Principal Financial Group

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.

• AutodeskADSK−$65.3M$522M
• MicrosoftMSFT+$58.0M$4.8B
• Fair IsaacFICO−$48.8M$72.6M
• ProgressPRGS+$39.3M$60.4M
• WixWIX−$33.6M$202M

Software held

• MicrosoftMSFT16,619,801 shares · 35.4% of their software · price +$806M$4.8B+$58.0M
• CoStarCSGP19,276,710 shares · 9.8% of their software · price −$163M$1.3B−$30.8M
• Roper Technologies, Inc.ROP2,586,071 shares · 8.4% of their software · price +$22.2M$1.1B−$13.7M
• AdobeADBE2,147,020 shares · 6.1% of their software · price +$105M$827M−$24.1M
• IntuitINTU1,505,751 shares · 5.0% of their software · price +$85.2M$671MFlat
• AutodeskADSK2,508,965 shares · 3.9% of their software · price +$53.4M$522M−$65.3M
• VeriSign, Inc.VRSN2,467,840 shares · 3.9% of their software · price +$14.5M$522M−$19.0M
• Tyler TechnologiesTYL1,289,604 shares · 3.4% of their software · price +$41.6M$457M−$4.9M
• SalesforceCRM1,540,676 shares · 2.3% of their software · price +$104M$308MFlat
• VeriskVRSK1,439,728 shares · 2.0% of their software · price +$22.2M$276M−$28.9M
• WixWIX2,027,007 shares · 1.5% of their software · price +$46.6M$202M−$33.6M
• OracleORCL1,842,850 shares · 1.3% of their software · price +$20.6M$171MFlat
• SAPSAP1,173,599 shares · 1.1% of their software · price +$27.4M$149M−$33.1M
• ServiceNowNOW291,662 shares · 1.0% of their software · price +$22.3M$136MFlat
• Automatic Data Processing, Inc.ADP545,700 shares · 0.9% of their software · price −$8.9M$121MFlat
• Amdocs LimitedDOX1,220,658 shares · 0.9% of their software · price +$6.3M$117M+$12.3M
• NICENICE496,353 shares · 0.8% of their software · price +$18.2M$114M+$16.4M
• SynopsysSNPS257,408 shares · 0.7% of their software · price +$17.2M$99.4MFlat
• Manhattan AssociatesMANH625,432 shares · 0.7% of their software · price +$20.9M$96.8M+$3.6M
• CadenceCDNS437,161 shares · 0.7% of their software · price +$21.6M$91.8M−$3.8M
• Fiserv, Inc.FISV734,138 shares · 0.6% of their software · price +$8.8M$83.0M−$2.4M
• Fair IsaacFICO103,253 shares · 0.5% of their software · price +$10.7M$72.6M−$48.8M
• DoubleVerifyDV2,030,211 shares · 0.5% of their software · price +$16.6M$61.2M+$17.7M
• ProgressPRGS1,050,744 shares · 0.4% of their software · price +$7.4M$60.4M+$39.3M
• Paychex, Inc.PAYX472,554 shares · 0.4% of their software$54.1MFlat
• FortinetFTNT798,528 shares · 0.4% of their software · price +$14.0M$53.1MFlat
• Sprout SocialSPT833,488 shares · 0.4% of their software · price +$3.7M$50.7M−$3.4M
• DynatraceDT887,458 shares · 0.3% of their software · price +$3.5M$37.5M+$2.4M
• PaylocityPCTY184,167 shares · 0.3% of their software · price +$832K$36.6M−$996K
• WEX Inc.WEX197,058 shares · 0.3% of their software · price +$4.0M$36.2M+$4.1M
• DigitalOceanDOCN868,092 shares · 0.3% of their software · price +$11.9M$34.0MFlat
• SPS CommerceSPSC220,789 shares · 0.2% of their software · price +$5.3M$33.6M−$662K
• FlywireFLYW1,142,827 shares · 0.2% of their software · price +$5.6M$33.6M+$2.1M
• MorningstarMORN160,328 shares · 0.2% of their software · price −$2.2M$32.6M−$4.4M
• GuidewireGWRE389,126 shares · 0.2% of their software · price +$7.6M$31.9M−$18.5M
• HubSpotHUBS71,437 shares · 0.2% of their software · price +$10.0M$30.6M+$17.3M
• ProcorePCOR436,207 shares · 0.2% of their software · price +$6.7M$27.3MFlat
• The Trade DeskTTD441,078 shares · 0.2% of their software · price +$7.1M$26.9M+$4.7M
• DescartesDSGX317,100 shares · 0.2% of their software · price +$3.5M$25.6M−$2.3M
• BroadridgeBR160,443 shares · 0.2% of their software · price +$2.0M$23.5MFlat
• Euronet Worldwide, Inc.EEFT186,743 shares · 0.2% of their software · price +$3.3M$20.9MFlat
• FactSetFDS49,863 shares · 0.2% of their software · price +$692K$20.7MFlat
• DoximityDOCS635,768 shares · 0.2% of their software · price −$750K$20.6M+$709K
• PaycomPAYC63,459 shares · 0.1% of their software$19.3MFlat
• QualysQLYS147,250 shares · 0.1% of their software · price +$2.6M$19.1MFlat
• PTCPTC133,887 shares · 0.1% of their software · price +$1.1M$17.2MFlat
• NetApp, Inc.NTAP265,809 shares · 0.1% of their software · price +$1.0M$17.0MFlat
• AkamaiAKAM215,133 shares · 0.1% of their software · price −$1.3M$16.8MFlat
• TeradataTDC403,381 shares · 0.1% of their software · price +$2.7M$16.2MFlat
• TrimbleTRMB307,986 shares · 0.1% of their software · price +$573K$16.1MFlat
• CertaraCERT636,688 shares · 0.1% of their software · price +$5.1M$15.4M+$10.0M
• Alarm.com Holdings, Inc.ALRM301,060 shares · 0.1% of their software$15.1MFlat
• CloudflareNET244,099 shares · 0.1% of their software · price +$4.0M$15.1M+$7.5M
• EVERTEC, Inc.EVTC402,222 shares · 0.1% of their software · price +$551K$13.6MFlat
• Gen DigitalGEN784,253 shares · 0.1% of their software · price −$3.3M$13.5MFlat
• ShopifySHOP278,367 shares · 0.1% of their software · price +$3.7M$13.3M−$654K
• ACI WorldwideACIW464,345 shares · 0.1% of their software · price +$1.8M$12.5MFlat
• InterDigital, Inc.IDCC169,234 shares · 0.1% of their software · price +$4.0M$12.3M−$991K
• BlackbaudBLKB177,199 shares · 0.1% of their software · price +$1.8M$12.3MFlat
• Calix, Inc.CALX226,030 shares · 0.1% of their software · price −$3.4M$12.1M−$22.4M
• NetScout Systems, Inc.NTCT419,444 shares · 0.1% of their software · price −$1.6M$12.0MFlat
• F5, Inc.FFIV78,012 shares · 0.1% of their software$11.4MFlat
• SnowflakeSNOW72,016 shares · 0.1% of their software · price +$774K$11.1M−$3.4M
• CommvaultCVLT182,588 shares · 0.1% of their software · price −$1.1M$10.4MFlat
• Agilysys, Inc.AGYS120,189 shares · 0.1% of their software$9.9MFlat
• Bentley SystemsBSY228,716 shares · 0.1% of their software · price +$1.4M$9.8M+$2.7M
• LiveRamp Holdings, Inc.RAMP390,494 shares · 0.1% of their software · price −$590K$8.6MFlat
• Sabre CorporationSABR1,981,450 shares · 0.1% of their software · price −$3.7M$8.5MFlat
• ePlus inc.PLUS164,993 shares · 0.1% of their software · price +$785K$8.1MFlat
• Payoneer Global Inc.PAYO1,278,679 shares · 0.1% of their software · price +$1.0M$8.0MFlat
• PDF Solutions, Inc.PDFS178,315 shares · 0.1% of their software · price +$2.5M$7.6MFlat
• Upbound Group, Inc.UPBD302,672 shares · 0.1% of their software · price +$593K$7.4MFlat
• Cerence Inc.CRNC255,662 shares · 0.1% of their software · price +$2.4M$7.2MFlat
• Digital TurbineAPPS545,327 shares · 0.0% of their software · price −$1.6M$6.7MFlat
• Donnelley Financial Solutions, Inc.DFIN151,369 shares · 0.0% of their software$6.2MFlat
• A10 Networks, Inc.ATEN399,122 shares · 0.0% of their software$6.2MFlat
• Adeia Inc.ADEA652,652 shares · 0.0% of their software$5.8MFlat
• N-ableNABL402,830 shares · 0.0% of their software · price +$1.2M$5.3MNew · +$4.1M
• PhreesiaPHR151,769 shares · 0.0% of their software$4.9MNew · +$4.9M
• VeevaVEEV24,067 shares · 0.0% of their software · price +$539K$4.4M−$7.7M
• Simulations PlusSLP99,682 shares · 0.0% of their software · price +$735K$4.4MFlat
• Thryv Holdings, Inc.THRY184,879 shares · 0.0% of their software · price +$751K$4.3MFlat
• UiPathPATH228,517 shares · 0.0% of their software · price +$1.1M$4.0M+$2.4M
• Palo Alto NetworksPANW18,924 shares · 0.0% of their software · price +$1.1M$3.8M−$3.4M
• OneSpan Inc.OSPN213,710 shares · 0.0% of their software · price +$1.3M$3.7MFlat
• Consensus Cloud Solutions, Inc.CCSI106,759 shares · 0.0% of their software · price −$2.1M$3.6MFlat
• FreshworksFRSH234,299 shares · 0.0% of their software$3.6MNew · +$3.4M
• Uber Technologies, Inc.UBER111,010 shares · 0.0% of their software · price +$774K$3.5M−$554K
• CrowdStrikeCRWD23,436 shares · 0.0% of their software · price +$749K$3.2M−$5.3M
• 8x8EGHT707,176 shares · 0.0% of their software$2.9M—
• Xperi Inc.XPER253,982 shares · 0.0% of their software · price +$589K$2.8MFlat
• WorkdayWDAY12,672 shares · 0.0% of their software$2.6MFlat
• DatadogDDOG28,420 shares · 0.0% of their software$2.1MFlat
• ZoomZM26,347 shares · 0.0% of their software$1.9MFlat
• Check PointCHKP14,519 shares · 0.0% of their software$1.9MFlat
• PalantirPLTR196,391 shares · 0.0% of their software$1.7MFlat
• MongoDBMDB7,068 shares · 0.0% of their software$1.6MFlat
• AtlassianTEAM9,246 shares · 0.0% of their software$1.6MFlat
• OpenTextOTEX40,967 shares · 0.0% of their software$1.6MFlat
• OktaOKTA15,260 shares · 0.0% of their software$1.3MFlat
• SS&CSSNC22,056 shares · 0.0% of their software$1.2MFlat
• GoDaddyGDDY15,831 shares · 0.0% of their software$1.2MFlat
• DocuSignDOCU20,993 shares · 0.0% of their software$1.2MFlat
• TwilioTWLO17,793 shares · 0.0% of their software$1.2MFlat
• BoxBOX43,700 shares · 0.0% of their software$1.2MFlat
• ZscalerZS8,996 shares · 0.0% of their software$1.1MFlat
• StoneCo Ltd.STNE106,719 shares · 0.0% of their software$1.0MFlat
• UnityU24,778 shares · 0.0% of their software$804KFlat
• BILLBILL9,882 shares · 0.0% of their software$802KFlat
• Block, Inc.XYZ11,512 shares · 0.0% of their software$790KFlat
• ZoomInfoZI31,717 shares · 0.0% of their software$784K—
• Remitly Global, Inc.RELY46,006 shares · 0.0% of their software$780KFlat
• DropboxDBX28,603 shares · 0.0% of their software$618KFlat
• NutanixNTNX23,768 shares · 0.0% of their software$618KFlat
• TenableTENB12,327 shares · 0.0% of their software$586KFlat
• VertexVERX28,032 shares · 0.0% of their software$580KNew · Flat
• ToastTOST30,321 shares · 0.0% of their software$538K−$3.1M
• WorkivaWK5,237 shares · 0.0% of their software$536KFlat
• Five9FIVN7,376 shares · 0.0% of their software$533KFlat
• Q2QTWO19,772 shares · 0.0% of their software$487KFlat
• ElasticESTC8,148 shares · 0.0% of their software$472KFlat
• Shift4 Payments, Inc.FOUR5,399 shares · 0.0% of their software$409KFlat
• BlackLineBL6,088 shares · 0.0% of their software$409KFlat
• Alight, Inc.ALIT43,853 shares · 0.0% of their software$404KFlat
• DuolingoDUOL2,642 shares · 0.0% of their software$377KFlat
• AppLovinAPP23,617 shares · 0.0% of their software$372KFlat
• PagerDutyPD9,528 shares · 0.0% of their software$333KFlat
• SentinelOneS19,690 shares · 0.0% of their software$322KFlat
• Lyft, Inc.LYFT34,095 shares · 0.0% of their software$316KFlat
• Strategy IncMSTR1,081 shares · 0.0% of their software$316KNew · Flat
• RingCentralRNG10,084 shares · 0.0% of their software$309KFlat
• International Money Express, Inc.IMXI11,934 shares · 0.0% of their software$308KFlat
• VaronisVRNS11,772 shares · 0.0% of their software$306KFlat
• Rapid7RPD6,505 shares · 0.0% of their software$299KFlat
• AppFolioAPPF2,147 shares · 0.0% of their software$267KFlat
• PubMaticPUBM18,877 shares · 0.0% of their software$261KFlat
• Grab Holdings LimitedGRAB85,708 shares · 0.0% of their software$258KFlat
• FastlyFSLY12,936 shares · 0.0% of their software$230KNew · Flat
• C3.aiAI6,752 shares · 0.0% of their software$227KNew · Flat
• Repay Holdings CorporationRPAY33,855 shares · 0.0% of their software$222KFlat
• PegasystemsPEGA4,342 shares · 0.0% of their software$211KNew · Flat
• Health CatalystHCAT17,436 shares · 0.0% of their software$203KFlat
• CCC Intelligent Solutions Holdings Inc.CCC17,833 shares · 0.0% of their software$160KFlat
• CourseraCOUR12,554 shares · 0.0% of their software$145KFlat
• MagniteMGNI15,081 shares · 0.0% of their software$140KNew · Flat
• Zeta GlobalZETA12,138 shares · 0.0% of their software$131KFlat
• YextYEXT12,377 shares · 0.0% of their software$119KFlat
• Mitek Systems, Inc.MITK10,268 shares · 0.0% of their software$98KFlat
• AvePointAVPT14,307 shares · 0.0% of their software$59KFlat
• SmartRent, Inc.SMRT13,529 shares · 0.0% of their software$34KFlat
• Blend Labs, Inc.BLND21,718 shares · 0.0% of their software$22KFlat