Generalist · Boston, MA
Arrowstreet Capital, Limited Partnership
Q4 2020 · compared with Q3 2020
- Software
- $7.3B
- Weight of 13F
- 10.3%
- Names
- 118
- Net bought
- −$991M
Filed 12 February 2021 · SEC filing.
2,239 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
- MicrosoftMSFT8,211,721 shares · 25.2% of their software · price +$99.3M$1.8B−$1.5B
- AdobeADBE1,378,363 shares · 9.5% of their software · price +$13.4M$689M+$55.4M
- ShopifySHOP422,403 shares · 6.6% of their software · price +$46.0M$477M−$167M
- DocuSignDOCU1,892,118 shares · 5.8% of their software · price +$13.4M$421M+$71.4M
- SalesforceCRM1,479,739 shares · 4.5% of their software · price −$42.6M$329M+$278M
- VeevaVEEV903,810 shares · 3.4% of their software · price −$8.1M$246M+$49.7M
- CrowdStrikeCRWD953,417 shares · 2.8% of their software · price +$71.0M$202M+$38.9M
- OktaOKTA738,660 shares · 2.6% of their software · price +$29.8M$188M+$28.1M
- Automatic Data Processing, Inc.ADP964,722 shares · 2.3% of their software · price +$35.4M$170M−$56.3M
- Check PointCHKP1,147,189 shares · 2.1% of their software · price +$14.4M$152M−$60.5M
- F5, Inc.FFIV859,853 shares · 2.1% of their software · price +$45.7M$151M+$13.6M
- IntuitINTU382,941 shares · 2.0% of their software · price +$20.5M$145M+$1.7M
- OpenTextOTEX2,804,280 shares · 1.8% of their software · price +$9.0M$127M+$86.0M
- ZscalerZS568,935 shares · 1.6% of their software · price +$33.6M$114M+$62.6M
- OracleORCL1,688,055 shares · 1.5% of their software · price +$8.4M$109M+$18.1M
- ElasticESTC629,829 shares · 1.3% of their software · price +$24.1M$92.0M+$22.1M
- Five9FIVN475,636 shares · 1.1% of their software · price +$21.3M$83.0M+$10.8M
- WixWIX328,648 shares · 1.1% of their software · price −$1.6M$82.1M−$1.9M
- FortinetFTNT477,489 shares · 1.0% of their software · price +$14.7M$70.9M−$15.0M
- ZoomZM205,765 shares · 1.0% of their software · price −$27.3M$69.4MNew · +$96.7M
- SynopsysSNPS258,736 shares · 0.9% of their software · price +$11.7M$67.1MNew · +$55.4M
- Amdocs LimitedDOX941,861 shares · 0.9% of their software · price +$12.7M$66.8M−$4.7M
- NICENICE201,834 shares · 0.8% of their software · price +$11.4M$57.2M−$8.0M
- Euronet Worldwide, Inc.EEFT391,439 shares · 0.8% of their software · price +$21.1M$56.7M−$16.0M
- BlackBerry LimitedBB8,484,779 shares · 0.8% of their software · price +$17.3M$56.2M+$10.6M
- Palo Alto NetworksPANW150,500 shares · 0.7% of their software · price +$16.7M$53.5M+$17.5M
- TrimbleTRMB754,270 shares · 0.7% of their software · price +$13.6M$50.4M−$3.0M
- VeriskVRSK218,514 shares · 0.6% of their software · price +$4.9M$45.4M−$6.6M
- BoxBOX2,415,655 shares · 0.6% of their software · price +$1.7M$43.6M−$8.3M
- TeradataTDC1,850,457 shares · 0.6% of their software$41.6M+$5.3M
- Gen DigitalGEN1,905,017 shares · 0.5% of their software$39.6M+$11.8M
- PalantirPLTR1,670,250 shares · 0.5% of their software · price +$23.5M$39.3MNew · +$15.9M
- ServiceNowNOW68,189 shares · 0.5% of their software · price +$4.5M$37.5MNew · +$33.1M
- SAPSAP260,653 shares · 0.5% of their software · price −$6.6M$34.0M+$4.7M
- Upbound Group, Inc.UPBD865,578 shares · 0.5% of their software · price +$7.3M$33.1MFlat
- MongoDBMDB92,181 shares · 0.5% of their software · price +$11.8M$33.1M+$4.0M
- Strategy IncMSTR82,931 shares · 0.4% of their software · price +$19.7M$32.2M−$1.7M
- WorkivaWK344,446 shares · 0.4% of their software · price +$12.4M$31.6M+$2.5M
- SPS CommerceSPSC287,443 shares · 0.4% of their software · price +$8.8M$31.2M−$4.8M
- Digital TurbineAPPS541,228 shares · 0.4% of their software · price +$12.9M$30.6M−$34.1M
- SnowflakeSNOW104,734 shares · 0.4% of their software · price +$3.2M$29.5MNew · +$26.3M
- VeriSign, Inc.VRSN133,526 shares · 0.4% of their software · price +$1.5M$28.9M+$10.9M
- DropboxDBX1,299,981 shares · 0.4% of their software · price +$3.8M$28.8M−$17.3M
- NetScout Systems, Inc.NTCT931,855 shares · 0.4% of their software · price +$5.2M$25.6M−$3.8M
- ProgressPRGS544,908 shares · 0.3% of their software · price +$4.6M$24.6M+$10.9M
- BroadridgeBR157,787 shares · 0.3% of their software · price +$3.3M$24.2M−$2.9M
- TwilioTWLO65,437 shares · 0.3% of their software · price +$6.0M$22.2M+$9.8M
- EVERTEC, Inc.EVTC552,992 shares · 0.3% of their software · price +$2.5M$21.7MFlat
- FactSetFDS63,681 shares · 0.3% of their software$21.2M+$10.2M
- AkamaiAKAM195,568 shares · 0.3% of their software · price −$1.1M$20.5MNew · +$21.6M
- DescartesDSGX308,565 shares · 0.2% of their software$18.0M+$3.4M
- Fiserv, Inc.FISV144,248 shares · 0.2% of their software · price +$1.6M$16.4MNew · +$14.9M
- DomoDOMO238,263 shares · 0.2% of their software$15.2M—
- Bandwidth Inc.BAND97,003 shares · 0.2% of their software · price −$2.0M$14.9MNew · +$16.9M
- Rapid7RPD165,056 shares · 0.2% of their software · price +$4.8M$14.9MNew · +$10.1M
- VaronisVRNS87,536 shares · 0.2% of their software · price +$4.2M$14.3M+$7.3M
- Manhattan AssociatesMANH129,307 shares · 0.2% of their software · price +$1.3M$13.6M−$2.5M
- CoStarCSGP14,704 shares · 0.2% of their software · price +$1.1M$13.6M+$4.8M
- Block, Inc.XYZ59,550 shares · 0.2% of their software · price +$3.3M$13.0M−$15.3M
- AutodeskADSK38,797 shares · 0.2% of their software · price +$2.9M$11.8M−$30.8M
- MorningstarMORN50,150 shares · 0.2% of their software · price +$3.6M$11.6M−$2.7M
- The Trade DeskTTD14,100 shares · 0.2% of their software · price +$4.0M$11.3MNew · +$7.3M
- PhreesiaPHR188,489 shares · 0.1% of their software · price +$4.2M$10.2M+$627K
- Radware Ltd.RDWR338,844 shares · 0.1% of their software · price +$1.2M$9.4M−$1.4M
- CloudflareNET120,700 shares · 0.1% of their software · price +$4.2M$9.2MNew · +$5.0M
- AsanaASAN299,700 shares · 0.1% of their software$8.9MNew · +$8.6M
- UnityU52,400 shares · 0.1% of their software · price +$3.5M$8.0MNew · +$4.6M
- A10 Networks, Inc.ATEN798,540 shares · 0.1% of their software · price +$2.8M$7.9M+$1.0M
- Paychex, Inc.PAYX83,726 shares · 0.1% of their software · price +$1.1M$7.8M−$34.9M
- QualysQLYS63,757 shares · 0.1% of their software · price +$1.5M$7.8M−$3.6M
- Alarm.com Holdings, Inc.ALRM73,677 shares · 0.1% of their software · price +$3.6M$7.6MSplit
- BlackLineBL55,801 shares · 0.1% of their software · price +$2.4M$7.4MNew · +$5.0M
- RingCentralRNG19,270 shares · 0.1% of their software · price +$2.0M$7.3M+$4.8M
- PegasystemsPEGA53,398 shares · 0.1% of their software · price +$653K$7.1M−$9.1M
- CadenceCDNS51,677 shares · 0.1% of their software · price +$1.5M$7.1M−$7.8M
- Calix, Inc.CALX236,827 shares · 0.1% of their software · price +$2.8M$7.0M−$7.4M
- SchrödingerSDGR75,196 shares · 0.1% of their software · price +$2.4M$6.0M−$2.1M
- Tucows Inc.TCX77,176 shares · 0.1% of their software$5.7M−$1.4M
- TenableTENB108,292 shares · 0.1% of their software · price +$1.6M$5.7MFlat
- Donnelley Financial Solutions, Inc.DFIN327,542 shares · 0.1% of their software · price +$1.2M$5.6MFlat
- HubSpotHUBS13,695 shares · 0.1% of their software · price +$1.4M$5.4MNew · +$4.0M
- CommvaultCVLT92,169 shares · 0.1% of their software · price +$1.3M$5.1M−$1.7M
- Tyler TechnologiesTYL10,800 shares · 0.1% of their software · price +$950K$4.7MNew · +$3.8M
- Ribbon Communications Inc.RBBN717,207 shares · 0.1% of their software · price +$1.9M$4.7MFlat
- WorkdayWDAY18,818 shares · 0.1% of their software$4.5MNew · +$4.0M
- Mitek Systems, Inc.MITK240,960 shares · 0.1% of their software · price +$1.2M$4.3M+$715K
- PagerDutyPD102,700 shares · 0.1% of their software · price +$1.5M$4.3MNew · +$2.8M
- InterDigital, Inc.IDCC68,872 shares · 0.1% of their software$4.2MFlat
- i3 Verticals, Inc.IIIV120,991 shares · 0.1% of their software · price +$962K$4.0M−$651K
- GuidewireGWRE22,097 shares · 0.0% of their software · price +$540K$2.8M−$4.4M
- Agilysys, Inc.AGYS71,237 shares · 0.0% of their software · price +$1.0M$2.7M−$2.7M
- DatadogDDOG27,500 shares · 0.0% of their software$2.7MNew · +$2.8M
- Fair IsaacFICO5,222 shares · 0.0% of their software$2.7MNew · +$2.2M
- Endava plcDAVA32,544 shares · 0.0% of their software$2.5M−$799K
- PagSeguro Digital Ltd.PAGS34,013 shares · 0.0% of their software · price +$652K$1.9M−$15.6M
- Yalla Group LimitedYALA126,934 shares · 0.0% of their software · price +$930K$1.8MNew · +$889K
- Lesaka Technologies, Inc.LSAK360,382 shares · 0.0% of their software · price +$559K$1.8MFlat
- AppianAPPN10,540 shares · 0.0% of their software · price +$1.0M$1.7MNew · +$682K
- StoneCo Ltd.STNE18,500 shares · 0.0% of their software · price +$574K$1.6MNew · +$978K
- eGain CorporationEGAN100,171 shares · 0.0% of their software$1.2M−$636K
- SS&CSSNC13,400 shares · 0.0% of their software$975KNew · +$811K
- Shift4 Payments, Inc.FOUR11,665 shares · 0.0% of their software$880K−$8.3M
- DHI Group, Inc.DHX338,395 shares · 0.0% of their software$751KFlat
- WEX Inc.WEX3,600 shares · 0.0% of their software$733K−$862K
- MagniteMGNI23,675 shares · 0.0% of their software · price +$563K$727K−$6.2M
- Sprout SocialSPT15,775 shares · 0.0% of their software$716KNew · +$607K
- BlackbaudBLKB12,200 shares · 0.0% of their software$702K−$6.1M
- YextYEXT36,200 shares · 0.0% of their software$569KNew · +$550K
- International Money Express, Inc.IMXI34,786 shares · 0.0% of their software$540KFlat
- Paysign, Inc.PAYS99,435 shares · 0.0% of their software$461KNew · +$565K
- PTCPTC2,800 shares · 0.0% of their software$335K−$2.3M
- NetApp, Inc.NTAP4,538 shares · 0.0% of their software$301K−$23.5M
- BILLBILL2,200 shares · 0.0% of their software$300K−$9.1M
- Intellicheck, Inc.IDN26,200 shares · 0.0% of their software$299KNew · Flat
- Allot Ltd.ALLT28,072 shares · 0.0% of their software$295KNew · Flat
- PDF Solutions, Inc.PDFS10,966 shares · 0.0% of their software$237KNew · Flat
- Immersion CorporationIMMR20,335 shares · 0.0% of their software$230K−$2.0M
- PowerFleet, Inc.AIOT25,411 shares · 0.0% of their software$189KFlat