Generalist · New York, NY
Van Eck Associates
Q3 2025 · compared with Q2 2025
Filed as Van Eck Associates Corp
- Software
- $6.4B
- Weight of 13F
- 6.0%
- Names
- 87
- Net bought
- +$183M
Filed 13 November 2025 · SEC filing.
1,416 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 202683 names$7.6B−$406M
- Q1 202684 names$7.1B+$1.3B
- Q4 202591 names$7.4B+$2.5B
- Q3 202587 names$6.4B+$183M
- Q2 202580 names$6.2B−$83.6M
- Q1 202578 names$5.3B+$1.1B
- Q4 202477 names$4.7B−$334M
- Q3 202467 names$4.8B+$274M
- Q2 202468 names$4.8B+$912M
- Q1 202469 names$4.0B+$579M
- Q4 202366 names$3.1B+$145M
- Q3 202362 names$2.6B−$480M
- Q2 202365 names$3.1B−$158M
- Q1 202363 names$2.9B+$170M
- Q4 202261 names$2.2B+$94.2M
- Q3 202260 names$2.1B+$74.0M
- Q2 202256 names$2.2B+$384M
- Q1 202260 names$2.4B+$616M
- Q4 202161 names$2.2B+$190M
- Q3 202153 names$1.8B−$76.3M
- Q2 202151 names$1.9B+$458M
- Q1 202149 names$1.2B+$584M
- Q4 202027 names$687M−$8.9M
- Q3 202024 names$627M−$78.3M
- Q2 202024 names$652M−$46.7M
- Q1 202024 names$546M+$56.0M
- Q4 201923 names$552M+$203M
- Q3 201916 names$327M+$82.9M
- Q2 201912 names$247M+$11.0M
- Q1 201911 names$226M+$24.0M
- Q4 201810 names$162M+$46.6M
- Q3 20189 names$149M+$9.9M
- Q2 20189 names$122M−$6.9M
- Q1 20187 names$114M−$19.6M
- Q4 20177 names$125M+$19.0M
- Q3 20177 names$101M+$6.5M
- Q2 20176 names$87.7M−$10.7M
- Q1 201713 names$89.7M+$20.7M
- Q4 201613 names$57.5M+$4.1M
- Q3 201612 names$55.1M+$6.8M
- Q2 201612 names$47.0M—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- CadenceCDNS3,157,526 shares · 17.2% of their software · price +$136M$1.1B−$109M
- SynopsysSNPS2,216,908 shares · 17.0% of their software · price −$42.8M$1.1B+$151M
- PalantirPLTR4,363,430 shares · 12.3% of their software · price +$201M$796M−$10.7M
- FortinetFTNT5,564,558 shares · 7.3% of their software · price −$120M$468M+$225M
- MicrosoftMSFT901,472 shares · 7.2% of their software · price +$18.5M$467M−$18.1M
- Tyler TechnologiesTYL850,103 shares · 6.9% of their software · price −$59.2M$445M+$179M
- AdobeADBE1,008,499 shares · 5.5% of their software · price −$34.4M$356M+$38.7M
- WorkdayWDAY1,415,002 shares · 5.3% of their software · price +$1.0M$341M+$170M
- SalesforceCRM1,299,513 shares · 4.8% of their software · price −$46.4M$308M+$28.9M
- Roper Technologies, Inc.ROP401,069 shares · 3.1% of their software · price −$27.3M$200MNew · +$227M
- BroadridgeBR700,536 shares · 2.6% of their software · price −$3.4M$167M+$165M
- VeevaVEEV246,477 shares · 1.1% of their software · price +$2.4M$73.4M−$195M
- Strategy IncMSTR204,506 shares · 1.0% of their software · price −$16.8M$65.9M+$26.1M
- Block, Inc.XYZ805,998 shares · 0.9% of their software · price +$3.5M$58.2M+$2.3M
- BullishBLSH683,430 shares · 0.7% of their software$43.5MNew · +$43.5M
- IntuitINTU62,485 shares · 0.7% of their software · price −$6.5M$42.7M+$1.9M
- Uber Technologies, Inc.UBER409,658 shares · 0.6% of their software · price +$1.9M$40.1MFlat
- Automatic Data Processing, Inc.ADP121,412 shares · 0.6% of their software · price −$1.8M$35.6MFlat
- UnityU733,107 shares · 0.5% of their software · price +$11.6M$29.4M−$35.3M
- AutodeskADSK64,877 shares · 0.3% of their software · price +$526K$20.6M−$190M
- Core Scientific, Inc.CORZ990,985 shares · 0.3% of their software · price +$862K$17.8M−$21.1M
- ShopifySHOP116,742 shares · 0.3% of their software · price +$3.9M$17.3M−$910K
- Bitdeer Technologies GroupBTDR846,707 shares · 0.2% of their software · price +$4.8M$14.5M−$14.9M
- Manhattan AssociatesMANH61,944 shares · 0.2% of their software$12.7M−$184M
- OracleORCL40,195 shares · 0.2% of their software · price +$2.5M$11.3M−$221M
- ServiceNowNOW12,114 shares · 0.2% of their software · price −$1.3M$11.1M+$1.2M
- Palo Alto NetworksPANW54,309 shares · 0.2% of their software$11.1M+$863K
- Check PointCHKP53,242 shares · 0.2% of their software · price −$763K$11.0MFlat
- NextNav Inc.NN768,345 shares · 0.2% of their software · price −$692K$11.0M+$6.2M
- Paychex, Inc.PAYX80,889 shares · 0.2% of their software · price −$1.5M$10.3MFlat
- Joint Stock Company Kaspi.kzKSPI104,153 shares · 0.1% of their software$8.5M−$2.3M
- InterDigital, Inc.IDCC24,250 shares · 0.1% of their software · price +$2.9M$8.4MFlat
- Full Truck Alliance Co. Ltd.YMM613,548 shares · 0.1% of their software · price +$712K$8.0M−$513K
- DynatraceDT155,699 shares · 0.1% of their software · price −$1.1M$7.5MFlat
- CrowdStrikeCRWD14,450 shares · 0.1% of their software$7.1M+$828K
- SS&CSSNC78,215 shares · 0.1% of their software$6.9M−$534K
- DoximityDOCS88,806 shares · 0.1% of their software · price +$1.0M$6.5MFlat
- CommvaultCVLT34,149 shares · 0.1% of their software$6.4MFlat
- PaylocityPCTY40,019 shares · 0.1% of their software · price −$877K$6.4MFlat
- NetApp, Inc.NTAP52,676 shares · 0.1% of their software · price +$627K$6.2MFlat
- Grab Holdings LimitedGRAB957,436 shares · 0.1% of their software · price +$948K$5.8MFlat
- ZoomZM68,300 shares · 0.1% of their software$5.6M−$747K
- MorningstarMORN21,839 shares · 0.1% of their software · price −$1.8M$5.1MFlat
- QualysQLYS38,261 shares · 0.1% of their software$5.1MFlat
- CoStarCSGP57,861 shares · 0.1% of their software$4.9MFlat
- FactSetFDS14,925 shares · 0.1% of their software · price −$2.4M$4.3M+$3.3M
- AtlassianTEAM25,950 shares · 0.1% of their software · price −$1.1M$4.1MFlat
- F5, Inc.FFIV12,206 shares · 0.1% of their software$3.9MFlat
- WixWIX18,032 shares · 0.0% of their software$3.2MFlat
- NICENICE21,213 shares · 0.0% of their software · price −$512K$3.1MFlat
- SPS CommerceSPSC29,235 shares · 0.0% of their software · price −$934K$3.0MFlat
- AkamaiAKAM36,577 shares · 0.0% of their software$2.8MFlat
- Fiserv, Inc.FISV21,226 shares · 0.0% of their software · price −$923K$2.7MFlat
- monday.comMNDY13,351 shares · 0.0% of their software · price −$1.6M$2.6MFlat
- DocuSignDOCU35,276 shares · 0.0% of their software$2.5MFlat
- Amdocs LimitedDOX30,945 shares · 0.0% of their software$2.5MFlat
- HubSpotHUBS5,112 shares · 0.0% of their software$2.4MFlat
- PaycomPAYC11,453 shares · 0.0% of their software$2.4MFlat
- ElasticESTC27,636 shares · 0.0% of their software$2.3MFlat
- VaronisVRNS33,702 shares · 0.0% of their software$1.9MFlat
- SentinelOneS101,904 shares · 0.0% of their software$1.8MFlat
- JFrogFROG37,551 shares · 0.0% of their software$1.8MFlat
- Global-EGLBE36,804 shares · 0.0% of their software$1.3MFlat
- AppLovinAPP1,604 shares · 0.0% of their software · price +$591K$1.2M−$86.4M
- Arqit Quantum Inc.ARQQ26,615 shares · 0.0% of their software$1.0M+$810K
- SnowflakeSNOW4,479 shares · 0.0% of their software$1.0M+$508K
- Cellebrite DI Ltd.CLBT46,547 shares · 0.0% of their software$863KFlat
- OpenTextOTEX20,638 shares · 0.0% of their software$771KFlat
- MongoDBMDB2,415 shares · 0.0% of their software$750KFlat
- Gen DigitalGEN23,235 shares · 0.0% of their software$660KFlat
- TrimbleTRMB7,088 shares · 0.0% of their software$579KFlat
- GoDaddyGDDY4,228 shares · 0.0% of their software$578KFlat
- TwilioTWLO5,626 shares · 0.0% of their software$563KFlat
- NutanixNTNX7,526 shares · 0.0% of their software$560KFlat
- Payoneer Global Inc.PAYO82,701 shares · 0.0% of their software$500KFlat
- UiPathPATH36,195 shares · 0.0% of their software$484KNew · Flat
- Sportradar Group AGSRAD16,337 shares · 0.0% of their software$439KNew · Flat
- PTCPTC1,799 shares · 0.0% of their software$365KFlat
- Radware Ltd.RDWR11,874 shares · 0.0% of their software$315KFlat
- CoreWeave, Inc.CRWV1,897 shares · 0.0% of their software$260KNew · Flat
- Bentley SystemsBSY3,988 shares · 0.0% of their software$205KFlat
- VTEXVTEX30,759 shares · 0.0% of their software$135KFlat
- PhreesiaPHR1,400 shares · 0.0% of their software$33KFlat
- ToastTOST355 shares · 0.0% of their software$13KNew · Flat
- DatadogDDOG50 shares · 0.0% of their software$7K−$3.4M
- Fair IsaacFICO3 shares · 0.0% of their software$4KNew · Flat
- VeriSign, Inc.VRSN11 shares · 0.0% of their software$3KNew · Flat