Generalist · Los Angeles, CA
Capital World Investors
Q2 2020 · compared with Q1 2020
- Software
- $47.1B
- Weight of 13F
- 11.4%
- Names
- 34
- Net bought
- −$2.8B
Filed 14 August 2020 · SEC filing.
This is the Capital Group filing counted in each stock’s total.
517 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$47.8B−$479M
- Q1 202651 names$46.0B−$8.7B
- Q4 202549 names$67.3B−$5.7B
- Q3 202543 names$76.6B+$4.7B
- Q2 202544 names$68.9B+$1.8B
- Q1 202542 names$52.6B−$811M
- Q4 202442 names$58.2B−$645M
- Q3 202443 names$55.9B−$1.5B
- Q2 202445 names$57.8B−$6.6B
- Q1 202442 names$64.3B−$2.7B
- Q4 202341 names$60.3B+$2.1B
- Q3 202339 names$47.5B+$1.2B
- Q2 202339 names$50.5B+$1.9B
- Q1 202338 names$41.4B+$1.6B
- Q4 202238 names$32.9B−$910M
- Q3 202236 names$32.8B−$12.0M
- Q2 202234 names$35.4B+$9.2B
- Q1 202233 names$52.5B−$625M
- Q4 202143 names$61.7B+$149M
- Q3 202142 names$55.8B−$1.0B
- Q2 202138 names$55.4B−$2.3B
- Q1 202137 names$50.1B−$1.8B
- Q4 202040 names$52.3B−$839M
- Q3 202038 names$46.4B−$2.9B
- Q2 202034 names$47.1B−$2.8B
- Q1 202032 names$36.2B−$7.8B
- Q4 201935 names$45.3B+$1.9B
- Q3 201933 names$38.4B−$211M
- Q2 201934 names$38.6B−$36.6M
- Q1 201933 names$34.7B+$520M
- Q4 201830 names$28.0B+$1.0B
- Q3 201831 names$31.0B−$11.1B
- Q2 201825 names$37.4B+$349M
- Q1 201824 names$34.4B−$2.0B
- Q4 201721 names$33.9B−$1.0B
- Q3 201721 names$30.9B−$1.2B
- Q2 201720 names$29.8B−$907M
- Q1 201719 names$28.9B−$265M
- Q4 201618 names$27.4B+$36.2M
- Q3 201616 names$25.8B+$726M
- Q2 201617 names$23.0B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT122,923,512 shares · 53.1% of their software · price +$5.6B$25.0B−$2.6B
- ShopifySHOP5,929,452 shares · 12.0% of their software · price +$3.2B$5.6B+$440M
- RingCentralRNG10,765,666 shares · 6.5% of their software · price +$787M$3.1B+$133M
- AutodeskADSK8,002,982 shares · 4.1% of their software · price +$665M$1.9B−$147M
- MongoDBMDB7,013,740 shares · 3.4% of their software · price +$630M$1.6BFlat
- Gen DigitalGEN73,543,791 shares · 3.1% of their software · price +$82.4M$1.5BFlat
- ServiceNowNOW2,918,276 shares · 2.5% of their software · price +$346M$1.2B−$278M
- AdobeADBE2,593,965 shares · 2.4% of their software · price +$304M$1.1B−$21.4M
- Block, Inc.XYZ9,804,120 shares · 2.2% of their software · price +$515M$1.0B−$119M
- PagSeguro Digital Ltd.PAGS20,404,396 shares · 1.5% of their software · price +$327M$721M−$24.6M
- Fiserv, Inc.FISV6,908,940 shares · 1.4% of their software · price +$18.2M$674M−$74.4M
- DocuSignDOCU2,583,829 shares · 0.9% of their software · price +$206M$445M−$87.2M
- GuidewireGWRE3,602,721 shares · 0.8% of their software · price +$114M$399MFlat
- Tyler TechnologiesTYL1,005,037 shares · 0.7% of their software · price +$50.6M$349MFlat
- PaycomPAYC1,097,419 shares · 0.7% of their software · price +$118M$340M−$32.3M
- Uber Technologies, Inc.UBER9,293,222 shares · 0.6% of their software · price +$29.4M$289MFlat
- HubSpotHUBS1,287,190 shares · 0.6% of their software · price +$117M$289MFlat
- WorkdayWDAY1,306,327 shares · 0.5% of their software · price +$74.6M$245M−$10.8M
- ZoomInfoZI4,285,506 shares · 0.5% of their software$219MNew
- Alarm.com Holdings, Inc.ALRM3,208,000 shares · 0.4% of their software · price +$83.1M$208MFlat
- YextYEXT9,519,378 shares · 0.3% of their software · price +$61.1M$158MFlat
- Paychex, Inc.PAYX1,657,000 shares · 0.3% of their software · price +$21.3M$126MFlat
- VeriSign, Inc.VRSN540,258 shares · 0.2% of their software · price +$14.4M$112M−$1.1M
- OktaOKTA500,000 shares · 0.2% of their software · price +$39.0M$100MFlat
- Bandwidth Inc.BAND753,000 shares · 0.2% of their software · price +$45.0M$95.6MFlat
- Agora, Inc.API1,480,000 shares · 0.1% of their software$65.4MNew · +$65.4M
- Endava plcDAVA1,165,798 shares · 0.1% of their software · price +$15.3M$56.3MFlat
- Repay Holdings CorporationRPAY2,031,034 shares · 0.1% of their software · price +$20.9M$50.0MNew · +$29.1M
- BlackLineBL595,000 shares · 0.1% of their software · price +$18.0M$49.3MFlat
- CoStarCSGP50,000 shares · 0.1% of their software · price +$6.2M$35.5MFlat
- PaylocityPCTY150,000 shares · 0.0% of their software · price +$8.6M$21.9M−$38.5M
- GoDaddyGDDY142,000 shares · 0.0% of their software · price +$2.3M$10.4MFlat
- CloudflareNET264,395 shares · 0.0% of their software · price +$3.3M$9.5MFlat
- SAPSAP10,278 shares · 0.0% of their software$1.4MFlat