Generalist · London, United Kingdom
HSBC
Q4 2025 · compared with Q3 2025
Filed as Hsbc Holdings PLC
- Software
- $19.4B
- Weight of 13F
- 11.1%
- Names
- 168
- Net bought
- +$2.7B
Filed 6 March 2026 · SEC filing.
2,298 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
- MicrosoftMSFT22,138,798 shares · 55.1% of their software · price −$760M$10.7B+$233M
- OracleORCL5,525,291 shares · 5.6% of their software · price −$477M$1.1B+$130M
- PalantirPLTR4,299,759 shares · 3.9% of their software · price −$20.1M$766M−$100.0M
- SalesforceCRM2,755,007 shares · 3.8% of their software · price +$76.9M$730M−$165M
- ServiceNowNOW3,497,373 shares · 2.8% of their software · price −$2.7B$536M+$2.6B
- AdobeADBE1,500,222 shares · 2.7% of their software · price −$4.1M$525M−$36.7M
- IntuitINTU719,257 shares · 2.5% of their software · price −$14.7M$477M+$37.5M
- Uber Technologies, Inc.UBER4,447,793 shares · 1.9% of their software · price −$72.3M$364M+$50.8M
- Automatic Data Processing, Inc.ADP1,110,389 shares · 1.5% of their software · price −$40.3M$286M+$29.0M
- AppLovinAPP416,887 shares · 1.4% of their software · price −$18.6M$282M−$4.0M
- AutodeskADSK917,395 shares · 1.4% of their software · price −$19.9M$272MFlat
- Palo Alto NetworksPANW1,456,150 shares · 1.4% of their software · price −$28.3M$269M+$13.3M
- CrowdStrikeCRWD447,920 shares · 1.1% of their software · price −$9.7M$210M−$33.4M
- TrimbleTRMB2,464,654 shares · 1.0% of their software · price −$8.1M$193M+$27.4M
- CadenceCDNS546,931 shares · 0.9% of their software · price −$21.2M$171M−$5.2M
- Roper Technologies, Inc.ROP347,617 shares · 0.8% of their software · price −$18.6M$155M+$16.0M
- F5, Inc.FFIV581,855 shares · 0.8% of their software · price −$39.5M$149M+$37.4M
- SynopsysSNPS306,159 shares · 0.7% of their software · price −$7.2M$144M−$27.1M
- WorkdayWDAY584,235 shares · 0.6% of their software · price −$15.2M$126M−$7.2M
- FortinetFTNT1,569,290 shares · 0.6% of their software · price −$7.3M$125M−$43.7M
- NetApp, Inc.NTAP845,036 shares · 0.5% of their software · price −$9.6M$90.6M+$24.9M
- VeriskVRSK387,324 shares · 0.4% of their software · price −$10.8M$86.7M−$1.7M
- Fiserv, Inc.FISV1,286,530 shares · 0.4% of their software · price −$79.5M$86.5M+$23.8M
- Paychex, Inc.PAYX768,358 shares · 0.4% of their software · price −$11.2M$86.3M+$1.3M
- Block, Inc.XYZ1,223,824 shares · 0.4% of their software · price −$8.8M$79.7M+$10.3M
- DatadogDDOG584,001 shares · 0.4% of their software · price −$3.7M$79.5M−$2.7M
- GoDaddyGDDY633,127 shares · 0.4% of their software · price −$8.1M$78.6M−$22.2M
- CoStarCSGP987,270 shares · 0.3% of their software · price −$16.9M$66.4M+$22.8M
- Fair IsaacFICO38,729 shares · 0.3% of their software · price +$7.5M$65.7M−$4.9M
- ShopifySHOP378,548 shares · 0.3% of their software · price +$4.7M$61.2M−$62.1M
- Strategy IncMSTR370,057 shares · 0.3% of their software · price −$63.0M$56.5M+$34.1M
- PTCPTC318,717 shares · 0.3% of their software · price −$9.2M$55.5M−$5.4M
- BroadridgeBR227,063 shares · 0.3% of their software · price −$3.4M$50.7M−$9.5M
- VeriSign, Inc.VRSN204,902 shares · 0.3% of their software · price −$7.5M$49.9M−$3.3M
- VeevaVEEV198,902 shares · 0.2% of their software · price −$14.9M$44.5M+$11.9M
- SnowflakeSNOW197,923 shares · 0.2% of their software · price −$1.2M$43.5M−$2.9M
- CloudflareNET206,915 shares · 0.2% of their software · price −$3.6M$40.9M−$18.9M
- Corpay, Inc.CPAY132,148 shares · 0.2% of their software · price +$1.7M$39.9M+$1.7M
- The Trade DeskTTD1,027,963 shares · 0.2% of their software · price −$11.4M$39.1M+$7.1M
- ZoomZM422,470 shares · 0.2% of their software · price +$1.6M$36.5M−$2.3M
- OktaOKTA381,546 shares · 0.2% of their software · price −$2.0M$33.0M+$14.9M
- Grab Holdings LimitedGRAB6,455,148 shares · 0.2% of their software · price −$6.6M$32.2M−$6.5M
- DocuSignDOCU455,856 shares · 0.2% of their software · price −$1.7M$31.2M−$10.9M
- CoreWeave, Inc.CRWV425,970 shares · 0.2% of their software · price −$27.8M$30.6M+$57.4M
- Tyler TechnologiesTYL62,768 shares · 0.1% of their software · price −$4.3M$28.5M−$1.7M
- Gen DigitalGEN895,266 shares · 0.1% of their software · price −$1.1M$24.4M−$3.9M
- AtlassianTEAM137,611 shares · 0.1% of their software$22.3MFlat
- Ibotta, Inc.IBTA993,977 shares · 0.1% of their software · price −$5.1M$22.2M+$6.3M
- Joint Stock Company Kaspi.kzKSPI266,982 shares · 0.1% of their software · price −$948K$21.0M−$18.8M
- FactSetFDS68,785 shares · 0.1% of their software$20.0M−$46.0M
- TwilioTWLO127,222 shares · 0.1% of their software · price +$5.4M$18.2M−$2.6M
- PaycomPAYC98,103 shares · 0.1% of their software · price −$4.8M$15.7M+$4.1M
- AkamaiAKAM174,497 shares · 0.1% of their software · price +$2.0M$15.2M−$15.7M
- ZscalerZS67,161 shares · 0.1% of their software · price −$5.0M$15.2M−$2.1M
- MongoDBMDB34,570 shares · 0.1% of their software · price +$3.8M$14.5M−$562K
- Manhattan AssociatesMANH79,679 shares · 0.1% of their software · price −$2.5M$13.9MFlat
- Full Truck Alliance Co. Ltd.YMM1,216,792 shares · 0.1% of their software · price −$2.7M$13.1M−$14.5M
- Check PointCHKP69,340 shares · 0.1% of their software · price −$1.5M$12.9M+$5.2M
- Lyft, Inc.LYFT635,593 shares · 0.1% of their software · price −$1.7M$12.3M+$688K
- ElasticESTC158,414 shares · 0.1% of their software · price −$1.4M$12.0M−$3.9M
- HubSpotHUBS29,708 shares · 0.1% of their software · price −$2.0M$11.9M−$848K
- BILLBILL198,383 shares · 0.1% of their software$10.9MNew · +$10.5M
- DynatraceDT243,259 shares · 0.1% of their software · price −$1.2M$10.6M+$1.3M
- SS&CSSNC116,078 shares · 0.1% of their software$10.2M−$2.9M
- ACI WorldwideACIW210,116 shares · 0.1% of their software · price −$1.0M$10.1M+$9.4M
- Amdocs LimitedDOX120,899 shares · 0.0% of their software$9.7M+$691K
- UnityU204,100 shares · 0.0% of their software · price +$843K$9.1M−$6.6M
- Rubrik, Inc.RBRK110,756 shares · 0.0% of their software · price −$639K$8.5M+$8.0M
- BlackBerry LimitedBB1,890,023 shares · 0.0% of their software · price −$2.1M$7.1M+$8.6M
- ToastTOST181,371 shares · 0.0% of their software$6.5M+$950K
- NutanixNTNX124,779 shares · 0.0% of their software · price −$2.8M$6.5M+$644K
- InterDigital, Inc.IDCC18,170 shares · 0.0% of their software$5.8M+$6.0M
- DoximityDOCS124,357 shares · 0.0% of their software · price −$3.6M$5.5M+$3.9M
- Bentley SystemsBSY139,008 shares · 0.0% of their software · price −$1.9M$5.3M+$3.7M
- PaylocityPCTY29,653 shares · 0.0% of their software$4.5MFlat
- Figma, Inc.FIG117,542 shares · 0.0% of their software · price −$1.7M$4.4M+$4.5M
- SamsaraIOT117,626 shares · 0.0% of their software$4.2MFlat
- TenableTENB173,914 shares · 0.0% of their software · price −$979K$4.1M+$811K
- nCinoNCNO154,173 shares · 0.0% of their software$4.0MNew · +$4.2M
- SentinelOneS258,103 shares · 0.0% of their software · price −$674K$3.9MFlat
- Payoneer Global Inc.PAYO603,407 shares · 0.0% of their software$3.4M+$2.9M
- International Money Express, Inc.IMXI217,204 shares · 0.0% of their software$3.3MFlat
- monday.comMNDY21,774 shares · 0.0% of their software · price −$1.0M$3.2MFlat
- WixWIX29,427 shares · 0.0% of their software · price −$2.2M$3.0M−$590K
- RingCentralRNG101,445 shares · 0.0% of their software$2.9M+$1.2M
- A10 Networks, Inc.ATEN153,816 shares · 0.0% of their software$2.7M+$1.3M
- DuolingoDUOL14,619 shares · 0.0% of their software · price −$2.1M$2.6M−$585K
- Rapid7RPD159,688 shares · 0.0% of their software · price −$567K$2.4M+$2.2M
- Remitly Global, Inc.RELY170,055 shares · 0.0% of their software$2.3M−$1.1M
- QualysQLYS16,898 shares · 0.0% of their software$2.2M−$1.3M
- Sportradar Group AGSRAD91,798 shares · 0.0% of their software$2.2M+$556K
- MorningstarMORN9,920 shares · 0.0% of their software$2.2M−$4.1M
- DropboxDBX71,740 shares · 0.0% of their software$2.0M−$1.1M
- SprinklrCXM247,931 shares · 0.0% of their software$1.9M+$911K
- NetScout Systems, Inc.NTCT70,668 shares · 0.0% of their software$1.9MFlat
- CCC Intelligent Solutions Holdings Inc.CCC217,447 shares · 0.0% of their software$1.9M+$1.9M
- PegasystemsPEGA31,088 shares · 0.0% of their software$1.9MFlat
- CourseraCOUR230,464 shares · 0.0% of their software · price −$1.0M$1.7MFlat
- AmplitudeAMPL141,996 shares · 0.0% of their software$1.7MFlat
- Alarm.com Holdings, Inc.ALRM31,564 shares · 0.0% of their software$1.6M−$1.3M
- C3.aiAI109,875 shares · 0.0% of their software$1.5M+$1.3M
- LiveRamp Holdings, Inc.RAMP50,241 shares · 0.0% of their software$1.5MFlat
- GuidewireGWRE7,237 shares · 0.0% of their software$1.5M−$4.6M
- ProgressPRGS30,893 shares · 0.0% of their software$1.3MFlat
- Chime Financial, Inc.CHYM49,866 shares · 0.0% of their software$1.3MNew · +$1.0M
- UiPathPATH74,256 shares · 0.0% of their software$1.2M−$4.6M
- WorkivaWK13,880 shares · 0.0% of their software$1.2MNew · +$1.2M
- DoubleVerifyDV103,668 shares · 0.0% of their software$1.2MFlat
- Ooma, Inc.OOMA96,830 shares · 0.0% of their software$1.1M+$601K
- BoxBOX37,030 shares · 0.0% of their software$1.1M−$4.4M
- SPS CommerceSPSC12,324 shares · 0.0% of their software$1.1MNew · +$1.3M
- Five9FIVN53,447 shares · 0.0% of their software$1.1MFlat
- GitLabGTLB27,142 shares · 0.0% of their software$1.0MFlat
- Calix, Inc.CALX18,493 shares · 0.0% of their software$985KFlat
- TeradataTDC31,713 shares · 0.0% of their software$972K−$812K
- Bandwidth Inc.BAND61,239 shares · 0.0% of their software$950KFlat
- ServiceTitanTTAN8,687 shares · 0.0% of their software$924K−$1.8M
- Life360, Inc.LIF13,604 shares · 0.0% of their software · price −$574K$875K−$2.1M
- MagniteMGNI52,784 shares · 0.0% of their software$857KFlat
- Sprout SocialSPT74,387 shares · 0.0% of their software$843KFlat
- PhreesiaPHR46,558 shares · 0.0% of their software$786K+$537K
- NICENICE6,607 shares · 0.0% of their software$749KFlat
- Zeta GlobalZETA34,938 shares · 0.0% of their software$724KFlat
- Grindr Inc.GRND53,491 shares · 0.0% of their software$717KFlat
- Thryv Holdings, Inc.THRY114,325 shares · 0.0% of their software · price −$687K$693K+$1.0M
- JFrogFROG10,714 shares · 0.0% of their software$678KNew · +$507K
- FreshworksFRSH53,072 shares · 0.0% of their software$652KFlat
- Pagaya Technologies Ltd.PGY30,412 shares · 0.0% of their software$637KFlat
- StoneCo Ltd.STNE42,182 shares · 0.0% of their software$626KNew · +$798K
- Red Violet, Inc.RDVT10,823 shares · 0.0% of their software$621KFlat
- FlywireFLYW42,000 shares · 0.0% of their software$593KNew · +$569K
- Priority Technology Holdings, Inc.PRTH107,243 shares · 0.0% of their software$584KNew · +$737K
- PubMaticPUBM64,590 shares · 0.0% of their software$573KFlat
- Dave Inc.DAVE2,523 shares · 0.0% of their software$559K−$537K
- Repay Holdings CorporationRPAY110,366 shares · 0.0% of their software$399KFlat
- Upbound Group, Inc.UPBD22,653 shares · 0.0% of their software$398KNew · +$535K
- SAPSAP1,571 shares · 0.0% of their software$382KFlat
- SchrödingerSDGR21,261 shares · 0.0% of their software$378K−$587K
- FastlyFSLY35,464 shares · 0.0% of their software$362KFlat
- ProcorePCOR4,572 shares · 0.0% of their software$333KFlat
- Viant Technology Inc.DSP27,950 shares · 0.0% of their software$332KFlat
- SoundThinking, Inc.SSTI41,045 shares · 0.0% of their software$329KFlat
- Xperi Inc.XPER55,960 shares · 0.0% of their software$327KNew · Flat
- DigitalOceanDOCN6,719 shares · 0.0% of their software$325KFlat
- Digital TurbineAPPS56,994 shares · 0.0% of their software$288KFlat
- AvePointAVPT19,833 shares · 0.0% of their software$276K−$15.6M
- Tuya Inc.TUYA129,577 shares · 0.0% of their software$275KFlat
- AppFolioAPPF1,163 shares · 0.0% of their software$271KFlat
- MNTN, Inc.MNTN12,591 shares · 0.0% of their software$261KNew · Flat
- Alight, Inc.ALIT122,117 shares · 0.0% of their software$240KFlat
- WEX Inc.WEX1,557 shares · 0.0% of their software$232KFlat
- CommvaultCVLT1,846 shares · 0.0% of their software$232KFlat
- Cerence Inc.CRNC19,221 shares · 0.0% of their software$205KFlat
- Telos CorporationTLS38,694 shares · 0.0% of their software$196KFlat
- Health CatalystHCAT81,536 shares · 0.0% of their software$192KFlat
- WeRide Inc.WRD20,867 shares · 0.0% of their software$183KFlat
- Rezolve AI PLCRZLV67,232 shares · 0.0% of their software$176KFlat
- ZoomInfoZI16,702 shares · 0.0% of their software$169KNew
- 8x8EGHT73,562 shares · 0.0% of their software$148K—
- ReposiTrak, Inc.TRAK11,086 shares · 0.0% of their software$138KNew · Flat
- Expensify, Inc.EXFY84,329 shares · 0.0% of their software$127KFlat
- BackblazeBLZE24,686 shares · 0.0% of their software$117KFlat
- SoundHound AI, Inc.SOUN10,999 shares · 0.0% of their software$110KNew · Flat
- DHI Group, Inc.DHX54,768 shares · 0.0% of their software$87KFlat
- Kaltura, Inc.KLTR40,763 shares · 0.0% of their software$67KFlat
- Palladyne AI Corp.PDYN13,574 shares · 0.0% of their software$58KFlat
- Sabre CorporationSABR35,394 shares · 0.0% of their software$48KFlat
- Rackspace Technology, Inc.RXT32,021 shares · 0.0% of their software$31KFlat