Generalist · Boston, MA
Arrowstreet Capital, Limited Partnership
Q1 2020 · compared with Q4 2019
- Software
- $3.9B
- Weight of 13F
- 11.1%
- Names
- 71
- Net bought
- +$509M
Filed 15 May 2020 · SEC filing.
1,832 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
- MicrosoftMSFT14,376,595 shares · 57.7% of their software$2.3B+$1.4B
- AdobeADBE1,108,259 shares · 9.0% of their software · price −$12.8M$353M+$21.5M
- IntuitINTU913,505 shares · 5.3% of their software · price −$29.2M$210M−$187M
- ShopifySHOP364,487 shares · 3.9% of their software · price +$7.1M$153MNew · +$145M
- Check PointCHKP1,078,610 shares · 2.8% of their software · price −$11.2M$108M−$11.5M
- FortinetFTNT971,532 shares · 2.5% of their software · price −$5.4M$98.3M−$11.7M
- OracleORCL1,876,009 shares · 2.3% of their software · price −$8.7M$90.7M+$95.7M
- Amdocs LimitedDOX1,624,917 shares · 2.3% of their software · price −$28.0M$89.3M−$24.6M
- CadenceCDNS994,078 shares · 1.7% of their software · price −$3.3M$65.6M−$143M
- SAPSAP592,668 shares · 1.7% of their software · price −$13.9M$65.5M+$3.9M
- VeevaVEEV401,649 shares · 1.6% of their software · price +$6.3M$62.8M−$136M
- NICENICE211,108 shares · 0.8% of their software · price −$2.4M$30.3M−$26.5M
- CoStarCSGP45,759 shares · 0.7% of their software · price −$507K$26.9M+$26.8M
- Manhattan AssociatesMANH492,144 shares · 0.6% of their software · price −$14.7M$24.5M−$37.2M
- Fair IsaacFICO69,282 shares · 0.5% of their software · price −$4.6M$21.3M−$9.6M
- VeriSign, Inc.VRSN100,466 shares · 0.5% of their software · price −$1.3M$18.1M+$13.8M
- DocuSignDOCU177,994 shares · 0.4% of their software · price +$3.3M$16.4MNew · +$13.2M
- DropboxDBX840,837 shares · 0.4% of their software$15.2M+$11.4M
- ServiceNowNOW43,084 shares · 0.3% of their software$12.3MNew · +$12.2M
- TeradataTDC553,350 shares · 0.3% of their software · price −$3.5M$11.3MNew · +$14.8M
- Strategy IncMSTR94,357 shares · 0.3% of their software · price −$2.3M$11.1M−$6.0M
- GoDaddyGDDY187,825 shares · 0.3% of their software · price −$2.0M$10.7MNew · +$12.8M
- Upbound Group, Inc.UPBD718,737 shares · 0.3% of their software · price −$10.6M$10.2M+$3.1M
- TrimbleTRMB309,766 shares · 0.3% of their software · price −$3.1M$9.9M+$10.4M
- MorningstarMORN83,867 shares · 0.2% of their software · price −$2.9M$9.8M−$7.2M
- The Trade DeskTTD48,467 shares · 0.2% of their software · price −$3.2M$9.4MNew · +$12.6M
- Automatic Data Processing, Inc.ADP68,120 shares · 0.2% of their software · price −$2.3M$9.3M−$357M
- Gen DigitalGEN497,547 shares · 0.2% of their software · price −$3.4M$9.3MNew · +$12.7M
- SalesforceCRM62,880 shares · 0.2% of their software · price −$1.2M$9.1MNew · +$10.2M
- PaycomPAYC42,434 shares · 0.2% of their software · price −$2.7M$8.6M−$59.3M
- SPS CommerceSPSC177,251 shares · 0.2% of their software · price −$1.6M$8.2M−$1.2M
- NetScout Systems, Inc.NTCT337,928 shares · 0.2% of their software$8.0M−$8.4M
- OktaOKTA57,408 shares · 0.2% of their software$7.0M+$1.4M
- PagSeguro Digital Ltd.PAGS328,322 shares · 0.2% of their software · price −$4.9M$6.3M−$38.2M
- EVERTEC, Inc.EVTC265,039 shares · 0.2% of their software · price −$3.0M$6.0M−$13.6M
- Tucows Inc.TCX101,412 shares · 0.1% of their software · price −$1.4M$4.9M+$2.6M
- RingCentralRNG21,758 shares · 0.1% of their software · price +$941K$4.6M−$15.7M
- Agilysys, Inc.AGYS265,596 shares · 0.1% of their software · price −$2.3M$4.4M−$639K
- DynatraceDT162,463 shares · 0.1% of their software$3.9MNew · +$4.1M
- Calix, Inc.CALX542,554 shares · 0.1% of their software$3.8MFlat
- NetApp, Inc.NTAP88,100 shares · 0.1% of their software · price −$1.8M$3.7MNew · +$5.5M
- F5, Inc.FFIV28,100 shares · 0.1% of their software · price −$928K$3.0M−$10.0M
- Cerence Inc.CRNC159,120 shares · 0.1% of their software · price −$1.2M$2.5M+$1.2M
- Ribbon Communications Inc.RBBN792,781 shares · 0.1% of their software$2.4MFlat
- AkamaiAKAM25,984 shares · 0.1% of their software$2.4M−$42.1M
- OpenTextOTEX65,200 shares · 0.1% of their software · price −$597K$2.3M+$2.6M
- DatadogDDOG49,302 shares · 0.0% of their software$1.8MNew · +$1.9M
- A10 Networks, Inc.ATEN282,021 shares · 0.0% of their software$1.8M−$2.4M
- AutodeskADSK10,578 shares · 0.0% of their software$1.7MNew · +$1.9M
- AppFolioAPPF14,400 shares · 0.0% of their software$1.6M−$2.1M
- WorkdayWDAY11,423 shares · 0.0% of their software$1.5MNew · +$1.9M
- PDF Solutions, Inc.PDFS124,246 shares · 0.0% of their software · price −$642K$1.5M−$2.2M
- Paychex, Inc.PAYX19,188 shares · 0.0% of their software$1.2M−$83.0M
- SchrödingerSDGR25,200 shares · 0.0% of their software$1.1MNew · +$1.1M
- DescartesDSGX23,400 shares · 0.0% of their software$806KNew · +$1,000K
- WixWIX7,431 shares · 0.0% of their software$749K−$657K
- Lesaka Technologies, Inc.LSAK252,172 shares · 0.0% of their software$734KFlat
- DHI Group, Inc.DHX338,395 shares · 0.0% of their software$731KFlat
- ProgressPRGS22,033 shares · 0.0% of their software$705K−$6.1M
- CrowdStrikeCRWD11,125 shares · 0.0% of their software$619KNew · +$555K
- Donnelley Financial Solutions, Inc.DFIN114,082 shares · 0.0% of their software · price −$593K$601KNew · +$1.2M
- NutanixNTNX37,400 shares · 0.0% of their software · price −$578K$591KNew · +$1.2M
- PTCPTC9,000 shares · 0.0% of their software$551KNew · +$674K
- Alarm.com Holdings, Inc.ALRM9,919 shares · 0.0% of their software$386KNew · Flat
- Digital TurbineAPPS88,400 shares · 0.0% of their software$381K−$1.6M
- Block, Inc.XYZ6,507 shares · 0.0% of their software$341KNew · Flat
- Fiserv, Inc.FISV3,300 shares · 0.0% of their software$313KNew · Flat
- Sabre CorporationSABR36,446 shares · 0.0% of their software · price −$602K$216KNew · +$818K
- SS&CSSNC4,900 shares · 0.0% of their software$215KNew · Flat
- Allot Ltd.ALLT17,710 shares · 0.0% of their software$170K−$523K
- NetSol Technologies, Inc.NTWK10,247 shares · 0.0% of their software$26KFlat