Generalist · Chicago, IL
Driehaus Capital Management
Q4 2024 · compared with Q3 2024
Filed as Driehaus Capital Management LLC
- Software
- $1.0B
- Weight of 13F
- 8.3%
- Names
- 35
- Net bought
- +$112M
Filed 14 February 2025 · SEC filing.
380 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 202616 names$888M+$344M
- Q1 20268 names$231M−$164M
- Q4 202515 names$377M−$495M
- Q3 202528 names$886M−$390M
- Q2 202536 names$1.2B+$63.3M
- Q1 202533 names$938M+$9.6M
- Q4 202435 names$1.0B+$112M
- Q3 202429 names$797M+$148M
- Q2 202425 names$513M−$78.5M
- Q1 202425 names$572M−$146M
- Q4 202329 names$691M−$89.2M
- Q3 202330 names$673M+$604K
- Q2 202331 names$679M+$127M
- Q1 202329 names$505M−$57.7M
- Q4 202221 names$488M+$12.5M
- Q3 202221 names$451M−$120M
- Q2 202229 names$481M+$362M
- Q1 202216 names$278M−$201M
- Q4 202118 names$556M−$331M
- Q3 202124 names$797M+$187M
- Q2 202124 names$512M−$19.1M
- Q1 202128 names$459M−$142M
- Q4 202036 names$590M+$43.5M
- Q3 202035 names$364M+$31.8M
- Q2 202031 names$273M−$17.7M
- Q1 202029 names$184M+$73.2M
- Q4 201920 names$134M−$69.6M
- Q3 201927 names$180M−$91.9M
- Q2 201931 names$273M+$20.1M
- Q1 201931 names$212M+$33.8M
- Q4 201825 names$120M−$41.9M
- Q3 201830 names$173M+$30.5M
- Q2 201823 names$111M−$3.7M
- Q1 201825 names$100.0M+$6.3M
- Q4 201720 names$79.9M−$18.1M
- Q3 201724 names · $406K in calls, not in the total$91.0M+$21.9M
- Q2 201718 names$60.9M−$12.4M
- Q1 201721 names$71.6M+$5.8M
- Q4 201616 names$49.4M−$31.1M
- Q3 201624 names$90.2M+$4.1M
- Q2 201622 names$70.0M—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- Core Scientific, Inc.CORZ10,264,204 shares · 14.3% of their software · price +$22.5M$144M+$64.3M
- monday.comMNDY410,695 shares · 9.6% of their software · price −$17.4M$96.7M+$9.3M
- CommvaultCVLT512,251 shares · 7.6% of their software · price −$1.5M$77.3M+$13.6M
- AlkamiALKT2,093,426 shares · 7.6% of their software · price +$10.8M$76.8M+$9.5M
- Clearwater AnalyticsCWAN2,214,452 shares · 6.0% of their software$60.9M—
- VertexVERX1,063,711 shares · 5.6% of their software · price +$15.8M$56.7M+$2.0M
- NutanixNTNX902,630 shares · 5.5% of their software · price +$1.7M$55.2M+$4.6M
- Grab Holdings LimitedGRAB11,534,614 shares · 5.4% of their software · price +$10.6M$54.4MNew · +$43.8M
- WixWIX247,812 shares · 5.3% of their software · price +$11.7M$53.2M+$12.6M
- MagniteMGNI3,318,493 shares · 5.2% of their software · price +$6.9M$52.8M−$1.4M
- VaronisVRNS1,084,651 shares · 4.8% of their software · price −$13.1M$48.2M−$15.0M
- PaymentusPAY751,995 shares · 2.4% of their software · price +$9.5M$24.6MNew · +$15.1M
- Agilysys, Inc.AGYS155,980 shares · 2.0% of their software · price +$3.5M$20.5M−$7.0M
- DocuSignDOCU219,456 shares · 2.0% of their software · price +$6.1M$19.7M−$5.5M
- ToastTOST531,262 shares · 1.9% of their software · price +$4.3M$19.4M−$1.3M
- Payoneer Global Inc.PAYO1,922,809 shares · 1.9% of their software · price +$4.8M$19.3MNew · +$14.5M
- GuidewireGWRE110,333 shares · 1.8% of their software · price −$1.6M$18.6M−$1.7M
- AvePointAVPT1,018,405 shares · 1.7% of their software · price +$4.8M$16.8MSplit
- SoundHound AI, Inc.SOUN827,695 shares · 1.6% of their software · price +$12.6M$16.4MNew · +$3.9M
- Fair IsaacFICO8,123 shares · 1.6% of their software$16.2M−$2.5M
- MongoDBMDB51,719 shares · 1.2% of their software · price −$1.9M$12.0MNew · +$14.0M
- Cellebrite DI Ltd.CLBT542,828 shares · 1.2% of their software · price +$2.8M$12.0MNew · +$9.1M
- Blend Labs, Inc.BLND2,434,596 shares · 1.0% of their software · price +$1.1M$10.2M−$8.9M
- TwilioTWLO77,329 shares · 0.8% of their software · price +$3.3M$8.4MNew · +$5.0M
- ElasticESTC56,774 shares · 0.6% of their software · price +$1.3M$5.6MNew · +$4.4M
- Global-EGLBE96,249 shares · 0.5% of their software · price +$1.5M$5.2MNew · +$3.7M
- Joint Stock Company Kaspi.kzKSPI32,124 shares · 0.3% of their software$3.0MFlat
- MicrosoftMSFT5,104 shares · 0.2% of their software$2.2M−$1.2M
- The Trade DeskTTD8,848 shares · 0.1% of their software$1.0MFlat
- ServiceNowNOW774 shares · 0.1% of their software$821KFlat
- CloudflareNET5,367 shares · 0.1% of their software$578KFlat
- AppLovinAPP1,551 shares · 0.0% of their software$502KNew · Flat
- DatadogDDOG3,339 shares · 0.0% of their software$477KNew · Flat
- Roper Technologies, Inc.ROP734 shares · 0.0% of their software$382KFlat
- Uber Technologies, Inc.UBER5,695 shares · 0.0% of their software$344K−$854K