Generalist · New York, NY
Van Eck Associates
Q4 2025 · compared with Q3 2025
Filed as Van Eck Associates Corp
- Software
- $7.4B
- Weight of 13F
- 6.2%
- Names
- 91
- Net bought
- +$2.5B
Filed 13 February 2026 · SEC filing.
1,393 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
- SynopsysSNPS2,593,619 shares · 16.4% of their software · price −$61.4M$1.2B+$186M
- CadenceCDNS3,534,180 shares · 14.9% of their software · price −$137M$1.1B+$132M
- PalantirPLTR4,015,283 shares · 9.6% of their software · price −$18.8M$714M−$63.5M
- MicrosoftMSFT1,279,996 shares · 8.3% of their software · price −$43.9M$619M+$196M
- FortinetFTNT7,730,954 shares · 8.3% of their software · price −$36.1M$614M+$182M
- Tyler TechnologiesTYL1,217,306 shares · 7.4% of their software · price −$84.2M$553M+$192M
- AdobeADBE1,146,330 shares · 5.4% of their software · price −$3.2M$401M+$48.6M
- SalesforceCRM1,371,345 shares · 4.9% of their software · price +$38.3M$363M+$17.0M
- WorkdayWDAY1,559,835 shares · 4.5% of their software · price −$40.5M$335M+$34.9M
- BroadridgeBR1,475,283 shares · 4.4% of their software · price −$22.1M$329M+$185M
- Roper Technologies, Inc.ROP402,560 shares · 2.4% of their software · price −$21.6M$179MFlat
- OracleORCL852,180 shares · 2.2% of their software · price −$73.6M$166M+$228M
- ServiceNowNOW1,082,514 shares · 2.2% of their software · price −$830M$166M+$985M
- Block, Inc.XYZ1,142,773 shares · 1.0% of their software · price −$8.2M$74.4M+$24.3M
- Strategy IncMSTR466,709 shares · 1.0% of their software · price −$79.5M$70.9M+$84.5M
- VeevaVEEV249,878 shares · 0.8% of their software · price −$18.7M$55.8M+$1.0M
- IntuitINTU68,020 shares · 0.6% of their software · price −$1.4M$45.1M+$3.8M
- Uber Technologies, Inc.UBER468,933 shares · 0.5% of their software · price −$7.6M$38.3M+$5.8M
- Automatic Data Processing, Inc.ADP133,310 shares · 0.5% of their software · price −$4.8M$34.3M+$3.5M
- UnityU586,464 shares · 0.3% of their software · price +$2.4M$25.9M−$5.9M
- BullishBLSH644,218 shares · 0.3% of their software · price −$16.6M$24.4M−$2.5M
- Core Scientific, Inc.CORZ1,632,439 shares · 0.3% of their software · price −$5.5M$23.8M+$11.5M
- NextNav Inc.NN1,379,524 shares · 0.3% of their software · price +$3.2M$23.0M+$8.7M
- AutodeskADSK69,225 shares · 0.3% of their software · price −$1.5M$20.5M+$1.4M
- ShopifySHOP119,546 shares · 0.3% of their software · price +$1.5M$19.2MFlat
- Bitdeer Technologies GroupBTDR1,694,193 shares · 0.3% of their software · price −$10.0M$19.0M+$14.5M
- Palo Alto NetworksPANW68,385 shares · 0.2% of their software · price −$1.3M$12.6M+$2.9M
- FactSetFDS41,622 shares · 0.2% of their software$12.1M+$7.6M
- Manhattan AssociatesMANH64,579 shares · 0.2% of their software · price −$2.0M$11.2M+$540K
- Check PointCHKP51,764 shares · 0.1% of their software · price −$1.1M$9.6MFlat
- Paychex, Inc.PAYX76,165 shares · 0.1% of their software · price −$1.1M$8.5M−$599K
- InterDigital, Inc.IDCC25,444 shares · 0.1% of their software · price −$683K$8.1MFlat
- DynatraceDT164,197 shares · 0.1% of their software · price −$839K$7.1MFlat
- Joint Stock Company Kaspi.kzKSPI88,408 shares · 0.1% of their software$6.9M−$1.3M
- SS&CSSNC76,177 shares · 0.1% of their software$6.7MFlat
- CrowdStrikeCRWD13,774 shares · 0.1% of their software$6.5MFlat
- PaylocityPCTY39,912 shares · 0.1% of their software$6.1MFlat
- ZoomZM66,671 shares · 0.1% of their software$5.8MFlat
- QualysQLYS39,567 shares · 0.1% of their software$5.3MFlat
- NetApp, Inc.NTAP48,355 shares · 0.1% of their software · price −$550K$5.2M−$512K
- Grab Holdings LimitedGRAB1,000,418 shares · 0.1% of their software · price −$1.0M$5.0MFlat
- Full Truck Alliance Co. Ltd.YMM462,943 shares · 0.1% of their software · price −$1.0M$5.0M−$2.0M
- MorningstarMORN21,192 shares · 0.1% of their software$4.6MFlat
- DoximityDOCS100,598 shares · 0.1% of their software · price −$2.9M$4.5M+$863K
- PegasystemsPEGA71,792 shares · 0.1% of their software$4.3MNew · +$4.1M
- CoStarCSGP56,524 shares · 0.1% of their software · price −$968K$3.8MFlat
- F5, Inc.FFIV13,391 shares · 0.0% of their software · price −$910K$3.4MFlat
- SentinelOneS206,029 shares · 0.0% of their software · price −$538K$3.1M+$1.8M
- NICENICE23,204 shares · 0.0% of their software · price −$736K$2.6MFlat
- AkamaiAKAM28,914 shares · 0.0% of their software$2.5M−$581K
- Amdocs LimitedDOX30,590 shares · 0.0% of their software$2.5MFlat
- JFrogFROG38,682 shares · 0.0% of their software · price +$585K$2.4MFlat
- AtlassianTEAM14,225 shares · 0.0% of their software$2.3M−$1.9M
- ZscalerZS10,250 shares · 0.0% of their software · price −$766K$2.3MNew · +$3.1M
- DatadogDDOG16,291 shares · 0.0% of their software$2.2M+$2.3M
- UiPathPATH125,029 shares · 0.0% of their software$2.0M+$1.2M
- ElasticESTC26,680 shares · 0.0% of their software$2.0MFlat
- HubSpotHUBS4,924 shares · 0.0% of their software$2.0MFlat
- Fiserv, Inc.FISV28,536 shares · 0.0% of their software · price −$1.8M$1.9M+$942K
- monday.comMNDY12,597 shares · 0.0% of their software · price −$581K$1.9MFlat
- WixWIX17,579 shares · 0.0% of their software · price −$1.3M$1.8MFlat
- PaycomPAYC10,657 shares · 0.0% of their software · price −$520K$1.7MFlat
- Global-EGLBE40,843 shares · 0.0% of their software$1.6MFlat
- BTQ Technologies Corp.BTQ312,386 shares · 0.0% of their software · price −$562K$1.6MNew · +$2.2M
- SoundHound AI, Inc.SOUN120,810 shares · 0.0% of their software · price −$738K$1.2MNew · +$1.9M
- VaronisVRNS35,037 shares · 0.0% of their software · price −$864K$1.1MFlat
- MongoDBMDB2,253 shares · 0.0% of their software$946KFlat
- Cellebrite DI Ltd.CLBT45,973 shares · 0.0% of their software$829KFlat
- AppLovinAPP1,217 shares · 0.0% of their software$821KFlat
- The Trade DeskTTD20,912 shares · 0.0% of their software$794KNew · +$1.0M
- TwilioTWLO5,130 shares · 0.0% of their software$730KFlat
- Gen DigitalGEN26,201 shares · 0.0% of their software$712KFlat
- SnowflakeSNOW3,043 shares · 0.0% of their software$667KFlat
- OpenTextOTEX19,753 shares · 0.0% of their software$643KFlat
- TrimbleTRMB6,823 shares · 0.0% of their software$534KFlat
- GoDaddyGDDY3,850 shares · 0.0% of their software$478KFlat
- Payoneer Global Inc.PAYO84,678 shares · 0.0% of their software$476KFlat
- DuolingoDUOL2,709 shares · 0.0% of their software$475KNew · +$872K
- PTCPTC2,594 shares · 0.0% of their software$452KFlat
- Pagaya Technologies Ltd.PGY20,585 shares · 0.0% of their software$430KNew · +$611K
- CloudflareNET2,045 shares · 0.0% of their software$403KNew · Flat
- OktaOKTA4,664 shares · 0.0% of their software$403KNew · Flat
- Sportradar Group AGSRAD15,627 shares · 0.0% of their software$371KFlat
- NutanixNTNX7,073 shares · 0.0% of their software$366KFlat
- Bentley SystemsBSY8,921 shares · 0.0% of their software$341KFlat
- Arqit Quantum Inc.ARQQ13,193 shares · 0.0% of their software$289K−$520K
- Radware Ltd.RDWR8,582 shares · 0.0% of their software$207KFlat
- VTEXVTEX29,274 shares · 0.0% of their software$110KFlat
- PhreesiaPHR2,502 shares · 0.0% of their software$42KFlat
- Fair IsaacFICO3 shares · 0.0% of their software$5KFlat
- VeriSign, Inc.VRSN11 shares · 0.0% of their software$3KFlat