Generalist · New York, NY
Neuberger Berman Group
Q2 2020 · compared with Q1 2020
Filed as Neuberger Berman Group LLC
- Software
- $8.4B
- Weight of 13F
- 10.8%
- Names
- 78
- Net bought
- −$74.6M
Filed 13 August 2020 · SEC filing.
1,489 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
- MicrosoftMSFT13,118,649 shares · 31.9% of their software · price +$601M$2.7B−$30.7M
- Fair IsaacFICO986,724 shares · 4.9% of their software · price +$109M$412M−$3.6M
- ServiceNowNOW976,699 shares · 4.7% of their software · price +$116M$396M−$24.8M
- AdobeADBE886,090 shares · 4.6% of their software · price +$104M$385M−$20.7M
- Manhattan AssociatesMANH3,792,568 shares · 4.3% of their software · price +$168M$357M+$2.0M
- SalesforceCRM1,902,168 shares · 4.3% of their software · price +$82.5M$356M+$82.8M
- Tyler TechnologiesTYL931,522 shares · 3.9% of their software · price +$46.9M$323M−$5.6M
- IntuitINTU949,959 shares · 3.4% of their software · price +$62.9M$281M+$3.7M
- WEX Inc.WEX1,672,321 shares · 3.3% of their software · price +$101M$276M+$12.1M
- VeriskVRSK1,572,618 shares · 3.2% of their software · price +$48.5M$268M+$11.4M
- QualysQLYS2,387,289 shares · 3.0% of their software · price +$40.7M$248M−$5.9M
- OracleORCL3,563,935 shares · 2.4% of their software · price +$24.7M$197M+$2.6M
- Roper Technologies, Inc.ROP452,414 shares · 2.1% of their software · price +$34.6M$176M+$3.8M
- NetScout Systems, Inc.NTCT6,662,125 shares · 2.0% of their software · price +$12.6M$170M+$9.8M
- Check PointCHKP1,434,231 shares · 1.8% of their software · price +$9.9M$154M−$4.4M
- SAPSAP1,025,070 shares · 1.7% of their software · price +$30.2M$144M−$7.1M
- WixWIX446,648 shares · 1.4% of their software · price +$69.4M$114M−$30.2M
- Fiserv, Inc.FISV1,172,709 shares · 1.4% of their software · price +$3.1M$114M−$27.0M
- ZscalerZS874,451 shares · 1.1% of their software · price +$42.5M$95.8M−$16.8M
- SPS CommerceSPSC1,063,110 shares · 1.0% of their software · price +$30.4M$79.9M+$44.8M
- AutodeskADSK316,300 shares · 0.9% of their software · price +$26.3M$75.6MFlat
- Simulations PlusSLP1,219,200 shares · 0.9% of their software · price +$30.4M$72.9M+$2.8M
- FactSetFDS209,358 shares · 0.8% of their software · price +$14.2M$68.7M−$29.5M
- DocuSignDOCU373,422 shares · 0.8% of their software · price +$29.8M$63.9M−$2.5M
- OktaOKTA298,994 shares · 0.7% of their software · price +$23.3M$59.9M+$14.5M
- Amdocs LimitedDOX920,933 shares · 0.7% of their software · price +$5.4M$56.1M−$1.3M
- Paychex, Inc.PAYX716,352 shares · 0.6% of their software · price +$9.2M$54.3M−$2.4M
- PagSeguro Digital Ltd.PAGS1,486,389 shares · 0.6% of their software · price +$23.8M$52.5M−$729K
- WorkdayWDAY277,137 shares · 0.6% of their software · price +$15.8M$51.9M−$6.7M
- OneSpan Inc.OSPN1,290,355 shares · 0.4% of their software · price +$12.6M$36.0MFlat
- Automatic Data Processing, Inc.ADP241,125 shares · 0.4% of their software · price +$2.9M$35.9MFlat
- VeevaVEEV150,371 shares · 0.4% of their software · price +$11.7M$35.2M−$7.8M
- RingCentralRNG121,171 shares · 0.4% of their software · price +$8.9M$34.5M−$2.8M
- NICENICE171,496 shares · 0.4% of their software · price +$7.8M$32.5M−$813K
- CoStarCSGP43,583 shares · 0.4% of their software · price +$5.4M$31.0M−$5.9M
- TrimbleTRMB695,275 shares · 0.4% of their software · price +$7.9M$30.0MFlat
- ShopifySHOP29,684 shares · 0.3% of their software · price +$15.8M$28.1M+$1.9M
- TwilioTWLO126,489 shares · 0.3% of their software · price +$16.4M$27.7M−$1.9M
- Block, Inc.XYZ249,594 shares · 0.3% of their software · price +$13.1M$26.2MFlat
- BoxBOX1,163,092 shares · 0.3% of their software · price +$7.8M$24.1MFlat
- The Trade DeskTTD57,027 shares · 0.3% of their software · price +$12.2M$23.2M+$2.6M
- Repay Holdings CorporationRPAY936,212 shares · 0.3% of their software · price +$9.6M$23.1M−$32.9M
- MongoDBMDB101,499 shares · 0.3% of their software · price +$9.1M$23.0M+$2.1M
- Gen DigitalGEN1,133,937 shares · 0.3% of their software · price +$1.3M$22.5M−$3.5M
- CrowdStrikeCRWD205,755 shares · 0.2% of their software · price +$9.2M$20.6M+$5.7M
- AkamaiAKAM191,466 shares · 0.2% of their software · price +$3.0M$20.5M+$4.6M
- Q2QTWO166,000 shares · 0.2% of their software · price +$4.4M$14.2M+$1.0M
- HubSpotHUBS61,247 shares · 0.2% of their software · price +$5.6M$13.7MFlat
- Ribbon Communications Inc.RBBN3,427,880 shares · 0.2% of their software · price +$3.1M$13.5MFlat
- Uber Technologies, Inc.UBER340,262 shares · 0.1% of their software · price +$1.1M$10.6M+$1.3M
- OpenTextOTEX244,841 shares · 0.1% of their software · price +$1.9M$10.4MFlat
- PaylocityPCTY67,602 shares · 0.1% of their software · price +$3.9M$9.9M−$4.0M
- Radware Ltd.RDWR404,471 shares · 0.1% of their software · price +$1.0M$9.5M+$1.6M
- Five9FIVN81,484 shares · 0.1% of their software · price +$2.8M$8.9M+$3.2M
- Shift4 Payments, Inc.FOUR208,970 shares · 0.1% of their software$7.4MNew · +$7.4M
- DescartesDSGX97,642 shares · 0.1% of their software · price +$1.8M$5.2MFlat
- Bandwidth Inc.BAND29,000 shares · 0.0% of their software · price +$1.7M$3.7MFlat
- Palo Alto NetworksPANW13,568 shares · 0.0% of their software · price +$892K$3.1M−$5.8M
- BILLBILL34,087 shares · 0.0% of their software · price +$1.9M$3.1M+$546K
- PaycomPAYC9,928 shares · 0.0% of their software · price +$1.1M$3.1MFlat
- FastlyFSLY34,273 shares · 0.0% of their software · price +$2.3M$2.9MNew · +$651K
- DropboxDBX118,197 shares · 0.0% of their software$2.6MNew · +$2.1M
- BlackLineBL22,685 shares · 0.0% of their software · price +$687K$1.9MFlat
- ZoomZM5,863 shares · 0.0% of their software · price +$630K$1.5MFlat
- MorningstarMORN9,667 shares · 0.0% of their software$1.4MFlat
- Intellicheck, Inc.IDN142,207 shares · 0.0% of their software · price +$592K$1.1MFlat
- CadenceCDNS8,733 shares · 0.0% of their software$808KFlat
- VeriSign, Inc.VRSN3,737 shares · 0.0% of their software$771KFlat
- BroadridgeBR4,452 shares · 0.0% of their software$560KFlat
- SynopsysSNPS2,255 shares · 0.0% of their software$434KFlat
- TeradataTDC20,045 shares · 0.0% of their software$417K−$11.6M
- YextYEXT22,529 shares · 0.0% of their software$374KFlat
- PTCPTC4,564 shares · 0.0% of their software$369KNew · Flat
- SchrödingerSDGR2,950 shares · 0.0% of their software$290KNew · Flat
- SS&CSSNC5,265 shares · 0.0% of their software$289KNew · Flat
- Daily Journal CorporationDJCO1,000 shares · 0.0% of their software$270KFlat
- Rapid7RPD4,695 shares · 0.0% of their software$240K−$2.2M
- BlackBerry LimitedBB48,902 shares · 0.0% of their software$239KFlat