Generalist · London, United Kingdom
Aviva
Q1 2021 · compared with Q4 2020
Filed as Aviva PLC
- Software
- $1.8B
- Weight of 13F
- 8.6%
- Names
- 68
- Net bought
- +$36.9M
Filed 13 May 2021 · SEC filing.
937 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 202681 names$5.7B+$10.9M
- Q1 202678 names$5.3B+$132M
- Q4 202581 names$6.8B+$1.1B
- Q3 202582 names$7.0B+$317M
- Q2 202584 names$6.5B+$231M
- Q1 202580 names$5.0B+$603M
- Q4 202478 names$4.9B+$42.4M
- Q3 202480 names$4.7B+$284M
- Q2 202481 names$4.5B+$672M
- Q1 202475 names$3.7B+$14.6M
- Q4 202371 names$3.4B+$220M
- Q3 202370 names$2.7B+$43.2M
- Q2 202368 names$2.8B−$79.7M
- Q1 202368 names$2.5B+$46.4M
- Q4 202268 names$2.1B+$245M
- Q3 202270 names$1.8B+$55.7M
- Q2 202271 names$1.9B+$459M
- Q1 202277 names$2.1B+$19.7M
- Q4 202174 names$2.3B+$46.5M
- Q3 202166 names$2.1B−$52.3M
- Q2 202159 names$2.1B+$234M
- Q1 202168 names$1.8B+$36.9M
- Q4 202067 names$1.7B+$5.6M
- Q3 202065 names$1.6B−$95.2M
- Q2 202062 names$1.5B−$77.0M
- Q1 202056 names$1.2B+$81.7M
- Q4 201952 names$1.2B+$45.0M
- Q3 201937 names$1.1B+$71.8M
- Q2 201933 names$985M−$33.7M
- Q1 201934 names$934M−$1.2M
- Q4 201832 names$787M−$203M
- Q3 201831 names$1.1B+$1.0M
- Q2 201826 names$960M+$21.0M
- Q1 201826 names$869M−$43.1M
- Q4 201724 names$868M−$102M
- Q3 201724 names$887M+$6.3M
- Q2 201724 names$831M+$3.4M
- Q1 201724 names$779M−$24.7M
- Q4 201624 names$739M+$19.5M
- Q3 201626 names$691M+$37.4M
- Q2 201625 names$611M—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT3,844,964 shares · 51.3% of their software · price +$51.3M$907M+$8.6M
- SalesforceCRM588,488 shares · 7.1% of their software · price −$6.3M$125M+$10.5M
- AdobeADBE172,878 shares · 4.7% of their software · price −$4.3M$82.2M−$38.5M
- PTCPTC353,863 shares · 2.8% of their software · price +$6.4M$48.7M+$36.4M
- ShopifySHOP37,094 shares · 2.3% of their software · price −$944K$40.9M+$681K
- ServiceNowNOW65,078 shares · 1.8% of their software · price −$3.3M$32.5MFlat
- IntuitINTU84,385 shares · 1.8% of their software$32.3MFlat
- OracleORCL414,675 shares · 1.6% of their software · price +$2.3M$29.1M+$536K
- Block, Inc.XYZ123,156 shares · 1.6% of their software · price +$1.2M$28.0MFlat
- Automatic Data Processing, Inc.ADP143,976 shares · 1.5% of their software · price +$1.8M$27.1MFlat
- Uber Technologies, Inc.UBER458,473 shares · 1.4% of their software · price +$1.6M$25.0MFlat
- Fiserv, Inc.FISV191,361 shares · 1.3% of their software · price +$991K$22.8MFlat
- AutodeskADSK73,380 shares · 1.2% of their software · price −$2.1M$20.3MFlat
- ZoomZM57,842 shares · 1.1% of their software · price −$927K$18.6M+$702K
- TwilioTWLO51,343 shares · 1.0% of their software$17.5MFlat
- WorkdayWDAY59,604 shares · 0.8% of their software · price +$526K$14.8MFlat
- Roper Technologies, Inc.ROP34,762 shares · 0.8% of their software · price −$965K$14.0MFlat
- CadenceCDNS101,918 shares · 0.8% of their software$14.0MFlat
- SynopsysSNPS55,317 shares · 0.8% of their software · price −$634K$13.7MFlat
- VeevaVEEV49,413 shares · 0.7% of their software · price −$544K$12.9MFlat
- TrimbleTRMB163,812 shares · 0.7% of their software · price +$1.8M$12.7M+$595K
- DocuSignDOCU60,446 shares · 0.7% of their software · price −$1.2M$12.2M−$1.3M
- CoStarCSGP14,435 shares · 0.7% of their software · price −$1.5M$11.9MFlat
- Paychex, Inc.PAYX119,562 shares · 0.7% of their software · price +$579K$11.7M+$1.1M
- VeriskVRSK59,719 shares · 0.6% of their software · price −$1.8M$10.6MFlat
- CrowdStrikeCRWD51,628 shares · 0.5% of their software · price −$1.5M$9.4M+$9.0M
- RingCentralRNG30,117 shares · 0.5% of their software · price −$2.4M$9.0MFlat
- The Trade DeskTTD13,683 shares · 0.5% of their software · price −$2.0M$8.9MFlat
- OktaOKTA39,068 shares · 0.5% of their software · price −$1.3M$8.6M−$1.5M
- FortinetFTNT44,130 shares · 0.5% of their software · price +$1.6M$8.1MFlat
- VeriSign, Inc.VRSN40,131 shares · 0.5% of their software · price −$708K$8.0MFlat
- HubSpotHUBS16,619 shares · 0.4% of their software · price +$960K$7.5M+$6.4M
- BroadridgeBR46,314 shares · 0.4% of their software$7.1MFlat
- Tyler TechnologiesTYL16,195 shares · 0.4% of their software$6.9MFlat
- AkamaiAKAM66,110 shares · 0.4% of their software$6.7MFlat
- PaycomPAYC16,279 shares · 0.3% of their software · price −$1.3M$6.0MFlat
- Palo Alto NetworksPANW18,541 shares · 0.3% of their software · price −$618K$6.0MFlat
- Fair IsaacFICO12,054 shares · 0.3% of their software$5.9M−$2.5M
- F5, Inc.FFIV26,415 shares · 0.3% of their software · price +$863K$5.5M−$732K
- DatadogDDOG66,026 shares · 0.3% of their software · price −$997K$5.5MFlat
- NetApp, Inc.NTAP73,064 shares · 0.3% of their software$5.3MFlat
- SS&CSSNC74,028 shares · 0.3% of their software$5.2MFlat
- MongoDBMDB17,103 shares · 0.3% of their software · price −$1.6M$4.6MNew · +$6.1M
- WixWIX15,828 shares · 0.3% of their software$4.4MFlat
- GoDaddyGDDY55,895 shares · 0.2% of their software$4.3MFlat
- ZscalerZS24,131 shares · 0.2% of their software · price −$677K$4.1M−$1.7M
- StoneCo Ltd.STNE66,375 shares · 0.2% of their software · price −$1.5M$4.1MNew · +$5.6M
- Amdocs LimitedDOX57,801 shares · 0.2% of their software$4.1M−$529K
- CloudflareNET55,782 shares · 0.2% of their software$3.9M+$1.6M
- Check PointCHKP34,811 shares · 0.2% of their software · price −$729K$3.9MFlat
- FactSetFDS12,445 shares · 0.2% of their software$3.8MFlat
- Gen DigitalGEN179,277 shares · 0.2% of their software$3.8MFlat
- Lyft, Inc.LYFT48,523 shares · 0.2% of their software · price +$682K$3.1MFlat
- Alarm.com Holdings, Inc.ALRM14,507 shares · 0.1% of their software$1.3M−$844K
- Simulations PlusSLP19,677 shares · 0.1% of their software$1.2MFlat
- GuidewireGWRE12,116 shares · 0.1% of their software$1.2MFlat
- SPS CommerceSPSC12,388 shares · 0.1% of their software$1.2M−$502K
- AppFolioAPPF8,660 shares · 0.1% of their software$1.2MFlat
- CommvaultCVLT18,965 shares · 0.1% of their software$1.2MNew · +$1.1M
- Manhattan AssociatesMANH10,288 shares · 0.1% of their software$1.2MFlat
- PegasystemsPEGA10,486 shares · 0.1% of their software$1.2MFlat
- VaronisVRNS22,947 shares · 0.1% of their software · price −$2.6M$1.2M+$2.0M
- Q2QTWO11,713 shares · 0.1% of their software$1.2MNew · +$1.5M
- Five9FIVN7,502 shares · 0.1% of their software$1.2MFlat
- PhreesiaPHR22,460 shares · 0.1% of their software$1.2MNew · +$1.2M
- i3 Verticals, Inc.IIIV28,464 shares · 0.1% of their software$886KNew · +$945K
- UnityU8,158 shares · 0.0% of their software$818KNew · +$1.3M
- Kingsoft Cloud Holdings LimitedKC17,255 shares · 0.0% of their software$678KFlat