Generalist · Stockholm, Sweden
Nordea Investment Management Ab
Q2 2024 · compared with Q1 2024
- Software
- $12.8B
- Weight of 13F
- 15.0%
- Names
- 86
- Net bought
- +$384M
Filed 8 August 2024 · SEC filing.
908 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
- MicrosoftMSFT11,024,796 shares · 39.2% of their software · price +$289M$5.0B+$203M
- AdobeADBE1,519,475 shares · 6.6% of their software · price +$77.4M$839M+$42.8M
- CadenceCDNS2,314,006 shares · 5.6% of their software · price −$8.2M$719M+$85.1M
- Automatic Data Processing, Inc.ADP2,315,857 shares · 4.4% of their software · price −$25.6M$557M−$99.8M
- FortinetFTNT8,985,440 shares · 4.3% of their software · price −$72.2M$543M+$13.0M
- SynopsysSNPS832,878 shares · 3.9% of their software · price +$19.6M$504M+$47.4M
- SalesforceCRM1,953,823 shares · 3.9% of their software · price −$86.1M$504M+$116M
- ServiceNowNOW493,418 shares · 3.0% of their software · price +$12.0M$387M+$41.4M
- Check PointCHKP2,349,983 shares · 3.0% of their software · price +$2.3M$384M−$53.3M
- Fiserv, Inc.FISV2,132,381 shares · 2.5% of their software · price −$23.0M$317M+$14.8M
- OracleORCL2,097,766 shares · 2.3% of their software · price +$32.7M$299M−$57.0M
- Roper Technologies, Inc.ROP511,134 shares · 2.3% of their software · price +$1.4M$291M−$8.6M
- CrowdStrikeCRWD586,044 shares · 1.8% of their software · price +$36.7M$228M+$29.6M
- Paychex, Inc.PAYX1,846,995 shares · 1.7% of their software · price −$7.8M$220M+$72.2M
- Palo Alto NetworksPANW566,516 shares · 1.5% of their software · price +$31.1M$193M+$19.7M
- AkamaiAKAM2,138,930 shares · 1.5% of their software · price −$40.0M$192M−$86.7M
- VeriskVRSK707,218 shares · 1.5% of their software · price +$23.9M$192M−$9.0M
- NutanixNTNX3,012,111 shares · 1.3% of their software · price −$14.7M$172M+$24.6M
- IntuitINTU212,764 shares · 1.1% of their software · price +$1.5M$141M+$31.0M
- WorkdayWDAY573,574 shares · 1.0% of their software · price −$28.2M$129M+$28.5M
- Amdocs LimitedDOX1,574,294 shares · 1.0% of their software · price −$18.0M$123M−$38.6M
- TrimbleTRMB1,957,595 shares · 0.9% of their software · price −$16.5M$110M−$2.9M
- FactSetFDS262,351 shares · 0.8% of their software · price −$12.1M$108M+$30.7M
- The Trade DeskTTD769,826 shares · 0.6% of their software · price +$7.9M$74.9M+$7.5M
- ZscalerZS203,261 shares · 0.3% of their software$39.1M+$24.3M
- VeevaVEEV207,026 shares · 0.3% of their software · price −$10.1M$38.4M+$5.2M
- Fair IsaacFICO24,326 shares · 0.3% of their software · price +$5.8M$36.8M+$13.6M
- NetApp, Inc.NTAP264,717 shares · 0.3% of their software · price +$6.3M$34.3M−$4.1M
- DocuSignDOCU584,385 shares · 0.2% of their software · price −$3.5M$31.3M+$8.8M
- Manhattan AssociatesMANH116,326 shares · 0.2% of their software$29.2M+$13.2M
- PalantirPLTR970,555 shares · 0.2% of their software · price +$2.3M$24.8M+$2.3M
- PaycomPAYC166,754 shares · 0.2% of their software · price −$9.3M$23.7M−$8.9M
- DynatraceDT484,941 shares · 0.2% of their software · price −$824K$21.6MFlat
- MorningstarMORN58,474 shares · 0.1% of their software · price −$732K$17.3M−$2.1M
- BroadridgeBR84,526 shares · 0.1% of their software · price −$664K$16.8MFlat
- ZoomZM254,011 shares · 0.1% of their software · price −$1.6M$14.9M+$1.6M
- SS&CSSNC237,839 shares · 0.1% of their software$14.9MFlat
- F5, Inc.FFIV76,308 shares · 0.1% of their software · price −$1.3M$13.1M+$9.8M
- MagniteMGNI903,574 shares · 0.1% of their software · price +$2.3M$11.7M−$923K
- TenableTENB253,392 shares · 0.1% of their software · price −$1.5M$10.9M−$2.2M
- QualysQLYS75,212 shares · 0.1% of their software · price −$1.8M$10.7M−$2.3M
- Uber Technologies, Inc.UBER144,998 shares · 0.1% of their software · price −$625K$10.6M+$768K
- VeriSign, Inc.VRSN56,526 shares · 0.1% of their software · price −$662K$10.1M+$3.3M
- ACI WorldwideACIW245,842 shares · 0.1% of their software · price +$1.6M$9.6M−$1.4M
- BoxBOX358,396 shares · 0.1% of their software · price −$674K$9.4M−$1.8M
- DigitalOceanDOCN269,408 shares · 0.1% of their software · price −$924K$9.3M−$1.8M
- Euronet Worldwide, Inc.EEFT71,593 shares · 0.1% of their software$7.6M+$3.1M
- Clear Secure, Inc.YOU354,529 shares · 0.1% of their software · price −$908K$6.7M+$2.4M
- TeradataTDC188,039 shares · 0.1% of their software · price −$773K$6.5M−$1.2M
- AppLovinAPP78,081 shares · 0.1% of their software · price +$1.1M$6.5M+$4.8M
- DatadogDDOG46,069 shares · 0.0% of their software$6.0M+$1.2M
- Five9FIVN120,329 shares · 0.0% of their software · price −$2.2M$5.2M+$4.3M
- PegasystemsPEGA85,207 shares · 0.0% of their software$5.1MNew · +$5.5M
- Shift4 Payments, Inc.FOUR58,849 shares · 0.0% of their software$4.4M−$628K
- Q2QTWO72,057 shares · 0.0% of their software · price +$560K$4.3MFlat
- AtlassianTEAM24,341 shares · 0.0% of their software$4.3M+$949K
- Intapp, Inc.INTA108,345 shares · 0.0% of their software$3.9M−$613K
- AutodeskADSK15,934 shares · 0.0% of their software$3.9M−$89.6M
- UiPathPATH300,507 shares · 0.0% of their software · price −$3.0M$3.8M+$5.5M
- ElasticESTC28,788 shares · 0.0% of their software$3.3MFlat
- CloudflareNET37,398 shares · 0.0% of their software · price −$524K$3.1M+$1.7M
- SnowflakeSNOW22,624 shares · 0.0% of their software · price −$600K$3.1M−$684K
- OktaOKTA31,860 shares · 0.0% of their software$3.0M+$2.1M
- MongoDBMDB11,467 shares · 0.0% of their software · price −$1.2M$2.9M−$2.5M
- Block, Inc.XYZ40,862 shares · 0.0% of their software · price −$821K$2.6MFlat
- HubSpotHUBS3,962 shares · 0.0% of their software$2.3MFlat
- CoStarCSGP30,738 shares · 0.0% of their software · price −$690K$2.3MFlat
- Tyler TechnologiesTYL3,751 shares · 0.0% of their software$1.9MFlat
- PTCPTC9,605 shares · 0.0% of their software$1.8MFlat
- GoDaddyGDDY12,501 shares · 0.0% of their software$1.7MFlat
- Rapid7RPD39,537 shares · 0.0% of their software$1.7MFlat
- Strategy IncMSTR1,108 shares · 0.0% of their software$1.6MNew · +$1.9M
- Corpay, Inc.CPAY5,455 shares · 0.0% of their software$1.5MFlat
- PubMaticPUBM73,458 shares · 0.0% of their software$1.5MNew · +$1.7M
- DoximityDOCS51,557 shares · 0.0% of their software$1.4MNew · +$1.4M
- Gen DigitalGEN47,297 shares · 0.0% of their software$1.2MFlat
- Payoneer Global Inc.PAYO209,173 shares · 0.0% of their software$1.2MFlat
- monday.comMNDY3,406 shares · 0.0% of their software$818KFlat
- ToastTOST30,907 shares · 0.0% of their software$797KFlat
- Bentley SystemsBSY15,569 shares · 0.0% of their software$779KFlat
- TwilioTWLO12,483 shares · 0.0% of their software$702KFlat
- WixWIX4,256 shares · 0.0% of their software$677KFlat
- Grab Holdings LimitedGRAB139,798 shares · 0.0% of their software$492KFlat
- SamsaraIOT14,444 shares · 0.0% of their software$486KFlat
- PaylocityPCTY2,580 shares · 0.0% of their software$344KFlat
- UnityU16,384 shares · 0.0% of their software$269KFlat