Generalist · Boston, MA
Arrowstreet Capital, Limited Partnership
Q4 2023 · compared with Q3 2023
- Software
- $15.6B
- Weight of 13F
- 16.4%
- Names
- 125
- Net bought
- +$935M
Filed 14 February 2024 · SEC filing.
1,374 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
- MicrosoftMSFT15,138,210 shares · 36.4% of their software · price +$913M$5.7B−$290M
- ShopifySHOP20,901,806 shares · 10.4% of their software · price +$488M$1.6B+$1.1B
- AdobeADBE1,536,647 shares · 5.9% of their software · price +$133M$917M+$137M
- OracleORCL7,192,802 shares · 4.8% of their software · price −$3.5M$758M−$428M
- SalesforceCRM2,599,485 shares · 4.4% of their software · price +$157M$684M+$64.3M
- CadenceCDNS1,675,434 shares · 2.9% of their software · price +$63.8M$456M−$147M
- IntuitINTU617,580 shares · 2.5% of their software · price +$70.5M$386M−$19.0M
- Check PointCHKP2,367,383 shares · 2.3% of their software · price +$46.2M$362M+$5.8M
- FortinetFTNT5,973,895 shares · 2.2% of their software · price −$896K$350M−$96.0M
- AkamaiAKAM2,138,102 shares · 1.6% of their software · price +$25.3M$253M−$6.7M
- NetApp, Inc.NTAP2,694,311 shares · 1.5% of their software · price +$33.1M$238M−$21.6M
- SynopsysSNPS401,297 shares · 1.3% of their software · price +$22.4M$207M+$13.0M
- OpenTextOTEX4,567,296 shares · 1.2% of their software · price +$31.6M$192M+$35.8M
- SAPSAP1,222,936 shares · 1.2% of their software · price +$30.9M$189M+$33.6M
- Fiserv, Inc.FISV1,375,290 shares · 1.2% of their software · price +$27.3M$183M+$9.8M
- CrowdStrikeCRWD651,738 shares · 1.1% of their software · price +$57.3M$166M+$109M
- AutodeskADSK659,704 shares · 1.0% of their software · price +$24.1M$161M−$6.1M
- monday.comMNDY845,026 shares · 1.0% of their software · price +$24.2M$159M+$83.1M
- Manhattan AssociatesMANH724,870 shares · 1.0% of their software · price +$12.8M$156M+$1.5M
- NICENICE738,330 shares · 0.9% of their software · price +$21.8M$147M+$39.1M
- WorkdayWDAY531,087 shares · 0.9% of their software · price +$32.5M$147M+$48.3M
- WixWIX1,177,860 shares · 0.9% of their software · price +$36.8M$145M+$6.9M
- Fair IsaacFICO112,360 shares · 0.8% of their software · price +$33.2M$131M+$23.4M
- VeriSign, Inc.VRSN609,589 shares · 0.8% of their software · price +$2.1M$126M−$3.6M
- GoDaddyGDDY1,122,846 shares · 0.8% of their software · price +$35.6M$119MNew · +$83.6M
- DescartesDSGX1,373,796 shares · 0.7% of their software · price +$14.7M$115M+$43.9M
- TwilioTWLO1,310,319 shares · 0.6% of their software · price +$22.7M$99.4MNew · +$76.7M
- OktaOKTA1,039,404 shares · 0.6% of their software · price +$9.4M$94.1M+$11.4M
- Automatic Data Processing, Inc.ADP386,121 shares · 0.6% of their software · price −$2.9M$90.0M−$275M
- ServiceNowNOW118,700 shares · 0.5% of their software · price +$17.5M$83.9M+$40.3M
- Amdocs LimitedDOX948,623 shares · 0.5% of their software · price +$3.2M$83.4M−$15.2M
- HubSpotHUBS128,204 shares · 0.5% of their software · price +$11.3M$74.4M+$11.4M
- PalantirPLTR4,324,304 shares · 0.5% of their software · price +$5.1M$74.2MNew · +$69.2M
- NutanixNTNX1,436,417 shares · 0.4% of their software · price +$18.4M$68.5M+$14.3M
- CourseraCOUR2,682,954 shares · 0.3% of their software · price +$1.8M$52.0M+$11.7M
- DynatraceDT944,174 shares · 0.3% of their software · price +$7.5M$51.6M+$5.6M
- DocuSignDOCU799,657 shares · 0.3% of their software · price +$14.0M$47.5M+$32.7M
- ZscalerZS207,185 shares · 0.3% of their software · price +$13.7M$45.9M+$29.7M
- Grab Holdings LimitedGRAB12,339,518 shares · 0.3% of their software · price −$2.1M$41.6M+$14.7M
- SamsaraIOT1,136,099 shares · 0.2% of their software · price +$9.3M$37.9M+$4.3M
- DropboxDBX1,206,818 shares · 0.2% of their software · price +$2.7M$35.6MNew · +$32.9M
- LightspeedLSPD1,600,770 shares · 0.2% of their software · price +$11.1M$33.6MNew · +$22.5M
- TeradataTDC767,222 shares · 0.2% of their software · price −$1.2M$33.4M+$628K
- LiveRamp Holdings, Inc.RAMP800,250 shares · 0.2% of their software · price +$7.2M$30.3MFlat
- BoxBOX1,162,898 shares · 0.2% of their software · price +$1.6M$29.8M−$8.8M
- ElasticESTC228,972 shares · 0.2% of their software · price +$7.2M$25.8MNew · +$18.6M
- SnowflakeSNOW122,675 shares · 0.2% of their software · price +$5.7M$24.4MNew · +$18.7M
- ZoomZM327,808 shares · 0.2% of their software · price +$646K$23.6MNew · +$22.9M
- WEX Inc.WEX119,787 shares · 0.1% of their software · price +$774K$23.3M+$8.4M
- AtlassianTEAM93,635 shares · 0.1% of their software · price +$3.4M$22.3MNew · +$18.9M
- QualysQLYS111,974 shares · 0.1% of their software · price +$4.9M$22.0M+$9.6M
- CommvaultCVLT271,265 shares · 0.1% of their software · price +$3.3M$21.7M−$4.5M
- StoneCo Ltd.STNE1,053,958 shares · 0.1% of their software · price +$7.8M$19.0M+$9.2M
- UiPathPATH712,476 shares · 0.1% of their software · price +$5.5M$17.7MNew · +$12.2M
- DoceboDCBO310,542 shares · 0.1% of their software · price +$2.4M$15.0M+$6.4M
- F5, Inc.FFIV67,720 shares · 0.1% of their software · price +$1.2M$12.1M+$10.6M
- ProgressPRGS211,228 shares · 0.1% of their software$11.5M−$7.0M
- Cellebrite DI Ltd.CLBT1,310,596 shares · 0.1% of their software · price +$1.3M$11.4M+$3.3M
- EVERTEC, Inc.EVTC258,559 shares · 0.1% of their software · price +$972K$10.6M+$2.6M
- AlkamiALKT406,456 shares · 0.1% of their software · price +$2.5M$9.9MNew · +$7.4M
- GigaCloud Technology Inc.GCT485,248 shares · 0.1% of their software · price +$4.6M$8.9M+$3.9M
- AppFolioAPPF49,660 shares · 0.1% of their software$8.6M+$7.4M
- PegasystemsPEGA174,829 shares · 0.1% of their software · price +$953K$8.5MNew · +$7.6M
- ACI WorldwideACIW261,884 shares · 0.1% of their software · price +$2.1M$8.0MNew · +$5.9M
- PagSeguro Digital Ltd.PAGS626,000 shares · 0.0% of their software · price +$2.4M$7.8MNew · +$5.4M
- Upbound Group, Inc.UPBD223,823 shares · 0.0% of their software · price +$1.0M$7.6MNew · +$6.6M
- PaycomPAYC35,951 shares · 0.0% of their software · price −$1.9M$7.4M−$17.0M
- OneSpan Inc.OSPN620,970 shares · 0.0% of their software$6.7MNew · +$6.7M
- Donnelley Financial Solutions, Inc.DFIN103,028 shares · 0.0% of their software · price +$627K$6.4M+$3.3M
- Alarm.com Holdings, Inc.ALRM93,574 shares · 0.0% of their software$6.0M+$1.3M
- 8x8EGHT1,578,523 shares · 0.0% of their software$6.0M—
- Cognyte Software Ltd.CGNT921,091 shares · 0.0% of their software · price +$1.5M$5.9MFlat
- TenableTENB118,198 shares · 0.0% of their software$5.4M−$2.2M
- VTEXVTEX760,602 shares · 0.0% of their software · price +$1.4M$5.2M+$3.0M
- NCR Atleos CorporationNATL211,917 shares · 0.0% of their software$5.1MNew · +$5.1M
- Riskified Ltd.RSKD1,085,734 shares · 0.0% of their software$5.1M+$1.6M
- Paysafe LimitedPSFE394,114 shares · 0.0% of their software$5.0M+$3.7M
- AppLovinAPP124,819 shares · 0.0% of their software$5.0MNew · +$5.0M
- NetScout Systems, Inc.NTCT219,838 shares · 0.0% of their software · price −$1.3M$4.8M+$5.1M
- Payoneer Global Inc.PAYO801,257 shares · 0.0% of their software · price −$729K$4.2MFlat
- YextYEXT694,565 shares · 0.0% of their software$4.1M−$622K
- DuolingoDUOL17,233 shares · 0.0% of their software · price +$1.1M$3.9MNew · +$2.9M
- Five9FIVN47,065 shares · 0.0% of their software · price +$677K$3.7MNew · +$3.0M
- DatadogDDOG29,992 shares · 0.0% of their software · price +$908K$3.6MNew · +$2.7M
- SPS CommerceSPSC17,762 shares · 0.0% of their software$3.4M−$633K
- Euronet Worldwide, Inc.EEFT31,712 shares · 0.0% of their software · price +$701K$3.2MNew · +$2.5M
- SS&CSSNC51,223 shares · 0.0% of their software$3.1MNew · +$2.7M
- BrazeBRZE52,762 shares · 0.0% of their software$2.8MNew · +$2.5M
- Mitek Systems, Inc.MITK201,880 shares · 0.0% of their software$2.6MNew · +$2.2M
- CCC Intelligent Solutions Holdings Inc.CCC230,193 shares · 0.0% of their software$2.6M−$1.3M
- SprinklrCXM208,959 shares · 0.0% of their software$2.5M+$2.2M
- Q2QTWO54,591 shares · 0.0% of their software · price +$608K$2.4MNew · +$1.8M
- AvePointAVPT273,562 shares · 0.0% of their software$2.2MNew · +$1.8M
- Repay Holdings CorporationRPAY258,275 shares · 0.0% of their software$2.2MNew · +$2.0M
- AsanaASAN114,177 shares · 0.0% of their software$2.2MNew · +$2.1M
- Bandwidth Inc.BAND137,316 shares · 0.0% of their software$2.0M+$1.1M
- FreshworksFRSH84,256 shares · 0.0% of their software$2.0M−$9.4M
- Rimini Street, Inc.RMNI586,213 shares · 0.0% of their software · price +$627K$1.9MNew · +$1.3M
- Ribbon Communications Inc.RBBN624,353 shares · 0.0% of their software$1.8M−$1.1M
- DoubleVerifyDV40,609 shares · 0.0% of their software$1.5MNew · +$1.1M
- Tuya Inc.TUYA623,147 shares · 0.0% of their software$1.4M+$753K
- Asure Software, Inc.ASUR147,284 shares · 0.0% of their software$1.4M−$1.3M
- VaronisVRNS30,150 shares · 0.0% of their software$1.4MNew · +$921K
- FastlyFSLY73,723 shares · 0.0% of their software$1.3M+$865K
- PDF Solutions, Inc.PDFS40,407 shares · 0.0% of their software$1.3M−$844K
- Agora, Inc.API487,253 shares · 0.0% of their software$1.3MNew · +$1.2M
- RingCentralRNG26,664 shares · 0.0% of their software$905KNew · +$790K
- VeriskVRSK3,688 shares · 0.0% of their software$881K+$516K
- DomoDOMO81,794 shares · 0.0% of their software$842KNew
- Xperi Inc.XPER72,200 shares · 0.0% of their software$796KNew · +$712K
- JFrogFROG21,417 shares · 0.0% of their software$741KNew · +$543K
- Clear Secure, Inc.YOU32,921 shares · 0.0% of their software$680KNew · +$627K
- TrimbleTRMB12,005 shares · 0.0% of their software$639KNew · +$647K
- eGain CorporationEGAN51,603 shares · 0.0% of their software$430KFlat
- MorningstarMORN1,462 shares · 0.0% of their software$418KNew · Flat
- Sabre CorporationSABR73,955 shares · 0.0% of their software$325KNew · Flat
- DHI Group, Inc.DHX121,994 shares · 0.0% of their software$316K−$519K
- ProcorePCOR4,316 shares · 0.0% of their software$299KNew · Flat
- Remitly Global, Inc.RELY13,080 shares · 0.0% of their software$254K−$6.2M
- BlackbaudBLKB2,718 shares · 0.0% of their software$236KNew · Flat
- Alight, Inc.ALIT22,243 shares · 0.0% of their software$190KNew · Flat
- N-ableNABL13,199 shares · 0.0% of their software$175KNew · Flat
- Yalla Group LimitedYALA26,585 shares · 0.0% of their software$163KNew · Flat
- ReposiTrak, Inc.TRAK12,276 shares · 0.0% of their software$123KFlat
- Zeta GlobalZETA12,716 shares · 0.0% of their software$112K−$4.8M