Generalist · United Kingdom, United Kingdom
Royal London Asset Management
Q1 2026 · compared with Q4 2025
Filed as Royal London Asset Management LTD
- Software
- $4.1B
- Weight of 13F
- 8.6%
- Names
- 62
- Net bought
- −$111M
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
- MicrosoftMSFT5,685,840 shares · 51.6% of their software · price −$645M$2.1B−$132M
- IntuitINTU394,416 shares · 4.2% of their software · price −$90.7M$171M+$37.4M
- OracleORCL1,106,805 shares · 4.0% of their software · price −$52.9M$163M+$2.9M
- PalantirPLTR1,078,765 shares · 3.9% of their software · price −$33.9M$158M−$4.6M
- SynopsysSNPS299,015 shares · 2.9% of their software · price −$21.9M$119M−$14.3M
- AutodeskADSK434,649 shares · 2.5% of their software · price −$24.6M$104M−$28.8M
- ServiceNowNOW904,249 shares · 2.3% of their software · price −$44.0M$94.5M+$8.5M
- AppLovinAPP235,139 shares · 2.3% of their software · price −$64.9M$93.6MSplit
- FortinetFTNT1,122,679 shares · 2.2% of their software · price +$2.6M$91.7M+$5.9M
- Uber Technologies, Inc.UBER1,020,964 shares · 1.8% of their software · price −$10.0M$73.4M+$1.6M
- Corpay, Inc.CPAY218,006 shares · 1.6% of their software · price −$2.2M$63.4M+$30.4M
- ShopifySHOP519,347 shares · 1.5% of their software · price −$22.0M$61.6M+$888K
- Palo Alto NetworksPANW382,331 shares · 1.5% of their software · price −$9.1M$61.3M+$10.0M
- AdobeADBE229,814 shares · 1.4% of their software · price −$24.6M$55.9M−$7.3M
- CrowdStrikeCRWD128,563 shares · 1.2% of their software · price −$10.1M$50.2M+$1.2M
- Automatic Data Processing, Inc.ADP232,604 shares · 1.2% of their software · price −$12.6M$47.3MFlat
- CadenceCDNS163,089 shares · 1.1% of their software · price −$5.7M$45.3MFlat
- SalesforceCRM242,059 shares · 1.1% of their software · price −$18.9M$45.2M−$49.9M
- CloudflareNET203,746 shares · 1.0% of their software · price +$1.9M$42.0M+$9.4M
- Roper Technologies, Inc.ROP108,685 shares · 0.9% of their software · price −$9.9M$38.5M−$3.6M
- FactSetFDS153,964 shares · 0.8% of their software · price −$11.3M$33.4M−$1.6M
- SnowflakeSNOW141,910 shares · 0.5% of their software · price −$9.7M$21.4M+$784K
- Paychex, Inc.PAYX221,445 shares · 0.5% of their software · price −$4.4M$20.4MFlat
- DatadogDDOG162,295 shares · 0.5% of their software · price −$2.9M$19.2MFlat
- BroadridgeBR112,202 shares · 0.4% of their software · price −$6.8M$18.2MFlat
- CoStarCSGP431,870 shares · 0.4% of their software · price −$11.6M$17.4M+$1.5M
- Strategy IncMSTR136,264 shares · 0.4% of their software · price −$3.7M$17.0M+$1.9M
- Block, Inc.XYZ267,463 shares · 0.4% of their software · price −$1.3M$16.1MFlat
- CoreWeave, Inc.CRWV197,025 shares · 0.4% of their software · price +$1.2M$15.3M+$13.7M
- Fiserv, Inc.FISV254,707 shares · 0.3% of their software · price −$2.9M$14.2MFlat
- WorkdayWDAY106,308 shares · 0.3% of their software · price −$9.0M$13.8M+$2.3M
- Fair IsaacFICO12,042 shares · 0.3% of their software · price −$7.5M$12.9MFlat
- VeevaVEEV70,532 shares · 0.3% of their software · price −$3.4M$12.4M−$1.2M
- VeriskVRSK64,219 shares · 0.3% of their software · price −$2.2M$12.2MFlat
- TwilioTWLO90,884 shares · 0.3% of their software · price −$1.5M$11.4MFlat
- ZoomZM141,934 shares · 0.3% of their software · price −$837K$11.4M+$949K
- NetApp, Inc.NTAP103,091 shares · 0.3% of their software$10.6MFlat
- MongoDBMDB36,964 shares · 0.2% of their software · price −$6.5M$9.0MFlat
- F5, Inc.FFIV30,350 shares · 0.2% of their software · price +$1.0M$8.8MFlat
- VeriSign, Inc.VRSN34,948 shares · 0.2% of their software$8.7MFlat
- GoDaddyGDDY104,433 shares · 0.2% of their software · price −$4.3M$8.6M+$1.6M
- Tyler TechnologiesTYL24,662 shares · 0.2% of their software · price −$2.8M$8.4M+$867K
- PTCPTC58,042 shares · 0.2% of their software · price −$1.8M$8.3MFlat
- TrimbleTRMB122,972 shares · 0.2% of their software · price −$1.6M$8.0M+$988K
- HubSpotHUBS31,026 shares · 0.2% of their software · price −$4.9M$7.6M+$2.4M
- The Trade DeskTTD326,879 shares · 0.2% of their software · price −$5.0M$7.4MFlat
- ZscalerZS52,093 shares · 0.2% of their software · price −$4.4M$7.3M+$884K
- AtlassianTEAM96,846 shares · 0.2% of their software · price −$9.1M$6.6M+$2.6M
- OktaOKTA78,282 shares · 0.2% of their software · price −$607K$6.2MFlat
- Check PointCHKP40,592 shares · 0.1% of their software · price −$1.7M$5.8MFlat
- DocuSignDOCU97,646 shares · 0.1% of their software · price −$2.0M$4.7MFlat
- Gen DigitalGEN242,884 shares · 0.1% of their software · price −$2.0M$4.6MFlat
- DescartesDSGX49,257 shares · 0.1% of their software · price −$793K$3.5MFlat
- StoneCo Ltd.STNE248,600 shares · 0.1% of their software$3.5M+$2.7M
- PaycomPAYC20,896 shares · 0.1% of their software · price −$790K$2.6MFlat
- ToastTOST20,975 shares · 0.0% of their software$556KFlat
- Manhattan AssociatesMANH3,627 shares · 0.0% of their software$483KFlat
- Grab Holdings LimitedGRAB115,652 shares · 0.0% of their software$423KFlat
- SamsaraIOT11,427 shares · 0.0% of their software$362KFlat
- OpenTextOTEX10,806 shares · 0.0% of their software$240KFlat
- monday.comMNDY1,652 shares · 0.0% of their software$114KFlat
- SS&CSSNC444 shares · 0.0% of their software$30K−$7.2M