Generalist · Stockholm, Sweden
Swedbank Ab
Q2 2025 · compared with Q1 2025
- Software
- $15.5B
- Weight of 13F
- 17.4%
- Names
- 75
- Net bought
- —
Filed 10 July 2025 · SEC filing.
668 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 202669 names$13.5B−$153M
- Q1 202670 names$12.3B−$563M
- Q4 202576 names$16.3B+$3.2B
- Q3 202577 names$17.2B+$1.7B
- Q2 202575 names$15.5B—
- Q4 202475 names$14.0B+$702M
- Q3 202471 names$13.1B−$327M
- Q2 202472 names$13.4B+$2.0B
- Q1 202414 names$11.1B−$647M
- Q4 202366 names$10.9B+$144M
- Q3 202365 names$9.2B−$11.2M
- Q2 202365 names$9.7B+$160M
- Q1 202363 names$8.2B−$37.9M
- Q4 202259 names$6.9B+$361M
- Q3 202261 names$6.3B+$1.1B
- Q2 202262 names$6.5B−$251M
- Q1 202266 names$8.4B+$120M
- Q4 202165 names$9.6B+$633M
- Q3 202161 names$8.3B−$691M
- Q2 202163 names$8.6B+$28.6M
- Q1 202161 names$7.7B—
Software held
- MicrosoftMSFT13,850,766 shares · 44.5% of their software$6.9B—
- SalesforceCRM3,024,858 shares · 5.3% of their software$825M—
- ServiceNowNOW755,853 shares · 5.0% of their software$777M—
- SynopsysSNPS1,314,907 shares · 4.4% of their software$674M—
- CadenceCDNS1,979,920 shares · 3.9% of their software$610M—
- FortinetFTNT3,824,384 shares · 2.6% of their software$404M—
- Roper Technologies, Inc.ROP675,513 shares · 2.5% of their software$383M—
- Bentley SystemsBSY7,089,901 shares · 2.5% of their software$383M—
- OracleORCL1,740,430 shares · 2.5% of their software$381M—
- Palo Alto NetworksPANW1,831,684 shares · 2.4% of their software$375M—
- AdobeADBE809,985 shares · 2.0% of their software$313M—
- VeevaVEEV1,038,617 shares · 1.9% of their software$299M—
- SS&CSSNC3,419,654 shares · 1.8% of their software$283M—
- Fiserv, Inc.FISV1,588,747 shares · 1.8% of their software$274M—
- SnowflakeSNOW1,144,549 shares · 1.7% of their software$256M—
- Manhattan AssociatesMANH1,199,969 shares · 1.5% of their software$237M—
- Tyler TechnologiesTYL312,450 shares · 1.2% of their software$185M—
- MongoDBMDB762,264 shares · 1.0% of their software$160M—
- PalantirPLTR987,435 shares · 0.9% of their software$135M—
- CrowdStrikeCRWD243,893 shares · 0.8% of their software$124M—
- AtlassianTEAM572,976 shares · 0.8% of their software$116M—
- IntuitINTU130,528 shares · 0.7% of their software$103M—
- Check PointCHKP429,981 shares · 0.6% of their software$95.1M—
- Corpay, Inc.CPAY272,817 shares · 0.6% of their software$90.5M—
- Automatic Data Processing, Inc.ADP247,211 shares · 0.5% of their software$76.2M—
- AppLovinAPP193,160 shares · 0.4% of their software$67.6M—
- Uber Technologies, Inc.UBER698,868 shares · 0.4% of their software$65.2M—
- NICENICE375,700 shares · 0.4% of their software$63.5M—
- F5, Inc.FFIV209,428 shares · 0.4% of their software$61.6M—
- OktaOKTA497,424 shares · 0.3% of their software$49.7M—
- SentinelOneS2,700,000 shares · 0.3% of their software$49.4M—
- AutodeskADSK150,606 shares · 0.3% of their software$46.6M—
- ProgressPRGS722,726 shares · 0.3% of their software$46.1M—
- The Trade DeskTTD552,260 shares · 0.3% of their software$39.8M—
- VeriskVRSK110,658 shares · 0.2% of their software$34.5M—
- ePlus inc.PLUS450,000 shares · 0.2% of their software$32.4M—
- Strategy IncMSTR79,437 shares · 0.2% of their software$32.1M—
- Paychex, Inc.PAYX199,106 shares · 0.2% of their software$29.0M—
- PaylocityPCTY150,400 shares · 0.2% of their software$27.3M—
- Gen DigitalGEN812,468 shares · 0.2% of their software$23.9M—
- Fair IsaacFICO12,205 shares · 0.1% of their software$22.3M—
- TrimbleTRMB292,283 shares · 0.1% of their software$22.2M—
- WorkdayWDAY91,192 shares · 0.1% of their software$21.9M—
- GoDaddyGDDY121,415 shares · 0.1% of their software$21.9M—
- CoStarCSGP249,927 shares · 0.1% of their software$20.1M—
- VeriSign, Inc.VRSN67,018 shares · 0.1% of their software$19.4M—
- ACI WorldwideACIW400,646 shares · 0.1% of their software$18.4M—
- PaycomPAYC74,889 shares · 0.1% of their software$17.3M—
- DatadogDDOG117,877 shares · 0.1% of their software$15.8M—
- Nayax Ltd.NYAX300,000 shares · 0.1% of their software$15.1M—
- PTCPTC85,067 shares · 0.1% of their software$14.7M—
- HubSpotHUBS24,172 shares · 0.1% of their software$13.5M—
- DocuSignDOCU163,559 shares · 0.1% of their software$12.7M—
- GitLabGTLB262,700 shares · 0.1% of their software$11.9M—
- AkamaiAKAM130,837 shares · 0.1% of their software$10.4M—
- BroadridgeBR42,074 shares · 0.1% of their software$10.2M—
- DynatraceDT179,426 shares · 0.1% of their software$9.9M—
- ElasticESTC104,504 shares · 0.1% of their software$8.8M—
- NetApp, Inc.NTAP80,444 shares · 0.1% of their software$8.6M—
- TwilioTWLO66,408 shares · 0.1% of their software$8.3M—
- ZoomZM94,820 shares · 0.0% of their software$7.4M—
- Asure Software, Inc.ASUR750,000 shares · 0.0% of their software$7.3M—
- CloudflareNET34,351 shares · 0.0% of their software$6.7M—
- DoximityDOCS93,683 shares · 0.0% of their software$5.7M—
- WEX Inc.WEX35,300 shares · 0.0% of their software$5.2M—
- Block, Inc.XYZ73,962 shares · 0.0% of their software$5.0M—
- DropboxDBX141,470 shares · 0.0% of their software$4.0M—
- VaronisVRNS70,900 shares · 0.0% of their software$3.6M—
- ZscalerZS9,751 shares · 0.0% of their software$3.1M—
- ToastTOST44,997 shares · 0.0% of their software$2.0M—
- NutanixNTNX23,514 shares · 0.0% of their software$1.8M—
- SamsaraIOT31,298 shares · 0.0% of their software$1.2M—
- WixWIX5,624 shares · 0.0% of their software$891K—
- Grab Holdings LimitedGRAB54,676 shares · 0.0% of their software$275K—
- FactSetFDS185 shares · 0.0% of their software$83K—