Generalist · Des Moines, IA
Principal Financial Group
Q2 2024 · compared with Q1 2024
Filed as Principal Financial Group INC
- Software
- $18.7B
- Weight of 13F
- 11.1%
- Names
- 162
- Net bought
- +$517M
Filed 29 July 2024 · SEC filing.
2,358 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
- MicrosoftMSFT15,149,104 shares · 36.2% of their software · price +$397M$6.8B−$75.0M
- Roper Technologies, Inc.ROP2,683,909 shares · 8.1% of their software · price +$7.6M$1.5B+$57.3M
- CoStarCSGP19,370,975 shares · 7.7% of their software · price −$435M$1.4B−$21.4M
- AdobeADBE1,975,509 shares · 5.9% of their software · price +$101M$1.1BFlat
- IntuitINTU1,407,862 shares · 4.9% of their software · price +$10.2M$925M+$36.6M
- Tyler TechnologiesTYL1,310,727 shares · 3.5% of their software · price +$102M$659MFlat
- Fair IsaacFICO370,605 shares · 3.0% of their software · price +$88.6M$552M+$17.5M
- AutodeskADSK1,946,529 shares · 2.6% of their software · price −$25.2M$482M−$21.4M
- CadenceCDNS1,519,661 shares · 2.5% of their software · price −$5.4M$468M+$349M
- SalesforceCRM1,661,272 shares · 2.3% of their software · price −$73.2M$427M−$16.8M
- VeriSign, Inc.VRSN2,126,669 shares · 2.0% of their software · price −$24.9M$378M−$38.0M
- OracleORCL2,294,488 shares · 1.7% of their software · price +$35.8M$324M+$10.3M
- VeriskVRSK1,140,668 shares · 1.6% of their software · price +$38.6M$307M−$9.1M
- CCC Intelligent Solutions Holdings Inc.CCC25,250,230 shares · 1.5% of their software · price −$21.5M$281M+$82.8M
- ServiceNowNOW247,222 shares · 1.0% of their software · price +$6.0M$194M−$5.0M
- Uber Technologies, Inc.UBER2,297,804 shares · 0.9% of their software · price −$9.9M$167MFlat
- VeevaVEEV912,223 shares · 0.9% of their software · price −$44.4M$167M+$194M
- WixWIX936,719 shares · 0.8% of their software · price +$20.2M$149MFlat
- SynopsysSNPS245,311 shares · 0.8% of their software · price +$5.8M$146M−$1.6M
- Palo Alto NetworksPANW409,443 shares · 0.7% of their software · price +$22.5M$139M+$8.5M
- Fiserv, Inc.FISV924,770 shares · 0.7% of their software · price −$10.0M$138M+$14.8M
- SAPSAP606,797 shares · 0.7% of their software · price +$4.1M$122M−$2.9M
- Automatic Data Processing, Inc.ADP506,924 shares · 0.6% of their software · price −$5.6M$121MFlat
- CrowdStrikeCRWD298,443 shares · 0.6% of their software · price +$18.7M$114M+$77.6M
- Manhattan AssociatesMANH435,065 shares · 0.6% of their software · price −$1.5M$107M−$19.4M
- VaronisVRNS1,636,792 shares · 0.4% of their software · price +$1.3M$78.5M+$6.3M
- Amdocs LimitedDOX969,149 shares · 0.4% of their software · price −$11.1M$76.5M−$17.5M
- ProgressPRGS1,001,304 shares · 0.3% of their software · price +$951K$54.3M−$1.7M
- Paychex, Inc.PAYX410,458 shares · 0.3% of their software · price −$1.7M$48.7M−$1.2M
- FortinetFTNT690,213 shares · 0.2% of their software · price −$5.5M$41.6M−$7.1M
- DigitalOceanDOCN1,178,848 shares · 0.2% of their software · price −$4.0M$41.0M+$9.8M
- DoubleVerifyDV1,940,560 shares · 0.2% of their software · price −$30.4M$37.8M−$2.2M
- DynatraceDT840,296 shares · 0.2% of their software · price −$1.4M$37.6M−$4.8M
- AppFolioAPPF153,134 shares · 0.2% of their software$37.5MFlat
- DuolingoDUOL178,819 shares · 0.2% of their software · price −$2.1M$37.3M+$26.5M
- SPS CommerceSPSC192,584 shares · 0.2% of their software · price +$628K$36.2M−$1.1M
- NetApp, Inc.NTAP281,196 shares · 0.2% of their software · price +$6.7M$36.2MFlat
- Sprout SocialSPT999,261 shares · 0.2% of their software · price −$24.0M$35.7M+$7.1M
- JFrogFROG923,046 shares · 0.2% of their software · price −$6.2M$34.7M+$5.3M
- MorningstarMORN109,940 shares · 0.2% of their software · price −$1.4M$32.5M−$24.0M
- BroadridgeBR151,093 shares · 0.2% of their software · price −$1.2M$29.8M+$1.4M
- GoDaddyGDDY191,634 shares · 0.1% of their software · price +$4.0M$26.8M−$40.4M
- DescartesDSGX274,103 shares · 0.1% of their software · price +$1.5M$26.6M+$2.8M
- PTCPTC143,668 shares · 0.1% of their software · price −$1.0M$26.1M−$606K
- WEX Inc.WEX139,576 shares · 0.1% of their software · price −$8.4M$24.7M−$5.2M
- Corpay, Inc.CPAY84,364 shares · 0.1% of their software · price −$3.6M$22.5M−$1.1M
- ACI WorldwideACIW566,289 shares · 0.1% of their software · price +$3.6M$22.4M−$1.2M
- PalantirPLTR870,467 shares · 0.1% of their software · price +$2.0M$22.0M+$1.5M
- The Trade DeskTTD221,332 shares · 0.1% of their software · price +$2.3M$21.6M+$1.2M
- BoxBOX793,999 shares · 0.1% of their software · price −$1.5M$21.0M−$545K
- QualysQLYS142,986 shares · 0.1% of their software · price −$3.5M$20.4M−$2.1M
- PaylocityPCTY148,807 shares · 0.1% of their software · price −$6.0M$19.6M−$3.2M
- CommvaultCVLT160,389 shares · 0.1% of their software · price +$3.2M$19.5M−$1.8M
- HubSpotHUBS32,784 shares · 0.1% of their software · price −$1.2M$19.3M−$851K
- FactSetFDS47,348 shares · 0.1% of their software · price −$2.2M$19.3M−$1.1M
- DatadogDDOG143,663 shares · 0.1% of their software · price +$875K$18.6M+$4.3M
- TrimbleTRMB330,558 shares · 0.1% of their software · price −$2.8M$18.5MFlat
- DropboxDBX806,177 shares · 0.1% of their software · price −$1.5M$18.1M−$3.9M
- Gen DigitalGEN709,588 shares · 0.1% of their software · price +$1.8M$17.7M−$1.2M
- AkamaiAKAM193,673 shares · 0.1% of their software · price −$3.6M$17.4M−$1.0M
- InterDigital, Inc.IDCC145,174 shares · 0.1% of their software · price +$1.5M$16.9M−$639K
- Alarm.com Holdings, Inc.ALRM264,562 shares · 0.1% of their software · price −$2.4M$16.8M−$609K
- F5, Inc.FFIV88,388 shares · 0.1% of their software · price −$1.5M$15.2MFlat
- Euronet Worldwide, Inc.EEFT145,084 shares · 0.1% of their software · price −$933K$15.0M−$2.2M
- AppLovinAPP179,114 shares · 0.1% of their software · price +$2.5M$14.9M+$11.2M
- CloudflareNET167,915 shares · 0.1% of their software · price −$2.4M$13.9M−$634K
- BlackLineBL255,856 shares · 0.1% of their software · price −$4.1M$12.4M−$645K
- ZoomInfoZI948,396 shares · 0.1% of their software$12.1M—
- Agilysys, Inc.AGYS112,952 shares · 0.1% of their software · price +$2.2M$11.8MFlat
- EVERTEC, Inc.EVTC350,849 shares · 0.1% of their software · price −$2.3M$11.7MFlat
- BlackbaudBLKB150,844 shares · 0.1% of their software$11.5M−$1.6M
- DoximityDOCS406,799 shares · 0.1% of their software$11.4M−$1.4M
- TeradataTDC323,001 shares · 0.1% of their software · price −$1.3M$11.2M−$1.8M
- LiveRamp Holdings, Inc.RAMP358,975 shares · 0.1% of their software · price −$1.3M$11.1MFlat
- SnowflakeSNOW79,277 shares · 0.1% of their software · price −$2.1M$10.7MFlat
- ePlus inc.PLUS141,740 shares · 0.1% of their software · price −$689K$10.4MFlat
- Calix, Inc.CALX289,320 shares · 0.1% of their software · price +$657K$10.3M−$539K
- monday.comMNDY39,247 shares · 0.1% of their software · price +$584K$9.4M−$737K
- NCR Atleos CorporationNATL340,976 shares · 0.0% of their software · price +$2.5M$9.2MFlat
- PaycomPAYC60,235 shares · 0.0% of their software · price −$3.4M$8.6MFlat
- ElasticESTC75,564 shares · 0.0% of their software · price +$1.0M$8.6M−$1.2M
- Payoneer Global Inc.PAYO1,525,075 shares · 0.0% of their software · price +$1.0M$8.4MFlat
- Donnelley Financial Solutions, Inc.DFIN140,597 shares · 0.0% of their software$8.4MFlat
- Bentley SystemsBSY169,741 shares · 0.0% of their software$8.4MFlat
- Q2QTWO127,462 shares · 0.0% of their software · price +$990K$7.7M+$4.7M
- Upbound Group, Inc.UPBD240,355 shares · 0.0% of their software · price −$1.1M$7.4MFlat
- CertaraCERT529,950 shares · 0.0% of their software · price −$2.1M$7.3MFlat
- Strategy IncMSTR5,274 shares · 0.0% of their software · price −$1.7M$7.3M−$886K
- SprinklrCXM684,113 shares · 0.0% of their software · price −$1.8M$6.6MFlat
- Adeia Inc.ADEA581,989 shares · 0.0% of their software$6.5MFlat
- NetScout Systems, Inc.NTCT352,063 shares · 0.0% of their software · price −$1.2M$6.4MFlat
- VertexVERX166,262 shares · 0.0% of their software · price +$713K$6.0M−$4.0M
- N-ableNABL387,963 shares · 0.0% of their software · price +$838K$5.9MFlat
- PDF Solutions, Inc.PDFS152,743 shares · 0.0% of their software$5.6MFlat
- SchrödingerSDGR274,669 shares · 0.0% of their software · price −$2.1M$5.3MFlat
- Check PointCHKP31,355 shares · 0.0% of their software$5.2M+$745K
- Sabre CorporationSABR1,886,360 shares · 0.0% of their software$5.0MFlat
- A10 Networks, Inc.ATEN347,947 shares · 0.0% of their software$4.8MFlat
- Simulations PlusSLP85,047 shares · 0.0% of their software · price +$635K$4.1MFlat
- PagSeguro Digital Ltd.PAGS326,395 shares · 0.0% of their software · price −$845K$3.8M+$591K
- StoneCo Ltd.STNE254,449 shares · 0.0% of their software · price −$1.2M$3.1MFlat
- ShopifySHOP43,700 shares · 0.0% of their software$2.9M−$5.1M
- Block, Inc.XYZ44,331 shares · 0.0% of their software · price −$891K$2.9MFlat
- Thryv Holdings, Inc.THRY156,744 shares · 0.0% of their software · price −$691K$2.8MFlat
- WorkdayWDAY12,275 shares · 0.0% of their software · price −$604K$2.7M+$1.0M
- Rapid7RPD43,447 shares · 0.0% of their software$1.9MFlat
- ZscalerZS7,978 shares · 0.0% of their software$1.5M−$12.2M
- MongoDBMDB5,935 shares · 0.0% of their software · price −$645K$1.5M−$7.5M
- AtlassianTEAM6,671 shares · 0.0% of their software$1.2MFlat
- OktaOKTA12,380 shares · 0.0% of their software$1.2MFlat
- ZoomZM18,547 shares · 0.0% of their software$1.1MFlat
- NutanixNTNX18,948 shares · 0.0% of their software$1.1MFlat
- SS&CSSNC15,991 shares · 0.0% of their software$1.0MFlat
- ToastTOST38,663 shares · 0.0% of their software$996KFlat
- DocuSignDOCU17,707 shares · 0.0% of their software$947KFlat
- GuidewireGWRE6,778 shares · 0.0% of their software$935KFlat
- AvePointAVPT86,724 shares · 0.0% of their software$904KFlat
- Blend Labs, Inc.BLND342,667 shares · 0.0% of their software$809KNew · +$1.1M
- TwilioTWLO13,389 shares · 0.0% of their software$761KFlat
- TenableTENB15,930 shares · 0.0% of their software$694KFlat
- Global-EGLBE18,365 shares · 0.0% of their software$666KFlat
- PubMaticPUBM30,236 shares · 0.0% of their software$614KFlat
- ProcorePCOR9,176 shares · 0.0% of their software$608KFlat
- Immersion CorporationIMMR57,340 shares · 0.0% of their software$540KFlat
- Grab Holdings LimitedGRAB144,649 shares · 0.0% of their software$514KFlat
- GitLabGTLB10,324 shares · 0.0% of their software$513KFlat
- Mitek Systems, Inc.MITK44,843 shares · 0.0% of their software$501KFlat
- YextYEXT93,516 shares · 0.0% of their software$500KFlat
- WorkivaWK6,823 shares · 0.0% of their software$498KFlat
- Lyft, Inc.LYFT29,958 shares · 0.0% of their software$422K−$3.7M
- UiPathPATH33,208 shares · 0.0% of their software$421KFlat
- BILLBILL7,947 shares · 0.0% of their software$418KFlat
- 8x8EGHT186,604 shares · 0.0% of their software$414K—
- Zeta GlobalZETA22,220 shares · 0.0% of their software$392KFlat
- UnityU23,976 shares · 0.0% of their software$390KFlat
- Shift4 Payments, Inc.FOUR5,236 shares · 0.0% of their software$384KFlat
- SentinelOneS17,380 shares · 0.0% of their software$366K−$3.3M
- Clearwater AnalyticsCWAN18,915 shares · 0.0% of their software$350KNew
- FreshworksFRSH27,541 shares · 0.0% of their software$349KFlat
- Alight, Inc.ALIT46,578 shares · 0.0% of their software$344KFlat
- C3.aiAI11,165 shares · 0.0% of their software$323KFlat
- Five9FIVN6,381 shares · 0.0% of their software$281KFlat
- PagerDutyPD12,057 shares · 0.0% of their software$276KFlat
- BrazeBRZE7,070 shares · 0.0% of their software$275KFlat
- FlywireFLYW16,314 shares · 0.0% of their software$267K−$25.9M
- Remitly Global, Inc.RELY19,593 shares · 0.0% of their software$237KFlat
- PegasystemsPEGA3,876 shares · 0.0% of their software$235KFlat
- Clear Secure, Inc.YOU11,859 shares · 0.0% of their software$222KFlat
- MagniteMGNI16,484 shares · 0.0% of their software$219KFlat
- Definitive HealthcareDH39,856 shares · 0.0% of their software$218KFlat
- nCinoNCNO6,792 shares · 0.0% of their software$214KFlat
- PAR Technology CorporationPAR4,482 shares · 0.0% of their software$211KNew · Flat
- Core Scientific, Inc.CORZ22,673 shares · 0.0% of their software$211KNew · Flat
- Health CatalystHCAT29,469 shares · 0.0% of their software$188KFlat
- SoundHound AI, Inc.SOUN38,340 shares · 0.0% of their software$151KFlat
- AsanaASAN10,723 shares · 0.0% of their software$150KFlat
- CourseraCOUR18,585 shares · 0.0% of their software$133KFlat
- FastlyFSLY16,431 shares · 0.0% of their software$121KFlat
- AmplitudeAMPL10,319 shares · 0.0% of their software$92KNew · Flat
- NextNav Inc.NN10,134 shares · 0.0% of their software$82KNew · Flat
- SmartRent, Inc.SMRT18,943 shares · 0.0% of their software$45KFlat
- Kaltura, Inc.KLTR13,038 shares · 0.0% of their software$16KNew · Flat