Generalist · Boston, MA
Arrowstreet Capital, Limited Partnership
Q1 2024 · compared with Q4 2023
- Software
- $14.3B
- Weight of 13F
- 13.2%
- Names
- 119
- Net bought
- −$2.5B
Filed 15 May 2024 · SEC filing.
1,616 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
- MicrosoftMSFT12,588,959 shares · 37.1% of their software · price +$562M$5.3B−$959M
- ShopifySHOP16,056,015 shares · 8.7% of their software · price −$11.7M$1.2B−$377M
- AdobeADBE1,470,475 shares · 5.2% of their software · price −$135M$742M−$39.5M
- OracleORCL5,759,779 shares · 5.1% of their software · price +$116M$723M−$151M
- SalesforceCRM1,573,290 shares · 3.3% of their software · price +$59.8M$474M−$270M
- CrowdStrikeCRWD1,306,794 shares · 2.9% of their software · price +$85.3M$419M+$167M
- CadenceCDNS1,302,461 shares · 2.8% of their software · price +$50.7M$405M−$102M
- GoDaddyGDDY3,393,514 shares · 2.8% of their software · price +$42.5M$403M+$241M
- IntuitINTU555,951 shares · 2.5% of their software · price +$13.9M$361M−$38.5M
- FortinetFTNT5,238,497 shares · 2.5% of their software · price +$51.2M$358M−$43.0M
- NetApp, Inc.NTAP3,382,618 shares · 2.5% of their software · price +$56.9M$355M+$60.7M
- Check PointCHKP1,526,922 shares · 1.8% of their software · price +$17.1M$250M−$128M
- Fiserv, Inc.FISV1,479,788 shares · 1.7% of their software · price +$39.9M$237M+$13.9M
- SAPSAP1,016,381 shares · 1.4% of their software · price +$41.1M$198M−$31.9M
- AkamaiAKAM1,803,634 shares · 1.4% of their software · price −$17.3M$196M−$39.6M
- AutodeskADSK745,446 shares · 1.4% of their software · price +$12.6M$194M+$20.9M
- Manhattan AssociatesMANH764,666 shares · 1.3% of their software · price +$26.7M$191M+$8.6M
- ServiceNowNOW237,646 shares · 1.3% of their software · price +$13.3M$181M+$84.0M
- NICENICE635,244 shares · 1.2% of their software · price +$38.8M$166M−$20.6M
- VeriSign, Inc.VRSN672,721 shares · 0.9% of their software · price −$11.1M$127M+$13.0M
- WixWIX901,318 shares · 0.9% of their software · price +$13.0M$124M−$34.0M
- DescartesDSGX1,245,152 shares · 0.8% of their software · price +$9.3M$114M−$10.8M
- NutanixNTNX1,827,191 shares · 0.8% of their software · price +$25.6M$113M+$18.6M
- OpenTextOTEX2,842,956 shares · 0.8% of their software · price −$9.1M$110M−$72.5M
- SynopsysSNPS142,996 shares · 0.6% of their software · price +$8.1M$81.7M−$133M
- OktaOKTA779,430 shares · 0.6% of their software · price +$11.0M$81.5M−$23.5M
- Fair IsaacFICO53,514 shares · 0.5% of their software · price +$4.6M$66.9M−$68.5M
- Amdocs LimitedDOX726,047 shares · 0.5% of their software · price +$1.8M$65.6M−$19.6M
- HubSpotHUBS104,565 shares · 0.5% of their software · price +$4.8M$65.5M−$13.7M
- WorkdayWDAY216,093 shares · 0.4% of their software · price −$715K$58.9M−$87.0M
- Joint Stock Company Kaspi.kzKSPI383,707 shares · 0.3% of their software$48.6MNew · +$49.4M
- ZscalerZS227,888 shares · 0.3% of their software · price −$6.6M$43.9M+$4.6M
- F5, Inc.FFIV226,860 shares · 0.3% of their software · price +$2.4M$43.0M+$28.5M
- WEX Inc.WEX160,328 shares · 0.3% of their software · price +$6.9M$38.1M+$7.9M
- DropboxDBX1,537,327 shares · 0.3% of their software · price −$8.0M$37.4M+$9.7M
- CommvaultCVLT357,279 shares · 0.3% of their software · price +$7.7M$36.2M+$6.9M
- StoneCo Ltd.STNE2,174,083 shares · 0.3% of their software · price −$3.1M$36.1M+$20.2M
- Grab Holdings LimitedGRAB10,611,716 shares · 0.2% of their software · price −$2.4M$33.3M−$5.8M
- QualysQLYS185,896 shares · 0.2% of their software · price −$5.5M$31.0M+$14.5M
- monday.comMNDY135,259 shares · 0.2% of their software · price +$5.1M$30.6M−$133M
- PegasystemsPEGA463,874 shares · 0.2% of their software · price +$7.3M$30.0M+$14.1M
- LiveRamp Holdings, Inc.RAMP806,588 shares · 0.2% of their software · price −$2.7M$27.8MFlat
- Upbound Group, Inc.UPBD722,588 shares · 0.2% of their software · price +$896K$25.4M+$16.9M
- PagSeguro Digital Ltd.PAGS1,490,567 shares · 0.1% of their software · price +$2.7M$21.3M+$10.8M
- CourseraCOUR1,476,475 shares · 0.1% of their software · price −$7.9M$20.7M−$23.4M
- BoxBOX622,906 shares · 0.1% of their software · price +$1.7M$17.6M−$13.8M
- Cellebrite DI Ltd.CLBT1,545,812 shares · 0.1% of their software · price +$3.7M$17.1M+$2.0M
- GigaCloud Technology Inc.GCT600,135 shares · 0.1% of their software · price +$5.1M$16.0M+$2.1M
- DoceboDCBO326,345 shares · 0.1% of their software$16.0M+$765K
- AppFolioAPPF60,471 shares · 0.1% of their software · price +$4.4M$14.9M+$1.9M
- EVERTEC, Inc.EVTC356,078 shares · 0.1% of their software$14.2M+$4.0M
- InterDigital, Inc.IDCC125,136 shares · 0.1% of their software$13.3MNew · +$13.6M
- TeradataTDC341,073 shares · 0.1% of their software · price −$1.7M$13.2M−$18.5M
- ElasticESTC124,435 shares · 0.1% of their software · price −$1.6M$12.5M−$11.8M
- AtlassianTEAM61,688 shares · 0.1% of their software · price −$2.6M$12.0M−$7.6M
- ZoomZM167,422 shares · 0.1% of their software · price −$1.1M$10.9M−$11.5M
- Donnelley Financial Solutions, Inc.DFIN164,822 shares · 0.1% of their software$10.2M+$3.9M
- Euronet Worldwide, Inc.EEFT92,282 shares · 0.1% of their software · price +$779K$10.1M+$6.1M
- DynatraceDT216,501 shares · 0.1% of their software · price −$1.8M$10.1M−$39.8M
- Clear Secure, Inc.YOU450,460 shares · 0.1% of their software$9.6M+$8.6M
- Paysafe LimitedPSFE593,063 shares · 0.1% of their software · price +$1.8M$9.4M+$2.5M
- The Trade DeskTTD97,140 shares · 0.1% of their software · price +$1.5M$8.5MNew · +$7.0M
- Cognyte Software Ltd.CGNT921,091 shares · 0.1% of their software · price +$1.7M$7.6MFlat
- AlkamiALKT293,507 shares · 0.1% of their software$7.2M−$2.7M
- Alarm.com Holdings, Inc.ALRM97,569 shares · 0.0% of their software · price +$766K$7.1MFlat
- NCR Atleos CorporationNATL352,291 shares · 0.0% of their software · price −$1.6M$7.0M+$3.4M
- UiPathPATH301,285 shares · 0.0% of their software · price −$654K$6.8M−$10.2M
- BlackbaudBLKB78,106 shares · 0.0% of their software · price −$981K$5.8M+$6.5M
- DocuSignDOCU97,052 shares · 0.0% of their software$5.8M−$41.8M
- VTEXVTEX707,334 shares · 0.0% of their software · price +$912K$5.8MFlat
- ProgressPRGS102,579 shares · 0.0% of their software$5.5M−$5.9M
- PalantirPLTR224,427 shares · 0.0% of their software · price +$1.3M$5.2M−$70.4M
- Calix, Inc.CALX149,596 shares · 0.0% of their software · price −$1.6M$5.0MNew · +$6.5M
- Remitly Global, Inc.RELY238,295 shares · 0.0% of their software$4.9M+$4.4M
- OneSpan Inc.OSPN413,023 shares · 0.0% of their software$4.8M−$2.2M
- ACI WorldwideACIW142,475 shares · 0.0% of their software$4.7M−$3.7M
- JFrogFROG103,867 shares · 0.0% of their software · price +$998K$4.6M+$2.9M
- NetScout Systems, Inc.NTCT209,006 shares · 0.0% of their software$4.6MFlat
- Riskified Ltd.RSKD827,699 shares · 0.0% of their software · price +$604K$4.5M−$1.2M
- Repay Holdings CorporationRPAY376,184 shares · 0.0% of their software · price +$925K$4.1M+$1.0M
- MorningstarMORN11,756 shares · 0.0% of their software$3.6M+$2.9M
- Roper Technologies, Inc.ROP5,893 shares · 0.0% of their software$3.3MNew · +$3.2M
- Sportradar Group AGSRAD260,088 shares · 0.0% of their software$3.0MNew · +$2.9M
- Payoneer Global Inc.PAYO622,558 shares · 0.0% of their software$3.0M−$931K
- YextYEXT501,254 shares · 0.0% of their software$3.0M−$1.1M
- Ribbon Communications Inc.RBBN809,253 shares · 0.0% of their software$2.6M+$536K
- Block, Inc.XYZ30,395 shares · 0.0% of their software$2.6MNew · +$2.4M
- TrimbleTRMB36,494 shares · 0.0% of their software$2.3M+$1.3M
- VertexVERX73,764 shares · 0.0% of their software$2.3MNew · +$2.0M
- SPS CommerceSPSC12,397 shares · 0.0% of their software$2.3M−$1.0M
- VeriskVRSK8,643 shares · 0.0% of their software$2.0M+$1.2M
- Bandwidth Inc.BAND101,859 shares · 0.0% of their software$1.9M−$513K
- Mitek Systems, Inc.MITK130,091 shares · 0.0% of their software$1.8M−$936K
- CCC Intelligent Solutions Holdings Inc.CCC131,165 shares · 0.0% of their software$1.6M−$1.1M
- Tuya Inc.TUYA838,910 shares · 0.0% of their software$1.5MFlat
- PDF Solutions, Inc.PDFS43,472 shares · 0.0% of their software$1.5MFlat
- AvePointAVPT180,001 shares · 0.0% of their software$1.4M−$768K
- N-ableNABL102,368 shares · 0.0% of their software$1.3M+$1.2M
- SamsaraIOT35,108 shares · 0.0% of their software$1.3M−$36.8M
- MagniteMGNI120,577 shares · 0.0% of their software$1.3MNew · +$1.1M
- Yalla Group LimitedYALA259,181 shares · 0.0% of their software$1.2M+$1.4M
- PaymentusPAY54,087 shares · 0.0% of their software$1.2MNew · +$967K
- Xperi Inc.XPER97,023 shares · 0.0% of their software$1.2MFlat
- Diebold Nixdorf, IncorporatedDBD33,058 shares · 0.0% of their software$1.1MNew · +$957K
- Adeia Inc.ADEA95,950 shares · 0.0% of their software$1.0MNew · +$1.2M
- FreshworksFRSH51,252 shares · 0.0% of their software$933K−$775K
- Rimini Street, Inc.RMNI286,017 shares · 0.0% of their software$932K−$982K
- PowerFleet, Inc.AIOT168,783 shares · 0.0% of their software$901KNew · +$577K
- Agora, Inc.API309,266 shares · 0.0% of their software$776KFlat
- ReposiTrak, Inc.TRAK37,338 shares · 0.0% of their software$592KFlat
- EverCommerceEVCM53,610 shares · 0.0% of their software$505KNew · +$591K
- International Money Express, Inc.IMXI21,832 shares · 0.0% of their software$498KNew · Flat
- A10 Networks, Inc.ATEN29,887 shares · 0.0% of their software$409KNew · Flat
- eGain CorporationEGAN51,603 shares · 0.0% of their software$333KFlat
- Grindr Inc.GRND32,726 shares · 0.0% of their software$332KNew · Flat
- DHI Group, Inc.DHX121,994 shares · 0.0% of their software$311KFlat
- Consensus Cloud Solutions, Inc.CCSI17,038 shares · 0.0% of their software$270KNew · Flat
- BackblazeBLZE14,763 shares · 0.0% of their software$151KNew · Flat
- Asure Software, Inc.ASUR13,959 shares · 0.0% of their software$109K−$1.3M