Generalist · London, United Kingdom
Man Group
Q2 2020 · compared with Q1 2020
Filed as Man Group PLC
- Software
- $2.5B
- Weight of 13F
- 13.0%
- Names
- 96
- Net bought
- +$306M
Filed 14 August 2020 · SEC filing.
1,577 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
- MicrosoftMSFT3,312,645 shares · 27.1% of their software · price +$152M$674M+$110M
- IntuitINTU619,321 shares · 7.4% of their software · price +$41.0M$183M−$18.3M
- CadenceCDNS1,498,371 shares · 5.8% of their software · price +$44.8M$144M−$35.7M
- AdobeADBE280,007 shares · 4.9% of their software · price +$32.8M$122M+$16.7M
- VeriSign, Inc.VRSN445,157 shares · 3.7% of their software · price +$11.9M$92.1M−$5.0M
- AutodeskADSK282,114 shares · 2.7% of their software · price +$23.4M$67.5M−$27.9M
- OracleORCL1,196,269 shares · 2.7% of their software · price +$8.3M$66.1M+$14.9M
- Check PointCHKP589,913 shares · 2.6% of their software · price +$4.1M$63.4M−$1.7M
- ZoomZM205,857 shares · 2.1% of their software · price +$22.1M$52.2M+$28.2M
- FortinetFTNT355,909 shares · 2.0% of their software · price +$12.8M$48.9M−$6.3M
- SalesforceCRM244,126 shares · 1.8% of their software · price +$10.6M$45.7M+$12.4M
- WorkdayWDAY227,414 shares · 1.7% of their software · price +$13.0M$42.6M+$22.6M
- FactSetFDS129,103 shares · 1.7% of their software · price +$8.8M$42.4M−$17.7M
- Palo Alto NetworksPANW178,478 shares · 1.6% of their software · price +$11.7M$41.0M+$26.6M
- SynopsysSNPS180,226 shares · 1.4% of their software · price +$11.9M$35.1M+$8.3M
- GoDaddyGDDY462,399 shares · 1.4% of their software · price +$7.5M$33.9M+$17.2M
- AkamaiAKAM313,936 shares · 1.4% of their software · price +$4.9M$33.6M+$24.7M
- ProgressPRGS796,864 shares · 1.2% of their software · price +$5.4M$30.9M−$1.9M
- QualysQLYS248,796 shares · 1.0% of their software · price +$4.2M$25.9M+$510K
- SPS CommerceSPSC315,527 shares · 1.0% of their software · price +$9.0M$23.7M+$3.3M
- Manhattan AssociatesMANH249,007 shares · 0.9% of their software · price +$11.1M$23.5M−$3.9M
- Uber Technologies, Inc.UBER750,158 shares · 0.9% of their software · price +$2.4M$23.3M+$20.2M
- OpenTextOTEX501,946 shares · 0.9% of their software · price +$3.8M$21.2M−$21.1M
- Automatic Data Processing, Inc.ADP131,203 shares · 0.8% of their software · price +$1.6M$19.5M+$13.2M
- ShopifySHOP19,491 shares · 0.7% of their software · price +$10.4M$18.5M+$7.5M
- Fair IsaacFICO43,372 shares · 0.7% of their software · price +$4.8M$18.1M−$8.8M
- WixWIX70,214 shares · 0.7% of their software · price +$10.9M$18.0M+$4.9M
- EVERTEC, Inc.EVTC625,753 shares · 0.7% of their software · price +$3.4M$17.6M−$3.1M
- Tyler TechnologiesTYL48,427 shares · 0.7% of their software · price +$2.4M$16.8M+$6.9M
- BoxBOX714,500 shares · 0.6% of their software · price +$4.8M$14.8M+$7.5M
- Euronet Worldwide, Inc.EEFT152,888 shares · 0.6% of their software · price +$1.5M$14.6M+$5.7M
- OktaOKTA64,783 shares · 0.5% of their software · price +$5.1M$13.0MNew · +$7.9M
- Gen DigitalGEN630,662 shares · 0.5% of their software · price +$706K$12.5M+$11.1M
- ZscalerZS109,029 shares · 0.5% of their software · price +$5.3M$11.9M+$2.7M
- ElasticESTC125,309 shares · 0.5% of their software · price +$4.6M$11.6M+$6.1M
- FastlyFSLY134,997 shares · 0.5% of their software · price +$8.9M$11.5M+$1.8M
- CommvaultCVLT294,423 shares · 0.5% of their software · price −$524K$11.4M+$2.8M
- Digital TurbineAPPS886,328 shares · 0.4% of their software · price +$7.3M$11.1M−$813K
- DropboxDBX509,520 shares · 0.4% of their software · price +$1.9M$11.1M−$3.1M
- MongoDBMDB46,530 shares · 0.4% of their software · price +$4.2M$10.5MNew · +$6.4M
- TenableTENB350,768 shares · 0.4% of their software · price +$2.8M$10.5M+$5.0M
- NutanixNTNX411,896 shares · 0.4% of their software · price +$3.3M$9.8MNew · +$6.5M
- WorkivaWK179,280 shares · 0.4% of their software · price +$3.8M$9.6M+$3.2M
- Block, Inc.XYZ89,588 shares · 0.4% of their software · price +$4.7M$9.4M+$4.1M
- ServiceNowNOW22,887 shares · 0.4% of their software · price +$2.7M$9.3M+$968K
- PaylocityPCTY61,350 shares · 0.4% of their software · price +$3.5M$9.0M+$952K
- PaycomPAYC28,782 shares · 0.4% of their software · price +$3.1M$8.9M−$908K
- CrowdStrikeCRWD84,477 shares · 0.3% of their software · price +$3.8M$8.5M+$4.4M
- TwilioTWLO38,499 shares · 0.3% of their software · price +$5.0M$8.4M−$1.4M
- DocuSignDOCU48,725 shares · 0.3% of their software · price +$3.9M$8.4M+$2.0M
- LiveRamp Holdings, Inc.RAMP194,854 shares · 0.3% of their software · price +$1.9M$8.3MNew · +$6.4M
- YextYEXT481,228 shares · 0.3% of their software · price +$3.1M$8.0MNew · +$4.9M
- NetApp, Inc.NTAP177,322 shares · 0.3% of their software$7.9M+$5.8M
- Bandwidth Inc.BAND61,582 shares · 0.3% of their software · price +$3.7M$7.8MNew · +$4.1M
- VeevaVEEV32,976 shares · 0.3% of their software · price +$2.6M$7.7MFlat
- RingCentralRNG26,134 shares · 0.3% of their software · price +$1.9M$7.4M+$864K
- CoStarCSGP10,093 shares · 0.3% of their software · price +$1.2M$7.2MFlat
- VaronisVRNS79,097 shares · 0.3% of their software · price +$2.0M$7.0M+$4.2M
- Paychex, Inc.PAYX90,971 shares · 0.3% of their software · price +$1.2M$6.9M+$5.0M
- Upbound Group, Inc.UPBD244,667 shares · 0.3% of their software · price +$3.3M$6.8MFlat
- HubSpotHUBS30,255 shares · 0.3% of their software · price +$2.8M$6.8M+$1.1M
- Fiserv, Inc.FISV68,739 shares · 0.3% of their software$6.7M+$6.0M
- PagSeguro Digital Ltd.PAGS188,523 shares · 0.3% of their software · price +$3.0M$6.7M+$3.0M
- AppFolioAPPF38,540 shares · 0.3% of their software · price +$2.0M$6.3M+$2.9M
- The Trade DeskTTD15,273 shares · 0.2% of their software · price +$3.3M$6.2M+$2.4M
- F5, Inc.FFIV42,957 shares · 0.2% of their software · price +$1.4M$6.0M−$8.4M
- StoneCo Ltd.STNE151,721 shares · 0.2% of their software · price +$2.6M$5.9MNew · +$3.3M
- NetScout Systems, Inc.NTCT224,727 shares · 0.2% of their software$5.7MNew · +$5.3M
- GuidewireGWRE50,655 shares · 0.2% of their software · price +$1.6M$5.6M+$2.1M
- Rapid7RPD107,237 shares · 0.2% of their software · price +$825K$5.5M+$2.5M
- Five9FIVN48,660 shares · 0.2% of their software · price +$1.7M$5.4MNew · +$3.7M
- 8x8EGHT327,497 shares · 0.2% of their software$5.2M—
- CloudflareNET135,720 shares · 0.2% of their software · price +$1.7M$4.9MNew · +$3.2M
- PagerDutyPD170,015 shares · 0.2% of their software · price +$1.9M$4.9M+$2.8M
- BroadridgeBR37,889 shares · 0.2% of their software · price +$1.2M$4.8M+$3.0M
- DynatraceDT117,386 shares · 0.2% of their software · price +$2.0M$4.8M+$1.6M
- Roper Technologies, Inc.ROP12,101 shares · 0.2% of their software · price +$925K$4.7M+$2.6M
- BlackLineBL48,473 shares · 0.2% of their software · price +$1.5M$4.0M+$782K
- Q2QTWO43,947 shares · 0.2% of their software · price +$1.2M$3.8MNew · +$2.6M
- Strategy IncMSTR30,558 shares · 0.1% of their software$3.6MNew · +$3.6M
- DatadogDDOG39,508 shares · 0.1% of their software · price +$2.0M$3.4M+$1.1M
- Lyft, Inc.LYFT103,517 shares · 0.1% of their software · price +$638K$3.4M+$2.2M
- PegasystemsPEGA32,573 shares · 0.1% of their software · price +$975K$3.3MNew · +$2.3M
- MorningstarMORN23,186 shares · 0.1% of their software · price +$573K$3.3M+$2.5M
- Alarm.com Holdings, Inc.ALRM49,932 shares · 0.1% of their software · price +$1.3M$3.2MFlat
- BlackbaudBLKB44,361 shares · 0.1% of their software$2.5M−$3.1M
- ACI WorldwideACIW89,447 shares · 0.1% of their software$2.4MFlat
- Amdocs LimitedDOX32,210 shares · 0.1% of their software$2.0MFlat
- WEX Inc.WEX11,419 shares · 0.1% of their software · price +$690K$1.9M−$2.8M
- BlackBerry LimitedBB299,045 shares · 0.1% of their software$1.5MNew · +$1.2M
- SchrödingerSDGR15,593 shares · 0.1% of their software · price +$755K$1.4MNew · +$672K
- VeriskVRSK8,048 shares · 0.1% of their software$1.4M−$541K
- BILLBILL13,905 shares · 0.1% of their software · price +$779K$1.3MNew · Flat
- Sabre CorporationSABR53,848 shares · 0.0% of their software$434K−$1.1M
- A10 Networks, Inc.ATEN24,135 shares · 0.0% of their software$165KNew · Flat
- International Money Express, Inc.IMXI10,855 shares · 0.0% of their software$135KFlat