Generalist · New York, NY
UBS Asset Management
Q1 2025 · compared with Q4 2024
Filed as Ubs Am, a distinct business unit of Ubs Asset Management Americas LLC
- Software
- $58.0B
- Weight of 13F
- 14.9%
- Names
- 196
- Net bought
- +$5.1B
Filed 19 May 2025 · SEC filing.
Part of UBS. The stock total uses the largest filing in that family, so these shares are not added again.
2,624 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
- MicrosoftMSFT62,267,822 shares · 40.3% of their software · price −$2.9B$23.4B+$972M
- SalesforceCRM9,258,518 shares · 4.3% of their software · price −$611M$2.5B+$201M
- ServiceNowNOW2,843,117 shares · 3.9% of their software · price −$751M$2.3B+$200M
- AdobeADBE5,468,383 shares · 3.6% of their software · price −$334M$2.1B+$56.3M
- OracleORCL13,884,524 shares · 3.3% of their software · price −$373M$1.9BFlat
- IntuitINTU2,971,073 shares · 3.1% of their software · price −$43.1M$1.8B−$63.4M
- CadenceCDNS4,729,026 shares · 2.1% of their software · price −$218M$1.2B+$94.0M
- Palo Alto NetworksPANW6,902,048 shares · 2.0% of their software · price −$78.1M$1.2B+$173M
- Automatic Data Processing, Inc.ADP3,848,307 shares · 2.0% of their software · price +$49.3M$1.2B+$22.6M
- Fiserv, Inc.FISV4,616,269 shares · 1.8% of their software · price +$71.1M$1.0BFlat
- PalantirPLTR11,668,082 shares · 1.7% of their software · price +$102M$985M+$85.9M
- CrowdStrikeCRWD2,771,424 shares · 1.7% of their software · price +$28.9M$977M+$327M
- Uber Technologies, Inc.UBER12,420,690 shares · 1.6% of their software · price +$156M$905M+$24.2M
- AutodeskADSK3,454,264 shares · 1.6% of their software · price −$117M$904M+$118M
- SynopsysSNPS1,816,319 shares · 1.3% of their software · price −$103M$779M+$148M
- FortinetFTNT7,016,467 shares · 1.2% of their software · price +$12.5M$675M+$97.0M
- Roper Technologies, Inc.ROP1,124,724 shares · 1.1% of their software · price +$78.4M$663M+$16.7M
- ZscalerZS3,128,170 shares · 1.1% of their software · price +$56.3M$621M+$95.1M
- Fair IsaacFICO316,780 shares · 1.0% of their software · price −$46.5M$584M+$144M
- WorkdayWDAY2,245,249 shares · 0.9% of their software · price −$55.0M$524M+$14.0M
- Paychex, Inc.PAYX3,326,529 shares · 0.9% of their software · price +$46.8M$513M+$27.4M
- VeriskVRSK1,653,727 shares · 0.8% of their software · price +$36.7M$492M+$120M
- TrimbleTRMB6,978,106 shares · 0.8% of their software · price −$35.0M$458M+$102M
- VeevaVEEV1,799,931 shares · 0.7% of their software · price +$38.5M$417M+$123M
- AtlassianTEAM1,919,172 shares · 0.7% of their software · price −$59.8M$407M+$133M
- HubSpotHUBS661,946 shares · 0.7% of their software · price −$83.1M$378M+$65.8M
- CloudflareNET3,129,030 shares · 0.6% of their software · price +$15.7M$353M+$84.6M
- Check PointCHKP1,483,714 shares · 0.6% of their software · price +$61.2M$338M+$84.0M
- DynatraceDT6,987,838 shares · 0.6% of their software · price −$50.3M$329M+$168M
- AppLovinAPP1,243,384 shares · 0.6% of their software · price −$73.2M$329M+$72.2M
- SnowflakeSNOW2,234,257 shares · 0.6% of their software · price −$18.4M$327MFlat
- Gen DigitalGEN12,270,615 shares · 0.6% of their software · price −$10.3M$326M+$102M
- NetApp, Inc.NTAP3,546,548 shares · 0.5% of their software · price −$100M$312M+$65.0M
- Strategy IncMSTR1,045,517 shares · 0.5% of their software · price −$1.4M$301M+$70.4M
- OktaOKTA2,748,847 shares · 0.5% of their software · price +$72.6M$289M+$93.7M
- DatadogDDOG2,836,118 shares · 0.5% of their software · price −$124M$281M+$132M
- ZoomZM3,796,797 shares · 0.5% of their software · price −$29.8M$280M−$30.8M
- BroadridgeBR1,076,761 shares · 0.4% of their software · price +$17.6M$261M+$7.6M
- GoDaddyGDDY1,321,960 shares · 0.4% of their software · price −$22.8M$238M−$8.2M
- PTCPTC1,517,480 shares · 0.4% of their software · price −$43.9M$235M+$60.2M
- MongoDBMDB1,271,444 shares · 0.4% of their software · price −$73.0M$223M+$30.1M
- CoStarCSGP2,551,086 shares · 0.3% of their software · price +$19.5M$202M−$6.9M
- F5, Inc.FFIV743,808 shares · 0.3% of their software · price +$11.0M$198M+$23.3M
- Manhattan AssociatesMANH1,100,410 shares · 0.3% of their software · price −$107M$190M+$150M
- TwilioTWLO1,920,443 shares · 0.3% of their software · price −$19.5M$188M+$34.4M
- VeriSign, Inc.VRSN702,575 shares · 0.3% of their software · price +$33.0M$178MFlat
- Tyler TechnologiesTYL300,748 shares · 0.3% of their software · price +$1.4M$175M+$10.0M
- DocuSignDOCU2,028,505 shares · 0.3% of their software · price −$17.3M$165M+$28.7M
- ShopifySHOP1,648,853 shares · 0.3% of their software · price −$17.9M$157M−$61.8M
- Block, Inc.XYZ2,852,339 shares · 0.3% of their software · price −$87.5M$155M−$11.3M
- NICENICE908,014 shares · 0.2% of their software · price −$14.2M$140M+$106M
- Corpay, Inc.CPAY396,559 shares · 0.2% of their software · price +$4.1M$138M−$2.4M
- FactSetFDS301,336 shares · 0.2% of their software · price −$7.7M$137M+$1.7M
- AkamaiAKAM1,536,347 shares · 0.2% of their software · price −$23.3M$124M+$4.9M
- The Trade DeskTTD2,166,281 shares · 0.2% of their software · price −$136M$119M−$3.8M
- DoximityDOCS1,966,801 shares · 0.2% of their software · price +$9.1M$114M+$59.4M
- SamsaraIOT2,823,484 shares · 0.2% of their software · price −$15.1M$108M+$45.7M
- SS&CSSNC1,249,222 shares · 0.2% of their software · price +$9.7M$104M+$8.3M
- Lyft, Inc.LYFT8,375,681 shares · 0.2% of their software · price −$8.6M$99.4M−$49.1M
- NutanixNTNX1,416,990 shares · 0.2% of their software · price +$12.2M$98.9M+$6.3M
- BILLBILL2,038,609 shares · 0.2% of their software · price −$79.1M$93.6M+$98.7M
- SchrödingerSDGR4,357,532 shares · 0.1% of their software · price +$2.0M$86.0M+$52.8M
- Zeta GlobalZETA6,306,270 shares · 0.1% of their software · price −$27.9M$85.5M+$100M
- QualysQLYS643,238 shares · 0.1% of their software · price −$9.2M$81.0M+$43.3M
- SentinelOneS4,374,714 shares · 0.1% of their software · price −$17.6M$79.5M+$55.1M
- Grab Holdings LimitedGRAB17,261,794 shares · 0.1% of their software · price −$3.3M$78.2M+$12.6M
- Five9FIVN2,679,356 shares · 0.1% of their software · price −$36.1M$72.7M+$81.1M
- PhreesiaPHR2,644,988 shares · 0.1% of their software · price +$1.1M$67.6M+$34.7M
- PaycomPAYC300,730 shares · 0.1% of their software · price +$4.1M$65.7M+$813K
- Rapid7RPD2,286,300 shares · 0.1% of their software · price −$31.4M$60.6M+$48.7M
- ToastTOST1,760,142 shares · 0.1% of their software · price −$5.8M$58.4M+$3.9M
- GuidewireGWRE301,940 shares · 0.1% of their software · price +$5.7M$56.6M+$4.1M
- WixWIX318,354 shares · 0.1% of their software · price −$16.3M$52.0M−$2.4M
- Amdocs LimitedDOX477,898 shares · 0.1% of their software · price +$3.0M$43.7M+$1.5M
- Rubrik, Inc.RBRK715,953 shares · 0.1% of their software · price −$3.1M$43.7M+$3.2M
- ElasticESTC429,526 shares · 0.1% of their software · price −$4.3M$38.3M+$1.2M
- DuolingoDUOL122,762 shares · 0.1% of their software · price −$1.7M$38.1M−$559K
- Bentley SystemsBSY895,213 shares · 0.1% of their software · price −$6.6M$35.2M+$1.1M
- MorningstarMORN109,257 shares · 0.1% of their software · price −$4.0M$32.8M+$3.7M
- TeradataTDC1,382,863 shares · 0.1% of their software · price −$12.0M$31.1M+$8.1M
- WEX Inc.WEX190,171 shares · 0.1% of their software · price −$3.5M$29.9M−$666K
- monday.comMNDY117,921 shares · 0.0% of their software · price +$910K$28.7MFlat
- GitLabGTLB585,653 shares · 0.0% of their software · price −$5.5M$27.5M−$1.6M
- DropboxDBX958,476 shares · 0.0% of their software · price −$3.2M$25.6M−$24.1M
- PaylocityPCTY136,388 shares · 0.0% of their software · price −$1.7M$25.6M+$1.5M
- VaronisVRNS619,257 shares · 0.0% of their software · price −$2.5M$25.0M+$2.9M
- Shift4 Payments, Inc.FOUR299,738 shares · 0.0% of their software · price −$6.6M$24.5M+$782K
- CommvaultCVLT147,410 shares · 0.0% of their software · price +$1.0M$23.3M+$1.8M
- ProcorePCOR350,746 shares · 0.0% of their software · price −$3.1M$23.2M+$3.9M
- ACI WorldwideACIW407,332 shares · 0.0% of their software · price +$1.1M$22.3M+$2.5M
- Global-EGLBE499,284 shares · 0.0% of their software · price −$9.4M$17.8M−$2.3M
- AppFolioAPPF72,725 shares · 0.0% of their software · price −$2.0M$16.0M−$11.2M
- InterDigital, Inc.IDCC77,066 shares · 0.0% of their software · price +$1.0M$15.9M+$795K
- UnityU813,176 shares · 0.0% of their software · price −$2.3M$15.9M+$1.0M
- UiPathPATH1,477,730 shares · 0.0% of their software · price −$3.6M$15.2M+$963K
- SPS CommerceSPSC113,695 shares · 0.0% of their software · price −$5.8M$15.1M−$699K
- Q2QTWO186,318 shares · 0.0% of their software · price −$3.8M$14.9M+$695K
- BoxBOX477,822 shares · 0.0% of their software$14.7M+$1.0M
- WorkivaWK176,880 shares · 0.0% of their software · price −$5.9M$13.4M−$503K
- Euronet Worldwide, Inc.EEFT121,475 shares · 0.0% of their software$13.0M+$515K
- Clearwater AnalyticsCWAN459,292 shares · 0.0% of their software$12.3M—
- TenableTENB326,924 shares · 0.0% of their software · price −$1.4M$11.4M+$683K
- DigitalOceanDOCN339,670 shares · 0.0% of their software$11.3M+$551K
- CCC Intelligent Solutions Holdings Inc.CCC1,232,145 shares · 0.0% of their software · price −$3.3M$11.1M+$870K
- PegasystemsPEGA155,783 shares · 0.0% of their software · price −$3.7M$10.8M+$2.2M
- Intapp, Inc.INTA174,251 shares · 0.0% of their software · price −$995K$10.2MFlat
- ZoomInfoZI962,311 shares · 0.0% of their software$9.6M—
- OpenTextOTEX370,861 shares · 0.0% of their software · price −$1.1M$9.4M−$952K
- Core Scientific, Inc.CORZ1,109,387 shares · 0.0% of their software · price −$7.6M$8.0M+$10.0M
- BlackLineBL164,763 shares · 0.0% of their software · price −$2.0M$8.0MFlat
- nCinoNCNO281,435 shares · 0.0% of their software · price −$1.7M$7.7M+$1.3M
- ProgressPRGS146,398 shares · 0.0% of their software · price −$2.0M$7.5MFlat
- Alarm.com Holdings, Inc.ALRM131,200 shares · 0.0% of their software · price −$676K$7.3MFlat
- JFrogFROG205,745 shares · 0.0% of their software · price +$533K$6.6M+$594K
- RingCentralRNG261,190 shares · 0.0% of their software · price −$2.7M$6.5MFlat
- WaystarWAY171,338 shares · 0.0% of their software$6.4M+$5.0M
- BlackbaudBLKB101,751 shares · 0.0% of their software · price −$1.2M$6.3MFlat
- Calix, Inc.CALX176,328 shares · 0.0% of their software$6.2M+$589K
- Remitly Global, Inc.RELY298,861 shares · 0.0% of their software · price −$529K$6.2MFlat
- DoubleVerifyDV461,814 shares · 0.0% of their software · price −$2.7M$6.2M+$833K
- Alight, Inc.ALIT1,027,103 shares · 0.0% of their software · price −$1.0M$6.1MFlat
- PAR Technology CorporationPAR95,255 shares · 0.0% of their software · price −$1.1M$5.8M+$804K
- SoundHound AI, Inc.SOUN692,170 shares · 0.0% of their software · price −$8.1M$5.6M+$1.3M
- Payoneer Global Inc.PAYO757,827 shares · 0.0% of their software · price −$2.1M$5.5MFlat
- DescartesDSGX54,618 shares · 0.0% of their software · price −$697K$5.5MFlat
- BrazeBRZE148,115 shares · 0.0% of their software · price −$859K$5.3M−$8.1M
- Life360, Inc.LIF138,748 shares · 0.0% of their software$5.3M+$636K
- FreshworksFRSH363,301 shares · 0.0% of their software · price −$748K$5.1MFlat
- PagerDutyPD279,941 shares · 0.0% of their software$5.1M+$845K
- C3.aiAI242,784 shares · 0.0% of their software · price −$3.2M$5.1MFlat
- VertexVERX141,206 shares · 0.0% of their software · price −$2.6M$4.9M−$1.3M
- ePlus inc.PLUS76,186 shares · 0.0% of their software · price −$979K$4.6MFlat
- MagniteMGNI404,717 shares · 0.0% of their software · price −$1.8M$4.6M+$575K
- KlaviyoKVYO148,158 shares · 0.0% of their software · price −$1.6M$4.5M+$1.8M
- NetScout Systems, Inc.NTCT213,284 shares · 0.0% of their software$4.5MFlat
- LiveRamp Holdings, Inc.RAMP170,842 shares · 0.0% of their software · price −$723K$4.5MFlat
- Donnelley Financial Solutions, Inc.DFIN101,954 shares · 0.0% of their software · price −$1.9M$4.5MFlat
- Clear Secure, Inc.YOU165,191 shares · 0.0% of their software$4.3MFlat
- NCR Atleos CorporationNATL161,075 shares · 0.0% of their software · price −$1.2M$4.2MFlat
- Agilysys, Inc.AGYS56,544 shares · 0.0% of their software · price −$3.3M$4.1MFlat
- AsanaASAN258,733 shares · 0.0% of their software · price −$1.5M$3.8M+$663K
- PowerFleet, Inc.AIOT668,486 shares · 0.0% of their software · price −$782K$3.7MNew · +$4.5M
- AvePointAVPT246,480 shares · 0.0% of their software · price −$510K$3.6MFlat
- Cellebrite DI Ltd.CLBT173,013 shares · 0.0% of their software$3.4M+$548K
- Upbound Group, Inc.UPBD138,589 shares · 0.0% of their software · price −$722K$3.3MFlat
- A10 Networks, Inc.ATEN202,658 shares · 0.0% of their software$3.3MFlat
- AlkamiALKT121,491 shares · 0.0% of their software · price −$1.3M$3.2MFlat
- EVERTEC, Inc.EVTC86,721 shares · 0.0% of their software$3.2MFlat
- BlackBerry LimitedBB823,822 shares · 0.0% of their software$3.1MFlat
- Adeia Inc.ADEA231,421 shares · 0.0% of their software$3.1M+$600K
- CertaraCERT299,528 shares · 0.0% of their software$3.0MFlat
- Sprout SocialSPT126,135 shares · 0.0% of their software · price −$1.1M$2.8M−$5.4M
- SAPSAP9,987 shares · 0.0% of their software$2.7MNew · +$2.5M
- AppianAPPN90,080 shares · 0.0% of their software$2.6MFlat
- Tuya Inc.TUYA816,519 shares · 0.0% of their software · price +$1.0M$2.5MFlat
- FlywireFLYW252,640 shares · 0.0% of their software · price −$2.8M$2.4M−$9.5M
- Sabre CorporationSABR839,507 shares · 0.0% of their software · price −$705K$2.4MFlat
- CourseraCOUR336,997 shares · 0.0% of their software · price −$620K$2.2M−$11.3M
- SprinklrCXM260,769 shares · 0.0% of their software$2.2MFlat
- FastlyFSLY330,878 shares · 0.0% of their software · price −$1.0M$2.1M+$640K
- AmplitudeAMPL199,634 shares · 0.0% of their software$2.0M+$567K
- Radware Ltd.RDWR82,866 shares · 0.0% of their software$1.8MFlat
- YextYEXT269,475 shares · 0.0% of their software$1.7MFlat
- NextNav Inc.NN134,878 shares · 0.0% of their software$1.6MFlat
- Joint Stock Company Kaspi.kzKSPI16,456 shares · 0.0% of their software$1.5MNew · +$1.6M
- i3 Verticals, Inc.IIIV57,539 shares · 0.0% of their software$1.4MFlat
- OneSpan Inc.OSPN92,540 shares · 0.0% of their software$1.4MFlat
- PDF Solutions, Inc.PDFS69,929 shares · 0.0% of their software · price −$557K$1.3MFlat
- N-ableNABL181,066 shares · 0.0% of their software$1.3MFlat
- Grindr Inc.GRND69,132 shares · 0.0% of their software$1.2MFlat
- Daily Journal CorporationDJCO2,870 shares · 0.0% of their software$1.1MFlat
- Ribbon Communications Inc.RBBN285,649 shares · 0.0% of their software$1.1M−$795K
- Blend Labs, Inc.BLND325,200 shares · 0.0% of their software$1.1MFlat
- Bitdeer Technologies GroupBTDR123,038 shares · 0.0% of their software · price −$1.6M$1.1MSplit
- LightspeedLSPD122,854 shares · 0.0% of their software · price −$796K$1.1MFlat
- Simulations PlusSLP41,059 shares · 0.0% of their software$1.0MFlat
- Riskified Ltd.RSKD212,762 shares · 0.0% of their software$983KFlat
- Thryv Holdings, Inc.THRY72,888 shares · 0.0% of their software$934KFlat
- StoneCo Ltd.STNE88,454 shares · 0.0% of their software$927K−$9.5M
- Mitek Systems, Inc.MITK111,736 shares · 0.0% of their software$922KFlat
- Diebold Nixdorf, IncorporatedDBD20,938 shares · 0.0% of their software$915KFlat
- Repay Holdings CorporationRPAY134,927 shares · 0.0% of their software$752KFlat
- PubMaticPUBM80,593 shares · 0.0% of their software$737KFlat
- International Money Express, Inc.IMXI54,237 shares · 0.0% of their software$684KFlat
- Pagaya Technologies Ltd.PGY63,417 shares · 0.0% of their software$665KFlat
- Commerce.com, Inc.CMRC111,052 shares · 0.0% of their software$640KFlat
- Dave Inc.DAVE7,736 shares · 0.0% of their software$639KNew · +$672K
- GigaCloud Technology Inc.GCT40,853 shares · 0.0% of their software$580KFlat
- PaymentusPAY21,954 shares · 0.0% of their software$573K−$796K
- SemrushSEMR59,259 shares · 0.0% of their software$553K—
- Ibotta, Inc.IBTA12,590 shares · 0.0% of their software$531KFlat
- DoceboDCBO15,805 shares · 0.0% of their software$454KFlat
- SimilarwebSMWB50,092 shares · 0.0% of their software$414KFlat
- Nayax Ltd.NYAX9,040 shares · 0.0% of their software$306KFlat
- Definitive HealthcareDH81,358 shares · 0.0% of their software$235KFlat
- PagSeguro Digital Ltd.PAGS13,300 shares · 0.0% of their software$101KFlat