Generalist · Los Angeles, CA
Capital World Investors
Q1 2023 · compared with Q4 2022
- Software
- $41.4B
- Weight of 13F
- 8.6%
- Names
- 38
- Net bought
- +$1.6B
Filed 15 May 2023 · SEC filing.
This is the Capital Group filing counted in each stock’s total.
505 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
- MicrosoftMSFT87,608,980 shares · 60.9% of their software · price +$4.2B$25.3B−$985M
- SalesforceCRM14,784,209 shares · 7.1% of their software · price +$993M$3.0B+$1.8B
- SynopsysSNPS5,360,841 shares · 5.0% of their software · price +$359M$2.1B+$150M
- Fiserv, Inc.FISV14,197,237 shares · 3.9% of their software · price +$170M$1.6B+$382M
- ShopifySHOP29,575,096 shares · 3.4% of their software · price +$391M$1.4B+$74.9M
- Uber Technologies, Inc.UBER44,190,831 shares · 3.4% of their software · price +$308M$1.4B+$80.3M
- CloudflareNET16,873,090 shares · 2.5% of their software · price +$278M$1.0B+$45.5M
- ZoomInfoZI36,664,690 shares · 2.2% of their software$906M—
- Block, Inc.XYZ11,313,363 shares · 1.9% of their software · price +$65.7M$777M+$121M
- OracleORCL8,193,733 shares · 1.8% of their software · price +$91.6M$761M+$336M
- MongoDBMDB2,756,163 shares · 1.6% of their software · price +$100.0M$643M−$41.6M
- RingCentralRNG13,056,590 shares · 1.0% of their software · price −$61.8M$400MFlat
- IntuitINTU709,179 shares · 0.8% of their software · price +$40.1M$316M+$155M
- DocuSignDOCU4,478,236 shares · 0.6% of their software · price +$12.9M$261M+$14.7M
- HubSpotHUBS532,399 shares · 0.6% of their software · price +$74.3M$228MFlat
- PagSeguro Digital Ltd.PAGS24,547,807 shares · 0.5% of their software · price −$4.2M$210MFlat
- DoubleVerifyDV4,978,268 shares · 0.4% of their software · price +$40.8M$150MFlat
- Clear Secure, Inc.YOU5,101,299 shares · 0.3% of their software · price −$6.4M$134M+$13.0M
- Paychex, Inc.PAYX934,672 shares · 0.3% of their software · price −$907K$107MFlat
- monday.comMNDY680,153 shares · 0.2% of their software · price +$14.1M$97.1M+$1.1M
- CrowdStrikeCRWD525,637 shares · 0.2% of their software · price +$16.8M$72.1MNew · +$55.3M
- AutodeskADSK334,619 shares · 0.2% of their software · price +$7.1M$69.7MFlat
- WorkdayWDAY336,240 shares · 0.2% of their software · price +$13.2M$69.4MFlat
- AdobeADBE175,744 shares · 0.2% of their software · price +$8.6M$67.7MNew · +$59.1M
- UnityU1,775,760 shares · 0.1% of their software · price +$6.8M$57.6M+$3.3M
- Alarm.com Holdings, Inc.ALRM875,000 shares · 0.1% of their software · price +$700K$44.0MFlat
- OktaOKTA500,000 shares · 0.1% of their software · price +$9.0M$43.1MFlat
- Lyft, Inc.LYFT4,535,000 shares · 0.1% of their software · price −$7.9M$42.0MFlat
- Endava plcDAVA613,000 shares · 0.1% of their software · price −$5.7M$41.2MFlat
- BlackLineBL595,000 shares · 0.1% of their software$40.0MFlat
- Strategy IncMSTR123,100 shares · 0.1% of their software · price +$18.6M$36.0MFlat
- DigitalOceanDOCN851,000 shares · 0.1% of their software · price +$11.7M$33.3MFlat
- CCC Intelligent Solutions Holdings Inc.CCC3,695,000 shares · 0.1% of their software · price +$998K$33.1MFlat
- Riskified Ltd.RSKD4,450,000 shares · 0.1% of their software · price +$4.5M$25.1MFlat
- Nayax Ltd.NYAX1,075,000 shares · 0.0% of their software · price −$2.6M$18.3MFlat
- VaronisVRNS497,000 shares · 0.0% of their software · price +$1.0M$12.9MNew · +$11.9M
- GuidewireGWRE47,711 shares · 0.0% of their software · price +$930K$3.9MFlat
- SAPSAP20,058 shares · 0.0% of their software$2.5MFlat