Generalist · New York, NY
UBS Asset Management
Q4 2024 · compared with Q3 2024
Filed as Ubs Am, a distinct business unit of Ubs Asset Management Americas LLC
- Software
- $59.1B
- Weight of 13F
- 13.8%
- Names
- 192
- Net bought
- +$6.5B
Filed 14 February 2025 · SEC filing.
Part of UBS. The stock total uses the largest filing in that family, so these shares are not added again.
2,613 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 2026225 names$54.2B+$293M
- Q1 2026223 names$50.4B+$2.5B
- Q4 2025211 names$63.2B+$10.7B
- Q3 2025173 names$68.7B+$18.4B
- Q2 2025196 names$49.0B−$16.8B
- Q1 2025196 names$58.0B+$5.1B
- Q4 2024192 names$59.1B+$6.5B
- Q3 2024193 names$51.5B+$1.9B
- Q2 2024188 names$50.1B+$11.7B
- Q1 2024176 names$37.6B−$140M
- Q4 2023177 names$34.9B+$196M
- Q3 2023177 names$29.3B+$2.6B
- Q2 2023176 names$24.1BFlat
- Q1 2023176 names$24.1B−$274M
- Q4 2022165 names$20.8B+$488M
- Q3 2022176 names$19.7B+$566M
- Q2 2022174 names$21.5B+$61.9M
- Q1 2022165 names$27.8B−$1.6B
- Q4 2021158 names$33.2B−$579M
- Q3 2021147 names$30.9B+$2.8B
- Q2 2021145 names$27.2B−$21.7M
- Q1 2021128 names$26.2B+$723M
- Q4 2020119 names$22.9BFlat
- Q3 2020119 names$22.9B+$3.4B
- Q2 2020115 names$17.8B−$742M
- Q1 2020105 names$14.3B+$579M
- Q4 2019101 names$14.7B+$639M
- Q3 2019101 names$12.7B+$1.5B
- Q2 201999 names$11.4B+$168M
- Q1 201992 names$10.4B+$416M
- Q4 201890 names$8.3B−$287M
- Q3 201884 names$9.9B−$62.9M
- Q2 201887 names$8.7B+$242M
- Q1 201882 names$7.7B+$915M
- Q4 201777 names$6.2B−$73.0M
- Q3 201774 names$5.7B+$224M
- Q2 201774 names$5.2B+$3.6M
- Q1 201769 names$4.9B+$98.2M
- Q4 201668 names$4.4B−$407M
- Q3 201675 names$4.7B−$120M
- Q2 201671 names$4.5B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT59,961,337 shares · 42.7% of their software · price −$528M$25.3B+$2.3B
- SalesforceCRM8,658,132 shares · 4.9% of their software · price +$525M$2.9B+$165M
- ServiceNowNOW2,654,825 shares · 4.8% of their software · price +$440M$2.8B+$78.6M
- AdobeADBE5,341,695 shares · 4.0% of their software · price −$390M$2.4B+$311M
- OracleORCL13,825,360 shares · 3.9% of their software · price −$52.0M$2.3B+$401M
- IntuitINTU3,072,021 shares · 3.3% of their software · price +$23.0M$1.9B+$479M
- CadenceCDNS4,416,269 shares · 2.2% of their software · price +$130M$1.3B+$116M
- Automatic Data Processing, Inc.ADP3,771,011 shares · 1.9% of their software · price +$60.3M$1.1B+$147M
- Palo Alto NetworksPANW5,951,283 shares · 1.8% of their software · price −$951M$1.1B+$1.1B
- Fiserv, Inc.FISV4,616,841 shares · 1.6% of their software · price +$119M$948M+$69.1M
- AutodeskADSK3,053,750 shares · 1.5% of their software · price +$61.3M$903M+$184M
- PalantirPLTR10,532,241 shares · 1.3% of their software · price +$405M$797M+$12.8M
- SynopsysSNPS1,510,830 shares · 1.2% of their software · price −$31.8M$733M−$12.0M
- Uber Technologies, Inc.UBER12,019,502 shares · 1.2% of their software · price −$178M$725M+$20.3M
- CrowdStrikeCRWD1,815,895 shares · 1.1% of their software · price +$112M$621M+$68.8M
- Roper Technologies, Inc.ROP1,092,529 shares · 1.0% of their software · price −$40.0M$568M+$82.0M
- FortinetFTNT5,990,190 shares · 1.0% of their software · price +$101M$566M+$15.7M
- WorkdayWDAY2,191,170 shares · 1.0% of their software · price +$29.8M$565M+$53.4M
- Fair IsaacFICO244,262 shares · 0.8% of their software · price +$11.6M$486M+$29.6M
- ZscalerZS2,601,129 shares · 0.8% of their software · price +$24.6M$469M+$62.3M
- Paychex, Inc.PAYX3,130,781 shares · 0.7% of their software · price +$18.9M$439M+$53.9M
- HubSpotHUBS567,465 shares · 0.7% of their software · price +$93.7M$395M+$21.5M
- TrimbleTRMB5,532,255 shares · 0.7% of their software · price +$47.4M$391M+$8.3M
- SnowflakeSNOW2,253,476 shares · 0.6% of their software · price +$89.1M$348M+$36.5M
- NetApp, Inc.NTAP2,986,330 shares · 0.6% of their software · price −$22.2M$347M+$27.2M
- ZoomZM4,174,025 shares · 0.6% of their software · price +$49.5M$341M+$6.1M
- VeriskVRSK1,219,674 shares · 0.6% of their software · price +$9.1M$336M+$62.4M
- AtlassianTEAM1,373,394 shares · 0.6% of their software · price +$116M$334M+$25.9M
- AppLovinAPP1,020,479 shares · 0.6% of their software · price +$197M$330M+$5.0M
- DatadogDDOG1,912,213 shares · 0.5% of their software · price +$53.2M$273M−$13.0M
- GoDaddyGDDY1,363,592 shares · 0.5% of their software · price +$55.3M$269MFlat
- MongoDBMDB1,141,993 shares · 0.4% of their software · price −$42.9M$266M+$82.1M
- The Trade DeskTTD2,198,972 shares · 0.4% of their software · price +$17.3M$258M+$9.8M
- VeevaVEEV1,214,146 shares · 0.4% of their software$255M+$47.4M
- Block, Inc.XYZ2,984,955 shares · 0.4% of their software · price +$53.3M$254M+$38.6M
- CloudflareNET2,342,967 shares · 0.4% of their software · price +$62.8M$252M+$14.1M
- ShopifySHOP2,230,220 shares · 0.4% of their software · price +$58.4M$237M−$11.6M
- BroadridgeBR1,043,126 shares · 0.4% of their software · price +$11.5M$236M+$29.7M
- Gen DigitalGEN8,546,404 shares · 0.4% of their software$234M+$43.3M
- Strategy IncMSTR802,464 shares · 0.4% of their software · price +$97.1M$232M+$27.4M
- PTCPTC1,190,154 shares · 0.4% of their software · price +$3.8M$219M+$19.5M
- DynatraceDT3,895,262 shares · 0.4% of their software · price +$3.4M$212M+$72.2M
- Check PointCHKP1,033,615 shares · 0.3% of their software · price −$6.3M$193M−$11.8M
- CoStarCSGP2,647,849 shares · 0.3% of their software · price −$10.2M$190M+$41.6M
- TwilioTWLO1,602,428 shares · 0.3% of their software · price +$68.7M$173M+$21.6M
- F5, Inc.FFIV650,992 shares · 0.3% of their software · price +$20.4M$164M+$25.7M
- Tyler TechnologiesTYL283,449 shares · 0.3% of their software · price −$2.0M$163M+$57.0M
- Lyft, Inc.LYFT12,178,280 shares · 0.3% of their software · price +$1.8M$157M−$74.9M
- DocuSignDOCU1,709,807 shares · 0.3% of their software · price +$47.6M$154M+$3.1M
- Manhattan AssociatesMANH545,570 shares · 0.2% of their software · price −$6.1M$147M+$7.8M
- VeriSign, Inc.VRSN704,279 shares · 0.2% of their software · price +$12.0M$146M+$15.5M
- FactSetFDS297,822 shares · 0.2% of their software · price +$6.1M$143M+$19.7M
- AkamaiAKAM1,485,241 shares · 0.2% of their software · price −$7.9M$142M+$15.5M
- Corpay, Inc.CPAY403,608 shares · 0.2% of their software · price +$10.4M$137M+$26.5M
- OktaOKTA1,559,625 shares · 0.2% of their software · price +$7.0M$123M+$10.4M
- SS&CSSNC1,139,996 shares · 0.1% of their software · price +$1.8M$86.4M−$10.8M
- NutanixNTNX1,314,509 shares · 0.1% of their software · price +$2.5M$80.4M+$25.4M
- SamsaraIOT1,776,416 shares · 0.1% of their software · price −$7.9M$77.6M−$15.5M
- BILLBILL873,211 shares · 0.1% of their software · price +$27.9M$74.0M+$14.0M
- WixWIX329,543 shares · 0.1% of their software · price +$15.6M$70.7M−$2.1M
- Grab Holdings LimitedGRAB14,582,517 shares · 0.1% of their software · price +$13.4M$68.8M+$8.1M
- PaycomPAYC296,763 shares · 0.1% of their software · price +$11.4M$60.8M+$8.2M
- ToastTOST1,651,908 shares · 0.1% of their software · price +$13.4M$60.2M+$4.2M
- DropboxDBX1,761,252 shares · 0.1% of their software · price +$8.1M$52.9M+$3.5M
- NICENICE285,000 shares · 0.1% of their software · price −$1.1M$48.4MFlat
- QualysQLYS334,603 shares · 0.1% of their software · price +$3.9M$46.9M−$6.8M
- GuidewireGWRE277,653 shares · 0.1% of their software · price −$4.0M$46.8M+$5.9M
- DoximityDOCS853,725 shares · 0.1% of their software · price +$8.4M$45.6M−$16.5M
- Rubrik, Inc.RBRK667,229 shares · 0.1% of their software · price +$22.2M$43.6M+$13.5M
- Rapid7RPD1,076,444 shares · 0.1% of their software$43.3MFlat
- SentinelOneS1,891,578 shares · 0.1% of their software · price −$3.3M$42.0M+$1.5M
- ElasticESTC417,016 shares · 0.1% of their software · price +$9.3M$41.3M+$1.0M
- Bentley SystemsBSY870,955 shares · 0.1% of their software · price −$3.6M$40.7M+$3.9M
- DuolingoDUOL124,485 shares · 0.1% of their software · price +$5.3M$40.4MFlat
- Amdocs LimitedDOX459,830 shares · 0.1% of their software · price −$1.1M$39.1M+$16.5M
- TeradataTDC1,124,088 shares · 0.1% of their software · price +$911K$35.0M+$922K
- GitLabGTLB614,871 shares · 0.1% of their software · price +$3.0M$34.6M−$512K
- WEX Inc.WEX193,971 shares · 0.1% of their software · price −$6.7M$34.0M+$4.1M
- MorningstarMORN98,337 shares · 0.1% of their software · price +$1.7M$33.1M+$3.1M
- PhreesiaPHR1,267,084 shares · 0.1% of their software · price +$3.0M$31.9M−$6.1M
- SchrödingerSDGR1,619,804 shares · 0.1% of their software · price +$1.2M$31.2M−$10.0M
- Shift4 Payments, Inc.FOUR292,204 shares · 0.1% of their software · price +$4.4M$30.3MFlat
- Global-EGLBE540,985 shares · 0.0% of their software · price +$8.7M$29.5M−$3.0M
- AppFolioAPPF118,219 shares · 0.0% of their software · price +$1.3M$29.2MFlat
- Five9FIVN682,728 shares · 0.0% of their software · price +$8.1M$27.7M+$14.2M
- monday.comMNDY117,436 shares · 0.0% of their software · price −$5.0M$27.6M+$3.6M
- PaylocityPCTY128,794 shares · 0.0% of their software · price +$4.4M$25.7M+$4.2M
- VaronisVRNS554,621 shares · 0.0% of their software · price −$6.7M$24.6MFlat
- ProcorePCOR298,239 shares · 0.0% of their software · price +$3.9M$22.3M+$2.5M
- SPS CommerceSPSC117,493 shares · 0.0% of their software · price −$1.2M$21.6M+$3.0M
- CommvaultCVLT135,710 shares · 0.0% of their software$20.5M+$3.6M
- WorkivaWK181,478 shares · 0.0% of their software · price +$5.5M$19.9M+$3.3M
- ACI WorldwideACIW358,344 shares · 0.0% of their software$18.6M+$2.1M
- Q2QTWO179,409 shares · 0.0% of their software · price +$3.7M$18.1M+$5.7M
- UiPathPATH1,401,993 shares · 0.0% of their software$17.8M+$5.1M
- UnityU767,695 shares · 0.0% of their software$17.3M+$2.0M
- FlywireFLYW711,356 shares · 0.0% of their software · price +$3.0M$14.7M+$1.7M
- BrazeBRZE340,955 shares · 0.0% of their software · price +$3.3M$14.3MFlat
- InterDigital, Inc.IDCC72,961 shares · 0.0% of their software · price +$3.8M$14.1M+$2.1M
- CourseraCOUR1,662,492 shares · 0.0% of their software · price +$931K$14.1MFlat
- BoxBOX445,096 shares · 0.0% of their software · price −$503K$14.1M+$2.5M
- CCC Intelligent Solutions Holdings Inc.CCC1,157,937 shares · 0.0% of their software · price +$787K$13.6M−$2.0M
- Zeta GlobalZETA739,069 shares · 0.0% of their software · price −$8.8M$13.3M−$39.0M
- SoundHound AI, Inc.SOUN628,772 shares · 0.0% of their software · price +$9.5M$12.5M+$1.1M
- Clearwater AnalyticsCWAN452,466 shares · 0.0% of their software$12.5M—
- PegasystemsPEGA132,070 shares · 0.0% of their software · price +$2.7M$12.3M+$1.6M
- TenableTENB309,575 shares · 0.0% of their software$12.2M+$2.1M
- Euronet Worldwide, Inc.EEFT116,466 shares · 0.0% of their software$12.0M+$2.2M
- OpenTextOTEX404,469 shares · 0.0% of their software · price −$2.0M$11.5M−$1.7M
- Intapp, Inc.INTA177,000 shares · 0.0% of their software · price +$2.9M$11.3M+$1.1M
- DigitalOceanDOCN323,508 shares · 0.0% of their software · price −$2.0M$11.0M−$998K
- StoneCo Ltd.STNE1,278,508 shares · 0.0% of their software · price −$4.2M$10.2M+$5.3M
- ZoomInfoZI936,601 shares · 0.0% of their software$9.8M—
- BlackLineBL157,535 shares · 0.0% of their software · price +$885K$9.6M+$2.1M
- Sprout SocialSPT303,390 shares · 0.0% of their software$9.3M−$800K
- ProgressPRGS142,639 shares · 0.0% of their software$9.3M+$1.4M
- RingCentralRNG255,792 shares · 0.0% of their software · price +$865K$9.0M+$1.0M
- VertexVERX165,521 shares · 0.0% of their software · price +$2.5M$8.8M+$1.0M
- nCinoNCNO242,090 shares · 0.0% of their software$8.1M+$3.1M
- DoubleVerifyDV418,471 shares · 0.0% of their software · price +$992K$8.0M+$655K
- C3.aiAI232,109 shares · 0.0% of their software · price +$2.4M$8.0M+$1.5M
- Agilysys, Inc.AGYS58,814 shares · 0.0% of their software · price +$1.3M$7.7M+$1.7M
- Alarm.com Holdings, Inc.ALRM125,120 shares · 0.0% of their software · price +$767K$7.6M+$657K
- BlackbaudBLKB97,573 shares · 0.0% of their software · price −$1.0M$7.2M+$1.4M
- Payoneer Global Inc.PAYO715,857 shares · 0.0% of their software · price +$1.8M$7.2M+$1.0M
- Remitly Global, Inc.RELY314,714 shares · 0.0% of their software · price +$2.9M$7.1M+$973K
- Alight, Inc.ALIT960,332 shares · 0.0% of their software$6.6M+$1.4M
- Donnelley Financial Solutions, Inc.DFIN100,280 shares · 0.0% of their software$6.3M+$1.0M
- DescartesDSGX53,958 shares · 0.0% of their software · price +$574K$6.1M−$52.0M
- PAR Technology CorporationPAR84,186 shares · 0.0% of their software · price +$1.7M$6.1M+$901K
- FreshworksFRSH370,676 shares · 0.0% of their software · price +$1.7M$6.0M+$696K
- MagniteMGNI368,620 shares · 0.0% of their software · price +$763K$5.9MFlat
- Calix, Inc.CALX159,423 shares · 0.0% of their software · price −$625K$5.6M+$1.2M
- Core Scientific, Inc.CORZ394,999 shares · 0.0% of their software · price +$865K$5.5M+$2.0M
- JFrogFROG185,552 shares · 0.0% of their software$5.5M+$872K
- ePlus inc.PLUS71,660 shares · 0.0% of their software · price −$1.8M$5.3M+$1.1M
- Life360, Inc.LIF123,328 shares · 0.0% of their software$5.1MNew · +$4.9M
- NCR Atleos CorporationNATL147,680 shares · 0.0% of their software · price +$796K$5.0M+$726K
- LiveRamp Holdings, Inc.RAMP163,449 shares · 0.0% of their software · price +$914K$5.0MFlat
- Clear Secure, Inc.YOU174,641 shares · 0.0% of their software · price −$1.1M$4.7M+$1.1M
- AsanaASAN226,025 shares · 0.0% of their software · price +$2.0M$4.6MFlat
- AvePointAVPT263,084 shares · 0.0% of their software · price +$1.2M$4.3MFlat
- KlaviyoKVYO105,178 shares · 0.0% of their software · price +$616K$4.3M+$1.6M
- AlkamiALKT117,939 shares · 0.0% of their software · price +$606K$4.3M+$1.0M
- NetScout Systems, Inc.NTCT198,172 shares · 0.0% of their software$4.3MFlat
- PagerDutyPD233,679 shares · 0.0% of their software$4.3MFlat
- Upbound Group, Inc.UPBD140,151 shares · 0.0% of their software$4.1M+$690K
- A10 Networks, Inc.ATEN191,390 shares · 0.0% of their software · price +$758K$3.5MFlat
- Cellebrite DI Ltd.CLBT148,132 shares · 0.0% of their software · price +$769K$3.3M+$612K
- BlackBerry LimitedBB813,155 shares · 0.0% of their software · price +$943K$3.1MFlat
- EVERTEC, Inc.EVTC85,875 shares · 0.0% of their software$3.0M−$3.5M
- AppianAPPN87,836 shares · 0.0% of their software$2.9MFlat
- Sabre CorporationSABR791,512 shares · 0.0% of their software$2.9M+$780K
- CertaraCERT263,574 shares · 0.0% of their software$2.8MFlat
- Adeia Inc.ADEA188,503 shares · 0.0% of their software$2.6MFlat
- FastlyFSLY263,124 shares · 0.0% of their software$2.5MFlat
- SprinklrCXM250,633 shares · 0.0% of their software$2.1MFlat
- Ribbon Communications Inc.RBBN476,868 shares · 0.0% of their software$2.0MFlat
- YextYEXT297,405 shares · 0.0% of their software$1.9MFlat
- Radware Ltd.RDWR83,660 shares · 0.0% of their software$1.9MFlat
- LightspeedLSPD122,854 shares · 0.0% of their software$1.9MFlat
- PDF Solutions, Inc.PDFS65,725 shares · 0.0% of their software$1.8MFlat
- OneSpan Inc.OSPN92,540 shares · 0.0% of their software$1.7MFlat
- NextNav Inc.NN107,302 shares · 0.0% of their software · price +$866K$1.7MFlat
- N-ableNABL170,357 shares · 0.0% of their software · price −$634K$1.6MFlat
- Blend Labs, Inc.BLND374,682 shares · 0.0% of their software$1.6M+$729K
- AmplitudeAMPL145,843 shares · 0.0% of their software$1.5MFlat
- PaymentusPAY46,308 shares · 0.0% of their software · price +$586K$1.5MFlat
- PubMaticPUBM94,246 shares · 0.0% of their software$1.4MFlat
- i3 Verticals, Inc.IIIV58,298 shares · 0.0% of their software$1.3MFlat
- International Money Express, Inc.IMXI63,906 shares · 0.0% of their software$1.3MFlat
- Bitdeer Technologies GroupBTDR61,254 shares · 0.0% of their software · price +$848K$1.3MFlat
- WaystarWAY35,677 shares · 0.0% of their software$1.3MNew · +$995K
- Daily Journal CorporationDJCO2,030 shares · 0.0% of their software$1.2MFlat
- Simulations PlusSLP40,395 shares · 0.0% of their software$1.1MFlat
- Riskified Ltd.RSKD219,262 shares · 0.0% of their software$1.0MFlat
- Repay Holdings CorporationRPAY134,927 shares · 0.0% of their software$1.0MFlat
- Thryv Holdings, Inc.THRY69,409 shares · 0.0% of their software$1.0MFlat
- Tuya Inc.TUYA560,101 shares · 0.0% of their software$1.0MFlat
- Mitek Systems, Inc.MITK81,781 shares · 0.0% of their software$910KFlat
- Grindr Inc.GRND49,559 shares · 0.0% of their software$884KNew · +$591K
- Diebold Nixdorf, IncorporatedDBD20,335 shares · 0.0% of their software$875KFlat
- SemrushSEMR69,539 shares · 0.0% of their software$826K—
- DoceboDCBO15,903 shares · 0.0% of their software$712KFlat
- Commerce.com, Inc.CMRC111,052 shares · 0.0% of their software$680KFlat
- GigaCloud Technology Inc.GCT36,418 shares · 0.0% of their software$674KFlat
- Pagaya Technologies Ltd.PGY63,417 shares · 0.0% of their software$589KFlat
- Ibotta, Inc.IBTA5,844 shares · 0.0% of their software$380KFlat
- Definitive HealthcareDH81,358 shares · 0.0% of their software$334KFlat
- Nayax Ltd.NYAX9,040 shares · 0.0% of their software$264KFlat
- SimilarwebSMWB15,912 shares · 0.0% of their software$225KFlat
- PagSeguro Digital Ltd.PAGS13,300 shares · 0.0% of their software$83K−$5.6M