Generalist · Des Moines, IA
Principal Financial Group
Q4 2023 · compared with Q3 2023
Filed as Principal Financial Group INC
- Software
- $16.6B
- Weight of 13F
- 10.6%
- Names
- 162
- Net bought
- +$62.9M
Filed 7 February 2024 · SEC filing.
2,413 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
- MicrosoftMSFT15,510,618 shares · 35.1% of their software · price +$935M$5.8BFlat
- CoStarCSGP19,805,733 shares · 10.4% of their software · price +$208M$1.7BFlat
- Roper Technologies, Inc.ROP2,519,954 shares · 8.3% of their software · price +$153M$1.4BFlat
- AdobeADBE2,025,311 shares · 7.3% of their software · price +$176M$1.2BFlat
- IntuitINTU1,377,312 shares · 5.2% of their software · price +$157M$861MFlat
- Tyler TechnologiesTYL1,268,230 shares · 3.2% of their software · price +$40.6M$530MFlat
- AutodeskADSK2,169,743 shares · 3.2% of their software · price +$79.3M$528M−$6.1M
- VeriSign, Inc.VRSN2,374,995 shares · 2.9% of their software · price +$8.1M$489MFlat
- SalesforceCRM1,665,132 shares · 2.6% of their software · price +$101M$438M+$20.9M
- VeriskVRSK1,375,943 shares · 2.0% of their software · price +$3.6M$329M−$15.9M
- Fair IsaacFICO273,940 shares · 1.9% of their software · price +$80.9M$319M+$29.8M
- OracleORCL1,790,130 shares · 1.1% of their software · price −$877K$189MFlat
- ServiceNowNOW255,127 shares · 1.1% of their software · price +$37.6M$180M−$5.7M
- Uber Technologies, Inc.UBER2,300,656 shares · 0.9% of their software · price +$35.8M$142M+$99.9M
- SynopsysSNPS259,177 shares · 0.8% of their software · price +$14.5M$133M−$2.4M
- Automatic Data Processing, Inc.ADP519,183 shares · 0.7% of their software · price −$4.0M$121M−$3.5M
- WixWIX969,503 shares · 0.7% of their software · price +$30.3M$119MFlat
- Manhattan AssociatesMANH502,550 shares · 0.7% of their software · price +$8.9M$108M+$2.5M
- CadenceCDNS391,981 shares · 0.6% of their software · price +$14.9M$107M+$4.1M
- Amdocs LimitedDOX1,201,179 shares · 0.6% of their software · price +$4.1M$106M+$2.3M
- Palo Alto NetworksPANW355,628 shares · 0.6% of their software · price +$21.5M$105M−$5.9M
- Fiserv, Inc.FISV725,665 shares · 0.6% of their software · price +$14.4M$96.4M−$1.5M
- SAPSAP512,688 shares · 0.5% of their software · price +$13.0M$79.3M+$905K
- DoubleVerifyDV2,131,473 shares · 0.5% of their software · price +$18.8M$78.4M+$5.2M
- DynatraceDT1,036,209 shares · 0.3% of their software · price +$8.2M$56.7M+$5.5M
- ProgressPRGS1,026,458 shares · 0.3% of their software · price +$1.8M$55.7MFlat
- GoDaddyGDDY521,060 shares · 0.3% of their software · price +$16.5M$55.3M−$1.9M
- MorningstarMORN187,963 shares · 0.3% of their software · price +$9.8M$53.8M−$4.3M
- Sprout SocialSPT867,629 shares · 0.3% of their software · price +$10.0M$53.3MFlat
- Paychex, Inc.PAYX423,568 shares · 0.3% of their software · price +$1.6M$50.5M−$666K
- FortinetFTNT805,400 shares · 0.3% of their software$47.1M+$2.6M
- SPS CommerceSPSC197,048 shares · 0.2% of their software · price +$4.6M$38.2M−$595K
- DigitalOceanDOCN861,019 shares · 0.2% of their software · price +$10.9M$31.6MFlat
- VaronisVRNS679,520 shares · 0.2% of their software · price +$10.0M$30.8M+$20.4M
- WEX Inc.WEX157,734 shares · 0.2% of their software · price +$1.0M$30.7M−$4.5M
- QualysQLYS151,120 shares · 0.2% of their software · price +$6.6M$29.7M+$691K
- BroadridgeBR142,198 shares · 0.2% of their software · price +$3.8M$29.3M−$636K
- DropboxDBX950,361 shares · 0.2% of their software · price +$2.1M$28.0MFlat
- PaylocityPCTY163,764 shares · 0.2% of their software · price −$2.8M$27.0MFlat
- MongoDBMDB64,333 shares · 0.2% of their software · price +$4.1M$26.3M−$948K
- PTCPTC145,685 shares · 0.2% of their software · price +$4.8M$25.5MFlat
- NetApp, Inc.NTAP273,991 shares · 0.1% of their software · price +$3.4M$24.2M+$802K
- DescartesDSGX281,210 shares · 0.1% of their software · price +$3.0M$23.7MFlat
- AkamaiAKAM199,789 shares · 0.1% of their software · price +$2.4M$23.6M−$518K
- FactSetFDS48,922 shares · 0.1% of their software · price +$1.9M$23.3MFlat
- Bentley SystemsBSY426,535 shares · 0.1% of their software · price +$862K$22.3M+$2.9M
- FlywireFLYW959,933 shares · 0.1% of their software · price −$8.4M$22.2M−$8.0M
- ZoomInfoZI1,094,512 shares · 0.1% of their software$20.2M—
- ZscalerZS88,592 shares · 0.1% of their software · price +$5.8M$19.6M+$12.1M
- SnowflakeSNOW97,788 shares · 0.1% of their software · price +$4.5M$19.5M+$2.2M
- The Trade DeskTTD258,699 shares · 0.1% of their software · price −$1.6M$18.6M−$7.2M
- ACI WorldwideACIW601,632 shares · 0.1% of their software · price +$4.8M$18.4M+$3.9M
- Alarm.com Holdings, Inc.ALRM270,904 shares · 0.1% of their software · price +$943K$17.5MFlat
- Gen DigitalGEN760,043 shares · 0.1% of their software · price +$3.9M$17.3M−$610K
- EVERTEC, Inc.EVTC403,652 shares · 0.1% of their software · price +$1.5M$16.5M+$523K
- Euronet Worldwide, Inc.EEFT162,196 shares · 0.1% of their software · price +$3.6M$16.5M−$1.0M
- InterDigital, Inc.IDCC149,415 shares · 0.1% of their software · price +$4.2M$16.2MFlat
- TeradataTDC363,247 shares · 0.1% of their software · price −$549K$15.8MFlat
- F5, Inc.FFIV87,325 shares · 0.1% of their software · price +$1.6M$15.6M+$1.8M
- TrimbleTRMB284,237 shares · 0.1% of their software$15.1MFlat
- CommvaultCVLT177,881 shares · 0.1% of their software · price +$2.2M$14.2MFlat
- BlackbaudBLKB160,493 shares · 0.1% of their software · price +$2.6M$13.9MFlat
- DatadogDDOG111,802 shares · 0.1% of their software · price +$3.4M$13.6M−$3.8M
- PaycomPAYC65,031 shares · 0.1% of their software · price −$3.4M$13.4MFlat
- VeevaVEEV68,354 shares · 0.1% of their software · price −$747K$13.2M−$1.1M
- LiveRamp Holdings, Inc.RAMP341,512 shares · 0.1% of their software · price +$3.1M$12.9MFlat
- DoximityDOCS436,451 shares · 0.1% of their software · price +$3.0M$12.2M−$602K
- FreshworksFRSH511,146 shares · 0.1% of their software · price +$1.8M$12.0M+$3.5M
- DuolingoDUOL49,969 shares · 0.1% of their software · price +$3.0M$11.3MFlat
- ePlus inc.PLUS140,320 shares · 0.1% of their software · price +$2.3M$11.2MFlat
- ShopifySHOP131,540 shares · 0.1% of their software · price +$3.1M$10.3M−$5.3M
- SchrödingerSDGR284,501 shares · 0.1% of their software · price +$2.1M$10.2MFlat
- SamsaraIOT297,789 shares · 0.1% of their software · price +$2.4M$9.9M−$11.3M
- CertaraCERT554,558 shares · 0.1% of their software · price +$1.7M$9.8MFlat
- Agilysys, Inc.AGYS113,057 shares · 0.1% of their software · price +$2.1M$9.6MFlat
- Calix, Inc.CALX218,359 shares · 0.1% of their software$9.5MFlat
- Donnelley Financial Solutions, Inc.DFIN142,795 shares · 0.1% of their software · price +$870K$8.9MFlat
- Sabre CorporationSABR1,970,953 shares · 0.1% of their software$8.7M+$829K
- NCR Atleos CorporationNATL344,742 shares · 0.1% of their software$8.4MNew · +$8.4M
- NetScout Systems, Inc.NTCT369,757 shares · 0.0% of their software · price −$2.2M$8.1M−$517K
- Clearwater AnalyticsCWAN397,941 shares · 0.0% of their software$8.0M—
- Upbound Group, Inc.UPBD232,864 shares · 0.0% of their software · price +$1.1M$7.9MFlat
- Payoneer Global Inc.PAYO1,515,870 shares · 0.0% of their software · price −$1.4M$7.9MFlat
- TwilioTWLO99,759 shares · 0.0% of their software · price +$1.7M$7.6M−$6.3M
- Adeia Inc.ADEA588,184 shares · 0.0% of their software · price +$1.0M$7.3MFlat
- CloudflareNET76,017 shares · 0.0% of their software · price +$1.5M$6.3MFlat
- VertexVERX233,813 shares · 0.0% of their software · price +$898K$6.3M+$3.4M
- BrazeBRZE116,989 shares · 0.0% of their software · price +$749K$6.2M+$1.1M
- HubSpotHUBS10,567 shares · 0.0% of their software · price +$930K$6.1M−$19.6M
- StoneCo Ltd.STNE340,228 shares · 0.0% of their software · price +$2.5M$6.1MSplit
- CrowdStrikeCRWD22,158 shares · 0.0% of their software · price +$1.9M$5.7M−$676K
- Endava plcDAVA71,307 shares · 0.0% of their software · price +$1.5M$5.6MNew · +$4.1M
- CourseraCOUR283,736 shares · 0.0% of their software$5.5M+$1.7M
- PDF Solutions, Inc.PDFS166,270 shares · 0.0% of their software$5.3MFlat
- A10 Networks, Inc.ATEN390,375 shares · 0.0% of their software · price −$726K$5.1MFlat
- N-ableNABL377,059 shares · 0.0% of their software$5.0MFlat
- Cerence Inc.CRNC210,273 shares · 0.0% of their software$4.1MFlat
- Check PointCHKP27,026 shares · 0.0% of their software · price +$527K$4.1M+$1.5M
- Simulations PlusSLP86,939 shares · 0.0% of their software$3.9MFlat
- ElasticESTC31,405 shares · 0.0% of their software · price +$988K$3.5M+$1.8M
- PalantirPLTR197,767 shares · 0.0% of their software$3.4M−$542K
- Thryv Holdings, Inc.THRY161,341 shares · 0.0% of their software$3.3MFlat
- Block, Inc.XYZ42,334 shares · 0.0% of their software · price +$1.4M$3.3MFlat
- Digital TurbineAPPS475,690 shares · 0.0% of their software$3.3MFlat
- WorkdayWDAY11,254 shares · 0.0% of their software · price +$689K$3.1MFlat
- SprinklrCXM220,750 shares · 0.0% of their software$2.7M−$1.4M
- Xperi Inc.XPER226,461 shares · 0.0% of their software$2.5MFlat
- Consensus Cloud Solutions, Inc.CCSI92,919 shares · 0.0% of their software$2.4MFlat
- AtlassianTEAM8,689 shares · 0.0% of their software$2.1MFlat
- Q2QTWO39,605 shares · 0.0% of their software$1.7M+$514K
- OpenTextOTEX39,600 shares · 0.0% of their software$1.7MFlat
- DocuSignDOCU20,893 shares · 0.0% of their software$1.2MFlat
- ZoomZM16,043 shares · 0.0% of their software$1.2MFlat
- AppFolioAPPF6,165 shares · 0.0% of their software$1.1MFlat
- UnityU23,270 shares · 0.0% of their software$952KFlat
- OktaOKTA10,219 shares · 0.0% of their software$925KFlat
- UiPathPATH36,150 shares · 0.0% of their software$898KFlat
- Strategy IncMSTR1,413 shares · 0.0% of their software$892KFlat
- SS&CSSNC13,690 shares · 0.0% of their software$837KFlat
- NutanixNTNX17,531 shares · 0.0% of their software$836KFlat
- ToastTOST36,602 shares · 0.0% of their software$668KFlat
- Repay Holdings CorporationRPAY72,707 shares · 0.0% of their software$621KFlat
- AppLovinAPP15,548 shares · 0.0% of their software$620K−$3.0M
- TenableTENB13,195 shares · 0.0% of their software$608KFlat
- Five9FIVN7,564 shares · 0.0% of their software$595KFlat
- GuidewireGWRE5,397 shares · 0.0% of their software$588KFlat
- WorkivaWK5,735 shares · 0.0% of their software$582KFlat
- GitLabGTLB9,102 shares · 0.0% of their software$573KFlat
- ProcorePCOR8,130 shares · 0.0% of their software$563K−$828K
- Lyft, Inc.LYFT35,607 shares · 0.0% of their software$534KFlat
- International Money Express, Inc.IMXI23,941 shares · 0.0% of their software$529KFlat
- BILLBILL6,453 shares · 0.0% of their software$527KFlat
- Grab Holdings LimitedGRAB136,639 shares · 0.0% of their software$460KFlat
- Alight, Inc.ALIT52,245 shares · 0.0% of their software$446KFlat
- SentinelOneS16,146 shares · 0.0% of their software$443KFlat
- PubMaticPUBM26,418 shares · 0.0% of their software$431KFlat
- Shift4 Payments, Inc.FOUR5,741 shares · 0.0% of their software$427KFlat
- BoxBOX16,300 shares · 0.0% of their software$417KFlat
- BlackLineBL6,571 shares · 0.0% of their software$410KFlat
- Rapid7RPD6,998 shares · 0.0% of their software$400KFlat
- monday.comMNDY1,914 shares · 0.0% of their software$359KFlat
- Health CatalystHCAT32,724 shares · 0.0% of their software$303KFlat
- RingCentralRNG8,853 shares · 0.0% of their software$301KFlat
- Remitly Global, Inc.RELY15,377 shares · 0.0% of their software$299K−$588K
- PagSeguro Digital Ltd.PAGS23,926 shares · 0.0% of their software$298KFlat
- Mitek Systems, Inc.MITK22,133 shares · 0.0% of their software$289KFlat
- C3.aiAI9,584 shares · 0.0% of their software$275KNew · Flat
- i3 Verticals, Inc.IIIV12,234 shares · 0.0% of their software$259KFlat
- Global-EGLBE6,512 shares · 0.0% of their software$258KFlat
- 8x8EGHT67,209 shares · 0.0% of their software$254K—
- FastlyFSLY14,166 shares · 0.0% of their software$252KFlat
- PagerDutyPD10,466 shares · 0.0% of their software$242KFlat
- PegasystemsPEGA4,705 shares · 0.0% of their software$230KFlat
- MagniteMGNI16,394 shares · 0.0% of their software$153KFlat
- CCC Intelligent Solutions Holdings Inc.CCC12,688 shares · 0.0% of their software$145KFlat
- AvePointAVPT17,159 shares · 0.0% of their software$141KFlat
- Zeta GlobalZETA15,897 shares · 0.0% of their software$140KFlat
- SmartRent, Inc.SMRT23,369 shares · 0.0% of their software$75KFlat
- YextYEXT12,471 shares · 0.0% of their software$73KFlat
- SoundHound AI, Inc.SOUN15,931 shares · 0.0% of their software$34KFlat
- Ribbon Communications Inc.RBBN11,211 shares · 0.0% of their software$33KFlat
- Kaltura, Inc.KLTR10,362 shares · 0.0% of their software$20KNew · Flat