Generalist · Stockholm, Sweden
Nordea Investment Management Ab
Q3 2020 · compared with Q2 2020
- Software
- $7.1B
- Weight of 13F
- 13.3%
- Names
- 62
- Net bought
- −$5.9B
Filed 9 November 2020 · SEC filing.
912 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
- MicrosoftMSFT10,488,219 shares · 30.9% of their software · price +$71.5M$2.2B−$2.1B
- OracleORCL15,057,724 shares · 12.7% of their software · price +$66.7M$899M−$824M
- Check PointCHKP3,647,825 shares · 6.3% of their software · price +$47.1M$443M−$575M
- AdobeADBE829,524 shares · 5.8% of their software · price +$45.7M$409M−$356M
- Automatic Data Processing, Inc.ADP2,292,461 shares · 4.5% of their software · price −$21.5M$320M−$222M
- Fiserv, Inc.FISV2,889,305 shares · 4.2% of their software · price +$15.7M$299M+$268M
- SalesforceCRM1,173,577 shares · 4.1% of their software · price +$75.1M$293M−$207M
- CadenceCDNS1,933,712 shares · 2.9% of their software · price +$20.6M$206M−$181M
- AkamaiAKAM1,739,853 shares · 2.7% of their software · price +$6.0M$193M−$205M
- Amdocs LimitedDOX3,326,717 shares · 2.7% of their software · price −$11.5M$193M−$217M
- SynopsysSNPS826,798 shares · 2.5% of their software · price +$15.7M$176M−$117M
- Paychex, Inc.PAYX1,958,063 shares · 2.2% of their software · price +$7.9M$156M−$147M
- IntuitINTU459,748 shares · 2.1% of their software · price +$13.8M$148M−$129M
- AutodeskADSK623,416 shares · 2.1% of their software · price −$5.1M$146M−$120M
- ServiceNowNOW260,622 shares · 1.8% of their software · price +$20.8M$128M−$95.4M
- Roper Technologies, Inc.ROP301,427 shares · 1.7% of their software · price +$2.1M$121M−$91.7M
- VeriskVRSK646,107 shares · 1.7% of their software · price +$9.8M$120M−$101M
- TrimbleTRMB2,292,274 shares · 1.6% of their software · price +$12.6M$112M−$74.4M
- PTCPTC851,427 shares · 1.0% of their software · price +$4.2M$70.2M−$49.0M
- FortinetFTNT576,121 shares · 1.0% of their software · price −$11.2M$67.5M−$19.5M
- F5, Inc.FFIV410,978 shares · 0.7% of their software · price −$6.9M$51.0M−$60.1M
- Gen DigitalGEN2,053,921 shares · 0.6% of their software · price +$2.1M$42.9M−$22.5M
- WorkdayWDAY172,913 shares · 0.5% of their software · price +$4.8M$38.4M−$30.2M
- VeevaVEEV129,484 shares · 0.5% of their software · price +$6.1M$36.4M−$40.9M
- FactSetFDS101,835 shares · 0.5% of their software · price +$653K$34.3M−$28.7M
- OktaOKTA102,896 shares · 0.3% of their software · price +$1.4M$21.9M−$19.1M
- DropboxDBX953,147 shares · 0.3% of their software · price −$2.4M$18.5M−$15.1M
- ZoomZM37,618 shares · 0.3% of their software · price +$8.1M$18.0M+$7.0M
- TwilioTWLO67,517 shares · 0.2% of their software · price +$1.9M$16.7M+$12.6M
- CoStarCSGP19,222 shares · 0.2% of their software · price +$2.6M$16.6M−$7.3M
- SS&CSSNC250,804 shares · 0.2% of their software · price +$1.0M$15.4M−$13.5M
- VeriSign, Inc.VRSN41,190 shares · 0.1% of their software$8.5M−$26.2M
- WorkivaWK129,922 shares · 0.1% of their software$7.5M−$6.9M
- Palo Alto NetworksPANW28,912 shares · 0.1% of their software$7.1M−$6.8M
- QualysQLYS60,493 shares · 0.1% of their software$6.0M−$6.2M
- EVERTEC, Inc.EVTC165,292 shares · 0.1% of their software · price +$1.1M$5.8M−$4.5M
- MorningstarMORN34,095 shares · 0.1% of their software · price +$670K$5.5M−$4.7M
- NetApp, Inc.NTAP114,058 shares · 0.1% of their software$5.1M−$4.3M
- Block, Inc.XYZ30,385 shares · 0.1% of their software · price +$1.8M$5.0MFlat
- MagniteMGNI721,392 shares · 0.1% of their software$4.9MNew · +$4.8M
- Euronet Worldwide, Inc.EEFT48,635 shares · 0.1% of their software$4.4M−$4.6M
- BoxBOX248,601 shares · 0.1% of their software · price −$845K$4.3MNew · +$5.2M
- CrowdStrikeCRWD23,358 shares · 0.0% of their software · price +$865K$3.2M+$1.4M
- BroadridgeBR18,693 shares · 0.0% of their software$2.5M−$2.5M
- PaycomPAYC6,302 shares · 0.0% of their software$1.9M−$677K
- DocuSignDOCU8,381 shares · 0.0% of their software$1.8M−$990K
- Uber Technologies, Inc.UBER40,643 shares · 0.0% of their software$1.5M−$1.3M
- GoDaddyGDDY15,299 shares · 0.0% of their software$1.2M−$709K
- ShopifySHOP983 shares · 0.0% of their software$1.0MFlat
- The Trade DeskTTD1,983 shares · 0.0% of their software$1.0M−$725K
- RingCentralRNG3,474 shares · 0.0% of their software$944K−$920K
- Tyler TechnologiesTYL2,222 shares · 0.0% of their software$773KFlat
- WixWIX2,494 shares · 0.0% of their software$644KFlat
- MongoDBMDB2,539 shares · 0.0% of their software$600KFlat
- Fair IsaacFICO1,221 shares · 0.0% of their software$520K−$510K
- ZscalerZS3,582 shares · 0.0% of their software$506KNew · Flat
- SnowflakeSNOW1,642 shares · 0.0% of their software$446KNew · Flat
- DatadogDDOG4,250 shares · 0.0% of their software$390KFlat
- GuidewireGWRE3,324 shares · 0.0% of their software$353KFlat
- ElasticESTC2,800 shares · 0.0% of their software$304KNew · Flat
- Alarm.com Holdings, Inc.ALRM4,070 shares · 0.0% of their software$235K−$10.0M
- DynatraceDT5,023 shares · 0.0% of their software$207KFlat