Generalist · New York, NY
Morgan Stanley
Q1 2026 · compared with Q4 2025
- Software
- $118B
- Weight of 13F
- 7.1%
- Names
- 331
- Net bought
- +$3.1B
8,037 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
- MicrosoftMSFT124,881,288 shares · 39.3% of their software · price −$14.2B$46.2B+$1.8B
- SalesforceCRM31,675,603 shares · 5.0% of their software · price −$2.5B$5.9B+$3.4B
- Uber Technologies, Inc.UBER77,069,501 shares · 4.7% of their software · price −$754M$5.5B−$256M
- Palo Alto NetworksPANW32,318,958 shares · 4.4% of their software · price −$772M$5.2B+$342M
- PalantirPLTR32,202,689 shares · 4.0% of their software · price −$1.0B$4.7B+$533M
- OracleORCL29,132,672 shares · 3.6% of their software · price −$1.4B$4.3B+$391M
- CloudflareNET15,883,321 shares · 2.8% of their software · price +$146M$3.3B−$419M
- ShopifySHOP24,704,666 shares · 2.5% of their software · price −$1.0B$2.9B−$281M
- CrowdStrikeCRWD6,557,957 shares · 2.2% of their software · price −$514M$2.6B+$160M
- IntuitINTU5,688,825 shares · 2.1% of their software · price −$1.3B$2.5B+$389M
- ServiceNowNOW23,347,995 shares · 2.1% of their software · price −$1.1B$2.4B+$94.1M
- AppLovinAPP5,604,841 shares · 1.9% of their software · price −$1.5B$2.2BFlat
- SynopsysSNPS3,915,831 shares · 1.3% of their software · price −$287M$1.6B−$309M
- AdobeADBE5,676,933 shares · 1.2% of their software · price −$607M$1.4B−$181M
- Automatic Data Processing, Inc.ADP6,394,435 shares · 1.1% of their software · price −$346M$1.3B−$1.0B
- Strategy IncMSTR9,286,014 shares · 1.0% of their software · price −$252M$1.2B−$14.3M
- SnowflakeSNOW7,213,093 shares · 0.9% of their software · price −$494M$1.1B−$379M
- CadenceCDNS3,474,474 shares · 0.8% of their software · price −$121M$965M−$38.7M
- Block, Inc.XYZ15,880,557 shares · 0.8% of their software · price −$78.0M$956M−$150M
- VeriskVRSK4,689,138 shares · 0.8% of their software · price −$159M$890M+$173M
- FortinetFTNT8,844,318 shares · 0.6% of their software · price +$20.4M$723M+$42.2M
- AutodeskADSK2,881,899 shares · 0.6% of their software · price −$163M$690M−$48.0M
- Tyler TechnologiesTYL1,936,997 shares · 0.6% of their software · price −$216M$663M+$412M
- TrimbleTRMB10,101,589 shares · 0.6% of their software · price −$133M$659M−$130M
- Fair IsaacFICO604,697 shares · 0.5% of their software · price −$377M$646M+$177M
- SAPSAP3,616,017 shares · 0.5% of their software · price −$259M$619M−$15.9M
- DatadogDDOG5,062,213 shares · 0.5% of their software · price −$90.8M$598M+$139M
- VeriSign, Inc.VRSN2,308,654 shares · 0.5% of their software · price +$12.5M$573M+$48.0M
- Roper Technologies, Inc.ROP1,587,357 shares · 0.5% of their software · price −$145M$562M−$796M
- GoDaddyGDDY6,581,311 shares · 0.5% of their software · price −$273M$544M+$11.1M
- ProcorePCOR9,081,002 shares · 0.4% of their software · price −$143M$518M−$53.8M
- Grab Holdings LimitedGRAB133,501,940 shares · 0.4% of their software · price −$178M$489M+$105M
- Paychex, Inc.PAYX5,298,028 shares · 0.4% of their software · price −$106M$488M+$51.0M
- Fiserv, Inc.FISV7,937,615 shares · 0.4% of their software · price −$90.3M$443M−$265M
- Manhattan AssociatesMANH2,830,006 shares · 0.3% of their software · price −$114M$377M+$113M
- WorkdayWDAY2,738,178 shares · 0.3% of their software · price −$232M$356M−$95.1M
- BroadridgeBR2,026,373 shares · 0.3% of their software · price −$123M$329M−$457M
- WEX Inc.WEX2,100,268 shares · 0.3% of their software · price +$8.5M$321MFlat
- NetApp, Inc.NTAP3,035,748 shares · 0.3% of their software · price −$14.3M$311M+$8.4M
- HubSpotHUBS1,267,287 shares · 0.3% of their software · price −$199M$309M+$309M
- ToastTOST11,659,138 shares · 0.3% of their software · price −$105M$309M+$45.7M
- MongoDBMDB1,217,996 shares · 0.3% of their software · price −$213M$298M−$68.6M
- MorningstarMORN1,730,549 shares · 0.2% of their software · price −$83.5M$293M−$59.9M
- AtlassianTEAM4,233,422 shares · 0.2% of their software · price −$397M$289M−$95.4M
- SamsaraIOT8,417,014 shares · 0.2% of their software · price −$31.6M$267M−$378M
- F5, Inc.FFIV855,907 shares · 0.2% of their software · price +$29.2M$248M+$3.8M
- AkamaiAKAM2,154,747 shares · 0.2% of their software · price +$59.5M$247M+$41.4M
- VeevaVEEV1,398,621 shares · 0.2% of their software · price −$66.5M$246M−$7.3M
- TwilioTWLO1,865,101 shares · 0.2% of their software · price −$30.6M$235M−$44.3M
- FactSetFDS1,050,320 shares · 0.2% of their software · price −$76.9M$228M−$20.4M
- CoreWeave, Inc.CRWV2,843,204 shares · 0.2% of their software · price +$16.7M$220M−$15.3M
- CoStarCSGP5,412,615 shares · 0.2% of their software · price −$146M$218M+$8.2M
- Bentley SystemsBSY6,089,960 shares · 0.2% of their software · price −$18.5M$214M+$23.5M
- Corpay, Inc.CPAY686,011 shares · 0.2% of their software · price −$6.8M$200M+$27.8M
- The Trade DeskTTD8,767,560 shares · 0.2% of their software · price −$134M$199M+$55.8M
- PTCPTC1,337,974 shares · 0.2% of their software · price −$42.4M$191M+$20.6M
- ZscalerZS1,281,864 shares · 0.2% of their software · price −$108M$180M−$62.0M
- BlackbaudBLKB4,265,345 shares · 0.1% of their software · price −$105M$165M−$3.4M
- Check PointCHKP1,139,046 shares · 0.1% of their software · price −$48.6M$163M+$55.1M
- OktaOKTA1,851,201 shares · 0.1% of their software · price −$14.4M$146M+$11.1M
- UnityU6,638,790 shares · 0.1% of their software · price −$148M$146M+$127M
- PaylocityPCTY1,336,720 shares · 0.1% of their software · price −$59.4M$144M+$79.2M
- Gen DigitalGEN7,598,571 shares · 0.1% of their software · price −$63.5M$143M+$52.2M
- DropboxDBX6,252,381 shares · 0.1% of their software · price −$31.8M$142M−$10.0M
- DocuSignDOCU2,757,156 shares · 0.1% of their software · price −$57.9M$131M−$14.0M
- ZoomZM1,576,073 shares · 0.1% of their software · price −$9.3M$127M−$3.6M
- Clear Secure, Inc.YOU2,601,211 shares · 0.1% of their software · price +$34.7M$126M−$3.4M
- InterDigital, Inc.IDCC386,356 shares · 0.1% of their software · price −$6.3M$117M−$15.5M
- Figma, Inc.FIG5,500,993 shares · 0.1% of their software · price −$89.3M$116M+$73.3M
- GuidewireGWRE720,134 shares · 0.1% of their software · price −$37.1M$108M+$30.7M
- DescartesDSGX1,488,629 shares · 0.1% of their software · price −$24.0M$107M−$8.4M
- CCC Intelligent Solutions Holdings Inc.CCC16,750,397 shares · 0.1% of their software · price −$32.7M$101M+$35.9M
- PaycomPAYC819,986 shares · 0.1% of their software · price −$31.0M$99.7M+$14.8M
- KlaviyoKVYO5,067,690 shares · 0.1% of their software · price −$65.9M$98.6M−$308M
- Lyft, Inc.LYFT7,212,400 shares · 0.1% of their software · price −$43.8M$95.9M−$30.7M
- UiPathPATH8,503,907 shares · 0.1% of their software · price −$45.0M$94.4M−$13.2M
- DuolingoDUOL953,769 shares · 0.1% of their software · price −$73.4M$94.0M+$94.8M
- Amdocs LimitedDOX1,378,348 shares · 0.1% of their software · price −$21.0M$90.0M−$15.9M
- DynatraceDT2,414,757 shares · 0.1% of their software · price −$15.4M$89.3M−$3.5M
- SS&CSSNC1,290,472 shares · 0.1% of their software · price −$25.6M$87.2M+$17.9M
- Rubrik, Inc.RBRK1,722,181 shares · 0.1% of their software · price −$47.4M$84.3M+$36.7M
- OpenTextOTEX3,718,579 shares · 0.1% of their software · price −$38.5M$82.7M+$27.2M
- Radware Ltd.RDWR3,055,595 shares · 0.1% of their software · price +$6.8M$80.4M+$10.5M
- Full Truck Alliance Co. Ltd.YMM9,512,637 shares · 0.1% of their software · price −$23.1M$79.0M−$56.4M
- ACI WorldwideACIW1,913,053 shares · 0.1% of their software · price −$13.0M$78.5M−$13.2M
- DigitalOceanDOCN887,985 shares · 0.1% of their software · price +$33.4M$76.2M+$12.3M
- AvePointAVPT7,968,133 shares · 0.1% of their software · price −$34.9M$75.8M+$1.3M
- NutanixNTNX1,953,125 shares · 0.1% of their software · price −$26.7M$74.2M+$3.4M
- CommvaultCVLT856,953 shares · 0.1% of their software · price −$40.7M$66.7M+$11.6M
- TeradataTDC2,543,419 shares · 0.1% of their software · price −$12.2M$65.2M−$18.5M
- Clearwater AnalyticsCWAN2,546,987 shares · 0.1% of their software$60.2M—
- NICENICE533,473 shares · 0.0% of their software · price −$1.5M$58.8M−$3.3M
- Euronet Worldwide, Inc.EEFT858,055 shares · 0.0% of their software · price −$8.4M$56.9M−$16.1M
- QualysQLYS646,426 shares · 0.0% of their software · price −$29.1M$56.8M−$6.0M
- Alarm.com Holdings, Inc.ALRM1,263,002 shares · 0.0% of their software · price −$9.9M$54.5M−$3.8M
- ePlus inc.PLUS721,705 shares · 0.0% of their software · price −$9.0M$54.3M−$2.7M
- SPS CommerceSPSC960,880 shares · 0.0% of their software · price −$32.2M$53.5M+$7.9M
- Core Scientific, Inc.CORZ3,472,006 shares · 0.0% of their software · price +$1.4M$51.9M+$1.9M
- ServiceTitanTTAN808,568 shares · 0.0% of their software · price −$34.8M$51.3M+$36.2M
- DoximityDOCS2,194,749 shares · 0.0% of their software · price −$46.0M$51.1M+$33.0M
- VertexVERX4,293,247 shares · 0.0% of their software · price −$34.7M$51.0M+$67.3M
- SprinklrCXM8,297,791 shares · 0.0% of their software · price −$14.8M$49.8M+$5.7M
- SoundHound AI, Inc.SOUN7,107,767 shares · 0.0% of their software · price −$22.0M$48.8M−$18.7M
- AppFolioAPPF307,290 shares · 0.0% of their software · price −$23.0M$48.5M+$7.4M
- C3.aiAI5,725,696 shares · 0.0% of their software · price −$29.0M$48.2M+$12.1M
- Donnelley Financial Solutions, Inc.DFIN948,619 shares · 0.0% of their software$44.7M−$4.6M
- Joint Stock Company Kaspi.kzKSPI590,487 shares · 0.0% of their software · price −$2.4M$43.7M+$23.9M
- GitLabGTLB1,989,733 shares · 0.0% of their software · price −$31.6M$43.1M+$24.4M
- RingCentralRNG1,140,961 shares · 0.0% of their software · price +$9.5M$42.4M+$9.7M
- FastlyFSLY1,459,497 shares · 0.0% of their software · price +$27.6M$42.4M−$70.0M
- SentinelOneS3,279,827 shares · 0.0% of their software · price −$7.0M$42.2M−$1.2M
- ElasticESTC842,028 shares · 0.0% of their software · price −$21.4M$42.1M+$12.3M
- BoxBOX1,762,561 shares · 0.0% of their software · price −$11.1M$41.7M−$1.3M
- monday.comMNDY597,219 shares · 0.0% of their software · price −$46.9M$41.3M−$45.8M
- BlackLineBL1,083,687 shares · 0.0% of their software · price −$19.8M$40.1M−$10.6M
- NCR Atleos CorporationNATL878,667 shares · 0.0% of their software · price +$4.8M$38.3M−$11.0M
- StoneCo Ltd.STNE2,704,594 shares · 0.0% of their software · price −$1.8M$38.2M+$11.0M
- TenableTENB2,207,280 shares · 0.0% of their software · price −$14.6M$37.3M−$12.3M
- AppianAPPN1,545,863 shares · 0.0% of their software · price −$17.5M$37.3M+$4.5M
- Sportradar Group AGSRAD2,120,212 shares · 0.0% of their software · price −$14.9M$35.5M+$11.8M
- WixWIX391,753 shares · 0.0% of their software · price −$5.4M$35.3M−$68.0M
- Zeta GlobalZETA2,212,841 shares · 0.0% of their software · price −$9.8M$35.2M+$15.2M
- Calix, Inc.CALX712,213 shares · 0.0% of their software · price −$2.8M$34.9M+$4.7M
- WeRide Inc.WRD4,279,987 shares · 0.0% of their software · price −$2.5M$34.6M−$1.0M
- PegasystemsPEGA800,562 shares · 0.0% of their software · price −$13.7M$34.1M−$23.9M
- Q2QTWO648,689 shares · 0.0% of their software · price −$16.1M$30.7M−$21.8M
- JFrogFROG643,683 shares · 0.0% of their software · price −$10.0M$30.2M−$57.4M
- DoubleVerifyDV3,171,658 shares · 0.0% of their software · price −$6.2M$30.1M−$2.9M
- Life360, Inc.LIF727,234 shares · 0.0% of their software · price −$17.0M$29.7M+$19.9M
- DLocal LimitedDLO2,234,935 shares · 0.0% of their software · price −$2.6M$29.0M+$2.2M
- Cellebrite DI Ltd.CLBT2,081,053 shares · 0.0% of their software · price −$8.8M$28.7M−$5.6M
- Global-EGLBE906,885 shares · 0.0% of their software · price −$7.7M$28.0M−$132M
- Shift4 Payments, Inc.FOUR638,160 shares · 0.0% of their software · price −$12.3M$27.9M−$29.2M
- ZoomInfoZI4,375,366 shares · 0.0% of their software$26.2M—
- Lesaka Technologies, Inc.LSAK5,129,612 shares · 0.0% of their software · price +$1.6M$26.1MFlat
- BrazeBRZE1,105,839 shares · 0.0% of their software · price −$11.8M$26.1M+$22.1M
- BILLBILL653,937 shares · 0.0% of their software · price −$10.6M$25.0M−$67.8M
- VaronisVRNS1,145,978 shares · 0.0% of their software · price −$13.0M$24.6M−$13.2M
- Payoneer Global Inc.PAYO5,068,856 shares · 0.0% of their software · price −$4.0M$24.5M−$6.9M
- PagSeguro Digital Ltd.PAGS2,378,914 shares · 0.0% of their software · price +$904K$23.8M−$11.2M
- LiveRamp Holdings, Inc.RAMP883,616 shares · 0.0% of their software · price −$2.5M$23.4MFlat
- Adeia Inc.ADEA963,967 shares · 0.0% of their software · price +$6.5M$23.2M−$1.5M
- WaystarWAY959,167 shares · 0.0% of their software · price −$8.3M$23.1M+$3.9M
- AsanaASAN3,607,038 shares · 0.0% of their software · price −$26.4M$23.1M+$13.2M
- AlkamiALKT1,465,297 shares · 0.0% of their software · price −$10.8M$23.0M−$6.3M
- NetScout Systems, Inc.NTCT714,445 shares · 0.0% of their software · price +$3.4M$22.7M−$5.4M
- NIQ Global Intelligence plcNIQ1,899,911 shares · 0.0% of their software · price −$9.7M$21.6M+$23.2M
- nCinoNCNO1,425,654 shares · 0.0% of their software · price −$15.2M$21.4M+$7.3M
- SemrushSEMR1,724,371 shares · 0.0% of their software$20.6M—
- A10 Networks, Inc.ATEN813,087 shares · 0.0% of their software · price +$4.4M$18.8MFlat
- CertaraCERT3,240,217 shares · 0.0% of their software · price −$10.1M$18.5M−$16.0M
- EVERTEC, Inc.EVTC644,983 shares · 0.0% of their software · price −$561K$18.2M+$3.1M
- WorkivaWK302,275 shares · 0.0% of their software · price −$8.0M$18.0M−$83.1M
- FreshworksFRSH2,219,901 shares · 0.0% of their software · price −$9.4M$17.8M−$3.6M
- ProgressPRGS693,731 shares · 0.0% of their software · price −$12.0M$17.8M+$4.5M
- FlywireFLYW1,511,092 shares · 0.0% of their software · price −$3.8M$17.6M−$5.2M
- Pagaya Technologies Ltd.PGY1,401,567 shares · 0.0% of their software · price −$13.0M$16.3M+$1.6M
- LightspeedLSPD1,815,604 shares · 0.0% of their software · price −$5.7M$16.3M+$13.5M
- Agilysys, Inc.AGYS226,123 shares · 0.0% of their software · price −$10.8M$16.1M+$880K
- Remitly Global, Inc.RELY1,009,566 shares · 0.0% of their software · price +$1.9M$15.8M+$1.3M
- SchrödingerSDGR1,371,199 shares · 0.0% of their software · price −$8.9M$15.6M+$3.3M
- Netskope, Inc.NTSK1,831,116 shares · 0.0% of their software · price −$16.6M$15.5M+$3.1M
- GigaCloud Technology Inc.GCT324,148 shares · 0.0% of their software · price +$2.0M$14.7M−$4.0M
- Upbound Group, Inc.UPBD783,721 shares · 0.0% of their software$14.1MFlat
- Five9FIVN911,182 shares · 0.0% of their software · price −$4.4M$13.8MFlat
- Chime Financial, Inc.CHYM674,050 shares · 0.0% of their software · price −$4.3M$12.6M+$3.6M
- PagerDutyPD1,889,472 shares · 0.0% of their software · price −$13.0M$11.7M+$3.0M
- Diebold Nixdorf, IncorporatedDBD151,995 shares · 0.0% of their software · price +$1.1M$11.5M−$969K
- Aeva Technologies, Inc.AEVA868,244 shares · 0.0% of their software$11.4M+$4.6M
- SailPointSAIL858,147 shares · 0.0% of their software · price −$6.0M$11.4M+$10.6M
- PDF Solutions, Inc.PDFS341,780 shares · 0.0% of their software · price +$1.4M$11.2M−$1.6M
- MagniteMGNI926,819 shares · 0.0% of their software · price −$4.0M$11.0M−$15.2M
- Simulations PlusSLP887,511 shares · 0.0% of their software · price −$5.7M$10.5M−$2.1M
- Dave Inc.DAVE56,071 shares · 0.0% of their software · price −$2.7M$9.8M−$2.7M
- Via Transportation, Inc.VIA642,613 shares · 0.0% of their software · price −$9.0M$9.6M+$4.8M
- Bitdeer Technologies GroupBTDR1,106,980 shares · 0.0% of their software · price −$2.8M$9.6M+$2.2M
- Xunlei LimitedXNET1,720,390 shares · 0.0% of their software · price −$2.6M$9.6MFlat
- CourseraCOUR1,503,455 shares · 0.0% of their software · price −$2.3M$8.8M−$3.3M
- Ooma, Inc.OOMA591,866 shares · 0.0% of their software · price +$1.7M$8.6M+$774K
- Kingsoft Cloud Holdings LimitedKC634,420 shares · 0.0% of their software · price +$1.9M$8.5M+$4.4M
- N-ableNABL1,691,141 shares · 0.0% of their software · price −$4.8M$7.9M+$2.6M
- BullishBLSH209,957 shares · 0.0% of their software$7.5M+$1.8M
- Grindr Inc.GRND615,654 shares · 0.0% of their software · price −$893K$7.4M−$2.5M
- PAR Technology CorporationPAR550,825 shares · 0.0% of their software · price −$12.6M$7.3M+$11.4M
- Duos Technologies Group, Inc.DUOT1,061,729 shares · 0.0% of their software · price −$4.7M$7.3M+$2.9M
- Sprout SocialSPT1,274,747 shares · 0.0% of their software · price −$7.1M$7.3M+$4.9M
- Mitek Systems, Inc.MITK533,313 shares · 0.0% of their software · price +$1.6M$7.2M+$2.4M
- Ibotta, Inc.IBTA236,732 shares · 0.0% of their software · price +$1.7M$7.1MFlat
- Consensus Cloud Solutions, Inc.CCSI276,306 shares · 0.0% of their software · price +$531K$6.6M+$1.6M
- Intapp, Inc.INTA248,345 shares · 0.0% of their software · price −$5.0M$6.4M+$3.8M
- AmplitudeAMPL920,506 shares · 0.0% of their software · price −$4.4M$6.3M+$2.7M
- PhreesiaPHR729,709 shares · 0.0% of their software · price −$6.2M$6.1M+$3.8M
- PaymentusPAY239,113 shares · 0.0% of their software · price −$1.5M$6.1M+$724K
- NextNav Inc.NN372,282 shares · 0.0% of their software$6.0MFlat
- BlackBerry LimitedBB1,822,943 shares · 0.0% of their software · price −$1.0M$5.9MFlat
- Red Violet, Inc.RDVT156,257 shares · 0.0% of their software · price −$3.5M$5.4M+$2.1M
- PowerFleet, Inc.AIOT1,664,256 shares · 0.0% of their software · price −$3.7M$5.1MSplit
- Sabre CorporationSABR3,399,029 shares · 0.0% of their software$4.9M−$2.3M
- Rapid7RPD847,962 shares · 0.0% of their software · price −$8.2M$4.7M+$1.1M
- Yalla Group LimitedYALA733,880 shares · 0.0% of their software · price −$521K$4.6M−$3.2M
- Bandwidth Inc.BAND251,700 shares · 0.0% of their software · price +$597K$4.5MFlat
- Karooooo Ltd.KARO83,344 shares · 0.0% of their software$4.2MFlat
- OneSpan Inc.OSPN380,274 shares · 0.0% of their software · price −$878K$4.0M−$2.8M
- Allot Ltd.ALLT568,110 shares · 0.0% of their software · price −$1.8M$3.8MFlat
- Agora, Inc.API1,062,252 shares · 0.0% of their software · price −$563K$3.8M−$732K
- SmartRent, Inc.SMRT2,498,869 shares · 0.0% of their software · price −$1.3M$3.7M+$714K
- Rezolve AI PLCRZLV1,429,149 shares · 0.0% of their software$3.7M+$1.8M
- Navan, Inc.NAVN263,892 shares · 0.0% of their software · price −$1.0M$3.5MFlat
- PayPay CorporationPAYP157,762 shares · 0.0% of their software$3.4MNew · +$3.4M
- PubMaticPUBM341,670 shares · 0.0% of their software$2.8MFlat
- Xperi Inc.XPER482,834 shares · 0.0% of their software$2.7MFlat
- 8x8EGHT1,580,830 shares · 0.0% of their software$2.6M+$1.1M
- YextYEXT681,368 shares · 0.0% of their software · price −$2.9M$2.6M+$1.1M
- ReposiTrak, Inc.TRAK342,530 shares · 0.0% of their software · price −$1.6M$2.6M+$3.2M
- Cerence Inc.CRNC403,381 shares · 0.0% of their software · price −$1.8M$2.5M−$3.4M
- Repay Holdings CorporationRPAY965,908 shares · 0.0% of their software · price −$1.0M$2.5M−$909K
- VTEXVTEX618,925 shares · 0.0% of their software$2.5MFlat
- International Money Express, Inc.IMXI142,505 shares · 0.0% of their software$2.3MFlat
- Infleqtion, Inc.INFQ225,307 shares · 0.0% of their software$2.2MNew · +$2.2M
- Immersion CorporationIMMR401,403 shares · 0.0% of their software · price −$538K$2.2M+$842K
- DomoDOMO715,100 shares · 0.0% of their software$2.2M—
- Wealthfront CorporationWLTH233,759 shares · 0.0% of their software · price −$1.0M$2.2M+$3.1M
- Daily Journal CorporationDJCO4,367 shares · 0.0% of their software$2.1M−$1.9M
- CURRENC Group Inc.CURR729,215 shares · 0.0% of their software · price +$605K$1.9MFlat
- AEye, Inc.LIDR1,035,221 shares · 0.0% of their software$1.9MFlat
- Tuya Inc.TUYA783,826 shares · 0.0% of their software$1.8M−$1.4M
- i3 Verticals, Inc.IIIV75,899 shares · 0.0% of their software$1.7M−$1.1M
- Blaize Holdings, Inc.BZAI912,776 shares · 0.0% of their software$1.7M+$1.0M
- SimilarwebSMWB591,863 shares · 0.0% of their software · price −$2.9M$1.5M+$2.5M
- eGain CorporationEGAN173,806 shares · 0.0% of their software$1.4M+$519K
- Viant Technology Inc.DSP119,849 shares · 0.0% of their software$1.3MFlat
- Obook Holdings Inc.OWLS221,742 shares · 0.0% of their software$1.3M+$986K
- MNTN, Inc.MNTN140,808 shares · 0.0% of their software$1.2MFlat
- Alight, Inc.ALIT2,079,155 shares · 0.0% of their software · price −$2.8M$1.2M−$15.2M
- Palladyne AI Corp.PDYN193,673 shares · 0.0% of their software$1.2MFlat
- CS Disco, Inc.LAW296,596 shares · 0.0% of their software · price −$1.2M$1.1MFlat
- Gorilla Technology Group Inc.GRRR105,815 shares · 0.0% of their software$1.1M+$569K
- EverCommerceEVCM96,574 shares · 0.0% of their software$1.1MFlat
- MIND C.T.I. LtdMNDO958,178 shares · 0.0% of their software$1.1MFlat
- Rimini Street, Inc.RMNI333,143 shares · 0.0% of their software$1.1MFlat
- Cognyte Software Ltd.CGNT133,109 shares · 0.0% of their software$1.1MFlat
- ZenaTech, Inc.ZENA467,968 shares · 0.0% of their software$1.1M+$1.1M
- Thryv Holdings, Inc.THRY390,460 shares · 0.0% of their software · price −$1.3M$1.1MFlat
- Blend Labs, Inc.BLND626,495 shares · 0.0% of their software · price −$840K$1.1M+$743K
- Commerce.com, Inc.CMRC394,299 shares · 0.0% of their software · price −$572K$1.1MFlat
- Materialise NVMTLS206,352 shares · 0.0% of their software$1.0MFlat
- Datavault AI Inc.DVLT1,618,239 shares · 0.0% of their software$1.0M+$549K
- Paysafe LimitedPSFE141,051 shares · 0.0% of their software$961KFlat
- Telos CorporationTLS219,452 shares · 0.0% of their software$920KFlat
- Ribbon Communications Inc.RBBN423,465 shares · 0.0% of their software$898KFlat
- Brand Engagement Network, Inc.BNAI20,928 shares · 0.0% of their software · price +$745K$793KFlat
- SuperX AI Technology LimitedSUPX94,192 shares · 0.0% of their software · price −$723K$754K+$1.4M
- Yuanbao Inc.YB41,698 shares · 0.0% of their software$736KFlat
- Kodiak AI, Inc.KDK103,928 shares · 0.0% of their software$721KFlat
- DoceboDCBO37,366 shares · 0.0% of their software$653K−$2.2M
- Digital TurbineAPPS225,814 shares · 0.0% of their software$650K−$6.0M
- SoundThinking, Inc.SSTI90,070 shares · 0.0% of their software$596KFlat
- Riskified Ltd.RSKD149,660 shares · 0.0% of their software$587KFlat
- Silvaco Group, Inc.SVCO78,695 shares · 0.0% of their software$557KFlat
- Veritone, Inc.VERI281,098 shares · 0.0% of their software · price −$753K$554KFlat
- BackblazeBLZE158,923 shares · 0.0% of their software$548K−$1.3M
- DHI Group, Inc.DHX187,310 shares · 0.0% of their software$526KFlat
- Definitive HealthcareDH424,301 shares · 0.0% of their software · price −$696K$522K−$2.0M
- Paysign, Inc.PAYS83,086 shares · 0.0% of their software$490K−$641K
- Asure Software, Inc.ASUR53,518 shares · 0.0% of their software$460KFlat
- Kaltura, Inc.KLTR366,479 shares · 0.0% of their software$447KFlat
- Priority Technology Holdings, Inc.PRTH94,263 shares · 0.0% of their software$445KFlat
- Forum Markets, IncorporatedFRMM151,643 shares · 0.0% of their software$438KFlat
- Tucows Inc.TCX23,605 shares · 0.0% of their software$405KFlat
- BTQ Technologies Corp.BTQ140,370 shares · 0.0% of their software$375KFlat
- Intellicheck, Inc.IDN49,109 shares · 0.0% of their software$343KFlat
- A2Z Cust2Mate Solutions Corp.AZ39,570 shares · 0.0% of their software$264K−$646K
- Rackspace Technology, Inc.RXT247,044 shares · 0.0% of their software$242K−$838K
- Expensify, Inc.EXFY272,849 shares · 0.0% of their software$237KFlat
- Endava plcDAVA53,448 shares · 0.0% of their software$236KFlat
- Swarmer, IncSWMR4,049 shares · 0.0% of their software$191KNew · Flat
- Health CatalystHCAT134,180 shares · 0.0% of their software$170KFlat
- AI Financial CorporationAIFC136,053 shares · 0.0% of their software$151KFlat
- AudioEye, Inc.AEYE21,027 shares · 0.0% of their software$134KFlat
- Bakkt, Inc.BKKT17,009 shares · 0.0% of their software$125KFlat
- Arqit Quantum Inc.ARQQ9,379 shares · 0.0% of their software$124KFlat
- NetClass Technology IncNTCL275,000 shares · 0.0% of their software$119KFlat
- Airship AI Holdings, Inc.AISP45,404 shares · 0.0% of their software$103KFlat
- Sangoma Technologies CorporationSANG19,800 shares · 0.0% of their software$77KFlat
- Alarum Technologies Ltd.ALAR11,025 shares · 0.0% of their software$66KFlat
- Usio, Inc.USIO55,035 shares · 0.0% of their software$63KFlat
- Creative Realities, Inc.CREX12,000 shares · 0.0% of their software$41KNew · Flat
- Quantum eMotion Corp.QNC17,542 shares · 0.0% of their software$40KNew · Flat
- Perfect Corp.PERF22,641 shares · 0.0% of their software$38KFlat
- VivoPower PLCVIVO15,655 shares · 0.0% of their software$36KNew · Flat
- Firefly Neuroscience, Inc.AIFF15,830 shares · 0.0% of their software$35KNew · Flat
- Rekor Systems, Inc.REKR35,034 shares · 0.0% of their software$29KFlat
- Versus Systems Inc.VS22,699 shares · 0.0% of their software$28KFlat
- Nerdy Inc.NRDY30,383 shares · 0.0% of their software$25KFlat
- Orion Digital Corp.ORIO23,844 shares · 0.0% of their software$22KNew · Flat
- Health In Tech, Inc.HIT14,709 shares · 0.0% of their software$21KNew · Flat
- Roadzen, Inc.RDZN17,500 shares · 0.0% of their software$21KFlat
- VirnetX Holding CorporationVHC1,426 shares · 0.0% of their software$20KFlat
- Exodus Movement, Inc.EXOD2,729 shares · 0.0% of their software$18KFlat
- SkyAI, Inc.SKYA8,649 shares · 0.0% of their software$15KFlat
- Freightos LimitedCRGO8,801 shares · 0.0% of their software$14KFlat
- VirTra, Inc.VTSI3,358 shares · 0.0% of their software$12KFlat
- Smartbird, IncBIRD3,467 shares · 0.0% of their software$10KFlat
- TON Strategy CompanyTONX3,612 shares · 0.0% of their software$9KFlat
- Rocket One Inc.RKTO10,006 shares · 0.0% of their software$8KFlat
- Perpetuals.com LtdPDC1,415 shares · 0.0% of their software$7KFlat
- Aurora Mobile LimitedJG1,000 shares · 0.0% of their software$7KFlat
- Intrusion Inc.INTZ7,964 shares · 0.0% of their software$7KFlat
- Nayax Ltd.NYAX112 shares · 0.0% of their software$6KFlat
- Knorex Ltd.KNRX4,076 shares · 0.0% of their software$5KNew · Flat
- Gloo Holdings, Inc.GLOO1,000 shares · 0.0% of their software$5KNew · Flat
- NetSol Technologies, Inc.NTWK1,125 shares · 0.0% of their software$4KFlat
- Xanadu Quantum Technologies LimitedXNDU460 shares · 0.0% of their software$4KNew · Flat
- Rank One Computing CorporationROC400 shares · 0.0% of their software$3KNew · Flat
- XBP Global Holdings, Inc.XBP633 shares · 0.0% of their software$3KFlat
- Horizon Quantum Holdings Ltd.HQ200 shares · 0.0% of their software$2KNew · Flat
- Phunware, Inc.PHUN650 shares · 0.0% of their software$1KFlat
- HUB Cyber Security Ltd.HUBC10,000 shares · 0.0% of their software$993New · Flat
- Cloudastructure Inc.CSAI1,313 shares · 0.0% of their software$799Flat
- comScore, Inc.SCOR106 shares · 0.0% of their software$736Flat
- Katapult Holdings, Inc.KPLT87 shares · 0.0% of their software$614Flat
- T Stamp Inc.IDAI80 shares · 0.0% of their software$191New · Flat
- The OLB Group, Inc.OLB300 shares · 0.0% of their software$149Flat
- RTB Digital, Inc.RTB11 shares · 0.0% of their software$55New · Flat
- Cyabra, Inc.CYAB28 shares · 0.0% of their software$52New · Flat
- Taoping Inc.TAOP26 shares · 0.0% of their software$36Flat
- Orangekloud Technology Inc.ORKT24 shares · 0.0% of their software$25Flat
- Future FinTech Group Inc.FTFT16 shares · 0.0% of their software$20New · Flat
- CISO Global Inc.CISO21 shares · 0.0% of their software$7Flat
- Black Titan CorporationBTTC2 shares · 0.0% of their software$3Flat
- Inuvo, Inc.INUV1 shares · 0.0% of their software$2Flat
