Generalist · Stockholm, Sweden
Nordea Investment Management Ab
Q2 2023 · compared with Q1 2023
- Software
- $11.1B
- Weight of 13F
- 15.2%
- Names
- 82
- Net bought
- −$509M
Filed 7 July 2023 · SEC filing.
952 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
- MicrosoftMSFT12,430,277 shares · 38.2% of their software · price +$649M$4.2B−$545M
- AdobeADBE2,543,994 shares · 11.2% of their software · price +$264M$1.2B+$260M
- SynopsysSNPS1,268,678 shares · 5.0% of their software · price +$62.4M$552M−$12.7M
- Fiserv, Inc.FISV3,778,919 shares · 4.3% of their software · price +$49.6M$475M−$83.0M
- Automatic Data Processing, Inc.ADP2,031,252 shares · 4.0% of their software · price −$5.8M$446M+$112M
- AkamaiAKAM4,378,134 shares · 3.6% of their software · price +$50.7M$396M−$53.9M
- Roper Technologies, Inc.ROP750,292 shares · 3.2% of their software · price +$30.1M$359M+$41.6M
- Check PointCHKP2,720,090 shares · 3.1% of their software · price −$11.9M$349M+$9.7M
- SalesforceCRM1,547,360 shares · 3.0% of their software · price +$17.8M$329M+$47.9M
- FortinetFTNT3,675,885 shares · 2.5% of their software · price +$33.6M$278MFlat
- OracleORCL2,009,790 shares · 2.2% of their software · price +$52.6M$242M−$250M
- ServiceNowNOW432,548 shares · 2.2% of their software · price +$42.1M$242M−$4.3M
- Amdocs LimitedDOX2,070,733 shares · 1.9% of their software · price +$5.8M$205M+$17.2M
- CadenceCDNS873,524 shares · 1.8% of their software · price +$21.3M$204M−$32.7M
- TrimbleTRMB3,605,723 shares · 1.7% of their software · price +$1.9M$193M+$22.0M
- VeriskVRSK649,602 shares · 1.3% of their software · price +$22.2M$147M−$4.9M
- IntuitINTU228,957 shares · 0.9% of their software · price +$2.8M$105M+$1.3M
- Palo Alto NetworksPANW391,018 shares · 0.9% of their software · price +$21.8M$99.4M+$23.4M
- WorkdayWDAY404,342 shares · 0.8% of their software · price +$7.8M$92.9M+$2.0M
- PaycomPAYC240,333 shares · 0.7% of their software · price +$4.1M$76.0M+$35.6M
- AutodeskADSK352,755 shares · 0.7% of their software · price −$1.3M$73.1M+$34.2M
- Gen DigitalGEN3,666,216 shares · 0.6% of their software · price +$5.1M$67.9M+$12.0M
- CrowdStrikeCRWD456,925 shares · 0.6% of their software · price +$4.4M$67.2MFlat
- Paychex, Inc.PAYX520,533 shares · 0.5% of their software · price −$1.4M$58.0M−$4.8M
- DropboxDBX2,032,948 shares · 0.5% of their software · price +$10.3M$54.5M−$1.3M
- F5, Inc.FFIV366,851 shares · 0.5% of their software$54.1M−$7.6M
- FactSetFDS127,601 shares · 0.5% of their software · price −$1.8M$50.9M−$4.2M
- The Trade DeskTTD384,836 shares · 0.3% of their software · price +$6.3M$30.2M−$28.1M
- VeevaVEEV149,532 shares · 0.3% of their software · price +$2.1M$29.8M−$2.6M
- DocuSignDOCU536,710 shares · 0.3% of their software · price −$3.9M$27.9M+$1.0M
- NetApp, Inc.NTAP321,167 shares · 0.2% of their software · price +$4.0M$24.6M+$12.7M
- DynatraceDT429,910 shares · 0.2% of their software · price +$3.9M$22.1M+$2.5M
- Fair IsaacFICO21,029 shares · 0.2% of their software · price +$2.2M$17.1M−$4.7M
- ZoomZM239,518 shares · 0.1% of their software · price −$1.4M$16.3MFlat
- MagniteMGNI1,014,367 shares · 0.1% of their software · price +$4.5M$14.1MFlat
- PalantirPLTR903,585 shares · 0.1% of their software · price +$6.2M$14.0M−$2.2M
- TenableTENB312,350 shares · 0.1% of their software · price −$1.2M$13.8M+$518K
- NutanixNTNX487,012 shares · 0.1% of their software · price +$1.0M$13.5M+$617K
- VeriSign, Inc.VRSN59,500 shares · 0.1% of their software · price +$871K$13.4MFlat
- DigitalOceanDOCN324,639 shares · 0.1% of their software$13.1MFlat
- MorningstarMORN67,251 shares · 0.1% of their software$13.0M−$1.7M
- BoxBOX433,145 shares · 0.1% of their software · price +$1.1M$12.8MFlat
- TeradataTDC229,868 shares · 0.1% of their software · price +$3.0M$12.2M+$1.8M
- QualysQLYS90,501 shares · 0.1% of their software$11.8M−$1.7M
- GoDaddyGDDY122,704 shares · 0.1% of their software$9.2M−$2.1M
- SnowflakeSNOW48,895 shares · 0.1% of their software · price +$1.1M$8.8M−$57.4M
- ACI WorldwideACIW302,262 shares · 0.1% of their software · price −$1.2M$7.1M+$599K
- EVERTEC, Inc.EVTC173,826 shares · 0.1% of their software · price +$535K$6.4M+$531K
- VertexVERX306,953 shares · 0.1% of their software$6.1MFlat
- Intapp, Inc.INTA130,252 shares · 0.0% of their software$5.5MNew · +$5.8M
- Uber Technologies, Inc.UBER122,879 shares · 0.0% of their software · price +$1.4M$5.3M+$900K
- BlackbaudBLKB64,517 shares · 0.0% of their software$4.6MFlat
- DatadogDDOG43,481 shares · 0.0% of their software · price +$1.1M$4.3M−$40.1M
- AtlassianTEAM24,562 shares · 0.0% of their software$4.1MFlat
- Radware Ltd.RDWR131,823 shares · 0.0% of their software$2.6M−$1.1M
- CloudflareNET39,589 shares · 0.0% of their software$2.6MFlat
- CoStarCSGP27,157 shares · 0.0% of their software · price +$547K$2.5MFlat
- Shift4 Payments, Inc.FOUR35,697 shares · 0.0% of their software$2.4MNew · +$2.7M
- Block, Inc.XYZ35,132 shares · 0.0% of their software$2.3MFlat
- Digital TurbineAPPS224,603 shares · 0.0% of their software · price −$692K$2.1M−$963K
- Euronet Worldwide, Inc.EEFT18,113 shares · 0.0% of their software$2.1MNew · +$2.0M
- MongoDBMDB4,377 shares · 0.0% of their software · price +$779K$1.8MFlat
- HubSpotHUBS3,050 shares · 0.0% of their software$1.6MFlat
- Payoneer Global Inc.PAYO258,655 shares · 0.0% of their software$1.3MNew · +$1.6M
- NICENICE6,022 shares · 0.0% of their software$1.3MFlat
- BroadridgeBR7,408 shares · 0.0% of their software$1.2MFlat
- PTCPTC8,448 shares · 0.0% of their software$1.2MFlat
- Tyler TechnologiesTYL2,485 shares · 0.0% of their software$1.0MFlat
- SS&CSSNC14,457 shares · 0.0% of their software$871KFlat
- Bentley SystemsBSY14,423 shares · 0.0% of their software$779KFlat
- OktaOKTA11,073 shares · 0.0% of their software$779KFlat
- ZscalerZS5,153 shares · 0.0% of their software$762KFlat
- BILLBILL6,350 shares · 0.0% of their software$744KFlat
- TwilioTWLO11,045 shares · 0.0% of their software$712KFlat
- ToastTOST28,004 shares · 0.0% of their software$642KFlat
- UnityU13,769 shares · 0.0% of their software$604KFlat
- Consensus Cloud Solutions, Inc.CCSI18,407 shares · 0.0% of their software$559KFlat
- ZoomInfoZI17,208 shares · 0.0% of their software$446K—
- Grab Holdings LimitedGRAB123,052 shares · 0.0% of their software$413KFlat
- PaylocityPCTY2,123 shares · 0.0% of their software$382KFlat
- UiPathPATH16,284 shares · 0.0% of their software$276KNew · Flat
- WixWIX3,342 shares · 0.0% of their software$263KFlat