Generalist · Boston, MA
Wellington Management Group LLP
- Software
- $31.7B
- Weight of 13F
- 5.0%
- Names
- 90
- Vs prior quarter
- −$2.0B
Filed 14 August 2026.
7,448 positions in the whole 13F.
Software held
- MicrosoftMSFT47,603,820 shares · 56.0% of their software$17.8B−$1.8B
- CadenceCDNS4,880,334 shares · 5.8% of their software$1.8BFlat
- ShopifySHOP11,852,596 shares · 4.3% of their software$1.4B+$279M
- SnowflakeSNOW17,714,663 shares · 4.2% of their software$1.3B+$514M
- CloudflareNET8,426,753 shares · 3.1% of their software$999M+$170M
- Palo Alto NetworksPANW2,774,225 shares · 3.0% of their software$946M+$682M
- DatadogDDOG19,362,465 shares · 2.8% of their software$882M+$622M
- PalantirPLTR5,150,519 shares · 1.9% of their software$601M−$741M
- OracleORCL4,196,555 shares · 1.7% of their software$537M+$69.8M
- DynatraceDT11,528,792 shares · 1.6% of their software$506M+$161M
- SalesforceCRM2,197,032 shares · 1.1% of their software$344M−$190M
- SamsaraIOT9,327,606 shares · 1.0% of their software$302M+$32.7M