Arrowstreet Capital, Limited Partnership Software—Application

Arrowstreet Capital, Limited Partnership

$122 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SHOP Shopify Inc.	$116B	$1.75 Billion 1.44% of portfolio	16,487,579	Q4 2024 Added 79.79%
APP App Lovin Corp	$80.8B	$937 Million 0.77% of portfolio	2,893,148	Q4 2024 Added 457.16%
INTU Intuit Inc	$176B	$558 Million 0.46% of portfolio	887,343	Q4 2024 Added 25.45%
ADSK Autodesk, Inc.	$53.1B	$371 Million 0.3% of portfolio	1,508,746	Q4 2024 Added 25.26%
NOW Service Now, Inc.	$191B	$369 Million 0.3% of portfolio	347,949	Q4 2024 Added 193.74%
FICO Fair Isaac Corp	$49.3B	$322 Million 0.26% of portfolio	161,628	Q4 2024 Added 376.09%
DOCU Docusign, Inc.	$16.6B	$194 Million 0.16% of portfolio	2,158,311	Q4 2024 Added 201.58%
OTEX Open Text Corp	$7.19B	$170 Million 0.14% of portfolio	5,994,675	Q4 2024 Added 75.89%
GRAB Grab Holdings LTD	$17.8B	$160 Million 0.13% of portfolio	33,914,101	Q4 2024 Added 5,065.97%
GWRE Guidewire Software, Inc.	$16.6B	$160 Million 0.13% of portfolio	946,158	Q4 2024 Added 79.36%
CRM Salesforce, Inc.	$268B	$137 Million 0.11% of portfolio	410,057	Q4 2024 Added 113.16%
BILL Bill.Com Holdings, Inc.	$4.78B	$136 Million 0.11% of portfolio	1,610,447	Q4 2024 Added 112.58%
DSGX Descartes Systems Group Inc	$8.95B	$136 Million 0.11% of portfolio	1,199,377	Q4 2024 Added 114.35%
MNDY Monday.Com Ltd.	$12B	$118 Million 0.1% of portfolio	499,950	Q4 2024 Added 23.83%
MANH Manhattan Associates Inc	$10.9B	$115 Million 0.09% of portfolio	424,804	Q4 2024 Reduced 8.24%
SNOW Snowflake Inc.	$50.7B	$113 Million 0.09% of portfolio	728,967	Q4 2024 Added 1,389.21%
DDOG Datadog, Inc.	$29.5B	$109 Million 0.09% of portfolio	762,583	Q4 2024 Added 157.98%
NICE Nice Ltd.	$9.85B	$108 Million 0.09% of portfolio	636,144	Q4 2024 Reduced 9.09%
SAP Sap Se	$325B	$104 Million 0.09% of portfolio	423,905	Q4 2024 Added 49.13%
TTD Trade Desk, Inc.	$24B	$101 Million 0.08% of portfolio	856,448	Q4 2024 New
CVLT Commvault Systems Inc	$7.42B	$95.5 Million 0.08% of portfolio	632,870	Q4 2024 Added 0.79%
PAYC Paycom Software, Inc.	$13.7B	$82.4 Million 0.07% of portfolio	401,889	Q4 2024 Added 1,153.4%
ZM Zoom Video Communications, Inc.	$19.1B	$81.5 Million 0.07% of portfolio	998,744	Q4 2024 Added 357.51%
QTWO Q2 Holdings, Inc.	$4.53B	$75 Million 0.06% of portfolio	745,404	Q4 2024 Added 732.24%
ZETA Zeta Global Holdings Corp.	$2.25B	$74.3 Million 0.06% of portfolio	4,129,255	Q4 2024 Added 119.14%
ESTC Elastic N.V.	$8.01B	$73.8 Million 0.06% of portfolio	744,358	Q4 2024 Added 5,972.43%
YOU Clear Secure, Inc.	$2.09B	$73.7 Million 0.06% of portfolio	2,766,798	Q4 2024 Added 112.33%
WDAY Workday, Inc.	$48.1B	$72.6 Million 0.06% of portfolio	281,387	Q4 2024 Added 183.13%
LSPD Lightspeed Commerce Inc.	$1.52B	$63.7 Million 0.05% of portfolio	4,181,809	Q4 2024 Added 37,065.03%
FRSH Freshworks Inc.	$2.05B	$61.5 Million 0.05% of portfolio	3,805,207	Q4 2024 New
APPF Appfolio Inc	$3.87B	$57.7 Million 0.05% of portfolio	233,892	Q4 2024 Added 227.8%
HUBS Hubspot Inc	$29.6B	$54.8 Million 0.05% of portfolio	78,690	Q4 2024 New
PCOR Procore Technologies, Inc.	$8.72B	$54.2 Million 0.04% of portfolio	723,841	Q4 2024 New
UBER Uber Technologies, Inc	$154B	$52.6 Million 0.04% of portfolio	872,268	Q4 2024 Reduced 18.85%
CDNS Cadence Design Systems Inc	$79.5B	$52 Million 0.04% of portfolio	172,990	Q4 2024 Reduced 49.97%
WK Workiva Inc	$3.57B	$51.4 Million 0.04% of portfolio	468,977	Q4 2024 New
RNG Ring Central, Inc.	$2.15B	$50.6 Million 0.04% of portfolio	1,445,245	Q4 2024 Added 414.31%
ALKT Alkami Technology, Inc.	$2.45B	$49.7 Million 0.04% of portfolio	1,355,020	Q4 2024 Added 37.37%
INTA Intapp, Inc.	$3.42B	$46.2 Million 0.04% of portfolio	720,994	Q4 2024 Added 408.03%
ASAN Asana, Inc.	$2.01B	$39 Million 0.03% of portfolio	1,922,364	Q4 2024 New
COMP Compass, Inc.	$3.04B	$34.4 Million 0.03% of portfolio	5,874,078	Q4 2024 Added 181.21%
WEAV Weave Communications, Inc.	$657M	$26.3 Million 0.02% of portfolio	1,650,760	Q4 2024 Added 202.87%
CWAN Clearwater Analytics Holdings, Inc.	$1.31B	$25.8 Million 0.02% of portfolio	935,766	Q4 2024 New
SRAD Sportradar Group Ag	$4.64B	$24.4 Million 0.02% of portfolio	1,405,428	Q4 2024 Added 47.85%
ALRM Alarm.Com Holdings, Inc.	$2.64B	$24.4 Million 0.02% of portfolio	400,810	Q4 2024 Added 120.7%
VERX Vertex, Inc.	$1.92B	$23.8 Million 0.02% of portfolio	446,951	Q4 2024 Added 707.5%
TYL Tyler Technologies Inc	$21.8B	$22.5 Million 0.02% of portfolio	39,098	Q4 2024 Added 195.37%
BL Blackline, Inc.	$2.82B	$19.4 Million 0.02% of portfolio	319,158	Q4 2024 New
PEGA Pegasystems Inc	$7.54B	$18.3 Million 0.02% of portfolio	196,553	Q4 2024 Added 85.94%
COIN Coinbase Global, Inc.	$29.7B	$18 Million 0.01% of portfolio	72,681	Q4 2024 Added 50.96%

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