Generalist · United Kingdom, United Kingdom
Royal London Asset Management
Q4 2024 · compared with Q3 2024
Filed as Royal London Asset Management LTD
- Software
- $5.1B
- Weight of 13F
- 12.4%
- Names
- 57
- Net bought
- +$64.9M
Filed 11 February 2025 · SEC filing.
632 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 202660 names$4.2B−$34.9M
- Q1 202662 names$4.1B−$111M
- Q4 202566 names$5.3B−$128M
- Q3 202564 names$5.9B−$125M
- Q2 202565 names$5.9B−$222M
- Q1 202567 names$5.0B+$425M
- Q4 202457 names$5.1B+$64.9M
- Q3 202455 names$4.9B+$110M
- Q2 202457 names$4.9B−$227M
- Q1 202457 names$5.0B+$158M
- Q4 202357 names$4.4B+$48.7M
- Q3 202356 names$3.7B+$82.5M
- Q2 202356 names$3.8B+$338M
- Q1 202356 names$2.9B−$33.9M
- Q4 202257 names$2.5B+$34.5M
- Q3 202256 names$2.4B−$71.9M
- Q2 202258 names$2.7B+$262M
- Q1 202259 names$3.2B+$308M
- Q4 202154 names$3.3B−$117M
- Q3 202153 names$3.1B+$11.0M
- Q2 202153 names$3.0B+$568M
- Q1 202153 names$2.5B+$210M
- Q4 202047 names$2.3B−$17.2M
- Q3 202046 names$2.1B+$239M
- Q2 202039 names$1.7B+$43.5M
- Q1 202039 names$1.3B+$73.6M
- Q4 201934 names$1.3B+$58.7M
- Q3 201934 names$1.1B+$82.2M
- Q2 201925 names$1.0B−$61.2M
- Q1 201932 names$986M−$41.3M
- Q4 201830 names$861M+$182M
- Q3 201824 names$810M−$25.7M
- Q2 201825 names$739M—
- Q2 201622 names$330M—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT6,732,279 shares · 55.8% of their software · price −$59.2M$2.8BFlat
- AdobeADBE556,281 shares · 4.9% of their software · price −$40.7M$247M−$8.5M
- SalesforceCRM570,423 shares · 3.7% of their software · price +$34.6M$191MFlat
- IntuitINTU287,571 shares · 3.6% of their software · price +$2.2M$181MFlat
- AutodeskADSK583,985 shares · 3.4% of their software · price +$11.7M$173M+$30.0M
- ServiceNowNOW160,225 shares · 3.3% of their software · price +$26.6M$170M+$2.2M
- SynopsysSNPS168,251 shares · 1.6% of their software · price −$3.5M$81.7M+$2.1M
- OracleORCL466,528 shares · 1.5% of their software · price −$1.8M$77.7M−$38.0M
- FortinetFTNT782,516 shares · 1.5% of their software · price +$13.2M$73.9M+$31.0M
- Automatic Data Processing, Inc.ADP223,878 shares · 1.3% of their software · price +$3.6M$65.5M+$1.1M
- PalantirPLTR849,242 shares · 1.3% of their software · price +$32.6M$64.2MFlat
- Roper Technologies, Inc.ROP112,012 shares · 1.1% of their software · price −$4.1M$58.2M+$1.6M
- FactSetFDS119,376 shares · 1.1% of their software · price +$2.4M$57.3M−$1.6M
- Palo Alto NetworksPANW295,050 shares · 1.1% of their software · price −$47.2M$53.7MSplit
- Uber Technologies, Inc.UBER874,823 shares · 1.0% of their software · price −$13.0M$52.8M+$2.2M
- Fiserv, Inc.FISV255,247 shares · 1.0% of their software · price +$6.6M$52.4M−$722K
- CadenceCDNS155,873 shares · 0.9% of their software · price +$4.6M$46.8M+$2.1M
- ShopifySHOP437,532 shares · 0.9% of their software · price +$11.5M$46.5M+$8.6M
- CrowdStrikeCRWD111,105 shares · 0.7% of their software · price +$6.9M$38.0M+$5.6M
- AppLovinAPP110,065 shares · 0.7% of their software · price +$21.3M$35.6M+$1.3M
- The Trade DeskTTD279,802 shares · 0.6% of their software · price +$2.2M$32.9MFlat
- CoStarCSGP402,286 shares · 0.6% of their software · price −$1.5M$28.8M+$747K
- Paychex, Inc.PAYX197,019 shares · 0.5% of their software · price +$1.2M$27.6M+$1.3M
- WorkdayWDAY91,610 shares · 0.5% of their software · price +$1.2M$23.6M+$1.3M
- BroadridgeBR102,356 shares · 0.5% of their software · price +$1.1M$23.1M+$1.5M
- Fair IsaacFICO11,562 shares · 0.5% of their software · price +$548K$23.0M+$3.5M
- SnowflakeSNOW148,192 shares · 0.4% of their software · price +$5.9M$22.9MFlat
- Block, Inc.XYZ241,660 shares · 0.4% of their software · price +$4.3M$20.5M+$962K
- DatadogDDOG142,479 shares · 0.4% of their software · price +$4.0M$20.4M+$937K
- Strategy IncMSTR68,747 shares · 0.4% of their software · price +$8.3M$19.9M+$1.6M
- VeriskVRSK63,497 shares · 0.3% of their software$17.5MFlat
- AtlassianTEAM67,580 shares · 0.3% of their software · price +$5.7M$16.4M+$821K
- CloudflareNET141,891 shares · 0.3% of their software · price +$3.8M$15.3M+$1.7M
- VeevaVEEV70,282 shares · 0.3% of their software$14.8M+$692K
- HubSpotHUBS20,926 shares · 0.3% of their software · price +$3.5M$14.6M+$536K
- Tyler TechnologiesTYL21,928 shares · 0.2% of their software$12.6M+$1.8M
- GoDaddyGDDY59,958 shares · 0.2% of their software · price +$2.4M$11.8MFlat
- NetApp, Inc.NTAP94,682 shares · 0.2% of their software · price −$703K$11.0MFlat
- Corpay, Inc.CPAY31,690 shares · 0.2% of their software · price +$813K$10.7M+$628K
- PTCPTC57,849 shares · 0.2% of their software$10.6M+$1.7M
- ZoomZM107,546 shares · 0.2% of their software · price +$1.3M$8.8M+$753K
- Check PointCHKP44,926 shares · 0.2% of their software$8.4MFlat
- ZscalerZS43,952 shares · 0.2% of their software$7.9M+$1.8M
- TwilioTWLO71,598 shares · 0.2% of their software · price +$3.1M$7.7MFlat
- DocuSignDOCU85,080 shares · 0.2% of their software · price +$2.4M$7.7MFlat
- Gen DigitalGEN263,506 shares · 0.1% of their software$7.2M+$1.5M
- TrimbleTRMB101,868 shares · 0.1% of their software · price +$873K$7.2MFlat
- SS&CSSNC92,948 shares · 0.1% of their software$7.0M+$1.1M
- MongoDBMDB30,096 shares · 0.1% of their software · price −$1.1M$7.0M+$613K
- AkamaiAKAM69,458 shares · 0.1% of their software$6.6M+$767K
- VeriSign, Inc.VRSN31,190 shares · 0.1% of their software · price +$530K$6.5MFlat
- F5, Inc.FFIV25,510 shares · 0.1% of their software · price +$798K$6.4MFlat
- OktaOKTA73,629 shares · 0.1% of their software$5.8M+$764K
- DescartesDSGX48,725 shares · 0.1% of their software · price +$518K$5.5MFlat
- PaycomPAYC20,896 shares · 0.1% of their software · price +$802K$4.3MFlat
- StoneCo Ltd.STNE177,300 shares · 0.0% of their software · price −$583K$1.4MNew · +$2.0M
- Manhattan AssociatesMANH3,400 shares · 0.0% of their software$919KNew · +$957K