Generalist · London, United Kingdom
Man Group
Q1 2022 · compared with Q4 2021
Filed as Man Group PLC
- Software
- $2.8B
- Weight of 13F
- 10.4%
- Names
- 116
- Net bought
- −$142M
Filed 16 May 2022 · SEC filing.
Call exposure on these names is $3.0M across 15 lines. Calls are not in the stock total.
1,895 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
- MicrosoftMSFT3,088,990 shares · 33.4% of their software · price −$86.5M$952M+$61.6M
- SynopsysSNPS665,541 shares · 7.8% of their software · price −$23.4M$222M+$64.0M
- CadenceCDNS1,129,841 shares · 6.5% of their software · price −$24.7M$186M+$16.9M
- IntuitINTU260,476 shares · 4.4% of their software · price −$42.3M$125M−$56.3M
- VeevaVEEV504,218 shares · 3.8% of their software · price −$21.7M$107M+$6.7M
- AdobeADBE227,255 shares · 3.6% of their software · price −$25.3M$104M−$80.6M
- PaycomPAYC258,447 shares · 3.1% of their software · price −$17.8M$89.5M−$22.0M
- ServiceNowNOW157,501 shares · 3.1% of their software · price −$14.5M$87.7M−$67.3M
- SalesforceCRM324,171 shares · 2.4% of their software · price −$13.6M$68.8M−$13.8M
- SnowflakeSNOW287,956 shares · 2.3% of their software · price −$31.6M$66.0M+$85.8M
- WorkdayWDAY216,109 shares · 1.8% of their software · price −$7.3M$51.8M+$23.8M
- TwilioTWLO276,806 shares · 1.6% of their software · price −$27.3M$45.6M+$67.7M
- SS&CSSNC543,031 shares · 1.4% of their software · price −$3.8M$40.7M−$30.5M
- ZoomInfoZI603,899 shares · 1.3% of their software$36.1M—
- FactSetFDS66,827 shares · 1.0% of their software · price −$3.5M$29.0M+$2.6M
- Lyft, Inc.LYFT718,294 shares · 1.0% of their software · price −$3.1M$27.6M+$2.2M
- OracleORCL322,099 shares · 0.9% of their software · price −$1.4M$26.6M+$9.9M
- Automatic Data Processing, Inc.ADP113,998 shares · 0.9% of their software · price −$2.2M$25.9M−$1.6M
- AkamaiAKAM213,339 shares · 0.9% of their software · price +$501K$25.5M+$3.8M
- Manhattan AssociatesMANH180,278 shares · 0.9% of their software · price −$3.0M$25.0M+$2.5M
- VeriSign, Inc.VRSN81,278 shares · 0.6% of their software · price −$2.5M$18.1M+$17.5M
- AutodeskADSK83,218 shares · 0.6% of their software · price −$5.6M$17.8M−$24.0M
- SPS CommerceSPSC133,743 shares · 0.6% of their software · price −$1.5M$17.5M−$2.1M
- HubSpotHUBS36,540 shares · 0.6% of their software · price −$6.7M$17.4M+$10.4M
- EVERTEC, Inc.EVTC415,371 shares · 0.6% of their software · price −$3.8M$17.0M−$2.8M
- Uber Technologies, Inc.UBER462,291 shares · 0.6% of their software · price −$2.9M$16.5M−$13.4M
- Check PointCHKP113,054 shares · 0.5% of their software · price +$2.5M$15.6M−$66.4M
- CoStarCSGP229,530 shares · 0.5% of their software · price −$2.9M$15.3M−$7.4M
- ShopifySHOP21,880 shares · 0.5% of their software · price −$15.3M$14.8M−$46.1M
- ZscalerZS60,996 shares · 0.5% of their software · price −$4.9M$14.7M+$18.0M
- DescartesDSGX188,441 shares · 0.5% of their software · price −$1.8M$13.8M+$4.8M
- QualysQLYS90,227 shares · 0.5% of their software$12.8M−$864K
- DynatraceDT264,971 shares · 0.4% of their software · price −$3.5M$12.5M−$2.9M
- CommvaultCVLT180,976 shares · 0.4% of their software$12.0M+$707K
- PaylocityPCTY57,552 shares · 0.4% of their software · price −$1.7M$11.8M−$7.8M
- Fiserv, Inc.FISV109,830 shares · 0.4% of their software$11.1M+$6.1M
- RingCentralRNG91,897 shares · 0.4% of their software · price −$6.4M$10.8M+$3.9M
- Roper Technologies, Inc.ROP22,776 shares · 0.4% of their software$10.8M+$3.1M
- MorningstarMORN39,325 shares · 0.4% of their software · price −$2.7M$10.7M+$2.7M
- CloudflareNET89,645 shares · 0.4% of their software · price −$1.1M$10.7M+$5.3M
- Block, Inc.XYZ76,460 shares · 0.4% of their software · price −$2.0M$10.4M+$1.9M
- VeriskVRSK46,264 shares · 0.3% of their software · price −$652K$9.9M−$20.0M
- Global-EGLBE293,832 shares · 0.3% of their software · price −$8.7M$9.9M+$11.8M
- DropboxDBX410,737 shares · 0.3% of their software · price −$530K$9.5MFlat
- CrowdStrikeCRWD41,954 shares · 0.3% of their software · price +$937K$9.5M−$27.1M
- ZoomZM74,468 shares · 0.3% of their software · price −$5.0M$8.7M−$8.0M
- TrimbleTRMB98,657 shares · 0.2% of their software · price −$1.5M$7.1M+$3.0M
- Euronet Worldwide, Inc.EEFT50,494 shares · 0.2% of their software · price +$554K$6.6M+$3.2M
- StoneCo Ltd.STNE536,331 shares · 0.2% of their software · price −$2.8M$6.3M+$7.5M
- Upbound Group, Inc.UPBD246,218 shares · 0.2% of their software · price −$5.6M$6.2M+$11.5M
- CourseraCOUR262,016 shares · 0.2% of their software$6.0M+$4.5M
- FortinetFTNT17,579 shares · 0.2% of their software$6.0M−$15.3M
- TeradataTDC118,317 shares · 0.2% of their software · price +$807K$5.8MFlat
- PTCPTC49,760 shares · 0.2% of their software · price −$668K$5.4M−$5.9M
- UiPathPATH246,354 shares · 0.2% of their software · price −$5.3M$5.3M+$9.9M
- Fair IsaacFICO11,325 shares · 0.2% of their software$5.3M−$4.5M
- BoxBOX176,485 shares · 0.2% of their software · price +$507K$5.1M−$2.5M
- WorkivaWK42,546 shares · 0.2% of their software · price −$531K$5.0M−$2.1M
- NetApp, Inc.NTAP57,530 shares · 0.2% of their software · price −$517K$4.8M−$6.8M
- Radware Ltd.RDWR134,400 shares · 0.2% of their software · price −$1.3M$4.3MFlat
- DatadogDDOG26,406 shares · 0.1% of their software · price −$703K$4.0MNew · +$4.7M
- OpenTextOTEX91,938 shares · 0.1% of their software$3.9M−$36.2M
- Tyler TechnologiesTYL8,059 shares · 0.1% of their software · price −$750K$3.6MFlat
- DoximityDOCS67,387 shares · 0.1% of their software$3.5M+$1.0M
- Sprout SocialSPT43,463 shares · 0.1% of their software$3.5M+$3.2M
- BroadridgeBR22,248 shares · 0.1% of their software · price −$603K$3.5M−$7.9M
- FastlyFSLY196,336 shares · 0.1% of their software · price −$3.5M$3.4MNew · +$7.0M
- The Trade DeskTTD48,397 shares · 0.1% of their software · price −$1.1M$3.4M−$3.9M
- Palo Alto NetworksPANW5,306 shares · 0.1% of their software$3.3M−$6.6M
- OktaOKTA21,676 shares · 0.1% of their software · price −$1.6M$3.3M+$3.7M
- AsanaASAN78,070 shares · 0.1% of their software · price −$2.7M$3.1M+$4.1M
- Amdocs LimitedDOX36,486 shares · 0.1% of their software$3.0M+$696K
- DocuSignDOCU27,434 shares · 0.1% of their software · price −$1.2M$2.9M−$2.5M
- Alarm.com Holdings, Inc.ALRM43,802 shares · 0.1% of their software · price −$804K$2.9MFlat
- Five9FIVN24,167 shares · 0.1% of their software · price −$651K$2.7MFlat
- Cognyte Software Ltd.CGNT235,404 shares · 0.1% of their software · price −$1.0M$2.7M+$3.5M
- DigitalOceanDOCN45,880 shares · 0.1% of their software · price −$1.0M$2.7MNew · +$3.7M
- PegasystemsPEGA31,470 shares · 0.1% of their software · price −$981K$2.5M+$1.1M
- LiveRamp Holdings, Inc.RAMP67,589 shares · 0.1% of their software · price −$714K$2.5MFlat
- MongoDBMDB5,565 shares · 0.1% of their software$2.5M+$1.3M
- F5, Inc.FFIV8,228 shares · 0.1% of their software$1.7MFlat
- ProgressPRGS34,868 shares · 0.1% of their software$1.6M−$16.5M
- Paychex, Inc.PAYX11,668 shares · 0.1% of their software$1.6M−$12.7M
- AppFolioAPPF12,082 shares · 0.0% of their software$1.4MFlat
- C3.aiAI60,002 shares · 0.0% of their software · price −$513K$1.4M+$1.1M
- InterDigital, Inc.IDCC17,559 shares · 0.0% of their software$1.1MFlat
- Q2QTWO15,744 shares · 0.0% of their software$971K−$643K
- DoceboDCBO18,500 shares · 0.0% of their software$957K−$2.5M
- Telos CorporationTLS90,000 shares · 0.0% of their software$897KNew · +$1.4M
- Sabre CorporationSABR73,507 shares · 0.0% of their software$840KNew · +$631K
- GoDaddyGDDY9,864 shares · 0.0% of their software$826K+$599K
- Materialise NVMTLS42,062 shares · 0.0% of their software$814KNew · +$1.0M
- DLocal LimitedDLO24,779 shares · 0.0% of their software$775KFlat
- WEX Inc.WEX4,317 shares · 0.0% of their software$770KFlat
- Rapid7RPD6,658 shares · 0.0% of their software$741K−$657K
- Gen DigitalGEN27,587 shares · 0.0% of their software$731K−$4.8M
- ACI WorldwideACIW23,101 shares · 0.0% of their software$727K−$582K
- Rackspace Technology, Inc.RXT63,282 shares · 0.0% of their software$706K+$509K
- BlackbaudBLKB11,155 shares · 0.0% of their software$668K−$4.3M
- Digital TurbineAPPS13,103 shares · 0.0% of their software$574KFlat
- NutanixNTNX20,580 shares · 0.0% of their software$552KFlat
- DoubleVerifyDV19,693 shares · 0.0% of their software$496KNew · +$655K
- WixWIX3,845 shares · 0.0% of their software$402K−$2.8M
- Health CatalystHCAT13,240 shares · 0.0% of their software$346KNew · +$525K
- GitLabGTLB6,189 shares · 0.0% of their software$337KNew · +$538K
- International Money Express, Inc.IMXI16,268 shares · 0.0% of their software$335KFlat
- monday.comMNDY1,816 shares · 0.0% of their software$287KFlat
- Red Violet, Inc.RDVT9,957 shares · 0.0% of their software$284KNew · Flat
- Cerence Inc.CRNC6,795 shares · 0.0% of their software$246KFlat
- JFrogFROG8,472 shares · 0.0% of their software$228KNew · Flat
- A10 Networks, Inc.ATEN16,055 shares · 0.0% of their software$224KNew · Flat
- SamsaraIOT13,400 shares · 0.0% of their software$215KNew · Flat
- BrazeBRZE4,988 shares · 0.0% of their software$207KNew · Flat
- DHI Group, Inc.DHX31,545 shares · 0.0% of their software$188KNew · Flat
- Ribbon Communications Inc.RBBN11,400 shares · 0.0% of their software$35KNew · Flat
- PalantirPLTR613 shares · 0.0% of their software$8KFlat