Generalist · New York, NY
Neuberger Berman Group
Q3 2024 · compared with Q2 2024
Filed as Neuberger Berman Group LLC
- Software
- $14.4B
- Weight of 13F
- 11.2%
- Names
- 118
- Net bought
- +$184M
Filed 14 November 2024 · SEC filing.
1,900 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
- MicrosoftMSFT11,933,932 shares · 35.7% of their software · price −$199M$5.1BFlat
- OracleORCL4,541,806 shares · 5.4% of their software · price +$133M$774M−$98.1M
- IntuitINTU943,553 shares · 4.1% of their software · price −$34.2M$586M−$7.6M
- SalesforceCRM1,767,823 shares · 3.4% of their software · price +$29.4M$484M−$62.5M
- Fiserv, Inc.FISV2,646,002 shares · 3.3% of their software · price +$81.0M$475MFlat
- ServiceNowNOW523,151 shares · 3.2% of their software · price +$56.4M$468M−$34.9M
- Fair IsaacFICO240,523 shares · 3.2% of their software · price +$109M$467M−$40.5M
- Uber Technologies, Inc.UBER5,887,002 shares · 3.1% of their software · price +$14.6M$442M+$31.3M
- Manhattan AssociatesMANH1,564,085 shares · 3.1% of their software · price +$54.3M$440M−$19.3M
- VeriskVRSK1,597,018 shares · 3.0% of their software · price −$2.5M$428M−$7.2M
- SPS CommerceSPSC1,635,401 shares · 2.2% of their software · price +$9.8M$318M−$4.7M
- GoDaddyGDDY1,551,975 shares · 1.7% of their software · price +$26.5M$243M+$47.8M
- QualysQLYS1,849,763 shares · 1.6% of their software · price −$26.2M$238MFlat
- CommvaultCVLT1,465,410 shares · 1.6% of their software · price +$47.3M$225MFlat
- Tyler TechnologiesTYL381,244 shares · 1.5% of their software · price +$30.9M$223MFlat
- Roper Technologies, Inc.ROP387,077 shares · 1.5% of their software · price −$2.8M$215MFlat
- SynopsysSNPS416,586 shares · 1.5% of their software · price −$36.9M$211M+$56.9M
- WorkdayWDAY768,675 shares · 1.3% of their software · price +$16.0M$188M−$17.2M
- Palo Alto NetworksPANW512,851 shares · 1.2% of their software · price +$1.4M$175M−$10.0M
- CadenceCDNS573,602 shares · 1.1% of their software · price −$21.1M$155M+$11.8M
- WaystarWAY5,396,111 shares · 1.0% of their software · price +$34.5M$150M−$10.6M
- CrowdStrikeCRWD491,028 shares · 1.0% of their software · price −$50.4M$138M+$172M
- VertexVERX3,473,775 shares · 0.9% of their software · price +$8.5M$134MFlat
- DatadogDDOG1,078,150 shares · 0.9% of their software · price −$15.8M$124M+$12.9M
- Shift4 Payments, Inc.FOUR1,162,575 shares · 0.7% of their software · price +$17.7M$103M−$8.8M
- PalantirPLTR2,461,143 shares · 0.6% of their software · price +$29.2M$91.6M−$33.3M
- AdobeADBE176,817 shares · 0.6% of their software · price −$6.7M$91.6M−$61.0M
- WEX Inc.WEX405,318 shares · 0.6% of their software · price +$13.2M$85.0M−$10.7M
- The Trade DeskTTD718,194 shares · 0.5% of their software · price +$8.6M$78.7M+$10.9M
- SAPSAP342,370 shares · 0.5% of their software · price +$9.4M$78.4M−$10.1M
- Amdocs LimitedDOX873,001 shares · 0.5% of their software · price +$7.5M$76.4M+$6.2M
- Gen DigitalGEN2,520,619 shares · 0.5% of their software · price +$6.2M$69.1M+$1.0M
- Automatic Data Processing, Inc.ADP236,493 shares · 0.5% of their software · price +$9.0M$65.4M−$665K
- NICENICE373,733 shares · 0.5% of their software · price +$635K$64.9M+$25.2M
- OktaOKTA868,236 shares · 0.4% of their software · price −$16.7M$64.5M−$5.1M
- WixWIX359,113 shares · 0.4% of their software · price +$2.9M$60.0M+$3.1M
- Ribbon Communications Inc.RBBN18,538,406 shares · 0.4% of their software · price −$742K$56.5M+$2.5M
- Paychex, Inc.PAYX413,654 shares · 0.4% of their software · price +$6.5M$55.5MFlat
- ZscalerZS308,138 shares · 0.4% of their software · price −$6.5M$52.7M+$9.6M
- HubSpotHUBS96,842 shares · 0.4% of their software · price −$5.6M$51.5M+$11.7M
- NetApp, Inc.NTAP373,394 shares · 0.3% of their software · price −$2.0M$46.1M+$39.0M
- DescartesDSGX399,043 shares · 0.3% of their software · price +$2.4M$41.1M+$736K
- Adeia Inc.ADEA3,315,410 shares · 0.3% of their software · price +$2.4M$39.5M+$2.5M
- Strategy IncMSTR227,233 shares · 0.3% of their software · price −$275M$38.3M+$302M
- UnityU1,638,066 shares · 0.3% of their software · price +$10.4M$37.1M−$6.9M
- Cognyte Software Ltd.CGNT5,286,289 shares · 0.2% of their software · price −$4.5M$35.9M+$2.2M
- Zeta GlobalZETA1,169,867 shares · 0.2% of their software · price +$14.2M$34.9M−$5.3M
- Bentley SystemsBSY679,748 shares · 0.2% of their software · price +$986K$34.5M+$14.5M
- AppLovinAPP256,304 shares · 0.2% of their software · price +$12.1M$33.5M−$12.8M
- BoxBOX945,780 shares · 0.2% of their software · price +$5.9M$31.0M+$1.5M
- NutanixNTNX503,809 shares · 0.2% of their software · price +$1.2M$29.9M−$19.1M
- AutodeskADSK107,325 shares · 0.2% of their software · price +$3.0M$29.6M−$11.4M
- Block, Inc.XYZ414,138 shares · 0.2% of their software · price +$1.1M$27.8M−$1.6M
- OneSpan Inc.OSPN1,658,956 shares · 0.2% of their software · price +$6.4M$27.6M+$1.3M
- VaronisVRNS476,592 shares · 0.2% of their software · price +$4.1M$26.9M+$1.4M
- Radware Ltd.RDWR1,124,588 shares · 0.2% of their software · price +$4.5M$25.0M+$1.5M
- Alight, Inc.ALIT3,374,248 shares · 0.2% of their software$25.0M+$874K
- Xperi Inc.XPER2,659,046 shares · 0.2% of their software · price +$2.7M$24.6M+$1.6M
- MongoDBMDB84,683 shares · 0.2% of their software · price +$1.7M$22.9M−$32.2M
- UiPathPATH1,777,408 shares · 0.2% of their software$22.8M+$22.4M
- Check PointCHKP92,969 shares · 0.1% of their software · price +$2.6M$17.9M−$2.8M
- Repay Holdings CorporationRPAY1,983,572 shares · 0.1% of their software · price −$4.8M$16.2MFlat
- ShopifySHOP199,140 shares · 0.1% of their software · price +$2.8M$16.0M−$2.6M
- Q2QTWO191,859 shares · 0.1% of their software · price +$3.7M$15.3MFlat
- SentinelOneS458,518 shares · 0.1% of their software · price +$1.3M$11.0M−$5.3M
- PTCPTC50,352 shares · 0.1% of their software$9.1M+$7.6M
- AtlassianTEAM51,162 shares · 0.1% of their software · price −$924K$8.1M+$2.3M
- PhreesiaPHR307,864 shares · 0.0% of their software$7.0M+$1.7M
- ProcorePCOR102,260 shares · 0.0% of their software$6.3M−$11.0M
- SnowflakeSNOW52,471 shares · 0.0% of their software · price −$1.1M$6.0M+$1.1M
- BroadridgeBR26,782 shares · 0.0% of their software$5.8M+$2.3M
- CoStarCSGP76,013 shares · 0.0% of their software$5.7M−$559K
- SamsaraIOT117,769 shares · 0.0% of their software · price +$1.7M$5.7M−$2.5M
- FortinetFTNT71,013 shares · 0.0% of their software · price +$1.2M$5.5MFlat
- MorningstarMORN14,816 shares · 0.0% of their software$4.7MFlat
- OpenTextOTEX138,505 shares · 0.0% of their software$4.6MFlat
- ZoomZM65,813 shares · 0.0% of their software · price +$694K$4.6M+$1.1M
- SS&CSSNC50,576 shares · 0.0% of their software · price +$584K$3.8MFlat
- FactSetFDS7,459 shares · 0.0% of their software$3.4MFlat
- DocuSignDOCU54,665 shares · 0.0% of their software$3.4MFlat
- nCinoNCNO71,292 shares · 0.0% of their software$2.3MFlat
- TrimbleTRMB35,733 shares · 0.0% of their software$2.2MFlat
- Grab Holdings LimitedGRAB435,923 shares · 0.0% of their software$1.7MFlat
- InterDigital, Inc.IDCC10,941 shares · 0.0% of their software$1.5MFlat
- TwilioTWLO19,446 shares · 0.0% of their software$1.3MFlat
- VeriSign, Inc.VRSN6,524 shares · 0.0% of their software$1.2MFlat
- ToastTOST41,564 shares · 0.0% of their software$1.2MFlat
- GitLabGTLB22,459 shares · 0.0% of their software$1.2MFlat
- monday.comMNDY4,118 shares · 0.0% of their software$1.1MFlat
- Endava plcDAVA43,435 shares · 0.0% of their software$1.1MFlat
- F5, Inc.FFIV4,776 shares · 0.0% of their software$1.1MFlat
- CloudflareNET10,750 shares · 0.0% of their software$870KFlat
- PaycomPAYC5,137 shares · 0.0% of their software$856KNew · +$735K
- PaylocityPCTY4,510 shares · 0.0% of their software$744KFlat
- VeevaVEEV3,309 shares · 0.0% of their software$694KFlat
- Telos CorporationTLS160,128 shares · 0.0% of their software$575KFlat
- AkamaiAKAM5,371 shares · 0.0% of their software$542KFlat
- ZoomInfoZI51,328 shares · 0.0% of their software$530K—
- GuidewireGWRE2,866 shares · 0.0% of their software$524KFlat
- SoundHound AI, Inc.SOUN112,066 shares · 0.0% of their software$522KNew · Flat
- DynatraceDT9,642 shares · 0.0% of their software$516KFlat
- Corpay, Inc.CPAY1,610 shares · 0.0% of their software$504KFlat
- Euronet Worldwide, Inc.EEFT4,313 shares · 0.0% of their software$428KFlat
- ACI WorldwideACIW8,343 shares · 0.0% of their software$425KFlat
- Joint Stock Company Kaspi.kzKSPI3,793 shares · 0.0% of their software$402KFlat
- CCC Intelligent Solutions Holdings Inc.CCC30,577 shares · 0.0% of their software$338KFlat
- Lyft, Inc.LYFT23,106 shares · 0.0% of their software$295KNew · Flat
- JFrogFROG7,732 shares · 0.0% of their software$225KFlat
- ElasticESTC2,684 shares · 0.0% of their software$206KFlat
- YextYEXT21,409 shares · 0.0% of their software$148KFlat
- StoneCo Ltd.STNE11,583 shares · 0.0% of their software$130KFlat
- VTEXVTEX14,986 shares · 0.0% of their software$111KFlat
- Sabre CorporationSABR17,469 shares · 0.0% of their software$64KFlat
- Kingsoft Cloud Holdings LimitedKC14,503 shares · 0.0% of their software$43KFlat
- Digital TurbineAPPS12,914 shares · 0.0% of their software$40KFlat
- Cerence Inc.CRNC11,821 shares · 0.0% of their software$37KNew · Flat
- 8x8EGHT12,438 shares · 0.0% of their software$25K—
- Nerdy Inc.NRDY14,732 shares · 0.0% of their software$14KNew · Flat