Generalist · London, United Kingdom
Man Group
Q3 2019 · compared with Q2 2019
Filed as Man Group PLC
- Software
- $1.9B
- Weight of 13F
- 7.4%
- Names
- 83
- Net bought
- −$233M
Filed 14 November 2019 · SEC filing.
1,677 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
- MicrosoftMSFT3,070,051 shares · 22.0% of their software · price +$15.6M$427M+$23.6M
- CadenceCDNS2,482,130 shares · 8.5% of their software · price −$11.7M$164M+$29.9M
- VeriSign, Inc.VRSN648,640 shares · 6.3% of their software · price −$13.3M$122M+$13.8M
- AdobeADBE380,737 shares · 5.4% of their software · price −$7.0M$105M−$56.1M
- VeevaVEEV621,167 shares · 4.9% of their software · price −$5.9M$94.8M+$4.6M
- OracleORCL1,706,834 shares · 4.8% of their software · price −$3.3M$93.9M−$69.1M
- IntuitINTU324,656 shares · 4.5% of their software · price +$1.5M$86.3M−$51.4M
- OpenTextOTEX1,853,152 shares · 3.9% of their software · price −$723K$75.6M−$19.7M
- FactSetFDS299,345 shares · 3.7% of their software · price −$13.0M$72.7M+$20.8M
- NetApp, Inc.NTAP1,026,451 shares · 2.8% of their software · price −$9.4M$53.9M+$4.3M
- ProgressPRGS1,263,342 shares · 2.5% of their software · price −$7.0M$48.1M−$18.3M
- Check PointCHKP399,124 shares · 2.3% of their software · price −$2.4M$43.7M+$4.8M
- Manhattan AssociatesMANH432,343 shares · 1.8% of their software · price +$4.9M$34.9M−$9.9M
- F5, Inc.FFIV235,927 shares · 1.7% of their software · price −$1.2M$33.1M+$8.8M
- Fair IsaacFICO108,309 shares · 1.7% of their software · price −$1.1M$32.9M−$2.4M
- EVERTEC, Inc.EVTC980,571 shares · 1.6% of their software · price −$1.5M$30.6M−$24.6M
- Euronet Worldwide, Inc.EEFT190,906 shares · 1.4% of their software · price −$4.2M$27.9M+$10.4M
- Palo Alto NetworksPANW121,987 shares · 1.3% of their software$24.9M−$10.2M
- SalesforceCRM133,258 shares · 1.0% of their software$19.8M+$10.2M
- AkamaiAKAM207,444 shares · 1.0% of their software · price +$2.3M$19.0M−$48.6M
- PaylocityPCTY184,179 shares · 0.9% of their software · price +$693K$18.0MFlat
- RingCentralRNG137,231 shares · 0.9% of their software · price +$1.5M$17.2M+$12.9M
- FortinetFTNT218,130 shares · 0.9% of their software$16.7M−$1.3M
- SynopsysSNPS118,480 shares · 0.8% of their software · price +$1.0M$16.3M−$8.1M
- GoDaddyGDDY245,412 shares · 0.8% of their software · price −$1.0M$16.2M+$1.7M
- Automatic Data Processing, Inc.ADP92,563 shares · 0.8% of their software$14.9M−$1.2M
- ServiceNowNOW57,605 shares · 0.8% of their software · price −$1.2M$14.6M+$4.1M
- Paychex, Inc.PAYX176,219 shares · 0.8% of their software$14.6M−$954K
- VeriskVRSK92,116 shares · 0.8% of their software · price +$1.1M$14.6M−$1.1M
- QualysQLYS188,761 shares · 0.7% of their software · price −$2.2M$14.3M+$5.8M
- PaycomPAYC66,804 shares · 0.7% of their software · price −$1.2M$14.0M+$3.7M
- Upbound Group, Inc.UPBD394,012 shares · 0.5% of their software$10.2M−$5.1M
- AutodeskADSK53,771 shares · 0.4% of their software · price −$817K$7.9M+$4.6M
- ElasticESTC94,312 shares · 0.4% of their software · price +$724K$7.8M+$4.7M
- CommvaultCVLT169,033 shares · 0.4% of their software · price −$830K$7.6M−$8.5M
- Amdocs LimitedDOX106,961 shares · 0.4% of their software$7.1M−$5.7M
- Sabre CorporationSABR310,205 shares · 0.4% of their software$6.9M−$4.5M
- TwilioTWLO62,459 shares · 0.4% of their software · price −$1.6M$6.9M−$1.2M
- BroadridgeBR44,696 shares · 0.3% of their software$5.6M−$14.5M
- Strategy IncMSTR37,149 shares · 0.3% of their software$5.5M−$8.1M
- Lyft, Inc.LYFT129,080 shares · 0.3% of their software · price −$3.2M$5.3M+$7.5M
- DropboxDBX251,374 shares · 0.3% of their software · price −$1.2M$5.1M−$2.1M
- SPS CommerceSPSC106,283 shares · 0.3% of their software · price −$5.9M$5.0M−$5.0M
- WorkdayWDAY28,588 shares · 0.3% of their software · price −$1.0M$4.9M+$1.1M
- Roper Technologies, Inc.ROP11,550 shares · 0.2% of their software$4.1MFlat
- DocuSignDOCU66,319 shares · 0.2% of their software · price +$810K$4.1M+$2.5M
- OktaOKTA39,067 shares · 0.2% of their software · price −$979K$3.8M+$2.7M
- InterDigital, Inc.IDCC67,398 shares · 0.2% of their software · price −$804K$3.5M+$2.1M
- ACI WorldwideACIW107,310 shares · 0.2% of their software$3.4M−$7.5M
- Block, Inc.XYZ53,569 shares · 0.2% of their software · price −$567K$3.3M+$2.0M
- NetScout Systems, Inc.NTCT131,096 shares · 0.2% of their software$3.0MNew · +$3.3M
- Fiserv, Inc.FISV27,071 shares · 0.1% of their software$2.8M−$10.5M
- WEX Inc.WEX13,579 shares · 0.1% of their software$2.7M−$1.9M
- BlackBerry LimitedBB517,089 shares · 0.1% of their software · price −$1.1M$2.7M+$1.1M
- BlackLineBL56,569 shares · 0.1% of their software$2.7M+$944K
- ZscalerZS54,387 shares · 0.1% of their software · price −$1.6M$2.6MSplit
- TenableTENB114,543 shares · 0.1% of their software · price −$706K$2.6M+$2.2M
- PagSeguro Digital Ltd.PAGS53,718 shares · 0.1% of their software$2.5MFlat
- CoStarCSGP3,976 shares · 0.1% of their software$2.4M−$2.1M
- HubSpotHUBS15,500 shares · 0.1% of their software$2.4MFlat
- Radware Ltd.RDWR96,143 shares · 0.1% of their software$2.3MFlat
- NutanixNTNX82,146 shares · 0.1% of their software$2.2MFlat
- Bandwidth Inc.BAND28,952 shares · 0.1% of their software$1.9MNew · +$2.2M
- PagerDutyPD64,059 shares · 0.1% of their software · price −$1.2M$1.8M+$2.5M
- WorkivaWK39,774 shares · 0.1% of their software · price −$567K$1.7MFlat
- LiveRamp Holdings, Inc.RAMP39,463 shares · 0.1% of their software$1.7M−$1.8M
- The Trade DeskTTD6,958 shares · 0.1% of their software$1.3M+$516K
- SS&CSSNC23,180 shares · 0.1% of their software$1.2MFlat
- VaronisVRNS18,692 shares · 0.1% of their software$1.1MFlat
- Uber Technologies, Inc.UBER36,333 shares · 0.1% of their software · price −$578K$1.1MNew · +$1.7M
- MorningstarMORN6,684 shares · 0.1% of their software$977K−$1.9M
- BlackbaudBLKB9,974 shares · 0.0% of their software$901K−$8.4M
- StoneCo Ltd.STNE24,545 shares · 0.0% of their software$854KFlat
- Tyler TechnologiesTYL3,126 shares · 0.0% of their software$820K−$2.4M
- TeradataTDC22,760 shares · 0.0% of their software$706K−$5.4M
- ZoomZM7,275 shares · 0.0% of their software$554KFlat
- Digital TurbineAPPS84,200 shares · 0.0% of their software$543KNew · Flat
- Alarm.com Holdings, Inc.ALRM11,543 shares · 0.0% of their software$538K−$733K
- BoxBOX30,673 shares · 0.0% of their software$508KFlat
- TrimbleTRMB13,004 shares · 0.0% of their software$505KFlat
- PTCPTC3,585 shares · 0.0% of their software$245K−$1.6M
- NetSol Technologies, Inc.NTWK34,204 shares · 0.0% of their software$193KFlat
- A10 Networks, Inc.ATEN11,556 shares · 0.0% of their software$80KFlat
