Generalist · Boston, MA
Arrowstreet Capital, Limited Partnership
Q1 2021 · compared with Q4 2020
- Software
- $7.4B
- Weight of 13F
- 9.9%
- Names
- 96
- Net bought
- +$388M
Filed 14 May 2021 · SEC filing.
2,194 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
- MicrosoftMSFT8,861,781 shares · 28.2% of their software · price +$118M$2.1B+$145M
- AdobeADBE1,734,242 shares · 11.1% of their software · price −$42.9M$824M+$178M
- SalesforceCRM3,472,998 shares · 9.9% of their software · price −$37.0M$736M+$444M
- DocuSignDOCU1,842,352 shares · 5.0% of their software · price −$36.6M$373M−$11.1M
- VeevaVEEV776,132 shares · 2.7% of their software · price −$8.5M$203M−$34.8M
- OktaOKTA837,115 shares · 2.5% of their software · price −$28.3M$185M+$25.0M
- ServiceNowNOW340,189 shares · 2.3% of their software · price −$17.1M$170M+$150M
- CrowdStrikeCRWD916,338 shares · 2.3% of their software · price −$26.9M$167M−$7.9M
- TwilioTWLO461,546 shares · 2.1% of their software · price +$1.0M$157M+$134M
- ZscalerZS845,171 shares · 2.0% of their software · price −$23.7M$145M+$55.2M
- F5, Inc.FFIV666,901 shares · 1.9% of their software · price +$21.8M$139M−$33.9M
- OpenTextOTEX2,739,826 shares · 1.8% of their software · price +$6.2M$131M−$2.9M
- Automatic Data Processing, Inc.ADP566,341 shares · 1.4% of their software · price +$6.9M$107M−$70.2M
- CadenceCDNS684,088 shares · 1.3% of their software$93.7M+$86.3M
- AutodeskADSK334,974 shares · 1.3% of their software · price −$9.4M$92.8M+$90.4M
- SynopsysSNPS333,836 shares · 1.1% of their software · price −$3.8M$82.7M+$19.5M
- PalantirPLTR3,503,569 shares · 1.1% of their software · price −$911K$81.6M+$43.2M
- SAPSAP627,750 shares · 1.0% of their software · price −$4.8M$77.1M+$47.9M
- Five9FIVN460,949 shares · 1.0% of their software · price −$8.3M$72.1M−$2.6M
- Check PointCHKP623,112 shares · 0.9% of their software · price −$13.0M$69.8M−$69.7M
- ElasticESTC582,187 shares · 0.9% of their software · price −$20.3M$64.7M−$7.0M
- VeriskVRSK301,814 shares · 0.7% of their software · price −$9.3M$53.3M+$17.3M
- Euronet Worldwide, Inc.EEFT375,089 shares · 0.7% of their software · price −$2.5M$51.9M−$2.4M
- TeradataTDC1,342,065 shares · 0.7% of their software · price +$21.6M$51.7M−$11.4M
- MongoDBMDB190,494 shares · 0.7% of their software · price −$17.5M$50.9M+$35.3M
- UnityU501,028 shares · 0.7% of their software · price −$26.6M$50.3M+$68.9M
- WixWIX170,619 shares · 0.6% of their software · price +$5.0M$47.6M−$39.5M
- VeriSign, Inc.VRSN228,446 shares · 0.6% of their software · price −$4.0M$45.4M+$20.5M
- ZoomZM139,854 shares · 0.6% of their software · price −$2.2M$44.9M−$22.2M
- Upbound Group, Inc.UPBD739,587 shares · 0.6% of their software · price +$14.3M$42.6M−$4.8M
- Digital TurbineAPPS498,634 shares · 0.5% of their software · price +$11.9M$40.1M−$2.4M
- Gen DigitalGEN1,874,385 shares · 0.5% of their software · price +$900K$39.8M−$637K
- IntuitINTU101,797 shares · 0.5% of their software$39.0M−$107M
- WorkivaWK414,868 shares · 0.5% of their software · price −$1.4M$36.6M+$6.5M
- CoStarCSGP42,967 shares · 0.5% of their software · price −$4.4M$35.3M+$26.1M
- RingCentralRNG117,074 shares · 0.5% of their software · price −$9.5M$34.9M+$37.1M
- BoxBOX1,488,963 shares · 0.5% of their software · price +$7.3M$34.2M−$16.7M
- DropboxDBX1,275,975 shares · 0.5% of their software · price +$5.7M$34.0M−$533K
- Amdocs LimitedDOX464,250 shares · 0.4% of their software$32.6M−$33.9M
- NICENICE148,157 shares · 0.4% of their software · price −$9.7M$32.3M−$15.2M
- Palo Alto NetworksPANW96,503 shares · 0.4% of their software · price −$3.2M$31.1M−$19.2M
- SPS CommerceSPSC288,243 shares · 0.4% of their software · price −$2.7M$28.6MFlat
- The Trade DeskTTD43,542 shares · 0.4% of their software · price −$6.5M$28.4M+$23.6M
- OracleORCL387,522 shares · 0.4% of their software · price +$2.1M$27.2M−$84.1M
- TrimbleTRMB346,106 shares · 0.4% of their software · price +$3.8M$26.9M−$27.3M
- CommvaultCVLT409,117 shares · 0.4% of their software · price +$3.7M$26.4M+$17.5M
- VaronisVRNS512,536 shares · 0.4% of their software · price −$57.5M$26.3M+$69.5M
- NetScout Systems, Inc.NTCT878,273 shares · 0.3% of their software · price +$650K$24.7M−$1.5M
- Manhattan AssociatesMANH199,342 shares · 0.3% of their software · price +$2.4M$23.4M+$7.4M
- FortinetFTNT123,575 shares · 0.3% of their software · price +$4.4M$22.8M−$52.6M
- EVERTEC, Inc.EVTC588,502 shares · 0.3% of their software · price −$1.2M$21.9M+$1.4M
- MorningstarMORN80,650 shares · 0.2% of their software · price −$527K$18.1M+$7.1M
- FactSetFDS58,055 shares · 0.2% of their software · price −$1.4M$17.9M−$1.9M
- Rapid7RPD226,230 shares · 0.2% of their software · price −$3.5M$16.9M+$5.5M
- SS&CSSNC239,099 shares · 0.2% of their software · price −$689K$16.7M+$16.4M
- DescartesDSGX267,582 shares · 0.2% of their software · price +$650K$16.3M−$2.4M
- Alarm.com Holdings, Inc.ALRM182,045 shares · 0.2% of their software · price −$3.1M$15.7M+$11.2M
- AppianAPPN105,096 shares · 0.2% of their software · price −$3.1M$14.0M+$15.3M
- ProgressPRGS315,713 shares · 0.2% of their software$13.9M−$10.4M
- PegasystemsPEGA120,948 shares · 0.2% of their software · price −$2.3M$13.8M+$9.0M
- AsanaASAN383,622 shares · 0.1% of their software$11.0M+$2.5M
- BroadridgeBR69,766 shares · 0.1% of their software$10.7M−$13.5M
- Donnelley Financial Solutions, Inc.DFIN327,542 shares · 0.1% of their software · price +$3.6M$9.1MFlat
- PaycomPAYC24,600 shares · 0.1% of their software · price −$2.0M$9.1MNew · +$11.1M
- DomoDOMO147,934 shares · 0.1% of their software$8.3M—
- BlackLineBL71,977 shares · 0.1% of their software · price −$1.8M$7.8M+$2.2M
- Ribbon Communications Inc.RBBN837,961 shares · 0.1% of their software · price +$1.4M$6.9M+$792K
- Bandwidth Inc.BAND51,922 shares · 0.1% of their software · price −$1.4M$6.6M−$6.9M
- Radware Ltd.RDWR248,243 shares · 0.1% of their software$6.5M−$2.5M
- Yalla Group LimitedYALA242,187 shares · 0.1% of their software · price +$2.6M$6.1M+$1.7M
- InterDigital, Inc.IDCC91,794 shares · 0.1% of their software$5.8M+$1.4M
- A10 Networks, Inc.ATEN437,136 shares · 0.1% of their software$4.2M−$3.6M
- Endava plcDAVA45,448 shares · 0.1% of their software$3.8M+$990K
- DoceboDCBO74,600 shares · 0.0% of their software · price −$1.7M$3.2MNew · +$4.9M
- AkamaiAKAM29,364 shares · 0.0% of their software$3.0M−$17.4M
- Rimini Street, Inc.RMNI284,123 shares · 0.0% of their software · price +$1.3M$2.5MNew · +$1.3M
- Q2QTWO24,200 shares · 0.0% of their software · price −$637K$2.4MNew · +$3.1M
- Tucows Inc.TCX30,917 shares · 0.0% of their software$2.4M−$3.4M
- PhreesiaPHR43,965 shares · 0.0% of their software$2.3M−$7.8M
- i3 Verticals, Inc.IIIV67,795 shares · 0.0% of their software$2.1M−$1.8M
- HubSpotHUBS4,435 shares · 0.0% of their software$2.0M−$3.7M
- Telos CorporationTLS47,321 shares · 0.0% of their software$1.8MNew · +$1.6M
- Roper Technologies, Inc.ROP4,300 shares · 0.0% of their software$1.7MNew · +$1.9M
- Lesaka Technologies, Inc.LSAK247,856 shares · 0.0% of their software$1.4M−$554K
- Bentley SystemsBSY28,900 shares · 0.0% of their software$1.4MNew · +$1.2M
- Fiserv, Inc.FISV11,200 shares · 0.0% of their software$1.3M−$15.1M
- PTCPTC9,100 shares · 0.0% of their software$1.3M+$754K
- Veritone, Inc.VERI48,800 shares · 0.0% of their software$1.2MNew · +$1.4M
- PagerDutyPD28,775 shares · 0.0% of their software$1.2M−$3.1M
- DHI Group, Inc.DHX310,895 shares · 0.0% of their software$1.0MFlat
- International Money Express, Inc.IMXI54,252 shares · 0.0% of their software$814KFlat
- Intellicheck, Inc.IDN50,000 shares · 0.0% of their software$419KFlat
- Ooma, Inc.OOMA25,642 shares · 0.0% of their software$406KNew · Flat
- eGain CorporationEGAN38,554 shares · 0.0% of their software$366K−$728K
- Paysign, Inc.PAYS50,035 shares · 0.0% of their software$219KFlat
- BlackBerry LimitedBB12,600 shares · 0.0% of their software$106K−$56.2M