Generalist · Boston, MA
Arrowstreet Capital, Limited Partnership
Q2 2019 · compared with Q1 2019
- Software
- $5.3B
- Weight of 13F
- 11.8%
- Names
- 75
- Net bought
- +$646M
Filed 14 August 2019 · SEC filing.
1,343 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
- Automatic Data Processing, Inc.ADP2,818,888 shares · 8.8% of their software · price +$15.8M$466M+$102M
- AdobeADBE1,519,442 shares · 8.5% of their software · price +$42.8M$448M−$145M
- IntuitINTU1,682,032 shares · 8.3% of their software$440M+$76.1M
- OracleORCL7,109,540 shares · 7.7% of their software · price +$23.2M$405M+$364M
- CadenceCDNS4,437,509 shares · 5.9% of their software · price +$32.4M$314M+$72.7M
- MicrosoftMSFT2,249,869 shares · 5.7% of their software · price +$36.0M$301M+$251M
- Paychex, Inc.PAYX3,387,601 shares · 5.3% of their software · price +$7.1M$279M+$54.7M
- Check PointCHKP2,371,654 shares · 5.2% of their software · price −$25.8M$274M+$4.0M
- AutodeskADSK1,392,278 shares · 4.3% of their software · price +$9.9M$227M+$7.3M
- SalesforceCRM1,446,005 shares · 4.2% of their software · price −$9.6M$219M+$140M
- ShopifySHOP589,719 shares · 3.4% of their software · price +$55.2M$177M+$29.8M
- FortinetFTNT2,253,014 shares · 3.3% of their software · price −$16.1M$173M−$6.2M
- SAPSAP1,119,938 shares · 2.9% of their software · price +$23.9M$153M+$19.8M
- VeevaVEEV916,697 shares · 2.8% of their software · price +$32.3M$149M+$67.3M
- Amdocs LimitedDOX2,081,177 shares · 2.4% of their software · price +$16.6M$129M+$14.3M
- OpenTextOTEX2,551,638 shares · 2.0% of their software · price +$7.1M$105M+$38.5M
- NICENICE539,379 shares · 1.4% of their software · price +$7.8M$73.9M−$7.1M
- Euronet Worldwide, Inc.EEFT427,597 shares · 1.4% of their software · price +$11.0M$71.9M+$24.2M
- F5, Inc.FFIV468,606 shares · 1.3% of their software · price −$5.3M$68.2M−$20.2M
- PaycomPAYC280,428 shares · 1.2% of their software · price +$10.5M$63.6M−$32.5M
- RingCentralRNG506,186 shares · 1.1% of their software · price +$3.6M$58.2M−$13.8M
- Palo Alto NetworksPANW268,500 shares · 1.0% of their software · price −$10.5M$54.7M+$2.1M
- The Trade DeskTTD228,072 shares · 1.0% of their software · price +$6.8M$52.0M−$7.9M
- Manhattan AssociatesMANH663,886 shares · 0.9% of their software · price +$9.4M$46.0M+$10.7M
- DescartesDSGX1,241,253 shares · 0.9% of their software · price +$708K$45.9M+$12.1M
- WixWIX297,796 shares · 0.8% of their software · price +$6.3M$42.3M−$3.7M
- HubSpotHUBS242,578 shares · 0.8% of their software · price +$1.0M$41.4M+$3.8M
- MorningstarMORN206,192 shares · 0.6% of their software · price +$3.8M$29.8MFlat
- TeradataTDC773,300 shares · 0.5% of their software · price −$6.0M$27.7M−$4.1M
- EVERTEC, Inc.EVTC830,203 shares · 0.5% of their software · price +$4.1M$27.1M+$7.1M
- WorkivaWK440,896 shares · 0.5% of their software · price +$3.3M$25.6M+$1.6M
- ACI WorldwideACIW692,939 shares · 0.5% of their software · price +$1.0M$23.8M−$7.1M
- VeriskVRSK161,815 shares · 0.4% of their software · price +$2.2M$23.7M+$19.1M
- Fiserv, Inc.FISV250,082 shares · 0.4% of their software · price +$720K$22.8M−$48.9M
- Alarm.com Holdings, Inc.ALRM375,450 shares · 0.4% of their software · price −$4.3M$20.1M+$7.0M
- PegasystemsPEGA272,549 shares · 0.4% of their software · price +$1.7M$19.4M−$657K
- SPS CommerceSPSC180,090 shares · 0.3% of their software · price −$693K$18.4MFlat
- GoDaddyGDDY217,326 shares · 0.3% of their software · price −$1.1M$15.2M−$60.6M
- LiveRamp Holdings, Inc.RAMP308,520 shares · 0.3% of their software · price −$1.9M$15.0M+$15.5M
- ProgressPRGS342,176 shares · 0.3% of their software$14.9M+$1.6M
- Strategy IncMSTR90,889 shares · 0.2% of their software$13.0MFlat
- BlackLineBL196,813 shares · 0.2% of their software · price +$1.4M$10.5M−$8.5M
- AppFolioAPPF94,697 shares · 0.2% of their software · price +$2.2M$9.7M−$4.9M
- Fair IsaacFICO27,874 shares · 0.2% of their software · price +$1.2M$8.8MNew · +$7.6M
- BroadridgeBR67,101 shares · 0.2% of their software · price +$1.6M$8.6M−$22.8M
- Block, Inc.XYZ104,348 shares · 0.1% of their software$7.6M−$46.2M
- PaylocityPCTY70,657 shares · 0.1% of their software$6.6M−$2.2M
- CommvaultCVLT109,787 shares · 0.1% of their software · price −$1.7M$5.4M+$4.9M
- Tucows Inc.TCX87,121 shares · 0.1% of their software · price −$1.8M$5.3M−$1.1M
- Calix, Inc.CALX712,995 shares · 0.1% of their software · price −$813K$4.7MFlat
- Agilysys, Inc.AGYS210,870 shares · 0.1% of their software$4.5MFlat
- A10 Networks, Inc.ATEN594,876 shares · 0.1% of their software$4.1M−$2.2M
- Digital TurbineAPPS805,189 shares · 0.1% of their software · price +$1.2M$4.0MFlat
- VeriSign, Inc.VRSN17,700 shares · 0.1% of their software$3.7M+$1.9M
- Paysign, Inc.PAYS236,762 shares · 0.1% of their software · price +$1.3M$3.2MNew · +$1.9M
- PagerDutyPD59,979 shares · 0.1% of their software$2.8MNew · +$2.8M
- NetApp, Inc.NTAP44,257 shares · 0.1% of their software$2.7MNew · +$3.1M
- International Money Express, Inc.IMXI176,434 shares · 0.0% of their software$2.5M+$983K
- NetScout Systems, Inc.NTCT74,131 shares · 0.0% of their software$1.9M−$1.1M
- Lesaka Technologies, Inc.LSAK412,440 shares · 0.0% of their software$1.7MFlat
- SynopsysSNPS12,200 shares · 0.0% of their software$1.6M+$760K
- PDF Solutions, Inc.PDFS118,117 shares · 0.0% of their software$1.6MFlat
- Ribbon Communications Inc.RBBN190,316 shares · 0.0% of their software$931K−$1.6M
- WEX Inc.WEX4,252 shares · 0.0% of their software$885K−$13.6M
- Allot Ltd.ALLT121,460 shares · 0.0% of their software$867KFlat
- Endava plcDAVA20,811 shares · 0.0% of their software$837KNew · +$572K
- CoStarCSGP1,300 shares · 0.0% of their software$720KNew · +$606K
- Simulations PlusSLP19,944 shares · 0.0% of their software$570KFlat
- DHI Group, Inc.DHX132,384 shares · 0.0% of their software$473KFlat
- i3 Verticals, Inc.IIIV13,277 shares · 0.0% of their software$391KFlat
- Ooma, Inc.OOMA35,518 shares · 0.0% of their software$372KFlat
- FactSetFDS1,069 shares · 0.0% of their software$306KNew · Flat
- Five9FIVN4,600 shares · 0.0% of their software$236K−$6.7M
- Radware Ltd.RDWR8,613 shares · 0.0% of their software$213K−$14.7M
- NetSol Technologies, Inc.NTWK10,247 shares · 0.0% of their software$57KFlat