Generalist · Des Moines, IA
Principal Financial Group
Q4 2021 · compared with Q3 2021
Filed as Principal Financial Group INC
- Software
- $17.8B
- Weight of 13F
- 10.6%
- Names
- 140
- Net bought
- −$209M
Filed 9 February 2022 · SEC filing.
2,522 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
- MicrosoftMSFT14,844,280 shares · 27.9% of their software · price +$808M$5.0B−$86.1M
- CoStarCSGP16,686,729 shares · 7.4% of their software · price −$117M$1.3B+$92.2M
- AutodeskADSK3,855,669 shares · 6.1% of their software · price −$15.3M$1.1B−$17.3M
- AdobeADBE1,911,421 shares · 6.1% of their software · price −$16.6M$1.1B+$15.5M
- Roper Technologies, Inc.ROP2,185,336 shares · 6.0% of their software · price +$99.9M$1.1B+$47.2M
- Tyler TechnologiesTYL1,930,655 shares · 5.8% of their software · price +$153M$1.0B−$9.8M
- SalesforceCRM3,897,588 shares · 5.6% of their software · price −$66.6M$993M−$26.8M
- IntuitINTU1,365,844 shares · 4.9% of their software · price +$142M$871M−$76.8M
- VeriSign, Inc.VRSN2,486,415 shares · 3.5% of their software · price +$121M$626M−$22.6M
- GuidewireGWRE5,088,234 shares · 3.2% of their software · price −$27.2M$579MFlat
- WixWIX2,936,353 shares · 2.6% of their software · price −$112M$468MFlat
- VeriskVRSK1,985,926 shares · 2.5% of their software · price +$56.5M$452M−$14.5M
- OracleORCL2,426,052 shares · 1.2% of their software$212M−$19.4M
- ServiceNowNOW296,994 shares · 1.1% of their software · price +$8.0M$193M+$4.6M
- TwilioTWLO703,915 shares · 1.0% of their software · price −$39.2M$187M+$22.4M
- ShopifySHOP117,413 shares · 0.9% of their software · price +$2.5M$162M+$6.4M
- Block, Inc.XYZ880,271 shares · 0.8% of their software · price −$69.0M$145M−$2.1M
- Automatic Data Processing, Inc.ADP551,774 shares · 0.8% of their software · price +$25.7M$136M−$2.9M
- HubSpotHUBS197,619 shares · 0.7% of their software · price −$3.3M$130M−$8.6M
- SAPSAP807,735 shares · 0.6% of their software · price +$4.1M$113MFlat
- SynopsysSNPS304,561 shares · 0.6% of their software · price +$21.0M$112M−$3.4M
- Manhattan AssociatesMANH656,929 shares · 0.6% of their software · price +$1.6M$102M−$1.8M
- Fair IsaacFICO196,470 shares · 0.5% of their software · price +$7.0M$85.2M−$12.3M
- Amdocs LimitedDOX1,121,126 shares · 0.5% of their software · price −$975K$84.1M−$5.1M
- CadenceCDNS393,676 shares · 0.4% of their software · price +$13.7M$73.4MFlat
- Fiserv, Inc.FISV703,660 shares · 0.4% of their software · price −$3.3M$73.0M−$1.8M
- NICENICE213,952 shares · 0.4% of their software · price +$4.2M$65.0M+$1.6M
- FortinetFTNT173,885 shares · 0.4% of their software · price +$11.7M$62.5M−$901K
- Paychex, Inc.PAYX450,279 shares · 0.3% of their software · price +$10.8M$61.5M−$1.0M
- DigitalOceanDOCN637,098 shares · 0.3% of their software · price +$1.7M$51.2M−$10.3M
- Sprout SocialSPT535,123 shares · 0.3% of their software · price −$16.7M$48.5M−$27.9M
- TrimbleTRMB554,823 shares · 0.3% of their software · price +$2.7M$48.4M−$957K
- SPS CommerceSPSC274,245 shares · 0.2% of their software · price −$5.2M$39.0M+$3.6M
- PaylocityPCTY158,168 shares · 0.2% of their software · price −$7.0M$37.4M+$6.0M
- MorningstarMORN107,512 shares · 0.2% of their software · price +$8.9M$36.8M−$4.7M
- Palo Alto NetworksPANW62,376 shares · 0.2% of their software · price +$4.9M$34.7MFlat
- The Trade DeskTTD365,431 shares · 0.2% of their software · price +$7.8M$33.5M+$3.5M
- DynatraceDT518,470 shares · 0.2% of their software · price −$5.5M$31.3M+$7.5M
- PaycomPAYC71,569 shares · 0.2% of their software · price −$5.8M$29.7MFlat
- SnowflakeSNOW87,429 shares · 0.2% of their software · price +$3.2M$29.6MFlat
- BroadridgeBR153,594 shares · 0.2% of their software · price +$2.5M$28.1MFlat
- NetApp, Inc.NTAP290,519 shares · 0.1% of their software · price +$648K$26.7MFlat
- Alarm.com Holdings, Inc.ALRM314,780 shares · 0.1% of their software · price +$2.1M$26.7M−$643K
- FactSetFDS54,210 shares · 0.1% of their software · price +$4.9M$26.3M−$33.9M
- WorkdayWDAY93,062 shares · 0.1% of their software · price +$2.2M$25.4M+$18.7M
- EVERTEC, Inc.EVTC475,810 shares · 0.1% of their software · price +$2.0M$23.8M−$2.9M
- AkamaiAKAM200,856 shares · 0.1% of their software · price +$2.5M$23.5M−$639K
- Upbound Group, Inc.UPBD466,436 shares · 0.1% of their software · price −$3.8M$22.4M−$1.8M
- UnityU155,028 shares · 0.1% of their software · price +$2.6M$22.2MFlat
- WEX Inc.WEX153,532 shares · 0.1% of their software · price −$5.5M$21.6MFlat
- FlywireFLYW554,670 shares · 0.1% of their software · price −$3.2M$21.1MFlat
- PaymentusPAY602,638 shares · 0.1% of their software · price +$6.2M$21.1MFlat
- CrowdStrikeCRWD94,818 shares · 0.1% of their software · price −$3.9M$19.4MFlat
- Digital TurbineAPPS308,342 shares · 0.1% of their software · price −$2.4M$18.8MFlat
- Gen DigitalGEN710,261 shares · 0.1% of their software$18.5MFlat
- F5, Inc.FFIV73,633 shares · 0.1% of their software · price +$3.4M$18.0M−$523K
- DatadogDDOG100,540 shares · 0.1% of their software · price +$3.7M$17.9M−$2.4M
- InterDigital, Inc.IDCC249,167 shares · 0.1% of their software · price +$949K$17.8M−$2.1M
- ProgressPRGS345,337 shares · 0.1% of their software$16.7M−$1.4M
- NetScout Systems, Inc.NTCT497,663 shares · 0.1% of their software · price +$3.1M$16.5M+$6.7M
- PTCPTC134,954 shares · 0.1% of their software$16.4MFlat
- ZscalerZS50,556 shares · 0.1% of their software · price +$3.0M$16.2M−$16.0M
- QualysQLYS117,018 shares · 0.1% of their software · price +$3.0M$16.1MFlat
- TeradataTDC372,550 shares · 0.1% of their software · price −$5.5M$15.8MFlat
- VeevaVEEV61,288 shares · 0.1% of their software · price −$2.0M$15.7M−$7.1M
- MongoDBMDB29,543 shares · 0.1% of their software · price +$1.7M$15.6MFlat
- BlackbaudBLKB197,570 shares · 0.1% of their software · price +$1.7M$15.6M−$1.7M
- DoximityDOCS310,112 shares · 0.1% of their software · price −$9.5M$15.5M+$8.4M
- Cerence Inc.CRNC195,543 shares · 0.1% of their software · price −$3.8M$15.0M−$1.3M
- CommvaultCVLT216,930 shares · 0.1% of their software · price −$1.4M$15.0M−$2.2M
- SentinelOneS287,453 shares · 0.1% of their software · price −$885K$14.5MFlat
- ACI WorldwideACIW411,690 shares · 0.1% of their software · price +$1.6M$14.3MFlat
- ZoomInfoZI220,780 shares · 0.1% of their software$14.2M—
- 8x8EGHT777,678 shares · 0.1% of their software$13.0M—
- DoubleVerifyDV337,418 shares · 0.1% of their software$11.2MFlat
- LiveRamp Holdings, Inc.RAMP232,552 shares · 0.1% of their software$11.2MFlat
- ePlus inc.PLUS200,702 shares · 0.1% of their software · price −$9.8M$10.8M+$11.1M
- Donnelley Financial Solutions, Inc.DFIN216,542 shares · 0.1% of their software · price +$2.7M$10.2M−$743K
- Clear Secure, Inc.YOU305,827 shares · 0.1% of their software · price −$3.0M$9.6MFlat
- Sabre CorporationSABR1,112,885 shares · 0.1% of their software · price −$3.6M$9.6MFlat
- FreshworksFRSH332,720 shares · 0.0% of their software · price −$5.5M$8.7MFlat
- Commerce.com, Inc.CMRC224,399 shares · 0.0% of their software · price −$3.4M$7.9M+$1.0M
- Calix, Inc.CALX91,575 shares · 0.0% of their software · price +$2.8M$7.3M+$2.4M
- NutanixNTNX216,753 shares · 0.0% of their software · price −$1.3M$6.9M−$8.7M
- BILLBILL27,528 shares · 0.0% of their software$6.9M+$5.2M
- Bentley SystemsBSY139,922 shares · 0.0% of their software · price −$1.7M$6.8M−$13.5M
- PDF Solutions, Inc.PDFS198,787 shares · 0.0% of their software · price +$1.7M$6.3MFlat
- Consensus Cloud Solutions, Inc.CCSI106,783 shares · 0.0% of their software · price +$2.4M$6.2MNew · +$3.8M
- PubMaticPUBM176,869 shares · 0.0% of their software · price +$1.4M$6.0MNew · +$4.7M
- Simulations PlusSLP123,094 shares · 0.0% of their software · price +$960K$5.8M−$529K
- Agilysys, Inc.AGYS129,465 shares · 0.0% of their software · price −$1.0M$5.8MFlat
- Uber Technologies, Inc.UBER132,552 shares · 0.0% of their software$5.6MFlat
- CloudflareNET35,390 shares · 0.0% of their software · price +$667K$4.7MFlat
- Thryv Holdings, Inc.THRY112,999 shares · 0.0% of their software · price +$1.3M$4.6MNew · +$3.4M
- PalantirPLTR218,530 shares · 0.0% of their software · price −$1.3M$4.0MFlat
- DocuSignDOCU25,651 shares · 0.0% of their software · price −$2.7M$3.9M−$19.5M
- ZoomZM21,059 shares · 0.0% of their software · price −$1.6M$3.9MFlat
- OneSpan Inc.OSPN228,693 shares · 0.0% of their software$3.9MFlat
- OktaOKTA16,706 shares · 0.0% of their software$3.7MFlat
- CourseraCOUR141,400 shares · 0.0% of their software · price −$1.0M$3.5MFlat
- SS&CSSNC41,023 shares · 0.0% of their software · price +$516K$3.4MFlat
- Health CatalystHCAT82,407 shares · 0.0% of their software · price −$856K$3.3M−$1.6M
- TenableTENB55,105 shares · 0.0% of their software$3.0MFlat
- PhreesiaPHR64,130 shares · 0.0% of their software · price −$1.3M$2.7M−$1.2M
- RingCentralRNG10,735 shares · 0.0% of their software$2.0MFlat
- Lyft, Inc.LYFT37,458 shares · 0.0% of their software$1.6MFlat
- Check PointCHKP11,923 shares · 0.0% of their software$1.4MFlat
- GoDaddyGDDY16,126 shares · 0.0% of their software$1.4MFlat
- A10 Networks, Inc.ATEN76,382 shares · 0.0% of their software$1.3M+$876K
- Rapid7RPD9,569 shares · 0.0% of their software$1.1MFlat
- Five9FIVN7,260 shares · 0.0% of their software$997KFlat
- ElasticESTC7,956 shares · 0.0% of their software$979KFlat
- BlackLineBL9,221 shares · 0.0% of their software$955K−$982K
- WorkivaWK7,283 shares · 0.0% of their software$950KFlat
- VaronisVRNS18,210 shares · 0.0% of their software$888KFlat
- AsanaASAN11,634 shares · 0.0% of their software$867KFlat
- DropboxDBX32,737 shares · 0.0% of their software$803KFlat
- CertaraCERT27,861 shares · 0.0% of their software$792K+$670K
- Strategy IncMSTR1,442 shares · 0.0% of their software$785KFlat
- Q2QTWO9,300 shares · 0.0% of their software$739KFlat
- BoxBOX23,739 shares · 0.0% of their software$622KFlat
- Euronet Worldwide, Inc.EEFT4,881 shares · 0.0% of their software$582KFlat
- PegasystemsPEGA4,369 shares · 0.0% of their software$489KFlat
- PagerDutyPD13,960 shares · 0.0% of their software$485KFlat
- ProcorePCOR5,765 shares · 0.0% of their software$461KNew · +$515K
- AppianAPPN6,690 shares · 0.0% of their software$436KFlat
- Ribbon Communications Inc.RBBN68,826 shares · 0.0% of their software$416KFlat
- StoneCo Ltd.STNE23,516 shares · 0.0% of their software$396KNew · +$816K
- AppFolioAPPF3,240 shares · 0.0% of their software$392KFlat
- MagniteMGNI22,083 shares · 0.0% of their software$386KFlat
- Bandwidth Inc.BAND3,928 shares · 0.0% of their software$282KFlat
- Shift4 Payments, Inc.FOUR4,793 shares · 0.0% of their software$278KFlat
- Rimini Street, Inc.RMNI45,073 shares · 0.0% of their software$269KFlat
- SchrödingerSDGR7,706 shares · 0.0% of their software$268KFlat
- JFrogFROG8,999 shares · 0.0% of their software$267KFlat
- FastlyFSLY7,117 shares · 0.0% of their software$252KFlat
- DomoDOMO4,761 shares · 0.0% of their software$236K—
- PAR Technology CorporationPAR4,306 shares · 0.0% of their software$227KFlat
- Repay Holdings CorporationRPAY10,707 shares · 0.0% of their software$196KFlat
- YextYEXT19,168 shares · 0.0% of their software$190KFlat