Generalist · Stockholm, Sweden
Nordea Investment Management Ab
Q4 2021 · compared with Q3 2021
- Software
- $10.6B
- Weight of 13F
- 12.6%
- Names
- 79
- Net bought
- −$9.4B
Filed 20 January 2022 · SEC filing.
974 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
- MicrosoftMSFT10,868,656 shares · 34.7% of their software · price +$591M$3.7B−$3.1B
- AkamaiAKAM6,046,442 shares · 6.7% of their software · price +$75.3M$707M−$559M
- SynopsysSNPS1,385,709 shares · 4.8% of their software · price +$95.7M$509M−$392M
- Fiserv, Inc.FISV4,679,349 shares · 4.6% of their software · price −$22.0M$488M−$440M
- AdobeADBE714,713 shares · 3.8% of their software · price −$6.2M$406M−$419M
- OracleORCL4,412,696 shares · 3.7% of their software$387M−$387M
- SalesforceCRM1,424,082 shares · 3.4% of their software · price −$24.3M$363M−$444M
- AutodeskADSK1,251,220 shares · 3.3% of their software · price −$5.0M$353M−$400M
- Check PointCHKP2,957,893 shares · 3.3% of their software · price +$10.4M$345M−$118M
- Automatic Data Processing, Inc.ADP1,332,775 shares · 3.1% of their software · price +$62.2M$327M−$347M
- TrimbleTRMB3,654,694 shares · 3.0% of their software · price +$18.1M$321M−$277M
- VeriskVRSK1,205,978 shares · 2.6% of their software · price +$34.3M$275M−$218M
- Roper Technologies, Inc.ROP562,138 shares · 2.6% of their software · price +$25.7M$274M−$250M
- ServiceNowNOW399,599 shares · 2.5% of their software · price +$10.7M$262M−$243M
- Amdocs LimitedDOX3,031,816 shares · 2.2% of their software · price −$2.6M$228M−$220M
- FortinetFTNT583,008 shares · 2.0% of their software · price +$39.3M$211M−$176M
- CadenceCDNS1,097,287 shares · 1.9% of their software · price +$38.3M$204M−$235M
- IntuitINTU232,144 shares · 1.4% of their software · price +$24.1M$149M−$129M
- F5, Inc.FFIV403,777 shares · 0.9% of their software · price +$18.5M$99.1M−$82.8M
- WorkdayWDAY324,540 shares · 0.8% of their software · price +$7.6M$89.6M−$80.9M
- Gen DigitalGEN2,884,332 shares · 0.7% of their software · price +$2.0M$75.5M−$51.2M
- Paychex, Inc.PAYX523,861 shares · 0.7% of their software · price +$12.6M$71.3M−$167M
- PaycomPAYC150,747 shares · 0.6% of their software · price −$12.1M$62.7M−$57.7M
- DocuSignDOCU383,086 shares · 0.6% of their software · price −$40.3M$59.6M−$11.5M
- FactSetFDS114,775 shares · 0.5% of their software · price +$10.5M$55.8M−$45.9M
- SnowflakeSNOW141,678 shares · 0.5% of their software · price +$5.1M$48.6M−$39.3M
- Kingsoft Cloud Holdings LimitedKC2,781,661 shares · 0.4% of their software · price −$35.0M$45.2M−$74.8M
- DropboxDBX1,824,777 shares · 0.4% of their software · price −$8.5M$45.1M−$52.9M
- Block, Inc.XYZ249,546 shares · 0.4% of their software · price −$19.5M$40.9M−$56.9M
- VeevaVEEV155,880 shares · 0.4% of their software · price −$5.1M$40.5M−$44.1M
- ZoomZM201,284 shares · 0.4% of their software · price −$15.6M$38.2M−$42.3M
- HubSpotHUBS45,488 shares · 0.3% of their software · price −$771K$30.1M−$30.1M
- Consensus Cloud Solutions, Inc.CCSI480,967 shares · 0.3% of their software · price +$10.7M$27.9MNew · +$17.1M
- DatadogDDOG106,790 shares · 0.2% of their software · price +$3.9M$19.1M−$16.6M
- SS&CSSNC225,609 shares · 0.2% of their software · price +$2.8M$18.6M−$14.8M
- WorkivaWK138,689 shares · 0.2% of their software · price −$1.5M$18.4M−$20.1M
- TenableTENB295,490 shares · 0.2% of their software · price +$2.6M$16.4M−$14.1M
- TwilioTWLO52,480 shares · 0.1% of their software · price −$2.9M$14.1M+$11.2M
- CrowdStrikeCRWD63,583 shares · 0.1% of their software · price −$2.6M$13.1M−$14.3M
- MorningstarMORN35,054 shares · 0.1% of their software · price +$2.9M$12.0M−$9.2M
- NetApp, Inc.NTAP117,080 shares · 0.1% of their software$10.8M−$12.3M
- The Trade DeskTTD112,403 shares · 0.1% of their software · price +$2.4M$10.6M−$6.4M
- DynatraceDT167,786 shares · 0.1% of their software · price −$1.8M$10.3M−$5.9M
- BoxBOX334,043 shares · 0.1% of their software · price +$842K$8.9M−$7.9M
- Veritone, Inc.VERI380,430 shares · 0.1% of their software · price −$536K$8.8M−$9.4M
- QualysQLYS61,716 shares · 0.1% of their software · price +$1.6M$8.7M−$7.0M
- ACI WorldwideACIW247,008 shares · 0.1% of their software · price +$981K$8.6M−$3.9M
- EVERTEC, Inc.EVTC169,572 shares · 0.1% of their software · price +$722K$8.5M−$7.9M
- TeradataTDC178,315 shares · 0.1% of their software · price −$2.7M$7.7M−$10.5M
- Palo Alto NetworksPANW9,264 shares · 0.0% of their software · price +$720K$5.2M−$3.3M
- PTCPTC42,332 shares · 0.0% of their software$5.2M−$6.0M
- VertexVERX305,779 shares · 0.0% of their software · price −$1.0M$4.9M−$6.2M
- DuolingoDUOL37,390 shares · 0.0% of their software · price −$2.3M$4.1MNew · +$6.2M
- YextYEXT318,979 shares · 0.0% of their software · price −$673K$3.3M−$3.6M
- MagniteMGNI161,140 shares · 0.0% of their software · price −$1.7M$2.9M−$4.5M
- Uber Technologies, Inc.UBER65,291 shares · 0.0% of their software$2.8M−$2.9M
- ShopifySHOP1,959 shares · 0.0% of their software$2.7M−$2.7M
- CoStarCSGP20,560 shares · 0.0% of their software$1.6M−$1.8M
- CloudflareNET11,872 shares · 0.0% of their software$1.6M−$1.3M
- VeriSign, Inc.VRSN6,036 shares · 0.0% of their software$1.5M−$1.2M
- MongoDBMDB2,850 shares · 0.0% of their software$1.5M−$1.3M
- PalantirPLTR80,262 shares · 0.0% of their software$1.5M−$1.9M
- GoDaddyGDDY17,787 shares · 0.0% of their software$1.5M−$1.0M
- OktaOKTA6,195 shares · 0.0% of their software$1.4M−$1.5M
- ZscalerZS4,036 shares · 0.0% of their software$1.3M−$1.1M
- BroadridgeBR6,579 shares · 0.0% of their software$1.2M−$20.4M
- BILLBILL4,645 shares · 0.0% of their software$1.2MNew · +$1.2M
- Tyler TechnologiesTYL2,102 shares · 0.0% of their software$1.1M−$964K
- ZoomInfoZI14,878 shares · 0.0% of their software$970KNew
- RingCentralRNG4,087 shares · 0.0% of their software$795K−$889K
- Fair IsaacFICO1,471 shares · 0.0% of their software$643K−$585K
- BlackLineBL6,051 shares · 0.0% of their software$625K−$699K
- Lyft, Inc.LYFT13,461 shares · 0.0% of their software$588K−$721K
- GuidewireGWRE4,533 shares · 0.0% of their software$514K−$539K
- WixWIX2,919 shares · 0.0% of their software$459K−$572K
- UnityU3,120 shares · 0.0% of their software$454KFlat
- Bentley SystemsBSY9,043 shares · 0.0% of their software$442K−$548K
- NutanixNTNX12,620 shares · 0.0% of their software$409KNew · Flat
- AsanaASAN3,181 shares · 0.0% of their software$243KNew · Flat