Generalist · London, United Kingdom
HSBC
Q2 2025 · compared with Q1 2025
Filed as Hsbc Holdings PLC
- Software
- $18.4B
- Weight of 13F
- 11.9%
- Names
- 184
- Net bought
- −$2.8B
Filed 13 August 2025 · SEC filing.
Call exposure on these names is $603M across 34 lines. Calls are not in the stock total.
2,512 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
- MicrosoftMSFT18,584,387 shares · 50.2% of their software · price +$2.3B$9.2B−$2.2B
- SalesforceCRM3,316,895 shares · 4.9% of their software · price +$14.4M$904M+$128M
- OracleORCL3,791,835 shares · 4.5% of their software · price +$299M$829M−$17.1M
- PalantirPLTR5,435,956 shares · 4.0% of their software · price +$282M$742M+$102M
- ServiceNowNOW589,920 shares · 3.3% of their software · price +$137M$606M−$230M
- AdobeADBE1,541,138 shares · 3.2% of their software · price +$5.2M$596M+$12.4M
- IntuitINTU640,707 shares · 2.7% of their software · price +$111M$505M−$53.2M
- Uber Technologies, Inc.UBER4,474,315 shares · 2.3% of their software · price +$91.5M$417M−$36.6M
- Automatic Data Processing, Inc.ADP1,181,359 shares · 2.0% of their software · price +$3.4M$364M+$8.8M
- Palo Alto NetworksPANW1,596,260 shares · 1.8% of their software · price +$54.3M$326M−$24.0M
- AutodeskADSK892,605 shares · 1.5% of their software · price +$42.6M$276M+$2.7M
- CrowdStrikeCRWD519,963 shares · 1.4% of their software · price +$81.5M$265M−$21.7M
- Fiserv, Inc.FISV1,202,711 shares · 1.1% of their software · price −$58.2M$207M−$18.2M
- CadenceCDNS591,311 shares · 1.0% of their software · price +$31.8M$182M−$12.4M
- SynopsysSNPS326,650 shares · 0.9% of their software · price +$27.4M$167M−$1.6M
- Roper Technologies, Inc.ROP280,129 shares · 0.9% of their software · price −$6.4M$159M−$14.1M
- GoDaddyGDDY804,878 shares · 0.8% of their software$145M+$24.2M
- FortinetFTNT1,256,474 shares · 0.7% of their software · price +$11.9M$133M−$7.0M
- Strategy IncMSTR308,556 shares · 0.7% of their software · price +$35.8M$125M+$17.5M
- Paychex, Inc.PAYX799,890 shares · 0.6% of their software · price −$7.1M$116M−$33.4M
- VeriskVRSK372,938 shares · 0.6% of their software · price +$5.2M$116M−$6.2M
- F5, Inc.FFIV368,659 shares · 0.6% of their software · price +$10.3M$109M−$8.6M
- WorkdayWDAY451,599 shares · 0.6% of their software · price +$2.9M$108M−$7.0M
- ShopifySHOP774,951 shares · 0.5% of their software · price +$15.4M$89.5M+$11.5M
- NetApp, Inc.NTAP780,513 shares · 0.5% of their software · price +$14.6M$83.1M−$19.9M
- Fair IsaacFICO45,221 shares · 0.4% of their software · price −$733K$82.5M+$12.1M
- BroadridgeBR325,092 shares · 0.4% of their software$78.9M−$3.4M
- VeevaVEEV261,175 shares · 0.4% of their software · price +$14.7M$74.9M+$14.5M
- PTCPTC434,777 shares · 0.4% of their software · price +$7.6M$74.9M+$27.8M
- AppLovinAPP203,955 shares · 0.4% of their software · price +$17.4M$70.9M−$4.3M
- TrimbleTRMB901,504 shares · 0.4% of their software · price +$9.3M$68.5M+$15.8M
- Gen DigitalGEN2,209,203 shares · 0.4% of their software · price +$6.3M$64.9M−$14.4M
- CoStarCSGP708,388 shares · 0.3% of their software · price +$829K$56.9M−$4.1M
- VeriSign, Inc.VRSN188,573 shares · 0.3% of their software · price +$6.6M$54.5M+$2.3M
- FactSetFDS110,783 shares · 0.3% of their software · price −$815K$49.5MFlat
- AkamaiAKAM619,447 shares · 0.3% of their software$49.4M−$6.1M
- ZoomZM605,218 shares · 0.3% of their software · price +$2.5M$47.1M−$53.5M
- Corpay, Inc.CPAY132,542 shares · 0.2% of their software · price −$2.2M$43.9M−$1.9M
- DocuSignDOCU555,969 shares · 0.2% of their software · price −$2.0M$43.3M+$4.8M
- Tyler TechnologiesTYL68,981 shares · 0.2% of their software · price +$790K$40.8M−$4.3M
- Grab Holdings LimitedGRAB7,935,800 shares · 0.2% of their software · price +$4.0M$39.9M+$4.3M
- Joint Stock Company Kaspi.kzKSPI462,229 shares · 0.2% of their software · price −$3.7M$39.2M−$2.2M
- SnowflakeSNOW159,380 shares · 0.2% of their software · price +$12.4M$35.6M+$2.8M
- DatadogDDOG253,620 shares · 0.2% of their software · price +$8.9M$34.0M+$1.3M
- CloudflareNET170,931 shares · 0.2% of their software · price +$14.2M$33.5M−$2.1M
- AtlassianTEAM143,248 shares · 0.2% of their software · price −$1.3M$29.1M+$863K
- Block, Inc.XYZ424,889 shares · 0.2% of their software · price +$5.8M$28.9M−$18.3M
- The Trade DeskTTD333,173 shares · 0.1% of their software · price +$5.8M$24.0M−$1.2M
- UnityU928,465 shares · 0.1% of their software · price +$4.3M$22.3M+$6.6M
- ZscalerZS66,530 shares · 0.1% of their software · price +$7.7M$20.8M−$264M
- Manhattan AssociatesMANH102,337 shares · 0.1% of their software · price +$2.5M$20.0M+$13.4M
- DynatraceDT361,213 shares · 0.1% of their software · price +$2.9M$19.9M+$1.5M
- OktaOKTA195,858 shares · 0.1% of their software · price −$1.0M$19.5M+$2.2M
- TwilioTWLO150,106 shares · 0.1% of their software · price +$4.0M$18.6M+$3.0M
- PaycomPAYC78,663 shares · 0.1% of their software · price +$1.0M$18.1M−$512K
- Lyft, Inc.LYFT1,038,016 shares · 0.1% of their software · price +$4.0M$16.4MFlat
- HubSpotHUBS28,760 shares · 0.1% of their software$16.0M+$2.3M
- Check PointCHKP67,032 shares · 0.1% of their software$14.8M+$1.9M
- SS&CSSNC172,489 shares · 0.1% of their software$14.3M+$3.5M
- WaystarWAY308,312 shares · 0.1% of their software · price +$1.1M$12.5M+$8.9M
- ElasticESTC137,144 shares · 0.1% of their software · price −$654K$11.5M+$7.5M
- PaylocityPCTY58,110 shares · 0.1% of their software$10.4M+$9.1M
- OpenTextOTEX346,232 shares · 0.1% of their software · price +$1.4M$10.1M−$9.0M
- ToastTOST208,063 shares · 0.1% of their software · price +$2.3M$9.2M+$1.0M
- NutanixNTNX120,386 shares · 0.0% of their software · price +$798K$9.2M−$1.7M
- MongoDBMDB34,469 shares · 0.0% of their software · price +$1.2M$7.2M−$784K
- Remitly Global, Inc.RELY342,653 shares · 0.0% of their software · price −$696K$6.4M+$5.3M
- ProgressPRGS99,240 shares · 0.0% of their software · price +$1.2M$6.3M−$631K
- BoxBOX184,812 shares · 0.0% of their software · price +$612K$6.3M+$5.2M
- DoximityDOCS102,362 shares · 0.0% of their software$6.2M−$2.3M
- DescartesDSGX58,383 shares · 0.0% of their software$5.9M−$832K
- WixWIX34,821 shares · 0.0% of their software$5.6MFlat
- monday.comMNDY17,460 shares · 0.0% of their software · price +$1.2M$5.5M+$521K
- Clearwater AnalyticsCWAN229,226 shares · 0.0% of their software$5.0M—
- ACI WorldwideACIW106,847 shares · 0.0% of their software · price −$940K$4.9M+$739K
- Full Truck Alliance Co. Ltd.YMM370,665 shares · 0.0% of their software$4.4M−$24.4M
- Life360, Inc.LIF63,214 shares · 0.0% of their software · price +$1.7M$4.1MNew · +$2.4M
- SentinelOneS213,319 shares · 0.0% of their software$3.9MFlat
- Bentley SystemsBSY71,473 shares · 0.0% of their software · price +$1.0M$3.9M+$650K
- SamsaraIOT96,800 shares · 0.0% of their software$3.8M−$5.1M
- Ibotta, Inc.IBTA96,549 shares · 0.0% of their software · price −$541K$3.5M+$2.1M
- SPS CommerceSPSC25,480 shares · 0.0% of their software$3.4M+$2.6M
- DropboxDBX115,383 shares · 0.0% of their software$3.3M+$1.2M
- Alarm.com Holdings, Inc.ALRM56,471 shares · 0.0% of their software$3.2M+$1.4M
- NetScout Systems, Inc.NTCT113,771 shares · 0.0% of their software$2.8MFlat
- TenableTENB79,590 shares · 0.0% of their software$2.7MFlat
- QualysQLYS18,757 shares · 0.0% of their software$2.7MFlat
- Five9FIVN98,629 shares · 0.0% of their software$2.6MFlat
- RingCentralRNG90,175 shares · 0.0% of their software$2.5MFlat
- Calix, Inc.CALX46,883 shares · 0.0% of their software · price +$832K$2.5M+$1.3M
- VaronisVRNS47,480 shares · 0.0% of their software$2.4MFlat
- CourseraCOUR260,768 shares · 0.0% of their software · price +$548K$2.3MFlat
- CommvaultCVLT12,630 shares · 0.0% of their software$2.2M+$1.4M
- Sportradar Group AGSRAD73,912 shares · 0.0% of their software$2.1M+$1.1M
- AmplitudeAMPL163,615 shares · 0.0% of their software$2.0M+$1.5M
- LiveRamp Holdings, Inc.RAMP60,739 shares · 0.0% of their software$2.0MFlat
- GitLabGTLB43,763 shares · 0.0% of their software$2.0M+$1.3M
- WorkivaWK28,541 shares · 0.0% of their software$1.9MFlat
- MorningstarMORN6,140 shares · 0.0% of their software$1.9M−$2.4M
- Grindr Inc.GRND83,870 shares · 0.0% of their software$1.9M−$1.1M
- DuolingoDUOL4,238 shares · 0.0% of their software$1.8MFlat
- NICENICE9,594 shares · 0.0% of their software$1.6MFlat
- StoneCo Ltd.STNE99,281 shares · 0.0% of their software · price +$552K$1.6M−$7.5M
- TeradataTDC61,008 shares · 0.0% of their software$1.4M−$638K
- Zeta GlobalZETA86,491 shares · 0.0% of their software$1.3M+$514K
- Alight, Inc.ALIT236,425 shares · 0.0% of their software$1.3MFlat
- KlaviyoKVYO39,920 shares · 0.0% of their software$1.3MNew · +$1.2M
- Amdocs LimitedDOX13,528 shares · 0.0% of their software$1.2M+$819K
- GuidewireGWRE4,760 shares · 0.0% of their software$1.1M−$812K
- SchrödingerSDGR50,330 shares · 0.0% of their software$1.0MNew · +$994K
- DoubleVerifyDV67,317 shares · 0.0% of their software$1.0M−$955K
- A10 Networks, Inc.ATEN50,523 shares · 0.0% of their software$974KFlat
- DigitalOceanDOCN32,843 shares · 0.0% of their software$921KNew · +$1.1M
- Rapid7RPD39,704 shares · 0.0% of their software$906KFlat
- SoundHound AI, Inc.SOUN83,371 shares · 0.0% of their software$888KFlat
- WEX Inc.WEX5,780 shares · 0.0% of their software$845K−$99.4M
- Bandwidth Inc.BAND49,626 shares · 0.0% of their software$786KFlat
- InterDigital, Inc.IDCC3,409 shares · 0.0% of their software$771K−$11.7M
- BrazeBRZE27,660 shares · 0.0% of their software$757K+$592K
- Q2QTWO7,844 shares · 0.0% of their software$731KFlat
- Sprout SocialSPT35,636 shares · 0.0% of their software$730KNew · +$784K
- AsanaASAN51,876 shares · 0.0% of their software$694KFlat
- SAPSAP2,209 shares · 0.0% of their software$670KFlat
- Pagaya Technologies Ltd.PGY29,376 shares · 0.0% of their software$635KFlat
- Thryv Holdings, Inc.THRY52,828 shares · 0.0% of their software$625KFlat
- Clear Secure, Inc.YOU21,595 shares · 0.0% of their software$598K−$1.1M
- PubMaticPUBM46,637 shares · 0.0% of their software$596KFlat
- PhreesiaPHR19,711 shares · 0.0% of their software$556KFlat
- DomoDOMO39,756 shares · 0.0% of their software$555K—
- SoundThinking, Inc.SSTI42,029 shares · 0.0% of their software$549KFlat
- BackblazeBLZE99,472 shares · 0.0% of their software$549KFlat
- EVERTEC, Inc.EVTC14,866 shares · 0.0% of their software$535KFlat
- Kingsoft Cloud Holdings LimitedKC40,706 shares · 0.0% of their software$506KFlat
- Ooma, Inc.OOMA37,288 shares · 0.0% of their software$479KFlat
- MagniteMGNI18,040 shares · 0.0% of their software$437KFlat
- PagSeguro Digital Ltd.PAGS44,955 shares · 0.0% of their software$433KFlat
- BlackLineBL6,792 shares · 0.0% of their software$384KFlat
- Intapp, Inc.INTA7,253 shares · 0.0% of their software$371KFlat
- C3.aiAI14,711 shares · 0.0% of their software$364KFlat
- PAR Technology CorporationPAR5,171 shares · 0.0% of their software$356KNew · Flat
- Blend Labs, Inc.BLND105,238 shares · 0.0% of their software$347KFlat
- Repay Holdings CorporationRPAY71,685 shares · 0.0% of their software$346KFlat
- GigaCloud Technology Inc.GCT17,556 shares · 0.0% of their software$340KFlat
- JFrogFROG7,005 shares · 0.0% of their software$308KNew · Flat
- Health CatalystHCAT80,263 shares · 0.0% of their software$305KFlat
- NCR Atleos CorporationNATL10,485 shares · 0.0% of their software$303KFlat
- ZoomInfoZI29,904 shares · 0.0% of their software$303K—
- ProcorePCOR4,417 shares · 0.0% of their software$302KFlat
- SemrushSEMR33,284 shares · 0.0% of their software$299KNew
- FreshworksFRSH19,847 shares · 0.0% of their software$295KFlat
- Agilysys, Inc.AGYS2,515 shares · 0.0% of their software$294KNew · Flat
- Red Violet, Inc.RDVT5,839 shares · 0.0% of their software$291KFlat
- Dave Inc.DAVE941 shares · 0.0% of their software$260KNew · Flat
- AvePointAVPT12,920 shares · 0.0% of their software$250KFlat
- Upbound Group, Inc.UPBD9,689 shares · 0.0% of their software$244KFlat
- FastlyFSLY34,767 shares · 0.0% of their software$242KFlat
- Global-EGLBE7,199 shares · 0.0% of their software$237K−$2.2M
- ePlus inc.PLUS3,277 shares · 0.0% of their software$237KFlat
- Cerence Inc.CRNC22,269 shares · 0.0% of their software$231KFlat
- SailPointSAIL9,512 shares · 0.0% of their software$220KFlat
- Donnelley Financial Solutions, Inc.DFIN3,480 shares · 0.0% of their software$214KNew · Flat
- PagerDutyPD13,580 shares · 0.0% of their software$207KFlat
- LightspeedLSPD16,372 shares · 0.0% of their software$192KNew · Flat
- DHI Group, Inc.DHX64,559 shares · 0.0% of their software$187KFlat
- UiPathPATH14,487 shares · 0.0% of their software$185K−$800K
- Payoneer Global Inc.PAYO27,105 shares · 0.0% of their software$185KFlat
- 8x8EGHT83,078 shares · 0.0% of their software$159K—
- Telos CorporationTLS49,436 shares · 0.0% of their software$157KNew · Flat
- eGain CorporationEGAN24,286 shares · 0.0% of their software$157KFlat
- NextNav Inc.NN10,308 shares · 0.0% of their software$157KNew · Flat
- Expensify, Inc.EXFY61,180 shares · 0.0% of their software$156KFlat
- Adeia Inc.ADEA10,573 shares · 0.0% of their software$150KFlat
- CCC Intelligent Solutions Holdings Inc.CCC15,713 shares · 0.0% of their software$148K−$797K
- Sabre CorporationSABR46,705 shares · 0.0% of their software$147KFlat
- Ribbon Communications Inc.RBBN32,599 shares · 0.0% of their software$131KFlat
- FlywireFLYW11,414 shares · 0.0% of their software$130KFlat
- Digital TurbineAPPS17,565 shares · 0.0% of their software$106KFlat
- BlackBerry LimitedBB21,821 shares · 0.0% of their software$100KFlat
- YextYEXT11,225 shares · 0.0% of their software$96KFlat
- Tuya Inc.TUYA40,453 shares · 0.0% of their software$94KNew · Flat
- SprinklrCXM10,721 shares · 0.0% of their software$90KFlat
- Kaltura, Inc.KLTR43,524 shares · 0.0% of their software$85KFlat
- PowerFleet, Inc.AIOT11,992 shares · 0.0% of their software$52KFlat
- Rackspace Technology, Inc.RXT40,095 shares · 0.0% of their software$52KFlat