Generalist · New York, NY
Neuberger Berman Group
Q4 2018 · compared with Q3 2018
Filed as Neuberger Berman Group LLC
- Software
- $4.6B
- Weight of 13F
- 6.6%
- Names
- 64
- Net bought
- +$187M
Filed 12 February 2019 · SEC filing.
1,548 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
- MicrosoftMSFT12,440,320 shares · 27.3% of their software · price −$159M$1.3B+$59.4M
- OracleORCL5,832,957 shares · 5.7% of their software · price −$37.4M$263M−$58.4M
- WEX Inc.WEX1,827,620 shares · 5.5% of their software · price −$111M$256M+$47.5M
- Tyler TechnologiesTYL1,197,463 shares · 4.8% of their software · price −$70.9M$223M−$16.2M
- VeriskVRSK1,960,104 shares · 4.6% of their software · price −$22.6M$214M+$11.2M
- Fair IsaacFICO1,113,735 shares · 4.5% of their software · price −$46.3M$208M−$11.5M
- IntuitINTU986,542 shares · 4.2% of their software · price −$30.1M$194M+$23.6M
- Manhattan AssociatesMANH4,574,891 shares · 4.2% of their software · price −$56.0M$194M−$9.6M
- QualysQLYS2,423,665 shares · 3.9% of their software · price −$34.8M$181M−$4.4M
- Check PointCHKP1,535,400 shares · 3.4% of their software · price −$23.1M$158M−$21.3M
- AutodeskADSK1,041,310 shares · 2.9% of their software · price −$28.6M$134M−$10.0M
- NetScout Systems, Inc.NTCT5,392,232 shares · 2.8% of their software · price −$8.7M$127M+$3.4M
- Roper Technologies, Inc.ROP452,642 shares · 2.6% of their software · price −$13.4M$121M−$2.0M
- Fiserv, Inc.FISV1,340,763 shares · 2.1% of their software · price −$11.9M$98.5M+$12.5M
- AdobeADBE390,402 shares · 1.9% of their software · price −$17.1M$88.3M+$73.3M
- FactSetFDS439,932 shares · 1.9% of their software · price −$10.4M$88.0M−$3.7M
- TrimbleTRMB2,650,211 shares · 1.9% of their software · price −$28.0M$87.2M+$60.3M
- SAPSAP778,321 shares · 1.7% of their software · price −$18.3M$77.5M−$30.3M
- PTCPTC903,016 shares · 1.6% of their software · price −$21.0M$74.9M+$15.1M
- Amdocs LimitedDOX932,365 shares · 1.2% of their software · price −$6.9M$54.6MNew · +$61.5M
- Paychex, Inc.PAYX820,923 shares · 1.2% of their software · price −$7.0M$53.5MFlat
- Automatic Data Processing, Inc.ADP356,140 shares · 1.0% of their software · price −$7.0M$46.7MFlat
- CoStarCSGP107,119 shares · 0.8% of their software · price −$8.9M$36.1M−$592K
- NICENICE319,091 shares · 0.7% of their software · price −$2.0M$34.5MFlat
- ServiceNowNOW192,889 shares · 0.7% of their software · price −$3.4M$34.3MFlat
- SalesforceCRM240,041 shares · 0.7% of their software · price −$5.3M$32.9MFlat
- Palo Alto NetworksPANW166,321 shares · 0.7% of their software · price −$6.1M$31.3M+$2.7M
- PagSeguro Digital Ltd.PAGS1,649,163 shares · 0.7% of their software · price −$14.7M$30.9MNew · +$45.6M
- RingCentralRNG346,500 shares · 0.6% of their software · price −$3.7M$28.6M+$1.5M
- VeevaVEEV281,536 shares · 0.5% of their software · price −$5.5M$25.1MFlat
- OktaOKTA354,300 shares · 0.5% of their software · price −$2.3M$22.6M+$5.0M
- Block, Inc.XYZ389,359 shares · 0.5% of their software · price −$16.7M$21.8M+$1.6M
- NutanixNTNX495,487 shares · 0.4% of their software · price −$560K$20.6MFlat
- TeradataTDC490,202 shares · 0.4% of their software$18.8MFlat
- LiveRamp Holdings, Inc.RAMP427,110 shares · 0.4% of their software · price −$4.6M$16.5MNew · +$21.1M
- TwilioTWLO150,000 shares · 0.3% of their software$13.4MNew · +$12.9M
- OneSpan Inc.OSPN980,103 shares · 0.3% of their software · price −$6.0M$12.7M+$2.5M
- Ribbon Communications Inc.RBBN1,974,396 shares · 0.2% of their software · price −$4.0M$9.5M−$1.2M
- ZscalerZS221,694 shares · 0.2% of their software$8.7M+$2.0M
- VeriSign, Inc.VRSN12,880 shares · 0.0% of their software$1.9MFlat
- HubSpotHUBS12,230 shares · 0.0% of their software$1.5MFlat
- Q2QTWO29,000 shares · 0.0% of their software$1.4MFlat
- MorningstarMORN11,468 shares · 0.0% of their software$1.3MFlat
- DescartesDSGX43,500 shares · 0.0% of their software$1.2MFlat
- NetApp, Inc.NTAP19,240 shares · 0.0% of their software · price −$504K$1.1M−$60.4M
- PaycomPAYC8,479 shares · 0.0% of their software$1.0MFlat
- BroadridgeBR10,332 shares · 0.0% of their software$994KNew · +$1.4M
- FortinetFTNT14,027 shares · 0.0% of their software$988K+$921K
- DocuSignDOCU24,010 shares · 0.0% of their software$962KFlat
- The Trade DeskTTD6,904 shares · 0.0% of their software$801KNew · +$1.0M
- WorkdayWDAY4,856 shares · 0.0% of their software$775KFlat
- F5, Inc.FFIV4,574 shares · 0.0% of their software$741KNew · +$912K
- ShopifySHOP4,121 shares · 0.0% of their software$571KFlat
- OpenTextOTEX16,633 shares · 0.0% of their software$545KFlat
- GoDaddyGDDY6,406 shares · 0.0% of their software$420KFlat
- AkamaiAKAM5,693 shares · 0.0% of their software$348K−$36.0M
- YextYEXT21,029 shares · 0.0% of their software$312KFlat
- Sabre CorporationSABR13,760 shares · 0.0% of their software$298KFlat
- SS&CSSNC6,317 shares · 0.0% of their software$285KFlat
- Euronet Worldwide, Inc.EEFT2,500 shares · 0.0% of their software$256KNew · Flat
- MongoDBMDB3,000 shares · 0.0% of their software$251KNew · Flat
- ACI WorldwideACIW8,545 shares · 0.0% of their software$236KFlat
- Daily Journal CorporationDJCO1,000 shares · 0.0% of their software$234KFlat
- SynopsysSNPS2,607 shares · 0.0% of their software$220KFlat