Generalist · New York, NY
Neuberger Berman Group
Q2 2022 · compared with Q1 2022
Filed as Neuberger Berman Group LLC
- Software
- $9.6B
- Weight of 13F
- 9.8%
- Names
- 111
- Net bought
- +$1.2B
Filed 15 August 2022 · SEC filing.
1,801 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
- MicrosoftMSFT11,817,491 shares · 31.7% of their software · price −$608M$3.0BFlat
- ServiceNowNOW950,811 shares · 4.7% of their software · price −$77.4M$453M+$135M
- VeriskVRSK2,087,060 shares · 3.8% of their software · price −$86.7M$361M+$87.7M
- SalesforceCRM1,840,355 shares · 3.2% of their software · price −$87.0M$304M−$99.8M
- Manhattan AssociatesMANH2,612,963 shares · 3.1% of their software · price −$63.0M$299M−$32.7M
- IntuitINTU775,473 shares · 3.1% of their software · price −$74.0M$299M−$4.6M
- QualysQLYS2,140,151 shares · 2.8% of their software · price −$34.8M$270M−$6.7M
- Fiserv, Inc.FISV2,813,727 shares · 2.6% of their software · price −$35.0M$250M−$13.9M
- OracleORCL3,569,518 shares · 2.6% of their software · price −$45.9M$249M−$4.7M
- Fair IsaacFICO602,451 shares · 2.5% of their software · price −$39.5M$242M−$4.8M
- SPS CommerceSPSC2,032,139 shares · 2.4% of their software · price −$36.9M$230M−$5.7M
- AdobeADBE618,352 shares · 2.4% of their software · price −$55.4M$227M−$42.2M
- NetScout Systems, Inc.NTCT5,503,197 shares · 1.9% of their software · price +$9.7M$186M+$4.8M
- HubSpotHUBS556,429 shares · 1.8% of their software · price −$97.0M$172M+$141M
- CadenceCDNS1,051,042 shares · 1.7% of their software · price −$15.2M$158M+$91.5M
- Roper Technologies, Inc.ROP386,466 shares · 1.6% of their software · price −$30.0M$153M−$3.8M
- CrowdStrikeCRWD797,261 shares · 1.4% of their software · price −$46.7M$139M+$79.7M
- Tyler TechnologiesTYL416,099 shares · 1.4% of their software · price −$46.8M$138M−$9.4M
- WEX Inc.WEX841,861 shares · 1.4% of their software · price −$19.3M$131M−$3.8M
- Palo Alto NetworksPANW255,811 shares · 1.3% of their software · price −$32.9M$126M+$2.4M
- Amdocs LimitedDOX1,460,768 shares · 1.3% of their software · price +$1.6M$122M+$57.3M
- CoStarCSGP1,955,055 shares · 1.2% of their software · price −$12.1M$118MFlat
- BILLBILL891,579 shares · 1.1% of their software · price −$104M$101M+$43.9M
- GoDaddyGDDY1,428,068 shares · 1.0% of their software · price −$20.2M$99.4MFlat
- FortinetFTNT1,731,563 shares · 1.0% of their software · price −$494M$98.8M+$557M
- ZscalerZS633,937 shares · 1.0% of their software · price −$58.2M$96.7M+$51.1M
- SnowflakeSNOW598,029 shares · 0.9% of their software · price −$53.9M$84.5M+$38.7M
- Paychex, Inc.PAYX733,121 shares · 0.9% of their software · price −$16.6M$83.5M+$13.8M
- WorkdayWDAY567,259 shares · 0.8% of their software · price −$56.7M$79.2M−$5.9M
- Simulations PlusSLP1,600,059 shares · 0.8% of their software · price −$2.6M$78.9M−$1.8M
- SAPSAP739,671 shares · 0.7% of their software · price −$15.0M$67.1M−$3.4M
- TrimbleTRMB1,130,883 shares · 0.7% of their software · price −$15.7M$66.3M−$36.4M
- Uber Technologies, Inc.UBER2,880,102 shares · 0.6% of their software · price −$43.8M$59.4M−$121M
- AutodeskADSK320,553 shares · 0.6% of their software · price −$13.6M$55.5M+$24.0M
- DatadogDDOG574,856 shares · 0.6% of their software · price −$32.3M$55.1M+$28.0M
- OktaOKTA588,279 shares · 0.6% of their software · price −$35.6M$53.2M+$14.8M
- Automatic Data Processing, Inc.ADP244,349 shares · 0.5% of their software · price −$4.3M$51.3M−$805K
- ProcorePCOR1,116,805 shares · 0.5% of their software · price −$14.0M$50.7M+$22.1M
- Definitive HealthcareDH2,112,470 shares · 0.5% of their software · price −$3.6M$48.4M+$2.9M
- Gen DigitalGEN1,751,854 shares · 0.4% of their software · price −$8.0M$38.5M−$5.2M
- VertexVERX3,287,845 shares · 0.4% of their software · price −$13.2M$37.3M−$706K
- MongoDBMDB136,290 shares · 0.4% of their software · price −$25.1M$35.4M+$7.0M
- PaylocityPCTY191,791 shares · 0.3% of their software · price −$6.0M$33.5M+$10.2M
- DescartesDSGX532,687 shares · 0.3% of their software · price −$6.0M$33.1M+$6.7M
- BoxBOX1,250,336 shares · 0.3% of their software · price −$4.9M$31.5M+$1.1M
- CertaraCERT1,319,818 shares · 0.3% of their software$28.3MFlat
- DoubleVerifyDV1,242,339 shares · 0.3% of their software · price −$3.1M$28.0M−$3.1M
- ZoomInfoZI814,249 shares · 0.3% of their software$27.5M—
- DynatraceDT667,386 shares · 0.3% of their software · price −$5.1M$26.3M−$29.9M
- UnityU650,330 shares · 0.3% of their software · price −$40.6M$25.7M+$16.9M
- Repay Holdings CorporationRPAY1,796,161 shares · 0.2% of their software · price −$3.4M$23.1M+$11.6M
- PagSeguro Digital Ltd.PAGS2,231,716 shares · 0.2% of their software · price −$21.9M$22.5M+$18.5M
- N-ableNABL2,479,732 shares · 0.2% of their software$22.3MFlat
- Check PointCHKP165,485 shares · 0.2% of their software · price −$2.7M$20.1M+$17.0M
- VeevaVEEV92,350 shares · 0.2% of their software · price −$1.3M$18.4MFlat
- Cerence Inc.CRNC658,812 shares · 0.2% of their software · price −$7.2M$16.7M+$7.5M
- OneSpan Inc.OSPN1,388,535 shares · 0.2% of their software · price −$3.5M$16.5MFlat
- Cognyte Software Ltd.CGNT3,828,875 shares · 0.2% of their software · price −$27.0M$16.3M+$9.5M
- Radware Ltd.RDWR752,147 shares · 0.2% of their software · price −$7.7M$16.3M+$5.3M
- NICENICE75,726 shares · 0.2% of their software · price −$2.0M$14.6MFlat
- WixWIX205,774 shares · 0.1% of their software · price −$8.0M$13.5M+$18.8M
- Bentley SystemsBSY358,890 shares · 0.1% of their software · price −$3.9M$12.1M−$922K
- Ribbon Communications Inc.RBBN3,531,489 shares · 0.1% of their software$10.7MFlat
- ShopifySHOP327,177 shares · 0.1% of their software · price −$211M$10.4M+$184M
- The Trade DeskTTD219,877 shares · 0.1% of their software · price −$6.0M$9.2M+$3.5M
- Five9FIVN82,803 shares · 0.1% of their software · price −$1.6M$7.7M−$2.3M
- SynopsysSNPS22,566 shares · 0.1% of their software · price −$667K$6.9M+$4.1M
- ZoomZM53,864 shares · 0.1% of their software$6.0M−$1.3M
- CloudflareNET112,386 shares · 0.1% of their software · price −$8.5M$5.0M−$33.9M
- Zeta GlobalZETA1,092,212 shares · 0.1% of their software · price −$9.0M$4.9M+$2.1M
- TenableTENB104,991 shares · 0.0% of their software · price −$1.3M$4.8MFlat
- GitLabGTLB87,886 shares · 0.0% of their software$4.7M+$1.2M
- Rapid7RPD62,242 shares · 0.0% of their software · price −$2.8M$4.2M+$615K
- DigitalOceanDOCN92,991 shares · 0.0% of their software · price −$1.5M$3.9M+$1.1M
- Calix, Inc.CALX112,714 shares · 0.0% of their software · price −$989K$3.8MFlat
- Block, Inc.XYZ59,860 shares · 0.0% of their software · price −$4.4M$3.7M−$26.8M
- Telos CorporationTLS422,434 shares · 0.0% of their software · price −$798K$3.4MFlat
- Sprout SocialSPT56,904 shares · 0.0% of their software · price −$1.3M$3.3M+$2.3M
- SS&CSSNC55,951 shares · 0.0% of their software · price −$948K$3.3M−$3.6M
- OpenTextOTEX80,338 shares · 0.0% of their software$3.0M−$3.2M
- TwilioTWLO35,510 shares · 0.0% of their software · price −$2.9M$3.0M−$8.9M
- FactSetFDS6,811 shares · 0.0% of their software$2.6MFlat
- SmartRent, Inc.SMRT571,563 shares · 0.0% of their software$2.6MFlat
- DropboxDBX111,715 shares · 0.0% of their software$2.3MFlat
- MorningstarMORN9,531 shares · 0.0% of their software$2.3MFlat
- PubMaticPUBM91,587 shares · 0.0% of their software · price −$937K$1.5MFlat
- NetApp, Inc.NTAP21,396 shares · 0.0% of their software$1.4M−$920K
- BlackLineBL20,990 shares · 0.0% of their software$1.4MFlat
- CourseraCOUR98,606 shares · 0.0% of their software · price −$874K$1.4MFlat
- BroadridgeBR9,113 shares · 0.0% of their software$1.3M−$1.1M
- Endava plcDAVA13,222 shares · 0.0% of their software · price −$592K$1.2MNew · +$1.8M
- F5, Inc.FFIV7,303 shares · 0.0% of their software$1.1M+$525K
- VeriSign, Inc.VRSN6,077 shares · 0.0% of their software$1.0MFlat
- PaycomPAYC3,304 shares · 0.0% of their software$926KFlat
- AkamaiAKAM10,094 shares · 0.0% of their software$922KFlat
- Shift4 Payments, Inc.FOUR22,721 shares · 0.0% of their software · price −$656K$751K−$901K
- ElasticESTC10,978 shares · 0.0% of their software$742K+$520K
- LightspeedLSPD30,471 shares · 0.0% of their software$678KFlat
- nCinoNCNO21,397 shares · 0.0% of their software$661KFlat
- PTCPTC5,685 shares · 0.0% of their software$604KFlat
- DocuSignDOCU10,005 shares · 0.0% of their software$574K−$4.5M
- AsanaASAN21,445 shares · 0.0% of their software$377KFlat
- Lyft, Inc.LYFT25,716 shares · 0.0% of their software · price −$646K$341KFlat
- AppFolioAPPF3,018 shares · 0.0% of their software$283KNew · Flat
- GuidewireGWRE3,947 shares · 0.0% of their software$280KNew · Flat
- Daily Journal CorporationDJCO1,000 shares · 0.0% of their software$259KFlat
- TeradataTDC6,819 shares · 0.0% of their software$252KFlat
- RingCentralRNG4,543 shares · 0.0% of their software$237KFlat
- BlackBerry LimitedBB42,077 shares · 0.0% of their software$226KFlat
- Grab Holdings LimitedGRAB75,826 shares · 0.0% of their software$192KNew · Flat
- YextYEXT21,029 shares · 0.0% of their software$101KFlat