Generalist · Des Moines, IA
Principal Financial Group
Q1 2024 · compared with Q4 2023
Filed as Principal Financial Group INC
- Software
- $18.1B
- Weight of 13F
- 10.6%
- Names
- 162
- Net bought
- +$357M
Filed 29 April 2024 · SEC filing.
2,425 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
- MicrosoftMSFT15,327,274 shares · 35.6% of their software · price +$685M$6.4B−$68.9M
- CoStarCSGP19,592,181 shares · 10.5% of their software · price +$180M$1.9B−$18.7M
- Roper Technologies, Inc.ROP2,581,710 shares · 8.0% of their software · price +$40.5M$1.4B+$33.7M
- AdobeADBE1,963,444 shares · 5.5% of their software · price −$181M$991M−$36.9M
- IntuitINTU1,351,492 shares · 4.9% of their software · price +$33.7M$878M−$16.1M
- Tyler TechnologiesTYL1,309,715 shares · 3.1% of their software · price +$9.0M$557M+$17.3M
- AutodeskADSK2,028,652 shares · 2.9% of their software · price +$34.4M$528M−$34.4M
- SalesforceCRM1,717,204 shares · 2.9% of their software · price +$65.3M$517M+$13.7M
- Fair IsaacFICO356,639 shares · 2.5% of their software · price +$30.5M$446M+$96.3M
- VeriSign, Inc.VRSN2,327,226 shares · 2.4% of their software · price −$38.3M$441M−$9.8M
- VeriskVRSK1,179,427 shares · 1.5% of their software · price −$3.7M$278M−$46.9M
- OracleORCL2,212,296 shares · 1.5% of their software · price +$44.6M$278M+$44.5M
- CCC Intelligent Solutions Holdings Inc.CCC18,329,069 shares · 1.2% of their software · price +$10.4M$219M+$209M
- ServiceNowNOW253,795 shares · 1.1% of their software · price +$14.2M$193MFlat
- Uber Technologies, Inc.UBER2,311,109 shares · 1.0% of their software · price +$35.6M$178MFlat
- SynopsysSNPS248,042 shares · 0.8% of their software · price +$14.0M$142M−$5.7M
- Fiserv, Inc.FISV832,138 shares · 0.7% of their software · price +$22.5M$133M+$14.1M
- WixWIX945,625 shares · 0.7% of their software · price +$13.7M$130M−$2.9M
- Manhattan AssociatesMANH512,603 shares · 0.7% of their software · price +$17.9M$128M+$2.2M
- Automatic Data Processing, Inc.ADP511,200 shares · 0.7% of their software · price +$8.6M$128M−$1.9M
- CadenceCDNS399,837 shares · 0.7% of their software · price +$15.6M$124M+$2.1M
- SAPSAP621,417 shares · 0.7% of their software · price +$25.1M$121M+$16.8M
- Palo Alto NetworksPANW379,451 shares · 0.6% of their software · price −$4.1M$108M+$7.0M
- Amdocs LimitedDOX1,162,790 shares · 0.6% of their software · price +$2.9M$105M−$3.4M
- VaronisVRNS1,503,683 shares · 0.4% of their software · price +$2.8M$70.9M+$37.3M
- DoubleVerifyDV2,003,272 shares · 0.4% of their software · price −$3.2M$70.4M−$4.7M
- GoDaddyGDDY531,809 shares · 0.3% of their software · price +$6.7M$63.1M+$1.1M
- MorningstarMORN187,631 shares · 0.3% of their software · price +$4.2M$57.9MFlat
- ProgressPRGS1,032,624 shares · 0.3% of their software · price −$1.0M$55.0MFlat
- FortinetFTNT793,915 shares · 0.3% of their software · price +$7.8M$54.2M−$672K
- Sprout SocialSPT881,101 shares · 0.3% of their software · price −$1.5M$52.6M+$828K
- Paychex, Inc.PAYX419,969 shares · 0.3% of their software · price +$1.5M$51.6MFlat
- DynatraceDT944,302 shares · 0.2% of their software · price −$7.8M$43.9M−$5.0M
- WEX Inc.WEX161,266 shares · 0.2% of their software · price +$6.9M$38.3M+$687K
- AppFolioAPPF151,646 shares · 0.2% of their software · price +$11.1M$37.4M+$25.2M
- SPS CommerceSPSC198,427 shares · 0.2% of their software · price −$1.8M$36.7MFlat
- JFrogFROG803,254 shares · 0.2% of their software · price +$7.7M$35.5MNew · +$27.8M
- DigitalOceanDOCN921,619 shares · 0.2% of their software · price +$1.4M$35.2M+$2.2M
- BroadridgeBR144,494 shares · 0.2% of their software$29.6MFlat
- NetApp, Inc.NTAP281,719 shares · 0.2% of their software · price +$4.7M$29.6M+$681K
- PaylocityPCTY167,287 shares · 0.2% of their software · price +$1.2M$28.7M+$581K
- PTCPTC146,878 shares · 0.2% of their software · price +$2.1M$27.8MFlat
- Corpay, Inc.CPAY88,062 shares · 0.2% of their software · price +$2.3M$27.2MNew · +$24.9M
- FlywireFLYW1,061,546 shares · 0.1% of their software · price +$1.8M$26.3M+$2.4M
- QualysQLYS155,533 shares · 0.1% of their software · price −$4.6M$26.0M+$866K
- DropboxDBX968,474 shares · 0.1% of their software · price −$5.0M$23.5M+$534K
- BoxBOX813,234 shares · 0.1% of their software · price +$2.2M$23.0M+$20.4M
- FactSetFDS49,850 shares · 0.1% of their software · price −$1.1M$22.7MFlat
- DescartesDSGX243,800 shares · 0.1% of their software · price +$1.8M$22.3M−$3.1M
- AkamaiAKAM202,921 shares · 0.1% of their software · price −$1.9M$22.1MFlat
- HubSpotHUBS34,143 shares · 0.1% of their software · price +$1.6M$21.4M+$13.7M
- TrimbleTRMB324,900 shares · 0.1% of their software · price +$3.6M$20.9M+$2.2M
- ACI WorldwideACIW601,743 shares · 0.1% of their software · price +$1.6M$20.0MFlat
- Alarm.com Holdings, Inc.ALRM272,963 shares · 0.1% of their software · price +$2.1M$19.8MFlat
- PalantirPLTR805,428 shares · 0.1% of their software · price +$4.7M$18.5M+$10.4M
- Euronet Worldwide, Inc.EEFT165,479 shares · 0.1% of their software · price +$1.4M$18.2MFlat
- The Trade DeskTTD207,933 shares · 0.1% of their software · price +$3.2M$18.2M−$3.7M
- CrowdStrikeCRWD56,391 shares · 0.1% of their software · price +$3.7M$18.1M+$8.7M
- CommvaultCVLT177,773 shares · 0.1% of their software · price +$3.8M$18.0MFlat
- ZoomInfoZI1,118,352 shares · 0.1% of their software$17.9M—
- VeevaVEEV74,630 shares · 0.1% of their software · price +$2.9M$17.3M+$1.2M
- BlackLineBL265,845 shares · 0.1% of their software · price +$569K$17.2M+$16.2M
- Gen DigitalGEN764,211 shares · 0.1% of their software$17.1MFlat
- F5, Inc.FFIV89,991 shares · 0.1% of their software · price +$955K$17.1MFlat
- CloudflareNET174,459 shares · 0.1% of their software · price +$2.4M$16.9M+$8.2M
- InterDigital, Inc.IDCC151,173 shares · 0.1% of their software$16.1MFlat
- EVERTEC, Inc.EVTC362,410 shares · 0.1% of their software$14.5M−$1.7M
- TeradataTDC369,976 shares · 0.1% of their software · price −$1.8M$14.3MFlat
- ZscalerZS71,412 shares · 0.1% of their software · price −$2.1M$13.8M−$3.8M
- DatadogDDOG108,943 shares · 0.1% of their software$13.5MFlat
- SnowflakeSNOW80,859 shares · 0.1% of their software · price −$3.0M$13.1M−$3.4M
- DuolingoDUOL58,680 shares · 0.1% of their software$12.9M+$2.0M
- BlackbaudBLKB171,822 shares · 0.1% of their software · price −$2.2M$12.7M+$982K
- LiveRamp Holdings, Inc.RAMP367,983 shares · 0.1% of their software · price −$1.2M$12.7M+$1.0M
- DoximityDOCS460,444 shares · 0.1% of their software · price −$520K$12.4M+$673K
- PaycomPAYC61,417 shares · 0.1% of their software$12.2M−$747K
- ePlus inc.PLUS146,788 shares · 0.1% of their software$11.5M+$516K
- Calix, Inc.CALX305,569 shares · 0.1% of their software · price −$3.2M$10.1M+$3.8M
- CertaraCERT554,619 shares · 0.1% of their software$9.9MFlat
- Strategy IncMSTR5,794 shares · 0.1% of their software · price +$6.2M$9.9M+$2.8M
- Agilysys, Inc.AGYS115,398 shares · 0.1% of their software$9.7MFlat
- MongoDBMDB26,853 shares · 0.1% of their software · price −$1.3M$9.6M−$15.3M
- monday.comMNDY42,510 shares · 0.1% of their software · price +$1.6M$9.6M+$7.6M
- VertexVERX293,760 shares · 0.1% of their software · price +$1.4M$9.3M+$1.6M
- Donnelley Financial Solutions, Inc.DFIN142,769 shares · 0.0% of their software$8.9MFlat
- ElasticESTC87,183 shares · 0.0% of their software · price −$1.1M$8.7M+$6.3M
- Upbound Group, Inc.UPBD247,592 shares · 0.0% of their software$8.7M+$500K
- Bentley SystemsBSY163,313 shares · 0.0% of their software$8.5M−$13.7M
- ShopifySHOP109,986 shares · 0.0% of their software$8.5M−$1.7M
- SprinklrCXM690,055 shares · 0.0% of their software$8.5M+$5.7M
- NetScout Systems, Inc.NTCT368,462 shares · 0.0% of their software$8.0MFlat
- SchrödingerSDGR285,034 shares · 0.0% of their software · price −$2.5M$7.7MFlat
- Payoneer Global Inc.PAYO1,579,996 shares · 0.0% of their software · price −$553K$7.7MFlat
- NCR Atleos CorporationNATL345,124 shares · 0.0% of their software · price −$1.6M$6.8MFlat
- Adeia Inc.ADEA596,034 shares · 0.0% of their software · price −$876K$6.5MFlat
- PDF Solutions, Inc.PDFS159,575 shares · 0.0% of their software$5.4MFlat
- N-ableNABL396,039 shares · 0.0% of their software$5.2MFlat
- A10 Networks, Inc.ATEN364,388 shares · 0.0% of their software$5.0MFlat
- Sabre CorporationSABR1,966,579 shares · 0.0% of their software · price −$3.9M$4.8MFlat
- Check PointCHKP26,814 shares · 0.0% of their software$4.4MFlat
- Lyft, Inc.LYFT222,685 shares · 0.0% of their software · price +$971K$4.3M+$2.8M
- Block, Inc.XYZ50,066 shares · 0.0% of their software$4.2M+$598K
- PagSeguro Digital Ltd.PAGS285,019 shares · 0.0% of their software · price +$516K$4.1M+$3.3M
- StoneCo Ltd.STNE226,642 shares · 0.0% of their software$3.8M−$2.0M
- SentinelOneS157,273 shares · 0.0% of their software · price −$650K$3.7M+$3.9M
- Simulations PlusSLP88,142 shares · 0.0% of their software$3.6MFlat
- Thryv Holdings, Inc.THRY160,707 shares · 0.0% of their software$3.6MFlat
- Cerence Inc.CRNC216,253 shares · 0.0% of their software · price −$846K$3.4MFlat
- Xperi Inc.XPER225,688 shares · 0.0% of their software$2.7MFlat
- WorkdayWDAY8,596 shares · 0.0% of their software$2.3M−$734K
- Q2QTWO37,591 shares · 0.0% of their software$2.0MFlat
- Rapid7RPD38,764 shares · 0.0% of their software$1.9M+$1.8M
- ZoomZM21,785 shares · 0.0% of their software$1.4MFlat
- OktaOKTA13,144 shares · 0.0% of their software$1.4MFlat
- NutanixNTNX21,521 shares · 0.0% of their software$1.3MFlat
- AtlassianTEAM6,637 shares · 0.0% of their software$1.3MFlat
- AppLovinAPP18,007 shares · 0.0% of their software · price +$529K$1.2MFlat
- DocuSignDOCU20,317 shares · 0.0% of their software$1.2MFlat
- SS&CSSNC18,422 shares · 0.0% of their software$1.2MFlat
- ToastTOST36,947 shares · 0.0% of their software$921KFlat
- TwilioTWLO14,835 shares · 0.0% of their software$907K−$6.4M
- UiPathPATH36,772 shares · 0.0% of their software$834KFlat
- GuidewireGWRE7,105 shares · 0.0% of their software$829KFlat
- OpenTextOTEX21,200 shares · 0.0% of their software$823K−$773K
- TenableTENB15,654 shares · 0.0% of their software$774KFlat
- UnityU26,269 shares · 0.0% of their software$701KFlat
- ProcorePCOR7,997 shares · 0.0% of their software$657KFlat
- AvePointAVPT80,697 shares · 0.0% of their software$639K+$522K
- PubMaticPUBM26,342 shares · 0.0% of their software$625KFlat
- BILLBILL8,562 shares · 0.0% of their software$588KFlat
- WorkivaWK6,686 shares · 0.0% of their software$567KFlat
- Mitek Systems, Inc.MITK39,470 shares · 0.0% of their software$557KFlat
- GitLabGTLB9,010 shares · 0.0% of their software$525KFlat
- YextYEXT83,667 shares · 0.0% of their software$505KFlat
- Alight, Inc.ALIT47,350 shares · 0.0% of their software$466KFlat
- Five9FIVN7,221 shares · 0.0% of their software$448KFlat
- 8x8EGHT165,517 shares · 0.0% of their software$447K—
- Grab Holdings LimitedGRAB132,662 shares · 0.0% of their software$417KFlat
- FreshworksFRSH21,796 shares · 0.0% of their software$397K−$11.5M
- Immersion CorporationIMMR51,077 shares · 0.0% of their software$382KNew · Flat
- Remitly Global, Inc.RELY18,297 shares · 0.0% of their software$379KFlat
- Shift4 Payments, Inc.FOUR5,388 shares · 0.0% of their software$356KFlat
- BrazeBRZE7,194 shares · 0.0% of their software$319K−$5.8M
- RingCentralRNG8,504 shares · 0.0% of their software$295KFlat
- Definitive HealthcareDH35,982 shares · 0.0% of their software$290KNew · Flat
- C3.aiAI10,703 shares · 0.0% of their software$290KFlat
- PagerDutyPD12,005 shares · 0.0% of their software$272KFlat
- PegasystemsPEGA4,184 shares · 0.0% of their software$270KFlat
- Global-EGLBE6,881 shares · 0.0% of their software$250KFlat
- CourseraCOUR17,799 shares · 0.0% of their software$250K−$5.2M
- Clear Secure, Inc.YOU11,178 shares · 0.0% of their software$238KNew · Flat
- AppianAPPN5,519 shares · 0.0% of their software$220KNew · Flat
- nCinoNCNO5,877 shares · 0.0% of their software$220KNew · Flat
- FastlyFSLY16,063 shares · 0.0% of their software$208KFlat
- Health CatalystHCAT27,562 shares · 0.0% of their software$208KFlat
- Zeta GlobalZETA18,894 shares · 0.0% of their software$207KFlat
- MagniteMGNI16,637 shares · 0.0% of their software$179KFlat
- AsanaASAN11,165 shares · 0.0% of their software$173KNew · Flat
- SoundHound AI, Inc.SOUN18,560 shares · 0.0% of their software$109KFlat
- SmartRent, Inc.SMRT21,365 shares · 0.0% of their software$57KFlat
- Ribbon Communications Inc.RBBN10,413 shares · 0.0% of their software$33KFlat
- Digital TurbineAPPS11,230 shares · 0.0% of their software$29K−$3.2M