Generalist · Des Peres, MO
Jones Financial Companies Lllp
Q1 2025 · compared with Q4 2024
- Software
- $1.2B
- Weight of 13F
- 1.1%
- Names
- 179
- Net bought
- −$59.4M
Filed 16 May 2025 · SEC filing.
3,690 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
- AppianAPPN1,579,858 shares · 28.4% of their software · Implied price is far from the quarter-end close$344M—
- BroadridgeBR949,657 shares · 13.2% of their software · price +$15.5M$161M+$214M
- Sabre CorporationSABR286,802 shares · 6.4% of their software · Implied price is far from the quarter-end close$77.4M—
- DropboxDBX590,937 shares · 5.8% of their software · Implied price is far from the quarter-end close$70.6M—
- MicrosoftMSFT187,987 shares · 5.8% of their software · price −$8.7M$70.3M−$266M
- TenableTENB236,413 shares · 5.1% of their software · Implied price is far from the quarter-end close$62.3MNew
- Rapid7RPD749,266 shares · 3.5% of their software · price −$10.3M$42.4M+$30.1M
- Gorilla Technology Group Inc.GRRR84,740 shares · 3.2% of their software · Implied price is far from the quarter-end close$38.9M—
- Manhattan AssociatesMANH239,083 shares · 2.8% of their software · price −$23.2M$34.5M+$64.5M
- Sprout SocialSPT316,203 shares · 2.5% of their software · Implied price is far from the quarter-end close$30.9M—
- Marti Technologies, Inc.MRT44,004 shares · 2.0% of their software · Implied price is far from the quarter-end close$23.8M—
- ToastTOST439,670 shares · 1.9% of their software · price −$1.4M$23.5M+$15.9M
- ServiceNowNOW92,169 shares · 1.8% of their software · Implied price is far from the quarter-end close$22.3M—
- AmplitudeAMPL93,669 shares · 1.6% of their software · Implied price is far from the quarter-end close$18.9M—
- VeevaVEEV104,027 shares · 1.5% of their software · price +$2.2M$18.0M+$20.7M
- Adeia Inc.ADEA44,678 shares · 1.4% of their software · Implied price is far from the quarter-end close$17.2MNew
- Tyler TechnologiesTYL227,875 shares · 1.4% of their software · Implied price is far from the quarter-end close$16.6M—
- SalesforceCRM59,473 shares · 1.3% of their software · price −$3.9M$15.6M−$68.0M
- ProcorePCOR109,453 shares · 1.0% of their software · price −$975K$12.1M+$8.2M
- Fiserv, Inc.FISV48,375 shares · 0.9% of their software · price +$745K$10.7M−$14.1M
- FortinetFTNT92,499 shares · 0.7% of their software$8.8M−$26.3M
- PTCPTC191,765 shares · 0.5% of their software · Implied price is far from the quarter-end close$6.1M—
- SchrödingerSDGR216,110 shares · 0.5% of their software$6.0M+$4.2M
- GoDaddyGDDY50,359 shares · 0.5% of their software · price −$868K$5.5M+$9.7M
- AtlassianTEAM32,906 shares · 0.4% of their software · price −$1.0M$5.0M+$7.7M
- DuolingoDUOL64,071 shares · 0.4% of their software · Implied price is far from the quarter-end close$4.7M—
- OracleORCL33,812 shares · 0.4% of their software · price −$907K$4.7M−$13.0M
- FastlyFSLY60,838 shares · 0.4% of their software · Implied price is far from the quarter-end close$4.6M—
- MongoDBMDB9,947 shares · 0.4% of their software · Implied price is far from the quarter-end close$4.6M—
- AdobeADBE16,263 shares · 0.4% of their software · price −$994K$4.3M−$13.7M
- VertexVERX48,233 shares · 0.3% of their software · price −$885K$3.3M+$2.6M
- VaronisVRNS33,579 shares · 0.2% of their software$3.0M+$1.5M
- WixWIX15,851 shares · 0.2% of their software · price −$811K$3.0M+$3.3M
- UiPathPATH47,755 shares · 0.2% of their software · Implied price is far from the quarter-end close$2.8M—
- SoundHound AI, Inc.SOUN33,594 shares · 0.2% of their software · Implied price is far from the quarter-end close$2.5M—
- CrowdStrikeCRWD22,884 shares · 0.2% of their software · Implied price is far from the quarter-end close$2.4M—
- DoximityDOCS37,442 shares · 0.2% of their software$2.3M+$2.0M
- Check PointCHKP9,964 shares · 0.2% of their software$1.9M−$10.4M
- A10 Networks, Inc.ATEN36,766 shares · 0.1% of their software · Implied price is far from the quarter-end close$1.8M—
- ZoomZM3,910 shares · 0.1% of their software · Implied price is far from the quarter-end close$1.5M—
- Aurora Mobile LimitedJG5,361 shares · 0.1% of their software · Implied price is far from the quarter-end close$1.4MNew
- C3.aiAI54,025 shares · 0.1% of their software · price −$723K$1.3M+$1.7M
- Automatic Data Processing, Inc.ADP5,063 shares · 0.1% of their software$1.2M−$1.4M
- Consensus Cloud Solutions, Inc.CCSI10,467 shares · 0.1% of their software · Implied price is far from the quarter-end close$1.1M—
- WorkivaWK16,271 shares · 0.1% of their software · price −$547K$1.1M+$1.8M
- Gen DigitalGEN9,073 shares · 0.1% of their software · Implied price is far from the quarter-end close$1.1M—
- SamsaraIOT17,787 shares · 0.1% of their software$993K+$747K
- WorkdayWDAY7,862 shares · 0.1% of their software$842K+$1.2M
- HubSpotHUBS53,994 shares · 0.1% of their software · Implied price is far from the quarter-end close$799K—
- NetApp, Inc.NTAP31,870 shares · 0.1% of their software · Implied price is far from the quarter-end close$771K—
- Airship AI Holdings, Inc.AISP6,353 shares · 0.1% of their software · Implied price is far from the quarter-end close$767K—
- ePlus inc.PLUS3,066 shares · 0.1% of their software · Implied price is far from the quarter-end close$737K—
- SPS CommerceSPSC17,830 shares · 0.1% of their software · Implied price is far from the quarter-end close$703K—
- Aeva Technologies, Inc.AEVA5,489 shares · 0.1% of their software · Implied price is far from the quarter-end close$640K—
- Alight, Inc.ALIT11,257 shares · 0.0% of their software · Implied price is far from the quarter-end close$574K—
- Veritone, Inc.VERI44,389 shares · 0.0% of their software · Implied price is far from the quarter-end close$513K—
- KlaviyoKVYO53,973 shares · 0.0% of their software · Implied price is far from the quarter-end close$457K—
- Rezolve AI PLCRZLV9,370 shares · 0.0% of their software · Implied price is far from the quarter-end close$417K—
- CloudflareNET266 shares · 0.0% of their software · Implied price is far from the quarter-end close$354K—
- RingCentralRNG18,852 shares · 0.0% of their software$351K+$642K
- Rocket One Inc.RKTO1,044 shares · 0.0% of their software · Implied price is far from the quarter-end close$347KNew
- Global-EGLBE1,383 shares · 0.0% of their software · Implied price is far from the quarter-end close$342K—
- Palo Alto NetworksPANW2,038 shares · 0.0% of their software$335K−$10.4M
- Alarm.com Holdings, Inc.ALRM6,507 shares · 0.0% of their software$327KFlat
- Arqit Quantum Inc.ARQQ11,022 shares · 0.0% of their software$327KNew · Flat
- Ibotta, Inc.IBTA3,811 shares · 0.0% of their software$305KNew · Flat
- InterDigital, Inc.IDCC11,417 shares · 0.0% of their software · Implied price is far from the quarter-end close$300K—
- TrimbleTRMB4,690 shares · 0.0% of their software$247K−$1.9M
- Bentley SystemsBSY3,191 shares · 0.0% of their software$227KFlat
- Roper Technologies, Inc.ROP387 shares · 0.0% of their software$210K−$7.2M
- The OLB Group, Inc.OLB17,344 shares · 0.0% of their software · Implied price is far from the quarter-end close$200KNew
- IntuitINTU1,255 shares · 0.0% of their software · Implied price is far from the quarter-end close$195K—
- BILLBILL730 shares · 0.0% of their software · Implied price is far from the quarter-end close$177K—
- PAR Technology CorporationPAR5,597 shares · 0.0% of their software$175KFlat
- TeradataTDC130 shares · 0.0% of their software · Implied price is far from the quarter-end close$170K—
- Zeta GlobalZETA13,037 shares · 0.0% of their software$167KFlat
- Upbound Group, Inc.UPBD2,224 shares · 0.0% of their software · Implied price is far from the quarter-end close$143K—
- ElasticESTC6,130 shares · 0.0% of their software · Implied price is far from the quarter-end close$137K—
- SentinelOneS1,476 shares · 0.0% of their software · Implied price is far from the quarter-end close$130K—
- SynopsysSNPS732 shares · 0.0% of their software · Implied price is far from the quarter-end close$122K—
- JFrogFROG727 shares · 0.0% of their software · Implied price is far from the quarter-end close$121K—
- Cerence Inc.CRNC2,037 shares · 0.0% of their software · Implied price is far from the quarter-end close$119K—
- NICENICE20,402 shares · 0.0% of their software · Implied price is far from the quarter-end close$106K—
- MorningstarMORN1,014 shares · 0.0% of their software · Implied price is far from the quarter-end close$106K—
- PalantirPLTR9,542 shares · 0.0% of their software · Implied price is far from the quarter-end close$104K—
- AppLovinAPP671 shares · 0.0% of their software$99KFlat
- GigaCloud Technology Inc.GCT4,199 shares · 0.0% of their software$97KFlat
- CadenceCDNS2,384 shares · 0.0% of their software · Implied price is far from the quarter-end close$91K—
- AkamaiAKAM1,087 shares · 0.0% of their software$89KFlat
- NCR Atleos CorporationNATL1,908 shares · 0.0% of their software$80KFlat
- PaylocityPCTY12,181 shares · 0.0% of their software · Implied price is far from the quarter-end close$77K—
- NutanixNTNX5,658 shares · 0.0% of their software · Implied price is far from the quarter-end close$74K—
- CCC Intelligent Solutions Holdings Inc.CCC2,956 shares · 0.0% of their software · Implied price is far from the quarter-end close$70K—
- CoStarCSGP12,691 shares · 0.0% of their software · Implied price is far from the quarter-end close$69K—
- VeriskVRSK1,787 shares · 0.0% of their software · Implied price is far from the quarter-end close$69K—
- Agilysys, Inc.AGYS817 shares · 0.0% of their software$63KFlat
- PegasystemsPEGA1,844 shares · 0.0% of their software$55KFlat
- Block, Inc.XYZ2,333 shares · 0.0% of their software · Implied price is far from the quarter-end close$50K—
- Fair IsaacFICO7,117 shares · 0.0% of their software · Implied price is far from the quarter-end close$46K—
- SS&CSSNC1,556 shares · 0.0% of their software · Implied price is far from the quarter-end close$45K—
- ShopifySHOP3,223 shares · 0.0% of their software · Implied price is far from the quarter-end close$44K—
- BoxBOX591 shares · 0.0% of their software$39KFlat
- SnowflakeSNOW685 shares · 0.0% of their software · Implied price is far from the quarter-end close$38K—
- WEX Inc.WEX1,320 shares · 0.0% of their software · Implied price is far from the quarter-end close$37K—
- MagniteMGNI7,276 shares · 0.0% of their software$37KFlat
- Diebold Nixdorf, IncorporatedDBD1,150 shares · 0.0% of their software$33KFlat
- Paysign, Inc.PAYS1,920 shares · 0.0% of their software · Implied price is far from the quarter-end close$32KNew
- Immersion CorporationIMMR342 shares · 0.0% of their software · Implied price is far from the quarter-end close$31KNew
- StoneCo Ltd.STNE493 shares · 0.0% of their software · Implied price is far from the quarter-end close$30K—
- BlackbaudBLKB7,701 shares · 0.0% of their software · Implied price is far from the quarter-end close$30K—
- DynatraceDT2,161 shares · 0.0% of their software · Implied price is far from the quarter-end close$30K—
- AEye, Inc.LIDR159 shares · 0.0% of their software · Implied price is far from the quarter-end close$27K—
- SAPSAP277 shares · 0.0% of their software · Implied price is far from the quarter-end close$24K—
- Endava plcDAVA6,305 shares · 0.0% of their software · Implied price is far from the quarter-end close$24K—
- FactSetFDS1,727 shares · 0.0% of their software · Implied price is far from the quarter-end close$23K—
- DigitalOceanDOCN57 shares · 0.0% of their software · Implied price is far from the quarter-end close$20K—
- Uber Technologies, Inc.UBER505 shares · 0.0% of their software$20K−$10.8M
- EverCommerceEVCM518 shares · 0.0% of their software · Implied price is far from the quarter-end close$19KNew
- Clear Secure, Inc.YOU700 shares · 0.0% of their software$19KFlat
- BlackBerry LimitedBB362 shares · 0.0% of their software · Implied price is far from the quarter-end close$18K—
- BrazeBRZE500 shares · 0.0% of their software$18KFlat
- DocuSignDOCU199 shares · 0.0% of their software$16K−$1.8M
- Amdocs LimitedDOX584 shares · 0.0% of their software · Implied price is far from the quarter-end close$16K—
- Paychex, Inc.PAYX406 shares · 0.0% of their software · Implied price is far from the quarter-end close$14K—
- AsanaASAN58 shares · 0.0% of their software · Implied price is far from the quarter-end close$13KNew
- PagSeguro Digital Ltd.PAGS150 shares · 0.0% of their software · Implied price is far from the quarter-end close$13K—
- AutodeskADSK98 shares · 0.0% of their software$11K−$1.4M
- Alarum Technologies Ltd.ALAR6,168 shares · 0.0% of their software · Implied price is far from the quarter-end close$11K—
- Mitek Systems, Inc.MITK7,531 shares · 0.0% of their software · Implied price is far from the quarter-end close$11K—
- Cellebrite DI Ltd.CLBT15,902 shares · 0.0% of their software · Implied price is far from the quarter-end close$10KNew
- SprinklrCXM406 shares · 0.0% of their software · Implied price is far from the quarter-end close$10K—
- Corpay, Inc.CPAY361 shares · 0.0% of their software · Implied price is far from the quarter-end close$10K—
- QualysQLYS3,600 shares · 0.0% of their software · Implied price is far from the quarter-end close$10K—
- ZscalerZS177 shares · 0.0% of their software · Implied price is far from the quarter-end close$9K—
- AppFolioAPPF654 shares · 0.0% of their software · Implied price is far from the quarter-end close$8K—
- OktaOKTA264 shares · 0.0% of their software · Implied price is far from the quarter-end close$8K—
- PaycomPAYC816 shares · 0.0% of their software · Implied price is far from the quarter-end close$8K—
- ZoomInfoZI305 shares · 0.0% of their software$8K—
- Allot Ltd.ALLT1,216 shares · 0.0% of their software$8KFlat
- Lyft, Inc.LYFT1,467 shares · 0.0% of their software$8KFlat
- DLocal LimitedDLO227 shares · 0.0% of their software · Implied price is far from the quarter-end close$7K—
- Expensify, Inc.EXFY474 shares · 0.0% of their software · Implied price is far from the quarter-end close$7K—
- Q2QTWO417 shares · 0.0% of their software · Implied price is far from the quarter-end close$6K—
- GitLabGTLB550 shares · 0.0% of their software · Implied price is far from the quarter-end close$6K—
- F5, Inc.FFIV59 shares · 0.0% of their software · Implied price is far from the quarter-end close$6K—
- BlackLineBL140 shares · 0.0% of their software$5KFlat
- GuidewireGWRE119 shares · 0.0% of their software · Implied price is far from the quarter-end close$5K—
- ServiceTitanTTAN581 shares · 0.0% of their software · Implied price is far from the quarter-end close$5KNew
- Life360, Inc.LIF63 shares · 0.0% of their software$5KFlat
- VeriSign, Inc.VRSN3,358 shares · 0.0% of their software · Implied price is far from the quarter-end close$5K—
- FlywireFLYW97 shares · 0.0% of their software · Implied price is far from the quarter-end close$5K—
- FreshworksFRSH116 shares · 0.0% of their software · Implied price is far from the quarter-end close$4KNew
- Paysafe LimitedPSFE74 shares · 0.0% of their software · Implied price is far from the quarter-end close$4KNew
- CommvaultCVLT2,000 shares · 0.0% of their software · Implied price is far from the quarter-end close$3KNew
- Simulations PlusSLP35 shares · 0.0% of their software · Implied price is far from the quarter-end close$3K—
- Joint Stock Company Kaspi.kzKSPI100 shares · 0.0% of their software · Implied price is far from the quarter-end close$3KNew
- Intapp, Inc.INTA400 shares · 0.0% of their software · Implied price is far from the quarter-end close$3K—
- Commerce.com, Inc.CMRC12 shares · 0.0% of their software · Implied price is far from the quarter-end close$3K—
- Blend Labs, Inc.BLND2,578 shares · 0.0% of their software · Implied price is far from the quarter-end close$2KNew
- The Trade DeskTTD49 shares · 0.0% of their software$2K−$4.1M
- UnityU3,225 shares · 0.0% of their software · Implied price is far from the quarter-end close$2K—
- Palladyne AI Corp.PDYN57 shares · 0.0% of their software · Implied price is far from the quarter-end close$2KNew
- PubMaticPUBM1,500 shares · 0.0% of their software · Implied price is far from the quarter-end close$2K—
- Five9FIVN29 shares · 0.0% of their software$2KFlat
- ProgressPRGS190 shares · 0.0% of their software · Implied price is far from the quarter-end close$1K—
- ACI WorldwideACIW151 shares · 0.0% of their software · Implied price is far from the quarter-end close$1K—
- Clearwater AnalyticsCWAN50 shares · 0.0% of their software$1K—
- nCinoNCNO120 shares · 0.0% of their software · Implied price is far from the quarter-end close$1K—
- SimilarwebSMWB100 shares · 0.0% of their software$1KFlat
- Rubrik, Inc.RBRK10 shares · 0.0% of their software$918Flat
- Shift4 Payments, Inc.FOUR15 shares · 0.0% of their software$761Flat
- TwilioTWLO83 shares · 0.0% of their software · Implied price is far from the quarter-end close$759—
- Euronet Worldwide, Inc.EEFT68 shares · 0.0% of their software · Implied price is far from the quarter-end close$688—
- Grab Holdings LimitedGRAB500 shares · 0.0% of their software · Implied price is far from the quarter-end close$405—
- LightspeedLSPD700 shares · 0.0% of their software · Implied price is far from the quarter-end close$344—
- DescartesDSGX57 shares · 0.0% of their software · Implied price is far from the quarter-end close$284—
- SailPointSAIL3 shares · 0.0% of their software$83New · Flat
- monday.comMNDY25 shares · 0.0% of their software · Implied price is far from the quarter-end close$75—
- EVERTEC, Inc.EVTC2 shares · 0.0% of their software$54Flat