Generalist · London, United Kingdom
HSBC
Q3 2025 · compared with Q2 2025
Filed as Hsbc Holdings PLC
- Software
- $21.2B
- Weight of 13F
- 12.6%
- Names
- 172
- Net bought
- +$2.2B
Filed 13 November 2025 · SEC filing.
Call exposure on these names is $456M across 37 lines. Calls are not in the stock total.
2,189 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
- MicrosoftMSFT21,688,386 shares · 52.9% of their software · price +$445M$11.2B+$1.5B
- OracleORCL5,061,762 shares · 6.7% of their software · price +$317M$1.4B+$278M
- PalantirPLTR4,847,885 shares · 4.2% of their software · price +$223M$881M−$80.2M
- SalesforceCRM3,450,214 shares · 3.9% of their software · price −$123M$818M+$36.4M
- ServiceNowNOW655,595 shares · 2.8% of their software · price −$70.7M$603M+$67.5M
- AdobeADBE1,604,130 shares · 2.7% of their software · price −$54.7M$566M+$24.4M
- IntuitINTU664,356 shares · 2.1% of their software · price −$69.6M$454M+$18.6M
- Uber Technologies, Inc.UBER3,929,751 shares · 1.8% of their software · price +$18.4M$384M−$50.8M
- AppLovinAPP422,474 shares · 1.4% of their software · price +$156M$303M+$76.5M
- Automatic Data Processing, Inc.ADP1,011,693 shares · 1.4% of their software · price −$15.1M$296M−$52.3M
- AutodeskADSK918,050 shares · 1.4% of their software · price +$7.4M$292M+$7.9M
- Palo Alto NetworksPANW1,390,603 shares · 1.3% of their software · price −$1.4M$283M−$42.1M
- CrowdStrikeCRWD515,940 shares · 1.2% of their software · price −$9.8M$252MFlat
- CadenceCDNS561,653 shares · 0.9% of their software · price +$24.2M$197M−$9.1M
- SynopsysSNPS361,053 shares · 0.8% of their software · price −$7.0M$178M+$17.6M
- FortinetFTNT2,088,538 shares · 0.8% of their software · price −$45.2M$175M+$88.0M
- TrimbleTRMB2,128,804 shares · 0.8% of their software · price +$12.1M$174M+$93.3M
- Roper Technologies, Inc.ROP315,547 shares · 0.7% of their software · price −$21.5M$157M+$20.1M
- F5, Inc.FFIV466,216 shares · 0.7% of their software · price +$13.5M$151M+$28.7M
- WorkdayWDAY614,044 shares · 0.7% of their software$148M+$39.0M
- Fiserv, Inc.FISV1,101,970 shares · 0.7% of their software · price −$47.9M$142M−$17.4M
- ShopifySHOP796,653 shares · 0.6% of their software · price +$26.5M$118M+$2.5M
- GoDaddyGDDY795,150 shares · 0.5% of their software · price −$34.4M$109M−$1.8M
- VeriskVRSK394,008 shares · 0.5% of their software · price −$23.6M$99.2M+$6.6M
- Paychex, Inc.PAYX757,755 shares · 0.5% of their software · price −$14.2M$95.8M−$6.1M
- DatadogDDOG602,897 shares · 0.4% of their software · price +$4.9M$85.5M+$46.9M
- Strategy IncMSTR264,217 shares · 0.4% of their software · price −$21.7M$84.6M−$17.9M
- Block, Inc.XYZ1,081,378 shares · 0.4% of their software · price +$4.7M$78.0M+$44.6M
- NetApp, Inc.NTAP635,014 shares · 0.4% of their software · price +$7.6M$75.1M−$15.5M
- PTCPTC345,072 shares · 0.3% of their software · price +$10.6M$70.0M−$15.5M
- FactSetFDS229,300 shares · 0.3% of their software · price −$36.9M$65.6M+$53.0M
- BroadridgeBR267,130 shares · 0.3% of their software · price −$1.3M$63.6M−$14.1M
- Fair IsaacFICO41,972 shares · 0.3% of their software · price −$13.9M$63.0M−$5.9M
- CloudflareNET294,848 shares · 0.3% of their software · price +$5.5M$63.0M+$24.3M
- VeriSign, Inc.VRSN216,592 shares · 0.3% of their software · price −$2.0M$60.5M+$8.1M
- CoStarCSGP717,320 shares · 0.3% of their software · price +$2.8M$60.4M+$718K
- SnowflakeSNOW210,973 shares · 0.2% of their software$47.5M+$11.5M
- VeevaVEEV158,919 shares · 0.2% of their software · price +$1.6M$47.2M−$29.4M
- Grab Holdings LimitedGRAB7,527,289 shares · 0.2% of their software · price +$7.5M$45.3M−$2.1M
- DocuSignDOCU607,056 shares · 0.2% of their software · price −$3.5M$43.9M+$4.0M
- The Trade DeskTTD883,866 shares · 0.2% of their software · price −$20.3M$43.2M+$39.6M
- Joint Stock Company Kaspi.kzKSPI497,313 shares · 0.2% of their software · price −$1.6M$40.6M+$3.0M
- ZoomZM449,996 shares · 0.2% of their software · price +$2.0M$37.1M−$12.1M
- Corpay, Inc.CPAY126,169 shares · 0.2% of their software · price −$5.5M$36.3M−$2.1M
- Tyler TechnologiesTYL66,042 shares · 0.2% of their software · price −$4.6M$34.5M−$1.7M
- Full Truck Alliance Co. Ltd.YMM2,337,507 shares · 0.1% of their software · price +$2.7M$30.3M+$23.2M
- Gen DigitalGEN1,031,905 shares · 0.1% of their software · price −$1.0M$29.3M−$34.6M
- AkamaiAKAM381,658 shares · 0.1% of their software · price −$1.5M$28.9M−$19.0M
- AtlassianTEAM139,965 shares · 0.1% of their software · price −$6.1M$22.3M−$667K
- ZscalerZS74,316 shares · 0.1% of their software · price −$1.1M$22.1M+$2.4M
- OpenTextOTEX588,482 shares · 0.1% of their software · price +$4.8M$22.0M+$7.1M
- Ibotta, Inc.IBTA767,956 shares · 0.1% of their software · price −$6.7M$21.4M+$24.6M
- OktaOKTA219,584 shares · 0.1% of their software · price −$1.8M$20.0M+$2.4M
- ElasticESTC205,018 shares · 0.1% of their software$17.0M+$5.7M
- Manhattan AssociatesMANH80,261 shares · 0.1% of their software · price +$603K$16.5M−$4.4M
- PaycomPAYC78,166 shares · 0.1% of their software · price −$1.8M$16.3MFlat
- AvePointAVPT1,061,722 shares · 0.1% of their software · price −$4.6M$16.1M+$20.3M
- TwilioTWLO153,017 shares · 0.1% of their software · price −$3.7M$15.4MFlat
- UnityU368,774 shares · 0.1% of their software · price +$5.8M$14.8M−$13.5M
- HubSpotHUBS31,520 shares · 0.1% of their software · price −$2.8M$14.7M+$1.5M
- Lyft, Inc.LYFT604,340 shares · 0.1% of their software · price +$3.8M$13.2M−$6.8M
- SS&CSSNC148,646 shares · 0.1% of their software · price +$886K$13.2M−$2.0M
- MongoDBMDB36,380 shares · 0.1% of their software · price +$3.7M$11.3MFlat
- DynatraceDT217,130 shares · 0.0% of their software · price −$1.5M$10.4M−$8.0M
- Check PointCHKP44,235 shares · 0.0% of their software · price −$634K$9.1M−$5.0M
- Amdocs LimitedDOX112,483 shares · 0.0% of their software · price −$1.0M$9.1M+$9.0M
- WaystarWAY233,522 shares · 0.0% of their software · price −$689K$8.8M−$3.1M
- NutanixNTNX116,116 shares · 0.0% of their software$8.6MFlat
- DescartesDSGX69,436 shares · 0.0% of their software · price −$515K$6.5M+$1.1M
- MorningstarMORN27,694 shares · 0.0% of their software · price −$2.3M$6.4M+$6.8M
- GuidewireGWRE27,349 shares · 0.0% of their software$6.3M+$5.3M
- UiPathPATH419,652 shares · 0.0% of their software$5.8M+$5.2M
- WixWIX32,751 shares · 0.0% of their software · price +$628K$5.7MFlat
- ToastTOST155,339 shares · 0.0% of their software · price −$1.2M$5.6M−$2.3M
- BoxBOX172,424 shares · 0.0% of their software$5.6MFlat
- DuolingoDUOL16,438 shares · 0.0% of their software · price −$1.4M$5.3M+$5.0M
- DoximityDOCS70,469 shares · 0.0% of their software · price +$832K$5.1M−$2.0M
- PaylocityPCTY29,525 shares · 0.0% of their software · price −$647K$4.7M−$5.2M
- SamsaraIOT123,615 shares · 0.0% of their software$4.6M+$1.1M
- SentinelOneS248,103 shares · 0.0% of their software$4.3M+$636K
- TenableTENB146,089 shares · 0.0% of their software · price −$675K$4.2M+$2.2M
- monday.comMNDY20,473 shares · 0.0% of their software · price −$2.5M$4.0M+$948K
- Remitly Global, Inc.RELY239,790 shares · 0.0% of their software · price −$592K$3.9M−$1.9M
- QualysQLYS26,793 shares · 0.0% of their software$3.6M+$1.1M
- Bentley SystemsBSY67,880 shares · 0.0% of their software$3.5MFlat
- Life360, Inc.LIF33,429 shares · 0.0% of their software · price +$1.4M$3.5MSplit
- DropboxDBX108,372 shares · 0.0% of their software$3.3MFlat
- International Money Express, Inc.IMXI230,424 shares · 0.0% of their software · price +$894K$3.2MNew · +$2.3M
- Alarm.com Holdings, Inc.ALRM56,930 shares · 0.0% of their software$3.0MFlat
- CourseraCOUR247,877 shares · 0.0% of their software · price +$731K$2.9MFlat
- VaronisVRNS50,233 shares · 0.0% of their software$2.9MFlat
- ServiceTitanTTAN26,286 shares · 0.0% of their software$2.6MNew · +$2.8M
- NetScout Systems, Inc.NTCT87,296 shares · 0.0% of their software$2.2M−$657K
- Sportradar Group AGSRAD71,126 shares · 0.0% of their software$1.9MFlat
- PegasystemsPEGA32,622 shares · 0.0% of their software$1.9MNew · +$1.8M
- AmplitudeAMPL158,479 shares · 0.0% of their software$1.7MFlat
- Five9FIVN70,363 shares · 0.0% of their software$1.7M−$748K
- RingCentralRNG57,427 shares · 0.0% of their software$1.6M−$928K
- Figma, Inc.FIG31,425 shares · 0.0% of their software$1.6MNew · +$1.6M
- ACI WorldwideACIW31,200 shares · 0.0% of their software$1.6M−$3.5M
- TeradataTDC69,463 shares · 0.0% of their software$1.5MFlat
- A10 Networks, Inc.ATEN83,459 shares · 0.0% of their software$1.5M+$637K
- LiveRamp Holdings, Inc.RAMP54,320 shares · 0.0% of their software$1.5MFlat
- Calix, Inc.CALX22,864 shares · 0.0% of their software$1.4M−$1.3M
- DoubleVerifyDV114,474 shares · 0.0% of their software$1.4M+$706K
- GitLabGTLB28,783 shares · 0.0% of their software$1.3M−$676K
- Pagaya Technologies Ltd.PGY43,716 shares · 0.0% of their software$1.3MFlat
- Grindr Inc.GRND77,703 shares · 0.0% of their software · price −$597K$1.2MFlat
- ProgressPRGS25,797 shares · 0.0% of their software · price −$514K$1.1M−$4.7M
- Rubrik, Inc.RBRK13,633 shares · 0.0% of their software$1.1MNew · +$1.2M
- Euronet Worldwide, Inc.EEFT12,470 shares · 0.0% of their software$1.1MNew · +$1.3M
- Clearwater AnalyticsCWAN58,564 shares · 0.0% of their software$1.1M—
- Dave Inc.DAVE5,217 shares · 0.0% of their software$1.0M+$1.1M
- SprinklrCXM129,940 shares · 0.0% of their software$1.0M+$1.0M
- NICENICE6,794 shares · 0.0% of their software$989KFlat
- SchrödingerSDGR50,501 shares · 0.0% of their software$987KFlat
- FreshworksFRSH81,316 shares · 0.0% of their software$958K+$917K
- Bandwidth Inc.BAND56,553 shares · 0.0% of their software$938KFlat
- MagniteMGNI42,329 shares · 0.0% of their software$917K+$586K
- CoreWeave, Inc.CRWV6,457 shares · 0.0% of their software$892KNew · +$1.1M
- Sprout SocialSPT67,191 shares · 0.0% of their software · price −$537K$870K+$660K
- Rapid7RPD42,688 shares · 0.0% of their software$806KFlat
- Payoneer Global Inc.PAYO127,631 shares · 0.0% of their software$759K+$689K
- Zeta GlobalZETA34,145 shares · 0.0% of their software$683K−$811K
- DigitalOceanDOCN19,038 shares · 0.0% of their software$643KFlat
- C3.aiAI36,599 shares · 0.0% of their software$625K+$538K
- Global-EGLBE16,694 shares · 0.0% of their software$596KFlat
- Alight, Inc.ALIT181,242 shares · 0.0% of their software$592KFlat
- BlackBerry LimitedBB117,984 shares · 0.0% of their software$570KFlat
- Ooma, Inc.OOMA46,716 shares · 0.0% of their software$558KFlat
- PhreesiaPHR23,729 shares · 0.0% of their software$556KFlat
- GigaCloud Technology Inc.GCT18,807 shares · 0.0% of their software$539KFlat
- Kingsoft Cloud Holdings LimitedKC36,026 shares · 0.0% of their software$539KFlat
- AppFolioAPPF1,923 shares · 0.0% of their software$533KNew · Flat
- SAPSAP1,979 shares · 0.0% of their software$529KFlat
- SoundThinking, Inc.SSTI41,058 shares · 0.0% of their software$497KFlat
- PubMaticPUBM57,556 shares · 0.0% of their software$478KFlat
- AsanaASAN35,834 shares · 0.0% of their software$476KFlat
- Repay Holdings CorporationRPAY91,423 shares · 0.0% of their software$470KFlat
- WeRide Inc.WRD43,244 shares · 0.0% of their software$429KNew · Flat
- BackblazeBLZE44,576 shares · 0.0% of their software$408KFlat
- ePlus inc.PLUS5,371 shares · 0.0% of their software$379KFlat
- Digital TurbineAPPS59,706 shares · 0.0% of their software$357KFlat
- Thryv Holdings, Inc.THRY28,036 shares · 0.0% of their software$338KFlat
- ProcorePCOR4,456 shares · 0.0% of their software$324KFlat
- InterDigital, Inc.IDCC854 shares · 0.0% of their software$295K−$573K
- Blend Labs, Inc.BLND78,511 shares · 0.0% of their software$287KFlat
- CommvaultCVLT1,513 shares · 0.0% of their software$286K−$1.9M
- Telos CorporationTLS39,529 shares · 0.0% of their software$268KFlat
- Red Violet, Inc.RDVT4,744 shares · 0.0% of their software$245KFlat
- FastlyFSLY29,324 shares · 0.0% of their software$245KFlat
- WEX Inc.WEX1,533 shares · 0.0% of their software$241K−$624K
- KlaviyoKVYO8,144 shares · 0.0% of their software$235K−$1.1M
- Health CatalystHCAT81,536 shares · 0.0% of their software$234KFlat
- Cerence Inc.CRNC18,927 shares · 0.0% of their software$230KFlat
- eGain CorporationEGAN25,055 shares · 0.0% of their software$221KFlat
- Viant Technology Inc.DSP25,828 shares · 0.0% of their software$216KNew · Flat
- Simulations PlusSLP14,484 shares · 0.0% of their software$212KNew · Flat
- SemrushSEMR27,637 shares · 0.0% of their software$195K—
- 8x8EGHT70,433 shares · 0.0% of their software$150K—
- DHI Group, Inc.DHX54,768 shares · 0.0% of their software$150KFlat
- Palladyne AI Corp.PDYN17,373 shares · 0.0% of their software$145KNew · Flat
- PagSeguro Digital Ltd.PAGS13,967 shares · 0.0% of their software$138KFlat
- CCC Intelligent Solutions Holdings Inc.CCC13,558 shares · 0.0% of their software$123KFlat
- Expensify, Inc.EXFY63,864 shares · 0.0% of their software$119KFlat
- LightspeedLSPD10,312 shares · 0.0% of their software$119KFlat
- Tuya Inc.TUYA41,983 shares · 0.0% of their software$103KFlat
- Ribbon Communications Inc.RBBN23,528 shares · 0.0% of their software$88KFlat
- Rezolve AI PLCRZLV13,298 shares · 0.0% of their software$64KNew · Flat
- Kaltura, Inc.KLTR31,862 shares · 0.0% of their software$45KFlat
- Rackspace Technology, Inc.RXT32,021 shares · 0.0% of their software$45KFlat
- Sabre CorporationSABR11,483 shares · 0.0% of their software$21KFlat