Generalist · Boston, MA
Arrowstreet Capital, Limited Partnership
Q3 2018 · compared with Q2 2018
- Software
- $6.5B
- Weight of 13F
- 14.6%
- Names
- 59
- Net bought
- −$6.9M
Filed 14 November 2018 · SEC filing.
1,059 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
- MicrosoftMSFT10,082,981 shares · 17.8% of their software · price +$159M$1.2B+$158M
- AdobeADBE4,068,429 shares · 17.0% of their software · price +$106M$1.1B−$30.2M
- IntuitINTU3,154,308 shares · 11.1% of their software · price +$72.8M$717M+$27.7M
- Automatic Data Processing, Inc.ADP4,552,000 shares · 10.6% of their software · price +$75.2M$686M+$158M
- SalesforceCRM2,197,034 shares · 5.4% of their software · price +$49.7M$349M−$113M
- Check PointCHKP2,308,257 shares · 4.2% of their software · price +$46.1M$272M+$50.1M
- Paychex, Inc.PAYX3,417,142 shares · 3.9% of their software · price +$18.1M$252M+$108M
- Palo Alto NetworksPANW904,786 shares · 3.1% of their software · price +$17.9M$204M−$27.7M
- FortinetFTNT2,067,006 shares · 2.9% of their software · price +$61.7M$191M−$36.4M
- SAPSAP1,308,838 shares · 2.5% of their software · price +$9.6M$161MFlat
- VeriSign, Inc.VRSN969,183 shares · 2.4% of their software · price +$22.0M$155M−$46.9M
- OpenTextOTEX2,926,386 shares · 1.7% of their software · price +$8.3M$111M+$62.5M
- CadenceCDNS2,249,358 shares · 1.6% of their software · price +$4.5M$102M−$47.7M
- BroadridgeBR749,317 shares · 1.5% of their software · price +$12.6M$98.9M+$54.4M
- GoDaddyGDDY1,023,616 shares · 1.3% of their software · price +$13.1M$85.4M+$71.6M
- NICENICE742,726 shares · 1.3% of their software · price +$7.9M$85.0M+$1.3M
- WixWIX556,835 shares · 1.0% of their software · price +$10.8M$66.7M+$41.1M
- RingCentralRNG689,361 shares · 1.0% of their software · price +$15.6M$64.1M−$16.3M
- Amdocs LimitedDOX949,941 shares · 1.0% of their software$62.7M+$11.0M
- CoStarCSGP138,884 shares · 0.9% of their software · price +$1.1M$58.4M−$17.8M
- F5, Inc.FFIV250,738 shares · 0.8% of their software · price +$6.8M$50.0M+$35.1M
- ServiceNowNOW231,860 shares · 0.7% of their software · price +$5.4M$45.4M+$5.0M
- Tyler TechnologiesTYL161,877 shares · 0.6% of their software · price +$3.7M$39.7M−$12.2M
- VeriskVRSK312,566 shares · 0.6% of their software · price +$4.0M$37.7M+$12.1M
- MorningstarMORN248,177 shares · 0.5% of their software · price −$583K$31.2M+$2.2M
- DescartesDSGX843,052 shares · 0.4% of their software · price +$1.2M$28.6M+$21.1M
- Fiserv, Inc.FISV307,778 shares · 0.4% of their software · price +$2.6M$25.4M−$108M
- Radware Ltd.RDWR811,337 shares · 0.3% of their software · price +$965K$21.5M+$15.3M
- NutanixNTNX487,144 shares · 0.3% of their software · price −$4.3M$20.8M+$16.1M
- AutodeskADSK122,900 shares · 0.3% of their software · price +$3.1M$19.2M+$4.8M
- WEX Inc.WEX92,300 shares · 0.3% of their software · price +$949K$18.5M−$3.0M
- VaronisVRNS227,120 shares · 0.3% of their software$16.6M−$5.7M
- SPS CommerceSPSC154,144 shares · 0.2% of their software · price +$4.0M$15.3M+$5.1M
- WorkivaWK375,701 shares · 0.2% of their software · price +$5.7M$14.8MFlat
- DocuSignDOCU277,791 shares · 0.2% of their software$14.6M−$9.1M
- VeevaVEEV111,963 shares · 0.2% of their software · price +$3.6M$12.2M+$7.4M
- OktaOKTA161,300 shares · 0.2% of their software · price +$3.2M$11.3M+$4.0M
- ProgressPRGS297,708 shares · 0.2% of their software · price −$1.1M$10.5M−$6.6M
- HubSpotHUBS62,168 shares · 0.1% of their software · price +$1.6M$9.4M−$20.6M
- AppFolioAPPF112,590 shares · 0.1% of their software · price +$1.9M$8.8M+$1.1M
- Strategy IncMSTR60,249 shares · 0.1% of their software · price +$775K$8.5M+$3.3M
- AkamaiAKAM98,807 shares · 0.1% of their software$7.2M−$4.7M
- QualysQLYS64,735 shares · 0.1% of their software$5.8M−$6.3M
- DropboxDBX207,200 shares · 0.1% of their software · price −$1.2M$5.6M−$1.9M
- Calix, Inc.CALX375,448 shares · 0.0% of their software$3.0MFlat
- Manhattan AssociatesMANH55,482 shares · 0.0% of their software$3.0MNew · +$2.6M
- PaylocityPCTY34,995 shares · 0.0% of their software · price +$751K$2.8M−$2.5M
- Agilysys, Inc.AGYS165,301 shares · 0.0% of their software$2.7M+$1.5M
- Lesaka Technologies, Inc.LSAK289,133 shares · 0.0% of their software$2.3M+$2.0M
- Ooma, Inc.OOMA62,639 shares · 0.0% of their software$1.0MFlat
- A10 Networks, Inc.ATEN166,058 shares · 0.0% of their software$1.0MNew · +$1.0M
- ShopifySHOP6,073 shares · 0.0% of their software$999K+$521K
- TwilioTWLO11,400 shares · 0.0% of their software$984K−$5.3M
- Fair IsaacFICO4,000 shares · 0.0% of their software$914K−$16.6M
- Mitek Systems, Inc.MITK67,081 shares · 0.0% of their software$473K−$628K
- eGain CorporationEGAN40,300 shares · 0.0% of their software$326KNew · +$609K
- DHI Group, Inc.DHX137,082 shares · 0.0% of their software$288KFlat
- International Money Express, Inc.IMXI22,500 shares · 0.0% of their software$270KNew · Flat
- Digital TurbineAPPS106,058 shares · 0.0% of their software$131KFlat