Generalist · London, United Kingdom
Man Group
Q2 2019 · compared with Q1 2019
Filed as Man Group PLC
- Software
- $2.3B
- Weight of 13F
- 8.4%
- Names
- 91
- Net bought
- −$72.5M
Filed 14 August 2019 · SEC filing.
1,779 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 2026146 names · $528M in calls, not in the total$4.1B−$109M
- Q1 2026155 names · $585M in calls, not in the total$4.3B−$75.8M
- Q4 2025146 names · $437M in calls, not in the total$5.7B+$1.3B
- Q3 2025146 names · $521M in calls, not in the total$6.2B+$271M
- Q2 2025154 names · $611M in calls, not in the total$6.2B+$2.0B
- Q1 2025149 names · $359M in calls, not in the total$3.3B−$63.0M
- Q4 2024152 names · $361M in calls, not in the total$3.7B+$199M
- Q3 2024138 names · $233M in calls, not in the total$3.4B−$334M
- Q2 2024143 names · $124M in calls, not in the total$3.6B−$346M
- Q1 2024150 names · $87.1M in calls, not in the total$4.0B−$228M
- Q4 2023152 names · $71.1M in calls, not in the total$4.1B+$3.5B
- Q3 20230 names$0−$3.4B
- Q2 2023131 names · $6.2M in calls, not in the total$3.4B+$3.0B
- Q1 20230 names · $231K in calls, not in the total$0−$2.5B
- Q4 2022114 names$2.5B+$435M
- Q3 2022114 names$2.0B+$2.1B
- Q2 20220 names$0−$2.8B
- Q1 2022116 names · $3.0M in calls, not in the total$2.8B−$142M
- Q4 2021114 names · $581K in calls, not in the total$3.4B+$7.2M
- Q3 2021119 names · $38K in calls, not in the total$3.2B+$838M
- Q2 2021114 names · $86.6M in calls, not in the total$2.3B+$239M
- Q1 2021111 names$2.0B−$713M
- Q4 2020110 names$2.7B−$413M
- Q3 2020107 names$2.8B+$189M
- Q2 202096 names$2.5B+$306M
- Q1 202084 names$1.5B−$616M
- Q4 201985 names$2.3B+$217M
- Q3 201983 names$1.9B−$233M
- Q2 201991 names$2.3B−$72.5M
- Q1 201991 names$2.2B+$90.8M
- Q4 201874 names$1.7B+$34.0M
- Q3 201886 names$1.9B+$196M
- Q2 201881 names$1.5B+$127M
- Q1 201872 names$1.3B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT2,894,156 shares · 17.2% of their software · price +$46.4M$388M+$49.7M
- AdobeADBE571,149 shares · 7.5% of their software · price +$16.1M$168M−$38.0M
- OracleORCL2,919,306 shares · 7.4% of their software · price +$9.5M$166M−$104M
- CadenceCDNS2,060,577 shares · 6.5% of their software · price +$15.0M$146M−$45.6M
- IntuitINTU521,457 shares · 6.0% of their software$136M+$17.1M
- VeriSign, Inc.VRSN582,895 shares · 5.4% of their software · price +$16.1M$122M−$9.7M
- OpenTextOTEX2,332,011 shares · 4.3% of their software · price +$6.5M$96.4M+$8.0M
- VeevaVEEV592,875 shares · 4.3% of their software · price +$20.9M$96.1M+$28.7M
- ProgressPRGS1,681,780 shares · 3.3% of their software · price −$1.3M$73.4M+$22.3M
- AkamaiAKAM813,828 shares · 2.9% of their software · price +$6.9M$65.2M−$1.3M
- FactSetFDS226,710 shares · 2.9% of their software · price +$8.7M$65.0M+$45.0M
- NetApp, Inc.NTAP956,324 shares · 2.6% of their software · price −$7.3M$59.0M+$9.3M
- EVERTEC, Inc.EVTC1,731,610 shares · 2.5% of their software · price +$8.5M$56.6M+$1.8M
- Check PointCHKP357,195 shares · 1.8% of their software · price −$3.9M$41.3M−$4.0M
- Manhattan AssociatesMANH575,410 shares · 1.8% of their software · price +$8.2M$39.9M−$5.3M
- Fair IsaacFICO115,854 shares · 1.6% of their software · price +$4.9M$36.4M−$6.1M
- Palo Alto NetworksPANW172,099 shares · 1.6% of their software · price −$6.7M$35.1M+$5.1M
- F5, Inc.FFIV175,339 shares · 1.1% of their software · price −$2.0M$25.5M−$15.9M
- SynopsysSNPS181,802 shares · 1.0% of their software · price +$2.5M$23.4M+$10.2M
- Euronet Worldwide, Inc.EEFT129,206 shares · 1.0% of their software · price +$3.3M$21.7M−$10.4M
- BroadridgeBR158,171 shares · 0.9% of their software · price +$3.8M$20.2M+$6.5M
- FortinetFTNT234,688 shares · 0.8% of their software · price −$1.7M$18.0M+$2.6M
- CommvaultCVLT340,390 shares · 0.7% of their software · price −$5.1M$16.9M−$4.5M
- PaylocityPCTY179,994 shares · 0.7% of their software · price +$833K$16.9M+$3.6M
- Automatic Data Processing, Inc.ADP99,686 shares · 0.7% of their software · price +$557K$16.5M+$3.0M
- SPS CommerceSPSC154,938 shares · 0.7% of their software · price −$597K$15.8MFlat
- Upbound Group, Inc.UPBD585,932 shares · 0.7% of their software · price +$3.4M$15.6M−$798K
- GoDaddyGDDY221,163 shares · 0.7% of their software · price −$1.1M$15.5M+$12.5M
- Paychex, Inc.PAYX187,817 shares · 0.7% of their software$15.5M−$25.3M
- VeriskVRSK99,480 shares · 0.6% of their software · price +$1.3M$14.6M+$5.9M
- Strategy IncMSTR93,970 shares · 0.6% of their software$13.5M−$1.4M
- Fiserv, Inc.FISV142,362 shares · 0.6% of their software$13.0M−$2.0M
- Amdocs LimitedDOX199,352 shares · 0.5% of their software · price +$1.6M$12.4M−$1.5M
- ServiceNowNOW42,853 shares · 0.5% of their software · price +$1.2M$11.8M−$3.0M
- Sabre CorporationSABR514,946 shares · 0.5% of their software$11.4M+$3.6M
- PaycomPAYC50,327 shares · 0.5% of their software · price +$1.9M$11.4M+$6.9M
- ACI WorldwideACIW325,467 shares · 0.5% of their software$11.2M+$2.1M
- QualysQLYS122,397 shares · 0.5% of their software · price +$531K$10.7M+$3.7M
- SalesforceCRM65,940 shares · 0.4% of their software$10.0M−$7.5M
- TwilioTWLO71,211 shares · 0.4% of their software · price +$511K$9.7M−$2.0M
- BlackbaudBLKB110,166 shares · 0.4% of their software$9.2M−$549K
- DropboxDBX333,663 shares · 0.4% of their software · price +$1.1M$8.4M+$1.7M
- TeradataTDC172,478 shares · 0.3% of their software · price −$1.3M$6.2M−$1.9M
- WorkdayWDAY23,025 shares · 0.2% of their software$4.7M−$978K
- WEX Inc.WEX22,558 shares · 0.2% of their software$4.7MFlat
- CoStarCSGP7,833 shares · 0.2% of their software · price +$686K$4.3M−$4.7M
- AutodeskADSK25,741 shares · 0.2% of their software$4.2MFlat
- Roper Technologies, Inc.ROP10,580 shares · 0.2% of their software$3.9MFlat
- LiveRamp Holdings, Inc.RAMP76,532 shares · 0.2% of their software$3.7M−$3.2M
- GuidewireGWRE35,771 shares · 0.2% of their software$3.6M+$1.0M
- YextYEXT152,199 shares · 0.1% of their software$3.1M+$594K
- Tyler TechnologiesTYL14,071 shares · 0.1% of their software$3.0M+$594K
- MorningstarMORN20,088 shares · 0.1% of their software$2.9MFlat
- RingCentralRNG25,128 shares · 0.1% of their software$2.9M+$2.1M
- BlackBerry LimitedBB371,011 shares · 0.1% of their software · price −$976K$2.8MFlat
- WorkivaWK40,784 shares · 0.1% of their software$2.4MNew · +$2.1M
- Radware Ltd.RDWR95,033 shares · 0.1% of their software$2.4M+$575K
- ElasticESTC31,236 shares · 0.1% of their software$2.3M+$1.6M
- InterDigital, Inc.IDCC35,526 shares · 0.1% of their software$2.3M−$6.9M
- HubSpotHUBS13,173 shares · 0.1% of their software$2.2M−$2.9M
- OktaOKTA17,493 shares · 0.1% of their software · price +$713K$2.2M−$3.3M
- ZscalerZS27,690 shares · 0.1% of their software$2.1M+$874K
- BlackLineBL38,920 shares · 0.1% of their software$2.1M+$528K
- Block, Inc.XYZ26,357 shares · 0.1% of their software$1.9M+$728K
- PTCPTC20,973 shares · 0.1% of their software$1.9M+$549K
- SS&CSSNC30,700 shares · 0.1% of their software$1.8MFlat
- PagSeguro Digital Ltd.PAGS43,114 shares · 0.1% of their software$1.7M+$1.0M
- NutanixNTNX63,880 shares · 0.1% of their software · price −$754K$1.7M+$585K
- PegasystemsPEGA20,294 shares · 0.1% of their software$1.4M−$6.1M
- VaronisVRNS22,851 shares · 0.1% of their software$1.4M−$1.8M
- Alarm.com Holdings, Inc.ALRM25,239 shares · 0.1% of their software$1.4MFlat
- Five9FIVN22,985 shares · 0.1% of their software$1.2MFlat
- The Trade DeskTTD4,694 shares · 0.0% of their software$1.1MFlat
- TenableTENB36,509 shares · 0.0% of their software$1.0MFlat
- Lyft, Inc.LYFT15,219 shares · 0.0% of their software$1.0MNew · +$1.2M
- ZoomZM11,169 shares · 0.0% of their software$991KNew · +$992K
- BoxBOX54,633 shares · 0.0% of their software$963KFlat
- ShopifySHOP3,076 shares · 0.0% of their software$924KFlat
- DocuSignDOCU16,316 shares · 0.0% of their software$812K−$2.2M
- eGain CorporationEGAN97,821 shares · 0.0% of their software$796KFlat
- MongoDBMDB4,387 shares · 0.0% of their software$667K−$693K
- StoneCo Ltd.STNE22,441 shares · 0.0% of their software$664KNew · +$923K
- Q2QTWO6,582 shares · 0.0% of their software$502K−$554K
- PagerDutyPD10,506 shares · 0.0% of their software$495KNew · Flat
- TrimbleTRMB9,994 shares · 0.0% of their software$451KFlat
- 8x8EGHT18,509 shares · 0.0% of their software$447K—
- Rapid7RPD7,511 shares · 0.0% of their software$434K−$1.5M
- WixWIX1,997 shares · 0.0% of their software$284K−$3.0M
- NetSol Technologies, Inc.NTWK40,406 shares · 0.0% of their software$226KFlat
- AppFolioAPPF2,181 shares · 0.0% of their software$223KFlat
- A10 Networks, Inc.ATEN19,436 shares · 0.0% of their software$132KFlat