Generalist · New York, NY
Van Eck Associates
Q1 2026 · compared with Q4 2025
Filed as Van Eck Associates Corp
- Software
- $7.1B
- Weight of 13F
- 5.3%
- Names
- 84
- Net bought
- +$1.3B
1,394 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
- SynopsysSNPS2,887,562 shares · 16.2% of their software · price −$211M$1.1B+$138M
- CadenceCDNS4,015,373 shares · 15.8% of their software · price −$139M$1.1B+$150M
- PalantirPLTR5,922,134 shares · 12.3% of their software · price −$186M$866M+$339M
- FortinetFTNT7,482,362 shares · 8.7% of their software · price +$17.3M$611M−$19.7M
- MicrosoftMSFT1,379,685 shares · 7.2% of their software · price −$157M$511M+$48.2M
- Tyler TechnologiesTYL1,361,084 shares · 6.6% of their software · price −$152M$466M+$65.3M
- BroadridgeBR1,685,383 shares · 3.9% of their software · price −$102M$274M+$46.9M
- VeevaVEEV1,089,110 shares · 2.7% of their software · price −$51.8M$191M+$187M
- Palo Alto NetworksPANW1,085,631 shares · 2.5% of their software · price −$25.9M$174M+$187M
- AdobeADBE674,815 shares · 2.3% of their software · price −$72.1M$164M−$165M
- DatadogDDOG1,333,063 shares · 2.2% of their software · price −$23.9M$157M+$179M
- Roper Technologies, Inc.ROP402,641 shares · 2.0% of their software · price −$36.7M$142MFlat
- CoStarCSGP3,478,726 shares · 2.0% of their software · price −$93.6M$140M+$230M
- SalesforceCRM711,065 shares · 1.9% of their software · price −$55.6M$133M−$175M
- OracleORCL837,918 shares · 1.7% of their software · price −$40.1M$123M−$2.8M
- Fair IsaacFICO114,771 shares · 1.7% of their software · price −$71.5M$123M+$194M
- ServiceNowNOW1,095,877 shares · 1.6% of their software · price −$53.3M$115M+$2.0M
- WorkdayWDAY831,136 shares · 1.5% of their software · price −$70.5M$108M−$157M
- Block, Inc.XYZ1,119,608 shares · 1.0% of their software · price −$5.5M$67.4M−$1.5M
- UnityU1,719,283 shares · 0.5% of their software · price −$38.2M$37.7M+$50.0M
- Strategy IncMSTR301,427 shares · 0.5% of their software · price −$8.2M$37.6M−$25.1M
- Uber Technologies, Inc.UBER484,828 shares · 0.5% of their software · price −$4.7M$34.9M+$1.3M
- IntuitINTU73,993 shares · 0.5% of their software · price −$17.0M$32.0M+$4.0M
- NextNav Inc.NN1,925,907 shares · 0.4% of their software · price −$1.2M$30.9M+$9.1M
- Automatic Data Processing, Inc.ADP143,316 shares · 0.4% of their software · price −$7.7M$29.1M+$2.6M
- BullishBLSH801,867 shares · 0.4% of their software · price −$1.7M$28.7M+$6.0M
- Core Scientific, Inc.CORZ1,655,931 shares · 0.4% of their software · price +$662K$24.8MFlat
- AutodeskADSK74,804 shares · 0.3% of their software · price −$4.2M$17.9M+$1.7M
- Bitdeer Technologies GroupBTDR1,684,145 shares · 0.2% of their software · price −$4.3M$14.6MFlat
- Manhattan AssociatesMANH66,993 shares · 0.1% of their software · price −$2.7M$8.9MFlat
- Check PointCHKP57,155 shares · 0.1% of their software · price −$2.4M$8.2M+$1.0M
- ShopifySHOP68,556 shares · 0.1% of their software · price −$2.9M$8.1M−$8.2M
- InterDigital, Inc.IDCC26,395 shares · 0.1% of their software$8.0MFlat
- FactSetFDS35,966 shares · 0.1% of their software · price −$2.6M$7.8M−$1.6M
- Paychex, Inc.PAYX78,010 shares · 0.1% of their software · price −$1.6M$7.2MFlat
- Joint Stock Company Kaspi.kzKSPI88,091 shares · 0.1% of their software$6.5MFlat
- CrowdStrikeCRWD15,692 shares · 0.1% of their software · price −$1.2M$6.1M+$899K
- AkamaiAKAM48,432 shares · 0.1% of their software · price +$1.3M$5.6M+$1.7M
- ZoomZM65,159 shares · 0.1% of their software$5.2MFlat
- NetApp, Inc.NTAP49,712 shares · 0.1% of their software$5.1MFlat
- PaylocityPCTY41,353 shares · 0.1% of their software · price −$1.8M$4.5MFlat
- F5, Inc.FFIV13,851 shares · 0.1% of their software$4.0MFlat
- Grab Holdings LimitedGRAB1,052,837 shares · 0.1% of their software · price −$1.4M$3.9MFlat
- MorningstarMORN21,956 shares · 0.1% of their software · price −$1.1M$3.7MFlat
- QualysQLYS41,000 shares · 0.1% of their software · price −$1.8M$3.6MFlat
- Full Truck Alliance Co. Ltd.YMM395,936 shares · 0.0% of their software · price −$962K$3.3M−$719K
- SS&CSSNC47,212 shares · 0.0% of their software · price −$937K$3.2M−$2.5M
- PegasystemsPEGA74,407 shares · 0.0% of their software · price −$1.3M$3.2MFlat
- NICENICE27,111 shares · 0.0% of their software$3.0MFlat
- DoximityDOCS103,984 shares · 0.0% of their software · price −$2.2M$2.4MFlat
- Quantum eMotion Corp.QNC1,027,897 shares · 0.0% of their software$2.3MNew · +$2.4M
- Amdocs LimitedDOX35,741 shares · 0.0% of their software · price −$545K$2.3MFlat
- CloudflareNET11,025 shares · 0.0% of their software$2.3M+$1.8M
- JFrogFROG45,195 shares · 0.0% of their software · price −$702K$2.1MFlat
- DynatraceDT52,290 shares · 0.0% of their software$1.9M−$4.9M
- WixWIX20,539 shares · 0.0% of their software$1.9MFlat
- UiPathPATH156,391 shares · 0.0% of their software · price −$827K$1.7M+$514K
- SentinelOneS121,537 shares · 0.0% of their software$1.6M−$1.3M
- Global-EGLBE47,721 shares · 0.0% of their software$1.5MFlat
- AppLovinAPP3,484 shares · 0.0% of their software · price −$961K$1.4M+$1.5M
- The Trade DeskTTD60,631 shares · 0.0% of their software · price −$926K$1.4M+$1.5M
- ZscalerZS9,555 shares · 0.0% of their software · price −$809K$1.3MFlat
- BTQ Technologies Corp.BTQ454,339 shares · 0.0% of their software · price −$1.1M$1.2M+$727K
- monday.comMNDY14,718 shares · 0.0% of their software · price −$1.2M$1.0MFlat
- VaronisVRNS40,940 shares · 0.0% of their software$879KFlat
- MongoDBMDB3,359 shares · 0.0% of their software · price −$588K$823KFlat
- Cellebrite DI Ltd.CLBT53,716 shares · 0.0% of their software$740KFlat
- TwilioTWLO5,380 shares · 0.0% of their software$677KFlat
- PTCPTC4,656 shares · 0.0% of their software$663KFlat
- Gen DigitalGEN27,501 shares · 0.0% of their software$518KFlat
- Payoneer Global Inc.PAYO98,941 shares · 0.0% of their software$478KFlat
- OpenTextOTEX20,718 shares · 0.0% of their software$462KFlat
- TrimbleTRMB7,024 shares · 0.0% of their software$458KFlat
- Fiserv, Inc.FISV7,846 shares · 0.0% of their software$438K−$1.4M
- OktaOKTA4,820 shares · 0.0% of their software$379KFlat
- GoDaddyGDDY3,915 shares · 0.0% of their software$324KFlat
- Bentley SystemsBSY8,032 shares · 0.0% of their software$282KFlat
- Pagaya Technologies Ltd.PGY24,054 shares · 0.0% of their software$280KFlat
- Arqit Quantum Inc.ARQQ20,153 shares · 0.0% of their software$267KFlat
- Radware Ltd.RDWR10,026 shares · 0.0% of their software$264KFlat
- Sportradar Group AGSRAD11,927 shares · 0.0% of their software$200KFlat
- VTEXVTEX28,156 shares · 0.0% of their software$113KFlat
- VeriSign, Inc.VRSN137 shares · 0.0% of their software$34KFlat
- PhreesiaPHR2,417 shares · 0.0% of their software$20KFlat