Generalist · Boston, MA
Arrowstreet Capital, Limited Partnership
Q2 2020 · compared with Q1 2020
- Software
- $6.5B
- Weight of 13F
- 12.0%
- Names
- 107
- Net bought
- +$811M
Filed 12 August 2020 · SEC filing.
2,257 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
- MicrosoftMSFT13,534,704 shares · 42.3% of their software · price +$620M$2.8B−$133M
- ShopifySHOP660,220 shares · 9.6% of their software · price +$351M$627M+$123M
- AdobeADBE1,199,695 shares · 8.0% of their software · price +$140M$522M+$29.1M
- IntuitINTU601,316 shares · 2.7% of their software · price +$39.8M$178M−$71.8M
- OracleORCL2,462,166 shares · 2.1% of their software · price +$17.1M$136M+$28.3M
- Check PointCHKP1,266,273 shares · 2.1% of their software · price +$8.7M$136M+$18.9M
- VeevaVEEV560,450 shares · 2.0% of their software · price +$43.7M$131M+$24.8M
- OktaOKTA582,846 shares · 1.8% of their software · price +$45.4M$117M+$64.2M
- FortinetFTNT726,379 shares · 1.5% of their software · price +$26.2M$99.7M−$24.8M
- Automatic Data Processing, Inc.ADP626,592 shares · 1.4% of their software · price +$7.7M$93.3M+$76.3M
- DropboxDBX4,275,550 shares · 1.4% of their software · price +$15.7M$93.1M+$62.2M
- DocuSignDOCU478,956 shares · 1.3% of their software · price +$38.2M$82.5M+$27.8M
- F5, Inc.FFIV568,544 shares · 1.2% of their software · price +$18.7M$79.3M+$57.6M
- Amdocs LimitedDOX1,223,226 shares · 1.1% of their software · price +$7.2M$74.5M−$22.1M
- SAPSAP505,336 shares · 1.1% of their software · price +$14.9M$70.7M−$9.7M
- Paychex, Inc.PAYX838,948 shares · 1.0% of their software · price +$10.8M$63.6M+$51.6M
- ZscalerZS531,248 shares · 0.9% of their software · price +$25.8M$58.2MNew · +$32.3M
- WixWIX194,967 shares · 0.8% of their software · price +$30.3M$50.0M+$18.9M
- StoneCo Ltd.STNE1,180,274 shares · 0.7% of their software · price +$20.1M$45.7MNew · +$25.7M
- Five9FIVN409,305 shares · 0.7% of their software · price +$14.0M$45.3MNew · +$31.3M
- PaycomPAYC137,458 shares · 0.7% of their software · price +$14.8M$42.6M+$19.2M
- BlackBerry LimitedBB8,686,319 shares · 0.7% of their software · price +$6.6M$42.4MNew · +$35.9M
- NICENICE220,765 shares · 0.6% of their software · price +$10.1M$41.8M+$1.4M
- OpenTextOTEX965,969 shares · 0.6% of their software · price +$7.3M$41.0M+$31.5M
- GoDaddyGDDY546,850 shares · 0.6% of their software · price +$8.9M$40.1M+$20.5M
- Gen DigitalGEN1,859,986 shares · 0.6% of their software · price +$2.1M$36.9M+$25.5M
- TrimbleTRMB848,686 shares · 0.6% of their software · price +$9.6M$36.7M+$17.2M
- Block, Inc.XYZ340,670 shares · 0.5% of their software · price +$17.9M$35.8M+$17.5M
- Euronet Worldwide, Inc.EEFT372,291 shares · 0.5% of their software · price +$3.8M$35.7MNew · +$31.9M
- CrowdStrikeCRWD321,580 shares · 0.5% of their software · price +$14.3M$32.3M+$17.3M
- BoxBOX1,549,714 shares · 0.5% of their software · price +$10.4M$32.2MNew · +$21.8M
- Fiserv, Inc.FISV322,200 shares · 0.5% of their software · price +$847K$31.5M+$30.3M
- NetApp, Inc.NTAP699,273 shares · 0.5% of their software · price +$1.9M$31.0M+$25.5M
- TeradataTDC1,369,240 shares · 0.4% of their software$28.5M+$16.7M
- SPS CommerceSPSC351,111 shares · 0.4% of their software · price +$10.0M$26.4M+$8.1M
- DynatraceDT586,161 shares · 0.4% of their software · price +$9.8M$23.8M+$10.1M
- VeriSign, Inc.VRSN110,407 shares · 0.4% of their software · price +$3.0M$22.8M+$1.8M
- ElasticESTC242,700 shares · 0.3% of their software · price +$8.8M$22.4MNew · +$13.5M
- NutanixNTNX895,169 shares · 0.3% of their software · price +$7.1M$21.2M+$13.6M
- WorkivaWK352,570 shares · 0.3% of their software · price +$7.5M$18.9MNew · +$11.4M
- Sabre CorporationSABR2,310,130 shares · 0.3% of their software · price +$4.9M$18.6M+$13.5M
- PagSeguro Digital Ltd.PAGS517,013 shares · 0.3% of their software · price +$8.3M$18.3M+$3.6M
- Manhattan AssociatesMANH193,714 shares · 0.3% of their software · price +$8.6M$18.2M−$14.9M
- LiveRamp Holdings, Inc.RAMP424,077 shares · 0.3% of their software · price +$4.0M$18.0MNew · +$14.0M
- Upbound Group, Inc.UPBD642,151 shares · 0.3% of their software · price +$8.8M$17.9M−$1.1M
- PegasystemsPEGA164,769 shares · 0.3% of their software · price +$4.9M$16.7MNew · +$11.7M
- Digital TurbineAPPS1,296,837 shares · 0.3% of their software · price +$10.7M$16.3M+$5.2M
- NetScout Systems, Inc.NTCT634,845 shares · 0.2% of their software · price +$1.2M$16.2M+$7.0M
- EVERTEC, Inc.EVTC553,256 shares · 0.2% of their software · price +$3.0M$15.5M+$6.6M
- MongoDBMDB63,400 shares · 0.2% of their software · price +$5.7M$14.4MNew · +$8.7M
- BlackbaudBLKB242,596 shares · 0.2% of their software$13.8MNew · +$13.5M
- Fair IsaacFICO33,006 shares · 0.2% of their software · price +$3.6M$13.8M−$11.2M
- CoStarCSGP18,949 shares · 0.2% of their software · price +$2.3M$13.5M−$15.7M
- MorningstarMORN83,673 shares · 0.2% of their software · price +$2.1M$11.8MFlat
- Strategy IncMSTR94,357 shares · 0.2% of their software$11.2MFlat
- RingCentralRNG30,227 shares · 0.1% of their software · price +$2.2M$8.6M+$1.8M
- Calix, Inc.CALX573,854 shares · 0.1% of their software · price +$4.5M$8.6MFlat
- CommvaultCVLT205,894 shares · 0.1% of their software$8.0MNew · +$8.3M
- TwilioTWLO36,225 shares · 0.1% of their software · price +$4.7M$7.9MNew · +$3.2M
- DescartesDSGX147,100 shares · 0.1% of their software · price +$2.7M$7.8M+$4.3M
- BlackLineBL92,989 shares · 0.1% of their software · price +$2.8M$7.7MNew · +$4.9M
- Cerence Inc.CRNC170,391 shares · 0.1% of their software · price +$4.3M$7.0MFlat
- WEX Inc.WEX39,397 shares · 0.1% of their software · price +$2.4M$6.5MNew · +$4.1M
- Tucows Inc.TCX101,412 shares · 0.1% of their software · price +$919K$5.8MFlat
- WorkdayWDAY30,547 shares · 0.1% of their software · price +$1.7M$5.7M+$2.5M
- Tyler TechnologiesTYL16,081 shares · 0.1% of their software · price +$809K$5.6MNew · +$4.8M
- Palo Alto NetworksPANW24,268 shares · 0.1% of their software · price +$1.6M$5.6MNew · +$4.0M
- AkamaiAKAM48,650 shares · 0.1% of their software · price +$759K$5.2M+$2.1M
- PTCPTC66,126 shares · 0.1% of their software · price +$1.1M$5.1M+$3.5M
- PagerDutyPD178,053 shares · 0.1% of their software · price +$2.0M$5.1MNew · +$3.1M
- QualysQLYS48,000 shares · 0.1% of their software · price +$817K$5.0MNew · +$4.2M
- DomoDOMO153,006 shares · 0.1% of their software$4.9MNew
- AutodeskADSK20,378 shares · 0.1% of their software · price +$1.7M$4.9M+$1.5M
- Agilysys, Inc.AGYS261,696 shares · 0.1% of their software$4.7MFlat
- Rapid7RPD91,517 shares · 0.1% of their software · price +$704K$4.7MNew · +$4.0M
- ProgressPRGS111,397 shares · 0.1% of their software · price +$752K$4.3M+$2.9M
- InterDigital, Inc.IDCC74,032 shares · 0.1% of their software · price +$888K$4.2MNew · +$3.3M
- PDF Solutions, Inc.PDFS194,526 shares · 0.1% of their software · price +$1.5M$3.8M+$824K
- Alarm.com Holdings, Inc.ALRM56,625 shares · 0.1% of their software · price +$1.5M$3.7M+$1.8M
- A10 Networks, Inc.ATEN517,123 shares · 0.1% of their software$3.5M+$1.5M
- Ribbon Communications Inc.RBBN792,781 shares · 0.0% of their software · price +$714K$3.1MFlat
- TenableTENB101,387 shares · 0.0% of their software · price +$806K$3.0MNew · +$2.2M
- VeriskVRSK17,500 shares · 0.0% of their software · price +$539K$3.0MNew · +$2.4M
- PhreesiaPHR97,757 shares · 0.0% of their software · price +$709K$2.8MNew · +$2.1M
- FactSetFDS6,600 shares · 0.0% of their software$2.2MNew · +$1.7M
- Immersion CorporationIMMR340,937 shares · 0.0% of their software$2.1MNew · +$1.8M
- Donnelley Financial Solutions, Inc.DFIN241,082 shares · 0.0% of their software · price +$755K$2.0M+$669K
- BroadridgeBR14,773 shares · 0.0% of their software$1.9MNew · +$1.4M
- i3 Verticals, Inc.IIIV61,342 shares · 0.0% of their software · price +$685K$1.9MNew · +$1.2M
- OneSpan Inc.OSPN61,746 shares · 0.0% of their software · price +$604K$1.7MNew · +$1.1M
- SalesforceCRM7,680 shares · 0.0% of their software$1.4M−$7.9M
- Repay Holdings CorporationRPAY57,649 shares · 0.0% of their software · price +$593K$1.4MNew · +$827K
- AppFolioAPPF8,524 shares · 0.0% of their software$1.4M−$652K
- Mitek Systems, Inc.MITK142,424 shares · 0.0% of their software$1.4MNew · +$1.1M
- Lesaka Technologies, Inc.LSAK400,360 shares · 0.0% of their software$1.2MFlat
- ServiceNowNOW2,605 shares · 0.0% of their software$1.1M−$11.6M
- GuidewireGWRE8,300 shares · 0.0% of their software$920KNew · +$658K
- DHI Group, Inc.DHX338,395 shares · 0.0% of their software$711KFlat
- Ooma, Inc.OOMA41,280 shares · 0.0% of their software$680KNew · Flat
- eGain CorporationEGAN50,400 shares · 0.0% of their software$560KNew · Flat
- ePlus inc.PLUS7,375 shares · 0.0% of their software$521KNew · Flat
- BILLBILL4,700 shares · 0.0% of their software$424KNew · Flat
- SS&CSSNC5,900 shares · 0.0% of their software$333KFlat
- Asure Software, Inc.ASUR50,074 shares · 0.0% of their software$322KNew · Flat
- Radware Ltd.RDWR11,901 shares · 0.0% of their software$281KNew · Flat
- PowerFleet, Inc.AIOT19,200 shares · 0.0% of their software$89KNew · Flat
- NetSol Technologies, Inc.NTWK10,247 shares · 0.0% of their software$27KFlat