From Microsoft to Oracle – Charting Software Stocks Amid Resurgence
Markets had a strong first half in 2026, but software seemingly missed the party. The sector was out of favor, with much concern centered aro...
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 10,127,342 | $1,555,762,278 | +5% | 0.69% |
| 2. | AQR Capital Management Cliff Asness | 8,673,742 | $1,331,939,724 | +12% | 0.46% |
| 3. | D E Shaw D. E. Shaw | 4,849,811 | $745,027,966 | +70% | 0.35% |
| 4. | Fundsmith LLP Terry Smith | 3,629,938 | $557,631,076 | -42% | 4.09% |
| 5. | Citadel Investment Group Ken Griffin | 2,379,364 | $365,517,898 | +132% | 0.04% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $53.57 | 143 | $7,660.51 | 143 | 2023-12-15 | Filing | |
| $23.54 | 80 | $1,883.30 | 80 | 2020-09-09 | Filing | |
| $23.54 | 80 | $1,883.30 | 80 | 2020-09-09 | Filing | |
| $104.22 | 335 | $34,912.03 | 301,471 | 2025-06-06 | Filing | |
| $106.34 | 328 | $34,877.88 | 300,006 | 2025-03-06 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $163.98 | 800 | $131,181.04 | 9,918,360 | 2026-08-03 | Filing | |
| $163.12 | 1,421 | $231,790.82 | 9,919,160 | 2026-08-03 | Filing | |
| $161.75 | 200 | $32,350.00 | 9,920,581 | 2026-08-03 | Filing | |
| $160.36 | 700 | $112,252.00 | 9,920,781 | 2026-08-03 | Filing | |
| $164.49 | 162 | $26,647.38 | 52,972,372 | 2026-08-03 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 62,242,221 | $9,561,650,069 | 0.14% | |
| 2. | 40,663,961 | $6,246,797,689 | 0.13% | |
| 3. | 29,630,652 | $4,551,860,760 | 0.14% | |
| 4. | 24,844,685 | $3,816,640,509 | 0.17% | |
| 5. | 24,621,016 | $3,782,280,478 | 0.3% |