Generalist · United Kingdom, United Kingdom
Royal London Asset Management
Q2 2025 · compared with Q1 2025
Filed as Royal London Asset Management LTD
- Software
- $5.9B
- Weight of 13F
- 13.5%
- Names
- 65
- Net bought
- −$222M
Filed 14 August 2025 · SEC filing.
715 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
- MicrosoftMSFT6,451,070 shares · 54.1% of their software · price +$787M$3.2B−$201M
- IntuitINTU317,451 shares · 4.2% of their software · price +$55.1M$250M+$8.7M
- AdobeADBE503,583 shares · 3.3% of their software · price +$1.7M$195M−$19.2M
- AutodeskADSK584,141 shares · 3.0% of their software · price +$27.9M$181M−$1.6M
- ServiceNowNOW169,603 shares · 2.9% of their software · price +$39.3M$174M−$1.8M
- OracleORCL768,718 shares · 2.8% of their software · price +$60.6M$168M+$3.1M
- Fiserv, Inc.FISV945,939 shares · 2.7% of their software · price −$45.8M$163M+$3.1M
- SalesforceCRM456,807 shares · 2.1% of their software · price +$2.0M$125M−$6.6M
- PalantirPLTR804,214 shares · 1.8% of their software · price +$41.8M$110M−$17.2M
- FortinetFTNT982,106 shares · 1.7% of their software · price +$9.3M$104M+$7.1M
- Uber Technologies, Inc.UBER1,024,614 shares · 1.6% of their software · price +$20.9M$95.6M+$4.3M
- SynopsysSNPS177,385 shares · 1.5% of their software · price +$14.9M$90.9MFlat
- Automatic Data Processing, Inc.ADP238,662 shares · 1.2% of their software · price +$685K$73.6M−$1.5M
- Palo Alto NetworksPANW334,993 shares · 1.2% of their software · price +$11.4M$68.6M−$1.3M
- Roper Technologies, Inc.ROP116,047 shares · 1.1% of their software · price −$2.6M$65.8MFlat
- CrowdStrikeCRWD126,327 shares · 1.1% of their software · price +$19.8M$64.3M+$1.5M
- FactSetFDS130,477 shares · 1.0% of their software · price −$960K$58.4M−$1.1M
- ShopifySHOP503,320 shares · 1.0% of their software · price +$10.0M$58.1MFlat
- CadenceCDNS167,999 shares · 0.9% of their software · price +$9.0M$51.8M−$1.7M
- Strategy IncMSTR113,451 shares · 0.8% of their software · price +$13.2M$45.9M+$975K
- AppLovinAPP129,930 shares · 0.8% of their software · price +$11.1M$45.5M+$1.6M
- CloudflareNET167,775 shares · 0.6% of their software · price +$13.9M$32.9M+$834K
- CoStarCSGP404,875 shares · 0.5% of their software$32.6M−$959K
- Paychex, Inc.PAYX222,423 shares · 0.5% of their software · price −$2.0M$32.4MFlat
- SnowflakeSNOW142,059 shares · 0.5% of their software · price +$11.0M$31.8M−$514K
- BroadridgeBR105,777 shares · 0.4% of their software$25.7M−$531K
- WorkdayWDAY97,615 shares · 0.4% of their software · price +$632K$23.4M−$594K
- Fair IsaacFICO12,571 shares · 0.4% of their software$23.0MFlat
- DatadogDDOG169,961 shares · 0.4% of their software · price +$6.0M$22.8M+$2.0M
- The Trade DeskTTD310,616 shares · 0.4% of their software · price +$5.4M$22.4M+$525K
- VeevaVEEV77,511 shares · 0.4% of their software · price +$4.4M$22.3MFlat
- VeriskVRSK66,034 shares · 0.3% of their software · price +$917K$20.6M−$843K
- Block, Inc.XYZ277,383 shares · 0.3% of their software · price +$3.8M$18.8M+$1.0M
- ZscalerZS56,183 shares · 0.3% of their software · price +$6.5M$17.6M+$1.8M
- GoDaddyGDDY92,933 shares · 0.3% of their software$16.7M−$642K
- AtlassianTEAM79,019 shares · 0.3% of their software · price −$721K$16.0MFlat
- Tyler TechnologiesTYL22,982 shares · 0.2% of their software$13.6MFlat
- HubSpotHUBS22,746 shares · 0.2% of their software$12.7MFlat
- TwilioTWLO94,565 shares · 0.2% of their software · price +$2.5M$11.8M+$806K
- NetApp, Inc.NTAP104,524 shares · 0.2% of their software · price +$2.0M$11.1MFlat
- Corpay, Inc.CPAY33,208 shares · 0.2% of their software · price −$561K$11.0MFlat
- VeriSign, Inc.VRSN36,848 shares · 0.2% of their software · price +$1.3M$10.6MFlat
- ZoomZM132,946 shares · 0.2% of their software · price +$560K$10.4M+$1.0M
- PTCPTC59,337 shares · 0.2% of their software · price +$1.0M$10.2MFlat
- Check PointCHKP42,148 shares · 0.2% of their software$9.3M−$557K
- F5, Inc.FFIV30,220 shares · 0.1% of their software · price +$848K$8.9MFlat
- SS&CSSNC106,497 shares · 0.1% of their software$8.8MFlat
- TrimbleTRMB113,338 shares · 0.1% of their software · price +$1.2M$8.6MFlat
- MongoDBMDB38,805 shares · 0.1% of their software · price +$1.3M$8.1M+$1.1M
- OktaOKTA75,570 shares · 0.1% of their software$7.6MFlat
- DocuSignDOCU95,636 shares · 0.1% of their software$7.4MFlat
- Gen DigitalGEN247,285 shares · 0.1% of their software · price +$707K$7.3MFlat
- PaycomPAYC23,386 shares · 0.1% of their software$5.4MFlat
- DescartesDSGX52,807 shares · 0.1% of their software$5.4MFlat
- AkamaiAKAM57,367 shares · 0.1% of their software$4.6M−$1.2M
- ToastTOST21,790 shares · 0.0% of their software$965KFlat
- NutanixNTNX10,340 shares · 0.0% of their software$790KFlat
- DynatraceDT13,828 shares · 0.0% of their software$763KFlat
- Manhattan AssociatesMANH3,627 shares · 0.0% of their software$716KFlat
- Grab Holdings LimitedGRAB108,560 shares · 0.0% of their software$546KFlat
- monday.comMNDY1,652 shares · 0.0% of their software$520KFlat
- WixWIX2,740 shares · 0.0% of their software$434KFlat
- SamsaraIOT10,901 shares · 0.0% of their software$434KFlat
- Bentley SystemsBSY7,343 shares · 0.0% of their software$396KFlat
- OpenTextOTEX10,806 shares · 0.0% of their software$316KFlat