Generalist · Des Moines, IA
Principal Financial Group
Q3 2022 · compared with Q2 2022
Filed as Principal Financial Group INC
- Software
- $11.9B
- Weight of 13F
- 9.5%
- Names
- 148
- Net bought
- −$202M
Filed 9 November 2022 · SEC filing.
2,486 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
- MicrosoftMSFT16,118,123 shares · 31.5% of their software · price −$386M$3.8BFlat
- CoStarCSGP20,606,433 shares · 12.0% of their software · price +$190M$1.4B+$26.6M
- Roper Technologies, Inc.ROP2,652,939 shares · 8.0% of their software · price −$92.9M$954M+$45.7M
- AdobeADBE2,399,035 shares · 5.5% of their software · price −$218M$660MFlat
- AutodeskADSK3,098,107 shares · 4.9% of their software · price +$46.0M$579M−$24.3M
- IntuitINTU1,471,813 shares · 4.8% of their software · price +$2.8M$570M+$36.1M
- Tyler TechnologiesTYL1,407,282 shares · 4.1% of their software · price +$21.1M$489M−$18.9M
- VeriSign, Inc.VRSN2,693,524 shares · 3.9% of their software · price +$17.2M$468MFlat
- SalesforceCRM2,218,218 shares · 2.7% of their software · price −$47.0M$319M−$44.3M
- VeriskVRSK1,731,786 shares · 2.5% of their software · price −$4.4M$295M−$28.4M
- GuidewireGWRE3,907,796 shares · 2.0% of their software · price −$36.8M$241M−$86.5M
- WixWIX2,958,099 shares · 1.9% of their software · price +$37.5M$231M−$3.5M
- SAPSAP1,556,660 shares · 1.1% of their software · price −$14.7M$126M+$25.3M
- Automatic Data Processing, Inc.ADP556,388 shares · 1.1% of their software · price +$9.0M$126M+$8.4M
- ServiceNowNOW315,710 shares · 1.0% of their software · price −$30.9M$119M−$5.4M
- OracleORCL1,849,759 shares · 0.9% of their software · price −$16.3M$113M−$5.1M
- Fair IsaacFICO203,477 shares · 0.7% of their software · price +$2.3M$83.8M−$6.3M
- Fiserv, Inc.FISV798,806 shares · 0.6% of their software · price +$3.7M$74.7M+$9.4M
- NICENICE390,953 shares · 0.6% of their software · price −$1.6M$73.6M+$33.6M
- SynopsysSNPS236,858 shares · 0.6% of their software$72.4M−$21.0M
- Amdocs LimitedDOX870,787 shares · 0.6% of their software · price −$3.4M$69.2M−$11.6M
- CadenceCDNS400,586 shares · 0.5% of their software · price +$5.4M$65.5M+$788K
- Manhattan AssociatesMANH438,073 shares · 0.5% of their software · price +$8.1M$58.3M−$22.6M
- Paychex, Inc.PAYX476,006 shares · 0.4% of their software · price −$790K$53.4M+$6.9M
- Sprout SocialSPT776,314 shares · 0.4% of their software · price +$2.0M$47.1M+$2.9M
- MorningstarMORN204,769 shares · 0.4% of their software · price −$6.0M$43.5M−$2.7M
- FortinetFTNT878,128 shares · 0.4% of their software · price −$6.5M$43.1MFlat
- PaylocityPCTY159,532 shares · 0.3% of their software · price +$10.7M$38.5M−$3.7M
- DigitalOceanDOCN935,845 shares · 0.3% of their software · price −$4.9M$33.9M+$2.5M
- DescartesDSGX450,540 shares · 0.2% of their software · price +$662K$28.8M−$1.2M
- SPS CommerceSPSC227,209 shares · 0.2% of their software · price +$2.5M$28.2M−$1.1M
- DynatraceDT791,450 shares · 0.2% of their software · price −$3.7M$27.6M+$29.7M
- BroadridgeBR161,761 shares · 0.2% of their software$23.3M+$1.5M
- DoubleVerifyDV818,102 shares · 0.2% of their software · price +$3.8M$22.4M+$7.2M
- FlywireFLYW963,132 shares · 0.2% of their software · price +$5.1M$22.1MFlat
- WEX Inc.WEX172,446 shares · 0.2% of their software · price −$4.9M$21.9M−$896K
- PaycomPAYC64,797 shares · 0.2% of their software · price +$3.2M$21.4M+$574K
- Block, Inc.XYZ378,411 shares · 0.2% of their software · price −$2.4M$20.8M−$903K
- FactSetFDS51,870 shares · 0.2% of their software · price +$806K$20.8MFlat
- DoximityDOCS683,239 shares · 0.2% of their software · price −$3.1M$20.6MFlat
- Alarm.com Holdings, Inc.ALRM308,364 shares · 0.2% of their software · price +$925K$20.0M+$1.2M
- QualysQLYS137,826 shares · 0.2% of their software · price +$1.8M$19.2MFlat
- AkamaiAKAM219,935 shares · 0.1% of their software · price −$2.4M$17.7M+$1.7M
- NetApp, Inc.NTAP274,723 shares · 0.1% of their software · price −$931K$17.0M−$864K
- TrimbleTRMB311,810 shares · 0.1% of their software · price −$1.2M$16.9MFlat
- VeevaVEEV100,105 shares · 0.1% of their software · price −$3.3M$16.5M−$3.8M
- Gen DigitalGEN764,867 shares · 0.1% of their software · price −$1.4M$15.4M+$600K
- Euronet Worldwide, Inc.EEFT183,911 shares · 0.1% of their software · price −$4.6M$13.9M−$1.6M
- PTCPTC132,036 shares · 0.1% of their software$13.8MFlat
- NetScout Systems, Inc.NTCT435,323 shares · 0.1% of their software · price −$1.1M$13.6M−$2.2M
- Calix, Inc.CALX222,766 shares · 0.1% of their software · price +$6.0M$13.6MFlat
- EVERTEC, Inc.EVTC421,810 shares · 0.1% of their software · price −$2.3M$13.2MFlat
- TeradataTDC418,468 shares · 0.1% of their software · price −$2.5M$13.0M−$1.6M
- ProgressPRGS282,303 shares · 0.1% of their software · price −$776K$12.0M−$1.2M
- F5, Inc.FFIV82,832 shares · 0.1% of their software · price −$688K$12.0M+$1.0M
- CommvaultCVLT188,908 shares · 0.1% of their software · price −$1.9M$10.0M−$1.6M
- ACI WorldwideACIW448,712 shares · 0.1% of their software · price −$2.2M$9.4MFlat
- PaymentusPAY864,519 shares · 0.1% of their software · price −$3.2M$8.4M+$748K
- BlackbaudBLKB186,055 shares · 0.1% of their software · price −$2.6M$8.2M−$1.4M
- Digital TurbineAPPS558,063 shares · 0.1% of their software · price −$1.7M$8.0MFlat
- InterDigital, Inc.IDCC191,490 shares · 0.1% of their software · price −$3.9M$7.7M−$1.4M
- SnowflakeSNOW44,988 shares · 0.1% of their software · price +$1.4M$7.6M−$11.4M
- LiveRamp Holdings, Inc.RAMP413,275 shares · 0.1% of their software · price −$3.2M$7.5MFlat
- Palo Alto NetworksPANW43,500 shares · 0.1% of their software · price −$14.4M$7.1M−$6.9M
- ePlus inc.PLUS169,890 shares · 0.1% of their software · price −$2.0M$7.1MFlat
- Agilysys, Inc.AGYS122,566 shares · 0.1% of their software · price +$990K$6.8MFlat
- Sabre CorporationSABR1,279,782 shares · 0.1% of their software · price −$870K$6.6MFlat
- HubSpotHUBS23,012 shares · 0.1% of their software · price −$703K$6.2M−$1.5M
- Donnelley Financial Solutions, Inc.DFIN164,433 shares · 0.1% of their software · price +$1.3M$6.1M−$792K
- Upbound Group, Inc.UPBD330,271 shares · 0.0% of their software · price −$641K$5.8MFlat
- A10 Networks, Inc.ATEN435,184 shares · 0.0% of their software$5.8MFlat
- Consensus Cloud Solutions, Inc.CCSI108,792 shares · 0.0% of their software$5.1MFlat
- Simulations PlusSLP101,756 shares · 0.0% of their software$4.9MFlat
- PDF Solutions, Inc.PDFS185,951 shares · 0.0% of their software · price +$562K$4.6MFlat
- Bentley SystemsBSY141,227 shares · 0.0% of their software$4.3MFlat
- Thryv Holdings, Inc.THRY188,827 shares · 0.0% of their software$4.3M+$1.8M
- CrowdStrikeCRWD25,764 shares · 0.0% of their software$4.2M−$17.1M
- Cerence Inc.CRNC261,945 shares · 0.0% of their software · price −$2.5M$4.1M−$856K
- CloudflareNET64,088 shares · 0.0% of their software · price +$741K$3.5M−$1.7M
- The Trade DeskTTD58,512 shares · 0.0% of their software · price +$1.0M$3.5M−$10.9M
- Uber Technologies, Inc.UBER131,347 shares · 0.0% of their software · price +$793K$3.5M−$1.0M
- DatadogDDOG30,669 shares · 0.0% of their software$2.7M−$11.0M
- 8x8EGHT743,399 shares · 0.0% of their software$2.6MFlat
- Check PointCHKP22,317 shares · 0.0% of their software$2.5M+$1.5M
- WorkdayWDAY15,103 shares · 0.0% of their software$2.3M−$864K
- ZoomZM28,543 shares · 0.0% of their software · price −$981K$2.1M−$765K
- OneSpan Inc.OSPN218,098 shares · 0.0% of their software · price −$718K$1.9MFlat
- BoxBOX72,149 shares · 0.0% of their software$1.8M−$2.3M
- PalantirPLTR209,067 shares · 0.0% of their software$1.7M−$702K
- ZscalerZS9,604 shares · 0.0% of their software$1.6M−$566K
- MongoDBMDB7,528 shares · 0.0% of their software$1.5M−$14.4M
- BILLBILL10,803 shares · 0.0% of their software$1.4M−$1.9M
- TwilioTWLO19,286 shares · 0.0% of their software$1.3MFlat
- ZoomInfoZI31,677 shares · 0.0% of their software$1.3M—
- GoDaddyGDDY17,555 shares · 0.0% of their software$1.2MFlat
- DocuSignDOCU22,769 shares · 0.0% of their software$1.2M−$515K
- SS&CSSNC24,711 shares · 0.0% of their software$1.2MFlat
- ShopifySHOP36,900 shares · 0.0% of their software$999K−$1.0M
- OpenTextOTEX37,020 shares · 0.0% of their software$984K−$4.0M
- OktaOKTA16,668 shares · 0.0% of their software · price −$559K$948KFlat
- UnityU23,695 shares · 0.0% of their software$755KFlat
- DropboxDBX32,040 shares · 0.0% of their software$664KFlat
- ProcorePCOR13,067 shares · 0.0% of their software$647KFlat
- ElasticESTC8,847 shares · 0.0% of their software$635KFlat
- Five9FIVN7,961 shares · 0.0% of their software$597KFlat
- TenableTENB15,860 shares · 0.0% of their software$552K−$27.7M
- WorkivaWK6,920 shares · 0.0% of their software$538KFlat
- SentinelOneS21,027 shares · 0.0% of their software$537KFlat
- UiPathPATH41,483 shares · 0.0% of their software$523KFlat
- AppLovinAPP25,736 shares · 0.0% of their software$502KFlat
- NutanixNTNX23,924 shares · 0.0% of their software$498KFlat
- ToastTOST28,744 shares · 0.0% of their software$481KFlat
- BlackLineBL7,989 shares · 0.0% of their software$479KFlat
- Lyft, Inc.LYFT35,244 shares · 0.0% of their software$464KFlat
- CertaraCERT32,132 shares · 0.0% of their software$427KFlat
- VaronisVRNS15,718 shares · 0.0% of their software$417KFlat
- RingCentralRNG9,830 shares · 0.0% of their software$393KFlat
- Definitive HealthcareDH24,794 shares · 0.0% of their software$385KFlat
- Rapid7RPD8,373 shares · 0.0% of their software$359KFlat
- StoneCo Ltd.STNE34,730 shares · 0.0% of their software$331KFlat
- DuolingoDUOL3,426 shares · 0.0% of their software$326K−$4.0M
- PhreesiaPHR11,984 shares · 0.0% of their software$305KFlat
- AppFolioAPPF2,773 shares · 0.0% of their software$290KFlat
- PagerDutyPD12,387 shares · 0.0% of their software$286KFlat
- International Money Express, Inc.IMXI11,952 shares · 0.0% of their software$272KFlat
- Shift4 Payments, Inc.FOUR6,009 shares · 0.0% of their software$268KFlat
- Q2QTWO8,133 shares · 0.0% of their software$262KFlat
- nCinoNCNO7,622 shares · 0.0% of their software$260KNew · Flat
- Alight, Inc.ALIT35,099 shares · 0.0% of their software$257KFlat
- Strategy IncMSTR1,210 shares · 0.0% of their software$257KNew · Flat
- N-ableNABL27,105 shares · 0.0% of their software$250KFlat
- Grab Holdings LimitedGRAB94,590 shares · 0.0% of their software$249KFlat
- AppianAPPN5,829 shares · 0.0% of their software$238KFlat
- AsanaASAN10,721 shares · 0.0% of their software$238KFlat
- Clear Secure, Inc.YOU9,056 shares · 0.0% of their software$207KNew · Flat
- Payoneer Global Inc.PAYO31,515 shares · 0.0% of their software$191KFlat
- CourseraCOUR16,416 shares · 0.0% of their software$177KFlat
- CCC Intelligent Solutions Holdings Inc.CCC19,044 shares · 0.0% of their software$173KFlat
- Remitly Global, Inc.RELY14,229 shares · 0.0% of their software$158KFlat
- Health CatalystHCAT11,754 shares · 0.0% of their software$114KNew · Flat
- FastlyFSLY11,531 shares · 0.0% of their software$106KNew · Flat
- Zeta GlobalZETA15,733 shares · 0.0% of their software$104KNew · Flat
- MagniteMGNI13,526 shares · 0.0% of their software$89KNew · Flat
- AvePointAVPT18,748 shares · 0.0% of their software$75KFlat
- Rimini Street, Inc.RMNI16,122 shares · 0.0% of their software$75KFlat
- YextYEXT16,361 shares · 0.0% of their software$73KFlat
- Blend Labs, Inc.BLND19,105 shares · 0.0% of their software$42KNew · Flat
- SmartRent, Inc.SMRT17,316 shares · 0.0% of their software$39KFlat