Generalist · Des Peres, MO
Jones Financial Companies Lllp
Q2 2025 · compared with Q1 2025
- Software
- $1.3B
- Weight of 13F
- 1.0%
- Names
- 206
- Net bought
- +$361M
Filed 13 August 2025 · SEC filing.
4,024 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
- MicrosoftMSFT1,315,091 shares · 50.6% of their software · price +$160M$652M+$423M
- SalesforceCRM406,281 shares · 8.6% of their software · price +$1.8M$111M+$93.1M
- ServiceNowNOW78,665 shares · 6.2% of their software · price +$18.2M$80.5M—
- PalantirPLTR460,103 shares · 4.7% of their software · price +$23.9M$60.2M—
- FortinetFTNT547,174 shares · 4.4% of their software · price +$5.2M$56.7M+$43.8M
- OracleORCL237,128 shares · 3.9% of their software · price +$18.7M$50.1M+$28.4M
- CrowdStrikeCRWD74,595 shares · 2.9% of their software · price +$11.7M$37.2M—
- Fiserv, Inc.FISV183,788 shares · 2.5% of their software · price −$8.9M$31.7M+$29.9M
- AdobeADBE74,150 shares · 2.2% of their software$28.6M+$22.2M
- Uber Technologies, Inc.UBER261,102 shares · 1.9% of their software · price +$5.3M$23.9M+$19.0M
- Palo Alto NetworksPANW112,559 shares · 1.8% of their software · price +$3.8M$22.6M+$18.9M
- IntuitINTU22,930 shares · 1.4% of their software · price +$4.0M$17.8M—
- Check PointCHKP79,719 shares · 1.3% of their software · price −$532K$17.3M+$15.9M
- ShopifySHOP95,412 shares · 0.8% of their software · price +$1.9M$10.8M—
- Roper Technologies, Inc.ROP17,450 shares · 0.8% of their software$9.8M+$10.1M
- Automatic Data Processing, Inc.ADP26,681 shares · 0.6% of their software$8.1M+$6.6M
- The Trade DeskTTD83,289 shares · 0.4% of their software · price +$1.4M$5.8M+$4.6M
- TrimbleTRMB69,950 shares · 0.4% of their software · price +$723K$5.3M+$4.3M
- SnowflakeSNOW22,039 shares · 0.4% of their software · price +$1.7M$4.9M—
- ZscalerZS14,999 shares · 0.4% of their software · price +$1.7M$4.7M—
- VeevaVEEV10,837 shares · 0.2% of their software · price +$611K$3.1M−$21.6M
- AppLovinAPP8,314 shares · 0.2% of their software · price +$708K$2.8M+$2.0M
- CloudflareNET13,578 shares · 0.2% of their software · price +$1.1M$2.6M—
- SynopsysSNPS4,554 shares · 0.2% of their software$2.3M—
- VeriskVRSK7,260 shares · 0.2% of their software$2.2M—
- Paychex, Inc.PAYX13,962 shares · 0.2% of their software$2.0M—
- CadenceCDNS6,265 shares · 0.1% of their software$1.9M—
- SoundHound AI, Inc.SOUN180,358 shares · 0.1% of their software$1.8M—
- AutodeskADSK5,394 shares · 0.1% of their software$1.6M+$1.4M
- CoreWeave, Inc.CRWV10,070 shares · 0.1% of their software · price +$1.3M$1.6MNew · Flat
- Block, Inc.XYZ21,016 shares · 0.1% of their software$1.4M—
- Fair IsaacFICO754 shares · 0.1% of their software$1.4M—
- BroadridgeBR5,161 shares · 0.1% of their software$1.2M−$229M
- SAPSAP3,649 shares · 0.1% of their software$1.1M—
- DocuSignDOCU14,265 shares · 0.1% of their software$1.1M+$1.1M
- WorkdayWDAY4,472 shares · 0.1% of their software$1.1M−$792K
- Tyler TechnologiesTYL1,784 shares · 0.1% of their software$1.0M—
- DatadogDDOG7,586 shares · 0.1% of their software$1.0MNew · +$753K
- PaycomPAYC4,088 shares · 0.1% of their software$929K—
- NICENICE5,486 shares · 0.1% of their software$906K—
- FactSetFDS2,032 shares · 0.1% of their software$897K—
- GuidewireGWRE3,659 shares · 0.1% of their software$861K—
- ZoomZM10,664 shares · 0.1% of their software$836K—
- VeriSign, Inc.VRSN2,889 shares · 0.1% of their software$831K—
- TwilioTWLO5,776 shares · 0.1% of their software$709K—
- SS&CSSNC8,628 shares · 0.1% of their software$706K—
- monday.comMNDY2,257 shares · 0.1% of their software$695K—
- Manhattan AssociatesMANH2,984 shares · 0.0% of their software$589K−$40.9M
- MongoDBMDB2,441 shares · 0.0% of their software$512K—
- ToastTOST10,653 shares · 0.0% of their software$468K−$14.2M
- AkamaiAKAM5,341 shares · 0.0% of their software$425KFlat
- NetApp, Inc.NTAP3,952 shares · 0.0% of their software$418K—
- HubSpotHUBS736 shares · 0.0% of their software$405K—
- Zeta GlobalZETA26,745 shares · 0.0% of their software$404KFlat
- OktaOKTA3,565 shares · 0.0% of their software$351K—
- Lyft, Inc.LYFT21,470 shares · 0.0% of their software$338KFlat
- AtlassianTEAM1,625 shares · 0.0% of their software$329K−$6.6M
- DuolingoDUOL757 shares · 0.0% of their software$311K—
- F5, Inc.FFIV1,049 shares · 0.0% of their software$310K—
- Shift4 Payments, Inc.FOUR2,534 shares · 0.0% of their software$249KFlat
- C3.aiAI9,900 shares · 0.0% of their software$240K−$929K
- PTCPTC1,387 shares · 0.0% of their software$235K—
- PaylocityPCTY1,308 shares · 0.0% of their software$235K—
- ElasticESTC2,826 shares · 0.0% of their software$234K—
- CoStarCSGP2,650 shares · 0.0% of their software$214K—
- Calix, Inc.CALX4,041 shares · 0.0% of their software$207KNew · Flat
- UiPathPATH14,542 shares · 0.0% of their software$185K—
- DynatraceDT3,103 shares · 0.0% of their software$170K—
- DoximityDOCS2,700 shares · 0.0% of their software$165K−$2.0M
- DropboxDBX5,716 shares · 0.0% of their software$161K—
- MagniteMGNI6,226 shares · 0.0% of their software$131KFlat
- WixWIX813 shares · 0.0% of their software$128K−$2.5M
- Corpay, Inc.CPAY391 shares · 0.0% of their software$128K—
- UnityU4,838 shares · 0.0% of their software$118K—
- NutanixNTNX1,538 shares · 0.0% of their software$116K—
- InterDigital, Inc.IDCC499 shares · 0.0% of their software$115K—
- Amdocs LimitedDOX1,252 shares · 0.0% of their software$114K—
- SPS CommerceSPSC804 shares · 0.0% of their software$107K—
- Euronet Worldwide, Inc.EEFT965 shares · 0.0% of their software$98K—
- Sabre CorporationSABR29,441 shares · 0.0% of their software$94K—
- Rubrik, Inc.RBRK1,067 shares · 0.0% of their software$93KFlat
- Palladyne AI Corp.PDYN10,361 shares · 0.0% of their software$91K—
- AppFolioAPPF396 shares · 0.0% of their software$90K—
- PegasystemsPEGA1,590 shares · 0.0% of their software$85KFlat
- GitLabGTLB1,781 shares · 0.0% of their software$80K—
- JFrogFROG1,767 shares · 0.0% of their software$78K—
- Upbound Group, Inc.UPBD3,032 shares · 0.0% of their software$77K—
- BlackBerry LimitedBB15,808 shares · 0.0% of their software$72K—
- StoneCo Ltd.STNE4,665 shares · 0.0% of their software$72K—
- FastlyFSLY9,879 shares · 0.0% of their software$68K—
- Gen DigitalGEN2,050 shares · 0.0% of their software$60K—
- GoDaddyGDDY299 shares · 0.0% of their software$54K−$9.0M
- SamsaraIOT1,277 shares · 0.0% of their software$51K−$633K
- Grab Holdings LimitedGRAB10,075 shares · 0.0% of their software$50K—
- ServiceTitanTTAN437 shares · 0.0% of their software$47K—
- Bentley SystemsBSY832 shares · 0.0% of their software$44KFlat
- Paysign, Inc.PAYS6,000 shares · 0.0% of their software$43K—
- BlackbaudBLKB656 shares · 0.0% of their software$42K—
- Cerence Inc.CRNC4,421 shares · 0.0% of their software$42K—
- VaronisVRNS802 shares · 0.0% of their software$40K−$1.3M
- BlackLineBL692 shares · 0.0% of their software$39KFlat
- EVERTEC, Inc.EVTC1,035 shares · 0.0% of their software$37KFlat
- Clear Secure, Inc.YOU1,317 shares · 0.0% of their software$36KFlat
- SentinelOneS1,959 shares · 0.0% of their software$35K—
- Five9FIVN1,192 shares · 0.0% of their software$32KFlat
- Immersion CorporationIMMR4,150 shares · 0.0% of their software$32K—
- BoxBOX928 shares · 0.0% of their software$32KFlat
- WEX Inc.WEX210 shares · 0.0% of their software$31K—
- SchrödingerSDGR1,476 shares · 0.0% of their software$30K−$4.2M
- nCinoNCNO970 shares · 0.0% of their software$27K—
- Simulations PlusSLP1,572 shares · 0.0% of their software$27K—
- Daily Journal CorporationDJCO63 shares · 0.0% of their software$26KNew · Flat
- Gorilla Technology Group Inc.GRRR1,150 shares · 0.0% of their software$26K—
- Diebold Nixdorf, IncorporatedDBD420 shares · 0.0% of their software$23KFlat
- Endava plcDAVA1,508 shares · 0.0% of their software$23K—
- AppianAPPN767 shares · 0.0% of their software$22K—
- QualysQLYS155 shares · 0.0% of their software$22K—
- RingCentralRNG753 shares · 0.0% of their software$21KFlat
- DoubleVerifyDV1,369 shares · 0.0% of their software$20KNew · Flat
- ACI WorldwideACIW445 shares · 0.0% of their software$20K—
- Arqit Quantum Inc.ARQQ509 shares · 0.0% of their software$20KFlat
- ProcorePCOR281 shares · 0.0% of their software$19K−$7.2M
- Global-EGLBE579 shares · 0.0% of their software$19K—
- DLocal LimitedDLO1,500 shares · 0.0% of their software$17K—
- Cellebrite DI Ltd.CLBT1,021 shares · 0.0% of their software$16K—
- PubMaticPUBM1,368 shares · 0.0% of their software$16K—
- DescartesDSGX157 shares · 0.0% of their software$16K—
- Clearwater AnalyticsCWAN696 shares · 0.0% of their software$15K—
- Karooooo Ltd.KARO310 shares · 0.0% of their software$15KNew · Flat
- AsanaASAN1,036 shares · 0.0% of their software$14K—
- Bandwidth Inc.BAND882 shares · 0.0% of their software$13KNew · Flat
- ePlus inc.PLUS177 shares · 0.0% of their software$13K—
- CCC Intelligent Solutions Holdings Inc.CCC1,325 shares · 0.0% of their software$12K—
- BrazeBRZE403 shares · 0.0% of their software$11KFlat
- ZoomInfoZI1,025 shares · 0.0% of their software$10K—
- Aurora Mobile LimitedJG898 shares · 0.0% of their software$10K—
- KlaviyoKVYO311 shares · 0.0% of their software$10K—
- FreshworksFRSH680 shares · 0.0% of their software$10K—
- Joint Stock Company Kaspi.kzKSPI115 shares · 0.0% of their software$10K—
- Intapp, Inc.INTA191 shares · 0.0% of their software$10K—
- Alarm.com Holdings, Inc.ALRM163 shares · 0.0% of their software$9KFlat
- A10 Networks, Inc.ATEN420 shares · 0.0% of their software$8K—
- Rekor Systems, Inc.REKR7,000 shares · 0.0% of their software$8KNew · Flat
- Q2QTWO81 shares · 0.0% of their software$8K—
- CertaraCERT656 shares · 0.0% of their software$7KNew · Flat
- AvePointAVPT337 shares · 0.0% of their software$6KNew · Flat
- GigaCloud Technology Inc.GCT319 shares · 0.0% of their software$6KFlat
- DigitalOceanDOCN219 shares · 0.0% of their software$6K—
- PagerDutyPD380 shares · 0.0% of their software$6KNew · Flat
- VTEXVTEX850 shares · 0.0% of their software$5KNew · Flat
- CommvaultCVLT31 shares · 0.0% of their software$5K—
- NCR Atleos CorporationNATL173 shares · 0.0% of their software$5KFlat
- Expensify, Inc.EXFY2,000 shares · 0.0% of their software$5K—
- Agilysys, Inc.AGYS39 shares · 0.0% of their software$4KFlat
- Red Violet, Inc.RDVT84 shares · 0.0% of their software$4KNew · Flat
- Allot Ltd.ALLT525 shares · 0.0% of their software$4KFlat
- Dave Inc.DAVE16 shares · 0.0% of their software$4KNew · Flat
- Alarum Technologies Ltd.ALAR300 shares · 0.0% of their software$4K—
- Mitek Systems, Inc.MITK350 shares · 0.0% of their software$3K—
- LightspeedLSPD300 shares · 0.0% of their software$3K—
- VertexVERX97 shares · 0.0% of their software$3K−$1.7M
- Alight, Inc.ALIT600 shares · 0.0% of their software$3K—
- Chime Financial, Inc.CHYM101 shares · 0.0% of their software$3KNew · Flat
- SprinklrCXM401 shares · 0.0% of their software$3K—
- Cyngn Inc.CYN190 shares · 0.0% of their software$3KNew · Flat
- Radware Ltd.RDWR100 shares · 0.0% of their software$3KNew · Flat
- Rezolve AI PLCRZLV1,000 shares · 0.0% of their software$3K—
- VivoPower PLCVIVO734 shares · 0.0% of their software$3KNew · Flat
- Aeva Technologies, Inc.AEVA70 shares · 0.0% of their software$3K—
- Sprout SocialSPT119 shares · 0.0% of their software$2K—
- ProgressPRGS37 shares · 0.0% of their software$2K—
- Ibotta, Inc.IBTA61 shares · 0.0% of their software$2KFlat
- Rapid7RPD99 shares · 0.0% of their software$2K−$19.9M
- Nerdy Inc.NRDY1,410 shares · 0.0% of their software$2KNew · Flat
- WorkivaWK33 shares · 0.0% of their software$2K−$1.2M
- PagSeguro Digital Ltd.PAGS230 shares · 0.0% of their software$2K—
- Life360, Inc.LIF30 shares · 0.0% of their software$2KFlat
- BILLBILL39 shares · 0.0% of their software$2K—
- Veritone, Inc.VERI1,170 shares · 0.0% of their software$2K—
- TeradataTDC75 shares · 0.0% of their software$2K—
- Intellicheck, Inc.IDN300 shares · 0.0% of their software$2KNew · Flat
- Strategy IncMSTR4 shares · 0.0% of their software$2KNew · Flat
- AlkamiALKT50 shares · 0.0% of their software$1KNew · Flat
- Airship AI Holdings, Inc.AISP255 shares · 0.0% of their software$1K—
- NetScout Systems, Inc.NTCT52 shares · 0.0% of their software$1KNew · Flat
- AmplitudeAMPL100 shares · 0.0% of their software$1K—
- WeRide Inc.WRD126 shares · 0.0% of their software$1KNew · Flat
- Adeia Inc.ADEA70 shares · 0.0% of their software$992—
- Donnelley Financial Solutions, Inc.DFIN16 shares · 0.0% of their software$984New · Flat
- Payoneer Global Inc.PAYO134 shares · 0.0% of their software$888New · Flat
- SimilarwebSMWB100 shares · 0.0% of their software$760Flat
- Rackspace Technology, Inc.RXT505 shares · 0.0% of their software$657New · Flat
- FlywireFLYW56 shares · 0.0% of their software$639—
- Rocket One Inc.RKTO500 shares · 0.0% of their software$565—
- Thryv Holdings, Inc.THRY44 shares · 0.0% of their software$525New · Flat
- LiveRamp Holdings, Inc.RAMP15 shares · 0.0% of their software$491New · Flat
- PAR Technology CorporationPAR7 shares · 0.0% of their software$476Flat
- OneSpan Inc.OSPN20 shares · 0.0% of their software$336New · Flat
- DoceboDCBO11 shares · 0.0% of their software$309New · Flat
- Health CatalystHCAT70 shares · 0.0% of their software$267New · Flat
- N-ableNABL27 shares · 0.0% of their software$219New · Flat
- Consensus Cloud Solutions, Inc.CCSI7 shares · 0.0% of their software$161—
- Xperi Inc.XPER13 shares · 0.0% of their software$102New · Flat
- SailPointSAIL4 shares · 0.0% of their software$91Flat
- Digital TurbineAPPS15 shares · 0.0% of their software$86New · Flat
- Commerce.com, Inc.CMRC4 shares · 0.0% of their software$20—