Generalist · Boston, MA
Wellington Management Group
Q1 2025 · compared with Q4 2024
Filed as Wellington Management Group LLP
- Software
- $41.5B
- Weight of 13F
- 8.0%
- Names
- 129
- Net bought
- −$1.8B
Filed 13 May 2025 · SEC filing.
1,802 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
- MicrosoftMSFT49,984,045 shares · 45.2% of their software · price −$2.3B$18.8B−$1.3B
- IntuitINTU5,655,249 shares · 8.4% of their software · price −$82.1M$3.5B+$225M
- Uber Technologies, Inc.UBER32,919,163 shares · 5.8% of their software · price +$413M$2.4B−$295M
- SalesforceCRM7,609,848 shares · 4.9% of their software · price −$502M$2.0B−$254M
- ServiceNowNOW2,091,279 shares · 4.0% of their software · price −$552M$1.7B−$916M
- Automatic Data Processing, Inc.ADP4,657,707 shares · 3.4% of their software · price +$59.6M$1.4B−$298M
- Roper Technologies, Inc.ROP1,401,048 shares · 2.0% of their software · price +$97.7M$826M+$349M
- HubSpotHUBS1,432,638 shares · 2.0% of their software · price −$180M$818M−$31.0M
- ShopifySHOP8,481,481 shares · 1.9% of their software · price −$92.0M$809M+$353M
- GoDaddyGDDY3,147,646 shares · 1.4% of their software · price −$54.2M$567M+$73.3M
- PalantirPLTR5,915,404 shares · 1.2% of their software · price +$51.9M$499M+$93.3M
- SynopsysSNPS1,112,628 shares · 1.2% of their software · price −$62.9M$477M+$26.6M
- Corpay, Inc.CPAY1,275,059 shares · 1.1% of their software · price +$13.1M$445M+$101M
- AdobeADBE974,516 shares · 0.9% of their software · price −$59.6M$374M−$44.5M
- PTCPTC2,370,972 shares · 0.9% of their software · price −$68.6M$367M+$8.3M
- VeevaVEEV1,577,532 shares · 0.9% of their software · price +$33.7M$365M−$41.7M
- MorningstarMORN1,079,805 shares · 0.8% of their software · price −$39.8M$324MFlat
- GuidewireGWRE1,672,767 shares · 0.8% of their software · price +$31.4M$313M+$4.2M
- AppLovinAPP1,115,025 shares · 0.7% of their software · price −$65.6M$295M−$64.2M
- MongoDBMDB1,471,343 shares · 0.6% of their software · price −$84.5M$258M−$21.5M
- ZscalerZS1,242,829 shares · 0.6% of their software · price +$22.4M$247M+$186M
- Amdocs LimitedDOX2,651,582 shares · 0.6% of their software · price +$16.9M$243M−$2.5M
- Block, Inc.XYZ3,945,474 shares · 0.5% of their software · price −$121M$214M−$85.4M
- Grab Holdings LimitedGRAB46,003,746 shares · 0.5% of their software · price −$8.7M$208M−$102M
- UnityU10,378,897 shares · 0.5% of their software · price −$29.9M$203M+$140M
- AtlassianTEAM880,406 shares · 0.5% of their software · price −$27.4M$187M+$99.9M
- WixWIX1,080,830 shares · 0.4% of their software · price −$55.3M$177M−$92.2M
- Clearwater AnalyticsCWAN6,412,929 shares · 0.4% of their software$172M—
- DatadogDDOG1,672,477 shares · 0.4% of their software · price −$73.1M$166M−$37.1M
- SAPSAP610,948 shares · 0.4% of their software · price +$13.6M$164M−$13.2M
- DocuSignDOCU1,826,949 shares · 0.4% of their software · price −$15.6M$149M+$130M
- ProcorePCOR2,210,749 shares · 0.4% of their software · price −$19.7M$146M+$33.8M
- F5, Inc.FFIV503,440 shares · 0.3% of their software · price +$7.5M$134M−$57.9M
- Fiserv, Inc.FISV565,201 shares · 0.3% of their software · price +$8.7M$125M+$107M
- CadenceCDNS463,353 shares · 0.3% of their software · price −$21.4M$118M+$17.9M
- WorkdayWDAY487,631 shares · 0.3% of their software · price −$11.9M$114M−$65.3M
- Tyler TechnologiesTYL191,805 shares · 0.3% of their software · price +$911K$112MFlat
- DigitalOceanDOCN2,970,512 shares · 0.2% of their software · price −$2.0M$99.2MFlat
- AvePointAVPT6,770,712 shares · 0.2% of their software · price −$14.0M$97.8M+$5.6M
- WEX Inc.WEX539,460 shares · 0.2% of their software · price −$9.9M$84.7M−$50.8M
- Palo Alto NetworksPANW493,440 shares · 0.2% of their software · price −$5.6M$84.2M−$35.1M
- BILLBILL1,646,992 shares · 0.2% of their software · price −$63.9M$75.6M−$1.5M
- The Trade DeskTTD1,346,803 shares · 0.2% of their software · price −$84.6M$73.7M−$25.0M
- AutodeskADSK267,749 shares · 0.2% of their software · price −$9.0M$70.1M−$8.9M
- ProgressPRGS1,356,882 shares · 0.2% of their software · price −$18.5M$69.9M+$31.2M
- Fair IsaacFICO37,367 shares · 0.2% of their software · price −$5.5M$68.9M−$77.4M
- MagniteMGNI5,903,271 shares · 0.2% of their software · price −$26.6M$67.4M−$17.9M
- Sprout SocialSPT2,829,877 shares · 0.1% of their software · price −$24.7M$62.2M−$23.1M
- Clear Secure, Inc.YOU2,346,214 shares · 0.1% of their software · price −$1.7M$60.8M−$26.0M
- PegasystemsPEGA785,516 shares · 0.1% of their software · price −$18.6M$54.6M+$4.3M
- Five9FIVN1,917,052 shares · 0.1% of their software · price −$25.9M$52.0M+$5.4M
- VeriskVRSK166,621 shares · 0.1% of their software · price +$3.7M$49.6M−$4.9M
- FreshworksFRSH3,459,434 shares · 0.1% of their software · price −$7.1M$48.8MNew · +$55.9M
- ePlus inc.PLUS780,298 shares · 0.1% of their software · price −$10.0M$47.6M−$11.6M
- BrazeBRZE1,307,700 shares · 0.1% of their software · price −$7.6M$47.2M+$4.8M
- GitLabGTLB803,372 shares · 0.1% of their software · price −$7.5M$37.8M+$3.4M
- Remitly Global, Inc.RELY1,813,810 shares · 0.1% of their software · price −$3.2M$37.7M−$5.3M
- DynatraceDT783,942 shares · 0.1% of their software · price −$5.6M$37.0M+$7.7M
- Intapp, Inc.INTA630,609 shares · 0.1% of their software · price −$3.6M$36.8M−$14.1M
- PaycomPAYC154,082 shares · 0.1% of their software · price +$2.1M$33.7M+$8.3M
- Global-EGLBE938,463 shares · 0.1% of their software · price −$17.7M$33.5M+$840K
- SPS CommerceSPSC247,652 shares · 0.1% of their software · price −$12.7M$32.9M+$3.0M
- Joint Stock Company Kaspi.kzKSPI343,173 shares · 0.1% of their software · price −$638K$31.9M−$3.8M
- SnowflakeSNOW194,370 shares · 0.1% of their software · price −$1.6M$28.4M+$13.3M
- Agilysys, Inc.AGYS388,978 shares · 0.1% of their software · price −$23.0M$28.2MSplit
- Repay Holdings CorporationRPAY4,917,703 shares · 0.1% of their software · price −$10.1M$27.4M+$1.6M
- PAR Technology CorporationPAR434,244 shares · 0.1% of their software · price −$4.9M$26.6M+$13.6M
- OracleORCL185,037 shares · 0.1% of their software · price −$5.0M$25.9M+$2.1M
- TwilioTWLO260,069 shares · 0.1% of their software · price −$2.6M$25.5M+$27.5M
- CommvaultCVLT142,877 shares · 0.1% of their software · price +$979K$22.5MNew · +$21.6M
- CCC Intelligent Solutions Holdings Inc.CCC2,242,939 shares · 0.0% of their software · price −$6.1M$20.3M−$8.2M
- A10 Networks, Inc.ATEN1,130,119 shares · 0.0% of their software · price −$2.3M$18.5M+$16.6M
- SamsaraIOT456,959 shares · 0.0% of their software · price −$2.4M$17.5M+$19.6M
- SentinelOneS960,043 shares · 0.0% of their software · price −$3.9M$17.5M−$10.7M
- SemrushSEMR1,819,030 shares · 0.0% of their software$17.0M—
- DoceboDCBO586,513 shares · 0.0% of their software · price −$9.4M$16.8MNew · +$26.3M
- Adeia Inc.ADEA1,229,245 shares · 0.0% of their software · price −$934K$16.3M+$1.7M
- Xperi Inc.XPER2,091,742 shares · 0.0% of their software · price −$5.3M$16.1M+$2.1M
- FlywireFLYW1,661,263 shares · 0.0% of their software · price −$18.5M$15.8MNew · +$34.3M
- Payoneer Global Inc.PAYO2,255,717 shares · 0.0% of their software · price −$6.2M$15.7M−$595K
- International Money Express, Inc.IMXI1,190,518 shares · 0.0% of their software · price −$9.8M$15.0M−$7.1M
- VaronisVRNS357,609 shares · 0.0% of their software · price −$1.4M$14.5M+$758K
- Shift4 Payments, Inc.FOUR167,439 shares · 0.0% of their software · price −$3.7M$13.7M−$9.1M
- Upbound Group, Inc.UPBD556,295 shares · 0.0% of their software · price −$2.9M$13.3MFlat
- AppFolioAPPF55,257 shares · 0.0% of their software · price −$1.5M$12.2M−$8.8M
- RingCentralRNG445,591 shares · 0.0% of their software · price −$4.6M$11.0MFlat
- ACI WorldwideACIW194,190 shares · 0.0% of their software · price +$544K$10.6MNew · +$10.1M
- VeriSign, Inc.VRSN38,913 shares · 0.0% of their software · price +$1.8M$9.9M−$1.6M
- PubMaticPUBM1,077,921 shares · 0.0% of their software · price −$6.0M$9.9M+$2.6M
- Health CatalystHCAT2,085,392 shares · 0.0% of their software · price −$5.3M$9.4M+$893K
- Paychex, Inc.PAYX54,512 shares · 0.0% of their software · price +$766K$8.4M+$2.6M
- CoStarCSGP93,434 shares · 0.0% of their software · price +$714K$7.4M−$2.1M
- SimilarwebSMWB889,363 shares · 0.0% of their software · price −$5.2M$7.4MNew · +$12.6M
- monday.comMNDY30,027 shares · 0.0% of their software$7.3M−$2.8M
- Calix, Inc.CALX200,541 shares · 0.0% of their software$7.1MFlat
- Full Truck Alliance Co. Ltd.YMM532,858 shares · 0.0% of their software · price +$1.0M$6.8MNew · +$5.8M
- FortinetFTNT70,513 shares · 0.0% of their software$6.8MFlat
- OpenTextOTEX267,375 shares · 0.0% of their software · price −$818K$6.7MFlat
- InterDigital, Inc.IDCC31,466 shares · 0.0% of their software$6.5M+$4.7M
- Mitek Systems, Inc.MITK785,581 shares · 0.0% of their software · price −$2.3M$6.5MFlat
- LightspeedLSPD738,428 shares · 0.0% of their software · price −$4.8M$6.5M+$1.1M
- DuolingoDUOL19,955 shares · 0.0% of their software$6.2M+$5.5M
- Zeta GlobalZETA389,802 shares · 0.0% of their software · price −$1.7M$5.3MFlat
- DoubleVerifyDV368,588 shares · 0.0% of their software · price −$2.2M$4.9M−$898K
- CrowdStrikeCRWD12,092 shares · 0.0% of their software$4.3M+$960K
- Gen DigitalGEN129,504 shares · 0.0% of their software$3.4MFlat
- SoundHound AI, Inc.SOUN417,461 shares · 0.0% of their software · price −$4.9M$3.4MFlat
- Check PointCHKP14,155 shares · 0.0% of their software · price +$583K$3.2MFlat
- C3.aiAI132,094 shares · 0.0% of their software · price −$1.8M$2.8MFlat
- Simulations PlusSLP100,255 shares · 0.0% of their software$2.5MNew · +$2.8M
- NICENICE15,330 shares · 0.0% of their software$2.4MNew · +$2.6M
- ZoomZM31,021 shares · 0.0% of their software$2.3MFlat
- Strategy IncMSTR6,816 shares · 0.0% of their software$2.0M+$942K
- NetApp, Inc.NTAP21,884 shares · 0.0% of their software · price −$618K$1.9M+$513K
- OktaOKTA13,799 shares · 0.0% of their software$1.5M−$1.6M
- DropboxDBX54,312 shares · 0.0% of their software$1.5MFlat
- BroadridgeBR5,849 shares · 0.0% of their software$1.4MFlat
- TrimbleTRMB21,379 shares · 0.0% of their software$1.4MFlat
- ToastTOST37,469 shares · 0.0% of their software$1.2M+$691K
- Bandwidth Inc.BAND91,035 shares · 0.0% of their software$1.2MNew · +$1.5M
- DescartesDSGX10,357 shares · 0.0% of their software$1.0MFlat
- ElasticESTC11,632 shares · 0.0% of their software$1.0M+$616K
- CloudflareNET8,382 shares · 0.0% of their software$945KFlat
- LiveRamp Holdings, Inc.RAMP31,306 shares · 0.0% of their software$818KFlat
- DoximityDOCS11,639 shares · 0.0% of their software$675KFlat
- AkamaiAKAM7,298 shares · 0.0% of their software$587KFlat
- NutanixNTNX4,727 shares · 0.0% of their software$330K−$1.3M
- Manhattan AssociatesMANH1,810 shares · 0.0% of their software$313K−$2.8M
- Core Scientific, Inc.CORZ11,967 shares · 0.0% of their software$87KFlat