Generalist · Des Moines, IA
Principal Financial Group
Q4 2020 · compared with Q3 2020
Filed as Principal Financial Group INC
- Software
- $13.9B
- Weight of 13F
- 9.6%
- Names
- 120
- Net bought
- +$517M
Filed 8 February 2021 · SEC filing.
2,413 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
- MicrosoftMSFT15,687,115 shares · 25.1% of their software · price +$190M$3.5BFlat
- AutodeskADSK3,780,662 shares · 8.3% of their software · price +$281M$1.2B−$13.5M
- AdobeADBE1,829,859 shares · 6.6% of their software · price +$17.7M$915MFlat
- SalesforceCRM3,575,613 shares · 5.7% of their software · price −$103M$796M+$149M
- Roper Technologies, Inc.ROP1,836,909 shares · 5.7% of their software · price +$66.1M$792M+$43.9M
- CoStarCSGP843,766 shares · 5.6% of their software · price +$63.9M$780M+$38.5M
- WixWIX2,685,763 shares · 4.8% of their software · price −$13.1M$671MFlat
- VeriSign, Inc.VRSN3,037,491 shares · 4.7% of their software · price +$35.1M$657M+$104M
- IntuitINTU1,684,884 shares · 4.6% of their software · price +$90.4M$640M+$15.4M
- GuidewireGWRE3,673,034 shares · 3.4% of their software · price +$89.8M$473M+$19.7M
- VeriskVRSK2,204,208 shares · 3.3% of their software · price +$49.1M$458M−$7.8M
- Tyler TechnologiesTYL754,363 shares · 2.4% of their software · price +$66.4M$329M+$4.7M
- OracleORCL3,896,920 shares · 1.8% of their software · price +$19.4M$252M+$33.3M
- Block, Inc.XYZ904,244 shares · 1.4% of their software · price +$49.8M$197MFlat
- Automatic Data Processing, Inc.ADP986,594 shares · 1.2% of their software · price +$36.2M$174M+$52.5M
- Amdocs LimitedDOX2,432,668 shares · 1.2% of their software · price +$32.9M$173M+$66.7M
- ServiceNowNOW301,890 shares · 1.2% of their software · price +$19.8M$166M−$8.2M
- NetApp, Inc.NTAP2,286,760 shares · 1.1% of their software · price +$51.2M$151M+$84.0M
- Fair IsaacFICO283,339 shares · 1.0% of their software · price +$24.3M$145M−$2.9M
- ShopifySHOP123,317 shares · 1.0% of their software · price +$13.4M$140M−$37.5M
- NICENICE427,342 shares · 0.9% of their software · price +$24.1M$121M−$43.8M
- SAPSAP860,709 shares · 0.8% of their software · price −$21.9M$112M+$9.1M
- Fiserv, Inc.FISV752,000 shares · 0.6% of their software · price +$8.1M$85.6M−$793K
- SynopsysSNPS258,443 shares · 0.5% of their software · price +$11.7M$67.0M−$5.2M
- CadenceCDNS440,626 shares · 0.4% of their software · price +$13.1M$60.1M−$2.0M
- TrimbleTRMB748,971 shares · 0.4% of their software · price +$13.5M$50.0MFlat
- Paychex, Inc.PAYX437,415 shares · 0.3% of their software · price +$5.9M$40.8M−$2.3M
- Manhattan AssociatesMANH386,286 shares · 0.3% of their software · price +$3.7M$40.6M+$516K
- FactSetFDS115,709 shares · 0.3% of their software$38.5MFlat
- PTCPTC317,439 shares · 0.3% of their software · price +$11.7M$38.0MFlat
- Sprout SocialSPT800,953 shares · 0.3% of their software · price +$5.5M$36.4M−$6.6M
- MorningstarMORN143,126 shares · 0.2% of their software · price +$10.2M$33.1M−$1.8M
- Alarm.com Holdings, Inc.ALRM319,473 shares · 0.2% of their software · price +$15.4M$33.1MFlat
- PaycomPAYC70,661 shares · 0.2% of their software · price +$10.0M$32.0MFlat
- SPS CommerceSPSC280,383 shares · 0.2% of their software · price +$8.6M$30.4MFlat
- FortinetFTNT195,698 shares · 0.2% of their software · price +$6.0M$29.1M−$503K
- BroadridgeBR178,087 shares · 0.2% of their software · price +$3.8M$27.3M−$15.8M
- WEX Inc.WEX130,881 shares · 0.2% of their software · price +$8.4M$26.6MFlat
- 8x8EGHT758,069 shares · 0.2% of their software$26.1MFlat
- AkamaiAKAM235,767 shares · 0.2% of their software · price −$1.3M$24.8M−$4.3M
- PaylocityPCTY113,278 shares · 0.2% of their software · price +$5.0M$23.3MFlat
- Strategy IncMSTR59,144 shares · 0.2% of their software · price +$14.1M$23.0MFlat
- SS&CSSNC309,138 shares · 0.2% of their software · price +$3.8M$22.5M+$17.2M
- CloudflareNET261,000 shares · 0.1% of their software · price +$9.1M$19.8M−$1.8M
- EVERTEC, Inc.EVTC503,190 shares · 0.1% of their software · price +$2.3M$19.8MFlat
- Gen DigitalGEN805,483 shares · 0.1% of their software$16.7M−$1.1M
- ProgressPRGS368,472 shares · 0.1% of their software · price +$3.1M$16.7M−$1.7M
- Sabre CorporationSABR1,299,647 shares · 0.1% of their software · price +$7.2M$15.6M+$2.5M
- LiveRamp Holdings, Inc.RAMP206,322 shares · 0.1% of their software · price +$4.4M$15.1MFlat
- F5, Inc.FFIV84,182 shares · 0.1% of their software · price +$4.5M$14.8MFlat
- Upbound Group, Inc.UPBD386,068 shares · 0.1% of their software · price +$3.2M$14.8MFlat
- ACI WorldwideACIW367,860 shares · 0.1% of their software · price +$4.5M$14.1MFlat
- QualysQLYS106,001 shares · 0.1% of their software · price +$2.5M$12.9MFlat
- Bentley SystemsBSY288,495 shares · 0.1% of their software · price +$2.6M$11.7M+$5.1M
- BlackbaudBLKB196,111 shares · 0.1% of their software$11.3MFlat
- Uber Technologies, Inc.UBER179,785 shares · 0.1% of their software · price +$2.6M$9.2M+$780K
- Simulations PlusSLP126,149 shares · 0.1% of their software$9.1MFlat
- ePlus inc.PLUS95,862 shares · 0.1% of their software · price +$1.4M$8.4MFlat
- CommvaultCVLT147,571 shares · 0.1% of their software · price +$2.2M$8.2MFlat
- NetScout Systems, Inc.NTCT283,235 shares · 0.1% of their software · price +$1.6M$7.8MFlat
- TeradataTDC329,089 shares · 0.1% of their software$7.4MFlat
- InterDigital, Inc.IDCC120,032 shares · 0.1% of their software$7.3MFlat
- Commerce.com, Inc.CMRC103,360 shares · 0.0% of their software · price −$2.0M$6.6M+$4.3M
- TwilioTWLO16,876 shares · 0.0% of their software · price +$1.5M$5.7MFlat
- Agilysys, Inc.AGYS139,567 shares · 0.0% of their software · price +$2.0M$5.4MFlat
- VeevaVEEV19,030 shares · 0.0% of their software$5.2MFlat
- OneSpan Inc.OSPN234,800 shares · 0.0% of their software$4.9MFlat
- DocuSignDOCU21,764 shares · 0.0% of their software$4.8MFlat
- Bandwidth Inc.BAND31,354 shares · 0.0% of their software · price −$655K$4.8M+$5.0M
- ZoomZM12,943 shares · 0.0% of their software · price −$1.7M$4.4MFlat
- PDF Solutions, Inc.PDFS201,583 shares · 0.0% of their software · price +$583K$4.4MFlat
- RingCentralRNG11,147 shares · 0.0% of their software · price +$1.2M$4.2MFlat
- The Trade DeskTTD5,046 shares · 0.0% of their software · price +$1.4M$4.0MFlat
- Palo Alto NetworksPANW11,349 shares · 0.0% of their software · price +$1.3M$4.0M−$630K
- OktaOKTA15,830 shares · 0.0% of their software · price +$640K$4.0MFlat
- Donnelley Financial Solutions, Inc.DFIN224,334 shares · 0.0% of their software · price +$810K$3.8MFlat
- CrowdStrikeCRWD17,906 shares · 0.0% of their software · price +$1.3M$3.8MFlat
- WorkdayWDAY13,600 shares · 0.0% of their software$3.3MFlat
- VertexVERX73,100 shares · 0.0% of their software · price +$866K$2.5M−$3.1M
- MongoDBMDB6,166 shares · 0.0% of their software · price +$786K$2.2MFlat
- HubSpotHUBS5,047 shares · 0.0% of their software · price +$526K$2.0MFlat
- DatadogDDOG18,599 shares · 0.0% of their software$1.8MFlat
- ZscalerZS8,671 shares · 0.0% of their software · price +$512K$1.7MFlat
- BlackLineBL12,901 shares · 0.0% of their software · price +$564K$1.7MFlat
- GoDaddyGDDY20,313 shares · 0.0% of their software$1.7MFlat
- Q2QTWO12,748 shares · 0.0% of their software$1.6MFlat
- AppianAPPN9,010 shares · 0.0% of their software · price +$877K$1.5MFlat
- Check PointCHKP10,879 shares · 0.0% of their software$1.4MFlat
- Five9FIVN7,550 shares · 0.0% of their software$1.3MFlat
- VaronisVRNS7,892 shares · 0.0% of their software$1.3MFlat
- SnowflakeSNOW4,447 shares · 0.0% of their software$1.3MFlat
- BILLBILL8,908 shares · 0.0% of their software$1.2MFlat
- Digital TurbineAPPS21,253 shares · 0.0% of their software · price +$506K$1.2MFlat
- DynatraceDT27,628 shares · 0.0% of their software$1.2MFlat
- Rapid7RPD13,013 shares · 0.0% of their software$1.2MFlat
- ElasticESTC7,977 shares · 0.0% of their software$1.2MFlat
- TenableTENB17,986 shares · 0.0% of their software$940KFlat
- WorkivaWK10,107 shares · 0.0% of their software$926KFlat
- FastlyFSLY9,646 shares · 0.0% of their software$843KFlat
- AppFolioAPPF4,132 shares · 0.0% of their software$744KFlat
- NutanixNTNX22,794 shares · 0.0% of their software$726KFlat
- Lyft, Inc.LYFT14,573 shares · 0.0% of their software$716KFlat
- DropboxDBX29,891 shares · 0.0% of their software$663KFlat
- BoxBOX35,769 shares · 0.0% of their software$646KFlat
- PegasystemsPEGA4,587 shares · 0.0% of their software$611KFlat
- SchrödingerSDGR7,550 shares · 0.0% of their software$598KFlat
- MagniteMGNI18,369 shares · 0.0% of their software$564KFlat
- UnityU3,226 shares · 0.0% of their software$495KNew · Flat
- PhreesiaPHR8,417 shares · 0.0% of their software$457KNew · Flat
- Euronet Worldwide, Inc.EEFT2,977 shares · 0.0% of their software$431KFlat
- DomoDOMO6,593 shares · 0.0% of their software$420KNew
- Repay Holdings CorporationRPAY15,359 shares · 0.0% of their software$419KFlat
- YextYEXT26,086 shares · 0.0% of their software$410KFlat
- Calix, Inc.CALX13,328 shares · 0.0% of their software$397KNew · Flat
- Health CatalystHCAT8,632 shares · 0.0% of their software$376KNew · Flat
- PagerDutyPD8,416 shares · 0.0% of their software$351KFlat
- PAR Technology CorporationPAR4,825 shares · 0.0% of their software$303KNew · Flat
- Cerence Inc.CRNC2,339 shares · 0.0% of their software$235KNew · Flat
- Mitek Systems, Inc.MITK10,290 shares · 0.0% of their software$183KNew · Flat
- A10 Networks, Inc.ATEN15,172 shares · 0.0% of their software$150KNew · Flat