Arrowstreet Capital, Limited Partnership Software—Infrastructure

Arrowstreet Capital, Limited Partnership

$120 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
MSFT Microsoft Corp	$3.75T	$5.11 Billion 4.24% of portfolio	13,602,445	Q1 2025 Reduced 12.3%
ADBE Adobe Inc.	$174B	$1.19 Billion 0.99% of portfolio	3,115,248	Q1 2025 Added 47.8%
ORCL Oracle Corp	$636B	$803 Million 0.67% of portfolio	5,742,109	Q1 2025 Reduced 6.73%
FTNT Fortinet, Inc.	$84.9B	$766 Million 0.64% of portfolio	7,961,605	Q1 2025 Added 4.45%
GDDY Go Daddy Inc.	$27.4B	$569 Million 0.47% of portfolio	3,160,802	Q1 2025 Reduced 7.95%
VRSN Verisign Inc	$30.7B	$368 Million 0.31% of portfolio	1,451,312	Q1 2025 Added 12.96%
CRWD Crowd Strike Holdings, Inc.	$110B	$199 Million 0.17% of portfolio	563,557	Q1 2025 Added 34.79%
DBX Dropbox, Inc.	$7.92B	$162 Million 0.13% of portfolio	6,056,903	Q1 2025 Added 15.92%
IOT Samsara Inc.	$4.35B	$132 Million 0.11% of portfolio	3,437,836	Q1 2025 Reduced 17.04%
PLTR Palantir Technologies Inc.	$281B	$129 Million 0.11% of portfolio	1,525,963	Q1 2025 Reduced 51.96%
BOX Box Inc	$4.8B	$118 Million 0.1% of portfolio	3,836,901	Q1 2025 Added 13.3%
WIX Wix.Com Ltd.	$9.08B	$114 Million 0.09% of portfolio	696,100	Q1 2025 Reduced 31.07%
TOST Toast, Inc.	$14.5B	$100 Million 0.08% of portfolio	3,020,003	Q1 2025 Reduced 60.97%
FFIV F5, Inc.	$18.1B	$98.2 Million 0.08% of portfolio	368,916	Q1 2025 Reduced 13.25%
OKTA Okta, Inc.	$15.1B	$98.1 Million 0.08% of portfolio	932,701	Q1 2025 Reduced 24.86%
ACIW Aci Worldwide, Inc.	$5.18B	$89.9 Million 0.07% of portfolio	1,642,718	Q1 2025 Added 0.09%
NET Cloudflare, Inc.	$54.8B	$89.5 Million 0.07% of portfolio	794,456	Q1 2025 Added 242.24%
CYBR Cyber Ark Software Ltd.	$16.5B	$84.8 Million 0.07% of portfolio	250,991	Q1 2025 Reduced 52.38%
ZS Zscaler, Inc.	$45.3B	$65 Million 0.05% of portfolio	327,734	Q1 2025 Added 1.14%
DOX Amdocs LTD	$11.2B	$61.9 Million 0.05% of portfolio	676,512	Q1 2025 Reduced 18.23%
NLOK Norton Life Lock Inc.	$14.3B	$52.9 Million 0.04% of portfolio	2,461,576	Q1 2025 Added 26.34%
AKAM Akamai Technologies Inc	$14.4B	$42.4 Million 0.04% of portfolio	466,461	Q1 2025 Reduced 0.99%
DOCN Digital Ocean Holdings, Inc.	$2.89B	$36.4 Million 0.03% of portfolio	1,090,846	Q1 2025 Reduced 11.39%
RAMP Live Ramp Holdings, Inc.	$2.3B	$33.8 Million 0.03% of portfolio	1,292,024	Q1 2025 Added 31.3%
RELY Remitly Global, Inc.	$3.1B	$31.5 Million 0.03% of portfolio	1,514,360	Q1 2025 Added 343.9%
EEFT Euronet Worldwide, Inc.	$5.31B	$28 Million 0.02% of portfolio	262,027	Q1 2025 Added 49.71%
AVPT Ave Point, Inc.	$3.5B	$24.7 Million 0.02% of portfolio	1,711,647	Q1 2025 Reduced 36.09%
VRNT Verint Systems Inc	$2.13B	$23.7 Million 0.02% of portfolio	726,760	Q1 2025 Reduced 4.94%
TDC Teradata Corp	$2.34B	$22.7 Million 0.02% of portfolio	1,009,155	Q1 2025 Added 103.65%
SWI Solar Winds Corp	$2.98B	$17.1 Million 0.01% of portfolio	926,118	Q1 2025 Added 1.44%
NTNX Nutanix, Inc.	$17.6B	$15.7 Million 0.01% of portfolio	224,670	Q1 2025 New
ATEN A10 Networks, Inc.	$1.42B	$15.3 Million 0.01% of portfolio	938,763	Q1 2025 Added 280.12%
SPSC Sps Commerce Inc	$5B	$15.1 Million 0.01% of portfolio	113,502	Q1 2025 Added 19.13%
PAYO Payoneer Global Inc.	$2.39B	$13.8 Million 0.01% of portfolio	1,885,526	Q1 2025 Reduced 45.67%
OSPN One Span Inc.	$706M	$10.1 Million 0.01% of portfolio	663,600	Q1 2025 Reduced 17.77%
RDWR Radware LTD	$1.37B	$9.92 Million 0.01% of portfolio	458,708	Q1 2025 Added 4.73%
AVDX Avid Xchange Holdings, Inc.	$1.95B	$8.54 Million 0.01% of portfolio	1,006,503	Q1 2025 Added 1.12%
FIVN Five9, Inc.	$2.01B	$7.65 Million 0.01% of portfolio	281,816	Q1 2025 New
YEXT Yext, Inc.	$1.02B	$6.99 Million 0.01% of portfolio	1,134,564	Q1 2025 Reduced 35.48%
CCSI Consensus Cloud Solutions, Inc.	$459M	$6.61 Million 0.01% of portfolio	286,419	Q1 2025 Added 26.55%
TUYA Tuya Inc.	$1.42B	$6.57 Million 0.01% of portfolio	2,168,085	Q1 2025 Added 1.12%
APPN Appian Corp	$1.28B	$6.38 Million 0.01% of portfolio	221,529	Q1 2025 Added 48.57%
TIXT Telus International (Cda) Inc.	$254M	$5.92 Million 0.0% of portfolio	2,202,138	Q1 2025 Added 5.1%
QLYS Qualys, Inc.	$5.6B	$4.67 Million 0.0% of portfolio	37,056	Q1 2025 Reduced 28.65%
MDB Mongo Db, Inc.	$14.9B	$4.5 Million 0.0% of portfolio	25,676	Q1 2025 Reduced 56.78%
BB Blackberry LTD	$2.38B	$4.44 Million 0.0% of portfolio	1,176,456	Q1 2025 Reduced 57.56%
CGNT Cognyte Software Ltd.	$614M	$4.39 Million 0.0% of portfolio	563,005	Q1 2025 Reduced 14.96%
SQ Block, Inc.	$30.3B	$4.28 Million 0.0% of portfolio	74,715	Q1 2025 Added 26.53%
CCCS Ccc Intelligent Solutions Holdings Inc.	$6.05B	$4.06 Million 0.0% of portfolio	449,567	Q1 2025 New
BAND Bandwidth Inc.	$368M	$3.86 Million 0.0% of portfolio	294,793	Q1 2025 Added 3.23%

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