Generalist · Stockholm, Sweden
Nordea Investment Management Ab
Q2 2020 · compared with Q1 2020
- Software
- $12.4B
- Weight of 13F
- 12.9%
- Names
- 59
- Net bought
- +$5.3B
Filed 13 August 2020 · SEC filing.
907 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
- MicrosoftMSFT20,872,802 shares · 33.6% of their software · price +$956M$4.2B+$1.7B
- OracleORCL29,962,944 shares · 13.3% of their software · price +$208M$1.7B+$755M
- Check PointCHKP8,998,814 shares · 7.7% of their software · price +$62.0M$957M+$422M
- AdobeADBE1,646,720 shares · 5.7% of their software · price +$193M$708M+$254M
- Automatic Data Processing, Inc.ADP3,784,376 shares · 4.5% of their software · price +$46.2M$557M+$277M
- SalesforceCRM2,277,592 shares · 3.4% of their software · price +$98.7M$421M+$184M
- Amdocs LimitedDOX6,898,500 shares · 3.4% of their software · price +$40.8M$418M+$205M
- AkamaiAKAM3,652,436 shares · 3.1% of their software · price +$57.0M$388M+$254M
- CadenceCDNS3,816,896 shares · 2.9% of their software · price +$114M$364M+$154M
- Paychex, Inc.PAYX3,896,368 shares · 2.3% of their software · price +$50.0M$290M+$167M
- SynopsysSNPS1,426,042 shares · 2.2% of their software · price +$94.4M$273M+$98.3M
- AutodeskADSK1,125,316 shares · 2.1% of their software · price +$93.5M$262M+$93.7M
- IntuitINTU893,754 shares · 2.1% of their software · price +$59.2M$260M+$110M
- Roper Technologies, Inc.ROP537,664 shares · 1.7% of their software · price +$41.1M$207M+$90.5M
- VeriskVRSK1,239,770 shares · 1.7% of their software · price +$38.2M$206M+$105M
- ServiceNowNOW496,244 shares · 1.6% of their software · price +$58.8M$197M+$81.2M
- TrimbleTRMB4,015,104 shares · 1.4% of their software · price +$45.6M$171M+$67.6M
- F5, Inc.FFIV841,696 shares · 0.9% of their software · price +$27.6M$117M+$6.9M
- PTCPTC1,481,388 shares · 0.9% of their software · price +$24.6M$113M+$48.1M
- FortinetFTNT717,856 shares · 0.8% of their software · price +$25.9M$97.8M+$38.3M
- VeevaVEEV304,166 shares · 0.6% of their software · price +$23.7M$71.2M+$20.4M
- Gen DigitalGEN3,186,528 shares · 0.5% of their software · price +$3.6M$63.0M+$57.1M
- WorkdayWDAY334,262 shares · 0.5% of their software · price +$19.1M$62.6M+$33.5M
- FactSetFDS189,190 shares · 0.5% of their software · price +$12.8M$62.5M+$41.3M
- OktaOKTA198,368 shares · 0.3% of their software · price +$15.5M$39.4M+$23.7M
- DropboxDBX1,648,998 shares · 0.3% of their software · price +$6.1M$35.3MNew · +$29.8M
- VeriSign, Inc.VRSN167,768 shares · 0.3% of their software · price +$4.5M$34.3M+$23.7M
- SS&CSSNC490,198 shares · 0.2% of their software · price +$6.2M$26.9M+$9.5M
- Five9FIVN240,598 shares · 0.2% of their software · price +$8.2M$26.3M+$9.2M
- CoStarCSGP29,458 shares · 0.2% of their software · price +$3.6M$20.5M+$8.9M
- WorkivaWK258,152 shares · 0.1% of their software · price +$5.5M$14.0M+$4.2M
- Fiserv, Inc.FISV141,040 shares · 0.1% of their software$13.6M+$8.4M
- Palo Alto NetworksPANW58,652 shares · 0.1% of their software · price +$3.9M$13.4M+$4.8M
- QualysQLYS119,966 shares · 0.1% of their software · price +$2.0M$12.3M+$5.2M
- Alarm.com Holdings, Inc.ALRM158,052 shares · 0.1% of their software · price +$4.1M$10.2M+$3.1M
- MorningstarMORN67,534 shares · 0.1% of their software · price +$1.7M$9.5M+$3.9M
- NetApp, Inc.NTAP211,202 shares · 0.1% of their software · price +$566K$9.4M+$4.7M
- EVERTEC, Inc.EVTC327,142 shares · 0.1% of their software · price +$1.8M$9.0M+$3.7M
- Euronet Worldwide, Inc.EEFT96,346 shares · 0.1% of their software · price +$973K$9.0M+$5.4M
- BroadridgeBR38,712 shares · 0.0% of their software · price +$1.2M$4.9MFlat
- Block, Inc.XYZ28,222 shares · 0.0% of their software · price +$1.5M$2.9M−$17.0M
- PaycomPAYC8,488 shares · 0.0% of their software · price +$914K$2.5M+$1.1M
- ZoomZM9,866 shares · 0.0% of their software · price +$1.1M$2.5MNew · +$1.4M
- Uber Technologies, Inc.UBER81,286 shares · 0.0% of their software$2.5M+$1.7M
- DocuSignDOCU14,130 shares · 0.0% of their software · price +$1.1M$2.5M+$1.0M
- TwilioTWLO10,008 shares · 0.0% of their software · price +$1.3M$2.2MFlat
- RingCentralRNG6,702 shares · 0.0% of their software$1.9M+$710K
- GoDaddyGDDY24,970 shares · 0.0% of their software$1.8M+$1.0M
- The Trade DeskTTD3,766 shares · 0.0% of their software · price +$804K$1.6MNew · +$727K
- Tyler TechnologiesTYL3,306 shares · 0.0% of their software$1.1M+$609K
- ShopifySHOP1,152 shares · 0.0% of their software · price +$613K$1.1M−$1.4M
- Fair IsaacFICO2,442 shares · 0.0% of their software$1.0M−$4.7M
- WixWIX3,530 shares · 0.0% of their software · price +$549K$886KNew · Flat
- CrowdStrikeCRWD8,900 shares · 0.0% of their software$880KNew · Flat
- DatadogDDOG7,742 shares · 0.0% of their software$658KNew · Flat
- GuidewireGWRE6,014 shares · 0.0% of their software$656KFlat
- MongoDBMDB2,400 shares · 0.0% of their software$538KNew · Flat
- Manhattan AssociatesMANH5,568 shares · 0.0% of their software$520KNew · Flat
- DynatraceDT10,046 shares · 0.0% of their software$402KNew · Flat