Generalist · Boston, MA
Arrowstreet Capital, Limited Partnership
Q2 2024 · compared with Q1 2024
- Software
- $13.3B
- Weight of 13F
- 11.7%
- Names
- 95
- Net bought
- −$1.5B
Filed 14 August 2024 · SEC filing.
1,476 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
- MicrosoftMSFT14,985,426 shares · 50.4% of their software · price +$393M$6.7B+$1.0B
- OracleORCL4,632,549 shares · 4.9% of their software · price +$72.2M$654M−$142M
- AdobeADBE1,164,368 shares · 4.9% of their software · price +$59.3M$647M−$154M
- ShopifySHOP8,450,212 shares · 4.2% of their software · price −$94.0M$558M−$587M
- NetApp, Inc.NTAP4,186,264 shares · 4.1% of their software · price +$99.8M$539M+$84.4M
- GoDaddyGDDY3,281,503 shares · 3.4% of their software · price +$69.0M$458M−$13.3M
- IntuitINTU583,432 shares · 2.9% of their software · price +$4.2M$383M+$17.9M
- CrowdStrikeCRWD867,695 shares · 2.5% of their software · price +$54.3M$332M−$141M
- CadenceCDNS781,933 shares · 1.8% of their software · price −$2.8M$241M−$162M
- FortinetFTNT3,795,175 shares · 1.7% of their software · price −$30.5M$229M−$98.6M
- AutodeskADSK917,648 shares · 1.7% of their software · price −$11.9M$227M+$44.8M
- Fiserv, Inc.FISV1,415,226 shares · 1.6% of their software · price −$15.3M$211M−$10.3M
- SalesforceCRM731,526 shares · 1.4% of their software · price −$32.2M$188M−$254M
- Check PointCHKP1,002,048 shares · 1.2% of their software · price +$992K$165M−$86.1M
- WixWIX1,018,570 shares · 1.2% of their software · price +$22.0M$162M+$16.1M
- VeriSign, Inc.VRSN792,742 shares · 1.1% of their software · price −$9.3M$141M+$22.7M
- ServiceNowNOW148,361 shares · 0.9% of their software · price +$3.6M$117M−$68.1M
- AkamaiAKAM1,137,905 shares · 0.8% of their software · price −$21.3M$103M−$72.4M
- Manhattan AssociatesMANH402,791 shares · 0.7% of their software · price −$1.4M$99.4M−$90.6M
- NICENICE571,407 shares · 0.7% of their software · price −$50.7M$98.3M−$16.6M
- SAPSAP448,289 shares · 0.7% of their software · price +$3.0M$90.4M−$111M
- ZscalerZS395,262 shares · 0.6% of their software$76.0M+$32.2M
- CommvaultCVLT555,591 shares · 0.5% of their software · price +$11.2M$67.5M+$20.1M
- OktaOKTA663,082 shares · 0.5% of their software · price −$7.3M$62.1M−$12.2M
- DescartesDSGX611,830 shares · 0.4% of their software · price +$3.2M$59.3M−$58.0M
- DropboxDBX2,190,817 shares · 0.4% of their software · price −$4.0M$49.2M+$15.9M
- Uber Technologies, Inc.UBER653,406 shares · 0.4% of their software · price −$2.8M$47.5MNew · +$50.3M
- Joint Stock Company Kaspi.kzKSPI361,564 shares · 0.4% of their software$46.6M−$2.8M
- Amdocs LimitedDOX492,741 shares · 0.3% of their software · price −$5.6M$38.9M−$21.1M
- monday.comMNDY158,406 shares · 0.3% of their software · price +$2.4M$38.1M+$5.2M
- NutanixNTNX604,102 shares · 0.3% of their software · price −$2.9M$34.3M−$75.5M
- OpenTextOTEX1,027,720 shares · 0.2% of their software · price −$9.0M$30.9M−$70.5M
- AppLovinAPP324,162 shares · 0.2% of their software · price +$4.5M$27.0MNew · +$22.4M
- WorkdayWDAY91,015 shares · 0.2% of their software · price −$4.5M$20.3M−$34.1M
- LiveRamp Holdings, Inc.RAMP645,749 shares · 0.2% of their software · price −$2.3M$20.0M−$5.5M
- PagSeguro Digital Ltd.PAGS1,662,403 shares · 0.1% of their software · price −$4.3M$19.4M+$2.5M
- HubSpotHUBS26,828 shares · 0.1% of their software · price −$986K$15.8M−$48.7M
- Block, Inc.XYZ241,016 shares · 0.1% of their software · price −$4.8M$15.5M+$17.8M
- ElasticESTC128,473 shares · 0.1% of their software · price +$1.8M$14.6MFlat
- QualysQLYS95,555 shares · 0.1% of their software · price −$2.3M$13.6M−$15.1M
- WEX Inc.WEX74,269 shares · 0.1% of their software · price −$4.5M$13.2M−$20.4M
- Gen DigitalGEN512,201 shares · 0.1% of their software · price +$1.3M$12.8MNew · +$11.5M
- Grab Holdings LimitedGRAB3,282,615 shares · 0.1% of their software · price +$1.3M$11.7M−$23.0M
- DoceboDCBO295,203 shares · 0.1% of their software · price −$3.1M$11.4M−$1.5M
- Upbound Group, Inc.UPBD360,660 shares · 0.1% of their software · price −$1.6M$11.1M−$12.7M
- Paysafe LimitedPSFE597,477 shares · 0.1% of their software · price +$1.1M$10.6MFlat
- SnowflakeSNOW77,204 shares · 0.1% of their software · price −$2.0M$10.4MNew · +$12.5M
- AtlassianTEAM57,346 shares · 0.1% of their software · price −$1.0M$10.1M−$847K
- AlkamiALKT343,366 shares · 0.1% of their software · price +$1.3M$9.8M+$1.2M
- ZoomZM152,640 shares · 0.1% of their software · price −$943K$9.0M−$966K
- LightspeedLSPD642,175 shares · 0.1% of their software$8.8MNew · +$9.0M
- ACI WorldwideACIW212,912 shares · 0.1% of their software · price +$1.4M$8.4M+$2.3M
- Cellebrite DI Ltd.CLBT666,188 shares · 0.1% of their software · price +$580K$8.0M−$9.7M
- Alarm.com Holdings, Inc.ALRM121,932 shares · 0.1% of their software · price −$1.1M$7.7M+$1.8M
- Euronet Worldwide, Inc.EEFT70,825 shares · 0.1% of their software$7.3M−$2.4M
- F5, Inc.FFIV39,503 shares · 0.1% of their software · price −$686K$6.8M−$35.5M
- TrimbleTRMB117,687 shares · 0.0% of their software · price −$993K$6.6M+$5.2M
- Donnelley Financial Solutions, Inc.DFIN107,086 shares · 0.0% of their software$6.4M−$3.6M
- Cognyte Software Ltd.CGNT751,158 shares · 0.0% of their software$5.7M−$1.4M
- AppFolioAPPF21,533 shares · 0.0% of their software$5.3M−$9.6M
- DatadogDDOG40,196 shares · 0.0% of their software$5.2MNew · +$5.0M
- EVERTEC, Inc.EVTC150,532 shares · 0.0% of their software · price −$1.0M$5.0M−$8.2M
- MorningstarMORN15,233 shares · 0.0% of their software$4.5M+$1.1M
- Payoneer Global Inc.PAYO796,300 shares · 0.0% of their software · price +$541K$4.4M+$844K
- VTEXVTEX565,638 shares · 0.0% of their software · price −$515K$4.1M−$1.2M
- CCC Intelligent Solutions Holdings Inc.CCC365,961 shares · 0.0% of their software$4.1M+$2.8M
- Riskified Ltd.RSKD625,140 shares · 0.0% of their software · price +$613K$4.0M−$1.1M
- Sportradar Group AGSRAD337,195 shares · 0.0% of their software$3.8M+$898K
- OneSpan Inc.OSPN291,051 shares · 0.0% of their software$3.7M−$1.4M
- PegasystemsPEGA60,603 shares · 0.0% of their software$3.7M−$26.1M
- TwilioTWLO61,596 shares · 0.0% of their software$3.5MNew · +$3.8M
- Automatic Data Processing, Inc.ADP10,899 shares · 0.0% of their software$2.6MNew · +$2.7M
- Consensus Cloud Solutions, Inc.CCSI144,664 shares · 0.0% of their software$2.5M+$2.0M
- ProcorePCOR36,113 shares · 0.0% of their software · price −$573K$2.4MNew · +$3.0M
- Ribbon Communications Inc.RBBN725,273 shares · 0.0% of their software$2.4MFlat
- Calix, Inc.CALX64,623 shares · 0.0% of their software$2.3M−$2.8M
- SPS CommerceSPSC11,021 shares · 0.0% of their software$2.1MFlat
- Radware Ltd.RDWR98,230 shares · 0.0% of their software$1.8MNew · +$1.8M
- Xperi Inc.XPER206,783 shares · 0.0% of their software · price −$796K$1.7M+$1.3M
- Roper Technologies, Inc.ROP2,960 shares · 0.0% of their software$1.7M−$1.6M
- Bandwidth Inc.BAND97,476 shares · 0.0% of their software$1.6MFlat
- Grindr Inc.GRND113,417 shares · 0.0% of their software$1.4M+$817K
- Clear Secure, Inc.YOU74,062 shares · 0.0% of their software$1.4M−$8.0M
- VeriskVRSK4,955 shares · 0.0% of their software$1.3M−$869K
- N-ableNABL65,742 shares · 0.0% of their software$1.0MFlat
- Yalla Group LimitedYALA212,235 shares · 0.0% of their software$966KFlat
- JFrogFROG24,491 shares · 0.0% of their software$920K−$3.5M
- PaymentusPAY41,761 shares · 0.0% of their software$793KFlat
- SemrushSEMR58,474 shares · 0.0% of their software$783KNew
- TeradataTDC11,706 shares · 0.0% of their software$405K−$12.7M
- eGain CorporationEGAN63,311 shares · 0.0% of their software$399KFlat
- DHI Group, Inc.DHX153,292 shares · 0.0% of their software$320KFlat
- Paysign, Inc.PAYS70,321 shares · 0.0% of their software$303KNew · Flat
- Tuya Inc.TUYA161,930 shares · 0.0% of their software$277K−$1.2M
- EverCommerceEVCM15,767 shares · 0.0% of their software$173KFlat