Generalist · London, United Kingdom
HSBC
Q3 2024 · compared with Q2 2024
Filed as Hsbc Holdings PLC
- Software
- $19.4B
- Weight of 13F
- 12.1%
- Names
- 179
- Net bought
- +$395M
Filed 14 November 2024 · SEC filing.
Call exposure on these names is $616M across 37 lines. Calls are not in the stock total.
2,568 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 2026175 names · $808M in calls, not in the total$17.8B+$1.5B
- Q1 2026175 names · $889M in calls, not in the total$16.0B+$1.2B
- Q4 2025168 names$19.4B+$2.7B
- Q3 2025172 names · $456M in calls, not in the total$21.2B+$2.2B
- Q2 2025184 names · $603M in calls, not in the total$18.4B−$2.8B
- Q1 2025178 names · $543M in calls, not in the total$17.5B−$114M
- Q4 2024179 names · $527M in calls, not in the total$19.6B−$56.3M
- Q3 2024179 names · $616M in calls, not in the total$19.4B+$395M
- Q2 2024170 names · $621M in calls, not in the total$19.8B+$2.1B
- Q1 2024171 names · $622M in calls, not in the total$16.9B+$3.0B
- Q4 2023136 names · $522M in calls, not in the total$12.7B+$837M
- Q3 2023134 names · $440M in calls, not in the total$9.9B+$247M
- Q2 2023124 names · $542M in calls, not in the total$10.1B+$902M
- Q1 2023117 names · $505M in calls, not in the total$7.8B−$578M
- Q4 2022120 names · $368M in calls, not in the total$7.2B+$2.2B
- Q3 2022105 names · $235M in calls, not in the total$4.9B−$39.3M
- Q2 2022128 names · $294M in calls, not in the total$5.5B+$1.1B
- Q1 2022132 names · $236M in calls, not in the total$6.5B−$1.1B
- Q4 2021131 names · $321M in calls, not in the total$8.6B+$692M
- Q3 2021124 names · $193M in calls, not in the total$7.5B−$557M
- Q2 2021116 names · $191M in calls, not in the total$7.8B+$300M
- Q1 202198 names · $258M in calls, not in the total$6.7B+$193M
- Q4 2020117 names · $1.2M in calls, not in the total$6.4B+$824M
- Q3 202096 names · $160M in calls, not in the total$5.1B+$580M
- Q2 202092 names · $111M in calls, not in the total$4.1B+$324M
- Q1 202090 names · $72.9M in calls, not in the total$2.9B+$149M
- Q4 201994 names · $235M in calls, not in the total$2.9B+$267M
- Q3 201993 names · $248M in calls, not in the total$2.4B−$37.2M
- Q2 201980 names · $300M in calls, not in the total$2.4B+$51.6M
- Q1 201973 names · $207M in calls, not in the total$2.1B−$235M
- Q4 201865 names · $184M in calls, not in the total$2.0B−$266M
- Q3 201865 names · $157M in calls, not in the total$2.6B−$47.7M
- Q2 201864 names · $118M in calls, not in the total$2.3B−$549M
- Q1 201856 names · $112M in calls, not in the total$2.7B−$131M
- Q4 201752 names · $15.3M in calls, not in the total$2.7B+$308M
- Q3 201745 names · $82.4M in calls, not in the total$2.1B+$185M
- Q2 201742 names · $80.6M in calls, not in the total$1.8B+$94.8M
- Q1 201743 names · $61.5M in calls, not in the total$1.6B+$217M
- Q4 201655 names · $155M in calls, not in the total$1.3B+$32.6M
- Q3 201639 names · $63.2M in calls, not in the total$1.2B+$124M
- Q2 201640 names · $103M in calls, not in the total$968M—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT25,973,857 shares · 57.5% of their software · price −$432M$11.1B−$526M
- SalesforceCRM3,416,440 shares · 4.8% of their software · price +$56.7M$933M−$43.0M
- AdobeADBE1,718,031 shares · 4.6% of their software · price −$64.9M$888M+$55.6M
- ServiceNowNOW748,617 shares · 3.4% of their software · price +$80.6M$667M+$124M
- OracleORCL3,852,087 shares · 3.4% of their software · price +$112M$654M−$6.0M
- IntuitINTU739,915 shares · 2.4% of their software · price −$26.8M$459M+$10.0M
- Automatic Data Processing, Inc.ADP1,289,454 shares · 1.8% of their software · price +$49.1M$356M−$15.3M
- Uber Technologies, Inc.UBER4,502,368 shares · 1.7% of their software · price +$11.2M$339M−$8.7M
- Palo Alto NetworksPANW733,786 shares · 1.3% of their software · price +$2.0M$251M−$42.1M
- Fiserv, Inc.FISV1,338,379 shares · 1.2% of their software · price +$41.0M$240M−$25.6M
- AutodeskADSK863,457 shares · 1.2% of their software · price +$24.2M$238M+$14.3M
- CrowdStrikeCRWD812,013 shares · 1.2% of their software · price −$83.4M$228M+$69.9M
- CadenceCDNS655,726 shares · 0.9% of their software · price −$24.1M$178M+$21.8M
- SynopsysSNPS335,673 shares · 0.9% of their software · price −$29.8M$170M−$25.5M
- Roper Technologies, Inc.ROP306,784 shares · 0.9% of their software · price −$2.2M$170M−$3.5M
- ZscalerZS840,635 shares · 0.7% of their software · price −$17.9M$143M+$30.7M
- Paychex, Inc.PAYX1,028,624 shares · 0.7% of their software · price +$16.1M$138M−$38.8M
- F5, Inc.FFIV626,650 shares · 0.7% of their software · price +$30.1M$138M+$34.9M
- VeriskVRSK491,685 shares · 0.7% of their software · price −$782K$132M+$5.3M
- PalantirPLTR3,446,361 shares · 0.7% of their software · price +$40.9M$128M+$58.0M
- NetApp, Inc.NTAP973,096 shares · 0.6% of their software · price −$5.1M$120M−$8.1M
- FortinetFTNT1,359,248 shares · 0.5% of their software · price +$23.5M$105M−$12.4M
- VeriSign, Inc.VRSN483,886 shares · 0.5% of their software · price +$5.9M$91.9M+$31.1M
- BroadridgeBR373,155 shares · 0.4% of their software · price +$6.7M$80.1M+$21.1M
- Strategy IncMSTR471,595 shares · 0.4% of their software · price −$570M$80.0M+$637M
- GoDaddyGDDY479,777 shares · 0.4% of their software · price +$8.2M$75.2M+$10.2M
- Fair IsaacFICO35,312 shares · 0.4% of their software · price +$16.1M$68.6M−$18.8M
- ShopifySHOP827,481 shares · 0.3% of their software · price +$11.7M$66.1M+$48.7M
- CoStarCSGP860,489 shares · 0.3% of their software · price +$1.1M$64.9M−$2.2M
- WorkdayWDAY238,935 shares · 0.3% of their software · price +$5.0M$58.3M+$10.7M
- Joint Stock Company Kaspi.kzKSPI527,978 shares · 0.3% of their software · price −$12.2M$55.4M+$27.7M
- AkamaiAKAM542,814 shares · 0.3% of their software · price +$5.9M$54.8M+$3.4M
- ZoomZM685,352 shares · 0.2% of their software · price +$7.2M$47.8M−$10.2M
- Corpay, Inc.CPAY145,512 shares · 0.2% of their software · price +$6.7M$45.5MFlat
- Tyler TechnologiesTYL77,112 shares · 0.2% of their software · price +$6.2M$44.9M+$4.5M
- PTCPTC247,448 shares · 0.2% of their software$44.8M+$2.2M
- Gen DigitalGEN1,354,893 shares · 0.2% of their software · price +$3.3M$37.2M−$16.0M
- The Trade DeskTTD332,385 shares · 0.2% of their software · price +$4.0M$36.4M+$1.9M
- SnowflakeSNOW306,950 shares · 0.2% of their software · price −$6.2M$35.3M−$17.5M
- DatadogDDOG305,063 shares · 0.2% of their software · price −$4.5M$35.1M+$4.2M
- Block, Inc.XYZ513,386 shares · 0.2% of their software · price +$1.4M$34.5MFlat
- FactSetFDS70,837 shares · 0.2% of their software · price +$3.7M$32.6M−$7.5M
- TwilioTWLO460,488 shares · 0.2% of their software · price +$3.9M$30.0M+$844K
- VeevaVEEV135,926 shares · 0.1% of their software · price +$3.7M$28.5M−$2.3M
- TrimbleTRMB447,062 shares · 0.1% of their software · price +$2.8M$27.7MFlat
- ProcorePCOR400,125 shares · 0.1% of their software · price −$1.8M$24.7M+$22.4M
- AtlassianTEAM146,826 shares · 0.1% of their software · price −$2.7M$23.4M+$629K
- OpenTextOTEX678,072 shares · 0.1% of their software · price +$2.2M$22.1M+$20.2M
- CloudflareNET257,370 shares · 0.1% of their software$20.7M+$2.4M
- Full Truck Alliance Co. Ltd.YMM2,158,634 shares · 0.1% of their software · price +$2.1M$19.4MFlat
- Grab Holdings LimitedGRAB4,594,099 shares · 0.1% of their software · price +$1.1M$17.5M+$3.3M
- MongoDBMDB64,299 shares · 0.1% of their software · price +$1.3M$17.4M+$3.5M
- PaycomPAYC99,750 shares · 0.1% of their software · price +$2.3M$16.6M−$2.8M
- Lyft, Inc.LYFT1,182,408 shares · 0.1% of their software · price −$1.6M$15.2M+$2.1M
- HubSpotHUBS27,720 shares · 0.1% of their software · price −$1.6M$14.8M+$2.9M
- DynatraceDT242,107 shares · 0.1% of their software · price +$2.1M$12.9M−$2.6M
- StoneCo Ltd.STNE1,142,115 shares · 0.1% of their software · price −$834K$12.9M−$13.7M
- OktaOKTA161,510 shares · 0.1% of their software · price −$3.1M$12.0M+$2.8M
- SS&CSSNC152,710 shares · 0.1% of their software · price +$1.8M$11.3MFlat
- AppLovinAPP80,080 shares · 0.1% of their software · price +$3.8M$10.5M+$3.2M
- Manhattan AssociatesMANH36,318 shares · 0.1% of their software · price +$1.3M$10.2MFlat
- Check PointCHKP46,894 shares · 0.0% of their software · price +$1.3M$9.0M−$2.7M
- DocuSignDOCU136,816 shares · 0.0% of their software · price +$1.2M$8.5M−$5.0M
- QualysQLYS57,054 shares · 0.0% of their software · price −$807K$7.4M+$2.6M
- SAPSAP29,030 shares · 0.0% of their software · price +$795K$6.6M+$4.7M
- DescartesDSGX61,128 shares · 0.0% of their software$6.2M+$5.3M
- UnityU181,361 shares · 0.0% of their software · price +$1.2M$4.2M−$9.5M
- ToastTOST135,977 shares · 0.0% of their software$3.8M−$1.1M
- DuolingoDUOL13,297 shares · 0.0% of their software · price +$975K$3.8MNew · +$2.8M
- Amdocs LimitedDOX42,940 shares · 0.0% of their software$3.8M−$1.4M
- NutanixNTNX61,595 shares · 0.0% of their software$3.6M−$523K
- WixWIX21,830 shares · 0.0% of their software$3.6M+$1.2M
- SentinelOneS137,169 shares · 0.0% of their software$3.3M−$4.8M
- Five9FIVN106,340 shares · 0.0% of their software · price −$1.6M$3.1MFlat
- ZoomInfoZI293,309 shares · 0.0% of their software$3.1M—
- LiveRamp Holdings, Inc.RAMP116,064 shares · 0.0% of their software · price −$715K$2.9M+$704K
- GuidewireGWRE15,004 shares · 0.0% of their software · price +$676K$2.7M−$1.0M
- Remitly Global, Inc.RELY199,761 shares · 0.0% of their software$2.7MFlat
- monday.comMNDY9,581 shares · 0.0% of their software$2.6MFlat
- SamsaraIOT52,413 shares · 0.0% of their software · price +$756K$2.5MFlat
- C3.aiAI102,319 shares · 0.0% of their software$2.5MFlat
- TenableTENB59,060 shares · 0.0% of their software$2.4M+$1.5M
- WorkivaWK29,868 shares · 0.0% of their software$2.4M+$1.1M
- Upbound Group, Inc.UPBD70,980 shares · 0.0% of their software$2.3MFlat
- ACI WorldwideACIW39,978 shares · 0.0% of their software$2.0MFlat
- Bentley SystemsBSY39,816 shares · 0.0% of their software$2.0MFlat
- ProgressPRGS28,728 shares · 0.0% of their software$1.9M+$1.2M
- Rapid7RPD46,677 shares · 0.0% of their software$1.9M+$523K
- RingCentralRNG53,595 shares · 0.0% of their software$1.7M+$651K
- BILLBILL31,963 shares · 0.0% of their software$1.7M−$1.8M
- DoubleVerifyDV97,024 shares · 0.0% of their software$1.6MNew · +$1.9M
- CourseraCOUR205,131 shares · 0.0% of their software$1.6MFlat
- Cellebrite DI Ltd.CLBT95,087 shares · 0.0% of their software$1.6M−$1.7M
- Euronet Worldwide, Inc.EEFT15,561 shares · 0.0% of their software$1.5M−$3.7M
- BoxBOX43,202 shares · 0.0% of their software$1.4M−$909K
- CommvaultCVLT8,677 shares · 0.0% of their software$1.3M−$2.8M
- Alarm.com Holdings, Inc.ALRM23,504 shares · 0.0% of their software$1.3MFlat
- UiPathPATH86,746 shares · 0.0% of their software$1.1M−$2.9M
- NetScout Systems, Inc.NTCT49,218 shares · 0.0% of their software$1.1MFlat
- SPS CommerceSPSC5,441 shares · 0.0% of their software$1.1M−$5.3M
- VaronisVRNS18,343 shares · 0.0% of their software$1.0M−$1.8M
- Global-EGLBE26,669 shares · 0.0% of their software$1.0MFlat
- DropboxDBX38,312 shares · 0.0% of their software$977K−$4.5M
- Bandwidth Inc.BAND54,350 shares · 0.0% of their software$962KFlat
- SoundHound AI, Inc.SOUN191,457 shares · 0.0% of their software$912KFlat
- Thryv Holdings, Inc.THRY45,406 shares · 0.0% of their software$782KFlat
- InterDigital, Inc.IDCC5,482 shares · 0.0% of their software$778KFlat
- MagniteMGNI53,473 shares · 0.0% of their software$755KFlat
- Zeta GlobalZETA23,245 shares · 0.0% of their software$692KSplit
- Q2QTWO8,602 shares · 0.0% of their software$683KFlat
- Calix, Inc.CALX17,507 shares · 0.0% of their software$679KFlat
- Health CatalystHCAT74,260 shares · 0.0% of their software$610KFlat
- PagSeguro Digital Ltd.PAGS63,180 shares · 0.0% of their software$548KFlat
- Grindr Inc.GRND45,037 shares · 0.0% of their software$546KFlat
- Diebold Nixdorf, IncorporatedDBD11,242 shares · 0.0% of their software$502KFlat
- Alight, Inc.ALIT67,753 shares · 0.0% of their software$494KFlat
- TeradataTDC15,659 shares · 0.0% of their software$474K−$639K
- GitLabGTLB9,214 shares · 0.0% of their software$472KFlat
- Clearwater AnalyticsCWAN18,111 shares · 0.0% of their software$457KNew
- BlackLineBL8,238 shares · 0.0% of their software$453KFlat
- ePlus inc.PLUS4,536 shares · 0.0% of their software$448KFlat
- OneSpan Inc.OSPN26,115 shares · 0.0% of their software$427KFlat
- SoundThinking, Inc.SSTI36,896 shares · 0.0% of their software$422KFlat
- Intapp, Inc.INTA8,701 shares · 0.0% of their software$413KFlat
- WaystarWAY14,333 shares · 0.0% of their software$401KNew · Flat
- ElasticESTC4,926 shares · 0.0% of their software$380K−$1.2M
- Ooma, Inc.OOMA32,927 shares · 0.0% of their software$375KFlat
- Repay Holdings CorporationRPAY45,883 shares · 0.0% of their software$373KFlat
- International Money Express, Inc.IMXI19,548 shares · 0.0% of their software$365KFlat
- Clear Secure, Inc.YOU10,485 shares · 0.0% of their software$348K−$1.3M
- NCR Atleos CorporationNATL11,593 shares · 0.0% of their software$330K−$7.4M
- EVERTEC, Inc.EVTC9,514 shares · 0.0% of their software$324KFlat
- DigitalOceanDOCN7,841 shares · 0.0% of their software$316KFlat
- PubMaticPUBM21,060 shares · 0.0% of their software$316KNew · Flat
- MorningstarMORN953 shares · 0.0% of their software$304KFlat
- Agilysys, Inc.AGYS2,692 shares · 0.0% of their software$295KFlat
- PagerDutyPD15,612 shares · 0.0% of their software$290KFlat
- Silvaco Group, Inc.SVCO19,244 shares · 0.0% of their software$284KNew · Flat
- FreshworksFRSH24,702 shares · 0.0% of their software$283KFlat
- WEX Inc.WEX1,295 shares · 0.0% of their software$272K−$4.9M
- BlackbaudBLKB3,198 shares · 0.0% of their software$271KFlat
- Dave Inc.DAVE6,700 shares · 0.0% of their software$267KNew · Flat
- YextYEXT39,473 shares · 0.0% of their software$266KFlat
- DomoDOMO34,953 shares · 0.0% of their software$262K—
- Payoneer Global Inc.PAYO34,300 shares · 0.0% of their software$259KFlat
- BrazeBRZE7,874 shares · 0.0% of their software$256KFlat
- Donnelley Financial Solutions, Inc.DFIN3,861 shares · 0.0% of their software$254K−$956K
- Sprout SocialSPT8,187 shares · 0.0% of their software$238KFlat
- FlywireFLYW14,427 shares · 0.0% of their software$237KFlat
- Sportradar Group AGSRAD18,943 shares · 0.0% of their software$231KFlat
- BackblazeBLZE36,454 shares · 0.0% of their software$231KFlat
- VertexVERX6,041 shares · 0.0% of their software$229KNew · Flat
- PhreesiaPHR9,571 shares · 0.0% of their software$218KFlat
- KlaviyoKVYO5,679 shares · 0.0% of their software$203KNew · Flat
- Sabre CorporationSABR54,231 shares · 0.0% of their software$203KFlat
- FastlyFSLY26,854 shares · 0.0% of their software$202KFlat
- Xperi Inc.XPER21,178 shares · 0.0% of their software$195KFlat
- A10 Networks, Inc.ATEN13,568 shares · 0.0% of their software$194KFlat
- AvePointAVPT15,792 shares · 0.0% of their software$185KFlat
- AmplitudeAMPL18,870 shares · 0.0% of their software$168KNew · Flat
- Adeia Inc.ADEA13,148 shares · 0.0% of their software$155KFlat
- 8x8EGHT75,598 shares · 0.0% of their software$154K—
- AsanaASAN13,102 shares · 0.0% of their software$152KFlat
- CCC Intelligent Solutions Holdings Inc.CCC13,082 shares · 0.0% of their software$145KFlat
- DHI Group, Inc.DHX74,641 shares · 0.0% of their software$130KFlat
- eGain CorporationEGAN24,964 shares · 0.0% of their software$126KFlat
- Ribbon Communications Inc.RBBN38,596 shares · 0.0% of their software$126KFlat
- Expensify, Inc.EXFY63,357 shares · 0.0% of their software$125KFlat
- SprinklrCXM15,150 shares · 0.0% of their software$118KFlat
- Blend Labs, Inc.BLND27,634 shares · 0.0% of their software$103KNew · Flat
- Rackspace Technology, Inc.RXT40,499 shares · 0.0% of their software$99KFlat
- BlackBerry LimitedBB26,523 shares · 0.0% of their software$69KNew · Flat
- PowerFleet, Inc.AIOT11,981 shares · 0.0% of their software$60KNew · Flat
- Cerence Inc.CRNC15,207 shares · 0.0% of their software$47KFlat
- Telos CorporationTLS12,898 shares · 0.0% of their software$45KNew · Flat
- Kaltura, Inc.KLTR31,295 shares · 0.0% of their software$43KFlat
- SmartRent, Inc.SMRT24,235 shares · 0.0% of their software$43KFlat
- Kingsoft Cloud Holdings LimitedKC11,869 shares · 0.0% of their software$35KFlat
- Digital TurbineAPPS10,305 shares · 0.0% of their software$32KFlat