Generalist · Stockholm, Sweden
Swedbank Ab
Q4 2025 · compared with Q3 2025
- Software
- $16.3B
- Weight of 13F
- 15.8%
- Names
- 76
- Net bought
- +$3.2B
Filed 3 February 2026 · SEC filing.
681 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
- MicrosoftMSFT14,784,579 shares · 43.8% of their software · price −$508M$7.2B+$370M
- OracleORCL3,511,591 shares · 4.2% of their software · price −$303M$684M+$216M
- CadenceCDNS2,010,838 shares · 3.9% of their software · price −$77.8M$629M+$18.1M
- IntuitINTU886,427 shares · 3.6% of their software · price −$18.2M$587MFlat
- SalesforceCRM2,099,981 shares · 3.4% of their software · price +$58.6M$556M−$118M
- ServiceNowNOW3,415,650 shares · 3.2% of their software · price −$2.6B$523M+$2.4B
- Palo Alto NetworksPANW2,820,955 shares · 3.2% of their software · price −$54.8M$520M+$87.3M
- Roper Technologies, Inc.ROP1,132,849 shares · 3.1% of their software · price −$60.7M$504M+$34.5M
- SynopsysSNPS1,073,166 shares · 3.1% of their software · price −$25.4M$504M−$212M
- PalantirPLTR2,089,646 shares · 2.3% of their software · price −$9.8M$371M+$208M
- Bentley SystemsBSY8,589,201 shares · 2.0% of their software · price −$114M$328M+$68.9M
- SS&CSSNC3,744,599 shares · 2.0% of their software · price −$5.0M$327MFlat
- MongoDBMDB729,724 shares · 1.9% of their software · price +$79.8M$306MFlat
- SnowflakeSNOW1,330,415 shares · 1.8% of their software · price −$8.2M$292M+$17.0M
- AdobeADBE809,241 shares · 1.7% of their software · price −$2.2M$283M+$7.6M
- FortinetFTNT3,564,910 shares · 1.7% of their software · price −$16.6M$283M−$76.6M
- VeevaVEEV1,146,157 shares · 1.6% of their software · price −$85.6M$256M+$16.1M
- Manhattan AssociatesMANH1,200,000 shares · 1.3% of their software · price −$38.0M$208MFlat
- AtlassianTEAM1,272,976 shares · 1.3% of their software · price +$3.1M$206M−$16.0M
- OktaOKTA1,819,081 shares · 1.0% of their software · price −$9.5M$157M+$92.4M
- AppLovinAPP191,547 shares · 0.8% of their software · price −$8.6M$129M−$1.5M
- Tyler TechnologiesTYL262,650 shares · 0.7% of their software · price −$18.2M$119M−$26.1M
- CrowdStrikeCRWD253,996 shares · 0.7% of their software · price −$5.5M$119M+$4.2M
- Lyft, Inc.LYFT5,600,000 shares · 0.7% of their software · price −$14.8M$108MNew · +$123M
- Check PointCHKP454,160 shares · 0.5% of their software · price −$9.7M$84.3M−$1.1M
- Corpay, Inc.CPAY272,817 shares · 0.5% of their software · price +$3.5M$82.1MFlat
- GoDaddyGDDY645,754 shares · 0.5% of their software · price −$8.2M$80.1M+$71.8M
- Fiserv, Inc.FISV1,142,192 shares · 0.5% of their software · price −$70.5M$76.7M−$90.2M
- Automatic Data Processing, Inc.ADP245,837 shares · 0.4% of their software · price −$8.9M$63.2MFlat
- Uber Technologies, Inc.UBER725,879 shares · 0.4% of their software · price −$11.8M$59.3M−$3.2M
- SentinelOneS3,809,314 shares · 0.4% of their software · price −$9.9M$57.1M+$4.9M
- F5, Inc.FFIV207,206 shares · 0.3% of their software · price −$14.1M$52.9M+$1.2M
- AutodeskADSK159,965 shares · 0.3% of their software · price −$3.5M$47.4M+$3.1M
- NICENICE375,700 shares · 0.3% of their software · price −$11.9M$42.5MFlat
- TrimbleTRMB508,180 shares · 0.2% of their software · price −$1.7M$39.8M+$15.6M
- ePlus inc.PLUS400,000 shares · 0.2% of their software · price +$6.7M$35.1M−$3.6M
- ProgressPRGS735,648 shares · 0.2% of their software · price −$714K$31.6MFlat
- VeriskVRSK114,715 shares · 0.2% of their software · price −$3.2M$25.7MFlat
- CloudflareNET116,309 shares · 0.1% of their software · price −$2.0M$22.9M+$15.5M
- ACI WorldwideACIW474,446 shares · 0.1% of their software · price −$2.4M$22.7MFlat
- Paychex, Inc.PAYX182,156 shares · 0.1% of their software · price −$2.7M$20.4M−$3.0M
- Gen DigitalGEN751,319 shares · 0.1% of their software · price −$902K$20.4M−$1.3M
- CoStarCSGP303,205 shares · 0.1% of their software · price −$5.2M$20.4MFlat
- WorkdayWDAY90,984 shares · 0.1% of their software · price −$2.4M$19.5MFlat
- Fair IsaacFICO11,385 shares · 0.1% of their software · price +$2.2M$19.2MFlat
- DatadogDDOG128,135 shares · 0.1% of their software · price −$821K$17.4M+$1.5M
- PaylocityPCTY111,400 shares · 0.1% of their software · price −$754K$17.0M−$6.2M
- VeriSign, Inc.VRSN65,199 shares · 0.1% of their software · price −$2.4M$15.8M+$635K
- Nayax Ltd.NYAX300,000 shares · 0.1% of their software · price +$897K$15.2MFlat
- PTCPTC86,514 shares · 0.1% of their software · price −$2.5M$15.1MFlat
- Clearwater AnalyticsCWAN600,000 shares · 0.1% of their software$14.5MNew
- The Trade DeskTTD332,232 shares · 0.1% of their software · price −$3.7M$12.6MFlat
- Strategy IncMSTR79,460 shares · 0.1% of their software · price −$13.5M$12.1MFlat
- VaronisVRNS328,309 shares · 0.1% of their software · price −$8.1M$10.8MFlat
- PaycomPAYC67,024 shares · 0.1% of their software · price −$3.3M$10.7M−$2.4M
- NetApp, Inc.NTAP97,086 shares · 0.1% of their software · price −$1.1M$10.4M+$2.1M
- ZoomZM111,116 shares · 0.1% of their software$9.6MFlat
- TwilioTWLO66,738 shares · 0.1% of their software · price +$2.8M$9.5MFlat
- DynatraceDT179,426 shares · 0.0% of their software · price −$917K$7.8MFlat
- BroadridgeBR31,911 shares · 0.0% of their software$7.1M−$3.1M
- Asure Software, Inc.ASUR750,000 shares · 0.0% of their software · price +$915K$7.1MFlat
- HubSpotHUBS14,836 shares · 0.0% of their software · price −$987K$6.0M−$4.4M
- WEX Inc.WEX35,300 shares · 0.0% of their software$5.3MFlat
- DocuSignDOCU73,588 shares · 0.0% of their software$5.0M−$4.2M
- Block, Inc.XYZ73,342 shares · 0.0% of their software · price −$527K$4.8MFlat
- ZscalerZS20,706 shares · 0.0% of their software · price −$1.5M$4.7M+$3.0M
- DropboxDBX141,470 shares · 0.0% of their software$3.9MFlat
- Grab Holdings LimitedGRAB772,503 shares · 0.0% of their software · price −$796K$3.9M+$1.3M
- DoximityDOCS80,983 shares · 0.0% of their software · price −$2.3M$3.6M−$929K
- Alarm.com Holdings, Inc.ALRM45,316 shares · 0.0% of their software$2.3M+$2.1M
- Netskope, Inc.NTSK102,693 shares · 0.0% of their software · price −$533K$1.8MNew · +$2.3M
- ToastTOST44,997 shares · 0.0% of their software$1.6MFlat
- NutanixNTNX23,654 shares · 0.0% of their software · price −$537K$1.2MFlat
- CoreWeave, Inc.CRWV13,476 shares · 0.0% of their software · price −$879K$965KNew · +$1.8M
- SamsaraIOT25,435 shares · 0.0% of their software$902KFlat
- WixWIX5,624 shares · 0.0% of their software$584K−$13.3M