Generalist · New York, NY
Neuberger Berman Group
Q1 2021 · compared with Q4 2020
Filed as Neuberger Berman Group LLC
- Software
- $10.7B
- Weight of 13F
- 10.3%
- Names
- 104
- Net bought
- +$537M
Filed 13 May 2021 · SEC filing.
1,709 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
- MicrosoftMSFT11,938,782 shares · 26.3% of their software · price +$159M$2.8B−$97.4M
- Manhattan AssociatesMANH3,556,156 shares · 3.9% of their software · price +$43.4M$416M−$10.9M
- ServiceNowNOW814,026 shares · 3.8% of their software · price −$41.0M$407M−$62.1M
- WEX Inc.WEX1,813,593 shares · 3.6% of their software · price +$10.3M$379MFlat
- AdobeADBE780,200 shares · 3.5% of their software · price −$19.3M$370M−$79.6M
- Fiserv, Inc.FISV2,894,254 shares · 3.2% of their software · price +$15.0M$344M+$36.9M
- Fair IsaacFICO701,432 shares · 3.2% of their software · price −$17.5M$339M−$81.0M
- SalesforceCRM1,592,996 shares · 3.2% of their software · price −$17.0M$337M+$124M
- VeriskVRSK1,682,208 shares · 2.8% of their software · price −$52.0M$297M+$40.3M
- IntuitINTU763,684 shares · 2.7% of their software · price +$2.5M$292M−$19.3M
- OracleORCL3,952,649 shares · 2.6% of their software · price +$21.7M$277M−$5.0M
- QualysQLYS2,415,011 shares · 2.4% of their software · price −$41.3M$252M−$4.4M
- HubSpotHUBS538,194 shares · 2.3% of their software · price +$31.1M$244M+$189M
- CadenceCDNS1,767,967 shares · 2.3% of their software · price +$990K$242M+$239M
- Tyler TechnologiesTYL544,244 shares · 2.1% of their software · price −$6.5M$229M−$71.2M
- AutodeskADSK683,414 shares · 1.8% of their software · price −$19.3M$189M+$113M
- Uber Technologies, Inc.UBER3,396,514 shares · 1.7% of their software · price +$11.9M$185M+$15.5M
- NetScout Systems, Inc.NTCT6,249,527 shares · 1.6% of their software · price +$4.6M$176MFlat
- ZscalerZS979,653 shares · 1.6% of their software · price −$27.5M$168M+$73.5M
- SPS CommerceSPSC1,647,275 shares · 1.5% of their software · price −$15.3M$164M+$32.6M
- CrowdStrikeCRWD877,381 shares · 1.5% of their software · price −$25.7M$160M+$63.4M
- Roper Technologies, Inc.ROP394,049 shares · 1.5% of their software · price −$10.9M$159M−$9.8M
- WorkdayWDAY537,793 shares · 1.3% of their software · price +$4.7M$133M−$4.9M
- Check PointCHKP1,135,483 shares · 1.2% of their software · price −$23.8M$127M−$19.2M
- SAPSAP934,681 shares · 1.1% of their software · price −$7.1M$115MFlat
- DocuSignDOCU503,211 shares · 0.9% of their software · price −$10.0M$101M+$14.8M
- Paychex, Inc.PAYX985,136 shares · 0.9% of their software · price +$4.8M$96.5M+$11.5M
- GoDaddyGDDY1,109,779 shares · 0.8% of their software · price −$5.9M$86.0M+$86.1M
- Simulations PlusSLP1,220,163 shares · 0.7% of their software · price −$10.6M$77.2M+$1.2M
- TwilioTWLO224,134 shares · 0.7% of their software · price +$507K$76.3M+$17.5M
- RingCentralRNG252,124 shares · 0.7% of their software · price −$20.4M$75.1M+$34.4M
- TrimbleTRMB860,161 shares · 0.6% of their software · price +$9.5M$66.9M+$31.3M
- VertexVERX3,015,231 shares · 0.6% of their software · price −$38.8M$66.3M+$23.9M
- Amdocs LimitedDOX875,515 shares · 0.6% of their software · price −$683K$61.4M−$5.5M
- ShopifySHOP54,093 shares · 0.6% of their software · price −$1.4M$59.7M+$17.8M
- Lyft, Inc.LYFT816,802 shares · 0.5% of their software · price +$11.5M$51.5M+$22.1M
- Gen DigitalGEN2,292,909 shares · 0.5% of their software · price +$1.1M$48.7M+$13.2M
- FactSetFDS153,546 shares · 0.4% of their software · price −$3.7M$47.3M−$15.6M
- VeevaVEEV179,186 shares · 0.4% of their software · price −$2.0M$46.8M−$7.5M
- CloudflareNET647,556 shares · 0.4% of their software · price −$3.7M$45.5M+$26.5M
- Bandwidth Inc.BAND347,295 shares · 0.4% of their software · price −$9.4M$44.0M−$175M
- PagSeguro Digital Ltd.PAGS945,440 shares · 0.4% of their software · price −$10.0M$43.8MFlat
- Automatic Data Processing, Inc.ADP235,129 shares · 0.4% of their software · price +$2.9M$43.7MFlat
- DynatraceDT748,372 shares · 0.3% of their software · price +$3.7M$36.1MNew · +$32.4M
- CertaraCERT1,310,760 shares · 0.3% of their software · price −$8.4M$35.8M+$8.6M
- OneSpan Inc.OSPN1,470,862 shares · 0.3% of their software · price +$5.6M$35.7M+$7.5M
- Five9FIVN224,453 shares · 0.3% of their software · price −$4.1M$34.6M−$821K
- SnowflakeSNOW150,460 shares · 0.3% of their software · price −$7.8M$34.5M+$7.2M
- The Trade DeskTTD52,682 shares · 0.3% of their software · price −$7.9M$34.3M+$7.7M
- Cognyte Software Ltd.CGNT1,232,239 shares · 0.3% of their software$34.0MNew · +$34.3M
- CoStarCSGP40,279 shares · 0.3% of their software · price −$4.1M$33.0M−$3.0M
- Repay Holdings CorporationRPAY1,355,306 shares · 0.3% of their software · price −$5.1M$31.8M+$7.4M
- OktaOKTA136,438 shares · 0.3% of their software · price −$4.6M$30.1M−$74.2M
- BoxBOX1,262,033 shares · 0.3% of their software · price +$6.2M$28.8MFlat
- Bentley SystemsBSY597,824 shares · 0.3% of their software · price +$3.8M$28.0MNew · +$24.2M
- Q2QTWO263,057 shares · 0.2% of their software · price −$6.9M$26.4M−$779K
- Ribbon Communications Inc.RBBN3,167,416 shares · 0.2% of their software · price +$5.2M$25.8M−$1.2M
- PaylocityPCTY141,458 shares · 0.2% of their software · price −$3.7M$25.4M−$2.4M
- Rackspace Technology, Inc.RXT977,747 shares · 0.2% of their software · price +$4.6M$23.3M+$1.3M
- NICENICE100,224 shares · 0.2% of their software · price −$6.6M$21.8M−$7.0M
- MongoDBMDB81,657 shares · 0.2% of their software · price −$7.5M$21.8M−$6.0M
- ZoomZM65,221 shares · 0.2% of their software · price −$1.0M$20.9M+$7.1M
- WixWIX72,164 shares · 0.2% of their software · price +$2.1M$20.1M−$86.2M
- Telos CorporationTLS478,170 shares · 0.2% of their software · price +$2.4M$18.1MFlat
- UnityU129,573 shares · 0.1% of their software · price −$6.9M$13.0M+$18.5M
- OpenTextOTEX236,976 shares · 0.1% of their software · price +$533K$11.3MFlat
- Radware Ltd.RDWR372,366 shares · 0.1% of their software · price −$622K$9.7M−$605K
- Shift4 Payments, Inc.FOUR107,373 shares · 0.1% of their software · price +$710K$8.8M+$2.0M
- DescartesDSGX105,938 shares · 0.1% of their software$6.5MFlat
- Veritone, Inc.VERI258,737 shares · 0.1% of their software · price −$1.2M$6.2M+$1.7M
- Sprout SocialSPT105,219 shares · 0.1% of their software · price +$1.3M$6.1M−$2.3M
- SS&CSSNC81,848 shares · 0.1% of their software$5.7MFlat
- Block, Inc.XYZ24,853 shares · 0.1% of their software$5.5M+$1.0M
- Digital TurbineAPPS59,562 shares · 0.0% of their software · price +$1.4M$4.8MNew · +$3.4M
- Palo Alto NetworksPANW13,126 shares · 0.0% of their software$4.2MFlat
- AppianAPPN31,579 shares · 0.0% of their software · price −$920K$4.2MNew · +$5.1M
- VaronisVRNS70,215 shares · 0.0% of their software · price −$7.9M$3.6M+$3.9M
- Calix, Inc.CALX96,683 shares · 0.0% of their software$3.4M−$5.5M
- BILLBILL23,114 shares · 0.0% of their software$3.3MFlat
- Cerence Inc.CRNC34,568 shares · 0.0% of their software$3.1M+$1.0M
- PaycomPAYC6,458 shares · 0.0% of their software · price −$531K$2.3MFlat
- Agilysys, Inc.AGYS47,851 shares · 0.0% of their software$2.3MNew · +$1.8M
- MagniteMGNI52,936 shares · 0.0% of their software · price +$577K$2.2MNew · +$1.6M
- PubMaticPUBM42,683 shares · 0.0% of their software · price +$912K$2.1MNew · +$1.2M
- BlackLineBL18,490 shares · 0.0% of their software$2.0M−$4.5M
- BroadridgeBR12,834 shares · 0.0% of their software$1.9M+$1.3M
- MorningstarMORN7,462 shares · 0.0% of their software$1.7MFlat
- NetApp, Inc.NTAP20,317 shares · 0.0% of their software$1.5M+$1.1M
- PTCPTC6,996 shares · 0.0% of their software$980KFlat
- SynopsysSNPS3,348 shares · 0.0% of their software$795KFlat
- LiveRamp Holdings, Inc.RAMP15,157 shares · 0.0% of their software$777K−$5.9M
- AkamaiAKAM7,750 shares · 0.0% of their software$731K−$5.1M
- VeriSign, Inc.VRSN3,864 shares · 0.0% of their software$700KFlat
- DigitalOceanDOCN14,200 shares · 0.0% of their software$598KNew · +$598K
- EVERTEC, Inc.EVTC13,968 shares · 0.0% of their software$520KFlat
- F5, Inc.FFIV2,490 shares · 0.0% of their software$481KFlat
- AsanaASAN16,446 shares · 0.0% of their software$470KFlat
- PalantirPLTR18,757 shares · 0.0% of their software$437KNew · Flat
- CourseraCOUR9,000 shares · 0.0% of their software$405KNew · Flat
- Rapid7RPD4,400 shares · 0.0% of their software$328KFlat
- Daily Journal CorporationDJCO1,000 shares · 0.0% of their software$316KFlat
- YextYEXT21,329 shares · 0.0% of their software$309KFlat
- InterDigital, Inc.IDCC3,430 shares · 0.0% of their software$218KFlat
- PhreesiaPHR4,025 shares · 0.0% of their software$210KFlat