Generalist · New York, NY
Neuberger Berman Group
Q1 2022 · compared with Q4 2021
Filed as Neuberger Berman Group LLC
- Software
- $11.3B
- Weight of 13F
- 10.0%
- Names
- 112
- Net bought
- −$1.7B
Filed 13 May 2022 · SEC filing.
1,829 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
- MicrosoftMSFT11,749,036 shares · 31.9% of their software · price −$329M$3.6B−$231M
- SalesforceCRM2,310,605 shares · 4.3% of their software · price −$96.6M$488M−$84.2M
- ServiceNowNOW709,284 shares · 3.5% of their software · price −$65.4M$393M−$206M
- Manhattan AssociatesMANH2,848,356 shares · 3.5% of their software · price −$47.8M$392M−$15.3M
- IntuitINTU785,102 shares · 3.3% of their software · price −$127M$374M−$51.4M
- VeriskVRSK1,678,415 shares · 3.2% of their software · price −$23.7M$360M−$4.9M
- AdobeADBE710,888 shares · 2.9% of their software · price −$79.2M$322M+$66.6M
- QualysQLYS2,187,473 shares · 2.7% of their software · price +$11.4M$308M−$7.9M
- Fiserv, Inc.FISV2,950,778 shares · 2.7% of their software · price −$7.1M$298M−$76.6M
- OracleORCL3,625,892 shares · 2.6% of their software · price −$16.2M$296M+$16.4M
- Fair IsaacFICO612,681 shares · 2.5% of their software · price +$20.1M$282M−$3.2M
- SPS CommerceSPSC2,075,629 shares · 2.4% of their software · price −$23.1M$270M−$6.0M
- Uber Technologies, Inc.UBER6,277,390 shares · 2.0% of their software · price −$39.2M$223M−$3.2M
- Tyler TechnologiesTYL437,210 shares · 1.7% of their software · price −$40.7M$192M−$7.3M
- Roper Technologies, Inc.ROP394,503 shares · 1.7% of their software · price −$7.7M$186M−$87.1M
- NetScout Systems, Inc.NTCT5,354,811 shares · 1.5% of their software · price −$5.4M$172M−$4.8M
- BILLBILL697,983 shares · 1.4% of their software · price −$15.6M$158M−$120M
- Palo Alto NetworksPANW252,028 shares · 1.4% of their software · price +$16.6M$156M−$7.6M
- WEX Inc.WEX862,981 shares · 1.4% of their software · price +$32.8M$154M−$57.3M
- WorkdayWDAY592,020 shares · 1.3% of their software · price −$20.0M$142M−$47.4M
- CoStarCSGP1,954,880 shares · 1.2% of their software · price −$24.3M$130M+$27.0M
- HubSpotHUBS259,635 shares · 1.1% of their software · price −$47.8M$123M−$222M
- GoDaddyGDDY1,441,112 shares · 1.1% of their software · price −$1.7M$121MFlat
- TrimbleTRMB1,634,854 shares · 1.0% of their software · price −$24.6M$118M+$39.2M
- ZscalerZS422,060 shares · 0.9% of their software · price −$33.8M$102M−$73.0M
- CrowdStrikeCRWD446,156 shares · 0.9% of their software · price +$10.0M$101M−$108M
- SnowflakeSNOW429,257 shares · 0.9% of their software · price −$47.1M$98.2M+$5.7M
- Paychex, Inc.PAYX631,913 shares · 0.8% of their software$85.1M+$1.8M
- SAPSAP770,161 shares · 0.8% of their software · price −$22.5M$84.8M−$51.2M
- Simulations PlusSLP1,635,924 shares · 0.7% of their software · price +$6.0M$83.4M−$2.1M
- CadenceCDNS494,752 shares · 0.7% of their software · price −$10.8M$80.8M−$44.0M
- OktaOKTA490,023 shares · 0.7% of their software · price −$35.9M$73.9M+$47.0M
- Amdocs LimitedDOX764,164 shares · 0.6% of their software · price +$5.6M$62.8M−$6.6M
- DynatraceDT1,301,527 shares · 0.5% of their software · price −$17.2M$61.2M−$14.3M
- DatadogDDOG389,727 shares · 0.5% of their software · price −$10.4M$58.9M−$15.0M
- Automatic Data Processing, Inc.ADP247,887 shares · 0.5% of their software · price −$4.7M$54.5M+$1.9M
- MongoDBMDB120,584 shares · 0.5% of their software · price −$10.3M$53.4M+$764K
- Gen DigitalGEN1,949,095 shares · 0.5% of their software · price +$1.1M$51.5M−$4.1M
- VertexVERX3,333,875 shares · 0.5% of their software · price −$1.8M$51.1M−$1.4M
- Definitive HealthcareDH1,996,212 shares · 0.4% of their software · price −$5.3M$49.2M+$9.3M
- UnityU480,340 shares · 0.4% of their software · price −$21.0M$47.6M−$93.6M
- CloudflareNET395,462 shares · 0.4% of their software · price −$4.7M$47.2M−$3.2M
- AutodeskADSK208,596 shares · 0.4% of their software · price −$13.9M$44.4M−$119M
- ZoomInfoZI734,948 shares · 0.4% of their software$43.6M—
- ProcorePCOR735,782 shares · 0.4% of their software · price −$16.2M$42.6MNew · +$58.8M
- ShopifySHOP54,319 shares · 0.3% of their software · price −$38.1M$36.6M+$6.3M
- Block, Inc.XYZ257,649 shares · 0.3% of their software · price −$6.7M$34.7M−$121M
- BoxBOX1,213,186 shares · 0.3% of their software · price +$3.5M$34.7M−$630K
- DoubleVerifyDV1,364,353 shares · 0.3% of their software · price −$11.1M$34.3M−$5.0M
- FortinetFTNT101,399 shares · 0.3% of their software · price −$1.8M$34.0M+$34.5M
- Cognyte Software Ltd.CGNT2,990,540 shares · 0.3% of their software · price −$13.0M$33.2M+$7.3M
- DescartesDSGX441,867 shares · 0.3% of their software · price −$4.2M$32.3M+$6.6M
- PaylocityPCTY142,336 shares · 0.3% of their software · price −$4.3M$29.3MFlat
- CertaraCERT1,316,271 shares · 0.3% of their software · price −$9.1M$28.3MFlat
- PagSeguro Digital Ltd.PAGS1,306,747 shares · 0.2% of their software · price −$8.1M$26.2MFlat
- N-ableNABL2,504,630 shares · 0.2% of their software · price −$5.0M$22.8MFlat
- OneSpan Inc.OSPN1,378,474 shares · 0.2% of their software · price −$3.4M$19.8MFlat
- VeevaVEEV90,260 shares · 0.2% of their software · price −$3.9M$19.1M−$16.2M
- Radware Ltd.RDWR586,098 shares · 0.2% of their software · price −$5.7M$18.3MFlat
- Bentley SystemsBSY379,759 shares · 0.1% of their software · price −$1.6M$16.7MFlat
- NICENICE76,434 shares · 0.1% of their software · price −$6.5M$16.7M−$5.6M
- Cerence Inc.CRNC450,649 shares · 0.1% of their software · price −$18.3M$15.8M+$27.6M
- Repay Holdings CorporationRPAY1,012,483 shares · 0.1% of their software · price −$3.5M$15.0MFlat
- TwilioTWLO89,477 shares · 0.1% of their software · price −$8.8M$14.7M−$8.9M
- Zeta GlobalZETA927,954 shares · 0.1% of their software · price +$4.0M$11.8M+$2.0M
- The Trade DeskTTD168,902 shares · 0.1% of their software · price −$3.8M$11.4M−$22.8M
- Five9FIVN103,404 shares · 0.1% of their software · price −$2.8M$11.3M−$4.9M
- Ribbon Communications Inc.RBBN3,487,253 shares · 0.1% of their software · price −$10.3M$10.8MFlat
- SS&CSSNC104,478 shares · 0.1% of their software · price −$727K$7.7M+$1.1M
- ZoomZM65,277 shares · 0.1% of their software · price −$4.4M$7.6MFlat
- OpenTextOTEX156,935 shares · 0.1% of their software · price −$797K$6.7M−$1.6M
- Rapid7RPD56,717 shares · 0.1% of their software$6.3M−$2.5M
- TenableTENB96,723 shares · 0.0% of their software$5.5MNew · +$5.3M
- Check PointCHKP42,399 shares · 0.0% of their software · price +$920K$5.4MFlat
- DocuSignDOCU51,566 shares · 0.0% of their software · price −$2.3M$5.4M−$32.1M
- Calix, Inc.CALX101,259 shares · 0.0% of their software · price −$3.8M$4.2M−$1.7M
- Telos CorporationTLS418,634 shares · 0.0% of their software · price −$2.3M$4.2MFlat
- DigitalOceanDOCN74,623 shares · 0.0% of their software · price −$1.7M$4.0M+$2.1M
- SentinelOneS94,284 shares · 0.0% of their software · price −$1.1M$3.7M−$731K
- GitLabGTLB66,500 shares · 0.0% of their software · price −$2.2M$3.6M+$5.3M
- SynopsysSNPS10,368 shares · 0.0% of their software$2.9M+$1.2M
- FactSetFDS6,927 shares · 0.0% of their software$2.9MFlat
- SmartRent, Inc.SMRT571,563 shares · 0.0% of their software · price −$2.6M$2.9M+$796K
- MorningstarMORN10,501 shares · 0.0% of their software · price −$723K$2.9MFlat
- WixWIX25,482 shares · 0.0% of their software · price −$1.4M$2.6M+$1.4M
- BroadridgeBR16,401 shares · 0.0% of their software$2.5MFlat
- DropboxDBX104,726 shares · 0.0% of their software$2.4MFlat
- NetApp, Inc.NTAP32,481 shares · 0.0% of their software$2.4MFlat
- Shift4 Payments, Inc.FOUR37,268 shares · 0.0% of their software$2.3MFlat
- PubMaticPUBM84,882 shares · 0.0% of their software · price −$673K$2.2M−$10.2M
- Sprout SocialSPT27,780 shares · 0.0% of their software$2.2M−$9.2M
- CourseraCOUR91,927 shares · 0.0% of their software$2.1M−$8.9M
- BlackLineBL23,544 shares · 0.0% of their software · price −$714K$1.7MFlat
- VeriSign, Inc.VRSN6,241 shares · 0.0% of their software$1.2MFlat
- F5, Inc.FFIV4,789 shares · 0.0% of their software$959KFlat
- nCinoNCNO24,008 shares · 0.0% of their software$957KNew · +$1.3M
- PaycomPAYC3,092 shares · 0.0% of their software$948KFlat
- AkamaiAKAM9,124 shares · 0.0% of their software$926KFlat
- AsanaASAN17,355 shares · 0.0% of their software · price −$600K$691K−$6.1M
- Lyft, Inc.LYFT25,343 shares · 0.0% of their software$657KFlat
- LightspeedLSPD21,480 shares · 0.0% of their software$656KFlat
- PTCPTC5,662 shares · 0.0% of their software$562KFlat
- ElasticESTC5,136 shares · 0.0% of their software$453KFlat
- TeradataTDC6,907 shares · 0.0% of their software$340KFlat
- Daily Journal CorporationDJCO1,000 shares · 0.0% of their software$312KFlat
- RingCentralRNG2,473 shares · 0.0% of their software$288K−$19.7M
- Rekor Systems, Inc.REKR55,645 shares · 0.0% of their software$253KFlat
- WorkivaWK2,298 shares · 0.0% of their software$234KFlat
- BlackBerry LimitedBB21,116 shares · 0.0% of their software$157KNew · Flat
- YextYEXT21,329 shares · 0.0% of their software$147KFlat
- Sabre CorporationSABR13,479 shares · 0.0% of their software$102KFlat
- PalantirPLTR10,457 shares · 0.0% of their software · Implied price is far from the quarter-end close$55K—