Generalist · United Kingdom, United Kingdom
Royal London Asset Management
Q1 2025 · compared with Q4 2024
Filed as Royal London Asset Management LTD
- Software
- $5.0B
- Weight of 13F
- 11.9%
- Names
- 67
- Net bought
- +$425M
Filed 13 May 2025 · SEC filing.
744 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
- MicrosoftMSFT6,986,165 shares · 52.4% of their software · price −$322M$2.6B+$107M
- AdobeADBE553,615 shares · 4.2% of their software · price −$33.9M$212MFlat
- Fiserv, Inc.FISV931,978 shares · 4.1% of their software · price +$14.4M$206M+$139M
- IntuitINTU303,222 shares · 3.7% of their software · price −$4.4M$186M+$9.8M
- AutodeskADSK590,275 shares · 3.1% of their software · price −$19.9M$155M+$1.9M
- ServiceNowNOW171,872 shares · 2.7% of their software · price −$45.4M$137M+$12.3M
- SalesforceCRM481,239 shares · 2.6% of their software · price −$31.7M$129M−$29.8M
- OracleORCL746,503 shares · 2.1% of their software · price −$20.0M$104M+$46.7M
- FortinetFTNT908,434 shares · 1.7% of their software · price +$1.6M$87.4M+$11.9M
- PalantirPLTR1,007,690 shares · 1.7% of their software · price +$8.8M$85.0M+$12.0M
- SynopsysSNPS177,033 shares · 1.5% of their software · price −$10.0M$75.9M+$4.3M
- Automatic Data Processing, Inc.ADP243,524 shares · 1.5% of their software · price +$3.1M$74.4M+$5.8M
- Uber Technologies, Inc.UBER965,653 shares · 1.4% of their software · price +$12.1M$70.4M+$5.5M
- Roper Technologies, Inc.ROP116,691 shares · 1.4% of their software · price +$8.1M$68.8M+$2.4M
- FactSetFDS132,797 shares · 1.2% of their software · price −$3.4M$60.4M+$6.4M
- Palo Alto NetworksPANW342,870 shares · 1.2% of their software · price −$3.9M$58.5M+$8.7M
- ShopifySHOP504,187 shares · 1.0% of their software · price −$5.5M$48.1M+$7.1M
- CadenceCDNS174,738 shares · 0.9% of their software · price −$8.1M$44.4M+$5.7M
- CrowdStrikeCRWD122,184 shares · 0.9% of their software · price +$1.3M$43.1M+$3.8M
- Paychex, Inc.PAYX225,254 shares · 0.7% of their software · price +$3.2M$34.8M+$4.0M
- CoStarCSGP416,974 shares · 0.7% of their software · price +$3.2M$33.0M+$1.1M
- AppLovinAPP124,063 shares · 0.7% of their software · price −$7.3M$32.9M+$4.5M
- Strategy IncMSTR110,069 shares · 0.6% of their software$31.7M+$12.0M
- BroadridgeBR107,969 shares · 0.5% of their software · price +$1.8M$26.2M+$1.3M
- Fair IsaacFICO12,771 shares · 0.5% of their software · price −$1.9M$23.6M+$2.4M
- WorkdayWDAY100,158 shares · 0.5% of their software · price −$2.5M$23.4M+$2.2M
- SnowflakeSNOW145,576 shares · 0.4% of their software · price −$1.2M$21.3MFlat
- VeriskVRSK68,866 shares · 0.4% of their software · price +$1.5M$20.5M+$1.5M
- VeevaVEEV78,462 shares · 0.4% of their software · price +$1.7M$18.2M+$1.7M
- CloudflareNET160,378 shares · 0.4% of their software · price +$803K$18.1M+$2.0M
- GoDaddyGDDY96,497 shares · 0.3% of their software · price −$1.7M$17.4M+$7.2M
- The Trade DeskTTD301,025 shares · 0.3% of their software · price −$18.9M$16.5M+$2.5M
- AtlassianTEAM77,008 shares · 0.3% of their software · price −$2.4M$16.3M+$2.3M
- DatadogDDOG150,181 shares · 0.3% of their software · price −$6.6M$14.9M+$1.1M
- Block, Inc.XYZ258,598 shares · 0.3% of their software · price −$7.9M$14.0M+$1.4M
- Tyler TechnologiesTYL23,037 shares · 0.3% of their software$13.4M+$639K
- HubSpotHUBS22,452 shares · 0.3% of their software · price −$2.8M$12.8M+$1.1M
- Corpay, Inc.CPAY33,928 shares · 0.2% of their software$11.8M+$757K
- Check PointCHKP44,592 shares · 0.2% of their software · price +$1.8M$10.2MFlat
- NetApp, Inc.NTAP108,563 shares · 0.2% of their software · price −$3.1M$9.5M+$1.6M
- ZscalerZS46,945 shares · 0.2% of their software · price +$845K$9.3M+$540K
- PTCPTC59,883 shares · 0.2% of their software · price −$1.7M$9.3MFlat
- VeriSign, Inc.VRSN35,688 shares · 0.2% of their software · price +$1.7M$9.1M+$931K
- ZoomZM118,998 shares · 0.2% of their software · price −$933K$8.8M+$935K
- SS&CSSNC104,857 shares · 0.2% of their software · price +$813K$8.8M+$902K
- TwilioTWLO86,334 shares · 0.2% of their software · price −$878K$8.5M+$1.6M
- OktaOKTA78,997 shares · 0.2% of their software · price +$2.1M$8.3MFlat
- F5, Inc.FFIV29,617 shares · 0.2% of their software$7.9M+$1.0M
- DocuSignDOCU95,110 shares · 0.2% of their software · price −$812K$7.7M+$902K
- TrimbleTRMB114,577 shares · 0.2% of their software · price −$574K$7.5M+$898K
- Gen DigitalGEN255,264 shares · 0.1% of their software$6.8MFlat
- AkamaiAKAM72,051 shares · 0.1% of their software · price −$1.1M$5.8MFlat
- MongoDBMDB32,586 shares · 0.1% of their software · price −$1.9M$5.7M+$580K
- DescartesDSGX52,807 shares · 0.1% of their software · price −$674K$5.3MFlat
- PaycomPAYC23,386 shares · 0.1% of their software$5.1M+$510K
- Manhattan AssociatesMANH6,490 shares · 0.0% of their software · price −$631K$1.1M+$835K
- NutanixNTNX13,062 shares · 0.0% of their software$912KNew · +$799K
- ToastTOST19,676 shares · 0.0% of their software$653KNew · +$717K
- DynatraceDT13,828 shares · 0.0% of their software$652KNew · +$752K
- Grab Holdings LimitedGRAB108,560 shares · 0.0% of their software$492KNew · +$512K
- SamsaraIOT10,901 shares · 0.0% of their software$418KNew · Flat
- monday.comMNDY1,652 shares · 0.0% of their software$402KNew · Flat
- WixWIX2,240 shares · 0.0% of their software$366KNew · Flat
- Bentley SystemsBSY7,343 shares · 0.0% of their software$289KNew · Flat
- OpenTextOTEX10,806 shares · 0.0% of their software$273KNew · Flat
- StoneCo Ltd.STNE21,400 shares · 0.0% of their software$224K−$1.2M
- Global-EGLBE4,514 shares · 0.0% of their software$161KNew · Flat