Generalist · London, United Kingdom
HSBC
Q4 2024 · compared with Q3 2024
Filed as Hsbc Holdings PLC
- Software
- $19.6B
- Weight of 13F
- 12.1%
- Names
- 179
- Net bought
- −$56.3M
Filed 14 February 2025 · SEC filing.
Call exposure on these names is $527M across 37 lines. Calls are not in the stock total.
2,621 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
- MicrosoftMSFT23,852,792 shares · 51.5% of their software · price −$210M$10.1B−$913M
- SalesforceCRM3,580,494 shares · 6.1% of their software · price +$217M$1.2B+$44.9M
- AdobeADBE2,045,589 shares · 4.7% of their software · price −$150M$910M+$170M
- ServiceNowNOW774,483 shares · 4.2% of their software · price +$128M$822M+$23.1M
- OracleORCL4,092,434 shares · 3.5% of their software · price −$15.4M$682M+$41.0M
- IntuitINTU775,536 shares · 2.5% of their software · price +$5.8M$488M+$22.1M
- Uber Technologies, Inc.UBER8,034,855 shares · 2.5% of their software · price −$119M$487M+$266M
- Automatic Data Processing, Inc.ADP1,188,657 shares · 1.8% of their software · price +$19.0M$348M−$27.9M
- PalantirPLTR4,029,743 shares · 1.6% of their software · price +$155M$306M+$21.7M
- Palo Alto NetworksPANW1,540,097 shares · 1.4% of their software · price −$246M$280M+$276M
- Fiserv, Inc.FISV1,307,023 shares · 1.4% of their software · price +$33.7M$269M−$5.6M
- CrowdStrikeCRWD779,821 shares · 1.4% of their software · price +$48.1M$268M−$9.0M
- AutodeskADSK868,509 shares · 1.3% of their software · price +$17.4M$257MFlat
- CadenceCDNS673,794 shares · 1.0% of their software · price +$19.8M$203M+$4.9M
- SynopsysSNPS346,036 shares · 0.9% of their software · price −$7.3M$168M+$5.2M
- Roper Technologies, Inc.ROP314,299 shares · 0.8% of their software · price −$11.5M$163M+$4.2M
- WorkdayWDAY550,026 shares · 0.7% of their software · price +$7.5M$142M+$76.0M
- Paychex, Inc.PAYX1,011,435 shares · 0.7% of their software · price +$6.1M$142M−$2.3M
- ZscalerZS781,848 shares · 0.7% of their software · price +$7.4M$142M−$10.0M
- FortinetFTNT1,415,431 shares · 0.7% of their software · price +$24.0M$134M+$4.4M
- NetApp, Inc.NTAP961,849 shares · 0.6% of their software · price −$7.1M$112M−$1.4M
- VeriskVRSK391,483 shares · 0.6% of their software · price +$2.9M$108M−$26.9M
- F5, Inc.FFIV402,541 shares · 0.5% of their software · price +$12.6M$101M−$49.3M
- ZoomZM1,219,432 shares · 0.5% of their software · price +$14.5M$99.5M+$37.2M
- Fair IsaacFICO46,767 shares · 0.5% of their software · price +$2.2M$93.2M+$22.3M
- ShopifySHOP825,693 shares · 0.4% of their software · price +$21.6M$87.9MFlat
- GoDaddyGDDY427,142 shares · 0.4% of their software · price +$17.3M$84.3M−$8.3M
- BroadridgeBR334,079 shares · 0.4% of their software · price +$3.7M$75.5M−$8.4M
- AkamaiAKAM778,208 shares · 0.4% of their software · price −$4.1M$74.5M+$23.8M
- CoStarCSGP895,849 shares · 0.3% of their software · price −$3.4M$64.1M+$2.7M
- SnowflakeSNOW411,577 shares · 0.3% of their software · price +$16.3M$63.6M+$12.0M
- Gen DigitalGEN2,194,930 shares · 0.3% of their software$60.1M+$23.0M
- PTCPTC279,426 shares · 0.3% of their software · price +$897K$51.4M+$5.8M
- Strategy IncMSTR175,369 shares · 0.3% of their software · price +$21.2M$51.1M−$49.9M
- FactSetFDS105,496 shares · 0.3% of their software · price +$2.2M$50.8M+$15.9M
- AppLovinAPP154,590 shares · 0.3% of their software · price +$29.9M$50.1M+$9.7M
- Corpay, Inc.CPAY141,260 shares · 0.2% of their software · price +$3.6M$47.9M−$1.3M
- DatadogDDOG331,596 shares · 0.2% of their software · price +$9.2M$47.5M+$3.1M
- VeriSign, Inc.VRSN229,688 shares · 0.2% of their software · price +$3.9M$47.4M−$48.3M
- Joint Stock Company Kaspi.kzKSPI490,570 shares · 0.2% of their software · price −$5.5M$46.7M−$4.0M
- Tyler TechnologiesTYL80,900 shares · 0.2% of their software · price −$573K$46.6M+$2.2M
- Block, Inc.XYZ520,427 shares · 0.2% of their software · price +$9.3M$44.5MFlat
- The Trade DeskTTD342,081 shares · 0.2% of their software · price +$2.7M$40.3M+$1.1M
- AtlassianTEAM140,896 shares · 0.2% of their software · price +$11.9M$34.3M−$942K
- TrimbleTRMB467,225 shares · 0.2% of their software · price +$4.0M$33.0M+$1.3M
- Grab Holdings LimitedGRAB6,435,978 shares · 0.2% of their software · price +$5.9M$30.4M+$7.0M
- VeevaVEEV130,051 shares · 0.1% of their software$27.3M−$1.2M
- Full Truck Alliance Co. Ltd.YMM2,480,430 shares · 0.1% of their software · price +$4.5M$26.9M+$2.9M
- DocuSignDOCU235,201 shares · 0.1% of their software · price +$6.6M$21.2M+$6.1M
- OpenTextOTEX720,698 shares · 0.1% of their software · price −$3.6M$20.4M+$1.4M
- CloudflareNET185,231 shares · 0.1% of their software · price +$5.0M$20.0M−$5.8M
- DynatraceDT322,031 shares · 0.1% of their software$17.5M+$4.3M
- HubSpotHUBS24,840 shares · 0.1% of their software · price +$4.1M$17.3M−$1.5M
- InterDigital, Inc.IDCC86,106 shares · 0.1% of their software · price +$4.5M$16.8M+$11.4M
- OktaOKTA176,476 shares · 0.1% of their software · price +$787K$13.9M+$1.1M
- PaycomPAYC65,039 shares · 0.1% of their software · price +$2.5M$13.3M−$5.8M
- Lyft, Inc.LYFT952,900 shares · 0.1% of their software$12.5M−$2.9M
- StoneCo Ltd.STNE1,498,316 shares · 0.1% of their software · price −$4.9M$12.0M+$4.0M
- VaronisVRNS260,358 shares · 0.1% of their software · price −$3.1M$11.5M+$13.7M
- Check PointCHKP59,837 shares · 0.1% of their software$11.2M+$2.5M
- MongoDBMDB43,574 shares · 0.1% of their software · price −$1.6M$10.2M−$5.6M
- TwilioTWLO91,781 shares · 0.1% of their software · price +$3.9M$9.9M−$24.0M
- NutanixNTNX149,740 shares · 0.0% of their software$9.2M+$5.2M
- DescartesDSGX75,389 shares · 0.0% of their software · price +$802K$8.6M+$1.5M
- SS&CSSNC112,876 shares · 0.0% of their software$8.6M−$3.0M
- ProgressPRGS103,592 shares · 0.0% of their software$6.7M+$5.0M
- Manhattan AssociatesMANH24,349 shares · 0.0% of their software$6.6M−$3.4M
- WixWIX30,505 shares · 0.0% of their software · price +$1.4M$6.5M+$1.5M
- ACI WorldwideACIW111,340 shares · 0.0% of their software$5.8M+$3.6M
- ToastTOST152,922 shares · 0.0% of their software · price +$1.2M$5.6MFlat
- GuidewireGWRE22,941 shares · 0.0% of their software$3.9M+$1.5M
- Remitly Global, Inc.RELY168,544 shares · 0.0% of their software · price +$1.5M$3.8MFlat
- QualysQLYS26,291 shares · 0.0% of their software$3.7M−$4.0M
- SentinelOneS162,031 shares · 0.0% of their software$3.6M+$595K
- monday.comMNDY14,828 shares · 0.0% of their software · price −$628K$3.5M+$1.5M
- ZoomInfoZI332,703 shares · 0.0% of their software$3.5M—
- UiPathPATH270,571 shares · 0.0% of their software$3.4M+$2.4M
- LiveRamp Holdings, Inc.RAMP110,761 shares · 0.0% of their software · price +$619K$3.4MFlat
- ProcorePCOR40,396 shares · 0.0% of their software · price +$534K$3.0M−$22.2M
- DoubleVerifyDV146,552 shares · 0.0% of their software$2.8M+$834K
- AsanaASAN136,447 shares · 0.0% of their software · price +$1.2M$2.8M+$1.4M
- Five9FIVN67,363 shares · 0.0% of their software · price +$802K$2.8M−$1.1M
- SamsaraIOT61,357 shares · 0.0% of their software$2.7MFlat
- TenableTENB66,943 shares · 0.0% of their software$2.6MFlat
- Bentley SystemsBSY55,623 shares · 0.0% of their software$2.6M+$803K
- CommvaultCVLT16,264 shares · 0.0% of their software$2.5M+$1.2M
- Global-EGLBE45,006 shares · 0.0% of their software · price +$724K$2.4M+$705K
- CourseraCOUR260,809 shares · 0.0% of their software$2.2MFlat
- WorkivaWK19,397 shares · 0.0% of their software · price +$589K$2.1M−$828K
- MorningstarMORN6,266 shares · 0.0% of their software$2.1M+$1.7M
- NICENICE12,381 shares · 0.0% of their software$2.1MNew · +$2.2M
- Rubrik, Inc.RBRK29,100 shares · 0.0% of their software · price +$966K$1.9MNew · +$936K
- RingCentralRNG52,121 shares · 0.0% of their software$1.8MFlat
- Alarm.com Holdings, Inc.ALRM27,447 shares · 0.0% of their software$1.7MFlat
- BoxBOX50,762 shares · 0.0% of their software$1.6MFlat
- ElasticESTC15,982 shares · 0.0% of their software$1.6M+$849K
- A10 Networks, Inc.ATEN77,552 shares · 0.0% of their software$1.4M+$924K
- UnityU59,786 shares · 0.0% of their software$1.4M−$2.8M
- Upbound Group, Inc.UPBD46,054 shares · 0.0% of their software$1.3M−$797K
- Euronet Worldwide, Inc.EEFT12,449 shares · 0.0% of their software$1.3MFlat
- DropboxDBX39,241 shares · 0.0% of their software$1.2MFlat
- Grindr Inc.GRND63,637 shares · 0.0% of their software$1.1MFlat
- Cellebrite DI Ltd.CLBT52,317 shares · 0.0% of their software$1.1M−$720K
- BILLBILL13,131 shares · 0.0% of their software$1.1M−$994K
- MagniteMGNI67,719 shares · 0.0% of their software$1.1MFlat
- FreshworksFRSH65,672 shares · 0.0% of their software$1.1MFlat
- SPS CommerceSPSC5,729 shares · 0.0% of their software$1.1MFlat
- SprinklrCXM118,469 shares · 0.0% of their software$1.0M+$799K
- Payoneer Global Inc.PAYO97,913 shares · 0.0% of their software$986KFlat
- Q2QTWO9,216 shares · 0.0% of their software$929KFlat
- DoximityDOCS16,569 shares · 0.0% of their software$891KNew · +$722K
- Bandwidth Inc.BAND50,025 shares · 0.0% of their software$853KFlat
- Zeta GlobalZETA43,765 shares · 0.0% of their software · price −$518K$767K+$612K
- SoundHound AI, Inc.SOUN36,893 shares · 0.0% of their software · price +$560K$752KSplit
- BrazeBRZE17,844 shares · 0.0% of their software$750KFlat
- DuolingoDUOL2,292 shares · 0.0% of their software$741K−$3.1M
- Calix, Inc.CALX20,200 shares · 0.0% of their software$700KFlat
- Amdocs LimitedDOX7,307 shares · 0.0% of their software$621K−$3.1M
- NetScout Systems, Inc.NTCT27,760 shares · 0.0% of their software$600KFlat
- Simulations PlusSLP21,143 shares · 0.0% of their software$593KNew · +$677K
- Clearwater AnalyticsCWAN21,493 shares · 0.0% of their software$590K—
- AppFolioAPPF2,241 shares · 0.0% of their software$557KNew · +$528K
- SoundThinking, Inc.SSTI41,782 shares · 0.0% of their software$555KFlat
- WEX Inc.WEX3,113 shares · 0.0% of their software$547KFlat
- Rapid7RPD13,623 shares · 0.0% of their software$547K−$1.3M
- PAR Technology CorporationPAR7,386 shares · 0.0% of their software$539KNew · Flat
- C3.aiAI14,883 shares · 0.0% of their software$522K−$2.1M
- Health CatalystHCAT73,787 shares · 0.0% of their software$522KFlat
- Intapp, Inc.INTA7,729 shares · 0.0% of their software$496KFlat
- BlackLineBL8,105 shares · 0.0% of their software$487KFlat
- SAPSAP1,932 shares · 0.0% of their software$479K−$6.2M
- Alight, Inc.ALIT65,057 shares · 0.0% of their software$448KFlat
- Thryv Holdings, Inc.THRY29,250 shares · 0.0% of their software$441KFlat
- GitLabGTLB7,296 shares · 0.0% of their software$411KFlat
- OneSpan Inc.OSPN21,426 shares · 0.0% of their software$400KFlat
- WaystarWAY10,422 shares · 0.0% of their software$384KFlat
- NCR Atleos CorporationNATL11,086 shares · 0.0% of their software$376KFlat
- GigaCloud Technology Inc.GCT19,718 shares · 0.0% of their software$375KNew · Flat
- Sportradar Group AGSRAD21,438 shares · 0.0% of their software$373KFlat
- Ooma, Inc.OOMA24,601 shares · 0.0% of their software$347KFlat
- Agilysys, Inc.AGYS2,621 shares · 0.0% of their software$345KFlat
- PhreesiaPHR13,064 shares · 0.0% of their software$333KFlat
- Repay Holdings CorporationRPAY43,209 shares · 0.0% of their software$332KFlat
- EVERTEC, Inc.EVTC9,377 shares · 0.0% of their software$324KFlat
- Clear Secure, Inc.YOU12,054 shares · 0.0% of their software$323KFlat
- ePlus inc.PLUS4,333 shares · 0.0% of their software$317KFlat
- PubMaticPUBM19,814 shares · 0.0% of their software$294KFlat
- TeradataTDC9,332 shares · 0.0% of their software$291KFlat
- FlywireFLYW14,048 shares · 0.0% of their software$289KFlat
- PagerDutyPD14,685 shares · 0.0% of their software$269KFlat
- AlkamiALKT7,065 shares · 0.0% of their software$257KNew · Flat
- FastlyFSLY26,326 shares · 0.0% of their software$248KFlat
- AvePointAVPT14,983 shares · 0.0% of their software$247KFlat
- Sprout SocialSPT7,609 shares · 0.0% of their software$235KFlat
- Donnelley Financial Solutions, Inc.DFIN3,741 shares · 0.0% of their software$234KFlat
- 8x8EGHT85,321 shares · 0.0% of their software$233K—
- BackblazeBLZE36,320 shares · 0.0% of their software$219KFlat
- Red Violet, Inc.RDVT5,919 shares · 0.0% of their software$215KNew · Flat
- Expensify, Inc.EXFY63,317 shares · 0.0% of their software$214KFlat
- PagSeguro Digital Ltd.PAGS34,022 shares · 0.0% of their software$214KFlat
- Sabre CorporationSABR57,426 shares · 0.0% of their software$209KFlat
- Blend Labs, Inc.BLND48,414 shares · 0.0% of their software$207KFlat
- Cerence Inc.CRNC22,236 shares · 0.0% of their software$180KFlat
- Adeia Inc.ADEA12,656 shares · 0.0% of their software$178KFlat
- Pagaya Technologies Ltd.PGY18,369 shares · 0.0% of their software$172KNew · Flat
- Ribbon Communications Inc.RBBN37,639 shares · 0.0% of their software$157KFlat
- eGain CorporationEGAN24,549 shares · 0.0% of their software$148KFlat
- DHI Group, Inc.DHX74,641 shares · 0.0% of their software$132KFlat
- AmplitudeAMPL12,432 shares · 0.0% of their software$131KFlat
- CCC Intelligent Solutions Holdings Inc.CCC10,833 shares · 0.0% of their software$127KFlat
- YextYEXT19,375 shares · 0.0% of their software$124KFlat
- DomoDOMO15,046 shares · 0.0% of their software$108K—
- Kaltura, Inc.KLTR46,950 shares · 0.0% of their software$103KFlat
- BlackBerry LimitedBB27,116 shares · 0.0% of their software$103KFlat
- Silvaco Group, Inc.SVCO10,922 shares · 0.0% of their software$90KFlat
- Rackspace Technology, Inc.RXT39,889 shares · 0.0% of their software$88KFlat
- PowerFleet, Inc.AIOT10,990 shares · 0.0% of their software$75KFlat
- Telos CorporationTLS12,395 shares · 0.0% of their software$42KFlat
- SmartRent, Inc.SMRT22,228 shares · 0.0% of their software$39KFlat