Generalist · New York, NY
Neuberger Berman Group
Q4 2020 · compared with Q3 2020
Filed as Neuberger Berman Group LLC
- Software
- $10.3B
- Weight of 13F
- 10.9%
- Names
- 93
- Net bought
- +$374M
Filed 10 February 2021 · SEC filing.
Call exposure on these names is $2.2M across 1 line. Calls are not in the stock total.
1,623 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
- MicrosoftMSFT12,376,747 shares · 26.7% of their software · price +$150M$2.8B−$60.7M
- ServiceNowNOW926,811 shares · 5.0% of their software · price +$60.6M$510M+$11.5M
- AdobeADBE939,386 shares · 4.6% of their software · price +$9.1M$469M+$47.6M
- Fair IsaacFICO860,016 shares · 4.3% of their software · price +$73.7M$438M−$31.7M
- Manhattan AssociatesMANH3,659,853 shares · 3.7% of their software · price +$35.5M$384M+$11.7M
- WEX Inc.WEX1,800,666 shares · 3.6% of their software · price +$116M$366M+$23.3M
- VeriskVRSK1,488,110 shares · 3.0% of their software · price +$33.2M$309M−$13.1M
- IntuitINTU814,436 shares · 3.0% of their software · price +$43.7M$309M−$13.9M
- Tyler TechnologiesTYL707,295 shares · 3.0% of their software · price +$62.2M$308M−$55.7M
- QualysQLYS2,450,854 shares · 2.9% of their software · price +$58.5M$298M+$11.1M
- Fiserv, Inc.FISV2,570,273 shares · 2.8% of their software · price +$27.8M$292M+$63.4M
- OracleORCL4,029,595 shares · 2.5% of their software · price +$20.1M$260M+$15.1M
- SalesforceCRM1,035,710 shares · 2.2% of their software · price −$29.8M$230M−$79.9M
- Bandwidth Inc.BAND1,486,343 shares · 2.2% of their software · price −$31.1M$228M+$252M
- Roper Technologies, Inc.ROP416,738 shares · 1.7% of their software · price +$15.0M$180M−$7.0M
- NetScout Systems, Inc.NTCT6,268,288 shares · 1.7% of their software · price +$35.0M$172M−$4.6M
- Check PointCHKP1,279,811 shares · 1.7% of their software · price +$16.1M$170M+$7.0M
- Uber Technologies, Inc.UBER3,092,918 shares · 1.5% of their software · price +$44.9M$158M+$20.2M
- SPS CommerceSPSC1,346,756 shares · 1.4% of their software · price +$41.4M$146M+$6.3M
- WorkdayWDAY558,283 shares · 1.3% of their software · price +$13.7M$134M+$62.8M
- SAPSAP940,465 shares · 1.2% of their software · price −$23.9M$123M+$8.6M
- CrowdStrikeCRWD577,855 shares · 1.2% of their software · price +$43.1M$122MSplit
- ZscalerZS611,524 shares · 1.2% of their software · price +$36.1M$122M−$38.0M
- OktaOKTA428,446 shares · 1.1% of their software · price +$17.3M$109M−$60.0M
- WixWIX417,194 shares · 1.0% of their software · price −$2.0M$104M+$14.8M
- DocuSignDOCU436,739 shares · 0.9% of their software · price +$3.1M$96.4M+$17.8M
- AutodeskADSK313,321 shares · 0.9% of their software · price +$23.3M$95.5M−$1.0M
- Simulations PlusSLP1,203,407 shares · 0.8% of their software · price −$4.1M$86.5MFlat
- VertexVERX2,329,224 shares · 0.8% of their software · price +$27.6M$81.2M+$47.5M
- Paychex, Inc.PAYX861,373 shares · 0.8% of their software · price +$11.6M$80.2M+$16.2M
- Amdocs LimitedDOX952,968 shares · 0.7% of their software · price +$12.9M$67.6M+$760K
- FactSetFDS200,364 shares · 0.6% of their software$66.6M−$1.3M
- RingCentralRNG161,235 shares · 0.6% of their software · price +$16.8M$61.1M+$7.8M
- TwilioTWLO172,494 shares · 0.6% of their software · price +$15.8M$58.4MFlat
- VeevaVEEV206,835 shares · 0.5% of their software · price −$1.8M$56.3M+$14.9M
- PagSeguro Digital Ltd.PAGS952,268 shares · 0.5% of their software · price +$18.3M$54.1M−$11.0M
- ShopifySHOP38,397 shares · 0.4% of their software · price +$4.2M$43.4M+$4.8M
- Automatic Data Processing, Inc.ADP232,850 shares · 0.4% of their software · price +$8.5M$40.6M−$507K
- CoStarCSGP43,576 shares · 0.4% of their software · price +$3.3M$40.3MFlat
- Five9FIVN229,159 shares · 0.4% of their software · price +$10.2M$39.6M−$5.1M
- CertaraCERT1,056,397 shares · 0.3% of their software$35.6MNew · +$35.6M
- NICENICE124,781 shares · 0.3% of their software · price +$7.1M$35.4M−$3.9M
- MongoDBMDB98,309 shares · 0.3% of their software · price +$12.5M$35.3M−$8.1M
- SnowflakeSNOW124,789 shares · 0.3% of their software · price +$3.8M$35.1M+$22.9M
- The Trade DeskTTD43,084 shares · 0.3% of their software · price +$12.2M$34.5M−$7.2M
- Gen DigitalGEN1,658,422 shares · 0.3% of their software$34.5M+$10.7M
- Q2QTWO269,211 shares · 0.3% of their software · price +$9.5M$34.1MFlat
- PaylocityPCTY152,943 shares · 0.3% of their software · price +$6.8M$31.5M−$2.8M
- Repay Holdings CorporationRPAY1,083,627 shares · 0.3% of their software · price +$4.1M$29.5MFlat
- TrimbleTRMB391,730 shares · 0.3% of their software · price +$7.1M$26.1M−$10.8M
- HubSpotHUBS61,263 shares · 0.2% of their software · price +$6.4M$24.3MFlat
- OneSpan Inc.OSPN1,107,656 shares · 0.2% of their software$22.8MFlat
- BoxBOX1,263,990 shares · 0.2% of their software · price +$872K$22.7M+$2.1M
- CloudflareNET298,841 shares · 0.2% of their software · price +$10.4M$22.7MSplit
- Ribbon Communications Inc.RBBN3,343,644 shares · 0.2% of their software · price +$9.0M$21.8MFlat
- Lyft, Inc.LYFT366,381 shares · 0.2% of their software · price +$7.9M$18.0MNew · +$10.1M
- Rackspace Technology, Inc.RXT912,150 shares · 0.2% of their software$17.4M+$15.8M
- Telos CorporationTLS480,500 shares · 0.2% of their software$15.8MNew · +$15.8M
- ZoomZM44,156 shares · 0.1% of their software · price −$5.9M$14.9M+$16.8M
- Radware Ltd.RDWR394,152 shares · 0.1% of their software · price +$1.4M$10.9MFlat
- OpenTextOTEX239,202 shares · 0.1% of their software · price +$770K$10.9M+$1.4M
- Calix, Inc.CALX282,300 shares · 0.1% of their software · price +$3.4M$8.4MNew · +$5.0M
- VaronisVRNS46,500 shares · 0.1% of their software · price +$2.2M$7.6MNew · +$5.4M
- Sprout SocialSPT155,600 shares · 0.1% of their software · price +$1.1M$7.1MNew · +$6.0M
- LiveRamp Holdings, Inc.RAMP96,313 shares · 0.1% of their software · price +$2.1M$7.0MNew · +$5.0M
- BlackLineBL52,537 shares · 0.1% of their software · price +$2.3M$7.0M−$2.5M
- DescartesDSGX107,237 shares · 0.1% of their software$6.3M+$593K
- Shift4 Payments, Inc.FOUR81,017 shares · 0.1% of their software · price +$2.2M$6.1M−$1.3M
- SS&CSSNC82,565 shares · 0.1% of their software · price +$1.0M$6.0M+$619K
- GoDaddyGDDY72,032 shares · 0.1% of their software · price +$503K$6.0M+$2.7M
- AkamaiAKAM56,685 shares · 0.1% of their software$5.9MFlat
- Veritone, Inc.VERI200,000 shares · 0.1% of their software · price +$3.9M$5.7MNew · +$1.8M
- Palo Alto NetworksPANW12,297 shares · 0.0% of their software · price +$1.4M$4.4MFlat
- Block, Inc.XYZ20,082 shares · 0.0% of their software · price +$1.1M$4.3M+$612K
- BILLBILL24,023 shares · 0.0% of their software · price +$869K$3.3MFlat
- PaycomPAYC6,588 shares · 0.0% of their software · price +$929K$3.0M−$1.6M
- Cerence Inc.CRNC24,560 shares · 0.0% of their software · price +$1.3M$2.5M−$8.1M
- MorningstarMORN8,782 shares · 0.0% of their software · price +$623K$2.0MFlat
- CadenceCDNS14,572 shares · 0.0% of their software$1.9MFlat
- UnityU8,837 shares · 0.0% of their software · price +$585K$1.4M−$11.6M
- EVERTEC, Inc.EVTC24,183 shares · 0.0% of their software$951KFlat
- VeriSign, Inc.VRSN3,866 shares · 0.0% of their software$806KFlat
- SynopsysSNPS3,070 shares · 0.0% of their software$774K−$604K
- AsanaASAN24,946 shares · 0.0% of their software$737KNew · +$718K
- BroadridgeBR4,513 shares · 0.0% of their software$674KFlat
- PTCPTC5,021 shares · 0.0% of their software$617KFlat
- Rapid7RPD5,046 shares · 0.0% of their software$455KFlat
- Daily Journal CorporationDJCO1,000 shares · 0.0% of their software$404KFlat
- YextYEXT21,329 shares · 0.0% of their software$335KFlat
- NetApp, Inc.NTAP3,969 shares · 0.0% of their software$260KNew · Flat
- F5, Inc.FFIV1,387 shares · 0.0% of their software$227K−$553K
- PhreesiaPHR4,025 shares · 0.0% of their software$218KNew · Flat
- InterDigital, Inc.IDCC3,430 shares · 0.0% of their software$208KNew · Flat