Industry deep-dive
Software - Application
Every super-investor and insider move tracked across 118 tickers in this industry.
Tickers
118
Combined value
$205.10B
Insider net (30d)
−$69.7M
Congress trades (30d)
1
Sector consensus moves
Latest portfolios · 2025Q4
Most bought
Tracked managers added or opened
Most sold
Tracked managers trimmed or exited
Biggest software - application books
Top 12 super-investors · 2025Q4
| # | Manager | Sector value |
|---|---|---|
| 1 | Howard Marks Oaktree Capital | $52.93B |
| 2 | Norges Bank Norway SWF | $28.03B |
| 3 | T. Rowe Price | $26.94B |
| 4 | Wellington Management | $14.01B |
| 5 | Baillie Gifford & Co | $10.20B |
| 6 | AQR Capital Management | $9.35B |
| 7 | Ken Fisher Fisher Asset Mgmt | $9.29B |
| 8 | Ken Griffin Citadel Advisors | $5.07B |
| 9 | D.E. Shaw & Co. | $4.73B |
| 10 | Izzy Englander Millennium Mgmt | $3.70B |
| 11 | Boykin Curry Eagle Capital | $3.42B |
| 12 | Bill Nygren Harris / Oakmark | $3.11B |
Constituent tickers
| # | Ticker | Company | Value |
|---|---|---|---|
| 1 | YMM | FULL TRUCK ALLIANCE CO LTD | $38.10B |
| 2 | SHOP | SHOPIFY INC | $15.45B |
| 3 | SMRT | SMARTRENT INC | $15.17B |
| 4 | CRM | SALESFORCE COM INC | $14.88B |
| 5 | NOW | SERVICENOW INC | $12.32B |
| 6 | INTU | INTUIT | $12.18B |
| 7 | ADBE | ADOBE SYSTEMS INCORPORATED | $8.50B |
| 8 | UBER | UBER TECHNOLOGIES INC | $8.16B |
| 9 | SAP | SAP SE | $5.58B |
| 10 | SNOW | SNOWFLAKE INC | $5.29B |
| 11 | TEAM | ATLASSIAN CORPORATION | $4.45B |
| 12 | ROP | ROPER TECHNOLOGIES INC | $4.13B |
| 13 | WDAY | WORKDAY INC | $4.07B |
| 14 | DDOG | DATADOG INC | $3.95B |
| 15 | FICO | FAIR ISAAC CORP | $3.71B |
| 16 | ADP | AUTOMATIC DATA PROCESSING IN | $3.65B |
| 17 | ADSK | AUTODESK INC | $3.35B |
| 18 | CDNS | CADENCE DESIGN SYSTEM INC | $3.26B |
| 19 | HUBS | HUBSPOT INC | $3.26B |
| 20 | ZM | ZOOM VIDEO COMMUNICATIONS IN | $2.07B |
| 21 | GWRE | GUIDEWIRE SOFTWARE INC | $1.96B |
| 22 | PTC | PTC INC | $1.76B |
| 23 | U | UNITY SOFTWARE INC | $1.60B |
| 24 | DUOL | DUOLINGO INC | $1.48B |