Generalist · Boston, MA
Arrowstreet Capital, Limited Partnership
Q1 2022 · compared with Q4 2021
- Software
- $11.3B
- Weight of 13F
- 14.1%
- Names
- 80
- Net bought
- −$1.1B
Filed 13 May 2022 · SEC filing.
1,150 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
- MicrosoftMSFT17,310,026 shares · 47.2% of their software · price −$485M$5.3BFlat
- AdobeADBE1,683,645 shares · 6.8% of their software · price −$188M$767M−$388M
- SalesforceCRM2,355,191 shares · 4.4% of their software · price −$98.5M$500M−$10.9M
- Palo Alto NetworksPANW756,870 shares · 4.2% of their software · price +$49.8M$471M−$10.8M
- OracleORCL4,683,986 shares · 3.4% of their software · price −$21.0M$388M−$133M
- IntuitINTU727,244 shares · 3.1% of their software · price −$118M$350M−$16.2M
- ServiceNowNOW598,424 shares · 2.9% of their software · price −$55.2M$333M+$62.8M
- DatadogDDOG2,084,788 shares · 2.8% of their software · price −$55.5M$316M+$190M
- CrowdStrikeCRWD1,213,054 shares · 2.4% of their software · price +$27.1M$275M−$14.2M
- FortinetFTNT776,449 shares · 2.3% of their software · price −$13.7M$265M+$108M
- Check PointCHKP1,581,658 shares · 1.9% of their software · price +$34.3M$219M−$40.2M
- Automatic Data Processing, Inc.ADP816,514 shares · 1.6% of their software · price −$15.5M$186M−$45.1M
- ZscalerZS735,395 shares · 1.6% of their software · price −$58.9M$177M−$303M
- CadenceCDNS1,037,790 shares · 1.5% of their software · price −$22.7M$171M+$68.8M
- SAPSAP1,389,447 shares · 1.4% of their software · price −$40.5M$154M+$136M
- SynopsysSNPS406,426 shares · 1.2% of their software · price −$14.3M$135M+$24.5M
- PaycomPAYC332,192 shares · 1.0% of their software · price −$22.9M$115M+$1.6M
- Amdocs LimitedDOX1,270,041 shares · 0.9% of their software · price +$9.4M$104MNew · +$95.0M
- HubSpotHUBS207,669 shares · 0.9% of their software · price −$38.3M$98.6M+$41.0M
- Paychex, Inc.PAYX722,658 shares · 0.9% of their software$98.6M−$40.9M
- VeriSign, Inc.VRSN439,976 shares · 0.9% of their software · price −$13.8M$97.9M+$18.4M
- SnowflakeSNOW376,017 shares · 0.8% of their software · price −$41.2M$86.2M+$121M
- NetApp, Inc.NTAP904,618 shares · 0.7% of their software · price −$8.1M$75.1M−$155M
- NICENICE255,721 shares · 0.5% of their software · price −$21.6M$56.0M+$9.4M
- Gen DigitalGEN1,940,408 shares · 0.5% of their software · price +$1.0M$51.5M−$24.1M
- MongoDBMDB108,486 shares · 0.4% of their software · price −$9.3M$48.1M+$9.7M
- Manhattan AssociatesMANH321,947 shares · 0.4% of their software · price −$5.4M$44.7M−$51.5M
- TeradataTDC742,333 shares · 0.3% of their software · price +$5.1M$36.6M+$19.0M
- Fiserv, Inc.FISV333,872 shares · 0.3% of their software · price −$798K$33.9M−$95.7M
- The Trade DeskTTD446,324 shares · 0.3% of their software · price −$10.0M$30.9MNew · +$40.9M
- SS&CSSNC383,946 shares · 0.3% of their software · price −$2.7M$28.8M−$7.4M
- VeriskVRSK133,207 shares · 0.3% of their software · price −$1.9M$28.6M+$22.0M
- BoxBOX951,822 shares · 0.2% of their software · price +$2.7M$27.7M−$24.1M
- AutodeskADSK104,482 shares · 0.2% of their software · price −$7.0M$22.4MNew · +$29.4M
- AsanaASAN506,183 shares · 0.2% of their software · price −$17.5M$20.2M+$35.5M
- CoStarCSGP275,081 shares · 0.2% of their software · price −$3.4M$18.3M+$18.9M
- DescartesDSGX212,966 shares · 0.1% of their software · price −$2.0M$15.6M−$14.8M
- Endava plcDAVA87,714 shares · 0.1% of their software · price −$3.1M$11.7M−$23.8M
- AkamaiAKAM80,918 shares · 0.1% of their software$9.7M+$783K
- Cognyte Software Ltd.CGNT836,488 shares · 0.1% of their software · price −$3.6M$9.5M+$805K
- TenableTENB160,405 shares · 0.1% of their software$9.3MNew · +$8.8M
- SPS CommerceSPSC63,899 shares · 0.1% of their software · price −$712K$8.4M−$20.6M
- DigitalOceanDOCN100,221 shares · 0.1% of their software · price −$2.3M$5.8MNew · +$8.1M
- MorningstarMORN19,516 shares · 0.0% of their software · price −$1.3M$5.3M−$1.4M
- NetScout Systems, Inc.NTCT164,731 shares · 0.0% of their software$5.3M−$16.6M
- GoDaddyGDDY61,890 shares · 0.0% of their software$5.2MNew · +$5.3M
- CommvaultCVLT73,361 shares · 0.0% of their software$4.9MNew · +$5.1M
- QualysQLYS29,520 shares · 0.0% of their software$4.2M+$1.8M
- Sprout SocialSPT51,794 shares · 0.0% of their software · price −$547K$4.2M+$2.0M
- Rapid7RPD36,435 shares · 0.0% of their software$4.1M−$14.0M
- CCC Intelligent Solutions Holdings Inc.CCC284,929 shares · 0.0% of their software$3.1MNew · +$3.2M
- Donnelley Financial Solutions, Inc.DFIN92,610 shares · 0.0% of their software · price −$1.3M$3.1M−$4.7M
- UnityU30,552 shares · 0.0% of their software · price −$1.3M$3.0MNew · +$4.4M
- Agora, Inc.API284,424 shares · 0.0% of their software · price −$1.8M$2.8MNew · +$4.6M
- Consensus Cloud Solutions, Inc.CCSI46,083 shares · 0.0% of their software$2.8M−$1.2M
- SentinelOneS59,485 shares · 0.0% of their software · price −$699K$2.3MNew · +$3.0M
- Alarm.com Holdings, Inc.ALRM33,740 shares · 0.0% of their software · price −$619K$2.2M−$1.1M
- WixWIX19,528 shares · 0.0% of their software · price −$1.0M$2.0MNew · +$3.1M
- DHI Group, Inc.DHX310,895 shares · 0.0% of their software$1.9MFlat
- eGain CorporationEGAN156,673 shares · 0.0% of their software$1.8MFlat
- International Money Express, Inc.IMXI80,711 shares · 0.0% of their software$1.7MNew · +$1.3M
- Zeta GlobalZETA125,462 shares · 0.0% of their software · price +$543K$1.6M+$962K
- ZoomInfoZI26,527 shares · 0.0% of their software$1.6MNew
- RingCentralRNG13,021 shares · 0.0% of their software · price −$913K$1.5M+$590K
- VeevaVEEV5,642 shares · 0.0% of their software$1.2M−$195M
- DropboxDBX48,789 shares · 0.0% of their software$1.1M−$35.5M
- EVERTEC, Inc.EVTC24,358 shares · 0.0% of their software$997K−$2.3M
- WorkivaWK7,532 shares · 0.0% of their software$889K−$36.1M
- Ribbon Communications Inc.RBBN279,715 shares · 0.0% of their software · price −$828K$864KFlat
- FactSetFDS1,956 shares · 0.0% of their software$849K−$50.1M
- WorkdayWDAY2,676 shares · 0.0% of their software$641KNew · +$731K
- TwilioTWLO3,798 shares · 0.0% of their software$626KNew · +$1.0M
- Alight, Inc.ALIT47,650 shares · 0.0% of their software$474KNew · +$515K
- Block, Inc.XYZ3,492 shares · 0.0% of their software$474KNew · +$564K
- BlackbaudBLKB7,856 shares · 0.0% of their software$470K−$3.0M
- Clear Secure, Inc.YOU16,519 shares · 0.0% of their software$444KNew · +$518K
- 8x8EGHT22,240 shares · 0.0% of their software$280KNew
- ProcorePCOR4,314 shares · 0.0% of their software$250KFlat
- Cellebrite DI Ltd.CLBT19,811 shares · 0.0% of their software$127KNew · Flat
- Remitly Global, Inc.RELY12,772 shares · 0.0% of their software$126KNew · Flat