Generalist · Des Moines, IA
Principal Financial Group
Q2 2022 · compared with Q1 2022
Filed as Principal Financial Group INC
- Software
- $12.7B
- Weight of 13F
- 9.4%
- Names
- 145
- Net bought
- +$499M
Filed 10 August 2022 · SEC filing.
2,501 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
- MicrosoftMSFT16,129,981 shares · 32.6% of their software · price −$830M$4.1B+$413M
- CoStarCSGP20,166,548 shares · 9.6% of their software · price −$125M$1.2B+$94.9M
- Roper Technologies, Inc.ROP2,537,033 shares · 7.9% of their software · price −$197M$1.0B+$94.1M
- AdobeADBE2,416,028 shares · 7.0% of their software · price −$216M$884M+$149M
- AutodeskADSK3,239,354 shares · 4.4% of their software · price −$137M$557M−$8.6M
- IntuitINTU1,378,225 shares · 4.2% of their software · price −$131M$531M+$13.6M
- Tyler TechnologiesTYL1,464,034 shares · 3.8% of their software · price −$165M$487M−$137M
- VeriSign, Inc.VRSN2,711,260 shares · 3.6% of their software · price −$149M$454MFlat
- SalesforceCRM2,486,571 shares · 3.2% of their software · price −$118M$410M−$302M
- GuidewireGWRE5,125,737 shares · 2.9% of their software · price −$121M$364M−$6.8M
- VeriskVRSK1,895,713 shares · 2.6% of their software · price −$78.7M$328M−$12.5M
- WixWIX3,011,546 shares · 1.6% of their software · price −$117M$197MFlat
- ServiceNowNOW327,165 shares · 1.2% of their software · price −$26.6M$156M+$6.8M
- OracleORCL1,922,814 shares · 1.1% of their software · price −$24.7M$134M−$31.7M
- SAPSAP1,277,285 shares · 0.9% of their software · price −$25.9M$116M+$28.2M
- Automatic Data Processing, Inc.ADP516,438 shares · 0.9% of their software · price −$9.0M$108M−$4.4M
- SynopsysSNPS305,968 shares · 0.7% of their software · price −$9.0M$92.9MFlat
- Fair IsaacFICO219,114 shares · 0.7% of their software · price −$14.4M$87.8M+$9.7M
- Amdocs LimitedDOX1,010,226 shares · 0.7% of their software · price +$1.1M$84.2M−$9.4M
- Manhattan AssociatesMANH635,226 shares · 0.6% of their software · price −$15.3M$72.8M−$1.6M
- Fiserv, Inc.FISV692,752 shares · 0.5% of their software · price −$8.6M$61.6MFlat
- CadenceCDNS395,331 shares · 0.5% of their software · price −$5.7M$59.3M+$1.4M
- MorningstarMORN215,933 shares · 0.4% of their software · price −$6.8M$52.2M+$24.8M
- FortinetFTNT869,798 shares · 0.4% of their software · price −$248M$49.2M+$240M
- Paychex, Inc.PAYX415,538 shares · 0.4% of their software · price −$9.4M$47.3M−$3.0M
- Sprout SocialSPT725,812 shares · 0.3% of their software · price −$16.0M$42.1M+$11.5M
- NICENICE216,497 shares · 0.3% of their software · price −$5.7M$41.7M+$560K
- DigitalOceanDOCN875,686 shares · 0.3% of their software · price −$14.4M$36.2M+$10.5M
- PaylocityPCTY180,869 shares · 0.2% of their software · price −$5.7M$31.5M+$2.4M
- DescartesDSGX469,680 shares · 0.2% of their software · price −$5.3M$29.1M−$7.5M
- TenableTENB626,509 shares · 0.2% of their software · price −$7.8M$28.5M+$1.1M
- Palo Alto NetworksPANW57,370 shares · 0.2% of their software · price −$7.4M$28.3M−$1.0M
- WEX Inc.WEX178,208 shares · 0.2% of their software · price −$4.1M$27.7M+$4.6M
- SPS CommerceSPSC236,938 shares · 0.2% of their software · price −$4.3M$26.8M−$3.5M
- Block, Inc.XYZ393,108 shares · 0.2% of their software · price −$29.1M$24.2M−$73.3M
- DoximityDOCS684,191 shares · 0.2% of their software · price −$11.8M$23.8M+$18.2M
- VeevaVEEV119,492 shares · 0.2% of their software · price −$1.7M$23.7M+$6.9M
- BroadridgeBR151,241 shares · 0.2% of their software · price −$2.0M$21.6M+$714K
- CrowdStrikeCRWD127,464 shares · 0.2% of their software · price −$7.5M$21.5M+$6.2M
- Euronet Worldwide, Inc.EEFT199,990 shares · 0.2% of their software · price −$5.9M$20.1M+$2.7M
- FactSetFDS50,946 shares · 0.2% of their software · price −$2.5M$19.6M−$833K
- NetApp, Inc.NTAP287,971 shares · 0.1% of their software · price −$5.1M$18.8M+$1.0M
- AkamaiAKAM201,777 shares · 0.1% of their software · price −$5.7M$18.4MFlat
- TrimbleTRMB314,866 shares · 0.1% of their software · price −$4.4M$18.3MFlat
- Alarm.com Holdings, Inc.ALRM289,564 shares · 0.1% of their software · price −$1.3M$17.9M−$1.5M
- SnowflakeSNOW127,106 shares · 0.1% of their software · price −$11.4M$17.7MFlat
- PaycomPAYC62,748 shares · 0.1% of their software · price −$4.2M$17.6M+$1.0M
- TeradataTDC461,385 shares · 0.1% of their software · price −$5.7M$17.1M+$4.5M
- NetScout Systems, Inc.NTCT501,432 shares · 0.1% of their software · price +$888K$17.0MFlat
- QualysQLYS134,101 shares · 0.1% of their software · price −$2.2M$16.9M+$2.5M
- FlywireFLYW937,390 shares · 0.1% of their software · price −$12.1M$16.5M+$7.0M
- MongoDBMDB62,837 shares · 0.1% of their software · price −$11.6M$16.3M+$3.0M
- Gen DigitalGEN737,548 shares · 0.1% of their software · price −$3.4M$16.2M+$561K
- EVERTEC, Inc.EVTC408,446 shares · 0.1% of their software · price −$1.7M$15.1M−$1.8M
- PTCPTC136,185 shares · 0.1% of their software$14.5M+$618K
- ProgressPRGS308,638 shares · 0.1% of their software · price −$552K$14.0M−$1.1M
- DatadogDDOG146,385 shares · 0.1% of their software · price −$8.2M$13.9M+$7.8M
- CommvaultCVLT213,780 shares · 0.1% of their software · price −$738K$13.4M+$1.3M
- The Trade DeskTTD319,361 shares · 0.1% of their software · price −$8.7M$13.4M−$4.2M
- InterDigital, Inc.IDCC214,381 shares · 0.1% of their software · price −$643K$13.0M−$1.3M
- BlackbaudBLKB210,698 shares · 0.1% of their software$12.2M+$1.1M
- ACI WorldwideACIW457,864 shares · 0.1% of their software · price −$2.6M$11.9M+$1.5M
- F5, Inc.FFIV76,207 shares · 0.1% of their software · price −$4.3M$11.7MFlat
- DoubleVerifyDV499,880 shares · 0.1% of their software · price −$1.2M$11.3M+$3.2M
- LiveRamp Holdings, Inc.RAMP420,400 shares · 0.1% of their software · price −$4.9M$10.9M+$7.3M
- PaymentusPAY808,574 shares · 0.1% of their software · price −$6.2M$10.8M+$3.2M
- Digital TurbineAPPS553,789 shares · 0.1% of their software · price −$14.6M$9.7M+$10.8M
- ePlus inc.PLUS177,149 shares · 0.1% of their software · price −$521K$9.4M−$794K
- HubSpotHUBS27,883 shares · 0.1% of their software · price −$4.9M$8.4M−$62.4M
- Calix, Inc.CALX220,604 shares · 0.1% of their software · price −$1.9M$7.5MFlat
- Cerence Inc.CRNC295,859 shares · 0.1% of their software · price −$3.2M$7.5MFlat
- Sabre CorporationSABR1,275,314 shares · 0.1% of their software · price −$7.1M$7.4M+$2.0M
- GitLabGTLB128,247 shares · 0.1% of their software$6.8MNew · +$7.0M
- Upbound Group, Inc.UPBD337,345 shares · 0.1% of their software · price −$1.9M$6.6M−$2.7M
- A10 Networks, Inc.ATEN434,340 shares · 0.0% of their software$6.2M+$5.2M
- ZoomInfoZI179,169 shares · 0.0% of their software$6.0MFlat
- Agilysys, Inc.AGYS122,498 shares · 0.0% of their software · price +$905K$5.8MFlat
- Donnelley Financial Solutions, Inc.DFIN191,471 shares · 0.0% of their software · price −$760K$5.6M−$533K
- OpenTextOTEX142,872 shares · 0.0% of their software · price −$651K$5.4M−$4.1M
- Simulations PlusSLP105,839 shares · 0.0% of their software$5.2M−$529K
- Bentley SystemsBSY148,714 shares · 0.0% of their software · price −$1.6M$5.0MFlat
- CloudflareNET104,046 shares · 0.0% of their software · price −$7.9M$4.6MSplit
- Consensus Cloud Solutions, Inc.CCSI99,442 shares · 0.0% of their software · price −$1.6M$4.3MFlat
- DuolingoDUOL49,071 shares · 0.0% of their software$4.3MNew · +$4.7M
- PDF Solutions, Inc.PDFS194,437 shares · 0.0% of their software · price −$1.2M$4.2MFlat
- BoxBOX162,736 shares · 0.0% of their software · price −$638K$4.1M+$4.0M
- ZoomZM35,631 shares · 0.0% of their software$3.8M+$1.8M
- 8x8EGHT740,647 shares · 0.0% of their software$3.8M—
- Uber Technologies, Inc.UBER181,170 shares · 0.0% of their software · price −$2.8M$3.7M+$1.6M
- BILLBILL28,165 shares · 0.0% of their software · price −$3.3M$3.1MFlat
- WorkdayWDAY21,296 shares · 0.0% of their software · price −$2.1M$3.0M−$17.6M
- PalantirPLTR286,498 shares · 0.0% of their software · price −$1.3M$2.6M+$1.1M
- OneSpan Inc.OSPN214,017 shares · 0.0% of their software · price −$544K$2.5MFlat
- Thryv Holdings, Inc.THRY106,809 shares · 0.0% of their software · price −$612K$2.4MFlat
- ShopifySHOP70,020 shares · 0.0% of their software · price −$45.1M$2.2M+$41.5M
- TwilioTWLO24,060 shares · 0.0% of their software · price −$1.9M$2.0M+$2.2M
- ZscalerZS13,391 shares · 0.0% of their software · price −$1.2M$2.0M−$10.6M
- DocuSignDOCU31,745 shares · 0.0% of their software · price −$1.6M$1.8M+$846K
- SS&CSSNC28,717 shares · 0.0% of their software$1.7M−$2.4M
- OktaOKTA17,021 shares · 0.0% of their software · price −$1.0M$1.5MFlat
- GoDaddyGDDY21,554 shares · 0.0% of their software$1.5MFlat
- DynatraceDT37,949 shares · 0.0% of their software$1.5MFlat
- Check PointCHKP10,000 shares · 0.0% of their software$1.2MFlat
- AppLovinAPP33,560 shares · 0.0% of their software · price −$692K$1.2MNew · +$1.8M
- UnityU30,809 shares · 0.0% of their software · price −$1.9M$1.1M−$14.4M
- Definitive HealthcareDH42,377 shares · 0.0% of their software$972KNew · +$1.0M
- DropboxDBX44,590 shares · 0.0% of their software$936KFlat
- Five9FIVN9,422 shares · 0.0% of their software$859KFlat
- UiPathPATH39,777 shares · 0.0% of their software$724KNew · +$859K
- RingCentralRNG13,513 shares · 0.0% of their software · price −$878K$707KFlat
- CertaraCERT32,835 shares · 0.0% of their software$705KFlat
- ElasticESTC10,405 shares · 0.0% of their software$704KFlat
- Lyft, Inc.LYFT47,210 shares · 0.0% of their software · price −$1.2M$627KFlat
- Rapid7RPD9,013 shares · 0.0% of their software$602KFlat
- BlackLineBL8,571 shares · 0.0% of their software$571KFlat
- N-ableNABL57,948 shares · 0.0% of their software$522KNew · +$527K
- International Money Express, Inc.IMXI25,159 shares · 0.0% of their software$515KNew · +$519K
- SentinelOneS21,704 shares · 0.0% of their software$506K−$17.9M
- VaronisVRNS16,904 shares · 0.0% of their software$496KFlat
- WorkivaWK7,377 shares · 0.0% of their software$487KFlat
- ProcorePCOR8,823 shares · 0.0% of their software$400KFlat
- ToastTOST30,828 shares · 0.0% of their software$399KNew · +$670K
- CS Disco, Inc.LAW20,943 shares · 0.0% of their software$378KNew · +$711K
- NutanixNTNX25,404 shares · 0.0% of their software$372K−$5.1M
- Q2QTWO8,670 shares · 0.0% of their software$334KFlat
- PagerDutyPD13,203 shares · 0.0% of their software$327KFlat
- AppianAPPN6,214 shares · 0.0% of their software$294KFlat
- AppFolioAPPF2,958 shares · 0.0% of their software$268KFlat
- PhreesiaPHR10,721 shares · 0.0% of their software$268K−$978K
- PegasystemsPEGA5,535 shares · 0.0% of their software$265KFlat
- Grab Holdings LimitedGRAB102,832 shares · 0.0% of their software$260KFlat
- CourseraCOUR17,497 shares · 0.0% of their software$248KNew · Flat
- Shift4 Payments, Inc.FOUR7,223 shares · 0.0% of their software$239KFlat
- StoneCo Ltd.STNE29,319 shares · 0.0% of their software$226KFlat
- SchrödingerSDGR8,374 shares · 0.0% of their software$221KFlat
- AsanaASAN11,428 shares · 0.0% of their software$201KFlat
- Rimini Street, Inc.RMNI32,198 shares · 0.0% of their software$193KFlat
- CCC Intelligent Solutions Holdings Inc.CCC19,664 shares · 0.0% of their software$181KNew · Flat
- Payoneer Global Inc.PAYO33,588 shares · 0.0% of their software$132KNew · Flat
- Alight, Inc.ALIT17,765 shares · 0.0% of their software$120KNew · Flat
- Remitly Global, Inc.RELY13,052 shares · 0.0% of their software$100KNew · Flat
- YextYEXT18,645 shares · 0.0% of their software$89KFlat
- AvePointAVPT19,983 shares · 0.0% of their software$87KNew · Flat
- SmartRent, Inc.SMRT18,463 shares · 0.0% of their software$83KNew · Flat
- BlackBerry LimitedBB13,200 shares · 0.0% of their software$71KFlat