Principal Financial Group

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 2026154 names$14.9B−$1.0B
• Q1 2026163 names$15.4B+$547M
• Q4 2025170 names$19.6B+$1.0B
• Q3 2025175 names$21.9B+$719M
• Q2 2025176 names$20.9B+$27.9M
• Q1 2025167 names$17.8B−$545M
• Q4 2024168 names$19.5B+$83.4M
• Q3 2024160 names$19.2B+$312M
• Q2 2024162 names$18.7B+$517M
• Q1 2024162 names$18.1B+$357M
• Q4 2023162 names$16.6B+$62.9M
• Q3 2023160 names$14.2B+$90.1M
• Q2 2023159 names$14.9B−$686M
• Q1 2023151 names$13.5B−$179M
• Q4 2022144 names$12.3B−$406M
• Q3 2022148 names$11.9B−$202M
• Q2 2022145 names$12.7B+$499M
• Q1 2022142 names$15.4B−$54.3M
• Q4 2021140 names$17.8B−$209M
• Q3 2021136 names$17.1B+$412M
• Q2 2021132 names$16.5B+$12.4B
• Q1 2021119 names$13.6B−$17.2M
• Q4 2020120 names$13.9B+$517M
• Q3 2020113 names$12.1B+$98.0M
• Q2 2020106 names$11.3B+$848M
• Q1 202091 names$7.5B+$305M
• Q4 201992 names$7.9B+$247M
• Q3 201991 names$7.0B+$52.7M
• Q2 201987 names$7.1B+$101M
• Q1 201982 names$6.4B−$2.9M
• Q4 201877 names$5.3B−$149M
• Q3 201883 names$6.3B+$79.6M
• Q2 201879 names$5.4B−$346M
• Q1 201872 names$5.4B+$15.1M
• Q4 201772 names$5.0B−$86.5M
• Q3 201765 names$4.7B+$7.6M
• Q2 201765 names$4.4B+$305M
• Q1 201764 names$3.8B+$2.0M
• Q4 201662 names$3.5B−$64.6M
• Q3 201657 names$3.4B−$22.5M
• Q2 201656 names$3.3B—

What moved the book

The five software lines with the largest share change this quarter.

• MicrosoftMSFT−$44.2M$822M
• Sabre CorporationSABR−$23.5M$4.0M
• FactSetFDS−$14.8M$89.0M
• VeriskVRSK+$9.9M$295M
• Roper Technologies, Inc.ROP+$8.2M$347M

Software held

• MicrosoftMSFT14,263,782 shares · 23.8% of their software · price +$91.7M$822M−$44.2M
• Roper Technologies, Inc.ROP1,901,726 shares · 10.1% of their software · price +$22.6M$347M+$8.2M
• AutodeskADSK4,516,179 shares · 9.5% of their software · price +$82.1M$327M+$5.1M
• VeriskVRSK3,632,744 shares · 8.6% of their software · price +$727K$295M+$9.9M
• VeriSign, Inc.VRSN3,291,655 shares · 7.5% of their software · price −$27.1M$258M+$6.6M
• IntuitINTU2,088,611 shares · 6.7% of their software · price −$3.3M$230M+$3.5M
• OracleORCL4,499,660 shares · 5.1% of their software · price −$7.4M$177MFlat
• SynopsysSNPS1,668,268 shares · 2.9% of their software · price +$8.8M$99.0M−$4.6M
• FactSetFDS549,081 shares · 2.6% of their software$89.0M−$14.8M
• AdobeADBE744,246 shares · 2.3% of their software · price +$9.5M$80.8M+$3.9M
• SalesforceCRM926,739 shares · 1.9% of their software · price −$7.5M$66.1M+$1.5M
• Amdocs LimitedDOX1,052,596 shares · 1.8% of their software$60.9MFlat
• Automatic Data Processing, Inc.ADP656,613 shares · 1.7% of their software · price −$2.4M$57.9M+$1.3M
• BroadridgeBR724,087 shares · 1.4% of their software · price +$1.9M$49.1M+$3.1M
• BlackbaudBLKB677,371 shares · 1.3% of their software · price −$1.1M$44.9M+$669K
• Fiserv, Inc.FISV381,298 shares · 1.1% of their software · price −$3.5M$37.9M−$2.6M
• Manhattan AssociatesMANH556,740 shares · 0.9% of their software · price −$3.6M$32.1M−$2.4M
• Paychex, Inc.PAYX544,969 shares · 0.9% of their software · price −$888K$31.5M+$3.0M
• CadenceCDNS1,160,360 shares · 0.9% of their software · price +$1.4M$29.6MFlat
• TrimbleTRMB1,000,225 shares · 0.8% of their software · price +$4.2M$28.6M+$949K
• Tyler TechnologiesTYL130,511 shares · 0.6% of their software · price +$590K$22.3M+$947K
• FortinetFTNT583,967 shares · 0.6% of their software · price +$3.1M$21.6M+$819K
• PTCPTC451,680 shares · 0.6% of their software · price +$3.0M$20.0M+$1.2M
• WEX Inc.WEX153,640 shares · 0.5% of their software · price +$3.0M$16.6MFlat
• GoDaddyGDDY479,705 shares · 0.5% of their software · price +$1.6M$16.6M+$2.4M
• F5, Inc.FFIV130,520 shares · 0.5% of their software · price +$1.4M$16.3M+$2.4M
• NetApp, Inc.NTAP432,478 shares · 0.4% of their software · price +$4.9M$15.5MFlat
• Fair IsaacFICO122,506 shares · 0.4% of their software · price +$1.4M$15.3MFlat
• AkamaiAKAM274,239 shares · 0.4% of their software · price −$806K$14.5MFlat
• Strategy IncMSTR70,910 shares · 0.3% of their software · price −$537K$11.9MFlat
• InterDigital, Inc.IDCC139,062 shares · 0.3% of their software · price +$3.3M$11.0MFlat
• NetScout Systems, Inc.NTCT357,433 shares · 0.3% of their software · price +$2.5M$10.5MFlat
• 8x8EGHT660,774 shares · 0.3% of their software$10.2M—
• ProgressPRGS364,503 shares · 0.3% of their software$9.9MFlat
• SPS CommerceSPSC122,831 shares · 0.3% of their software · price +$1.6M$9.0MNew · +$7.4M
• ACI WorldwideACIW464,132 shares · 0.3% of their software$9.0MFlat
• CommvaultCVLT168,754 shares · 0.3% of their software · price +$1.7M$9.0M+$533K
• QualysQLYS207,294 shares · 0.2% of their software · price +$1.7M$7.9M+$1.1M
• TeradataTDC211,087 shares · 0.2% of their software · price +$1.3M$6.5MFlat
• Upbound Group, Inc.UPBD384,277 shares · 0.1% of their software$4.9MFlat
• ePlus inc.PLUS47,729 shares · 0.1% of their software · price +$602K$4.5M+$682K
• Sabre CorporationSABR142,408 shares · 0.1% of their software$4.0M−$23.5M
• DHI Group, Inc.DHX362,372 shares · 0.1% of their software · price +$602K$2.9MFlat
• WorkdayWDAY21,821 shares · 0.1% of their software$2.0MFlat
• ServiceNowNOW22,399 shares · 0.1% of their software$1.8MFlat
• CoStarCSGP6,128 shares · 0.0% of their software$1.3MFlat
• VeevaVEEV31,712 shares · 0.0% of their software$1.3MFlat
• Palo Alto NetworksPANW7,794 shares · 0.0% of their software$1.2MFlat
• Agilysys, Inc.AGYS107,871 shares · 0.0% of their software$1.2MFlat
• SS&CSSNC36,596 shares · 0.0% of their software$1.2MFlat
• Euronet Worldwide, Inc.EEFT12,123 shares · 0.0% of their software$992KFlat
• GuidewireGWRE16,460 shares · 0.0% of their software$987KFlat
• Check PointCHKP9,152 shares · 0.0% of their software$710KFlat
• PaycomPAYC13,777 shares · 0.0% of their software$691KFlat
• MorningstarMORN4,563 shares · 0.0% of their software$362KFlat
• EVERTEC, Inc.EVTC18,094 shares · 0.0% of their software$304KFlat
• HubSpotHUBS3,903 shares · 0.0% of their software$225KNew · Flat