Generalist · Stockholm, Sweden
Nordea Investment Management Ab
Q1 2022 · compared with Q4 2021
- Software
- $9.9B
- Weight of 13F
- 12.4%
- Names
- 76
- Net bought
- +$132M
Filed 11 April 2022 · SEC filing.
951 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
- MicrosoftMSFT10,990,895 shares · 34.6% of their software · price −$308M$3.4B+$41.1M
- AkamaiAKAM5,754,461 shares · 7.1% of their software · price +$13.5M$700M−$34.2M
- Fiserv, Inc.FISV5,492,166 shares · 5.7% of their software · price −$13.1M$560M+$84.4M
- OracleORCL6,366,409 shares · 5.4% of their software · price −$28.5M$531M+$170M
- Check PointCHKP3,303,458 shares · 4.6% of their software · price +$71.7M$459M+$40.3M
- SalesforceCRM1,626,799 shares · 3.5% of their software · price −$68.0M$349M+$51.5M
- SynopsysSNPS1,017,715 shares · 3.5% of their software · price −$35.9M$342M−$136M
- AdobeADBE712,058 shares · 3.3% of their software · price −$79.4M$327MFlat
- Automatic Data Processing, Inc.ADP1,373,182 shares · 3.2% of their software · price −$26.1M$318M+$10.0M
- Roper Technologies, Inc.ROP601,978 shares · 2.9% of their software · price −$11.8M$289M+$19.6M
- VeriskVRSK1,084,503 shares · 2.4% of their software · price −$15.3M$235M−$27.8M
- TrimbleTRMB3,208,558 shares · 2.4% of their software · price −$48.3M$234M−$38.9M
- Amdocs LimitedDOX2,797,476 shares · 2.4% of their software · price +$20.6M$233M−$17.5M
- ServiceNowNOW406,087 shares · 2.3% of their software · price −$37.4M$230M+$4.2M
- AutodeskADSK1,010,676 shares · 2.2% of their software · price −$67.6M$222M−$67.6M
- FortinetFTNT578,292 shares · 2.0% of their software · price −$10.2M$202MFlat
- CadenceCDNS1,117,270 shares · 1.9% of their software · price −$24.5M$185M+$3.7M
- IntuitINTU235,897 shares · 1.1% of their software · price −$38.3M$113M+$2.4M
- F5, Inc.FFIV413,844 shares · 0.9% of their software · price −$14.8M$88.5M+$2.5M
- WorkdayWDAY329,719 shares · 0.8% of their software · price −$11.1M$79.2M+$1.4M
- Gen DigitalGEN2,863,983 shares · 0.8% of their software · price +$1.5M$77.8MFlat
- PaycomPAYC213,169 shares · 0.8% of their software · price −$14.7M$75.0M+$25.9M
- Paychex, Inc.PAYX534,788 shares · 0.8% of their software$74.7M+$1.5M
- DocuSignDOCU557,884 shares · 0.6% of their software · price −$25.2M$60.1M+$26.6M
- FactSetFDS117,750 shares · 0.5% of their software · price −$6.1M$52.0M+$1.4M
- DropboxDBX1,876,157 shares · 0.4% of their software · price −$2.4M$44.5M+$1.3M
- Block, Inc.XYZ256,574 shares · 0.4% of their software · price −$6.6M$35.6M+$1.1M
- SnowflakeSNOW148,058 shares · 0.3% of their software · price −$16.2M$34.6M+$2.2M
- VeevaVEEV151,551 shares · 0.3% of their software · price −$6.5M$32.2M−$1.1M
- ZoomZM230,461 shares · 0.3% of their software · price −$15.4M$27.6M+$5.4M
- CrowdStrikeCRWD106,649 shares · 0.2% of their software · price +$2.4M$24.5M+$8.8M
- HubSpotHUBS47,773 shares · 0.2% of their software · price −$8.8M$23.7M+$1.5M
- PalantirPLTR1,337,643 shares · 0.2% of their software · price −$6.0M$18.7M+$22.9M
- TenableTENB307,257 shares · 0.2% of their software · price +$836K$17.5M+$648K
- SS&CSSNC221,038 shares · 0.2% of their software · price −$1.5M$16.8MFlat
- WorkivaWK143,628 shares · 0.2% of their software · price −$1.8M$16.8M+$644K
- DatadogDDOG108,819 shares · 0.2% of their software · price −$2.9M$16.5MFlat
- MorningstarMORN36,487 shares · 0.1% of their software · price −$2.5M$10.2MFlat
- BoxBOX345,166 shares · 0.1% of their software · price +$991K$10.1MFlat
- NetApp, Inc.NTAP116,608 shares · 0.1% of their software · price −$1.0M$10.0MFlat
- ACI WorldwideACIW297,210 shares · 0.1% of their software · price −$954K$9.7M+$1.7M
- QualysQLYS64,227 shares · 0.1% of their software$9.3MFlat
- TeradataTDC185,186 shares · 0.1% of their software · price +$1.3M$9.3MFlat
- The Trade DeskTTD116,799 shares · 0.1% of their software · price −$2.6M$8.4MFlat
- NutanixNTNX307,114 shares · 0.1% of their software · price −$1.5M$8.3M+$9.4M
- DynatraceDT169,145 shares · 0.1% of their software · price −$2.2M$8.2MFlat
- EVERTEC, Inc.EVTC178,329 shares · 0.1% of their software · price −$1.6M$7.5MFlat
- Veritone, Inc.VERI387,441 shares · 0.1% of their software · price −$1.6M$7.3MFlat
- Palo Alto NetworksPANW9,264 shares · 0.1% of their software · price +$609K$5.8MFlat
- VertexVERX310,978 shares · 0.0% of their software$4.7MFlat
- MagniteMGNI298,070 shares · 0.0% of their software · price −$1.3M$4.1M+$2.4M
- Uber Technologies, Inc.UBER82,430 shares · 0.0% of their software · price −$515K$3.0M+$719K
- YextYEXT320,479 shares · 0.0% of their software · price −$971K$2.3MFlat
- CloudflareNET14,677 shares · 0.0% of their software$1.8MFlat
- ShopifySHOP2,464 shares · 0.0% of their software · price −$1.7M$1.7M+$696K
- TwilioTWLO8,671 shares · 0.0% of their software · price −$854K$1.4M−$11.5M
- GoDaddyGDDY16,700 shares · 0.0% of their software$1.4MFlat
- CoStarCSGP20,560 shares · 0.0% of their software$1.4MFlat
- VeriSign, Inc.VRSN6,036 shares · 0.0% of their software$1.4MFlat
- OktaOKTA8,365 shares · 0.0% of their software · price −$612K$1.3MFlat
- MongoDBMDB2,850 shares · 0.0% of their software$1.2MFlat
- BILLBILL4,645 shares · 0.0% of their software$1.1MFlat
- BroadridgeBR6,579 shares · 0.0% of their software$1.0MFlat
- Tyler TechnologiesTYL2,102 shares · 0.0% of their software$938KFlat
- ZscalerZS3,863 shares · 0.0% of their software$932KFlat
- ZoomInfoZI14,878 shares · 0.0% of their software$875KFlat
- NICENICE3,292 shares · 0.0% of their software$729KNew · +$999K
- Fair IsaacFICO1,471 shares · 0.0% of their software$696KFlat
- PTCPTC5,671 shares · 0.0% of their software$614K−$4.4M
- Lyft, Inc.LYFT13,461 shares · 0.0% of their software$515KFlat
- BlackLineBL6,916 shares · 0.0% of their software$513KFlat
- RingCentralRNG4,087 shares · 0.0% of their software$489KFlat
- GuidewireGWRE4,533 shares · 0.0% of their software$436KFlat
- Bentley SystemsBSY9,043 shares · 0.0% of their software$403KFlat
- UnityU3,120 shares · 0.0% of their software$316KFlat
- WixWIX2,919 shares · 0.0% of their software$302KFlat