Generalist · Boston, MA
Massachusetts Financial Services CO
Q1 2026 · compared with Q4 2025
Filed as Massachusetts Financial Services CO /ma/
- Software
- $20.3B
- Weight of 13F
- 6.8%
- Names
- 68
- Net bought
- −$2.9B
937 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
- MicrosoftMSFT25,473,981 shares · 52.6% of their software · price −$2.9B$10.7B−$773M
- Check PointCHKP7,942,280 shares · 5.8% of their software · price −$339M$1.2BFlat
- SalesforceCRM4,882,551 shares · 4.6% of their software · price −$382M$933M+$540M
- CadenceCDNS2,974,520 shares · 4.1% of their software · price −$103M$839M−$569M
- AutodeskADSK3,419,138 shares · 4.1% of their software · price −$194M$837M−$26.8M
- ShopifySHOP6,031,360 shares · 3.9% of their software · price −$255M$789M+$22.3M
- VeriskVRSK2,543,490 shares · 2.5% of their software · price −$86.3M$503M+$143M
- Uber Technologies, Inc.UBER6,408,272 shares · 2.3% of their software · price −$62.7M$469M+$123M
- GuidewireGWRE2,995,337 shares · 2.2% of their software · price −$154M$452M−$254M
- AppLovinAPP987,120 shares · 2.0% of their software · price −$272M$399M−$16.1M
- IntuitINTU836,654 shares · 1.9% of their software · price −$192M$379M−$92.4M
- CloudflareNET1,467,110 shares · 1.5% of their software · price +$13.5M$303M−$34.0M
- OktaOKTA3,737,304 shares · 1.5% of their software · price −$29.0M$296M−$44.3M
- SnowflakeSNOW1,682,236 shares · 1.3% of their software · price −$115M$258M+$42.0M
- MongoDBMDB891,744 shares · 1.1% of their software · price −$156M$220M+$74.1M
- TrimbleTRMB2,899,214 shares · 0.9% of their software · price −$38.0M$189M−$103M
- DatadogDDOG1,268,710 shares · 0.7% of their software · price −$22.8M$151M−$348M
- SynopsysSNPS353,748 shares · 0.7% of their software · price −$25.9M$143M−$63.4M
- Sportradar Group AGSRAD6,236,271 shares · 0.5% of their software · price −$43.8M$104M+$4.0M
- PegasystemsPEGA2,377,052 shares · 0.5% of their software · price −$40.8M$101M−$152M
- JFrogFROG1,451,775 shares · 0.3% of their software · price −$22.5M$68.3M+$6.6M
- OracleORCL438,254 shares · 0.3% of their software · price −$20.9M$64.9M−$4.2M
- Tyler TechnologiesTYL180,667 shares · 0.3% of their software · price −$20.2M$63.6M−$99.6M
- Fiserv, Inc.FISV1,092,280 shares · 0.3% of their software · price −$12.4M$61.9M−$3.8M
- Grab Holdings LimitedGRAB15,200,503 shares · 0.3% of their software · price −$20.2M$56.8M+$38.5M
- HubSpotHUBS219,312 shares · 0.3% of their software · price −$34.5M$53.6M+$29.1M
- SAPSAP228,455 shares · 0.2% of their software · price −$16.4M$47.4M+$4.6M
- MorningstarMORN254,739 shares · 0.2% of their software · price −$12.3M$42.9M−$23.2M
- CrowdStrikeCRWD103,122 shares · 0.2% of their software · price −$8.1M$40.5M−$280M
- CoStarCSGP956,096 shares · 0.2% of their software · price −$25.7M$39.2M−$148M
- WaystarWAY1,582,658 shares · 0.2% of their software · price −$13.7M$38.2MNew · +$51.8M
- ACI WorldwideACIW870,070 shares · 0.2% of their software · price −$5.9M$35.7M−$1.7M
- Q2QTWO637,989 shares · 0.2% of their software · price −$15.9M$31.4M+$1.5M
- BoxBOX1,294,539 shares · 0.2% of their software · price −$8.1M$31.2M+$14.6M
- SchrödingerSDGR2,684,692 shares · 0.2% of their software · price −$17.5M$30.5M+$7.0M
- ZoomZM374,234 shares · 0.1% of their software · price −$2.2M$30.1M−$1.9M
- DropboxDBX1,256,040 shares · 0.1% of their software · price −$6.4M$28.5M−$2.0M
- WixWIX305,136 shares · 0.1% of their software · price −$4.2M$27.5M−$22.4M
- CCC Intelligent Solutions Holdings Inc.CCC4,471,245 shares · 0.1% of their software · price −$8.7M$26.8M+$3.2M
- Roper Technologies, Inc.ROP61,954 shares · 0.1% of their software · price −$5.7M$25.8M−$4.6M
- GitLabGTLB1,062,318 shares · 0.1% of their software · price −$16.9M$22.9MNew · +$39.9M
- Amdocs LimitedDOX344,578 shares · 0.1% of their software · price −$5.3M$22.5M−$4.4M
- AlkamiALKT1,338,710 shares · 0.1% of their software · price −$9.9M$21.0M−$5.4M
- VeevaVEEV111,037 shares · 0.1% of their software · price −$5.3M$20.6M−$90.5M
- DescartesDSGX166,440 shares · 0.1% of their software · price −$2.7M$16.4M+$792K
- monday.comMNDY237,778 shares · 0.1% of their software · price −$18.7M$16.4MNew · +$35.1M
- GoDaddyGDDY189,543 shares · 0.1% of their software · price −$7.8M$15.7M+$2.5M
- BullishBLSH430,040 shares · 0.1% of their software · price −$920K$15.4M−$42.9M
- SS&CSSNC172,614 shares · 0.1% of their software · price −$3.4M$13.8MFlat
- ServiceTitanTTAN213,555 shares · 0.1% of their software · price −$9.2M$13.6M−$52.0M
- VeriSign, Inc.VRSN54,074 shares · 0.1% of their software$13.4M−$4.8M
- Block, Inc.XYZ215,702 shares · 0.1% of their software · price −$1.1M$13.0M+$3.8M
- nCinoNCNO709,365 shares · 0.1% of their software · price −$7.6M$10.6M−$951K
- BILLBILL134,714 shares · 0.0% of their software · price −$2.2M$5.2M+$2.9M
- PalantirPLTR33,907 shares · 0.0% of their software · price −$1.1M$5.0M−$37.6M
- Clear Secure, Inc.YOU100,981 shares · 0.0% of their software · price +$1.3M$4.9MFlat
- Five9FIVN247,574 shares · 0.0% of their software · price −$1.2M$3.8MFlat
- ElasticESTC72,919 shares · 0.0% of their software · price −$1.9M$3.6M−$10.7M
- Cerence Inc.CRNC202,208 shares · 0.0% of their software · price −$886K$1.3MFlat
- SentinelOneS91,803 shares · 0.0% of their software$1.2M−$36.2M
- OpenTextOTEX25,486 shares · 0.0% of their software$790KFlat
- GigaCloud Technology Inc.GCT15,529 shares · 0.0% of their software$705KFlat
- Consensus Cloud Solutions, Inc.CCSI21,789 shares · 0.0% of their software$517KFlat
- AdobeADBE1,730 shares · 0.0% of their software$421KFlat
- PTCPTC2,735 shares · 0.0% of their software$390KFlat
- Netskope, Inc.NTSK38,190 shares · 0.0% of their software$324K−$61.8M
- Thryv Holdings, Inc.THRY89,746 shares · 0.0% of their software$246K−$16.5M
- PhreesiaPHR13,317 shares · 0.0% of their software$112KFlat