Generalist · New York, NY
Neuberger Berman Group
Q3 2017 · compared with Q2 2017
Filed as Neuberger Berman Group LLC
- Software
- $4.6B
- Weight of 13F
- 5.8%
- Names
- 50
- Net bought
- −$29.8M
Filed 15 November 2017 · SEC filing.
1,575 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
- MicrosoftMSFT12,271,720 shares · 19.9% of their software · price +$68.2M$914MFlat
- OracleORCL12,794,518 shares · 13.5% of their software · price −$22.9M$619M+$22.7M
- Tyler TechnologiesTYL1,527,084 shares · 5.8% of their software · price −$2.1M$266M−$8.1M
- NetScout Systems, Inc.NTCT8,130,772 shares · 5.7% of their software · price −$16.7M$263M−$6.2M
- Fair IsaacFICO1,850,982 shares · 5.7% of their software · price +$2.0M$260M−$7.6M
- VeriskVRSK2,726,478 shares · 4.9% of their software · price −$3.2M$227M−$12.3M
- IntuitINTU1,365,594 shares · 4.2% of their software · price +$12.7M$194M−$57.6M
- Check PointCHKP1,655,376 shares · 4.1% of their software · price +$8.2M$189M+$16.7M
- WEX Inc.WEX1,669,854 shares · 4.1% of their software · price +$13.3M$187M+$13.8M
- Manhattan AssociatesMANH4,425,070 shares · 4.0% of their software · price −$28.7M$184M−$5.6M
- SAPSAP1,346,504 shares · 3.2% of their software · price +$6.7M$148M+$3.5M
- QualysQLYS2,802,385 shares · 3.2% of their software · price +$30.8M$145M+$22.0M
- FactSetFDS675,658 shares · 2.6% of their software · price +$9.4M$122M−$3.3M
- Roper Technologies, Inc.ROP497,245 shares · 2.6% of their software · price +$5.9M$121M−$4.3M
- AutodeskADSK1,059,906 shares · 2.6% of their software · price +$12.1M$119M+$8.2M
- Fiserv, Inc.FISV857,157 shares · 2.4% of their software · price +$5.7M$111MFlat
- BlackbaudBLKB739,621 shares · 1.4% of their software · price +$1.5M$64.9M−$1.8M
- Amdocs LimitedDOX899,837 shares · 1.3% of their software$57.9MFlat
- AdobeADBE342,259 shares · 1.1% of their software · price +$2.6M$51.1MFlat
- Paychex, Inc.PAYX808,242 shares · 1.1% of their software · price +$2.4M$48.5MFlat
- Automatic Data Processing, Inc.ADP377,447 shares · 0.9% of their software · price +$2.6M$41.3M−$6.7M
- CoStarCSGP141,310 shares · 0.8% of their software · price +$657K$37.9MFlat
- NICENICE460,352 shares · 0.8% of their software · price +$1.2M$37.4M−$38.1M
- SalesforceCRM359,257 shares · 0.7% of their software · price +$2.5M$33.6M−$2.2M
- ServiceNowNOW234,855 shares · 0.6% of their software · price +$2.7M$27.6MFlat
- TeradataTDC793,588 shares · 0.6% of their software · price +$3.4M$26.8MFlat
- Euronet Worldwide, Inc.EEFT268,615 shares · 0.6% of their software · price +$2.0M$25.5MFlat
- TrimbleTRMB507,602 shares · 0.4% of their software · price +$1.8M$19.9M+$3.5M
- Block, Inc.XYZ540,000 shares · 0.3% of their software · price +$2.9M$15.6M+$12.4M
- VeevaVEEV233,370 shares · 0.3% of their software · price −$1.1M$13.2MNew · +$14.3M
- Palo Alto NetworksPANW83,364 shares · 0.3% of their software · price +$858K$12.0M−$810K
- Q2QTWO37,500 shares · 0.0% of their software$1.6MFlat
- RingCentralRNG35,300 shares · 0.0% of their software$1.5MNew · +$1.3M
- DescartesDSGX43,500 shares · 0.0% of their software$1.2MFlat
- MorningstarMORN13,362 shares · 0.0% of their software$1.1MFlat
- WixWIX15,700 shares · 0.0% of their software$1.1M−$654K
- VeriSign, Inc.VRSN10,584 shares · 0.0% of their software$1.1MFlat
- Five9FIVN45,500 shares · 0.0% of their software$1.1MNew · +$979K
- HubSpotHUBS12,725 shares · 0.0% of their software$1.1MFlat
- InterDigital, Inc.IDCC9,399 shares · 0.0% of their software$693KFlat
- NetApp, Inc.NTAP11,699 shares · 0.0% of their software$512KFlat
- PaycomPAYC6,381 shares · 0.0% of their software$478KFlat
- AppianAPPN16,111 shares · 0.0% of their software$459KFlat
- GuidewireGWRE4,955 shares · 0.0% of their software$386KNew · Flat
- SS&CSSNC9,498 shares · 0.0% of their software$381KFlat
- F5, Inc.FFIV2,501 shares · 0.0% of their software$302KFlat
- AkamaiAKAM5,939 shares · 0.0% of their software$289KFlat
- Daily Journal CorporationDJCO1,000 shares · 0.0% of their software$219KFlat
- ACI WorldwideACIW9,262 shares · 0.0% of their software$211KNew · Flat
- Sabre CorporationSABR11,403 shares · 0.0% of their software$206KFlat