Generalist · United Kingdom, United Kingdom
Royal London Asset Management
Q3 2025 · compared with Q2 2025
Filed as Royal London Asset Management LTD
- Software
- $5.9B
- Weight of 13F
- 12.8%
- Names
- 64
- Net bought
- −$125M
Filed 13 November 2025 · SEC filing.
688 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
- MicrosoftMSFT6,141,574 shares · 53.6% of their software · price +$126M$3.2B−$154M
- OracleORCL1,078,524 shares · 5.1% of their software · price +$67.5M$303M+$67.7M
- IntuitINTU342,221 shares · 3.9% of their software · price −$35.8M$234M+$19.5M
- PalantirPLTR1,062,204 shares · 3.3% of their software · price +$49.0M$194M+$35.2M
- AutodeskADSK568,306 shares · 3.0% of their software · price +$4.6M$181M−$4.9M
- SynopsysSNPS363,110 shares · 3.0% of their software · price −$7.0M$179M+$95.2M
- ServiceNowNOW169,869 shares · 2.6% of their software · price −$18.3M$156MFlat
- AdobeADBE337,750 shares · 2.0% of their software · price −$11.5M$119M−$64.2M
- SalesforceCRM432,457 shares · 1.7% of their software · price −$15.4M$102M−$6.6M
- Uber Technologies, Inc.UBER1,009,238 shares · 1.7% of their software · price +$4.7M$98.9M−$1.4M
- FortinetFTNT1,072,094 shares · 1.5% of their software · price −$23.2M$90.1M+$9.5M
- AppLovinAPP122,477 shares · 1.5% of their software · price +$45.1M$88.0M−$2.6M
- ShopifySHOP508,316 shares · 1.3% of their software · price +$16.9M$75.5MFlat
- Automatic Data Processing, Inc.ADP235,139 shares · 1.2% of their software · price −$3.5M$69.0M−$1.1M
- Palo Alto NetworksPANW330,041 shares · 1.1% of their software$67.2M−$1.0M
- CrowdStrikeCRWD127,213 shares · 1.1% of their software · price −$2.4M$62.4MFlat
- CadenceCDNS166,048 shares · 1.0% of their software · price +$7.2M$58.3M−$601K
- Roper Technologies, Inc.ROP116,848 shares · 1.0% of their software · price −$8.0M$58.3MFlat
- FactSetFDS148,684 shares · 0.7% of their software · price −$23.9M$42.6M+$8.1M
- Strategy IncMSTR121,812 shares · 0.7% of their software · price −$10.0M$39.2M+$3.4M
- CoStarCSGP407,064 shares · 0.6% of their software · price +$1.6M$34.3MFlat
- Fiserv, Inc.FISV261,835 shares · 0.6% of their software · price −$11.4M$33.8M−$118M
- CloudflareNET157,180 shares · 0.6% of their software · price +$2.9M$33.7M−$2.1M
- SnowflakeSNOW139,664 shares · 0.5% of their software$31.5M−$536K
- Paychex, Inc.PAYX220,588 shares · 0.5% of their software · price −$4.1M$28.0MFlat
- BroadridgeBR112,657 shares · 0.5% of their software · price −$548K$26.8M+$1.7M
- DatadogDDOG163,478 shares · 0.4% of their software · price +$1.3M$23.3M−$871K
- WorkdayWDAY95,511 shares · 0.4% of their software$23.0M−$505K
- VeevaVEEV77,114 shares · 0.4% of their software · price +$766K$23.0MFlat
- Block, Inc.XYZ273,273 shares · 0.3% of their software · price +$1.2M$19.7MFlat
- Fair IsaacFICO12,514 shares · 0.3% of their software · price −$4.1M$18.7MFlat
- VeriskVRSK65,819 shares · 0.3% of their software · price −$3.9M$16.6MFlat
- The Trade DeskTTD318,787 shares · 0.3% of their software · price −$7.3M$15.6M+$588K
- ZscalerZS49,460 shares · 0.2% of their software · price −$706K$14.8M−$2.1M
- GoDaddyGDDY92,562 shares · 0.2% of their software · price −$4.0M$12.7MFlat
- AtlassianTEAM77,987 shares · 0.2% of their software · price −$3.4M$12.5MFlat
- NetApp, Inc.NTAP104,124 shares · 0.2% of their software · price +$1.2M$12.3MFlat
- Tyler TechnologiesTYL23,300 shares · 0.2% of their software · price −$1.6M$12.2MFlat
- PTCPTC59,663 shares · 0.2% of their software · price +$1.8M$12.1MFlat
- MongoDBMDB37,803 shares · 0.2% of their software · price +$3.8M$11.7MFlat
- ZoomZM131,001 shares · 0.2% of their software · price +$592K$10.8MFlat
- HubSpotHUBS22,297 shares · 0.2% of their software · price −$2.0M$10.4MFlat
- VeriSign, Inc.VRSN36,727 shares · 0.2% of their software$10.3MFlat
- F5, Inc.FFIV30,220 shares · 0.2% of their software · price +$872K$9.8MFlat
- SS&CSSNC106,497 shares · 0.2% of their software · price +$635K$9.5MFlat
- Corpay, Inc.CPAY32,663 shares · 0.2% of their software · price −$1.4M$9.4MFlat
- TwilioTWLO91,765 shares · 0.2% of their software · price −$2.2M$9.2MFlat
- TrimbleTRMB112,209 shares · 0.2% of their software · price +$636K$9.2MFlat
- Check PointCHKP41,896 shares · 0.1% of their software · price −$601K$8.7MFlat
- Gen DigitalGEN247,285 shares · 0.1% of their software$7.0MFlat
- OktaOKTA73,952 shares · 0.1% of their software · price −$612K$6.8MFlat
- DocuSignDOCU92,473 shares · 0.1% of their software · price −$536K$6.7MFlat
- DescartesDSGX52,807 shares · 0.1% of their software$5.0MFlat
- PaycomPAYC22,881 shares · 0.1% of their software · price −$532K$4.8MFlat
- NutanixNTNX10,661 shares · 0.0% of their software$793KFlat
- Manhattan AssociatesMANH3,627 shares · 0.0% of their software$743KFlat
- ToastTOST20,227 shares · 0.0% of their software$738KFlat
- Grab Holdings LimitedGRAB108,560 shares · 0.0% of their software$654KFlat
- AkamaiAKAM6,332 shares · 0.0% of their software$480K−$4.1M
- DynatraceDT9,617 shares · 0.0% of their software$466KFlat
- WixWIX2,540 shares · 0.0% of their software$451KFlat
- OpenTextOTEX10,806 shares · 0.0% of their software$404KFlat
- SamsaraIOT9,177 shares · 0.0% of their software$342KFlat
- monday.comMNDY1,652 shares · 0.0% of their software$320KFlat