Generalist · Toronto, Canada
1832 Asset Management
Q1 2026 · compared with Q4 2025
Filed as 1832 Asset Management L.P.
- Software
- $6.7B
- Weight of 13F
- 8.9%
- Names
- 44
- Net bought
- +$769M
628 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 202640 names$6.6B−$489M
- Q1 202644 names$6.7B+$769M
- Q4 202555 names$8.1B+$2.9B
- Q3 202558 names$5.7B−$1.2B
- Q2 202559 names$6.3B+$51.9M
- Q1 202549 names$4.7B−$1.0B
- Q4 202445 names$6.2B−$333M
- Q3 202445 names$6.1B−$696M
- Q2 202459 names$6.3B−$670M
- Q1 202458 names$6.7B−$1.1B
- Q4 202353 names$7.1B+$336M
- Q3 202353 names$5.5B−$570M
- Q2 202348 names$6.4B−$14.1M
- Q1 202349 names$5.2B+$247M
- Q4 202251 names$3.9B+$176M
- Q3 202256 names$3.9B+$497M
- Q2 202246 names$4.2B+$1.1B
- Q1 202245 names$5.4B−$163M
- Q4 202145 names$6.2B−$941M
- Q3 202158 names$6.1B−$347M
- Q2 202147 names$5.9B+$624M
- Q1 202141 names$4.2B−$1.0B
- Q4 202042 names$5.4B−$25.0M
- Q3 202045 names$4.5B−$442M
- Q2 202037 names$4.4B+$1.6B
- Q1 202024 names$1.6B−$1.1B
- Q4 201935 names$2.6B−$181M
- Q3 201931 names$2.5B−$634M
- Q2 201934 names$3.1B+$32.7M
- Q1 201932 names$2.7B+$144M
- Q4 201829 names$2.0B+$160M
- Q3 201830 names$2.1B−$39.7M
- Q2 201826 names$1.9B+$65.0M
- Q1 201830 names$1.7B−$108M
- Q4 201728 names$1.6B−$152M
- Q3 201725 names$1.6B+$88.4M
- Q2 201721 names$1.5B−$276M
- Q1 201728 names$1.6B+$228M
- Q4 201625 names$1.3B−$2.4M
- Q3 201622 names$1.3BFlat
- Q2 201625 names$2.0B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT6,323,428 shares · 35.0% of their software · price −$717M$2.3B+$328M
- ShopifySHOP10,187,742 shares · 18.1% of their software · price −$431M$1.2B+$382M
- OpenTextOTEX27,238,523 shares · 9.1% of their software · price −$282M$606M+$119M
- OracleORCL2,356,324 shares · 5.2% of their software · price −$113M$347M−$38.6M
- DescartesDSGX3,833,793 shares · 4.1% of their software · price −$61.7M$274M+$109M
- CloudflareNET1,212,900 shares · 3.7% of their software · price +$11.1M$250M+$12.8M
- IntuitINTU540,214 shares · 3.5% of their software · price −$124M$234M+$247M
- DatadogDDOG1,529,500 shares · 2.7% of their software · price −$27.4M$181M+$41.1M
- SamsaraIOT4,325,300 shares · 2.0% of their software · price −$16.3M$137M+$54.0M
- SnowflakeSNOW876,900 shares · 2.0% of their software · price −$60.1M$132M+$6.3M
- PalantirPLTR891,605 shares · 1.9% of their software · price −$28.1M$130M+$35.1M
- CadenceCDNS451,039 shares · 1.9% of their software · price −$15.7M$125M−$63.1M
- CrowdStrikeCRWD288,509 shares · 1.7% of their software · price −$22.6M$113M−$72.1M
- MongoDBMDB377,000 shares · 1.4% of their software · price −$65.9M$92.3M−$158M
- GuidewireGWRE561,952 shares · 1.3% of their software · price −$28.9M$84.0M+$26.1M
- ServiceNowNOW607,316 shares · 0.9% of their software · price −$29.5M$63.5M+$77.1M
- AppLovinAPP155,170 shares · 0.9% of their software · price −$42.8M$61.8M−$119M
- Uber Technologies, Inc.UBER764,651 shares · 0.8% of their software · price −$7.5M$55.0M+$6.6M
- ToastTOST1,732,400 shares · 0.7% of their software · price −$15.6M$45.9M−$82.8M
- SAPSAP180,926 shares · 0.5% of their software · price −$13.0M$31.0MFlat
- WorkdayWDAY143,800 shares · 0.3% of their software · price −$12.2M$18.7MNew · +$30.9M
- SalesforceCRM92,451 shares · 0.3% of their software · price −$7.2M$17.3M−$18.8M
- BrazeBRZE730,900 shares · 0.3% of their software · price −$7.8M$17.3MNew · +$25.1M
- JFrogFROG326,300 shares · 0.2% of their software · price −$5.1M$15.3M−$69.6M
- Automatic Data Processing, Inc.ADP67,317 shares · 0.2% of their software · price −$3.6M$13.7M−$2.4M
- VeriskVRSK71,914 shares · 0.2% of their software · price −$2.4M$13.6M−$4.6M
- Roper Technologies, Inc.ROP37,731 shares · 0.2% of their software · price −$3.4M$13.4M+$790K
- AdobeADBE47,580 shares · 0.2% of their software · price −$5.1M$11.6M+$4.7M
- AtlassianTEAM112,752 shares · 0.1% of their software · price −$10.6M$7.7M+$4.5M
- AutodeskADSK30,403 shares · 0.1% of their software · price −$1.7M$7.3M−$4.7M
- DigitalOceanDOCN83,600 shares · 0.1% of their software · price +$3.1M$7.2MNew · +$4.0M
- Full Truck Alliance Co. Ltd.YMM608,150 shares · 0.1% of their software · price −$1.5M$5.0M+$986K
- Clear Secure, Inc.YOU95,900 shares · 0.1% of their software · price +$1.3M$4.6MNew · +$3.4M
- Fiserv, Inc.FISV73,727 shares · 0.1% of their software · price −$838K$4.1M−$3.6M
- KlaviyoKVYO190,000 shares · 0.1% of their software · price −$2.5M$3.7M−$1.2M
- Check PointCHKP25,126 shares · 0.1% of their software · price −$1.1M$3.6MFlat
- Palo Alto NetworksPANW20,824 shares · 0.0% of their software$3.3MFlat
- SynopsysSNPS7,000 shares · 0.0% of their software · price −$513K$2.8MFlat
- MorningstarMORN15,900 shares · 0.0% of their software · price −$767K$2.7MNew · +$3.5M
- PaycomPAYC10,000 shares · 0.0% of their software$1.2MFlat
- BroadridgeBR7,274 shares · 0.0% of their software$1.2MFlat
- VeevaVEEV4,809 shares · 0.0% of their software$845KFlat
- OktaOKTA8,296 shares · 0.0% of their software$653K−$1.1M
- DoceboDCBO10,681 shares · 0.0% of their software$187KFlat