Generalist · Boston, MA
Wellington Management Group
Q4 2024 · compared with Q3 2024
Filed as Wellington Management Group LLP
- Software
- $47.5B
- Weight of 13F
- 8.7%
- Names
- 123
- Net bought
- −$2.5B
Filed 12 February 2025 · SEC filing.
1,791 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 2026145 names · $264K in calls, not in the total$38.7B−$4.1B
- Q1 2026129 names · $3.8M in calls, not in the total$39.7B+$5.2B
- Q4 2025131 names$46.0B+$4.1B
- Q3 2025134 names · $2.0M in calls, not in the total$52.2B−$1.5B
- Q2 2025134 names · $1.2M in calls, not in the total$52.1B+$565M
- Q1 2025129 names$41.5B−$1.8B
- Q4 2024123 names$47.5B−$2.5B
- Q3 2024117 names · $225K in calls, not in the total$48.6B+$351M
- Q2 2024121 names · $3.4M in calls, not in the total$48.0B−$3.4B
- Q1 2024123 names$51.5B−$759M
- Q4 2023118 names$48.6B−$532M
- Q3 2023114 names$41.1B+$589M
- Q2 2023115 names$43.0B+$423M
- Q1 2023119 names$37.1B+$838M
- Q4 2022125 names$30.8B−$446M
- Q3 2022125 names$30.4B+$1.2B
- Q2 2022121 names$33.3B+$1.0B
- Q1 2022119 names$42.3B−$1.6B
- Q4 2021126 names$49.4B+$1.9B
- Q3 2021115 names$44.6B−$620M
- Q2 2021111 names$44.2B+$4.4B
- Q1 202193 names$39.0B+$1.7B
- Q4 202090 names$38.3B−$200M
- Q3 202094 names$34.0B−$234M
- Q2 202097 names$31.7B−$740M
- Q1 202088 names$24.7B−$881M
- Q4 201988 names$28.1B−$15.3M
- Q3 201985 names$25.9B−$840M
- Q2 201982 names$27.3B−$813M
- Q1 201981 names$26.2B−$1.5B
- Q4 201876 names$22.8B−$1.2B
- Q3 201876 names$27.8B−$463M
- Q2 201871 names$24.8B−$1.3B
- Q1 201869 names$24.0B−$1.4B
- Q4 201762 names · $3.4M in calls, not in the total$22.8B−$87.3M
- Q3 201761 names · $3.1M in calls, not in the total$20.7B−$790M
- Q2 201756 names · $466K in calls, not in the total$20.0B−$404M
- Q1 201757 names · $852K in calls, not in the total$18.9B−$203M
- Q4 201659 names$17.4B−$659M
- Q3 201659 names$17.7B−$1.3B
- Q2 201653 names$17.5B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT52,992,124 shares · 47.0% of their software · price −$466M$22.3B−$454M
- IntuitINTU5,296,921 shares · 7.0% of their software · price +$39.7M$3.3B+$385M
- ServiceNowNOW2,955,616 shares · 6.6% of their software · price +$490M$3.1B−$191M
- SalesforceCRM8,369,826 shares · 5.9% of their software · price +$507M$2.8B−$92.4M
- Uber Technologies, Inc.UBER37,813,091 shares · 4.8% of their software · price −$561M$2.3B−$458M
- Automatic Data Processing, Inc.ADP5,674,467 shares · 3.5% of their software · price +$90.8M$1.7B−$93.0M
- HubSpotHUBS1,477,190 shares · 2.2% of their software · price +$244M$1.0B+$39.9M
- ShopifySHOP5,157,137 shares · 1.2% of their software · price +$135M$548M+$34.5M
- GoDaddyGDDY2,776,458 shares · 1.2% of their software · price +$113M$548M−$9.4M
- SynopsysSNPS1,057,760 shares · 1.1% of their software · price −$22.2M$513MFlat
- AdobeADBE1,074,574 shares · 1.0% of their software · price −$78.6M$478M−$730M
- PTCPTC2,326,011 shares · 0.9% of their software · price +$7.5M$428M−$109M
- AppLovinAPP1,313,387 shares · 0.9% of their software · price +$254M$425M+$169M
- Block, Inc.XYZ4,950,281 shares · 0.9% of their software · price +$88.4M$421M−$34.5M
- Roper Technologies, Inc.ROP728,742 shares · 0.8% of their software · price −$26.7M$379M−$5.5M
- VeevaVEEV1,775,963 shares · 0.8% of their software · price +$675K$373MFlat
- MongoDBMDB1,563,699 shares · 0.8% of their software · price −$58.7M$364M−$431M
- MorningstarMORN1,080,599 shares · 0.8% of their software · price +$19.1M$364M+$41.5M
- PalantirPLTR4,682,230 shares · 0.7% of their software · price +$180M$354M+$145M
- Corpay, Inc.CPAY975,607 shares · 0.7% of their software · price +$25.0M$330M−$589M
- WixWIX1,510,515 shares · 0.7% of their software · price +$71.6M$324M+$212M
- Grab Holdings LimitedGRAB67,533,320 shares · 0.7% of their software · price +$62.1M$319M−$216M
- GuidewireGWRE1,647,776 shares · 0.6% of their software · price −$23.7M$278M+$26.2M
- DatadogDDOG1,932,272 shares · 0.6% of their software · price +$53.8M$276M−$150M
- Amdocs LimitedDOX2,680,422 shares · 0.5% of their software · price −$6.3M$228M+$47.5M
- WorkdayWDAY740,859 shares · 0.4% of their software · price +$10.1M$191M−$53.2M
- F5, Inc.FFIV733,634 shares · 0.4% of their software · price +$22.9M$184M−$22.1M
- The Trade DeskTTD1,559,508 shares · 0.4% of their software · price +$12.3M$183MFlat
- Clearwater AnalyticsCWAN5,954,485 shares · 0.3% of their software$164M—
- SAPSAP664,595 shares · 0.3% of their software · price +$11.4M$164MNew · +$152M
- Fair IsaacFICO76,265 shares · 0.3% of their software · price +$3.6M$152M−$33.6M
- WEX Inc.WEX828,990 shares · 0.3% of their software · price −$28.5M$145M−$373M
- BILLBILL1,664,167 shares · 0.3% of their software · price +$53.2M$141M+$39.4M
- ProcorePCOR1,759,511 shares · 0.3% of their software · price +$23.2M$132MNew · +$109M
- Palo Alto NetworksPANW686,306 shares · 0.3% of their software · price −$110M$125M+$127M
- CadenceCDNS403,682 shares · 0.3% of their software · price +$11.9M$121M+$11.9M
- AtlassianTEAM469,876 shares · 0.2% of their software · price +$39.7M$114M−$5.2M
- MagniteMGNI7,030,011 shares · 0.2% of their software · price +$14.6M$112M+$6.2M
- Tyler TechnologiesTYL193,246 shares · 0.2% of their software · price −$1.4M$111M+$25.0M
- Sprout SocialSPT3,583,402 shares · 0.2% of their software · price +$5.9M$110M−$5.2M
- AvePointAVPT6,430,203 shares · 0.2% of their software · price +$30.5M$106M+$27.5M
- DigitalOceanDOCN2,964,550 shares · 0.2% of their software · price −$18.7M$101M+$35.9M
- UnityU4,146,594 shares · 0.2% of their software · price −$622K$93.2M−$30.0M
- Clear Secure, Inc.YOU3,322,514 shares · 0.2% of their software · price −$21.6M$88.5M+$47.2M
- AutodeskADSK297,917 shares · 0.2% of their software · price +$6.0M$88.1M+$9.7M
- Five9FIVN1,783,870 shares · 0.2% of their software · price +$21.2M$72.5M+$17.3M
- ePlus inc.PLUS937,600 shares · 0.1% of their software · price −$22.9M$69.3M−$3.1M
- PegasystemsPEGA739,606 shares · 0.1% of their software · price +$14.9M$68.9M+$53.1M
- ProgressPRGS878,255 shares · 0.1% of their software · price −$1.9M$57.2M−$8.8M
- Intapp, Inc.INTA851,139 shares · 0.1% of their software · price +$13.8M$54.5M−$6.9M
- VeriskVRSK184,262 shares · 0.1% of their software · price +$1.4M$50.8M−$1.6M
- Global-EGLBE923,051 shares · 0.1% of their software · price +$14.9M$50.3M+$1.2M
- BrazeBRZE1,193,893 shares · 0.1% of their software · price +$11.4M$50.0MNew · +$38.6M
- Remitly Global, Inc.RELY2,048,451 shares · 0.1% of their software · price +$18.8M$46.2M−$9.7M
- SPS CommerceSPSC231,325 shares · 0.1% of their software · price −$2.4M$42.6M−$5.6M
- GitLabGTLB743,492 shares · 0.1% of their software · price +$3.6M$41.9M+$5.1M
- ZscalerZS211,367 shares · 0.1% of their software · price +$2.0M$38.1M+$3.0M
- Joint Stock Company Kaspi.kzKSPI382,894 shares · 0.1% of their software · price −$4.3M$36.3M−$2.9M
- Repay Holdings CorporationRPAY4,710,491 shares · 0.1% of their software · price −$2.5M$35.9M+$1.2M
- DynatraceDT641,921 shares · 0.1% of their software · price +$565K$34.9M−$85.0M
- DocuSignDOCU386,680 shares · 0.1% of their software · price +$10.8M$34.8M+$21.9M
- CCC Intelligent Solutions Holdings Inc.CCC2,944,446 shares · 0.1% of their software · price +$2.0M$34.5M−$3.7M
- SentinelOneS1,443,286 shares · 0.1% of their software · price −$2.5M$32.0M+$7.5M
- International Money Express, Inc.IMXI1,531,128 shares · 0.1% of their software · price +$3.6M$31.9MFlat
- OracleORCL172,483 shares · 0.1% of their software · price −$649K$28.7M+$19.6M
- Shift4 Payments, Inc.FOUR254,894 shares · 0.1% of their software · price +$3.9M$26.5M−$23.0M
- Agilysys, Inc.AGYS195,166 shares · 0.1% of their software · price +$4.4M$25.7M−$24.2M
- PaycomPAYC113,500 shares · 0.0% of their software · price +$4.4M$23.3M+$16.1M
- AppFolioAPPF90,838 shares · 0.0% of their software · price +$1.0M$22.4M−$1.5M
- Payoneer Global Inc.PAYO2,315,014 shares · 0.0% of their software · price +$5.8M$21.8MFlat
- Xperi Inc.XPER1,883,932 shares · 0.0% of their software · price +$1.9M$19.3MFlat
- SemrushSEMR1,532,356 shares · 0.0% of their software$18.2MFlat
- PAR Technology CorporationPAR247,168 shares · 0.0% of their software · price +$5.1M$18.0MNew · +$12.9M
- SnowflakeSNOW108,527 shares · 0.0% of their software · price +$4.3M$16.8M+$11.6M
- Upbound Group, Inc.UPBD559,120 shares · 0.0% of their software · price −$1.6M$16.3M+$4.9M
- RingCentralRNG446,446 shares · 0.0% of their software · price +$1.5M$15.6MNew · +$14.1M
- Adeia Inc.ADEA1,107,821 shares · 0.0% of their software · price +$2.3M$15.5MFlat
- VaronisVRNS340,557 shares · 0.0% of their software · price −$4.1M$15.1M−$5.8M
- BlackbaudBLKB192,337 shares · 0.0% of their software · price −$2.1M$14.2M−$20.0M
- Health CatalystHCAT1,959,128 shares · 0.0% of their software · price −$2.1M$13.9M+$801K
- PubMaticPUBM897,970 shares · 0.0% of their software$13.2M+$2.2M
- LightspeedLSPD668,845 shares · 0.0% of their software · price −$843K$10.2M−$772K
- monday.comMNDY41,959 shares · 0.0% of their software · price −$1.8M$9.9M+$3.8M
- VeriSign, Inc.VRSN46,683 shares · 0.0% of their software · price +$794K$9.7M−$17.8M
- Fiserv, Inc.FISV43,307 shares · 0.0% of their software · price +$1.1M$8.9M−$1.3M
- Mitek Systems, Inc.MITK785,581 shares · 0.0% of their software · price +$1.9M$8.7MFlat
- CoStarCSGP122,115 shares · 0.0% of their software$8.7M−$17.0M
- DoubleVerifyDV415,337 shares · 0.0% of their software · price +$984K$8.0M+$826K
- SoundHound AI, Inc.SOUN392,613 shares · 0.0% of their software · price +$6.0M$7.8MNew · +$1.8M
- OpenTextOTEX263,239 shares · 0.0% of their software · price −$1.3M$7.4M+$2.1M
- Calix, Inc.CALX202,274 shares · 0.0% of their software · price −$793K$7.1MFlat
- FortinetFTNT72,995 shares · 0.0% of their software · price +$1.2M$6.9M−$630K
- Zeta GlobalZETA367,627 shares · 0.0% of their software · price −$4.4M$6.6MNew · +$11.0M
- Paychex, Inc.PAYX36,027 shares · 0.0% of their software$5.1M−$1.4M
- C3.aiAI124,499 shares · 0.0% of their software · price +$1.3M$4.3MNew · +$3.0M
- A10 Networks, Inc.ATEN230,200 shares · 0.0% of their software · price +$912K$4.2MNew · +$3.3M
- Manhattan AssociatesMANH12,316 shares · 0.0% of their software$3.3M−$28.6M
- CrowdStrikeCRWD9,285 shares · 0.0% of their software · price +$573K$3.2M−$8.9M
- Gen DigitalGEN114,699 shares · 0.0% of their software$3.1M+$1.6M
- ServiceTitanTTAN30,058 shares · 0.0% of their software$3.1MNew · +$3.1M
- OktaOKTA34,042 shares · 0.0% of their software$2.7M+$1.0M
- Check PointCHKP13,885 shares · 0.0% of their software$2.6MFlat
- ZoomZM31,717 shares · 0.0% of their software$2.6MFlat
- NetApp, Inc.NTAP17,461 shares · 0.0% of their software$2.0MFlat
- DropboxDBX57,562 shares · 0.0% of their software$1.7MFlat
- NutanixNTNX26,116 shares · 0.0% of their software$1.6MFlat
- TrimbleTRMB22,360 shares · 0.0% of their software$1.6MFlat
- InterDigital, Inc.IDCC7,439 shares · 0.0% of their software$1.4M−$21.0M
- BroadridgeBR4,636 shares · 0.0% of their software$1.0MFlat
- Strategy IncMSTR3,565 shares · 0.0% of their software$1.0MSplit
- DuolingoDUOL3,115 shares · 0.0% of their software$1.0M−$2.0M
- LiveRamp Holdings, Inc.RAMP31,306 shares · 0.0% of their software$951KFlat
- DescartesDSGX7,957 shares · 0.0% of their software$904KFlat
- ToastTOST18,498 shares · 0.0% of their software$674KFlat
- TwilioTWLO5,937 shares · 0.0% of their software$642KFlat
- CloudflareNET5,930 shares · 0.0% of their software$639KFlat
- AkamaiAKAM5,987 shares · 0.0% of their software$573KFlat
- ElasticESTC5,414 shares · 0.0% of their software$536KFlat
- SamsaraIOT8,538 shares · 0.0% of their software$373KFlat
- DoximityDOCS6,656 shares · 0.0% of their software$355KNew · Flat
- FactSetFDS554 shares · 0.0% of their software$266KFlat
- SS&CSSNC3,193 shares · 0.0% of their software$242KFlat
- Core Scientific, Inc.CORZ10,711 shares · 0.0% of their software$150KFlat