Generalist · London, United Kingdom
Aviva
Q4 2021 · compared with Q3 2021
Filed as Aviva PLC
- Software
- $2.3B
- Weight of 13F
- 10.2%
- Names
- 74
- Net bought
- +$46.5M
Filed 10 February 2022 · SEC filing.
963 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
- MicrosoftMSFT3,613,890 shares · 52.1% of their software · price +$197M$1.2BFlat
- SalesforceCRM585,919 shares · 6.4% of their software · price −$10.0M$149M+$15.8M
- AdobeADBE163,450 shares · 4.0% of their software · price −$1.4M$92.7M+$1.3M
- PTCPTC531,431 shares · 2.8% of their software · price +$723K$64.4M+$4.7M
- IntuitINTU84,397 shares · 2.3% of their software · price +$8.8M$54.3M−$2.7M
- TrimbleTRMB573,873 shares · 2.1% of their software · price +$2.8M$50.0M+$13.9M
- ShopifySHOP34,507 shares · 2.0% of their software · price +$746K$47.5M−$1.3M
- OracleORCL536,810 shares · 2.0% of their software$46.8MFlat
- AutodeskADSK150,639 shares · 1.8% of their software · price −$600K$42.4M+$13.2M
- ServiceNowNOW62,979 shares · 1.8% of their software · price +$1.7M$40.9M−$3.9M
- Automatic Data Processing, Inc.ADP136,101 shares · 1.4% of their software · price +$6.4M$33.6M−$3.7M
- Uber Technologies, Inc.UBER528,420 shares · 1.0% of their software · price −$1.5M$22.2M−$3.1M
- SnowflakeSNOW63,256 shares · 0.9% of their software · price +$2.3M$21.4M+$1.0M
- SynopsysSNPS57,670 shares · 0.9% of their software · price +$4.0M$21.3M+$1.9M
- Fiserv, Inc.FISV191,141 shares · 0.9% of their software · price −$900K$19.8M+$886K
- Block, Inc.XYZ122,395 shares · 0.8% of their software · price −$9.6M$19.8MFlat
- CadenceCDNS103,550 shares · 0.8% of their software · price +$3.6M$19.3M+$1.4M
- FortinetFTNT53,268 shares · 0.8% of their software · price +$3.6M$19.1M+$2.0M
- Paychex, Inc.PAYX128,336 shares · 0.8% of their software · price +$3.1M$17.5M+$1.6M
- WorkdayWDAY63,595 shares · 0.7% of their software · price +$1.5M$17.4M+$1.6M
- Roper Technologies, Inc.ROP34,527 shares · 0.7% of their software · price +$1.6M$17.0M+$1.1M
- DatadogDDOG82,738 shares · 0.6% of their software · price +$3.0M$14.7M+$1.7M
- TwilioTWLO52,612 shares · 0.6% of their software · price −$2.9M$13.9M+$574K
- VeevaVEEV51,354 shares · 0.6% of their software · price −$1.7M$13.1M+$1.2M
- ZoomZM66,631 shares · 0.5% of their software · price −$5.2M$12.3MFlat
- CrowdStrikeCRWD59,108 shares · 0.5% of their software · price −$2.4M$12.1MFlat
- VeriskVRSK49,400 shares · 0.5% of their software · price +$1.4M$11.3MFlat
- CloudflareNET78,025 shares · 0.4% of their software · price +$1.5M$10.3M−$1.7M
- MongoDBMDB19,073 shares · 0.4% of their software · price +$1.1M$10.1MFlat
- CoStarCSGP120,634 shares · 0.4% of their software · price −$848K$9.5MFlat
- VeriSign, Inc.VRSN37,374 shares · 0.4% of their software · price +$1.8M$9.5M−$2.1M
- FactSetFDS19,488 shares · 0.4% of their software · price +$1.8M$9.5M+$1.4M
- HubSpotHUBS14,355 shares · 0.4% of their software$9.5M−$3.7M
- PalantirPLTR518,503 shares · 0.4% of their software · price −$3.0M$9.4M+$520K
- DocuSignDOCU60,348 shares · 0.4% of their software · price −$6.3M$9.2MFlat
- The Trade DeskTTD95,126 shares · 0.4% of their software · price +$2.0M$8.7MFlat
- OktaOKTA37,851 shares · 0.4% of their software$8.5MFlat
- ZscalerZS24,260 shares · 0.3% of their software · price +$1.4M$7.8MFlat
- Palo Alto NetworksPANW13,503 shares · 0.3% of their software · price +$1.0M$7.5M−$1.3M
- BroadridgeBR39,351 shares · 0.3% of their software · price +$637K$7.2M+$661K
- AkamaiAKAM59,284 shares · 0.3% of their software · price +$738K$6.9M−$1.9M
- Tyler TechnologiesTYL12,468 shares · 0.3% of their software · price +$989K$6.7MFlat
- PaycomPAYC15,734 shares · 0.3% of their software · price −$1.3M$6.5M−$1.9M
- SS&CSSNC79,389 shares · 0.3% of their software · price +$999K$6.5M+$749K
- UnityU45,503 shares · 0.3% of their software · price +$762K$6.5MFlat
- NetApp, Inc.NTAP70,065 shares · 0.3% of their software$6.4MFlat
- F5, Inc.FFIV25,557 shares · 0.3% of their software · price +$1.2M$6.3MFlat
- Amdocs LimitedDOX72,934 shares · 0.2% of their software$5.5M+$851K
- Gen DigitalGEN192,425 shares · 0.2% of their software$5.0MFlat
- RingCentralRNG26,072 shares · 0.2% of their software · price −$786K$4.9M−$2.5M
- GoDaddyGDDY50,243 shares · 0.2% of their software · price +$762K$4.3MFlat
- Fair IsaacFICO8,422 shares · 0.2% of their software$3.7MFlat
- Check PointCHKP30,836 shares · 0.2% of their software$3.6MFlat
- UiPathPATH79,505 shares · 0.1% of their software · price −$754K$3.4MNew · +$4.2M
- Calix, Inc.CALX38,310 shares · 0.1% of their software · price +$1.2M$3.1MFlat
- MorningstarMORN8,010 shares · 0.1% of their software · price +$665K$2.7M+$502K
- QualysQLYS19,374 shares · 0.1% of their software · price +$502K$2.7M+$537K
- WixWIX15,821 shares · 0.1% of their software · price −$604K$2.5MFlat
- Simulations PlusSLP51,963 shares · 0.1% of their software$2.5M+$593K
- Manhattan AssociatesMANH15,736 shares · 0.1% of their software$2.4M+$809K
- SPS CommerceSPSC17,103 shares · 0.1% of their software$2.4M+$725K
- Lyft, Inc.LYFT45,239 shares · 0.1% of their software$1.9MFlat
- A10 Networks, Inc.ATEN110,225 shares · 0.1% of their software$1.8MFlat
- ePlus inc.PLUS30,094 shares · 0.1% of their software · price −$1.5M$1.6M+$1.5M
- ZoomInfoZI21,438 shares · 0.1% of their software$1.4MNew
- StoneCo Ltd.STNE65,829 shares · 0.0% of their software · price −$1.2M$1.1MFlat
- AsanaASAN7,135 shares · 0.0% of their software$532KNew · +$741K
- DynatraceDT8,668 shares · 0.0% of their software$523KNew · +$615K
- Kingsoft Cloud Holdings LimitedKC27,155 shares · 0.0% of their software$428KFlat
- CourseraCOUR16,730 shares · 0.0% of their software$409KNew · +$530K
- BILLBILL1,612 shares · 0.0% of their software$402KNew · Flat
- Agora, Inc.API23,462 shares · 0.0% of their software$380KFlat
- DropboxDBX10,815 shares · 0.0% of their software$265KNew · Flat
- LightspeedLSPD6,391 shares · 0.0% of their software$258KNew · +$616K