Generalist · New York, NY
Neuberger Berman Group
Q1 2020 · compared with Q4 2019
Filed as Neuberger Berman Group LLC
- Software
- $6.3B
- Weight of 13F
- 10.0%
- Names
- 72
- Net bought
- −$79.8M
Filed 14 May 2020 · SEC filing.
1,487 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
- MicrosoftMSFT13,313,182 shares · 33.1% of their software$2.1B−$35.9M
- Fair IsaacFICO998,490 shares · 4.8% of their software · price −$66.9M$307M+$14.5M
- ServiceNowNOW1,063,098 shares · 4.8% of their software · price +$4.5M$305M+$28.1M
- AdobeADBE951,259 shares · 4.8% of their software · price −$11.0M$303M+$104M
- Tyler TechnologiesTYL950,275 shares · 4.4% of their software · price −$3.3M$282M−$11.0M
- IntuitINTU933,893 shares · 3.4% of their software · price −$29.8M$215M+$4.1M
- QualysQLYS2,455,571 shares · 3.4% of their software · price +$8.9M$214M−$5.3M
- VeriskVRSK1,490,902 shares · 3.3% of their software · price −$14.8M$208M−$31.0M
- SalesforceCRM1,327,166 shares · 3.0% of their software · price −$24.8M$191M+$5.9M
- Manhattan AssociatesMANH3,752,899 shares · 2.9% of their software · price −$112M$187M−$7.8M
- OracleORCL3,510,041 shares · 2.7% of their software · price −$16.3M$170M−$51.5M
- WEX Inc.WEX1,556,234 shares · 2.6% of their software · price −$163M$163M+$4.6M
- Check PointCHKP1,478,383 shares · 2.3% of their software · price −$15.4M$149M+$37.1M
- NetScout Systems, Inc.NTCT6,249,459 shares · 2.3% of their software · price −$2.5M$148M+$4.6M
- Fiserv, Inc.FISV1,457,427 shares · 2.2% of their software · price −$30.1M$138M−$7.4M
- Roper Technologies, Inc.ROP440,220 shares · 2.2% of their software · price −$18.7M$137M+$5.8M
- SAPSAP1,089,414 shares · 1.9% of their software · price −$25.6M$120M−$2.0M
- FactSetFDS322,426 shares · 1.3% of their software · price −$2.5M$84.1M−$8.3M
- WixWIX746,432 shares · 1.2% of their software · price −$16.1M$75.3M−$2.0M
- ZscalerZS1,150,887 shares · 1.1% of their software · price +$16.5M$70.0M+$4.7M
- Amdocs LimitedDOX944,537 shares · 0.8% of their software · price −$16.3M$51.9M+$1.6M
- AutodeskADSK316,476 shares · 0.8% of their software · price −$8.7M$49.4M−$3.5M
- Paychex, Inc.PAYX755,157 shares · 0.7% of their software · price −$16.7M$47.5M−$879K
- Repay Holdings CorporationRPAY3,229,072 shares · 0.7% of their software · price −$969K$46.3M−$32.0M
- WorkdayWDAY328,370 shares · 0.7% of their software · price −$11.2M$42.8M+$40.6M
- Simulations PlusSLP1,138,406 shares · 0.6% of their software · price +$6.7M$39.8M+$4.1M
- DocuSignDOCU400,607 shares · 0.6% of their software · price +$7.3M$37.0M+$9.5M
- Automatic Data Processing, Inc.ADP240,290 shares · 0.5% of their software · price −$8.1M$32.8M−$13.0M
- CoStarCSGP53,629 shares · 0.5% of their software · price −$595K$31.5M−$12.3M
- VeevaVEEV200,389 shares · 0.5% of their software · price +$3.1M$31.3M−$6.1M
- PagSeguro Digital Ltd.PAGS1,524,097 shares · 0.5% of their software · price −$22.6M$29.5M−$9.2M
- RingCentralRNG134,500 shares · 0.4% of their software · price +$5.8M$28.5M−$5.0M
- NICENICE177,157 shares · 0.4% of their software · price −$2.1M$25.4M−$2.6M
- Gen DigitalGEN1,320,408 shares · 0.4% of their software · price −$9.0M$24.7M−$4.1M
- OneSpan Inc.OSPN1,310,498 shares · 0.4% of their software · price +$1.3M$23.7MFlat
- TrimbleTRMB695,902 shares · 0.3% of their software · price −$6.9M$22.2M−$29.0M
- OktaOKTA180,516 shares · 0.3% of their software · price +$1.2M$22.1M+$3.7M
- BoxBOX1,186,659 shares · 0.3% of their software · price −$3.3M$16.7M+$6.7M
- TwilioTWLO147,518 shares · 0.2% of their software · price −$1.3M$13.2M−$1.6M
- Block, Inc.XYZ250,398 shares · 0.2% of their software · price −$2.5M$13.1MFlat
- AkamaiAKAM140,735 shares · 0.2% of their software · price +$719K$12.9M+$11.7M
- TeradataTDC586,536 shares · 0.2% of their software · price −$3.7M$12.0M+$3.8M
- MongoDBMDB85,889 shares · 0.2% of their software$11.7MNew · +$11.3M
- Ribbon Communications Inc.RBBN3,501,957 shares · 0.2% of their software$10.6MFlat
- ShopifySHOP25,218 shares · 0.2% of their software$10.5M+$5.7M
- PaylocityPCTY112,602 shares · 0.2% of their software · price −$3.7M$9.9M−$4.2M
- Q2QTWO149,000 shares · 0.1% of their software · price −$3.3M$8.8M−$7.3M
- OpenTextOTEX251,260 shares · 0.1% of their software · price −$2.3M$8.7M+$2.8M
- The Trade DeskTTD43,500 shares · 0.1% of their software · price −$2.9M$8.4M−$1.3M
- Uber Technologies, Inc.UBER293,053 shares · 0.1% of their software · price −$533K$8.2M+$1.9M
- HubSpotHUBS61,184 shares · 0.1% of their software · price −$1.5M$8.1M−$1.2M
- Palo Alto NetworksPANW49,015 shares · 0.1% of their software · price −$3.3M$8.0M−$111M
- Radware Ltd.RDWR330,581 shares · 0.1% of their software · price −$1.6M$7.0MNew · +$8.5M
- CrowdStrikeCRWD103,284 shares · 0.1% of their software · price +$600K$5.8M+$4.9M
- SPS CommerceSPSC100,536 shares · 0.1% of their software · price −$896K$4.7MNew · +$5.6M
- DescartesDSGX98,669 shares · 0.1% of their software · price −$822K$3.4M+$819K
- Five9FIVN40,146 shares · 0.0% of their software$3.1MNew · +$2.6M
- Rapid7RPD54,895 shares · 0.0% of their software · price −$697K$2.4MFlat
- Bandwidth Inc.BAND30,000 shares · 0.0% of their software$2.0M+$641K
- PaycomPAYC8,522 shares · 0.0% of their software · price −$535K$1.7MFlat
- BlackLineBL22,208 shares · 0.0% of their software$1.2MFlat
- MorningstarMORN9,207 shares · 0.0% of their software$1.1MFlat
- ZoomZM6,238 shares · 0.0% of their software$911KFlat
- VeriSign, Inc.VRSN3,847 shares · 0.0% of their software$692KFlat
- BILLBILL18,122 shares · 0.0% of their software$620KFlat
- CadenceCDNS7,341 shares · 0.0% of their software$485KFlat
- Intellicheck, Inc.IDN137,207 shares · 0.0% of their software · price −$563K$465KFlat
- BroadridgeBR4,390 shares · 0.0% of their software$416K−$1.1M
- SynopsysSNPS3,140 shares · 0.0% of their software$404KFlat
- YextYEXT22,529 shares · 0.0% of their software$230KFlat
- Daily Journal CorporationDJCO1,000 shares · 0.0% of their software$228KFlat
- BlackBerry LimitedBB48,902 shares · 0.0% of their software$202KFlat