Generalist · London, United Kingdom
Aviva
Q2 2022 · compared with Q1 2022
Filed as Aviva PLC
- Software
- $1.9B
- Weight of 13F
- 10.7%
- Names
- 71
- Net bought
- +$459M
Filed 4 August 2022 · SEC filing.
971 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
- MicrosoftMSFT3,457,827 shares · 47.2% of their software · price −$178M$888M+$99.2M
- AdobeADBE412,220 shares · 8.0% of their software · price −$36.9M$151M+$17.8M
- SalesforceCRM467,552 shares · 4.1% of their software · price −$22.1M$77.2M+$16.0M
- IntuitINTU158,762 shares · 3.2% of their software · price −$15.1M$61.2M−$2.1M
- Fair IsaacFICO151,408 shares · 3.2% of their software · price −$9.9M$60.7M+$10.6M
- OracleORCL745,471 shares · 2.8% of their software · price −$9.6M$52.1M+$14.4M
- AutodeskADSK258,139 shares · 2.4% of their software · price −$10.9M$44.4M+$5.8M
- ServiceNowNOW75,709 shares · 1.9% of their software · price −$6.2M$36.0M+$7.5M
- Automatic Data Processing, Inc.ADP152,066 shares · 1.7% of their software · price −$2.7M$31.9M+$3.5M
- TrimbleTRMB538,290 shares · 1.7% of their software · price −$7.5M$31.3M+$5.3M
- Fiserv, Inc.FISV305,360 shares · 1.4% of their software · price −$3.8M$27.2M+$7.9M
- Paychex, Inc.PAYX220,504 shares · 1.3% of their software · price −$5.0M$25.1M+$10.7M
- PTCPTC215,881 shares · 1.2% of their software$23.0MFlat
- SynopsysSNPS68,037 shares · 1.1% of their software · price −$2.0M$20.7M+$533K
- WorkdayWDAY137,355 shares · 1.0% of their software · price −$13.7M$19.2M+$10.4M
- AkamaiAKAM196,683 shares · 1.0% of their software · price −$5.5M$18.0M+$8.5M
- FortinetFTNT317,198 shares · 1.0% of their software · price −$90.5M$17.9M+$91.6M
- Uber Technologies, Inc.UBER830,999 shares · 0.9% of their software · price −$12.6M$17.0M+$7.5M
- ZoomInfoZI495,969 shares · 0.9% of their software$16.5M—
- VeriSign, Inc.VRSN90,517 shares · 0.8% of their software · price −$5.0M$15.1M+$4.9M
- Roper Technologies, Inc.ROP36,908 shares · 0.8% of their software · price −$2.9M$14.6M−$1.4M
- DatadogDDOG148,390 shares · 0.8% of their software · price −$8.3M$14.1M+$10.8M
- CadenceCDNS93,977 shares · 0.7% of their software · price −$1.4M$14.1M−$2.8M
- VeevaVEEV68,573 shares · 0.7% of their software · price −$989K$13.6M+$5.3M
- FactSetFDS29,630 shares · 0.6% of their software · price −$1.5M$11.4M−$1.0M
- Gen DigitalGEN480,398 shares · 0.6% of their software · price −$2.2M$10.6M+$5.8M
- CoStarCSGP169,611 shares · 0.5% of their software · price −$1.1M$10.2M+$5.1M
- SnowflakeSNOW70,172 shares · 0.5% of their software · price −$6.3M$9.8M+$3.1M
- Block, Inc.XYZ156,800 shares · 0.5% of their software · price −$11.6M$9.6M+$6.2M
- HubSpotHUBS29,479 shares · 0.5% of their software · price −$5.1M$8.9M+$7.8M
- BILLBILL69,293 shares · 0.4% of their software · price −$8.1M$7.6M+$7.5M
- Palo Alto NetworksPANW13,709 shares · 0.4% of their software · price −$1.8M$6.8MFlat
- DropboxDBX304,548 shares · 0.3% of their software · price −$688K$6.4M+$5.6M
- LightspeedLSPD280,333 shares · 0.3% of their software · price −$2.3M$6.3M+$7.7M
- Grab Holdings LimitedGRAB2,467,622 shares · 0.3% of their software · price −$2.4M$6.2M+$5.1M
- ZoomZM56,992 shares · 0.3% of their software · price −$528K$6.2M+$530K
- BroadridgeBR42,574 shares · 0.3% of their software · price −$560K$6.1M+$667K
- NetApp, Inc.NTAP90,510 shares · 0.3% of their software · price −$1.6M$5.9M−$686K
- ShopifySHOP172,523 shares · 0.3% of their software · price −$111M$5.4M+$101M
- CrowdStrikeCRWD30,858 shares · 0.3% of their software · price −$1.8M$5.2M−$1.3M
- SS&CSSNC79,610 shares · 0.2% of their software · price −$1.3M$4.6M−$3.6M
- PalantirPLTR503,577 shares · 0.2% of their software · price −$2.3M$4.6M−$2.3M
- DynatraceDT100,303 shares · 0.2% of their software · price −$768K$4.0M+$3.1M
- VeriskVRSK21,976 shares · 0.2% of their software · price −$913K$3.8M−$2.2M
- Amdocs LimitedDOX41,520 shares · 0.2% of their software$3.5M−$755K
- F5, Inc.FFIV21,162 shares · 0.2% of their software · price −$1.2M$3.2MFlat
- AppLovinAPP93,632 shares · 0.2% of their software · price −$1.9M$3.2M+$3.8M
- Tyler TechnologiesTYL9,556 shares · 0.2% of their software · price −$1.1M$3.2M+$921K
- PaycomPAYC10,796 shares · 0.2% of their software · price −$715K$3.0MFlat
- The Trade DeskTTD69,917 shares · 0.2% of their software · price −$1.9M$2.9M−$2.3M
- MongoDBMDB8,934 shares · 0.1% of their software · price −$1.6M$2.3M−$1.3M
- DocuSignDOCU38,691 shares · 0.1% of their software · price −$1.9M$2.2MFlat
- SPS CommerceSPSC19,226 shares · 0.1% of their software$2.2MFlat
- Simulations PlusSLP43,665 shares · 0.1% of their software$2.2MFlat
- Lyft, Inc.LYFT161,905 shares · 0.1% of their software · price −$4.1M$2.2M+$2.0M
- CloudflareNET48,616 shares · 0.1% of their software · price −$3.7M$2.1M−$1.4M
- ZscalerZS14,203 shares · 0.1% of their software · price −$1.3M$2.1M−$3.9M
- TwilioTWLO24,654 shares · 0.1% of their software · price −$2.0M$2.1M−$8.1M
- MorningstarMORN8,348 shares · 0.1% of their software$2.0MFlat
- QualysQLYS15,845 shares · 0.1% of their software$2.0MFlat
- Calix, Inc.CALX57,433 shares · 0.1% of their software · price −$504K$2.0M+$1.1M
- Manhattan AssociatesMANH16,966 shares · 0.1% of their software$1.9MFlat
- Check PointCHKP14,524 shares · 0.1% of their software$1.8M−$642K
- GoDaddyGDDY23,689 shares · 0.1% of their software$1.6M−$631K
- OktaOKTA17,708 shares · 0.1% of their software · price −$1.1M$1.6M−$1.9M
- UnityU33,179 shares · 0.1% of their software · price −$2.1M$1.2M+$519K
- UiPathPATH53,015 shares · 0.1% of their software$964KFlat
- Rimini Street, Inc.RMNI121,106 shares · 0.0% of their software$728K−$874K
- RingCentralRNG13,707 shares · 0.0% of their software · price −$890K$716KFlat
- WixWIX7,480 shares · 0.0% of their software$490KFlat
- CourseraCOUR17,351 shares · 0.0% of their software$246KFlat