Generalist · New York, NY
Neuberger Berman Group
Q1 2017 · compared with Q4 2016
Filed as Neuberger Berman Group LLC
- Software
- $4.2B
- Weight of 13F
- 5.4%
- Names
- 42
- Net bought
- −$92.7M
Filed 10 May 2017 · SEC filing.
1,559 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 2026141 names · $9.4M in calls, not in the total$10.3B−$420M
- Q1 2026136 names$9.9B−$679M
- Q4 2025137 names$13.5B+$376M
- Q3 2025132 names$16.2B+$333M
- Q2 2025131 names$16.0B+$68.1M
- Q1 2025127 names$13.2B−$134M
- Q4 2024121 names · $2.2M in calls, not in the total$14.8B+$41.1M
- Q3 2024118 names$14.4B+$184M
- Q2 2024122 names · $201K in calls, not in the total$14.1B−$233M
- Q1 2024114 names$14.0B−$401M
- Q4 2023116 names$13.4B−$1.3B
- Q3 2023114 names$12.6B+$725M
- Q2 2023113 names$12.5B−$287M
- Q1 2023114 names$11.1B−$171M
- Q4 2022111 names$9.7B+$66.9M
- Q3 2022111 names$9.5B+$525M
- Q2 2022111 names$9.6B+$1.2B
- Q1 2022112 names$11.3B−$1.7B
- Q4 2021110 names · $643K in calls, not in the total$14.3B+$1.1B
- Q3 2021111 names$12.5B+$51.9M
- Q2 2021110 names · $550K in calls, not in the total$12.0B+$557M
- Q1 2021104 names$10.7B+$537M
- Q4 202093 names · $2.2M in calls, not in the total$10.3B+$374M
- Q3 202085 names$8.9B−$10.4M
- Q2 202078 names$8.4B−$74.6M
- Q1 202072 names$6.3B−$79.8M
- Q4 201972 names$7.1B+$66.1M
- Q3 201965 names$6.5B+$129M
- Q2 201971 names$6.4B+$164M
- Q1 201967 names$5.7B+$31.6M
- Q4 201864 names$4.6B+$187M
- Q3 201859 names$5.3B−$182M
- Q2 201863 names$4.9B−$135M
- Q1 201858 names$4.7B−$388M
- Q4 201755 names$4.9B−$37.0M
- Q3 201750 names$4.6B−$29.8M
- Q2 201746 names$4.5B+$56.8M
- Q1 201742 names$4.2B−$92.7M
- Q4 201644 names$4.0B−$137M
- Q3 201644 names$4.1B−$219M
- Q2 201643 names$4.1B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT12,838,601 shares · 20.2% of their software · price +$47.8M$846M−$12.4M
- OracleORCL10,299,676 shares · 11.0% of their software · price +$63.4M$459M−$20.4M
- NetScout Systems, Inc.NTCT8,572,982 shares · 7.8% of their software · price +$55.3M$325M+$8.2M
- Fair IsaacFICO1,974,310 shares · 6.1% of their software · price +$19.2M$255M+$22.4M
- Tyler TechnologiesTYL1,626,506 shares · 6.0% of their software · price +$19.2M$251M−$7.6M
- Manhattan AssociatesMANH4,510,260 shares · 5.6% of their software · price −$4.4M$235M+$14.3M
- IntuitINTU1,999,316 shares · 5.5% of their software · price +$2.8M$232M+$6.4M
- Check PointCHKP1,655,971 shares · 4.1% of their software · price +$30.1M$170MFlat
- SAPSAP1,478,211 shares · 3.5% of their software · price +$17.4M$145M−$2.2M
- WEX Inc.WEX1,371,826 shares · 3.4% of their software · price −$11.1M$142MFlat
- VeriskVRSK1,681,769 shares · 3.3% of their software$136M−$14.8M
- FactSetFDS722,949 shares · 2.8% of their software · price +$1.1M$119MFlat
- Roper Technologies, Inc.ROP554,831 shares · 2.7% of their software · price +$13.0M$115M−$17.0M
- AdobeADBE788,905 shares · 2.5% of their software · price +$21.4M$103M−$7.2M
- Fiserv, Inc.FISV863,503 shares · 2.4% of their software · price +$7.8M$99.6M−$3.1M
- NICENICE1,336,898 shares · 2.2% of their software · price −$1.0M$90.9M+$1.3M
- QualysQLYS2,206,992 shares · 2.0% of their software · price +$13.8M$83.6M+$16.9M
- Amdocs LimitedDOX1,133,839 shares · 1.7% of their software · price +$3.1M$69.2MFlat
- Automatic Data Processing, Inc.ADP517,286 shares · 1.3% of their software$53.0M−$2.1M
- Paychex, Inc.PAYX819,027 shares · 1.2% of their software · price −$1.6M$48.2M+$11.4M
- BlackbaudBLKB624,541 shares · 1.1% of their software · price +$7.9M$47.9M+$27.0M
- SalesforceCRM413,932 shares · 0.8% of their software · price +$5.8M$34.1M+$27.3M
- CoStarCSGP140,319 shares · 0.7% of their software · price +$2.6M$29.1MFlat
- TeradataTDC771,509 shares · 0.6% of their software · price +$3.0M$24.0MFlat
- ServiceNowNOW234,620 shares · 0.5% of their software · price +$3.1M$20.5M+$1.7M
- Euronet Worldwide, Inc.EEFT229,000 shares · 0.5% of their software · price +$3.0M$19.6M−$6.4M
- TrimbleTRMB403,023 shares · 0.3% of their software · price +$750K$12.9M+$1.1M
- AutodeskADSK90,731 shares · 0.2% of their software · price +$1.1M$7.8MFlat
- Palo Alto NetworksPANW53,419 shares · 0.1% of their software · price −$661K$6.0M+$1.9M
- ProgressPRGS98,197 shares · 0.1% of their software$2.9M−$65.3M
- WixWIX18,000 shares · 0.0% of their software$1.2MFlat
- DescartesDSGX43,790 shares · 0.0% of their software$1.0M−$52.6M
- InterDigital, Inc.IDCC10,404 shares · 0.0% of their software$898KFlat
- VeriSign, Inc.VRSN9,766 shares · 0.0% of their software$851KFlat
- Q2QTWO22,500 shares · 0.0% of their software$784KFlat
- MorningstarMORN9,931 shares · 0.0% of their software$781KFlat
- NetApp, Inc.NTAP8,143 shares · 0.0% of their software$341KFlat
- PaycomPAYC5,788 shares · 0.0% of their software$333KFlat
- AkamaiAKAM5,087 shares · 0.0% of their software$304KNew · Flat
- SS&CSSNC8,544 shares · 0.0% of their software$302KFlat
- Daily Journal CorporationDJCO1,000 shares · 0.0% of their software$214KFlat
- Block, Inc.XYZ10,000 shares · 0.0% of their software$173KFlat