Generalist · Toronto, Canada
Royal Bank of Canada
Q4 2020 · compared with Q3 2020
Filed as Royal Bank Of Canada
- Software
- $18.0B
- Weight of 13F
- 5.9%
- Names
- 161
- Net bought
- +$3.0B
Filed 16 February 2021 · SEC filing.
Call exposure on these names is $460M across 17 lines. Calls are not in the stock total.
6,299 positions in the whole 13F.
Quarters on file
Each quarter on file, back to June 2016 when the filing exists. Net bought is the share change from the previous quarter at that quarter’s close. A split that leaves the dollar value in place counts as flat.
- Q2 2026289 names · $783M in calls, not in the total$31.1B−$1.1B
- Q1 2026275 names · $370M in calls, not in the total$29.6B−$1.6B
- Q4 2025276 names · $767M in calls, not in the total$40.1B+$2.9B
- Q3 2025275 names · $1.3B in calls, not in the total$45.5B+$1.2B
- Q2 2025271 names · $1.4B in calls, not in the total$42.8B+$2.6B
- Q1 2025262 names · $517M in calls, not in the total$31.9B−$535M
- Q4 2024251 names · $630M in calls, not in the total$35.9B+$3.2B
- Q3 2024253 names · $646M in calls, not in the total$32.5B+$212M
- Q2 2024250 names · $217M in calls, not in the total$32.2B+$1.7B
- Q1 2024237 names · $568M in calls, not in the total$29.9B−$1.8B
- Q4 2023233 names · $709M in calls, not in the total$29.5B+$1.4B
- Q3 2023232 names · $388M in calls, not in the total$23.2B+$915M
- Q2 2023228 names · $535M in calls, not in the total$23.7B+$1.0B
- Q1 2023224 names · $142M in calls, not in the total$19.1B−$669M
- Q4 2022220 names · $170M in calls, not in the total$16.6B+$938M
- Q3 2022222 names · $190M in calls, not in the total$15.0B+$542M
- Q2 2022219 names · $132M in calls, not in the total$16.6B+$6.5B
- Q1 2022218 names · $490M in calls, not in the total$21.5B−$3.4B
- Q4 2021217 names · $394M in calls, not in the total$28.5B+$3.8B
- Q3 2021200 names · $383M in calls, not in the total$22.2B+$305M
- Q2 2021186 names · $232M in calls, not in the total$21.5B+$1.3B
- Q1 2021169 names · $305M in calls, not in the total$17.9B−$348M
- Q4 2020161 names · $460M in calls, not in the total$18.0B+$3.0B
- Q3 2020152 names · $381M in calls, not in the total$13.6B+$241M
- Q2 2020141 names · $173M in calls, not in the total$12.4B+$596M
- Q1 2020140 names · $91.7M in calls, not in the total$8.6B−$555M
- Q4 2019134 names · $75.3M in calls, not in the total$9.8B+$356M
- Q3 2019126 names · $760M in calls, not in the total$8.4B−$373M
- Q2 2019118 names · $348M in calls, not in the total$8.8B+$442M
- Q1 2019111 names · $527M in calls, not in the total$7.7B+$42.1M
- Q4 2018111 names · $539M in calls, not in the total$6.3B+$165M
- Q3 2018116 names · $421M in calls, not in the total$7.2B−$210M
- Q2 2018112 names · $208M in calls, not in the total$6.5B−$641M
- Q1 2018101 names · $195M in calls, not in the total$6.6B+$242M
- Q4 2017101 names · $150M in calls, not in the total$6.0B+$538M
- Q3 201799 names · $194M in calls, not in the total$5.0B+$321M
- Q2 201795 names · $132M in calls, not in the total$4.4B+$208M
- Q1 201795 names · $93.9M in calls, not in the total$3.9B+$378M
- Q4 201695 names · $134M in calls, not in the total$3.5B−$9.5M
- Q3 201691 names · $234M in calls, not in the total$3.5B+$10.2M
- Q2 201689 names · $175M in calls, not in the total$3.2B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT37,189,230 shares · 46.0% of their software · price +$450M$8.3B+$1.4B
- AdobeADBE2,695,528 shares · 7.5% of their software · price +$26.1M$1.3B+$273M
- ShopifySHOP942,457 shares · 5.9% of their software · price +$103M$1.1B+$159M
- SalesforceCRM4,509,224 shares · 5.6% of their software · price −$130M$1.0B+$520M
- OpenTextOTEX9,659,470 shares · 2.4% of their software · price +$31.1M$439M+$42.2M
- ServiceNowNOW670,273 shares · 2.1% of their software · price +$43.9M$369M+$26.6M
- IntuitINTU869,916 shares · 1.8% of their software · price +$46.7M$330M+$46.7M
- WorkdayWDAY1,275,004 shares · 1.7% of their software · price +$31.2M$306M+$42.6M
- Roper Technologies, Inc.ROP681,540 shares · 1.6% of their software · price +$24.5M$294M+$34.8M
- OracleORCL4,442,216 shares · 1.6% of their software · price +$22.2M$287M+$104M
- Paychex, Inc.PAYX2,968,272 shares · 1.5% of their software · price +$39.8M$277M+$7.6M
- AutodeskADSK882,840 shares · 1.5% of their software · price +$65.6M$270M+$22.9M
- Block, Inc.XYZ1,126,579 shares · 1.4% of their software · price +$62.1M$245MFlat
- Palo Alto NetworksPANW652,898 shares · 1.3% of their software · price +$72.2M$232MFlat
- Uber Technologies, Inc.UBER4,410,605 shares · 1.3% of their software · price +$64.0M$225M−$18.8M
- Automatic Data Processing, Inc.ADP1,174,746 shares · 1.2% of their software · price +$43.1M$207M+$43.6M
- CadenceCDNS1,168,518 shares · 0.9% of their software · price +$34.8M$159M−$8.0M
- VeriSign, Inc.VRSN633,265 shares · 0.8% of their software · price +$7.3M$137M+$30.8M
- Fiserv, Inc.FISV1,186,136 shares · 0.8% of their software · price +$12.8M$135M+$69.7M
- SynopsysSNPS513,676 shares · 0.7% of their software · price +$23.2M$133M−$36.5M
- AkamaiAKAM1,243,166 shares · 0.7% of their software · price −$6.9M$131M+$81.4M
- VeriskVRSK521,641 shares · 0.6% of their software · price +$11.6M$108M+$11.9M
- SAPSAP725,438 shares · 0.5% of their software · price −$18.4M$94.6M−$38.2M
- DocuSignDOCU416,469 shares · 0.5% of their software · price +$2.9M$92.6M+$16.9M
- FortinetFTNT546,483 shares · 0.5% of their software · price +$16.8M$81.2M+$1.8M
- Lyft, Inc.LYFT1,604,321 shares · 0.4% of their software · price +$34.6M$78.8M−$12.1M
- CrowdStrikeCRWD336,753 shares · 0.4% of their software · price +$25.1M$71.3M−$7.2M
- ZoomZM204,079 shares · 0.4% of their software · price −$27.1M$68.8M+$10.3M
- NICENICE240,235 shares · 0.4% of their software · price +$13.6M$68.1M−$586K
- BroadridgeBR440,750 shares · 0.4% of their software · price +$9.3M$67.5M+$3.3M
- MongoDBMDB162,673 shares · 0.3% of their software · price +$20.7M$58.4M+$5.5M
- CloudflareNET756,253 shares · 0.3% of their software · price +$26.4M$57.5MFlat
- TwilioTWLO167,148 shares · 0.3% of their software · price +$15.3M$56.6M+$17.9M
- Tyler TechnologiesTYL123,592 shares · 0.3% of their software · price +$10.9M$54.0M−$6.6M
- VeevaVEEV183,316 shares · 0.3% of their software · price −$1.6M$49.9M+$8.9M
- RingCentralRNG130,857 shares · 0.3% of their software · price +$13.7M$49.6M+$27.8M
- The Trade DeskTTD61,820 shares · 0.3% of their software · price +$17.4M$49.5M−$8.3M
- SPS CommerceSPSC404,468 shares · 0.2% of their software · price +$12.4M$43.9M−$3.1M
- Check PointCHKP312,676 shares · 0.2% of their software · price +$3.9M$41.6M+$12.4M
- DescartesDSGX686,963 shares · 0.2% of their software · price +$1.0M$40.2MFlat
- PTCPTC335,287 shares · 0.2% of their software · price +$12.4M$40.1M+$3.3M
- Q2QTWO312,394 shares · 0.2% of their software · price +$11.0M$39.5M−$13.6M
- Rapid7RPD395,967 shares · 0.2% of their software · price +$11.5M$35.7M−$6.9M
- Gen DigitalGEN1,625,499 shares · 0.2% of their software$33.8M+$2.8M
- PegasystemsPEGA248,369 shares · 0.2% of their software · price +$3.0M$33.1M+$886K
- Manhattan AssociatesMANH310,109 shares · 0.2% of their software · price +$3.0M$32.6M−$2.9M
- ePlus inc.PLUS351,556 shares · 0.2% of their software · price +$5.2M$30.9MFlat
- FastlyFSLY319,429 shares · 0.2% of their software · price −$2.0M$27.9M+$5.7M
- PaycomPAYC60,086 shares · 0.2% of their software · price +$8.5M$27.2MFlat
- BlackLineBL190,050 shares · 0.1% of their software · price +$8.3M$25.3M+$1.5M
- WEX Inc.WEX124,527 shares · 0.1% of their software · price +$8.0M$25.3MFlat
- CommvaultCVLT423,829 shares · 0.1% of their software · price +$6.2M$23.5M+$2.7M
- LiveRamp Holdings, Inc.RAMP306,063 shares · 0.1% of their software · price +$6.6M$22.4M+$2.5M
- OktaOKTA87,631 shares · 0.1% of their software · price +$3.5M$22.3M+$4.1M
- GoDaddyGDDY259,196 shares · 0.1% of their software · price +$1.8M$21.5M−$15.8M
- FactSetFDS64,420 shares · 0.1% of their software$21.4M+$1.3M
- F5, Inc.FFIV119,052 shares · 0.1% of their software · price +$6.3M$20.9MFlat
- DynatraceDT477,850 shares · 0.1% of their software · price +$1.1M$20.7M+$5.7M
- PalantirPLTR738,566 shares · 0.1% of their software · price +$10.4M$17.4M+$5.4M
- NetApp, Inc.NTAP238,825 shares · 0.1% of their software · price +$5.3M$15.8MFlat
- CoStarCSGP16,659 shares · 0.1% of their software · price +$1.3M$15.4M+$1.4M
- SS&CSSNC194,573 shares · 0.1% of their software · price +$2.4M$14.2M−$899K
- Euronet Worldwide, Inc.EEFT95,866 shares · 0.1% of their software · price +$5.2M$13.9MFlat
- Mitek Systems, Inc.MITK757,852 shares · 0.1% of their software · price +$3.8M$13.5M−$1.8M
- Fair IsaacFICO25,600 shares · 0.1% of their software · price +$2.2M$13.1M+$4.3M
- i3 Verticals, Inc.IIIV373,999 shares · 0.1% of their software · price +$3.0M$12.4MFlat
- BlackBerry LimitedBB1,856,041 shares · 0.1% of their software · price +$3.8M$12.3MFlat
- Cerence Inc.CRNC120,670 shares · 0.1% of their software · price +$6.2M$12.1M−$708K
- Amdocs LimitedDOX168,031 shares · 0.1% of their software · price +$2.3M$11.9M+$2.8M
- SnowflakeSNOW39,663 shares · 0.1% of their software · price +$1.2M$11.2M+$6.2M
- Health CatalystHCAT246,666 shares · 0.1% of their software · price +$1.7M$10.7M−$1.6M
- Five9FIVN54,739 shares · 0.1% of their software · price +$2.4M$9.5MFlat
- GuidewireGWRE71,325 shares · 0.1% of their software · price +$1.7M$9.2M+$2.9M
- Bandwidth Inc.BAND58,022 shares · 0.0% of their software · price −$1.2M$8.9M+$8.7M
- PaylocityPCTY40,575 shares · 0.0% of their software · price +$1.8M$8.4M−$16.1M
- ZscalerZS41,100 shares · 0.0% of their software · price +$2.4M$8.2MFlat
- QualysQLYS58,172 shares · 0.0% of their software · price +$1.4M$7.1MFlat
- SchrödingerSDGR82,340 shares · 0.0% of their software · price +$2.6M$6.5M+$3.3M
- WixWIX25,507 shares · 0.0% of their software$6.4MFlat
- NutanixNTNX197,701 shares · 0.0% of their software · price +$1.9M$6.3MFlat
- HubSpotHUBS15,730 shares · 0.0% of their software · price +$1.6M$6.2MFlat
- InterDigital, Inc.IDCC102,354 shares · 0.0% of their software$6.2MFlat
- Commerce.com, Inc.CMRC95,136 shares · 0.0% of their software · price −$1.8M$6.1M+$7.1M
- ACI WorldwideACIW154,834 shares · 0.0% of their software · price +$1.9M$6.0MFlat
- DatadogDDOG60,348 shares · 0.0% of their software$5.9M+$1.7M
- DomoDOMO90,732 shares · 0.0% of their software$5.8M—
- StoneCo Ltd.STNE67,513 shares · 0.0% of their software · price +$2.1M$5.7M+$1.4M
- DropboxDBX230,405 shares · 0.0% of their software · price +$675K$5.1M−$3.4M
- TrimbleTRMB71,654 shares · 0.0% of their software · price +$1.3M$4.8M+$1.0M
- Alarm.com Holdings, Inc.ALRM43,034 shares · 0.0% of their software · price +$2.1M$4.5MFlat
- PagSeguro Digital Ltd.PAGS76,640 shares · 0.0% of their software · price +$1.5M$4.4M+$2.2M
- PubMaticPUBM139,520 shares · 0.0% of their software$3.9MNew · +$3.9M
- 8x8EGHT109,372 shares · 0.0% of their software$3.8MFlat
- MagniteMGNI118,003 shares · 0.0% of their software · price +$2.8M$3.6M+$740K
- VertexVERX99,223 shares · 0.0% of their software · price +$1.2M$3.5M+$2.2M
- AppianAPPN20,719 shares · 0.0% of their software · price +$2.0M$3.4M+$876K
- AsanaASAN105,745 shares · 0.0% of their software$3.1M+$2.8M
- ElasticESTC20,186 shares · 0.0% of their software · price +$772K$2.9M+$1.0M
- WorkivaWK31,456 shares · 0.0% of their software · price +$1.1M$2.9MFlat
- ProgressPRGS60,143 shares · 0.0% of their software · price +$512K$2.7M+$693K
- Digital TurbineAPPS46,266 shares · 0.0% of their software · price +$1.1M$2.6MFlat
- TenableTENB50,034 shares · 0.0% of their software · price +$726K$2.6M+$1.9M
- Sabre CorporationSABR213,673 shares · 0.0% of their software · price +$1.2M$2.6M+$1.0M
- UnityU16,008 shares · 0.0% of their software · price +$1.1M$2.5M+$1.0M
- VaronisVRNS14,534 shares · 0.0% of their software · price +$700K$2.4M+$758K
- Shift4 Payments, Inc.FOUR30,703 shares · 0.0% of their software · price +$830K$2.3M+$952K
- PagerDutyPD54,055 shares · 0.0% of their software · price +$789K$2.3MFlat
- Strategy IncMSTR5,460 shares · 0.0% of their software · price +$1.3M$2.1MFlat
- Rackspace Technology, Inc.RXT106,994 shares · 0.0% of their software$2.0MFlat
- ZoomInfoZI40,445 shares · 0.0% of their software$2.0M—
- Upbound Group, Inc.UPBD49,811 shares · 0.0% of their software$1.9MFlat
- MorningstarMORN5,590 shares · 0.0% of their software$1.3MFlat
- DoceboDCBO18,042 shares · 0.0% of their software$1.2MNew · +$1.2M
- C3.aiAI8,021 shares · 0.0% of their software$1.1MNew · +$1.1M
- Simulations PlusSLP15,310 shares · 0.0% of their software$1.1M+$624K
- Repay Holdings CorporationRPAY38,178 shares · 0.0% of their software$1.0M+$844K
- TeradataTDC40,444 shares · 0.0% of their software$908KFlat
- EVERTEC, Inc.EVTC22,749 shares · 0.0% of their software$895KFlat
- YextYEXT54,513 shares · 0.0% of their software$857KFlat
- NetScout Systems, Inc.NTCT28,837 shares · 0.0% of their software$790KFlat
- PhreesiaPHR12,920 shares · 0.0% of their software$702KSplit
- BoxBOX37,039 shares · 0.0% of their software$669KFlat
- Tucows Inc.TCX7,960 shares · 0.0% of their software$588KFlat
- Kingsoft Cloud Holdings LimitedKC12,092 shares · 0.0% of their software$527KFlat
- Endava plcDAVA6,170 shares · 0.0% of their software$473KFlat
- BlackbaudBLKB7,627 shares · 0.0% of their software$440KFlat
- Donnelley Financial Solutions, Inc.DFIN23,672 shares · 0.0% of their software$402KFlat
- Bentley SystemsBSY7,896 shares · 0.0% of their software$320KFlat
- Agilysys, Inc.AGYS7,633 shares · 0.0% of their software$293KFlat
- OneSpan Inc.OSPN14,132 shares · 0.0% of their software$293KFlat
- JFrogFROG4,478 shares · 0.0% of their software$282KFlat
- Sprout SocialSPT5,636 shares · 0.0% of their software$257KFlat
- PDF Solutions, Inc.PDFS11,134 shares · 0.0% of their software$240KFlat
- Agora, Inc.API5,686 shares · 0.0% of their software$225KFlat
- Daily Journal CorporationDJCO480 shares · 0.0% of their software$194KFlat
- Veritone, Inc.VERI6,091 shares · 0.0% of their software$173KFlat
- PAR Technology CorporationPAR2,605 shares · 0.0% of their software$165KFlat
- PowerFleet, Inc.AIOT19,851 shares · 0.0% of their software$148KFlat
- SoundThinking, Inc.SSTI3,909 shares · 0.0% of their software$147KFlat
- Radware Ltd.RDWR4,936 shares · 0.0% of their software$137KFlat
- DHI Group, Inc.DHX47,997 shares · 0.0% of their software$107KFlat
- Intellicheck, Inc.IDN8,816 shares · 0.0% of their software$101KFlat
- Ooma, Inc.OOMA6,759 shares · 0.0% of their software$97KFlat
- Allot Ltd.ALLT6,900 shares · 0.0% of their software$73KFlat
- CertaraCERT2,000 shares · 0.0% of their software$67KNew · Flat
- Telos CorporationTLS2,000 shares · 0.0% of their software$66KNew · Flat
- AppFolioAPPF321 shares · 0.0% of their software$58KFlat
- Materialise NVMTLS900 shares · 0.0% of their software$49KFlat
- Paysign, Inc.PAYS8,966 shares · 0.0% of their software$41KFlat
- Asure Software, Inc.ASUR4,982 shares · 0.0% of their software$35KFlat
- A10 Networks, Inc.ATEN2,475 shares · 0.0% of their software$24KFlat
- BILLBILL177 shares · 0.0% of their software$24KFlat
- Immersion CorporationIMMR1,984 shares · 0.0% of their software$23KFlat
- eGain CorporationEGAN1,159 shares · 0.0% of their software$13KNew · Flat
- Rimini Street, Inc.RMNI1,723 shares · 0.0% of their software$8KNew · Flat
- International Money Express, Inc.IMXI420 shares · 0.0% of their software$7KNew · Flat
- Lesaka Technologies, Inc.LSAK1,507 shares · 0.0% of their software$7KNew · Flat
- Priority Technology Holdings, Inc.PRTH676 shares · 0.0% of their software$5KFlat
- Red Violet, Inc.RDVT202 shares · 0.0% of their software$5KNew · Flat
- ReposiTrak, Inc.TRAK844 shares · 0.0% of their software$4KNew · Flat
- Yalla Group LimitedYALA175 shares · 0.0% of their software$3KNew · Flat