Generalist · Toronto, Canada
Royal Bank of Canada
Q4 2022 · compared with Q3 2022
Filed as Royal Bank Of Canada
- Software
- $16.6B
- Weight of 13F
- 5.1%
- Names
- 220
- Net bought
- +$938M
Filed 14 February 2023 · SEC filing.
Call exposure on these names is $170M across 19 lines. Calls are not in the stock total.
6,447 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
- MicrosoftMSFT37,746,033 shares · 54.6% of their software · price +$261M$9.1B+$410M
- AdobeADBE2,670,553 shares · 5.4% of their software · price +$164M$899MFlat
- ShopifySHOP20,426,509 shares · 4.3% of their software · price +$159M$709M+$112M
- SalesforceCRM3,073,270 shares · 2.5% of their software · price −$34.6M$407M+$18.3M
- Palo Alto NetworksPANW2,865,393 shares · 2.4% of their software · price −$69.5M$400M+$144M
- OpenTextOTEX11,936,593 shares · 2.1% of their software · price +$38.2M$354M−$3.3M
- ServiceNowNOW910,122 shares · 2.1% of their software · price +$9.7M$353M+$26.8M
- Automatic Data Processing, Inc.ADP1,419,098 shares · 2.0% of their software · price +$18.0M$339M+$52.8M
- Roper Technologies, Inc.ROP727,008 shares · 1.9% of their software · price +$52.7M$314M+$5.3M
- OracleORCL3,670,055 shares · 1.8% of their software · price +$75.9M$300M+$33.4M
- AutodeskADSK1,212,288 shares · 1.4% of their software$227M+$6.8M
- Uber Technologies, Inc.UBER9,037,231 shares · 1.3% of their software · price −$16.0M$223M+$34.9M
- Paychex, Inc.PAYX1,854,053 shares · 1.3% of their software · price +$6.2M$214M+$28.7M
- IntuitINTU546,874 shares · 1.3% of their software · price +$1.0M$213M−$29.1M
- Fiserv, Inc.FISV1,950,890 shares · 1.2% of their software · price +$14.6M$197M+$11.5M
- SynopsysSNPS608,211 shares · 1.2% of their software · price +$8.4M$194M+$11.2M
- CadenceCDNS1,070,389 shares · 1.0% of their software · price −$3.0M$172M−$26.2M
- FortinetFTNT2,892,062 shares · 0.9% of their software · price −$694K$141M+$10.6M
- VeriskVRSK536,855 shares · 0.6% of their software · price +$3.2M$94.7M+$2.3M
- SAPSAP737,217 shares · 0.5% of their software · price +$16.2M$76.1M+$1.4M
- CloudflareNET1,507,334 shares · 0.4% of their software · price −$15.2M$68.1M+$6.4M
- CrowdStrikeCRWD644,914 shares · 0.4% of their software · price −$38.4M$67.9M+$2.4M
- VeriSign, Inc.VRSN329,761 shares · 0.4% of their software · price +$10.5M$67.7M−$19.1M
- Block, Inc.XYZ1,042,269 shares · 0.4% of their software · price +$8.2M$65.5M+$688K
- DescartesDSGX883,985 shares · 0.4% of their software · price +$5.4M$61.6M−$4.9M
- VeevaVEEV344,259 shares · 0.3% of their software · price −$1.2M$55.6M−$8.9M
- MongoDBMDB240,296 shares · 0.3% of their software$47.3M+$9.0M
- DocuSignDOCU779,641 shares · 0.3% of their software · price +$1.5M$43.2M+$8.8M
- FactSetFDS104,331 shares · 0.3% of their software$41.9M+$4.8M
- LightspeedLSPD2,813,588 shares · 0.2% of their software · price −$9.2M$40.2M−$23.5M
- SPS CommerceSPSC311,863 shares · 0.2% of their software · price +$1.3M$40.1MFlat
- Lyft, Inc.LYFT3,453,394 shares · 0.2% of their software · price −$7.4M$38.1M+$22.2M
- DropboxDBX1,640,519 shares · 0.2% of their software · price +$2.7M$36.7M+$9.4M
- NICENICE189,486 shares · 0.2% of their software · price +$769K$36.4M−$1.4M
- Manhattan AssociatesMANH278,719 shares · 0.2% of their software · price −$3.2M$33.8M+$6.5M
- DynatraceDT864,244 shares · 0.2% of their software · price +$3.0M$33.1M+$4.3M
- AtlassianTEAM253,752 shares · 0.2% of their software · price −$20.8M$32.7MNew · +$53.4M
- BroadridgeBR240,183 shares · 0.2% of their software · price −$2.4M$32.2M+$1.9M
- PaycomPAYC99,653 shares · 0.2% of their software · price −$2.0M$30.9M+$10.7M
- NetApp, Inc.NTAP509,160 shares · 0.2% of their software · price −$911K$30.6M−$8.3M
- Bentley SystemsBSY798,002 shares · 0.2% of their software · price +$5.1M$29.5M+$651K
- GoDaddyGDDY386,163 shares · 0.2% of their software · price +$1.5M$28.9M−$5.6M
- SnowflakeSNOW200,063 shares · 0.2% of their software · price −$5.3M$28.7M+$12.4M
- Amdocs LimitedDOX297,426 shares · 0.2% of their software · price +$3.4M$27.0M+$2.1M
- CommvaultCVLT427,825 shares · 0.2% of their software · price +$4.2M$26.9M+$743K
- The Trade DeskTTD596,738 shares · 0.2% of their software · price −$8.9M$26.8M−$14.1M
- ePlus inc.PLUS581,432 shares · 0.2% of their software · price +$1.6M$25.7MFlat
- CoStarCSGP318,038 shares · 0.1% of their software · price +$2.4M$24.6M+$2.3M
- WorkdayWDAY139,990 shares · 0.1% of their software · price +$2.1M$23.4M+$3.5M
- Fair IsaacFICO36,896 shares · 0.1% of their software · price +$6.9M$22.1M+$6.7M
- ZscalerZS191,684 shares · 0.1% of their software · price −$10.1M$21.5M+$4.3M
- Tyler TechnologiesTYL65,345 shares · 0.1% of their software · price −$1.6M$21.1M−$6.0M
- HubSpotHUBS72,059 shares · 0.1% of their software · price +$1.4M$20.8M+$5.4M
- Check PointCHKP163,811 shares · 0.1% of their software · price +$2.3M$20.7M−$604K
- CertaraCERT1,179,602 shares · 0.1% of their software · price +$3.3M$19.0M+$14.1M
- DatadogDDOG257,536 shares · 0.1% of their software · price −$3.9M$18.9M−$1.8M
- Gen DigitalGEN815,023 shares · 0.1% of their software · price +$1.1M$17.5M−$9.2M
- Rapid7RPD502,975 shares · 0.1% of their software · price −$4.5M$17.1M−$2.9M
- PubMaticPUBM1,190,468 shares · 0.1% of their software · price −$4.5M$15.2MFlat
- BlackLineBL216,820 shares · 0.1% of their software · price +$1.6M$14.6M−$724K
- OktaOKTA203,448 shares · 0.1% of their software · price +$2.3M$13.9M+$1.1M
- PTCPTC113,381 shares · 0.1% of their software · price +$1.8M$13.6M−$2.5M
- i3 Verticals, Inc.IIIV556,799 shares · 0.1% of their software · price +$2.4M$13.6M+$2.0M
- F5, Inc.FFIV85,296 shares · 0.1% of their software$12.2M+$3.5M
- PaylocityPCTY62,663 shares · 0.1% of their software · price −$3.0M$12.2M+$8.3M
- TwilioTWLO226,519 shares · 0.1% of their software · price −$4.6M$11.1M−$7.3M
- AkamaiAKAM131,319 shares · 0.1% of their software · price +$523K$11.1M+$1.0M
- SS&CSSNC210,263 shares · 0.1% of their software · price +$906K$10.9M−$2.6M
- WEX Inc.WEX61,226 shares · 0.1% of their software · price +$2.2M$10.0M−$1.7M
- WorkivaWK118,845 shares · 0.1% of their software · price +$733K$10.0MFlat
- Q2QTWO369,758 shares · 0.1% of their software · price −$2.0M$9.9M−$1.9M
- ZoomZM146,474 shares · 0.1% of their software · price −$857K$9.9M−$679K
- WixWIX129,120 shares · 0.1% of their software$9.9M−$1.0M
- InterDigital, Inc.IDCC192,042 shares · 0.1% of their software · price +$1.7M$9.5MFlat
- GuidewireGWRE151,798 shares · 0.1% of their software$9.5M+$1.2M
- EVERTEC, Inc.EVTC284,659 shares · 0.1% of their software$9.2MFlat
- BlackBerry LimitedBB2,543,053 shares · 0.1% of their software · price −$3.7M$8.3M+$3.7M
- PalantirPLTR1,246,591 shares · 0.0% of their software · price −$2.1M$8.0M−$5.6M
- Shift4 Payments, Inc.FOUR143,039 shares · 0.0% of their software · price +$1.6M$8.0MFlat
- Grab Holdings LimitedGRAB1,984,692 shares · 0.0% of their software · price +$1.2M$6.4MFlat
- NutanixNTNX240,887 shares · 0.0% of their software · price +$1.3M$6.3M+$2.7M
- TenableTENB127,121 shares · 0.0% of their software$4.8M+$597K
- Clearwater AnalyticsCWAN257,060 shares · 0.0% of their software$4.8M—
- TrimbleTRMB91,020 shares · 0.0% of their software$4.6MFlat
- BILLBILL40,790 shares · 0.0% of their software · price −$955K$4.4MFlat
- Sprout SocialSPT70,599 shares · 0.0% of their software$4.0MFlat
- Euronet Worldwide, Inc.EEFT41,726 shares · 0.0% of their software · price +$777K$3.9MFlat
- Endava plcDAVA50,082 shares · 0.0% of their software$3.8M+$3.4M
- PegasystemsPEGA104,029 shares · 0.0% of their software$3.6MFlat
- ZoomInfoZI118,035 shares · 0.0% of their software$3.6M—
- UnityU116,214 shares · 0.0% of their software$3.3MFlat
- Simulations PlusSLP89,491 shares · 0.0% of their software · price −$1.1M$3.3MFlat
- ProgressPRGS63,439 shares · 0.0% of their software · price +$501K$3.2MFlat
- DoubleVerifyDV139,918 shares · 0.0% of their software · price −$754K$3.1M+$3.8M
- Health CatalystHCAT287,583 shares · 0.0% of their software$3.1MFlat
- ElasticESTC55,613 shares · 0.0% of their software · price −$1.1M$2.9M−$6.4M
- Alarm.com Holdings, Inc.ALRM56,163 shares · 0.0% of their software · price −$864K$2.8M+$1.8M
- TeradataTDC67,267 shares · 0.0% of their software$2.3MFlat
- PagerDutyPD84,402 shares · 0.0% of their software$2.2MFlat
- AppFolioAPPF20,897 shares · 0.0% of their software$2.2M+$2.0M
- VertexVERX133,907 shares · 0.0% of their software$1.9MFlat
- BoxBOX57,700 shares · 0.0% of their software$1.8M+$712K
- Calix, Inc.CALX25,563 shares · 0.0% of their software$1.7MFlat
- DoximityDOCS50,653 shares · 0.0% of their software$1.7MFlat
- VaronisVRNS68,906 shares · 0.0% of their software$1.6M+$605K
- Five9FIVN24,077 shares · 0.0% of their software$1.6MFlat
- QualysQLYS14,561 shares · 0.0% of their software$1.6M+$736K
- Sabre CorporationSABR257,681 shares · 0.0% of their software$1.6MFlat
- ToastTOST88,292 shares · 0.0% of their software$1.6M−$4.7M
- Definitive HealthcareDH143,955 shares · 0.0% of their software · price −$655K$1.6MFlat
- ACI WorldwideACIW67,534 shares · 0.0% of their software$1.6MFlat
- GitLabGTLB32,146 shares · 0.0% of their software$1.5M−$964K
- Commerce.com, Inc.CMRC151,413 shares · 0.0% of their software · price −$918K$1.3MFlat
- FastlyFSLY150,222 shares · 0.0% of their software$1.2MFlat
- Digital TurbineAPPS77,721 shares · 0.0% of their software$1.2MFlat
- Agilysys, Inc.AGYS14,882 shares · 0.0% of their software$1.2M+$808K
- FlywireFLYW47,423 shares · 0.0% of their software$1.2MFlat
- MagniteMGNI106,201 shares · 0.0% of their software$1.1MFlat
- StoneCo Ltd.STNE117,958 shares · 0.0% of their software$1.1MFlat
- CourseraCOUR84,083 shares · 0.0% of their software$996KFlat
- JFrogFROG46,142 shares · 0.0% of their software$985KFlat
- NetScout Systems, Inc.NTCT27,622 shares · 0.0% of their software$898KFlat
- DigitalOceanDOCN33,841 shares · 0.0% of their software$862KFlat
- BlackbaudBLKB13,763 shares · 0.0% of their software$810KFlat
- UiPathPATH62,724 shares · 0.0% of their software$797KFlat
- SchrödingerSDGR42,435 shares · 0.0% of their software$794KFlat
- N-ableNABL76,845 shares · 0.0% of their software$790KFlat
- AsanaASAN53,784 shares · 0.0% of their software$741K−$1.4M
- Sangoma Technologies CorporationSANG148,428 shares · 0.0% of their software$720KFlat
- MorningstarMORN3,194 shares · 0.0% of their software$692KFlat
- LiveRamp Holdings, Inc.RAMP28,835 shares · 0.0% of their software$677KFlat
- PhreesiaPHR20,296 shares · 0.0% of their software$657KFlat
- RingCentralRNG17,520 shares · 0.0% of their software$620K−$636K
- C3.aiAI53,916 shares · 0.0% of their software$603KFlat
- YextYEXT86,870 shares · 0.0% of their software$568KFlat
- Rackspace Technology, Inc.RXT183,081 shares · 0.0% of their software$540KFlat
- nCinoNCNO19,737 shares · 0.0% of their software$522KFlat
- Strategy IncMSTR3,628 shares · 0.0% of their software$514KFlat
- Research Solutions, Inc.RSSS239,846 shares · 0.0% of their software$461KFlat
- Alight, Inc.ALIT49,392 shares · 0.0% of their software$413KFlat
- Global-EGLBE19,047 shares · 0.0% of their software$393KFlat
- International Money Express, Inc.IMXI14,487 shares · 0.0% of their software$352KFlat
- SentinelOneS23,682 shares · 0.0% of their software$346K−$5.7M
- CCC Intelligent Solutions Holdings Inc.CCC38,515 shares · 0.0% of their software$335KFlat
- Consensus Cloud Solutions, Inc.CCSI6,184 shares · 0.0% of their software$332KFlat
- Clear Secure, Inc.YOU11,748 shares · 0.0% of their software$321KFlat
- PagSeguro Digital Ltd.PAGS34,736 shares · 0.0% of their software$304KFlat
- Payoneer Global Inc.PAYO53,214 shares · 0.0% of their software$292KFlat
- DuolingoDUOL4,086 shares · 0.0% of their software$291KFlat
- Riskified Ltd.RSKD62,909 shares · 0.0% of their software$291KFlat
- DHI Group, Inc.DHX53,200 shares · 0.0% of their software$281KFlat
- Donnelley Financial Solutions, Inc.DFIN7,133 shares · 0.0% of their software$276KFlat
- SprinklrCXM32,185 shares · 0.0% of their software$262KFlat
- Upbound Group, Inc.UPBD11,589 shares · 0.0% of their software$261KFlat
- DoceboDCBO7,783 shares · 0.0% of their software$257KFlat
- Immersion CorporationIMMR35,709 shares · 0.0% of their software$251KFlat
- Daily Journal CorporationDJCO982 shares · 0.0% of their software$247KFlat
- Remitly Global, Inc.RELY20,313 shares · 0.0% of their software$233KFlat
- 8x8EGHT53,044 shares · 0.0% of their software$229K—
- AppianAPPN6,810 shares · 0.0% of their software$222KFlat
- Repay Holdings CorporationRPAY27,074 shares · 0.0% of their software$219KFlat
- Adeia Inc.ADEA22,807 shares · 0.0% of their software$217K—
- ProcorePCOR4,510 shares · 0.0% of their software$213KFlat
- A10 Networks, Inc.ATEN11,222 shares · 0.0% of their software$188KFlat
- Cerence Inc.CRNC10,005 shares · 0.0% of their software$186KFlat
- Tucows Inc.TCX5,138 shares · 0.0% of their software$175KFlat
- DLocal LimitedDLO10,002 shares · 0.0% of their software$156KFlat
- ReposiTrak, Inc.TRAK31,000 shares · 0.0% of their software$153KFlat
- Zeta GlobalZETA18,669 shares · 0.0% of their software$153KFlat
- Ooma, Inc.OOMA11,182 shares · 0.0% of their software$151KFlat
- PAR Technology CorporationPAR5,747 shares · 0.0% of their software$149KFlat
- PDF Solutions, Inc.PDFS5,011 shares · 0.0% of their software$143KFlat
- SoundThinking, Inc.SSTI4,186 shares · 0.0% of their software$142KFlat
- AppLovinAPP13,009 shares · 0.0% of their software$137KFlat
- Materialise NVMTLS15,170 shares · 0.0% of their software$133KFlat
- Priority Technology Holdings, Inc.PRTH25,408 shares · 0.0% of their software$133KFlat
- Paysafe LimitedPSFE9,029 shares · 0.0% of their software$126KNew · Flat
- AmplitudeAMPL10,296 shares · 0.0% of their software$124KFlat
- SmartRent, Inc.SMRT42,452 shares · 0.0% of their software$103KFlat
- Bandwidth Inc.BAND4,105 shares · 0.0% of their software$94KFlat
- AlkamiALKT6,253 shares · 0.0% of their software$91KFlat
- Xperi Inc.XPER10,209 shares · 0.0% of their software$88KNew · Flat
- Telos CorporationTLS17,080 shares · 0.0% of their software$87KFlat
- AvePointAVPT20,309 shares · 0.0% of their software$83KFlat
- Mitek Systems, Inc.MITK8,362 shares · 0.0% of their software$81KFlat
- Thryv Holdings, Inc.THRY4,104 shares · 0.0% of their software$78KFlat
- DomoDOMO5,050 shares · 0.0% of their software$73K—
- OneSpan Inc.OSPN6,533 shares · 0.0% of their software$73KFlat
- Veritone, Inc.VERI13,849 shares · 0.0% of their software$73KFlat
- Radware Ltd.RDWR3,375 shares · 0.0% of their software$67KFlat
- SamsaraIOT5,196 shares · 0.0% of their software$65KFlat
- monday.comMNDY418 shares · 0.0% of their software$51KFlat
- Blend Labs, Inc.BLND33,604 shares · 0.0% of their software$49KFlat
- BrazeBRZE1,721 shares · 0.0% of their software$47KFlat
- Intapp, Inc.INTA1,724 shares · 0.0% of their software$43KFlat
- Red Violet, Inc.RDVT1,782 shares · 0.0% of their software$41KFlat
- FreshworksFRSH2,748 shares · 0.0% of their software$40KFlat
- Nerdy Inc.NRDY15,984 shares · 0.0% of their software$36KFlat
- Rimini Street, Inc.RMNI9,266 shares · 0.0% of their software$35KFlat
- EverCommerceEVCM4,561 shares · 0.0% of their software$34KFlat
- NextNav Inc.NN11,628 shares · 0.0% of their software$34KFlat
- CS Disco, Inc.LAW5,133 shares · 0.0% of their software$32KFlat
- eGain CorporationEGAN3,301 shares · 0.0% of their software$30KFlat
- Ribbon Communications Inc.RBBN8,187 shares · 0.0% of their software$23KFlat
- Expensify, Inc.EXFY2,148 shares · 0.0% of their software$19KFlat
- Asure Software, Inc.ASUR1,500 shares · 0.0% of their software$14KFlat
- Viant Technology Inc.DSP2,873 shares · 0.0% of their software$12KFlat
- Intellicheck, Inc.IDN5,867 shares · 0.0% of their software$12KFlat
- BackblazeBLZE1,635 shares · 0.0% of their software$10KFlat
- SoundHound AI, Inc.SOUN4,692 shares · 0.0% of their software$8KFlat
- Paysign, Inc.PAYS2,580 shares · 0.0% of their software$7KFlat
- Cognyte Software Ltd.CGNT1,694 shares · 0.0% of their software$6K−$4.2M
- Agora, Inc.API843 shares · 0.0% of their software$3KFlat
- Kingsoft Cloud Holdings LimitedKC738 shares · 0.0% of their software$3KFlat
- Allot Ltd.ALLT447 shares · 0.0% of their software$2KFlat
- Cellebrite DI Ltd.CLBT350 shares · 0.0% of their software$2KFlat
- Duos Technologies Group, Inc.DUOT1,000 shares · 0.0% of their software$2KNew · Flat
- Rocket One Inc.RKTO240 shares · 0.0% of their software$2KNew · Flat
- SemrushSEMR165 shares · 0.0% of their software$2K—
- Yalla Group LimitedYALA314 shares · 0.0% of their software$1KFlat