Generalist · New York, NY
Neuberger Berman Group
Q4 2022 · compared with Q3 2022
Filed as Neuberger Berman Group LLC
- Software
- $9.7B
- Weight of 13F
- 9.5%
- Names
- 111
- Net bought
- +$66.9M
Filed 13 February 2023 · SEC filing.
1,744 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
- MicrosoftMSFT11,919,712 shares · 29.5% of their software · price +$82.5M$2.9BFlat
- OracleORCL6,929,363 shares · 5.8% of their software · price +$143M$566M+$200M
- VeriskVRSK2,041,711 shares · 3.7% of their software · price +$12.0M$360MFlat
- ServiceNowNOW914,490 shares · 3.7% of their software · price +$9.7M$356M−$12.1M
- Manhattan AssociatesMANH2,816,018 shares · 3.5% of their software · price −$32.8M$342M+$13.0M
- IntuitINTU811,830 shares · 3.3% of their software · price +$1.5M$316M+$21.3M
- Fair IsaacFICO521,877 shares · 3.2% of their software · price +$97.4M$312M−$31.5M
- AdobeADBE769,458 shares · 2.7% of their software · price +$47.2M$259MFlat
- SPS CommerceSPSC2,009,711 shares · 2.7% of their software · price +$8.4M$258MFlat
- Fiserv, Inc.FISV2,465,504 shares · 2.6% of their software · price +$18.5M$249M−$32.1M
- QualysQLYS2,047,284 shares · 2.4% of their software · price −$55.6M$230M−$10.9M
- CadenceCDNS1,247,034 shares · 2.1% of their software · price −$3.5M$201M+$26.4M
- SalesforceCRM1,468,035 shares · 2.0% of their software · price −$16.5M$195M−$103M
- NetScout Systems, Inc.NTCT5,410,165 shares · 1.8% of their software · price +$6.4M$176M−$1.9M
- Roper Technologies, Inc.ROP382,517 shares · 1.7% of their software · price +$27.7M$165MFlat
- HubSpotHUBS522,556 shares · 1.6% of their software · price +$9.9M$152M−$5.3M
- WEX Inc.WEX808,391 shares · 1.4% of their software · price +$29.7M$132M−$1.3M
- Tyler TechnologiesTYL410,258 shares · 1.4% of their software · price −$10.3M$132MFlat
- CrowdStrikeCRWD1,067,095 shares · 1.2% of their software · price −$63.5M$112M+$43.0M
- BILLBILL1,002,031 shares · 1.1% of their software · price −$23.5M$109M+$41.7M
- DatadogDDOG1,431,983 shares · 1.1% of their software · price −$21.9M$106M+$6.7M
- Amdocs LimitedDOX1,156,381 shares · 1.1% of their software · price +$13.2M$105M−$16.7M
- Uber Technologies, Inc.UBER4,123,471 shares · 1.1% of their software · price −$7.3M$102M−$36.0M
- GoDaddyGDDY1,359,340 shares · 1.0% of their software · price +$5.4M$102M−$3.0M
- SnowflakeSNOW675,077 shares · 1.0% of their software · price −$17.8M$96.2M−$22.1M
- WorkdayWDAY535,487 shares · 0.9% of their software · price +$8.1M$89.6M−$35.9M
- FortinetFTNT1,669,995 shares · 0.8% of their software$82.0M−$5.5M
- CommvaultCVLT1,170,171 shares · 0.8% of their software · price +$11.5M$73.5M+$33.0M
- Palo Alto NetworksPANW481,703 shares · 0.7% of their software · price −$11.7M$67.3M−$14.6M
- Paychex, Inc.PAYX543,434 shares · 0.6% of their software · price +$1.8M$62.8M−$1.3M
- UnityU2,105,797 shares · 0.6% of their software · price −$6.9M$60.2M+$65.9M
- Automatic Data Processing, Inc.ADP250,062 shares · 0.6% of their software · price +$3.2M$59.7MFlat
- SAPSAP557,696 shares · 0.6% of their software · price +$12.2M$57.5M−$32.4M
- The Trade DeskTTD1,281,752 shares · 0.6% of their software · price −$19.1M$57.5M+$24.3M
- VertexVERX3,914,467 shares · 0.6% of their software · price +$3.3M$56.8M+$3.8M
- Simulations PlusSLP1,520,778 shares · 0.6% of their software · price −$18.2M$55.6M−$799K
- OktaOKTA788,774 shares · 0.6% of their software · price +$9.0M$53.9M−$13.2M
- TrimbleTRMB853,818 shares · 0.4% of their software · price −$3.2M$43.1M−$2.2M
- ProcorePCOR879,812 shares · 0.4% of their software · price −$2.0M$41.5M−$1.6M
- PaylocityPCTY210,456 shares · 0.4% of their software · price −$10.0M$40.9M+$23.1M
- AtlassianTEAM315,670 shares · 0.4% of their software · price −$25.9M$40.7MNew · +$66.5M
- AutodeskADSK207,956 shares · 0.4% of their software$39.0M+$7.2M
- Ribbon Communications Inc.RBBN13,538,693 shares · 0.4% of their software · price +$7.7M$37.8MFlat
- CoStarCSGP473,854 shares · 0.4% of their software · price +$3.6M$36.6M−$95.9M
- Gen DigitalGEN1,644,603 shares · 0.4% of their software · price +$2.1M$35.2M−$1.2M
- DescartesDSGX499,996 shares · 0.4% of their software · price +$3.1M$34.8MFlat
- ZscalerZS292,294 shares · 0.3% of their software · price −$15.3M$32.7M−$10.5M
- Adeia Inc.ADEA3,219,470 shares · 0.3% of their software · price +$10.8M$30.5M—
- BoxBOX938,550 shares · 0.3% of their software · price +$6.3M$29.2M−$9.0M
- WixWIX350,552 shares · 0.3% of their software$26.9M+$8.4M
- ZoomInfoZI856,956 shares · 0.3% of their software$25.8M—
- N-ableNABL2,479,732 shares · 0.3% of their software · price +$2.6M$25.5MFlat
- VeevaVEEV155,291 shares · 0.3% of their software · price −$544K$25.2M−$25.3M
- Bentley SystemsBSY608,235 shares · 0.2% of their software · price +$3.9M$22.5M+$4.5M
- DoubleVerifyDV1,001,807 shares · 0.2% of their software · price −$5.4M$22.0M+$3.2M
- Xperi Inc.XPER2,499,719 shares · 0.2% of their software · price −$43.5M$21.5M+$36.5M
- CertaraCERT1,339,633 shares · 0.2% of their software · price +$3.7M$21.5MFlat
- Check PointCHKP169,068 shares · 0.2% of their software · price +$2.4M$21.3M−$1.1M
- PagSeguro Digital Ltd.PAGS2,450,844 shares · 0.2% of their software · price −$11.0M$21.3M+$4.3M
- Radware Ltd.RDWR1,057,852 shares · 0.2% of their software · price −$2.2M$20.9MFlat
- DynatraceDT517,686 shares · 0.2% of their software · price +$1.8M$19.8M−$4.5M
- MongoDBMDB99,719 shares · 0.2% of their software$19.7M−$22.4M
- OneSpan Inc.OSPN1,514,629 shares · 0.2% of their software · price +$3.9M$16.9MFlat
- SynopsysSNPS52,082 shares · 0.2% of their software · price +$718K$16.6M+$8.9M
- VaronisVRNS622,213 shares · 0.2% of their software · price −$1.6M$14.9MNew · +$16.5M
- NICENICE75,817 shares · 0.2% of their software$14.6MFlat
- Repay Holdings CorporationRPAY1,803,845 shares · 0.1% of their software · price +$1.8M$14.5MFlat
- Cognyte Software Ltd.CGNT4,379,165 shares · 0.1% of their software · price −$4.1M$13.6M+$1.3M
- Sprout SocialSPT205,127 shares · 0.1% of their software · price −$866K$11.6M+$747K
- ShopifySHOP301,404 shares · 0.1% of their software · price +$2.3M$10.5M−$1.6M
- FlywireFLYW382,228 shares · 0.1% of their software · price +$577K$9.4M+$5.0M
- Zeta GlobalZETA1,113,382 shares · 0.1% of their software · price +$1.7M$9.1MFlat
- Calix, Inc.CALX112,855 shares · 0.1% of their software · price +$823K$7.7M−$1.3M
- Five9FIVN113,087 shares · 0.1% of their software · price −$805K$7.7M+$2.9M
- GitLabGTLB112,327 shares · 0.1% of their software · price −$649K$5.1M−$998K
- PhreesiaPHR109,781 shares · 0.0% of their software · price +$755K$3.6M−$552K
- DocuSignDOCU60,991 shares · 0.0% of their software$3.4M+$2.4M
- Block, Inc.XYZ50,291 shares · 0.0% of their software$3.2MFlat
- CloudflareNET66,350 shares · 0.0% of their software · price −$670K$3.0M−$755K
- FactSetFDS6,444 shares · 0.0% of their software$2.6MFlat
- DropboxDBX113,651 shares · 0.0% of their software$2.5MFlat
- OpenTextOTEX78,890 shares · 0.0% of their software$2.3M−$836K
- MorningstarMORN8,221 shares · 0.0% of their software$1.8MFlat
- SS&CSSNC30,513 shares · 0.0% of their software$1.6MFlat
- NetApp, Inc.NTAP22,476 shares · 0.0% of their software$1.3MFlat
- VeriSign, Inc.VRSN6,187 shares · 0.0% of their software$1.3MFlat
- BroadridgeBR9,216 shares · 0.0% of their software$1.2MFlat
- PaycomPAYC3,981 shares · 0.0% of their software$1.2MFlat
- TwilioTWLO24,954 shares · 0.0% of their software · price −$504K$1.2MFlat
- Telos CorporationTLS234,881 shares · 0.0% of their software · price −$893K$1.2M−$1.4M
- BlackLineBL15,910 shares · 0.0% of their software$1.1MFlat
- F5, Inc.FFIV7,409 shares · 0.0% of their software$1.1MFlat
- PTCPTC8,077 shares · 0.0% of their software$970KFlat
- nCinoNCNO29,316 shares · 0.0% of their software$775KFlat
- Grab Holdings LimitedGRAB204,277 shares · 0.0% of their software$658KFlat
- Shift4 Payments, Inc.FOUR10,910 shares · 0.0% of their software$610KFlat
- ZoomZM7,903 shares · 0.0% of their software$535KFlat
- AkamaiAKAM6,326 shares · 0.0% of their software$533KFlat
- ToastTOST28,529 shares · 0.0% of their software$514KNew · Flat
- Cerence Inc.CRNC21,261 shares · 0.0% of their software$394K−$9.2M
- ElasticESTC7,288 shares · 0.0% of their software$375KFlat
- NutanixNTNX13,729 shares · 0.0% of their software$358KNew · Flat
- PalantirPLTR49,056 shares · 0.0% of their software$315KNew · Flat
- Daily Journal CorporationDJCO1,000 shares · 0.0% of their software$251KFlat
- Euronet Worldwide, Inc.EEFT2,454 shares · 0.0% of their software$232KNew · Flat
- TeradataTDC6,845 shares · 0.0% of their software$230KFlat
- LightspeedLSPD13,268 shares · 0.0% of their software$189KFlat
- UiPathPATH14,781 shares · 0.0% of their software$188KNew · Flat
- Alight, Inc.ALIT20,000 shares · 0.0% of their software$167KNew · Flat
- YextYEXT21,029 shares · 0.0% of their software$137KFlat
- BlackBerry LimitedBB31,385 shares · 0.0% of their software$102KFlat