Generalist · London, United Kingdom
Man Group
Q1 2020 · compared with Q4 2019
Filed as Man Group PLC
- Software
- $1.5B
- Weight of 13F
- 10.4%
- Names
- 84
- Net bought
- −$616M
Filed 15 May 2020 · SEC filing.
1,481 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
- MicrosoftMSFT2,612,664 shares · 26.7% of their software$412M−$23.5M
- IntuitINTU699,001 shares · 10.4% of their software · price −$22.3M$161M−$43.7M
- CadenceCDNS2,038,375 shares · 8.7% of their software · price −$6.8M$135M−$47.5M
- VeriSign, Inc.VRSN472,907 shares · 5.5% of their software · price −$6.0M$85.2M−$50.6M
- AdobeADBE227,439 shares · 4.7% of their software · price −$2.6M$72.4M−$60.7M
- AutodeskADSK461,016 shares · 4.7% of their software · price −$12.6M$72.0M+$68.7M
- Check PointCHKP606,412 shares · 4.0% of their software · price −$6.3M$61.0M+$28.2M
- FactSetFDS196,899 shares · 3.3% of their software · price −$1.5M$51.3M−$33.0M
- OracleORCL888,963 shares · 2.8% of their software · price −$4.1M$43.0M+$9.7M
- FortinetFTNT417,723 shares · 2.7% of their software · price −$2.3M$42.3M−$38.7M
- OpenTextOTEX1,107,195 shares · 2.5% of their software · price −$10.1M$38.3M−$14.0M
- SS&CSSNC684,908 shares · 1.9% of their software · price −$12.0M$30.0M+$31.5M
- ProgressPRGS856,793 shares · 1.8% of their software · price −$8.2M$27.4M−$12.7M
- SalesforceCRM158,102 shares · 1.5% of their software · price −$3.0M$22.8M+$621K
- Fair IsaacFICO71,913 shares · 1.4% of their software · price −$4.8M$22.1M−$18.1M
- QualysQLYS242,936 shares · 1.4% of their software · price +$879K$21.1M−$1.1M
- EVERTEC, Inc.EVTC761,511 shares · 1.1% of their software · price −$8.6M$17.3M−$14.5M
- Manhattan AssociatesMANH327,330 shares · 1.1% of their software · price −$9.8M$16.3M−$11.4M
- SynopsysSNPS115,512 shares · 1.0% of their software · price −$1.2M$14.9M−$49.5M
- F5, Inc.FFIV121,567 shares · 0.8% of their software · price −$4.0M$13.0M−$19.6M
- DropboxDBX680,788 shares · 0.8% of their software$12.3M+$4.5M
- SPS CommerceSPSC245,110 shares · 0.7% of their software · price −$2.2M$11.4M+$5.3M
- GoDaddyGDDY161,373 shares · 0.6% of their software · price −$1.7M$9.2M−$10.6M
- CommvaultCVLT225,179 shares · 0.6% of their software · price −$937K$9.1M−$7.5M
- Tyler TechnologiesTYL25,176 shares · 0.5% of their software$7.5M+$6.8M
- Euronet Worldwide, Inc.EEFT85,825 shares · 0.5% of their software · price −$6.2M$7.4M−$20.0M
- WorkdayWDAY53,612 shares · 0.5% of their software · price −$1.8M$7.0M+$6.0M
- PaycomPAYC33,275 shares · 0.4% of their software · price −$2.1M$6.7M−$4.5M
- CoStarCSGP10,345 shares · 0.4% of their software$6.1M+$3.6M
- BlackbaudBLKB100,811 shares · 0.4% of their software · price −$2.4M$5.6M+$4.7M
- ServiceNowNOW19,508 shares · 0.4% of their software$5.6M−$15.6M
- VeevaVEEV33,629 shares · 0.3% of their software · price +$528K$5.3M−$59.6M
- TwilioTWLO53,752 shares · 0.3% of their software$4.8M−$651K
- Automatic Data Processing, Inc.ADP34,530 shares · 0.3% of their software · price −$1.2M$4.7M−$6.5M
- RingCentralRNG22,057 shares · 0.3% of their software · price +$954K$4.7M−$14.1M
- Digital TurbineAPPS1,074,857 shares · 0.3% of their software · price −$3.0M$4.6M+$2.5M
- PaylocityPCTY50,575 shares · 0.3% of their software · price −$1.6M$4.5M−$9.9M
- AkamaiAKAM44,252 shares · 0.3% of their software$4.0M−$9.3M
- WEX Inc.WEX38,226 shares · 0.3% of their software · price −$4.0M$4.0M+$4.2M
- ZscalerZS64,806 shares · 0.3% of their software · price +$931K$3.9MFlat
- Upbound Group, Inc.UPBD254,342 shares · 0.2% of their software · price −$3.7M$3.6M−$7.4M
- HubSpotHUBS21,630 shares · 0.2% of their software · price −$547K$2.9MNew · +$3.4M
- Palo Alto NetworksPANW16,223 shares · 0.2% of their software · price −$1.1M$2.7M−$18.8M
- TenableTENB121,003 shares · 0.2% of their software$2.6M+$581K
- WorkivaWK80,754 shares · 0.2% of their software · price −$785K$2.6M+$2.2M
- DocuSignDOCU27,528 shares · 0.2% of their software · price +$503K$2.5M−$1.8M
- BoxBOX179,732 shares · 0.2% of their software$2.5M+$2.3M
- WixWIX21,937 shares · 0.1% of their software$2.2M+$1.4M
- Rapid7RPD49,931 shares · 0.1% of their software · price −$634K$2.2MNew · +$2.8M
- Alarm.com Holdings, Inc.ALRM53,228 shares · 0.1% of their software$2.1MFlat
- Amdocs LimitedDOX36,714 shares · 0.1% of their software · price −$632K$2.0M−$14.0M
- ZoomZM13,042 shares · 0.1% of their software · price +$1.0M$1.9M−$2.4M
- GuidewireGWRE23,773 shares · 0.1% of their software · price −$724K$1.9M−$1.6M
- BlackLineBL33,616 shares · 0.1% of their software$1.8MFlat
- ACI WorldwideACIW71,465 shares · 0.1% of their software · price −$982K$1.7M−$1.1M
- VeriskVRSK11,932 shares · 0.1% of their software$1.7M−$11.4M
- NetApp, Inc.NTAP37,179 shares · 0.1% of their software · price −$764K$1.6M−$61.5M
- Sabre CorporationSABR236,765 shares · 0.1% of their software · price −$3.9M$1.4M−$6.7M
- AppFolioAPPF12,155 shares · 0.1% of their software$1.3M+$1.1M
- Roper Technologies, Inc.ROP3,817 shares · 0.1% of their software$1.2M−$2.2M
- DynatraceDT49,837 shares · 0.1% of their software$1.2MNew · +$1.3M
- TrimbleTRMB29,970 shares · 0.1% of their software$954K−$3.9M
- ElasticESTC16,286 shares · 0.1% of their software$909K−$2.2M
- VaronisVRNS12,852 shares · 0.1% of their software$819KNew · +$999K
- Uber Technologies, Inc.UBER27,366 shares · 0.0% of their software$764KNew · +$814K
- Paychex, Inc.PAYX12,032 shares · 0.0% of their software$757K−$10.8M
- FastlyFSLY37,774 shares · 0.0% of their software$717KNew · +$758K
- Gen DigitalGEN37,949 shares · 0.0% of their software$710K−$4.8M
- Block, Inc.XYZ12,203 shares · 0.0% of their software$639K−$6.0M
- PTCPTC10,365 shares · 0.0% of their software$634K−$1.5M
- PagSeguro Digital Ltd.PAGS32,378 shares · 0.0% of their software$626K−$6.4M
- Lyft, Inc.LYFT22,791 shares · 0.0% of their software$612K−$7.8M
- TeradataTDC29,423 shares · 0.0% of their software$603K−$2.8M
- BroadridgeBR6,322 shares · 0.0% of their software$600K−$9.5M
- ShopifySHOP1,420 shares · 0.0% of their software$592KNew · +$565K
- Fiserv, Inc.FISV5,788 shares · 0.0% of their software$550K−$3.1M
- The Trade DeskTTD2,776 shares · 0.0% of their software$535K−$601K
- CrowdStrikeCRWD6,109 shares · 0.0% of their software$340KNew · Flat
- DatadogDDOG8,294 shares · 0.0% of their software$299KNew · Flat
- MorningstarMORN2,043 shares · 0.0% of their software$237KFlat
- InterDigital, Inc.IDCC5,085 shares · 0.0% of their software$227K−$2.5M
- 8x8EGHT16,170 shares · 0.0% of their software$224KNew
- PagerDutyPD10,434 shares · 0.0% of their software$180KNew · Flat
- International Money Express, Inc.IMXI16,045 shares · 0.0% of their software$146KFlat