Generalist · Stockholm, Sweden
Nordea Investment Management Ab
Q1 2023 · compared with Q4 2022
- Software
- $10.1B
- Weight of 13F
- 14.7%
- Names
- 79
- Net bought
- +$60.5M
Filed 19 April 2023 · 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
- MicrosoftMSFT14,318,966 shares · 40.3% of their software · price +$694M$4.1B+$133M
- AdobeADBE1,870,202 shares · 7.1% of their software · price +$91.3M$715M+$65.5M
- Fiserv, Inc.FISV4,512,905 shares · 5.1% of their software · price +$54.0M$513M−$40.7M
- SynopsysSNPS1,301,642 shares · 4.9% of their software · price +$87.2M$493MFlat
- OracleORCL4,696,343 shares · 4.3% of their software · price +$52.5M$429M−$63.4M
- AkamaiAKAM5,066,332 shares · 3.9% of their software · price −$30.4M$390MFlat
- Check PointCHKP2,645,370 shares · 3.4% of their software · price +$10.2M$340M−$21.2M
- Automatic Data Processing, Inc.ADP1,526,053 shares · 3.3% of their software · price −$24.8M$336M+$31.0M
- Roper Technologies, Inc.ROP655,899 shares · 2.9% of their software · price +$5.6M$288M+$22.3M
- SalesforceCRM1,307,574 shares · 2.6% of their software · price +$87.9M$259M+$38.7M
- FortinetFTNT3,671,074 shares · 2.4% of their software · price +$64.5M$243M+$17.1M
- CadenceCDNS1,029,038 shares · 2.1% of their software · price +$50.9M$214M−$59.1M
- ServiceNowNOW441,813 shares · 2.0% of their software · price +$33.8M$199M−$4.6M
- Amdocs LimitedDOX1,891,579 shares · 1.8% of their software · price +$9.7M$180M−$30.4M
- TrimbleTRMB3,186,328 shares · 1.6% of their software · price +$5.9M$165MFlat
- VeriskVRSK674,895 shares · 1.3% of their software · price +$10.4M$130M−$34.6M
- IntuitINTU225,968 shares · 1.0% of their software · price +$12.8M$101M−$8.9M
- WorkdayWDAY394,730 shares · 0.8% of their software · price +$15.5M$79.8M+$663K
- Paychex, Inc.PAYX561,986 shares · 0.6% of their software · price −$545K$64.3MFlat
- CrowdStrikeCRWD453,439 shares · 0.6% of their software · price +$14.5M$61.2M+$4.1M
- SnowflakeSNOW420,854 shares · 0.6% of their software · price +$4.5M$60.9M+$3.4M
- F5, Inc.FFIV418,984 shares · 0.6% of their software · price +$913K$60.2M−$665K
- FactSetFDS137,792 shares · 0.6% of their software · price +$1.9M$57.0M−$1.9M
- Palo Alto NetworksPANW273,794 shares · 0.5% of their software · price +$16.5M$53.9M+$3.7M
- The Trade DeskTTD845,489 shares · 0.5% of their software · price +$13.6M$50.9M−$1.5M
- Gen DigitalGEN2,967,444 shares · 0.5% of their software · price −$12.7M$49.6M−$7.9M
- DropboxDBX2,094,525 shares · 0.4% of their software · price −$1.6M$44.4M−$2.8M
- DatadogDDOG595,925 shares · 0.4% of their software · price −$501K$42.4M+$6.2M
- AutodeskADSK188,305 shares · 0.4% of their software · price +$4.0M$38.4M+$4.5M
- PaycomPAYC123,217 shares · 0.4% of their software · price −$776K$36.8M+$2.2M
- VeevaVEEV163,690 shares · 0.3% of their software · price +$3.7M$29.8M+$1.9M
- DocuSignDOCU519,327 shares · 0.3% of their software · price +$1.5M$29.5M−$2.5M
- Fair IsaacFICO27,726 shares · 0.2% of their software · price +$2.9M$19.4M−$1.5M
- ZoomZM236,969 shares · 0.2% of their software · price +$1.4M$17.3M−$5.1M
- DynatraceDT371,858 shares · 0.2% of their software · price +$1.5M$15.4M+$1.0M
- MorningstarMORN75,519 shares · 0.1% of their software · price −$1.0M$15.1MFlat
- TenableTENB301,445 shares · 0.1% of their software · price +$2.8M$13.9MFlat
- QualysQLYS103,877 shares · 0.1% of their software · price +$1.8M$13.3MFlat
- DigitalOceanDOCN337,175 shares · 0.1% of their software · price +$4.6M$12.8M+$4.5M
- VeriSign, Inc.VRSN59,973 shares · 0.1% of their software$12.5M+$4.7M
- BoxBOX449,327 shares · 0.1% of their software · price −$2.0M$11.8MFlat
- NutanixNTNX463,254 shares · 0.1% of their software$11.8M−$512K
- GoDaddyGDDY149,904 shares · 0.1% of their software$11.5MFlat
- WorkivaWK106,312 shares · 0.1% of their software · price +$2.0M$10.7M−$5.8M
- MagniteMGNI1,046,227 shares · 0.1% of their software · price −$1.4M$9.6M+$8.0M
- PalantirPLTR1,164,212 shares · 0.1% of their software · price +$2.4M$9.5M−$508K
- NetApp, Inc.NTAP122,928 shares · 0.1% of their software$7.7MFlat
- ACI WorldwideACIW280,053 shares · 0.1% of their software · price +$1.1M$7.4MFlat
- TeradataTDC184,379 shares · 0.1% of their software · price +$1.2M$7.3MFlat
- VertexVERX299,710 shares · 0.1% of their software · price +$1.9M$6.2MFlat
- EVERTEC, Inc.EVTC158,102 shares · 0.1% of their software$5.3MFlat
- AtlassianTEAM25,273 shares · 0.0% of their software · price +$1.1M$4.2MNew · +$3.3M
- BlackbaudBLKB61,285 shares · 0.0% of their software · price +$640K$4.2MNew · +$3.6M
- SentinelOneS264,114 shares · 0.0% of their software$4.1MNew · +$3.9M
- Radware Ltd.RDWR182,457 shares · 0.0% of their software$3.9MFlat
- Digital TurbineAPPS302,482 shares · 0.0% of their software · price −$871K$3.7MNew · +$4.6M
- Uber Technologies, Inc.UBER94,493 shares · 0.0% of their software · price +$659K$3.0MFlat
- CloudflareNET45,712 shares · 0.0% of their software · price +$752K$2.7MFlat
- Block, Inc.XYZ33,879 shares · 0.0% of their software$2.4MFlat
- NICENICE8,198 shares · 0.0% of their software$1.9MFlat
- CoStarCSGP27,157 shares · 0.0% of their software$1.8MFlat
- HubSpotHUBS2,748 shares · 0.0% of their software$1.2MFlat
- BroadridgeBR7,408 shares · 0.0% of their software$1.1MFlat
- PTCPTC8,448 shares · 0.0% of their software$1.1MFlat
- OktaOKTA11,073 shares · 0.0% of their software$944KFlat
- MongoDBMDB4,174 shares · 0.0% of their software$927KFlat
- Tyler TechnologiesTYL2,485 shares · 0.0% of their software$869KFlat
- SS&CSSNC14,457 shares · 0.0% of their software$806K−$11.5M
- Consensus Cloud Solutions, Inc.CCSI23,320 shares · 0.0% of their software$781KFlat
- TwilioTWLO11,045 shares · 0.0% of their software$709KFlat
- ZscalerZS5,153 shares · 0.0% of their software$589KFlat
- BILLBILL5,883 shares · 0.0% of their software$461KFlat
- Bentley SystemsBSY10,844 shares · 0.0% of their software$461KFlat
- ToastTOST24,852 shares · 0.0% of their software$426KFlat
- UnityU13,769 shares · 0.0% of their software$412KFlat
- ZoomInfoZI15,286 shares · 0.0% of their software$374KFlat
- PaylocityPCTY1,885 shares · 0.0% of their software$373KFlat
- WixWIX3,342 shares · 0.0% of their software$324KFlat
- Grab Holdings LimitedGRAB65,673 shares · 0.0% of their software$194KFlat