Generalist · New York, NY
Neuberger Berman Group
Q2 2019 · compared with Q1 2019
Filed as Neuberger Berman Group LLC
- Software
- $6.4B
- Weight of 13F
- 7.8%
- Names
- 71
- Net bought
- +$164M
Filed 13 August 2019 · SEC filing.
1,516 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
- MicrosoftMSFT14,021,457 shares · 29.5% of their software · price +$225M$1.9B+$106M
- Fair IsaacFICO1,048,402 shares · 5.2% of their software · price +$44.4M$329M−$6.8M
- WEX Inc.WEX1,545,249 shares · 5.1% of their software · price +$24.9M$322M−$46.8M
- Manhattan AssociatesMANH4,353,662 shares · 4.7% of their software · price +$61.9M$302M−$5.6M
- OracleORCL5,215,606 shares · 4.7% of their software · price +$17.0M$297M−$16.7M
- VeriskVRSK1,787,913 shares · 4.1% of their software · price +$24.1M$262MFlat
- Tyler TechnologiesTYL1,082,251 shares · 3.7% of their software · price +$12.6M$234M−$5.2M
- IntuitINTU871,653 shares · 3.6% of their software$228M−$16.1M
- QualysQLYS2,308,126 shares · 3.2% of their software · price +$10.0M$201M−$4.5M
- Roper Technologies, Inc.ROP430,072 shares · 2.5% of their software · price +$10.4M$158M−$4.2M
- NetScout Systems, Inc.NTCT5,806,276 shares · 2.3% of their software · price −$15.6M$147M−$2.9M
- AutodeskADSK829,086 shares · 2.1% of their software · price +$5.9M$135M−$18.9M
- ServiceNowNOW481,952 shares · 2.1% of their software · price +$13.5M$132M+$78.0M
- Fiserv, Inc.FISV1,436,889 shares · 2.1% of their software · price +$4.1M$131M+$9.0M
- SAPSAP949,984 shares · 2.0% of their software · price +$20.3M$130MFlat
- Check PointCHKP1,014,078 shares · 1.8% of their software · price −$11.0M$117M−$1.7M
- Palo Alto NetworksPANW563,486 shares · 1.8% of their software · price −$22.0M$115M+$9.4M
- SalesforceCRM749,909 shares · 1.8% of their software · price −$5.0M$114M+$19.4M
- FactSetFDS390,950 shares · 1.8% of their software · price +$15.0M$112M−$8.9M
- AdobeADBE329,666 shares · 1.5% of their software · price +$9.3M$97.1M−$1.2M
- PTCPTC800,249 shares · 1.1% of their software · price −$1.9M$71.8M+$18.2M
- PagSeguro Digital Ltd.PAGS1,750,325 shares · 1.1% of their software · price +$16.0M$68.2M+$4.8M
- TrimbleTRMB1,511,358 shares · 1.1% of their software · price +$7.1M$68.2M+$657K
- Paychex, Inc.PAYX795,337 shares · 1.0% of their software · price +$1.7M$65.4M−$857K
- WixWIX459,200 shares · 1.0% of their software · price +$9.8M$65.3M+$53.7M
- Amdocs LimitedDOX966,263 shares · 0.9% of their software · price +$7.7M$60.0M−$1.4M
- Automatic Data Processing, Inc.ADP353,498 shares · 0.9% of their software · price +$2.0M$58.4M−$719K
- CoStarCSGP84,508 shares · 0.7% of their software · price +$7.4M$46.8M−$3.5M
- VeevaVEEV240,548 shares · 0.6% of their software · price +$8.5M$39.0M−$3.0M
- RingCentralRNG318,500 shares · 0.6% of their software · price +$2.3M$36.6MFlat
- OktaOKTA275,460 shares · 0.5% of their software · price +$11.2M$34.0M−$3.6M
- Block, Inc.XYZ452,820 shares · 0.5% of their software · price −$1.1M$32.8MFlat
- NICENICE218,954 shares · 0.5% of their software · price +$3.2M$30.0M−$9.6M
- TwilioTWLO219,218 shares · 0.5% of their software · price +$1.6M$29.9M−$24.0M
- ZscalerZS339,164 shares · 0.4% of their software · price +$1.9M$26.0M+$10.0M
- Q2QTWO296,100 shares · 0.4% of their software · price +$2.1M$22.6M+$19.1M
- The Trade DeskTTD77,500 shares · 0.3% of their software · price +$2.3M$17.7M+$14.6M
- TeradataTDC468,747 shares · 0.3% of their software · price −$3.7M$16.8M−$578K
- OneSpan Inc.OSPN1,156,109 shares · 0.3% of their software · price −$5.8M$16.4M+$3.0M
- WorkdayWDAY75,458 shares · 0.2% of their software · price +$961K$15.5M−$12.4M
- HubSpotHUBS90,130 shares · 0.2% of their software$15.4M+$12.3M
- DocuSignDOCU290,803 shares · 0.2% of their software · price −$619K$14.5M+$13.6M
- Ribbon Communications Inc.RBBN2,571,409 shares · 0.2% of their software · price −$669K$12.6M+$2.2M
- Uber Technologies, Inc.UBER207,035 shares · 0.2% of their software$9.6MNew · +$9.6M
- ElasticESTC97,485 shares · 0.1% of their software · price −$508K$7.3M+$1.9M
- OpenTextOTEX160,972 shares · 0.1% of their software$6.6MFlat
- Bandwidth Inc.BAND63,200 shares · 0.1% of their software · price +$509K$4.7M+$3.8M
- VaronisVRNS76,157 shares · 0.1% of their software$4.7MFlat
- Rapid7RPD71,405 shares · 0.1% of their software · price +$516K$4.1M+$3.4M
- DescartesDSGX70,297 shares · 0.0% of their software$2.6M+$975K
- PaycomPAYC9,349 shares · 0.0% of their software$2.1MFlat
- ShopifySHOP5,109 shares · 0.0% of their software$1.5MFlat
- MorningstarMORN9,662 shares · 0.0% of their software$1.4MFlat
- VeriSign, Inc.VRSN6,074 shares · 0.0% of their software$1.3MFlat
- BlackLineBL22,842 shares · 0.0% of their software$1.2MFlat
- Intellicheck, Inc.IDN169,991 shares · 0.0% of their software$984KNew · +$600K
- GoDaddyGDDY7,902 shares · 0.0% of their software$555KFlat
- SS&CSSNC8,105 shares · 0.0% of their software$467KFlat
- YextYEXT23,262 shares · 0.0% of their software$467KFlat
- AkamaiAKAM5,271 shares · 0.0% of their software$423KFlat
- CrowdStrikeCRWD5,009 shares · 0.0% of their software$342KNew · Flat
- MongoDBMDB2,000 shares · 0.0% of their software$304K−$735K
- SynopsysSNPS2,328 shares · 0.0% of their software$300KFlat
- BroadridgeBR2,215 shares · 0.0% of their software$283KFlat
- FortinetFTNT3,332 shares · 0.0% of their software$256KFlat
- ZoomZM2,850 shares · 0.0% of their software$253KNew · Flat
- CadenceCDNS3,398 shares · 0.0% of their software$241KNew · Flat
- Daily Journal CorporationDJCO1,000 shares · 0.0% of their software$238KFlat
- NutanixNTNX9,081 shares · 0.0% of their software$236K−$27.4M
- NetApp, Inc.NTAP3,705 shares · 0.0% of their software$229KFlat
- Euronet Worldwide, Inc.EEFT1,199 shares · 0.0% of their software$202KNew · Flat