Neuberger Berman Group

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.

• MicrosoftMSFT−$55.6M$986M
• AutodeskADSK+$44.8M$153M
• VeriskVRSK−$36.5M$220M
• Manhattan AssociatesMANH+$35.1M$261M
• OracleORCL−$25.8M$580M

Software held

• MicrosoftMSFT11,525,006 shares · 20.2% of their software · price +$127M$986M−$55.6M
• OracleORCL12,261,515 shares · 11.9% of their software · price −$13.1M$580M−$25.8M
• WEX Inc.WEX1,895,630 shares · 5.5% of their software · price +$55.0M$268M+$25.3M
• Fair IsaacFICO1,745,799 shares · 5.5% of their software · price +$22.2M$267M−$14.8M
• Manhattan AssociatesMANH5,268,889 shares · 5.3% of their software · price +$42.0M$261M+$35.1M
• Tyler TechnologiesTYL1,446,451 shares · 5.2% of their software · price +$3.9M$256M−$14.1M
• NetScout Systems, Inc.NTCT8,162,685 shares · 5.1% of their software · price −$15.5M$248MFlat
• VeriskVRSK2,287,876 shares · 4.5% of their software · price +$29.3M$220M−$36.5M
• IntuitINTU1,381,088 shares · 4.4% of their software · price +$21.6M$217M+$2.2M
• Check PointCHKP1,717,896 shares · 3.6% of their software · price −$17.9M$178M+$7.1M
• QualysQLYS2,817,770 shares · 3.4% of their software · price +$21.3M$167MFlat
• SAPSAP1,409,033 shares · 3.2% of their software · price +$3.8M$158M+$6.9M
• AutodeskADSK1,458,687 shares · 3.1% of their software · price −$10.8M$153M+$44.8M
• Roper Technologies, Inc.ROP490,809 shares · 2.6% of their software · price +$7.7M$127M−$1.6M
• FactSetFDS588,739 shares · 2.3% of their software · price +$7.4M$113M−$15.7M
• Fiserv, Inc.FISV747,779 shares · 2.0% of their software · price +$1.6M$98.1M−$14.1M
• BlackbaudBLKB698,132 shares · 1.3% of their software · price +$4.7M$66.0M−$3.6M
• Paychex, Inc.PAYX942,785 shares · 1.3% of their software · price +$7.7M$64.2M+$8.1M
• Amdocs LimitedDOX905,717 shares · 1.2% of their software · price +$1.1M$59.3MFlat
• AdobeADBE261,092 shares · 0.9% of their software · price +$6.8M$45.8M−$12.1M
• Automatic Data Processing, Inc.ADP371,695 shares · 0.9% of their software · price +$2.9M$43.6M−$629K
• NICENICE458,296 shares · 0.9% of their software · price +$4.9M$42.1MFlat
• CoStarCSGP141,140 shares · 0.9% of their software · price +$4.1M$41.9MFlat
• SalesforceCRM314,188 shares · 0.7% of their software · price +$2.8M$32.1M−$4.2M
• ServiceNowNOW235,046 shares · 0.6% of their software · price +$3.0M$30.6MFlat
• TeradataTDC784,441 shares · 0.6% of their software · price +$3.7M$30.2MFlat
• TrimbleTRMB650,491 shares · 0.5% of their software · price +$904K$26.5M+$5.6M
• Euronet Worldwide, Inc.EEFT268,500 shares · 0.5% of their software · price −$2.8M$22.6MFlat
• Ribbon Communications Inc.RBBN2,343,003 shares · 0.4% of their software$18.1MNew · +$17.9M
• VeevaVEEV280,000 shares · 0.3% of their software$15.5M+$2.6M
• Block, Inc.XYZ361,836 shares · 0.3% of their software · price +$2.1M$12.5M−$5.1M
• Palo Alto NetworksPANW81,170 shares · 0.2% of their software$11.8MFlat
• AkamaiAKAM165,183 shares · 0.2% of their software · price +$2.7M$10.7M+$7.8M
• Q2QTWO39,500 shares · 0.0% of their software$1.5MFlat
• HubSpotHUBS15,630 shares · 0.0% of their software$1.4MFlat
• MorningstarMORN12,928 shares · 0.0% of their software$1.3MFlat
• DescartesDSGX43,500 shares · 0.0% of their software$1.2MFlat
• VeriSign, Inc.VRSN10,539 shares · 0.0% of their software$1.2MFlat
• SynopsysSNPS13,711 shares · 0.0% of their software$1.2MNew · +$1.1M
• Five9FIVN45,500 shares · 0.0% of their software$1.1MFlat
• RingCentralRNG23,300 shares · 0.0% of their software$1.1M−$501K
• WixWIX14,700 shares · 0.0% of their software$846KFlat
• GoDaddyGDDY15,246 shares · 0.0% of their software$767KNew · +$663K
• NutanixNTNX20,300 shares · 0.0% of their software$716KNew · Flat
• NetApp, Inc.NTAP12,551 shares · 0.0% of their software$694KFlat
• Sabre CorporationSABR26,031 shares · 0.0% of their software$534KFlat
• PaycomPAYC6,089 shares · 0.0% of their software$489KFlat
• WorkdayWDAY4,692 shares · 0.0% of their software$477KNew · Flat
• SS&CSSNC10,227 shares · 0.0% of their software$414KFlat
• OktaOKTA15,000 shares · 0.0% of their software$384KNew · Flat
• YextYEXT21,029 shares · 0.0% of their software$253KNew · Flat
• F5, Inc.FFIV1,825 shares · 0.0% of their software$239KFlat
• Daily Journal CorporationDJCO1,000 shares · 0.0% of their software$230KFlat
• ACI WorldwideACIW9,262 shares · 0.0% of their software$210KFlat
• PTCPTC3,329 shares · 0.0% of their software$202KNew · Flat