Generalist · Copenhagen V, Denmark
Danske Bank A/S
Q3 2024 · compared with Q2 2024
- Software
- $4.1B
- Weight of 13F
- 13.7%
- Names
- 118
- Net bought
- +$379M
Filed 18 March 2026 · SEC filing.
Call exposure on these names is $115K across 1 line. Calls are not in the stock total.
1,584 positions in the whole 13F.
Quarters on file
Each quarter on file, back to June 2016 when the filing exists. Net bought is the share change from the previous quarter at that quarter’s close. A split that leaves the dollar value in place counts as flat.
- Q2 202689 names$4.5B+$238M
- Q1 202688 names$4.1B+$20.8M
- Q4 2025118 names$5.3B+$6.2B
- Q3 202547 names · $390K in calls, not in the total$197M−$5.9B
- Q2 2025121 names · $2.3M in calls, not in the total$6.0B+$511M
- Q1 2025116 names · $163K in calls, not in the total$4.3B+$289M
- Q4 2024115 names · $332K in calls, not in the total$4.5B+$280M
- Q3 2024118 names · $115K in calls, not in the total$4.1B+$379M
- Q2 202499 names · $749K in calls, not in the total$3.7B−$1.2B
- Q1 2024127 names · $1.3M in calls, not in the total$4.8B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT4,388,458 shares · 46.0% of their software · price −$73.1M$1.9B+$83.8M
- SalesforceCRM989,653 shares · 6.6% of their software · price +$16.4M$271M+$18.4M
- OracleORCL1,305,963 shares · 5.4% of their software · price +$38.1M$223M+$40.5M
- AdobeADBE275,989 shares · 3.5% of their software · price −$10.4M$143M+$5.7M
- IntuitINTU228,910 shares · 3.5% of their software · price −$8.3M$142M+$36.4M
- ServiceNowNOW140,576 shares · 3.1% of their software · price +$15.1M$126M+$4.2M
- Palo Alto NetworksPANW295,412 shares · 2.5% of their software · price +$824K$101MFlat
- Automatic Data Processing, Inc.ADP269,716 shares · 1.8% of their software · price +$10.3M$74.6M+$6.6M
- Fiserv, Inc.FISV402,962 shares · 1.8% of their software · price +$12.3M$72.4M+$3.1M
- Uber Technologies, Inc.UBER876,038 shares · 1.6% of their software · price +$2.2M$65.8M+$7.3M
- AutodeskADSK232,407 shares · 1.6% of their software · price +$6.5M$64.0M+$18.3M
- FortinetFTNT789,180 shares · 1.5% of their software · price +$13.6M$61.2M+$17.8M
- CrowdStrikeCRWD184,784 shares · 1.3% of their software · price −$19.0M$51.8M−$9.9M
- PalantirPLTR1,287,765 shares · 1.2% of their software · price +$15.3M$47.9M+$13.1M
- GoDaddyGDDY261,805 shares · 1.0% of their software · price +$4.5M$41.0M−$2.8M
- WorkdayWDAY160,113 shares · 1.0% of their software · price +$3.3M$39.1M+$6.6M
- VeevaVEEV183,794 shares · 0.9% of their software · price +$4.9M$38.6M+$4.1M
- SynopsysSNPS70,828 shares · 0.9% of their software · price −$6.3M$35.9MFlat
- CadenceCDNS121,698 shares · 0.8% of their software · price −$4.5M$33.0M−$1.9M
- Paychex, Inc.PAYX240,801 shares · 0.8% of their software · price +$3.8M$32.3M+$4.9M
- F5, Inc.FFIV144,054 shares · 0.8% of their software · price +$6.9M$31.7M+$13.6M
- NetApp, Inc.NTAP246,633 shares · 0.7% of their software · price −$1.3M$30.5M−$14.7M
- Fair IsaacFICO15,059 shares · 0.7% of their software · price +$6.8M$29.3M+$7.2M
- DocuSignDOCU452,256 shares · 0.7% of their software · price +$3.9M$28.1M+$1.3M
- Roper Technologies, Inc.ROP50,338 shares · 0.7% of their software$28.0M+$704K
- AkamaiAKAM226,559 shares · 0.6% of their software · price +$2.5M$22.9M+$14.7M
- AppLovinAPP170,674 shares · 0.5% of their software · price +$8.1M$22.3M+$3.4M
- The Trade DeskTTD185,792 shares · 0.5% of their software · price +$2.2M$20.4MFlat
- SS&CSSNC267,228 shares · 0.5% of their software · price +$3.1M$19.8M+$4.1M
- VeriskVRSK73,086 shares · 0.5% of their software$19.6MFlat
- Block, Inc.XYZ224,578 shares · 0.4% of their software · price +$593K$15.1MFlat
- BroadridgeBR67,665 shares · 0.4% of their software · price +$1.2M$14.6MFlat
- SnowflakeSNOW120,964 shares · 0.3% of their software · price −$2.4M$13.9MFlat
- CoStarCSGP180,099 shares · 0.3% of their software$13.6MFlat
- DatadogDDOG112,616 shares · 0.3% of their software · price −$1.6M$13.0MFlat
- PTCPTC69,897 shares · 0.3% of their software$12.6M+$600K
- Strategy IncMSTR65,505 shares · 0.3% of their software · price −$79.2M$11.0M+$81.7M
- HubSpotHUBS20,691 shares · 0.3% of their software · price −$1.2M$11.0MFlat
- AtlassianTEAM68,325 shares · 0.3% of their software · price −$1.2M$10.9MFlat
- Tyler TechnologiesTYL16,788 shares · 0.2% of their software · price +$1.4M$9.8MFlat
- CloudflareNET114,030 shares · 0.2% of their software$9.2MFlat
- ZoomZM121,412 shares · 0.2% of their software · price +$1.3M$8.5MFlat
- Corpay, Inc.CPAY26,991 shares · 0.2% of their software · price +$1.3M$8.4MFlat
- FactSetFDS18,259 shares · 0.2% of their software · price +$942K$8.4M+$776K
- Manhattan AssociatesMANH29,388 shares · 0.2% of their software · price +$1.0M$8.3MFlat
- BoxBOX236,081 shares · 0.2% of their software · price +$1.5M$7.7M+$5.0M
- MongoDBMDB28,299 shares · 0.2% of their software · price +$577K$7.7MFlat
- Gen DigitalGEN270,515 shares · 0.2% of their software · price +$663K$7.4MFlat
- ZscalerZS40,769 shares · 0.2% of their software · price −$866K$7.0MFlat
- Clear Secure, Inc.YOU200,704 shares · 0.2% of their software · price +$2.9M$6.7MNew · +$3.8M
- DynatraceDT121,042 shares · 0.2% of their software · price +$1.1M$6.5MFlat
- TrimbleTRMB97,733 shares · 0.1% of their software · price +$603K$6.1MFlat
- VeriSign, Inc.VRSN31,924 shares · 0.1% of their software$6.1MFlat
- PegasystemsPEGA78,530 shares · 0.1% of their software · price +$986K$5.7M+$3.6M
- PaycomPAYC26,886 shares · 0.1% of their software · price +$633K$4.5M−$855K
- Check PointCHKP23,200 shares · 0.1% of their software · price +$645K$4.5MFlat
- AppFolioAPPF18,345 shares · 0.1% of their software$4.3M+$3.0M
- OktaOKTA55,428 shares · 0.1% of their software · price −$1.1M$4.1MFlat
- SamsaraIOT80,400 shares · 0.1% of their software · price +$1.2M$3.9MFlat
- ToastTOST132,520 shares · 0.1% of their software$3.8MFlat
- TwilioTWLO54,278 shares · 0.1% of their software$3.5MFlat
- Bentley SystemsBSY56,310 shares · 0.1% of their software$2.9M−$958K
- Grab Holdings LimitedGRAB679,600 shares · 0.1% of their software$2.6MFlat
- NutanixNTNX40,551 shares · 0.1% of their software$2.4MFlat
- GuidewireGWRE13,095 shares · 0.1% of their software · price +$590K$2.4M+$1.8M
- DuolingoDUOL7,876 shares · 0.1% of their software · price +$578K$2.2MNew · +$1.6M
- SPS CommerceSPSC9,973 shares · 0.0% of their software$1.9MFlat
- monday.comMNDY6,600 shares · 0.0% of their software$1.8MFlat
- CommvaultCVLT11,766 shares · 0.0% of their software$1.8M−$4.9M
- Shift4 Payments, Inc.FOUR18,859 shares · 0.0% of their software$1.7MFlat
- DoximityDOCS38,342 shares · 0.0% of their software · price +$598K$1.7M−$1.6M
- Q2QTWO20,815 shares · 0.0% of their software$1.7MFlat
- Lyft, Inc.LYFT126,785 shares · 0.0% of their software$1.6M+$530K
- ElasticESTC20,753 shares · 0.0% of their software · price −$771K$1.6M+$686K
- Clearwater AnalyticsCWAN61,547 shares · 0.0% of their software$1.6M—
- TenableTENB36,261 shares · 0.0% of their software$1.5MFlat
- EVERTEC, Inc.EVTC41,635 shares · 0.0% of their software$1.4MFlat
- WixWIX8,400 shares · 0.0% of their software$1.4MFlat
- SemrushSEMR89,178 shares · 0.0% of their software$1.4MNew
- DigitalOceanDOCN34,044 shares · 0.0% of their software$1.4M−$3.1M
- AlkamiALKT43,385 shares · 0.0% of their software$1.4MNew · +$1.2M
- VertexVERX35,174 shares · 0.0% of their software$1.4MFlat
- RingCentralRNG40,398 shares · 0.0% of their software$1.3MFlat
- ePlus inc.PLUS12,930 shares · 0.0% of their software$1.3MNew · +$953K
- Global-EGLBE28,300 shares · 0.0% of their software$1.1MFlat
- ProgressPRGS14,736 shares · 0.0% of their software$993KNew · +$800K
- MorningstarMORN3,100 shares · 0.0% of their software$989KNew · +$917K
- PagerDutyPD39,610 shares · 0.0% of their software$735KFlat
- UiPathPATH35,257 shares · 0.0% of their software$451K−$1.6M
- QualysQLYS3,244 shares · 0.0% of their software$417KFlat
- WEX Inc.WEX1,100 shares · 0.0% of their software$231KNew · Flat
- StoneCo Ltd.STNE17,000 shares · 0.0% of their software$191KNew · Flat
- PagSeguro Digital Ltd.PAGS13,000 shares · 0.0% of their software$112KNew · Flat
- Euronet Worldwide, Inc.EEFT1,100 shares · 0.0% of their software$109KNew · Flat
- SentinelOneS4,300 shares · 0.0% of their software$103KNew · Flat
- FreshworksFRSH8,000 shares · 0.0% of their software$92KFlat
- CCC Intelligent Solutions Holdings Inc.CCC8,000 shares · 0.0% of their software$88KNew · Flat
- VaronisVRNS1,500 shares · 0.0% of their software$85KNew · Flat
- Zeta GlobalZETA2,800 shares · 0.0% of their software$84KFlat
- BILLBILL1,500 shares · 0.0% of their software$79KNew · Flat
- ProcorePCOR1,200 shares · 0.0% of their software$74KNew · Flat
- GitLabGTLB1,400 shares · 0.0% of their software$72KNew · Flat
- ACI WorldwideACIW1,200 shares · 0.0% of their software$61KNew · Flat
- Calix, Inc.CALX1,400 shares · 0.0% of their software$54KNew · Flat
- PaylocityPCTY300 shares · 0.0% of their software$49K−$2.6M
- DropboxDBX1,500 shares · 0.0% of their software$38KNew · Flat
- Five9FIVN1,300 shares · 0.0% of their software$37KFlat
- A10 Networks, Inc.ATEN2,300 shares · 0.0% of their software$33KFlat
- N-ableNABL2,500 shares · 0.0% of their software$33KNew · Flat
- WorkivaWK400 shares · 0.0% of their software$32KNew · Flat
- UnityU1,300 shares · 0.0% of their software$29K−$1.5M
- AmplitudeAMPL2,000 shares · 0.0% of their software$18KNew · Flat
- Alarm.com Holdings, Inc.ALRM300 shares · 0.0% of their software$16KFlat
- SprinklrCXM2,100 shares · 0.0% of their software$16K−$1.1M
- PDF Solutions, Inc.PDFS500 shares · 0.0% of their software$16KNew · Flat
- TeradataTDC400 shares · 0.0% of their software$12KNew · Flat
- Bakkt, Inc.BKKT2 shares · 0.0% of their software$19New · Flat
- Intrusion Inc.INTZ2 shares · 0.0% of their software$2New · Flat