Generalist · Stockholm, Sweden
Nordea Investment Management Ab
Q1 2024 · compared with Q4 2023
- Software
- $12.1B
- Weight of 13F
- 14.4%
- Names
- 88
- Net bought
- −$184M
Filed 2 May 2024 · SEC filing.
926 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
- MicrosoftMSFT10,541,318 shares · 36.5% of their software · price +$471M$4.4B−$209M
- AdobeADBE1,434,665 shares · 5.9% of their software · price −$132M$721M−$18.0M
- Automatic Data Processing, Inc.ADP2,715,382 shares · 5.6% of their software · price +$45.5M$679M+$137M
- CadenceCDNS2,040,581 shares · 5.2% of their software · price +$79.4M$636M+$39.6M
- FortinetFTNT8,795,102 shares · 4.9% of their software · price +$86.0M$599MFlat
- SalesforceCRM1,569,474 shares · 3.9% of their software · price +$59.7M$473M−$14.3M
- Check PointCHKP2,674,761 shares · 3.6% of their software · price +$30.0M$440M+$11.9M
- SynopsysSNPS749,965 shares · 3.5% of their software · price +$42.4M$431M−$198M
- ServiceNowNOW439,079 shares · 2.8% of their software · price +$24.5M$336M+$5.7M
- Fiserv, Inc.FISV2,039,960 shares · 2.7% of their software · price +$55.0M$326M−$80.3M
- OracleORCL2,551,255 shares · 2.6% of their software · price +$51.5M$320M+$80.1M
- AkamaiAKAM2,935,648 shares · 2.6% of their software · price −$28.2M$320M+$3.8M
- Roper Technologies, Inc.ROP526,434 shares · 2.4% of their software · price +$8.2M$295M−$66.9M
- Amdocs LimitedDOX2,001,111 shares · 1.5% of their software · price +$5.0M$181M−$5.1M
- VeriskVRSK745,466 shares · 1.4% of their software · price −$2.3M$175M−$3.8M
- NutanixNTNX2,612,812 shares · 1.3% of their software · price +$36.7M$162M+$99.0M
- CrowdStrikeCRWD493,652 shares · 1.3% of their software · price +$32.2M$160M−$4.3M
- Paychex, Inc.PAYX1,259,393 shares · 1.3% of their software · price +$4.6M$154M+$69.0M
- Palo Alto NetworksPANW497,100 shares · 1.2% of their software · price −$5.3M$141M+$4.7M
- WorkdayWDAY468,915 shares · 1.1% of their software · price −$1.6M$129M+$3.7M
- TrimbleTRMB2,002,618 shares · 1.0% of their software · price +$22.3M$127M−$32.5M
- IntuitINTU165,023 shares · 0.9% of their software · price +$4.1M$108M−$23.5M
- AutodeskADSK359,936 shares · 0.8% of their software · price +$6.1M$94.1M−$4.7M
- FactSetFDS194,760 shares · 0.7% of their software · price −$4.4M$88.0M+$13.1M
- The Trade DeskTTD683,642 shares · 0.5% of their software · price +$10.6M$60.2M+$5.1M
- DropboxDBX2,117,983 shares · 0.4% of their software · price −$11.0M$51.2M−$3.3M
- VeevaVEEV184,666 shares · 0.4% of their software · price +$7.2M$43.2M+$4.1M
- PaycomPAYC211,292 shares · 0.3% of their software · price −$1.6M$42.3M−$10.1M
- NetApp, Inc.NTAP303,333 shares · 0.3% of their software · price +$5.1M$32.0M−$1.2M
- DocuSignDOCU437,210 shares · 0.2% of their software$26.1M−$2.3M
- DynatraceDT490,365 shares · 0.2% of their software · price −$4.0M$22.9M−$2.4M
- PalantirPLTR870,580 shares · 0.2% of their software · price +$5.1M$20.3M−$555K
- MorningstarMORN65,167 shares · 0.2% of their software · price +$1.4M$20.1MFlat
- BroadridgeBR85,021 shares · 0.1% of their software$17.4MFlat
- Fair IsaacFICO13,473 shares · 0.1% of their software · price +$1.2M$16.9M−$604K
- Manhattan AssociatesMANH63,559 shares · 0.1% of their software · price +$2.2M$15.9M−$563K
- SS&CSSNC239,192 shares · 0.1% of their software · price +$780K$15.5MFlat
- ZoomZM229,640 shares · 0.1% of their software · price −$1.5M$15.2M−$1.1M
- TenableTENB298,744 shares · 0.1% of their software · price +$1.0M$14.9MFlat
- ZscalerZS77,318 shares · 0.1% of their software · price −$2.2M$14.9M+$10.5M
- QualysQLYS89,140 shares · 0.1% of their software · price −$2.6M$14.9MFlat
- DigitalOceanDOCN315,657 shares · 0.1% of their software$12.2MFlat
- BoxBOX422,769 shares · 0.1% of their software · price +$1.1M$12.1MFlat
- MagniteMGNI989,447 shares · 0.1% of their software · price +$1.4M$10.8MFlat
- Uber Technologies, Inc.UBER135,017 shares · 0.1% of their software · price +$2.1M$10.5MFlat
- ACI WorldwideACIW289,448 shares · 0.1% of their software · price +$755K$9.6MFlat
- EVERTEC, Inc.EVTC217,123 shares · 0.1% of their software$8.8M+$2.0M
- TeradataTDC220,234 shares · 0.1% of their software · price −$1.1M$8.6MFlat
- VeriSign, Inc.VRSN39,126 shares · 0.1% of their software · price −$644K$7.4MFlat
- MongoDBMDB18,320 shares · 0.1% of their software · price −$920K$6.6MFlat
- BlackbaudBLKB79,586 shares · 0.0% of their software · price −$1,000K$5.9MFlat
- Clear Secure, Inc.YOU239,440 shares · 0.0% of their software$5.1M+$4.0M
- Euronet Worldwide, Inc.EEFT43,379 shares · 0.0% of their software$4.8MFlat
- F5, Inc.FFIV24,554 shares · 0.0% of their software$4.7MFlat
- Shift4 Payments, Inc.FOUR68,354 shares · 0.0% of their software · price −$565K$4.6MFlat
- DatadogDDOG35,971 shares · 0.0% of their software$4.5MFlat
- SnowflakeSNOW26,854 shares · 0.0% of their software · price −$1.0M$4.4MFlat
- Intapp, Inc.INTA126,208 shares · 0.0% of their software$4.3MFlat
- AtlassianTEAM19,476 shares · 0.0% of their software · price −$833K$3.8MFlat
- Q2QTWO64,826 shares · 0.0% of their software · price +$593K$3.5M+$877K
- Block, Inc.XYZ38,862 shares · 0.0% of their software$3.3MFlat
- Five9FIVN51,739 shares · 0.0% of their software · price −$858K$3.2MNew · +$4.1M
- ElasticESTC30,829 shares · 0.0% of their software$3.1MNew · +$3.5M
- CoStarCSGP28,184 shares · 0.0% of their software$2.7MFlat
- HubSpotHUBS3,859 shares · 0.0% of their software$2.4MFlat
- Rapid7RPD45,513 shares · 0.0% of their software$2.3MFlat
- CloudflareNET19,921 shares · 0.0% of their software$1.9MFlat
- PTCPTC9,240 shares · 0.0% of their software$1.7MFlat
- Corpay, Inc.CPAY5,455 shares · 0.0% of their software$1.7MNew · +$1.5M
- Tyler TechnologiesTYL3,538 shares · 0.0% of their software$1.5MFlat
- GoDaddyGDDY11,782 shares · 0.0% of their software$1.4M−$1.2M
- UiPathPATH57,834 shares · 0.0% of their software$1.3MFlat
- OktaOKTA12,068 shares · 0.0% of their software$1.3MFlat
- Payoneer Global Inc.PAYO251,314 shares · 0.0% of their software$1.2MFlat
- Gen DigitalGEN44,237 shares · 0.0% of their software$988KFlat
- Bentley SystemsBSY15,569 shares · 0.0% of their software$814KFlat
- ToastTOST28,004 shares · 0.0% of their software$684KFlat
- TwilioTWLO11,100 shares · 0.0% of their software$679KFlat
- monday.comMNDY2,980 shares · 0.0% of their software$669KFlat
- AppLovinAPP8,958 shares · 0.0% of their software$623KNew · Flat
- WixWIX4,256 shares · 0.0% of their software$595KFlat
- Digital TurbineAPPS211,414 shares · 0.0% of their software · price −$896K$569KFlat
- PaylocityPCTY2,580 shares · 0.0% of their software$452KFlat
- UnityU16,384 shares · 0.0% of their software$447KFlat
- Grab Holdings LimitedGRAB139,798 shares · 0.0% of their software$447KFlat
- BILLBILL6,350 shares · 0.0% of their software$439KFlat
- SamsaraIOT7,995 shares · 0.0% of their software$306KNew · Flat
- Consensus Cloud Solutions, Inc.CCSI15,596 shares · 0.0% of their software$241KFlat