Generalist · Philadelphia, PA
Nomura Asset Management International
Q4 2025 · compared with Q3 2025
Filed as Nomura Asset Management International INC.
- Software
- $7.4B
- Weight of 13F
- 11.2%
- Names
- 97
- Net bought
- —
Filed 17 February 2026 · SEC filing.
1,198 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.
Software held
- MicrosoftMSFT5,750,604 shares · 37.6% of their software$2.8B—
- SalesforceCRM1,893,382 shares · 6.8% of their software$502M—
- IntuitINTU440,619 shares · 3.9% of their software$292M—
- CoStarCSGP3,909,161 shares · 3.6% of their software$263M—
- DatadogDDOG1,668,047 shares · 3.1% of their software$227M—
- VeevaVEEV955,392 shares · 2.9% of their software$213M—
- UnityU4,239,160 shares · 2.5% of their software$187M—
- SnowflakeSNOW818,821 shares · 2.4% of their software$180M—
- VeriskVRSK784,285 shares · 2.4% of their software$175M—
- SynopsysSNPS354,533 shares · 2.3% of their software$167M—
- ShopifySHOP987,781 shares · 2.2% of their software$159M—
- CloudflareNET771,636 shares · 2.1% of their software$152M—
- BroadridgeBR615,945 shares · 1.9% of their software$137M—
- CadenceCDNS433,807 shares · 1.8% of their software$136M—
- Q2QTWO1,663,575 shares · 1.6% of their software$120M—
- AutodeskADSK318,415 shares · 1.3% of their software$94.3M—
- VaronisVRNS2,361,646 shares · 1.0% of their software$77.5M—
- SAPSAP299,608 shares · 1.0% of their software$72.8M—
- Manhattan AssociatesMANH396,478 shares · 0.9% of their software$68.7M—
- HubSpotHUBS169,975 shares · 0.9% of their software$68.2M—
- PaylocityPCTY446,500 shares · 0.9% of their software$68.1M—
- Corpay, Inc.CPAY217,986 shares · 0.9% of their software$65.6M—
- Tyler TechnologiesTYL142,104 shares · 0.9% of their software$64.5M—
- ToastTOST1,803,846 shares · 0.9% of their software$64.1M—
- WorkivaWK736,799 shares · 0.9% of their software$63.5M—
- ZscalerZS225,375 shares · 0.7% of their software$50.7M—
- SPS CommerceSPSC546,640 shares · 0.7% of their software$48.7M—
- ACI WorldwideACIW1,015,437 shares · 0.7% of their software$48.5M—
- BoxBOX1,609,885 shares · 0.7% of their software$48.2M—
- Bentley SystemsBSY1,118,331 shares · 0.6% of their software$42.7M—
- Automatic Data Processing, Inc.ADP163,285 shares · 0.6% of their software$42.0M—
- OracleORCL210,558 shares · 0.6% of their software$41.0M—
- Clearwater AnalyticsCWAN1,679,040 shares · 0.5% of their software$40.5M—
- PalantirPLTR203,328 shares · 0.5% of their software$36.1M—
- ProgressPRGS822,435 shares · 0.5% of their software$35.3M—
- AppLovinAPP51,380 shares · 0.5% of their software$34.6M—
- TwilioTWLO233,246 shares · 0.4% of their software$33.2M—
- Rubrik, Inc.RBRK400,742 shares · 0.4% of their software$30.6M—
- NetApp, Inc.NTAP273,838 shares · 0.4% of their software$29.3M—
- Agilysys, Inc.AGYS241,368 shares · 0.4% of their software$28.7M—
- AvePointAVPT1,852,282 shares · 0.3% of their software$25.7M—
- N-ableNABL3,346,301 shares · 0.3% of their software$25.0M—
- Paychex, Inc.PAYX193,801 shares · 0.3% of their software$21.7M—
- RingCentralRNG751,806 shares · 0.3% of their software$21.7M—
- Calix, Inc.CALX387,821 shares · 0.3% of their software$20.5M—
- GuidewireGWRE94,086 shares · 0.3% of their software$18.9M—
- PTCPTC101,016 shares · 0.2% of their software$17.6M—
- AkamaiAKAM182,390 shares · 0.2% of their software$15.9M—
- ProcorePCOR202,004 shares · 0.2% of their software$14.7M—
- DescartesDSGX167,008 shares · 0.2% of their software$14.6M—
- PhreesiaPHR813,196 shares · 0.2% of their software$13.8M—
- DynatraceDT315,069 shares · 0.2% of their software$13.7M—
- ServiceNowNOW77,575 shares · 0.2% of their software$11.9M—
- Fair IsaacFICO7,027 shares · 0.2% of their software$11.9M—
- PaymentusPAY356,359 shares · 0.2% of their software$11.3M—
- TrimbleTRMB130,481 shares · 0.1% of their software$10.2M—
- Amdocs LimitedDOX109,219 shares · 0.1% of their software$8.8M—
- CrowdStrikeCRWD17,933 shares · 0.1% of their software$8.4M—
- Uber Technologies, Inc.UBER95,322 shares · 0.1% of their software$7.8M—
- PegasystemsPEGA121,197 shares · 0.1% of their software$7.2M—
- AdobeADBE20,129 shares · 0.1% of their software$7.0M—
- Palo Alto NetworksPANW34,587 shares · 0.1% of their software$6.4M—
- Roper Technologies, Inc.ROP12,473 shares · 0.1% of their software$5.6M—
- Lyft, Inc.LYFT278,811 shares · 0.1% of their software$5.4M—
- ElasticESTC65,547 shares · 0.1% of their software$4.9M—
- BrazeBRZE143,886 shares · 0.1% of their software$4.9M—
- OktaOKTA45,055 shares · 0.1% of their software$3.9M—
- WixWIX37,344 shares · 0.1% of their software$3.9M—
- Check PointCHKP20,902 shares · 0.1% of their software$3.9M—
- Joint Stock Company Kaspi.kzKSPI43,566 shares · 0.0% of their software$3.4M—
- DocuSignDOCU48,876 shares · 0.0% of their software$3.3M—
- monday.comMNDY21,256 shares · 0.0% of their software$3.1M—
- DropboxDBX111,894 shares · 0.0% of their software$3.1M—
- PAR Technology CorporationPAR81,599 shares · 0.0% of their software$3.0M—
- VeriSign, Inc.VRSN11,888 shares · 0.0% of their software$2.9M—
- SS&CSSNC32,746 shares · 0.0% of their software$2.9M—
- AtlassianTEAM17,350 shares · 0.0% of their software$2.8M—
- Zeta GlobalZETA136,668 shares · 0.0% of their software$2.8M—
- Adeia Inc.ADEA157,800 shares · 0.0% of their software$2.7M—
- MongoDBMDB6,001 shares · 0.0% of their software$2.5M—
- NutanixNTNX48,309 shares · 0.0% of their software$2.5M—
- nCinoNCNO93,449 shares · 0.0% of their software$2.4M—
- Dave Inc.DAVE10,722 shares · 0.0% of their software$2.4M—
- Gen DigitalGEN85,600 shares · 0.0% of their software$2.3M—
- Shift4 Payments, Inc.FOUR35,708 shares · 0.0% of their software$2.2M—
- SentinelOneS111,907 shares · 0.0% of their software$1.7M—
- ZoomZM18,480 shares · 0.0% of their software$1.6M—
- NICENICE13,559 shares · 0.0% of their software$1.5M—
- VertexVERX69,533 shares · 0.0% of their software$1.4M—
- NetScout Systems, Inc.NTCT38,213 shares · 0.0% of their software$1.0M—
- WorkdayWDAY4,322 shares · 0.0% of their software$928K—
- Grab Holdings LimitedGRAB164,151 shares · 0.0% of their software$819K—
- NCR Atleos CorporationNATL18,600 shares · 0.0% of their software$709K—
- Strategy IncMSTR4,610 shares · 0.0% of their software$700K—
- Sprout SocialSPT48,096 shares · 0.0% of their software$542K—
- F5, Inc.FFIV1,386 shares · 0.0% of their software$354K—
- FortinetFTNT4,463 shares · 0.0% of their software$354K—