Generalist · New York, NY
UBS Asset Management
Q3 2025 · compared with Q2 2025
Filed as Ubs Am, a distinct business unit of Ubs Asset Management Americas LLC
- Software
- $68.7B
- Weight of 13F
- 14.9%
- Names
- 173
- Net bought
- +$18.4B
Filed 14 November 2025 · SEC filing.
Part of UBS. The stock total uses the largest filing in that family, so these shares are not added again.
2,266 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
- MicrosoftMSFT59,543,261 shares · 44.9% of their software · price +$1.2B$30.8B+$24.7B
- OracleORCL12,340,539 shares · 5.0% of their software · price +$773M$3.5B−$649M
- PalantirPLTR15,499,686 shares · 4.1% of their software · price +$715M$2.8B+$71.0M
- ServiceNowNOW2,709,104 shares · 3.6% of their software · price −$292M$2.5B−$330M
- IntuitINTU3,337,287 shares · 3.3% of their software · price −$349M$2.3BFlat
- SalesforceCRM8,453,396 shares · 2.9% of their software · price −$302M$2.0B−$561M
- AdobeADBE5,171,656 shares · 2.7% of their software · price −$177M$1.8B−$394M
- CadenceCDNS3,784,318 shares · 1.9% of their software · price +$163M$1.3B−$256M
- Uber Technologies, Inc.UBER12,820,164 shares · 1.8% of their software · price +$59.9M$1.3B−$118M
- Palo Alto NetworksPANW5,920,436 shares · 1.8% of their software · price −$6.0M$1.2B−$306M
- AutodeskADSK3,329,577 shares · 1.5% of their software · price +$27.0M$1.1B−$192M
- AppLovinAPP1,416,259 shares · 1.5% of their software · price +$522M$1.0B−$65.9M
- Automatic Data Processing, Inc.ADP3,342,645 shares · 1.4% of their software · price −$49.8M$981M−$270M
- CrowdStrikeCRWD1,967,617 shares · 1.4% of their software · price −$37.2M$965M−$174M
- SynopsysSNPS1,848,456 shares · 1.3% of their software · price −$35.7M$912M−$39.4M
- WorkdayWDAY3,761,599 shares · 1.3% of their software · price +$2.7M$906M+$265M
- SnowflakeSNOW2,529,107 shares · 0.8% of their software · price +$4.5M$570M−$37.8M
- Fiserv, Inc.FISV4,229,622 shares · 0.8% of their software · price −$184M$545M−$208M
- FortinetFTNT6,363,994 shares · 0.8% of their software · price −$138M$535M−$82.9M
- CloudflareNET2,483,901 shares · 0.8% of their software · price +$46.6M$533M−$70.3M
- ZscalerZS1,684,545 shares · 0.7% of their software · price −$24.1M$505M−$231M
- Roper Technologies, Inc.ROP981,946 shares · 0.7% of their software · price −$66.9M$490M−$91.8M
- Fair IsaacFICO323,354 shares · 0.7% of their software · price −$107M$484M−$24.2M
- VeevaVEEV1,538,996 shares · 0.7% of their software · price +$15.3M$458M−$107M
- AtlassianTEAM2,867,886 shares · 0.7% of their software · price −$124M$458M+$91.7M
- NetApp, Inc.NTAP3,516,530 shares · 0.6% of their software · price +$41.9M$417M−$27.6M
- Strategy IncMSTR1,251,234 shares · 0.6% of their software · price −$103M$403M−$34.3M
- MongoDBMDB1,283,892 shares · 0.6% of their software · price +$129M$398M−$95.9M
- DynatraceDT8,186,314 shares · 0.6% of their software · price −$55.3M$397MFlat
- TrimbleTRMB4,737,439 shares · 0.6% of their software · price +$26.9M$387M−$65.7M
- HubSpotHUBS766,068 shares · 0.5% of their software · price −$68.0M$358M−$28.5M
- Paychex, Inc.PAYX2,731,878 shares · 0.5% of their software · price −$51.1M$346M−$156M
- VeriskVRSK1,339,641 shares · 0.5% of their software · price −$80.4M$337M−$85.0M
- DatadogDDOG2,336,999 shares · 0.5% of their software · price +$18.9M$333M−$88.9M
- BroadridgeBR1,094,065 shares · 0.4% of their software · price −$5.3M$261M−$54.7M
- F5, Inc.FFIV717,351 shares · 0.3% of their software · price +$20.7M$232M−$40.6M
- Gen DigitalGEN7,856,660 shares · 0.3% of their software · price −$7.9M$223M−$46.1M
- DocuSignDOCU3,091,974 shares · 0.3% of their software · price −$17.9M$223M−$22.4M
- OktaOKTA2,425,736 shares · 0.3% of their software · price −$20.1M$222M−$3.7M
- ZoomZM2,603,981 shares · 0.3% of their software · price +$11.8M$215M−$38.1M
- CoStarCSGP2,459,610 shares · 0.3% of their software · price +$9.8M$208M−$42.0M
- PTCPTC1,022,049 shares · 0.3% of their software · price +$31.4M$207M−$80.7M
- Block, Inc.XYZ2,800,487 shares · 0.3% of their software · price +$12.2M$202M−$43.2M
- VeriSign, Inc.VRSN704,175 shares · 0.3% of their software · price −$6.5M$197M−$31.7M
- Tyler TechnologiesTYL329,060 shares · 0.3% of their software · price −$22.9M$172M−$18.2M
- GoDaddyGDDY1,210,251 shares · 0.2% of their software · price −$52.3M$166M−$46.8M
- TwilioTWLO1,646,426 shares · 0.2% of their software · price −$40.0M$165M−$60.8M
- NutanixNTNX1,819,655 shares · 0.2% of their software · price −$3.7M$135M+$6.9M
- DoximityDOCS1,662,627 shares · 0.2% of their software · price +$19.6M$122M−$11.9M
- SamsaraIOT3,005,344 shares · 0.2% of their software · price −$7.6M$112M−$39.2M
- AkamaiAKAM1,409,734 shares · 0.2% of their software · price −$5.6M$107M−$29.4M
- Corpay, Inc.CPAY351,497 shares · 0.1% of their software · price −$15.4M$101M−$25.5M
- Manhattan AssociatesMANH491,503 shares · 0.1% of their software · price +$3.7M$101M−$38.3M
- The Trade DeskTTD1,919,562 shares · 0.1% of their software · price −$44.1M$94.1M−$35.4M
- Grab Holdings LimitedGRAB15,153,403 shares · 0.1% of their software · price +$15.0M$91.2M−$29.0M
- SS&CSSNC1,023,720 shares · 0.1% of their software · price +$6.1M$90.9M−$33.5M
- NICENICE611,955 shares · 0.1% of their software · price −$14.8M$88.6MNew · +$103M
- Lyft, Inc.LYFT3,669,702 shares · 0.1% of their software · price +$22.9M$80.8M−$17.5M
- BILLBILL1,521,030 shares · 0.1% of their software · price +$10.2M$80.6M+$11.7M
- FactSetFDS280,752 shares · 0.1% of their software · price −$45.1M$80.4M−$34.6M
- Zeta GlobalZETA3,969,185 shares · 0.1% of their software · price +$17.4M$78.9M−$4.0M
- ToastTOST1,894,877 shares · 0.1% of their software · price −$14.7M$69.2M−$19.3M
- SchrödingerSDGR3,303,659 shares · 0.1% of their software$66.3M−$2.2M
- Rubrik, Inc.RBRK784,262 shares · 0.1% of their software · price −$5.8M$64.5M−$9.4M
- PaycomPAYC285,608 shares · 0.1% of their software · price −$6.6M$59.4M−$14.4M
- QualysQLYS442,711 shares · 0.1% of their software · price −$4.7M$58.6M−$8.0M
- GuidewireGWRE251,371 shares · 0.1% of their software · price −$1.4M$57.8M−$30.4M
- Five9FIVN2,320,745 shares · 0.1% of their software · price −$5.3M$56.2M+$5.8M
- SentinelOneS3,142,649 shares · 0.1% of their software · price −$2.1M$55.3M−$6.1M
- Bentley SystemsBSY1,066,152 shares · 0.1% of their software · price −$2.7M$54.9M−$4.4M
- CommvaultCVLT268,192 shares · 0.1% of their software · price +$3.9M$50.6M−$2.6M
- Amdocs LimitedDOX572,444 shares · 0.1% of their software · price −$5.3M$47.0M−$997K
- PhreesiaPHR1,642,132 shares · 0.1% of their software · price −$8.1M$38.6M−$12.3M
- UnityU727,632 shares · 0.0% of their software · price +$11.5M$29.1M−$9.8M
- DuolingoDUOL86,417 shares · 0.0% of their software · price −$7.6M$27.8M−$21.9M
- Rapid7RPD1,482,496 shares · 0.0% of their software · price −$6.5M$27.8M−$1.6M
- ProcorePCOR324,613 shares · 0.0% of their software · price +$1.5M$23.7M−$10.7M
- DropboxDBX779,796 shares · 0.0% of their software · price +$1.3M$23.6M−$9.9M
- InterDigital, Inc.IDCC67,739 shares · 0.0% of their software · price +$8.2M$23.4M−$9.0M
- WEX Inc.WEX129,025 shares · 0.0% of their software · price +$1.4M$20.3M−$8.6M
- Clear Secure, Inc.YOU607,619 shares · 0.0% of their software · price +$3.4M$20.3M+$10.1M
- TeradataTDC906,433 shares · 0.0% of their software · price −$725K$19.5M−$13.5M
- GitLabGTLB391,721 shares · 0.0% of their software$17.7M−$13.5M
- PaylocityPCTY109,919 shares · 0.0% of their software · price −$2.4M$17.5M−$12.9M
- MorningstarMORN74,751 shares · 0.0% of their software · price −$6.1M$17.3M−$17.8M
- AppFolioAPPF56,477 shares · 0.0% of their software · price +$2.6M$15.6M−$8.7M
- PegasystemsPEGA265,568 shares · 0.0% of their software · price +$895K$15.3M−$8.3M
- Shift4 Payments, Inc.FOUR192,653 shares · 0.0% of their software · price −$4.2M$14.9M−$13.0M
- UiPathPATH1,096,538 shares · 0.0% of their software · price +$636K$14.7M−$9.6M
- Life360, Inc.LIF120,339 shares · 0.0% of their software · price +$4.9M$12.8M−$5.5M
- ACI WorldwideACIW236,696 shares · 0.0% of their software · price +$1.6M$12.5M−$12.4M
- BoxBOX362,056 shares · 0.0% of their software · price −$688K$11.7M−$8.6M
- CCC Intelligent Solutions Holdings Inc.CCC1,244,617 shares · 0.0% of their software$11.3M−$3.4M
- VaronisVRNS187,935 shares · 0.0% of their software · price +$1.3M$10.8M−$22.3M
- WorkivaWK121,693 shares · 0.0% of their software · price +$2.1M$10.5M−$5.7M
- SPS CommerceSPSC98,434 shares · 0.0% of their software · price −$3.1M$10.3M−$8.4M
- SoundHound AI, Inc.SOUN628,873 shares · 0.0% of their software · price +$3.4M$10.1M−$4.3M
- Q2QTWO138,438 shares · 0.0% of their software · price −$2.9M$10.0M−$12.6M
- Calix, Inc.CALX162,157 shares · 0.0% of their software · price +$1.3M$10.0M−$5.5M
- Euronet Worldwide, Inc.EEFT106,595 shares · 0.0% of their software · price −$1.4M$9.4M−$5.5M
- ZoomInfoZI835,431 shares · 0.0% of their software$9.1M—
- Core Scientific, Inc.CORZ464,551 shares · 0.0% of their software$8.3M−$5.5M
- Clearwater AnalyticsCWAN444,007 shares · 0.0% of their software$8.0M—
- TenableTENB270,568 shares · 0.0% of their software · price −$1.3M$7.9M−$6.8M
- MagniteMGNI321,187 shares · 0.0% of their software · price −$752K$7.0M−$5.4M
- WaystarWAY176,913 shares · 0.0% of their software · price −$522K$6.7M−$3.4M
- BlackLineBL118,916 shares · 0.0% of their software$6.3M−$4.9M
- RingCentralRNG216,849 shares · 0.0% of their software$6.1M−$4.2M
- nCinoNCNO219,287 shares · 0.0% of their software$5.9M−$2.9M
- BlackbaudBLKB88,680 shares · 0.0% of their software$5.7M−$3.6M
- Intapp, Inc.INTA137,419 shares · 0.0% of their software · price −$1.5M$5.6M−$4.9M
- Alarm.com Holdings, Inc.ALRM105,409 shares · 0.0% of their software$5.6M+$2.4M
- FlywireFLYW394,898 shares · 0.0% of their software · price +$727K$5.3M−$1.8M
- BrazeBRZE186,890 shares · 0.0% of their software$5.3M−$1.6M
- DoubleVerifyDV439,413 shares · 0.0% of their software · price −$1.3M$5.3M−$2.9M
- KlaviyoKVYO182,618 shares · 0.0% of their software · price −$1.1M$5.1M−$3.4M
- NCR Atleos CorporationNATL122,156 shares · 0.0% of their software · price +$1.3M$4.8M−$3.2M
- Agilysys, Inc.AGYS45,359 shares · 0.0% of their software$4.8M−$3.8M
- Remitly Global, Inc.RELY272,420 shares · 0.0% of their software · price −$673K$4.4M−$3.9M
- ProgressPRGS100,931 shares · 0.0% of their software · price −$2.0M$4.4M−$5.0M
- DigitalOceanDOCN128,782 shares · 0.0% of their software · price +$721K$4.4M−$2.2M
- ePlus inc.PLUS61,370 shares · 0.0% of their software$4.4M−$3.0M
- FreshworksFRSH343,212 shares · 0.0% of their software · price −$1.1M$4.0M−$10.1M
- AvePointAVPT267,692 shares · 0.0% of their software · price −$1.2M$4.0M+$3.9M
- CertaraCERT323,650 shares · 0.0% of their software$4.0M−$2.8M
- PagerDutyPD233,521 shares · 0.0% of their software$3.9M−$2.4M
- Donnelley Financial Solutions, Inc.DFIN74,455 shares · 0.0% of their software · price −$761K$3.8M−$3.1M
- ShopifySHOP25,566 shares · 0.0% of their software · price +$850K$3.8M−$217M
- Payoneer Global Inc.PAYO626,097 shares · 0.0% of their software · price −$501K$3.8M−$3.1M
- Adeia Inc.ADEA224,045 shares · 0.0% of their software · price +$596K$3.8M−$1.7M
- LiveRamp Holdings, Inc.RAMP137,806 shares · 0.0% of their software · price −$813K$3.7M−$3.9M
- C3.aiAI212,673 shares · 0.0% of their software · price −$1.5M$3.7M−$3.6M
- NetScout Systems, Inc.NTCT136,307 shares · 0.0% of their software$3.5M−$3.6M
- CourseraCOUR289,673 shares · 0.0% of their software · price +$855K$3.4M−$2.2M
- AlkamiALKT135,809 shares · 0.0% of their software · price −$720K$3.4M−$1.8M
- AsanaASAN236,815 shares · 0.0% of their software$3.2M−$1.8M
- VertexVERX124,180 shares · 0.0% of their software · price −$1.3M$3.1M−$2.8M
- PAR Technology CorporationPAR75,829 shares · 0.0% of their software · price −$2.3M$3.0M−$4.2M
- NextNav Inc.NN199,350 shares · 0.0% of their software$2.9M−$932K
- Upbound Group, Inc.UPBD109,815 shares · 0.0% of their software$2.6M−$2.1M
- FastlyFSLY298,639 shares · 0.0% of their software$2.6M−$1.0M
- A10 Networks, Inc.ATEN136,287 shares · 0.0% of their software$2.5M−$3.2M
- Dave Inc.DAVE12,119 shares · 0.0% of their software · price −$837K$2.4M−$3.5M
- Alight, Inc.ALIT736,370 shares · 0.0% of their software · price −$1.8M$2.4M−$3.7M
- Bitdeer Technologies GroupBTDR128,713 shares · 0.0% of their software · price +$722K$2.2MSplit
- AppianAPPN69,095 shares · 0.0% of their software$2.1M−$1.5M
- SprinklrCXM242,761 shares · 0.0% of their software$1.9M−$902K
- SemrushSEMR256,584 shares · 0.0% of their software$1.8M—
- YextYEXT211,331 shares · 0.0% of their software$1.8M−$1.5M
- AmplitudeAMPL162,602 shares · 0.0% of their software$1.7M−$722K
- Sabre CorporationSABR767,421 shares · 0.0% of their software · price −$1.0M$1.4M−$1.4M
- Grindr Inc.GRND92,151 shares · 0.0% of their software · price −$708K$1.4M−$1.5M
- Sprout SocialSPT104,392 shares · 0.0% of their software · price −$834K$1.3M−$1.7M
- Joint Stock Company Kaspi.kzKSPI16,456 shares · 0.0% of their software$1.3MNew · +$1.4M
- i3 Verticals, Inc.IIIV41,195 shares · 0.0% of their software$1.3M−$1.0M
- PDF Solutions, Inc.PDFS48,964 shares · 0.0% of their software$1.3M−$784K
- N-ableNABL159,542 shares · 0.0% of their software$1.2M−$759K
- Diebold Nixdorf, IncorporatedDBD20,498 shares · 0.0% of their software$1.2M−$777K
- PaymentusPAY37,322 shares · 0.0% of their software$1.1M−$833K
- Blend Labs, Inc.BLND296,992 shares · 0.0% of their software$1.1M−$967K
- OneSpan Inc.OSPN66,958 shares · 0.0% of their software$1.1M−$647K
- GigaCloud Technology Inc.GCT34,447 shares · 0.0% of their software$978K−$713K
- Check PointCHKP4,628 shares · 0.0% of their software$958K−$283M
- Ribbon Communications Inc.RBBN218,386 shares · 0.0% of their software$830K−$611K
- Daily Journal CorporationDJCO1,768 shares · 0.0% of their software$822K−$755K
- Thryv Holdings, Inc.THRY62,775 shares · 0.0% of their software$757KFlat
- PowerFleet, Inc.AIOT141,492 shares · 0.0% of their software$741K−$2.2M
- StoneCo Ltd.STNE36,300 shares · 0.0% of their software$686K−$1.2M
- PagSeguro Digital Ltd.PAGS59,100 shares · 0.0% of their software$591K−$1.1M
- Ibotta, Inc.IBTA16,914 shares · 0.0% of their software$471K−$956K
- PubMaticPUBM54,426 shares · 0.0% of their software$451K−$813K
- WixWIX1,719 shares · 0.0% of their software$305K−$51.9M
- Aeva Technologies, Inc.AEVA18,400 shares · 0.0% of their software$267KNew · +$695K