Generalist · New York, NY
Neuberger Berman Group
Q3 2023 · compared with Q2 2023
Filed as Neuberger Berman Group LLC
- Software
- $12.6B
- Weight of 13F
- 11.5%
- Names
- 114
- Net bought
- +$725M
Filed 14 November 2023 · SEC filing.
1,781 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
- MicrosoftMSFT12,432,210 shares · 31.0% of their software · price −$308M$3.9B+$174M
- OracleORCL6,544,359 shares · 5.5% of their software · price −$86.2M$694M+$36.9M
- ServiceNowNOW918,918 shares · 4.1% of their software · price −$2.8M$513M+$40.9M
- IntuitINTU985,031 shares · 4.0% of their software · price +$52.0M$503M+$10.7M
- SalesforceCRM2,210,033 shares · 3.5% of their software · price −$18.7M$448M+$65.1M
- VeriskVRSK1,866,893 shares · 3.5% of their software · price +$19.1M$441M−$40.5M
- AdobeADBE817,581 shares · 3.3% of their software · price +$17.1M$417M+$58.6M
- Manhattan AssociatesMANH2,066,893 shares · 3.2% of their software · price −$4.6M$409M−$42.5M
- Fair IsaacFICO416,955 shares · 2.9% of their software · price +$24.7M$362M−$21.7M
- SPS CommerceSPSC1,804,333 shares · 2.4% of their software · price −$38.7M$308MFlat
- QualysQLYS1,956,154 shares · 2.4% of their software · price +$45.7M$298MFlat
- Fiserv, Inc.FISV2,634,253 shares · 2.4% of their software · price −$34.7M$298M−$75.5M
- Palo Alto NetworksPANW1,200,150 shares · 2.2% of their software · price −$25.3M$282M+$30.2M
- CadenceCDNS1,037,647 shares · 1.9% of their software$243M+$68.2M
- HubSpotHUBS419,424 shares · 1.6% of their software · price −$16.6M$206M+$79.6M
- Uber Technologies, Inc.UBER4,273,269 shares · 1.6% of their software · price +$12.1M$197M+$25.7M
- WorkdayWDAY891,431 shares · 1.5% of their software · price −$9.8M$191M+$11.3M
- Roper Technologies, Inc.ROP378,841 shares · 1.5% of their software · price +$1.3M$183MFlat
- ShopifySHOP2,840,581 shares · 1.2% of their software · price −$28.5M$154M+$86.3M
- Tyler TechnologiesTYL391,589 shares · 1.2% of their software · price −$11.9M$151MFlat
- NetScout Systems, Inc.NTCT5,116,070 shares · 1.1% of their software · price −$15.0M$143MFlat
- WEX Inc.WEX668,577 shares · 1.0% of their software · price +$4.0M$126M−$4.1M
- FortinetFTNT2,124,712 shares · 1.0% of their software · price −$35.9M$125M+$51.0M
- CommvaultCVLT1,548,270 shares · 0.8% of their software · price −$7.8M$105M+$13.4M
- GoDaddyGDDY1,378,200 shares · 0.8% of their software · price −$896K$103M−$10.3M
- VertexVERX3,968,814 shares · 0.7% of their software · price +$14.3M$91.7M+$4.6M
- Shift4 Payments, Inc.FOUR1,312,862 shares · 0.6% of their software · price −$16.5M$72.7M+$17.1M
- OktaOKTA853,323 shares · 0.6% of their software · price +$10.4M$69.6M−$6.5M
- Ribbon Communications Inc.RBBN18,885,772 shares · 0.5% of their software · price −$2.1M$66.1M+$3.8M
- ZscalerZS416,002 shares · 0.5% of their software · price +$3.9M$64.7M+$22.5M
- MongoDBMDB185,891 shares · 0.5% of their software · price −$12.1M$64.3M+$32.8M
- CrowdStrikeCRWD374,825 shares · 0.5% of their software · price +$7.7M$62.7M+$19.2M
- DatadogDDOG652,428 shares · 0.5% of their software · price −$4.8M$59.4M+$20.2M
- Amdocs LimitedDOX701,254 shares · 0.5% of their software · price −$10.1M$59.2M+$2.5M
- PalantirPLTR3,695,098 shares · 0.5% of their software · price +$2.5M$59.1M+$56.3M
- Simulations PlusSLP1,335,365 shares · 0.4% of their software · price −$2.2M$55.7MFlat
- Automatic Data Processing, Inc.ADP227,452 shares · 0.4% of their software · price +$4.7M$54.7MFlat
- UnityU1,693,496 shares · 0.4% of their software · price −$20.4M$53.2MFlat
- SAPSAP403,424 shares · 0.4% of their software · price −$3.0M$52.2MFlat
- Paychex, Inc.PAYX451,541 shares · 0.4% of their software · price +$1.6M$52.1MFlat
- ProcorePCOR773,918 shares · 0.4% of their software$50.6M+$3.8M
- AutodeskADSK221,394 shares · 0.4% of their software · price +$509K$45.8M+$1.2M
- AtlassianTEAM225,950 shares · 0.4% of their software · price +$7.6M$45.5M−$8.4M
- TrimbleTRMB797,213 shares · 0.3% of their software · price +$733K$42.9M−$2.4M
- Gen DigitalGEN2,289,007 shares · 0.3% of their software · price −$2.0M$40.5MFlat
- WixWIX414,732 shares · 0.3% of their software · price +$5.6M$38.1M+$617K
- The Trade DeskTTD472,688 shares · 0.3% of their software$36.9M−$16.8M
- Adeia Inc.ADEA3,308,950 shares · 0.3% of their software · price −$1.1M$35.3MFlat
- VeevaVEEV155,104 shares · 0.2% of their software · price +$887K$31.6M+$18.7M
- DescartesDSGX427,067 shares · 0.2% of their software · price −$2.9M$31.3M−$7.2M
- Xperi Inc.XPER2,695,158 shares · 0.2% of their software · price −$8.9M$26.5MFlat
- BILLBILL228,830 shares · 0.2% of their software · price −$1.9M$24.8M+$8.6M
- Cognyte Software Ltd.CGNT5,110,230 shares · 0.2% of their software · price −$6.5M$24.5MFlat
- N-ableNABL1,810,747 shares · 0.2% of their software · price −$2.7M$23.4M−$9.7M
- BoxBOX948,897 shares · 0.2% of their software · price −$4.9M$23.0MFlat
- VaronisVRNS748,944 shares · 0.2% of their software · price +$2.9M$22.9MFlat
- DynatraceDT451,198 shares · 0.2% of their software · price −$2.1M$21.1M−$694K
- CoStarCSGP269,447 shares · 0.2% of their software · price −$3.3M$20.7M+$4.7M
- Bentley SystemsBSY411,064 shares · 0.2% of their software · price −$1.7M$20.6M−$1.1M
- Radware Ltd.RDWR1,112,927 shares · 0.1% of their software · price −$2.7M$18.8MFlat
- PaylocityPCTY102,878 shares · 0.1% of their software$18.7M+$18.4M
- SnowflakeSNOW117,880 shares · 0.1% of their software · price −$2.7M$18.0M−$1.2M
- SynopsysSNPS37,303 shares · 0.1% of their software · price +$879K$17.1M+$2.5M
- OneSpan Inc.OSPN1,587,709 shares · 0.1% of their software · price −$6.5M$17.1MFlat
- DoubleVerifyDV564,963 shares · 0.1% of their software · price −$6.2M$15.8M+$5.9M
- Repay Holdings CorporationRPAY1,807,420 shares · 0.1% of their software$13.7MFlat
- NICENICE76,499 shares · 0.1% of their software · price −$2.8M$13.0MFlat
- Zeta GlobalZETA1,548,587 shares · 0.1% of their software$12.9M+$3.0M
- ZoomInfoZI770,849 shares · 0.1% of their software$12.6M—
- Check PointCHKP87,789 shares · 0.1% of their software · price +$672K$11.7M−$3.8M
- PagSeguro Digital Ltd.PAGS1,317,703 shares · 0.1% of their software · price −$1.1M$11.3M−$6.3M
- FlywireFLYW317,275 shares · 0.1% of their software$10.1M+$1.1M
- TwilioTWLO139,377 shares · 0.1% of their software · price −$709K$8.2M−$1.2M
- Intapp, Inc.INTA233,924 shares · 0.1% of their software · price −$2.0M$7.8M−$2.1M
- PaycomPAYC29,015 shares · 0.1% of their software · price −$1.8M$7.5M−$501K
- Calix, Inc.CALX130,518 shares · 0.0% of their software · price −$531K$6.0M−$7.5M
- Block, Inc.XYZ88,780 shares · 0.0% of their software · price −$2.0M$3.9M+$3.0M
- GitLabGTLB84,377 shares · 0.0% of their software$3.8M−$1.1M
- NetApp, Inc.NTAP46,685 shares · 0.0% of their software$3.5M+$1.9M
- ZoomZM47,663 shares · 0.0% of their software$3.3MFlat
- Sprout SocialSPT66,684 shares · 0.0% of their software$3.3M−$1.6M
- MorningstarMORN12,586 shares · 0.0% of their software$2.9MFlat
- FactSetFDS6,392 shares · 0.0% of their software$2.8MFlat
- OpenTextOTEX72,133 shares · 0.0% of their software$2.5M−$691K
- DropboxDBX79,062 shares · 0.0% of their software$2.2MFlat
- KlaviyoKVYO57,783 shares · 0.0% of their software$2.0MNew · +$2.0M
- SchrödingerSDGR67,576 shares · 0.0% of their software · price −$1.5M$1.9M+$1.8M
- VeriSign, Inc.VRSN9,384 shares · 0.0% of their software$1.9M+$566K
- BlackLineBL29,799 shares · 0.0% of their software$1.7M+$700K
- nCinoNCNO51,687 shares · 0.0% of their software$1.6MFlat
- DocuSignDOCU38,258 shares · 0.0% of their software$1.6MFlat
- BroadridgeBR8,584 shares · 0.0% of their software$1.5MFlat
- SS&CSSNC28,253 shares · 0.0% of their software$1.5MFlat
- PTCPTC7,728 shares · 0.0% of their software$1.1MFlat
- FastlyFSLY52,252 shares · 0.0% of their software$1.0MNew · +$824K
- ToastTOST47,504 shares · 0.0% of their software$890KFlat
- Grab Holdings LimitedGRAB205,223 shares · 0.0% of their software$726KFlat
- AkamaiAKAM6,365 shares · 0.0% of their software$678KFlat
- CloudflareNET9,336 shares · 0.0% of their software$589KFlat
- Telos CorporationTLS207,931 shares · 0.0% of their software$497KFlat
- F5, Inc.FFIV2,536 shares · 0.0% of their software$409KFlat
- Cerence Inc.CRNC17,695 shares · 0.0% of their software$360KFlat
- TeradataTDC7,054 shares · 0.0% of their software$318KFlat
- Daily Journal CorporationDJCO1,000 shares · 0.0% of their software$294KFlat
- InterDigital, Inc.IDCC3,253 shares · 0.0% of their software$261KFlat
- UiPathPATH14,547 shares · 0.0% of their software$249KFlat
- WorkivaWK2,328 shares · 0.0% of their software$236KFlat
- ElasticESTC2,874 shares · 0.0% of their software$233KFlat
- Rapid7RPD5,081 shares · 0.0% of their software$233KFlat
- Five9FIVN3,576 shares · 0.0% of their software$230KFlat
- CCC Intelligent Solutions Holdings Inc.CCC16,865 shares · 0.0% of their software$225KNew · Flat
- monday.comMNDY1,353 shares · 0.0% of their software$215KNew · Flat
- Alight, Inc.ALIT23,974 shares · 0.0% of their software$170KFlat
- YextYEXT24,233 shares · 0.0% of their software$153KFlat