Generalist · Stockholm, Sweden
Nordea Investment Management Ab
Q1 2018 · compared with Q4 2017
- Software
- $1.8B
- Weight of 13F
- 4.3%
- Names
- 35
- Net bought
- +$42.8M
Filed 14 May 2018 · SEC filing.
1,069 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 202694 names$11.5B−$618M
- Q1 202691 names$11.0B−$985M
- Q4 202596 names$15.3B+$2.9B
- Q3 202595 names$17.1B−$334M
- Q2 202592 names$17.7B+$529M
- Q1 202591 names$14.1B+$1.1B
- Q4 202489 names$14.7B+$1.2B
- Q3 202486 names$13.2B+$402M
- Q2 202486 names$12.8B+$384M
- Q1 202488 names$12.1B−$184M
- Q4 202385 names$11.4B−$472M
- Q3 202384 names$10.5B−$270M
- Q2 202382 names$11.1B−$509M
- Q1 202379 names$10.1B+$60.5M
- Q4 202276 names$8.8B+$670M
- Q3 202280 names$7.9B−$253M
- Q2 202278 names$8.5B+$1.4B
- Q1 202276 names$9.9B+$132M
- Q4 202179 names$10.6B−$9.4B
- Q3 202174 names$19.3B+$9.0B
- Q2 202175 names$9.5B+$71.0M
- Q1 202169 names$8.6B−$55.6M
- Q4 202064 names$8.5B+$585M
- Q3 202062 names$7.1B−$5.9B
- Q2 202059 names$12.4B+$5.3B
- Q1 202054 names$4.8B+$420M
- Q4 201952 names$4.8B+$349M
- Q3 201947 names$4.1B+$603M
- Q2 201948 names$3.6B−$27.3M
- Q1 201948 names$3.4B+$156M
- Q4 201841 names$2.7B+$366M
- Q3 201843 names$2.8B+$169M
- Q2 201837 names$2.2B+$324M
- Q1 201835 names$1.8B+$42.8M
- Q4 201733 names$1.7B+$44.5M
- Q3 201731 names$1.6B+$82.2M
- Q2 201731 names$1.4B+$27.4M
- Q1 201732 names$1.3B−$85.8M
- Q4 201634 names$1.3B+$2.6M
- Q3 201633 names$1.2B+$90.1M
- Q2 201633 names$1.1B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- OracleORCL16,364,641 shares · 41.7% of their software · price −$25.0M$749M+$8.4M
- MicrosoftMSFT7,801,983 shares · 39.7% of their software · price +$44.7M$712M+$8.6M
- AdobeADBE448,675 shares · 5.4% of their software · price +$18.3M$97.0M+$2.7M
- AutodeskADSK242,331 shares · 1.7% of their software · price +$5.0M$30.4M+$15.0M
- VeriSign, Inc.VRSN225,935 shares · 1.5% of their software · price +$931K$26.8M−$509K
- Roper Technologies, Inc.ROP94,626 shares · 1.5% of their software · price +$2.1M$26.6M+$5.1M
- Manhattan AssociatesMANH572,701 shares · 1.3% of their software · price −$4.4M$24.0M−$8.1M
- Fiserv, Inc.FISV333,336 shares · 1.3% of their software · price −$19.9M$23.8MSplit
- ServiceNowNOW86,300 shares · 0.8% of their software · price +$3.0M$14.3M+$3.0M
- Sabre CorporationSABR579,371 shares · 0.7% of their software · price +$550K$12.4M−$1.6M
- VeevaVEEV143,545 shares · 0.6% of their software · price +$2.5M$10.5MFlat
- IntuitINTU59,915 shares · 0.6% of their software · price +$933K$10.4MFlat
- SalesforceCRM66,061 shares · 0.4% of their software · price +$929K$7.7MFlat
- VeriskVRSK58,190 shares · 0.3% of their software$6.1M+$1.8M
- Automatic Data Processing, Inc.ADP48,411 shares · 0.3% of their software$5.5MFlat
- Tyler TechnologiesTYL24,689 shares · 0.3% of their software · price +$837K$5.2M+$2.0M
- FactSetFDS24,556 shares · 0.3% of their software$4.9M−$609K
- NetApp, Inc.NTAP62,246 shares · 0.2% of their software$3.8MFlat
- NutanixNTNX74,818 shares · 0.2% of their software · price +$1.0M$3.7MNew · +$2.6M
- PaylocityPCTY60,930 shares · 0.2% of their software$3.1MFlat
- Five9FIVN92,020 shares · 0.2% of their software$2.7MNew · +$2.3M
- HubSpotHUBS25,252 shares · 0.2% of their software · price +$503K$2.7MFlat
- F5, Inc.FFIV16,317 shares · 0.1% of their software$2.4M+$1.7M
- Paychex, Inc.PAYX36,552 shares · 0.1% of their software$2.3MFlat
- AkamaiAKAM19,143 shares · 0.1% of their software$1.4MFlat
- SynopsysSNPS15,743 shares · 0.1% of their software$1.3MFlat
- CadenceCDNS16,081 shares · 0.0% of their software$591KFlat
- BroadridgeBR4,973 shares · 0.0% of their software$545KFlat
- Palo Alto NetworksPANW2,607 shares · 0.0% of their software$473KFlat
- WorkdayWDAY3,598 shares · 0.0% of their software$457KFlat
- Block, Inc.XYZ8,192 shares · 0.0% of their software$403KFlat
- SS&CSSNC6,802 shares · 0.0% of their software$365KFlat
- TrimbleTRMB10,180 shares · 0.0% of their software$365KFlat
- CoStarCSGP974 shares · 0.0% of their software$353KFlat
- FortinetFTNT3,865 shares · 0.0% of their software$207KFlat