Generalist · Stockholm, Sweden
Nordea Investment Management Ab
Q2 2021 · compared with Q1 2021
- Software
- $9.5B
- Weight of 13F
- 12.7%
- Names
- 75
- Net bought
- +$71.0M
Filed 16 July 2021 · SEC filing.
982 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
- MicrosoftMSFT11,079,192 shares · 31.7% of their software · price +$389M$3.0B+$54.3M
- AkamaiAKAM5,365,366 shares · 6.6% of their software · price +$78.9M$626M+$57.2M
- OracleORCL7,924,151 shares · 6.5% of their software · price +$60.8M$617M−$300M
- Fiserv, Inc.FISV4,509,476 shares · 5.1% of their software · price −$54.8M$482M+$106M
- AdobeADBE739,866 shares · 4.6% of their software · price +$81.6M$433M−$39.9M
- SalesforceCRM1,514,924 shares · 3.9% of their software · price +$49.1M$370M+$15.5M
- SynopsysSNPS1,266,127 shares · 3.7% of their software · price +$35.5M$349M+$4.3M
- Automatic Data Processing, Inc.ADP1,611,458 shares · 3.4% of their software · price +$16.4M$320M−$68.3M
- AutodeskADSK1,044,268 shares · 3.2% of their software · price +$15.4M$305M+$26.5M
- TrimbleTRMB3,238,676 shares · 2.8% of their software · price +$13.1M$265M−$11.4M
- Roper Technologies, Inc.ROP516,925 shares · 2.6% of their software · price +$34.6M$243M+$19.6M
- Amdocs LimitedDOX3,139,903 shares · 2.6% of their software · price +$22.6M$243MFlat
- Check PointCHKP2,026,868 shares · 2.5% of their software · price +$8.4M$235M−$2.7M
- ServiceNowNOW395,147 shares · 2.3% of their software · price +$19.5M$217M+$32.3M
- CadenceCDNS1,412,651 shares · 2.0% of their software$193M−$42.9M
- VeriskVRSK1,104,096 shares · 2.0% of their software · price −$2.2M$193M+$42.7M
- Paychex, Inc.PAYX1,415,258 shares · 1.6% of their software · price +$13.1M$152M−$14.6M
- FortinetFTNT601,334 shares · 1.5% of their software · price +$32.3M$143M−$16.1M
- IntuitINTU249,126 shares · 1.3% of their software · price +$26.7M$122M−$30.5M
- Kingsoft Cloud Holdings LimitedKC2,677,738 shares · 1.0% of their software · price −$14.4M$90.9M+$40.0M
- F5, Inc.FFIV437,736 shares · 0.9% of their software · price −$9.6M$81.7M+$3.0M
- WorkdayWDAY309,175 shares · 0.8% of their software · price −$3.0M$73.8M+$5.1M
- Gen DigitalGEN2,475,531 shares · 0.7% of their software · price +$14.8M$67.4MFlat
- Block, Inc.XYZ238,055 shares · 0.6% of their software · price +$4.0M$58.0M+$2.3M
- TwilioTWLO135,148 shares · 0.6% of their software · price +$7.2M$53.3M+$3.1M
- DropboxDBX1,736,916 shares · 0.6% of their software · price +$6.3M$52.6M+$2.6M
- PaycomPAYC137,079 shares · 0.5% of their software · price −$903K$49.8M+$46.6M
- ZoomZM125,083 shares · 0.5% of their software · price +$8.2M$48.4M+$9.1M
- VeevaVEEV152,476 shares · 0.5% of their software · price +$7.6M$47.4MFlat
- DocuSignDOCU163,588 shares · 0.5% of their software · price +$12.6M$45.7M+$5.7M
- FactSetFDS113,544 shares · 0.4% of their software · price +$3.1M$38.1M+$1.4M
- SnowflakeSNOW126,609 shares · 0.3% of their software · price +$1.6M$30.6M+$28.7M
- HubSpotHUBS31,077 shares · 0.2% of their software · price +$4.0M$18.1M+$4.6M
- SS&CSSNC240,947 shares · 0.2% of their software · price +$528K$17.4MFlat
- CrowdStrikeCRWD64,509 shares · 0.2% of their software · price +$4.4M$16.2MFlat
- WorkivaWK140,450 shares · 0.2% of their software · price +$3.2M$15.6M+$1.1M
- NetApp, Inc.NTAP133,208 shares · 0.1% of their software · price +$1.2M$10.9MFlat
- BroadridgeBR67,285 shares · 0.1% of their software · price +$567K$10.9M+$6.7M
- TenableTENB225,320 shares · 0.1% of their software · price +$1.2M$9.3M+$2.4M
- MorningstarMORN35,349 shares · 0.1% of their software · price +$1.1M$9.1M+$801K
- DatadogDDOG85,198 shares · 0.1% of their software · price +$1.8M$8.9M+$6.2M
- BoxBOX340,468 shares · 0.1% of their software · price +$882K$8.7MFlat
- EVERTEC, Inc.EVTC171,409 shares · 0.1% of their software · price +$1.1M$7.5MFlat
- TeradataTDC149,204 shares · 0.1% of their software · price +$1.7M$7.5MNew · +$5.8M
- DynatraceDT125,373 shares · 0.1% of their software · price +$1.3M$7.3M+$3.8M
- The Trade DeskTTD93,660 shares · 0.1% of their software · price −$53.8M$7.2M+$59.6M
- ACI WorldwideACIW186,936 shares · 0.1% of their software$6.9M+$651K
- VertexVERX315,282 shares · 0.1% of their software$6.9M+$3.1M
- PTCPTC46,778 shares · 0.1% of their software$6.6M+$3.2M
- QualysQLYS62,888 shares · 0.1% of their software$6.3MFlat
- Veritone, Inc.VERI294,961 shares · 0.1% of their software · price −$1.3M$5.8MNew · +$7.1M
- MagniteMGNI109,655 shares · 0.0% of their software · price −$852K$3.7MNew · +$4.6M
- Uber Technologies, Inc.UBER64,317 shares · 0.0% of their software$3.2M+$837K
- ShopifySHOP1,959 shares · 0.0% of their software · price +$694K$2.9MFlat
- Palo Alto NetworksPANW5,127 shares · 0.0% of their software$1.9MFlat
- CoStarCSGP20,560 shares · 0.0% of their software · price −$15.2M$1.7M+$2.6M
- OktaOKTA6,195 shares · 0.0% of their software$1.5M−$26.7M
- GoDaddyGDDY16,379 shares · 0.0% of their software$1.4MFlat
- VeriSign, Inc.VRSN6,036 shares · 0.0% of their software$1.4MFlat
- CloudflareNET11,872 shares · 0.0% of their software$1.3MFlat
- RingCentralRNG4,087 shares · 0.0% of their software$1.2MFlat
- Tyler TechnologiesTYL2,102 shares · 0.0% of their software$951KFlat
- MongoDBMDB2,539 shares · 0.0% of their software$918KFlat
- ZscalerZS4,036 shares · 0.0% of their software$872KFlat
- Alarm.com Holdings, Inc.ALRM10,277 shares · 0.0% of their software$870KFlat
- WixWIX2,919 shares · 0.0% of their software$847KFlat
- Lyft, Inc.LYFT13,461 shares · 0.0% of their software$814KNew · +$850K
- Rapid7RPD8,205 shares · 0.0% of their software$776KFlat
- NICENICE3,098 shares · 0.0% of their software$767KFlat
- PalantirPLTR27,284 shares · 0.0% of their software$719KNew · +$635K
- BlackLineBL6,132 shares · 0.0% of their software$682KFlat
- Fair IsaacFICO1,221 shares · 0.0% of their software$614KFlat
- Bentley SystemsBSY9,043 shares · 0.0% of their software$586KNew · Flat
- GuidewireGWRE3,324 shares · 0.0% of their software$375KFlat
- UnityU3,120 shares · 0.0% of their software$343KNew · Flat