Generalist · Stockholm, Sweden
Nordea Investment Management Ab
Q1 2021 · compared with Q4 2020
- Software
- $8.6B
- Weight of 13F
- 12.4%
- Names
- 69
- Net bought
- −$55.6M
Filed 17 May 2021 · SEC filing.
967 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
- MicrosoftMSFT10,848,846 shares · 29.6% of their software · price +$145M$2.5BFlat
- OracleORCL12,200,797 shares · 10.0% of their software · price +$66.9M$857M−$181M
- AkamaiAKAM4,803,604 shares · 5.7% of their software · price −$14.8M$491M+$178M
- Fiserv, Inc.FISV3,616,943 shares · 5.1% of their software · price +$18.7M$434M−$33.5M
- AdobeADBE823,763 shares · 4.6% of their software · price −$20.4M$392M−$11.6M
- Automatic Data Processing, Inc.ADP1,974,093 shares · 4.3% of their software · price +$24.2M$370M−$26.1M
- SynopsysSNPS1,248,943 shares · 3.6% of their software · price −$14.3M$308M+$52.8M
- SalesforceCRM1,441,633 shares · 3.6% of their software · price −$15.4M$305M+$43.2M
- AutodeskADSK948,814 shares · 3.1% of their software · price −$26.7M$263M+$43.0M
- TrimbleTRMB3,385,371 shares · 3.1% of their software · price +$37.3M$261M+$26.1M
- Amdocs LimitedDOX3,129,073 shares · 2.8% of their software · price −$2.4M$238M−$7.1M
- CadenceCDNS1,725,858 shares · 2.7% of their software · price +$966K$234M−$13.2M
- Check PointCHKP2,050,599 shares · 2.7% of their software · price −$42.9M$232M−$192M
- Roper Technologies, Inc.ROP468,336 shares · 2.2% of their software · price −$13.0M$189M+$32.6M
- ServiceNowNOW330,551 shares · 1.9% of their software · price −$16.6M$165M+$30.9M
- Paychex, Inc.PAYX1,563,931 shares · 1.8% of their software · price +$7.6M$154M−$25.0M
- VeriskVRSK862,383 shares · 1.8% of their software · price −$26.6M$152M+$62.2M
- FortinetFTNT688,657 shares · 1.5% of their software · price +$24.7M$126M+$1.4M
- IntuitINTU328,765 shares · 1.5% of their software · price +$1.1M$126M−$2.2M
- F5, Inc.FFIV423,256 shares · 1.0% of their software · price +$13.8M$88.4M+$6.6M
- WorkdayWDAY288,533 shares · 0.8% of their software · price +$2.5M$71.8M+$3.1M
- Kingsoft Cloud Holdings LimitedKC1,661,684 shares · 0.8% of their software · price −$7.0M$67.1MNew · +$72.4M
- Gen DigitalGEN2,490,434 shares · 0.6% of their software · price +$1.2M$52.5M−$2.4M
- Block, Inc.XYZ228,077 shares · 0.6% of their software · price +$2.1M$51.3M−$795K
- DropboxDBX1,639,010 shares · 0.5% of their software · price +$7.3M$43.4MFlat
- TwilioTWLO126,028 shares · 0.5% of their software$42.9M+$1.7M
- VeevaVEEV150,672 shares · 0.5% of their software · price −$1.7M$38.6M+$904K
- FactSetFDS109,016 shares · 0.4% of their software · price −$2.6M$34.1M+$1.4M
- ZoomZM96,653 shares · 0.4% of their software · price −$1.5M$31.0M+$4.6M
- OktaOKTA127,335 shares · 0.3% of their software · price −$4.3M$27.9M+$3.1M
- DocuSignDOCU135,639 shares · 0.3% of their software · price −$2.7M$27.4M+$1.4M
- SS&CSSNC237,442 shares · 0.2% of their software · price −$684K$16.2M−$1.8M
- CoStarCSGP17,395 shares · 0.2% of their software · price −$1.8M$14.1M−$4.1M
- CrowdStrikeCRWD62,631 shares · 0.1% of their software · price −$1.8M$11.5M+$1.5M
- WorkivaWK128,002 shares · 0.1% of their software$11.1MFlat
- NetApp, Inc.NTAP131,768 shares · 0.1% of their software · price +$847K$9.6MFlat
- HubSpotHUBS20,854 shares · 0.1% of their software · price +$1.2M$9.4M−$1.2M
- BoxBOX320,060 shares · 0.1% of their software · price +$1.6M$7.5MFlat
- MorningstarMORN31,790 shares · 0.1% of their software$7.2MFlat
- ACI WorldwideACIW169,828 shares · 0.1% of their software$6.5MNew · +$6.5M
- QualysQLYS59,453 shares · 0.1% of their software · price −$1.0M$6.2MFlat
- EVERTEC, Inc.EVTC159,089 shares · 0.1% of their software$5.9MFlat
- TenableTENB159,826 shares · 0.1% of their software · price −$2.6M$5.8MFlat
- PaycomPAYC11,067 shares · 0.0% of their software · price −$910K$4.1M+$1.1M
- VertexVERX175,665 shares · 0.0% of their software · price −$2.3M$3.9MNew · +$6.1M
- BroadridgeBR23,476 shares · 0.0% of their software$3.6MFlat
- PTCPTC23,303 shares · 0.0% of their software$3.2M−$131M
- Uber Technologies, Inc.UBER48,954 shares · 0.0% of their software$2.6MFlat
- DynatraceDT46,689 shares · 0.0% of their software$2.3MFlat
- ShopifySHOP1,867 shares · 0.0% of their software$2.0MFlat
- Palo Alto NetworksPANW5,127 shares · 0.0% of their software$1.7MFlat
- The Trade DeskTTD2,178 shares · 0.0% of their software$1.4MFlat
- RingCentralRNG4,087 shares · 0.0% of their software$1.2MFlat
- GoDaddyGDDY14,763 shares · 0.0% of their software$1.2MFlat
- Alarm.com Holdings, Inc.ALRM13,213 shares · 0.0% of their software$1.1MFlat
- VeriSign, Inc.VRSN5,057 shares · 0.0% of their software$999K−$8.5M
- Tyler TechnologiesTYL2,222 shares · 0.0% of their software$937KFlat
- DatadogDDOG10,376 shares · 0.0% of their software$841KFlat
- WixWIX2,789 shares · 0.0% of their software$758KFlat
- NICENICE3,298 shares · 0.0% of their software$720KNew · +$935K
- Five9FIVN4,610 shares · 0.0% of their software$716KNew · +$804K
- MongoDBMDB2,539 shares · 0.0% of their software$683KFlat
- CloudflareNET9,744 shares · 0.0% of their software$670KFlat
- ZscalerZS3,582 shares · 0.0% of their software$607KFlat
- Fair IsaacFICO1,221 shares · 0.0% of their software$599KFlat
- BlackLineBL5,497 shares · 0.0% of their software$596KNew · +$733K
- Rapid7RPD7,457 shares · 0.0% of their software$559KNew · +$672K
- GuidewireGWRE3,324 shares · 0.0% of their software$342KFlat
- SnowflakeSNOW1,469 shares · 0.0% of their software$335KFlat