Generalist · Copenhagen V, Denmark
Danske Bank A/S
Q1 2026 · compared with Q4 2025
- Software
- $4.1B
- Weight of 13F
- 9.8%
- Names
- 88
- Net bought
- +$20.8M
1,161 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
- MicrosoftMSFT5,628,067 shares · 51.2% of their software · price −$639M$2.1B+$157M
- PalantirPLTR1,464,335 shares · 5.3% of their software · price −$46.1M$214M+$3.9M
- SalesforceCRM1,038,083 shares · 4.8% of their software · price −$81.2M$194M+$10.3M
- OracleORCL1,273,980 shares · 4.6% of their software · price −$60.9M$187M−$18.3M
- Palo Alto NetworksPANW760,517 shares · 3.0% of their software · price −$18.2M$122M−$3.3M
- IntuitINTU237,395 shares · 2.5% of their software · price −$54.6M$103M−$6.5M
- AdobeADBE377,090 shares · 2.3% of their software · price −$40.3M$91.7M−$7.7M
- AutodeskADSK364,363 shares · 2.1% of their software · price −$20.6M$87.2M+$22.4M
- Uber Technologies, Inc.UBER1,202,382 shares · 2.1% of their software · price −$11.8M$86.5M−$34.6M
- ServiceNowNOW799,295 shares · 2.1% of their software · price −$38.9M$83.6M−$5.9M
- AppLovinAPP150,688 shares · 1.5% of their software · price −$41.6M$60.0M−$3.6M
- CrowdStrikeCRWD132,621 shares · 1.3% of their software · price −$10.4M$51.8M+$1.5M
- CadenceCDNS185,690 shares · 1.3% of their software · price −$6.4M$51.6M−$15.8M
- Automatic Data Processing, Inc.ADP249,780 shares · 1.2% of their software · price −$13.5M$50.8M−$11.2M
- FortinetFTNT536,281 shares · 1.1% of their software · price +$1.2M$43.8M+$12.1M
- SynopsysSNPS95,325 shares · 0.9% of their software · price −$7.0M$37.8M+$943K
- CloudflareNET167,239 shares · 0.8% of their software · price +$1.5M$34.5M−$9.0M
- SS&CSSNC494,279 shares · 0.8% of their software · price −$9.8M$33.4M−$2.3M
- Paychex, Inc.PAYX299,074 shares · 0.7% of their software · price −$6.0M$27.6M+$10.5M
- SnowflakeSNOW178,805 shares · 0.7% of their software · price −$12.3M$27.0MFlat
- VeevaVEEV138,854 shares · 0.6% of their software · price −$6.6M$24.4M−$6.3M
- Roper Technologies, Inc.ROP57,841 shares · 0.5% of their software · price −$5.3M$20.5M+$1.0M
- Corpay, Inc.CPAY68,771 shares · 0.5% of their software · price −$684K$20.0M+$9.3M
- DatadogDDOG167,371 shares · 0.5% of their software · price −$3.0M$19.8MFlat
- F5, Inc.FFIV65,038 shares · 0.5% of their software · price +$2.2M$18.8M+$1.3M
- Fiserv, Inc.FISV320,790 shares · 0.4% of their software · price −$3.6M$17.9M−$729K
- Block, Inc.XYZ296,010 shares · 0.4% of their software · price −$1.5M$17.8M+$700K
- WorkdayWDAY133,444 shares · 0.4% of their software · price −$11.3M$17.3M+$526K
- Strategy IncMSTR132,195 shares · 0.4% of their software · price −$3.6M$16.5MFlat
- VeriSign, Inc.VRSN61,546 shares · 0.4% of their software$15.3M−$656K
- NetApp, Inc.NTAP142,445 shares · 0.4% of their software · price −$669K$14.6M+$842K
- VeriskVRSK74,701 shares · 0.3% of their software · price −$2.5M$14.2MFlat
- TrimbleTRMB214,038 shares · 0.3% of their software · price −$2.8M$14.0M+$2.6M
- TwilioTWLO106,633 shares · 0.3% of their software · price −$1.8M$13.4M−$898K
- Fair IsaacFICO12,124 shares · 0.3% of their software · price −$7.6M$12.9MFlat
- MongoDBMDB45,997 shares · 0.3% of their software · price −$8.0M$11.3MFlat
- ZoomZM135,783 shares · 0.3% of their software · price −$801K$10.9M−$1.1M
- BroadridgeBR64,867 shares · 0.3% of their software · price −$3.9M$10.5M−$536K
- GoDaddyGDDY122,729 shares · 0.2% of their software · price −$5.1M$10.1M−$831K
- PTCPTC70,500 shares · 0.2% of their software · price −$2.2M$10.0M+$923K
- CoStarCSGP207,435 shares · 0.2% of their software · price −$5.6M$8.4M−$735K
- ZscalerZS55,840 shares · 0.2% of their software · price −$4.7M$7.8MFlat
- CoreWeave, Inc.CRWV97,700 shares · 0.2% of their software · price +$573K$7.6M+$2.6M
- Tyler TechnologiesTYL21,529 shares · 0.2% of their software · price −$2.4M$7.4MFlat
- HubSpotHUBS27,822 shares · 0.2% of their software · price −$4.4M$6.8M−$1.0M
- OktaOKTA81,830 shares · 0.2% of their software · price −$635K$6.4MFlat
- ToastTOST231,528 shares · 0.2% of their software · price −$2.1M$6.1M−$575K
- AtlassianTEAM89,428 shares · 0.2% of their software · price −$8.4M$6.1M−$12.4M
- The Trade DeskTTD245,950 shares · 0.1% of their software · price −$3.8M$5.6MFlat
- SamsaraIOT136,459 shares · 0.1% of their software · price −$513K$4.3MFlat
- Check PointCHKP29,702 shares · 0.1% of their software · price −$1.3M$4.2M+$1.1M
- Gen DigitalGEN207,726 shares · 0.1% of their software · price −$1.7M$3.9MFlat
- Grab Holdings LimitedGRAB1,055,634 shares · 0.1% of their software · price −$1.4M$3.9M−$1.0M
- UiPathPATH166,936 shares · 0.0% of their software · price −$883K$1.9MFlat
- DocuSignDOCU38,878 shares · 0.0% of their software · price −$816K$1.8M−$17.0M
- Bentley SystemsBSY43,300 shares · 0.0% of their software$1.5M−$1.3M
- DynatraceDT26,200 shares · 0.0% of their software$969K−$15.8M
- NutanixNTNX15,100 shares · 0.0% of their software$574K−$8.2M
- AkamaiAKAM4,273 shares · 0.0% of their software$491K−$1.3M
- StoneCo Ltd.STNE31,800 shares · 0.0% of their software$449KFlat
- monday.comMNDY5,500 shares · 0.0% of their software$380KFlat
- QualysQLYS3,517 shares · 0.0% of their software$309KFlat
- TenableTENB14,612 shares · 0.0% of their software$247KFlat
- ShopifySHOP1,325 shares · 0.0% of their software$157K−$1.7M
- FreshworksFRSH8,000 shares · 0.0% of their software$64KFlat
- FactSetFDS280 shares · 0.0% of their software$61KFlat
- ProcorePCOR300 shares · 0.0% of their software$17KFlat
- GuidewireGWRE100 shares · 0.0% of their software$15KFlat
- Manhattan AssociatesMANH100 shares · 0.0% of their software$13K−$8.6M
- Alarm.com Holdings, Inc.ALRM300 shares · 0.0% of their software$13KFlat
- InterDigital, Inc.IDCC40 shares · 0.0% of their software$12KFlat
- BILLBILL200 shares · 0.0% of their software$8KFlat
- Lyft, Inc.LYFT500 shares · 0.0% of their software$7KFlat
- SentinelOneS500 shares · 0.0% of their software$6KFlat
- ElasticESTC100 shares · 0.0% of their software$5KFlat
- Rubrik, Inc.RBRK100 shares · 0.0% of their software$5KFlat
- JFrogFROG100 shares · 0.0% of their software$5KFlat
- DropboxDBX200 shares · 0.0% of their software$5KFlat
- NetScout Systems, Inc.NTCT100 shares · 0.0% of their software$3KFlat
- AppFolioAPPF20 shares · 0.0% of their software$3KFlat
- Clearwater AnalyticsCWAN100 shares · 0.0% of their software$2K—
- UnityU100 shares · 0.0% of their software$2KFlat
- VaronisVRNS100 shares · 0.0% of their software$2KFlat
- Zeta GlobalZETA100 shares · 0.0% of their software$2KFlat
- Inuvo, Inc.INUV2 shares · 0.0% of their software$4Flat
- Treasure Global Inc.TGL1 shares · 0.0% of their software$4Flat
- Next Technology Holding Inc.NXTT1 shares · 0.0% of their software$2Flat
- Orion Digital Corp.ORIO1 shares · 0.0% of their software$1New · Flat