Generalist · New York, NY
Neuberger Berman Group
Q4 2021 · compared with Q3 2021
Filed as Neuberger Berman Group LLC
- Software
- $14.3B
- Weight of 13F
- 11.4%
- Names
- 110
- Net bought
- +$1.1B
Filed 11 February 2022 · SEC filing.
Call exposure on these names is $643K across 1 line. Calls are not in the stock total.
1,850 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
- MicrosoftMSFT12,434,399 shares · 28.9% of their software · price +$676M$4.1B+$188M
- SalesforceCRM2,641,910 shares · 4.7% of their software · price −$45.2M$668M+$21.4M
- ServiceNowNOW1,027,151 shares · 4.6% of their software · price +$27.6M$665M+$139M
- IntuitINTU864,954 shares · 3.9% of their software · price +$89.7M$552M+$62.8M
- Manhattan AssociatesMANH2,946,853 shares · 3.2% of their software · price +$7.2M$454M−$41.4M
- HubSpotHUBS596,613 shares · 2.7% of their software · price −$10.1M$393M+$83.6M
- VeriskVRSK1,699,942 shares · 2.7% of their software · price +$48.4M$388M−$7.4M
- Fiserv, Inc.FISV3,688,575 shares · 2.7% of their software · price −$17.4M$382M+$74.6M
- AdobeADBE593,474 shares · 2.3% of their software · price −$5.1M$334M−$78.8M
- QualysQLYS2,245,048 shares · 2.1% of their software · price +$58.2M$305M−$8.6M
- SPS CommerceSPSC2,117,798 shares · 2.1% of their software · price −$40.2M$300M−$3.9M
- OracleORCL3,437,313 shares · 2.1% of their software$295MFlat
- BILLBILL1,181,171 shares · 2.1% of their software · price −$21.0M$294M+$310M
- Roper Technologies, Inc.ROP571,588 shares · 2.0% of their software · price +$26.1M$281M+$81.0M
- Fair IsaacFICO620,106 shares · 1.9% of their software · price +$22.2M$266M−$4.6M
- Uber Technologies, Inc.UBER6,352,714 shares · 1.9% of their software · price −$18.2M$266M+$85.4M
- Tyler TechnologiesTYL450,739 shares · 1.7% of their software · price +$35.7M$238M−$6.9M
- WorkdayWDAY765,608 shares · 1.5% of their software · price +$17.8M$209M+$42.1M
- ZscalerZS649,313 shares · 1.5% of their software · price +$38.4M$209M−$51.3M
- CrowdStrikeCRWD974,158 shares · 1.4% of their software · price −$40.0M$199M+$67.3M
- NetScout Systems, Inc.NTCT5,498,624 shares · 1.3% of their software · price +$33.7M$182M−$4.9M
- WEX Inc.WEX1,270,782 shares · 1.2% of their software · price −$45.4M$178M−$124M
- AutodeskADSK630,732 shares · 1.2% of their software · price −$2.5M$177M−$20.0M
- Block, Inc.XYZ1,006,060 shares · 1.1% of their software · price −$78.8M$162M+$233M
- UnityU1,134,914 shares · 1.1% of their software · price +$19.0M$162M+$125M
- SAPSAP1,135,259 shares · 1.1% of their software · price +$5.8M$158M+$30.1M
- Palo Alto NetworksPANW265,615 shares · 1.0% of their software · price +$20.7M$148M+$40.4M
- SnowflakeSNOW412,382 shares · 1.0% of their software · price +$15.0M$139M+$79.0M
- CadenceCDNS731,114 shares · 0.9% of their software · price +$25.5M$136M−$81.6M
- CoStarCSGP1,613,743 shares · 0.9% of their software · price −$11.3M$128M+$23.2M
- GoDaddyGDDY1,442,883 shares · 0.9% of their software · price +$21.9M$122M+$22.8M
- TrimbleTRMB1,184,718 shares · 0.7% of their software · price +$5.9M$103M−$1.8M
- DynatraceDT1,538,414 shares · 0.6% of their software · price −$16.3M$92.8M+$11.3M
- DatadogDDOG473,807 shares · 0.6% of their software · price +$17.4M$84.2MNew · +$67.0M
- Paychex, Inc.PAYX618,692 shares · 0.6% of their software · price +$14.9M$83.2M+$1.2M
- Simulations PlusSLP1,681,229 shares · 0.6% of their software · price +$13.1M$79.5M+$3.5M
- ShopifySHOP49,727 shares · 0.5% of their software · price +$1.1M$68.4M−$9.6M
- Amdocs LimitedDOX852,937 shares · 0.4% of their software · price −$742K$63.8M+$1.4M
- MongoDBMDB119,141 shares · 0.4% of their software · price +$6.9M$62.9M+$15.9M
- OktaOKTA280,171 shares · 0.4% of their software · price −$3.7M$62.5M+$31.1M
- Automatic Data Processing, Inc.ADP240,014 shares · 0.4% of their software · price +$11.2M$57.0M+$554K
- CloudflareNET419,507 shares · 0.4% of their software · price +$7.9M$55.0M+$572K
- Gen DigitalGEN2,106,176 shares · 0.4% of their software · price +$1.4M$54.5M+$1.2M
- VertexVERX3,423,383 shares · 0.4% of their software · price −$11.5M$54.3M−$2.2M
- DoubleVerifyDV1,515,442 shares · 0.4% of their software · price −$1.3M$50.4M+$5.3M
- ZoomInfoZI775,499 shares · 0.3% of their software$49.7M—
- Definitive HealthcareDH1,654,897 shares · 0.3% of their software · price −$25.7M$45.2M+$62.4M
- DocuSignDOCU262,192 shares · 0.3% of their software · price −$27.6M$39.5M−$61.8M
- Cognyte Software Ltd.CGNT2,525,749 shares · 0.3% of their software · price −$12.3M$39.2M+$5.1M
- VeevaVEEV153,672 shares · 0.3% of their software · price −$5.0M$39.1M−$5.3M
- The Trade DeskTTD418,212 shares · 0.3% of their software · price +$8.9M$38.0M−$7.7M
- CertaraCERT1,317,252 shares · 0.3% of their software · price −$6.2M$37.4MFlat
- PagSeguro Digital Ltd.PAGS1,301,177 shares · 0.2% of their software · price −$33.2M$34.1M−$3.0M
- PaylocityPCTY142,272 shares · 0.2% of their software · price −$6.3M$33.6MFlat
- TwilioTWLO123,287 shares · 0.2% of their software · price −$6.9M$32.4M−$21.0M
- BoxBOX1,237,254 shares · 0.2% of their software · price +$3.1M$32.1MFlat
- DescartesDSGX361,588 shares · 0.2% of their software · price +$513K$29.7M+$6.5M
- NICENICE94,732 shares · 0.2% of their software · price +$1.9M$28.7MFlat
- N-ableNABL2,504,630 shares · 0.2% of their software · price −$3.3M$27.8MFlat
- Radware Ltd.RDWR594,238 shares · 0.2% of their software · price +$4.7M$24.5M+$7.8M
- OneSpan Inc.OSPN1,403,895 shares · 0.2% of their software · price −$2.6M$23.6MFlat
- Ribbon Communications Inc.RBBN3,568,742 shares · 0.1% of their software$21.5M+$3.2M
- RingCentralRNG107,647 shares · 0.1% of their software · price −$3.2M$20.2M−$38.7M
- Repay Holdings CorporationRPAY1,034,406 shares · 0.1% of their software · price −$4.9M$18.9M+$9.4M
- Five9FIVN138,803 shares · 0.1% of their software · price −$3.1M$18.8M−$4.1M
- Bentley SystemsBSY380,942 shares · 0.1% of their software · price −$4.7M$18.3MFlat
- PubMaticPUBM385,351 shares · 0.1% of their software · price +$3.0M$12.9M+$4.1M
- ZoomZM67,745 shares · 0.1% of their software · price −$5.3M$12.4M+$927K
- Sprout SocialSPT129,203 shares · 0.1% of their software · price −$4.0M$11.5MNew · +$15.8M
- CourseraCOUR455,218 shares · 0.1% of their software · price −$3.3M$11.1M+$11.5M
- Calix, Inc.CALX121,947 shares · 0.1% of their software · price +$3.7M$9.3M−$11.9M
- Rapid7RPD77,591 shares · 0.1% of their software$9.1M+$1.6M
- OpenTextOTEX189,917 shares · 0.1% of their software$9.0MFlat
- Digital TurbineAPPS131,724 shares · 0.1% of their software · price −$1.0M$7.9MFlat
- AsanaASAN99,479 shares · 0.1% of their software · price −$2.9M$7.3M+$8.7M
- SS&CSSNC90,998 shares · 0.1% of their software · price +$1.1M$7.2M+$906K
- Cerence Inc.CRNC90,721 shares · 0.0% of their software · price −$1.8M$6.9M+$8.2M
- Telos CorporationTLS422,169 shares · 0.0% of their software · price −$5.5M$6.5M−$1.4M
- Zeta GlobalZETA688,678 shares · 0.0% of their software · price +$1.8M$5.8MNew · +$4.0M
- SentinelOneS108,756 shares · 0.0% of their software$5.5M+$1.4M
- SmartRent, Inc.SMRT489,362 shares · 0.0% of their software · price −$1.6M$4.7M−$1.4M
- Check PointCHKP39,868 shares · 0.0% of their software$4.2M−$87.3M
- DigitalOceanDOCN48,414 shares · 0.0% of their software$3.8MNew · +$3.8M
- MorningstarMORN10,438 shares · 0.0% of their software · price +$866K$3.6MFlat
- FactSetFDS7,219 shares · 0.0% of their software · price +$659K$3.4M+$538K
- NetApp, Inc.NTAP35,582 shares · 0.0% of their software$2.9M+$1.6M
- BroadridgeBR16,593 shares · 0.0% of their software$2.8M+$583K
- DropboxDBX109,546 shares · 0.0% of their software · price −$513K$2.7MFlat
- WixWIX16,442 shares · 0.0% of their software · price −$628K$2.5MFlat
- Shift4 Payments, Inc.FOUR42,392 shares · 0.0% of their software · price −$830K$2.4M−$15.7M
- BlackLineBL23,368 shares · 0.0% of their software$2.4MFlat
- SynopsysSNPS7,046 shares · 0.0% of their software$2.1M+$1.1M
- FortinetFTNT5,386 shares · 0.0% of their software$1.3M+$648K
- F5, Inc.FFIV4,806 shares · 0.0% of their software$1.1MFlat
- PaycomPAYC2,509 shares · 0.0% of their software$992KFlat
- LightspeedLSPD24,309 shares · 0.0% of their software · price −$1.4M$983K−$176M
- VeriSign, Inc.VRSN4,519 shares · 0.0% of their software$960KFlat
- AkamaiAKAM7,749 shares · 0.0% of their software$754KFlat
- PalantirPLTR36,919 shares · 0.0% of their software$665KFlat
- Lyft, Inc.LYFT19,741 shares · 0.0% of their software$632K−$4.9M
- PTCPTC4,352 shares · 0.0% of their software$529KFlat
- GitLabGTLB5,294 shares · 0.0% of their software$461KNew · Flat
- ElasticESTC3,693 shares · 0.0% of their software$425KNew · +$550K
- Rekor Systems, Inc.REKR56,311 shares · 0.0% of their software$369KNew · +$647K
- Daily Journal CorporationDJCO1,000 shares · 0.0% of their software$357KFlat
- TeradataTDC6,838 shares · 0.0% of their software$290KNew · Flat
- WorkivaWK2,241 shares · 0.0% of their software$251KFlat
- YextYEXT21,329 shares · 0.0% of their software$212KFlat
- Sabre CorporationSABR23,265 shares · 0.0% of their software$163KNew · Flat
- Grab Holdings LimitedGRAB15,997 shares · 0.0% of their software$114KNew · Flat