Generalist · New York, NY
Clearbridge Investments
Q1 2022 · compared with Q4 2021
Filed as Clearbridge Investments, LLC
- Software
- $17.0B
- Weight of 13F
- 12.8%
- Names
- 62
- Net bought
- +$652M
Filed 13 May 2022 · SEC filing.
773 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 202647 names$9.5B−$2.1B
- Q1 202651 names$10.0B−$2.8B
- Q4 202562 names$15.9B+$2.2B
- Q3 202566 names$18.4B−$564M
- Q2 202566 names$18.4B−$727M
- Q1 202562 names$15.9B−$677M
- Q4 202460 names$18.2B−$632M
- Q3 202465 names$18.5B−$822M
- Q2 202464 names$19.0B−$482M
- Q1 202468 names$19.3B+$180M
- Q4 202364 names$17.9B+$161M
- Q3 202359 names$14.6B−$74.5M
- Q2 202357 names$15.4B−$178M
- Q1 202356 names$13.7B+$37.5M
- Q4 202257 names$11.3B−$252M
- Q3 202256 names$11.6B+$1.8B
- Q2 202258 names$12.6B+$194M
- Q1 202262 names$17.0B+$652M
- Q4 202163 names$18.8B+$385M
- Q3 202159 names$18.3B−$252M
- Q2 202160 names$18.3B+$434M
- Q1 202148 names$15.7B+$524M
- Q4 202048 names$15.3B−$240M
- Q3 202051 names$13.9B−$405M
- Q2 202050 names$13.1B−$274M
- Q1 202048 names$10.0B−$999M
- Q4 201948 names$12.1B+$330M
- Q3 201949 names$10.4B+$264M
- Q2 201947 names$10.4B+$313M
- Q1 201939 names$9.5B+$218M
- Q4 201839 names$7.8B+$389M
- Q3 201840 names$8.8B+$99.8M
- Q2 201838 names$7.6B−$294M
- Q1 201836 names$7.4B+$38.5M
- Q4 201736 names$6.6B+$461M
- Q3 201735 names$5.6B−$119M
- Q2 201733 names$5.4B−$64.9M
- Q1 201730 names$5.2B+$219M
- Q4 201630 names$4.5B+$135M
- Q3 201626 names$4.2B+$1.7M
- Q2 201625 names$3.7B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT16,517,584 shares · 30.0% of their software · price −$463M$5.1B−$321M
- Palo Alto NetworksPANW2,509,203 shares · 9.2% of their software · price +$165M$1.6B−$39.9M
- SalesforceCRM7,315,501 shares · 9.1% of their software · price −$306M$1.6BFlat
- AdobeADBE2,817,314 shares · 7.5% of their software · price −$314M$1.3B−$185M
- WorkdayWDAY3,427,755 shares · 4.8% of their software · price −$116M$821M+$55.1M
- Uber Technologies, Inc.UBER19,644,365 shares · 4.1% of their software · price −$123M$701MFlat
- AutodeskADSK3,215,030 shares · 4.1% of their software · price −$215M$689MFlat
- OracleORCL7,674,515 shares · 3.7% of their software · price −$34.4M$635M−$32.9M
- HubSpotHUBS1,128,424 shares · 3.2% of their software · price −$208M$536M+$187M
- CrowdStrikeCRWD2,310,859 shares · 3.1% of their software · price +$51.6M$525M+$194M
- UnityU4,420,370 shares · 2.6% of their software · price −$194M$439M+$606M
- DocuSignDOCU3,186,783 shares · 2.0% of their software · price −$144M$341M+$8.9M
- Lyft, Inc.LYFT6,470,972 shares · 1.5% of their software · price −$28.0M$248M+$87.6M
- Automatic Data Processing, Inc.ADP916,768 shares · 1.2% of their software · price −$17.5M$209M−$8.3M
- VaronisVRNS3,468,690 shares · 1.0% of their software · price −$4.3M$165M+$17.6M
- UiPathPATH7,017,035 shares · 0.9% of their software · price −$151M$151M+$18.8M
- DoximityDOCS2,682,876 shares · 0.8% of their software · price +$5.3M$140M+$114M
- ElasticESTC1,557,579 shares · 0.8% of their software · price −$53.2M$139M+$2.8M
- PagerDutyPD3,557,845 shares · 0.7% of their software · price −$2.0M$122MFlat
- ServiceNowNOW212,011 shares · 0.7% of their software · price −$19.6M$118M+$12.0M
- NICENICE511,833 shares · 0.7% of their software · price −$43.3M$112MFlat
- Fiserv, Inc.FISV970,665 shares · 0.6% of their software · price −$2.3M$98.4M+$11.4M
- Sprout SocialSPT1,224,890 shares · 0.6% of their software · price −$12.9M$98.1M−$2.9M
- Shift4 Payments, Inc.FOUR1,571,296 shares · 0.6% of their software · price +$6.3M$97.3M+$15.9M
- FortinetFTNT283,118 shares · 0.6% of their software · price −$5.0M$96.8M−$23.1M
- WixWIX846,565 shares · 0.5% of their software · price −$45.1M$88.4MFlat
- CertaraCERT3,200,895 shares · 0.4% of their software · price −$22.2M$68.8M+$33.6M
- Health CatalystHCAT2,317,997 shares · 0.4% of their software · price −$31.3M$60.6M+$2.9M
- WorkivaWK490,853 shares · 0.3% of their software · price −$6.1M$57.9MNew · +$64.1M
- Five9FIVN512,987 shares · 0.3% of their software · price −$13.8M$56.6MFlat
- Definitive HealthcareDH2,077,794 shares · 0.3% of their software · price −$5.6M$51.2M+$8.6M
- QualysQLYS344,970 shares · 0.3% of their software · price +$1.8M$49.1MFlat
- NetApp, Inc.NTAP586,811 shares · 0.3% of their software · price −$5.3M$48.7M−$553K
- SynopsysSNPS145,688 shares · 0.3% of their software · price −$5.1M$48.6M−$8.1M
- SentinelOneS1,242,723 shares · 0.3% of their software · price −$14.6M$48.1M+$48.3M
- ShopifySHOP64,931 shares · 0.3% of their software · price −$45.5M$43.9M—
- Euronet Worldwide, Inc.EEFT328,184 shares · 0.3% of their software · price +$3.6M$42.7M+$4.6M
- Zeta GlobalZETA2,881,110 shares · 0.2% of their software · price +$12.5M$36.7MFlat
- DatadogDDOG232,629 shares · 0.2% of their software · price −$6.2M$35.2M+$893K
- Gen DigitalGEN1,277,648 shares · 0.2% of their software · price +$690K$33.9M−$583K
- DynatraceDT680,563 shares · 0.2% of their software · price −$9.0M$32.1M−$16.3M
- Bandwidth Inc.BAND860,228 shares · 0.2% of their software · price −$33.9M$27.9MFlat
- ProcorePCOR415,480 shares · 0.1% of their software · price −$9.1M$24.1M+$10.8M
- GitLabGTLB427,735 shares · 0.1% of their software · price −$13.9M$23.3M+$17.5M
- CommvaultCVLT320,848 shares · 0.1% of their software · price −$825K$21.3M−$4.8M
- FreshworksFRSH1,107,010 shares · 0.1% of their software · price −$9.2M$19.8M+$12.2M
- SemrushSEMR1,537,272 shares · 0.1% of their software$18.4MFlat
- CourseraCOUR617,849 shares · 0.1% of their software · price −$865K$14.2MFlat
- Clear Secure, Inc.YOU516,200 shares · 0.1% of their software · price −$2.3M$13.9MNew · +$16.2M
- Rapid7RPD120,648 shares · 0.1% of their software · price −$778K$13.4MFlat
- PaymentusPAY566,670 shares · 0.1% of their software · price −$7.9M$11.9MFlat
- Paychex, Inc.PAYX79,601 shares · 0.1% of their software$10.9M−$681K
- Viant Technology Inc.DSP1,122,397 shares · 0.0% of their software · price −$3.5M$7.4MFlat
- BrazeBRZE161,027 shares · 0.0% of their software · price −$5.7M$6.7M−$3.0M
- SAPSAP44,291 shares · 0.0% of their software · price −$1.3M$4.9M+$2.3M
- CoStarCSGP42,347 shares · 0.0% of their software · price −$526K$2.8MFlat
- PaylocityPCTY11,564 shares · 0.0% of their software$2.4M+$620K
- AppLovinAPP40,578 shares · 0.0% of their software · price −$1.6M$2.2M+$2.5M
- VeevaVEEV5,216 shares · 0.0% of their software$1.1MFlat
- Amdocs LimitedDOX8,970 shares · 0.0% of their software$737KFlat
- Cerence Inc.CRNC6,572 shares · 0.0% of their software$237K−$175M
- AkamaiAKAM1,690 shares · 0.0% of their software$202KFlat