Generalist · Boston, MA
Arrowstreet Capital, Limited Partnership
Q2 2021 · compared with Q1 2021
- Software
- $12.2B
- Weight of 13F
- 15.0%
- Names
- 97
- Net bought
- +$4.0B
Filed 13 August 2021 · SEC filing.
1,817 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
- MicrosoftMSFT14,842,978 shares · 32.9% of their software · price +$521M$4.0B+$1.4B
- SalesforceCRM4,928,781 shares · 9.9% of their software · price +$160M$1.2B+$308M
- AdobeADBE2,044,187 shares · 9.8% of their software · price +$225M$1.2B+$147M
- DocuSignDOCU1,425,624 shares · 3.3% of their software · price +$110M$399M−$84.4M
- OracleORCL5,100,025 shares · 3.3% of their software · price +$39.1M$397M+$331M
- ZscalerZS1,472,619 shares · 2.6% of their software · price +$65.4M$318M+$108M
- CrowdStrikeCRWD1,155,950 shares · 2.4% of their software · price +$79.5M$291M+$43.7M
- ServiceNowNOW444,083 shares · 2.0% of their software · price +$22.0M$244M+$52.0M
- OktaOKTA865,629 shares · 1.7% of their software · price +$21.0M$212M+$6.3M
- Palo Alto NetworksPANW535,023 shares · 1.6% of their software · price +$26.2M$199M+$141M
- VeevaVEEV598,199 shares · 1.5% of their software · price +$29.7M$186M−$46.5M
- VeriSign, Inc.VRSN729,053 shares · 1.4% of their software · price +$21.1M$166M+$99.5M
- AutodeskADSK566,348 shares · 1.4% of their software · price +$8.4M$165M+$64.1M
- OpenTextOTEX3,179,499 shares · 1.3% of their software · price +$9.8M$161M+$21.0M
- Gen DigitalGEN5,768,087 shares · 1.3% of their software · price +$34.4M$157M+$82.8M
- Fiserv, Inc.FISV1,447,189 shares · 1.3% of their software · price −$17.6M$155M+$171M
- CadenceCDNS1,126,213 shares · 1.3% of their software$154M+$60.6M
- SynopsysSNPS508,409 shares · 1.1% of their software · price +$14.2M$140M+$43.3M
- NetApp, Inc.NTAP1,699,451 shares · 1.1% of their software · price +$15.5M$139MNew · +$123M
- TwilioTWLO311,010 shares · 1.0% of their software · price +$16.6M$123M−$51.3M
- Automatic Data Processing, Inc.ADP608,366 shares · 1.0% of their software · price +$6.2M$121M+$7.9M
- ZoomZM308,581 shares · 1.0% of their software · price +$20.3M$119M+$54.2M
- MongoDBMDB324,558 shares · 1.0% of their software · price +$30.5M$117M+$35.9M
- F5, Inc.FFIV578,404 shares · 0.9% of their software · price −$12.7M$108M−$18.5M
- ElasticESTC722,686 shares · 0.9% of their software · price +$25.0M$105M+$15.6M
- IntuitINTU208,129 shares · 0.8% of their software · price +$22.3M$102M+$40.7M
- Check PointCHKP747,515 shares · 0.7% of their software · price +$3.1M$86.8M+$13.9M
- Manhattan AssociatesMANH555,825 shares · 0.7% of their software · price +$15.3M$80.5M+$41.8M
- The Trade DeskTTD1,038,460 shares · 0.7% of their software · price −$596M$80.3M+$648M
- Amdocs LimitedDOX1,020,225 shares · 0.6% of their software · price +$7.4M$78.9M+$39.0M
- Digital TurbineAPPS959,142 shares · 0.6% of their software · price −$4.2M$72.9M+$37.0M
- Paychex, Inc.PAYX625,621 shares · 0.5% of their software · price +$5.8M$67.1MNew · +$61.3M
- SS&CSSNC841,797 shares · 0.5% of their software · price +$1.8M$60.7M+$42.1M
- Five9FIVN320,325 shares · 0.5% of their software · price +$8.7M$58.7M−$22.0M
- TrimbleTRMB688,404 shares · 0.5% of their software · price +$2.8M$56.3M+$26.6M
- RingCentralRNG175,749 shares · 0.4% of their software · price −$1.3M$51.1M+$17.5M
- CommvaultCVLT647,864 shares · 0.4% of their software · price +$8.9M$50.6M+$15.4M
- WorkivaWK423,868 shares · 0.4% of their software · price +$9.8M$47.2M+$794K
- PaycomPAYC120,149 shares · 0.4% of their software · price −$792K$43.7M+$35.4M
- VeriskVRSK210,636 shares · 0.3% of their software$36.8M−$16.1M
- Euronet Worldwide, Inc.EEFT229,289 shares · 0.3% of their software · price −$676K$31.0M−$20.2M
- FactSetFDS86,637 shares · 0.2% of their software · price +$2.3M$29.1M+$8.8M
- SPS CommerceSPSC269,793 shares · 0.2% of their software$26.9M−$1.8M
- DescartesDSGX387,763 shares · 0.2% of their software · price +$3.2M$26.8M+$7.3M
- NetScout Systems, Inc.NTCT932,262 shares · 0.2% of their software$26.6M+$1.5M
- EVERTEC, Inc.EVTC598,325 shares · 0.2% of their software · price +$3.8M$26.1MFlat
- AkamaiAKAM221,614 shares · 0.2% of their software · price +$3.3M$25.8M+$19.6M
- NICENICE102,126 shares · 0.2% of their software · price +$3.0M$25.3M−$10.0M
- BroadridgeBR156,267 shares · 0.2% of their software · price +$1.3M$25.2M+$13.2M
- DomoDOMO298,532 shares · 0.2% of their software$24.1M—
- Radware Ltd.RDWR758,205 shares · 0.2% of their software · price +$3.6M$23.3M+$13.3M
- CoStarCSGP274,940 shares · 0.2% of their software · price −$203M$22.8M+$191M
- MorningstarMORN87,750 shares · 0.2% of their software · price +$2.8M$22.6M+$1.6M
- Rapid7RPD226,644 shares · 0.2% of their software · price +$4.5M$21.4MFlat
- Strategy IncMSTR30,755 shares · 0.2% of their software$20.4MNew · +$20.9M
- DropboxDBX637,000 shares · 0.2% of their software · price +$2.3M$19.3M−$17.0M
- AsanaASAN304,425 shares · 0.2% of their software · price +$10.2M$18.9M−$2.3M
- BILLBILL99,857 shares · 0.1% of their software · price +$3.8M$18.3MNew · +$14.5M
- Alarm.com Holdings, Inc.ALRM210,108 shares · 0.1% of their software$17.8M+$2.4M
- Upbound Group, Inc.UPBD276,560 shares · 0.1% of their software · price −$1.3M$14.7M−$26.7M
- HubSpotHUBS23,800 shares · 0.1% of their software · price +$3.1M$13.9M+$8.8M
- Fair IsaacFICO22,600 shares · 0.1% of their software$11.4MNew · +$11.0M
- ProgressPRGS239,147 shares · 0.1% of their software · price +$524K$11.1M−$3.4M
- Cognyte Software Ltd.CGNT444,171 shares · 0.1% of their software · price −$1.5M$10.9MNew · +$12.4M
- WorkdayWDAY44,900 shares · 0.1% of their software$10.7MNew · +$11.2M
- VaronisVRNS173,858 shares · 0.1% of their software · price +$1.1M$10.0M−$17.4M
- Block, Inc.XYZ40,370 shares · 0.1% of their software · price +$676K$9.8MNew · +$9.2M
- PegasystemsPEGA62,059 shares · 0.1% of their software · price +$1.5M$8.6M−$6.7M
- Ribbon Communications Inc.RBBN1,054,856 shares · 0.1% of their software · price −$633K$8.0M+$1.8M
- Donnelley Financial Solutions, Inc.DFIN232,649 shares · 0.1% of their software · price +$1.2M$7.7M−$2.6M
- BlackBerry LimitedBB627,776 shares · 0.1% of their software · price +$2.4M$7.7M+$5.2M
- PTCPTC47,500 shares · 0.1% of their software$6.7M+$5.3M
- Yalla Group LimitedYALA324,323 shares · 0.1% of their software · price −$1.6M$6.5M+$2.1M
- GoDaddyGDDY63,400 shares · 0.0% of their software · price +$592K$5.5MNew · +$4.9M
- ACI WorldwideACIW124,249 shares · 0.0% of their software$4.6MNew · +$4.7M
- GuidewireGWRE40,022 shares · 0.0% of their software$4.5MNew · +$4.1M
- Tucows Inc.TCX43,515 shares · 0.0% of their software$3.5M+$976K
- FortinetFTNT13,740 shares · 0.0% of their software · price +$739K$3.3M−$20.3M
- Endava plcDAVA28,161 shares · 0.0% of their software · price +$808K$3.2M−$1.5M
- Thryv Holdings, Inc.THRY75,840 shares · 0.0% of their software · price +$938K$2.7MNew · +$1.8M
- Calix, Inc.CALX57,060 shares · 0.0% of their software · price +$733K$2.7MNew · +$2.0M
- 8x8EGHT84,700 shares · 0.0% of their software$2.4MNew
- TeradataTDC42,413 shares · 0.0% of their software$2.1M−$50.1M
- Q2QTWO20,472 shares · 0.0% of their software$2.1MFlat
- eGain CorporationEGAN164,169 shares · 0.0% of their software$1.9M+$1.2M
- LiveRamp Holdings, Inc.RAMP30,800 shares · 0.0% of their software$1.4MNew · +$1.6M
- YextYEXT90,700 shares · 0.0% of their software$1.3MNew · +$1.3M
- Ooma, Inc.OOMA61,767 shares · 0.0% of their software$1.2M+$573K
- DHI Group, Inc.DHX310,895 shares · 0.0% of their software$1.1MFlat
- Rimini Street, Inc.RMNI155,871 shares · 0.0% of their software$960K−$1.2M
- Cerence Inc.CRNC7,400 shares · 0.0% of their software$790KNew · +$663K
- WixWIX2,700 shares · 0.0% of their software$784K−$46.9M
- Agilysys, Inc.AGYS13,362 shares · 0.0% of their software$760KNew · +$641K
- ShopifySHOP400 shares · 0.0% of their software$585KNew · Flat
- Tyler TechnologiesTYL600 shares · 0.0% of their software$271KNew · Flat
- Lesaka Technologies, Inc.LSAK50,800 shares · 0.0% of their software$239K−$1.1M
- Allot Ltd.ALLT11,445 shares · 0.0% of their software$227KNew · Flat