Generalist · New York, NY
Neuberger Berman Group
Q4 2023 · compared with Q3 2023
Filed as Neuberger Berman Group LLC
- Software
- $13.4B
- Weight of 13F
- 11.7%
- Names
- 116
- Net bought
- −$1.3B
Filed 9 February 2024 · SEC filing.
1,840 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
- MicrosoftMSFT11,943,887 shares · 33.6% of their software · price +$720M$4.5B−$154M
- IntuitINTU975,524 shares · 4.6% of their software · price +$111M$610MFlat
- OracleORCL5,472,912 shares · 4.3% of their software · price −$2.7M$577M−$113M
- AdobeADBE811,547 shares · 3.6% of their software · price +$70.4M$484MFlat
- SalesforceCRM1,806,039 shares · 3.6% of their software · price +$109M$475M−$81.9M
- ServiceNowNOW653,349 shares · 3.5% of their software · price +$96.4M$462M−$148M
- Fair IsaacFICO392,290 shares · 3.4% of their software · price +$116M$457M−$21.4M
- VeriskVRSK1,781,843 shares · 3.2% of their software · price +$4.7M$426M−$20.1M
- Manhattan AssociatesMANH1,895,128 shares · 3.1% of their software · price +$33.5M$408M−$34.0M
- QualysQLYS1,938,573 shares · 2.8% of their software · price +$84.8M$381MFlat
- Fiserv, Inc.FISV2,680,602 shares · 2.7% of their software · price +$53.3M$356M+$5.2M
- SPS CommerceSPSC1,799,191 shares · 2.6% of their software · price +$41.8M$349MFlat
- Uber Technologies, Inc.UBER4,087,673 shares · 1.9% of their software · price +$63.7M$252M−$8.5M
- WorkdayWDAY834,942 shares · 1.7% of their software · price +$51.1M$230M−$12.1M
- Roper Technologies, Inc.ROP383,382 shares · 1.6% of their software · price +$23.3M$209M+$2.2M
- Palo Alto NetworksPANW670,869 shares · 1.5% of their software · price +$40.5M$198M−$124M
- CadenceCDNS632,447 shares · 1.3% of their software · price +$24.1M$172M−$94.9M
- Tyler TechnologiesTYL389,940 shares · 1.2% of their software · price +$12.5M$163MFlat
- AtlassianTEAM592,824 shares · 1.1% of their software · price +$21.5M$141M+$73.9M
- GoDaddyGDDY1,308,287 shares · 1.0% of their software · price +$41.4M$139M−$5.2M
- WEX Inc.WEX640,140 shares · 0.9% of their software · price +$4.1M$125M−$5.3M
- CommvaultCVLT1,530,790 shares · 0.9% of their software · price +$18.7M$122M−$1.2M
- CrowdStrikeCRWD401,842 shares · 0.8% of their software · price +$35.3M$103M+$4.5M
- HubSpotHUBS174,384 shares · 0.8% of their software · price +$15.4M$101M−$121M
- VertexVERX3,669,050 shares · 0.7% of their software · price +$14.1M$98.8M−$6.9M
- Shift4 Payments, Inc.FOUR1,275,456 shares · 0.7% of their software · price +$24.2M$94.8M−$2.1M
- OktaOKTA965,519 shares · 0.7% of their software · price +$8.7M$87.4M+$9.1M
- MongoDBMDB210,734 shares · 0.6% of their software · price +$13.3M$86.2M+$8.6M
- Ribbon Communications Inc.RBBN18,438,832 shares · 0.5% of their software · price +$4.1M$70.3M−$1.2M
- UnityU1,659,797 shares · 0.5% of their software · price +$15.8M$67.9M−$1.1M
- Amdocs LimitedDOX690,602 shares · 0.5% of their software · price +$2.3M$60.7M−$900K
- Simulations PlusSLP1,320,723 shares · 0.4% of their software · price +$4.0M$59.1M−$611K
- DatadogDDOG478,216 shares · 0.4% of their software · price +$14.5M$58.0M−$15.9M
- Automatic Data Processing, Inc.ADP241,106 shares · 0.4% of their software · price −$1.8M$56.2M+$3.3M
- ZscalerZS252,240 shares · 0.4% of their software · price +$16.6M$55.9M−$25.5M
- SAPSAP359,957 shares · 0.4% of their software · price +$9.1M$55.6M−$5.6M
- Gen DigitalGEN2,289,981 shares · 0.4% of their software · price +$11.8M$52.3MFlat
- Paychex, Inc.PAYX437,280 shares · 0.4% of their software · price +$1.7M$52.1M−$1.6M
- ProcorePCOR737,493 shares · 0.4% of their software · price +$2.9M$51.0M−$2.4M
- WixWIX413,874 shares · 0.4% of their software · price +$12.9M$51.0MFlat
- AutodeskADSK201,342 shares · 0.4% of their software · price +$7.4M$49.0M−$4.1M
- The Trade DeskTTD639,502 shares · 0.3% of their software · price −$4.0M$46.0M+$13.0M
- NetScout Systems, Inc.NTCT1,961,215 shares · 0.3% of their software · price −$11.9M$43.0M−$88.4M
- TrimbleTRMB808,659 shares · 0.3% of their software · price −$534K$43.0M+$616K
- PalantirPLTR2,495,535 shares · 0.3% of their software · price +$2.9M$42.8M−$19.2M
- Adeia Inc.ADEA3,287,391 shares · 0.3% of their software · price +$5.6M$40.8MFlat
- ShopifySHOP514,303 shares · 0.3% of their software · price +$12.0M$40.1M−$127M
- DescartesDSGX452,258 shares · 0.3% of their software · price +$4.8M$38.0M+$1.8M
- VaronisVRNS743,108 shares · 0.3% of their software · price +$11.0M$33.7MFlat
- Cognyte Software Ltd.CGNT5,038,357 shares · 0.2% of their software · price +$8.2M$32.4MFlat
- Xperi Inc.XPER2,632,541 shares · 0.2% of their software · price +$3.1M$29.0M−$617K
- VeevaVEEV148,706 shares · 0.2% of their software · price −$1.6M$28.6M−$1.3M
- SynopsysSNPS50,805 shares · 0.2% of their software · price +$2.8M$26.2M+$6.2M
- BoxBOX945,954 shares · 0.2% of their software · price +$1.3M$24.2MFlat
- CoStarCSGP265,515 shares · 0.2% of their software · price +$2.8M$23.2MFlat
- SnowflakeSNOW111,004 shares · 0.2% of their software · price +$5.1M$22.1M−$1.1M
- DynatraceDT375,519 shares · 0.2% of their software · price +$3.0M$20.5M−$3.5M
- Check PointCHKP120,650 shares · 0.1% of their software · price +$2.4M$18.4M+$4.4M
- Radware Ltd.RDWR1,083,608 shares · 0.1% of their software$18.1MFlat
- Bentley SystemsBSY331,966 shares · 0.1% of their software · price +$671K$17.3M−$4.0M
- NICENICE84,680 shares · 0.1% of their software · price +$2.5M$16.9M+$1.4M
- PaylocityPCTY101,261 shares · 0.1% of their software · price −$1.7M$16.7MFlat
- OneSpan Inc.OSPN1,538,625 shares · 0.1% of their software$16.5M−$528K
- DoubleVerifyDV444,853 shares · 0.1% of their software · price +$3.9M$16.4M−$3.4M
- Repay Holdings CorporationRPAY1,680,269 shares · 0.1% of their software · price +$1.6M$14.3M−$965K
- Zeta GlobalZETA1,544,317 shares · 0.1% of their software · price +$726K$13.6MFlat
- FlywireFLYW541,430 shares · 0.1% of their software · price −$4.7M$12.5M+$7.1M
- BILLBILL136,793 shares · 0.1% of their software · price −$3.7M$11.2M−$10.0M
- FortinetFTNT186,159 shares · 0.1% of their software$10.9M−$114M
- ZoomInfoZI492,388 shares · 0.1% of their software$9.1M—
- Sprout SocialSPT124,886 shares · 0.1% of their software · price +$1.4M$7.7M+$2.9M
- Calix, Inc.CALX167,851 shares · 0.1% of their software$7.3M+$1.7M
- Intapp, Inc.INTA170,890 shares · 0.0% of their software · price +$769K$6.5M−$2.1M
- PaycomPAYC30,985 shares · 0.0% of their software · price −$1.6M$6.4M+$511K
- OpenTextOTEX143,881 shares · 0.0% of their software · price +$996K$6.1M+$2.5M
- GitLabGTLB87,976 shares · 0.0% of their software · price +$1.6M$5.5MFlat
- BroadridgeBR24,345 shares · 0.0% of their software · price +$650K$5.0M+$2.8M
- MorningstarMORN12,754 shares · 0.0% of their software · price +$663K$3.7MFlat
- NetApp, Inc.NTAP40,489 shares · 0.0% of their software$3.6MFlat
- ZoomZM48,186 shares · 0.0% of their software$3.5MFlat
- FactSetFDS6,461 shares · 0.0% of their software$3.1MFlat
- DocuSignDOCU46,751 shares · 0.0% of their software · price +$816K$2.8MFlat
- DropboxDBX87,046 shares · 0.0% of their software$2.6MFlat
- SchrödingerSDGR71,363 shares · 0.0% of their software · price +$537K$2.6MFlat
- Block, Inc.XYZ32,137 shares · 0.0% of their software · price +$1.1M$2.5M−$2.5M
- SS&CSSNC33,718 shares · 0.0% of their software$2.1MFlat
- FastlyFSLY114,708 shares · 0.0% of their software$2.0M+$1.2M
- Endava plcDAVA23,598 shares · 0.0% of their software$1.8MNew · +$1.4M
- VeriSign, Inc.VRSN8,688 shares · 0.0% of their software$1.8MFlat
- TwilioTWLO19,795 shares · 0.0% of their software$1.5M−$7.0M
- nCinoNCNO42,776 shares · 0.0% of their software$1.4MFlat
- PTCPTC7,930 shares · 0.0% of their software$1.4MFlat
- KlaviyoKVYO45,183 shares · 0.0% of their software$1.3MFlat
- BlackLineBL17,623 shares · 0.0% of their software$1.1M−$675K
- ToastTOST43,422 shares · 0.0% of their software$793KFlat
- CloudflareNET8,726 shares · 0.0% of their software$727KFlat
- AkamaiAKAM6,093 shares · 0.0% of their software$721KFlat
- Telos CorporationTLS184,475 shares · 0.0% of their software$673KFlat
- Grab Holdings LimitedGRAB188,215 shares · 0.0% of their software$634KFlat
- NutanixNTNX10,947 shares · 0.0% of their software$522KNew · Flat
- SentinelOneS19,014 shares · 0.0% of their software$522KNew · Flat
- UiPathPATH20,133 shares · 0.0% of their software$500KFlat
- F5, Inc.FFIV2,626 shares · 0.0% of their software$470KFlat
- Euronet Worldwide, Inc.EEFT4,229 shares · 0.0% of their software$429KNew · Flat
- InterDigital, Inc.IDCC3,347 shares · 0.0% of their software$363KFlat
- JFrogFROG9,778 shares · 0.0% of their software$338KNew · Flat
- TeradataTDC7,492 shares · 0.0% of their software$326KFlat
- ElasticESTC2,872 shares · 0.0% of their software$324KFlat
- CCC Intelligent Solutions Holdings Inc.CCC27,374 shares · 0.0% of their software$312KFlat
- GuidewireGWRE2,819 shares · 0.0% of their software$307KNew · Flat
- Rapid7RPD5,142 shares · 0.0% of their software$294KFlat
- Five9FIVN3,583 shares · 0.0% of their software$282KFlat
- monday.comMNDY1,363 shares · 0.0% of their software$256KFlat
- Alight, Inc.ALIT28,359 shares · 0.0% of their software$242KFlat
- WorkivaWK2,342 shares · 0.0% of their software$238KFlat
- YextYEXT22,494 shares · 0.0% of their software$132KFlat