Prepackaged Software - Latest Institutional Ownership Updates

This table shows recent investment for the industry. A lot of people consider institutional money to be "smart money" since they tend to be well-informed and have dedicated research teams. So, tracking the filings of institutions can be considered a proxy for institutional sentiment. If you see a number of institutions accumulating shares, for example, that might be considered a positive signal.

File Date Form Target Company Investor Prior Shares Current Shares Change
(Percent)
2026-04-24 13F-HR ORCL / Oracle Raiffeisen Bank International AG 336,663 140,314 -58.32
2026-04-24 13F-HR S / SentinelOne Redwood Wealth Management Group, LLC 78,116 76,278 -2.35
2026-04-24 13F-HR MSFT / Microsoft Medallion Wealth Advisors, LLC 7,281 7,369 1.21
2026-04-24 13F-HR ADBE / Adobe IFM Investors Pty Ltd 88,262 0 -100.00
2026-04-24 13F-HR GWRE / Guidewire Software Bayban 76 96 26.32
2026-04-24 13F-HR DASTY / Dassault Systèmes SE - Depositary Receipt Yousif Capital Management, Llc 17,679 17,679 0.00
2026-04-24 13F-HR MSFT / Microsoft Luminist Capital LLC 553 598 8.14
2026-04-24 13F-HR MSFT / Microsoft Medallion Wealth Advisors, LLC 7,369 7,487 1.60
2026-04-24 13F-HR ADBE / Adobe Sumitomo Mitsui DS Asset Management Company, Ltd 56,192 55,739 -0.81
2026-04-24 13F-HR ADBE / Adobe Yousif Capital Management, Llc 45,900 43,866 -4.43
2026-04-24 13F-HR ORCL / Oracle Ledyard National Bank 17,485 14,729 -15.76
2026-04-24 13F-HR ORCL.PRD / Oracle Corporation - Preferred Security Alken Asset Management Ltd. 37,000
2026-04-24 13F-HR CYBR / CyberArk Software Medallion Wealth Advisors, LLC 15 15 0.00
2026-04-24 13F-HR OKTA / Okta IFM Investors Pty Ltd 30,766 32,178 4.59
2026-04-24 13F-HR MSFT / Microsoft American Institute for Advanced Investment Management, LLP 9,145 9,299 1.68
2026-04-24 13F-HR MSFT / Microsoft Alexis Investment Partners, LLC 4,861 3,078 -36.68
2026-04-24 13F-HR MSFT / Microsoft Goldstone Financial Group, LLC 11,605 11,145 -3.96
2026-04-24 13F-HR MSFT / Microsoft Medallion Wealth Advisors, LLC 7,487 7,663 2.35
2026-04-24 13F-HR MSFT / Microsoft Tcfg Wealth Management, Llc 9,970 11,016 10.49
2026-04-24 13F-HR ADBE / Adobe Raiffeisen Bank International AG 106,446 25,797 -75.77
2026-04-24 13F-HR ADBE / Adobe Ledyard National Bank 14,063 14,919 6.09
2026-04-24 13F-HR ADBE / Adobe Zwj Investment Counsel Inc 829 1,029 24.13
2026-04-24 13F-HR ORCL / Oracle United Community Bank 3,543 3,643 2.82
2026-04-24 13F-HR ORCL / Oracle Retirement Systems of Alabama 357,813 360,098 0.64
2026-04-24 13F-HR ORCL / Oracle Medallion Wealth Advisors, LLC 2,895 2,891 -0.14
2026-04-24 13F-HR ORCL / Oracle IFM Investors Pty Ltd 336,102 353,822 5.27
2026-04-24 13F-HR GWRE / Guidewire Software Yousif Capital Management, Llc 26,368 25,093 -4.84
2026-04-24 13F-HR CYBR / CyberArk Software Medallion Wealth Advisors, LLC 15 21 40.00
2026-04-24 13F-HR OKTA / Okta Redwood Wealth Management Group, LLC 7,541 7,341 -2.65
2026-04-24 13F-HR OKTA / Okta Ninety One UK Ltd 1,737,024 0 -100.00
2026-04-24 13F-HR MSFT / Microsoft Ninety One UK Ltd 6,592,893 5,396,305 -18.15
2026-04-24 13F-HR MSFT / Microsoft Trinity Street Asset Management LLP 74,850 94,039 25.64
2026-04-24 13F-HR MSFT / Microsoft WHI TRUST Co LLC 2,437 2,437 0.00
2026-04-24 13F-HR MSFT / Microsoft Walker Asset Management, LLC 11,990 12,190 1.67
2026-04-24 13F-HR MSFT / Microsoft Oakworth Capital, Inc. 46,755 47,596 1.80
2026-04-24 13F-HR MSFT / Microsoft Bishop & Co Investment Management, LLC 436 0 -100.00
2026-04-24 13F-HR MSFT / Microsoft Swmg, Llc 3,151 2,921 -7.30
2026-04-24 13F-HR MSFT / Microsoft Medallion Wealth Advisors, LLC 8,375 9,376 11.95
2026-04-24 13F-HR MSFT / Microsoft Mills Wealth Advisors LLC 1,033 1,180 14.23
2026-04-24 13F-HR MSFT / Microsoft Saxony Capital Management, LLC 3,807 3,919 2.94
2026-04-24 13F-HR MSFT / Microsoft Yousif Capital Management, Llc 827,853 797,361 -3.68
2026-04-24 13F-HR ADBE / Adobe Raiffeisen Bank International AG 50 50 0.00
2026-04-24 13F-HR ADBE / Adobe Bayban 311
2026-04-24 13F-HR ADBE / Adobe Ninety One SA (PTY) Ltd 1,129 0 -100.00
2026-04-24 13F-HR ADBE / Adobe Medallion Wealth Advisors, LLC 30 97 223.33
2026-04-24 13F-HR ADBE / Adobe Family Investment Center, Inc. 585 0 -100.00
2026-04-24 13F-HR ORCL / Oracle Mitchell Mcleod Pugh & Williams Inc 10,574 10,524 -0.47
2026-04-24 13F-HR ORCL / Oracle Crux Wealth Advisors 5,144 4,762 -7.43
2026-04-24 13F-HR ORCL / Oracle FRG Family Wealth Advisors LLC 8,415 6,471 -23.10
2026-04-24 13F-HR ORCL / Oracle Acorn Financial Advisory Services Inc /adv 1,213 0 -100.00
2026-04-24 13F-HR ORCL / Oracle Means Investment Co., Inc. 33,580 34,023 1.32
2026-04-24 13F-HR ORCL / Oracle Medallion Wealth Advisors, LLC 2,878 3,091 7.40
2026-04-24 13F-HR ORCL / Oracle Mills Wealth Advisors LLC 1,144 0 -100.00
2026-04-24 13F-HR ORCL / Oracle Tcfg Wealth Management, Llc 3,383 3,122 -7.72
2026-04-24 13F-HR GWRE / Guidewire Software Medallion Wealth Advisors, LLC 155 344 121.94
2026-04-24 13F-HR GWRE / Guidewire Software Zwj Investment Counsel Inc 1,000 0 -100.00
2026-04-24 13F-HR TEAM / Atlassian Yousif Capital Management, Llc 2,133 0 -100.00
2026-04-24 13F-HR CYBR / CyberArk Software Medallion Wealth Advisors, LLC 21 0 -100.00
2026-04-24 13F-HR CYBR / CyberArk Software IFM Investors Pty Ltd 10,073 0 -100.00
2026-04-24 13F-HR OKTA / Okta Raiffeisen Bank International AG 6,902 9,728 40.94
2026-04-24 13F-HR OKTA / Okta Ninety One SA (PTY) Ltd 2,266 0 -100.00
2026-04-24 13F-HR OKTA / Okta Yousif Capital Management, Llc 52,462 50,226 -4.26
2026-04-24 13F-HR MSFT / Microsoft Ninety One North America, Inc. 257,310 245,195 -4.71
2026-04-24 13F-HR MSFT / Microsoft ProCore Advisors, LLC 2,453 2,057 -16.14
2026-04-24 13F-HR MSFT / Microsoft Redwood Wealth Management Group, LLC 12,093 12,366 2.26
2026-04-24 13F-HR MSFT / Microsoft Alken Asset Management Ltd. 0 8,800
2026-04-24 13F-HR MSFT / Microsoft Wagner Wealth Management, Llc 12,042 12,189 1.22
2026-04-24 13F-HR MSFT / Microsoft Family Investment Center, Inc. 1,114 1,833 64.54
2026-04-24 13F-HR MSFT / Microsoft Wealth Care LLC 1,802
2026-04-24 13F-HR MSFT / Microsoft Bayban 5,623 5,712 1.58
2026-04-24 13F-HR MSFT / Microsoft Michels Family Financial, LLC 2,918 3,156 8.16
2026-04-24 13F-HR MSFT / Microsoft FRG Family Wealth Advisors LLC 141,302 142,760 1.03
2026-04-24 13F-HR MSFT / Microsoft Lynx Investment Advisory 10,420 9,284 -10.90
2026-04-24 13F-HR MSFT / Microsoft Ledyard National Bank 111,734 108,300 -3.07
2026-04-24 13F-HR INTU / Intuit Medallion Wealth Advisors, LLC 90 97 7.78
2026-04-24 13F-HR MSFT / Microsoft Retirement Systems of Alabama 2,627,257 2,587,515 -1.51
2026-04-24 13F-HR SNPS / Synopsys IFM Investors Pty Ltd 37,223 39,257 5.46
2026-04-24 13F-HR MSFT / Microsoft Medallion Wealth Advisors, LLC 7,663 8,375 9.29
2026-04-24 13F-HR PAYC / Paycom Software Bayban 29
2026-04-24 13F-HR MSFT / Microsoft Cyr Financial Inc. 2,860 3,306 15.59
2026-04-24 13F-HR PTC / PTC Raiffeisen Bank International AG 4,472 8,168 82.65
2026-04-24 13F-HR MSFT / Microsoft Zwj Investment Counsel Inc 198,977 209,889 5.48
2026-04-24 13F-HR MSFT / Microsoft IFM Investors Pty Ltd 1,399,231 1,452,610 3.81
2026-04-24 13F-HR MSFT / Microsoft DeLarme Wealth Management, Inc. 1,877 1,962 4.53
2026-04-24 13F-HR PRGS / Progress Software Key FInancial Inc 123 123 0.00
2026-04-24 13F-HR PRGS / Progress Software Yousif Capital Management, Llc 11,654 11,295 -3.08
2026-04-24 13F-HR ADBE / Adobe Mitchell Mcleod Pugh & Williams Inc 6,806 6,579 -3.34
2026-04-24 13F-HR ADBE / Adobe Key FInancial Inc 185 163 -11.89
2026-04-24 13F-HR ADBE / Adobe Oakworth Capital, Inc. 798 695 -12.91
2026-04-24 13F-HR ADBE / Adobe Redwood Wealth Management Group, LLC 723 0 -100.00
2026-04-24 13F-HR ADBE / Adobe Means Investment Co., Inc. 2,620 2,626 0.23
2026-04-24 13F-HR ADBE / Adobe Medallion Wealth Advisors, LLC 97 100 3.09
2026-04-24 13F-HR ADBE / Adobe Medallion Wealth Advisors, LLC 35 30 -14.29
2026-04-24 13F-HR ADBE / Adobe Medallion Wealth Advisors, LLC 100 43 -57.00
2026-04-24 13F-HR ORCL / Oracle Sumitomo Mitsui DS Asset Management Company, Ltd 286,913 296,048 3.18
2026-04-24 13F-HR ORCL / Oracle Peoples Bank /oh 7,033 6,667 -5.20
2026-04-24 13F-HR ORCL / Oracle Redwood Wealth Management Group, LLC 1,140 0 -100.00
2026-04-24 13F-HR ORCL / Oracle Alexis Investment Partners, LLC 5,240 6,415 22.42
2026-04-24 13F-HR ORCL / Oracle Gilliland Jeter Wealth Management LLC 20,084 20,092 0.04
2026-04-24 13F-HR PAYC / Paycom Software Medallion Wealth Advisors, LLC 50 50 0.00
2026-04-24 13F-HR ORCL / Oracle Goldstone Financial Group, LLC 5,913 6,335 7.14
2026-04-24 13F-HR ORCL / Oracle Lynx Investment Advisory 2,411 2,540 5.35
2026-04-24 13F-HR PAYC / Paycom Software IFM Investors Pty Ltd 10,258 0 -100.00
2026-04-24 13F-HR QLYS / Qualys Retirement Systems of Alabama 180,700 181,626 0.51
2026-04-24 13F-HR ORCL / Oracle Yousif Capital Management, Llc 193,987 186,424 -3.90
2026-04-24 13F-HR ORCL / Oracle Medallion Wealth Advisors, LLC 2,542
2026-04-24 13F-HR ORCL / Oracle Medallion Wealth Advisors, LLC 2,891 2,878 -0.45
2026-04-24 13F-HR ORCL / Oracle Luminist Capital LLC 39 0 -100.00
2026-04-24 13F-HR ORCL / Oracle Charter Oak Capital Management, LLC 2,483 2,374 -4.39
2026-04-24 13F-HR ORCL / Oracle Saxony Capital Management, LLC 1,224 1,447 18.22
2026-04-24 13F-HR HUBS / HubSpot Key FInancial Inc 0 50
2026-04-24 13F-HR GWRE / Guidewire Software Medallion Wealth Advisors, LLC 344 421 22.38
2026-04-24 13F-HR GWRE / Guidewire Software Medallion Wealth Advisors, LLC 157 155 -1.27
2026-04-24 13F-HR GWRE / Guidewire Software Medallion Wealth Advisors, LLC 157
2026-04-24 13F-HR TEAM / Atlassian Raiffeisen Bank International AG 170 170 0.00
2026-04-24 13F-HR TEAM / Atlassian Acorn Financial Advisory Services Inc /adv 1,683 0 -100.00
2026-04-24 13F-HR CYBR / CyberArk Software Raiffeisen Bank International AG 34 0 -100.00
2026-04-24 13F-HR CYBR / CyberArk Software Sumitomo Mitsui DS Asset Management Company, Ltd 4,628 0 -100.00
2026-04-24 13F-HR CYBR / CyberArk Software Medallion Wealth Advisors, LLC 15 15 0.00
2026-04-24 13F-HR CYBR / CyberArk Software Yousif Capital Management, Llc 2,010 0 -100.00
2026-04-24 13F-HR CFLT / Confluent United Community Bank 1,000 0 -100.00
2026-04-24 13F-HR OKTA / Okta Ninety One North America, Inc. 26,425 0 -100.00
2026-04-24 13F-HR OKTA / Okta Bayban 37 37 0.00
2026-04-24 13F-HR OKTA / Okta Oakworth Capital, Inc. 51 51 0.00
2026-04-24 13F-HR BLKB / Blackbaud Retirement Systems of Alabama 44,016 43,883 -0.30
2026-04-24 13F-HR OKTA / Okta Retirement Systems of Alabama 264,829 270,400 2.10
2026-04-24 13F-HR PAYC / Paycom Software Oakworth Capital, Inc. 77 77 0.00
2026-04-24 13F-HR BLKB / Blackbaud Yousif Capital Management, Llc 11,400 10,591 -7.10
2026-04-24 13F-HR MSFT / Microsoft Ninety One SA (PTY) Ltd 148,941 111,076 -25.42
2026-04-24 13F-HR SNPS / Synopsys Raiffeisen Bank International AG 44 44 0.00
2026-04-24 13F-HR MSFT / Microsoft Raiffeisen Bank International AG 598 598 0.00
2026-04-24 13F-HR MSFT / Microsoft Raiffeisen Bank International AG 728,865 705,179 -3.25
2026-04-24 13F-HR MSFT / Microsoft Sumitomo Mitsui DS Asset Management Company, Ltd 1,345,944 1,381,678 2.65
2026-04-24 13F-HR INTU / Intuit Oakworth Capital, Inc. 676 676 0.00
2026-04-24 13F-HR MSFT / Microsoft Capricorn Fund Managers Ltd 28,733 32,343 12.56
2026-04-24 13F-HR MSFT / Microsoft Peoples Bank /oh 5,965 5,598 -6.15
2026-04-24 13F-HR MSFT / Microsoft Mitchell Mcleod Pugh & Williams Inc 42,334 43,050 1.69
2026-04-24 13F-HR MSFT / Microsoft Flagship Private Wealth, LLC 705 660 -6.38
2026-04-24 13F-HR MSFT / Microsoft Acorn Financial Advisory Services Inc /adv 9,482 4,977 -47.51
2026-04-24 13F-HR MSFT / Microsoft Severin Investments, LLC 4,288 4,254 -0.79
2026-04-24 13F-HR MSFT / Microsoft Key FInancial Inc 27,711 28,671 3.46
2026-04-24 13F-HR MSFT / Microsoft North Point Portfolio Managers Corp/oh 47,000 45,737 -2.69
2026-04-24 13F-HR INTU / Intuit Medallion Wealth Advisors, LLC 97 82 -15.46
2026-04-24 13F-HR MSFT / Microsoft Crux Wealth Advisors 14,336 14,543 1.44
2026-04-24 13F-HR MSFT / Microsoft United Community Bank 18,425 17,584 -4.56
2026-04-24 13F-HR MSFT / Microsoft Gilliland Jeter Wealth Management LLC 19,721 19,518 -1.03
2026-04-24 13F-HR SNPS / Synopsys Yousif Capital Management, Llc 19,460 19,136 -1.66
2026-04-24 13F-HR MSFT / Microsoft Greystone Financial Group, LLC 34,701 18,612 -46.36
2026-04-24 13F-HR MSFT / Microsoft Cannon Advisors, Inc. 7,924 8,268 4.34
2026-04-24 13F-HR MSFT / Microsoft Advanced Asset Management Advisors Inc 22,043 22,051 0.04
2026-04-24 13F-HR INTU / Intuit Medallion Wealth Advisors, LLC 97 97 0.00
2026-04-24 13F-HR INTU / Intuit Medallion Wealth Advisors, LLC 97 97 0.00
2026-04-24 13F-HR INTU / Intuit Medallion Wealth Advisors, LLC 97 97 0.00
2026-04-24 13F-HR INTU / Intuit Ledyard National Bank 3,358 3,625 7.95
2026-04-24 13F-HR INTU / Intuit Medallion Wealth Advisors, LLC 90
2026-04-24 13F-HR MSFT / Microsoft Means Investment Co., Inc. 101,691 104,601 2.86
2026-04-24 13F-HR MSFT / Microsoft Enzi Wealth 1,750 1,734 -0.91
2026-04-24 13F-HR INTU / Intuit Yousif Capital Management, Llc 31,856 30,116 -5.46
2026-04-24 13F-HR PTC / PTC Sumitomo Mitsui DS Asset Management Company, Ltd 17,138 17,568 2.51
2026-04-24 13F-HR INTU / Intuit Ninety One North America, Inc. 108,831 150,793 38.56
2026-04-24 13F-HR MSFT / Microsoft Medallion Wealth Advisors, LLC 7,281
2026-04-24 13F-HR INTU / Intuit Charter Oak Capital Management, LLC 915 918 0.33
2026-04-24 13F-HR INTU / Intuit Severin Investments, LLC 726 0 -100.00
2026-04-24 13F-HR MSFT / Microsoft Marathon Asset Mgmt Ltd 169,785 196,994 16.03
2026-04-24 13F-HR MSFT / Microsoft Charter Oak Capital Management, LLC 10,067 10,307 2.38
2026-04-24 13F-HR INTU / Intuit IFM Investors Pty Ltd 58,593 60,733 3.65
2026-04-24 13F-HR MSFT / Microsoft Carmel Capital Management L.L.C. 2,539 2,539 0.00
2026-04-24 13F-HR INTU / Intuit Ninety One UK Ltd 1,392,267 1,880,712 35.08
2026-04-24 13F-HR INTU / Intuit Retirement Systems of Alabama 59,312 59,094 -0.37
2026-04-24 13F-HR INTU / Intuit Raiffeisen Bank International AG 25,469 68,363 168.42
2026-04-24 13F-HR PTC / PTC Retirement Systems of Alabama 25,485 25,270 -0.84
2026-04-24 13F-HR INTU / Intuit Ninety One SA (PTY) Ltd 14,756 26,276 78.07
2026-04-24 13F-HR INTU / Intuit Raiffeisen Bank International AG 19 19 0.00
2026-04-24 13F-HR PAYC / Paycom Software Key FInancial Inc 500 500 0.00
2026-04-24 13F-HR ADBE / Adobe Ninety One UK Ltd 100,318 193,219 92.61
2026-04-24 13F-HR ADBE / Adobe Michels Family Financial, LLC 1,785 3,167 77.42
2026-04-24 13F-HR ADBE / Adobe Crux Wealth Advisors 1,916 1,899 -0.89
2026-04-24 13F-HR ADBE / Adobe United Community Bank 1,443 596 -58.70
2026-04-24 13F-HR 0JCT / Intuit Advanced Asset Management Advisors Inc 375 0 -100.00
2026-04-24 13F-HR PTC / PTC Yousif Capital Management, Llc 12,201 11,709 -4.03
2026-04-24 13F-HR ADBE / Adobe Lynx Investment Advisory 901 0 -100.00
2026-04-24 13F-HR ADBE / Adobe Retirement Systems of Alabama 328,678 359,486 9.37
2026-04-24 13F-HR ADBE / Adobe ProCore Advisors, LLC 608 0 -100.00
2026-04-24 13F-HR DDD / 3D Systems Key FInancial Inc 419 419 0.00
2026-04-24 13F-HR PTC / PTC IFM Investors Pty Ltd 23,617 23,617 0.00
2026-04-24 13F-HR CVLT / Commvault Systems Key FInancial Inc 13 13 0.00
2026-04-24 13F-HR PAYC / Paycom Software Ninety One UK Ltd 103,653 146,521 41.36
2026-04-24 13F-HR ADBE / Adobe Medallion Wealth Advisors, LLC 55 35 -36.36
2026-04-24 13F-HR ADBE / Adobe Medallion Wealth Advisors, LLC 55
2026-04-24 13F-HR PAYC / Paycom Software Retirement Systems of Alabama 10,395 0 -100.00
2026-04-24 13F-HR SNPS / Synopsys Bayban 16 5 -68.75
2026-04-24 13F-HR PAYC / Paycom Software Sumitomo Mitsui DS Asset Management Company, Ltd 7,064 0 -100.00
2026-04-24 13F-HR ORCL / Oracle American Institute for Advanced Investment Management, LLP 2,163 2,163 0.00
2026-04-24 13F-HR PAYC / Paycom Software Yousif Capital Management, Llc 5,516 13,548 145.61
2026-04-24 13F-HR ORCL / Oracle Key FInancial Inc 14,141 14,203 0.44
2026-04-24 13F-HR ORCL / Oracle Bayban 2,140 2,140 0.00
2026-04-24 13F-HR ORCL / Oracle Walker Asset Management, LLC 5,574 5,589 0.27
2026-04-24 13F-HR CVLT / Commvault Systems Yousif Capital Management, Llc 13,622 12,833 -5.79
2026-04-24 13F-HR PAYC / Paycom Software Medallion Wealth Advisors, LLC 46 50 8.70
2026-04-24 13F-HR PAYC / Paycom Software Medallion Wealth Advisors, LLC 50 50 0.00
2026-04-24 13F-HR PAYC / Paycom Software Medallion Wealth Advisors, LLC 50 50 0.00
2026-04-24 13F-HR PAYC / Paycom Software Medallion Wealth Advisors, LLC 23
2026-04-24 13F-HR ORCL / Oracle Oakworth Capital, Inc. 15,006 15,723 4.78
2026-04-24 13F-HR INTU / Intuit Sumitomo Mitsui DS Asset Management Company, Ltd 70,384 68,294 -2.97
2026-04-24 13F-HR PAYC / Paycom Software Medallion Wealth Advisors, LLC 23 46 100.00
2026-04-24 13F-HR SNPS / Synopsys North Point Portfolio Managers Corp/oh 27,724 33,351 20.30
2026-04-24 13F-HR SNPS / Synopsys United Community Bank 28 7 -75.00
2026-04-24 13F-HR PAYC / Paycom Software Marathon Asset Mgmt Ltd 205,170 223,315 8.84
2026-04-24 13F-HR RPD / Rapid7 Acorn Financial Advisory Services Inc /adv 32,763 32,378 -1.18
2026-04-24 13F-HR SNPS / Synopsys Key FInancial Inc 49 47 -4.08
2026-04-24 13F-HR QLYS / Qualys Acorn Financial Advisory Services Inc /adv 1,897 0 -100.00
2026-04-24 13F-HR QLYS / Qualys Raiffeisen Bank International AG 500 500 0.00
2026-04-24 13F-HR ORCL / Oracle Medallion Wealth Advisors, LLC 2,542 3,014 18.57
2026-04-24 13F-HR QLYS / Qualys Yousif Capital Management, Llc 11,104 10,458 -5.82
2026-04-24 13F-HR ORCL / Oracle Medallion Wealth Advisors, LLC 3,014 2,895 -3.95
2026-04-24 13F-HR ORCL / Oracle Marathon Asset Mgmt Ltd 144,824 271,004 87.13
2026-04-24 13F-HR ORCL / Oracle Cyr Financial Inc. 4,484 6,487 44.67
2026-04-24 13F-HR RPD / Rapid7 Luminist Capital LLC 100 0 -100.00
2026-04-24 13F-HR SNPS / Synopsys Sumitomo Mitsui DS Asset Management Company, Ltd 54,843 54,383 -0.84
2026-04-24 13F-HR SNPS / Synopsys Raiffeisen Bank International AG 75,947 77,152 1.59
2026-04-24 13F-HR ORCL / Oracle Zwj Investment Counsel Inc 376,140 393,121 4.51
2026-04-24 13F-HR SNPS / Synopsys Oakworth Capital, Inc. 76 76 0.00
2026-04-24 13F-HR INTU / Intuit Trinity Street Asset Management LLP 38,776 46,109 18.91
2026-04-24 13F-HR CVLT / Commvault Systems Retirement Systems of Alabama 52,920 53,910 1.87
2026-04-24 13F-HR GWRE / Guidewire Software Retirement Systems of Alabama 102,036 104,228 2.15
2026-04-24 13F-HR INTU / Intuit Key FInancial Inc 82 92 12.20
2026-04-24 13F-HR HUBS / HubSpot Sumitomo Mitsui DS Asset Management Company, Ltd 5,011 5,011 0.00
2026-04-24 13F-HR SNPS / Synopsys Retirement Systems of Alabama 39,516 40,627 2.81
2026-04-24 13F-HR HUBS / HubSpot Raiffeisen Bank International AG 29 29 0.00
2026-04-24 13F-HR HUBS / HubSpot Family Investment Center, Inc. 2,500
2026-04-24 13F-HR VRNS / Varonis Systems Raiffeisen Bank International AG 120,000 0 -100.00
2026-04-24 13F-HR TEAM / Atlassian Sumitomo Mitsui DS Asset Management Company, Ltd 15,043 15,043 0.00
2026-04-24 13F-HR TEAM / Atlassian Key FInancial Inc 6 6 0.00
2026-04-24 13F-HR TEAM / Atlassian IFM Investors Pty Ltd 31,869 31,044 -2.59
2026-04-24 13F-HR INTU / Intuit United Community Bank 628 661 5.25
2026-04-24 13F-HR CYBR / CyberArk Software CIBRA Capital Ltd 11,291 0 -100.00
2026-04-24 13F-HR CYBR / CyberArk Software Retirement Systems of Alabama 14,187 0 -100.00
2026-04-24 13F-HR HUBS / HubSpot Yousif Capital Management, Llc 677 0 -100.00
2026-04-24 13F-HR CYBR / CyberArk Software Medallion Wealth Advisors, LLC 15 15 0.00
2026-04-24 13F-HR CYBR / CyberArk Software Medallion Wealth Advisors, LLC 15
2026-04-24 13F-HR CYBR / CyberArk Software Capricorn Fund Managers Ltd 14,841 0 -100.00
2026-04-24 13F-HR CFLT / Confluent CIBRA Capital Ltd 181,500 0 -100.00
2026-04-24 13F-HR ACIW / ACI Worldwide Yousif Capital Management, Llc 28,019 27,672 -1.24
2026-04-24 13F-HR CFLT / Confluent Sumitomo Mitsui DS Asset Management Company, Ltd 15,760 0 -100.00
2026-04-24 13F-HR CFLT / Confluent Capricorn Fund Managers Ltd 130,391 0 -100.00
2026-04-24 13F-HR HUBS / HubSpot IFM Investors Pty Ltd 11,336 11,688 3.11
2026-04-24 13F-HR OKTA / Okta Sumitomo Mitsui DS Asset Management Company, Ltd 14,165 14,165 0.00
2026-04-24 13F-HR RCAT / Red Cat Holdings Medallion Wealth Advisors, LLC 1,000
2026-04-24 13F-HR S / SentinelOne Medallion Wealth Advisors, LLC 100