Generalist · Stockholm, Sweden
Swedbank Ab
Q3 2025 · compared with Q2 2025
- Software
- $17.2B
- Weight of 13F
- 17.4%
- Names
- 77
- Net bought
- +$1.7B
Filed 15 October 2025 · SEC filing.
669 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—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT14,071,003 shares · 42.4% of their software · price +$289M$7.3B+$110M
- OracleORCL2,745,122 shares · 4.5% of their software · price +$172M$772M+$220M
- SynopsysSNPS1,502,255 shares · 4.3% of their software · price −$29.0M$741M+$96.0M
- ServiceNowNOW800,150 shares · 4.3% of their software · price −$86.3M$736M+$45.5M
- CadenceCDNS1,959,444 shares · 4.0% of their software · price +$84.5M$688M−$6.3M
- SalesforceCRM2,596,779 shares · 3.6% of their software · price −$92.7M$615M−$117M
- IntuitINTU881,555 shares · 3.5% of their software · price −$92.3M$602M+$592M
- Roper Technologies, Inc.ROP1,063,725 shares · 3.1% of their software · price −$72.5M$530M+$220M
- Palo Alto NetworksPANW2,392,224 shares · 2.8% of their software · price −$2.4M$487M+$115M
- FortinetFTNT4,475,441 shares · 2.2% of their software · price −$96.8M$376M+$68.8M
- Bentley SystemsBSY7,250,495 shares · 2.2% of their software · price −$18.1M$373M+$8.7M
- SS&CSSNC3,710,333 shares · 1.9% of their software · price +$22.1M$329M+$24.1M
- VeevaVEEV1,092,175 shares · 1.9% of their software · price +$10.8M$325M+$15.4M
- SnowflakeSNOW1,254,996 shares · 1.6% of their software · price +$2.2M$283M+$24.7M
- AdobeADBE787,584 shares · 1.6% of their software · price −$26.9M$278M−$8.7M
- Manhattan AssociatesMANH1,199,969 shares · 1.4% of their software · price +$9.0M$246MFlat
- Fiserv, Inc.FISV1,841,923 shares · 1.4% of their software · price −$80.1M$237M+$43.7M
- MongoDBMDB731,464 shares · 1.3% of their software · price +$73.4M$227M−$6.5M
- AtlassianTEAM1,372,976 shares · 1.3% of their software · price −$59.6M$219M+$162M
- PalantirPLTR951,801 shares · 1.0% of their software · price +$43.9M$174M−$4.9M
- Tyler TechnologiesTYL312,450 shares · 1.0% of their software · price −$21.8M$163MFlat
- AppLovinAPP193,670 shares · 0.8% of their software · price +$71.4M$139MFlat
- CrowdStrikeCRWD245,456 shares · 0.7% of their software · price −$4.6M$120MFlat
- Check PointCHKP459,460 shares · 0.6% of their software · price −$6.6M$95.1M+$6.5M
- Corpay, Inc.CPAY272,817 shares · 0.5% of their software · price −$11.9M$78.6MFlat
- OktaOKTA811,166 shares · 0.4% of their software · price −$6.7M$74.4M+$31.4M
- Uber Technologies, Inc.UBER758,476 shares · 0.4% of their software · price +$3.5M$74.3M+$5.6M
- Automatic Data Processing, Inc.ADP246,215 shares · 0.4% of their software · price −$3.7M$72.3MFlat
- F5, Inc.FFIV203,538 shares · 0.4% of their software · price +$5.9M$65.8M−$1.7M
- SentinelOneS3,528,727 shares · 0.4% of their software · price −$2.4M$62.1M+$15.1M
- NICENICE375,700 shares · 0.3% of their software · price −$9.1M$54.4MFlat
- AutodeskADSK150,211 shares · 0.3% of their software · price +$1.2M$47.7MFlat
- ProgressPRGS744,226 shares · 0.2% of their software · price −$14.8M$32.7M+$1.4M
- ePlus inc.PLUS450,000 shares · 0.2% of their software$32.0MFlat
- VeriskVRSK112,998 shares · 0.2% of their software · price −$6.8M$28.4M+$729K
- Paychex, Inc.PAYX205,512 shares · 0.2% of their software · price −$3.8M$26.1M+$932K
- TrimbleTRMB317,542 shares · 0.2% of their software · price +$1.8M$25.9M+$1.9M
- CoStarCSGP302,360 shares · 0.1% of their software · price +$1.2M$25.5M+$4.2M
- Strategy IncMSTR79,144 shares · 0.1% of their software · price −$6.5M$25.5MFlat
- ACI WorldwideACIW474,446 shares · 0.1% of their software · price +$3.3M$25.0M+$3.4M
- PaylocityPCTY150,400 shares · 0.1% of their software · price −$3.3M$24.0MFlat
- Gen DigitalGEN797,305 shares · 0.1% of their software · price −$805K$22.6MFlat
- WorkdayWDAY90,858 shares · 0.1% of their software$21.9MFlat
- VaronisVRNS328,309 shares · 0.1% of their software · price +$2.2M$18.9M+$13.1M
- PTCPTC86,773 shares · 0.1% of their software · price +$2.7M$17.6MFlat
- VeriSign, Inc.VRSN62,926 shares · 0.1% of their software · price −$581K$17.6M−$1.2M
- Fair IsaacFICO11,463 shares · 0.1% of their software · price −$3.8M$17.2M−$1.4M
- DatadogDDOG117,877 shares · 0.1% of their software · price +$951K$16.8MFlat
- GoDaddyGDDY120,943 shares · 0.1% of their software · price −$5.2M$16.5MFlat
- PaycomPAYC78,724 shares · 0.1% of their software · price −$1.8M$16.4M+$887K
- The Trade DeskTTD327,232 shares · 0.1% of their software · price −$7.5M$16.0M−$16.2M
- Nayax Ltd.NYAX300,000 shares · 0.1% of their software · price −$798K$14.3MFlat
- WixWIX80,224 shares · 0.1% of their software · price +$1.5M$14.3M+$11.8M
- HubSpotHUBS24,172 shares · 0.1% of their software · price −$2.1M$11.3MFlat
- BroadridgeBR44,902 shares · 0.1% of their software$10.7M+$687K
- GitLabGTLB222,700 shares · 0.1% of their software$10.0M−$1.8M
- AkamaiAKAM130,837 shares · 0.1% of their software · price −$523K$9.9MFlat
- DocuSignDOCU131,359 shares · 0.1% of their software · price −$762K$9.5M−$2.5M
- NetApp, Inc.NTAP79,566 shares · 0.1% of their software · price +$948K$9.4MFlat
- CloudflareNET43,878 shares · 0.1% of their software · price +$823K$9.4M+$1.9M
- ZoomZM109,666 shares · 0.1% of their software$9.0M+$1.2M
- ElasticESTC104,504 shares · 0.1% of their software$8.8MFlat
- DynatraceDT179,426 shares · 0.1% of their software · price −$1.2M$8.7MFlat
- DoximityDOCS93,683 shares · 0.0% of their software · price +$1.1M$6.9MFlat
- TwilioTWLO67,538 shares · 0.0% of their software · price −$1.6M$6.8MFlat
- Asure Software, Inc.ASUR750,000 shares · 0.0% of their software · price −$1.2M$6.2MFlat
- WEX Inc.WEX35,300 shares · 0.0% of their software$5.6MFlat
- Block, Inc.XYZ74,312 shares · 0.0% of their software$5.4MFlat
- DropboxDBX141,470 shares · 0.0% of their software$4.3MFlat
- Grab Holdings LimitedGRAB561,954 shares · 0.0% of their software · price +$556K$3.4M+$2.6M
- ZscalerZS10,740 shares · 0.0% of their software$3.2MFlat
- NutanixNTNX23,514 shares · 0.0% of their software$1.7MFlat
- ToastTOST44,997 shares · 0.0% of their software$1.6MFlat
- SamsaraIOT28,609 shares · 0.0% of their software$1.1MFlat
- PowerFleet, Inc.AIOT78,147 shares · 0.0% of their software$409KNew · Flat
- Alarm.com Holdings, Inc.ALRM5,573 shares · 0.0% of their software$296KNew · Flat
- FactSetFDS185 shares · 0.0% of their software$53KFlat