Generalist · Boston, MA
Boston Partners
Q1 2020 · compared with Q4 2019
- Software
- $992M
- Weight of 13F
- 2.0%
- Names
- 18
- Net bought
- −$465M
Filed 13 May 2020 · SEC filing.
639 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 202653 names$4.9B+$270M
- Q1 202643 names$4.2B+$372M
- Q4 202540 names$4.6B−$384M
- Q3 202539 names$5.5B−$454M
- Q2 202537 names$5.6B+$320M
- Q1 202532 names$4.6B−$319M
- Q4 202434 names$4.8B+$866M
- Q3 202434 names$3.9B+$175M
- Q2 202436 names$3.2B+$254M
- Q1 202437 names$2.9B+$543M
- Q4 202335 names$2.1B+$344M
- Q3 202336 names$1.5B+$19.8M
- Q2 202332 names$1.6B−$290M
- Q1 202330 names$1.7B−$72.2M
- Q4 202228 names$1.7B−$61.5M
- Q3 202225 names$1.6B+$146M
- Q2 202224 names$1.6B−$247M
- Q1 202219 names$2.2B+$352M
- Q4 202119 names$1.9B−$128M
- Q3 202117 names$1.9B−$110M
- Q2 202115 names$2.0B+$190M
- Q1 202115 names$1.6B+$210M
- Q4 202012 names$1.3B−$188M
- Q3 202017 names$1.3BFlat
- Q2 202017 names$1.3B+$71.6M
- Q1 202018 names$992M−$465M
- Q4 201922 names$1.6B−$186M
- Q3 201917 names$1.7BFlat
- Q2 201916 names$1.7B−$239M
- Q1 201916 names$1.8B−$477M
- Q4 201817 names$2.1B−$597M
- Q3 201818 names$3.0B−$584M
- Q2 201818 names$3.3B−$171M
- Q1 201812 names$3.2B−$55.5M
- Q4 201712 names$3.2B+$127M
- Q3 20179 names$2.8B+$437M
- Q2 20177 names$2.3B+$73.7M
- Q1 20178 names$2.1B+$259M
- Q4 20167 names$1.6B+$58.0M
- Q3 20167 names$1.5B−$70.1M
- Q2 20167 names$1.6B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- OracleORCL9,445,859 shares · 46.0% of their software · price −$43.9M$457M−$74.9M
- MicrosoftMSFT2,151,880 shares · 34.2% of their software$339M−$151M
- Amdocs LimitedDOX1,934,336 shares · 10.7% of their software · price −$33.3M$106M−$23.4M
- EVERTEC, Inc.EVTC3,275,953 shares · 7.5% of their software · price −$37.1M$74.4M+$57.1M
- Strategy IncMSTR20,382 shares · 0.2% of their software$2.4MFlat
- AkamaiAKAM21,686 shares · 0.2% of their software$2.0MFlat
- OpenTextOTEX47,446 shares · 0.2% of their software$1.7MFlat
- InterDigital, Inc.IDCC32,803 shares · 0.1% of their software$1.5MFlat
- Euronet Worldwide, Inc.EEFT14,393 shares · 0.1% of their software · price −$1.0M$1.2MFlat
- OneSpan Inc.OSPN61,933 shares · 0.1% of their software$1.1MNew · +$1.1M
- Ooma, Inc.OOMA92,249 shares · 0.1% of their software$1.1MFlat
- Allot Ltd.ALLT107,973 shares · 0.1% of their software$1.0M−$941K
- Fiserv, Inc.FISV8,350 shares · 0.1% of their software$793KFlat
- Cerence Inc.CRNC46,726 shares · 0.1% of their software$720KFlat
- NetScout Systems, Inc.NTCT25,526 shares · 0.1% of their software$604KNew · +$614K
- PagSeguro Digital Ltd.PAGS24,277 shares · 0.0% of their software$469KFlat
- Asure Software, Inc.ASUR64,016 shares · 0.0% of their software$382KFlat
- Lesaka Technologies, Inc.LSAK128,207 shares · 0.0% of their software$373K−$606K