Generalist · Boston, MA
Arrowstreet Capital, Limited Partnership
Q2 2022 · compared with Q1 2022
- Software
- $8.8B
- Weight of 13F
- 12.5%
- Names
- 81
- Net bought
- +$483M
Filed 15 August 2022 · SEC filing.
1,199 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
- MicrosoftMSFT17,964,798 shares · 52.4% of their software · price −$925M$4.6B+$202M
- Palo Alto NetworksPANW711,943 shares · 4.0% of their software · price −$91.5M$352M−$28.0M
- OracleORCL4,926,244 shares · 3.9% of their software · price −$63.4M$344M+$20.0M
- AdobeADBE882,399 shares · 3.7% of their software · price −$79.0M$323M−$365M
- ServiceNowNOW530,143 shares · 2.9% of their software · price −$43.1M$252M−$38.0M
- Automatic Data Processing, Inc.ADP1,196,523 shares · 2.9% of their software · price −$20.9M$251M+$86.5M
- IntuitINTU582,240 shares · 2.5% of their software · price −$55.5M$224M−$69.7M
- DatadogDDOG2,284,058 shares · 2.5% of their software · price −$128M$218M+$30.2M
- FortinetFTNT3,807,274 shares · 2.4% of their software · price −$1.1B$215M+$1.0B
- SynopsysSNPS659,247 shares · 2.3% of their software · price −$19.5M$200M+$84.3M
- CrowdStrikeCRWD1,054,366 shares · 2.0% of their software · price −$61.7M$178M−$36.0M
- CadenceCDNS1,154,193 shares · 2.0% of their software · price −$16.7M$173M+$19.1M
- Check PointCHKP1,245,608 shares · 1.7% of their software · price −$20.5M$152M−$46.5M
- SalesforceCRM753,493 shares · 1.4% of their software · price −$35.6M$124M−$340M
- NetApp, Inc.NTAP1,849,708 shares · 1.4% of their software · price −$32.9M$121M+$78.4M
- SAPSAP1,285,529 shares · 1.3% of their software · price −$26.0M$117M−$11.5M
- Paychex, Inc.PAYX975,789 shares · 1.3% of their software · price −$22.1M$111M+$34.5M
- Amdocs LimitedDOX1,305,342 shares · 1.2% of their software · price +$1.4M$109M+$2.9M
- ZscalerZS501,298 shares · 0.9% of their software · price −$46.0M$74.9M−$56.5M
- Fiserv, Inc.FISV813,869 shares · 0.8% of their software · price −$10.1M$72.4M+$48.7M
- PaycomPAYC224,931 shares · 0.7% of their software · price −$14.9M$63.0M−$37.2M
- VeriSign, Inc.VRSN358,119 shares · 0.7% of their software · price −$19.7M$59.9M−$18.2M
- NICENICE289,576 shares · 0.6% of their software · price −$7.7M$55.7M+$7.4M
- SS&CSSNC607,707 shares · 0.4% of their software · price −$10.3M$35.3M+$16.8M
- Manhattan AssociatesMANH294,537 shares · 0.4% of their software · price −$7.1M$33.8M−$3.8M
- MongoDBMDB119,521 shares · 0.4% of their software · price −$22.0M$31.0M+$4.9M
- AsanaASAN1,629,476 shares · 0.3% of their software · price −$36.5M$28.6M+$44.9M
- The Trade DeskTTD568,710 shares · 0.3% of their software · price −$15.6M$23.8M+$8.5M
- ZoomInfoZI672,299 shares · 0.3% of their software$22.3M—
- CoStarCSGP335,032 shares · 0.2% of their software · price −$2.1M$20.2M+$4.0M
- VeriskVRSK115,617 shares · 0.2% of their software · price −$4.8M$20.0M−$3.8M
- Uber Technologies, Inc.UBER858,659 shares · 0.2% of their software · price −$13.1M$17.6MNew · +$30.6M
- Gen DigitalGEN770,886 shares · 0.2% of their software · price −$3.5M$16.9M−$31.0M
- AutodeskADSK86,384 shares · 0.2% of their software · price −$3.7M$14.9M−$3.9M
- DynatraceDT362,503 shares · 0.2% of their software · price −$2.8M$14.3MNew · +$17.1M
- AkamaiAKAM102,221 shares · 0.1% of their software · price −$2.9M$9.3M+$2.5M
- SnowflakeSNOW64,596 shares · 0.1% of their software · price −$5.8M$9.0M−$71.4M
- HubSpotHUBS28,798 shares · 0.1% of their software · price −$5.0M$8.7M−$85.0M
- TenableTENB178,993 shares · 0.1% of their software · price −$2.2M$8.1M+$1.1M
- Block, Inc.XYZ124,711 shares · 0.1% of their software · price −$9.2M$7.7M+$16.4M
- TeradataTDC149,821 shares · 0.1% of their software · price −$1.8M$5.5M−$29.2M
- CloudflareNET103,440 shares · 0.1% of their software · price −$7.9M$4.5MNew · +$12.4M
- QualysQLYS35,788 shares · 0.1% of their software · price −$582K$4.5M+$893K
- CommvaultCVLT66,306 shares · 0.0% of their software$4.2MFlat
- TwilioTWLO44,515 shares · 0.0% of their software · price −$3.6M$3.7M+$6.7M
- SPS CommerceSPSC27,350 shares · 0.0% of their software$3.1M−$4.8M
- OktaOKTA34,153 shares · 0.0% of their software · price −$2.1M$3.1MNew · +$5.2M
- ACI WorldwideACIW118,266 shares · 0.0% of their software · price −$662K$3.1MNew · +$3.7M
- International Money Express, Inc.IMXI144,438 shares · 0.0% of their software$3.0M+$1.3M
- WorkdayWDAY20,257 shares · 0.0% of their software · price −$2.0M$2.8M+$4.2M
- Kingsoft Cloud Holdings LimitedKC613,041 shares · 0.0% of their software · price −$993K$2.7MNew · +$3.7M
- BILLBILL22,944 shares · 0.0% of their software · price −$2.7M$2.5MNew · +$5.2M
- LiveRamp Holdings, Inc.RAMP83,691 shares · 0.0% of their software · price −$969K$2.2MNew · +$3.1M
- Digital TurbineAPPS122,728 shares · 0.0% of their software · price −$3.2M$2.1MNew · +$5.4M
- Roper Technologies, Inc.ROP5,433 shares · 0.0% of their software$2.1MNew · +$2.6M
- Endava plcDAVA24,073 shares · 0.0% of their software · price −$1.1M$2.1M−$8.5M
- GoDaddyGDDY27,465 shares · 0.0% of their software$1.9M−$2.9M
- WEX Inc.WEX12,004 shares · 0.0% of their software$1.9MNew · +$2.1M
- Cognyte Software Ltd.CGNT438,562 shares · 0.0% of their software · price −$3.1M$1.9M−$4.5M
- Rapid7RPD27,687 shares · 0.0% of their software · price −$1.2M$1.8M−$973K
- 8x8EGHT354,462 shares · 0.0% of their software$1.8M—
- DHI Group, Inc.DHX330,800 shares · 0.0% of their software$1.6MFlat
- Donnelley Financial Solutions, Inc.DFIN52,688 shares · 0.0% of their software$1.5M−$1.3M
- ElasticESTC21,824 shares · 0.0% of their software$1.5MNew · +$1.9M
- BoxBOX56,978 shares · 0.0% of their software$1.4M−$26.0M
- OpenTextOTEX35,909 shares · 0.0% of their software$1.4MNew · +$1.5M
- Ribbon Communications Inc.RBBN430,372 shares · 0.0% of their software$1.3MFlat
- Agilysys, Inc.AGYS26,484 shares · 0.0% of their software$1.3MNew · +$1.1M
- ToastTOST90,212 shares · 0.0% of their software · price −$793K$1.2MNew · +$2.0M
- Alarm.com Holdings, Inc.ALRM16,429 shares · 0.0% of their software$1.0M−$1.2M
- Lyft, Inc.LYFT74,123 shares · 0.0% of their software · price −$1.9M$984KNew · +$2.8M
- Consensus Cloud Solutions, Inc.CCSI19,632 shares · 0.0% of their software$858K−$1.6M
- RingCentralRNG15,583 shares · 0.0% of their software · price −$1.0M$814KFlat
- FactSetFDS1,956 shares · 0.0% of their software$752KFlat
- Zeta GlobalZETA155,153 shares · 0.0% of their software · price −$1.3M$701KFlat
- CCC Intelligent Solutions Holdings Inc.CCC70,921 shares · 0.0% of their software$652K−$2.4M
- eGain CorporationEGAN66,225 shares · 0.0% of their software$646K−$1.0M
- DescartesDSGX9,706 shares · 0.0% of their software$602K−$14.9M
- Clear Secure, Inc.YOU28,306 shares · 0.0% of their software$566KFlat
- PegasystemsPEGA5,390 shares · 0.0% of their software$258KNew · Flat
- AvePointAVPT45,394 shares · 0.0% of their software$197KNew · Flat