Generalist · Stockholm, Sweden
Nordea Investment Management Ab
Q4 2022 · compared with Q3 2022
- Software
- $8.8B
- Weight of 13F
- 13.7%
- Names
- 76
- Net bought
- +$670M
Filed 8 February 2023 · SEC filing.
943 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
- MicrosoftMSFT13,763,937 shares · 37.2% of their software · price +$95.2M$3.3B+$484M
- AdobeADBE1,675,704 shares · 6.4% of their software · price +$103M$561M+$202M
- Fiserv, Inc.FISV4,915,208 shares · 5.6% of their software · price +$36.9M$495M−$7.6M
- OracleORCL5,471,942 shares · 5.0% of their software · price +$113M$444M−$61.7M
- AkamaiAKAM5,069,226 shares · 4.9% of their software · price +$20.2M$427M−$12.0M
- SynopsysSNPS1,296,575 shares · 4.7% of their software · price +$17.9M$411MFlat
- Check PointCHKP2,813,430 shares · 4.0% of their software · price +$39.8M$353M−$49.6M
- Automatic Data Processing, Inc.ADP1,396,384 shares · 3.8% of their software · price +$17.7M$333M−$8.7M
- Roper Technologies, Inc.ROP604,354 shares · 3.0% of their software · price +$43.8M$262MFlat
- CadenceCDNS1,397,170 shares · 2.5% of their software · price −$3.9M$223M+$5.4M
- Amdocs LimitedDOX2,225,924 shares · 2.3% of their software · price +$25.5M$202MFlat
- ServiceNowNOW453,544 shares · 2.0% of their software · price +$4.8M$176M+$12.4M
- FortinetFTNT3,320,607 shares · 1.8% of their software · price −$797K$162MFlat
- TrimbleTRMB3,208,298 shares · 1.8% of their software · price −$11.9M$160M−$3.0M
- VeriskVRSK871,083 shares · 1.7% of their software · price +$5.1M$153M−$8.7M
- SalesforceCRM1,016,011 shares · 1.5% of their software · price −$11.4M$134M+$6.1M
- IntuitINTU248,879 shares · 1.1% of their software$96.0M+$3.1M
- Gen DigitalGEN3,338,042 shares · 0.8% of their software · price +$4.3M$70.3M+$12.3M
- WorkdayWDAY390,768 shares · 0.7% of their software · price +$5.9M$65.2M+$2.7M
- Paychex, Inc.PAYX557,374 shares · 0.7% of their software · price +$1.9M$64.2M−$2.3M
- F5, Inc.FFIV423,618 shares · 0.7% of their software · price −$517K$59.9M−$1.7M
- FactSetFDS142,436 shares · 0.7% of their software$57.4M+$3.3M
- SnowflakeSNOW397,332 shares · 0.6% of their software · price −$10.5M$56.7M+$24.0M
- DropboxDBX2,217,433 shares · 0.6% of their software · price +$3.7M$49.1M+$3.5M
- CrowdStrikeCRWD414,307 shares · 0.5% of their software · price −$24.7M$43.4M+$27.3M
- The Trade DeskTTD879,327 shares · 0.4% of their software · price −$13.1M$39.1M+$42.8M
- DatadogDDOG511,703 shares · 0.4% of their software · price −$7.8M$37.6M+$8.0M
- PaycomPAYC116,091 shares · 0.4% of their software · price −$2.3M$35.9M+$1.1M
- Palo Alto NetworksPANW247,529 shares · 0.4% of their software · price −$6.0M$34.3M+$12.0M
- DocuSignDOCU564,420 shares · 0.4% of their software · price +$1.1M$31.4M−$2.1M
- AutodeskADSK163,958 shares · 0.3% of their software$30.3M−$3.4M
- VeevaVEEV151,747 shares · 0.3% of their software · price −$531K$24.3M+$917K
- ZoomZM312,474 shares · 0.2% of their software · price −$1.8M$21.0M+$6.0M
- Fair IsaacFICO30,247 shares · 0.2% of their software · price +$5.6M$18.0MFlat
- MorningstarMORN77,500 shares · 0.2% of their software$16.8M−$573K
- WorkivaWK175,939 shares · 0.2% of their software · price +$1.1M$14.5MFlat
- BoxBOX460,787 shares · 0.2% of their software · price +$3.1M$14.4MFlat
- DynatraceDT345,261 shares · 0.2% of their software · price +$1.2M$13.3M+$5.8M
- NutanixNTNX482,892 shares · 0.1% of their software · price +$2.5M$12.4MFlat
- SS&CSSNC236,245 shares · 0.1% of their software · price +$1.0M$12.2MFlat
- QualysQLYS107,433 shares · 0.1% of their software · price −$2.9M$12.0MFlat
- TenableTENB307,842 shares · 0.1% of their software · price +$1.0M$11.7MFlat
- GoDaddyGDDY149,603 shares · 0.1% of their software · price +$589K$11.2M+$9.0M
- PalantirPLTR1,243,315 shares · 0.1% of their software · price −$2.1M$7.9MFlat
- VeriSign, Inc.VRSN37,234 shares · 0.1% of their software · price +$1.2M$7.6M+$4.4M
- NetApp, Inc.NTAP115,221 shares · 0.1% of their software$6.9MFlat
- ACI WorldwideACIW292,253 shares · 0.1% of their software · price +$614K$6.7MFlat
- TeradataTDC197,476 shares · 0.1% of their software · price +$513K$6.6MFlat
- EVERTEC, Inc.EVTC168,873 shares · 0.1% of their software$5.4MFlat
- VertexVERX301,177 shares · 0.0% of their software$4.4MFlat
- DigitalOceanDOCN158,548 shares · 0.0% of their software · price −$1.7M$4.0MFlat
- Radware Ltd.RDWR190,737 shares · 0.0% of their software$3.7MFlat
- MagniteMGNI289,266 shares · 0.0% of their software · price +$1.2M$3.1MFlat
- CloudflareNET50,968 shares · 0.0% of their software · price −$515K$2.3MFlat
- Uber Technologies, Inc.UBER91,447 shares · 0.0% of their software$2.2MFlat
- Block, Inc.XYZ33,882 shares · 0.0% of their software$2.1M−$12.6M
- CoStarCSGP24,391 shares · 0.0% of their software$1.9MFlat
- NICENICE7,698 shares · 0.0% of their software$1.5M+$564K
- Consensus Cloud Solutions, Inc.CCSI23,355 shares · 0.0% of their software$1.2M−$4.3M
- Zeta GlobalZETA137,628 shares · 0.0% of their software$1.1MFlat
- PTCPTC8,542 shares · 0.0% of their software$1.0MFlat
- BroadridgeBR7,110 shares · 0.0% of their software$957KFlat
- Tyler TechnologiesTYL2,575 shares · 0.0% of their software$825KFlat
- MongoDBMDB3,856 shares · 0.0% of their software$763K−$1.3M
- OktaOKTA11,073 shares · 0.0% of their software$757KFlat
- HubSpotHUBS2,570 shares · 0.0% of their software$745K−$18.3M
- BILLBILL5,762 shares · 0.0% of their software$622KFlat
- ZscalerZS5,304 shares · 0.0% of their software$589KFlat
- TwilioTWLO10,533 shares · 0.0% of their software$505KFlat
- Bentley SystemsBSY12,975 shares · 0.0% of their software$477KFlat
- ZoomInfoZI15,350 shares · 0.0% of their software$463K—
- UnityU13,938 shares · 0.0% of their software$397KFlat
- PaylocityPCTY1,885 shares · 0.0% of their software$371KNew · Flat
- ToastTOST20,594 shares · 0.0% of their software$366KNew · Flat
- WixWIX3,342 shares · 0.0% of their software$254KFlat
- Grab Holdings LimitedGRAB55,118 shares · 0.0% of their software$182KFlat