Generalist · Stockholm, Sweden
Swedbank Ab
Q1 2026 · compared with Q4 2025
- Software
- $12.3B
- Weight of 13F
- 12.9%
- Names
- 70
- Net bought
- −$563M
684 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
- MicrosoftMSFT15,139,876 shares · 45.5% of their software · price −$1.7B$5.6B+$172M
- PalantirPLTR3,780,507 shares · 4.5% of their software · price −$119M$553M+$301M
- CadenceCDNS1,835,744 shares · 4.1% of their software · price −$63.7M$510M−$54.7M
- OracleORCL3,319,605 shares · 4.0% of their software · price −$159M$488M−$37.4M
- Palo Alto NetworksPANW2,739,952 shares · 3.6% of their software · price −$65.4M$439M−$14.9M
- SynopsysSNPS990,883 shares · 3.2% of their software · price −$72.6M$393M−$38.6M
- ServiceNowNOW3,051,476 shares · 2.6% of their software · price −$148M$319M−$55.8M
- Bentley SystemsBSY9,000,000 shares · 2.6% of their software · price −$27.4M$316M+$15.7M
- FortinetFTNT3,721,638 shares · 2.5% of their software · price +$8.6M$304M+$12.4M
- SS&CSSNC4,307,795 shares · 2.4% of their software · price −$85.5M$291M+$49.2M
- VeevaVEEV1,645,128 shares · 2.3% of their software · price −$78.3M$289M+$111M
- IntuitINTU607,158 shares · 2.1% of their software · price −$140M$263M−$185M
- SnowflakeSNOW1,649,771 shares · 2.0% of their software · price −$113M$249M+$70.1M
- Manhattan AssociatesMANH1,500,000 shares · 1.6% of their software · price −$60.3M$200M+$52.0M
- SalesforceCRM1,054,923 shares · 1.6% of their software · price −$82.5M$197M−$277M
- CloudflareNET927,606 shares · 1.6% of their software · price +$8.5M$191M+$160M
- AdobeADBE736,879 shares · 1.5% of their software · price −$78.8M$179M−$25.3M
- OktaOKTA2,216,588 shares · 1.4% of their software · price −$17.2M$174M+$34.4M
- MongoDBMDB580,686 shares · 1.2% of their software · price −$102M$142M−$62.5M
- CrowdStrikeCRWD269,875 shares · 0.9% of their software · price −$21.1M$105M+$7.4M
- JFrogFROG1,680,640 shares · 0.6% of their software · price −$26.1M$78.9MNew · +$105M
- AppLovinAPP192,596 shares · 0.6% of their software · price −$53.1M$76.7MFlat
- Check PointCHKP458,650 shares · 0.5% of their software · price −$19.6M$65.5MFlat
- Fiserv, Inc.FISV1,146,900 shares · 0.5% of their software · price −$13.0M$64.0MFlat
- F5, Inc.FFIV214,014 shares · 0.5% of their software · price +$7.3M$61.9M+$1.7M
- SentinelOneS4,183,973 shares · 0.4% of their software · price −$8.9M$53.9M+$5.6M
- Lyft, Inc.LYFT4,029,600 shares · 0.4% of their software · price −$24.5M$53.6M−$30.4M
- GoDaddyGDDY643,444 shares · 0.4% of their software · price −$26.6M$53.2MFlat
- Corpay, Inc.CPAY180,103 shares · 0.4% of their software · price −$1.8M$52.4M−$27.9M
- Automatic Data Processing, Inc.ADP246,009 shares · 0.4% of their software · price −$13.3M$50.0MFlat
- NICENICE375,700 shares · 0.3% of their software · price −$1.0M$41.4MFlat
- Uber Technologies, Inc.UBER569,054 shares · 0.3% of their software · price −$5.6M$40.9M−$12.8M
- AutodeskADSK154,340 shares · 0.3% of their software · price −$8.7M$36.9M−$1.7M
- TrimbleTRMB553,845 shares · 0.3% of their software · price −$7.3M$36.1M+$3.6M
- Roper Technologies, Inc.ROP75,008 shares · 0.2% of their software · price −$6.8M$26.5M−$471M
- ePlus inc.PLUS340,000 shares · 0.2% of their software · price −$4.2M$25.6M−$5.3M
- DoximityDOCS1,010,559 shares · 0.2% of their software · price −$21.2M$23.5M+$41.2M
- VeriskVRSK115,922 shares · 0.2% of their software · price −$3.9M$22.0MFlat
- ACI WorldwideACIW464,112 shares · 0.2% of their software · price −$3.2M$19.0MFlat
- Paychex, Inc.PAYX197,221 shares · 0.1% of their software · price −$4.0M$18.2M+$1.7M
- Nayax Ltd.NYAX285,000 shares · 0.1% of their software · price +$1.5M$16.0M−$759K
- VeriSign, Inc.VRSN63,182 shares · 0.1% of their software$15.7MFlat
- DatadogDDOG131,956 shares · 0.1% of their software · price −$2.4M$15.6M+$520K
- Gen DigitalGEN759,115 shares · 0.1% of their software · price −$6.3M$14.3MFlat
- Fair IsaacFICO11,008 shares · 0.1% of their software · price −$6.9M$11.8M−$637K
- NetApp, Inc.NTAP112,387 shares · 0.1% of their software · price −$528K$11.5M+$1.6M
- ProgressPRGS433,580 shares · 0.1% of their software · price −$7.5M$11.1M−$13.0M
- ZoomZM131,416 shares · 0.1% of their software · price −$775K$10.6M+$1.8M
- Strategy IncMSTR82,312 shares · 0.1% of their software · price −$2.2M$10.3MFlat
- PTCPTC60,301 shares · 0.1% of their software · price −$1.9M$8.6M−$4.6M
- TwilioTWLO66,738 shares · 0.1% of their software · price −$1.1M$8.4MFlat
- WorkdayWDAY60,824 shares · 0.1% of their software · price −$5.2M$7.9M−$6.5M
- Asure Software, Inc.ASUR800,000 shares · 0.1% of their software · price −$656K$6.9MFlat
- PaylocityPCTY60,400 shares · 0.1% of their software · price −$2.7M$6.5M−$7.8M
- WEX Inc.WEX35,300 shares · 0.0% of their software$5.4MFlat
- BroadridgeBR31,911 shares · 0.0% of their software · price −$1.9M$5.2MFlat
- ZscalerZS35,365 shares · 0.0% of their software · price −$3.0M$5.0M+$3.3M
- CoStarCSGP98,881 shares · 0.0% of their software · price −$2.7M$4.0M−$13.7M
- The Trade DeskTTD174,076 shares · 0.0% of their software · price −$2.7M$3.9M−$6.0M
- Grab Holdings LimitedGRAB907,688 shares · 0.0% of their software · price −$1.2M$3.3M+$675K
- DropboxDBX141,470 shares · 0.0% of their software · price −$719K$3.2MFlat
- PaycomPAYC23,800 shares · 0.0% of their software · price −$900K$2.9M−$6.9M
- DynatraceDT55,500 shares · 0.0% of their software$2.1M−$5.4M
- Block, Inc.XYZ33,937 shares · 0.0% of their software$2.0M−$2.6M
- Tyler TechnologiesTYL5,531 shares · 0.0% of their software · price −$617K$1.9M−$117M
- HubSpotHUBS4,879 shares · 0.0% of their software · price −$767K$1.2M−$4.0M
- CoreWeave, Inc.CRWV13,476 shares · 0.0% of their software$1.0MFlat
- SamsaraIOT25,435 shares · 0.0% of their software$806KFlat
- AtlassianTEAM10,641 shares · 0.0% of their software · price −$999K$726K−$205M
- ToastTOST8,319 shares · 0.0% of their software$221K−$1.3M