Generalist · Boston, MA
Arrowstreet Capital, Limited Partnership
Q4 2018 · compared with Q3 2018
- Software
- $3.4B
- Weight of 13F
- 8.8%
- Names
- 68
- Net bought
- −$2.6B
Filed 14 February 2019 · SEC filing.
1,316 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
- MicrosoftMSFT5,744,523 shares · 17.4% of their software · price −$73.5M$583M−$496M
- AdobeADBE2,516,493 shares · 17.0% of their software · price −$110M$569M−$419M
- Automatic Data Processing, Inc.ADP2,741,495 shares · 10.7% of their software · price −$53.6M$359M−$273M
- IntuitINTU1,623,789 shares · 9.5% of their software · price −$49.6M$320M−$348M
- Check PointCHKP2,228,831 shares · 6.8% of their software · price −$33.5M$229M−$9.3M
- OracleORCL4,750,863 shares · 6.4% of their software · price −$30.5M$215MNew · +$245M
- Paychex, Inc.PAYX2,537,114 shares · 4.9% of their software · price −$21.6M$165M−$64.8M
- SAPSAP932,500 shares · 2.8% of their software · price −$21.9M$92.8M−$46.3M
- FortinetFTNT1,052,299 shares · 2.2% of their software · price −$23.0M$74.1M−$93.6M
- F5, Inc.FFIV447,329 shares · 2.2% of their software · price −$16.7M$72.5M+$39.2M
- NICENICE588,580 shares · 1.9% of their software · price −$3.7M$63.7M−$17.6M
- Amdocs LimitedDOX977,849 shares · 1.7% of their software · price −$7.2M$57.3M+$1.8M
- CadenceCDNS1,293,220 shares · 1.7% of their software · price −$2.4M$56.2M−$43.3M
- Palo Alto NetworksPANW292,914 shares · 1.6% of their software · price −$10.8M$55.2M−$138M
- AutodeskADSK375,937 shares · 1.4% of their software · price −$10.3M$48.3M+$39.5M
- GoDaddyGDDY673,434 shares · 1.3% of their software · price −$12.0M$44.2M−$29.2M
- OpenTextOTEX1,123,168 shares · 1.1% of their software · price −$6.1M$36.6M−$68.6M
- VeriSign, Inc.VRSN187,120 shares · 0.8% of their software · price −$2.2M$27.7M−$125M
- MorningstarMORN211,474 shares · 0.7% of their software · price −$3.4M$23.2M−$4.6M
- RingCentralRNG248,272 shares · 0.6% of their software · price −$2.6M$20.5M−$41.0M
- VeevaVEEV206,740 shares · 0.6% of their software · price −$4.0M$18.5M+$10.3M
- CoStarCSGP53,846 shares · 0.5% of their software · price −$4.5M$18.2M−$35.8M
- DescartesDSGX556,949 shares · 0.4% of their software · price −$4.1M$14.7M−$9.7M
- SynopsysSNPS167,500 shares · 0.4% of their software · price −$2.4M$14.1MNew · +$16.5M
- WEX Inc.WEX95,060 shares · 0.4% of their software · price −$5.8M$13.3M+$554K
- WixWIX136,104 shares · 0.4% of their software · price −$4.0M$12.3M−$50.4M
- Radware Ltd.RDWR527,436 shares · 0.4% of their software · price −$2.0M$12.0M−$7.5M
- ShopifySHOP85,200 shares · 0.4% of their software · price −$2.2M$11.8M+$13.0M
- BlackBerry LimitedBB1,559,347 shares · 0.3% of their software · price −$6.7M$11.1MNew · +$17.7M
- VaronisVRNS197,694 shares · 0.3% of their software · price −$4.0M$10.5M−$2.2M
- Block, Inc.XYZ183,366 shares · 0.3% of their software · price −$7.9M$10.3MNew · +$18.2M
- SPS CommerceSPSC109,485 shares · 0.3% of their software · price −$1.8M$9.0M−$4.4M
- AkamaiAKAM138,200 shares · 0.3% of their software · price −$1.7M$8.4M+$2.9M
- WorkivaWK201,879 shares · 0.2% of their software · price −$729K$7.2M−$6.9M
- SalesforceCRM51,516 shares · 0.2% of their software · price −$1.1M$7.1M−$341M
- BroadridgeBR63,940 shares · 0.2% of their software · price −$2.3M$6.2M−$90.4M
- Calix, Inc.CALX579,199 shares · 0.2% of their software · price +$956K$5.6M+$1.7M
- Manhattan AssociatesMANH110,805 shares · 0.1% of their software · price −$1.4M$4.7M+$3.0M
- Sabre CorporationSABR197,100 shares · 0.1% of their software · price −$875K$4.3MNew · +$5.1M
- The Trade DeskTTD35,300 shares · 0.1% of their software · price −$1.2M$4.1MNew · +$5.3M
- VeriskVRSK35,900 shares · 0.1% of their software$3.9M−$33.4M
- TwilioTWLO38,300 shares · 0.1% of their software$3.4M+$2.3M
- AppFolioAPPF51,229 shares · 0.1% of their software · price −$983K$3.0M−$4.8M
- TeradataTDC72,032 shares · 0.1% of their software$2.8MNew · +$2.7M
- WorkdayWDAY14,021 shares · 0.1% of their software$2.2MNew · +$2.0M
- QualysQLYS29,900 shares · 0.1% of their software$2.2M−$3.1M
- Strategy IncMSTR15,340 shares · 0.1% of their software$2.0M−$6.3M
- ServiceNowNOW8,823 shares · 0.0% of their software$1.6M−$43.6M
- Agilysys, Inc.AGYS108,437 shares · 0.0% of their software$1.6M−$927K
- OktaOKTA23,721 shares · 0.0% of their software$1.5M−$9.7M
- TrimbleTRMB44,300 shares · 0.0% of their software$1.5MNew · +$1.9M
- Tucows Inc.TCX20,436 shares · 0.0% of their software$1.2MNew · +$1.1M
- A10 Networks, Inc.ATEN186,554 shares · 0.0% of their software$1.2MFlat
- NetScout Systems, Inc.NTCT43,700 shares · 0.0% of their software$1.0MNew · +$1.1M
- Fair IsaacFICO5,000 shares · 0.0% of their software$935KFlat
- Ribbon Communications Inc.RBBN174,327 shares · 0.0% of their software$840KNew · +$1.2M
- Ooma, Inc.OOMA57,346 shares · 0.0% of their software$796KFlat
- Lesaka Technologies, Inc.LSAK133,443 shares · 0.0% of their software$626K−$1.2M
- Donnelley Financial Solutions, Inc.DFIN39,560 shares · 0.0% of their software$555KNew · +$709K
- PaycomPAYC3,500 shares · 0.0% of their software$429KNew · +$544K
- International Money Express, Inc.IMXI29,800 shares · 0.0% of their software$356KFlat
- InterDigital, Inc.IDCC4,400 shares · 0.0% of their software$292KNew · Flat
- Q2QTWO5,800 shares · 0.0% of their software$287KNew · Flat
- Mitek Systems, Inc.MITK22,845 shares · 0.0% of their software$247KFlat
- i3 Verticals, Inc.IIIV8,855 shares · 0.0% of their software$213KNew · Flat
- Digital TurbineAPPS106,058 shares · 0.0% of their software$194KFlat
- DHI Group, Inc.DHX119,688 shares · 0.0% of their software$182KFlat
- Allot Ltd.ALLT19,219 shares · 0.0% of their software$116KNew · Flat