Generalist · Stockholm, Sweden
Nordea Investment Management Ab
Q3 2021 · compared with Q2 2021
- Software
- $19.3B
- Weight of 13F
- 12.7%
- Names
- 74
- Net bought
- +$9.0B
Filed 1 November 2021 · SEC filing.
978 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
- MicrosoftMSFT21,921,340 shares · 32.5% of their software · price +$242M$6.3B+$2.9B
- AkamaiAKAM11,393,373 shares · 6.3% of their software · price −$137M$1.2B+$703M
- Fiserv, Inc.FISV8,735,787 shares · 5.0% of their software · price +$14.1M$964M+$452M
- AdobeADBE1,442,600 shares · 4.3% of their software · price −$14.3M$839M+$412M
- SalesforceCRM3,062,764 shares · 4.3% of their software · price +$82.5M$833M+$378M
- SynopsysSNPS2,695,694 shares · 4.3% of their software · price +$63.7M$822M+$394M
- OracleORCL8,852,777 shares · 4.1% of their software · price +$82.2M$801M+$72.3M
- AutodeskADSK2,654,510 shares · 4.0% of their software · price −$17.9M$773M+$470M
- Automatic Data Processing, Inc.ADP3,068,601 shares · 3.2% of their software · price +$4.0M$626M+$289M
- TrimbleTRMB7,021,804 shares · 3.1% of their software · price +$2.9M$590M+$310M
- Roper Technologies, Inc.ROP1,123,212 shares · 2.7% of their software · price −$27.0M$515M+$285M
- ServiceNowNOW790,168 shares · 2.5% of their software · price +$57.5M$491M+$217M
- VeriskVRSK2,293,778 shares · 2.4% of their software · price +$58.6M$465M+$208M
- Check PointCHKP4,004,223 shares · 2.4% of their software · price −$12.4M$461M+$230M
- Amdocs LimitedDOX5,933,664 shares · 2.3% of their software · price −$9.8M$454M+$216M
- CadenceCDNS2,650,603 shares · 2.1% of their software · price +$38.8M$407M+$169M
- FortinetFTNT1,187,314 shares · 1.8% of their software · price +$63.9M$348M+$140M
- IntuitINTU471,502 shares · 1.3% of their software · price +$23.3M$259M+$109M
- Paychex, Inc.PAYX2,004,816 shares · 1.2% of their software · price +$10.3M$229M+$63.3M
- F5, Inc.FFIV820,119 shares · 0.9% of their software · price +$9.9M$166M+$71.4M
- WorkdayWDAY648,242 shares · 0.8% of their software · price +$7.2M$163M+$80.9M
- Kingsoft Cloud Holdings LimitedKC5,423,424 shares · 0.8% of their software · price −$30.4M$155M+$93.2M
- PaycomPAYC267,072 shares · 0.7% of their software · price +$35.3M$133M+$47.2M
- Gen DigitalGEN4,908,490 shares · 0.6% of their software · price −$9.4M$125M+$66.2M
- Block, Inc.XYZ486,984 shares · 0.6% of their software · price −$1.9M$116M+$60.7M
- DocuSignDOCU427,586 shares · 0.6% of their software · price −$9.5M$111M+$73.8M
- DropboxDBX3,634,154 shares · 0.6% of their software · price −$4.0M$107M+$57.5M
- ZoomZM362,882 shares · 0.5% of their software · price −$45.6M$94.1M+$92.0M
- FactSetFDS231,010 shares · 0.5% of their software · price +$13.7M$92.0M+$39.4M
- VeevaVEEV308,952 shares · 0.5% of their software · price −$7.0M$88.9M+$48.7M
- SnowflakeSNOW271,772 shares · 0.4% of their software · price +$16.5M$81.2M+$35.1M
- HubSpotHUBS90,038 shares · 0.3% of their software · price +$8.4M$62.0M+$34.4M
- WorkivaWK281,326 shares · 0.2% of their software · price +$8.3M$39.5M+$15.7M
- DatadogDDOG224,276 shares · 0.2% of their software · price +$8.4M$31.7M+$14.5M
- SS&CSSNC438,530 shares · 0.2% of their software · price −$1.2M$30.9M+$14.2M
- CrowdStrikeCRWD121,620 shares · 0.2% of their software · price −$673K$29.6M+$14.4M
- TenableTENB602,158 shares · 0.1% of their software · price +$2.9M$27.6M+$15.6M
- NetApp, Inc.NTAP253,580 shares · 0.1% of their software · price +$2.0M$23.0M+$9.8M
- BroadridgeBR129,204 shares · 0.1% of their software · price +$660K$21.9M+$10.0M
- TeradataTDC361,716 shares · 0.1% of their software · price +$2.7M$20.6M+$10.6M
- MorningstarMORN70,540 shares · 0.1% of their software$18.9M+$9.0M
- Veritone, Inc.VERI772,198 shares · 0.1% of their software · price +$3.2M$18.5M+$9.4M
- DynatraceDT250,746 shares · 0.1% of their software · price +$3.1M$18.0M+$7.3M
- EVERTEC, Inc.EVTC343,248 shares · 0.1% of their software · price +$711K$16.3M+$7.5M
- BoxBOX668,348 shares · 0.1% of their software · price −$1.3M$15.9M+$8.4M
- QualysQLYS124,624 shares · 0.1% of their software · price +$1.3M$14.0M+$6.2M
- The Trade DeskTTD202,872 shares · 0.1% of their software · price −$1.4M$13.9M+$8.4M
- VertexVERX630,564 shares · 0.1% of their software · price −$1.7M$12.2M+$6.9M
- ACI WorldwideACIW373,592 shares · 0.1% of their software · price −$2.4M$11.7M+$6.9M
- PTCPTC92,292 shares · 0.1% of their software · price −$2.0M$11.1M+$6.4M
- MagniteMGNI322,160 shares · 0.0% of their software · price −$1.9M$9.0M+$7.2M
- Palo Alto NetworksPANW16,206 shares · 0.0% of their software · price +$1.7M$7.7M+$4.1M
- YextYEXT618,372 shares · 0.0% of their software · price −$1.4M$7.5MNew · +$8.8M
- Uber Technologies, Inc.UBER130,582 shares · 0.0% of their software · price −$695K$5.8M+$3.3M
- TwilioTWLO17,342 shares · 0.0% of their software · price −$1.3M$5.4M−$46.4M
- ShopifySHOP3,918 shares · 0.0% of their software$5.3M+$2.9M
- PalantirPLTR160,524 shares · 0.0% of their software$3.9M+$3.5M
- CoStarCSGP41,120 shares · 0.0% of their software$3.5M+$1.7M
- OktaOKTA12,390 shares · 0.0% of their software$2.9M+$1.5M
- MongoDBMDB5,700 shares · 0.0% of their software · price +$627K$2.7M+$1.1M
- CloudflareNET23,744 shares · 0.0% of their software$2.7M+$1.3M
- VeriSign, Inc.VRSN12,072 shares · 0.0% of their software$2.5M+$1.4M
- GoDaddyGDDY32,758 shares · 0.0% of their software · price −$565K$2.3M+$1.4M
- ZscalerZS8,072 shares · 0.0% of their software$2.1M+$872K
- Tyler TechnologiesTYL4,204 shares · 0.0% of their software$1.9M+$951K
- RingCentralRNG8,174 shares · 0.0% of their software · price −$597K$1.7M+$1.2M
- Alarm.com Holdings, Inc.ALRM20,554 shares · 0.0% of their software$1.6M+$870K
- BlackLineBL11,970 shares · 0.0% of their software$1.4M+$650K
- Lyft, Inc.LYFT26,922 shares · 0.0% of their software$1.4M+$814K
- Fair IsaacFICO2,942 shares · 0.0% of their software$1.2M+$865K
- WixWIX5,838 shares · 0.0% of their software · price −$551K$1.1M+$847K
- Bentley SystemsBSY18,086 shares · 0.0% of their software$1.1M+$586K
- GuidewireGWRE9,066 shares · 0.0% of their software$1.1M+$647K
- UnityU6,240 shares · 0.0% of their software$788KFlat