Generalist · Boston, MA
Arrowstreet Capital, Limited Partnership
Q4 2017 · compared with Q3 2017
- Software
- $3.5B
- Weight of 13F
- 8.5%
- Names
- 46
- Net bought
- +$291M
Filed 9 February 2018 · SEC filing.
1,206 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
- AdobeADBE5,368,796 shares · 26.9% of their software · price +$140M$941M+$19.1M
- IntuitINTU3,395,577 shares · 15.3% of their software · price +$53.1M$536MFlat
- Automatic Data Processing, Inc.ADP3,993,394 shares · 13.4% of their software · price +$31.4M$468M+$131M
- SalesforceCRM3,568,872 shares · 10.4% of their software · price +$31.4M$365M+$255M
- OracleORCL4,537,765 shares · 6.1% of their software · price −$4.9M$215M−$230M
- VeriSign, Inc.VRSN1,749,003 shares · 5.7% of their software · price +$14.1M$200M+$18.3M
- SynopsysSNPS1,853,499 shares · 4.5% of their software · price +$8.7M$158M+$40.7M
- Check PointCHKP1,191,511 shares · 3.5% of their software · price −$12.4M$123M+$44.6M
- Fiserv, Inc.FISV611,803 shares · 2.3% of their software · price +$1.3M$80.2M−$9.9M
- TrimbleTRMB1,973,352 shares · 2.3% of their software · price +$2.7M$80.2M+$40.2M
- AutodeskADSK675,981 shares · 2.0% of their software · price −$5.0M$70.9M+$27.7M
- CadenceCDNS1,551,031 shares · 1.9% of their software · price +$3.6M$64.9M−$44.7M
- ShopifySHOP391,874 shares · 1.1% of their software · price −$6.1M$39.6MNew · +$45.6M
- Amdocs LimitedDOX325,751 shares · 0.6% of their software$21.3MNew · +$21.0M
- RingCentralRNG436,564 shares · 0.6% of their software · price +$2.9M$21.1M+$5.3M
- CoStarCSGP60,764 shares · 0.5% of their software · price +$1.7M$18.0M+$7.6M
- ProgressPRGS273,029 shares · 0.3% of their software · price +$1.2M$11.6M−$4.8M
- PegasystemsPEGA195,388 shares · 0.3% of their software · price −$2.1M$9.2M+$8.5M
- SS&CSSNC219,990 shares · 0.3% of their software$8.9MNew · +$8.8M
- Fair IsaacFICO54,683 shares · 0.2% of their software · price +$694K$8.4MNew · +$7.7M
- DescartesDSGX242,516 shares · 0.2% of their software$6.9M+$6.1M
- AppFolioAPPF142,199 shares · 0.2% of their software · price −$917K$5.9M+$738K
- MicrosoftMSFT55,500 shares · 0.1% of their software · price +$613K$4.7M−$19.0M
- VaronisVRNS94,500 shares · 0.1% of their software · price +$628K$4.6M+$3.7M
- WorkdayWDAY42,900 shares · 0.1% of their software$4.4MNew · +$4.5M
- TeradataTDC111,134 shares · 0.1% of their software · price +$519K$4.3MNew · +$3.8M
- WorkivaWK199,118 shares · 0.1% of their software$4.3MNew · +$4.2M
- Strategy IncMSTR25,923 shares · 0.1% of their software$3.4MNew · +$3.3M
- VeevaVEEV55,800 shares · 0.1% of their software$3.1M+$542K
- MorningstarMORN28,411 shares · 0.1% of their software$2.8M−$6.2M
- PaycomPAYC29,668 shares · 0.1% of their software$2.4MNew · +$2.2M
- Calix, Inc.CALX400,062 shares · 0.1% of their software$2.4M+$674K
- Euronet Worldwide, Inc.EEFT28,139 shares · 0.1% of their software$2.4M−$13.3M
- BroadridgeBR23,244 shares · 0.1% of their software$2.1MNew · +$1.9M
- SAPSAP13,409 shares · 0.0% of their software$1.5M−$3.6M
- Mitek Systems, Inc.MITK162,567 shares · 0.0% of their software$1.5MFlat
- F5, Inc.FFIV7,800 shares · 0.0% of their software$1.0M−$25.4M
- Ribbon Communications Inc.RBBN126,646 shares · 0.0% of their software$979KNew · +$969K
- QualysQLYS16,471 shares · 0.0% of their software$978KNew · +$853K
- Ooma, Inc.OOMA38,358 shares · 0.0% of their software$458KFlat
- BlackLineBL12,100 shares · 0.0% of their software$397KNew · Flat
- Lesaka Technologies, Inc.LSAK29,200 shares · 0.0% of their software$347KNew · Flat
- PAR Technology CorporationPAR36,594 shares · 0.0% of their software$342KFlat
- DHI Group, Inc.DHX148,721 shares · 0.0% of their software$283KFlat
- Upbound Group, Inc.UPBD16,500 shares · 0.0% of their software$183KFlat
- A10 Networks, Inc.ATEN11,900 shares · 0.0% of their software$92KNew · Flat