Generalist · Stockholm, Sweden
Nordea Investment Management Ab
Q3 2024 · compared with Q2 2024
- Software
- $13.2B
- Weight of 13F
- 14.9%
- Names
- 86
- Net bought
- +$402M
Filed 5 November 2024 · SEC filing.
891 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
- MicrosoftMSFT11,357,148 shares · 36.8% of their software · price −$189M$4.8B+$149M
- AdobeADBE1,679,202 shares · 6.6% of their software · price −$63.4M$865M+$88.7M
- CadenceCDNS2,755,180 shares · 5.7% of their software · price −$101M$745M+$136M
- FortinetFTNT8,970,161 shares · 5.3% of their software · price +$155M$691MFlat
- Automatic Data Processing, Inc.ADP2,081,566 shares · 4.4% of their software · price +$79.2M$572M−$55.9M
- SalesforceCRM2,045,795 shares · 4.2% of their software · price +$34.0M$556M+$23.6M
- SynopsysSNPS900,711 shares · 3.5% of their software · price −$79.9M$458M+$40.4M
- ServiceNowNOW515,563 shares · 3.5% of their software · price +$55.5M$455M+$17.4M
- Check PointCHKP2,261,116 shares · 3.3% of their software · price +$62.9M$434M−$14.7M
- Fiserv, Inc.FISV2,071,690 shares · 2.8% of their software · price +$63.4M$371M−$9.0M
- OracleORCL2,028,889 shares · 2.6% of their software · price +$59.2M$339M−$9.7M
- Roper Technologies, Inc.ROP496,662 shares · 2.1% of their software · price −$3.6M$275M−$8.2M
- NutanixNTNX3,813,747 shares · 1.7% of their software · price +$9.2M$226M+$45.6M
- Palo Alto NetworksPANW609,263 shares · 1.6% of their software · price +$1.7M$208M+$14.5M
- AkamaiAKAM2,001,877 shares · 1.5% of their software · price +$21.8M$202M−$12.3M
- IntuitINTU322,025 shares · 1.5% of their software · price −$11.7M$199M+$71.8M
- Paychex, Inc.PAYX1,433,996 shares · 1.5% of their software · price +$22.4M$192M−$49.0M
- VeriskVRSK689,914 shares · 1.4% of their software · price −$1.1M$183M−$4.7M
- CrowdStrikeCRWD569,873 shares · 1.2% of their software · price −$58.5M$160M−$6.2M
- WorkdayWDAY583,221 shares · 1.1% of their software · price +$12.2M$142M+$2.2M
- Amdocs LimitedDOX1,528,629 shares · 1.0% of their software · price +$13.1M$133M−$3.6M
- FactSetFDS281,321 shares · 1.0% of their software · price +$14.5M$129M+$7.7M
- The Trade DeskTTD988,968 shares · 0.8% of their software · price +$11.8M$108M+$21.4M
- Grab Holdings LimitedGRAB14,883,912 shares · 0.4% of their software · price +$3.7M$56.9M+$52.3M
- Fair IsaacFICO26,334 shares · 0.4% of their software · price +$12.0M$50.6M+$3.0M
- VeevaVEEV214,691 shares · 0.3% of their software · price +$5.8M$45.1M+$1.4M
- PalantirPLTR1,054,937 shares · 0.3% of their software · price +$12.5M$38.8M+$2.1M
- DocuSignDOCU604,923 shares · 0.3% of their software · price +$5.2M$37.1M+$1.1M
- Manhattan AssociatesMANH126,312 shares · 0.3% of their software · price +$4.4M$35.3M+$2.5M
- PaycomPAYC197,461 shares · 0.3% of their software · price +$4.6M$33.0M+$4.4M
- NetApp, Inc.NTAP263,673 shares · 0.2% of their software · price −$1.4M$32.4MFlat
- ZscalerZS185,640 shares · 0.2% of their software · price −$3.9M$31.6M−$3.4M
- ZoomZM257,273 shares · 0.1% of their software · price +$2.7M$17.9MFlat
- BroadridgeBR83,713 shares · 0.1% of their software · price +$1.5M$17.8MFlat
- MorningstarMORN55,542 shares · 0.1% of their software · price +$1.3M$17.6M−$867K
- SS&CSSNC235,111 shares · 0.1% of their software · price +$2.7M$17.4MFlat
- F5, Inc.FFIV76,068 shares · 0.1% of their software · price +$3.6M$16.7MFlat
- MagniteMGNI858,499 shares · 0.1% of their software$12.1M−$599K
- ACI WorldwideACIW234,263 shares · 0.1% of their software · price +$2.6M$12.0MFlat
- VeriSign, Inc.VRSN60,758 shares · 0.1% of their software · price +$739K$11.5M+$752K
- AppLovinAPP87,691 shares · 0.1% of their software · price +$4.2M$11.4M+$800K
- Uber Technologies, Inc.UBER150,671 shares · 0.1% of their software$11.3MFlat
- BoxBOX342,101 shares · 0.1% of their software · price +$2.2M$11.2MFlat
- Clear Secure, Inc.YOU338,677 shares · 0.1% of their software · price +$4.9M$11.2MFlat
- DigitalOceanDOCN255,763 shares · 0.1% of their software · price +$1.4M$10.3MFlat
- TenableTENB242,272 shares · 0.1% of their software · price −$741K$9.7MFlat
- QualysQLYS71,200 shares · 0.1% of their software · price −$1.0M$9.2M−$572K
- Euronet Worldwide, Inc.EEFT67,670 shares · 0.1% of their software$6.7MFlat
- Payoneer Global Inc.PAYO839,920 shares · 0.0% of their software · price +$1.7M$6.4M+$3.5M
- PegasystemsPEGA80,607 shares · 0.0% of their software · price +$1.0M$5.9MFlat
- ElasticESTC75,551 shares · 0.0% of their software · price −$2.8M$5.7M+$5.3M
- DatadogDDOG48,057 shares · 0.0% of their software · price −$703K$5.5MFlat
- Q2QTWO68,677 shares · 0.0% of their software · price +$1.3M$5.5MFlat
- TeradataTDC179,995 shares · 0.0% of their software · price −$760K$5.5MFlat
- Shift4 Payments, Inc.FOUR55,726 shares · 0.0% of their software · price +$850K$4.9MFlat
- Intapp, Inc.INTA102,121 shares · 0.0% of their software · price +$1.1M$4.9MFlat
- AutodeskADSK16,324 shares · 0.0% of their software$4.5MFlat
- AtlassianTEAM25,354 shares · 0.0% of their software$4.1MFlat
- UiPathPATH297,080 shares · 0.0% of their software$3.8MFlat
- Five9FIVN131,201 shares · 0.0% of their software · price −$2.0M$3.8MFlat
- MongoDBMDB11,944 shares · 0.0% of their software$3.2MFlat
- CloudflareNET39,515 shares · 0.0% of their software$3.2MFlat
- Lyft, Inc.LYFT239,583 shares · 0.0% of their software$3.1MNew · +$3.4M
- Block, Inc.XYZ40,862 shares · 0.0% of their software$2.8MFlat
- SnowflakeSNOW23,375 shares · 0.0% of their software$2.7MFlat
- OktaOKTA33,228 shares · 0.0% of their software · price −$640K$2.5MFlat
- CoStarCSGP31,730 shares · 0.0% of their software$2.4MFlat
- DoximityDOCS49,123 shares · 0.0% of their software · price +$766K$2.1MFlat
- Tyler TechnologiesTYL3,648 shares · 0.0% of their software$2.1MFlat
- HubSpotHUBS3,962 shares · 0.0% of their software$2.1MFlat
- GoDaddyGDDY12,501 shares · 0.0% of their software$2.0MFlat
- Strategy IncMSTR11,250 shares · 0.0% of their software · price −$13.6M$1.9M+$14.0M
- Corpay, Inc.CPAY5,728 shares · 0.0% of their software$1.8MFlat
- PTCPTC9,605 shares · 0.0% of their software$1.7MFlat
- GitLabGTLB33,373 shares · 0.0% of their software$1.7MNew · +$1.7M
- Rapid7RPD37,401 shares · 0.0% of their software$1.5MFlat
- TrimbleTRMB22,160 shares · 0.0% of their software$1.4M−$108M
- Gen DigitalGEN47,297 shares · 0.0% of their software$1.3MFlat
- PubMaticPUBM71,327 shares · 0.0% of their software$1.1MFlat
- DynatraceDT18,867 shares · 0.0% of their software$1.0M−$20.9M
- monday.comMNDY3,410 shares · 0.0% of their software$918KFlat
- Bentley SystemsBSY17,597 shares · 0.0% of their software$890KFlat
- ToastTOST30,907 shares · 0.0% of their software$877KFlat
- TwilioTWLO12,391 shares · 0.0% of their software$800KFlat
- WixWIX4,256 shares · 0.0% of their software$708KFlat
- SamsaraIOT14,444 shares · 0.0% of their software$686KFlat