Generalist · Des Peres, MO
Jones Financial Companies Lllp
Q1 2026 · compared with Q4 2025
- Software
- $3.6B
- Weight of 13F
- 1.7%
- Names
- 249
- Net bought
- +$3.2B
4,718 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
- MicrosoftMSFT5,077,240 shares · 50.4% of their software · price −$576M$1.8B+$1.6B
- ServiceNowNOW1,856,285 shares · 5.1% of their software · price −$90.3M$185M+$209M
- PalantirPLTR1,201,510 shares · 4.8% of their software · price −$37.8M$172M+$91.4M
- SalesforceCRM915,072 shares · 4.6% of their software · price −$71.6M$165M+$103M
- Palo Alto NetworksPANW753,724 shares · 3.1% of their software · price −$18.0M$111M+$104M
- OracleORCL734,691 shares · 2.9% of their software · price −$35.1M$103M+$74.8M
- ShopifySHOP749,537 shares · 2.3% of their software · price −$31.7M$83.8M+$99.6M
- SynopsysSNPS175,329 shares · 1.9% of their software · price −$12.8M$66.8M+$70.2M
- IntuitINTU157,218 shares · 1.8% of their software · price −$36.2M$65.5M+$84.3M
- Uber Technologies, Inc.UBER914,712 shares · 1.8% of their software · price −$8.9M$63.3M+$49.6M
- FortinetFTNT657,019 shares · 1.4% of their software · price +$1.5M$51.7M−$628K
- CrowdStrikeCRWD131,662 shares · 1.4% of their software · price −$10.3M$48.7M+$19.0M
- Automatic Data Processing, Inc.ADP227,919 shares · 1.3% of their software · price −$12.3M$45.9M+$46.9M
- Tyler TechnologiesTYL125,215 shares · 1.2% of their software · price −$14.0M$41.8M+$55.9M
- AkamaiAKAM355,141 shares · 1.1% of their software · price +$9.8M$40.7M+$30.2M
- AdobeADBE156,154 shares · 1.0% of their software · price −$16.7M$36.8M+$8.9M
- ServiceTitanTTAN459,220 shares · 0.8% of their software · price −$19.8M$27.7M+$48.8M
- AppLovinAPP69,233 shares · 0.7% of their software · price −$19.1M$26.4M+$36.6M
- AutodeskADSK111,475 shares · 0.7% of their software · price −$6.3M$25.6M+$31.0M
- SAPSAP154,453 shares · 0.7% of their software · price −$11.1M$25.3M+$36.0M
- DynatraceDT661,123 shares · 0.7% of their software · price −$4.2M$23.7M+$28.5M
- Bentley SystemsBSY652,142 shares · 0.6% of their software · price −$2.0M$22.7M+$24.9M
- CadenceCDNS78,522 shares · 0.6% of their software · price −$2.7M$21.3M+$22.1M
- Fiserv, Inc.FISV374,521 shares · 0.6% of their software · price −$4.3M$20.2M+$7.7M
- VeriskVRSK110,691 shares · 0.6% of their software · price −$3.8M$20.2M+$23.4M
- SnowflakeSNOW121,027 shares · 0.5% of their software · price −$8.3M$18.5M+$18.7M
- BoxBOX686,115 shares · 0.4% of their software · price −$4.3M$15.8M+$20.5M
- WEX Inc.WEX106,567 shares · 0.4% of their software$15.7M+$15.8M
- Roper Technologies, Inc.ROP45,492 shares · 0.4% of their software · price −$4.2M$15.7M+$12.8M
- SS&CSSNC236,065 shares · 0.4% of their software · price −$4.7M$15.4M+$19.7M
- CloudflareNET73,521 shares · 0.4% of their software · price +$676K$14.9M+$11.1M
- Check PointCHKP101,804 shares · 0.4% of their software · price −$4.3M$14.2M+$2.0M
- MongoDBMDB54,069 shares · 0.4% of their software · price −$9.5M$12.7M+$21.3M
- VeevaVEEV65,547 shares · 0.3% of their software · price −$3.1M$11.3M+$11.6M
- PTCPTC77,342 shares · 0.3% of their software · price −$2.5M$10.6M+$13.2M
- EVERTEC, Inc.EVTC352,698 shares · 0.3% of their software$9.6M+$10.3M
- DatadogDDOG76,034 shares · 0.2% of their software · price −$1.4M$8.7M+$9.0M
- CoreWeave, Inc.CRWV112,137 shares · 0.2% of their software · price +$657K$8.4M+$2.4M
- GuidewireGWRE50,376 shares · 0.2% of their software · price −$2.6M$7.3M+$9.2M
- TrimbleTRMB108,562 shares · 0.2% of their software · price −$1.4M$6.8M+$1.7M
- BroadridgeBR41,079 shares · 0.2% of their software · price −$2.5M$6.5M+$6.2M
- SamsaraIOT210,641 shares · 0.2% of their software · price −$792K$6.3M+$7.4M
- Paychex, Inc.PAYX64,998 shares · 0.2% of their software · price −$1.3M$6.0M+$5.1M
- Fair IsaacFICO5,226 shares · 0.1% of their software · price −$3.3M$5.3M+$7.2M
- CoStarCSGP132,372 shares · 0.1% of their software · price −$3.6M$5.3M+$8.6M
- AppFolioAPPF33,005 shares · 0.1% of their software · price −$2.5M$5.1M+$7.6M
- ZscalerZS30,981 shares · 0.1% of their software · price −$2.6M$4.1M+$2.5M
- ToastTOST149,326 shares · 0.1% of their software · price −$1.3M$3.8M+$4.4M
- Rubrik, Inc.RBRK69,213 shares · 0.1% of their software · price −$1.9M$3.2M+$5.0M
- Corpay, Inc.CPAY10,771 shares · 0.1% of their software$3.1M+$3.1M
- Gen DigitalGEN166,452 shares · 0.1% of their software · price −$1.4M$3.1M+$4.4M
- Manhattan AssociatesMANH21,331 shares · 0.1% of their software · price −$857K$2.7M+$3.2M
- DigitalOceanDOCN30,586 shares · 0.1% of their software · price +$1.2M$2.5M+$1.5M
- ProcorePCOR45,320 shares · 0.1% of their software · price −$713K$2.5M+$3.3M
- The Trade DeskTTD101,315 shares · 0.1% of their software · price −$1.5M$2.2MFlat
- AtlassianTEAM32,154 shares · 0.1% of their software · price −$3.0M$2.1M+$4.4M
- MorningstarMORN13,301 shares · 0.1% of their software · price −$642K$2.1M+$2.8M
- Block, Inc.XYZ34,975 shares · 0.1% of their software$2.0M+$832K
- HubSpotHUBS8,435 shares · 0.1% of their software · price −$1.3M$1.9M+$2.1M
- SoundHound AI, Inc.SOUN287,844 shares · 0.0% of their software · price −$892K$1.7MFlat
- PaycomPAYC14,455 shares · 0.0% of their software · price −$547K$1.7M+$1.4M
- ZoomZM21,329 shares · 0.0% of their software$1.7M+$821K
- WorkdayWDAY13,227 shares · 0.0% of their software · price −$1.1M$1.6M+$1.3M
- TwilioTWLO12,319 shares · 0.0% of their software$1.5M+$875K
- NetApp, Inc.NTAP13,387 shares · 0.0% of their software$1.4M+$760K
- PaylocityPCTY11,661 shares · 0.0% of their software · price −$518K$1.2M+$1.6M
- DoximityDOCS49,881 shares · 0.0% of their software · price −$1.0M$1.2M+$2.0M
- DocuSignDOCU25,207 shares · 0.0% of their software · price −$529K$1.2MFlat
- OktaOKTA15,630 shares · 0.0% of their software$1.1M+$812K
- FactSetFDS4,830 shares · 0.0% of their software$958K+$701K
- CCC Intelligent Solutions Holdings Inc.CCC160,666 shares · 0.0% of their software$933K+$1.3M
- Strategy IncMSTR6,514 shares · 0.0% of their software$821K+$947K
- WixWIX9,388 shares · 0.0% of their software$818K+$782K
- Zeta GlobalZETA54,375 shares · 0.0% of their software$791KFlat
- VeriSign, Inc.VRSN3,155 shares · 0.0% of their software$781KFlat
- SailPointSAIL62,842 shares · 0.0% of their software$740K+$1.3M
- PegasystemsPEGA17,536 shares · 0.0% of their software$707K+$809K
- F5, Inc.FFIV2,469 shares · 0.0% of their software$696KFlat
- NICENICE6,039 shares · 0.0% of their software$654KFlat
- ePlus inc.PLUS8,402 shares · 0.0% of their software$629K+$718K
- LiveRamp Holdings, Inc.RAMP24,413 shares · 0.0% of their software$628K+$665K
- UiPathPATH50,901 shares · 0.0% of their software$544KFlat
- InterDigital, Inc.IDCC1,751 shares · 0.0% of their software$528K−$872K
- Sportradar Group AGSRAD29,968 shares · 0.0% of their software$514K+$704K
- Adeia Inc.ADEA20,063 shares · 0.0% of their software$485KFlat
- QualysQLYS5,329 shares · 0.0% of their software$456K+$671K
- monday.comMNDY6,539 shares · 0.0% of their software · price −$513K$435KFlat
- GoDaddyGDDY5,322 shares · 0.0% of their software$426K+$608K
- UnityU19,726 shares · 0.0% of their software$384K+$591K
- Global-EGLBE13,227 shares · 0.0% of their software$383KFlat
- Figma, Inc.FIG18,591 shares · 0.0% of their software$375KFlat
- CommvaultCVLT4,929 shares · 0.0% of their software$375K+$577K
- Lyft, Inc.LYFT28,915 shares · 0.0% of their software$372KFlat
- nCinoNCNO26,397 shares · 0.0% of their software$370K+$615K
- Pagaya Technologies Ltd.PGY32,855 shares · 0.0% of their software$367K+$686K
- AlkamiALKT23,500 shares · 0.0% of their software$358K+$542K
- BrazeBRZE15,543 shares · 0.0% of their software$357K+$532K
- BlackbaudBLKB8,413 shares · 0.0% of their software$317K+$512K
- VaronisVRNS13,324 shares · 0.0% of their software$283KFlat
- JFrogFROG6,480 shares · 0.0% of their software$281KFlat
- Q2QTWO5,604 shares · 0.0% of their software$255KFlat
- Wealthfront CorporationWLTH27,661 shares · 0.0% of their software$244KFlat
- Duos Technologies Group, Inc.DUOT34,100 shares · 0.0% of their software$238KFlat
- FastlyFSLY8,672 shares · 0.0% of their software$238KFlat
- TenableTENB14,309 shares · 0.0% of their software$237KFlat
- GigaCloud Technology Inc.GCT5,608 shares · 0.0% of their software$233KFlat
- SentinelOneS17,900 shares · 0.0% of their software$225KFlat
- Shift4 Payments, Inc.FOUR4,932 shares · 0.0% of their software$219KFlat
- Calix, Inc.CALX4,273 shares · 0.0% of their software$215KFlat
- Simulations PlusSLP18,764 shares · 0.0% of their software$214KFlat
- DescartesDSGX3,009 shares · 0.0% of their software$209KFlat
- Intapp, Inc.INTA8,315 shares · 0.0% of their software$205KFlat
- ProgressPRGS6,590 shares · 0.0% of their software$182KFlat
- Grab Holdings LimitedGRAB48,002 shares · 0.0% of their software$171KFlat
- KlaviyoKVYO8,394 shares · 0.0% of their software$157KFlat
- DuolingoDUOL1,640 shares · 0.0% of their software$156KFlat
- Xperi Inc.XPER25,284 shares · 0.0% of their software$140KFlat
- Amdocs LimitedDOX2,027 shares · 0.0% of their software$130KFlat
- Five9FIVN8,448 shares · 0.0% of their software$122KFlat
- StoneCo Ltd.STNE8,938 shares · 0.0% of their software$120KFlat
- NutanixNTNX2,976 shares · 0.0% of their software$112KFlat
- Cellebrite DI Ltd.CLBT7,940 shares · 0.0% of their software$103KFlat
- C3.aiAI11,026 shares · 0.0% of their software$86KFlat
- MagniteMGNI7,064 shares · 0.0% of their software$82KFlat
- GitLabGTLB4,041 shares · 0.0% of their software$82KFlat
- Clear Secure, Inc.YOU1,729 shares · 0.0% of their software$82KFlat
- NCR Atleos CorporationNATL1,909 shares · 0.0% of their software$82KFlat
- Agilysys, Inc.AGYS1,112 shares · 0.0% of their software$78KFlat
- PagSeguro Digital Ltd.PAGS7,554 shares · 0.0% of their software$73KFlat
- ElasticESTC1,371 shares · 0.0% of their software$67KFlat
- SPS CommerceSPSC1,183 shares · 0.0% of their software$64KFlat
- WaystarWAY2,736 shares · 0.0% of their software$64KFlat
- DLocal LimitedDLO5,100 shares · 0.0% of their software$63KFlat
- SchrödingerSDGR4,669 shares · 0.0% of their software$52KFlat
- PhreesiaPHR4,688 shares · 0.0% of their software$51KNew · Flat
- Diebold Nixdorf, IncorporatedDBD660 shares · 0.0% of their software$50KFlat
- TeradataTDC1,912 shares · 0.0% of their software$48KFlat
- Datavault AI Inc.DVLT83,508 shares · 0.0% of their software$48KFlat
- Sprout SocialSPT8,447 shares · 0.0% of their software$47KFlat
- Sabre CorporationSABR26,805 shares · 0.0% of their software$41KFlat
- Ribbon Communications Inc.RBBN19,118 shares · 0.0% of their software$41KFlat
- Arqit Quantum Inc.ARQQ3,396 shares · 0.0% of their software$40KFlat
- WorkivaWK669 shares · 0.0% of their software$39KFlat
- Euronet Worldwide, Inc.EEFT593 shares · 0.0% of their software$39KFlat
- RingCentralRNG939 shares · 0.0% of their software$33KFlat
- PaymentusPAY1,341 shares · 0.0% of their software$33KFlat
- DropboxDBX1,470 shares · 0.0% of their software$33KFlat
- Cerence Inc.CRNC5,121 shares · 0.0% of their software$31KFlat
- AvePointAVPT3,282 shares · 0.0% of their software$31KFlat
- Daily Journal CorporationDJCO63 shares · 0.0% of their software$31KFlat
- BullishBLSH898 shares · 0.0% of their software$31KFlat
- AppianAPPN1,294 shares · 0.0% of their software$30KFlat
- VertexVERX2,617 shares · 0.0% of their software$30KFlat
- DoubleVerifyDV3,135 shares · 0.0% of their software$29KFlat
- Karooooo Ltd.KARO575 shares · 0.0% of their software$27KFlat
- Palladyne AI Corp.PDYN4,537 shares · 0.0% of their software$26KFlat
- Life360, Inc.LIF634 shares · 0.0% of their software$24KFlat
- Rezolve AI PLCRZLV9,938 shares · 0.0% of their software$24KFlat
- Infleqtion, Inc.INFQ2,347 shares · 0.0% of their software$23KNew · Flat
- Bandwidth Inc.BAND1,334 shares · 0.0% of their software$22KFlat
- Gorilla Technology Group Inc.GRRR2,338 shares · 0.0% of their software$22KFlat
- ACI WorldwideACIW528 shares · 0.0% of their software$21KFlat
- BlackBerry LimitedBB6,608 shares · 0.0% of their software$21KFlat
- AsanaASAN3,246 shares · 0.0% of their software$20KFlat
- Remitly Global, Inc.RELY1,273 shares · 0.0% of their software$19KFlat
- FlywireFLYW1,675 shares · 0.0% of their software$19KNew · Flat
- Bakkt, Inc.BKKT2,392 shares · 0.0% of their software$18KFlat
- PubMaticPUBM1,953 shares · 0.0% of their software$16KFlat
- A10 Networks, Inc.ATEN668 shares · 0.0% of their software$15KFlat
- WeRide Inc.WRD2,134 shares · 0.0% of their software$15KFlat
- Alarm.com Holdings, Inc.ALRM349 shares · 0.0% of their software$15KFlat
- Dave Inc.DAVE79 shares · 0.0% of their software$14KFlat
- OpenTextOTEX628 shares · 0.0% of their software$14KFlat
- Allot Ltd.ALLT2,000 shares · 0.0% of their software$13KFlat
- Immersion CorporationIMMR2,236 shares · 0.0% of their software$12KFlat
- eGain CorporationEGAN1,607 shares · 0.0% of their software$12KNew · Flat
- Full Truck Alliance Co. Ltd.YMM1,522 shares · 0.0% of their software$12KNew · Flat
- Netskope, Inc.NTSK1,567 shares · 0.0% of their software$12KFlat
- Aeva Technologies, Inc.AEVA948 shares · 0.0% of their software$12KFlat
- FreshworksFRSH1,536 shares · 0.0% of their software$12KFlat
- BlackLineBL333 shares · 0.0% of their software$12KFlat
- Clearwater AnalyticsCWAN507 shares · 0.0% of their software$12K—
- MNTN, Inc.MNTN1,176 shares · 0.0% of their software$10KFlat
- Chime Financial, Inc.CHYM583 shares · 0.0% of their software$10KFlat
- AmplitudeAMPL1,429 shares · 0.0% of their software$9KFlat
- Radware Ltd.RDWR350 shares · 0.0% of their software$9KFlat
- PDF Solutions, Inc.PDFS263 shares · 0.0% of their software$9KNew · Flat
- Perfect Corp.PERF4,805 shares · 0.0% of their software$8KFlat
- LightspeedLSPD800 shares · 0.0% of their software$7KFlat
- Paysign, Inc.PAYS1,000 shares · 0.0% of their software$6KFlat
- SprinklrCXM915 shares · 0.0% of their software$5KFlat
- BILLBILL138 shares · 0.0% of their software$5KFlat
- Grindr Inc.GRND410 shares · 0.0% of their software$5KFlat
- ZoomInfoZI887 shares · 0.0% of their software$5K—
- Digital TurbineAPPS1,723 shares · 0.0% of their software$5KFlat
- Airship AI Holdings, Inc.AISP2,305 shares · 0.0% of their software$5KFlat
- Alarum Technologies Ltd.ALAR700 shares · 0.0% of their software$4KFlat
- i3 Verticals, Inc.IIIV184 shares · 0.0% of their software$4KNew · Flat
- Blaize Holdings, Inc.BZAI2,356 shares · 0.0% of their software$4KNew · Flat
- Endava plcDAVA900 shares · 0.0% of their software$4KFlat
- Aurora Mobile LimitedJG557 shares · 0.0% of their software$4KFlat
- Ooma, Inc.OOMA277 shares · 0.0% of their software$4KNew · Flat
- VTEXVTEX850 shares · 0.0% of their software$3KFlat
- Exodus Movement, Inc.EXOD495 shares · 0.0% of their software$3KFlat
- Mitek Systems, Inc.MITK235 shares · 0.0% of their software$3KFlat
- SemrushSEMR250 shares · 0.0% of their software$3K—
- Kodiak AI, Inc.KDK409 shares · 0.0% of their software$3KFlat
- AI Financial CorporationAIFC2,100 shares · 0.0% of their software$3KFlat
- Joint Stock Company Kaspi.kzKSPI35 shares · 0.0% of their software$2KFlat
- Upbound Group, Inc.UPBD132 shares · 0.0% of their software$2KFlat
- Red Violet, Inc.RDVT67 shares · 0.0% of their software$2KFlat
- Navan, Inc.NAVN191 shares · 0.0% of their software$2KNew · Flat
- N-ableNABL494 shares · 0.0% of their software$2KFlat
- Veritone, Inc.VERI1,170 shares · 0.0% of their software$2KFlat
- Nerdy Inc.NRDY2,596 shares · 0.0% of their software$2KFlat
- Expensify, Inc.EXFY2,391 shares · 0.0% of their software$2KFlat
- Bitdeer Technologies GroupBTDR225 shares · 0.0% of their software$2KNew · Flat
- Rapid7RPD328 shares · 0.0% of their software$2KFlat
- NetScout Systems, Inc.NTCT52 shares · 0.0% of their software$2KFlat
- SmartRent, Inc.SMRT1,032 shares · 0.0% of their software$2KFlat
- OneSpan Inc.OSPN150 shares · 0.0% of their software$2KFlat
- YextYEXT376 shares · 0.0% of their software$1KFlat
- Katapult Holdings, Inc.KPLT200 shares · 0.0% of their software$1KFlat
- International Money Express, Inc.IMXI86 shares · 0.0% of their software$1KNew · Flat
- Rekor Systems, Inc.REKR1,700 shares · 0.0% of their software$1KFlat
- PagerDutyPD200 shares · 0.0% of their software$1KFlat
- Roadzen, Inc.RDZN961 shares · 0.0% of their software$1KNew · Flat
- PAR Technology CorporationPAR69 shares · 0.0% of their software$884Flat
- Commerce.com, Inc.CMRC304 shares · 0.0% of their software$751Flat
- Donnelley Financial Solutions, Inc.DFIN16 shares · 0.0% of their software$732Flat
- Alight, Inc.ALIT1,322 shares · 0.0% of their software$717New · Flat
- AEye, Inc.LIDR350 shares · 0.0% of their software$648New · Flat
- Rackspace Technology, Inc.RXT505 shares · 0.0% of their software$530Flat
- Gloo Holdings, Inc.GLOO100 shares · 0.0% of their software$494New · Flat
- Core Scientific, Inc.CORZ31 shares · 0.0% of their software$467New · Flat
- CertaraCERT73 shares · 0.0% of their software$420Flat
- Blend Labs, Inc.BLND248 shares · 0.0% of their software$409Flat
- Rocket One Inc.RKTO500 shares · 0.0% of their software$403Flat
- DoceboDCBO24 shares · 0.0% of their software$399Flat
- Payoneer Global Inc.PAYO79 shares · 0.0% of their software$378Flat
- NetSol Technologies, Inc.NTWK100 shares · 0.0% of their software$329New · Flat
- SimilarwebSMWB100 shares · 0.0% of their software$252Flat
- ZenaTech, Inc.ZENA100 shares · 0.0% of their software$206Flat
- NextNav Inc.NN11 shares · 0.0% of their software$197New · Flat
- VivoPower PLCVIVO75 shares · 0.0% of their software$189Flat
- Agora, Inc.API52 shares · 0.0% of their software$177New · Flat
- Consensus Cloud Solutions, Inc.CCSI7 shares · 0.0% of their software$171Flat
- Smartbird, IncBIRD20 shares · 0.0% of their software$64New · Flat
- Cyngn Inc.CYN40 shares · 0.0% of their software$62Flat