Generalist · London, United Kingdom
HSBC
Q1 2026 · compared with Q4 2025
Filed as Hsbc Holdings PLC
- Software
- $16.0B
- Weight of 13F
- 9.6%
- Names
- 175
- Net bought
- +$1.2B
Call exposure on these names is $889M across 38 lines. Calls are not in the stock total.
2,372 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
- MicrosoftMSFT23,968,571 shares · 55.4% of their software · price −$2.7B$8.9B+$885M
- PalantirPLTR4,222,990 shares · 3.9% of their software · price −$133M$618M−$13.6M
- OracleORCL4,177,379 shares · 3.8% of their software · price −$200M$612M−$263M
- SalesforceCRM3,098,024 shares · 3.6% of their software · price −$242M$579M+$90.9M
- AdobeADBE1,729,264 shares · 2.6% of their software · price −$185M$420M+$80.2M
- ServiceNowNOW3,558,248 shares · 2.3% of their software · price −$173M$373M+$9.3M
- Uber Technologies, Inc.UBER5,072,780 shares · 2.3% of their software · price −$49.6M$365M+$51.1M
- WixWIX3,529,474 shares · 2.0% of their software · price −$48.8M$319M+$364M
- IntuitINTU607,229 shares · 1.6% of their software · price −$140M$263M−$74.2M
- Palo Alto NetworksPANW1,616,065 shares · 1.6% of their software · price −$38.6M$259M+$29.5M
- AutodeskADSK984,005 shares · 1.5% of their software · price −$55.7M$236M+$19.7M
- Automatic Data Processing, Inc.ADP1,024,283 shares · 1.3% of their software · price −$55.4M$208M−$22.1M
- CrowdStrikeCRWD490,818 shares · 1.2% of their software · price −$38.5M$192M+$20.1M
- F5, Inc.FFIV579,679 shares · 1.0% of their software · price +$19.7M$168MFlat
- AppLovinAPP402,491 shares · 1.0% of their software · price −$111M$160M−$9.7M
- CadenceCDNS531,936 shares · 0.9% of their software · price −$18.5M$148M−$4.7M
- SynopsysSNPS330,412 shares · 0.8% of their software · price −$24.2M$131M+$11.4M
- TrimbleTRMB1,880,476 shares · 0.8% of their software · price −$24.7M$123M−$45.8M
- CloudflareNET581,821 shares · 0.7% of their software · price +$5.3M$119M+$73.9M
- NetApp, Inc.NTAP1,018,979 shares · 0.7% of their software · price −$4.8M$104M+$18.6M
- FortinetFTNT1,243,531 shares · 0.6% of their software · price +$2.9M$102M−$25.9M
- WorkdayWDAY710,309 shares · 0.6% of their software · price −$60.3M$92.4M+$27.1M
- Roper Technologies, Inc.ROP208,415 shares · 0.5% of their software · price −$19.0M$73.7M−$62.0M
- Fiserv, Inc.FISV1,222,112 shares · 0.4% of their software · price −$13.9M$68.0M−$4.3M
- Paychex, Inc.PAYX723,499 shares · 0.4% of their software · price −$14.5M$66.7M−$5.0M
- DatadogDDOG544,749 shares · 0.4% of their software · price −$9.8M$64.4M−$5.3M
- Block, Inc.XYZ1,059,824 shares · 0.4% of their software · price −$5.2M$63.7M−$10.7M
- VeriSign, Inc.VRSN237,966 shares · 0.4% of their software · price +$1.3M$59.3M+$8.0M
- GoDaddyGDDY659,664 shares · 0.3% of their software · price −$27.3M$54.5M+$3.3M
- CoStarCSGP1,346,906 shares · 0.3% of their software · price −$36.2M$54.4M+$24.2M
- Grab Holdings LimitedGRAB14,786,634 shares · 0.3% of their software · price −$19.7M$54.1M+$41.6M
- VeriskVRSK274,416 shares · 0.3% of their software · price −$9.3M$52.1M−$25.3M
- PTCPTC356,219 shares · 0.3% of their software · price −$11.3M$50.7M+$6.5M
- BroadridgeBR256,335 shares · 0.3% of their software · price −$15.6M$41.6M+$6.5M
- Strategy IncMSTR320,662 shares · 0.2% of their software · price −$8.7M$39.7M−$7.5M
- Fair IsaacFICO36,913 shares · 0.2% of their software · price −$23.0M$39.4M−$3.1M
- VeevaVEEV222,567 shares · 0.2% of their software · price −$10.6M$39.1M+$5.3M
- Clearwater AnalyticsCWAN1,530,460 shares · 0.2% of their software$36.1MNew
- Check PointCHKP247,094 shares · 0.2% of their software · price −$10.6M$35.3M+$33.0M
- Corpay, Inc.CPAY116,306 shares · 0.2% of their software · price −$1.2M$33.9M−$4.8M
- Ibotta, Inc.IBTA1,009,287 shares · 0.2% of their software · price +$7.3M$30.6MFlat
- ZoomZM380,043 shares · 0.2% of their software · price −$2.2M$30.5M−$3.7M
- SnowflakeSNOW195,399 shares · 0.2% of their software · price −$13.4M$29.5M−$554K
- SAPSAP154,570 shares · 0.2% of their software · price −$11.1M$26.4M+$37.2M
- The Trade DeskTTD1,083,635 shares · 0.2% of their software · price −$16.5M$24.7M+$2.1M
- Tyler TechnologiesTYL71,405 shares · 0.2% of their software · price −$8.0M$24.5M+$3.9M
- OktaOKTA306,181 shares · 0.2% of their software · price −$2.4M$24.1M−$6.5M
- NutanixNTNX592,587 shares · 0.1% of their software · price −$8.1M$22.7M+$24.2M
- Joint Stock Company Kaspi.kzKSPI299,636 shares · 0.1% of their software · price −$1.2M$22.3M+$2.6M
- AkamaiAKAM172,922 shares · 0.1% of their software · price +$4.8M$19.9MFlat
- FactSetFDS89,781 shares · 0.1% of their software · price −$6.6M$19.3M+$6.1M
- SS&CSSNC279,044 shares · 0.1% of their software · price −$5.5M$18.8M+$14.2M
- ShopifySHOP157,728 shares · 0.1% of their software · price −$6.7M$18.6M−$35.5M
- DLocal LimitedDLO1,390,683 shares · 0.1% of their software · price −$1.6M$18.0MNew · +$19.7M
- CCC Intelligent Solutions Holdings Inc.CCC2,030,121 shares · 0.1% of their software · price −$4.0M$17.7M+$14.4M
- TwilioTWLO138,549 shares · 0.1% of their software · price −$2.3M$17.4M+$1.6M
- Gen DigitalGEN886,509 shares · 0.1% of their software · price −$7.4M$16.7MFlat
- Full Truck Alliance Co. Ltd.YMM1,975,692 shares · 0.1% of their software · price −$4.8M$16.3M+$8.1M
- ZscalerZS107,666 shares · 0.1% of their software · price −$9.1M$15.1M+$9.1M
- Lyft, Inc.LYFT1,078,914 shares · 0.1% of their software · price −$6.5M$14.1M+$8.6M
- AtlassianTEAM173,242 shares · 0.1% of their software · price −$16.3M$11.9M+$5.8M
- HubSpotHUBS46,022 shares · 0.1% of their software · price −$7.2M$11.3M+$6.5M
- CoreWeave, Inc.CRWV138,482 shares · 0.1% of their software · price +$812K$10.7M−$20.6M
- MongoDBMDB41,036 shares · 0.1% of their software · price −$7.2M$10.0M+$2.7M
- International Money Express, Inc.IMXI560,585 shares · 0.1% of their software$8.9M+$5.3M
- ToastTOST284,510 shares · 0.0% of their software · price −$2.6M$7.5M+$3.7M
- ElasticESTC150,713 shares · 0.0% of their software · price −$3.8M$7.5M−$581K
- DocuSignDOCU148,838 shares · 0.0% of their software · price −$3.1M$7.1M−$21.0M
- Amdocs LimitedDOX100,005 shares · 0.0% of their software · price −$1.5M$6.5M−$1.7M
- WaystarWAY233,366 shares · 0.0% of their software · price −$2.0M$5.6MNew · +$7.6M
- Manhattan AssociatesMANH35,592 shares · 0.0% of their software · price −$1.4M$4.7M−$7.6M
- BlackBerry LimitedBB1,372,571 shares · 0.0% of their software · price −$755K$4.4M−$2.0M
- SamsaraIOT135,137 shares · 0.0% of their software · price −$508K$4.3M+$621K
- A10 Networks, Inc.ATEN175,780 shares · 0.0% of their software · price +$954K$4.0MFlat
- SentinelOneS263,451 shares · 0.0% of their software · price −$559K$3.4MFlat
- Rubrik, Inc.RBRK68,065 shares · 0.0% of their software · price −$1.9M$3.3M−$3.3M
- DynatraceDT85,316 shares · 0.0% of their software · price −$543K$3.2M−$6.8M
- Global-EGLBE104,347 shares · 0.0% of their software · price −$883K$3.2MNew · +$4.1M
- NetScout Systems, Inc.NTCT90,779 shares · 0.0% of their software$2.9M+$544K
- monday.comMNDY40,319 shares · 0.0% of their software · price −$3.2M$2.8M+$2.7M
- TenableTENB154,192 shares · 0.0% of their software · price −$1.0M$2.6MFlat
- RingCentralRNG68,670 shares · 0.0% of their software · price +$571K$2.5M−$947K
- VTEXVTEX575,392 shares · 0.0% of their software$2.3MNew · +$2.2M
- StoneCo Ltd.STNE163,065 shares · 0.0% of their software$2.3M+$1.8M
- UiPathPATH200,965 shares · 0.0% of their software · price −$1.1M$2.2M+$2.1M
- GuidewireGWRE14,479 shares · 0.0% of their software · price −$745K$2.2M+$1.5M
- Remitly Global, Inc.RELY135,801 shares · 0.0% of their software$2.1MFlat
- Figma, Inc.FIG98,895 shares · 0.0% of their software · price −$1.6M$2.1M−$697K
- Clear Secure, Inc.YOU41,636 shares · 0.0% of their software · price +$555K$2.1MNew · +$1.5M
- BoxBOX77,371 shares · 0.0% of their software$1.8M+$1.2M
- MorningstarMORN10,149 shares · 0.0% of their software$1.7MFlat
- Bandwidth Inc.BAND92,804 shares · 0.0% of their software$1.7MFlat
- BrazeBRZE59,615 shares · 0.0% of their software · price −$637K$1.4MNew · +$2.0M
- ACI WorldwideACIW34,123 shares · 0.0% of their software$1.4M−$8.4M
- SprinklrCXM225,517 shares · 0.0% of their software$1.4MFlat
- DropboxDBX57,775 shares · 0.0% of their software$1.3MFlat
- BlackbaudBLKB33,619 shares · 0.0% of their software · price −$831K$1.3MNew · +$2.1M
- SPS CommerceSPSC22,920 shares · 0.0% of their software · price −$767K$1.3M+$944K
- PaylocityPCTY11,605 shares · 0.0% of their software · price −$516K$1.3M−$2.8M
- Ooma, Inc.OOMA83,155 shares · 0.0% of their software$1.2MFlat
- LiveRamp Holdings, Inc.RAMP44,297 shares · 0.0% of their software$1.2MFlat
- Pagaya Technologies Ltd.PGY100,863 shares · 0.0% of their software · price −$933K$1.2M+$1.5M
- NCR Atleos CorporationNATL26,593 shares · 0.0% of their software$1.2MNew · +$1.0M
- DuolingoDUOL11,291 shares · 0.0% of their software · price −$869K$1.1M−$584K
- QualysQLYS13,005 shares · 0.0% of their software · price −$586K$1.1M−$517K
- Alarm.com Holdings, Inc.ALRM25,854 shares · 0.0% of their software$1.1MFlat
- AmplitudeAMPL159,275 shares · 0.0% of their software · price −$758K$1.1MFlat
- CourseraCOUR185,690 shares · 0.0% of their software$1.1MFlat
- WorkivaWK16,376 shares · 0.0% of their software$979KFlat
- ProgressPRGS36,627 shares · 0.0% of their software · price −$634K$955KFlat
- Calix, Inc.CALX19,140 shares · 0.0% of their software$940KFlat
- ProcorePCOR16,395 shares · 0.0% of their software$933K+$860K
- C3.aiAI105,051 shares · 0.0% of their software · price −$532K$877KFlat
- Bentley SystemsBSY23,878 shares · 0.0% of their software$839K−$4.4M
- PagerDutyPD126,443 shares · 0.0% of their software · price −$872K$789KNew · +$1.7M
- PubMaticPUBM90,319 shares · 0.0% of their software$747KFlat
- Five9FIVN48,701 shares · 0.0% of their software$737KFlat
- DoubleVerifyDV76,284 shares · 0.0% of their software$735KFlat
- DoximityDOCS30,778 shares · 0.0% of their software · price −$646K$728K−$4.1M
- FreshworksFRSH84,047 shares · 0.0% of their software$682KFlat
- Sportradar Group AGSRAD38,864 shares · 0.0% of their software$667K−$1.3M
- Grindr Inc.GRND50,216 shares · 0.0% of their software$617KFlat
- Sprout SocialSPT106,703 shares · 0.0% of their software · price −$594K$597KFlat
- PhreesiaPHR73,564 shares · 0.0% of their software · price −$628K$594KFlat
- UnityU25,828 shares · 0.0% of their software · price −$574K$564K−$7.9M
- PegasystemsPEGA12,875 shares · 0.0% of their software$548K−$1.1M
- Core Scientific, Inc.CORZ36,102 shares · 0.0% of their software$533KNew · +$526K
- Chime Financial, Inc.CHYM28,298 shares · 0.0% of their software$527K−$543K
- WeRide Inc.WRD62,888 shares · 0.0% of their software$514KFlat
- SchrödingerSDGR44,341 shares · 0.0% of their software$504KFlat
- Priority Technology Holdings, Inc.PRTH107,251 shares · 0.0% of their software$502KFlat
- Dave Inc.DAVE2,864 shares · 0.0% of their software$498KFlat
- MagniteMGNI38,399 shares · 0.0% of their software$460KFlat
- Red Violet, Inc.RDVT13,264 shares · 0.0% of their software$458KFlat
- GitLabGTLB19,644 shares · 0.0% of their software$423KFlat
- PAR Technology CorporationPAR32,243 shares · 0.0% of their software · price −$740K$422KNew · +$1.2M
- MNTN, Inc.MNTN18,311 shares · 0.0% of their software$380KFlat
- Xperi Inc.XPER67,379 shares · 0.0% of their software$377KFlat
- KlaviyoKVYO19,245 shares · 0.0% of their software$376KNew · +$625K
- Netskope, Inc.NTSK40,793 shares · 0.0% of their software$350KNew · +$716K
- Thryv Holdings, Inc.THRY126,235 shares · 0.0% of their software$346KFlat
- Viant Technology Inc.DSP28,276 shares · 0.0% of their software$319KFlat
- Simulations PlusSLP26,494 shares · 0.0% of their software$305KNew · Flat
- Repay Holdings CorporationRPAY110,366 shares · 0.0% of their software$305KFlat
- Upbound Group, Inc.UPBD16,763 shares · 0.0% of their software$298KFlat
- SoundThinking, Inc.SSTI42,166 shares · 0.0% of their software$285KFlat
- Q2QTWO5,737 shares · 0.0% of their software$273KNew · Flat
- TeradataTDC10,386 shares · 0.0% of their software$266K−$649K
- AvePointAVPT27,795 shares · 0.0% of their software$262KFlat
- InterDigital, Inc.IDCC827 shares · 0.0% of their software$250K−$5.5M
- WEX Inc.WEX1,561 shares · 0.0% of their software$239KFlat
- Zeta GlobalZETA15,018 shares · 0.0% of their software$237KFlat
- ServiceTitanTTAN3,739 shares · 0.0% of their software$236K−$527K
- JFrogFROG4,988 shares · 0.0% of their software$233KFlat
- 8x8EGHT127,391 shares · 0.0% of their software$207KFlat
- PowerFleet, Inc.AIOT64,732 shares · 0.0% of their software$195KNew · Flat
- Rapid7RPD34,323 shares · 0.0% of their software$191K−$1.9M
- Cerence Inc.CRNC27,911 shares · 0.0% of their software$175KFlat
- N-ableNABL33,533 shares · 0.0% of their software$157KNew · Flat
- DHI Group, Inc.DHX54,768 shares · 0.0% of their software$156KFlat
- ZoomInfoZI24,773 shares · 0.0% of their software$149K—
- Rezolve AI PLCRZLV57,542 shares · 0.0% of their software$144KFlat
- SoundHound AI, Inc.SOUN20,906 shares · 0.0% of their software$139KFlat
- ReposiTrak, Inc.TRAK18,363 shares · 0.0% of their software$138KFlat
- Telos CorporationTLS29,870 shares · 0.0% of their software$126KFlat
- Health CatalystHCAT98,868 shares · 0.0% of their software$123KFlat
- Airship AI Holdings, Inc.AISP53,035 shares · 0.0% of their software$115KNew · Flat
- Digital TurbineAPPS35,952 shares · 0.0% of their software$107KFlat
- DomoDOMO34,383 shares · 0.0% of their software$105KNew
- Alight, Inc.ALIT149,462 shares · 0.0% of their software$87KFlat
- Kaltura, Inc.KLTR68,957 shares · 0.0% of their software$85KFlat
- Expensify, Inc.EXFY84,329 shares · 0.0% of their software$75KFlat
- Tuya Inc.TUYA28,886 shares · 0.0% of their software$67KFlat
- Sabre CorporationSABR35,394 shares · 0.0% of their software$51KFlat
- Rackspace Technology, Inc.RXT32,021 shares · 0.0% of their software$32KFlat
