Generalist · New York, NY
Neuberger Berman Group
Q1 2019 · compared with Q4 2018
Filed as Neuberger Berman Group LLC
- Software
- $5.7B
- Weight of 13F
- 7.1%
- Names
- 67
- Net bought
- +$31.6M
Filed 13 May 2019 · SEC filing.
1,482 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
- MicrosoftMSFT13,118,804 shares · 27.3% of their software · price +$215M$1.5B+$68.9M
- WEX Inc.WEX1,789,074 shares · 6.1% of their software · price +$92.9M$343M−$5.4M
- OracleORCL5,526,460 shares · 5.2% of their software · price +$47.3M$297M−$13.8M
- Fair IsaacFICO1,073,254 shares · 5.1% of their software · price +$90.8M$292M−$7.6M
- Manhattan AssociatesMANH4,455,789 shares · 4.3% of their software · price +$56.8M$246M−$5.0M
- IntuitINTU933,284 shares · 4.3% of their software · price +$60.3M$244M−$10.5M
- VeriskVRSK1,795,530 shares · 4.2% of their software · price +$43.0M$239M−$17.9M
- Tyler TechnologiesTYL1,107,718 shares · 4.0% of their software · price +$20.6M$226M−$16.7M
- QualysQLYS2,362,592 shares · 3.4% of their software · price +$18.9M$195M−$4.6M
- NetScout Systems, Inc.NTCT5,908,149 shares · 2.9% of their software · price +$26.2M$166M+$12.2M
- Roper Technologies, Inc.ROP442,240 shares · 2.7% of their software · price +$33.4M$151M−$2.8M
- AutodeskADSK950,407 shares · 2.6% of their software · price +$25.9M$148M−$11.7M
- Check PointCHKP1,027,259 shares · 2.3% of their software · price +$24.5M$130M−$52.2M
- Palo Alto NetworksPANW524,733 shares · 2.2% of their software · price +$28.6M$127M+$67.5M
- Fiserv, Inc.FISV1,335,001 shares · 2.1% of their software · price +$19.7M$118MFlat
- SAPSAP954,206 shares · 1.9% of their software · price +$15.2M$110M+$17.5M
- FactSetFDS426,921 shares · 1.9% of their software · price +$20.6M$106M−$2.6M
- SalesforceCRM627,186 shares · 1.8% of their software · price +$13.4M$99.3M+$53.0M
- AdobeADBE334,142 shares · 1.6% of their software · price +$13.4M$89.0M−$12.7M
- Paychex, Inc.PAYX806,019 shares · 1.1% of their software · price +$12.1M$64.6M−$971K
- TrimbleTRMB1,495,100 shares · 1.1% of their software · price +$11.2M$60.4M−$38.0M
- Automatic Data Processing, Inc.ADP358,002 shares · 1.0% of their software · price +$10.2M$57.2MFlat
- PTCPTC602,537 shares · 1.0% of their software · price +$5.6M$55.5M−$24.9M
- Amdocs LimitedDOX992,197 shares · 0.9% of their software · price −$4.4M$53.7M+$3.5M
- TwilioTWLO405,200 shares · 0.9% of their software · price +$16.2M$52.3M+$22.8M
- PagSeguro Digital Ltd.PAGS1,590,696 shares · 0.8% of their software · price +$17.7M$47.5M−$1.1M
- CoStarCSGP92,008 shares · 0.8% of their software · price +$11.9M$42.9M−$5.1M
- ServiceNowNOW165,368 shares · 0.7% of their software · price +$11.3M$40.8M−$4.9M
- NICENICE297,621 shares · 0.6% of their software · price +$4.3M$36.5M−$2.3M
- RingCentralRNG318,500 shares · 0.6% of their software · price +$8.1M$34.3M−$2.3M
- Block, Inc.XYZ452,422 shares · 0.6% of their software · price +$8.5M$33.9M+$3.5M
- VeevaVEEV264,466 shares · 0.6% of their software · price +$9.9M$33.6M−$1.5M
- NutanixNTNX735,395 shares · 0.5% of their software · price −$2.8M$27.8M+$10.0M
- WorkdayWDAY139,990 shares · 0.5% of their software · price +$4.6M$27.0M+$21.6M
- OktaOKTA319,000 shares · 0.5% of their software · price +$6.0M$26.4M−$2.3M
- TeradataTDC481,992 shares · 0.4% of their software · price +$2.5M$21.0MFlat
- OneSpan Inc.OSPN1,000,852 shares · 0.3% of their software · price +$6.3M$19.2MFlat
- ZscalerZS198,110 shares · 0.2% of their software · price +$6.3M$14.1M−$925K
- Ribbon Communications Inc.RBBN2,136,159 shares · 0.2% of their software · price +$705K$11.0M+$780K
- OpenTextOTEX162,567 shares · 0.1% of their software · price +$948K$6.2M+$4.8M
- ElasticESTC74,025 shares · 0.1% of their software · price +$621K$5.9MNew · +$5.3M
- VaronisVRNS73,841 shares · 0.1% of their software$4.4MNew · +$3.9M
- HubSpotHUBS15,930 shares · 0.0% of their software · price +$645K$2.6MFlat
- PaycomPAYC9,534 shares · 0.0% of their software · price +$636K$1.8MFlat
- WixWIX14,500 shares · 0.0% of their software$1.8MNew · +$1.3M
- Lyft, Inc.LYFT21,650 shares · 0.0% of their software$1.7MNew · +$1.7M
- DescartesDSGX43,500 shares · 0.0% of their software$1.6MFlat
- Q2QTWO21,000 shares · 0.0% of their software$1.5MFlat
- DocuSignDOCU27,669 shares · 0.0% of their software$1.4MFlat
- MorningstarMORN10,238 shares · 0.0% of their software$1.3MFlat
- VeriSign, Inc.VRSN7,097 shares · 0.0% of their software$1.3M−$858K
- ShopifySHOP5,525 shares · 0.0% of their software$1.1MFlat
- BlackLineBL23,471 shares · 0.0% of their software$1.1MNew · +$961K
- MongoDBMDB7,000 shares · 0.0% of their software$1.0MFlat
- The Trade DeskTTD3,800 shares · 0.0% of their software$752KFlat
- NetApp, Inc.NTAP10,772 shares · 0.0% of their software$747K−$505K
- FortinetFTNT8,441 shares · 0.0% of their software$709KFlat
- GoDaddyGDDY7,235 shares · 0.0% of their software$544KFlat
- Bandwidth Inc.BAND7,000 shares · 0.0% of their software$469KNew · Flat
- YextYEXT21,029 shares · 0.0% of their software$460KFlat
- SS&CSSNC6,225 shares · 0.0% of their software$396KFlat
- SynopsysSNPS2,459 shares · 0.0% of their software$283KFlat
- F5, Inc.FFIV1,731 shares · 0.0% of their software$272KFlat
- AkamaiAKAM3,694 shares · 0.0% of their software$265KFlat
- Rapid7RPD4,882 shares · 0.0% of their software$247KNew · Flat
- BroadridgeBR2,138 shares · 0.0% of their software$222K−$789K
- Daily Journal CorporationDJCO1,000 shares · 0.0% of their software$214KFlat