Generalist · New York, NY
Neuberger Berman Group
Q4 2024 · compared with Q3 2024
Filed as Neuberger Berman Group LLC
- Software
- $14.8B
- Weight of 13F
- 11.7%
- Names
- 121
- Net bought
- +$41.1M
Filed 13 February 2025 · SEC filing.
Call exposure on these names is $2.2M across 1 line. Calls are not in the stock total.
1,903 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
- MicrosoftMSFT11,774,993 shares · 33.6% of their software · price −$104M$5.0B−$68.4M
- OracleORCL4,605,609 shares · 5.2% of their software · price −$17.3M$767M+$10.9M
- SalesforceCRM1,924,483 shares · 4.4% of their software · price +$117M$643M+$42.9M
- IntuitINTU899,126 shares · 3.8% of their software · price +$6.7M$565M−$27.6M
- Fiserv, Inc.FISV2,707,699 shares · 3.8% of their software · price +$69.8M$556M+$11.1M
- ServiceNowNOW502,505 shares · 3.6% of their software · price +$83.3M$533M−$18.5M
- VeriskVRSK1,581,674 shares · 3.0% of their software · price +$11.8M$436MFlat
- Uber Technologies, Inc.UBER6,776,612 shares · 2.8% of their software · price −$101M$409M+$66.9M
- Fair IsaacFICO186,305 shares · 2.5% of their software · price +$8.8M$371M−$105M
- Manhattan AssociatesMANH1,361,780 shares · 2.5% of their software · price −$15.2M$368M−$56.9M
- SPS CommerceSPSC1,656,200 shares · 2.1% of their software · price −$16.9M$305M+$4.0M
- GoDaddyGDDY1,526,315 shares · 2.0% of their software · price +$62.0M$302M−$4.0M
- SynopsysSNPS498,674 shares · 1.6% of their software · price −$10.5M$242M+$41.6M
- CommvaultCVLT1,564,014 shares · 1.6% of their software · price −$4.6M$236M+$15.2M
- Tyler TechnologiesTYL386,012 shares · 1.5% of their software · price −$2.7M$223M+$2.8M
- Roper Technologies, Inc.ROP394,544 shares · 1.4% of their software · price −$14.4M$205M+$4.2M
- VertexVERX3,527,604 shares · 1.3% of their software · price +$52.3M$188M+$2.1M
- Palo Alto NetworksPANW986,695 shares · 1.2% of their software · price −$158M$180M+$162M
- WorkdayWDAY693,584 shares · 1.2% of their software · price +$9.4M$179M−$18.4M
- QualysQLYS1,106,403 shares · 1.1% of their software · price +$13.0M$155M−$95.5M
- WaystarWAY4,142,241 shares · 1.0% of their software · price +$36.5M$152M−$35.0M
- PalantirPLTR1,880,721 shares · 1.0% of their software · price +$72.3M$142M−$21.6M
- CrowdStrikeCRWD410,391 shares · 1.0% of their software · price +$25.3M$140M−$22.6M
- AppLovinAPP410,545 shares · 0.9% of their software · price +$79.4M$133M+$20.1M
- Shift4 Payments, Inc.FOUR1,245,783 shares · 0.9% of their software · price +$18.9M$129M+$7.4M
- CadenceCDNS357,091 shares · 0.7% of their software · price +$10.5M$107M−$58.7M
- DatadogDDOG747,710 shares · 0.7% of their software · price +$20.8M$107M−$38.0M
- SAPSAP343,585 shares · 0.6% of their software · price +$5.9M$84.6MFlat
- Amdocs LimitedDOX988,437 shares · 0.6% of their software · price −$2.3M$84.2M+$10.1M
- The Trade DeskTTD714,501 shares · 0.6% of their software · price +$5.6M$84.0MFlat
- Paychex, Inc.PAYX559,221 shares · 0.5% of their software · price +$3.4M$78.4M+$19.5M
- NICENICE453,969 shares · 0.5% of their software · price −$1.7M$77.1M+$13.9M
- WixWIX355,516 shares · 0.5% of their software · price +$16.8M$76.3M−$601K
- Ribbon Communications Inc.RBBN18,463,941 shares · 0.5% of their software · price +$16.8M$72.3MFlat
- monday.comMNDY303,992 shares · 0.5% of their software · price −$12.9M$71.6M+$83.3M
- Automatic Data Processing, Inc.ADP232,586 shares · 0.5% of their software · price +$3.7M$68.1M−$1.1M
- AdobeADBE145,982 shares · 0.4% of their software · price −$10.7M$64.9M−$16.0M
- Gen DigitalGEN2,356,761 shares · 0.4% of their software$64.5M−$4.5M
- HubSpotHUBS89,931 shares · 0.4% of their software · price +$14.9M$62.7M−$3.7M
- WEX Inc.WEX357,297 shares · 0.4% of their software · price −$12.3M$62.6M−$10.1M
- ZscalerZS308,039 shares · 0.4% of their software · price +$2.9M$55.6MFlat
- OktaOKTA674,059 shares · 0.4% of their software · price +$3.0M$53.1M−$14.4M
- Corpay, Inc.CPAY140,400 shares · 0.3% of their software · price +$3.6M$47.5M+$43.4M
- Adeia Inc.ADEA3,307,099 shares · 0.3% of their software · price +$6.8M$46.2MFlat
- Cognyte Software Ltd.CGNT5,233,409 shares · 0.3% of their software · price +$9.7M$45.3MFlat
- DescartesDSGX396,740 shares · 0.3% of their software · price +$4.2M$45.1MFlat
- SentinelOneS1,958,909 shares · 0.3% of their software · price −$3.4M$43.5M+$35.9M
- MongoDBMDB182,884 shares · 0.3% of their software · price −$6.9M$42.6M+$26.5M
- UnityU1,787,724 shares · 0.3% of their software$40.2M+$3.4M
- NetApp, Inc.NTAP328,420 shares · 0.3% of their software · price −$2.4M$38.1M−$5.6M
- Zeta GlobalZETA2,010,152 shares · 0.2% of their software · price −$23.8M$36.2M+$25.1M
- ShopifySHOP332,199 shares · 0.2% of their software · price +$8.7M$35.3M+$10.7M
- Bentley SystemsBSY743,007 shares · 0.2% of their software · price −$3.1M$34.7M+$3.2M
- Alight, Inc.ALIT4,892,590 shares · 0.2% of their software · price −$2.3M$33.8M+$11.2M
- AutodeskADSK113,764 shares · 0.2% of their software · price +$2.3M$33.6M+$1.8M
- UiPathPATH2,526,348 shares · 0.2% of their software$32.1M+$9.6M
- OneSpan Inc.OSPN1,645,630 shares · 0.2% of their software · price +$3.1M$30.5MFlat
- BoxBOX941,527 shares · 0.2% of their software · price −$1.1M$29.8MFlat
- Block, Inc.XYZ327,319 shares · 0.2% of their software · price +$5.8M$27.8M−$5.8M
- Xperi Inc.XPER2,656,621 shares · 0.2% of their software · price +$2.7M$27.3MFlat
- NutanixNTNX419,246 shares · 0.2% of their software · price +$809K$25.6M−$5.0M
- Radware Ltd.RDWR1,116,151 shares · 0.2% of their software$25.2MFlat
- DuolingoDUOL66,371 shares · 0.1% of their software · price +$2.8M$21.5MNew · +$18.7M
- VaronisVRNS469,107 shares · 0.1% of their software · price −$5.7M$20.8MFlat
- Check PointCHKP95,853 shares · 0.1% of their software · price −$586K$17.9M+$556K
- Strategy IncMSTR56,526 shares · 0.1% of their software · price +$6.8M$16.4M−$28.8M
- Q2QTWO153,832 shares · 0.1% of their software · price +$3.2M$15.5M−$3.0M
- ProcorePCOR195,135 shares · 0.1% of their software · price +$2.6M$14.6M+$5.7M
- PTCPTC65,080 shares · 0.1% of their software$12.0M+$2.7M
- AtlassianTEAM37,652 shares · 0.1% of their software · price +$3.2M$9.2M−$2.1M
- ACI WorldwideACIW167,978 shares · 0.1% of their software$8.7M+$8.1M
- SnowflakeSNOW54,276 shares · 0.1% of their software · price +$2.1M$8.4MFlat
- OpenTextOTEX285,017 shares · 0.1% of their software · price −$1.4M$8.1M+$4.9M
- BrazeBRZE164,439 shares · 0.0% of their software · price +$1.6M$6.9MNew · +$5.3M
- FortinetFTNT68,837 shares · 0.0% of their software · price +$1.2M$6.5MFlat
- Core Scientific, Inc.CORZ396,829 shares · 0.0% of their software · price +$869K$5.6MNew · +$4.7M
- CoStarCSGP74,732 shares · 0.0% of their software$5.4MFlat
- SoundHound AI, Inc.SOUN267,608 shares · 0.0% of their software · price +$4.1M$5.3M+$725K
- MorningstarMORN15,079 shares · 0.0% of their software$5.1MFlat
- Repay Holdings CorporationRPAY594,611 shares · 0.0% of their software$4.5M−$11.3M
- BroadridgeBR19,153 shares · 0.0% of their software$4.3M−$1.6M
- ServiceTitanTTAN38,200 shares · 0.0% of their software$3.9MNew · +$3.9M
- DocuSignDOCU41,259 shares · 0.0% of their software · price +$1.1M$3.7M−$832K
- FactSetFDS7,567 shares · 0.0% of their software$3.6MFlat
- ZoomZM42,492 shares · 0.0% of their software · price +$504K$3.5M−$1.6M
- SamsaraIOT78,188 shares · 0.0% of their software$3.4M−$1.9M
- SS&CSSNC41,118 shares · 0.0% of their software$3.1M−$702K
- TrimbleTRMB38,557 shares · 0.0% of their software$2.7MFlat
- nCinoNCNO70,903 shares · 0.0% of their software$2.4MFlat
- F5, Inc.FFIV8,081 shares · 0.0% of their software$2.0M+$728K
- GitLabGTLB27,446 shares · 0.0% of their software$1.5MFlat
- VeriSign, Inc.VRSN6,635 shares · 0.0% of their software$1.4MFlat
- ToastTOST36,820 shares · 0.0% of their software$1.3MFlat
- DynatraceDT23,204 shares · 0.0% of their software$1.3M+$725K
- PaycomPAYC5,843 shares · 0.0% of their software$1.2MFlat
- Endava plcDAVA35,572 shares · 0.0% of their software$1.1MFlat
- CloudflareNET9,385 shares · 0.0% of their software$1.0MFlat
- PaylocityPCTY4,661 shares · 0.0% of their software$930KFlat
- Grab Holdings LimitedGRAB191,737 shares · 0.0% of their software$905K−$928K
- InterDigital, Inc.IDCC4,268 shares · 0.0% of their software$827K−$945K
- VeevaVEEV3,282 shares · 0.0% of their software$690KFlat
- ZoomInfoZI51,146 shares · 0.0% of their software$538KFlat
- AkamaiAKAM5,554 shares · 0.0% of their software$531KFlat
- GuidewireGWRE2,893 shares · 0.0% of their software$488KFlat
- Euronet Worldwide, Inc.EEFT4,336 shares · 0.0% of their software$446KFlat
- Clear Secure, Inc.YOU15,075 shares · 0.0% of their software$402KNew · Flat
- CCC Intelligent Solutions Holdings Inc.CCC32,534 shares · 0.0% of their software$382KFlat
- Joint Stock Company Kaspi.kzKSPI3,879 shares · 0.0% of their software$367KFlat
- Lyft, Inc.LYFT23,573 shares · 0.0% of their software$304KFlat
- AppFolioAPPF1,126 shares · 0.0% of their software$278KNew · Flat
- ElasticESTC2,723 shares · 0.0% of their software$270KFlat
- Telos CorporationTLS77,318 shares · 0.0% of their software$264KFlat
- TwilioTWLO2,268 shares · 0.0% of their software$245K−$1.1M
- JFrogFROG7,732 shares · 0.0% of their software$227KFlat
- NCR Atleos CorporationNATL6,331 shares · 0.0% of their software$215KNew · Flat
- AlkamiALKT5,622 shares · 0.0% of their software$206KNew · Flat
- YextYEXT21,409 shares · 0.0% of their software$136KFlat
- VTEXVTEX22,131 shares · 0.0% of their software$130KFlat
- StoneCo Ltd.STNE12,546 shares · 0.0% of their software$100KFlat
- Sabre CorporationSABR17,720 shares · 0.0% of their software$65KFlat
- PagSeguro Digital Ltd.PAGS10,064 shares · 0.0% of their software$63KNew · Flat