Generalist · Boston, MA
Wellington Management Group
Q2 2025 · compared with Q1 2025
Filed as Wellington Management Group LLP
- Software
- $52.1B
- Weight of 13F
- 9.5%
- Names
- 134
- Net bought
- +$565M
Filed 14 August 2025 · SEC filing.
Call exposure on these names is $1.2M across 12 lines. Calls are not in the stock total.
1,780 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
- MicrosoftMSFT53,297,976 shares · 50.9% of their software · price +$6.5B$26.5B+$1.2B
- IntuitINTU5,856,635 shares · 8.9% of their software · price +$1.0B$4.6B+$124M
- ServiceNowNOW2,169,240 shares · 4.3% of their software · price +$503M$2.2B+$62.1M
- Uber Technologies, Inc.UBER22,687,787 shares · 4.1% of their software · price +$464M$2.1B−$745M
- SalesforceCRM6,198,020 shares · 3.2% of their software · price +$26.8M$1.7B−$379M
- Automatic Data Processing, Inc.ADP4,621,367 shares · 2.7% of their software · price +$13.3M$1.4BFlat
- ShopifySHOP9,557,472 shares · 2.1% of their software · price +$190M$1.1B+$103M
- Roper Technologies, Inc.ROP1,884,692 shares · 2.1% of their software · price −$42.9M$1.1B+$285M
- HubSpotHUBS1,828,737 shares · 2.0% of their software · price −$26.8M$1.0B+$226M
- GoDaddyGDDY2,990,604 shares · 1.0% of their software$538M−$28.3M
- PTCPTC3,025,866 shares · 1.0% of their software · price +$52.6M$521M+$101M
- OracleORCL2,252,992 shares · 0.9% of their software · price +$178M$493M+$289M
- SynopsysSNPS888,290 shares · 0.9% of their software · price +$74.5M$455M−$96.2M
- NetApp, Inc.NTAP4,197,144 shares · 0.9% of their software · price +$78.5M$447M+$367M
- VeevaVEEV1,448,478 shares · 0.8% of their software · price +$81.6M$417M−$29.9M
- Block, Inc.XYZ5,528,250 shares · 0.7% of their software · price +$75.2M$376M+$86.0M
- AdobeADBE921,431 shares · 0.7% of their software · price +$3.1M$356M−$20.4M
- GuidewireGWRE1,340,211 shares · 0.6% of their software · price +$64.5M$316M−$62.3M
- WixWIX1,780,600 shares · 0.5% of their software · price −$8.8M$282M+$114M
- Amdocs LimitedDOX3,059,632 shares · 0.5% of their software · price −$796K$279M+$37.3M
- UnityU11,476,198 shares · 0.5% of their software · price +$52.9M$278M+$21.5M
- Grab Holdings LimitedGRAB53,810,929 shares · 0.5% of their software · price +$26.9M$271M+$35.4M
- SnowflakeSNOW1,150,163 shares · 0.5% of their software · price +$89.3M$257M+$140M
- CloudflareNET1,262,833 shares · 0.5% of their software · price +$105M$247M+$141M
- MorningstarMORN780,841 shares · 0.5% of their software · price +$11.0M$245M−$89.7M
- PalantirPLTR1,581,188 shares · 0.4% of their software · price +$82.1M$216M−$366M
- DatadogDDOG1,558,195 shares · 0.4% of their software · price +$54.7M$209M−$11.3M
- Tyler TechnologiesTYL348,288 shares · 0.4% of their software · price +$4.0M$206M+$91.0M
- Clearwater AnalyticsCWAN8,524,751 shares · 0.4% of their software$187M—
- SAPSAP524,577 shares · 0.3% of their software · price +$18.7M$160M−$23.2M
- CadenceCDNS502,668 shares · 0.3% of their software · price +$27.1M$155M+$10.0M
- AppLovinAPP425,394 shares · 0.3% of their software · price +$36.2M$149M−$183M
- DocuSignDOCU1,850,486 shares · 0.3% of their software · price −$6.5M$144M+$1.9M
- Corpay, Inc.CPAY407,792 shares · 0.3% of their software · price −$6.9M$135M−$302M
- MagniteMGNI5,447,837 shares · 0.3% of their software · price +$69.2M$131M−$5.2M
- ProcorePCOR1,915,738 shares · 0.3% of their software · price +$4.6M$131M−$19.5M
- ZscalerZS408,977 shares · 0.2% of their software · price +$47.2M$128M−$165M
- AvePointAVPT6,628,973 shares · 0.2% of their software · price +$32.3M$128M−$2.0M
- VeriskVRSK409,375 shares · 0.2% of their software · price +$5.7M$128M+$72.2M
- Palo Alto NetworksPANW616,611 shares · 0.2% of their software · price +$21.0M$126M+$21.0M
- F5, Inc.FFIV415,152 shares · 0.2% of their software · price +$11.6M$122M−$23.5M
- WorkdayWDAY467,052 shares · 0.2% of their software · price +$3.0M$112M−$4.8M
- DigitalOceanDOCN3,528,353 shares · 0.2% of their software · price −$17.0M$101M+$18.6M
- PegasystemsPEGA1,633,601 shares · 0.2% of their software · price −$25.1M$88.4M+$59.0M
- BILLBILL1,748,080 shares · 0.2% of their software · price +$647K$80.9M+$4.6M
- The Trade DeskTTD1,107,816 shares · 0.2% of their software · price +$19.1M$79.8M−$13.1M
- MNTN, Inc.MNTN3,186,227 shares · 0.1% of their software$69.7MNew · +$69.7M
- ProgressPRGS1,085,680 shares · 0.1% of their software · price +$13.4M$69.3M−$14.0M
- FreshworksFRSH4,481,291 shares · 0.1% of their software · price +$3.6M$66.8M+$14.4M
- AutodeskADSK215,036 shares · 0.1% of their software · price +$10.3M$66.6M−$13.8M
- VeriSign, Inc.VRSN226,640 shares · 0.1% of their software · price +$7.9M$65.5M+$47.7M
- Clear Secure, Inc.YOU2,350,559 shares · 0.1% of their software · price +$4.3M$65.3MFlat
- DynatraceDT895,865 shares · 0.1% of their software · price +$7.2M$49.5M+$5.3M
- WEX Inc.WEX334,865 shares · 0.1% of their software · price −$3.4M$49.2M−$32.1M
- Agilysys, Inc.AGYS392,652 shares · 0.1% of their software · price +$16.5M$45.0MFlat
- VertexVERX1,223,596 shares · 0.1% of their software$43.2MNew · +$42.8M
- AtlassianTEAM201,623 shares · 0.1% of their software · price −$1.8M$40.9M−$144M
- Intapp, Inc.INTA776,164 shares · 0.1% of their software · price −$5.2M$40.1M+$8.5M
- ACI WorldwideACIW741,808 shares · 0.1% of their software · price −$6.5M$34.1M+$30.0M
- Remitly Global, Inc.RELY1,798,330 shares · 0.1% of their software · price −$3.7M$33.8MFlat
- BrazeBRZE1,116,335 shares · 0.1% of their software · price −$8.9M$31.4M−$6.9M
- ePlus inc.PLUS432,393 shares · 0.1% of their software · price +$4.8M$31.2M−$21.2M
- PAR Technology CorporationPAR448,769 shares · 0.1% of their software · price +$3.6M$31.1M+$891K
- GitLabGTLB680,508 shares · 0.1% of their software · price −$1.3M$30.7M−$5.8M
- MongoDBMDB143,514 shares · 0.1% of their software · price +$5.0M$30.1M−$233M
- TwilioTWLO241,651 shares · 0.1% of their software · price +$6.4M$30.1M−$1.8M
- PaycomPAYC128,188 shares · 0.1% of their software · price +$1.7M$29.7M−$5.7M
- CommvaultCVLT166,231 shares · 0.1% of their software · price +$2.8M$29.0M+$3.7M
- monday.comMNDY90,595 shares · 0.1% of their software · price +$6.5M$28.5M+$14.7M
- A10 Networks, Inc.ATEN1,465,291 shares · 0.1% of their software · price +$4.4M$28.4M+$5.5M
- Calix, Inc.CALX519,791 shares · 0.1% of their software · price +$9.2M$27.6M+$11.3M
- SamsaraIOT686,731 shares · 0.1% of their software · price +$996K$27.3M+$8.8M
- SPS CommerceSPSC185,801 shares · 0.0% of their software · price +$624K$25.3M−$8.2M
- CCC Intelligent Solutions Holdings Inc.CCC2,544,922 shares · 0.0% of their software · price +$967K$23.9M+$2.7M
- Core Scientific, Inc.CORZ1,390,168 shares · 0.0% of their software · price +$13.7M$23.7M+$10.0M
- Joint Stock Company Kaspi.kzKSPI249,546 shares · 0.0% of their software · price −$2.0M$21.2M−$8.7M
- Alight, Inc.ALIT3,574,489 shares · 0.0% of their software · price −$965K$20.2MNew · +$21.2M
- VaronisVRNS392,186 shares · 0.0% of their software · price +$4.0M$19.9M+$1.4M
- ServiceTitanTTAN185,163 shares · 0.0% of their software · price +$2.2M$19.8MNew · +$17.6M
- Upbound Group, Inc.UPBD783,324 shares · 0.0% of their software · price +$893K$19.7M+$5.4M
- SentinelOneS995,867 shares · 0.0% of their software$18.2M+$651K
- Adeia Inc.ADEA1,222,424 shares · 0.0% of their software · price +$1.1M$17.3MFlat
- Xperi Inc.XPER2,123,079 shares · 0.0% of their software$16.8MFlat
- PubMaticPUBM1,333,433 shares · 0.0% of their software · price +$4.4M$16.6M+$2.3M
- SemrushSEMR1,786,459 shares · 0.0% of their software$16.2M—
- Shift4 Payments, Inc.FOUR163,097 shares · 0.0% of their software · price +$2.8M$16.2MFlat
- Dave Inc.DAVE58,900 shares · 0.0% of their software · price +$10.9M$15.8MNew · +$4.9M
- Global-EGLBE465,500 shares · 0.0% of their software · price −$982K$15.6M−$16.9M
- Five9FIVN570,219 shares · 0.0% of their software$15.1M−$36.6M
- FlywireFLYW1,228,672 shares · 0.0% of their software · price +$2.7M$14.4M−$4.1M
- Zeta GlobalZETA868,368 shares · 0.0% of their software · price +$1.7M$13.5M+$6.5M
- Fair IsaacFICO7,337 shares · 0.0% of their software$13.4M−$55.4M
- RingCentralRNG435,354 shares · 0.0% of their software · price +$1.6M$12.3MFlat
- AppFolioAPPF44,291 shares · 0.0% of their software$10.2M−$2.4M
- DuolingoDUOL22,869 shares · 0.0% of their software · price +$2.3M$9.4M+$905K
- DoceboDCBO297,989 shares · 0.0% of their software$8.6M−$8.3M
- OpenTextOTEX282,133 shares · 0.0% of their software · price +$1.1M$8.2MFlat
- Fiserv, Inc.FISV47,008 shares · 0.0% of their software · price −$2.3M$8.1M−$114M
- Paychex, Inc.PAYX55,461 shares · 0.0% of their software$8.1MFlat
- International Money Express, Inc.IMXI790,435 shares · 0.0% of their software · price −$2.0M$8.0M−$5.0M
- FortinetFTNT71,258 shares · 0.0% of their software · price +$674K$7.5MFlat
- SimilarwebSMWB932,575 shares · 0.0% of their software$7.3MFlat
- InterDigital, Inc.IDCC32,019 shares · 0.0% of their software · price +$560K$7.2MFlat
- CoStarCSGP86,856 shares · 0.0% of their software$7.0M−$521K
- Mitek Systems, Inc.MITK702,614 shares · 0.0% of their software · price +$1.2M$7.0M−$684K
- CrowdStrikeCRWD13,001 shares · 0.0% of their software · price +$2.0M$6.6MFlat
- Repay Holdings CorporationRPAY1,307,098 shares · 0.0% of their software · price −$980K$6.3M−$20.1M
- Sprout SocialSPT271,768 shares · 0.0% of their software$5.7M−$56.3M
- Full Truck Alliance Co. Ltd.YMM473,155 shares · 0.0% of their software$5.6M−$762K
- SoundHound AI, Inc.SOUN400,121 shares · 0.0% of their software · price +$1.0M$4.3MFlat
- OktaOKTA37,898 shares · 0.0% of their software$3.8M+$2.5M
- Gen DigitalGEN127,413 shares · 0.0% of their software$3.7MFlat
- Strategy IncMSTR8,045 shares · 0.0% of their software · price +$933K$3.3MFlat
- Check PointCHKP14,173 shares · 0.0% of their software$3.1MFlat
- C3.aiAI126,467 shares · 0.0% of their software$3.1MFlat
- AmplitudeAMPL229,370 shares · 0.0% of their software · price +$507K$2.8MNew · +$2.3M
- Bandwidth Inc.BAND146,859 shares · 0.0% of their software$2.3M+$731K
- BroadridgeBR7,461 shares · 0.0% of their software$1.8MFlat
- Simulations PlusSLP98,176 shares · 0.0% of their software · price −$694K$1.7MFlat
- TrimbleTRMB22,452 shares · 0.0% of their software$1.7MFlat
- ZoomZM21,380 shares · 0.0% of their software$1.7M−$711K
- DropboxDBX54,312 shares · 0.0% of their software$1.6MFlat
- DoximityDOCS24,350 shares · 0.0% of their software$1.5M+$738K
- Payoneer Global Inc.PAYO348,966 shares · 0.0% of their software$1.4M−$13.9M
- Yalla Group LimitedYALA177,792 shares · 0.0% of their software$1.2MNew · +$928K
- DoubleVerifyDV75,724 shares · 0.0% of their software$1.1M−$3.9M
- DescartesDSGX10,384 shares · 0.0% of their software$1.1MFlat
- Bentley SystemsBSY13,109 shares · 0.0% of their software$707KNew · +$516K
- AkamaiAKAM7,730 shares · 0.0% of their software$617KFlat
- ToastTOST12,817 shares · 0.0% of their software$568K−$818K
- LiveRamp Holdings, Inc.RAMP15,462 shares · 0.0% of their software$511KFlat
- NutanixNTNX4,029 shares · 0.0% of their software$308KFlat
- SS&CSSNC2,877 shares · 0.0% of their software$238KNew · Flat
- FactSetFDS496 shares · 0.0% of their software$222KNew · Flat