Generalist · Stockholm, Sweden
Nordea Investment Management Ab
Q4 2024 · compared with Q3 2024
- Software
- $14.7B
- Weight of 13F
- 15.4%
- Names
- 89
- Net bought
- +$1.2B
Filed 6 January 2025 · SEC filing.
880 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
- MicrosoftMSFT12,420,090 shares · 35.9% of their software · price −$109M$5.3B+$457M
- CadenceCDNS2,933,392 shares · 6.0% of their software · price +$86.3M$885M+$48.3M
- SalesforceCRM2,288,803 shares · 5.2% of their software · price +$139M$767M+$66.5M
- AdobeADBE1,712,616 shares · 5.2% of their software · price −$125M$765M+$17.3M
- FortinetFTNT7,459,276 shares · 4.8% of their software · price +$126M$705M−$117M
- ServiceNowNOW596,743 shares · 4.3% of their software · price +$98.9M$633M+$72.6M
- SynopsysSNPS1,043,995 shares · 3.5% of their software · price −$22.0M$509M+$72.6M
- Automatic Data Processing, Inc.ADP1,604,549 shares · 3.2% of their software · price +$25.7M$471M−$132M
- Check PointCHKP2,193,357 shares · 2.8% of their software · price −$13.4M$410M−$13.1M
- IntuitINTU590,085 shares · 2.5% of their software · price +$4.4M$372M+$166M
- Palo Alto NetworksPANW1,822,336 shares · 2.3% of their software · price −$291M$334M+$415M
- Fiserv, Inc.FISV1,608,951 shares · 2.3% of their software · price +$41.5M$332M−$83.1M
- Roper Technologies, Inc.ROP538,678 shares · 1.9% of their software · price −$19.7M$280M+$23.4M
- CrowdStrikeCRWD735,665 shares · 1.7% of their software · price +$45.4M$255M+$46.5M
- AkamaiAKAM2,140,257 shares · 1.4% of their software · price −$11.3M$206M+$14.0M
- NutanixNTNX3,295,203 shares · 1.4% of their software · price +$6.4M$202M−$30.7M
- VeriskVRSK667,257 shares · 1.3% of their software · price +$5.0M$184M−$6.1M
- WorkdayWDAY702,990 shares · 1.2% of their software · price +$9.6M$183M+$29.3M
- OracleORCL1,039,746 shares · 1.2% of their software · price −$3.9M$173M−$169M
- FactSetFDS340,494 shares · 1.1% of their software · price +$7.0M$165M+$27.2M
- The Trade DeskTTD1,347,318 shares · 1.1% of their software · price +$10.6M$159M+$39.3M
- Amdocs LimitedDOX1,656,055 shares · 1.0% of their software · price −$3.9M$141M+$11.1M
- Uber Technologies, Inc.UBER2,215,053 shares · 0.9% of their software · price −$32.9M$134M+$155M
- Paychex, Inc.PAYX792,212 shares · 0.8% of their software · price +$4.8M$111M−$86.1M
- Grab Holdings LimitedGRAB17,181,844 shares · 0.6% of their software · price +$15.8M$81.4M+$8.7M
- VeriSign, Inc.VRSN391,319 shares · 0.6% of their software · price +$6.7M$81.0M+$62.8M
- PalantirPLTR1,010,247 shares · 0.5% of their software · price +$38.8M$77.5M−$1.7M
- DocuSignDOCU819,221 shares · 0.5% of their software · price +$22.8M$74.1M+$13.3M
- ZoomZM779,051 shares · 0.4% of their software · price +$9.2M$64.1M+$36.4M
- WorkivaWK543,753 shares · 0.4% of their software · price +$16.5M$59.9MNew · +$43.0M
- VeevaVEEV261,131 shares · 0.4% of their software$55.1M+$9.7M
- Fair IsaacFICO24,961 shares · 0.3% of their software · price +$1.2M$50.0M−$2.7M
- AppLovinAPP138,619 shares · 0.3% of their software · price +$26.8M$44.9M+$6.6M
- PaycomPAYC204,377 shares · 0.3% of their software · price +$7.8M$42.0M+$1.2M
- OktaOKTA415,418 shares · 0.2% of their software · price +$1.9M$33.1M+$28.4M
- Manhattan AssociatesMANH118,889 shares · 0.2% of their software · price −$1.3M$32.4M−$2.1M
- NetApp, Inc.NTAP249,297 shares · 0.2% of their software · price −$1.9M$29.0M−$1.8M
- MorningstarMORN57,505 shares · 0.1% of their software · price +$1.0M$19.5M+$626K
- F5, Inc.FFIV72,058 shares · 0.1% of their software · price +$2.3M$18.2M−$883K
- SS&CSSNC237,240 shares · 0.1% of their software$18.0MFlat
- BroadridgeBR73,399 shares · 0.1% of their software · price +$812K$16.6M−$2.2M
- ZscalerZS79,755 shares · 0.1% of their software · price +$755K$14.5M−$18.1M
- MagniteMGNI893,989 shares · 0.1% of their software · price +$1.9M$14.5MFlat
- ACI WorldwideACIW245,654 shares · 0.1% of their software$12.8M+$580K
- BoxBOX356,309 shares · 0.1% of their software$11.3MFlat
- Q2QTWO111,110 shares · 0.1% of their software · price +$2.3M$11.2M+$3.4M
- TenableTENB267,519 shares · 0.1% of their software$10.5M+$1.0M
- QualysQLYS73,960 shares · 0.1% of their software · price +$870K$10.4MFlat
- Clear Secure, Inc.YOU351,999 shares · 0.1% of their software · price −$2.3M$9.5MFlat
- DigitalOceanDOCN267,244 shares · 0.1% of their software · price −$1.7M$9.2MFlat
- Payoneer Global Inc.PAYO881,026 shares · 0.1% of their software · price +$2.2M$9.0MFlat
- DatadogDDOG58,256 shares · 0.1% of their software · price +$1.6M$8.4M+$1.2M
- PegasystemsPEGA88,554 shares · 0.1% of their software · price +$1.8M$8.4M+$581K
- ElasticESTC80,474 shares · 0.1% of their software · price +$1.8M$8.0MFlat
- AtlassianTEAM30,442 shares · 0.1% of their software · price +$2.6M$7.5M+$808K
- Euronet Worldwide, Inc.EEFT68,556 shares · 0.0% of their software$7.1MFlat
- Intapp, Inc.INTA105,940 shares · 0.0% of their software · price +$1.7M$6.9MFlat
- TeradataTDC190,077 shares · 0.0% of their software$6.0MFlat
- Shift4 Payments, Inc.FOUR56,454 shares · 0.0% of their software · price +$857K$5.9MFlat
- Five9FIVN134,750 shares · 0.0% of their software · price +$1.6M$5.6MFlat
- AutodeskADSK17,498 shares · 0.0% of their software$5.2MFlat
- PubMaticPUBM340,544 shares · 0.0% of their software$5.1M+$4.0M
- Lyft, Inc.LYFT382,463 shares · 0.0% of their software$5.0M+$1.8M
- Strategy IncMSTR14,505 shares · 0.0% of their software · price +$1.8M$4.4M+$549K
- CloudflareNET39,776 shares · 0.0% of their software · price +$1.1M$4.3MFlat
- Block, Inc.XYZ43,167 shares · 0.0% of their software · price +$771K$3.7MFlat
- SnowflakeSNOW23,911 shares · 0.0% of their software · price +$946K$3.7MFlat
- UiPathPATH284,373 shares · 0.0% of their software$3.6MFlat
- Rapid7RPD75,109 shares · 0.0% of their software$3.0M+$1.5M
- HubSpotHUBS4,268 shares · 0.0% of their software · price +$705K$3.0MFlat
- DoximityDOCS52,176 shares · 0.0% of their software · price +$512K$2.8MFlat
- MongoDBMDB11,930 shares · 0.0% of their software$2.8MFlat
- GoDaddyGDDY12,804 shares · 0.0% of their software · price +$520K$2.5MFlat
- Zeta GlobalZETA137,463 shares · 0.0% of their software · price −$1.6M$2.4MNew · +$4.1M
- CoStarCSGP32,902 shares · 0.0% of their software$2.4MFlat
- Tyler TechnologiesTYL3,796 shares · 0.0% of their software$2.2MFlat
- Corpay, Inc.CPAY5,728 shares · 0.0% of their software$2.0MFlat
- PTCPTC10,084 shares · 0.0% of their software$1.9MFlat
- GitLabGTLB30,135 shares · 0.0% of their software$1.7MFlat
- TrimbleTRMB22,160 shares · 0.0% of their software$1.6MFlat
- TwilioTWLO12,391 shares · 0.0% of their software · price +$531K$1.3MFlat
- Gen DigitalGEN46,558 shares · 0.0% of their software$1.3MFlat
- ToastTOST33,882 shares · 0.0% of their software$1.2MFlat
- DynatraceDT20,444 shares · 0.0% of their software$1.1MFlat
- WixWIX4,256 shares · 0.0% of their software$914KFlat
- monday.comMNDY3,410 shares · 0.0% of their software$796KFlat
- Bentley SystemsBSY15,733 shares · 0.0% of their software$741KFlat
- SamsaraIOT16,157 shares · 0.0% of their software$717KFlat
- Global-EGLBE8,269 shares · 0.0% of their software$451KNew · Flat