Generalist · Stockholm, Sweden
Nordea Investment Management Ab
Q3 2022 · compared with Q2 2022
- Software
- $7.9B
- Weight of 13F
- 12.7%
- Names
- 80
- Net bought
- −$253M
Filed 19 October 2022 · SEC filing.
960 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
- MicrosoftMSFT11,686,142 shares · 35.4% of their software · price −$280M$2.8BFlat
- Fiserv, Inc.FISV4,996,071 shares · 6.0% of their software · price +$23.0M$475M−$113M
- AkamaiAKAM5,218,367 shares · 5.4% of their software · price −$57.5M$424M−$36.1M
- SynopsysSNPS1,294,542 shares · 5.1% of their software · price +$2.3M$401M+$32.8M
- OracleORCL6,482,744 shares · 5.1% of their software · price −$57.0M$399M−$33.2M
- Check PointCHKP3,256,416 shares · 4.7% of their software · price −$31.8M$371M+$95.8M
- Automatic Data Processing, Inc.ADP1,434,629 shares · 4.2% of their software · price +$23.2M$328M−$11.3M
- AdobeADBE942,106 shares · 3.4% of their software · price −$85.6M$265M+$29.2M
- CadenceCDNS1,364,008 shares · 2.9% of their software · price +$18.3M$226M−$10.8M
- Roper Technologies, Inc.ROP606,159 shares · 2.8% of their software · price −$21.2M$222M−$5.5M
- TrimbleTRMB3,263,076 shares · 2.3% of their software · price −$12.9M$181MFlat
- Amdocs LimitedDOX2,223,075 shares · 2.3% of their software · price −$8.6M$178M−$38.8M
- FortinetFTNT3,346,665 shares · 2.1% of their software · price −$24.9M$167M+$16.4M
- ServiceNowNOW420,627 shares · 2.1% of their software · price −$41.2M$163M−$2.1M
- VeriskVRSK922,220 shares · 2.0% of their software · price −$2.4M$160M+$1.7M
- SalesforceCRM973,409 shares · 1.8% of their software · price −$20.6M$144M−$103M
- IntuitINTU240,896 shares · 1.2% of their software$96.4M−$4.6M
- Paychex, Inc.PAYX577,879 shares · 0.8% of their software · price −$959K$65.9M−$2.4M
- F5, Inc.FFIV435,166 shares · 0.8% of their software · price −$3.6M$64.7M−$3.9M
- WorkdayWDAY372,753 shares · 0.7% of their software · price +$4.7M$58.7M+$1.8M
- Gen DigitalGEN2,725,512 shares · 0.7% of their software · price −$5.0M$55.9M−$2.1M
- FactSetFDS134,261 shares · 0.7% of their software · price +$2.1M$53.8M+$948K
- SnowflakeSNOW256,210 shares · 0.6% of their software · price +$7.9M$44.6M+$3.8M
- DropboxDBX2,047,315 shares · 0.5% of their software · price −$553K$42.6M+$1.6M
- CrowdStrikeCRWD248,622 shares · 0.5% of their software · price −$932K$41.6M+$11.2M
- PaycomPAYC112,772 shares · 0.5% of their software · price +$5.6M$38.0M−$22.9M
- DatadogDDOG421,084 shares · 0.5% of their software · price −$2.7M$37.2M+$23.4M
- AutodeskADSK182,135 shares · 0.4% of their software · price +$2.7M$34.6M−$134M
- DocuSignDOCU603,202 shares · 0.4% of their software · price −$2.4M$33.7M+$1.5M
- Palo Alto NetworksPANW174,123 shares · 0.4% of their software · price −$57.5M$29.0M+$64.1M
- VeevaVEEV146,187 shares · 0.3% of their software · price −$4.8M$24.3M−$1.7M
- HubSpotHUBS70,270 shares · 0.2% of their software · price −$2.1M$19.6M+$2.1M
- ZoomZM230,850 shares · 0.2% of their software · price −$7.9M$17.3MFlat
- MorningstarMORN80,198 shares · 0.2% of their software · price −$2.4M$17.2M+$6.2M
- QualysQLYS109,785 shares · 0.2% of their software · price +$1.5M$15.7MFlat
- Block, Inc.XYZ262,701 shares · 0.2% of their software · price −$1.7M$14.7M−$2.5M
- WorkivaWK181,560 shares · 0.2% of their software · price +$2.1M$14.3MFlat
- Fair IsaacFICO30,258 shares · 0.2% of their software$12.8M+$11.5M
- BoxBOX472,281 shares · 0.1% of their software$11.7MFlat
- TenableTENB314,541 shares · 0.1% of their software · price −$3.3M$11.1MFlat
- SS&CSSNC228,049 shares · 0.1% of their software · price −$2.4M$11.1MFlat
- NutanixNTNX495,675 shares · 0.1% of their software · price +$3.1M$10.6MFlat
- PalantirPLTR1,241,257 shares · 0.1% of their software · price −$1.2M$10.2M−$1.4M
- The Trade DeskTTD162,779 shares · 0.1% of their software · price +$2.9M$9.9M+$1.3M
- NetApp, Inc.NTAP111,034 shares · 0.1% of their software$7.0M−$894K
- ACI WorldwideACIW306,571 shares · 0.1% of their software · price −$1.5M$6.6MFlat
- TeradataTDC198,604 shares · 0.1% of their software · price −$1.2M$6.4MFlat
- DynatraceDT178,088 shares · 0.1% of their software · price −$825K$6.2MFlat
- DigitalOceanDOCN156,897 shares · 0.1% of their software · price −$814K$5.7MNew · +$6.5M
- Consensus Cloud Solutions, Inc.CCSI113,663 shares · 0.1% of their software$5.6M−$13.4M
- EVERTEC, Inc.EVTC170,928 shares · 0.1% of their software · price −$945K$5.5MFlat
- VertexVERX314,858 shares · 0.1% of their software · price +$737K$4.4MFlat
- Radware Ltd.RDWR195,738 shares · 0.1% of their software$4.3MFlat
- DuolingoDUOL34,198 shares · 0.0% of their software$3.3MFlat
- CloudflareNET50,923 shares · 0.0% of their software · price +$589K$2.9M−$867K
- Uber Technologies, Inc.UBER91,470 shares · 0.0% of their software · price +$552K$2.5MFlat
- Veritone, Inc.VERI371,951 shares · 0.0% of their software$2.2MFlat
- MongoDBMDB10,565 shares · 0.0% of their software · price −$644K$2.1MFlat
- VeriSign, Inc.VRSN11,819 shares · 0.0% of their software$2.1M+$914K
- MagniteMGNI305,091 shares · 0.0% of their software · price −$705K$2.1MFlat
- CoStarCSGP23,761 shares · 0.0% of their software$1.7MFlat
- GoDaddyGDDY22,183 shares · 0.0% of their software$1.6MFlat
- YextYEXT336,211 shares · 0.0% of their software$1.5MFlat
- BroadridgeBR7,110 shares · 0.0% of their software$1.1MFlat
- Tyler TechnologiesTYL2,703 shares · 0.0% of their software$941KFlat
- Zeta GlobalZETA137,628 shares · 0.0% of their software$912KNew · +$622K
- NICENICE4,702 shares · 0.0% of their software$907KFlat
- ZscalerZS5,304 shares · 0.0% of their software$889KFlat
- BILLBILL5,481 shares · 0.0% of their software$734KFlat
- TwilioTWLO10,354 shares · 0.0% of their software$732KFlat
- PTCPTC6,674 shares · 0.0% of their software$707KFlat
- ZoomInfoZI16,116 shares · 0.0% of their software$675KFlat
- OktaOKTA9,636 shares · 0.0% of their software$555KFlat
- UnityU12,892 shares · 0.0% of their software$415KFlat
- Bentley SystemsBSY11,963 shares · 0.0% of their software$376KFlat
- GuidewireGWRE5,338 shares · 0.0% of their software$341KFlat
- WixWIX3,770 shares · 0.0% of their software$301KFlat
- Lyft, Inc.LYFT17,801 shares · 0.0% of their software$240KFlat
- RingCentralRNG5,575 shares · 0.0% of their software$225KFlat
- Grab Holdings LimitedGRAB42,544 shares · 0.0% of their software$113KFlat