Generalist · London, United Kingdom
Man Group
Q4 2019 · compared with Q3 2019
Filed as Man Group PLC
- Software
- $2.3B
- Weight of 13F
- 7.8%
- Names
- 85
- Net bought
- +$217M
Filed 18 February 2020 · SEC filing.
1,744 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
- MicrosoftMSFT2,761,455 shares · 18.7% of their software · price +$51.6M$435M−$42.9M
- IntuitINTU865,985 shares · 9.8% of their software · price −$3.5M$227M+$144M
- CadenceCDNS2,723,757 shares · 8.1% of their software · price +$8.9M$189M+$16.0M
- VeriSign, Inc.VRSN735,294 shares · 6.1% of their software · price +$3.0M$142M+$16.3M
- AdobeADBE411,521 shares · 5.8% of their software · price +$22.0M$136M+$8.5M
- FactSetFDS319,803 shares · 3.7% of their software · price +$8.1M$85.8M+$5.0M
- FortinetFTNT779,935 shares · 3.6% of their software · price +$23.4M$83.3M+$43.1M
- SynopsysSNPS471,145 shares · 2.8% of their software · price +$919K$65.6M+$48.4M
- VeevaVEEV457,056 shares · 2.8% of their software · price −$5.5M$64.3M−$25.1M
- NetApp, Inc.NTAP1,025,525 shares · 2.7% of their software · price +$10.0M$63.8MFlat
- OpenTextOTEX1,425,813 shares · 2.7% of their software · price +$4.6M$62.9M−$17.4M
- ProgressPRGS1,161,473 shares · 2.1% of their software · price +$4.1M$48.3M−$3.9M
- Fair IsaacFICO120,158 shares · 1.9% of their software · price +$8.6M$45.0M+$3.6M
- EVERTEC, Inc.EVTC1,188,847 shares · 1.7% of their software · price +$3.4M$40.5M+$6.5M
- Check PointCHKP352,057 shares · 1.7% of their software · price +$514K$39.1M−$5.2M
- Manhattan AssociatesMANH470,391 shares · 1.6% of their software$37.5M+$3.1M
- OracleORCL705,078 shares · 1.6% of their software · price −$1.4M$37.4M−$55.1M
- F5, Inc.FFIV261,817 shares · 1.6% of their software$36.6M+$3.6M
- Euronet Worldwide, Inc.EEFT212,996 shares · 1.4% of their software · price +$2.4M$33.6M+$3.2M
- SalesforceCRM154,286 shares · 1.1% of their software · price +$2.2M$25.1M+$3.1M
- Palo Alto NetworksPANW97,671 shares · 1.0% of their software · price +$2.7M$22.6M−$5.0M
- GoDaddyGDDY317,765 shares · 0.9% of their software · price +$616K$21.6M+$4.8M
- QualysQLYS256,242 shares · 0.9% of their software · price +$2.0M$21.4M+$5.1M
- ServiceNowNOW74,767 shares · 0.9% of their software · price +$2.1M$21.1M+$4.4M
- RingCentralRNG105,893 shares · 0.8% of their software · price +$4.6M$17.9M−$3.9M
- CommvaultCVLT393,902 shares · 0.8% of their software$17.6M+$10.1M
- Amdocs LimitedDOX230,932 shares · 0.7% of their software · price +$1.4M$16.7M+$8.2M
- PaylocityPCTY132,600 shares · 0.7% of their software · price +$3.1M$16.0M−$5.0M
- AutodeskADSK86,585 shares · 0.7% of their software · price +$3.1M$15.9M+$4.8M
- Upbound Group, Inc.UPBD512,020 shares · 0.6% of their software · price +$1.6M$14.8M+$3.0M
- PaycomPAYC50,084 shares · 0.6% of their software · price +$2.8M$13.3M−$3.5M
- VeriskVRSK88,330 shares · 0.6% of their software · price −$777K$13.2M−$599K
- AkamaiAKAM151,401 shares · 0.6% of their software · price −$757K$13.1M−$5.1M
- Automatic Data Processing, Inc.ADP72,924 shares · 0.5% of their software · price +$662K$12.4M−$3.2M
- Sabre CorporationSABR536,092 shares · 0.5% of their software$12.0M+$5.1M
- Paychex, Inc.PAYX138,482 shares · 0.5% of their software$11.8M−$3.1M
- SS&CSSNC172,320 shares · 0.5% of their software · price +$1.7M$10.6M+$7.7M
- BroadridgeBR83,156 shares · 0.4% of their software$10.3M+$4.8M
- Lyft, Inc.LYFT203,266 shares · 0.4% of their software$8.7M+$3.0M
- SPS CommerceSPSC148,851 shares · 0.4% of their software · price +$1.2M$8.3M+$2.0M
- DropboxDBX427,387 shares · 0.3% of their software · price −$966K$7.7M+$3.6M
- PagSeguro Digital Ltd.PAGS219,172 shares · 0.3% of their software · price −$2.7M$7.5M+$7.7M
- Block, Inc.XYZ107,628 shares · 0.3% of their software$6.7M+$3.3M
- TwilioTWLO60,376 shares · 0.3% of their software · price −$705K$5.9MFlat
- Gen DigitalGEN225,617 shares · 0.2% of their software$5.8MNew · +$5.3M
- Digital TurbineAPPS718,735 shares · 0.2% of their software$5.1M+$4.1M
- TrimbleTRMB122,443 shares · 0.2% of their software$5.1M+$4.2M
- NutanixNTNX137,861 shares · 0.2% of their software · price +$691K$4.3M+$1.5M
- GuidewireGWRE38,522 shares · 0.2% of their software$4.2MNew · +$4.1M
- WEX Inc.WEX18,228 shares · 0.2% of their software$3.8M+$939K
- DocuSignDOCU51,191 shares · 0.2% of their software · price +$624K$3.8M−$937K
- ACI WorldwideACIW99,800 shares · 0.2% of their software · price +$655K$3.8MFlat
- NetScout Systems, Inc.NTCT156,450 shares · 0.2% of their software$3.8M+$585K
- Fiserv, Inc.FISV32,542 shares · 0.2% of their software$3.8M+$567K
- OktaOKTA32,397 shares · 0.2% of their software · price +$548K$3.7M−$657K
- TeradataTDC133,833 shares · 0.2% of their software · price −$566K$3.6M+$3.4M
- Roper Technologies, Inc.ROP9,979 shares · 0.2% of their software$3.5M−$560K
- BlackBerry LimitedBB520,141 shares · 0.1% of their software · price +$609K$3.3MFlat
- ZoomZM48,958 shares · 0.1% of their software$3.3M+$3.2M
- ElasticESTC51,262 shares · 0.1% of their software · price −$925K$3.3M−$3.5M
- BlackbaudBLKB41,244 shares · 0.1% of their software$3.3M+$2.8M
- ZscalerZS64,060 shares · 0.1% of their software$3.0MFlat
- WorkdayWDAY17,062 shares · 0.1% of their software$2.8M−$2.0M
- InterDigital, Inc.IDCC50,058 shares · 0.1% of their software$2.7M−$910K
- CoStarCSGP4,336 shares · 0.1% of their software$2.6MFlat
- Radware Ltd.RDWR97,869 shares · 0.1% of their software$2.5MFlat
- Alarm.com Holdings, Inc.ALRM56,916 shares · 0.1% of their software$2.4M+$2.1M
- PTCPTC31,047 shares · 0.1% of their software$2.3M+$1.9M
- TenableTENB96,772 shares · 0.1% of their software$2.3MFlat
- Bandwidth Inc.BAND28,946 shares · 0.1% of their software$1.9MFlat
- BlackLineBL30,422 shares · 0.1% of their software$1.6M−$1.3M
- LiveRamp Holdings, Inc.RAMP28,342 shares · 0.1% of their software$1.4MFlat
- StoneCo Ltd.STNE33,333 shares · 0.1% of their software$1.3MFlat
- The Trade DeskTTD5,090 shares · 0.1% of their software$1.3MFlat
- WixWIX10,500 shares · 0.1% of their software$1.3MNew · +$1.2M
- WorkivaWK28,309 shares · 0.1% of their software$1.2M−$503K
- YextYEXT63,532 shares · 0.0% of their software$916KNew · +$1.0M
- Tyler TechnologiesTYL2,394 shares · 0.0% of their software$718KFlat
- BoxBOX41,899 shares · 0.0% of their software$703KFlat
- MorningstarMORN3,784 shares · 0.0% of their software$572KFlat
- Strategy IncMSTR2,027 shares · 0.0% of their software$289K−$5.2M
- AppFolioAPPF2,333 shares · 0.0% of their software$257KNew · Flat
- International Money Express, Inc.IMXI17,400 shares · 0.0% of their software$209KNew · Flat
- Repay Holdings CorporationRPAY10,993 shares · 0.0% of their software$161KNew · Flat
- NetSol Technologies, Inc.NTWK34,204 shares · 0.0% of their software$137KFlat