Arrowstreet Capital, Limited Partnership Software—Application

Arrowstreet Capital, Limited Partnership

$136 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SHOP Shopify Inc.	$180B	$1.37 Billion 1.01% of portfolio	11,896,793	Q2 2025 Reduced 26.25%
INTU Intuit Inc	$192B	$946 Million 0.7% of portfolio	1,201,116	Q2 2025 Added 6.46%
CRM Salesforce, Inc.	$239B	$676 Million 0.5% of portfolio	2,479,989	Q2 2025 Added 56.41%
APP App Lovin Corp	$200B	$668 Million 0.49% of portfolio	1,908,870	Q2 2025 Reduced 19.93%
ADSK Autodesk, Inc.	$53.1B	$500 Million 0.37% of portfolio	2,034,080	Q2 2025 Added 2.7%
NOW Service Now, Inc.	$184B	$432 Million 0.32% of portfolio	420,140	Q2 2025 Reduced 12.22%
FICO Fair Isaac Corp	$45.1B	$257 Million 0.19% of portfolio	140,699	Q2 2025 Reduced 10.94%
OTEX Open Text Corp	$10B	$226 Million 0.17% of portfolio	7,730,470	Q2 2025 Added 11.71%
WDAY Workday, Inc.	$46.7B	$207 Million 0.15% of portfolio	862,539	Q2 2025 Added 44.82%
SNOW Snowflake Inc.	$77B	$173 Million 0.13% of portfolio	772,094	Q2 2025 Reduced 9.39%
DOCU Docusign, Inc.	$13.7B	$161 Million 0.12% of portfolio	2,067,894	Q2 2025 Reduced 13.07%
DDOG Datadog, Inc.	$44.1B	$152 Million 0.11% of portfolio	1,132,343	Q2 2025 Added 49.67%
PAYC Paycom Software, Inc.	$12.1B	$147 Million 0.11% of portfolio	633,692	Q2 2025 Added 17.88%
ZM Zoom Video Communications, Inc.	$20.6B	$141 Million 0.1% of portfolio	1,809,252	Q2 2025 Added 48.85%
DSGX Descartes Systems Group Inc	$7.83B	$122 Million 0.09% of portfolio	1,202,196	Q2 2025 Reduced 9.28%
GWRE Guidewire Software, Inc.	$19.4B	$98.8 Million 0.07% of portfolio	419,715	Q2 2025 Reduced 13.02%
CVLT Commvault Systems Inc	$8.23B	$96.7 Million 0.07% of portfolio	554,604	Q2 2025 Reduced 1.51%
MANH Manhattan Associates Inc	$12.6B	$92.4 Million 0.07% of portfolio	467,816	Q2 2025 Added 14.74%
CDNS Cadence Design Systems Inc	$95.3B	$88.3 Million 0.06% of portfolio	286,506	Q2 2025 Reduced 11.28%
HUBS Hubspot Inc	$21.4B	$88.1 Million 0.06% of portfolio	158,237	Q2 2025 Added 1.43%
YOU Clear Secure, Inc.	$2.6B	$85.1 Million 0.06% of portfolio	3,064,621	Q2 2025 Reduced 9.14%
SRAD Sportradar Group Ag	$5.49B	$77.7 Million 0.06% of portfolio	2,765,953	Q2 2025 Added 76.2%
APPF Appfolio Inc	$5.1B	$67.4 Million 0.05% of portfolio	292,771	Q2 2025 Reduced 1.72%
FRSH Freshworks Inc.	$1.67B	$66.9 Million 0.05% of portfolio	4,489,843	Q2 2025 Reduced 16.41%
NICE Nice Ltd.	$8.78B	$56.9 Million 0.04% of portfolio	336,887	Q2 2025 Added 36.48%
ASAN Asana, Inc.	$1.69B	$56.2 Million 0.04% of portfolio	4,160,975	Q2 2025 Added 104.54%
ESTC Elastic N.V.	$8.33B	$54.7 Million 0.04% of portfolio	648,600	Q2 2025 Reduced 4.52%
QTWO Q2 Holdings, Inc.	$3.82B	$54.4 Million 0.04% of portfolio	581,593	Q2 2025 Reduced 5.74%
SAP Sap Se	$318B	$50.5 Million 0.04% of portfolio	166,169	Q2 2025 Reduced 66.59%
COMP Compass, Inc.	$3.11B	$40.7 Million 0.03% of portfolio	6,478,863	Q2 2025 Reduced 16.54%
PTC Ptc Inc.	$23.8B	$38.7 Million 0.03% of portfolio	224,609	Q2 2025 Added 49.8%
DUOL Duolingo, Inc.	$9.58B	$36.9 Million 0.03% of portfolio	90,087	Q2 2025 New
WK Workiva Inc	$4.24B	$33.8 Million 0.02% of portfolio	493,180	Q2 2025 Reduced 20.55%
PCTY Paylocity Holding Corp	$8.63B	$29.5 Million 0.02% of portfolio	162,920	Q2 2025 Added 118.39%
LSPD Lightspeed Commerce Inc.	$1.75B	$28.9 Million 0.02% of portfolio	2,468,872	Q2 2025 Added 29.12%
BILL Bill.Com Holdings, Inc.	$5.75B	$28.9 Million 0.02% of portfolio	624,931	Q2 2025 Reduced 20.72%
ALRM Alarm.Com Holdings, Inc.	$2.6B	$28.5 Million 0.02% of portfolio	503,252	Q2 2025 Added 0.53%
DT Dynatrace, Inc.	$14.3B	$27 Million 0.02% of portfolio	489,226	Q2 2025 Reduced 20.19%
MNDY Monday.Com Ltd.	$7.97B	$24.7 Million 0.02% of portfolio	78,660	Q2 2025 Added 110.2%
INTA Intapp, Inc.	$2.5B	$24.1 Million 0.02% of portfolio	467,232	Q2 2025 Reduced 46.01%
RNG Ring Central, Inc.	$2.38B	$23 Million 0.02% of portfolio	812,518	Q2 2025 Added 50.89%
OLO Olo Inc.	$1.05B	$23 Million 0.02% of portfolio	2,579,755	Q2 2025 Added 21.65%
CALX Calix, Inc	$3.99B	$21.6 Million 0.02% of portfolio	405,439	Q2 2025 Added 60.12%
BLKB Blackbaud Inc	$3.35B	$19.2 Million 0.01% of portfolio	298,343	Q2 2025 Added 44.57%
APPS Digital Turbine, Inc.	$636M	$18.7 Million 0.01% of portfolio	3,163,124	Q2 2025 Added 179.95%
LYFT Lyft, Inc.	$7.78B	$18.5 Million 0.01% of portfolio	1,176,890	Q2 2025 Added 397.83%
CWAN Clearwater Analytics Holdings, Inc.	$1.01B	$18.3 Million 0.01% of portfolio	833,353	Q2 2025 Reduced 29.47%
PRGS Progress Software Corp	$1.99B	$18.2 Million 0.01% of portfolio	284,931	Q2 2025 Added 56.13%
TYL Tyler Technologies Inc	$20.7B	$17.6 Million 0.01% of portfolio	29,726	Q2 2025 Reduced 38.87%
YALA Yalla Group LTD	$1.12B	$13.4 Million 0.01% of portfolio	1,981,119	Q2 2025 Added 1,075.9%

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