Generalist · Stockholm, Sweden
Nordea Investment Management Ab
Q2 2022 · compared with Q1 2022
- Software
- $8.5B
- Weight of 13F
- 12.7%
- Names
- 78
- Net bought
- +$1.4B
Filed 9 August 2022 · SEC filing.
961 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
- MicrosoftMSFT11,768,397 shares · 35.1% of their software · price −$606M$3.0B+$240M
- Fiserv, Inc.FISV6,261,468 shares · 6.5% of their software · price −$77.8M$552M+$78.0M
- AkamaiAKAM5,614,084 shares · 6.0% of their software · price −$158M$509M−$16.8M
- OracleORCL6,958,041 shares · 5.6% of their software · price −$89.5M$477M+$48.9M
- SynopsysSNPS1,186,674 shares · 4.2% of their software · price −$35.1M$359M+$56.3M
- Automatic Data Processing, Inc.ADP1,488,629 shares · 3.7% of their software · price −$26.1M$313M+$26.3M
- AdobeADBE862,360 shares · 3.6% of their software · price −$77.2M$310M+$68.5M
- Check PointCHKP2,469,769 shares · 3.5% of their software · price −$40.7M$299M−$115M
- SalesforceCRM1,596,646 shares · 3.0% of their software · price −$75.5M$259M−$6.4M
- Roper Technologies, Inc.ROP619,994 shares · 2.8% of their software · price −$48.1M$242M+$8.5M
- Amdocs LimitedDOX2,689,306 shares · 2.6% of their software · price +$3.0M$223M−$8.9M
- CadenceCDNS1,436,245 shares · 2.5% of their software · price −$20.7M$214M+$52.5M
- ServiceNowNOW424,993 shares · 2.3% of their software · price −$34.6M$196M+$10.5M
- TrimbleTRMB3,273,802 shares · 2.2% of their software · price −$45.5M$190M+$4.7M
- FortinetFTNT3,056,578 shares · 2.0% of their software · price −$872M$172M+$847M
- AutodeskADSK958,882 shares · 1.9% of their software · price −$40.6M$165M−$11.1M
- VeriskVRSK912,486 shares · 1.8% of their software · price −$37.9M$155M−$36.9M
- IntuitINTU252,840 shares · 1.1% of their software · price −$24.1M$95.8M+$8.1M
- F5, Inc.FFIV460,355 shares · 0.8% of their software · price −$25.7M$69.5M+$9.7M
- Paychex, Inc.PAYX598,780 shares · 0.8% of their software · price −$13.5M$68.5M+$8.7M
- Gen DigitalGEN2,822,379 shares · 0.7% of their software · price −$12.9M$62.2M−$1.1M
- PaycomPAYC194,402 shares · 0.6% of their software · price −$12.9M$53.6M−$6.5M
- FactSetFDS131,796 shares · 0.6% of their software · price −$6.5M$50.2M+$6.1M
- WorkdayWDAY359,499 shares · 0.6% of their software · price −$35.9M$50.1M+$7.1M
- DropboxDBX1,970,657 shares · 0.5% of their software · price −$4.5M$40.8M+$2.2M
- DocuSignDOCU576,468 shares · 0.4% of their software · price −$28.7M$32.7M+$2.0M
- SnowflakeSNOW228,827 shares · 0.4% of their software · price −$20.6M$31.6M+$18.5M
- CrowdStrikeCRWD182,018 shares · 0.4% of their software · price −$10.7M$30.2M+$17.1M
- VeevaVEEV154,807 shares · 0.4% of their software · price −$2.2M$30.0M+$692K
- ZoomZM235,293 shares · 0.3% of their software · price −$2.2M$25.1M+$566K
- Palo Alto NetworksPANW44,432 shares · 0.3% of their software · price −$5.7M$21.5M+$21.9M
- Consensus Cloud Solutions, Inc.CCSI419,913 shares · 0.2% of their software · price −$6.9M$19.0MNew · +$25.2M
- HubSpotHUBS63,375 shares · 0.2% of their software · price −$11.0M$18.6M+$7.4M
- Block, Inc.XYZ302,580 shares · 0.2% of their software · price −$22.4M$18.1M+$6.2M
- DatadogDDOG175,339 shares · 0.2% of their software · price −$9.9M$16.2M+$10.1M
- TenableTENB306,821 shares · 0.2% of their software · price −$3.8M$13.9MFlat
- QualysQLYS111,042 shares · 0.2% of their software · price −$1.8M$13.9M+$6.7M
- SS&CSSNC227,044 shares · 0.2% of their software · price −$3.8M$13.0MFlat
- MorningstarMORN54,467 shares · 0.2% of their software · price −$1.7M$13.0M+$4.9M
- PalantirPLTR1,392,933 shares · 0.1% of their software · price −$6.5M$12.2M+$759K
- BoxBOX475,834 shares · 0.1% of their software · price −$1.9M$12.1M+$3.8M
- WorkivaWK183,220 shares · 0.1% of their software · price −$9.5M$12.0M+$4.7M
- NetApp, Inc.NTAP124,740 shares · 0.1% of their software · price −$2.2M$8.1M+$675K
- ACI WorldwideACIW306,793 shares · 0.1% of their software · price −$1.7M$7.9MFlat
- DynatraceDT190,717 shares · 0.1% of their software · price −$1.5M$7.5M+$1.0M
- TeradataTDC204,517 shares · 0.1% of their software · price −$2.5M$7.5M+$953K
- NutanixNTNX496,094 shares · 0.1% of their software · price −$6.0M$7.0M+$5.1M
- EVERTEC, Inc.EVTC171,799 shares · 0.1% of their software · price −$696K$6.2MFlat
- The Trade DeskTTD132,573 shares · 0.1% of their software · price −$3.6M$5.4M+$1.1M
- Radware Ltd.RDWR195,738 shares · 0.0% of their software · price −$2.0M$4.2MNew · +$6.3M
- VertexVERX315,569 shares · 0.0% of their software · price −$1.3M$3.6MFlat
- CloudflareNET70,738 shares · 0.0% of their software · price −$5.4M$3.0M+$6.7M
- DuolingoDUOL34,198 shares · 0.0% of their software$3.0MNew · +$3.3M
- MongoDBMDB11,423 shares · 0.0% of their software · price −$2.1M$2.9M+$3.8M
- MagniteMGNI303,992 shares · 0.0% of their software · price −$1.3M$2.7MFlat
- Veritone, Inc.VERI374,691 shares · 0.0% of their software · price −$4.4M$2.3MFlat
- Uber Technologies, Inc.UBER89,421 shares · 0.0% of their software · price −$1.4M$1.8MFlat
- YextYEXT336,211 shares · 0.0% of their software · price −$709K$1.6MFlat
- CoStarCSGP23,761 shares · 0.0% of their software$1.4MFlat
- GoDaddyGDDY20,183 shares · 0.0% of their software$1.4MFlat
- VeriSign, Inc.VRSN6,358 shares · 0.0% of their software$1.1MFlat
- BroadridgeBR7,008 shares · 0.0% of their software$991KFlat
- ZscalerZS5,823 shares · 0.0% of their software · price −$534K$857KFlat
- TwilioTWLO10,354 shares · 0.0% of their software · price −$839K$850KFlat
- Tyler TechnologiesTYL2,491 shares · 0.0% of their software$820KFlat
- OktaOKTA8,992 shares · 0.0% of their software · price −$545K$794KFlat
- NICENICE3,752 shares · 0.0% of their software$720KFlat
- PTCPTC6,674 shares · 0.0% of their software$702KFlat
- Fair IsaacFICO1,645 shares · 0.0% of their software$647KFlat
- BILLBILL5,239 shares · 0.0% of their software · price −$612K$561KFlat
- ZoomInfoZI16,116 shares · 0.0% of their software$526K—
- UnityU11,830 shares · 0.0% of their software · price −$738K$431K+$864K
- Bentley SystemsBSY10,878 shares · 0.0% of their software$362KFlat
- GuidewireGWRE5,074 shares · 0.0% of their software$362KFlat
- WixWIX5,053 shares · 0.0% of their software$320KFlat
- RingCentralRNG4,701 shares · 0.0% of their software$244KFlat
- Lyft, Inc.LYFT13,955 shares · 0.0% of their software$184KFlat
- Grab Holdings LimitedGRAB42,544 shares · 0.0% of their software$102KNew · Flat