Generalist · Plano, TX
Fisher Asset Management, LLC
- Software
- $18.1B
- Weight of 13F
- 5.0%
- Names
- 35
- Vs prior quarter
- +$1.7B
Filed 4 August 2026.
1,037 positions in the whole 13F.
Software held
- MicrosoftMSFT26,611,728 shares · 55.0% of their software$9.9B+$324M
- SAPSAP14,931,460 shares · 12.7% of their software$2.3B−$187M
- Palo Alto NetworksPANW5,755,989 shares · 10.9% of their software$2.0B+$1.9B
- OracleORCL13,261,451 shares · 10.8% of their software$1.9B+$537M
- ServiceNowNOW8,018,318 shares · 4.4% of their software$796MFlat
- SalesforceCRM3,832,253 shares · 3.3% of their software$600M−$126M
- IntuitINTU760,358 shares · 1.1% of their software$198M−$681M
- AutodeskADSK493,878 shares · 0.5% of their software$96.0M−$18.8M
- NutanixNTNX663,394 shares · 0.2% of their software$33.8MFlat
- PegasystemsPEGA1,099,069 shares · 0.2% of their software$32.9MFlat
- CommvaultCVLT231,299 shares · 0.2% of their software$32.8M+$20.1M
- BoxBOX922,431 shares · 0.1% of their software$24.5M+$10.4M