Generalist · Boston, MA
Arrowstreet Capital, Limited Partnership
Q1 2023 · compared with Q4 2022
- Software
- $11.4B
- Weight of 13F
- 14.7%
- Names
- 105
- Net bought
- −$131M
Filed 15 May 2023 · SEC filing.
1,316 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
- MicrosoftMSFT11,999,428 shares · 30.4% of their software · price +$582M$3.5B−$816M
- OracleORCL13,857,296 shares · 11.3% of their software · price +$155M$1.3B+$173M
- AdobeADBE2,177,192 shares · 7.4% of their software · price +$106M$839M+$125M
- CadenceCDNS2,803,081 shares · 5.2% of their software · price +$139M$589M+$111M
- Automatic Data Processing, Inc.ADP2,451,178 shares · 4.8% of their software · price −$39.8M$546M−$22.7M
- FortinetFTNT6,673,226 shares · 3.9% of their software · price +$117M$444M+$119M
- SynopsysSNPS951,449 shares · 3.2% of their software · price +$63.7M$367M−$57.9M
- Fiserv, Inc.FISV2,741,426 shares · 2.7% of their software · price +$32.8M$310M−$118M
- SalesforceCRM1,502,701 shares · 2.6% of their software · price +$101M$300M+$101M
- IntuitINTU603,950 shares · 2.4% of their software · price +$34.2M$269M−$25.8M
- ServiceNowNOW565,503 shares · 2.3% of their software · price +$43.2M$263M+$6.5M
- CrowdStrikeCRWD1,642,099 shares · 2.0% of their software · price +$52.5M$225M−$2.5M
- Check PointCHKP1,505,958 shares · 1.7% of their software · price +$5.8M$196M+$110M
- Amdocs LimitedDOX1,861,430 shares · 1.6% of their software · price +$9.5M$179M+$12.6M
- OpenTextOTEX4,614,154 shares · 1.6% of their software · price +$41.1M$178M+$123M
- AkamaiAKAM2,095,168 shares · 1.4% of their software · price −$12.6M$164M+$66.2M
- PaycomPAYC415,092 shares · 1.1% of their software · price −$2.6M$126M+$31.6M
- AutodeskADSK555,648 shares · 1.0% of their software · price +$11.8M$116M+$49.5M
- NetApp, Inc.NTAP1,577,675 shares · 0.9% of their software · price +$6.0M$101M+$43.0M
- VeriSign, Inc.VRSN450,409 shares · 0.8% of their software · price +$2.7M$95.2M+$26.3M
- NICENICE376,153 shares · 0.8% of their software · price +$13.8M$86.1M+$18.1M
- GoDaddyGDDY1,068,773 shares · 0.7% of their software · price +$3.1M$83.1M+$53.4M
- Manhattan AssociatesMANH505,295 shares · 0.7% of their software · price +$16.9M$78.2M+$23.4M
- TwilioTWLO873,399 shares · 0.5% of their software · price +$15.4M$58.2M+$40.8M
- BoxBOX2,151,620 shares · 0.5% of their software · price −$9.3M$57.6M+$41.7M
- Roper Technologies, Inc.ROP125,892 shares · 0.5% of their software · price +$1.1M$55.5M+$26.1M
- WEX Inc.WEX298,727 shares · 0.5% of their software · price +$6.0M$54.9M+$789K
- DropboxDBX2,484,341 shares · 0.5% of their software · price −$1.9M$53.7M+$19.1M
- PTCPTC413,437 shares · 0.5% of their software · price +$3.4M$53.0M+$32.2M
- DescartesDSGX656,958 shares · 0.5% of their software · price +$7.2M$53.0MNew · +$45.8M
- SAPSAP412,315 shares · 0.5% of their software · price +$9.6M$52.2M+$30.5M
- OktaOKTA544,607 shares · 0.4% of their software · price +$9.8M$47.0M+$13.4M
- TeradataTDC1,003,813 shares · 0.4% of their software · price +$6.6M$40.4M+$12.1M
- WixWIX331,458 shares · 0.3% of their software · price +$7.6M$33.1M+$24.3M
- CloudflareNET475,851 shares · 0.3% of their software · price +$7.8M$29.3M+$12.5M
- QualysQLYS198,520 shares · 0.2% of their software · price +$3.5M$25.8M−$6.0M
- NutanixNTNX992,854 shares · 0.2% of their software$25.8M+$15.5M
- SS&CSSNC445,597 shares · 0.2% of their software · price +$2.0M$25.2M−$45.3M
- Gen DigitalGEN1,393,170 shares · 0.2% of their software · price −$5.9M$23.9M−$11.2M
- CommvaultCVLT380,585 shares · 0.2% of their software · price −$2.3M$21.6M+$2.1M
- monday.comMNDY150,753 shares · 0.2% of their software · price +$3.1M$21.5M+$17.4M
- ProgressPRGS355,742 shares · 0.2% of their software · price +$2.5M$20.4M+$16.5M
- GuidewireGWRE243,813 shares · 0.2% of their software · price +$4.8M$20.0M−$848K
- LiveRamp Holdings, Inc.RAMP838,858 shares · 0.2% of their software · price −$1.3M$18.4M+$7.9M
- PDF Solutions, Inc.PDFS342,007 shares · 0.1% of their software · price +$4.7M$14.5M+$5.5M
- Zeta GlobalZETA1,298,763 shares · 0.1% of their software · price +$3.5M$14.1M+$3.4M
- DatadogDDOG179,979 shares · 0.1% of their software$13.1M−$109M
- UiPathPATH726,404 shares · 0.1% of their software · price +$3.5M$12.8M+$6.5M
- AsanaASAN602,981 shares · 0.1% of their software · price +$4.4M$12.7M−$1.2M
- ShopifySHOP253,295 shares · 0.1% of their software · price +$3.4M$12.1M+$2.6M
- Agilysys, Inc.AGYS139,467 shares · 0.1% of their software$11.5M+$8.4M
- Paychex, Inc.PAYX95,704 shares · 0.1% of their software$11.0M−$89.9M
- DoceboDCBO230,665 shares · 0.1% of their software · price +$1.8M$9.4MNew · +$7.6M
- Alarm.com Holdings, Inc.ALRM181,039 shares · 0.1% of their software$9.1M+$676K
- VaronisVRNS346,464 shares · 0.1% of their software · price +$717K$9.0MNew · +$8.3M
- YextYEXT860,452 shares · 0.1% of their software · price +$2.7M$8.3M+$4.4M
- ACI WorldwideACIW293,632 shares · 0.1% of their software · price +$1.2M$7.9M−$3.3M
- EVERTEC, Inc.EVTC230,160 shares · 0.1% of their software$7.8M+$7.0M
- MongoDBMDB33,191 shares · 0.1% of their software · price +$1.2M$7.7M−$13.1M
- HubSpotHUBS15,904 shares · 0.1% of their software · price +$2.2M$6.8M+$4.4M
- CoStarCSGP95,968 shares · 0.1% of their software · price −$809K$6.6MNew · +$7.4M
- Upbound Group, Inc.UPBD268,857 shares · 0.1% of their software · price +$527K$6.6M−$5.5M
- Adeia Inc.ADEA728,416 shares · 0.1% of their software$6.5M+$2.1M
- BILLBILL69,070 shares · 0.0% of their software · price −$1.9M$5.6M−$12.3M
- ZoomInfoZI217,770 shares · 0.0% of their software$5.4MNew
- Rapid7RPD116,379 shares · 0.0% of their software · price +$1.4M$5.3MNew · +$4.0M
- SPS CommerceSPSC30,225 shares · 0.0% of their software · price +$721K$4.6MFlat
- FreshworksFRSH296,676 shares · 0.0% of their software$4.6MNew · +$4.4M
- OneSpan Inc.OSPN246,284 shares · 0.0% of their software · price +$1.6M$4.3M+$1.9M
- BlackBerry LimitedBB893,617 shares · 0.0% of their software · price +$1.2M$4.1MNew · +$2.9M
- DynatraceDT96,379 shares · 0.0% of their software$4.1MNew · +$3.7M
- A10 Networks, Inc.ATEN246,787 shares · 0.0% of their software$3.8M+$2.8M
- PegasystemsPEGA74,599 shares · 0.0% of their software · price +$1.1M$3.6MNew · +$2.6M
- Asure Software, Inc.ASUR241,146 shares · 0.0% of their software · price +$1.2M$3.5M+$2.1M
- Cognyte Software Ltd.CGNT937,319 shares · 0.0% of their software$3.2MFlat
- Ribbon Communications Inc.RBBN902,256 shares · 0.0% of their software · price +$568K$3.1M+$1.2M
- CCC Intelligent Solutions Holdings Inc.CCC307,369 shares · 0.0% of their software$2.8M+$1.7M
- ProcorePCOR43,710 shares · 0.0% of their software · price +$675K$2.7MNew · +$2.1M
- JFrogFROG134,055 shares · 0.0% of their software$2.6MNew · +$2.9M
- TenableTENB48,756 shares · 0.0% of their software$2.3M−$5.9M
- Thryv Holdings, Inc.THRY92,268 shares · 0.0% of their software$2.1MFlat
- StoneCo Ltd.STNE207,353 shares · 0.0% of their software$2.0M−$8.8M
- Intapp, Inc.INTA44,022 shares · 0.0% of their software · price +$876K$2.0MNew · +$1.1M
- Payoneer Global Inc.PAYO279,688 shares · 0.0% of their software$1.8MNew · +$1.5M
- Xperi Inc.XPER158,040 shares · 0.0% of their software$1.7MFlat
- RingCentralRNG50,030 shares · 0.0% of their software$1.5M−$2.6M
- Sprout SocialSPT21,828 shares · 0.0% of their software$1.3MNew · +$1.2M
- DHI Group, Inc.DHX340,881 shares · 0.0% of their software$1.3MFlat
- Paysafe LimitedPSFE74,908 shares · 0.0% of their software$1.3MFlat
- The Trade DeskTTD20,753 shares · 0.0% of their software$1.3M−$10.2M
- PaylocityPCTY6,305 shares · 0.0% of their software$1.3MFlat
- Immersion CorporationIMMR130,042 shares · 0.0% of their software$1.2M+$740K
- Bentley SystemsBSY25,808 shares · 0.0% of their software$1.1M+$536K
- TrimbleTRMB18,848 shares · 0.0% of their software$988K+$747K
- Donnelley Financial Solutions, Inc.DFIN19,663 shares · 0.0% of their software$803KNew · +$760K
- Riskified Ltd.RSKD125,200 shares · 0.0% of their software$706KNew · +$578K
- Consensus Cloud Solutions, Inc.CCSI19,907 shares · 0.0% of their software$679K+$591K
- WorkdayWDAY3,055 shares · 0.0% of their software$631KNew · +$511K
- Q2QTWO24,302 shares · 0.0% of their software$598KFlat
- SprinklrCXM42,201 shares · 0.0% of their software$547KNew · Flat
- PagerDutyPD13,432 shares · 0.0% of their software$470KNew · Flat
- eGain CorporationEGAN51,603 shares · 0.0% of their software$392KFlat
- Health CatalystHCAT25,178 shares · 0.0% of their software$294KNew · Flat
- PagSeguro Digital Ltd.PAGS26,890 shares · 0.0% of their software$230K−$2.4M
- Mitek Systems, Inc.MITK11,871 shares · 0.0% of their software$114KFlat