Generalist · Boston, MA
Arrowstreet Capital, Limited Partnership
Q4 2021 · compared with Q3 2021
- Software
- $13.7B
- Weight of 13F
- 16.8%
- Names
- 74
- Net bought
- −$1.0B
Filed 14 February 2022 · SEC filing.
1,412 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
- MicrosoftMSFT17,170,626 shares · 42.0% of their software · price +$934M$5.8B−$226M
- AdobeADBE2,368,214 shares · 9.8% of their software · price −$20.5M$1.3B−$14.5M
- SalesforceCRM2,398,268 shares · 4.4% of their software · price −$41.0M$609M−$367M
- OracleORCL6,208,095 shares · 3.9% of their software$541M+$289M
- ZscalerZS1,676,865 shares · 3.9% of their software · price +$99.1M$539M−$25.2M
- IntuitINTU752,488 shares · 3.5% of their software · price +$78.0M$484M+$57.0M
- Palo Alto NetworksPANW776,255 shares · 3.1% of their software · price +$60.4M$432M+$49.0M
- ServiceNowNOW501,616 shares · 2.4% of their software · price +$13.5M$326M+$74.7M
- CrowdStrikeCRWD1,282,595 shares · 1.9% of their software · price −$52.6M$263M+$174M
- Automatic Data Processing, Inc.ADP999,365 shares · 1.8% of their software · price +$46.6M$246M−$62.6M
- NetApp, Inc.NTAP2,584,642 shares · 1.7% of their software · price +$5.8M$238M+$36.6M
- Check PointCHKP1,926,185 shares · 1.6% of their software · price +$6.8M$225M+$107M
- VeevaVEEV768,679 shares · 1.4% of their software · price −$25.1M$196M−$61.3M
- DatadogDDOG1,018,072 shares · 1.3% of their software · price +$37.4M$181M+$79.4M
- FortinetFTNT475,835 shares · 1.2% of their software · price +$32.1M$171M+$101M
- TrimbleTRMB1,751,024 shares · 1.1% of their software · price +$8.7M$153M−$9.4M
- Paychex, Inc.PAYX1,022,339 shares · 1.0% of their software · price +$24.6M$140M−$12.9M
- PaycomPAYC328,369 shares · 1.0% of their software · price −$26.5M$136M+$33.5M
- Fiserv, Inc.FISV1,255,954 shares · 0.9% of their software · price −$5.9M$130M−$28.3M
- DocuSignDOCU842,960 shares · 0.9% of their software · price −$88.6M$128M−$120M
- SynopsysSNPS339,957 shares · 0.9% of their software · price +$23.5M$125M−$11.0M
- CadenceCDNS668,834 shares · 0.9% of their software · price +$23.3M$125M−$34.1M
- OpenTextOTEX2,228,548 shares · 0.8% of their software · price −$2.8M$106M−$87.6M
- Manhattan AssociatesMANH653,262 shares · 0.7% of their software · price +$1.6M$102M−$8.4M
- HubSpotHUBS145,501 shares · 0.7% of their software · price −$2.5M$95.9M+$7.9M
- VeriSign, Inc.VRSN367,305 shares · 0.7% of their software · price +$17.9M$93.2M−$65.4M
- Gen DigitalGEN2,869,574 shares · 0.5% of their software · price +$2.0M$74.6M−$16.1M
- NICENICE224,661 shares · 0.5% of their software · price +$4.4M$68.2M+$8.9M
- F5, Inc.FFIV273,435 shares · 0.5% of their software · price +$12.6M$66.9M−$30.9M
- SAPSAP419,942 shares · 0.4% of their software · price +$2.1M$58.8M+$29.9M
- FactSetFDS104,957 shares · 0.4% of their software · price +$9.6M$51.0M+$10.9M
- BoxBOX1,871,306 shares · 0.4% of their software · price +$4.7M$49.0M+$21.1M
- MongoDBMDB90,113 shares · 0.3% of their software · price +$5.2M$47.7M−$175M
- SS&CSSNC473,668 shares · 0.3% of their software · price +$6.0M$38.8M−$16.9M
- Endava plcDAVA229,384 shares · 0.3% of their software · price +$7.4M$38.5M+$14.3M
- WorkivaWK284,494 shares · 0.3% of their software · price −$3.0M$37.1M−$33.4M
- DropboxDBX1,497,207 shares · 0.3% of their software · price −$7.0M$36.7M+$9.8M
- DescartesDSGX391,418 shares · 0.2% of their software · price +$556K$32.4M−$13.8M
- Radware Ltd.RDWR717,835 shares · 0.2% of their software · price +$5.7M$29.9M+$4.6M
- SPS CommerceSPSC208,559 shares · 0.2% of their software · price −$4.0M$29.7M+$697K
- NetScout Systems, Inc.NTCT667,602 shares · 0.2% of their software · price +$4.1M$22.1M+$3.7M
- Rapid7RPD155,047 shares · 0.1% of their software · price +$724K$18.2M+$5.4M
- TeradataTDC295,703 shares · 0.1% of their software · price −$4.4M$12.6M+$5.9M
- Cognyte Software Ltd.CGNT785,147 shares · 0.1% of their software · price −$3.8M$12.3M+$3.5M
- Donnelley Financial Solutions, Inc.DFIN191,554 shares · 0.1% of their software · price +$2.4M$9.0MFlat
- PaylocityPCTY37,001 shares · 0.1% of their software · price −$1.6M$8.7M−$4.2M
- AkamaiAKAM74,226 shares · 0.1% of their software · price +$924K$8.7M−$941K
- VeriskVRSK37,080 shares · 0.1% of their software · price +$1.1M$8.5MNew · +$7.4M
- MorningstarMORN23,546 shares · 0.1% of their software · price +$2.0M$8.1M−$6.2M
- ZoomZM36,369 shares · 0.0% of their software · price −$2.8M$6.7M−$634K
- SnowflakeSNOW19,317 shares · 0.0% of their software · price +$702K$6.5MNew · +$5.8M
- CloudflareNET44,489 shares · 0.0% of their software · price +$839K$5.9M−$3.4M
- Fair IsaacFICO11,732 shares · 0.0% of their software$5.1M+$805K
- ACI WorldwideACIW125,447 shares · 0.0% of their software$4.4M−$4.6M
- DomoDOMO80,769 shares · 0.0% of their software$4.0M—
- Alarm.com Holdings, Inc.ALRM46,738 shares · 0.0% of their software$4.0M−$8.3M
- Consensus Cloud Solutions, Inc.CCSI66,635 shares · 0.0% of their software · price +$1.5M$3.9MNew · +$2.4M
- BlackbaudBLKB46,285 shares · 0.0% of their software$3.7MNew · +$3.3M
- EVERTEC, Inc.EVTC70,514 shares · 0.0% of their software$3.5M−$12.5M
- CoStarCSGP35,817 shares · 0.0% of their software$2.8MNew · +$3.1M
- Sprout SocialSPT29,584 shares · 0.0% of their software · price −$925K$2.7M−$6.3M
- QualysQLYS16,255 shares · 0.0% of their software$2.2MNew · +$1.8M
- AsanaASAN29,348 shares · 0.0% of their software · price −$860K$2.2M−$50.8M
- Ribbon Communications Inc.RBBN361,690 shares · 0.0% of their software$2.2M−$2.3M
- DHI Group, Inc.DHX310,895 shares · 0.0% of their software$1.9MFlat
- DoximityDOCS36,932 shares · 0.0% of their software · price −$1.1M$1.9MNew · +$3.0M
- RingCentralRNG9,871 shares · 0.0% of their software$1.8M−$2.2M
- eGain CorporationEGAN181,008 shares · 0.0% of their software$1.8M−$590K
- YextYEXT170,708 shares · 0.0% of their software$1.7MNew · +$2.1M
- PDF Solutions, Inc.PDFS53,030 shares · 0.0% of their software$1.7MNew · +$1.2M
- ProcorePCOR4,725 shares · 0.0% of their software$378KNew · Flat
- A10 Networks, Inc.ATEN19,941 shares · 0.0% of their software$331KNew · Flat
- DynatraceDT4,681 shares · 0.0% of their software$282KNew · Flat
- Zeta GlobalZETA11,185 shares · 0.0% of their software$94KNew · Flat