Generalist · New York, NY
Neuberger Berman Group
Q2 2023 · compared with Q1 2023
Filed as Neuberger Berman Group LLC
- Software
- $12.5B
- Weight of 13F
- 11.1%
- Names
- 113
- Net bought
- −$287M
Filed 11 August 2023 · SEC filing.
1,777 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
- MicrosoftMSFT11,920,142 shares · 32.6% of their software · price +$623M$4.1B+$63.5M
- OracleORCL6,234,649 shares · 5.9% of their software · price +$163M$741M−$70.5M
- ServiceNowNOW846,215 shares · 3.8% of their software · price +$82.3M$471M−$31.7M
- VeriskVRSK2,046,049 shares · 3.7% of their software · price +$69.9M$462M−$17.5M
- Manhattan AssociatesMANH2,279,322 shares · 3.7% of their software · price +$103M$456M−$26.5M
- IntuitINTU961,752 shares · 3.5% of their software · price +$11.9M$441M+$51.8M
- Fiserv, Inc.FISV3,232,744 shares · 3.3% of their software · price +$42.4M$408M+$78.7M
- SalesforceCRM1,902,098 shares · 3.2% of their software · price +$21.8M$401M+$9.0M
- Fair IsaacFICO443,742 shares · 2.9% of their software · price +$47.3M$359M−$21.9M
- SPS CommerceSPSC1,809,921 shares · 2.8% of their software · price +$72.0M$348M−$29.9M
- AdobeADBE697,802 shares · 2.7% of their software · price +$72.3M$341M−$35.5M
- Palo Alto NetworksPANW1,081,835 shares · 2.2% of their software · price +$60.3M$275M−$21.4M
- QualysQLYS1,960,291 shares · 2.0% of their software · price −$1.7M$253M−$6.8M
- WorkdayWDAY841,299 shares · 1.5% of their software · price +$16.3M$190M−$84.8M
- Roper Technologies, Inc.ROP379,170 shares · 1.5% of their software · price +$15.2M$182MFlat
- CadenceCDNS746,819 shares · 1.4% of their software · price +$18.2M$173M−$24.1M
- Tyler TechnologiesTYL392,631 shares · 1.3% of their software · price +$24.3M$164M−$3.2M
- NetScout Systems, Inc.NTCT5,135,607 shares · 1.3% of their software · price +$11.8M$159M−$5.2M
- Uber Technologies, Inc.UBER3,678,896 shares · 1.3% of their software · price +$42.2M$158M+$4.1M
- HubSpotHUBS269,847 shares · 1.1% of their software · price +$27.9M$140M−$5.4M
- WEX Inc.WEX691,327 shares · 1.0% of their software · price −$1.3M$126M−$12.2M
- GoDaddyGDDY1,515,363 shares · 0.9% of their software · price −$3.9M$114M−$4.2M
- FortinetFTNT1,449,633 shares · 0.9% of their software · price +$13.2M$109M−$11.7M
- CommvaultCVLT1,363,924 shares · 0.8% of their software · price +$21.7M$99.0M−$2.4M
- ShopifySHOP1,503,923 shares · 0.8% of their software · price +$25.1M$96.1M+$57.0M
- UnityU1,702,908 shares · 0.6% of their software · price +$18.7M$73.9M−$14.1M
- VertexVERX3,732,072 shares · 0.6% of their software · price −$4.4M$72.8M−$2.4M
- Shift4 Payments, Inc.FOUR1,060,741 shares · 0.6% of their software · price −$8.4M$72.0M+$79.5M
- Amdocs LimitedDOX675,747 shares · 0.5% of their software · price +$1.9M$66.8M−$1.2M
- OktaOKTA947,153 shares · 0.5% of their software · price −$16.0M$65.7M+$27.9M
- Ribbon Communications Inc.RBBN17,514,024 shares · 0.5% of their software · price −$11.0M$63.7M+$6.4M
- Simulations PlusSLP1,340,267 shares · 0.5% of their software · price −$818K$58.1M−$1.8M
- SAPSAP402,605 shares · 0.4% of their software · price +$4.1M$55.1M−$1.1M
- The Trade DeskTTD690,549 shares · 0.4% of their software · price +$11.3M$53.3M−$6.8M
- Paychex, Inc.PAYX455,936 shares · 0.4% of their software · price −$1.2M$51.0M−$24.8M
- Automatic Data Processing, Inc.ADP228,049 shares · 0.4% of their software · price −$648K$50.1M−$744K
- ProcorePCOR715,701 shares · 0.4% of their software · price +$1.7M$46.6M−$4.4M
- AtlassianTEAM276,262 shares · 0.4% of their software · price −$928K$46.3M−$1.6M
- TrimbleTRMB843,355 shares · 0.4% of their software$44.6MFlat
- AutodeskADSK215,773 shares · 0.4% of their software · price −$766K$44.3MFlat
- DatadogDDOG447,076 shares · 0.4% of their software · price +$11.5M$44.0M−$48.0M
- MongoDBMDB105,975 shares · 0.3% of their software · price +$18.8M$43.4M−$7.3M
- Gen DigitalGEN2,265,948 shares · 0.3% of their software · price +$3.1M$42.0M−$606K
- DescartesDSGX516,419 shares · 0.3% of their software$41.4M+$1.1M
- ZscalerZS262,471 shares · 0.3% of their software · price +$7.7M$38.4M−$1.5M
- Adeia Inc.ADEA3,266,921 shares · 0.3% of their software · price +$7.0M$35.9MFlat
- CrowdStrikeCRWD244,039 shares · 0.3% of their software · price +$2.3M$35.8M−$6.8M
- N-ableNABL2,480,861 shares · 0.3% of their software · price +$3.0M$35.7MFlat
- Xperi Inc.XPER2,663,350 shares · 0.3% of their software · price +$5.9M$35.0MFlat
- WixWIX406,851 shares · 0.3% of their software · price −$8.8M$31.8M+$5.2M
- Cognyte Software Ltd.CGNT5,052,217 shares · 0.2% of their software · price +$13.6M$30.8M+$1.7M
- BoxBOX952,258 shares · 0.2% of their software · price +$2.5M$28.0MFlat
- DynatraceDT464,677 shares · 0.2% of their software · price +$4.3M$23.9M−$1.8M
- ZoomInfoZI930,851 shares · 0.2% of their software$23.7M—
- OneSpan Inc.OSPN1,585,458 shares · 0.2% of their software · price −$4.2M$23.5MFlat
- Bentley SystemsBSY431,839 shares · 0.2% of their software · price +$4.9M$23.2M−$1.3M
- SnowflakeSNOW124,581 shares · 0.2% of their software · price +$2.7M$22.1M−$50.7M
- Radware Ltd.RDWR1,104,762 shares · 0.2% of their software · price −$2.4M$21.4MFlat
- VaronisVRNS738,331 shares · 0.2% of their software$19.7M+$2.3M
- CoStarCSGP216,741 shares · 0.2% of their software · price +$4.4M$19.3MFlat
- PagSeguro Digital Ltd.PAGS1,985,593 shares · 0.1% of their software · price +$1.7M$18.6M−$2.3M
- BILLBILL155,202 shares · 0.1% of their software · price +$5.5M$18.1M−$3.9M
- DoubleVerifyDV412,250 shares · 0.1% of their software · price +$3.6M$15.9M−$6.6M
- NICENICE75,432 shares · 0.1% of their software · price −$1.7M$15.6MFlat
- Check PointCHKP118,099 shares · 0.1% of their software · price −$517K$14.9MFlat
- Repay Holdings CorporationRPAY1,796,830 shares · 0.1% of their software · price +$2.3M$14.1M+$645K
- Calix, Inc.CALX281,119 shares · 0.1% of their software · price −$1.0M$14.0M−$48.4M
- SynopsysSNPS31,592 shares · 0.1% of their software · price +$1.6M$13.8M+$3.9M
- Intapp, Inc.INTA284,395 shares · 0.1% of their software · price −$833K$11.9M+$9.5M
- VeevaVEEV60,747 shares · 0.1% of their software · price +$847K$11.9M−$17.3M
- Zeta GlobalZETA1,195,336 shares · 0.1% of their software · price −$2.7M$10.2M+$970K
- TwilioTWLO158,482 shares · 0.1% of their software$10.1M+$8.9M
- PaycomPAYC30,574 shares · 0.1% of their software · price +$527K$9.8MFlat
- FlywireFLYW282,084 shares · 0.1% of their software$8.8M+$1.9M
- GitLabGTLB105,442 shares · 0.0% of their software · price +$1.8M$5.4M−$604K
- i3 Verticals, Inc.IIIV221,134 shares · 0.0% of their software$5.1M+$1.2M
- PhreesiaPHR154,637 shares · 0.0% of their software$4.8M+$1.3M
- Sprout SocialSPT100,485 shares · 0.0% of their software · price −$1.5M$4.6M−$2.7M
- OpenTextOTEX88,772 shares · 0.0% of their software$3.7M+$2.1M
- ZoomZM47,494 shares · 0.0% of their software$3.2M+$2.9M
- Block, Inc.XYZ43,988 shares · 0.0% of their software$2.9MFlat
- FactSetFDS6,305 shares · 0.0% of their software$2.5MFlat
- MorningstarMORN12,272 shares · 0.0% of their software$2.4M+$778K
- DropboxDBX89,911 shares · 0.0% of their software$2.4MFlat
- DocuSignDOCU39,858 shares · 0.0% of their software$2.0M−$778K
- SS&CSSNC28,121 shares · 0.0% of their software$1.7MFlat
- NetApp, Inc.NTAP21,638 shares · 0.0% of their software$1.7MFlat
- VeriSign, Inc.VRSN6,879 shares · 0.0% of their software$1.6MFlat
- SchrödingerSDGR31,019 shares · 0.0% of their software · price +$732K$1.5MNew · +$817K
- nCinoNCNO50,364 shares · 0.0% of their software$1.5MFlat
- BroadridgeBR8,544 shares · 0.0% of their software$1.4MFlat
- PTCPTC7,649 shares · 0.0% of their software$1.1MFlat
- ToastTOST46,672 shares · 0.0% of their software$1.1MNew · +$828K
- BlackLineBL16,799 shares · 0.0% of their software$904KFlat
- Grab Holdings LimitedGRAB204,277 shares · 0.0% of their software$701KFlat
- F5, Inc.FFIV4,466 shares · 0.0% of their software$653KFlat
- CloudflareNET9,439 shares · 0.0% of their software$617KFlat
- PaylocityPCTY3,267 shares · 0.0% of their software$603K−$27.7M
- AkamaiAKAM6,457 shares · 0.0% of their software$580KFlat
- Telos CorporationTLS209,831 shares · 0.0% of their software$537KFlat
- Cerence Inc.CRNC18,121 shares · 0.0% of their software$530KFlat
- PalantirPLTR24,824 shares · 0.0% of their software$381KFlat
- TeradataTDC7,002 shares · 0.0% of their software$374KFlat
- ElasticESTC5,283 shares · 0.0% of their software$339KNew · Flat
- Euronet Worldwide, Inc.EEFT2,709 shares · 0.0% of their software$318KFlat
- Five9FIVN3,759 shares · 0.0% of their software$310K−$5.4M
- Daily Journal CorporationDJCO1,000 shares · 0.0% of their software$289KFlat
- InterDigital, Inc.IDCC2,965 shares · 0.0% of their software$286KFlat
- UiPathPATH15,942 shares · 0.0% of their software$264KFlat
- YextYEXT23,080 shares · 0.0% of their software$261KFlat
- WorkivaWK2,371 shares · 0.0% of their software$241KFlat
- Alight, Inc.ALIT24,519 shares · 0.0% of their software$227KFlat
- Rapid7RPD4,651 shares · 0.0% of their software$211KFlat