Generalist · Des Peres, MO
Jones Financial Companies Lllp
Q4 2025 · compared with Q3 2025
- Software
- $1.6B
- Weight of 13F
- 1.0%
- Names
- 233
- Net bought
- +$591M
Filed 17 February 2026 · SEC filing.
4,392 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
- MicrosoftMSFT1,677,698 shares · 50.1% of their software · price −$57.6M$811M+$98.9M
- SalesforceCRM527,002 shares · 8.6% of their software · price +$14.7M$140M+$14.1M
- PalantirPLTR687,360 shares · 7.5% of their software · price −$3.2M$122M+$17.7M
- ServiceNowNOW491,858 shares · 4.7% of their software · price −$377M$75.3M+$371M
- OracleORCL350,866 shares · 4.2% of their software · price −$30.3M$68.4M+$20.8M
- FortinetFTNT664,931 shares · 3.3% of their software · price −$3.1M$52.8M+$2.9M
- AdobeADBE130,790 shares · 2.8% of their software$45.8M+$8.5M
- CrowdStrikeCRWD91,190 shares · 2.6% of their software · price −$2.0M$42.7M+$3.5M
- Palo Alto NetworksPANW187,452 shares · 2.1% of their software · price −$3.6M$34.5M+$8.9M
- Uber Technologies, Inc.UBER307,206 shares · 1.6% of their software · price −$5.0M$25.1M+$1.9M
- ShopifySHOP130,977 shares · 1.3% of their software · price +$1.6M$21.1M+$2.1M
- IntuitINTU29,899 shares · 1.2% of their software · price −$613K$19.8M+$2.0M
- Fiserv, Inc.FISV260,570 shares · 1.1% of their software · price −$16.1M$17.5M+$6.5M
- Check PointCHKP90,807 shares · 1.0% of their software · price −$1.9M$16.9M+$960K
- SynopsysSNPS25,811 shares · 0.7% of their software · price −$611K$12.1M+$8.9M
- Automatic Data Processing, Inc.ADP45,400 shares · 0.7% of their software · price −$1.6M$11.7M+$2.3M
- AppLovinAPP14,913 shares · 0.6% of their software · price −$667K$10.0M+$1.2M
- SnowflakeSNOW35,721 shares · 0.5% of their software$7.8M+$797K
- Roper Technologies, Inc.ROP16,648 shares · 0.5% of their software · price −$892K$7.4M−$505K
- TrimbleTRMB87,118 shares · 0.4% of their software$6.8M+$875K
- CoreWeave, Inc.CRWV78,904 shares · 0.3% of their software · price −$5.1M$5.7M+$5.6M
- ZscalerZS19,956 shares · 0.3% of their software · price −$1.5M$4.5M+$872K
- The Trade DeskTTD109,761 shares · 0.3% of their software · price −$1.2M$4.2MFlat
- CloudflareNET17,060 shares · 0.2% of their software$3.4MFlat
- VeevaVEEV13,394 shares · 0.2% of their software · price −$1.0M$3.0MFlat
- BroadridgeBR13,250 shares · 0.2% of their software$3.0M+$1.7M
- SoundHound AI, Inc.SOUN261,790 shares · 0.2% of their software · price −$1.6M$2.6M+$705K
- CadenceCDNS7,978 shares · 0.2% of their software$2.5MFlat
- Paychex, Inc.PAYX19,857 shares · 0.1% of their software$2.2MFlat
- AutodeskADSK6,899 shares · 0.1% of their software$2.0MFlat
- Fair IsaacFICO967 shares · 0.1% of their software$1.6MFlat
- SAPSAP6,435 shares · 0.1% of their software$1.6MFlat
- WorkdayWDAY7,061 shares · 0.1% of their software$1.5M+$525K
- Block, Inc.XYZ22,188 shares · 0.1% of their software$1.4MFlat
- InterDigital, Inc.IDCC4,490 shares · 0.1% of their software$1.4M+$1.2M
- DocuSignDOCU20,743 shares · 0.1% of their software$1.4MFlat
- VeriskVRSK6,269 shares · 0.1% of their software$1.4MFlat
- MongoDBMDB3,309 shares · 0.1% of their software$1.4MFlat
- DatadogDDOG10,210 shares · 0.1% of their software$1.4MFlat
- HubSpotHUBS3,092 shares · 0.1% of their software$1.2M+$947K
- ZoomZM11,812 shares · 0.1% of their software$1.0MFlat
- SS&CSSNC10,969 shares · 0.1% of their software$959KFlat
- Tyler TechnologiesTYL2,061 shares · 0.1% of their software$936KFlat
- ToastTOST25,789 shares · 0.1% of their software$916KFlat
- GuidewireGWRE4,531 shares · 0.1% of their software$911KFlat
- TwilioTWLO6,167 shares · 0.1% of their software$877KFlat
- PaycomPAYC5,493 shares · 0.1% of their software$875KFlat
- AtlassianTEAM5,178 shares · 0.1% of their software$840KFlat
- AkamaiAKAM9,560 shares · 0.1% of their software$834KFlat
- NICENICE6,624 shares · 0.0% of their software$749KFlat
- FactSetFDS2,413 shares · 0.0% of their software$700KFlat
- Zeta GlobalZETA34,136 shares · 0.0% of their software$695KFlat
- NetApp, Inc.NTAP6,288 shares · 0.0% of their software$673KFlat
- UiPathPATH39,503 shares · 0.0% of their software$647KFlat
- monday.comMNDY3,925 shares · 0.0% of their software$579KFlat
- OktaOKTA6,239 shares · 0.0% of their software$539KFlat
- Manhattan AssociatesMANH3,006 shares · 0.0% of their software$521KFlat
- VeriSign, Inc.VRSN1,929 shares · 0.0% of their software$469KFlat
- Lyft, Inc.LYFT23,123 shares · 0.0% of their software$448KFlat
- Duos Technologies Group, Inc.DUOT37,100 shares · 0.0% of their software$417KNew · Flat
- DuolingoDUOL1,814 shares · 0.0% of their software$318KFlat
- PTCPTC1,811 shares · 0.0% of their software$315KFlat
- SentinelOneS20,086 shares · 0.0% of their software$301KFlat
- F5, Inc.FFIV1,136 shares · 0.0% of their software$290KFlat
- UnityU6,347 shares · 0.0% of their software$280KFlat
- Shift4 Payments, Inc.FOUR4,191 shares · 0.0% of their software$264KFlat
- Rubrik, Inc.RBRK3,408 shares · 0.0% of their software$261KFlat
- Figma, Inc.FIG6,848 shares · 0.0% of their software$256KFlat
- CoStarCSGP3,773 shares · 0.0% of their software$254KFlat
- PegasystemsPEGA3,986 shares · 0.0% of their software$238KFlat
- Calix, Inc.CALX4,081 shares · 0.0% of their software$216KFlat
- PaylocityPCTY1,361 shares · 0.0% of their software$208KFlat
- WixWIX1,859 shares · 0.0% of their software$193KFlat
- DoximityDOCS4,271 shares · 0.0% of their software$189KFlat
- DynatraceDT3,823 shares · 0.0% of their software$166KFlat
- Grab Holdings LimitedGRAB32,365 shares · 0.0% of their software$162KFlat
- StoneCo Ltd.STNE10,394 shares · 0.0% of their software$154KFlat
- NutanixNTNX2,866 shares · 0.0% of their software$148KFlat
- Five9FIVN7,265 shares · 0.0% of their software$146KFlat
- C3.aiAI10,602 shares · 0.0% of their software$143KFlat
- ElasticESTC1,797 shares · 0.0% of their software$136KFlat
- TeradataTDC4,436 shares · 0.0% of their software$135KFlat
- GitLabGTLB3,534 shares · 0.0% of their software$133KFlat
- Corpay, Inc.CPAY421 shares · 0.0% of their software$127KFlat
- DescartesDSGX1,420 shares · 0.0% of their software$124KFlat
- AppFolioAPPF531 shares · 0.0% of their software$124KFlat
- Amdocs LimitedDOX1,438 shares · 0.0% of their software$116KFlat
- SamsaraIOT3,167 shares · 0.0% of their software$112KFlat
- ServiceTitanTTAN942 shares · 0.0% of their software$100KFlat
- JFrogFROG1,495 shares · 0.0% of their software$93KFlat
- MorningstarMORN415 shares · 0.0% of their software$90KFlat
- MagniteMGNI5,491 shares · 0.0% of their software$89KFlat
- Gen DigitalGEN3,119 shares · 0.0% of their software$85KFlat
- GigaCloud Technology Inc.GCT2,047 shares · 0.0% of their software$80KFlat
- NCR Atleos CorporationNATL2,013 shares · 0.0% of their software$77KFlat
- FastlyFSLY7,519 shares · 0.0% of their software$77KFlat
- Global-EGLBE1,931 shares · 0.0% of their software$76KFlat
- WaystarWAY2,230 shares · 0.0% of their software$73KNew · Flat
- Arqit Quantum Inc.ARQQ3,267 shares · 0.0% of their software$71KFlat
- DLocal LimitedDLO4,884 shares · 0.0% of their software$69KFlat
- SPS CommerceSPSC770 shares · 0.0% of their software$69KFlat
- nCinoNCNO2,429 shares · 0.0% of their software$62KFlat
- Clear Secure, Inc.YOU1,761 shares · 0.0% of their software$62KFlat
- BoxBOX1,787 shares · 0.0% of their software$53KFlat
- GoDaddyGDDY419 shares · 0.0% of their software$52KFlat
- LiveRamp Holdings, Inc.RAMP1,767 shares · 0.0% of their software$52KFlat
- WorkivaWK595 shares · 0.0% of their software$51KFlat
- Datavault AI Inc.DVLT78,415 shares · 0.0% of their software$51KNew · Flat
- Ribbon Communications Inc.RBBN17,268 shares · 0.0% of their software$50KNew · Flat
- Cerence Inc.CRNC4,471 shares · 0.0% of their software$48KFlat
- AppianAPPN1,312 shares · 0.0% of their software$46KFlat
- ProcorePCOR635 shares · 0.0% of their software$46KFlat
- Strategy IncMSTR281 shares · 0.0% of their software$43KNew · Flat
- CommvaultCVLT327 shares · 0.0% of their software$41KFlat
- QualysQLYS278 shares · 0.0% of their software$37KFlat
- Karooooo Ltd.KARO804 shares · 0.0% of their software$37KFlat
- Diebold Nixdorf, IncorporatedDBD529 shares · 0.0% of their software$36KFlat
- WEX Inc.WEX236 shares · 0.0% of their software$35KFlat
- VaronisVRNS1,041 shares · 0.0% of their software$34KFlat
- Life360, Inc.LIF529 shares · 0.0% of their software$34KFlat
- AsanaASAN2,272 shares · 0.0% of their software$31KFlat
- Sabre CorporationSABR22,836 shares · 0.0% of their software$31KFlat
- Daily Journal CorporationDJCO63 shares · 0.0% of their software$31KFlat
- SemrushSEMR2,348 shares · 0.0% of their software$28K—
- DropboxDBX994 shares · 0.0% of their software$28KFlat
- SchrödingerSDGR1,486 shares · 0.0% of their software$27KFlat
- Bandwidth Inc.BAND1,678 shares · 0.0% of their software$26KFlat
- RingCentralRNG815 shares · 0.0% of their software$24KFlat
- Immersion CorporationIMMR3,355 shares · 0.0% of their software$23KFlat
- OpenTextOTEX689 shares · 0.0% of their software$22KFlat
- BlackBerry LimitedBB5,793 shares · 0.0% of their software$22KFlat
- BlackbaudBLKB329 shares · 0.0% of their software$21KFlat
- Cellebrite DI Ltd.CLBT1,103 shares · 0.0% of their software$20KFlat
- ePlus inc.PLUS219 shares · 0.0% of their software$19KFlat
- Bakkt, Inc.BKKT1,892 shares · 0.0% of their software$19KFlat
- Palladyne AI Corp.PDYN4,182 shares · 0.0% of their software$18KFlat
- Dave Inc.DAVE79 shares · 0.0% of their software$17KFlat
- WeRide Inc.WRD1,963 shares · 0.0% of their software$17KFlat
- AmplitudeAMPL1,471 shares · 0.0% of their software$17KFlat
- Intapp, Inc.INTA367 shares · 0.0% of their software$17KFlat
- Chime Financial, Inc.CHYM639 shares · 0.0% of their software$16KFlat
- BlackLineBL274 shares · 0.0% of their software$15KFlat
- Gorilla Technology Group Inc.GRRR1,331 shares · 0.0% of their software$15KFlat
- Paysign, Inc.PAYS2,600 shares · 0.0% of their software$13KFlat
- Rezolve AI PLCRZLV5,170 shares · 0.0% of their software$13KFlat
- MNTN, Inc.MNTN1,061 shares · 0.0% of their software$13KFlat
- DigitalOceanDOCN261 shares · 0.0% of their software$13KFlat
- Remitly Global, Inc.RELY902 shares · 0.0% of their software$12KFlat
- PubMaticPUBM1,368 shares · 0.0% of their software$12KFlat
- DoubleVerifyDV1,035 shares · 0.0% of their software$12KFlat
- A10 Networks, Inc.ATEN668 shares · 0.0% of their software$12KFlat
- FreshworksFRSH920 shares · 0.0% of their software$11KFlat
- BullishBLSH291 shares · 0.0% of their software$11KNew · Flat
- CCC Intelligent Solutions Holdings Inc.CCC1,325 shares · 0.0% of their software$11KFlat
- ACI WorldwideACIW205 shares · 0.0% of their software$10KFlat
- Radware Ltd.RDWR400 shares · 0.0% of their software$10KFlat
- Rekor Systems, Inc.REKR6,700 shares · 0.0% of their software$9KFlat
- ZoomInfoZI865 shares · 0.0% of their software$9K—
- Digital TurbineAPPS1,723 shares · 0.0% of their software$9KFlat
- PowerFleet, Inc.AIOT1,600 shares · 0.0% of their software$9KFlat
- Perfect Corp.PERF4,677 shares · 0.0% of their software$8KFlat
- Alarm.com Holdings, Inc.ALRM163 shares · 0.0% of their software$8KFlat
- Sportradar Group AGSRAD349 shares · 0.0% of their software$8KFlat
- SailPointSAIL392 shares · 0.0% of their software$8KFlat
- Clearwater AnalyticsCWAN319 shares · 0.0% of their software$8K—
- Q2QTWO100 shares · 0.0% of their software$7KFlat
- AvePointAVPT510 shares · 0.0% of their software$7KFlat
- BILLBILL129 shares · 0.0% of their software$7KFlat
- SprinklrCXM884 shares · 0.0% of their software$7KFlat
- Bentley SystemsBSY174 shares · 0.0% of their software$7KFlat
- Sprout SocialSPT545 shares · 0.0% of their software$6KFlat
- LightspeedLSPD500 shares · 0.0% of their software$6KFlat
- KlaviyoKVYO180 shares · 0.0% of their software$6KFlat
- Agilysys, Inc.AGYS48 shares · 0.0% of their software$6KFlat
- Veritone, Inc.VERI1,170 shares · 0.0% of their software$5KFlat
- Euronet Worldwide, Inc.EEFT71 shares · 0.0% of their software$5KFlat
- Aurora Mobile LimitedJG823 shares · 0.0% of their software$5KFlat
- Red Violet, Inc.RDVT89 shares · 0.0% of their software$5KFlat
- Nerdy Inc.NRDY4,767 shares · 0.0% of their software$5KFlat
- Kodiak AI, Inc.KDK409 shares · 0.0% of their software$4KNew · Flat
- ProgressPRGS102 shares · 0.0% of their software$4KFlat
- Adeia Inc.ADEA244 shares · 0.0% of their software$4KFlat
- Rapid7RPD249 shares · 0.0% of their software$4KFlat
- Airship AI Holdings, Inc.AISP1,305 shares · 0.0% of their software$4KFlat
- Netskope, Inc.NTSK210 shares · 0.0% of their software$4KNew · Flat
- Aeva Technologies, Inc.AEVA270 shares · 0.0% of their software$4KFlat
- EVERTEC, Inc.EVTC119 shares · 0.0% of their software$3KFlat
- VertexVERX163 shares · 0.0% of their software$3KFlat
- VTEXVTEX850 shares · 0.0% of their software$3KFlat
- Expensify, Inc.EXFY2,000 shares · 0.0% of their software$3KFlat
- Exodus Movement, Inc.EXOD200 shares · 0.0% of their software$3KFlat
- Allot Ltd.ALLT300 shares · 0.0% of their software$3KFlat
- Joint Stock Company Kaspi.kzKSPI35 shares · 0.0% of their software$3KFlat
- Endava plcDAVA400 shares · 0.0% of their software$3KFlat
- PAR Technology CorporationPAR69 shares · 0.0% of their software$3KFlat
- Mitek Systems, Inc.MITK230 shares · 0.0% of their software$2KFlat
- PagSeguro Digital Ltd.PAGS230 shares · 0.0% of their software$2KFlat
- AI Financial CorporationAIFC2,000 shares · 0.0% of their software$2KFlat
- Grindr Inc.GRND150 shares · 0.0% of their software$2KNew · Flat
- PagerDutyPD147 shares · 0.0% of their software$2KFlat
- OneSpan Inc.OSPN150 shares · 0.0% of their software$2KFlat
- BrazeBRZE42 shares · 0.0% of their software$1KNew · Flat
- NetScout Systems, Inc.NTCT52 shares · 0.0% of their software$1KFlat
- Ibotta, Inc.IBTA61 shares · 0.0% of their software$1KFlat
- Katapult Holdings, Inc.KPLT200 shares · 0.0% of their software$1KNew · Flat
- Alarum Technologies Ltd.ALAR150 shares · 0.0% of their software$1KFlat
- Commerce.com, Inc.CMRC304 shares · 0.0% of their software$1KFlat
- ZenaTech, Inc.ZENA337 shares · 0.0% of their software$1KFlat
- Pagaya Technologies Ltd.PGY42 shares · 0.0% of their software$878New · Flat
- Simulations PlusSLP47 shares · 0.0% of their software$857Flat
- SimilarwebSMWB100 shares · 0.0% of their software$749Flat
- Donnelley Financial Solutions, Inc.DFIN16 shares · 0.0% of their software$747Flat
- CertaraCERT73 shares · 0.0% of their software$643Flat
- PaymentusPAY18 shares · 0.0% of their software$569New · Flat
- Upbound Group, Inc.UPBD32 shares · 0.0% of their software$562Flat
- DoceboDCBO24 shares · 0.0% of their software$533Flat
- Rocket One Inc.RKTO500 shares · 0.0% of their software$495Flat
- Rackspace Technology, Inc.RXT505 shares · 0.0% of their software$490Flat
- Payoneer Global Inc.PAYO79 shares · 0.0% of their software$444Flat
- Blend Labs, Inc.BLND115 shares · 0.0% of their software$350New · Flat
- AlkamiALKT12 shares · 0.0% of their software$277New · Flat
- Thryv Holdings, Inc.THRY44 shares · 0.0% of their software$266Flat
- TenableTENB10 shares · 0.0% of their software$235New · Flat
- N-ableNABL27 shares · 0.0% of their software$202Flat
- YextYEXT24 shares · 0.0% of their software$193New · Flat
- VivoPower PLCVIVO75 shares · 0.0% of their software$170New · Flat
- Xperi Inc.XPER28 shares · 0.0% of their software$164Flat
- Consensus Cloud Solutions, Inc.CCSI7 shares · 0.0% of their software$153Flat
- Cyngn Inc.CYN40 shares · 0.0% of their software$95Flat
- Forum Markets, IncorporatedFRMM13 shares · 0.0% of their software$64New · Flat
- Wealthfront CorporationWLTH3 shares · 0.0% of their software$41New · Flat
- SmartRent, Inc.SMRT20 shares · 0.0% of their software$40New · Flat
- Inuvo, Inc.INUV11 shares · 0.0% of their software$27New · Flat