Generalist · New York, NY
Neuberger Berman Group
Q2 2017 · compared with Q1 2017
Filed as Neuberger Berman Group LLC
- Software
- $4.5B
- Weight of 13F
- 5.8%
- Names
- 46
- Net bought
- +$56.8M
Filed 8 August 2017 · SEC filing.
1,562 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
- MicrosoftMSFT12,201,192 shares · 18.7% of their software · price +$37.5M$841M−$42.0M
- OracleORCL12,342,418 shares · 13.8% of their software · price +$68.3M$619M+$91.1M
- NetScout Systems, Inc.NTCT8,309,934 shares · 6.4% of their software · price −$29.5M$286M−$10.0M
- Tyler TechnologiesTYL1,573,105 shares · 6.1% of their software · price +$33.2M$276M−$8.3M
- Fair IsaacFICO1,905,714 shares · 5.9% of their software · price +$19.9M$266M−$8.8M
- VeriskVRSK2,872,109 shares · 5.4% of their software · price +$9.3M$242M+$96.6M
- IntuitINTU1,799,333 shares · 5.3% of their software · price +$30.3M$239M−$23.2M
- Manhattan AssociatesMANH4,540,884 shares · 4.9% of their software · price −$18.1M$218MFlat
- Check PointCHKP1,502,179 shares · 3.6% of their software · price +$9.6M$164M−$15.8M
- WEX Inc.WEX1,537,401 shares · 3.6% of their software · price +$1.2M$160M+$17.1M
- SAPSAP1,312,736 shares · 3.1% of their software · price +$8.5M$137M−$16.2M
- Roper Technologies, Inc.ROP515,958 shares · 2.7% of their software · price +$12.9M$119M−$8.0M
- FactSetFDS695,340 shares · 2.6% of their software · price +$883K$116M−$4.6M
- Fiserv, Inc.FISV854,747 shares · 2.3% of their software · price +$6.0M$105M−$1.0M
- AutodeskADSK978,964 shares · 2.2% of their software · price +$14.0M$98.7M+$76.8M
- QualysQLYS2,264,080 shares · 2.1% of their software · price +$6.6M$92.4M+$2.2M
- NICENICE944,411 shares · 1.7% of their software · price +$10.1M$74.3M−$26.7M
- BlackbaudBLKB761,011 shares · 1.5% of their software · price +$6.9M$65.3M+$10.5M
- Amdocs LimitedDOX892,100 shares · 1.3% of their software · price +$3.1M$57.5M−$14.7M
- AdobeADBE343,021 shares · 1.1% of their software · price +$3.9M$48.5M−$58.0M
- Paychex, Inc.PAYX815,984 shares · 1.0% of their software · price −$1.6M$46.5MFlat
- Automatic Data Processing, Inc.ADP442,743 shares · 1.0% of their software$45.4M−$7.6M
- CoStarCSGP141,272 shares · 0.8% of their software · price +$8.0M$37.2MFlat
- SalesforceCRM384,892 shares · 0.7% of their software · price +$1.6M$33.3M−$2.4M
- ServiceNowNOW233,603 shares · 0.6% of their software · price +$4.3M$24.8MFlat
- Euronet Worldwide, Inc.EEFT270,000 shares · 0.5% of their software$23.6M+$3.5M
- TeradataTDC794,125 shares · 0.5% of their software · price −$1.3M$23.4M+$704K
- TrimbleTRMB409,273 shares · 0.3% of their software · price +$1.5M$14.6MFlat
- Palo Alto NetworksPANW89,415 shares · 0.3% of their software · price +$1.9M$12.0M+$4.1M
- WixWIX25,100 shares · 0.0% of their software$1.7MFlat
- Q2QTWO37,500 shares · 0.0% of their software$1.4M+$523K
- DescartesDSGX43,500 shares · 0.0% of their software$1.1MFlat
- VeriSign, Inc.VRSN10,385 shares · 0.0% of their software$965KFlat
- HubSpotHUBS13,430 shares · 0.0% of their software$883KNew · +$813K
- MorningstarMORN10,137 shares · 0.0% of their software$794KFlat
- InterDigital, Inc.IDCC9,294 shares · 0.0% of their software$718KFlat
- PaycomPAYC6,315 shares · 0.0% of their software$432KFlat
- SS&CSSNC9,345 shares · 0.0% of their software$359KFlat
- NetApp, Inc.NTAP8,201 shares · 0.0% of their software$328KFlat
- AppianAPPN16,111 shares · 0.0% of their software$292KNew · Flat
- F5, Inc.FFIV2,119 shares · 0.0% of their software$269KNew · Flat
- AkamaiAKAM5,068 shares · 0.0% of their software$252KFlat
- Block, Inc.XYZ10,212 shares · 0.0% of their software$240KFlat
- Sabre CorporationSABR9,316 shares · 0.0% of their software$203KNew · Flat
- Daily Journal CorporationDJCO1,000 shares · 0.0% of their software$202KFlat
- ReposiTrak, Inc.TRAK10,000 shares · 0.0% of their software$122KNew · Flat