Arrowstreet Capital, Limited Partnership Software—Application

Arrowstreet Capital, Limited Partnership

$120 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SHOP Shopify Inc.	$136B	$1.54 Billion 1.28% of portfolio	16,131,927	Q1 2025 Reduced 2.16%
INTU Intuit Inc	$217B	$693 Million 0.58% of portfolio	1,128,260	Q1 2025 Added 27.15%
APP App Lovin Corp	$103B	$632 Million 0.52% of portfolio	2,384,041	Q1 2025 Reduced 17.6%
ADSK Autodesk, Inc.	$53.1B	$487 Million 0.4% of portfolio	1,980,554	Q1 2025 Added 31.27%
CRM Salesforce, Inc.	$271B	$425 Million 0.35% of portfolio	1,585,520	Q1 2025 Added 286.66%
NOW Service Now, Inc.	$205B	$381 Million 0.32% of portfolio	478,615	Q1 2025 Added 37.55%
FICO Fair Isaac Corp	$40.2B	$291 Million 0.24% of portfolio	157,984	Q1 2025 Reduced 2.25%
DOCU Docusign, Inc.	$16B	$194 Million 0.16% of portfolio	2,378,908	Q1 2025 Added 10.22%
OTEX Open Text Corp	$7.68B	$175 Million 0.15% of portfolio	6,920,118	Q1 2025 Added 15.44%
WDAY Workday, Inc.	$48.3B	$139 Million 0.12% of portfolio	595,596	Q1 2025 Added 111.66%
DSGX Descartes Systems Group Inc	$8.72B	$134 Million 0.11% of portfolio	1,325,158	Q1 2025 Added 10.49%
SAP Sap Se	$365B	$134 Million 0.11% of portfolio	497,362	Q1 2025 Added 17.33%
SNOW Snowflake Inc.	$71B	$125 Million 0.1% of portfolio	852,129	Q1 2025 Added 16.9%
PAYC Paycom Software, Inc.	$14.1B	$117 Million 0.1% of portfolio	537,554	Q1 2025 Added 33.76%
GWRE Guidewire Software, Inc.	$19.4B	$90.4 Million 0.08% of portfolio	482,527	Q1 2025 Reduced 49.0%
ZM Zoom Video Communications, Inc.	$19.4B	$89.7 Million 0.07% of portfolio	1,215,504	Q1 2025 Added 21.7%
HUBS Hubspot Inc	$26.9B	$89.1 Million 0.07% of portfolio	155,999	Q1 2025 Added 98.25%
CVLT Commvault Systems Inc	$7.89B	$88.8 Million 0.07% of portfolio	563,109	Q1 2025 Reduced 11.02%
YOU Clear Secure, Inc.	$2.35B	$87.4 Million 0.07% of portfolio	3,373,018	Q1 2025 Added 21.91%
CDNS Cadence Design Systems Inc	$88.6B	$82.1 Million 0.07% of portfolio	322,926	Q1 2025 Added 86.67%
FRSH Freshworks Inc.	$2.23B	$75.8 Million 0.06% of portfolio	5,371,536	Q1 2025 Added 41.16%
DDOG Datadog, Inc.	$41.5B	$75.1 Million 0.06% of portfolio	756,544	Q1 2025 Reduced 0.79%
MANH Manhattan Associates Inc	$12.7B	$70.6 Million 0.06% of portfolio	407,723	Q1 2025 Reduced 4.02%
COMP Compass, Inc.	$2.72B	$67.8 Million 0.06% of portfolio	7,763,162	Q1 2025 Added 32.16%
APPF Appfolio Inc	$4.97B	$65.5 Million 0.05% of portfolio	297,896	Q1 2025 Added 27.36%
ESTC Elastic N.V.	$8.23B	$60.5 Million 0.05% of portfolio	679,319	Q1 2025 Reduced 8.74%
INTA Intapp, Inc.	$2.97B	$50.5 Million 0.04% of portfolio	865,455	Q1 2025 Added 20.04%
QTWO Q2 Holdings, Inc.	$5.44B	$49.4 Million 0.04% of portfolio	617,010	Q1 2025 Reduced 17.22%
WK Workiva Inc	$3.47B	$47.1 Million 0.04% of portfolio	620,704	Q1 2025 Added 32.35%
UBER Uber Technologies, Inc	$191B	$43.8 Million 0.04% of portfolio	601,170	Q1 2025 Reduced 31.08%
NICE Nice Ltd.	$10.9B	$38.1 Million 0.03% of portfolio	246,833	Q1 2025 Reduced 61.2%
BILL Bill.Com Holdings, Inc.	$5.04B	$36.2 Million 0.03% of portfolio	788,232	Q1 2025 Reduced 51.06%
SRAD Sportradar Group Ag	$6.08B	$33.9 Million 0.03% of portfolio	1,569,756	Q1 2025 Added 11.69%
CWAN Clearwater Analytics Holdings, Inc.	$1.3B	$31.7 Million 0.03% of portfolio	1,181,599	Q1 2025 Added 26.27%
ASAN Asana, Inc.	$1.83B	$29.6 Million 0.02% of portfolio	2,034,292	Q1 2025 Added 5.82%
ALKT Alkami Technology, Inc.	$2.79B	$29.4 Million 0.02% of portfolio	1,120,044	Q1 2025 Reduced 17.34%
DT Dynatrace, Inc.	$16.1B	$28.9 Million 0.02% of portfolio	613,000	Q1 2025 Added 173.09%
PCOR Procore Technologies, Inc.	$10B	$28.7 Million 0.02% of portfolio	435,041	Q1 2025 Reduced 39.9%
TYL Tyler Technologies Inc	$24.1B	$28.3 Million 0.02% of portfolio	48,628	Q1 2025 Added 24.37%
ALRM Alarm.Com Holdings, Inc.	$2.85B	$27.9 Million 0.02% of portfolio	500,623	Q1 2025 Added 24.9%
PTC Ptc Inc.	$24.7B	$23.2 Million 0.02% of portfolio	149,938	Q1 2025 Added 92.14%
ANSS Ansys Inc	$31.9B	$22.8 Million 0.02% of portfolio	71,987	Q1 2025 New
WEAV Weave Communications, Inc.	$580M	$18.1 Million 0.02% of portfolio	1,634,720	Q1 2025 Reduced 0.97%
LSPD Lightspeed Commerce Inc.	$1.76B	$16.7 Million 0.01% of portfolio	1,912,148	Q1 2025 Reduced 54.27%
GRAB Grab Holdings LTD	$18.6B	$16.3 Million 0.01% of portfolio	3,593,475	Q1 2025 Reduced 89.4%
ENFN Enfusion, Inc.	$721M	$14.8 Million 0.01% of portfolio	1,326,923	Q1 2025 Added 479.7%
PCTY Paylocity Holding Corp	$10.3B	$14 Million 0.01% of portfolio	74,601	Q1 2025 Reduced 1.19%
BRZE Braze, Inc.	$1.49B	$13.8 Million 0.01% of portfolio	382,582	Q1 2025 Added 210.54%
ZETA Zeta Global Holdings Corp.	$2.55B	$13.6 Million 0.01% of portfolio	1,003,936	Q1 2025 Reduced 75.69%
RNG Ring Central, Inc.	$2.48B	$13.3 Million 0.01% of portfolio	538,481	Q1 2025 Reduced 62.74%

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