Arrowstreet Capital, Limited Partnership Software—Infrastructure

Arrowstreet Capital, Limited Partnership

$136 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
MSFT Microsoft Corp	$3.84T	$5.62 Billion 4.14% of portfolio	11,305,833	Q2 2025 Reduced 16.88%
ADBE Adobe Inc.	$163B	$1.42 Billion 1.04% of portfolio	3,664,151	Q2 2025 Added 17.62%
ORCL Oracle Corp	$779B	$1.22 Billion 0.9% of portfolio	5,568,912	Q2 2025 Reduced 3.02%
FTNT Fortinet, Inc.	$68B	$761 Million 0.56% of portfolio	7,201,924	Q2 2025 Reduced 9.54%
GDDY Go Daddy Inc.	$21B	$498 Million 0.37% of portfolio	2,763,145	Q2 2025 Reduced 12.58%
VRSN Verisign Inc	$29.2B	$412 Million 0.3% of portfolio	1,427,602	Q2 2025 Reduced 1.63%
CRWD Crowd Strike Holdings, Inc.	$107B	$321 Million 0.24% of portfolio	630,875	Q2 2025 Added 11.95%
PLTR Palantir Technologies Inc.	$367B	$305 Million 0.22% of portfolio	2,240,258	Q2 2025 Added 46.81%
DBX Dropbox, Inc.	$8.54B	$191 Million 0.14% of portfolio	6,662,161	Q2 2025 Added 9.99%
NET Cloudflare, Inc.	$63.6B	$166 Million 0.12% of portfolio	846,441	Q2 2025 Added 6.54%
TOST Toast, Inc.	$11.7B	$154 Million 0.11% of portfolio	3,478,148	Q2 2025 Added 15.17%
BOX Box Inc	$4.63B	$145 Million 0.11% of portfolio	4,247,092	Q2 2025 Added 10.69%
CYBR Cyber Ark Software Ltd.	$20.2B	$143 Million 0.11% of portfolio	351,276	Q2 2025 Added 39.96%
WIX Wix.Com Ltd.	$8.83B	$122 Million 0.09% of portfolio	768,910	Q2 2025 Added 10.46%
ZS Zscaler, Inc.	$44B	$115 Million 0.08% of portfolio	367,075	Q2 2025 Added 12.0%
IOT Samsara Inc.	$4.33B	$110 Million 0.08% of portfolio	2,773,924	Q2 2025 Reduced 19.31%
NLOK Norton Life Lock Inc.	$14.3B	$96.7 Million 0.07% of portfolio	4,497,501	Q2 2025 Added 82.71%
MDB Mongo Db, Inc.	$22.4B	$87.8 Million 0.06% of portfolio	418,313	Q2 2025 Added 1,529.2%
FFIV F5, Inc.	$19.6B	$72 Million 0.05% of portfolio	244,565	Q2 2025 Reduced 33.71%
ACIW Aci Worldwide, Inc.	$6.05B	$71.3 Million 0.05% of portfolio	1,553,345	Q2 2025 Reduced 5.44%
RELY Remitly Global, Inc.	$2.7B	$56.1 Million 0.04% of portfolio	2,986,570	Q2 2025 Added 97.22%
DOX Amdocs LTD	$10B	$48.8 Million 0.04% of portfolio	534,391	Q2 2025 Reduced 21.01%
NTNX Nutanix, Inc.	$17.7B	$44.9 Million 0.03% of portfolio	587,482	Q2 2025 Added 161.49%
MQ Marqeta, Inc.	$2.27B	$44.5 Million 0.03% of portfolio	7,626,595	Q2 2025 New
RAMP Live Ramp Holdings, Inc.	$1.81B	$41.3 Million 0.03% of portfolio	1,250,312	Q2 2025 Reduced 3.23%
AKAM Akamai Technologies Inc	$14.4B	$40.8 Million 0.03% of portfolio	449,354	Q2 2025 Reduced 3.67%
VRNT Verint Systems Inc	$2.13B	$36.9 Million 0.03% of portfolio	1,131,091	Q2 2025 Added 55.63%
PATH Ui Path, Inc.	$5.96B	$30.1 Million 0.02% of portfolio	2,350,063	Q2 2025 Added 1,423.92%
ATEN A10 Networks, Inc.	$1.34B	$25.3 Million 0.02% of portfolio	1,306,664	Q2 2025 Added 39.19%
TDC Teradata Corp	$2.26B	$23.8 Million 0.02% of portfolio	1,065,273	Q2 2025 Added 5.56%
SQ Block, Inc.	$30.3B	$23.2 Million 0.02% of portfolio	405,253	Q2 2025 Added 442.4%
EEFT Euronet Worldwide, Inc.	$4.37B	$21.9 Million 0.02% of portfolio	216,484	Q2 2025 Reduced 17.38%
AVPT Ave Point, Inc.	$2.75B	$21.9 Million 0.02% of portfolio	1,135,685	Q2 2025 Reduced 33.65%
DOCN Digital Ocean Holdings, Inc.	$3.75B	$20.8 Million 0.02% of portfolio	728,468	Q2 2025 Reduced 33.22%
APPN Appian Corp	$1.26B	$20.6 Million 0.02% of portfolio	690,788	Q2 2025 Added 211.83%
AVDX Avid Xchange Holdings, Inc.	$1.97B	$19.9 Million 0.01% of portfolio	2,028,532	Q2 2025 Added 101.54%
SPSC Sps Commerce Inc	$3.76B	$15.3 Million 0.01% of portfolio	112,329	Q2 2025 Reduced 1.03%
RDWR Radware LTD	$1.22B	$13.4 Million 0.01% of portfolio	454,688	Q2 2025 Reduced 0.88%
OSPN One Span Inc.	$567M	$12.8 Million 0.01% of portfolio	765,843	Q2 2025 Added 15.41%
BB Blackberry LTD	$2.74B	$12.8 Million 0.01% of portfolio	2,788,921	Q2 2025 Added 137.06%
STNE Stone Co Ltd.	$5.11B	$12 Million 0.01% of portfolio	746,876	Q2 2025 New
VRNS Varonis Systems Inc	$6.53B	$11.8 Million 0.01% of portfolio	233,349	Q2 2025 New
TENB Tenable Holdings, Inc.	$3.32B	$10.8 Million 0.01% of portfolio	320,644	Q2 2025 Added 234.9%
YEXT Yext, Inc.	$1.05B	$10.6 Million 0.01% of portfolio	1,248,638	Q2 2025 Added 10.05%
QLYS Qualys, Inc.	$5.02B	$10.4 Million 0.01% of portfolio	72,841	Q2 2025 Added 96.57%
TUYA Tuya Inc.	$1.43B	$8.14 Million 0.01% of portfolio	3,522,131	Q2 2025 Added 62.45%
TIXT Telus International (Cda) Inc.	$296M	$7.99 Million 0.01% of portfolio	2,202,138	Q1 2025 Added 5.1%
CGNT Cognyte Software Ltd.	$582M	$7.77 Million 0.01% of portfolio	840,735	Q2 2025 Added 49.33%
EVCM Ever Commerce Inc.	$2.12B	$7.5 Million 0.01% of portfolio	714,519	Q2 2025 Added 328.35%
CHKP Check Point Software Technologies LTD	$25.7B	$7.5 Million 0.01% of portfolio	33,881	Q2 2025 New

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