Generalist · Boston, MA
Massachusetts Financial Services CO
Q4 2025 · compared with Q3 2025
Filed as Massachusetts Financial Services CO /ma/
- Software
- $27.4B
- Weight of 13F
- 8.9%
- Names
- 78
- Net bought
- −$2.8B
Filed 22 January 2026 · SEC filing.
908 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 202674 names$18.2B−$2.7B
- Q1 202668 names$20.3B−$2.9B
- Q4 202578 names$27.4B−$2.8B
- Q3 202576 names$33.0B−$279M
- Q2 202575 names$32.6B−$1.8B
- Q1 202574 names$29.3B−$968M
- Q4 202472 names$33.1B−$2.0B
- Q3 202472 names$33.6B−$1.2B
- Q2 202474 names$34.7B−$1.3B
- Q1 202467 names$35.5B+$338M
- Q4 202365 names$31.8B−$993M
- Q3 202361 names$28.3B−$563M
- Q2 202359 names$30.1B−$1.4B
- Q1 202363 names$27.6B−$540M
- Q4 202264 names$24.2B−$1.9B
- Q3 202266 names$24.9B−$1.0B
- Q2 202264 names$27.7B+$1.4B
- Q1 202269 names$32.9B−$1.5B
- Q4 202174 names$38.8B−$255M
- Q3 202170 names$36.2B−$361M
- Q2 202167 names$35.2B+$5.7B
- Q1 202165 names$32.7B−$51.0M
- Q4 202059 names$33.1B−$160M
- Q3 202057 names$30.0B+$484M
- Q2 202045 names$26.9B+$636M
- Q1 202047 names$20.1B+$865M
- Q4 201948 names$20.8B+$582M
- Q3 201947 names$18.6B+$114M
- Q2 201945 names$18.4B−$153M
- Q1 201947 names$17.3B+$136M
- Q4 201843 names$14.2B+$220M
- Q3 201844 names$16.0B−$206M
- Q2 201845 names$14.3B+$592M
- Q1 201843 names$12.8B+$2.0B
- Q4 201740 names$11.5B+$246M
- Q3 201738 names$10.6B+$174M
- Q2 201737 names · $152M in calls, not in the total$9.9B−$321M
- Q1 201735 names$9.5B−$23.9M
- Q4 201631 names$8.4B+$477M
- Q3 201631 names$7.8B+$454M
- Q2 201630 names$7.3B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT27,071,322 shares · 47.7% of their software · price −$929M$13.1B−$1.7B
- CadenceCDNS4,794,286 shares · 5.5% of their software · price −$185M$1.5B−$183M
- Check PointCHKP7,937,229 shares · 5.4% of their software · price −$169M$1.5B+$366M
- AutodeskADSK3,509,562 shares · 3.8% of their software · price −$76.0M$1.0BFlat
- ShopifySHOP5,892,833 shares · 3.5% of their software · price +$72.8M$949M+$52.9M
- GuidewireGWRE4,258,486 shares · 3.1% of their software · price −$123M$856M−$128M
- SalesforceCRM2,844,232 shares · 2.7% of their software · price +$79.4M$753M−$244M
- AppLovinAPP1,010,989 shares · 2.5% of their software · price −$45.2M$681M−$47.5M
- IntuitINTU976,145 shares · 2.4% of their software · price −$20.0M$647M+$285M
- DatadogDDOG3,827,106 shares · 1.9% of their software · price −$24.5M$520M−$65.9M
- VeriskVRSK1,903,422 shares · 1.6% of their software · price −$53.0M$426M−$167M
- Uber Technologies, Inc.UBER4,902,660 shares · 1.5% of their software · price −$79.7M$401M+$190M
- OktaOKTA4,249,834 shares · 1.3% of their software · price −$22.2M$367M−$35.4M
- TrimbleTRMB4,217,742 shares · 1.2% of their software · price −$13.9M$330M+$55.1M
- CrowdStrikeCRWD699,980 shares · 1.2% of their software · price −$15.1M$328M−$26.5M
- SnowflakeSNOW1,490,569 shares · 1.2% of their software · price −$9.2M$327M+$275M
- CloudflareNET1,639,661 shares · 1.2% of their software · price −$28.6M$323M+$72.3M
- MongoDBMDB715,100 shares · 1.1% of their software · price +$78.2M$300M+$191M
- PegasystemsPEGA4,928,146 shares · 1.1% of their software · price +$10.9M$294M−$3.4M
- SynopsysSNPS488,767 shares · 0.8% of their software · price −$11.6M$230M−$186M
- CoStarCSGP3,159,925 shares · 0.8% of their software · price −$54.1M$212M−$358M
- Tyler TechnologiesTYL399,969 shares · 0.7% of their software · price −$27.7M$182M−$235M
- ServiceNowNOW1,052,936 shares · 0.6% of their software · price −$808M$161M+$657M
- Sportradar Group AGSRAD6,067,263 shares · 0.5% of their software · price −$19.0M$144MFlat
- Manhattan AssociatesMANH784,835 shares · 0.5% of their software · price −$24.9M$136M+$22.3M
- UnityU2,905,820 shares · 0.5% of their software · price +$12.0M$128M+$10.1M
- VeevaVEEV516,394 shares · 0.4% of their software · price −$38.6M$115M−$551M
- OracleORCL459,968 shares · 0.3% of their software · price −$39.7M$89.7M−$46.5M
- JFrogFROG1,345,935 shares · 0.3% of their software · price +$20.4M$84.1M+$15.7M
- MorningstarMORN361,687 shares · 0.3% of their software · price −$5.3M$78.6M−$20.8M
- Fiserv, Inc.FISV1,149,288 shares · 0.3% of their software · price −$71.0M$77.2M−$450M
- ServiceTitanTTAN702,091 shares · 0.3% of their software · price +$4.0M$74.8MFlat
- AtlassianTEAM386,497 shares · 0.2% of their software · price +$943K$62.7M−$253M
- Netskope, Inc.NTSK3,561,508 shares · 0.2% of their software · price −$18.5M$62.5M+$8.5M
- BullishBLSH1,563,985 shares · 0.2% of their software · price −$40.3M$59.2M+$6.7M
- HubSpotHUBS146,879 shares · 0.2% of their software · price −$9.8M$58.9M+$27.7M
- WixWIX520,633 shares · 0.2% of their software · price −$38.4M$54.1M+$38.2M
- VertexVERX2,698,276 shares · 0.2% of their software · price −$13.0M$53.9M−$21.6M
- SAPSAP209,722 shares · 0.2% of their software · price −$5.1M$50.9M−$668K
- NCR Atleos CorporationNATL1,255,678 shares · 0.2% of their software · price −$1.5M$47.9M−$5.4M
- Q2QTWO616,524 shares · 0.2% of their software$44.5M−$103M
- PalantirPLTR245,664 shares · 0.2% of their software · price −$1.1M$43.7M−$26.2M
- ACI WorldwideACIW905,225 shares · 0.2% of their software · price −$4.5M$43.3M−$5.8M
- SchrödingerSDGR2,291,349 shares · 0.1% of their software · price −$5.0M$41.0M+$4.4M
- SentinelOneS2,501,905 shares · 0.1% of their software · price −$6.5M$37.5M+$945K
- Grab Holdings LimitedGRAB7,478,218 shares · 0.1% of their software · price −$7.7M$37.3M+$22.3M
- DropboxDBX1,329,443 shares · 0.1% of their software · price −$3.2M$37.0M+$503K
- AlkamiALKT1,570,754 shares · 0.1% of their software · price −$2.8M$36.2MFlat
- ZoomZM396,099 shares · 0.1% of their software · price +$1.5M$34.2M+$3.0M
- CCC Intelligent Solutions Holdings Inc.CCC4,062,487 shares · 0.1% of their software · price −$4.7M$32.3M−$1.9M
- Roper Technologies, Inc.ROP72,374 shares · 0.1% of their software · price −$3.9M$32.2M+$7.9M
- Amdocs LimitedDOX399,699 shares · 0.1% of their software · price −$616K$32.2M−$3.3M
- BoxBOX805,447 shares · 0.1% of their software · price −$1.9M$24.1M+$6.3M
- GoDaddyGDDY169,599 shares · 0.1% of their software · price −$2.2M$21.0M−$9.8M
- nCinoNCNO746,438 shares · 0.1% of their software · price −$1.1M$19.1M−$639K
- VeriSign, Inc.VRSN73,873 shares · 0.1% of their software · price −$2.7M$17.9M−$2.1M
- Thryv Holdings, Inc.THRY2,822,888 shares · 0.1% of their software · price −$17.0M$17.1M+$7.3M
- ElasticESTC214,759 shares · 0.1% of their software · price −$1.9M$16.2M−$1.3M
- Figma, Inc.FIG407,270 shares · 0.1% of their software · price −$5.9M$15.2M−$1.1M
- SS&CSSNC170,560 shares · 0.1% of their software$14.9MFlat
- DescartesDSGX157,404 shares · 0.1% of their software · price −$1.0M$13.8M−$22.9M
- ZscalerZS51,246 shares · 0.0% of their software · price −$3.8M$11.5M−$17.5M
- Block, Inc.XYZ157,480 shares · 0.0% of their software · price −$1.1M$10.3M−$109M
- CertaraCERT853,541 shares · 0.0% of their software · price −$2.9M$7.5M−$6.0M
- Five9FIVN254,190 shares · 0.0% of their software · price −$1.1M$5.1M+$4.7M
- BILLBILL81,181 shares · 0.0% of their software$4.4MFlat
- Lyft, Inc.LYFT197,050 shares · 0.0% of their software · price −$520K$3.8MFlat
- Clear Secure, Inc.YOU103,667 shares · 0.0% of their software$3.6MFlat
- Cerence Inc.CRNC207,609 shares · 0.0% of their software$2.2MNew · +$2.6M
- OpenTextOTEX25,106 shares · 0.0% of their software$818KFlat
- GigaCloud Technology Inc.GCT15,942 shares · 0.0% of their software$626KNew · Flat
- Consensus Cloud Solutions, Inc.CCSI22,368 shares · 0.0% of their software$488KFlat
- PTCPTC2,770 shares · 0.0% of their software$483K−$34.1M
- Dave Inc.DAVE1,695 shares · 0.0% of their software$375KNew · Flat
- AdobeADBE1,031 shares · 0.0% of their software$361K−$8.3M
- Corpay, Inc.CPAY920 shares · 0.0% of their software$277KNew · Flat
- PhreesiaPHR13,673 shares · 0.0% of their software$231KNew · Flat
- PagerDutyPD10,346 shares · 0.0% of their software$136K−$1.6M