Generalist · Boston, MA
Arrowstreet Capital, Limited Partnership
Q1 2017 · compared with Q4 2016
- Software
- $1.8B
- Weight of 13F
- 6.6%
- Names
- 47
- Net bought
- +$1.6B
Filed 15 May 2017 · SEC filing.
1,225 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 2026166 names$30.7B+$4.8B
- Q1 2026156 names$26.3B+$12.0B
- Q4 2025146 names$22.6B+$1.9B
- Q3 2025155 names$22.8B+$28.1M
- Q2 2025180 names$22.6B−$732M
- Q1 2025172 names$19.7B−$348M
- Q4 2024174 names$22.2B+$4.0B
- Q3 2024125 names$16.0B+$2.3B
- Q2 202495 names$13.3B−$1.5B
- Q1 2024119 names$14.3B−$2.5B
- Q4 2023125 names$15.6B+$935M
- Q3 202387 names$12.2B−$404M
- Q2 2023100 names$13.2B+$150M
- Q1 2023105 names$11.4B−$131M
- Q4 2022100 names$9.9B−$204M
- Q3 202285 names$9.7B+$2.5B
- Q2 202281 names$8.8B+$483M
- Q1 202280 names$11.3B−$1.1B
- Q4 202174 names$13.7B−$1.0B
- Q3 202192 names$13.6B+$697M
- Q2 202197 names$12.2B+$4.0B
- Q1 202196 names$7.4B+$388M
- Q4 2020118 names$7.3B−$991M
- Q3 2020102 names$7.5B+$526M
- Q2 2020107 names$6.5B+$811M
- Q1 202071 names$3.9B+$509M
- Q4 201963 names$3.6B−$595M
- Q3 201966 names$3.9B−$1.2B
- Q2 201975 names$5.3B+$646M
- Q1 201992 names$4.3B+$169M
- Q4 201868 names$3.4B−$2.6B
- Q3 201859 names$6.5B−$6.9M
- Q2 201870 names$5.7B+$1.3B
- Q1 201855 names$3.8B+$97.0M
- Q4 201746 names$3.5B+$291M
- Q3 201739 names$2.9B+$68.7M
- Q2 201741 names$2.7B+$811M
- Q1 201747 names$1.8B+$1.6B
- Q4 20160 names$0—
- Q3 20160 names$0—
- Q2 20160 names$0—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT8,113,082 shares · 29.9% of their software · price +$30.2M$534MNew · +$504M
- AdobeADBE2,643,584 shares · 19.2% of their software · price +$71.9M$344MNew · +$272M
- IntuitINTU1,215,161 shares · 7.9% of their software · price +$1.7M$141MNew · +$139M
- OracleORCL2,819,728 shares · 7.0% of their software · price +$17.4M$126MNew · +$108M
- F5, Inc.FFIV545,322 shares · 4.3% of their software · price −$1.2M$77.7MNew · +$78.9M
- SynopsysSNPS982,693 shares · 4.0% of their software · price +$13.0M$70.9MNew · +$57.8M
- VeriSign, Inc.VRSN790,168 shares · 3.8% of their software · price +$8.7M$68.8MNew · +$60.1M
- CadenceCDNS2,152,265 shares · 3.8% of their software · price +$13.3M$67.6MNew · +$54.3M
- AkamaiAKAM874,314 shares · 2.9% of their software · price −$6.1M$52.2MNew · +$58.3M
- OpenTextOTEX1,235,226 shares · 2.3% of their software · price −$34.3M$41.9MNew · +$76.3M
- ServiceNowNOW372,845 shares · 1.8% of their software · price +$4.9M$32.6MNew · +$27.7M
- NetApp, Inc.NTAP667,905 shares · 1.6% of their software · price +$4.4M$28.0MNew · +$23.6M
- Amdocs LimitedDOX437,163 shares · 1.5% of their software · price +$1.2M$26.7MNew · +$25.5M
- CommvaultCVLT423,221 shares · 1.2% of their software$21.5MNew · +$21.8M
- Automatic Data Processing, Inc.ADP161,311 shares · 0.9% of their software$16.5MNew · +$16.6M
- Fiserv, Inc.FISV135,100 shares · 0.9% of their software · price +$1.2M$15.6MNew · +$14.4M
- SAPSAP152,172 shares · 0.8% of their software · price +$1.8M$14.9MNew · +$13.2M
- MorningstarMORN119,951 shares · 0.5% of their software · price +$605K$9.4MNew · +$8.8M
- FortinetFTNT238,490 shares · 0.5% of their software · price +$2.0M$9.1MNew · +$7.2M
- TrimbleTRMB267,242 shares · 0.5% of their software$8.6MNew · +$8.1M
- ProgressPRGS278,971 shares · 0.5% of their software · price −$803K$8.1MNew · +$8.9M
- VaronisVRNS210,659 shares · 0.4% of their software · price +$1.1M$6.7MNew · +$5.6M
- PegasystemsPEGA132,133 shares · 0.3% of their software · price +$1.0M$5.8MNew · +$4.8M
- NICENICE80,876 shares · 0.3% of their software$5.5MNew · +$5.6M
- GoDaddyGDDY141,797 shares · 0.3% of their software$5.4MNew · +$5.0M
- A10 Networks, Inc.ATEN571,940 shares · 0.3% of their software$5.2MNew · +$4.8M
- 8x8EGHT285,268 shares · 0.2% of their software$4.4MNew
- VeevaVEEV79,751 shares · 0.2% of their software · price +$844K$4.1MNew · +$3.2M
- Donnelley Financial Solutions, Inc.DFIN205,636 shares · 0.2% of their software · price −$759K$4.0MNew · +$4.7M
- VeriskVRSK46,600 shares · 0.2% of their software$3.8MNew · +$3.8M
- InterDigital, Inc.IDCC43,673 shares · 0.2% of their software$3.8MNew · +$4.0M
- Paychex, Inc.PAYX54,700 shares · 0.2% of their software$3.2MNew · +$3.3M
- Mitek Systems, Inc.MITK410,578 shares · 0.2% of their software$2.7MNew · +$2.5M
- RingCentralRNG93,103 shares · 0.1% of their software · price +$717K$2.6MNew · +$1.9M
- Calix, Inc.CALX342,807 shares · 0.1% of their software$2.5MNew · +$2.6M
- Tucows Inc.TCX47,270 shares · 0.1% of their software · price +$747K$2.4MNew · +$1.7M
- Lesaka Technologies, Inc.LSAK167,523 shares · 0.1% of their software$2.0MNew · +$1.9M
- Euronet Worldwide, Inc.EEFT23,800 shares · 0.1% of their software$2.0MNew · +$1.7M
- DescartesDSGX83,300 shares · 0.1% of their software$1.9MNew · +$1.8M
- PTCPTC29,600 shares · 0.1% of their software$1.6MNew · +$1.4M
- SalesforceCRM11,700 shares · 0.1% of their software$965KNew · +$801K
- FactSetFDS4,900 shares · 0.0% of their software$808KNew · +$801K
- Radware Ltd.RDWR49,200 shares · 0.0% of their software$795KNew · +$717K
- EVERTEC, Inc.EVTC33,982 shares · 0.0% of their software$540KNew · +$603K
- Check PointCHKP3,900 shares · 0.0% of their software$400KNew · Flat
- Alarm.com Holdings, Inc.ALRM12,579 shares · 0.0% of their software$387KNew · Flat
- DHI Group, Inc.DHX67,821 shares · 0.0% of their software$268KNew · Flat