Generalist · Des Moines, IA
Principal Financial Group
Q3 2021 · compared with Q2 2021
Filed as Principal Financial Group INC
- Software
- $17.1B
- Weight of 13F
- 11.1%
- Names
- 136
- Net bought
- +$412M
Filed 9 November 2021 · SEC filing.
2,573 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
- MicrosoftMSFT15,149,586 shares · 25.0% of their software · price +$167M$4.3BFlat
- CoStarCSGP15,615,122 shares · 7.9% of their software · price +$50.6M$1.3B+$36.9M
- AutodeskADSK3,916,201 shares · 6.5% of their software · price −$26.4M$1.1B−$12.3M
- AdobeADBE1,884,420 shares · 6.4% of their software · price −$18.7M$1.1BFlat
- SalesforceCRM3,996,414 shares · 6.3% of their software · price +$108M$1.1B+$36.9M
- Roper Technologies, Inc.ROP2,079,514 shares · 5.4% of their software · price −$50.1M$928M+$43.4M
- Tyler TechnologiesTYL1,951,936 shares · 5.2% of their software · price +$12.3M$895M+$123M
- IntuitINTU1,508,253 shares · 4.8% of their software · price +$74.4M$814M−$55.5M
- GuidewireGWRE5,070,330 shares · 3.5% of their software · price +$31.2M$603M+$34.8M
- WixWIX2,952,822 shares · 3.4% of their software · price −$278M$579M+$65.0M
- VeriSign, Inc.VRSN2,596,762 shares · 3.1% of their software · price −$58.9M$532M−$32.5M
- VeriskVRSK2,058,470 shares · 2.4% of their software · price +$52.6M$412M−$10.4M
- OracleORCL2,648,872 shares · 1.4% of their software · price +$24.6M$231M−$19.7M
- Block, Inc.XYZ889,169 shares · 1.2% of their software · price −$3.5M$213M−$2.3M
- TwilioTWLO633,727 shares · 1.2% of their software · price −$47.6M$202M+$101M
- ServiceNowNOW289,577 shares · 1.1% of their software · price +$21.1M$180M−$2.6M
- ShopifySHOP112,674 shares · 0.9% of their software · price −$11.9M$153M+$13.2M
- HubSpotHUBS210,387 shares · 0.8% of their software · price +$19.6M$142M+$3.8M
- Automatic Data Processing, Inc.ADP566,416 shares · 0.7% of their software · price +$736K$113M+$2.1M
- SAPSAP811,259 shares · 0.6% of their software · price −$4.4M$110MFlat
- Manhattan AssociatesMANH668,804 shares · 0.6% of their software · price +$5.5M$102M−$3.3M
- SynopsysSNPS315,989 shares · 0.6% of their software · price +$7.5M$94.6M+$1.8M
- Sprout SocialSPT764,067 shares · 0.5% of their software · price +$24.9M$93.2M−$16.9M
- Fair IsaacFICO227,459 shares · 0.5% of their software · price −$23.8M$90.5M−$10.0M
- Amdocs LimitedDOX1,188,225 shares · 0.5% of their software · price −$2.0M$90.0M−$14.3M
- Fiserv, Inc.FISV720,628 shares · 0.5% of their software · price +$1.2M$78.2M+$831K
- CadenceCDNS394,700 shares · 0.3% of their software · price +$5.8M$59.8M+$5.1M
- DigitalOceanDOCN769,522 shares · 0.3% of their software · price +$17.0M$59.7M+$1.0M
- NICENICE208,349 shares · 0.3% of their software · price +$7.6M$59.2MFlat
- FactSetFDS140,099 shares · 0.3% of their software · price +$8.3M$55.3M+$1.6M
- FortinetFTNT176,969 shares · 0.3% of their software · price +$9.5M$51.7M+$695K
- Paychex, Inc.PAYX459,187 shares · 0.3% of their software · price +$2.4M$51.6M+$5.3M
- TrimbleTRMB566,455 shares · 0.3% of their software$46.6M+$536K
- SPS CommerceSPSC251,912 shares · 0.2% of their software · price +$15.5M$40.6MFlat
- PaylocityPCTY136,698 shares · 0.2% of their software · price +$12.2M$38.3M+$934K
- PaycomPAYC72,199 shares · 0.2% of their software · price +$9.6M$35.8M−$11.4M
- MorningstarMORN125,805 shares · 0.2% of their software$32.6M+$4.6M
- Palo Alto NetworksPANW62,222 shares · 0.2% of their software · price +$6.7M$29.8M+$6.0M
- DynatraceDT412,617 shares · 0.2% of their software · price +$5.2M$29.3M+$11.4M
- ZscalerZS111,615 shares · 0.2% of their software · price +$5.2M$29.3M−$1.1M
- Upbound Group, Inc.UPBD497,585 shares · 0.2% of their software · price +$1.6M$28.0MFlat
- WEX Inc.WEX155,602 shares · 0.2% of their software · price −$2.8M$27.4MFlat
- SnowflakeSNOW88,250 shares · 0.2% of their software · price +$5.4M$26.7M+$8.6M
- NetApp, Inc.NTAP294,362 shares · 0.2% of their software · price +$2.3M$26.4M−$6.9M
- DocuSignDOCU101,585 shares · 0.2% of their software · price −$2.2M$26.2M+$15.1M
- BroadridgeBR155,995 shares · 0.2% of their software · price +$797K$26.0MFlat
- Alarm.com Holdings, Inc.ALRM323,005 shares · 0.1% of their software · price −$2.1M$25.3MFlat
- VeevaVEEV86,047 shares · 0.1% of their software · price −$2.0M$24.8M+$8.5M
- EVERTEC, Inc.EVTC538,573 shares · 0.1% of their software · price +$1.1M$24.6MFlat
- FlywireFLYW550,788 shares · 0.1% of their software · price +$3.9M$24.1MFlat
- CrowdStrikeCRWD94,237 shares · 0.1% of their software · price −$521K$23.2M+$3.9M
- The Trade DeskTTD315,160 shares · 0.1% of their software · price −$2.2M$22.2M+$19.9M
- Bentley SystemsBSY362,554 shares · 0.1% of their software · price −$1.5M$22.0MFlat
- TeradataTDC379,475 shares · 0.1% of their software · price +$2.8M$21.8MFlat
- AkamaiAKAM206,963 shares · 0.1% of their software · price −$2.5M$21.6M−$1.3M
- Digital TurbineAPPS314,525 shares · 0.1% of their software · price −$2.3M$21.6M+$22.9M
- Cerence Inc.CRNC209,370 shares · 0.1% of their software · price −$2.2M$20.1M+$13.9M
- UnityU156,596 shares · 0.1% of their software · price +$2.6M$19.8M+$15.4M
- InterDigital, Inc.IDCC280,372 shares · 0.1% of their software · price −$1.5M$19.0MFlat
- CommvaultCVLT246,672 shares · 0.1% of their software · price −$705K$18.6MFlat
- Gen DigitalGEN728,071 shares · 0.1% of their software · price −$1.4M$18.4MFlat
- 8x8EGHT787,199 shares · 0.1% of their software$18.4M—
- ProgressPRGS373,333 shares · 0.1% of their software · price +$1.1M$18.4MFlat
- NutanixNTNX448,410 shares · 0.1% of their software$16.9M+$3.2M
- DoximityDOCS206,480 shares · 0.1% of their software · price +$4.6M$16.7MFlat
- DatadogDDOG117,508 shares · 0.1% of their software · price +$4.4M$16.6M+$9.2M
- PTCPTC137,379 shares · 0.1% of their software · price −$2.9M$16.5MFlat
- BlackbaudBLKB221,254 shares · 0.1% of their software · price −$1.4M$15.6M−$1.7M
- SentinelOneS286,482 shares · 0.1% of their software · price +$3.2M$15.3M+$3.6M
- F5, Inc.FFIV76,263 shares · 0.1% of their software · price +$924K$15.2MFlat
- PaymentusPAY608,515 shares · 0.1% of their software · price −$6.6M$15.0MFlat
- FreshworksFRSH331,117 shares · 0.1% of their software$14.1MNew · +$14.1M
- MongoDBMDB28,848 shares · 0.1% of their software · price +$3.2M$13.6M−$3.4M
- QualysQLYS120,327 shares · 0.1% of their software · price +$1.3M$13.4MFlat
- Sabre CorporationSABR1,124,099 shares · 0.1% of their software · price −$719K$13.3MFlat
- ACI WorldwideACIW421,725 shares · 0.1% of their software · price −$2.7M$13.0MFlat
- Clear Secure, Inc.YOU306,413 shares · 0.1% of their software$12.6M+$3.2M
- ZoomInfoZI195,596 shares · 0.1% of their software$12.0M—
- DoubleVerifyDV340,286 shares · 0.1% of their software · price −$2.8M$11.6MFlat
- LiveRamp Holdings, Inc.RAMP235,102 shares · 0.1% of their software$11.1MFlat
- Commerce.com, Inc.CMRC204,613 shares · 0.1% of their software · price −$2.9M$10.4MFlat
- ePlus inc.PLUS92,189 shares · 0.1% of their software · price +$1.5M$9.5MFlat
- Donnelley Financial Solutions, Inc.DFIN238,010 shares · 0.0% of their software$8.2MFlat
- Agilysys, Inc.AGYS136,300 shares · 0.0% of their software · price −$615K$7.1MFlat
- NetScout Systems, Inc.NTCT250,336 shares · 0.0% of their software$6.7MFlat
- Uber Technologies, Inc.UBER138,151 shares · 0.0% of their software · price −$735K$6.2MFlat
- Health CatalystHCAT114,630 shares · 0.0% of their software · price −$630K$5.7MFlat
- ZoomZM21,598 shares · 0.0% of their software · price −$2.7M$5.6MFlat
- Simulations PlusSLP136,487 shares · 0.0% of their software · price −$2.1M$5.4MFlat
- PhreesiaPHR82,849 shares · 0.0% of their software$5.1MFlat
- PalantirPLTR204,979 shares · 0.0% of their software$4.9MFlat
- CourseraCOUR148,100 shares · 0.0% of their software · price −$1.2M$4.7MFlat
- PDF Solutions, Inc.PDFS203,004 shares · 0.0% of their software · price +$987K$4.7MFlat
- WorkdayWDAY18,412 shares · 0.0% of their software$4.6MFlat
- OneSpan Inc.OSPN235,699 shares · 0.0% of their software · price −$1.6M$4.4MFlat
- CloudflareNET34,823 shares · 0.0% of their software$3.9MFlat
- OktaOKTA15,857 shares · 0.0% of their software$3.8MFlat
- SS&CSSNC44,586 shares · 0.0% of their software$3.1MFlat
- TenableTENB58,941 shares · 0.0% of their software$2.7MFlat
- RingCentralRNG10,140 shares · 0.0% of their software · price −$741K$2.2M−$10.5M
- BILLBILL8,145 shares · 0.0% of their software · price +$682K$2.2M−$4.0M
- Calix, Inc.CALX43,235 shares · 0.0% of their software$2.1MFlat
- BlackLineBL17,539 shares · 0.0% of their software$2.1M+$997K
- Lyft, Inc.LYFT36,858 shares · 0.0% of their software$2.0MFlat
- AsanaASAN14,769 shares · 0.0% of their software · price +$617K$1.5MFlat
- VaronisVRNS22,213 shares · 0.0% of their software$1.4MFlat
- Rapid7RPD11,660 shares · 0.0% of their software$1.3MFlat
- Check PointCHKP11,433 shares · 0.0% of their software$1.3MFlat
- WorkivaWK8,985 shares · 0.0% of their software$1.3MFlat
- GoDaddyGDDY17,674 shares · 0.0% of their software$1.2MFlat
- DropboxDBX39,147 shares · 0.0% of their software$1.1MFlat
- Five9FIVN6,894 shares · 0.0% of their software$1.1M−$10.1M
- ElasticESTC7,175 shares · 0.0% of their software$1.1MFlat
- Strategy IncMSTR1,653 shares · 0.0% of their software$956K−$35.5M
- Q2QTWO11,473 shares · 0.0% of their software$919KFlat
- AppianAPPN8,256 shares · 0.0% of their software$764KFlat
- MagniteMGNI27,233 shares · 0.0% of their software$763KFlat
- BoxBOX29,891 shares · 0.0% of their software$708KFlat
- PagerDutyPD16,934 shares · 0.0% of their software$701KFlat
- Ribbon Communications Inc.RBBN106,240 shares · 0.0% of their software$635KFlat
- Euronet Worldwide, Inc.EEFT4,845 shares · 0.0% of their software$617KFlat
- PegasystemsPEGA4,157 shares · 0.0% of their software$528KFlat
- SchrödingerSDGR9,509 shares · 0.0% of their software$520KFlat
- DomoDOMO5,786 shares · 0.0% of their software$489K—
- AppFolioAPPF3,936 shares · 0.0% of their software$474KFlat
- Bandwidth Inc.BAND4,851 shares · 0.0% of their software$438KFlat
- JFrogFROG11,137 shares · 0.0% of their software$373KFlat
- Shift4 Payments, Inc.FOUR4,594 shares · 0.0% of their software$356KFlat
- Rimini Street, Inc.RMNI36,175 shares · 0.0% of their software$349KFlat
- FastlyFSLY8,247 shares · 0.0% of their software$334KFlat
- PAR Technology CorporationPAR5,125 shares · 0.0% of their software$315KFlat
- YextYEXT23,295 shares · 0.0% of their software$280KFlat
- Repay Holdings CorporationRPAY12,089 shares · 0.0% of their software$278KFlat
- CertaraCERT7,631 shares · 0.0% of their software$253KNew · Flat
- Telos CorporationTLS8,377 shares · 0.0% of their software$238KNew · Flat
- A10 Networks, Inc.ATEN11,408 shares · 0.0% of their software$154KNew · Flat