Prepackaged software
Definition
SIC 7372, prepackaged software.
A standard grouping: SIC 7372.
Q2 2026 against Q1 2026
- Reported value
- $633bn
- +$10.0bn on the quarter before
- Managers listing any
- 81
- +1 on the quarter before
- Stocks listed
- 149
- +0 on the quarter before
- Buyers
- 2,133
- manager-stock pairs opening or adding
- Sellers
- 2,008
- manager-stock pairs trimming or exiting
value over 8 quartersNet buying actions by quarter: +177 · +234 · +290 · +345 · +241 · +107 · +242 · +125
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 (150 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 |
|---|---|---|---|---|---|
| MSFTMicrosoft Corp | 62 | $291bn | 27 | 37 | |
| 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 | |
| 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 | |
| CRWVCoreweave Inc | 38 | $5.2bn | 28 | 14 | |
| MDBMongodb Inc | 38 | $5.1bn | 15 | 29 | |
| ADSKAutodesk Inc | 33 | $4.7bn | 18 | 24 | |
| TWLOTwilio Inc | 38 | $4.5bn | 19 | 25 | |
| OKTAOkta Inc | 29 | $4.2bn | 17 | 16 | |
| NTNXNutanix Inc | 25 | $3.6bn | 18 | 12 | |
| VEEVVeeva Sys Inc | 32 | $3.5bn | 15 | 22 | |
| HUBSHubspot Inc | 35 | $3.3bn | 21 | 16 |
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)13 of 15 · $111bn
- Invesco Ltd14 of 15 · $74.5bn
- T. Rowe Price Associates Inc14 of 15 · $52.5bn
- Capital Research Global Investors9 of 15 · $46.0bn
- Capital World Investors8 of 15 · $33.3bn
- Wellington Management Group LLP10 of 15 · $25.8bn
- Arrowstreet Capital LP9 of 15 · $19.1bn
- AllianceBernstein LP11 of 15 · $14.1bn
- Janus Henderson Group Ltd10 of 15 · $13.3bn
- MFS Investment Management10 of 15 · $13.1bn
- AQR Capital Management LLC12 of 15 · $10.4bn
- Baillie Gifford & Co11 of 15 · $10.1bn
- Susquehanna International Group LLP6 of 15 · $6.1bn
- Neuberger Berman Group LLC11 of 15 · $5.9bn
- Jane Street Group LLC8 of 15 · $5.6bn
- Dodge & Cox4 of 15 · $5.5bn
- D. E. Shaw & Co.8 of 15 · $5.3bn
- Citadel Advisors LLC6 of 15 · $3.6bn
- Two Sigma Investments LP9 of 15 · $3.6bn
- Millennium Management LLC8 of 15 · $3.3bn