Generalist · Minneapolis, MN
Disciplined Growth Investors INC /MN
Q2 2016 · first quarter on file
- Software
- $714M
- Weight of 13F
- 17.9%
- Names
- 10
- Net bought
- —
Filed 12 August 2016 · SEC filing.
88 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 202616 names$1.3B+$275M
- Q1 202616 names$912M+$76.5M
- Q4 202515 names$996M−$36.8M
- Q3 202514 names$1.1B+$75.7M
- Q2 202513 names$917M−$31.2M
- Q1 202513 names$900M+$45.6M
- Q4 202413 names$930M+$5.5M
- Q3 202413 names$828M+$58.8M
- Q2 202411 names$744M+$44.7M
- Q1 202411 names$749M+$92.1M
- Q4 202310 names$644M−$39.8M
- Q3 202310 names$595M−$9.9M
- Q2 202310 names$570M−$14.3M
- Q1 202310 names$538M−$95.6M
- Q4 202210 names$592M−$16.0M
- Q3 202210 names$614M−$12.0M
- Q2 202210 names$674M+$8.6M
- Q1 202212 names$795M+$10.6M
- Q4 202112 names$908M−$14.2M
- Q3 202110 names$849M−$71.4M
- Q2 202112 names$927M−$28.6M
- Q1 202111 names$861M−$23.8M
- Q4 202010 names$913M−$55.8M
- Q3 202011 names$819M−$32.5M
- Q2 202012 names$833M−$251M
- Q1 202012 names$867M−$39.8M
- Q4 201911 names$1.0B+$15.9M
- Q3 201911 names$977M−$22.2M
- Q2 201911 names$1.0B−$75.1M
- Q1 201911 names$1.0B−$58.5M
- Q4 201811 names$883M−$50.6M
- Q3 201811 names$1.1B+$14.7M
- Q2 201811 names$960M−$18.0M
- Q1 201810 names$916M−$34.3M
- Q4 201710 names$901M−$2.1M
- Q3 201710 names$830M+$14.3M
- Q2 20179 names$778M−$19.8M
- Q1 201710 names$778M+$148M
- Q4 201610 names$781M+$6.9M
- Q3 201610 names$750M−$9.8M
- Q2 201610 names$714M—
Software held
- OpenTextOTEX3,032,519 shares · 25.1% of their software$179M—
- IntuitINTU1,544,529 shares · 24.1% of their software$172M—
- FactSetFDS638,043 shares · 14.4% of their software$103M—
- AutodeskADSK1,889,060 shares · 14.3% of their software$102M—
- AkamaiAKAM1,664,558 shares · 13.0% of their software$93.1M—
- Paychex, Inc.PAYX643,345 shares · 5.4% of their software$38.3M—
- CoStarCSGP39,969 shares · 1.2% of their software$8.7M—
- SPS CommerceSPSC140,300 shares · 1.2% of their software$8.5M—
- Materialise NVMTLS709,565 shares · 0.7% of their software$5.1M—
- TrimbleTRMB126,785 shares · 0.4% of their software$3.1M—