Generalist · Boston, MA
Arrowstreet Capital, Limited Partnership
Q1 2019 · compared with Q4 2018
- Software
- $4.3B
- Weight of 13F
- 10.3%
- Names
- 92
- Net bought
- +$169M
Filed 15 May 2019 · SEC filing.
1,699 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
- AdobeADBE2,061,971 shares · 12.7% of their software · price +$83.0M$549M−$103M
- IntuitINTU1,391,021 shares · 8.4% of their software · price +$89.8M$364M−$45.8M
- Automatic Data Processing, Inc.ADP2,179,399 shares · 8.0% of their software · price +$62.4M$348M−$73.7M
- Check PointCHKP2,339,678 shares · 6.8% of their software · price +$55.8M$296M+$11.4M
- Paychex, Inc.PAYX2,705,898 shares · 5.0% of their software · price +$40.7M$217M+$11.0M
- AutodeskADSK1,345,404 shares · 4.8% of their software · price +$36.6M$210M+$125M
- CadenceCDNS3,292,153 shares · 4.8% of their software · price +$65.9M$209M+$86.9M
- FortinetFTNT2,326,308 shares · 4.5% of their software · price +$31.5M$195M+$89.7M
- SAPSAP948,161 shares · 2.5% of their software · price +$15.1M$109M+$1.6M
- Amdocs LimitedDOX1,816,425 shares · 2.3% of their software · price −$8.1M$98.3M+$49.1M
- F5, Inc.FFIV597,040 shares · 2.2% of their software · price −$3.0M$93.7M+$24.3M
- ShopifySHOP445,438 shares · 2.1% of their software · price +$30.4M$92.0M+$49.9M
- SalesforceCRM563,222 shares · 2.1% of their software · price +$12.1M$89.2M+$70.1M
- PaycomPAYC452,093 shares · 2.0% of their software · price +$30.1M$85.5M+$54.9M
- OktaOKTA930,906 shares · 1.8% of their software · price +$17.6M$77.0M+$57.9M
- GoDaddyGDDY1,023,481 shares · 1.8% of their software · price +$9.8M$77.0M+$23.0M
- NICENICE597,180 shares · 1.7% of their software · price +$8.5M$73.2M+$931K
- Fiserv, Inc.FISV804,275 shares · 1.6% of their software · price +$11.9M$71.0MNew · +$59.1M
- RingCentralRNG634,204 shares · 1.6% of their software · price +$16.1M$68.4M+$31.8M
- Palo Alto NetworksPANW259,726 shares · 1.5% of their software · price +$14.2M$63.1M−$6.3M
- OpenTextOTEX1,549,872 shares · 1.4% of their software · price +$9.0M$59.6M+$13.9M
- Block, Inc.XYZ721,326 shares · 1.2% of their software · price +$13.6M$54.0M+$30.2M
- The Trade DeskTTD268,215 shares · 1.2% of their software · price +$22.0M$53.1M+$27.0M
- VeevaVEEV385,940 shares · 1.1% of their software · price +$14.5M$49.0M+$16.0M
- WorkdayWDAY209,099 shares · 0.9% of their software · price +$6.9M$40.3M+$31.2M
- WixWIX328,121 shares · 0.9% of their software · price +$10.0M$39.6M+$17.3M
- TeradataTDC866,971 shares · 0.9% of their software · price +$4.6M$37.8M+$30.5M
- Euronet Worldwide, Inc.EEFT258,211 shares · 0.8% of their software · price +$10.4M$36.8MNew · +$26.4M
- HubSpotHUBS219,878 shares · 0.8% of their software · price +$8.9M$36.5MNew · +$27.6M
- DescartesDSGX909,586 shares · 0.8% of their software · price +$9.0M$33.1M+$9.3M
- ACI WorldwideACIW907,865 shares · 0.7% of their software · price +$4.7M$29.8MNew · +$25.1M
- BroadridgeBR287,464 shares · 0.7% of their software · price +$2.1M$29.8M+$21.5M
- MorningstarMORN208,192 shares · 0.6% of their software · price +$3.4M$26.2MFlat
- Manhattan AssociatesMANH469,796 shares · 0.6% of their software · price +$6.0M$25.9M+$15.2M
- Sabre CorporationSABR1,154,946 shares · 0.6% of their software$24.7M+$20.7M
- WorkivaWK410,280 shares · 0.5% of their software · price +$6.1M$20.8M+$7.5M
- SPS CommerceSPSC181,549 shares · 0.4% of their software · price +$4.3M$19.3M+$5.9M
- PegasystemsPEGA282,654 shares · 0.4% of their software · price +$4.9M$18.4MNew · +$13.5M
- AkamaiAKAM248,028 shares · 0.4% of their software · price +$2.6M$17.8M+$6.7M
- OracleORCL329,733 shares · 0.4% of their software · price +$2.8M$17.7M−$200M
- BlackLineBL380,806 shares · 0.4% of their software · price +$2.0M$17.6MNew · +$15.6M
- Alarm.com Holdings, Inc.ALRM267,364 shares · 0.4% of their software · price +$3.5M$17.4MNew · +$13.9M
- EVERTEC, Inc.EVTC574,985 shares · 0.4% of their software · price −$512K$16.0MNew · +$16.5M
- Radware Ltd.RDWR572,988 shares · 0.3% of their software · price +$2.0M$15.0M+$1.0M
- WEX Inc.WEX75,112 shares · 0.3% of their software · price +$3.9M$14.4M−$2.8M
- MicrosoftMSFT119,429 shares · 0.3% of their software · price +$2.0M$14.1M−$571M
- ProgressPRGS307,041 shares · 0.3% of their software · price +$2.7M$13.6MNew · +$10.9M
- Strategy IncMSTR93,873 shares · 0.3% of their software · price +$1.5M$13.5M+$10.0M
- MongoDBMDB89,003 shares · 0.3% of their software · price +$5.6M$13.1MNew · +$7.5M
- AppFolioAPPF156,248 shares · 0.3% of their software · price +$3.2M$12.4M+$6.2M
- Upbound Group, Inc.UPBD505,774 shares · 0.2% of their software · price +$2.4M$10.6MNew · +$8.2M
- DropboxDBX457,200 shares · 0.2% of their software · price +$626K$10.0MNew · +$9.3M
- PaylocityPCTY94,934 shares · 0.2% of their software · price +$2.8M$8.5MNew · +$5.7M
- Tucows Inc.TCX101,121 shares · 0.2% of their software · price +$2.1M$8.2M+$4.8M
- DocuSignDOCU153,611 shares · 0.2% of their software · price +$1.8M$8.0MNew · +$6.2M
- Five9FIVN130,700 shares · 0.2% of their software · price +$1.2M$6.9MNew · +$5.7M
- A10 Networks, Inc.ATEN905,902 shares · 0.1% of their software · price +$770K$6.4M+$4.5M
- VaronisVRNS100,911 shares · 0.1% of their software · price +$679K$6.0M−$5.1M
- Calix, Inc.CALX692,495 shares · 0.1% of their software · price −$1.4M$5.3M+$1.1M
- Q2QTWO74,383 shares · 0.1% of their software · price +$1.5M$5.2M+$3.4M
- Mitek Systems, Inc.MITK375,486 shares · 0.1% of their software · price +$537K$4.6M+$3.8M
- ElasticESTC54,100 shares · 0.1% of their software$4.3MNew · +$3.9M
- Agilysys, Inc.AGYS199,318 shares · 0.1% of their software · price +$1.4M$4.2M+$1.3M
- TenableTENB117,754 shares · 0.1% of their software · price +$1.1M$3.7MNew · +$2.6M
- YextYEXT166,900 shares · 0.1% of their software · price +$1.2M$3.6MNew · +$2.5M
- TrimbleTRMB88,420 shares · 0.1% of their software · price +$662K$3.6M+$1.5M
- QualysQLYS39,200 shares · 0.1% of their software$3.2M+$695K
- NetScout Systems, Inc.NTCT112,508 shares · 0.1% of their software$3.2M+$1.6M
- StoneCo Ltd.STNE68,400 shares · 0.1% of their software · price +$1.6M$2.8MNew · +$1.3M
- Ribbon Communications Inc.RBBN502,420 shares · 0.1% of their software$2.6M+$1.6M
- VeriskVRSK17,976 shares · 0.1% of their software$2.4M−$2.0M
- Digital TurbineAPPS672,861 shares · 0.1% of their software · price +$1.1M$2.4M+$1.0M
- CommvaultCVLT34,600 shares · 0.1% of their software$2.2MNew · +$2.0M
- ServiceNowNOW6,800 shares · 0.0% of their software$1.7MFlat
- PDF Solutions, Inc.PDFS115,828 shares · 0.0% of their software$1.4MNew · +$976K
- LiveRamp Holdings, Inc.RAMP23,800 shares · 0.0% of their software$1.3MNew · +$919K
- VeriSign, Inc.VRSN7,017 shares · 0.0% of their software$1.3M−$26.7M
- Lesaka Technologies, Inc.LSAK321,928 shares · 0.0% of their software$1.2M+$884K
- PAR Technology CorporationPAR46,613 shares · 0.0% of their software$1.1MNew · +$1.0M
- International Money Express, Inc.IMXI92,086 shares · 0.0% of their software$1.1M+$745K
- AppianAPPN29,900 shares · 0.0% of their software$1.0MNew · +$799K
- Allot Ltd.ALLT125,688 shares · 0.0% of their software$972K+$646K
- Ooma, Inc.OOMA63,750 shares · 0.0% of their software$844KFlat
- SynopsysSNPS5,600 shares · 0.0% of their software$645K−$13.6M
- Tyler TechnologiesTYL2,400 shares · 0.0% of their software$491KNew · Flat
- Materialise NVMTLS26,679 shares · 0.0% of their software$420KNew · +$534K
- OneSpan Inc.OSPN18,203 shares · 0.0% of their software$350KNew · Flat
- i3 Verticals, Inc.IIIV13,855 shares · 0.0% of their software$333KFlat
- DHI Group, Inc.DHX119,688 shares · 0.0% of their software$291KFlat
- Simulations PlusSLP10,385 shares · 0.0% of their software$219KNew · Flat
- Immersion CorporationIMMR17,772 shares · 0.0% of their software$150KNew · Flat
- NetSol Technologies, Inc.NTWK10,247 shares · 0.0% of their software$67KNew · Flat