Generalist · New York, NY
UBS Asset Management
Q4 2025 · compared with Q3 2025
Filed as Ubs Am, a distinct business unit of Ubs Asset Management Americas LLC
- Software
- $63.2B
- Weight of 13F
- 13.4%
- Names
- 211
- Net bought
- +$10.7B
Filed 13 February 2026 · SEC filing.
Part of UBS. The stock total uses the largest filing in that family, so these shares are not added again.
3,271 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
- MicrosoftMSFT60,172,863 shares · 46.1% of their software · price −$2.1B$29.1B+$326M
- OracleORCL13,477,803 shares · 4.2% of their software · price −$1.2B$2.6B+$320M
- PalantirPLTR14,226,385 shares · 4.0% of their software · price −$66.4M$2.5B−$232M
- SalesforceCRM8,395,107 shares · 3.5% of their software · price +$234M$2.2BFlat
- ServiceNowNOW14,004,910 shares · 3.4% of their software · price −$10.7B$2.1B+$10.4B
- IntuitINTU3,146,317 shares · 3.3% of their software · price −$64.5M$2.1B−$130M
- AdobeADBE5,083,365 shares · 2.8% of their software · price −$14.0M$1.8B−$31.1M
- CadenceCDNS3,708,027 shares · 1.8% of their software · price −$143M$1.2B−$26.8M
- Palo Alto NetworksPANW6,103,299 shares · 1.8% of their software · price −$119M$1.1B+$37.2M
- AppLovinAPP1,588,436 shares · 1.7% of their software · price −$71.0M$1.1B+$124M
- Uber Technologies, Inc.UBER13,078,612 shares · 1.7% of their software · price −$213M$1.1B+$25.3M
- CrowdStrikeCRWD2,005,915 shares · 1.5% of their software · price −$43.4M$940M+$18.8M
- AutodeskADSK3,159,489 shares · 1.5% of their software · price −$68.4M$935M−$54.0M
- SynopsysSNPS1,950,088 shares · 1.4% of their software · price −$46.2M$916M+$50.1M
- Automatic Data Processing, Inc.ADP3,386,321 shares · 1.4% of their software · price −$123M$871M+$12.8M
- SnowflakeSNOW2,609,886 shares · 0.9% of their software · price −$16.2M$573M+$18.2M
- FortinetFTNT6,615,443 shares · 0.8% of their software · price −$30.9M$525M+$21.1M
- Fair IsaacFICO298,380 shares · 0.8% of their software · price +$57.9M$504M−$37.4M
- CloudflareNET2,463,842 shares · 0.8% of their software · price −$43.0M$486MFlat
- MongoDBMDB1,154,590 shares · 0.8% of their software · price +$126M$485M−$40.1M
- WorkdayWDAY2,122,754 shares · 0.7% of their software · price −$55.1M$456M−$395M
- Roper Technologies, Inc.ROP1,010,984 shares · 0.7% of their software · price −$54.1M$450M+$14.5M
- NetApp, Inc.NTAP4,127,533 shares · 0.7% of their software · price −$46.9M$442M+$72.4M
- AtlassianTEAM2,711,453 shares · 0.7% of their software · price +$6.6M$440M−$25.0M
- VeevaVEEV1,728,089 shares · 0.6% of their software · price −$129M$386M+$56.3M
- ZscalerZS1,669,505 shares · 0.6% of their software · price −$125M$376MFlat
- TrimbleTRMB4,679,183 shares · 0.6% of their software · price −$15.4M$367M−$4.8M
- DynatraceDT7,927,346 shares · 0.5% of their software · price −$40.5M$344M−$12.5M
- Fiserv, Inc.FISV5,001,425 shares · 0.5% of their software · price −$309M$336M+$99.5M
- VeriskVRSK1,379,409 shares · 0.5% of their software · price −$38.4M$309M+$10.0M
- Paychex, Inc.PAYX2,690,094 shares · 0.5% of their software · price −$39.2M$302M−$5.3M
- DatadogDDOG2,204,503 shares · 0.5% of their software · price −$14.1M$300M−$18.9M
- TwilioTWLO1,734,425 shares · 0.4% of their software · price +$73.1M$247M+$8.8M
- ZoomZM2,852,621 shares · 0.4% of their software · price +$10.8M$246M+$20.5M
- HubSpotHUBS585,538 shares · 0.4% of their software · price −$38.9M$235M−$84.5M
- Check PointCHKP1,233,899 shares · 0.4% of their software · price −$26.3M$229M+$254M
- DocuSignDOCU3,343,613 shares · 0.4% of their software · price −$12.3M$229M+$18.1M
- BroadridgeBR1,021,296 shares · 0.4% of their software · price −$15.3M$228M−$17.3M
- Strategy IncMSTR1,493,816 shares · 0.4% of their software · price −$254M$227M+$78.2M
- OktaOKTA2,495,389 shares · 0.3% of their software · price −$13.1M$216M+$6.4M
- Gen DigitalGEN7,912,148 shares · 0.3% of their software · price −$9.5M$215MFlat
- Block, Inc.XYZ2,698,792 shares · 0.3% of their software · price −$19.4M$176M−$7.3M
- PTCPTC993,813 shares · 0.3% of their software · price −$28.6M$173M−$5.7M
- CoStarCSGP2,432,817 shares · 0.3% of their software · price −$41.7M$164M−$2.3M
- Tyler TechnologiesTYL358,115 shares · 0.3% of their software · price −$24.8M$163M+$15.2M
- F5, Inc.FFIV636,295 shares · 0.3% of their software · price −$43.2M$162M−$26.2M
- VeriSign, Inc.VRSN660,529 shares · 0.3% of their software · price −$24.2M$160M−$12.2M
- GoDaddyGDDY1,059,907 shares · 0.2% of their software · price −$13.5M$132M−$20.6M
- Corpay, Inc.CPAY342,614 shares · 0.2% of their software · price +$4.4M$103M−$2.6M
- SS&CSSNC1,169,419 shares · 0.2% of their software · price −$1.6M$102M+$12.9M
- Grab Holdings LimitedGRAB16,720,421 shares · 0.1% of their software · price −$17.2M$83.4M+$9.4M
- DoximityDOCS1,780,455 shares · 0.1% of their software · price −$51.4M$78.8M+$8.6M
- NICENICE669,084 shares · 0.1% of their software · price −$21.2M$75.6M+$8.3M
- NutanixNTNX1,455,827 shares · 0.1% of their software · price −$33.0M$75.3M−$27.1M
- The Trade DeskTTD1,972,769 shares · 0.1% of their software · price −$21.8M$74.9M+$2.6M
- Lyft, Inc.LYFT3,783,195 shares · 0.1% of their software · price −$10.0M$73.3M+$2.5M
- SamsaraIOT1,917,216 shares · 0.1% of their software · price −$3.5M$68.0M−$40.5M
- ToastTOST1,889,474 shares · 0.1% of their software · price −$1.9M$67.1MFlat
- SchrödingerSDGR3,717,890 shares · 0.1% of their software · price −$8.1M$66.5M+$8.3M
- Rubrik, Inc.RBRK853,071 shares · 0.1% of their software · price −$4.9M$65.2M+$5.7M
- QualysQLYS430,885 shares · 0.1% of their software$57.3M−$1.6M
- SentinelOneS3,436,618 shares · 0.1% of their software · price −$9.0M$51.5M+$5.2M
- GuidewireGWRE253,061 shares · 0.1% of their software · price −$7.3M$50.9MFlat
- Shift4 Payments, Inc.FOUR793,116 shares · 0.1% of their software · price −$11.4M$49.9M+$46.5M
- AkamaiAKAM569,374 shares · 0.1% of their software · price +$6.5M$49.7M−$63.7M
- BILLBILL818,207 shares · 0.1% of their software · price +$1.3M$44.6M−$37.2M
- JFrogFROG701,782 shares · 0.1% of their software · price +$10.6M$43.8MNew · +$33.2M
- PaycomPAYC272,568 shares · 0.1% of their software · price −$13.3M$43.4M−$2.7M
- Bentley SystemsBSY1,081,893 shares · 0.1% of their software · price −$14.4M$41.3M+$810K
- CoreWeave, Inc.CRWV568,106 shares · 0.1% of their software · price −$37.1M$40.7MNew · +$77.7M
- Manhattan AssociatesMANH234,253 shares · 0.1% of their software · price −$7.4M$40.6M−$52.7M
- FactSetFDS137,652 shares · 0.1% of their software · price +$509K$39.9M−$41.0M
- Zeta GlobalZETA1,852,189 shares · 0.1% of their software · price +$889K$37.7M−$42.1M
- CommvaultCVLT269,905 shares · 0.1% of their software · price −$17.1M$33.8MFlat
- UnityU734,371 shares · 0.1% of their software · price +$3.0M$32.4MFlat
- UiPathPATH1,694,074 shares · 0.0% of their software · price +$5.1M$27.8M+$8.0M
- monday.comMNDY184,258 shares · 0.0% of their software · price −$8.5M$27.2MNew · +$35.7M
- PegasystemsPEGA438,378 shares · 0.0% of their software · price +$973K$26.2M+$9.9M
- Amdocs LimitedDOX319,575 shares · 0.0% of their software$25.7M−$20.7M
- ProcorePCOR321,519 shares · 0.0% of their software$23.4MFlat
- InterDigital, Inc.IDCC71,190 shares · 0.0% of their software · price −$1.9M$22.7M+$1.2M
- TeradataTDC718,221 shares · 0.0% of their software · price +$6.4M$21.9M−$4.0M
- Rapid7RPD1,413,952 shares · 0.0% of their software · price −$5.0M$21.5M−$1.3M
- ElasticESTC259,983 shares · 0.0% of their software · price −$2.4M$19.6MNew · +$22.0M
- WixWIX183,210 shares · 0.0% of their software · price −$13.5M$19.0M+$32.2M
- WEX Inc.WEX124,184 shares · 0.0% of their software · price −$1.1M$18.5M−$763K
- DropboxDBX645,260 shares · 0.0% of their software · price −$1.6M$17.9M−$4.1M
- PaylocityPCTY107,796 shares · 0.0% of their software · price −$730K$16.4MFlat
- StoneCo Ltd.STNE1,111,178 shares · 0.0% of their software · price −$4.6M$16.4M+$20.3M
- DuolingoDUOL86,990 shares · 0.0% of their software · price −$12.7M$15.3MFlat
- MorningstarMORN69,032 shares · 0.0% of their software · price −$1.0M$15.0M−$1.3M
- GitLabGTLB399,188 shares · 0.0% of their software · price −$3.0M$15.0MFlat
- AppFolioAPPF57,767 shares · 0.0% of their software · price −$2.5M$13.4MFlat
- Clearwater AnalyticsCWAN539,407 shares · 0.0% of their software$13.0M—
- BoxBOX392,779 shares · 0.0% of their software · price −$927K$11.7M+$991K
- ACI WorldwideACIW227,355 shares · 0.0% of their software · price −$1.1M$10.9MFlat
- WorkivaWK125,689 shares · 0.0% of their software$10.8MFlat
- CCC Intelligent Solutions Holdings Inc.CCC1,314,252 shares · 0.0% of their software · price −$1.5M$10.4M+$634K
- Global-EGLBE262,676 shares · 0.0% of their software · price +$933K$10.3MNew · +$9.4M
- Q2QTWO139,729 shares · 0.0% of their software$10.1MFlat
- VaronisVRNS279,750 shares · 0.0% of their software · price −$6.9M$9.2M+$5.3M
- SPS CommerceSPSC100,795 shares · 0.0% of their software · price −$1.5M$9.0MFlat
- Cellebrite DI Ltd.CLBT490,218 shares · 0.0% of their software$8.8MNew · +$9.1M
- Calix, Inc.CALX158,726 shares · 0.0% of their software · price −$1.3M$8.4MFlat
- ZoomInfoZI812,129 shares · 0.0% of their software$8.3M—
- Life360, Inc.LIF127,183 shares · 0.0% of their software · price −$5.4M$8.2M+$728K
- KlaviyoKVYO225,388 shares · 0.0% of their software · price +$1.1M$7.3M+$1.2M
- Euronet Worldwide, Inc.EEFT93,049 shares · 0.0% of their software · price −$1.1M$7.1M−$1.2M
- BrazeBRZE197,377 shares · 0.0% of their software · price +$1.2M$6.8MFlat
- SoundHound AI, Inc.SOUN658,790 shares · 0.0% of their software · price −$4.0M$6.6MFlat
- Core Scientific, Inc.CORZ447,065 shares · 0.0% of their software · price −$1.5M$6.5MFlat
- BlackLineBL112,934 shares · 0.0% of their software$6.2MFlat
- DigitalOceanDOCN128,271 shares · 0.0% of their software · price +$1.8M$6.2MFlat
- RingCentralRNG212,778 shares · 0.0% of their software$6.1MFlat
- TenableTENB259,617 shares · 0.0% of their software · price −$1.5M$6.1MFlat
- Intapp, Inc.INTA131,876 shares · 0.0% of their software · price +$649K$6.0MFlat
- WaystarWAY179,064 shares · 0.0% of their software · price −$926K$5.9MFlat
- nCinoNCNO224,817 shares · 0.0% of their software$5.8MFlat
- BlackbaudBLKB90,540 shares · 0.0% of their software$5.7MFlat
- VertexVERX282,431 shares · 0.0% of their software · price −$1.4M$5.6M+$3.9M
- Agilysys, Inc.AGYS45,819 shares · 0.0% of their software · price +$623K$5.4MFlat
- FlywireFLYW383,339 shares · 0.0% of their software$5.4MFlat
- Clear Secure, Inc.YOU152,045 shares · 0.0% of their software$5.3M−$15.2M
- MagniteMGNI328,260 shares · 0.0% of their software · price −$1.8M$5.3MFlat
- ePlus inc.PLUS59,848 shares · 0.0% of their software · price +$999K$5.2MFlat
- Alarm.com Holdings, Inc.ALRM100,331 shares · 0.0% of their software$5.1MFlat
- DoubleVerifyDV434,703 shares · 0.0% of their software$5.0MFlat
- NCR Atleos CorporationNATL124,817 shares · 0.0% of their software$4.8MFlat
- Remitly Global, Inc.RELY337,786 shares · 0.0% of their software · price −$844K$4.7M+$1.1M
- ProgressPRGS102,548 shares · 0.0% of their software$4.4MFlat
- Adeia Inc.ADEA251,943 shares · 0.0% of their software$4.3MFlat
- FreshworksFRSH312,336 shares · 0.0% of their software$3.8MFlat
- ServiceTitanTTAN35,875 shares · 0.0% of their software$3.8MNew · +$3.6M
- AvePointAVPT273,454 shares · 0.0% of their software$3.8MFlat
- Five9FIVN181,009 shares · 0.0% of their software · price −$751K$3.6M−$51.8M
- LiveRamp Holdings, Inc.RAMP123,418 shares · 0.0% of their software$3.6MFlat
- NetScout Systems, Inc.NTCT133,507 shares · 0.0% of their software$3.6MFlat
- Alight, Inc.ALIT1,839,287 shares · 0.0% of their software · price −$2.4M$3.6M+$3.6M
- Donnelley Financial Solutions, Inc.DFIN75,998 shares · 0.0% of their software$3.5MFlat
- Payoneer Global Inc.PAYO601,421 shares · 0.0% of their software$3.4MFlat
- NextNav Inc.NN200,213 shares · 0.0% of their software$3.3MFlat
- Dave Inc.DAVE15,020 shares · 0.0% of their software$3.3M+$578K
- SemrushSEMR275,530 shares · 0.0% of their software$3.3M—
- C3.aiAI235,319 shares · 0.0% of their software · price −$908K$3.2MFlat
- FastlyFSLY310,606 shares · 0.0% of their software · price +$506K$3.2MFlat
- PagerDutyPD238,077 shares · 0.0% of their software · price −$812K$3.1MFlat
- AsanaASAN224,366 shares · 0.0% of their software$3.1MFlat
- AlkamiALKT131,059 shares · 0.0% of their software$3.0MFlat
- AppianAPPN83,915 shares · 0.0% of their software$3.0MFlat
- PAR Technology CorporationPAR79,700 shares · 0.0% of their software$2.9MFlat
- ShopifySHOP17,330 shares · 0.0% of their software$2.8M−$1.2M
- CertaraCERT298,463 shares · 0.0% of their software · price −$1.0M$2.6MFlat
- A10 Networks, Inc.ATEN137,148 shares · 0.0% of their software$2.4MFlat
- Upbound Group, Inc.UPBD126,297 shares · 0.0% of their software · price −$767K$2.2MFlat
- CourseraCOUR272,230 shares · 0.0% of their software · price −$1.2M$2.0MFlat
- SprinklrCXM241,624 shares · 0.0% of their software$1.9MFlat
- AmplitudeAMPL159,084 shares · 0.0% of their software$1.8MFlat
- SAPSAP7,574 shares · 0.0% of their software$1.8MNew · +$2.0M
- Diebold Nixdorf, IncorporatedDBD26,949 shares · 0.0% of their software$1.8MFlat
- YextYEXT207,864 shares · 0.0% of their software$1.7MFlat
- PDF Solutions, Inc.PDFS57,878 shares · 0.0% of their software$1.7MFlat
- GigaCloud Technology Inc.GCT41,088 shares · 0.0% of their software$1.6MFlat
- Pagaya Technologies Ltd.PGY75,617 shares · 0.0% of their software · price −$665K$1.6MNew · +$2.2M
- PhreesiaPHR91,072 shares · 0.0% of their software · price −$601K$1.5M−$36.5M
- Bitdeer Technologies GroupBTDR131,810 shares · 0.0% of their software · price −$775K$1.5MFlat
- Radware Ltd.RDWR58,472 shares · 0.0% of their software$1.4MNew · +$1.5M
- PaymentusPAY42,078 shares · 0.0% of their software$1.3MFlat
- N-ableNABL172,974 shares · 0.0% of their software$1.3MFlat
- i3 Verticals, Inc.IIIV44,576 shares · 0.0% of their software$1.1MFlat
- Grindr Inc.GRND78,943 shares · 0.0% of their software$1.1MFlat
- PagSeguro Digital Ltd.PAGS108,342 shares · 0.0% of their software$1.0MFlat
- NIQ Global Intelligence plcNIQ62,875 shares · 0.0% of their software$1.0MNew · +$987K
- Sabre CorporationSABR745,740 shares · 0.0% of their software$1.0MFlat
- Sprout SocialSPT86,101 shares · 0.0% of their software$970KFlat
- OneSpan Inc.OSPN73,210 shares · 0.0% of their software$940KFlat
- Blend Labs, Inc.BLND302,812 shares · 0.0% of their software$921KFlat
- Daily Journal CorporationDJCO1,770 shares · 0.0% of their software$863KFlat
- PowerFleet, Inc.AIOT154,072 shares · 0.0% of their software$820KFlat
- Riskified Ltd.RSKD148,892 shares · 0.0% of their software$740KNew · +$697K
- Ribbon Communications Inc.RBBN212,624 shares · 0.0% of their software$612KFlat
- Tuya Inc.TUYA212,700 shares · 0.0% of their software$449KNew · +$525K
- Ibotta, Inc.IBTA17,769 shares · 0.0% of their software$404KFlat
- SimilarwebSMWB43,261 shares · 0.0% of their software$324KNew · Flat
- DescartesDSGX268 shares · 0.0% of their software$23KNew · Flat
- Red Violet, Inc.RDVT221 shares · 0.0% of their software$13KNew · Flat
- Consensus Cloud Solutions, Inc.CCSI539 shares · 0.0% of their software$12KNew · Flat
- Ooma, Inc.OOMA944 shares · 0.0% of their software$11KNew · Flat
- Viant Technology Inc.DSP723 shares · 0.0% of their software$9KNew · Flat
- Tucows Inc.TCX379 shares · 0.0% of their software$8KNew · Flat
- Xperi Inc.XPER1,430 shares · 0.0% of their software$8KNew · Flat
- OpenTextOTEX246 shares · 0.0% of their software$8KNew · Flat
- Sportradar Group AGSRAD281 shares · 0.0% of their software$7KNew · Flat
- Bandwidth Inc.BAND379 shares · 0.0% of their software$6KNew · Flat
- EverCommerceEVCM464 shares · 0.0% of their software$6KNew · Flat
- CS Disco, Inc.LAW548 shares · 0.0% of their software$4KNew · Flat
- PubMaticPUBM463 shares · 0.0% of their software$4KFlat
- DomoDOMO487 shares · 0.0% of their software$4KNew
- Immersion CorporationIMMR537 shares · 0.0% of their software$4KNew · Flat
- AudioEye, Inc.AEYE322 shares · 0.0% of their software$3KNew · Flat
- ReposiTrak, Inc.TRAK150 shares · 0.0% of their software$2KNew · Flat
- BackblazeBLZE376 shares · 0.0% of their software$2KNew · Flat
- Mitek Systems, Inc.MITK130 shares · 0.0% of their software$1KNew · Flat
- Telos CorporationTLS226 shares · 0.0% of their software$1KNew · Flat
- Paysafe LimitedPSFE106 shares · 0.0% of their software$858New · Flat
- eGain CorporationEGAN80 shares · 0.0% of their software$823New · Flat
- Aeva Technologies, Inc.AEVA46 shares · 0.0% of their software$611Flat
- Silvaco Group, Inc.SVCO104 shares · 0.0% of their software$421New · Flat
- EVERTEC, Inc.EVTC9 shares · 0.0% of their software$262New · Flat
- XBP Global Holdings, Inc.XBP32 shares · 0.0% of their software$218New · Flat
- Thryv Holdings, Inc.THRY30 shares · 0.0% of their software$182−$757K
- Commerce.com, Inc.CMRC33 shares · 0.0% of their software$136New · Flat