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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  4. Software - Application
All industries·Technology
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)
−$71.9M
Congress trades (30d)
1

Sector consensus moves

Latest portfolios · 2025Q4
Most bought
Tracked managers added or opened
  • NOW$6.37B
    Norges Bank (Norway SWF)Ken Fisher (Fisher Asset Mgmt)Wellington Management+14
    SERVICENOW INC
  • CRM$4.71B
    Norges Bank (Norway SWF)Bill Nygren (Harris / Oakmark)Ken Griffin (Citadel Advisors)+9
    SALESFORCE COM INC
  • SHOP$3.41B
    Norges Bank (Norway SWF)Sands Capital ManagementD.E. Shaw & Co.+11
    SHOPIFY INC
  • INTU$3.37B
    Norges Bank (Norway SWF)Ken Griffin (Citadel Advisors)Two Sigma Investments+4
    INTUIT
  • UBER$3.00B
    Norges Bank (Norway SWF)Renaissance TechnologiesKen Griffin (Citadel Advisors)+12
    UBER TECHNOLOGIES INC
  • ADBE$2.79B
    Norges Bank (Norway SWF)Dodge & CoxKen Griffin (Citadel Advisors)+8
    ADOBE SYSTEMS INCORPORATED
  • CDNS$2.32B
    Norges Bank (Norway SWF)Wellington ManagementSteve Cohen (Point72)+9
    CADENCE DESIGN SYSTEM INC
  • ADSK$1.72B
    Norges Bank (Norway SWF)Wellington ManagementSteve Cohen (Point72)+8
    AUTODESK INC
Most sold
Tracked managers trimmed or exited
  • INTU$1.73B
    Philippe Laffont (Coatue)Wellington ManagementAQR Capital Management+14
    INTUIT
  • TEAM$1.32B
    Sands Capital ManagementD.E. Shaw & Co.Philippe Laffont (Coatue)+3
    ATLASSIAN CORPORATION
  • DDOG$1.22B
    Baillie Gifford & CoWellington ManagementRenaissance Technologies+8
    DATADOG INC
  • SHOP$1.19B
    Baillie Gifford & CoWellington ManagementCathie Wood (ARK Invest)+3
    SHOPIFY INC
  • CRM$1.06B
    D.E. Shaw & Co.Two Sigma InvestmentsRenaissance Technologies+8
    SALESFORCE COM INC
  • ADBE$722M
    D.E. Shaw & Co.Wellington ManagementKen Fisher (Fisher Asset Mgmt)+6
    ADOBE SYSTEMS INCORPORATED
  • SNOW$613M
    Renaissance TechnologiesWellington ManagementBrad Gerstner (Altimeter Capital)+10
    SNOWFLAKE INC
  • UBER$499M
    Wellington ManagementRay Dalio (Bridgewater Associates)David Tepper (Appaloosa)+4
    UBER TECHNOLOGIES INC

Biggest software - application books

Top 12 super-investors · 2025Q4
#ManagerSector valuePositions% of bookTop picks
1Howard Marks
Oaktree Capital
$52.93B
20.9%
YMMSMRT
2Norges Bank
Norway SWF
$28.03B
733.0%
CRMINTUSHOP
3T. Rowe Price
$26.94B
1052.9%
NOWINTUSHOP
4Wellington Management
$14.01B
632.5%
INTUADPNOW
5Baillie Gifford & Co
$10.20B
198.5%
SHOPTEAMDUOL
6AQR Capital Management
$9.35B
1014.9%
TEAMZMADBE
7Ken Fisher
Fisher Asset Mgmt
$9.29B
273.2%
SAPINTUADBE
8Ken Griffin
Citadel Advisors
$5.07B
1153.5%
CRMSNOWINTU
9D.E. Shaw & Co.
$4.73B
913.6%
FICOSAPADBE
10Izzy Englander
Millennium Mgmt
$3.70B
1122.7%
LYFTADSKADP
11Boykin Curry
Eagle Capital
$3.42B
410.7%
WDAYSAPPTC
12Bill Nygren
Harris / Oakmark
$3.11B
43.9%
CRMPAYCWDAY

Constituent tickers

#TickerCompanyValue
1YMMFULL TRUCK ALLIANCE CO LTD$38.10B
2SHOPSHOPIFY INC$15.45B
3SMRTSMARTRENT INC$15.17B
4CRMSALESFORCE COM INC$14.88B
5NOWSERVICENOW INC$12.32B
6INTUINTUIT$12.18B
7ADBEADOBE SYSTEMS INCORPORATED$8.50B
8UBERUBER TECHNOLOGIES INC$8.16B
9SAPSAP SE$5.58B
10SNOWSNOWFLAKE INC$5.29B
11TEAMATLASSIAN CORPORATION$4.45B
12ROPROPER TECHNOLOGIES INC$4.13B
13WDAYWORKDAY INC$4.07B
14DDOGDATADOG INC$3.95B
15FICOFAIR ISAAC CORP$3.71B
16ADPAUTOMATIC DATA PROCESSING IN$3.65B
17ADSKAUTODESK INC$3.35B
18CDNSCADENCE DESIGN SYSTEM INC$3.26B
19HUBSHUBSPOT INC$3.26B
20ZMZOOM VIDEO COMMUNICATIONS IN$2.07B
21GWREGUIDEWIRE SOFTWARE INC$1.96B
22PTCPTC INC$1.76B
23UUNITY SOFTWARE INC$1.60B
24DUOLDUOLINGO INC$1.48B