Generalist · New York, NY
Neuberger Berman Group
Q3 2021 · compared with Q2 2021
Filed as Neuberger Berman Group LLC
- Software
- $12.5B
- Weight of 13F
- 11.1%
- Names
- 111
- Net bought
- +$51.9M
Filed 12 November 2021 · SEC filing.
1,703 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
- MicrosoftMSFT11,767,301 shares · 26.3% of their software · price +$130M$3.3B−$74.5M
- SalesforceCRM2,562,978 shares · 5.5% of their software · price +$69.1M$692M+$59.6M
- ServiceNowNOW804,050 shares · 4.0% of their software · price +$58.5M$499M−$50.7M
- Manhattan AssociatesMANH3,217,298 shares · 3.9% of their software · price +$26.3M$488M−$31.3M
- AdobeADBE730,303 shares · 3.3% of their software · price −$7.2M$417MFlat
- IntuitINTU748,522 shares · 3.2% of their software · price +$36.9M$400M−$9.7M
- WEX Inc.WEX1,976,332 shares · 2.8% of their software · price −$35.1M$348M−$41.8M
- VeriskVRSK1,736,798 shares · 2.8% of their software · price +$44.4M$348M−$4.0M
- SPS CommerceSPSC2,142,231 shares · 2.8% of their software · price +$132M$344M+$34.2M
- Fiserv, Inc.FISV3,000,971 shares · 2.6% of their software · price +$4.8M$325M+$6.9M
- HubSpotHUBS472,924 shares · 2.6% of their software · price +$44.2M$320M+$86.5M
- OracleORCL3,440,521 shares · 2.4% of their software · price +$32.0M$296M−$15.8M
- QualysQLYS2,322,020 shares · 2.0% of their software · price +$24.6M$256M−$2.8M
- Fair IsaacFICO631,639 shares · 2.0% of their software · price −$66.2M$250M−$25.4M
- ZscalerZS844,981 shares · 1.8% of their software · price +$39.0M$221M−$2.8M
- Tyler TechnologiesTYL465,868 shares · 1.7% of their software · price +$2.9M$210M−$23.1M
- AutodeskADSK700,977 shares · 1.6% of their software · price −$4.7M$199M−$27.5M
- Uber Technologies, Inc.UBER4,447,044 shares · 1.6% of their software · price −$23.7M$199M+$25.2M
- CadenceCDNS1,270,109 shares · 1.5% of their software · price +$18.6M$192M−$89.5M
- LightspeedLSPD1,853,470 shares · 1.4% of their software · price +$23.8M$179MNew · +$155M
- Roper Technologies, Inc.ROP390,022 shares · 1.4% of their software · price −$9.4M$174MFlat
- CrowdStrikeCRWD700,336 shares · 1.4% of their software · price −$3.9M$172M−$14.8M
- NetScout Systems, Inc.NTCT5,681,303 shares · 1.2% of their software · price −$9.0M$153M−$2.6M
- WorkdayWDAY597,134 shares · 1.2% of their software · price +$6.7M$149M+$18.1M
- DocuSignDOCU502,326 shares · 1.0% of their software · price −$11.1M$128MFlat
- SAPSAP912,697 shares · 1.0% of their software · price −$4.9M$122M+$9.0M
- CoStarCSGP1,344,125 shares · 0.9% of their software · price +$4.4M$116M+$75.1M
- TrimbleTRMB1,206,542 shares · 0.8% of their software · price +$507K$99.1M−$4.6M
- DynatraceDT1,379,694 shares · 0.8% of their software · price +$17.3M$97.9M+$18.0M
- Check PointCHKP812,520 shares · 0.7% of their software · price −$2.5M$91.4M−$26.4M
- Palo Alto NetworksPANW181,326 shares · 0.7% of their software · price +$19.6M$86.7M+$62.4M
- GoDaddyGDDY1,115,476 shares · 0.6% of their software · price −$19.3M$77.7M−$1.7M
- ShopifySHOP56,790 shares · 0.6% of their software · price −$6.0M$77.0M+$10.3M
- PagSeguro Digital Ltd.PAGS1,359,967 shares · 0.6% of their software · price −$5.7M$70.3M−$3.5M
- VertexVERX3,537,273 shares · 0.5% of their software · price −$9.6M$68.0M+$4.9M
- Paychex, Inc.PAYX608,093 shares · 0.5% of their software · price +$3.1M$67.7M−$46.5M
- Amdocs LimitedDOX834,554 shares · 0.5% of their software · price −$1.4M$63.0M+$725K
- Simulations PlusSLP1,593,619 shares · 0.5% of their software · price −$24.6M$62.9M+$12.1M
- RingCentralRNG285,742 shares · 0.5% of their software · price −$20.9M$62.1M−$42.2M
- TwilioTWLO189,113 shares · 0.5% of their software · price −$14.2M$60.2M+$7.2M
- Gen DigitalGEN2,060,036 shares · 0.4% of their software · price −$4.0M$51.8M−$3.2M
- VeevaVEEV172,121 shares · 0.4% of their software · price −$3.9M$49.5M−$2.0M
- CloudflareNET414,428 shares · 0.4% of their software · price +$2.8M$46.6M−$1.3M
- Cognyte Software Ltd.CGNT2,277,333 shares · 0.4% of their software · price −$9.0M$46.4M+$26.2M
- DoubleVerifyDV1,359,631 shares · 0.4% of their software · price −$11.1M$46.2M+$5.3M
- Automatic Data Processing, Inc.ADP237,243 shares · 0.4% of their software$45.8MFlat
- SnowflakeSNOW151,237 shares · 0.4% of their software · price +$9.2M$45.6MFlat
- CertaraCERT1,316,310 shares · 0.3% of their software · price +$6.3M$43.6MFlat
- MongoDBMDB85,460 shares · 0.3% of their software · price +$9.4M$40.2M+$4.4M
- PaylocityPCTY141,629 shares · 0.3% of their software · price +$12.7M$39.7MFlat
- The Trade DeskTTD528,029 shares · 0.3% of their software · price −$3.7M$36.9MFlat
- OktaOKTA149,205 shares · 0.3% of their software · price −$1.1M$35.3M−$1.2M
- N-ableNABL2,479,732 shares · 0.2% of their software$30.8MNew · +$30.8M
- BoxBOX1,233,186 shares · 0.2% of their software · price −$2.3M$28.9M+$1.5M
- ZoomInfoZI446,697 shares · 0.2% of their software$27.3M—
- NICENICE95,620 shares · 0.2% of their software · price +$3.5M$27.2M−$1.2M
- OneSpan Inc.OSPN1,408,203 shares · 0.2% of their software · price −$9.5M$26.3M−$976K
- Five9FIVN164,423 shares · 0.2% of their software · price −$3.9M$25.7M−$7.0M
- Bentley SystemsBSY379,548 shares · 0.2% of their software · price −$1.6M$23.0M−$1.2M
- DescartesDSGX281,634 shares · 0.2% of their software · price +$3.4M$22.7M+$12.0M
- Shift4 Payments, Inc.FOUR245,289 shares · 0.2% of their software · price −$4.0M$18.8M+$11.3M
- Ribbon Communications Inc.RBBN3,038,827 shares · 0.1% of their software · price −$5.0M$18.0M−$532K
- UnityU141,795 shares · 0.1% of their software · price +$2.3M$17.9M−$9.3M
- Calix, Inc.CALX362,175 shares · 0.1% of their software · price +$699K$17.6M+$11.0M
- Payoneer Global Inc.PAYO2,049,353 shares · 0.1% of their software · price −$3.7M$17.5M+$7.8M
- ZoomZM64,201 shares · 0.1% of their software · price −$8.1M$16.7MFlat
- Repay Holdings CorporationRPAY625,098 shares · 0.1% of their software · price −$631K$14.4M−$13.7M
- Telos CorporationTLS470,195 shares · 0.1% of their software · price −$2.6M$13.4MFlat
- Radware Ltd.RDWR361,920 shares · 0.1% of their software · price +$1.1M$12.0MFlat
- Full Truck Alliance Co. Ltd.YMM686,805 shares · 0.1% of their software · price −$3.5M$10.5MNew · +$14.0M
- OpenTextOTEX198,788 shares · 0.1% of their software$9.7M−$556K
- Digital TurbineAPPS127,811 shares · 0.1% of their software · price −$930K$8.8M+$3.0M
- Definitive HealthcareDH197,813 shares · 0.1% of their software$8.5MNew · +$8.5M
- SmartRent, Inc.SMRT599,171 shares · 0.1% of their software$7.8MNew · +$7.8M
- Block, Inc.XYZ33,370 shares · 0.1% of their software$7.7MFlat
- Rapid7RPD63,421 shares · 0.1% of their software · price +$1.2M$7.1M+$5.6M
- VaronisVRNS107,182 shares · 0.1% of their software$6.4M+$2.1M
- PubMaticPUBM230,271 shares · 0.0% of their software · price −$2.9M$6.1M−$4.2M
- Lyft, Inc.LYFT111,549 shares · 0.0% of their software · price −$769K$5.9M−$18.2M
- BILLBILL21,290 shares · 0.0% of their software · price +$1.8M$5.6M−$586K
- SS&CSSNC77,946 shares · 0.0% of their software$5.3MFlat
- Agilysys, Inc.AGYS87,791 shares · 0.0% of their software$4.5MFlat
- SentinelOneS82,385 shares · 0.0% of their software · price +$912K$4.4M+$3.0M
- AppianAPPN43,882 shares · 0.0% of their software · price −$2.0M$4.0MFlat
- WixWIX16,462 shares · 0.0% of their software · price −$1.6M$3.1M−$19.5M
- DropboxDBX104,955 shares · 0.0% of their software$3.1MFlat
- CourseraCOUR90,577 shares · 0.0% of their software · price −$716K$2.9MFlat
- BlackLineBL23,430 shares · 0.0% of their software$2.8MFlat
- Materialise NVMTLS123,138 shares · 0.0% of their software$2.5MFlat
- MorningstarMORN9,261 shares · 0.0% of their software$2.4MFlat
- FactSetFDS5,857 shares · 0.0% of their software$2.3MFlat
- Riskified Ltd.RSKD98,380 shares · 0.0% of their software$2.2MNew · +$2.2M
- BroadridgeBR13,096 shares · 0.0% of their software$1.9MFlat
- AsanaASAN16,172 shares · 0.0% of their software · price +$676K$1.5MFlat
- NetApp, Inc.NTAP17,480 shares · 0.0% of their software$1.3MFlat
- PaycomPAYC2,157 shares · 0.0% of their software$1.0M−$1.1M
- PTCPTC6,585 shares · 0.0% of their software$786KFlat
- VeriSign, Inc.VRSN4,286 shares · 0.0% of their software$768KFlat
- PalantirPLTR29,523 shares · 0.0% of their software$647KNew · +$778K
- UiPathPATH11,861 shares · 0.0% of their software$624KFlat
- LiveRamp Holdings, Inc.RAMP12,396 shares · 0.0% of their software$576KFlat
- SynopsysSNPS3,263 shares · 0.0% of their software$561KFlat
- AkamaiAKAM6,187 shares · 0.0% of their software$554KFlat
- FortinetFTNT3,167 shares · 0.0% of their software$494KFlat
- F5, Inc.FFIV2,607 shares · 0.0% of their software$481KFlat
- Cerence Inc.CRNC5,756 shares · 0.0% of their software$415K−$2.6M
- Daily Journal CorporationDJCO1,000 shares · 0.0% of their software$320KFlat
- WorkivaWK1,956 shares · 0.0% of their software$276KFlat
- YextYEXT21,329 shares · 0.0% of their software$257KFlat
- PhreesiaPHR4,095 shares · 0.0% of their software$253KFlat
- SchrödingerSDGR3,802 shares · 0.0% of their software$207KFlat