Generalist · Des Peres, MO
Jones Financial Companies Lllp
Q4 2024 · compared with Q3 2024
- Software
- $717M
- Weight of 13F
- 0.7%
- Names
- 168
- Net bought
- +$188M
Filed 6 February 2025 · SEC filing.
3,404 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 2026255 names$4.3B+$379M
- Q1 2026249 names$3.6B+$3.2B
- Q4 2025233 names$1.6B+$591M
- Q3 2025220 names$1.5B+$211M
- Q2 2025206 names$1.3B+$361M
- Q1 2025179 names$1.2B−$59.4M
- Q4 2024168 names$717M+$188M
- Q3 2024139 names$500M+$175M
- Q2 2024109 names$320M+$154M
- Q1 202469 names$160M+$20.8M
- Q4 202350 names$124M+$2.4M
- Q3 202330 names$102M+$740K
- Q2 202318 names$108M+$2.1M
- Q1 202323 names$90.1MFlat
- Q4 202241 names$73.8M+$3.3M
- Q3 202223 names$67.4M+$544K
- Q2 202229 names$76.0M+$18.4M
- Q1 202227 names$90.5M+$2.2M
- Q4 202138 names$99.4M−$1.0M
- Q3 202120 names$91.5M−$623K
- Q2 202120 names$87.5M−$803K
- Q1 202131 names$75.9M+$6.0M
- Q4 202029 names$68.0M+$3.3M
- Q3 20208 names$62.9M+$4.6M
- Q2 20207 names$53.0M−$5.6M
- Q1 20207 names$46.8M−$6.0M
- Q4 20197 names$54.3MFlat
- Q3 20197 names$49.0M−$2.2M
- Q2 20197 names$51.8MFlat
- Q1 20197 names$47.2MFlat
- Q4 20187 names$39.8M+$8.6M
- Q3 20185 names$37.3M−$1.5M
- Q2 20185 names$33.5M−$696K
- Q1 20185 names$33.1M−$2.0M
- Q4 20175 names$34.8M−$3.2M
- Q3 20175 names$36.1M−$2.3M
- Q2 20176 names$37.1M−$1.2M
- Q1 20175 names$35.7M−$1.1M
- Q4 20165 names$33.3M−$813K
- Q3 20165 names$32.4M−$1.2M
- Q2 20165 names$32.3M—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT818,188 shares · 48.1% of their software · price −$7.2M$345M+$97.4M
- SalesforceCRM262,971 shares · 12.3% of their software · price +$15.9M$87.9M+$16.7M
- ServiceNowNOW50,145 shares · 7.4% of their software · price +$8.3M$53.2M+$9.7M
- FortinetFTNT371,067 shares · 4.9% of their software · price +$6.3M$35.1M+$6.1M
- Fiserv, Inc.FISV116,986 shares · 3.4% of their software · price +$3.0M$24.0M+$4.1M
- AdobeADBE47,098 shares · 2.9% of their software · price −$3.4M$20.9M+$5.5M
- OracleORCL111,820 shares · 2.6% of their software$18.6M+$5.7M
- CrowdStrikeCRWD52,221 shares · 2.5% of their software · price +$3.2M$17.9M+$1.8M
- PalantirPLTR217,376 shares · 2.3% of their software · price +$8.4M$16.4M+$3.3M
- Check PointCHKP65,537 shares · 1.7% of their software$12.2M+$2.9M
- Uber Technologies, Inc.UBER178,956 shares · 1.5% of their software · price −$2.7M$10.8M+$2.6M
- Palo Alto NetworksPANW59,023 shares · 1.5% of their software · price −$9.4M$10.7M+$14.1M
- IntuitINTU12,528 shares · 1.1% of their software$7.9M+$3.2M
- Roper Technologies, Inc.ROP14,177 shares · 1.0% of their software · price −$519K$7.4M+$2.0M
- ShopifySHOP54,412 shares · 0.8% of their software · price +$1.4M$5.8M+$1.1M
- The Trade DeskTTD34,800 shares · 0.6% of their software$4.1M+$927K
- VeriskVRSK11,872 shares · 0.5% of their software$3.3M+$804K
- Automatic Data Processing, Inc.ADP9,718 shares · 0.4% of their software$2.8M+$1.1M
- SynopsysSNPS5,213 shares · 0.4% of their software$2.5MFlat
- TrimbleTRMB31,991 shares · 0.3% of their software$2.3M+$883K
- SoundHound AI, Inc.SOUN94,278 shares · 0.3% of their software · price +$1.4M$1.9MFlat
- DocuSignDOCU20,486 shares · 0.3% of their software · price +$571K$1.8MFlat
- SnowflakeSNOW11,815 shares · 0.3% of their software$1.8MFlat
- ZscalerZS8,578 shares · 0.2% of their software$1.5MFlat
- AutodeskADSK4,815 shares · 0.2% of their software$1.4MFlat
- Block, Inc.XYZ14,875 shares · 0.2% of their software$1.3MFlat
- VeevaVEEV5,695 shares · 0.2% of their software$1.2MFlat
- Paychex, Inc.PAYX6,936 shares · 0.1% of their software$973K+$508K
- DatadogDDOG6,633 shares · 0.1% of their software$948KFlat
- CadenceCDNS2,713 shares · 0.1% of their software$815KFlat
- WorkdayWDAY3,060 shares · 0.1% of their software$790KFlat
- FactSetFDS1,636 shares · 0.1% of their software$786KFlat
- BroadridgeBR3,353 shares · 0.1% of their software$758KFlat
- Tyler TechnologiesTYL1,309 shares · 0.1% of their software$755KFlat
- ZoomZM8,704 shares · 0.1% of their software$710KFlat
- PaycomPAYC3,030 shares · 0.1% of their software$621KFlat
- AppLovinAPP1,903 shares · 0.1% of their software$616KFlat
- CloudflareNET5,024 shares · 0.1% of their software$541KFlat
- GuidewireGWRE3,011 shares · 0.1% of their software$508KFlat
- SS&CSSNC6,321 shares · 0.1% of their software$479KFlat
- NICENICE2,374 shares · 0.1% of their software$403KFlat
- SAPSAP1,568 shares · 0.1% of their software$386KFlat
- NetApp, Inc.NTAP2,814 shares · 0.0% of their software$327KFlat
- VeriSign, Inc.VRSN1,512 shares · 0.0% of their software$313KFlat
- AtlassianTEAM1,227 shares · 0.0% of their software$299KFlat
- TwilioTWLO2,755 shares · 0.0% of their software$298KFlat
- Sabre CorporationSABR78,431 shares · 0.0% of their software$286KFlat
- Corpay, Inc.CPAY809 shares · 0.0% of their software$274KFlat
- PaylocityPCTY1,335 shares · 0.0% of their software$266KFlat
- Fair IsaacFICO132 shares · 0.0% of their software$263KFlat
- Endava plcDAVA8,284 shares · 0.0% of their software$256KFlat
- Upbound Group, Inc.UPBD8,517 shares · 0.0% of their software$248KFlat
- GoDaddyGDDY1,229 shares · 0.0% of their software$243KFlat
- MongoDBMDB1,020 shares · 0.0% of their software$237KFlat
- Zeta GlobalZETA12,917 shares · 0.0% of their software$232KFlat
- F5, Inc.FFIV852 shares · 0.0% of their software$214KFlat
- HubSpotHUBS302 shares · 0.0% of their software$210KFlat
- Lyft, Inc.LYFT15,514 shares · 0.0% of their software$200KFlat
- monday.comMNDY834 shares · 0.0% of their software$196KFlat
- UiPathPATH12,743 shares · 0.0% of their software$162KFlat
- C3.aiAI4,616 shares · 0.0% of their software$159KFlat
- SPS CommerceSPSC823 shares · 0.0% of their software$151KFlat
- OktaOKTA1,847 shares · 0.0% of their software$146KFlat
- BlackbaudBLKB1,959 shares · 0.0% of their software$145KFlat
- Manhattan AssociatesMANH516 shares · 0.0% of their software$139KFlat
- Shift4 Payments, Inc.FOUR1,291 shares · 0.0% of their software$134KFlat
- ToastTOST3,609 shares · 0.0% of their software$132KFlat
- ElasticESTC1,049 shares · 0.0% of their software$104KFlat
- DynatraceDT1,813 shares · 0.0% of their software$99KFlat
- CoStarCSGP1,321 shares · 0.0% of their software$95KFlat
- MagniteMGNI5,853 shares · 0.0% of their software$93KFlat
- Euronet Worldwide, Inc.EEFT855 shares · 0.0% of their software$88KFlat
- PTCPTC459 shares · 0.0% of their software$84KFlat
- AkamaiAKAM804 shares · 0.0% of their software$77KFlat
- WixWIX343 shares · 0.0% of their software$74KFlat
- SentinelOneS3,285 shares · 0.0% of their software$73KFlat
- AppFolioAPPF247 shares · 0.0% of their software$61KFlat
- DuolingoDUOL184 shares · 0.0% of their software$60KNew · Flat
- FastlyFSLY5,720 shares · 0.0% of their software$54KFlat
- Gen DigitalGEN1,937 shares · 0.0% of their software$53KFlat
- WEX Inc.WEX248 shares · 0.0% of their software$43KFlat
- UnityU1,902 shares · 0.0% of their software$43KFlat
- Amdocs LimitedDOX417 shares · 0.0% of their software$36KNew · Flat
- JFrogFROG1,204 shares · 0.0% of their software$35KFlat
- Simulations PlusSLP1,223 shares · 0.0% of their software$34KFlat
- StoneCo Ltd.STNE4,256 shares · 0.0% of their software$34KFlat
- Global-EGLBE597 shares · 0.0% of their software$33KFlat
- PegasystemsPEGA335 shares · 0.0% of their software$31KFlat
- ePlus inc.PLUS421 shares · 0.0% of their software$31KFlat
- SamsaraIOT699 shares · 0.0% of their software$31KNew · Flat
- DropboxDBX794 shares · 0.0% of their software$24KFlat
- DescartesDSGX209 shares · 0.0% of their software$24KFlat
- VaronisVRNS512 shares · 0.0% of their software$23KNew · Flat
- DoximityDOCS420 shares · 0.0% of their software$22KFlat
- Bentley SystemsBSY441 shares · 0.0% of their software$21KFlat
- MorningstarMORN61 shares · 0.0% of their software$21KFlat
- CCC Intelligent Solutions Holdings Inc.CCC1,732 shares · 0.0% of their software$20KFlat
- BlackLineBL329 shares · 0.0% of their software$20KFlat
- BrazeBRZE444 shares · 0.0% of their software$19KFlat
- RingCentralRNG525 shares · 0.0% of their software$18KFlat
- PagSeguro Digital Ltd.PAGS2,788 shares · 0.0% of their software$17KNew · Flat
- InterDigital, Inc.IDCC89 shares · 0.0% of their software$17KFlat
- EVERTEC, Inc.EVTC486 shares · 0.0% of their software$17KFlat
- Mitek Systems, Inc.MITK1,500 shares · 0.0% of their software$17KFlat
- Clearwater AnalyticsCWAN603 shares · 0.0% of their software$17KNew
- QualysQLYS113 shares · 0.0% of their software$16KFlat
- BILLBILL185 shares · 0.0% of their software$16KFlat
- AppianAPPN455 shares · 0.0% of their software$15KFlat
- Clear Secure, Inc.YOU479 shares · 0.0% of their software$13KFlat
- SchrödingerSDGR617 shares · 0.0% of their software$12KFlat
- Diebold Nixdorf, IncorporatedDBD270 shares · 0.0% of their software$12KFlat
- DigitalOceanDOCN319 shares · 0.0% of their software$11KFlat
- Agilysys, Inc.AGYS79 shares · 0.0% of their software$10KFlat
- Bakkt, Inc.BKKT400 shares · 0.0% of their software$10KFlat
- ZoomInfoZI900 shares · 0.0% of their software$9KNew
- Alarm.com Holdings, Inc.ALRM150 shares · 0.0% of their software$9KFlat
- KlaviyoKVYO221 shares · 0.0% of their software$9KNew · Flat
- Marti Technologies, Inc.MRT2,683 shares · 0.0% of their software$9KNew · Flat
- Rubrik, Inc.RBRK125 shares · 0.0% of their software$8KFlat
- BoxBOX251 shares · 0.0% of their software$8KFlat
- nCinoNCNO226 shares · 0.0% of their software$8KFlat
- Expensify, Inc.EXFY2,000 shares · 0.0% of their software$7KNew · Flat
- BlackBerry LimitedBB1,450 shares · 0.0% of their software$5KFlat
- Intapp, Inc.INTA85 shares · 0.0% of their software$5KNew · Flat
- NutanixNTNX89 shares · 0.0% of their software$5KFlat
- NCR Atleos CorporationNATL156 shares · 0.0% of their software$5KFlat
- WorkivaWK46 shares · 0.0% of their software$5KFlat
- FlywireFLYW224 shares · 0.0% of their software$5KFlat
- Sprout SocialSPT139 shares · 0.0% of their software$4KFlat
- Alight, Inc.ALIT600 shares · 0.0% of their software$4KFlat
- Rapid7RPD99 shares · 0.0% of their software$4KFlat
- Karooooo Ltd.KARO87 shares · 0.0% of their software$4KNew · Flat
- Rezolve AI PLCRZLV1,000 shares · 0.0% of their software$4KNew · Flat
- Cerence Inc.CRNC425 shares · 0.0% of their software$3KFlat
- Q2QTWO31 shares · 0.0% of their software$3KFlat
- TeradataTDC100 shares · 0.0% of their software$3KFlat
- GigaCloud Technology Inc.GCT165 shares · 0.0% of their software$3KFlat
- LightspeedLSPD200 shares · 0.0% of their software$3KFlat
- SprinklrCXM360 shares · 0.0% of their software$3KFlat
- Alarum Technologies Ltd.ALAR280 shares · 0.0% of their software$3KFlat
- GitLabGTLB52 shares · 0.0% of their software$3KFlat
- ACI WorldwideACIW55 shares · 0.0% of their software$3KNew · Flat
- Allot Ltd.ALLT400 shares · 0.0% of their software$2KNew · Flat
- Veritone, Inc.VERI700 shares · 0.0% of their software$2KNew · Flat
- VertexVERX40 shares · 0.0% of their software$2KFlat
- A10 Networks, Inc.ATEN112 shares · 0.0% of their software$2KNew · Flat
- SimilarwebSMWB141 shares · 0.0% of their software$2KFlat
- Life360, Inc.LIF45 shares · 0.0% of their software$2KFlat
- Gorilla Technology Group Inc.GRRR100 shares · 0.0% of their software$2KNew · Flat
- PubMaticPUBM110 shares · 0.0% of their software$2KNew · Flat
- Airship AI Holdings, Inc.AISP255 shares · 0.0% of their software$2KFlat
- SoundThinking, Inc.SSTI102 shares · 0.0% of their software$1KNew · Flat
- AEye, Inc.LIDR1,000 shares · 0.0% of their software$1KFlat
- DoubleVerifyDV65 shares · 0.0% of their software$1KFlat
- AmplitudeAMPL100 shares · 0.0% of their software$1KNew · Flat
- Five9FIVN20 shares · 0.0% of their software$813New · Flat
- ProcorePCOR10 shares · 0.0% of their software$749New · Flat
- Donnelley Financial Solutions, Inc.DFIN10 shares · 0.0% of their software$627New · Flat
- DLocal LimitedDLO50 shares · 0.0% of their software$563New · Flat
- Grab Holdings LimitedGRAB100 shares · 0.0% of their software$472New · Flat
- Radware Ltd.RDWR20 shares · 0.0% of their software$451New · Flat
- OpenTextOTEX15 shares · 0.0% of their software$425Flat
- PAR Technology CorporationPAR3 shares · 0.0% of their software$218Flat
- Consensus Cloud Solutions, Inc.CCSI7 shares · 0.0% of their software$167New · Flat
- Digital TurbineAPPS95 shares · 0.0% of their software$161Flat
- Aeva Technologies, Inc.AEVA20 shares · 0.0% of their software$95New · Flat
- ProgressPRGS1 shares · 0.0% of their software$65New · Flat
- Commerce.com, Inc.CMRC4 shares · 0.0% of their software$24New · Flat