Generalist · Des Moines, IA
Principal Financial Group
Q2 2021 · compared with Q1 2021
Filed as Principal Financial Group INC
- Software
- $16.5B
- Weight of 13F
- 10.7%
- Names
- 132
- Net bought
- +$12.4B
Filed 10 August 2021 · SEC filing.
2,595 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
- MicrosoftMSFT15,011,641 shares · 24.6% of their software · price +$527M$4.1BFlat
- CoStarCSGP15,169,117 shares · 7.6% of their software · price −$11.2B$1.3B+$11.7B
- AutodeskADSK3,958,328 shares · 7.0% of their software · price +$58.4M$1.2B+$75.1M
- AdobeADBE1,894,135 shares · 6.7% of their software · price +$209M$1.1B+$9.1M
- SalesforceCRM3,845,374 shares · 5.7% of their software · price +$125M$939M+$45.6M
- Roper Technologies, Inc.ROP1,987,161 shares · 5.7% of their software · price +$133M$934M+$52.9M
- IntuitINTU1,621,505 shares · 4.8% of their software · price +$174M$795M−$16.5M
- WixWIX2,729,000 shares · 4.8% of their software · price +$30.2M$792M+$18.5M
- Tyler TechnologiesTYL1,679,142 shares · 4.6% of their software · price +$46.7M$760M+$235M
- VeriSign, Inc.VRSN2,739,498 shares · 3.8% of their software · price +$79.3M$624M−$66.9M
- GuidewireGWRE4,761,751 shares · 3.3% of their software · price +$52.8M$537M+$41.2M
- VeriskVRSK2,118,248 shares · 2.2% of their software · price −$4.2M$370M−$4.5M
- OracleORCL2,901,600 shares · 1.4% of their software · price +$22.3M$226M−$5.8M
- Block, Inc.XYZ898,442 shares · 1.3% of their software · price +$15.0M$219MFlat
- ServiceNowNOW294,285 shares · 1.0% of their software · price +$14.5M$162M−$8.5M
- ShopifySHOP103,670 shares · 0.9% of their software · price +$36.7M$151M−$6.2M
- TwilioTWLO377,355 shares · 0.9% of their software · price +$20.2M$149M+$109M
- Fair IsaacFICO247,287 shares · 0.8% of their software · price +$4.1M$124M−$23.3M
- HubSpotHUBS203,872 shares · 0.7% of their software · price +$26.2M$119M+$15.8M
- SAPSAP815,424 shares · 0.7% of their software · price +$14.4M$115M−$9.7M
- Automatic Data Processing, Inc.ADP555,597 shares · 0.7% of their software · price +$5.6M$110M+$3.4M
- Amdocs LimitedDOX1,373,607 shares · 0.6% of their software · price +$9.9M$106M−$7.0M
- Manhattan AssociatesMANH691,487 shares · 0.6% of their software · price +$19.0M$100M+$13.9M
- SynopsysSNPS309,313 shares · 0.5% of their software · price +$8.7M$85.3M−$4.7M
- Sprout SocialSPT952,907 shares · 0.5% of their software · price +$30.2M$85.2M+$6.7M
- Fiserv, Inc.FISV712,853 shares · 0.5% of their software · price −$8.7M$76.2M+$3.5M
- NICENICE208,976 shares · 0.3% of their software · price +$6.2M$51.7M−$21.3M
- CadenceCDNS357,201 shares · 0.3% of their software$48.9M−$5.5M
- TrimbleTRMB559,907 shares · 0.3% of their software · price +$2.3M$45.8MFlat
- FactSetFDS135,214 shares · 0.3% of their software · price +$3.7M$45.4MFlat
- Paychex, Inc.PAYX409,779 shares · 0.3% of their software · price +$3.8M$44.0M+$658K
- DigitalOceanDOCN750,701 shares · 0.3% of their software · price +$10.1M$41.7MNew · +$31.6M
- FortinetFTNT174,052 shares · 0.3% of their software · price +$9.4M$41.5MFlat
- PaycomPAYC103,611 shares · 0.2% of their software · price −$683K$37.7MFlat
- Strategy IncMSTR55,078 shares · 0.2% of their software · price −$788K$36.6M−$5.0M
- NetApp, Inc.NTAP378,511 shares · 0.2% of their software · price +$3.5M$31.0M+$2.9M
- WEX Inc.WEX156,464 shares · 0.2% of their software · price −$2.4M$30.3M+$922K
- MorningstarMORN108,054 shares · 0.2% of their software · price +$3.5M$27.8M−$12.9M
- Alarm.com Holdings, Inc.ALRM320,786 shares · 0.2% of their software · price −$539K$27.2MFlat
- Upbound Group, Inc.UPBD493,203 shares · 0.2% of their software · price −$2.3M$26.2M+$6.0M
- AkamaiAKAM218,509 shares · 0.2% of their software · price +$3.2M$25.5MFlat
- SPS CommerceSPSC253,953 shares · 0.2% of their software$25.4M−$3.0M
- BroadridgeBR156,144 shares · 0.2% of their software · price +$1.3M$25.2MFlat
- ZscalerZS116,491 shares · 0.2% of their software · price +$5.2M$25.2M+$12.2M
- PaylocityPCTY131,802 shares · 0.2% of their software · price +$1.4M$25.1MFlat
- Bentley SystemsBSY367,530 shares · 0.1% of their software · price +$6.6M$23.8M+$2.9M
- EVERTEC, Inc.EVTC543,235 shares · 0.1% of their software · price +$3.5M$23.7M+$1.2M
- 8x8EGHT776,813 shares · 0.1% of their software$21.6M—
- PaymentusPAY598,540 shares · 0.1% of their software$21.2MNew · +$21.2M
- InterDigital, Inc.IDCC282,127 shares · 0.1% of their software · price +$2.7M$20.6M+$9.2M
- FlywireFLYW540,252 shares · 0.1% of their software$19.8MNew · +$19.8M
- CrowdStrikeCRWD78,795 shares · 0.1% of their software · price +$5.4M$19.8MFlat
- Gen DigitalGEN720,390 shares · 0.1% of their software · price +$4.3M$19.6MFlat
- TeradataTDC383,791 shares · 0.1% of their software · price +$4.4M$19.2MFlat
- PTCPTC134,821 shares · 0.1% of their software$19.0M−$32.1M
- CommvaultCVLT241,302 shares · 0.1% of their software · price +$3.3M$18.9M+$4.8M
- BlackbaudBLKB243,148 shares · 0.1% of their software · price +$1.3M$18.6M+$1.9M
- VeevaVEEV58,832 shares · 0.1% of their software · price +$2.9M$18.3M+$10.8M
- ProgressPRGS374,357 shares · 0.1% of their software · price +$820K$17.3MFlat
- Palo Alto NetworksPANW46,099 shares · 0.1% of their software · price +$2.3M$17.1M+$11.1M
- ACI WorldwideACIW420,240 shares · 0.1% of their software$15.6MFlat
- F5, Inc.FFIV78,027 shares · 0.1% of their software · price −$1.7M$14.6MFlat
- DoubleVerifyDV333,067 shares · 0.1% of their software$14.1MNew · +$14.1M
- Sabre CorporationSABR1,119,965 shares · 0.1% of their software · price −$2.6M$14.0M−$5.4M
- NutanixNTNX364,298 shares · 0.1% of their software · price +$4.2M$13.9M+$9.1M
- MongoDBMDB38,209 shares · 0.1% of their software · price +$3.6M$13.8MFlat
- RingCentralRNG46,412 shares · 0.1% of their software$13.5M−$12.9M
- DocuSignDOCU47,645 shares · 0.1% of their software · price +$3.7M$13.3M+$5.2M
- Commerce.com, Inc.CMRC198,070 shares · 0.1% of their software · price +$1.4M$12.9M+$2.7M
- SnowflakeSNOW52,789 shares · 0.1% of their software · price +$661K$12.8M+$11.0M
- DynatraceDT216,888 shares · 0.1% of their software · price +$2.2M$12.7M+$9.1M
- QualysQLYS119,823 shares · 0.1% of their software$12.1MFlat
- DoximityDOCS200,000 shares · 0.1% of their software$11.6MNew · +$11.6M
- Five9FIVN62,057 shares · 0.1% of their software · price +$1.7M$11.4MFlat
- LiveRamp Holdings, Inc.RAMP239,951 shares · 0.1% of their software · price −$1.2M$11.2MFlat
- ZoomZM22,718 shares · 0.1% of their software · price +$1.5M$8.8M+$2.3M
- Cerence Inc.CRNC79,470 shares · 0.1% of their software · price +$1.4M$8.5M+$6.8M
- ePlus inc.PLUS93,504 shares · 0.0% of their software · price −$1.2M$8.1MFlat
- Agilysys, Inc.AGYS142,183 shares · 0.0% of their software · price +$1.3M$8.1MFlat
- Donnelley Financial Solutions, Inc.DFIN242,676 shares · 0.0% of their software · price +$1.3M$8.0MFlat
- Simulations PlusSLP135,322 shares · 0.0% of their software · price −$1.1M$7.4MFlat
- Uber Technologies, Inc.UBER148,010 shares · 0.0% of their software · price −$650K$7.4M+$2.8M
- NetScout Systems, Inc.NTCT258,614 shares · 0.0% of their software$7.4M−$2.0M
- ZoomInfoZI138,424 shares · 0.0% of their software$7.2MNew
- SentinelOneS201,400 shares · 0.0% of their software$7.0MNew · +$8.6M
- Clear Secure, Inc.YOU225,426 shares · 0.0% of their software$7.0MNew · +$9.0M
- Health CatalystHCAT113,371 shares · 0.0% of their software · price +$991K$6.3M+$5.0M
- CourseraCOUR151,900 shares · 0.0% of their software · price −$826K$6.0MNew · +$6.8M
- OneSpan Inc.OSPN233,852 shares · 0.0% of their software$6.0MFlat
- BILLBILL29,846 shares · 0.0% of their software · price +$1.1M$5.5M+$3.1M
- PalantirPLTR189,872 shares · 0.0% of their software · price +$583K$5.0MNew · +$4.4M
- PhreesiaPHR78,060 shares · 0.0% of their software · price +$718K$4.8M+$3.7M
- WorkdayWDAY19,366 shares · 0.0% of their software$4.6M+$1.0M
- The Trade DeskTTD58,234 shares · 0.0% of their software · price −$33.4M$4.5M+$34.7M
- OktaOKTA16,496 shares · 0.0% of their software$4.0M+$525K
- CloudflareNET35,886 shares · 0.0% of their software · price +$1.3M$3.8M−$16.0M
- PDF Solutions, Inc.PDFS204,265 shares · 0.0% of their software$3.7MFlat
- DatadogDDOG29,531 shares · 0.0% of their software · price +$612K$3.1M+$1.0M
- SS&CSSNC40,647 shares · 0.0% of their software$2.9M+$606K
- DomoDOMO30,112 shares · 0.0% of their software$2.4M—
- TenableTENB54,418 shares · 0.0% of their software$2.3MFlat
- Lyft, Inc.LYFT36,808 shares · 0.0% of their software$2.2M+$1.3M
- Calix, Inc.CALX42,891 shares · 0.0% of their software · price +$551K$2.0MFlat
- UnityU16,031 shares · 0.0% of their software$1.8M+$1.3M
- GoDaddyGDDY18,217 shares · 0.0% of their software$1.6MFlat
- Check PointCHKP11,735 shares · 0.0% of their software$1.4MFlat
- DropboxDBX40,909 shares · 0.0% of their software$1.2MFlat
- ElasticESTC7,437 shares · 0.0% of their software$1.1MFlat
- Digital TurbineAPPS13,510 shares · 0.0% of their software$1.0MFlat
- VaronisVRNS16,936 shares · 0.0% of their software$976KFlat
- BlackLineBL8,579 shares · 0.0% of their software$955KFlat
- Q2QTWO8,744 shares · 0.0% of their software$897KFlat
- AppianAPPN6,289 shares · 0.0% of their software$866KFlat
- Rapid7RPD8,784 shares · 0.0% of their software$831KFlat
- Ribbon Communications Inc.RBBN107,026 shares · 0.0% of their software$814KNew · +$879K
- WorkivaWK6,719 shares · 0.0% of their software$748KFlat
- AsanaASAN11,558 shares · 0.0% of their software$717KNew · Flat
- Euronet Worldwide, Inc.EEFT5,102 shares · 0.0% of their software$691KFlat
- PegasystemsPEGA4,385 shares · 0.0% of their software$610KFlat
- BoxBOX23,546 shares · 0.0% of their software$602KFlat
- MagniteMGNI16,795 shares · 0.0% of their software$568KFlat
- PagerDutyPD12,908 shares · 0.0% of their software$550KFlat
- SchrödingerSDGR7,245 shares · 0.0% of their software$548KFlat
- FastlyFSLY8,561 shares · 0.0% of their software$510KFlat
- Bandwidth Inc.BAND3,651 shares · 0.0% of their software$504K−$3.7M
- Shift4 Payments, Inc.FOUR4,676 shares · 0.0% of their software$438KNew · Flat
- AppFolioAPPF2,996 shares · 0.0% of their software$423KFlat
- JFrogFROG8,251 shares · 0.0% of their software$376KNew · Flat
- PAR Technology CorporationPAR3,792 shares · 0.0% of their software$265KFlat
- YextYEXT17,761 shares · 0.0% of their software$254KFlat
- Repay Holdings CorporationRPAY10,392 shares · 0.0% of their software$250KFlat
- Rimini Street, Inc.RMNI36,448 shares · 0.0% of their software$225KNew · Flat