Generalist · Des Moines, IA
Principal Financial Group
Q2 2020 · compared with Q1 2020
Filed as Principal Financial Group INC
- Software
- $11.3B
- Weight of 13F
- 10.0%
- Names
- 106
- Net bought
- +$848M
Filed 5 August 2020 · SEC filing.
2,281 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
- MicrosoftMSFT15,072,613 shares · 27.2% of their software · price +$690M$3.1B+$126M
- AutodeskADSK3,802,573 shares · 8.1% of their software · price +$316M$910M+$129M
- AdobeADBE1,847,075 shares · 7.1% of their software · price +$216M$804M+$78.5M
- WixWIX2,726,013 shares · 6.2% of their software · price +$424M$698M+$9.2M
- Roper Technologies, Inc.ROP1,725,278 shares · 5.9% of their software · price +$132M$670M+$50.6M
- CoStarCSGP803,520 shares · 5.1% of their software · price +$99.2M$571M+$153M
- SalesforceCRM3,002,256 shares · 5.0% of their software · price +$130M$562M+$61.6M
- VeriSign, Inc.VRSN2,588,514 shares · 4.8% of their software · price +$69.2M$535M−$7.4M
- IntuitINTU1,595,926 shares · 4.2% of their software · price +$106M$473M+$43.4M
- VeriskVRSK2,332,299 shares · 3.5% of their software · price +$71.9M$397M−$32.0M
- GuidewireGWRE3,487,222 shares · 3.4% of their software · price +$110M$387M+$122M
- OracleORCL3,888,068 shares · 1.9% of their software · price +$27.0M$215M+$7.9M
- ShopifySHOP173,896 shares · 1.5% of their software · price +$92.6M$165M+$26.9M
- NICENICE747,710 shares · 1.3% of their software · price +$34.2M$141MFlat
- ServiceNowNOW348,760 shares · 1.3% of their software · price +$41.3M$141M+$4.7M
- Tyler TechnologiesTYL347,070 shares · 1.1% of their software · price +$17.5M$120M+$63.9M
- Fair IsaacFICO278,067 shares · 1.0% of their software · price +$30.7M$116M+$13.0M
- SAPSAP750,077 shares · 0.9% of their software · price +$22.1M$105MFlat
- Block, Inc.XYZ989,215 shares · 0.9% of their software · price +$52.0M$104MFlat
- Automatic Data Processing, Inc.ADP644,796 shares · 0.9% of their software · price +$7.9M$96.0M−$66.0M
- Fiserv, Inc.FISV811,090 shares · 0.7% of their software · price +$2.1M$79.2M−$2.3M
- Amdocs LimitedDOX1,215,924 shares · 0.7% of their software · price +$7.2M$74.0M+$15.7M
- SynopsysSNPS292,400 shares · 0.5% of their software · price +$19.4M$57.0M+$4.0M
- CadenceCDNS470,727 shares · 0.4% of their software · price +$14.1M$45.2MFlat
- BroadridgeBR355,630 shares · 0.4% of their software · price +$11.2M$44.9M+$719K
- FactSetFDS119,534 shares · 0.3% of their software · price +$8.1M$39.3M+$612K
- Paychex, Inc.PAYX496,572 shares · 0.3% of their software · price +$6.4M$37.6M+$1.6M
- Manhattan AssociatesMANH389,867 shares · 0.3% of their software · price +$17.3M$36.7M−$2.7M
- TrimbleTRMB767,765 shares · 0.3% of their software · price +$8.7M$33.2MFlat
- AkamaiAKAM283,357 shares · 0.3% of their software · price +$4.4M$30.3M+$3.7M
- FortinetFTNT208,492 shares · 0.3% of their software · price +$7.5M$28.6MFlat
- PTCPTC326,618 shares · 0.2% of their software · price +$5.4M$25.4MFlat
- PaycomPAYC75,368 shares · 0.2% of their software · price +$8.1M$23.3M+$569K
- WEX Inc.WEX133,848 shares · 0.2% of their software · price +$8.1M$22.1MFlat
- Sprout SocialSPT797,873 shares · 0.2% of their software · price +$8.8M$21.5M+$3.7M
- SPS CommerceSPSC282,635 shares · 0.2% of their software · price +$8.1M$21.2MFlat
- Alarm.com Holdings, Inc.ALRM324,293 shares · 0.2% of their software · price +$8.4M$21.0M+$1.9M
- CloudflareNET530,662 shares · 0.2% of their software · price +$6.6M$19.1M+$3.8M
- MorningstarMORN127,315 shares · 0.2% of their software · price +$3.1M$17.9M+$7.3M
- NetApp, Inc.NTAP397,048 shares · 0.2% of their software · price +$1.1M$17.6M+$1.1M
- Gen DigitalGEN845,332 shares · 0.1% of their software · price +$947K$16.8MFlat
- PaylocityPCTY112,614 shares · 0.1% of their software · price +$6.5M$16.4M+$9.5M
- ProgressPRGS387,577 shares · 0.1% of their software · price +$2.6M$15.0MFlat
- EVERTEC, Inc.EVTC488,115 shares · 0.1% of their software · price +$2.6M$13.7MFlat
- DynatraceDT331,795 shares · 0.1% of their software · price +$5.6M$13.5M+$2.6M
- F5, Inc.FFIV92,256 shares · 0.1% of their software · price +$3.0M$12.9MFlat
- 8x8EGHT790,879 shares · 0.1% of their software$12.7M—
- QualysQLYS105,722 shares · 0.1% of their software · price +$1.8M$11.0M−$13.2M
- Upbound Group, Inc.UPBD393,675 shares · 0.1% of their software · price +$5.4M$11.0MFlat
- BlackbaudBLKB181,882 shares · 0.1% of their software$10.4M+$1.6M
- Uber Technologies, Inc.UBER328,911 shares · 0.1% of their software · price +$1.0M$10.2M+$3.1M
- ACI WorldwideACIW368,349 shares · 0.1% of their software · price +$1.0M$9.9MFlat
- LiveRamp Holdings, Inc.RAMP205,413 shares · 0.1% of their software · price +$2.0M$8.7MFlat
- Sabre CorporationSABR1,011,938 shares · 0.1% of their software · price +$2.2M$8.2MFlat
- RingCentralRNG27,788 shares · 0.1% of their software · price +$2.0M$7.9M+$3.3M
- Strategy IncMSTR62,872 shares · 0.1% of their software$7.4MFlat
- ePlus inc.PLUS101,412 shares · 0.1% of their software · price +$817K$7.2MFlat
- TeradataTDC338,832 shares · 0.1% of their software$7.0MFlat
- OneSpan Inc.OSPN243,892 shares · 0.1% of their software · price +$2.4M$6.8MFlat
- InterDigital, Inc.IDCC110,920 shares · 0.1% of their software · price +$1.3M$6.3M−$617K
- Simulations PlusSLP100,071 shares · 0.1% of their software · price +$2.5M$6.0M+$3.2M
- NetScout Systems, Inc.NTCT229,841 shares · 0.1% of their software$5.9M+$824K
- CommvaultCVLT134,039 shares · 0.0% of their software$5.2MFlat
- DocuSignDOCU29,583 shares · 0.0% of their software · price +$2.4M$5.1M+$809K
- VeevaVEEV20,871 shares · 0.0% of their software · price +$1.6M$4.9M+$717K
- ZoomZM17,655 shares · 0.0% of their software · price +$1.9M$4.5MNew · +$2.6M
- TwilioTWLO19,673 shares · 0.0% of their software · price +$2.6M$4.3M+$1.5M
- PDF Solutions, Inc.PDFS219,994 shares · 0.0% of their software · price +$1.7M$4.3MFlat
- OktaOKTA19,274 shares · 0.0% of their software · price +$1.5M$3.9M+$2.0M
- Palo Alto NetworksPANW14,550 shares · 0.0% of their software · price +$956K$3.3M+$637K
- WorkdayWDAY16,849 shares · 0.0% of their software · price +$963K$3.2MFlat
- Agilysys, Inc.AGYS150,312 shares · 0.0% of their software$2.7MFlat
- The Trade DeskTTD6,027 shares · 0.0% of their software · price +$1.3M$2.5MFlat
- DatadogDDOG22,688 shares · 0.0% of their software · price +$1.2M$2.0MNew · +$816K
- CrowdStrikeCRWD19,466 shares · 0.0% of their software · price +$868K$2.0MNew · +$1.1M
- Donnelley Financial Solutions, Inc.DFIN229,275 shares · 0.0% of their software · price +$718K$1.9MFlat
- GoDaddyGDDY24,636 shares · 0.0% of their software$1.8MFlat
- MongoDBMDB7,404 shares · 0.0% of their software · price +$665K$1.7M+$808K
- HubSpotHUBS6,158 shares · 0.0% of their software · price +$561K$1.4MFlat
- SS&CSSNC21,801 shares · 0.0% of their software$1.2MFlat
- ZscalerZS10,463 shares · 0.0% of their software · price +$509K$1.1MNew · +$637K
- Five9FIVN9,181 shares · 0.0% of their software$1.0MFlat
- Check PointCHKP9,196 shares · 0.0% of their software$988KFlat
- FastlyFSLY10,838 shares · 0.0% of their software · price +$717K$923KNew · Flat
- DropboxDBX36,518 shares · 0.0% of their software$795KFlat
- ElasticESTC8,130 shares · 0.0% of their software$750KNew · Flat
- Q2QTWO8,192 shares · 0.0% of their software$703KFlat
- BlackLineBL8,287 shares · 0.0% of their software$687KFlat
- Lyft, Inc.LYFT19,866 shares · 0.0% of their software$656KFlat
- NutanixNTNX26,515 shares · 0.0% of their software$629KNew · Flat
- PegasystemsPEGA5,602 shares · 0.0% of their software$567KFlat
- BoxBOX24,368 shares · 0.0% of their software$506KFlat
- VaronisVRNS5,147 shares · 0.0% of their software$455KNew · Flat
- AppFolioAPPF2,639 shares · 0.0% of their software$429K−$1.4M
- Rapid7RPD8,319 shares · 0.0% of their software$424KFlat
- Bandwidth Inc.BAND3,167 shares · 0.0% of their software$402K−$1.1M
- Euronet Worldwide, Inc.EEFT4,187 shares · 0.0% of their software$401KFlat
- WorkivaWK6,343 shares · 0.0% of their software$339KNew · Flat
- TenableTENB10,056 shares · 0.0% of their software$300KNew · Flat
- PagerDutyPD10,189 shares · 0.0% of their software$292KNew · Flat
- AppianAPPN5,425 shares · 0.0% of their software$278KNew · Flat
- YextYEXT16,700 shares · 0.0% of their software$277KNew · Flat
- BILLBILL2,390 shares · 0.0% of their software$216KNew · Flat
- Digital TurbineAPPS13,603 shares · 0.0% of their software$171KFlat
- A10 Networks, Inc.ATEN10,190 shares · 0.0% of their software$69KNew · Flat
- Ribbon Communications Inc.RBBN17,426 shares · 0.0% of their software$68KNew · Flat