Bank of America Corp DE reduced its stake in Autodesk, Inc. by 3.1% in Q1 2026, selling 81,950 shares but still owning 2.53 million shares valued at approximately $605.9 million. Despite this sale, Autodesk reported better-than-expected quarterly results and has seen insiders purchase 7,935 shares worth about $1.67 million. Analysts maintain a "Moderate Buy" rating for ADSK with a consensus price target of $323.40.

Amundi increased its stake in Jack Henry & Associates, Inc. (NASDAQ:JKHY) by 80.5% in the first quarter, now owning 626,837 shares valued at $99,065,000. Other institutional investors have also adjusted their holdings. Analysts currently rate the stock as a "Moderate Buy" with an average target price of $186.07.

C WorldWide Group Holding A S reduced its stake in Microsoft Corporation by 7.7% in the first quarter, selling 66,121 shares but still holding 794,890 shares valued at approximately $294.2 million. Microsoft remains its fourth-largest portfolio position. The company recently reported strong quarterly results, with revenue of $90.01 billion and adjusted EPS of $4.74, surpassing analyst estimates, driven by a 43% increase in Azure revenue and over 30 million paid Microsoft 365 Copilot seats.

Amundi reduced its stake in F5, Inc. (NASDAQ:FFIV) by 44.2% in the first quarter, selling over 224,000 shares. Despite this, other institutional investors like Norges Bank and Jefferies Financial Group Inc. increased their holdings. F5 recently reported strong Q2 earnings, surpassing analyst estimates for both EPS and revenue, and provided optimistic guidance for Q4 and FY 2026.

Bank of America Corp DE significantly increased its stake in Motorola Solutions, Inc. by 34.3% in the first quarter of 2026, bringing its total holdings to 1.38 million shares valued at approximately $599.5 million. This move is part of a broader trend of institutional investors holding 84.17% of MSI's stock. Motorola Solutions has shown strong financial performance, beating first-quarter earnings estimates and providing optimistic guidance for the upcoming quarters, while analysts maintain a "Buy" rating for the stock.

Bank of America Corp DE increased its stake in Synopsys, Inc. (NASDAQ:SNPS) by 34.0% in the first quarter, now owning 1,386,817 shares valued at $549.85 million. This comes as several other institutional investors also modified their holdings, with institutional investors owning 85.47% of the company's stock. Research analysts have generally given Synopsys a "Moderate Buy" rating with a consensus target price of $570.06, despite recent insider stock sales by the CFO and CEO.

Amundi increased its stake in Tyler Technologies (NYSE:TYL) by 20.4% in the first quarter, now owning 198,101 shares valued at approximately $67.8 million. Other institutional investors also adjusted their holdings, with 93.3% of the stock owned by hedge funds and institutional investors. Tyler Technologies reported adjusted quarterly EPS of $3.08, exceeding estimates, and revenue of $645.1 million, which was slightly below forecasts, while management reaffirmed its 2026 EPS guidance.

Edgestream Partners L.P. decreased its stake in DoubleVerify Holdings, Inc. by 30.8% in the first quarter, now holding 397,519 shares valued at approximately $3.78 million. Despite this, institutional ownership remains high at 97.29%, with various firms, including Vanguard Group, increasing their positions. Analysts have a "Moderate Buy" consensus rating for DoubleVerify, with an average price target of $15.39 against its current stock price of $11.23.

Amundi reduced its stake in Credo Technology Group Holding Ltd. (NASDAQ:CRDO) by 53% in the first quarter, selling over 827,000 shares but still retaining a significant holding. Despite this reduction and recent insider stock sales totaling $72.8 million, Wall Street analysts maintain a broadly positive "Buy" rating for CRDO with an average price target of $266.17. The company recently surpassed quarterly earnings and revenue estimates, reporting substantial year-over-year revenue growth.

The California State Teachers Retirement System increased its stake in Credo Technology Group Holding Ltd. (NASDAQ:CRDO) by 2.2% in the first quarter, bringing its total holdings to 240,886 shares valued at $22.61 million. Other institutional investors also adjusted their positions in the company. Analysts have issued "buy" or "strong buy" ratings for CRDO, with an average price target of $266.17, following strong earnings performance and significant revenue growth.