Software and IT services
Definition
Companies whose SEC Standard Industrial Classification code falls in 7370 to 7379, as EDGAR assigns them.
Q2 2026 against Q1 2026
- Reported value
- $1,364bn
- +$193bn on the quarter before
- Managers listing any
- 88
- +0 on the quarter before
- Stocks listed
- 287
- +4 on the quarter before
- Buyers
- 3,952
- manager-stock pairs opening or adding
- Sellers
- 3,495
- manager-stock pairs trimming or exiting
value over 8 quartersNet buying actions by quarter: +271 · +384 · +479 · +503 · +424 · +123 · +263 · +457
See it in the heatmap, ranked by breadth →
Managers listing any counts distinct comparable managers. Buyers and sellers count actions by comparable managers, once for each stock a manager moved in. Value moves with prices as well as with buying.
Largest stocks (290 in all)
By combined reported value at Q2 2026. Holders are at least counts, among listed positions.
| Stock | Holders | Value | Buyers | Sellers | Holders, 8 quarters |
|---|---|---|---|---|---|
| GOOGLAlphabet Inc | 66 | $309bn | 33 | 34 | |
| MSFTMicrosoft Corp | 62 | $291bn | 27 | 37 | |
| METAMeta Platforms Inc | 63 | $188bn | 32 | 37 | |
| SPCXSpace Exploration Techn Corp | 51 | $106bn | 51 | 0 | |
| APPApplovin Corp | 38 | $29.5bn | 19 | 24 | |
| SHOPShopify Inc | 40 | $27.9bn | 23 | 19 | |
| ORCLOracle Corp | 42 | $24.2bn | 27 | 18 | |
| PLTRPalantir Technologies Inc | 39 | $22.6bn | 17 | 26 | |
| CRWDCrowdstrike HLDGS Inc | 42 | $20.9bn | 20 | 24 | |
| NETCloudflare Inc | 43 | $18.3bn | 22 | 26 | |
| DDOGDatadog Inc | 40 | $17.8bn | 23 | 21 | |
| CRMSalesforce Inc | 42 | $16.5bn | 24 | 20 | |
| CDNSCadence Design System Inc | 38 | $14.3bn | 18 | 25 | |
| SNOWSnowflake Inc | 51 | $13.4bn | 38 | 13 | |
| ADPAutomatic Data Processing In | 32 | $11.5bn | 17 | 21 | |
| RBLXRoblox Corp | 33 | $11.0bn | 17 | 23 | |
| SNPSSynopsys Inc | 41 | $10.4bn | 26 | 20 | |
| INTUIntuit | 39 | $9.6bn | 24 | 22 | |
| ADBEAdobe Inc | 40 | $9.4bn | 17 | 28 | |
| NOWServicenow Inc | 41 | $8.3bn | 20 | 26 | |
| XYZBlock Inc | 38 | $8.2bn | 27 | 14 | |
| TTWOTake-two Interactive Softwar | 35 | $6.7bn | 24 | 18 | |
| RDDTReddit Inc | 39 | $6.4bn | 22 | 17 | |
| NBISNebius Group N.v. | 32 | $5.9bn | 22 | 14 | |
| VRSNVerisign Inc | 35 | $5.8bn | 19 | 18 |
Managers holding its largest names
Across the 15 largest stocks above at Q2 2026: how many of them each manager lists, and their combined value. A manager can hold others below its listed range.
- Fidelity (FMR LLC)14 of 15 · $307bn
- Invesco Ltd15 of 15 · $129bn
- T. Rowe Price Associates Inc15 of 15 · $107bn
- Capital Research Global Investors11 of 15 · $94.1bn
- Capital World Investors9 of 15 · $86.0bn
- Wellington Management Group LLP14 of 15 · $48.9bn
- Berkshire Hathaway Inc1 of 15 · $28.2bn
- MFS Investment Management11 of 15 · $26.5bn
- AllianceBernstein LP12 of 15 · $25.5bn
- Baillie Gifford & Co12 of 15 · $23.8bn
- D1 Capital Partners LP6 of 15 · $22.6bn
- Arrowstreet Capital LP9 of 15 · $21.8bn
- Janus Henderson Group Ltd12 of 15 · $19.4bn
- Dodge & Cox4 of 15 · $12.3bn
- Neuberger Berman Group LLC13 of 15 · $11.2bn
- AQR Capital Management LLC10 of 15 · $10.9bn
- D. E. Shaw & Co.9 of 15 · $10.2bn
- Susquehanna International Group LLP7 of 15 · $8.8bn
- Coatue Management LLC5 of 15 · $8.0bn
- Millennium Management LLC8 of 15 · $6.5bn
2.7% of the value at Q2 2026 sits in stocks with no SIC code on file, counted as unclassified rather than placed in a sector.