Generalist · New York, NY
Morgan Stanley
Q4 2025 · compared with Q3 2025
- Software
- $149B
- Weight of 13F
- 8.9%
- Names
- 321
- Net bought
- +$14.0B
Filed 13 February 2026 · SEC filing.
7,930 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 2026341 names$126B−$77.0M
- Q1 2026331 names$118B+$3.1B
- Q4 2025321 names$149B+$14.0B
- Q3 2025318 names$167B+$2.1B
- Q2 2025301 names$161B+$261M
- Q1 2025299 names$130B+$790M
- Q4 2024290 names$141B+$494M
- Q3 2024283 names$134B+$9.1B
- Q2 2024281 names$134B+$1.2B
- Q1 2024266 names$132B−$3.2B
- Q4 2023252 names$124B+$515M
- Q3 2023247 names$103B−$1.2B
- Q2 2023240 names$109B+$494M
- Q1 2023240 names$92.8B+$473M
- Q4 2022239 names$78.5B+$8.5B
- Q3 2022231 names$69.6B+$2.3B
- Q2 2022228 names$73.2B+$66.3B
- Q1 2022229 names$82.3B−$1.6B
- Q4 2021230 names$102B+$2.5B
- Q3 2021219 names$97.9B−$3.1B
- Q2 2021198 names$100B+$20.2B
- Q1 2021175 names$80.8B+$4.0B
- Q4 2020168 names$78.8B+$2.2B
- Q3 2020163 names$67.9B+$2.7B
- Q2 2020151 names$54.7B+$1.2B
- Q1 2020145 names$34.9B+$1.5B
- Q4 2019146 names$34.1B+$4.8B
- Q3 2019140 names$26.6B+$101M
- Q2 2019135 names$28.0B−$324M
- Q1 2019128 names$25.9B−$181M
- Q4 2018125 names$20.9B+$1.9B
- Q3 2018122 names$21.9B+$1.2B
- Q2 2018120 names$17.5B+$1.4B
- Q1 2018116 names$14.8B−$289M
- Q4 2017112 names$13.7B−$85.7M
- Q3 2017107 names$12.6B−$444M
- Q2 2017108 names$12.4B+$86.0M
- Q1 2017102 names$11.4B+$491M
- Q4 2016101 names$9.9B+$506M
- Q3 2016100 names$9.4B+$666M
- Q2 201696 names$8.2B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT121,220,561 shares · 39.3% of their software · price −$4.2B$58.6BFlat
- Uber Technologies, Inc.UBER80,196,924 shares · 4.4% of their software · price −$1.3B$6.6B+$177M
- Palo Alto NetworksPANW30,462,984 shares · 3.8% of their software · price −$592M$5.6BFlat
- OracleORCL27,125,099 shares · 3.5% of their software · price −$2.3B$5.3B+$139M
- PalantirPLTR29,206,906 shares · 3.5% of their software · price −$136M$5.2B−$189M
- SalesforceCRM19,009,146 shares · 3.4% of their software · price +$531M$5.0BFlat
- ShopifySHOP26,453,143 shares · 2.9% of their software · price +$327M$4.3B−$421M
- AppLovinAPP5,561,646 shares · 2.5% of their software · price −$249M$3.7B+$387M
- CloudflareNET18,009,245 shares · 2.4% of their software · price −$314M$3.6B−$215M
- ServiceNowNOW22,733,483 shares · 2.3% of their software · price −$17.4B$3.5B+$16.1B
- IntuitINTU5,100,857 shares · 2.3% of their software · price −$105M$3.4B+$41.6M
- CrowdStrikeCRWD6,216,679 shares · 2.0% of their software · price −$134M$2.9B−$121M
- Automatic Data Processing, Inc.ADP10,348,562 shares · 1.8% of their software · price −$375M$2.7B−$501M
- AdobeADBE6,195,038 shares · 1.5% of their software · price −$17.1M$2.2B−$253M
- SynopsysSNPS4,573,980 shares · 1.4% of their software · price −$108M$2.1B+$54.2M
- SnowflakeSNOW8,941,881 shares · 1.3% of their software · price −$55.4M$2.0B−$51.3M
- Roper Technologies, Inc.ROP3,376,267 shares · 1.0% of their software · price −$181M$1.5B−$266M
- Strategy IncMSTR9,380,398 shares · 1.0% of their software · price −$1.6B$1.4B+$310M
- Block, Inc.XYZ18,178,700 shares · 0.8% of their software · price −$131M$1.2B−$138M
- CadenceCDNS3,598,438 shares · 0.8% of their software · price −$139M$1.1BFlat
- TrimbleTRMB11,763,672 shares · 0.6% of their software · price −$38.8M$922M−$96.8M
- BroadridgeBR4,072,181 shares · 0.6% of their software · price −$61.1M$909M−$103M
- AutodeskADSK3,044,163 shares · 0.6% of their software · price −$65.9M$901M−$121M
- SAPSAP3,681,438 shares · 0.6% of their software · price −$89.5M$894M−$227M
- VeriskVRSK3,914,224 shares · 0.6% of their software · price −$109M$876M+$91.1M
- Fair IsaacFICO499,836 shares · 0.6% of their software · price +$97.0M$845M+$17.0M
- GoDaddyGDDY6,491,771 shares · 0.5% of their software · price −$82.8M$805MFlat
- Fiserv, Inc.FISV11,881,851 shares · 0.5% of their software · price −$734M$798M+$155M
- AtlassianTEAM4,822,007 shares · 0.5% of their software · price +$11.8M$782M+$265M
- ProcorePCOR9,820,381 shares · 0.5% of their software · price −$1.8M$714M−$17.6M
- WorkdayWDAY3,180,824 shares · 0.5% of their software · price −$82.5M$683MFlat
- SamsaraIOT19,068,362 shares · 0.5% of their software · price −$34.3M$676M−$104M
- FortinetFTNT8,312,273 shares · 0.4% of their software · price −$38.8M$660M−$206M
- MongoDBMDB1,381,364 shares · 0.4% of their software · price +$151M$580M−$416M
- Grab Holdings LimitedGRAB112,488,631 shares · 0.4% of their software · price −$116M$561M−$195M
- DatadogDDOG4,037,621 shares · 0.4% of their software · price −$25.9M$549M+$59.0M
- Paychex, Inc.PAYX4,843,248 shares · 0.4% of their software · price −$70.6M$543MFlat
- VeriSign, Inc.VRSN2,110,944 shares · 0.3% of their software · price −$77.3M$513M−$44.1M
- KlaviyoKVYO14,547,090 shares · 0.3% of their software · price +$69.5M$472M+$107M
- Tyler TechnologiesTYL1,030,300 shares · 0.3% of their software · price −$71.3M$468M−$10.8M
- MorningstarMORN2,006,325 shares · 0.3% of their software · price −$29.5M$436M+$11.0M
- Manhattan AssociatesMANH2,178,422 shares · 0.3% of their software · price −$69.0M$378M+$10.9M
- ToastTOST10,372,626 shares · 0.2% of their software · price −$10.4M$368M+$23.9M
- CoStarCSGP5,291,136 shares · 0.2% of their software · price −$90.6M$356M−$274M
- ZscalerZS1,557,640 shares · 0.2% of their software · price −$116M$350M+$94.5M
- FactSetFDS1,120,740 shares · 0.2% of their software · price +$4.1M$325M−$300M
- VeevaVEEV1,431,519 shares · 0.2% of their software · price −$107M$320M−$9.8M
- NetApp, Inc.NTAP2,957,076 shares · 0.2% of their software · price −$33.6M$317MFlat
- WEX Inc.WEX2,111,108 shares · 0.2% of their software · price −$18.0M$315M−$97.8M
- TwilioTWLO2,176,841 shares · 0.2% of their software · price +$91.8M$310M−$52.4M
- The Trade DeskTTD7,298,353 shares · 0.2% of their software · price −$80.6M$277M−$181M
- BlackbaudBLKB4,318,917 shares · 0.2% of their software · price −$4.3M$273MFlat
- CoreWeave, Inc.CRWV3,056,943 shares · 0.1% of their software · price −$199M$219M−$153M
- F5, Inc.FFIV841,054 shares · 0.1% of their software · price −$57.1M$215M−$13.5M
- PTCPTC1,219,489 shares · 0.1% of their software · price −$35.1M$212M+$23.1M
- Bentley SystemsBSY5,473,937 shares · 0.1% of their software · price −$72.9M$209M+$52.0M
- DocuSignDOCU2,962,100 shares · 0.1% of their software · price −$10.9M$203M−$10.7M
- HubSpotHUBS497,214 shares · 0.1% of their software · price −$33.1M$200M+$77.6M
- Clearwater AnalyticsCWAN7,855,686 shares · 0.1% of their software$189M—
- DropboxDBX6,612,123 shares · 0.1% of their software · price −$15.9M$184M+$7.5M
- Corpay, Inc.CPAY593,702 shares · 0.1% of their software · price +$7.6M$179M−$39.5M
- Lyft, Inc.LYFT8,797,523 shares · 0.1% of their software · price −$23.2M$170M+$70.5M
- Global-EGLBE4,267,715 shares · 0.1% of their software · price +$15.2M$168M−$122M
- UnityU3,773,089 shares · 0.1% of their software · price +$15.6M$167M−$5.9M
- Full Truck Alliance Co. Ltd.YMM14,769,842 shares · 0.1% of their software · price −$33.1M$158M−$112M
- Check PointCHKP841,901 shares · 0.1% of their software · price −$18.0M$156MFlat
- Gen DigitalGEN5,677,523 shares · 0.1% of their software · price −$6.8M$154M−$24.8M
- UiPathPATH9,310,304 shares · 0.1% of their software · price +$28.0M$153M+$43.7M
- OktaOKTA1,722,952 shares · 0.1% of their software · price −$9.0M$149MFlat
- AkamaiAKAM1,680,801 shares · 0.1% of their software · price +$19.3M$147M−$13.1M
- ZoomZM1,618,308 shares · 0.1% of their software · price +$6.1M$140M−$71.0M
- DescartesDSGX1,584,393 shares · 0.1% of their software · price −$10.4M$139M+$73.6M
- InterDigital, Inc.IDCC435,194 shares · 0.1% of their software · price −$11.7M$139M−$9.0M
- monday.comMNDY907,723 shares · 0.1% of their software · price −$41.9M$134M−$18.7M
- Figma, Inc.FIG3,539,626 shares · 0.1% of their software · price −$51.3M$132M+$76.2M
- Amdocs LimitedDOX1,575,916 shares · 0.1% of their software · price −$2.4M$127M−$3.0M
- PaylocityPCTY817,209 shares · 0.1% of their software · price −$5.5M$125M+$70.4M
- PaycomPAYC726,809 shares · 0.1% of their software · price −$35.5M$116M−$46.4M
- GuidewireGWRE567,172 shares · 0.1% of their software · price −$16.4M$114M−$18.9M
- AvePointAVPT7,871,282 shares · 0.1% of their software · price −$8.8M$109M+$93.1M
- WorkivaWK1,265,693 shares · 0.1% of their software$109M+$19.0M
- WixWIX1,046,381 shares · 0.1% of their software · price −$77.2M$109M+$45.3M
- DynatraceDT2,494,681 shares · 0.1% of their software · price −$12.7M$108M+$46.8M
- ACI WorldwideACIW2,188,415 shares · 0.1% of their software · price −$10.9M$105M+$6.5M
- BILLBILL1,897,935 shares · 0.1% of their software · price +$3.0M$104M+$56.1M
- JFrogFROG1,562,151 shares · 0.1% of their software · price +$23.6M$97.6M+$62.6M
- NutanixNTNX1,886,770 shares · 0.1% of their software · price −$42.8M$97.5M−$96.0M
- CCC Intelligent Solutions Holdings Inc.CCC12,233,467 shares · 0.1% of their software · price −$14.2M$97.3M−$8.8M
- TeradataTDC3,151,388 shares · 0.1% of their software · price +$28.1M$95.9M+$24.4M
- CommvaultCVLT764,565 shares · 0.1% of their software · price −$48.5M$95.8M−$21.6M
- Rubrik, Inc.RBRK1,242,771 shares · 0.1% of their software · price −$7.2M$95.0M−$36.2M
- SS&CSSNC1,085,208 shares · 0.1% of their software · price −$1.5M$94.9M+$3.8M
- Clear Secure, Inc.YOU2,696,837 shares · 0.1% of their software · price +$4.6M$94.6M+$5.1M
- OpenTextOTEX2,884,381 shares · 0.1% of their software · price −$13.8M$94.0M+$46.9M
- QualysQLYS691,800 shares · 0.1% of their software$91.9M−$5.3M
- SoundHound AI, Inc.SOUN8,987,522 shares · 0.1% of their software · price −$54.9M$89.6M+$46.9M
- FastlyFSLY8,339,234 shares · 0.1% of their software · price +$13.6M$84.9M+$9.2M
- Euronet Worldwide, Inc.EEFT1,069,863 shares · 0.1% of their software · price −$12.5M$81.4M−$4.9M
- SPS CommerceSPSC872,018 shares · 0.1% of their software · price −$13.1M$77.7M−$10.6M
- DuolingoDUOL413,487 shares · 0.0% of their software · price −$60.5M$72.6M+$4.8M
- PegasystemsPEGA1,200,213 shares · 0.0% of their software · price +$2.7M$71.7M−$15.9M
- BlackLineBL1,274,776 shares · 0.0% of their software · price +$2.8M$70.5MFlat
- Shift4 Payments, Inc.FOUR1,101,671 shares · 0.0% of their software · price −$15.9M$69.4M−$92.8M
- Q2QTWO950,214 shares · 0.0% of their software$68.6M−$2.8M
- Alarm.com Holdings, Inc.ALRM1,338,254 shares · 0.0% of their software · price −$2.8M$68.3MFlat
- ePlus inc.PLUS752,440 shares · 0.0% of their software · price +$12.6M$66.0M−$1.4M
- C3.aiAI4,824,499 shares · 0.0% of their software · price −$18.6M$65.0M+$1.6M
- DoximityDOCS1,449,907 shares · 0.0% of their software · price −$41.9M$64.2M+$9.5M
- TenableTENB2,728,338 shares · 0.0% of their software · price −$15.4M$64.2M+$12.1M
- AppFolioAPPF275,549 shares · 0.0% of their software · price −$11.9M$64.1M+$8.6M
- NICENICE562,764 shares · 0.0% of their software · price −$17.9M$63.6M−$38.7M
- Radware Ltd.RDWR2,619,687 shares · 0.0% of their software · price −$6.3M$63.1M+$15.6M
- SprinklrCXM7,568,609 shares · 0.0% of their software$58.9M+$1.9M
- BoxBOX1,806,394 shares · 0.0% of their software · price −$4.3M$54.0M+$2.0M
- ElasticESTC678,714 shares · 0.0% of their software · price −$6.1M$51.2M−$21.2M
- VaronisVRNS1,548,868 shares · 0.0% of their software · price −$38.2M$50.8M+$33.4M
- SentinelOneS3,362,472 shares · 0.0% of their software · price −$8.8M$50.4M+$27.7M
- AppianAPPN1,420,031 shares · 0.0% of their software · price +$6.9M$50.3M+$5.5M
- GitLabGTLB1,339,022 shares · 0.0% of their software · price −$10.1M$50.3M−$29.3M
- ServiceTitanTTAN468,379 shares · 0.0% of their software · price +$2.7M$49.9M−$32.5M
- Donnelley Financial Solutions, Inc.DFIN1,047,536 shares · 0.0% of their software · price −$5.0M$48.9M−$13.1M
- Core Scientific, Inc.CORZ3,338,427 shares · 0.0% of their software · price −$11.3M$48.6M+$34.5M
- CertaraCERT5,055,818 shares · 0.0% of their software · price −$17.2M$44.5M+$23.0M
- NCR Atleos CorporationNATL1,168,276 shares · 0.0% of their software · price −$1.4M$44.5M+$4.9M
- Cellebrite DI Ltd.CLBT2,390,114 shares · 0.0% of their software · price −$1.2M$43.1M−$9.1M
- AlkamiALKT1,739,146 shares · 0.0% of their software · price −$3.1M$40.1M+$13.1M
- DoubleVerifyDV3,428,434 shares · 0.0% of their software · price −$1.9M$39.2M−$2.1M
- Sportradar Group AGSRAD1,624,216 shares · 0.0% of their software · price −$5.1M$38.6M−$26.3M
- WeRide Inc.WRD4,395,922 shares · 0.0% of their software · price −$5.4M$38.2M+$31.1M
- AsanaASAN2,647,505 shares · 0.0% of their software · price +$927K$36.3M+$8.3M
- Payoneer Global Inc.PAYO6,300,854 shares · 0.0% of their software · price −$2.7M$35.4M+$2.3M
- PagSeguro Digital Ltd.PAGS3,542,106 shares · 0.0% of their software · price −$1.3M$34.1MFlat
- Calix, Inc.CALX622,875 shares · 0.0% of their software · price −$5.3M$33.0M+$3.7M
- FreshworksFRSH2,516,355 shares · 0.0% of their software · price +$1.2M$30.8M+$13.7M
- DigitalOceanDOCN632,588 shares · 0.0% of their software · price +$8.8M$30.4M−$11.1M
- MagniteMGNI1,862,538 shares · 0.0% of their software · price −$10.3M$30.2M−$4.0M
- Zeta GlobalZETA1,466,553 shares · 0.0% of their software · price +$704K$29.8M+$8.1M
- DLocal LimitedDLO2,080,513 shares · 0.0% of their software$29.4M+$1.4M
- nCinoNCNO1,142,457 shares · 0.0% of their software · price −$1.7M$29.3M−$575K
- Netskope, Inc.NTSK1,655,572 shares · 0.0% of their software · price −$8.6M$29.0M+$3.6M
- StoneCo Ltd.STNE1,958,900 shares · 0.0% of their software · price −$8.1M$29.0M+$4.0M
- Pagaya Technologies Ltd.PGY1,326,266 shares · 0.0% of their software · price −$11.7M$27.7M+$5.8M
- WaystarWAY838,814 shares · 0.0% of their software · price −$4.3M$27.5M−$5.3M
- Life360, Inc.LIF416,566 shares · 0.0% of their software · price −$17.6M$26.7M+$16.1M
- FlywireFLYW1,878,954 shares · 0.0% of their software · price +$1.2M$26.6M+$5.8M
- LiveRamp Holdings, Inc.RAMP899,142 shares · 0.0% of their software · price +$2.0M$26.4MFlat
- Agilysys, Inc.AGYS218,719 shares · 0.0% of their software · price +$3.0M$26.0M−$1.2M
- ProgressPRGS589,875 shares · 0.0% of their software · price −$572K$25.3M+$4.2M
- NetScout Systems, Inc.NTCT913,334 shares · 0.0% of their software · price +$1.1M$24.7M−$1.1M
- Lesaka Technologies, Inc.LSAK5,129,612 shares · 0.0% of their software · price +$3.2M$24.5MFlat
- RingCentralRNG804,194 shares · 0.0% of their software$23.2M+$10.1M
- Joint Stock Company Kaspi.kzKSPI285,138 shares · 0.0% of their software · price −$1.0M$22.3M+$7.5M
- PagerDutyPD1,656,960 shares · 0.0% of their software · price −$5.7M$21.7M+$5.6M
- SchrödingerSDGR1,186,698 shares · 0.0% of their software · price −$2.6M$21.2M−$11.0M
- Alight, Inc.ALIT9,866,629 shares · 0.0% of their software · price −$12.9M$19.2M+$21.8M
- VertexVERX924,888 shares · 0.0% of their software · price −$4.5M$18.5M−$1.2M
- Simulations PlusSLP1,000,149 shares · 0.0% of their software · price +$3.2M$18.2M−$4.5M
- Adeia Inc.ADEA1,048,703 shares · 0.0% of their software$18.1M+$2.6M
- Five9FIVN900,301 shares · 0.0% of their software · price −$3.7M$18.1M−$2.9M
- GigaCloud Technology Inc.GCT425,045 shares · 0.0% of their software · price +$4.6M$16.7M+$2.6M
- BrazeBRZE460,885 shares · 0.0% of their software · price +$2.7M$15.8M−$15.6M
- EVERTEC, Inc.EVTC539,746 shares · 0.0% of their software · price −$2.5M$15.7M+$1.8M
- Dave Inc.DAVE68,155 shares · 0.0% of their software · price +$1.5M$15.1M−$9.8M
- ZoomInfoZI1,424,261 shares · 0.0% of their software$14.5M—
- CourseraCOUR1,948,478 shares · 0.0% of their software · price −$8.5M$14.3M−$5.6M
- A10 Networks, Inc.ATEN804,350 shares · 0.0% of their software$14.2M+$887K
- Upbound Group, Inc.UPBD808,377 shares · 0.0% of their software · price −$4.9M$14.2M+$943K
- Via Transportation, Inc.VIA475,695 shares · 0.0% of their software · price −$9.1M$13.8M+$1.4M
- Chime Financial, Inc.CHYM532,947 shares · 0.0% of their software · price +$2.7M$13.4M+$5.4M
- Remitly Global, Inc.RELY918,981 shares · 0.0% of their software · price −$2.3M$12.7M−$11.2M
- Xunlei LimitedXNET1,732,013 shares · 0.0% of their software · price −$4.3M$12.3M+$1.8M
- Rapid7RPD777,944 shares · 0.0% of their software · price −$2.8M$11.8M+$5.3M
- PDF Solutions, Inc.PDFS399,222 shares · 0.0% of their software · price +$1.1M$11.4M+$1.1M
- Diebold Nixdorf, IncorporatedDBD166,275 shares · 0.0% of their software · price +$1.8M$11.3M+$3.6M
- Grindr Inc.GRND798,403 shares · 0.0% of their software · price −$1.2M$10.8M−$5.4M
- Bitdeer Technologies GroupBTDR912,096 shares · 0.0% of their software · price −$5.4M$10.2M+$8.1M
- N-ableNABL1,346,084 shares · 0.0% of their software$10.1M+$2.0M
- Sprout SocialSPT842,969 shares · 0.0% of their software · price −$1.4M$9.5M−$17.1M
- Duos Technologies Group, Inc.DUOT807,552 shares · 0.0% of their software · price +$3.1M$9.1M+$3.7M
- PAR Technology CorporationPAR237,236 shares · 0.0% of their software · price −$783K$8.6M−$1.2M
- PhreesiaPHR507,786 shares · 0.0% of their software · price −$3.4M$8.6M+$3.1M
- LightspeedLSPD694,506 shares · 0.0% of their software$8.4M+$5.9M
- Yalla Group LimitedYALA1,201,008 shares · 0.0% of their software · price −$685K$8.3M−$1.5M
- NIQ Global Intelligence plcNIQ495,818 shares · 0.0% of their software$8.2M+$7.1M
- AmplitudeAMPL685,561 shares · 0.0% of their software · price +$590K$7.9M−$881K
- Cerence Inc.CRNC724,578 shares · 0.0% of their software · price −$1.3M$7.7M+$2.9M
- OneSpan Inc.OSPN601,322 shares · 0.0% of their software · price −$1.8M$7.7M+$1.2M
- Intapp, Inc.INTA165,673 shares · 0.0% of their software · price +$815K$7.6M−$1.5M
- BlackBerry LimitedBB1,948,765 shares · 0.0% of their software · price −$2.1M$7.4M−$525K
- Digital TurbineAPPS1,427,510 shares · 0.0% of their software · price −$2.0M$7.1M−$1.3M
- Aeva Technologies, Inc.AEVA523,406 shares · 0.0% of their software · price −$639K$7.0M+$4.4M
- Sabre CorporationSABR5,095,875 shares · 0.0% of their software · price −$2.4M$6.9M+$4.3M
- Red Violet, Inc.RDVT119,941 shares · 0.0% of their software · price +$564K$6.8MFlat
- PaymentusPAY216,198 shares · 0.0% of their software$6.8M+$522K
- SailPointSAIL334,014 shares · 0.0% of their software · price −$618K$6.8MFlat
- BullishBLSH163,220 shares · 0.0% of their software · price −$4.2M$6.2M+$6.8M
- NextNav Inc.NN370,909 shares · 0.0% of their software · price +$868K$6.2M−$3.1M
- Ooma, Inc.OOMA525,921 shares · 0.0% of their software$6.2M+$1.1M
- Allot Ltd.ALLT603,888 shares · 0.0% of their software$5.9M+$2.1M
- SemrushSEMR457,389 shares · 0.0% of their software$5.4M—
- Ibotta, Inc.IBTA227,070 shares · 0.0% of their software · price −$1.2M$5.2M−$2.8M
- Agora, Inc.API1,242,117 shares · 0.0% of their software$5.1M+$1.6M
- Navan, Inc.NAVN274,399 shares · 0.0% of their software$4.7MNew · +$4.7M
- Repay Holdings CorporationRPAY1,214,955 shares · 0.0% of their software · price −$1.9M$4.4MFlat
- YextYEXT546,801 shares · 0.0% of their software$4.4M−$1.4M
- Consensus Cloud Solutions, Inc.CCSI201,546 shares · 0.0% of their software · price −$1.5M$4.4M+$773K
- PowerFleet, Inc.AIOT823,929 shares · 0.0% of their software$4.4M+$824K
- SmartRent, Inc.SMRT2,145,427 shares · 0.0% of their software · price +$1.3M$4.3MFlat
- Daily Journal CorporationDJCO8,288 shares · 0.0% of their software$4.0M−$2.4M
- Bandwidth Inc.BAND245,250 shares · 0.0% of their software$3.8M−$864K
- Karooooo Ltd.KARO75,914 shares · 0.0% of their software · price −$882K$3.5MFlat
- Definitive HealthcareDH1,123,646 shares · 0.0% of their software · price −$1.3M$3.2M−$1.1M
- Mitek Systems, Inc.MITK301,852 shares · 0.0% of their software$3.2M+$1.2M
- Xperi Inc.XPER531,752 shares · 0.0% of their software$3.1MFlat
- Tuya Inc.TUYA1,461,164 shares · 0.0% of their software · price −$526K$3.1M−$2.6M
- DoceboDCBO138,536 shares · 0.0% of their software · price −$711K$3.1M+$1.9M
- i3 Verticals, Inc.IIIV117,892 shares · 0.0% of their software · price −$857K$3.0MFlat
- PubMaticPUBM320,392 shares · 0.0% of their software$2.8M+$1.3M
- CS Disco, Inc.LAW355,218 shares · 0.0% of their software$2.8M+$505K
- International Money Express, Inc.IMXI162,009 shares · 0.0% of their software$2.5MFlat
- VTEXVTEX642,560 shares · 0.0% of their software$2.4M+$1.5M
- Kingsoft Cloud Holdings LimitedKC206,541 shares · 0.0% of their software · price −$946K$2.1M−$1.9M
- Thryv Holdings, Inc.THRY347,667 shares · 0.0% of their software · price −$2.1M$2.1M−$2.6M
- BackblazeBLZE440,647 shares · 0.0% of their software · price −$2.0M$2.1M−$678K
- SimilarwebSMWB256,660 shares · 0.0% of their software$1.9MFlat
- Commerce.com, Inc.CMRC462,008 shares · 0.0% of their software$1.9M+$1.2M
- Immersion CorporationIMMR277,578 shares · 0.0% of their software$1.9MFlat
- Rezolve AI PLCRZLV731,243 shares · 0.0% of their software · price −$1.8M$1.9MFlat
- 8x8EGHT931,993 shares · 0.0% of their software$1.8M—
- Viant Technology Inc.DSP148,841 shares · 0.0% of their software · price +$508K$1.8MFlat
- AEye, Inc.LIDR957,193 shares · 0.0% of their software · price −$622K$1.8M+$1.1M
- MNTN, Inc.MNTN140,338 shares · 0.0% of their software · price −$928K$1.7MFlat
- EverCommerceEVCM126,625 shares · 0.0% of their software$1.5MFlat
- Rimini Street, Inc.RMNI391,369 shares · 0.0% of their software$1.5MFlat
- CURRENC Group Inc.CURR729,215 shares · 0.0% of their software$1.3M+$694K
- Cognyte Software Ltd.CGNT136,932 shares · 0.0% of their software$1.3M−$700K
- eGain CorporationEGAN123,391 shares · 0.0% of their software$1.3M+$505K
- Paysafe LimitedPSFE151,881 shares · 0.0% of their software · price −$734K$1.2MFlat
- Blend Labs, Inc.BLND381,929 shares · 0.0% of their software$1.2M−$1.4M
- Telos CorporationTLS226,105 shares · 0.0% of their software$1.2MFlat
- MIND C.T.I. LtdMNDO994,951 shares · 0.0% of their software$1.1MFlat
- Ribbon Communications Inc.RBBN392,391 shares · 0.0% of their software$1.1MFlat
- Rackspace Technology, Inc.RXT1,110,386 shares · 0.0% of their software$1.1M−$1.6M
- Paysign, Inc.PAYS207,525 shares · 0.0% of their software$1.1MFlat
- Yuanbao Inc.YB52,550 shares · 0.0% of their software$1.1M−$2.0M
- ReposiTrak, Inc.TRAK83,373 shares · 0.0% of their software$1.0M+$546K
- DomoDOMO119,722 shares · 0.0% of their software$1.0M—
- SoundThinking, Inc.SSTI117,304 shares · 0.0% of their software$942K+$654K
- A2Z Cust2Mate Solutions Corp.AZ138,831 shares · 0.0% of their software$904K+$603K
- Veritone, Inc.VERI193,496 shares · 0.0% of their software$900K+$696K
- Kodiak AI, Inc.KDK77,066 shares · 0.0% of their software$842K+$513K
- Expensify, Inc.EXFY531,276 shares · 0.0% of their software$802KFlat
- Health CatalystHCAT333,955 shares · 0.0% of their software$798KFlat
- Asure Software, Inc.ASUR84,072 shares · 0.0% of their software$792KFlat
- Tucows Inc.TCX35,034 shares · 0.0% of their software$785KFlat
- Blaize Holdings, Inc.BZAI398,362 shares · 0.0% of their software · price −$598K$777K+$973K
- Palladyne AI Corp.PDYN166,891 shares · 0.0% of their software · price −$723K$711K+$564K
- Forum Markets, IncorporatedFRMM141,112 shares · 0.0% of their software$691KNew · Flat
- Materialise NVMTLS118,885 shares · 0.0% of their software$660KFlat
- BTQ Technologies Corp.BTQ119,906 shares · 0.0% of their software$614KFlat
- Intellicheck, Inc.IDN89,312 shares · 0.0% of their software$597KFlat
- Gorilla Technology Group Inc.GRRR53,689 shares · 0.0% of their software$586KFlat
- Priority Technology Holdings, Inc.PRTH101,443 shares · 0.0% of their software$553K−$1.7M
- Endava plcDAVA86,563 shares · 0.0% of their software$547KFlat
- Kaltura, Inc.KLTR316,231 shares · 0.0% of their software$519KFlat
- Datavault AI Inc.DVLT773,763 shares · 0.0% of their software$505K+$841K
- Riskified Ltd.RSKD100,744 shares · 0.0% of their software$501KFlat
- Obook Holdings Inc.OWLS74,088 shares · 0.0% of their software$495KNew · Flat
- Bakkt, Inc.BKKT48,146 shares · 0.0% of their software · price −$1.1M$483K+$1.2M
- ZenaTech, Inc.ZENA131,116 shares · 0.0% of their software$420KFlat
- Nerdy Inc.NRDY387,697 shares · 0.0% of their software$403KFlat
- AudioEye, Inc.AEYE33,836 shares · 0.0% of their software$338KFlat
- Airship AI Holdings, Inc.AISP101,769 shares · 0.0% of their software$294KSplit
- Perfect Corp.PERF144,972 shares · 0.0% of their software$262KFlat
- DHI Group, Inc.DHX159,111 shares · 0.0% of their software$247KFlat
- Silvaco Group, Inc.SVCO58,217 shares · 0.0% of their software$236KFlat
- Arqit Quantum Inc.ARQQ10,045 shares · 0.0% of their software$220KFlat
- Alarum Technologies Ltd.ALAR25,025 shares · 0.0% of their software$215KFlat
- Rekor Systems, Inc.REKR123,350 shares · 0.0% of their software$170KFlat
- NetClass Technology IncNTCL481,264 shares · 0.0% of their software · price −$536K$166KFlat
- SuperX AI Technology LimitedSUPX7,411 shares · 0.0% of their software$116KNew · Flat
- Sangoma Technologies CorporationSANG19,700 shares · 0.0% of their software$100KFlat
- Wealthfront CorporationWLTH7,284 shares · 0.0% of their software$99KNew · Flat
- AI Financial CorporationAIFC89,549 shares · 0.0% of their software$99KFlat
- Brand Engagement Network, Inc.BNAI36,459 shares · 0.0% of their software$85KNew · Flat
- Usio, Inc.USIO56,135 shares · 0.0% of their software$76KFlat
- Exodus Movement, Inc.EXOD3,762 shares · 0.0% of their software$56KFlat
- Roadzen, Inc.RDZN16,686 shares · 0.0% of their software$40KFlat
- Freightos LimitedCRGO15,652 shares · 0.0% of their software$36KFlat
- VirnetX Holding CorporationVHC1,689 shares · 0.0% of their software$28KFlat
- Smartbird, IncBIRD5,895 shares · 0.0% of their software$24KFlat
- Aurora Mobile LimitedJG3,490 shares · 0.0% of their software$22KFlat
- SkyAI, Inc.SKYA8,649 shares · 0.0% of their software$18KFlat
- Intellinetics, Inc.INLX2,000 shares · 0.0% of their software$16KFlat
- VirTra, Inc.VTSI3,385 shares · 0.0% of their software$14KFlat
- Perpetuals.com LtdPDC1,947 shares · 0.0% of their software$13KFlat
- Versus Systems Inc.VS9,063 shares · 0.0% of their software$11KFlat
- Rocket One Inc.RKTO10,006 shares · 0.0% of their software$10KFlat
- TON Strategy CompanyTONX4,098 shares · 0.0% of their software$8KFlat
- Axe Compute Inc.AGPU1,000 shares · 0.0% of their software$7KNew · Flat
- MicroCloud Hologram Inc.HOLO2,197 shares · 0.0% of their software$6KFlat
- Research Solutions, Inc.RSSS1,932 shares · 0.0% of their software$6KFlat
- Nayax Ltd.NYAX112 shares · 0.0% of their software$6KFlat
- Cyngn Inc.CYN1,800 shares · 0.0% of their software$4KFlat
- NetSol Technologies, Inc.NTWK1,075 shares · 0.0% of their software$3KFlat
- Beamr Imaging Ltd.BMR1,890 shares · 0.0% of their software$3KFlat
- authID Inc.AUID2,941 shares · 0.0% of their software$3KFlat
- CISO Global Inc.CISO3,021 shares · 0.0% of their software$1KFlat
- XBP Global Holdings, Inc.XBP205 shares · 0.0% of their software$1KNew · Flat
- Cloudastructure Inc.CSAI1,313 shares · 0.0% of their software$1KFlat
- comScore, Inc.SCOR106 shares · 0.0% of their software$689Flat
- Katapult Holdings, Inc.KPLT87 shares · 0.0% of their software$562New · Flat
- Next Technology Holding Inc.NXTT54 shares · 0.0% of their software$326Flat
- Nvni Group LimitedNVNI100 shares · 0.0% of their software$265New · Flat
- Phunware, Inc.PHUN115 shares · 0.0% of their software$213Flat
- The OLB Group, Inc.OLB300 shares · 0.0% of their software$186Flat
- Taoping Inc.TAOP26 shares · 0.0% of their software$36Flat
- Intrusion Inc.INTZ15 shares · 0.0% of their software$17Flat
- Orangekloud Technology Inc.ORKT24 shares · 0.0% of their software$16Flat
- Black Titan CorporationBTTC1 shares · 0.0% of their software$2New · Flat
- Inuvo, Inc.INUV1 shares · 0.0% of their software$2Flat
