Generalist · Boston, MA
Arrowstreet Capital, Limited Partnership
Q4 2022 · compared with Q3 2022
- Software
- $9.9B
- Weight of 13F
- 13.9%
- Names
- 100
- Net bought
- −$204M
Filed 14 February 2023 · SEC filing.
1,299 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
- MicrosoftMSFT15,404,027 shares · 37.3% of their software · price +$107M$3.7B−$588M
- OracleORCL11,738,639 shares · 9.7% of their software · price +$243M$960M+$181M
- Automatic Data Processing, Inc.ADP2,546,111 shares · 6.1% of their software · price +$32.3M$608MFlat
- AdobeADBE1,804,981 shares · 6.1% of their software · price +$111M$607M+$108M
- Fiserv, Inc.FISV3,912,415 shares · 4.0% of their software · price +$29.3M$395M+$64.9M
- Palo Alto NetworksPANW2,719,442 shares · 3.8% of their software · price −$65.9M$379M−$18.9M
- SynopsysSNPS1,132,920 shares · 3.7% of their software · price +$15.6M$362M+$33.3M
- CadenceCDNS2,114,613 shares · 3.4% of their software · price −$5.9M$340M+$38.6M
- IntuitINTU670,333 shares · 2.6% of their software · price +$1.3M$261M−$6.6M
- ServiceNowNOW548,672 shares · 2.2% of their software · price +$5.8M$213M+$12.1M
- FortinetFTNT4,232,567 shares · 2.1% of their software · price −$1.0M$207M+$51.0M
- CrowdStrikeCRWD1,665,600 shares · 1.8% of their software · price −$99.1M$175M+$4.7M
- Amdocs LimitedDOX1,722,404 shares · 1.6% of their software · price +$19.7M$157M+$2.6M
- DatadogDDOG1,664,614 shares · 1.2% of their software · price −$25.4M$122M−$59.9M
- AkamaiAKAM1,310,113 shares · 1.1% of their software · price +$5.2M$110M+$48.1M
- Paychex, Inc.PAYX873,247 shares · 1.0% of their software · price +$2.9M$101M−$25.7M
- SalesforceCRM740,148 shares · 1.0% of their software · price −$8.3M$98.1M+$2.1M
- PaycomPAYC313,265 shares · 1.0% of their software · price −$6.2M$97.2M+$13.0M
- Check PointCHKP630,378 shares · 0.8% of their software · price +$8.9M$79.5MFlat
- SS&CSSNC1,316,670 shares · 0.7% of their software · price +$5.7M$68.5M+$7.7M
- VeriSign, Inc.VRSN322,615 shares · 0.7% of their software · price +$10.2M$66.3M−$4.3M
- AutodeskADSK290,795 shares · 0.5% of their software$54.3M+$7.9M
- NICENICE281,992 shares · 0.5% of their software · price +$1.1M$54.2M−$4.2M
- NetApp, Inc.NTAP861,071 shares · 0.5% of their software · price −$1.5M$51.7M−$53.9M
- WEX Inc.WEX293,903 shares · 0.5% of their software · price +$10.8M$48.1M+$9.0M
- Gen DigitalGEN1,917,426 shares · 0.4% of their software · price +$2.5M$41.1MFlat
- Manhattan AssociatesMANH312,738 shares · 0.4% of their software · price −$3.6M$38.0M+$1.3M
- DropboxDBX1,630,512 shares · 0.4% of their software · price +$2.7M$36.5M+$30.6M
- Roper Technologies, Inc.ROP65,429 shares · 0.3% of their software · price +$4.7M$28.3M+$15.7M
- QualysQLYS251,780 shares · 0.3% of their software · price −$6.8M$28.3M+$3.9M
- GoDaddyGDDY354,975 shares · 0.3% of their software · price +$1.4M$26.6MFlat
- BoxBOX811,506 shares · 0.3% of their software · price +$5.5M$25.3M+$7.4M
- OktaOKTA348,872 shares · 0.2% of their software · price +$4.0M$23.8M+$12.3M
- CommvaultCVLT346,404 shares · 0.2% of their software · price +$3.4M$21.8M+$15.2M
- TeradataTDC645,302 shares · 0.2% of their software · price +$1.7M$21.7M+$14.4M
- BILLBILL181,796 shares · 0.2% of their software · price −$4.3M$19.8M−$6.3M
- MongoDBMDB99,724 shares · 0.2% of their software$19.6M+$7.7M
- PTCPTC145,606 shares · 0.2% of their software · price +$2.2M$17.5M+$12.5M
- Fair IsaacFICO26,964 shares · 0.2% of their software · price +$5.0M$16.1MNew · +$11.1M
- GuidewireGWRE257,368 shares · 0.2% of their software$16.1M+$10.9M
- OpenTextOTEX466,336 shares · 0.1% of their software · price +$1.5M$13.8M+$9.8M
- SAPSAP117,131 shares · 0.1% of their software · price +$2.6M$12.1M−$91.4M
- LiveRamp Holdings, Inc.RAMP502,113 shares · 0.1% of their software · price +$2.7M$11.8M+$5.3M
- Upbound Group, Inc.UPBD512,229 shares · 0.1% of their software · price +$2.6M$11.6MNew · +$9.0M
- The Trade DeskTTD248,618 shares · 0.1% of their software · price −$3.7M$11.1M−$21.7M
- StoneCo Ltd.STNE1,137,165 shares · 0.1% of their software$10.7MNew · +$10.8M
- DocuSignDOCU188,241 shares · 0.1% of their software$10.4M+$4.7M
- NutanixNTNX398,568 shares · 0.1% of their software · price +$2.1M$10.4M−$1.7M
- ACI WorldwideACIW437,013 shares · 0.1% of their software · price +$918K$10.1M−$3.9M
- AsanaASAN690,899 shares · 0.1% of their software · price −$5.8M$9.5M−$7.8M
- CloudflareNET198,473 shares · 0.1% of their software · price −$2.0M$9.0M−$1.6M
- Alarm.com Holdings, Inc.ALRM167,382 shares · 0.1% of their software · price −$2.6M$8.3M+$3.1M
- TenableTENB204,163 shares · 0.1% of their software · price +$684K$7.8MFlat
- Zeta GlobalZETA888,310 shares · 0.1% of their software · price +$1.4M$7.3M+$1.5M
- ShopifySHOP178,490 shares · 0.1% of their software · price +$1.4M$6.2MNew · +$4.8M
- Adeia Inc.ADEA507,288 shares · 0.0% of their software · price +$1.7M$4.8MNew · +$3.1M
- ZscalerZS40,923 shares · 0.0% of their software · price −$2.1M$4.6M−$53.6M
- RingCentralRNG124,211 shares · 0.0% of their software · price −$566K$4.4M+$4.3M
- PDF Solutions, Inc.PDFS148,333 shares · 0.0% of their software · price +$592K$4.2M+$2.8M
- SPS CommerceSPSC30,225 shares · 0.0% of their software$3.9MFlat
- Endava plcDAVA38,198 shares · 0.0% of their software$2.9M+$555K
- Cognyte Software Ltd.CGNT896,913 shares · 0.0% of their software · price −$834K$2.8M+$1.4M
- UiPathPATH213,478 shares · 0.0% of their software$2.7MNew · +$2.7M
- PagSeguro Digital Ltd.PAGS307,138 shares · 0.0% of their software · price −$1.4M$2.7MNew · +$4.1M
- Agilysys, Inc.AGYS32,938 shares · 0.0% of their software · price +$784K$2.6MFlat
- TwilioTWLO40,610 shares · 0.0% of their software · price −$820K$2.0MNew · +$2.8M
- DoubleVerifyDV85,105 shares · 0.0% of their software$1.9M+$1.1M
- DHI Group, Inc.DHX340,881 shares · 0.0% of their software$1.8MFlat
- Xperi Inc.XPER181,012 shares · 0.0% of their software · price −$3.1M$1.6MNew · +$4.7M
- Thryv Holdings, Inc.THRY80,757 shares · 0.0% of their software$1.5M−$681K
- ProgressPRGS28,962 shares · 0.0% of their software$1.5MFlat
- Ribbon Communications Inc.RBBN467,514 shares · 0.0% of their software$1.3MFlat
- A10 Networks, Inc.ATEN77,432 shares · 0.0% of their software$1.3MNew · +$1.0M
- Paysafe LimitedPSFE92,396 shares · 0.0% of their software · price +$1.2M$1.3MNew · Flat
- YextYEXT184,782 shares · 0.0% of their software$1.2MNew · +$824K
- WixWIX14,834 shares · 0.0% of their software$1.1MNew · +$1.2M
- Agora, Inc.API279,997 shares · 0.0% of their software$1.1MNew · +$1.0M
- BroadridgeBR7,951 shares · 0.0% of their software$1.1M+$892K
- MagniteMGNI98,394 shares · 0.0% of their software$1.0MNew · +$646K
- CCC Intelligent Solutions Holdings Inc.CCC117,184 shares · 0.0% of their software$1.0M+$791K
- monday.comMNDY7,971 shares · 0.0% of their software$972KFlat
- Euronet Worldwide, Inc.EEFT9,022 shares · 0.0% of their software$851KNew · +$684K
- OneSpan Inc.OSPN72,907 shares · 0.0% of their software$816KFlat
- Clear Secure, Inc.YOU29,691 shares · 0.0% of their software$814K−$1.5M
- PaylocityPCTY4,004 shares · 0.0% of their software$778KNew · +$967K
- AppLovinAPP71,606 shares · 0.0% of their software · price −$642K$754KNew · +$1.4M
- Q2QTWO21,890 shares · 0.0% of their software$588KNew · +$705K
- EVERTEC, Inc.EVTC15,494 shares · 0.0% of their software$502KFlat
- Consensus Cloud Solutions, Inc.CCSI8,923 shares · 0.0% of their software$480KFlat
- eGain CorporationEGAN51,603 shares · 0.0% of their software$466KFlat
- Bentley SystemsBSY11,293 shares · 0.0% of their software$417KNew · Flat
- Kingsoft Cloud Holdings LimitedKC102,508 shares · 0.0% of their software$393KNew · Flat
- ElasticESTC5,407 shares · 0.0% of their software$278KNew · Flat
- SentinelOneS14,946 shares · 0.0% of their software$218KNew · Flat
- HubSpotHUBS737 shares · 0.0% of their software$213KNew · Flat
- TrimbleTRMB4,069 shares · 0.0% of their software$206KFlat
- Asure Software, Inc.ASUR20,201 shares · 0.0% of their software$189KNew · Flat
- Immersion CorporationIMMR24,836 shares · 0.0% of their software$175KNew · Flat
- Sportradar Group AGSRAD13,920 shares · 0.0% of their software$139KNew · Flat
- Mitek Systems, Inc.MITK13,013 shares · 0.0% of their software$126KFlat