Generalist · Stockholm, Sweden
Nordea Investment Management Ab
Q4 2023 · compared with Q3 2023
- Software
- $11.4B
- Weight of 13F
- 14.5%
- Names
- 85
- Net bought
- −$472M
Filed 10 January 2024 · SEC filing.
941 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
- MicrosoftMSFT11,096,033 shares · 36.5% of their software · price +$669M$4.2B−$201M
- AdobeADBE1,464,885 shares · 7.7% of their software · price +$127M$874M−$234M
- SynopsysSNPS1,133,970 shares · 5.1% of their software · price +$63.4M$583M−$50.8M
- FortinetFTNT8,859,457 shares · 4.5% of their software · price −$1.3M$519M−$34.1M
- CadenceCDNS1,895,230 shares · 4.5% of their software · price +$72.2M$516M+$247M
- Automatic Data Processing, Inc.ADP2,125,551 shares · 4.3% of their software · price −$16.2M$495M+$24.0M
- SalesforceCRM1,623,983 shares · 3.8% of their software · price +$98.0M$429M+$5.7M
- Check PointCHKP2,596,912 shares · 3.5% of their software · price +$50.7M$395M−$17.4M
- Roper Technologies, Inc.ROP649,110 shares · 3.1% of their software · price +$39.5M$355M−$43.8M
- Fiserv, Inc.FISV2,644,240 shares · 3.1% of their software · price +$52.6M$352M−$97.4M
- AkamaiAKAM2,903,648 shares · 3.0% of their software · price +$34.3M$343M−$123M
- ServiceNowNOW431,055 shares · 2.7% of their software · price +$63.6M$304M−$3.3M
- OracleORCL1,791,505 shares · 1.7% of their software · price −$878K$188MFlat
- VeriskVRSK761,430 shares · 1.6% of their software · price +$2.0M$182M+$23.4M
- Amdocs LimitedDOX2,058,800 shares · 1.6% of their software · price +$7.0M$180M−$4.3M
- Palo Alto NetworksPANW481,324 shares · 1.2% of their software · price +$29.1M$141M+$10.0M
- TrimbleTRMB2,612,897 shares · 1.2% of their software · price −$1.7M$139M−$9.3M
- CrowdStrikeCRWD510,362 shares · 1.1% of their software · price +$44.9M$130M+$6.7M
- IntuitINTU202,561 shares · 1.1% of their software · price +$23.1M$127M−$1.6M
- WorkdayWDAY455,413 shares · 1.1% of their software · price +$27.9M$125M+$3.8M
- AutodeskADSK379,342 shares · 0.8% of their software · price +$13.9M$92.6M−$2.6M
- Paychex, Inc.PAYX680,257 shares · 0.7% of their software · price +$2.6M$80.8M+$53.8M
- FactSetFDS167,340 shares · 0.7% of their software · price +$6.7M$79.8M−$7.8M
- DropboxDBX2,228,624 shares · 0.6% of their software · price +$5.0M$65.9M+$2.2M
- PaycomPAYC260,122 shares · 0.5% of their software · price −$13.7M$53.8MFlat
- The Trade DeskTTD613,441 shares · 0.4% of their software · price −$3.8M$44.2M+$11.5M
- VeevaVEEV163,247 shares · 0.3% of their software · price −$1.8M$31.7M+$1.6M
- DynatraceDT534,840 shares · 0.3% of their software · price +$4.3M$29.4MFlat
- DocuSignDOCU476,656 shares · 0.2% of their software · price +$8.3M$28.5M+$2.6M
- NetApp, Inc.NTAP317,073 shares · 0.2% of their software · price +$3.9M$27.9M+$5.0M
- NutanixNTNX536,435 shares · 0.2% of their software · price +$6.9M$25.5MFlat
- MorningstarMORN65,606 shares · 0.2% of their software · price +$3.4M$18.8MFlat
- ZoomZM244,351 shares · 0.2% of their software$17.7M+$514K
- BroadridgeBR85,325 shares · 0.2% of their software · price +$2.3M$17.6M+$13.3M
- QualysQLYS88,183 shares · 0.2% of their software · price +$3.9M$17.3MFlat
- Fair IsaacFICO13,992 shares · 0.1% of their software · price +$4.1M$16.3M−$2.3M
- PalantirPLTR902,906 shares · 0.1% of their software · price +$1.1M$15.5M−$2.5M
- SS&CSSNC242,712 shares · 0.1% of their software · price +$2.1M$14.8M+$7.1M
- Manhattan AssociatesMANH66,176 shares · 0.1% of their software · price +$1.2M$14.3M+$12.2M
- TenableTENB300,222 shares · 0.1% of their software$13.9MFlat
- DigitalOceanDOCN317,314 shares · 0.1% of their software · price +$4.0M$11.7MFlat
- BoxBOX423,722 shares · 0.1% of their software · price +$593K$10.9MFlat
- TeradataTDC223,492 shares · 0.1% of their software$9.8MFlat
- MagniteMGNI990,673 shares · 0.1% of their software · price +$1.8M$9.3MFlat
- ACI WorldwideACIW290,880 shares · 0.1% of their software · price +$2.3M$8.9MFlat
- VeriSign, Inc.VRSN40,474 shares · 0.1% of their software$8.3M−$1.4M
- Uber Technologies, Inc.UBER126,969 shares · 0.1% of their software · price +$2.0M$7.9MFlat
- MongoDBMDB18,657 shares · 0.1% of their software · price +$1.2M$7.7M+$4.8M
- BlackbaudBLKB80,256 shares · 0.1% of their software · price +$1.3M$7.0MFlat
- EVERTEC, Inc.EVTC168,008 shares · 0.1% of their software · price +$632K$6.9MFlat
- ZscalerZS29,803 shares · 0.1% of their software · price +$2.0M$6.6M+$3.8M
- SnowflakeSNOW26,361 shares · 0.0% of their software · price +$1.2M$5.3M−$2.3M
- Shift4 Payments, Inc.FOUR68,870 shares · 0.0% of their software · price +$1.3M$5.1MFlat
- Intapp, Inc.INTA127,232 shares · 0.0% of their software · price +$573K$4.9MFlat
- AtlassianTEAM19,509 shares · 0.0% of their software · price +$709K$4.7MFlat
- F5, Inc.FFIV25,518 shares · 0.0% of their software$4.6M−$711K
- Euronet Worldwide, Inc.EEFT43,719 shares · 0.0% of their software · price +$967K$4.4MFlat
- DatadogDDOG33,507 shares · 0.0% of their software · price +$1.0M$4.1MFlat
- Block, Inc.XYZ37,424 shares · 0.0% of their software · price +$1.2M$2.9MFlat
- Rapid7RPD45,855 shares · 0.0% of their software · price +$519K$2.6MFlat
- GoDaddyGDDY23,461 shares · 0.0% of their software · price +$743K$2.5MFlat
- CoStarCSGP26,760 shares · 0.0% of their software$2.3MFlat
- Radware Ltd.RDWR122,235 shares · 0.0% of their software$2.0MFlat
- Q2QTWO44,631 shares · 0.0% of their software$1.9MNew · +$1.4M
- HubSpotHUBS3,091 shares · 0.0% of their software$1.8MFlat
- PTCPTC8,918 shares · 0.0% of their software$1.6MFlat
- CloudflareNET18,657 shares · 0.0% of their software$1.6M−$1.1M
- UiPathPATH59,390 shares · 0.0% of their software$1.5MFlat
- Digital TurbineAPPS211,414 shares · 0.0% of their software$1.5MFlat
- Payoneer Global Inc.PAYO251,314 shares · 0.0% of their software$1.3MFlat
- Tyler TechnologiesTYL2,600 shares · 0.0% of their software$1.1MFlat
- Gen DigitalGEN45,455 shares · 0.0% of their software$1.0M−$63.2M
- OktaOKTA11,433 shares · 0.0% of their software$1.0MFlat
- NICENICE5,022 shares · 0.0% of their software$1.0MFlat
- Clear Secure, Inc.YOU45,551 shares · 0.0% of their software$943KNew · +$867K
- TwilioTWLO11,100 shares · 0.0% of their software$847KFlat
- Bentley SystemsBSY14,423 shares · 0.0% of their software$756KFlat
- UnityU16,384 shares · 0.0% of their software$665KFlat
- BILLBILL6,350 shares · 0.0% of their software$525KFlat
- ToastTOST28,004 shares · 0.0% of their software$513KFlat
- Grab Holdings LimitedGRAB139,798 shares · 0.0% of their software$474KFlat
- WixWIX3,792 shares · 0.0% of their software$472KFlat
- PaylocityPCTY2,580 shares · 0.0% of their software$426K−$672K
- Consensus Cloud Solutions, Inc.CCSI15,596 shares · 0.0% of their software$416KFlat
- monday.comMNDY1,596 shares · 0.0% of their software$302KNew · Flat