Generalist · Boston, MA
Arrowstreet Capital, Limited Partnership
Q1 2018 · compared with Q4 2017
- Software
- $3.8B
- Weight of 13F
- 8.8%
- Names
- 55
- Net bought
- +$97.0M
Filed 14 May 2018 · SEC filing.
1,087 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
- AdobeADBE4,791,084 shares · 27.2% of their software · price +$196M$1.0B−$101M
- IntuitINTU2,660,104 shares · 12.1% of their software · price +$41.4M$461M−$116M
- SalesforceCRM3,869,338 shares · 11.8% of their software · price +$54.4M$450M+$30.7M
- Automatic Data Processing, Inc.ADP3,421,923 shares · 10.2% of their software · price −$12.7M$388M−$67.0M
- VeriSign, Inc.VRSN1,702,845 shares · 5.3% of their software · price +$7.0M$202M−$5.3M
- MicrosoftMSFT2,170,400 shares · 5.2% of their software · price +$12.4M$198M+$181M
- Fiserv, Inc.FISV1,801,720 shares · 3.4% of their software · price −$108M$128M+$156M
- SynopsysSNPS1,522,337 shares · 3.3% of their software · price −$3.0M$127M−$28.2M
- SAPSAP1,180,021 shares · 3.3% of their software · price −$8.5M$124M+$131M
- CadenceCDNS2,911,212 shares · 2.8% of their software · price −$14.7M$107M+$56.9M
- TrimbleTRMB2,080,711 shares · 2.0% of their software · price −$9.9M$74.7M+$4.4M
- RingCentralRNG920,500 shares · 1.5% of their software · price +$13.9M$58.5M+$23.4M
- CoStarCSGP150,514 shares · 1.4% of their software · price +$9.9M$54.6M+$26.7M
- Check PointCHKP534,054 shares · 1.4% of their software · price −$2.3M$53.1M−$68.1M
- Palo Alto NetworksPANW273,800 shares · 1.3% of their software · price +$10.0M$49.7MNew · +$39.7M
- Amdocs LimitedDOX504,561 shares · 0.9% of their software · price +$626K$33.7M+$11.7M
- BroadridgeBR294,835 shares · 0.8% of their software · price +$5.6M$32.3M+$24.6M
- TeradataTDC481,209 shares · 0.5% of their software · price +$582K$19.1M+$14.2M
- ProgressPRGS490,411 shares · 0.5% of their software · price −$2.0M$18.9M+$9.3M
- HubSpotHUBS158,348 shares · 0.4% of their software · price +$3.2M$17.1MNew · +$14.0M
- WorkdayWDAY120,800 shares · 0.4% of their software · price +$3.1M$15.4M+$7.9M
- FortinetFTNT280,645 shares · 0.4% of their software · price +$2.8M$15.0MNew · +$12.3M
- NICENICE148,212 shares · 0.4% of their software$13.9MNew · +$13.6M
- VaronisVRNS222,665 shares · 0.4% of their software · price +$2.7M$13.5M+$6.2M
- Fair IsaacFICO77,383 shares · 0.3% of their software · price +$1.3M$13.1M+$3.5M
- PegasystemsPEGA193,632 shares · 0.3% of their software · price +$2.6M$11.7MFlat
- AutodeskADSK87,900 shares · 0.3% of their software · price +$1.8M$11.0M−$61.6M
- DescartesDSGX335,118 shares · 0.3% of their software$9.6M+$2.6M
- QualysQLYS128,685 shares · 0.2% of their software · price +$1.7M$9.4M+$6.7M
- WorkivaWK366,060 shares · 0.2% of their software · price +$842K$8.7M+$3.6M
- MorningstarMORN80,254 shares · 0.2% of their software$7.7M+$5.0M
- ServiceNowNOW36,100 shares · 0.2% of their software · price +$1.3M$6.0MNew · +$4.7M
- SS&CSSNC96,488 shares · 0.1% of their software · price +$1.3M$5.2M−$5.0M
- Paychex, Inc.PAYX81,700 shares · 0.1% of their software · price −$530K$5.0MNew · +$5.6M
- AppFolioAPPF109,154 shares · 0.1% of their software$4.5M−$1.4M
- CommvaultCVLT69,400 shares · 0.1% of their software$4.0MNew · +$3.6M
- Strategy IncMSTR25,089 shares · 0.1% of their software$3.2MFlat
- Calix, Inc.CALX386,292 shares · 0.1% of their software$2.6MFlat
- FactSetFDS12,100 shares · 0.1% of their software$2.4MNew · +$2.3M
- NetApp, Inc.NTAP38,100 shares · 0.1% of their software$2.4MNew · +$2.1M
- Manhattan AssociatesMANH56,000 shares · 0.1% of their software$2.3MNew · +$2.8M
- Block, Inc.XYZ47,500 shares · 0.1% of their software · price +$690K$2.3MNew · +$1.6M
- F5, Inc.FFIV11,900 shares · 0.0% of their software$1.7M+$538K
- OracleORCL36,800 shares · 0.0% of their software$1.7M−$213M
- Five9FIVN47,198 shares · 0.0% of their software$1.4MNew · +$1.2M
- ShopifySHOP9,900 shares · 0.0% of their software$1.2M−$38.6M
- Ribbon Communications Inc.RBBN221,148 shares · 0.0% of their software · price −$582K$1.1M+$731K
- Mitek Systems, Inc.MITK134,915 shares · 0.0% of their software$998KFlat
- Euronet Worldwide, Inc.EEFT12,300 shares · 0.0% of their software$971K−$1.3M
- Ooma, Inc.OOMA38,358 shares · 0.0% of their software$418KFlat
- PAR Technology CorporationPAR27,394 shares · 0.0% of their software$386KFlat
- OpenTextOTEX9,000 shares · 0.0% of their software$313KNew · Flat
- Digital TurbineAPPS83,158 shares · 0.0% of their software$167KNew · Flat
- Lesaka Technologies, Inc.LSAK17,000 shares · 0.0% of their software$161KFlat
- DHI Group, Inc.DHX91,994 shares · 0.0% of their software$147KFlat