Generalist · New York, NY
Neuberger Berman Group
Q3 2020 · compared with Q2 2020
Filed as Neuberger Berman Group LLC
- Software
- $8.9B
- Weight of 13F
- 10.8%
- Names
- 85
- Net bought
- −$10.4M
Filed 12 November 2020 · SEC filing.
1,573 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
- MicrosoftMSFT12,665,174 shares · 30.0% of their software · price +$86.4M$2.7B−$92.3M
- ServiceNowNOW903,127 shares · 4.9% of their software · price +$72.2M$438M−$29.8M
- AdobeADBE842,256 shares · 4.6% of their software · price +$46.4M$413M−$19.1M
- Fair IsaacFICO934,452 shares · 4.5% of their software · price +$6.9M$397M−$21.9M
- SalesforceCRM1,353,657 shares · 3.8% of their software · price +$86.6M$340M−$103M
- Manhattan AssociatesMANH3,536,900 shares · 3.8% of their software · price +$4.6M$337M−$24.1M
- Tyler TechnologiesTYL867,201 shares · 3.4% of their software · price +$1.5M$302M−$22.3M
- VeriskVRSK1,559,000 shares · 3.3% of their software · price +$23.6M$289MFlat
- IntuitINTU856,989 shares · 3.1% of their software · price +$25.7M$279M−$27.5M
- QualysQLYS2,337,296 shares · 2.6% of their software · price −$14.0M$229M−$5.2M
- WEX Inc.WEX1,632,780 shares · 2.6% of their software · price −$42.5M$227M−$6.5M
- OracleORCL3,776,971 shares · 2.5% of their software · price +$16.7M$225M+$11.8M
- Fiserv, Inc.FISV1,955,205 shares · 2.3% of their software · price +$10.6M$201M+$76.4M
- Roper Technologies, Inc.ROP434,555 shares · 1.9% of their software · price +$3.0M$172M−$6.9M
- CrowdStrikeCRWD1,181,156 shares · 1.8% of their software · price +$43.7M$162M+$97.8M
- OktaOKTA709,204 shares · 1.7% of their software · price +$9.7M$152M+$82.1M
- Check PointCHKP1,221,994 shares · 1.7% of their software · price +$15.8M$147M−$22.8M
- NetScout Systems, Inc.NTCT6,477,280 shares · 1.6% of their software · price −$24.2M$141M−$4.7M
- SAPSAP885,433 shares · 1.6% of their software · price +$14.0M$138M−$19.5M
- ZscalerZS881,929 shares · 1.4% of their software · price +$27.5M$124MFlat
- SPS CommerceSPSC1,266,049 shares · 1.1% of their software · price +$3.5M$98.6M+$15.2M
- Uber Technologies, Inc.UBER2,540,485 shares · 1.0% of their software · price +$13.7M$92.7M+$68.4M
- WixWIX359,032 shares · 1.0% of their software$91.5M−$22.4M
- Simulations PlusSLP1,194,927 shares · 1.0% of their software · price +$18.6M$90.1M−$1.5M
- DocuSignDOCU354,221 shares · 0.9% of their software · price +$15.2M$75.6M−$3.3M
- AutodeskADSK317,749 shares · 0.8% of their software · price −$2.6M$73.3MFlat
- FactSetFDS204,217 shares · 0.8% of their software · price +$1.3M$68.4M−$1.7M
- WorkdayWDAY266,405 shares · 0.6% of their software · price +$7.4M$57.3M−$2.0M
- Amdocs LimitedDOX939,725 shares · 0.6% of their software · price −$3.3M$53.9M+$1.1M
- Paychex, Inc.PAYX657,836 shares · 0.6% of their software · price +$2.6M$52.5M−$4.4M
- PagSeguro Digital Ltd.PAGS1,243,782 shares · 0.5% of their software · price +$2.9M$46.9M−$8.6M
- VeevaVEEV153,969 shares · 0.5% of their software · price +$7.2M$43.3M+$843K
- TwilioTWLO173,554 shares · 0.5% of their software · price +$4.8M$42.9M+$10.3M
- CoStarCSGP43,869 shares · 0.4% of their software · price +$6.0M$37.2MFlat
- RingCentralRNG133,002 shares · 0.4% of their software · price −$1.4M$36.5M+$3.4M
- Five9FIVN268,636 shares · 0.4% of their software · price +$5.1M$34.6M+$20.7M
- ShopifySHOP33,670 shares · 0.4% of their software · price +$2.5M$34.4M+$3.8M
- Automatic Data Processing, Inc.ADP236,486 shares · 0.4% of their software · price −$2.2M$32.6M−$691K
- NICENICE141,996 shares · 0.4% of their software · price +$5.4M$32.2M−$5.6M
- MongoDBMDB133,291 shares · 0.3% of their software · price +$689K$30.9M+$7.2M
- TrimbleTRMB613,840 shares · 0.3% of their software · price +$3.4M$29.9M−$3.5M
- The Trade DeskTTD57,035 shares · 0.3% of their software · price +$6.4M$29.6MFlat
- PaylocityPCTY170,102 shares · 0.3% of their software · price +$2.6M$27.5M+$15.0M
- Repay Holdings CorporationRPAY1,075,172 shares · 0.3% of their software · price −$1.2M$25.3M+$3.4M
- Q2QTWO270,034 shares · 0.3% of their software · price +$1.5M$24.6M+$8.9M
- Gen DigitalGEN1,144,858 shares · 0.3% of their software · price +$1.2M$23.9MFlat
- OneSpan Inc.OSPN1,120,668 shares · 0.3% of their software · price −$7.8M$23.5M−$4.7M
- CloudflareNET565,000 shares · 0.3% of their software · price +$2.9M$23.2MNew · +$20.3M
- BoxBOX1,144,394 shares · 0.2% of their software · price −$3.9M$19.9MFlat
- HubSpotHUBS61,478 shares · 0.2% of their software · price +$4.2M$18.0MFlat
- Ribbon Communications Inc.RBBN3,373,345 shares · 0.1% of their software$13.0MFlat
- UnityU142,054 shares · 0.1% of their software$12.4MNew · +$12.4M
- Radware Ltd.RDWR398,689 shares · 0.1% of their software$9.7MFlat
- Cerence Inc.CRNC190,753 shares · 0.1% of their software · price +$1.5M$9.3MNew · +$7.8M
- OpenTextOTEX207,139 shares · 0.1% of their software$8.8M−$1.6M
- SnowflakeSNOW33,413 shares · 0.1% of their software$8.4MNew · +$8.4M
- Bandwidth Inc.BAND45,000 shares · 0.1% of their software · price +$2.1M$7.9M+$2.0M
- BlackLineBL80,709 shares · 0.1% of their software · price +$542K$7.2M+$4.8M
- AkamaiAKAM56,692 shares · 0.1% of their software$6.3M−$14.4M
- VertexVERX265,835 shares · 0.1% of their software$6.1MNew · +$6.1M
- DescartesDSGX96,833 shares · 0.1% of their software$5.5MFlat
- Shift4 Payments, Inc.FOUR107,187 shares · 0.1% of their software · price +$1.4M$5.2M−$3.6M
- SS&CSSNC72,334 shares · 0.0% of their software$4.4M+$3.8M
- FastlyFSLY42,273 shares · 0.0% of their software$3.9M+$681K
- ZoomZM8,371 shares · 0.0% of their software · price +$1.8M$3.9M+$636K
- PaycomPAYC11,826 shares · 0.0% of their software$3.7M+$588K
- Palo Alto NetworksPANW13,052 shares · 0.0% of their software$3.2MFlat
- GoDaddyGDDY36,056 shares · 0.0% of their software$2.7MNew · +$2.6M
- Block, Inc.XYZ16,319 shares · 0.0% of their software · price +$940K$2.7M−$24.5M
- BILLBILL25,504 shares · 0.0% of their software$2.6M−$774K
- CadenceCDNS17,518 shares · 0.0% of their software$1.8M+$843K
- Rackspace Technology, Inc.RXT91,768 shares · 0.0% of their software$1.8MNew · +$1.8M
- MorningstarMORN9,729 shares · 0.0% of their software$1.6MFlat
- DropboxDBX80,260 shares · 0.0% of their software$1.5M−$826K
- SynopsysSNPS5,895 shares · 0.0% of their software$1.3M+$710K
- EVERTEC, Inc.EVTC24,812 shares · 0.0% of their software$861KNew · +$697K
- VeriSign, Inc.VRSN3,843 shares · 0.0% of their software$765KFlat
- FortinetFTNT6,538 shares · 0.0% of their software$759KNew · +$897K
- F5, Inc.FFIV5,895 shares · 0.0% of their software$724KNew · +$822K
- BroadridgeBR4,416 shares · 0.0% of their software$576KFlat
- PTCPTC6,025 shares · 0.0% of their software$513KFlat
- YextYEXT22,029 shares · 0.0% of their software$334KFlat
- Rapid7RPD5,062 shares · 0.0% of their software$310KFlat
- Daily Journal CorporationDJCO1,000 shares · 0.0% of their software$242KFlat
- BlackBerry LimitedBB48,902 shares · 0.0% of their software$224KFlat