Generalist · Boston, MA
Arrowstreet Capital, Limited Partnership
Q3 2024 · compared with Q2 2024
- Software
- $16.0B
- Weight of 13F
- 13.7%
- Names
- 125
- Net bought
- +$2.3B
Filed 14 November 2024 · SEC filing.
1,714 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
- MicrosoftMSFT18,602,178 shares · 49.9% of their software · price −$310M$8.0B+$1.6B
- OracleORCL5,688,163 shares · 6.0% of their software · price +$166M$969M+$149M
- ShopifySHOP9,170,717 shares · 4.6% of their software · price +$129M$735M+$47.6M
- AdobeADBE1,155,555 shares · 3.7% of their software · price −$43.6M$598MFlat
- GoDaddyGDDY3,428,268 shares · 3.4% of their software · price +$58.5M$537M+$20.5M
- NetApp, Inc.NTAP3,569,326 shares · 2.7% of their software · price −$18.9M$441M−$79.5M
- IntuitINTU707,320 shares · 2.7% of their software · price −$25.6M$439M+$81.4M
- FortinetFTNT5,470,442 shares · 2.6% of their software · price +$94.5M$424M+$101M
- AutodeskADSK1,204,459 shares · 2.1% of their software · price +$33.8M$332M+$71.0M
- Fiserv, Inc.FISV1,620,862 shares · 1.8% of their software · price +$49.6M$291M+$30.6M
- VeriSign, Inc.VRSN1,167,926 shares · 1.4% of their software · price +$14.2M$222M+$66.7M
- WixWIX1,009,208 shares · 1.1% of their software · price +$8.2M$169MFlat
- Check PointCHKP803,735 shares · 1.0% of their software · price +$22.4M$155M−$32.7M
- Manhattan AssociatesMANH462,953 shares · 0.8% of their software · price +$16.1M$130M+$14.8M
- AkamaiAKAM1,138,848 shares · 0.7% of their software · price +$12.4M$115MFlat
- OpenTextOTEX3,408,126 shares · 0.7% of their software · price +$11.0M$113M+$71.5M
- monday.comMNDY403,728 shares · 0.7% of their software · price +$14.9M$112M+$59.1M
- ServiceNowNOW118,453 shares · 0.7% of their software · price +$12.8M$106M−$23.5M
- CommvaultCVLT627,913 shares · 0.6% of their software · price +$20.3M$96.6M+$8.8M
- GuidewireGWRE527,516 shares · 0.6% of their software · price +$23.8M$96.5MNew · +$72.7M
- DropboxDBX3,783,977 shares · 0.6% of their software · price +$11.2M$96.2M+$35.8M
- SamsaraIOT1,995,774 shares · 0.6% of their software · price +$28.8M$96.0MNew · +$67.3M
- CadenceCDNS345,797 shares · 0.6% of their software · price −$12.7M$93.7M−$134M
- Uber Technologies, Inc.UBER1,074,835 shares · 0.5% of their software · price +$2.7M$80.8M+$30.6M
- ACI WorldwideACIW1,555,415 shares · 0.5% of their software · price +$17.6M$79.2M+$53.1M
- SAPSAP284,258 shares · 0.5% of their software · price +$7.8M$72.5M−$33.1M
- AppLovinAPP519,263 shares · 0.4% of their software · price +$24.6M$67.8M+$16.2M
- Fair IsaacFICO33,949 shares · 0.4% of their software · price +$15.4M$66.0MNew · +$50.5M
- NutanixNTNX1,038,738 shares · 0.4% of their software · price +$2.5M$61.5M+$24.7M
- ZscalerZS351,089 shares · 0.4% of their software · price −$7.5M$60.0M−$8.5M
- OktaOKTA801,049 shares · 0.4% of their software · price −$15.4M$59.5M+$12.9M
- DescartesDSGX559,529 shares · 0.4% of their software · price +$3.4M$57.6M−$5.1M
- Zeta GlobalZETA1,884,302 shares · 0.4% of their software · price +$23.0M$56.2MNew · +$33.3M
- Amdocs LimitedDOX636,304 shares · 0.3% of their software · price +$5.4M$55.7M+$11.3M
- BoxBOX1,661,173 shares · 0.3% of their software · price +$10.4M$54.4MNew · +$43.9M
- SalesforceCRM192,368 shares · 0.3% of their software · price +$3.2M$52.7M−$139M
- DigitalOceanDOCN1,153,980 shares · 0.3% of their software · price +$6.5M$46.6MNew · +$40.1M
- DocuSignDOCU715,672 shares · 0.3% of their software · price +$6.1M$44.4MNew · +$38.3M
- Clear Secure, Inc.YOU1,303,050 shares · 0.3% of their software · price +$18.8M$43.2M+$23.0M
- BILLBILL757,584 shares · 0.2% of their software$40.0MNew · +$39.9M
- DatadogDDOG295,598 shares · 0.2% of their software · price −$4.3M$34.0M+$33.1M
- Automatic Data Processing, Inc.ADP118,560 shares · 0.2% of their software · price +$4.5M$32.8M+$25.7M
- NICENICE699,742 shares · 0.2% of their software · Implied price is far from the quarter-end close$32.7M—
- AlkamiALKT986,435 shares · 0.2% of their software · price +$3.0M$31.1M+$18.3M
- Gen DigitalGEN1,029,371 shares · 0.2% of their software · price +$2.5M$28.2M+$12.9M
- Upbound Group, Inc.UPBD846,082 shares · 0.2% of their software · price +$1.1M$27.1M+$14.9M
- TwilioTWLO398,530 shares · 0.2% of their software · price +$3.4M$26.0M+$19.1M
- TrimbleTRMB393,265 shares · 0.2% of their software · price +$2.4M$24.4M+$15.4M
- WorkdayWDAY99,384 shares · 0.2% of their software · price +$2.1M$24.3M+$1.9M
- Cellebrite DI Ltd.CLBT1,303,990 shares · 0.1% of their software · price +$6.4M$22.0M+$7.6M
- LiveRamp Holdings, Inc.RAMP753,562 shares · 0.1% of their software · price −$4.6M$18.7M+$3.3M
- AppFolioAPPF71,352 shares · 0.1% of their software · price −$654K$16.8M+$12.2M
- VaronisVRNS287,974 shares · 0.1% of their software · price +$2.5M$16.3MNew · +$13.8M
- Block, Inc.XYZ229,439 shares · 0.1% of their software · price +$606K$15.4M−$747K
- ZoomZM218,298 shares · 0.1% of their software · price +$2.3M$15.2M+$3.9M
- SPS CommerceSPSC76,656 shares · 0.1% of their software$14.9M+$12.3M
- Paysafe LimitedPSFE602,487 shares · 0.1% of their software · price +$2.9M$13.5MFlat
- F5, Inc.FFIV60,903 shares · 0.1% of their software · price +$2.9M$13.4M+$3.7M
- DoceboDCBO300,681 shares · 0.1% of their software · price +$1.7M$13.3MFlat
- Sportradar Group AGSRAD950,602 shares · 0.1% of their software · price +$884K$11.5M+$6.9M
- Euronet Worldwide, Inc.EEFT111,242 shares · 0.1% of their software$11.0M+$4.2M
- Alarm.com Holdings, Inc.ALRM181,607 shares · 0.1% of their software · price −$1.6M$9.9M+$3.8M
- OneSpan Inc.OSPN587,194 shares · 0.1% of their software · price +$2.3M$9.8M+$3.8M
- Radware Ltd.RDWR410,199 shares · 0.1% of their software · price +$1.7M$9.1M+$5.7M
- RingCentralRNG281,004 shares · 0.1% of their software · price +$964K$8.9MNew · +$7.9M
- Payoneer Global Inc.PAYO1,156,866 shares · 0.1% of their software · price +$2.3M$8.7M+$2.0M
- MorningstarMORN26,690 shares · 0.1% of their software · price +$621K$8.5M+$3.4M
- DoximityDOCS186,782 shares · 0.1% of their software · price +$2.9M$8.1MNew · +$5.2M
- Tyler TechnologiesTYL13,237 shares · 0.0% of their software · price +$1.1M$7.7MNew · +$6.7M
- PegasystemsPEGA105,709 shares · 0.0% of their software · price +$1.3M$7.7M+$2.7M
- Q2QTWO89,566 shares · 0.0% of their software · price +$1.7M$7.1MNew · +$5.4M
- SemrushSEMR442,645 shares · 0.0% of their software$7.0M—
- Intapp, Inc.INTA141,919 shares · 0.0% of their software · price +$1.6M$6.8MNew · +$5.2M
- Xperi Inc.XPER733,172 shares · 0.0% of their software · price +$755K$6.8M+$4.3M
- Donnelley Financial Solutions, Inc.DFIN86,288 shares · 0.0% of their software · price +$536K$5.7M−$1.2M
- SnowflakeSNOW48,950 shares · 0.0% of their software · price −$990K$5.6M−$3.8M
- PaylocityPCTY33,050 shares · 0.0% of their software · price +$1.1M$5.5MNew · +$4.4M
- PaycomPAYC32,064 shares · 0.0% of their software · price +$754K$5.3MNew · +$4.6M
- QualysQLYS39,193 shares · 0.0% of their software · price −$554K$5.0M−$8.0M
- SS&CSSNC66,623 shares · 0.0% of their software · price +$769K$4.9MNew · +$4.2M
- AvePointAVPT402,145 shares · 0.0% of their software · price +$543K$4.7MNew · +$4.2M
- YextYEXT676,241 shares · 0.0% of their software · price +$1.1M$4.7MNew · +$3.6M
- Consensus Cloud Solutions, Inc.CCSI197,751 shares · 0.0% of their software · price +$1.3M$4.7M+$912K
- Cognyte Software Ltd.CGNT662,074 shares · 0.0% of their software · price −$563K$4.5M−$681K
- CrowdStrikeCRWD15,563 shares · 0.0% of their software · price −$1.6M$4.4M−$327M
- ProgressPRGS63,558 shares · 0.0% of their software · price +$833K$4.3MNew · +$3.4M
- CloudflareNET52,833 shares · 0.0% of their software$4.3MNew · +$4.4M
- Grindr Inc.GRND321,145 shares · 0.0% of their software$3.8M+$2.5M
- N-ableNABL291,487 shares · 0.0% of their software · price −$633K$3.8M+$3.4M
- Daily Journal CorporationDJCO6,867 shares · 0.0% of their software · price +$657K$3.4MNew · +$2.7M
- Bandwidth Inc.BAND151,844 shares · 0.0% of their software$2.7M+$918K
- TeradataTDC86,944 shares · 0.0% of their software$2.6M+$2.6M
- Grab Holdings LimitedGRAB656,491 shares · 0.0% of their software$2.5M−$9.3M
- Riskified Ltd.RSKD500,183 shares · 0.0% of their software · price −$830K$2.4M−$798K
- Sabre CorporationSABR629,410 shares · 0.0% of their software · price +$629K$2.3MNew · +$1.7M
- Ribbon Communications Inc.RBBN690,070 shares · 0.0% of their software$2.2MFlat
- VertexVERX55,350 shares · 0.0% of their software$2.1MNew · +$2.0M
- Rubrik, Inc.RBRK62,756 shares · 0.0% of their software$2.0MNew · +$1.9M
- Agilysys, Inc.AGYS18,340 shares · 0.0% of their software$2.0MNew · +$1.9M
- Red Violet, Inc.RDVT66,427 shares · 0.0% of their software$1.9MNew · +$1.7M
- PaymentusPAY86,699 shares · 0.0% of their software$1.7M+$854K
- EVERTEC, Inc.EVTC36,761 shares · 0.0% of their software$1.2M−$3.8M
- Expensify, Inc.EXFY566,656 shares · 0.0% of their software$1.1MNew · +$844K
- Materialise NVMTLS179,727 shares · 0.0% of their software$1.1MNew · +$900K
- SimilarwebSMWB120,999 shares · 0.0% of their software$1.1MNew · +$940K
- Viant Technology Inc.DSP90,174 shares · 0.0% of their software$998KNew · +$890K
- ElasticESTC12,258 shares · 0.0% of their software$941K−$13.2M
- A10 Networks, Inc.ATEN62,005 shares · 0.0% of their software$895KNew · +$859K
- CoStarCSGP11,278 shares · 0.0% of their software$851KNew · +$836K
- Ooma, Inc.OOMA65,771 shares · 0.0% of their software$749KNew · +$653K
- EverCommerceEVCM72,226 shares · 0.0% of their software$748K+$620K
- Digital TurbineAPPS211,879 shares · 0.0% of their software$650KNew · Flat
- eGain CorporationEGAN119,138 shares · 0.0% of their software$608KFlat
- WaystarWAY18,799 shares · 0.0% of their software$524KNew · Flat
- CCC Intelligent Solutions Holdings Inc.CCC45,627 shares · 0.0% of their software$504K−$3.6M
- Paysign, Inc.PAYS103,966 shares · 0.0% of their software$382KFlat
- Life360, Inc.LIF8,550 shares · 0.0% of their software$336KNew · Flat
- DHI Group, Inc.DHX153,292 shares · 0.0% of their software$282KFlat
- PTCPTC1,259 shares · 0.0% of their software$227KNew · Flat
- LightspeedLSPD11,252 shares · 0.0% of their software$186K−$8.6M
- Adeia Inc.ADEA14,774 shares · 0.0% of their software$176KNew · Flat
- Yalla Group LimitedYALA140,873 shares · 0.0% of their software · Implied price is far from the quarter-end close$174K—
- Joint Stock Company Kaspi.kzKSPI361,564 shares · 0.0% of their software · Implied price is far from the quarter-end close$80KFlat
- Tuya Inc.TUYA359,163 shares · 0.0% of their software · Implied price is far from the quarter-end close$76K—
- Sangoma Technologies CorporationSANG11,241 shares · 0.0% of their software$62KNew · Flat