Generalist · London, United Kingdom
Man Group
Q3 2020 · compared with Q2 2020
Filed as Man Group PLC
- Software
- $2.8B
- Weight of 13F
- 11.5%
- Names
- 107
- Net bought
- +$189M
Filed 16 November 2020 · SEC filing.
1,698 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
- MicrosoftMSFT3,014,565 shares · 22.3% of their software · price +$20.6M$634M−$60.7M
- IntuitINTU738,042 shares · 8.5% of their software · price +$22.2M$241M+$35.2M
- AdobeADBE390,644 shares · 6.7% of their software · price +$21.5M$192M+$48.2M
- OracleORCL2,370,643 shares · 5.0% of their software · price +$10.5M$142M+$64.9M
- VeriSign, Inc.VRSN634,243 shares · 4.6% of their software · price −$1.3M$130M+$39.1M
- CadenceCDNS1,096,110 shares · 4.1% of their software · price +$11.7M$117M−$38.6M
- Check PointCHKP691,146 shares · 2.9% of their software · price +$8.9M$83.2M+$10.9M
- AutodeskADSK297,807 shares · 2.4% of their software · price −$2.4M$68.8M+$3.8M
- Gen DigitalGEN3,256,856 shares · 2.4% of their software · price +$3.3M$67.9M+$52.1M
- GoDaddyGDDY864,943 shares · 2.3% of their software · price +$2.3M$65.7M+$29.5M
- ShopifySHOP55,178 shares · 2.0% of their software · price +$4.1M$56.4M+$33.9M
- FortinetFTNT468,969 shares · 1.9% of their software · price −$9.1M$55.2M+$15.5M
- Uber Technologies, Inc.UBER1,462,522 shares · 1.9% of their software · price +$7.9M$53.4M+$22.1M
- SynopsysSNPS226,212 shares · 1.7% of their software · price +$4.3M$48.4M+$9.0M
- ProgressPRGS1,017,148 shares · 1.3% of their software · price −$2.1M$37.3M+$8.5M
- FactSetFDS108,864 shares · 1.3% of their software · price +$698K$36.5M−$6.6M
- SS&CSSNC585,849 shares · 1.2% of their software · price +$2.4M$35.5MNew · +$33.1M
- AkamaiAKAM311,506 shares · 1.2% of their software · price +$1.1M$34.4MFlat
- Fair IsaacFICO70,672 shares · 1.1% of their software · price +$519K$30.1M+$11.4M
- Manhattan AssociatesMANH298,709 shares · 1.0% of their software$28.5M+$4.7M
- WorkdayWDAY129,240 shares · 1.0% of their software · price +$3.6M$27.8M−$18.4M
- EVERTEC, Inc.EVTC799,428 shares · 1.0% of their software · price +$5.3M$27.7M+$4.9M
- SPS CommerceSPSC352,860 shares · 1.0% of their software · price +$970K$27.5M+$2.8M
- SalesforceCRM102,732 shares · 0.9% of their software · price +$6.6M$25.8M−$26.5M
- QualysQLYS259,894 shares · 0.9% of their software · price −$1.6M$25.5M+$1.2M
- DropboxDBX1,162,363 shares · 0.8% of their software · price −$2.9M$22.4M+$14.2M
- Digital TurbineAPPS671,208 shares · 0.8% of their software · price +$13.5M$22.0M−$2.7M
- ZoomZM45,476 shares · 0.8% of their software · price +$9.8M$21.4M−$40.7M
- Automatic Data Processing, Inc.ADP148,608 shares · 0.7% of their software · price −$1.4M$20.7M+$2.6M
- OpenTextOTEX476,453 shares · 0.7% of their software$20.1M−$1.1M
- WixWIX68,096 shares · 0.6% of their software$17.4M−$543K
- BoxBOX953,769 shares · 0.6% of their software · price −$3.2M$16.6M+$5.0M
- CommvaultCVLT343,601 shares · 0.5% of their software · price +$722K$14.0M+$1.9M
- Euronet Worldwide, Inc.EEFT147,388 shares · 0.5% of their software · price −$696K$13.4M−$527K
- Tyler TechnologiesTYL35,401 shares · 0.4% of their software$12.3M−$4.5M
- Paychex, Inc.PAYX150,886 shares · 0.4% of their software · price +$607K$12.0M+$4.5M
- VeriskVRSK63,834 shares · 0.4% of their software · price +$965K$11.8M+$9.5M
- VeevaVEEV40,797 shares · 0.4% of their software · price +$1.9M$11.5M+$1.8M
- TenableTENB298,622 shares · 0.4% of their software · price +$2.4M$11.3M−$1.6M
- Lyft, Inc.LYFT401,158 shares · 0.4% of their software · price −$2.2M$11.1M+$9.8M
- PaycomPAYC34,034 shares · 0.4% of their software$10.6M+$1.6M
- Roper Technologies, Inc.ROP25,151 shares · 0.3% of their software$9.9M+$5.1M
- PaylocityPCTY59,951 shares · 0.3% of their software · price +$931K$9.7MFlat
- Fiserv, Inc.FISV92,676 shares · 0.3% of their software · price +$503K$9.6M+$2.3M
- CoStarCSGP11,095 shares · 0.3% of their software · price +$1.5M$9.4M+$712K
- WorkivaWK162,749 shares · 0.3% of their software$9.1M−$884K
- DynatraceDT219,327 shares · 0.3% of their software$9.0M+$4.1M
- Palo Alto NetworksPANW36,660 shares · 0.3% of their software · price +$553K$9.0M−$32.6M
- ServiceNowNOW18,498 shares · 0.3% of their software · price +$1.5M$9.0M−$1.8M
- BroadridgeBR66,631 shares · 0.3% of their software$8.8M+$3.6M
- ZscalerZS60,317 shares · 0.3% of their software · price +$1.9M$8.5M−$5.3M
- Block, Inc.XYZ51,710 shares · 0.3% of their software · price +$3.0M$8.4M−$4.0M
- OktaOKTA38,838 shares · 0.3% of their software · price +$529K$8.3M−$5.2M
- TwilioTWLO33,391 shares · 0.3% of their software · price +$924K$8.3M−$1.1M
- Upbound Group, Inc.UPBD244,567 shares · 0.3% of their software · price +$506K$7.3MFlat
- Simulations PlusSLP94,928 shares · 0.3% of their software · price +$1.5M$7.2MNew · +$5.7M
- MongoDBMDB30,731 shares · 0.3% of their software$7.1M−$3.6M
- Bandwidth Inc.BAND38,106 shares · 0.2% of their software · price +$1.8M$6.7M−$3.0M
- MorningstarMORN40,322 shares · 0.2% of their software · price +$792K$6.5M+$2.4M
- StoneCo Ltd.STNE122,384 shares · 0.2% of their software · price +$1.7M$6.5M−$1.1M
- VaronisVRNS55,929 shares · 0.2% of their software · price +$1.5M$6.5M−$2.0M
- HubSpotHUBS21,716 shares · 0.2% of their software · price +$1.5M$6.3M−$1.9M
- FastlyFSLY67,038 shares · 0.2% of their software · price +$573K$6.3M−$5.8M
- YextYEXT408,029 shares · 0.2% of their software · price −$583K$6.2M−$1.2M
- Alarm.com Holdings, Inc.ALRM111,038 shares · 0.2% of their software · price −$1.1M$6.1M+$4.0M
- Strategy IncMSTR39,847 shares · 0.2% of their software · price +$1.3M$6.0M+$1.1M
- ElasticESTC54,898 shares · 0.2% of their software · price +$861K$5.9M−$6.5M
- 8x8EGHT359,293 shares · 0.2% of their software$5.6M—
- CloudflareNET135,830 shares · 0.2% of their software · price +$694K$5.6MFlat
- RingCentralRNG19,836 shares · 0.2% of their software$5.4M−$1.8M
- PegasystemsPEGA42,766 shares · 0.2% of their software · price +$850K$5.2M+$1.0M
- Rapid7RPD83,700 shares · 0.2% of their software · price +$855K$5.1M−$1.2M
- Q2QTWO55,699 shares · 0.2% of their software$5.1M+$1.0M
- The Trade DeskTTD9,511 shares · 0.2% of their software · price +$1.1M$4.9M−$2.3M
- DocuSignDOCU22,051 shares · 0.2% of their software · price +$949K$4.7M−$4.6M
- LiveRamp Holdings, Inc.RAMP86,917 shares · 0.2% of their software · price +$808K$4.5M−$4.6M
- CrowdStrikeCRWD30,289 shares · 0.1% of their software · price +$1.1M$4.2M−$5.4M
- GuidewireGWRE37,948 shares · 0.1% of their software$4.0M−$1.4M
- Five9FIVN30,061 shares · 0.1% of their software · price +$571K$3.9M−$2.1M
- BlackLineBL41,814 shares · 0.1% of their software$3.7M−$552K
- BILLBILL33,872 shares · 0.1% of their software$3.4M+$1.8M
- PagerDutyPD109,926 shares · 0.1% of their software$3.0M−$1.7M
- PagSeguro Digital Ltd.PAGS77,261 shares · 0.1% of their software$2.9M−$3.9M
- PTCPTC34,910 shares · 0.1% of their software$2.9MNew · +$2.7M
- F5, Inc.FFIV21,461 shares · 0.1% of their software$2.6M−$3.0M
- Amdocs LimitedDOX44,342 shares · 0.1% of their software$2.5M+$739K
- AppFolioAPPF17,686 shares · 0.1% of their software$2.5M−$3.4M
- TeradataTDC108,198 shares · 0.1% of their software$2.5MNew · +$2.3M
- BlackbaudBLKB43,912 shares · 0.1% of their software$2.5MFlat
- BlackBerry LimitedBB458,841 shares · 0.1% of their software$2.1M+$781K
- InterDigital, Inc.IDCC35,545 shares · 0.1% of their software$2.0MNew · +$2.0M
- Sabre CorporationSABR291,475 shares · 0.1% of their software$1.9M+$1.9M
- WEX Inc.WEX13,262 shares · 0.1% of their software$1.8MFlat
- ACI WorldwideACIW60,237 shares · 0.1% of their software$1.6M−$788K
- NetScout Systems, Inc.NTCT54,750 shares · 0.0% of their software$1.2M−$4.3M
- DescartesDSGX17,806 shares · 0.0% of their software$1.0MNew · +$942K
- PhreesiaPHR30,981 shares · 0.0% of their software$996KNew · +$876K
- MagniteMGNI130,651 shares · 0.0% of their software$908KNew · +$871K
- ZoomInfoZI20,147 shares · 0.0% of their software$866KNew
- A10 Networks, Inc.ATEN134,991 shares · 0.0% of their software$860K+$755K
- DatadogDDOG7,700 shares · 0.0% of their software$787K−$2.8M
- NetApp, Inc.NTAP17,128 shares · 0.0% of their software$751K−$7.1M
- SchrödingerSDGR8,947 shares · 0.0% of their software$425K−$609K
- SnowflakeSNOW1,666 shares · 0.0% of their software$418KNew · Flat
- TrimbleTRMB4,747 shares · 0.0% of their software$231KNew · Flat
- Tucows Inc.TCX3,003 shares · 0.0% of their software$207KNew · Flat
- International Money Express, Inc.IMXI11,455 shares · 0.0% of their software$165KFlat