Generalist · Copenhagen V, Denmark
Danske Bank A/S
Q4 2024 · compared with Q3 2024
- Software
- $4.5B
- Weight of 13F
- 13.4%
- Names
- 115
- Net bought
- +$280M
Filed 18 March 2026 · SEC filing.
Call exposure on these names is $332K across 1 line. Calls are not in the stock total.
1,386 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
- MicrosoftMSFT4,843,162 shares · 45.7% of their software · price −$42.6M$2.0B+$196M
- SalesforceCRM927,994 shares · 6.9% of their software · price +$56.3M$310M−$16.9M
- OracleORCL1,053,305 shares · 3.9% of their software · price −$4.0M$176M−$43.1M
- ServiceNowNOW134,231 shares · 3.2% of their software · price +$22.2M$142M−$5.7M
- AdobeADBE303,319 shares · 3.0% of their software · price −$22.2M$135M+$14.2M
- Palo Alto NetworksPANW657,638 shares · 2.7% of their software · price −$105M$120M+$124M
- IntuitINTU174,683 shares · 2.5% of their software · price +$1.3M$110M−$33.7M
- CrowdStrikeCRWD256,264 shares · 2.0% of their software · price +$15.8M$87.7M+$20.0M
- PalantirPLTR1,107,204 shares · 1.9% of their software · price +$42.5M$83.7M−$6.7M
- Fiserv, Inc.FISV393,069 shares · 1.8% of their software · price +$10.1M$80.7M−$1.8M
- Automatic Data Processing, Inc.ADP264,410 shares · 1.7% of their software · price +$4.2M$77.4M−$1.5M
- Uber Technologies, Inc.UBER1,204,422 shares · 1.6% of their software · price −$17.9M$72.7M+$24.7M
- AutodeskADSK207,100 shares · 1.4% of their software · price +$4.2M$61.2M−$7.0M
- FortinetFTNT580,022 shares · 1.2% of their software · price +$9.8M$54.8M−$16.2M
- SynopsysSNPS103,681 shares · 1.1% of their software · price −$2.2M$50.3M+$16.6M
- WorkdayWDAY166,421 shares · 1.0% of their software · price +$2.3M$42.9M+$1.5M
- CadenceCDNS139,273 shares · 0.9% of their software · price +$4.1M$41.8M+$4.8M
- GoDaddyGDDY194,691 shares · 0.9% of their software · price +$7.9M$38.4M−$10.5M
- AppLovinAPP112,216 shares · 0.8% of their software · price +$21.7M$36.3M−$7.6M
- VeevaVEEV148,386 shares · 0.7% of their software$31.2M−$7.4M
- Roper Technologies, Inc.ROP58,690 shares · 0.7% of their software · price −$2.1M$30.5M+$4.6M
- Fair IsaacFICO15,210 shares · 0.7% of their software · price +$721K$30.3MFlat
- Paychex, Inc.PAYX196,183 shares · 0.6% of their software · price +$1.2M$27.5M−$6.0M
- F5, Inc.FFIV109,010 shares · 0.6% of their software · price +$3.4M$27.4M−$7.7M
- DocuSignDOCU296,859 shares · 0.6% of their software · price +$8.3M$26.7M−$9.6M
- AtlassianTEAM108,471 shares · 0.6% of their software · price +$9.2M$26.4M+$6.4M
- The Trade DeskTTD215,638 shares · 0.6% of their software · price +$1.7M$25.3M+$3.3M
- Strategy IncMSTR86,282 shares · 0.6% of their software · price +$10.4M$25.0M+$3.5M
- VeriskVRSK86,087 shares · 0.5% of their software · price +$643K$23.7M+$3.5M
- NetApp, Inc.NTAP202,910 shares · 0.5% of their software · price −$1.5M$23.6M−$5.4M
- SS&CSSNC305,079 shares · 0.5% of their software$23.1M+$2.8M
- SnowflakeSNOW148,265 shares · 0.5% of their software · price +$5.9M$22.9M+$3.1M
- Block, Inc.XYZ268,274 shares · 0.5% of their software · price +$4.8M$22.8M+$2.9M
- DatadogDDOG137,105 shares · 0.4% of their software · price +$3.8M$19.6M+$2.8M
- HubSpotHUBS25,132 shares · 0.4% of their software · price +$4.2M$17.5M+$2.4M
- BroadridgeBR71,399 shares · 0.4% of their software · price +$790K$16.1M+$803K
- CoStarCSGP219,051 shares · 0.4% of their software · price −$843K$15.7M+$2.9M
- PTCPTC83,475 shares · 0.3% of their software$15.3M+$2.5M
- CloudflareNET141,626 shares · 0.3% of their software · price +$3.8M$15.3M+$2.2M
- Tyler TechnologiesTYL23,747 shares · 0.3% of their software$13.7M+$4.1M
- Gen DigitalGEN483,364 shares · 0.3% of their software$13.2M+$5.8M
- AkamaiAKAM132,024 shares · 0.3% of their software · price −$700K$12.6M−$9.5M
- Corpay, Inc.CPAY36,460 shares · 0.3% of their software · price +$936K$12.3M+$3.0M
- DynatraceDT204,366 shares · 0.2% of their software$11.1M+$4.5M
- FactSetFDS22,495 shares · 0.2% of their software$10.8M+$1.9M
- ZoomZM121,970 shares · 0.2% of their software · price +$1.4M$10.0MFlat
- ZscalerZS51,321 shares · 0.2% of their software$9.3M+$1.8M
- VeriSign, Inc.VRSN40,724 shares · 0.2% of their software · price +$692K$8.4M+$1.7M
- Manhattan AssociatesMANH28,688 shares · 0.2% of their software$7.8MFlat
- MongoDBMDB31,763 shares · 0.2% of their software · price −$1.2M$7.4M+$936K
- TrimbleTRMB103,933 shares · 0.2% of their software · price +$891K$7.3MFlat
- TwilioTWLO67,434 shares · 0.2% of their software · price +$2.9M$7.3M+$858K
- NutanixNTNX101,800 shares · 0.1% of their software$6.2M+$3.6M
- BoxBOX189,161 shares · 0.1% of their software$6.0M−$1.5M
- ToastTOST160,320 shares · 0.1% of their software · price +$1.3M$5.8M+$787K
- PaycomPAYC27,586 shares · 0.1% of their software · price +$1.1M$5.7MFlat
- TenableTENB142,096 shares · 0.1% of their software$5.6M+$4.3M
- OktaOKTA69,828 shares · 0.1% of their software$5.5M+$1.1M
- PegasystemsPEGA50,590 shares · 0.1% of their software · price +$1.0M$4.7M−$2.0M
- Check PointCHKP24,000 shares · 0.1% of their software$4.5MFlat
- Grab Holdings LimitedGRAB851,500 shares · 0.1% of their software · price +$783K$4.0M+$653K
- SamsaraIOT91,200 shares · 0.1% of their software$4.0M+$520K
- WixWIX14,935 shares · 0.1% of their software · price +$708K$3.2M+$1.1M
- Bentley SystemsBSY56,310 shares · 0.1% of their software$2.6MFlat
- MorningstarMORN6,708 shares · 0.1% of their software$2.3M+$1.2M
- DropboxDBX74,845 shares · 0.1% of their software$2.2M+$1.9M
- Clearwater AnalyticsCWAN69,651 shares · 0.0% of their software$1.9M—
- SPS CommerceSPSC10,357 shares · 0.0% of their software$1.9MFlat
- QualysQLYS13,274 shares · 0.0% of their software$1.9M+$1.3M
- AppFolioAPPF7,514 shares · 0.0% of their software$1.9M−$2.5M
- UiPathPATH141,452 shares · 0.0% of their software$1.8M+$1.4M
- PaylocityPCTY8,868 shares · 0.0% of their software$1.8M+$1.4M
- monday.comMNDY7,500 shares · 0.0% of their software$1.8MFlat
- DuolingoDUOL5,359 shares · 0.0% of their software$1.7M−$710K
- ProgressPRGS25,571 shares · 0.0% of their software$1.7M+$730K
- ProcorePCOR21,782 shares · 0.0% of their software$1.6M+$1.3M
- RingCentralRNG46,596 shares · 0.0% of their software$1.6MFlat
- Rapid7RPD40,403 shares · 0.0% of their software$1.6MNew · +$1.6M
- WorkivaWK14,685 shares · 0.0% of their software$1.6M+$1.1M
- PhreesiaPHR60,238 shares · 0.0% of their software$1.5MNew · +$1.4M
- Q2QTWO14,035 shares · 0.0% of their software$1.4M−$541K
- AlkamiALKT38,505 shares · 0.0% of their software$1.4MFlat
- Lyft, Inc.LYFT109,073 shares · 0.0% of their software$1.4MFlat
- GitLabGTLB24,362 shares · 0.0% of their software$1.4M+$1.2M
- PagerDutyPD72,993 shares · 0.0% of their software$1.3M+$619K
- SemrushSEMR110,834 shares · 0.0% of their software$1.3M—
- Global-EGLBE24,100 shares · 0.0% of their software$1.3MFlat
- DigitalOceanDOCN37,538 shares · 0.0% of their software$1.3MFlat
- Grindr Inc.GRND65,859 shares · 0.0% of their software$1.2MNew · +$786K
- GuidewireGWRE6,358 shares · 0.0% of their software$1.1M−$1.2M
- ShopifySHOP7,666 shares · 0.0% of their software$815KNew · +$614K
- ElasticESTC7,743 shares · 0.0% of their software$767K−$999K
- ACI WorldwideACIW13,671 shares · 0.0% of their software$710K+$635K
- CommvaultCVLT4,168 shares · 0.0% of their software$629K−$1.2M
- DoximityDOCS10,379 shares · 0.0% of their software$554K−$1.2M
- Shift4 Payments, Inc.FOUR5,237 shares · 0.0% of their software$543K−$1.2M
- Five9FIVN12,091 shares · 0.0% of their software$491KFlat
- BlackLineBL7,865 shares · 0.0% of their software$478KNew · Flat
- PaymentusPAY14,598 shares · 0.0% of their software$477KNew · Flat
- JFrogFROG15,132 shares · 0.0% of their software$445KNew · Flat
- StoneCo Ltd.STNE42,600 shares · 0.0% of their software$340KFlat
- FreshworksFRSH8,000 shares · 0.0% of their software$129KFlat
- WEX Inc.WEX200 shares · 0.0% of their software$35KFlat
- Euronet Worldwide, Inc.EEFT300 shares · 0.0% of their software$31KFlat
- VaronisVRNS400 shares · 0.0% of their software$18KFlat
- BILLBILL200 shares · 0.0% of their software$17KFlat
- SentinelOneS700 shares · 0.0% of their software$16KFlat
- EVERTEC, Inc.EVTC400 shares · 0.0% of their software$14K−$1.4M
- A10 Networks, Inc.ATEN400 shares · 0.0% of their software$7KFlat
- Calix, Inc.CALX200 shares · 0.0% of their software$7KFlat
- Zeta GlobalZETA300 shares · 0.0% of their software$5KFlat
- UnityU200 shares · 0.0% of their software$4KFlat
- N-ableNABL300 shares · 0.0% of their software$3KFlat
- PDF Solutions, Inc.PDFS100 shares · 0.0% of their software$3KFlat
- Intrusion Inc.INTZ2 shares · 0.0% of their software$6Flat