Generalist · Boston, MA
Wellington Management Group
Q4 2025 · compared with Q3 2025
Filed as Wellington Management Group LLP
- Software
- $46.0B
- Weight of 13F
- 8.1%
- Names
- 131
- Net bought
- +$4.1B
Filed 17 February 2026 · SEC filing.
1,763 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
- MicrosoftMSFT48,909,443 shares · 51.4% of their software · price −$1.7B$23.7B−$1.4B
- IntuitINTU3,600,944 shares · 5.2% of their software · price −$73.8M$2.4B−$292M
- Automatic Data Processing, Inc.ADP7,374,504 shares · 4.1% of their software · price −$267M$1.9B+$160M
- PalantirPLTR7,884,060 shares · 3.0% of their software · price −$36.8M$1.4B+$493M
- ServiceNowNOW8,229,232 shares · 2.7% of their software · price −$6.3B$1.3B+$5.5B
- ShopifySHOP6,452,265 shares · 2.3% of their software · price +$79.7M$1.0B−$240M
- CadenceCDNS2,553,225 shares · 1.7% of their software · price −$98.8M$798M+$615M
- OracleORCL3,984,003 shares · 1.7% of their software · price −$344M$777M−$738M
- UnityU15,486,346 shares · 1.5% of their software · price +$64.0M$684M−$109M
- SnowflakeSNOW3,002,945 shares · 1.4% of their software · price −$18.6M$659M−$124M
- AppLovinAPP882,213 shares · 1.3% of their software · price −$39.5M$594M+$135M
- AutodeskADSK1,868,159 shares · 1.2% of their software · price −$40.5M$553M+$302M
- TrimbleTRMB6,199,706 shares · 1.1% of their software · price −$20.5M$486M+$282M
- NetApp, Inc.NTAP4,532,254 shares · 1.1% of their software · price −$51.5M$485M−$45.4M
- SynopsysSNPS1,001,678 shares · 1.0% of their software · price −$23.7M$471M−$526M
- Uber Technologies, Inc.UBER5,740,678 shares · 1.0% of their software · price −$93.3M$469M−$287M
- WixWIX3,550,171 shares · 0.8% of their software · price −$262M$369M+$28.3M
- Block, Inc.XYZ5,608,969 shares · 0.8% of their software · price −$40.3M$365M+$45.2M
- SalesforceCRM1,344,973 shares · 0.8% of their software · price +$37.5M$356M+$102M
- HubSpotHUBS874,901 shares · 0.8% of their software · price −$58.2M$351M−$274M
- DynatraceDT7,999,919 shares · 0.8% of their software · price −$40.9M$347M+$32.0M
- CloudflareNET1,707,014 shares · 0.7% of their software · price −$29.8M$337M+$96.8M
- PTCPTC1,820,299 shares · 0.7% of their software · price −$52.4M$317M−$156M
- VeevaVEEV1,322,981 shares · 0.6% of their software · price −$98.8M$295M−$42.9M
- Roper Technologies, Inc.ROP606,824 shares · 0.6% of their software · price −$32.5M$270M+$43.7M
- ProcorePCOR3,539,062 shares · 0.6% of their software · price −$637K$257M+$10.0M
- Amdocs LimitedDOX3,135,897 shares · 0.5% of their software · price −$4.8M$252MFlat
- MorningstarMORN1,136,213 shares · 0.5% of their software · price −$16.7M$247M+$121M
- SamsaraIOT6,269,398 shares · 0.5% of their software · price −$11.3M$222M+$115M
- F5, Inc.FFIV838,959 shares · 0.5% of their software · price −$57.0M$214M+$136M
- Tyler TechnologiesTYL447,593 shares · 0.4% of their software · price −$31.0M$203M−$80.1M
- Corpay, Inc.CPAY624,570 shares · 0.4% of their software · price +$8.0M$188M−$2.0M
- CrowdStrikeCRWD376,873 shares · 0.4% of their software · price −$8.1M$177M+$110M
- GuidewireGWRE848,007 shares · 0.4% of their software · price −$24.5M$170M−$15.6M
- Grab Holdings LimitedGRAB34,109,838 shares · 0.4% of their software · price −$35.1M$170M+$8.0M
- PegasystemsPEGA2,721,958 shares · 0.4% of their software · price +$6.0M$163M+$34.5M
- BILLBILL2,886,596 shares · 0.3% of their software · price +$4.5M$157M−$28.8M
- Figma, Inc.FIG4,158,559 shares · 0.3% of their software · price −$60.3M$155M+$141M
- MagniteMGNI8,629,238 shares · 0.3% of their software · price −$47.9M$140M+$75.9M
- NutanixNTNX2,531,214 shares · 0.3% of their software · price −$57.5M$131M+$96.6M
- Palo Alto NetworksPANW636,632 shares · 0.3% of their software · price −$12.4M$117M+$1.8M
- Clearwater AnalyticsCWAN4,835,344 shares · 0.3% of their software$117M—
- Navan, Inc.NAVN5,556,071 shares · 0.2% of their software$94.9MNew · +$94.9M
- MongoDBMDB220,271 shares · 0.2% of their software · price +$24.1M$92.4M+$16.3M
- Clear Secure, Inc.YOU2,626,856 shares · 0.2% of their software · price +$4.5M$92.2M+$4.6M
- Full Truck Alliance Co. Ltd.YMM8,191,592 shares · 0.2% of their software · price −$18.3M$87.9MNew · +$106M
- Intapp, Inc.INTA1,854,857 shares · 0.2% of their software · price +$9.1M$85.0M−$1.5M
- AvePointAVPT6,009,236 shares · 0.2% of their software · price −$6.7M$83.5M−$5.6M
- Agilysys, Inc.AGYS681,070 shares · 0.2% of their software · price +$9.3M$80.9M−$992K
- DatadogDDOG552,902 shares · 0.2% of their software · price −$3.5M$75.2M−$59.4M
- SAPSAP286,210 shares · 0.2% of their software · price −$7.0M$69.5M−$47.6M
- MNTN, Inc.MNTN5,730,723 shares · 0.1% of their software · price −$37.9M$68.4M+$7.1M
- FlywireFLYW4,828,197 shares · 0.1% of their software · price +$3.0M$68.4M+$19.9M
- VeriskVRSK301,834 shares · 0.1% of their software · price −$8.4M$67.5M−$5.2M
- FreshworksFRSH5,359,784 shares · 0.1% of their software · price +$2.6M$65.7M+$5.3M
- Fair IsaacFICO37,012 shares · 0.1% of their software · price +$7.2M$62.6M+$49.3M
- ProgressPRGS1,394,349 shares · 0.1% of their software · price −$1.4M$59.9M+$2.0M
- Via Transportation, Inc.VIA1,909,623 shares · 0.1% of their software · price −$36.4M$55.4M−$1.8M
- Wealthfront CorporationWLTH3,986,938 shares · 0.1% of their software$54.2MNew · +$54.2M
- Joint Stock Company Kaspi.kzKSPI680,216 shares · 0.1% of their software · price −$2.4M$53.1M−$5.1M
- Dave Inc.DAVE189,048 shares · 0.1% of their software · price +$4.2M$41.9M+$2.4M
- ePlus inc.PLUS460,754 shares · 0.1% of their software · price +$7.7M$40.4M−$756K
- WEX Inc.WEX265,873 shares · 0.1% of their software · price −$2.3M$39.6M−$6.4M
- Remitly Global, Inc.RELY2,832,444 shares · 0.1% of their software · price −$7.1M$39.1M−$1.0M
- nCinoNCNO1,402,586 shares · 0.1% of their software · price −$2.1M$36.0M+$1.1M
- A10 Networks, Inc.ATEN2,020,067 shares · 0.1% of their software · price −$929K$35.7M−$620K
- CommvaultCVLT281,555 shares · 0.1% of their software · price −$17.9M$35.3M+$26.9M
- Adeia Inc.ADEA1,998,488 shares · 0.1% of their software · price +$899K$34.5M+$13.2M
- Calix, Inc.CALX639,729 shares · 0.1% of their software · price −$5.4M$33.9M−$1.2M
- AtlassianTEAM206,911 shares · 0.1% of their software · price +$505K$33.5M+$17.3M
- VertexVERX1,540,091 shares · 0.1% of their software · price −$7.4M$30.8M−$15.4M
- ServiceTitanTTAN286,609 shares · 0.1% of their software · price +$1.6M$30.5M−$506K
- ZscalerZS134,089 shares · 0.1% of their software · price −$10.0M$30.2M−$15.2M
- DigitalOceanDOCN598,986 shares · 0.1% of their software · price +$8.4M$28.8M+$12.2M
- Rubrik, Inc.RBRK373,533 shares · 0.1% of their software · price −$2.2M$28.6M+$17.7M
- GoDaddyGDDY226,871 shares · 0.1% of their software · price −$2.9M$28.2M−$12.4M
- ACI WorldwideACIW584,041 shares · 0.1% of their software · price −$2.9M$27.9M−$2.0M
- InterDigital, Inc.IDCC84,157 shares · 0.1% of their software · price −$2.3M$26.8M+$15.7M
- AdobeADBE75,449 shares · 0.1% of their software$26.4M−$197M
- Cellebrite DI Ltd.CLBT1,389,722 shares · 0.1% of their software · price −$695K$25.1M+$2.4M
- Upbound Group, Inc.UPBD1,315,672 shares · 0.1% of their software · price −$8.0M$23.1M+$1.4M
- AmplitudeAMPL1,964,050 shares · 0.0% of their software · price +$1.7M$22.7M−$671K
- SentinelOneS1,511,149 shares · 0.0% of their software · price −$3.9M$22.7M+$3.9M
- SimilarwebSMWB3,001,433 shares · 0.0% of their software · price −$5.4M$22.5M+$5.1M
- Alight, Inc.ALIT11,488,004 shares · 0.0% of their software · price −$15.0M$22.4M−$7.9M
- WaystarWAY671,733 shares · 0.0% of their software · price −$3.5M$22.0M+$20.1M
- Zeta GlobalZETA930,807 shares · 0.0% of their software$18.9MFlat
- monday.comMNDY119,649 shares · 0.0% of their software · price −$5.5M$17.7M−$17.1M
- NetScout Systems, Inc.NTCT598,279 shares · 0.0% of their software · price +$736K$16.2M−$637K
- TwilioTWLO112,917 shares · 0.0% of their software · price +$4.8M$16.1M+$5.9M
- Xperi Inc.XPER2,265,735 shares · 0.0% of their software · price −$1.4M$13.3M+$1.0M
- Shift4 Payments, Inc.FOUR206,680 shares · 0.0% of their software · price −$3.0M$13.0M−$898K
- OpenTextOTEX389,247 shares · 0.0% of their software · price −$1.9M$12.7M+$3.0M
- RingCentralRNG393,317 shares · 0.0% of their software$11.4M−$749K
- PubMaticPUBM1,170,952 shares · 0.0% of their software · price +$691K$10.4M−$2.5M
- DoceboDCBO437,595 shares · 0.0% of their software · price −$2.2M$9.7MFlat
- Paychex, Inc.PAYX81,310 shares · 0.0% of their software · price −$1.2M$9.1M+$4.4M
- PaylocityPCTY57,180 shares · 0.0% of their software$8.7M+$689K
- Mitek Systems, Inc.MITK718,514 shares · 0.0% of their software · price +$560K$7.6MFlat
- Gen DigitalGEN262,161 shares · 0.0% of their software$7.1M+$558K
- CCC Intelligent Solutions Holdings Inc.CCC884,584 shares · 0.0% of their software · price −$1.0M$7.0M−$25.9M
- Bandwidth Inc.BAND437,125 shares · 0.0% of their software · price −$533K$6.8MFlat
- Core Scientific, Inc.CORZ431,707 shares · 0.0% of their software · price −$1.5M$6.3MNew · +$7.7M
- FortinetFTNT73,331 shares · 0.0% of their software$5.8M+$585K
- WorkdayWDAY23,974 shares · 0.0% of their software · price −$622K$5.1M−$7.1M
- DuolingoDUOL25,404 shares · 0.0% of their software · price −$3.7M$4.5MFlat
- CoStarCSGP53,668 shares · 0.0% of their software · price −$919K$3.6M−$1.1M
- Check PointCHKP16,195 shares · 0.0% of their software$3.0MFlat
- Fiserv, Inc.FISV38,188 shares · 0.0% of their software · price −$2.4M$2.6M−$4.9M
- Global-EGLBE64,970 shares · 0.0% of their software$2.6M−$16.4M
- PaycomPAYC14,966 shares · 0.0% of their software · price −$730K$2.4M−$20.7M
- ZoomZM22,154 shares · 0.0% of their software$1.9MFlat
- DoubleVerifyDV160,689 shares · 0.0% of their software$1.8M+$729K
- BroadridgeBR8,110 shares · 0.0% of their software$1.8MFlat
- Strategy IncMSTR9,621 shares · 0.0% of their software · price −$1.6M$1.5MFlat
- DropboxDBX51,442 shares · 0.0% of their software$1.4MFlat
- VeriSign, Inc.VRSN5,184 shares · 0.0% of their software$1.3M−$4.0M
- Yalla Group LimitedYALA170,694 shares · 0.0% of their software$1.2MFlat
- Payoneer Global Inc.PAYO348,966 shares · 0.0% of their software$1.2M−$2.4M
- DescartesDSGX12,353 shares · 0.0% of their software$1.1MFlat
- OktaOKTA11,760 shares · 0.0% of their software$1.0M−$1.9M
- PagSeguro Digital Ltd.PAGS101,055 shares · 0.0% of their software$974K−$2.7M
- DoximityDOCS18,979 shares · 0.0% of their software · price −$548K$840KFlat
- ToastTOST16,453 shares · 0.0% of their software$584K−$6.6M
- DocuSignDOCU7,808 shares · 0.0% of their software$534K−$134M
- LiveRamp Holdings, Inc.RAMP15,462 shares · 0.0% of their software$454KFlat
- CoreWeave, Inc.CRWV6,340 shares · 0.0% of their software$454KNew · +$868K
- Tuya Inc.TUYA168,360 shares · 0.0% of their software$355KNew · Flat
- AkamaiAKAM3,537 shares · 0.0% of their software$309KFlat
- Bentley SystemsBSY5,908 shares · 0.0% of their software$225KFlat
- StoneCo Ltd.STNE14,071 shares · 0.0% of their software$208K−$1.1M