Generalist · Stockholm, Sweden
Nordea Investment Management Ab
Q3 2023 · compared with Q2 2023
- Software
- $10.5B
- Weight of 13F
- 14.6%
- Names
- 84
- Net bought
- −$270M
Filed 13 November 2023 · SEC filing.
954 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
- MicrosoftMSFT11,732,467 shares · 35.4% of their software · price −$291M$3.7B−$238M
- AdobeADBE1,923,522 shares · 9.4% of their software · price +$40.2M$992M−$303M
- SynopsysSNPS1,244,612 shares · 5.5% of their software · price +$29.3M$581M−$10.5M
- FortinetFTNT9,441,059 shares · 5.3% of their software · price −$160M$555M+$436M
- Automatic Data Processing, Inc.ADP2,025,820 shares · 4.7% of their software · price +$42.1M$492MFlat
- AkamaiAKAM4,060,115 shares · 4.1% of their software · price +$67.7M$435M−$28.6M
- Fiserv, Inc.FISV3,506,330 shares · 3.8% of their software · price −$46.2M$398M−$34.4M
- Check PointCHKP2,727,583 shares · 3.5% of their software · price +$20.9M$366MFlat
- Roper Technologies, Inc.ROP739,605 shares · 3.4% of their software · price +$2.6M$361M−$5.1M
- SalesforceCRM1,595,732 shares · 3.1% of their software · price −$13.5M$328M+$10.2M
- ServiceNowNOW437,044 shares · 2.3% of their software · price −$1.3M$247M+$2.5M
- CadenceCDNS843,002 shares · 1.9% of their software$199M−$7.2M
- OracleORCL1,782,433 shares · 1.8% of their software · price −$23.5M$189M−$27.1M
- Amdocs LimitedDOX2,109,185 shares · 1.7% of their software · price −$30.3M$181M+$3.8M
- VeriskVRSK662,550 shares · 1.5% of their software · price +$6.8M$158M+$2.9M
- TrimbleTRMB2,785,476 shares · 1.4% of their software · price +$2.6M$151M−$43.4M
- IntuitINTU205,610 shares · 1.0% of their software · price +$10.8M$107M−$10.7M
- Palo Alto NetworksPANW438,740 shares · 1.0% of their software · price −$9.2M$104M+$12.2M
- WorkdayWDAY437,563 shares · 0.9% of their software · price −$4.8M$94.7M+$7.5M
- AutodeskADSK391,824 shares · 0.8% of their software · price +$901K$82.4M+$8.0M
- FactSetFDS185,103 shares · 0.8% of their software · price +$6.8M$81.7M+$23.0M
- CrowdStrikeCRWD470,140 shares · 0.8% of their software · price +$9.6M$79.4M+$1.9M
- PaycomPAYC261,428 shares · 0.7% of their software · price −$16.2M$68.9M+$6.8M
- Gen DigitalGEN3,618,180 shares · 0.6% of their software · price −$3.1M$65.3M−$891K
- DropboxDBX2,146,895 shares · 0.6% of their software · price +$1.2M$59.1M+$3.0M
- The Trade DeskTTD465,724 shares · 0.3% of their software$36.6M+$6.2M
- VeevaVEEV155,240 shares · 0.3% of their software · price +$888K$31.9M+$1.1M
- DynatraceDT531,596 shares · 0.2% of their software · price −$2.5M$25.0M+$5.2M
- Paychex, Inc.PAYX213,367 shares · 0.2% of their software · price +$738K$24.9M−$34.4M
- NutanixNTNX548,662 shares · 0.2% of their software · price +$3.7M$19.4M+$1.7M
- NetApp, Inc.NTAP251,429 shares · 0.2% of their software$19.2M−$5.3M
- DocuSignDOCU415,623 shares · 0.2% of their software · price −$3.8M$17.6M−$6.2M
- PalantirPLTR1,056,159 shares · 0.2% of their software · price +$708K$17.0M+$2.3M
- ZoomZM237,002 shares · 0.2% of their software$16.7MFlat
- MorningstarMORN67,093 shares · 0.2% of their software · price +$2.6M$16.0MFlat
- Fair IsaacFICO16,628 shares · 0.1% of their software · price +$986K$14.8M−$3.6M
- TenableTENB307,956 shares · 0.1% of their software$13.9MFlat
- QualysQLYS90,206 shares · 0.1% of their software · price +$2.1M$13.8MFlat
- BoxBOX432,179 shares · 0.1% of their software · price −$2.2M$10.5MFlat
- TeradataTDC228,751 shares · 0.1% of their software · price −$1.9M$10.5MFlat
- VeriSign, Inc.VRSN47,422 shares · 0.1% of their software · price −$1.1M$9.7M−$2.7M
- DigitalOceanDOCN324,168 shares · 0.1% of their software · price −$5.2M$7.9MFlat
- MagniteMGNI1,014,547 shares · 0.1% of their software · price −$6.2M$7.7MFlat
- VertexVERX303,499 shares · 0.1% of their software · price +$1.1M$7.1MFlat
- ACI WorldwideACIW299,298 shares · 0.1% of their software$6.8MFlat
- SnowflakeSNOW41,429 shares · 0.1% of their software · price −$962K$6.4M−$1.3M
- EVERTEC, Inc.EVTC172,278 shares · 0.1% of their software$6.4MFlat
- SS&CSSNC106,937 shares · 0.1% of their software · price −$862K$5.7M+$5.6M
- Uber Technologies, Inc.UBER121,317 shares · 0.1% of their software$5.6MFlat
- BlackbaudBLKB74,990 shares · 0.1% of their software$5.3M+$745K
- F5, Inc.FFIV29,930 shares · 0.0% of their software$4.8M−$49.3M
- Intapp, Inc.INTA130,893 shares · 0.0% of their software · price −$1.1M$4.4MFlat
- AtlassianTEAM20,958 shares · 0.0% of their software · price +$706K$4.2M−$605K
- Shift4 Payments, Inc.FOUR69,749 shares · 0.0% of their software · price −$875K$3.9M+$2.3M
- Euronet Worldwide, Inc.EEFT45,042 shares · 0.0% of their software · price −$1.7M$3.6M+$3.2M
- DatadogDDOG36,812 shares · 0.0% of their software$3.4M−$656K
- CloudflareNET36,578 shares · 0.0% of their software$2.4MFlat
- Rapid7RPD46,251 shares · 0.0% of their software$2.2MNew · +$2.1M
- GoDaddyGDDY28,461 shares · 0.0% of their software$2.1M−$7.1M
- Radware Ltd.RDWR128,140 shares · 0.0% of their software$2.1MFlat
- CoStarCSGP26,155 shares · 0.0% of their software$2.0MFlat
- BroadridgeBR10,938 shares · 0.0% of their software$2.0M+$585K
- MongoDBMDB4,685 shares · 0.0% of their software$1.7MFlat
- Block, Inc.XYZ34,552 shares · 0.0% of their software · price −$771K$1.5MFlat
- Payoneer Global Inc.PAYO252,964 shares · 0.0% of their software$1.5MFlat
- HubSpotHUBS3,050 shares · 0.0% of their software$1.5MFlat
- Digital TurbineAPPS224,464 shares · 0.0% of their software · price −$725K$1.4MFlat
- PTCPTC8,598 shares · 0.0% of their software$1.2MFlat
- PaylocityPCTY6,280 shares · 0.0% of their software$1.2M+$767K
- UiPathPATH60,480 shares · 0.0% of their software$1.0M+$732K
- NICENICE6,022 shares · 0.0% of their software$1.0MFlat
- Tyler TechnologiesTYL2,485 shares · 0.0% of their software$983KFlat
- OktaOKTA10,787 shares · 0.0% of their software$895KFlat
- Manhattan AssociatesMANH4,223 shares · 0.0% of their software$842KNew · +$844K
- ZscalerZS5,289 shares · 0.0% of their software$839KFlat
- Bentley SystemsBSY14,423 shares · 0.0% of their software$733KFlat
- BILLBILL6,350 shares · 0.0% of their software$692KFlat
- TwilioTWLO10,327 shares · 0.0% of their software$612KFlat
- ToastTOST28,004 shares · 0.0% of their software$531KFlat
- UnityU16,384 shares · 0.0% of their software$519KFlat
- Consensus Cloud Solutions, Inc.CCSI17,841 shares · 0.0% of their software$445KFlat
- Grab Holdings LimitedGRAB123,052 shares · 0.0% of their software$437KFlat
- WixWIX3,342 shares · 0.0% of their software$310KFlat
- ZoomInfoZI17,208 shares · 0.0% of their software$286KFlat