Generalist · London, United Kingdom
Man Group
Q4 2020 · compared with Q3 2020
Filed as Man Group PLC
- Software
- $2.7B
- Weight of 13F
- 12.4%
- Names
- 110
- Net bought
- −$413M
Filed 16 February 2021 · SEC filing.
1,742 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
- MicrosoftMSFT2,880,125 shares · 23.4% of their software · price +$34.8M$641M−$28.3M
- AdobeADBE656,438 shares · 12.0% of their software · price +$6.4M$328M+$130M
- IntuitINTU653,483 shares · 9.1% of their software · price +$35.1M$248M−$27.6M
- OracleORCL1,741,444 shares · 4.1% of their software · price +$8.7M$113M−$37.6M
- Automatic Data Processing, Inc.ADP472,030 shares · 3.0% of their software · price +$17.3M$83.2M+$45.1M
- SynopsysSNPS303,401 shares · 2.9% of their software · price +$13.7M$78.7M+$16.5M
- CadenceCDNS515,598 shares · 2.6% of their software · price +$15.4M$70.3M−$61.9M
- SalesforceCRM312,966 shares · 2.5% of their software · price −$9.0M$69.6M+$52.8M
- Check PointCHKP434,100 shares · 2.1% of their software · price +$5.5M$57.7M−$30.9M
- Uber Technologies, Inc.UBER1,023,058 shares · 1.9% of their software · price +$14.9M$52.2M−$16.0M
- Fiserv, Inc.FISV393,446 shares · 1.6% of their software · price +$4.3M$44.8M+$31.0M
- Gen DigitalGEN2,106,148 shares · 1.6% of their software$43.8M−$24.0M
- FortinetFTNT289,745 shares · 1.6% of their software · price +$8.9M$43.0M−$21.1M
- ShopifySHOP36,012 shares · 1.5% of their software · price +$3.9M$40.8M−$19.6M
- ProgressPRGS854,417 shares · 1.4% of their software · price +$7.3M$38.6M−$6.0M
- ZoomZM111,793 shares · 1.4% of their software · price −$14.8M$37.7M+$31.2M
- VeriSign, Inc.VRSN168,567 shares · 1.3% of their software · price +$1.9M$36.5M−$95.4M
- SPS CommerceSPSC268,863 shares · 1.1% of their software · price +$8.3M$29.2M−$6.5M
- GoDaddyGDDY350,907 shares · 1.1% of their software · price +$2.4M$29.1M−$39.1M
- Fair IsaacFICO40,188 shares · 0.8% of their software · price +$3.4M$20.5M−$13.0M
- AkamaiAKAM185,840 shares · 0.7% of their software · price −$1.0M$19.5M−$13.9M
- EVERTEC, Inc.EVTC475,086 shares · 0.7% of their software · price +$2.2M$18.7M−$11.3M
- HubSpotHUBS45,866 shares · 0.7% of their software · price +$4.8M$18.2M+$7.1M
- QualysQLYS147,864 shares · 0.7% of their software · price +$3.5M$18.0M−$11.0M
- Manhattan AssociatesMANH166,450 shares · 0.6% of their software · price +$1.6M$17.5M−$12.6M
- TenableTENB295,214 shares · 0.6% of their software · price +$4.3M$15.4MFlat
- WorkivaWK164,097 shares · 0.6% of their software · price +$5.9M$15.0MFlat
- BoxBOX823,803 shares · 0.5% of their software · price +$568K$14.9M−$2.3M
- AutodeskADSK48,056 shares · 0.5% of their software · price +$3.6M$14.7M−$57.7M
- CommvaultCVLT263,057 shares · 0.5% of their software · price +$3.8M$14.6M−$3.3M
- CoStarCSGP15,682 shares · 0.5% of their software · price +$1.2M$14.5M+$3.9M
- MorningstarMORN58,715 shares · 0.5% of their software · price +$4.2M$13.6M+$3.0M
- 8x8EGHT391,432 shares · 0.5% of their software$13.5M—
- WorkdayWDAY51,471 shares · 0.5% of their software · price +$1.3M$12.3M−$16.7M
- LiveRamp Holdings, Inc.RAMP158,876 shares · 0.4% of their software · price +$3.4M$11.6M+$3.7M
- WixWIX45,735 shares · 0.4% of their software$11.4M−$5.7M
- CloudflareNET148,222 shares · 0.4% of their software · price +$5.2M$11.3M+$509K
- FastlyFSLY124,660 shares · 0.4% of their software · price −$787K$10.9M+$5.4M
- Tyler TechnologiesTYL24,600 shares · 0.4% of their software · price +$2.2M$10.7M−$3.8M
- BroadridgeBR64,594 shares · 0.4% of their software · price +$1.4M$9.9MFlat
- Palo Alto NetworksPANW26,797 shares · 0.3% of their software · price +$3.0M$9.5M−$2.4M
- OpenTextOTEX202,186 shares · 0.3% of their software · price +$651K$9.2M−$11.6M
- AppianAPPN55,652 shares · 0.3% of their software · price +$5.4M$9.0MNew · +$3.6M
- ZscalerZS45,035 shares · 0.3% of their software · price +$2.7M$9.0M−$2.2M
- SS&CSSNC122,473 shares · 0.3% of their software · price +$1.5M$8.9M−$28.0M
- FactSetFDS26,581 shares · 0.3% of their software$8.8M−$27.6M
- Paychex, Inc.PAYX93,923 shares · 0.3% of their software · price +$1.3M$8.8M−$4.5M
- Upbound Group, Inc.UPBD225,947 shares · 0.3% of their software · price +$1.9M$8.7M−$557K
- VaronisVRNS50,258 shares · 0.3% of their software · price +$2.4M$8.2M−$655K
- MongoDBMDB22,800 shares · 0.3% of their software · price +$2.9M$8.2M−$1.8M
- VeriskVRSK38,958 shares · 0.3% of their software · price +$868K$8.1M−$4.6M
- Lyft, Inc.LYFT163,925 shares · 0.3% of their software · price +$3.5M$8.1M−$6.5M
- Bandwidth Inc.BAND49,596 shares · 0.3% of their software · price −$1.0M$7.6M+$2.0M
- Sabre CorporationSABR601,121 shares · 0.3% of their software · price +$3.3M$7.2M+$2.0M
- OktaOKTA28,126 shares · 0.3% of their software · price +$1.1M$7.2M−$2.3M
- TwilioTWLO20,993 shares · 0.3% of their software · price +$1.9M$7.1M−$3.1M
- SnowflakeSNOW25,184 shares · 0.3% of their software · price +$766K$7.1M+$5.9M
- TrimbleTRMB105,578 shares · 0.3% of their software · price +$1.9M$7.0M+$4.9M
- PaycomPAYC15,378 shares · 0.3% of their software · price +$2.2M$7.0M−$5.8M
- Five9FIVN39,725 shares · 0.3% of their software · price +$1.8M$6.9M+$1.3M
- CrowdStrikeCRWD32,420 shares · 0.3% of their software · price +$2.4M$6.9MFlat
- Rapid7RPD75,928 shares · 0.3% of their software · price +$2.2M$6.8MFlat
- ElasticESTC46,240 shares · 0.2% of their software · price +$1.8M$6.8M−$934K
- Block, Inc.XYZ30,917 shares · 0.2% of their software · price +$1.7M$6.7M−$3.4M
- StoneCo Ltd.STNE76,590 shares · 0.2% of their software · price +$2.4M$6.4M−$2.4M
- YextYEXT401,943 shares · 0.2% of their software$6.3MFlat
- BILLBILL45,661 shares · 0.2% of their software · price +$1.7M$6.2M+$1.2M
- Q2QTWO48,229 shares · 0.2% of their software · price +$1.7M$6.1M−$682K
- PagerDutyPD142,749 shares · 0.2% of their software · price +$2.1M$6.0M+$890K
- PagSeguro Digital Ltd.PAGS97,487 shares · 0.2% of their software · price +$1.9M$5.5M+$763K
- PegasystemsPEGA40,604 shares · 0.2% of their software$5.4MFlat
- TeradataTDC237,687 shares · 0.2% of their software$5.3M+$2.9M
- DynatraceDT123,325 shares · 0.2% of their software$5.3M−$3.9M
- Simulations PlusSLP73,243 shares · 0.2% of their software$5.3M−$1.6M
- DocuSignDOCU23,351 shares · 0.2% of their software$5.2MFlat
- ZoomInfoZI106,776 shares · 0.2% of their software$5.1M—
- PaylocityPCTY24,751 shares · 0.2% of their software · price +$1.1M$5.1M−$5.7M
- PTCPTC42,387 shares · 0.2% of their software · price +$1.6M$5.1M+$618K
- Alarm.com Holdings, Inc.ALRM48,772 shares · 0.2% of their software · price +$2.4M$5.0M−$3.4M
- Commerce.com, Inc.CMRC77,002 shares · 0.2% of their software · price −$1.5M$4.9MNew · +$6.4M
- PalantirPLTR190,593 shares · 0.2% of their software · price +$2.7M$4.5MNew · +$1.8M
- Roper Technologies, Inc.ROP10,157 shares · 0.2% of their software$4.4M−$5.9M
- Digital TurbineAPPS74,678 shares · 0.2% of their software · price +$1.8M$4.2M−$19.5M
- The Trade DeskTTD5,184 shares · 0.2% of their software · price +$1.5M$4.2MSplit
- RingCentralRNG9,546 shares · 0.1% of their software · price +$996K$3.6M−$2.8M
- VeevaVEEV12,595 shares · 0.1% of their software$3.4M−$7.9M
- BlackLineBL25,329 shares · 0.1% of their software · price +$1.1M$3.4M−$1.5M
- GuidewireGWRE24,145 shares · 0.1% of their software · price +$591K$3.1M−$1.4M
- A10 Networks, Inc.ATEN311,205 shares · 0.1% of their software · price +$1.1M$3.1M+$1.1M
- DropboxDBX135,160 shares · 0.1% of their software$3.0M−$19.8M
- ServiceNowNOW5,195 shares · 0.1% of their software$2.9M−$6.5M
- Euronet Worldwide, Inc.EEFT18,386 shares · 0.1% of their software · price +$990K$2.7M−$11.8M
- Amdocs LimitedDOX37,222 shares · 0.1% of their software · price +$503K$2.6MFlat
- AppFolioAPPF14,329 shares · 0.1% of their software · price +$548K$2.6MFlat
- eGain CorporationEGAN190,319 shares · 0.1% of their software$2.2MNew · +$2.7M
- UnityU14,313 shares · 0.1% of their software · price +$947K$2.2MNew · +$1.2M
- BlackbaudBLKB35,122 shares · 0.1% of their software$2.0MFlat
- BlackBerry LimitedBB292,068 shares · 0.1% of their software · price +$596K$1.9M−$765K
- NetApp, Inc.NTAP25,818 shares · 0.1% of their software · price +$578K$1.7MFlat
- SchrödingerSDGR19,817 shares · 0.1% of their software · price +$628K$1.6M+$516K
- InterDigital, Inc.IDCC21,550 shares · 0.0% of their software$1.3M−$799K
- ACI WorldwideACIW25,206 shares · 0.0% of their software$968K−$915K
- DatadogDDOG6,059 shares · 0.0% of their software$596KFlat
- Rackspace Technology, Inc.RXT31,273 shares · 0.0% of their software$596KNew · +$603K
- Mitek Systems, Inc.MITK22,800 shares · 0.0% of their software$405KNew · Flat
- MagniteMGNI9,765 shares · 0.0% of their software$300K−$840K
- OneSpan Inc.OSPN11,683 shares · 0.0% of their software$242KNew · Flat
- PhreesiaPHR4,100 shares · 0.0% of their software$223K−$864K
- Thryv Holdings, Inc.THRY11,502 shares · 0.0% of their software$155KNew · Flat
- Rimini Street, Inc.RMNI18,600 shares · 0.0% of their software$82KNew · Flat