Generalist · Salt Lake City, UT
Ensign Peak Advisors
Q1 2020 · compared with Q4 2019
Filed as Ensign Peak Advisors, INC
- Software
- $3.0B
- Weight of 13F
- 9.9%
- Names
- 83
- Net bought
- +$122M
Filed 11 May 2020 · SEC filing.
1,620 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 2026138 names$5.8B−$168M
- Q1 2026142 names$5.7B−$138M
- Q4 2025144 names$7.7B+$657M
- Q3 2025142 names$8.9B+$101M
- Q2 2025142 names$8.4B+$427M
- Q1 2025139 names$6.3B+$70.1M
- Q4 2024135 names$6.9B−$201M
- Q3 2024133 names$6.9B−$142M
- Q2 2024129 names$7.1B−$392M
- Q1 2024128 names$7.3B+$425M
- Q4 2023126 names$6.4B+$370M
- Q3 2023126 names$5.0B+$38.4M
- Q2 2023124 names$5.3B+$141M
- Q1 2023123 names$4.3B−$48.6M
- Q4 2022122 names$3.7B+$262M
- Q3 2022170 names$3.3B+$158M
- Q2 2022149 names$3.6B+$653M
- Q1 2022146 names$4.4B−$662M
- Q4 2021133 names$5.7B+$340M
- Q3 202199 names$4.9B+$41.1M
- Q2 202192 names$4.7B+$1.3B
- Q1 202194 names$4.1B+$24.9M
- Q4 202095 names$4.1B−$457M
- Q3 202092 names$4.2B+$52.6M
- Q2 202087 names$3.8B−$120M
- Q1 202083 names$3.0B+$122M
- Q4 201995 names$2.9B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT9,645,933 shares · 51.3% of their software$1.5B+$25.0M
- AdobeADBE925,837 shares · 9.9% of their software · price −$10.7M$295M+$9.8M
- ShopifySHOP454,003 shares · 6.4% of their software · price +$8.8M$189MFlat
- SalesforceCRM1,063,067 shares · 5.2% of their software · price −$19.8M$153M+$4.5M
- CoStarCSGP209,573 shares · 4.2% of their software · price −$2.3M$123M−$4.7M
- ServiceNowNOW410,738 shares · 4.0% of their software · price +$1.7M$118M+$82.1M
- OracleORCL998,474 shares · 1.6% of their software · price −$4.6M$48.3M+$13.6M
- VeriSign, Inc.VRSN235,981 shares · 1.4% of their software · price −$3.0M$42.5M+$6.9M
- ZoomZM273,954 shares · 1.4% of their software · price +$21.4M$40.0M+$14.5M
- F5, Inc.FFIV359,300 shares · 1.3% of their software · price −$11.9M$38.3M+$1.8M
- FortinetFTNT228,213 shares · 0.8% of their software · price −$1.3M$23.1M+$850K
- IntuitINTU100,219 shares · 0.8% of their software · price −$3.2M$23.1M+$634K
- Amdocs LimitedDOX378,450 shares · 0.7% of their software · price −$6.5M$20.8MFlat
- FactSetFDS64,095 shares · 0.6% of their software$16.7M−$3.1M
- BlackLineBL298,466 shares · 0.5% of their software$15.7MFlat
- Endava plcDAVA443,435 shares · 0.5% of their software · price −$5.1M$15.6M+$3.1M
- Paychex, Inc.PAYX243,334 shares · 0.5% of their software · price −$5.4M$15.3M−$1.4M
- Fiserv, Inc.FISV152,419 shares · 0.5% of their software · price −$3.1M$14.5M−$5.2M
- VeriskVRSK99,254 shares · 0.5% of their software · price −$989K$13.8M+$2.8M
- Roper Technologies, Inc.ROP39,325 shares · 0.4% of their software · price −$1.7M$12.3M+$3.5M
- Tyler TechnologiesTYL39,026 shares · 0.4% of their software$11.6MFlat
- AutodeskADSK69,769 shares · 0.4% of their software · price −$1.9M$10.9M+$3.7M
- NetApp, Inc.NTAP261,039 shares · 0.4% of their software · price −$5.4M$10.9M−$11.0M
- Palo Alto NetworksPANW65,277 shares · 0.4% of their software · price −$4.4M$10.7MFlat
- Gen DigitalGEN496,298 shares · 0.3% of their software · price −$3.4M$9.3M+$8.0M
- OktaOKTA70,810 shares · 0.3% of their software$8.7M+$4.3M
- Automatic Data Processing, Inc.ADP62,630 shares · 0.3% of their software · price −$2.1M$8.6M−$3.1M
- FastlyFSLY430,036 shares · 0.3% of their software$8.2M−$17.0M
- VeevaVEEV51,529 shares · 0.3% of their software · price +$810K$8.1M−$4.8M
- RingCentralRNG34,262 shares · 0.2% of their software · price +$1.5M$7.3M+$5.3M
- Fair IsaacFICO23,537 shares · 0.2% of their software · price −$1.6M$7.2MFlat
- SS&CSSNC160,361 shares · 0.2% of their software · price −$2.8M$7.0M+$3.4M
- AkamaiAKAM75,112 shares · 0.2% of their software$6.9M−$15.1M
- TrimbleTRMB213,644 shares · 0.2% of their software · price −$2.1M$6.8MFlat
- SynopsysSNPS52,434 shares · 0.2% of their software · price −$546K$6.8M+$3.5M
- Health CatalystHCAT250,159 shares · 0.2% of their software · price −$2.1M$6.5M+$1.3M
- CadenceCDNS93,841 shares · 0.2% of their software$6.2M−$9.1M
- MongoDBMDB44,159 shares · 0.2% of their software$6.0M+$1.3M
- PTCPTC95,580 shares · 0.2% of their software · price −$1.3M$5.9MFlat
- TwilioTWLO60,354 shares · 0.2% of their software · price −$531K$5.4M+$4.9M
- CrowdStrikeCRWD94,961 shares · 0.2% of their software · price +$552K$5.3MFlat
- WEX Inc.WEX35,153 shares · 0.1% of their software · price −$3.7M$3.7M−$729K
- BroadridgeBR36,900 shares · 0.1% of their software · price −$1.1M$3.5M−$1.0M
- Manhattan AssociatesMANH60,344 shares · 0.1% of their software · price −$1.8M$3.0MFlat
- PaycomPAYC13,380 shares · 0.1% of their software · price −$840K$2.7M+$1.4M
- The Trade DeskTTD13,314 shares · 0.1% of their software · price −$889K$2.6M−$1.1M
- Simulations PlusSLP67,605 shares · 0.1% of their software$2.4M+$760K
- QualysQLYS26,033 shares · 0.1% of their software$2.3MFlat
- ACI WorldwideACIW91,726 shares · 0.1% of their software · price −$1.3M$2.2MFlat
- DatadogDDOG61,311 shares · 0.1% of their software$2.2M+$1.0M
- BlackbaudBLKB39,221 shares · 0.1% of their software · price −$943K$2.2MFlat
- Euronet Worldwide, Inc.EEFT23,860 shares · 0.1% of their software · price −$1.7M$2.0M+$2.7M
- TeradataTDC95,239 shares · 0.1% of their software · price −$598K$2.0MFlat
- HubSpotHUBS13,918 shares · 0.1% of their software$1.9M−$3.0M
- LiveRamp Holdings, Inc.RAMP52,372 shares · 0.1% of their software · price −$793K$1.7MFlat
- NetScout Systems, Inc.NTCT63,960 shares · 0.1% of their software$1.5MFlat
- CommvaultCVLT35,866 shares · 0.0% of their software$1.5MFlat
- Block, Inc.XYZ27,246 shares · 0.0% of their software$1.4M+$1.3M
- SPS CommerceSPSC29,370 shares · 0.0% of their software$1.4MFlat
- InterDigital, Inc.IDCC29,788 shares · 0.0% of their software$1.3MFlat
- CloudflareNET53,791 shares · 0.0% of their software$1.3MFlat
- 8x8EGHT89,780 shares · 0.0% of their software$1.2M—
- ProgressPRGS38,672 shares · 0.0% of their software$1.2MFlat
- Uber Technologies, Inc.UBER43,642 shares · 0.0% of their software$1.2M+$606K
- Alarm.com Holdings, Inc.ALRM29,300 shares · 0.0% of their software$1.1M−$986K
- WorkdayWDAY8,753 shares · 0.0% of their software$1.1MFlat
- WixWIX10,793 shares · 0.0% of their software$1.1M+$558K
- EVERTEC, Inc.EVTC43,900 shares · 0.0% of their software$998KFlat
- OpenTextOTEX24,100 shares · 0.0% of their software$915KFlat
- Strategy IncMSTR7,384 shares · 0.0% of their software$872KFlat
- Cerence Inc.CRNC55,229 shares · 0.0% of their software$851KFlat
- ePlus inc.PLUS11,785 shares · 0.0% of their software$738KFlat
- Sabre CorporationSABR114,900 shares · 0.0% of their software · price −$1.9M$681K−$6.6M
- DocuSignDOCU7,240 shares · 0.0% of their software$669KFlat
- Five9FIVN8,162 shares · 0.0% of their software$624KFlat
- ZscalerZS10,233 shares · 0.0% of their software$623KFlat
- Check PointCHKP6,150 shares · 0.0% of their software$618KFlat
- Upbound Group, Inc.UPBD43,500 shares · 0.0% of their software · price −$639K$615KFlat
- DropboxDBX30,113 shares · 0.0% of their software$545KFlat
- OneSpan Inc.OSPN28,219 shares · 0.0% of their software$512KFlat
- PagerDutyPD25,276 shares · 0.0% of their software$437KFlat
- Donnelley Financial Solutions, Inc.DFIN40,964 shares · 0.0% of their software$216KFlat
- BlackBerry LimitedBB14,600 shares · 0.0% of their software$65KFlat