Generalist · New York, NY
Neuberger Berman Group
Q3 2022 · compared with Q2 2022
Filed as Neuberger Berman Group LLC
- Software
- $9.5B
- Weight of 13F
- 10.0%
- Names
- 111
- Net bought
- +$525M
Filed 15 November 2022 · SEC filing.
1,785 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
- MicrosoftMSFT11,850,432 shares · 29.1% of their software · price −$284M$2.8BFlat
- Manhattan AssociatesMANH2,718,477 shares · 3.8% of their software · price +$50.1M$362M+$12.1M
- ServiceNowNOW946,594 shares · 3.8% of their software · price −$92.7M$361MFlat
- VeriskVRSK2,024,288 shares · 3.6% of their software · price −$5.2M$345M−$10.9M
- SalesforceCRM2,185,439 shares · 3.3% of their software · price −$46.3M$315M+$57.0M
- QualysQLYS2,125,581 shares · 3.1% of their software · price +$28.2M$296MFlat
- IntuitINTU756,922 shares · 3.1% of their software · price +$1.4M$294M−$7.2M
- Fiserv, Inc.FISV2,808,805 shares · 2.8% of their software · price +$12.9M$263MFlat
- SPS CommerceSPSC2,026,217 shares · 2.7% of their software · price +$22.7M$252MFlat
- Fair IsaacFICO598,284 shares · 2.6% of their software · price +$6.6M$247MFlat
- OracleORCL3,651,625 shares · 2.4% of their software · price −$32.1M$223M+$5.7M
- AdobeADBE772,897 shares · 2.2% of their software · price −$70.2M$213M+$56.6M
- CadenceCDNS1,085,652 shares · 1.9% of their software · price +$14.5M$178M+$5.2M
- NetScout Systems, Inc.NTCT5,469,619 shares · 1.8% of their software · price −$13.8M$171MFlat
- HubSpotHUBS542,005 shares · 1.6% of their software · price −$16.5M$148M−$4.3M
- Uber Technologies, Inc.UBER5,482,464 shares · 1.5% of their software · price +$33.1M$145M+$53.2M
- Tyler TechnologiesTYL414,145 shares · 1.5% of their software · price +$6.2M$144MFlat
- Roper Technologies, Inc.ROP386,347 shares · 1.5% of their software · price −$13.5M$139MFlat
- SnowflakeSNOW804,909 shares · 1.4% of their software · price +$24.9M$137M+$28.8M
- CrowdStrikeCRWD806,303 shares · 1.4% of their software · price −$3.0M$133M+$1.5M
- CoStarCSGP1,850,954 shares · 1.4% of their software · price +$17.1M$129M−$6.3M
- DatadogDDOG1,356,280 shares · 1.3% of their software · price −$8.8M$119M+$74.4M
- WorkdayWDAY771,104 shares · 1.2% of their software · price +$9.7M$117M+$28.5M
- Amdocs LimitedDOX1,366,424 shares · 1.1% of their software · price −$5.3M$109M−$7.9M
- WEX Inc.WEX818,992 shares · 1.1% of their software · price −$23.4M$104M−$3.6M
- GoDaddyGDDY1,402,140 shares · 1.0% of their software · price +$1.9M$99.5M−$1.8M
- Palo Alto NetworksPANW571,070 shares · 1.0% of their software · price −$189M$93.8M+$156M
- BILLBILL686,901 shares · 1.0% of their software · price +$15.4M$92.3M−$22.5M
- FortinetFTNT1,781,296 shares · 0.9% of their software · price −$13.3M$88.0M+$2.8M
- SAPSAP956,163 shares · 0.8% of their software · price −$9.1M$77.7M+$19.6M
- Simulations PlusSLP1,537,237 shares · 0.8% of their software · price −$1.2M$74.6M−$3.1M
- Paychex, Inc.PAYX554,621 shares · 0.7% of their software · price −$921K$62.3M−$20.3M
- ZscalerZS355,989 shares · 0.6% of their software · price +$5.3M$58.5M−$41.6M
- OktaOKTA1,021,471 shares · 0.6% of their software · price −$34.2M$58.1M+$39.2M
- Automatic Data Processing, Inc.ADP247,901 shares · 0.6% of their software · price +$4.0M$56.1M+$746K
- The Trade DeskTTD874,287 shares · 0.6% of their software · price +$15.6M$52.2M+$27.4M
- VeevaVEEV308,806 shares · 0.5% of their software · price −$10.2M$50.9M+$42.9M
- VertexVERX3,632,850 shares · 0.5% of their software · price +$8.5M$49.7M+$3.9M
- TrimbleTRMB894,293 shares · 0.5% of their software · price −$3.5M$49.0M−$13.8M
- ProcorePCOR912,171 shares · 0.5% of their software · price +$3.7M$45.1M−$9.3M
- Adeia Inc.ADEA2,768,748 shares · 0.5% of their software · Implied price is far from the quarter-end close$44.2MNew
- MongoDBMDB212,644 shares · 0.4% of their software · price −$13.0M$42.1M+$19.8M
- Definitive HealthcareDH2,347,829 shares · 0.4% of their software · price −$17.4M$36.5M+$5.4M
- Gen DigitalGEN1,704,548 shares · 0.4% of their software · price −$3.1M$34.3M−$1.0M
- ZoomInfoZI783,488 shares · 0.3% of their software$32.6M—
- DescartesDSGX503,609 shares · 0.3% of their software · price +$740K$32.0M−$1.8M
- BoxBOX1,307,382 shares · 0.3% of their software · price −$981K$31.9M+$1.4M
- AutodeskADSK169,293 shares · 0.3% of their software · price +$2.5M$31.8M−$26.0M
- Ribbon Communications Inc.RBBN13,570,773 shares · 0.3% of their software · price −$11.1M$30.2M+$30.5M
- CommvaultCVLT548,204 shares · 0.3% of their software · price −$5.4M$29.1MNew · +$34.5M
- Xperi Inc.XPER1,093,960 shares · 0.3% of their software$28.4MNew · +$28.4M
- PagSeguro Digital Ltd.PAGS2,127,876 shares · 0.3% of their software · price +$6.4M$27.8M−$1.1M
- PaylocityPCTY114,704 shares · 0.3% of their software · price +$7.7M$27.7M−$13.4M
- DoubleVerifyDV885,932 shares · 0.3% of their software · price +$4.1M$24.4M−$8.1M
- Radware Ltd.RDWR1,076,266 shares · 0.2% of their software$23.5M+$7.0M
- N-ableNABL2,479,732 shares · 0.2% of their software · price +$570K$22.9MFlat
- DynatraceDT645,936 shares · 0.2% of their software · price −$3.0M$22.5M−$846K
- Check PointCHKP179,099 shares · 0.2% of their software · price −$1.7M$20.2M+$1.7M
- WixWIX243,653 shares · 0.2% of their software · price +$3.1M$19.1M+$2.5M
- CertaraCERT1,329,787 shares · 0.2% of their software · price −$10.9M$17.7MFlat
- Cognyte Software Ltd.CGNT4,047,169 shares · 0.2% of their software · price −$850K$16.4M+$928K
- Bentley SystemsBSY461,697 shares · 0.2% of their software · price −$1.3M$14.4M+$3.4M
- NICENICE75,147 shares · 0.1% of their software$14.1MFlat
- OneSpan Inc.OSPN1,492,672 shares · 0.1% of their software · price −$4.9M$12.9M+$1.2M
- Repay Holdings CorporationRPAY1,793,227 shares · 0.1% of their software · price −$10.4M$12.7MFlat
- Sprout SocialSPT192,821 shares · 0.1% of their software · price +$503K$11.7M+$7.9M
- ShopifySHOP362,252 shares · 0.1% of their software · price −$1.6M$9.8M+$1.1M
- Cerence Inc.CRNC603,427 shares · 0.1% of their software · price −$5.7M$9.5M−$1.4M
- Calix, Inc.CALX133,695 shares · 0.1% of their software · price +$3.6M$8.2M+$716K
- Zeta GlobalZETA1,101,644 shares · 0.1% of their software · price +$2.3M$7.3MFlat
- SynopsysSNPS22,812 shares · 0.1% of their software$7.0MFlat
- GitLabGTLB131,803 shares · 0.1% of their software$6.8M+$2.3M
- Five9FIVN74,465 shares · 0.1% of their software · price −$1.2M$5.7M−$760K
- PubMaticPUBM324,296 shares · 0.1% of their software$5.4M+$3.7M
- CloudflareNET80,008 shares · 0.0% of their software · price +$925K$4.4M−$1.4M
- FlywireFLYW165,383 shares · 0.0% of their software · price +$881K$3.8MNew · +$2.9M
- Telos CorporationTLS397,500 shares · 0.0% of their software$3.5MFlat
- PhreesiaPHR131,448 shares · 0.0% of their software$3.4MNew · +$3.3M
- DigitalOceanDOCN88,336 shares · 0.0% of their software$3.2MFlat
- OpenTextOTEX110,523 shares · 0.0% of their software · price −$1.3M$2.9M+$1.1M
- Block, Inc.XYZ50,242 shares · 0.0% of their software$2.8M−$591K
- FactSetFDS6,520 shares · 0.0% of their software$2.6MFlat
- DropboxDBX110,467 shares · 0.0% of their software$2.3MFlat
- MorningstarMORN8,872 shares · 0.0% of their software$1.9MFlat
- TwilioTWLO25,470 shares · 0.0% of their software$1.8M−$841K
- SS&CSSNC34,900 shares · 0.0% of their software$1.7M−$1.2M
- PaycomPAYC4,353 shares · 0.0% of their software$1.4MFlat
- BroadridgeBR9,227 shares · 0.0% of their software$1.3MFlat
- NetApp, Inc.NTAP21,125 shares · 0.0% of their software$1.3MFlat
- SmartRent, Inc.SMRT571,563 shares · 0.0% of their software · price −$1.3M$1.3MFlat
- UnityU37,178 shares · 0.0% of their software$1.2M−$22.6M
- BlackLineBL18,744 shares · 0.0% of their software$1.1MFlat
- F5, Inc.FFIV7,457 shares · 0.0% of their software$1.1MFlat
- nCinoNCNO31,280 shares · 0.0% of their software$1.1MFlat
- Endava plcDAVA13,247 shares · 0.0% of their software$1.1MFlat
- VeriSign, Inc.VRSN6,112 shares · 0.0% of their software$1.1MFlat
- PTCPTC8,047 shares · 0.0% of their software$842KFlat
- DocuSignDOCU15,473 shares · 0.0% of their software$827KFlat
- ElasticESTC10,506 shares · 0.0% of their software$754KFlat
- Lyft, Inc.LYFT51,399 shares · 0.0% of their software$678KFlat
- AkamaiAKAM6,296 shares · 0.0% of their software$506KFlat
- SentinelOneS18,497 shares · 0.0% of their software$473KNew · Flat
- Shift4 Payments, Inc.FOUR9,101 shares · 0.0% of their software$406KFlat
- AsanaASAN15,350 shares · 0.0% of their software$342KFlat
- Grab Holdings LimitedGRAB128,607 shares · 0.0% of their software$338KFlat
- LightspeedLSPD17,024 shares · 0.0% of their software$301KFlat
- Daily Journal CorporationDJCO1,000 shares · 0.0% of their software$256KFlat
- TeradataTDC6,819 shares · 0.0% of their software$212KFlat
- ZoomZM2,857 shares · 0.0% of their software$210K−$5.5M
- BlackBerry LimitedBB42,077 shares · 0.0% of their software$199KFlat
- YextYEXT21,029 shares · 0.0% of their software$94KFlat