Generalist · New York, NY
Neuberger Berman Group
Q4 2019 · compared with Q3 2019
Filed as Neuberger Berman Group LLC
- Software
- $7.1B
- Weight of 13F
- 8.4%
- Names
- 72
- Net bought
- +$66.1M
Filed 12 February 2020 · SEC filing.
1,503 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
- MicrosoftMSFT13,540,871 shares · 30.2% of their software · price +$253M$2.1B−$22.6M
- Fair IsaacFICO959,918 shares · 5.1% of their software · price +$68.3M$360M−$15.3M
- WEX Inc.WEX1,534,134 shares · 4.6% of their software · price +$11.3M$321M+$5.8M
- Manhattan AssociatesMANH3,850,580 shares · 4.3% of their software · price −$3.5M$307M−$29.4M
- Tyler TechnologiesTYL986,906 shares · 4.2% of their software · price +$37.0M$296M−$13.4M
- ServiceNowNOW963,678 shares · 3.9% of their software · price +$27.4M$272M+$90.2M
- VeriskVRSK1,698,223 shares · 3.6% of their software · price −$14.9M$254MFlat
- IntuitINTU918,164 shares · 3.4% of their software · price −$3.7M$241M+$5.1M
- OracleORCL4,482,921 shares · 3.4% of their software · price −$9.2M$238M−$23.3M
- QualysQLYS2,519,647 shares · 3.0% of their software · price +$19.7M$210M+$7.8M
- AdobeADBE636,804 shares · 3.0% of their software · price +$34.1M$210MFlat
- SalesforceCRM1,290,798 shares · 3.0% of their software · price +$18.3M$210M+$14.7M
- Fiserv, Inc.FISV1,521,018 shares · 2.5% of their software · price +$18.3M$176M+$6.5M
- Roper Technologies, Inc.ROP423,761 shares · 2.1% of their software · price −$1.0M$150M−$1.8M
- SAPSAP1,104,648 shares · 2.1% of their software · price +$17.8M$148MFlat
- NetScout Systems, Inc.NTCT6,058,983 shares · 2.1% of their software · price +$6.1M$146M+$8.1M
- Check PointCHKP1,144,189 shares · 1.8% of their software · price +$1.7M$127M+$16.6M
- Palo Alto NetworksPANW529,931 shares · 1.7% of their software · price +$14.5M$123M+$4.3M
- FactSetFDS353,537 shares · 1.3% of their software · price +$9.0M$94.9M−$2.4M
- WixWIX762,906 shares · 1.3% of their software · price +$4.3M$93.4M+$4.4M
- Repay Holdings CorporationRPAY5,415,630 shares · 1.1% of their software · price +$7.1M$79.3M+$53.1M
- Amdocs LimitedDOX922,762 shares · 0.9% of their software · price +$5.6M$66.6M−$1.7M
- Paychex, Inc.PAYX765,491 shares · 0.9% of their software · price +$1.8M$65.1MFlat
- AutodeskADSK335,398 shares · 0.9% of their software · price +$12.0M$61.5M−$16.8M
- PagSeguro Digital Ltd.PAGS1,793,688 shares · 0.9% of their software · price −$21.8M$61.3M+$7.8M
- TrimbleTRMB1,390,563 shares · 0.8% of their software · price +$4.0M$58.0M−$611K
- Automatic Data Processing, Inc.ADP316,695 shares · 0.8% of their software · price +$2.9M$54.0M−$3.4M
- ZscalerZS1,050,263 shares · 0.7% of their software · price −$798K$48.8M−$7.6M
- CoStarCSGP74,241 shares · 0.6% of their software$44.4M−$1.4M
- Gen DigitalGEN1,481,711 shares · 0.5% of their software · price +$2.8M$37.8MNew · +$35.0M
- VeevaVEEV243,928 shares · 0.5% of their software · price −$2.9M$34.3M−$2.1M
- NICENICE194,169 shares · 0.4% of their software · price +$2.2M$30.1M−$881K
- Simulations PlusSLP997,463 shares · 0.4% of their software · price −$5.6M$29.0M+$17.2M
- RingCentralRNG164,005 shares · 0.4% of their software · price +$7.1M$27.7M−$13.3M
- OneSpan Inc.OSPN1,317,977 shares · 0.3% of their software · price +$3.5M$22.6M+$2.1M
- DocuSignDOCU271,919 shares · 0.3% of their software · price +$3.3M$20.2MFlat
- Q2QTWO239,000 shares · 0.3% of their software · price +$528K$19.4M−$2.7M
- PaylocityPCTY147,441 shares · 0.3% of their software · price +$3.4M$17.8M−$507K
- OktaOKTA148,052 shares · 0.2% of their software · price +$2.5M$17.1M−$6.9M
- Block, Inc.XYZ257,555 shares · 0.2% of their software$16.1M−$4.5M
- TwilioTWLO163,518 shares · 0.2% of their software · price −$1.9M$16.1M−$10.6M
- WorkdayWDAY81,602 shares · 0.2% of their software$13.4MNew · +$13.9M
- BoxBOX787,513 shares · 0.2% of their software$13.2M+$7.4M
- The Trade DeskTTD48,607 shares · 0.2% of their software · price +$3.5M$12.6M−$1.8M
- TeradataTDC445,737 shares · 0.2% of their software · price −$1.9M$11.9M−$533K
- HubSpotHUBS68,602 shares · 0.2% of their software$10.9M−$2.9M
- Ribbon Communications Inc.RBBN3,433,062 shares · 0.2% of their software · price −$9.4M$10.6M+$3.9M
- OpenTextOTEX186,984 shares · 0.1% of their software · price +$610K$8.3M+$1.8M
- ElasticESTC114,905 shares · 0.1% of their software · price −$2.1M$7.4MNew · +$9.5M
- Uber Technologies, Inc.UBER230,275 shares · 0.1% of their software$6.8MFlat
- ShopifySHOP11,007 shares · 0.1% of their software · price +$946K$4.4M+$1.8M
- DescartesDSGX79,497 shares · 0.0% of their software$3.4MFlat
- Rapid7RPD52,920 shares · 0.0% of their software · price +$563K$3.0M−$1.0M
- Cerence Inc.CRNC117,275 shares · 0.0% of their software · price +$631K$2.7MNew · +$2.0M
- PaycomPAYC9,237 shares · 0.0% of their software · price +$511K$2.4MFlat
- BroadridgeBR12,915 shares · 0.0% of their software$1.6MNew · +$1.6M
- MorningstarMORN9,427 shares · 0.0% of their software$1.4MFlat
- Bandwidth Inc.BAND20,000 shares · 0.0% of their software$1.3M−$2.9M
- BlackLineBL22,150 shares · 0.0% of their software$1.1MFlat
- Intellicheck, Inc.IDN137,207 shares · 0.0% of their software$1.0MFlat
- VeriSign, Inc.VRSN3,788 shares · 0.0% of their software$730KFlat
- SynopsysSNPS5,093 shares · 0.0% of their software$709KFlat
- BILLBILL16,200 shares · 0.0% of their software$616KNew · +$616K
- ZoomZM7,279 shares · 0.0% of their software$495KFlat
- AkamaiAKAM5,422 shares · 0.0% of their software$468KFlat
- GoDaddyGDDY6,828 shares · 0.0% of their software$463KFlat
- SS&CSSNC7,120 shares · 0.0% of their software$437KFlat
- YextYEXT22,529 shares · 0.0% of their software$325KFlat
- BlackBerry LimitedBB48,902 shares · 0.0% of their software$314KNew · Flat
- Daily Journal CorporationDJCO1,000 shares · 0.0% of their software$290KFlat
- CrowdStrikeCRWD5,328 shares · 0.0% of their software$265KFlat
- CadenceCDNS2,935 shares · 0.0% of their software$204KNew · Flat