Generalist · Chicago, IL
Driehaus Capital Management
Q1 2025 · compared with Q4 2024
Filed as Driehaus Capital Management LLC
- Software
- $938M
- Weight of 13F
- 9.1%
- Names
- 33
- Net bought
- +$9.6M
Filed 15 May 2025 · SEC filing.
392 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
- CommvaultCVLT529,883 shares · 8.9% of their software · price +$3.6M$83.6M+$2.7M
- ElasticESTC880,454 shares · 8.4% of their software · price −$8.8M$78.4M+$81.6M
- Clearwater AnalyticsCWAN2,742,511 shares · 7.8% of their software$73.5M—
- NutanixNTNX936,210 shares · 7.0% of their software · price +$8.1M$65.4M+$2.1M
- monday.comMNDY227,906 shares · 5.9% of their software · price +$1.8M$55.4M−$43.0M
- PaymentusPAY1,897,552 shares · 5.3% of their software · price −$12.5M$49.5M+$37.4M
- Sportradar Group AGSRAD2,247,753 shares · 5.2% of their software · price +$9.6M$48.6MNew · +$39.0M
- AlkamiALKT1,827,805 shares · 5.1% of their software · price −$19.1M$48.0M−$9.7M
- Grab Holdings LimitedGRAB10,514,256 shares · 5.1% of their software · price −$2.0M$47.6M−$4.8M
- GitLabGTLB850,548 shares · 4.3% of their software · price −$8.0M$40.0MNew · +$47.9M
- WixWIX239,777 shares · 4.2% of their software · price −$12.3M$39.2M−$1.7M
- FreshworksFRSH2,426,030 shares · 3.6% of their software · price −$5.0M$34.2MNew · +$39.2M
- Remitly Global, Inc.RELY1,573,616 shares · 3.5% of their software · price −$2.8M$32.7MNew · +$35.5M
- MagniteMGNI2,409,439 shares · 2.9% of their software · price −$10.9M$27.5M−$14.5M
- TwilioTWLO247,039 shares · 2.6% of their software · price −$2.5M$24.2M+$18.3M
- DocuSignDOCU287,428 shares · 2.5% of their software · price −$2.5M$23.4M+$6.1M
- ToastTOST688,351 shares · 2.4% of their software · price −$2.3M$22.8M+$5.7M
- GuidewireGWRE114,106 shares · 2.3% of their software · price +$2.1M$21.4M+$636K
- Cellebrite DI Ltd.CLBT1,036,022 shares · 2.1% of their software · price −$2.7M$20.1M+$10.9M
- Payoneer Global Inc.PAYO2,337,504 shares · 1.8% of their software · price −$6.4M$17.1M+$4.2M
- AvePointAVPT1,124,918 shares · 1.7% of their software · price −$2.3M$16.2M+$1.8M
- Fair IsaacFICO8,550 shares · 1.7% of their software · price −$1.3M$15.8M+$850K
- CoStarCSGP147,993 shares · 1.2% of their software · price +$1.1M$11.7MNew · +$10.6M
- Dave Inc.DAVE104,683 shares · 0.9% of their software$8.7MNew · +$9.1M
- SoundHound AI, Inc.SOUN998,481 shares · 0.9% of their software · price −$11.7M$8.1M+$3.4M
- Agilysys, Inc.AGYS93,095 shares · 0.7% of their software · price −$5.5M$6.8M−$8.3M
- PowerFleet, Inc.AIOT1,163,474 shares · 0.7% of their software · price −$1.4M$6.4MNew · +$7.7M
- Cognyte Software Ltd.CGNT576,307 shares · 0.5% of their software$4.5MNew · +$5.0M
- Joint Stock Company Kaspi.kzKSPI40,075 shares · 0.4% of their software$3.7M+$753K
- MicrosoftMSFT6,361 shares · 0.3% of their software$2.4M+$530K
- CloudflareNET5,894 shares · 0.1% of their software$664KFlat
- ServiceNowNOW544 shares · 0.0% of their software$433KFlat
- Roper Technologies, Inc.ROP734 shares · 0.0% of their software$433KFlat