Generalist · Des Moines, IA
Principal Financial Group
Q1 2020 · compared with Q4 2019
Filed as Principal Financial Group INC
- Software
- $7.5B
- Weight of 13F
- 8.3%
- Names
- 91
- Net bought
- +$305M
Filed 12 May 2020 · SEC filing.
2,197 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 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.
Software held
- MicrosoftMSFT14,274,009 shares · 30.0% of their software$2.3B−$77.6M
- AdobeADBE1,600,264 shares · 6.8% of their software · price −$18.5M$509M+$31.4M
- Roper Technologies, Inc.ROP1,563,073 shares · 6.5% of their software · price −$66.3M$487M+$76.9M
- VeriSign, Inc.VRSN2,629,515 shares · 6.3% of their software · price −$33.1M$474M+$49.1M
- AutodeskADSK2,976,037 shares · 6.2% of their software · price −$81.4M$465M+$6.7M
- SalesforceCRM2,574,076 shares · 4.9% of their software · price −$48.0M$371M+$7.3M
- VeriskVRSK2,561,794 shares · 4.8% of their software · price −$25.5M$357M−$35.7M
- IntuitINTU1,407,445 shares · 4.3% of their software · price −$44.9M$324M+$53.4M
- CoStarCSGP543,732 shares · 4.3% of their software · price −$6.0M$319M+$323M
- WixWIX2,634,701 shares · 3.5% of their software · price −$56.8M$266M+$5.6M
- OracleORCL3,725,407 shares · 2.4% of their software · price −$17.3M$180MFlat
- GuidewireGWRE1,954,073 shares · 2.1% of their software · price −$59.5M$155M−$15.0M
- Automatic Data Processing, Inc.ADP1,127,494 shares · 2.1% of their software · price −$38.1M$154M−$2.6M
- NICENICE741,324 shares · 1.4% of their software · price −$8.6M$106M+$7.8M
- ServiceNowNOW332,400 shares · 1.3% of their software · price +$1.4M$95.3M+$5.6M
- SAPSAP746,360 shares · 1.1% of their software · price −$17.5M$82.5M+$10.2M
- Fiserv, Inc.FISV835,028 shares · 1.1% of their software · price −$17.2M$79.3MFlat
- Fair IsaacFICO235,852 shares · 1.0% of their software · price −$15.8M$72.6M−$9.5M
- Block, Inc.XYZ998,352 shares · 0.7% of their software · price −$10.2M$52.3M+$771K
- Amdocs LimitedDOX930,282 shares · 0.7% of their software · price −$16.0M$51.1M+$10.7M
- ShopifySHOP109,278 shares · 0.6% of their software · price +$2.1M$45.6M−$46.6M
- Tyler TechnologiesTYL131,712 shares · 0.5% of their software$39.1M−$12.1M
- SynopsysSNPS261,260 shares · 0.4% of their software · price −$2.7M$33.6MFlat
- BroadridgeBR348,051 shares · 0.4% of their software · price −$10.0M$33.0M−$11.4M
- CadenceCDNS477,271 shares · 0.4% of their software · price −$1.6M$31.5M−$3.0M
- FactSetFDS117,185 shares · 0.4% of their software · price −$893K$30.5M−$12.3M
- Paychex, Inc.PAYX471,300 shares · 0.4% of their software · price −$10.4M$29.7MFlat
- TrimbleTRMB764,184 shares · 0.3% of their software · price −$7.5M$24.3M−$13.4M
- QualysQLYS257,669 shares · 0.3% of their software · price +$933K$22.4M−$920K
- AkamaiAKAM243,307 shares · 0.3% of their software · price +$1.2M$22.3M−$706K
- Manhattan AssociatesMANH443,181 shares · 0.3% of their software · price −$13.3M$22.1M−$7.3M
- FortinetFTNT212,069 shares · 0.3% of their software · price −$1.2M$21.5MFlat
- PTCPTC320,569 shares · 0.3% of their software · price −$4.4M$19.6M−$10.0M
- Gen DigitalGEN832,030 shares · 0.2% of their software · price −$5.7M$15.6MFlat
- NetApp, Inc.NTAP371,447 shares · 0.2% of their software · price −$7.6M$15.5MFlat
- PaycomPAYC72,549 shares · 0.2% of their software · price −$4.6M$14.7M+$17.4M
- WEX Inc.WEX133,729 shares · 0.2% of their software · price −$14.0M$14.0M−$11.5M
- SPS CommerceSPSC291,157 shares · 0.2% of their software · price −$2.6M$13.5M−$579K
- ProgressPRGS372,736 shares · 0.2% of their software · price −$3.6M$11.9M−$535K
- EVERTEC, Inc.EVTC492,925 shares · 0.1% of their software · price −$5.6M$11.2M−$633K
- Alarm.com Holdings, Inc.ALRM276,380 shares · 0.1% of their software · price −$1.1M$10.8MFlat
- 8x8EGHT760,397 shares · 0.1% of their software$10.5M—
- F5, Inc.FFIV93,398 shares · 0.1% of their software · price −$3.1M$10.0MFlat
- Sprout SocialSPT567,942 shares · 0.1% of their software$9.1M−$1.1M
- ACI WorldwideACIW361,256 shares · 0.1% of their software · price −$5.0M$8.7M−$5.7M
- CloudflareNET368,798 shares · 0.1% of their software · price +$2.4M$8.7M−$684K
- BlackbaudBLKB152,716 shares · 0.1% of their software · price −$3.7M$8.5M−$5.0M
- MorningstarMORN64,355 shares · 0.1% of their software · price −$2.3M$7.5M+$5.4M
- Strategy IncMSTR62,478 shares · 0.1% of their software · price −$1.5M$7.4M−$593K
- TeradataTDC351,084 shares · 0.1% of their software · price −$2.2M$7.2M−$3.8M
- LiveRamp Holdings, Inc.RAMP200,076 shares · 0.1% of their software · price −$3.0M$6.6M−$4.2M
- ePlus inc.PLUS103,050 shares · 0.1% of their software · price −$2.2M$6.5M−$579K
- Uber Technologies, Inc.UBER218,535 shares · 0.1% of their software$6.1MFlat
- Upbound Group, Inc.UPBD406,447 shares · 0.1% of their software · price −$6.0M$5.7M−$676K
- InterDigital, Inc.IDCC124,743 shares · 0.1% of their software · price −$1.2M$5.6M−$1.9M
- Sabre CorporationSABR934,441 shares · 0.1% of their software · price −$15.4M$5.5M−$5.8M
- DynatraceDT224,366 shares · 0.1% of their software$5.3M−$615K
- CommvaultCVLT131,135 shares · 0.1% of their software · price −$546K$5.3M−$2.4M
- NetScout Systems, Inc.NTCT195,008 shares · 0.1% of their software$4.6M−$2.0M
- OneSpan Inc.OSPN247,049 shares · 0.1% of their software$4.5MFlat
- RingCentralRNG12,195 shares · 0.0% of their software · price +$527K$2.6MFlat
- Agilysys, Inc.AGYS154,513 shares · 0.0% of their software · price −$1.3M$2.6MFlat
- VeevaVEEV16,288 shares · 0.0% of their software$2.5MFlat
- PDF Solutions, Inc.PDFS211,075 shares · 0.0% of their software · price −$1.1M$2.5MFlat
- DocuSignDOCU20,823 shares · 0.0% of their software$1.9MFlat
- Palo Alto NetworksPANW10,666 shares · 0.0% of their software · price −$718K$1.7MFlat
- WorkdayWDAY13,361 shares · 0.0% of their software$1.7MNew · +$2.2M
- AppFolioAPPF14,882 shares · 0.0% of their software$1.7MFlat
- SS&CSSNC29,260 shares · 0.0% of their software · price −$514K$1.3MFlat
- Bandwidth Inc.BAND18,978 shares · 0.0% of their software$1.3MFlat
- Donnelley Financial Solutions, Inc.DFIN236,805 shares · 0.0% of their software · price −$1.2M$1.2MFlat
- GoDaddyGDDY19,911 shares · 0.0% of their software$1.1MFlat
- Check PointCHKP9,646 shares · 0.0% of their software$970KFlat
- The Trade DeskTTD4,484 shares · 0.0% of their software$865KFlat
- HubSpotHUBS4,955 shares · 0.0% of their software$660K+$549K
- Euronet Worldwide, Inc.EEFT7,294 shares · 0.0% of their software · price −$524K$625KFlat
- DropboxDBX31,000 shares · 0.0% of their software$561KFlat
- Five9FIVN5,768 shares · 0.0% of their software$441KFlat
- PaylocityPCTY4,915 shares · 0.0% of their software$434KFlat
- Rapid7RPD9,442 shares · 0.0% of their software$409KFlat
- PegasystemsPEGA5,535 shares · 0.0% of their software$394KFlat
- OktaOKTA2,827 shares · 0.0% of their software$346K−$928K
- Simulations PlusSLP8,659 shares · 0.0% of their software$302KFlat
- TwilioTWLO3,308 shares · 0.0% of their software$296KFlat
- Lyft, Inc.LYFT9,715 shares · 0.0% of their software$261KFlat
- Q2QTWO4,230 shares · 0.0% of their software$250KFlat
- BlackLineBL4,195 shares · 0.0% of their software$221KFlat
- MongoDBMDB1,486 shares · 0.0% of their software$203KFlat
- BoxBOX14,047 shares · 0.0% of their software$197KFlat
- Immersion CorporationIMMR26,357 shares · 0.0% of their software$141KFlat
- Digital TurbineAPPS11,769 shares · 0.0% of their software$51KFlat
