Generalist · London, United Kingdom
HSBC
Q1 2025 · compared with Q4 2024
Filed as Hsbc Holdings PLC
- Software
- $17.5B
- Weight of 13F
- 11.7%
- Names
- 178
- Net bought
- −$114M
Filed 14 May 2025 · SEC filing.
Call exposure on these names is $543M across 37 lines. Calls are not in the stock total.
2,535 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
- MicrosoftMSFT24,461,859 shares · 52.2% of their software · price −$1.1B$9.1B+$257M
- SalesforceCRM2,841,538 shares · 4.3% of their software · price −$187M$761M−$247M
- ServiceNowNOW878,721 shares · 4.0% of their software · price −$232M$694M+$111M
- AdobeADBE1,508,905 shares · 3.3% of their software · price −$92.3M$578M−$239M
- OracleORCL3,914,012 shares · 3.1% of their software · price −$105M$546M−$29.7M
- IntuitINTU727,417 shares · 2.5% of their software · price −$10.6M$445M−$30.2M
- Uber Technologies, Inc.UBER4,976,294 shares · 2.1% of their software · price +$62.4M$361M−$184M
- PalantirPLTR4,232,254 shares · 2.0% of their software · price +$37.1M$356M+$15.3M
- Automatic Data Processing, Inc.ADP1,152,702 shares · 2.0% of their software · price +$14.8M$351M−$10.5M
- Palo Alto NetworksPANW1,737,057 shares · 1.7% of their software · price −$19.7M$296M+$35.8M
- Fiserv, Inc.FISV1,285,243 shares · 1.6% of their software · price +$19.8M$283M−$4.5M
- ZscalerZS1,399,167 shares · 1.6% of their software · price +$25.2M$274M+$111M
- AutodeskADSK882,287 shares · 1.3% of their software · price −$29.8M$231M+$4.1M
- CrowdStrikeCRWD581,431 shares · 1.2% of their software · price +$6.1M$204M−$67.9M
- Roper Technologies, Inc.ROP304,072 shares · 1.0% of their software · price +$21.2M$179M−$5.3M
- CadenceCDNS639,916 shares · 0.9% of their software · price −$29.5M$162M−$10.2M
- Paychex, Inc.PAYX1,016,679 shares · 0.9% of their software · price +$14.3M$156MFlat
- SynopsysSNPS330,362 shares · 0.8% of their software · price −$18.7M$141M−$7.6M
- FortinetFTNT1,329,506 shares · 0.7% of their software · price +$2.4M$128M−$8.1M
- GoDaddyGDDY670,358 shares · 0.7% of their software · price −$11.6M$121M+$48.0M
- VeriskVRSK393,765 shares · 0.7% of their software · price +$8.7M$117MFlat
- WorkdayWDAY481,525 shares · 0.6% of their software · price −$11.8M$112M−$17.7M
- F5, Inc.FFIV400,909 shares · 0.6% of their software · price +$5.9M$107MFlat
- WEX Inc.WEX638,563 shares · 0.6% of their software · price −$11.7M$99.1M+$111M
- ZoomZM1,330,882 shares · 0.6% of their software · price −$10.4M$98.1M+$9.1M
- NetApp, Inc.NTAP1,007,583 shares · 0.5% of their software · price −$28.5M$88.4M+$5.3M
- BroadridgeBR339,319 shares · 0.5% of their software · price +$5.6M$82.1M+$1.2M
- Gen DigitalGEN2,750,399 shares · 0.4% of their software · price −$2.3M$72.8M+$15.2M
- Strategy IncMSTR247,861 shares · 0.4% of their software$71.7M+$21.0M
- Fair IsaacFICO38,674 shares · 0.4% of their software · price −$5.7M$71.2M−$16.1M
- ShopifySHOP654,887 shares · 0.4% of their software · price −$7.1M$62.3M−$18.2M
- CoStarCSGP760,291 shares · 0.3% of their software · price +$5.8M$60.2M−$9.7M
- AppLovinAPP220,195 shares · 0.3% of their software · price −$13.0M$58.0M+$21.2M
- AkamaiAKAM694,885 shares · 0.3% of their software · price −$10.5M$55.8M−$8.0M
- FactSetFDS109,776 shares · 0.3% of their software · price −$2.8M$49.8M+$2.1M
- Corpay, Inc.CPAY137,988 shares · 0.3% of their software · price +$1.4M$47.9M−$1.1M
- VeevaVEEV198,572 shares · 0.3% of their software · price +$4.2M$45.9M+$14.4M
- VeriSign, Inc.VRSN179,336 shares · 0.3% of their software · price +$8.4M$45.3M−$10.4M
- Joint Stock Company Kaspi.kzKSPI486,161 shares · 0.3% of their software · price −$904K$45.2MFlat
- Tyler TechnologiesTYL76,339 shares · 0.3% of their software$44.2M−$2.6M
- TrimbleTRMB661,009 shares · 0.2% of their software · price −$3.3M$43.3M+$13.7M
- Block, Inc.XYZ761,985 shares · 0.2% of their software · price −$23.4M$41.3M+$20.5M
- DocuSignDOCU496,814 shares · 0.2% of their software · price −$4.2M$40.4M+$23.5M
- PTCPTC255,318 shares · 0.2% of their software · price −$7.4M$39.4M−$4.4M
- Grab Holdings LimitedGRAB6,986,503 shares · 0.2% of their software · price −$1.3M$31.6M+$2.6M
- AtlassianTEAM139,182 shares · 0.2% of their software · price −$4.3M$29.4MFlat
- Full Truck Alliance Co. Ltd.YMM2,278,573 shares · 0.2% of their software · price +$4.4M$29.1M−$2.2M
- DatadogDDOG240,583 shares · 0.1% of their software · price −$10.5M$23.8M−$13.0M
- CloudflareNET189,553 shares · 0.1% of their software · price +$950K$21.2MFlat
- SnowflakeSNOW140,532 shares · 0.1% of their software · price −$1.2M$20.5M−$41.9M
- The Trade DeskTTD355,171 shares · 0.1% of their software · price −$22.3M$19.4M+$1.5M
- OktaOKTA175,354 shares · 0.1% of their software · price +$4.6M$18.4MFlat
- OpenTextOTEX702,348 shares · 0.1% of their software · price −$2.1M$17.7M−$520K
- PaycomPAYC81,007 shares · 0.1% of their software · price +$1.1M$17.7M+$3.3M
- DynatraceDT329,615 shares · 0.1% of their software · price −$2.4M$15.5MFlat
- HubSpotHUBS24,784 shares · 0.1% of their software · price −$3.1M$14.1MFlat
- Check PointCHKP58,698 shares · 0.1% of their software · price +$2.4M$13.3MFlat
- InterDigital, Inc.IDCC60,100 shares · 0.1% of their software · price +$783K$12.3M−$5.0M
- Lyft, Inc.LYFT1,000,519 shares · 0.1% of their software · price −$1.0M$11.7M+$614K
- TwilioTWLO118,991 shares · 0.1% of their software · price −$1.2M$11.6M+$2.9M
- UnityU590,820 shares · 0.1% of their software · price −$1.7M$11.6M+$11.9M
- SS&CSSNC131,025 shares · 0.1% of their software · price +$1.0M$10.9M+$1.4M
- NutanixNTNX144,781 shares · 0.1% of their software · price +$1.2M$10.0MFlat
- SamsaraIOT230,056 shares · 0.0% of their software · price −$1.2M$8.7M+$7.4M
- StoneCo Ltd.STNE810,987 shares · 0.0% of their software · price +$2.0M$8.6M−$5.5M
- DoximityDOCS141,191 shares · 0.0% of their software · price +$655K$8.1M+$6.7M
- MongoDBMDB38,936 shares · 0.0% of their software · price −$2.2M$6.8M−$1.1M
- DescartesDSGX66,631 shares · 0.0% of their software · price −$851K$6.7M−$995K
- WixWIX37,450 shares · 0.0% of their software · price −$1.9M$6.1M+$1.5M
- ToastTOST177,797 shares · 0.0% of their software · price −$583K$5.9M+$907K
- ProgressPRGS111,491 shares · 0.0% of their software · price −$1.5M$5.7M+$515K
- Rubrik, Inc.RBRK87,358 shares · 0.0% of their software$5.3M+$3.8M
- ACI WorldwideACIW93,338 shares · 0.0% of their software$5.1M−$934K
- ElasticESTC53,003 shares · 0.0% of their software · price −$529K$4.7M+$3.7M
- Manhattan AssociatesMANH25,159 shares · 0.0% of their software · price −$2.4M$4.3MFlat
- MorningstarMORN14,042 shares · 0.0% of their software · price −$518K$4.2M+$2.6M
- monday.comMNDY15,316 shares · 0.0% of their software$3.7MFlat
- SentinelOneS199,721 shares · 0.0% of their software · price −$803K$3.5M+$837K
- Clearwater AnalyticsCWAN114,680 shares · 0.0% of their software$3.0M—
- Grindr Inc.GRND147,992 shares · 0.0% of their software$2.7M+$1.5M
- Five9FIVN97,605 shares · 0.0% of their software · price −$1.3M$2.6M+$1.2M
- WaystarWAY70,360 shares · 0.0% of their software$2.6M+$2.2M
- RingCentralRNG101,521 shares · 0.0% of their software · price −$1.0M$2.5M+$1.7M
- TenableTENB71,629 shares · 0.0% of their software$2.5MFlat
- Global-EGLBE68,084 shares · 0.0% of their software · price −$1.3M$2.4M+$1.3M
- NetScout Systems, Inc.NTCT112,956 shares · 0.0% of their software$2.4M+$1.8M
- Bentley SystemsBSY54,949 shares · 0.0% of their software$2.1MFlat
- TeradataTDC89,393 shares · 0.0% of their software · price −$775K$2.0M+$2.5M
- WorkivaWK25,977 shares · 0.0% of their software · price −$873K$2.0M+$721K
- Ibotta, Inc.IBTA46,335 shares · 0.0% of their software · price −$1.1M$1.9MNew · +$3.0M
- QualysQLYS15,496 shares · 0.0% of their software$1.9M−$1.5M
- DropboxDBX71,460 shares · 0.0% of their software$1.9M+$968K
- VaronisVRNS46,491 shares · 0.0% of their software$1.9M−$9.5M
- DoubleVerifyDV138,780 shares · 0.0% of their software · price −$810K$1.8MFlat
- Remitly Global, Inc.RELY89,045 shares · 0.0% of their software$1.8M−$1.8M
- PaylocityPCTY9,705 shares · 0.0% of their software$1.8MNew · +$1.9M
- CourseraCOUR264,208 shares · 0.0% of their software$1.8MFlat
- NICENICE11,511 shares · 0.0% of their software$1.8MFlat
- Alight, Inc.ALIT294,696 shares · 0.0% of their software$1.7M+$1.6M
- GuidewireGWRE9,094 shares · 0.0% of their software$1.7M−$2.3M
- Alarm.com Holdings, Inc.ALRM30,499 shares · 0.0% of their software$1.7MFlat
- BILLBILL36,304 shares · 0.0% of their software · price −$1.4M$1.7M+$2.0M
- Clear Secure, Inc.YOU63,205 shares · 0.0% of their software$1.6M+$1.4M
- LiveRamp Holdings, Inc.RAMP59,686 shares · 0.0% of their software$1.6M−$1.6M
- A10 Networks, Inc.ATEN71,958 shares · 0.0% of their software$1.2MFlat
- Rapid7RPD43,840 shares · 0.0% of their software · price −$601K$1.1M+$1.2M
- PegasystemsPEGA15,572 shares · 0.0% of their software$1.1MNew · +$1.5M
- DuolingoDUOL3,186 shares · 0.0% of their software$995KFlat
- UiPathPATH92,109 shares · 0.0% of their software$939K−$2.3M
- CCC Intelligent Solutions Holdings Inc.CCC103,943 shares · 0.0% of their software$932K+$1.1M
- Q2QTWO10,669 shares · 0.0% of their software$845KFlat
- GitLabGTLB16,863 shares · 0.0% of their software$780K+$539K
- SPS CommerceSPSC5,588 shares · 0.0% of their software$737KFlat
- SoundThinking, Inc.SSTI41,756 shares · 0.0% of their software$718KFlat
- Bandwidth Inc.BAND54,296 shares · 0.0% of their software$713KFlat
- Zeta GlobalZETA48,591 shares · 0.0% of their software$656KFlat
- SoundHound AI, Inc.SOUN80,059 shares · 0.0% of their software · price −$938K$652K+$856K
- NCR Atleos CorporationNATL25,011 shares · 0.0% of their software$651KFlat
- CommvaultCVLT3,967 shares · 0.0% of their software$625K−$1.9M
- Thryv Holdings, Inc.THRY46,575 shares · 0.0% of their software$597KFlat
- C3.aiAI27,201 shares · 0.0% of their software$576KFlat
- BoxBOX17,542 shares · 0.0% of their software$541K−$1.0M
- Health CatalystHCAT120,367 shares · 0.0% of their software$537KFlat
- AppianAPPN18,715 shares · 0.0% of their software$533KNew · +$617K
- Sportradar Group AGSRAD24,640 shares · 0.0% of their software$531KFlat
- EVERTEC, Inc.EVTC12,707 shares · 0.0% of their software$465KFlat
- Intapp, Inc.INTA8,001 shares · 0.0% of their software$465KFlat
- Amdocs LimitedDOX4,577 shares · 0.0% of their software$415KFlat
- BrazeBRZE11,254 shares · 0.0% of their software$409KFlat
- BlackLineBL8,410 shares · 0.0% of their software$405KFlat
- PubMaticPUBM40,571 shares · 0.0% of their software$371KFlat
- Calix, Inc.CALX10,460 shares · 0.0% of their software$366KFlat
- SAPSAP1,342 shares · 0.0% of their software$360KFlat
- PhreesiaPHR14,241 shares · 0.0% of their software$356KFlat
- PagerDutyPD18,928 shares · 0.0% of their software$346KFlat
- Upbound Group, Inc.UPBD14,337 shares · 0.0% of their software$342K−$925K
- BackblazeBLZE70,955 shares · 0.0% of their software$341KFlat
- FreshworksFRSH23,989 shares · 0.0% of their software$334K−$674K
- SailPointSAIL17,682 shares · 0.0% of their software$332KNew · Flat
- Ooma, Inc.OOMA23,669 shares · 0.0% of their software$307KFlat
- GigaCloud Technology Inc.GCT18,028 shares · 0.0% of their software$261KFlat
- AsanaASAN17,972 shares · 0.0% of their software$259K−$2.4M
- ProcorePCOR3,911 shares · 0.0% of their software$259K−$2.7M
- MagniteMGNI22,673 shares · 0.0% of their software$257K−$717K
- Simulations PlusSLP10,109 shares · 0.0% of their software$244KFlat
- PagSeguro Digital Ltd.PAGS31,676 shares · 0.0% of their software$242KFlat
- Payoneer Global Inc.PAYO31,440 shares · 0.0% of their software$228K−$667K
- Euronet Worldwide, Inc.EEFT2,085 shares · 0.0% of their software$223K−$1.1M
- DomoDOMO29,051 shares · 0.0% of their software$223K—
- Blend Labs, Inc.BLND65,104 shares · 0.0% of their software$219KFlat
- ePlus inc.PLUS3,541 shares · 0.0% of their software$217KFlat
- Red Violet, Inc.RDVT5,786 shares · 0.0% of their software$216KFlat
- AvePointAVPT14,942 shares · 0.0% of their software$213KFlat
- Repay Holdings CorporationRPAY36,293 shares · 0.0% of their software$199KFlat
- Kingsoft Cloud Holdings LimitedKC12,351 shares · 0.0% of their software$176KNew · Flat
- FastlyFSLY27,938 shares · 0.0% of their software$175KFlat
- Sabre CorporationSABR61,063 shares · 0.0% of their software$172KFlat
- Expensify, Inc.EXFY55,492 shares · 0.0% of their software$170KFlat
- 8x8EGHT85,536 shares · 0.0% of their software$168KFlat
- Adeia Inc.ADEA12,573 shares · 0.0% of their software$165KFlat
- Pagaya Technologies Ltd.PGY15,378 shares · 0.0% of their software$160KFlat
- FlywireFLYW14,010 shares · 0.0% of their software$134KFlat
- Ribbon Communications Inc.RBBN34,106 shares · 0.0% of their software$133KFlat
- Cerence Inc.CRNC17,198 shares · 0.0% of their software$133KFlat
- AmplitudeAMPL12,063 shares · 0.0% of their software$124KFlat
- eGain CorporationEGAN24,536 shares · 0.0% of their software$120KFlat
- BlackBerry LimitedBB31,641 shares · 0.0% of their software$119KFlat
- SprinklrCXM13,480 shares · 0.0% of their software$113K−$887K
- ZoomInfoZI10,203 shares · 0.0% of their software$102K—
- Agora, Inc.API25,065 shares · 0.0% of their software$100KNew · Flat
- DHI Group, Inc.DHX64,559 shares · 0.0% of their software$91KFlat
- Kaltura, Inc.KLTR46,876 shares · 0.0% of their software$90KFlat
- YextYEXT13,686 shares · 0.0% of their software$85KFlat
- Rackspace Technology, Inc.RXT39,838 shares · 0.0% of their software$68KFlat
- PowerFleet, Inc.AIOT11,562 shares · 0.0% of their software$63KFlat
- Definitive HealthcareDH17,997 shares · 0.0% of their software$52KNew · Flat
- Digital TurbineAPPS19,212 shares · 0.0% of their software$51KNew · Flat
- SmartRent, Inc.SMRT21,067 shares · 0.0% of their software$25KFlat