Generalist · London, United Kingdom
Man Group
Q4 2022 · compared with Q3 2022
Filed as Man Group PLC
- Software
- $2.5B
- Weight of 13F
- 9.3%
- Names
- 114
- Net bought
- +$435M
Filed 14 February 2023 · SEC filing.
1,858 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
- MicrosoftMSFT2,187,606 shares · 21.2% of their software · price +$15.1M$525M−$7.8M
- SynopsysSNPS903,879 shares · 11.6% of their software · price +$12.5M$289M+$93.6M
- CadenceCDNS1,670,222 shares · 10.8% of their software · price −$4.7M$268M+$77.5M
- Automatic Data Processing, Inc.ADP704,844 shares · 6.8% of their software · price +$8.9M$168M+$22.1M
- AdobeADBE343,788 shares · 4.7% of their software · price +$21.1M$116M+$13.6M
- PaycomPAYC351,585 shares · 4.4% of their software · price −$6.9M$109M+$69.4M
- AutodeskADSK347,958 shares · 2.6% of their software$65.0M+$18.4M
- VeevaVEEV333,067 shares · 2.2% of their software · price −$1.2M$53.8M+$47.6M
- Lyft, Inc.LYFT4,554,772 shares · 2.0% of their software · price −$9.8M$50.2M+$19.3M
- Uber Technologies, Inc.UBER1,997,807 shares · 2.0% of their software · price −$3.5M$49.4M+$33.7M
- WorkdayWDAY280,888 shares · 1.9% of their software · price +$4.2M$47.0M−$7.0M
- ServiceNowNOW118,550 shares · 1.9% of their software · price +$1.3M$46.0M+$24.0M
- PaylocityPCTY187,721 shares · 1.5% of their software · price −$8.9M$36.5M+$42.9M
- FortinetFTNT713,643 shares · 1.4% of their software$34.9M−$25.2M
- ZscalerZS296,385 shares · 1.3% of their software · price −$15.6M$33.2M+$34.5M
- IntuitINTU82,518 shares · 1.3% of their software$32.1M−$32.7M
- DocuSignDOCU457,478 shares · 1.0% of their software · price +$892K$25.4M+$14.9M
- ShopifySHOP722,740 shares · 1.0% of their software · price +$5.6M$25.1M+$12.8M
- DropboxDBX1,058,616 shares · 1.0% of their software · price +$1.8M$23.7M+$3.3M
- SalesforceCRM162,313 shares · 0.9% of their software · price −$1.8M$21.5M−$4.0M
- DatadogDDOG280,313 shares · 0.8% of their software · price −$4.3M$20.6M+$22.2M
- CommvaultCVLT285,536 shares · 0.7% of their software · price +$2.8M$17.9M+$2.3M
- MongoDBMDB89,498 shares · 0.7% of their software$17.6M+$16.1M
- Manhattan AssociatesMANH139,847 shares · 0.7% of their software · price −$1.6M$17.0M−$558K
- CrowdStrikeCRWD157,764 shares · 0.7% of their software · price −$9.4M$16.6M−$15.3M
- The Trade DeskTTD359,459 shares · 0.7% of their software · price −$5.4M$16.1M+$16.0M
- FactSetFDS36,802 shares · 0.6% of their software$14.8M+$5.6M
- ZoomInfoZI458,600 shares · 0.6% of their software$13.8M—
- OracleORCL156,085 shares · 0.5% of their software · price +$3.2M$12.8M−$23.8M
- QualysQLYS103,205 shares · 0.5% of their software · price −$2.8M$11.6M+$2.0M
- Global-EGLBE547,500 shares · 0.5% of their software · price −$3.4M$11.3M−$12.7M
- DoximityDOCS318,029 shares · 0.4% of their software · price +$1.1M$10.7MFlat
- BoxBOX338,339 shares · 0.4% of their software · price +$2.3M$10.5M+$1.2M
- OktaOKTA152,259 shares · 0.4% of their software · price +$1.7M$10.4M−$23.8M
- Fiserv, Inc.FISV98,162 shares · 0.4% of their software · price +$736K$9.9M+$6.4M
- DuolingoDUOL133,277 shares · 0.4% of their software · price −$3.2M$9.5M+$5.2M
- TwilioTWLO189,504 shares · 0.4% of their software · price −$3.8M$9.3M+$8.9M
- SPS CommerceSPSC70,535 shares · 0.4% of their software$9.1M+$785K
- DynatraceDT234,064 shares · 0.4% of their software · price +$817K$9.0M+$3.0M
- TeradataTDC261,825 shares · 0.4% of their software · price +$681K$8.8M+$3.8M
- CourseraCOUR734,904 shares · 0.4% of their software · price +$772K$8.7M+$2.5M
- HubSpotHUBS29,610 shares · 0.3% of their software · price +$563K$8.6M+$2.4M
- EVERTEC, Inc.EVTC252,774 shares · 0.3% of their software$8.2M−$2.3M
- TrimbleTRMB160,932 shares · 0.3% of their software · price −$597K$8.1M+$4.4M
- Roper Technologies, Inc.ROP18,622 shares · 0.3% of their software · price +$1.3M$8.0M+$3.6M
- CoStarCSGP103,424 shares · 0.3% of their software · price +$789K$8.0M+$6.9M
- VeriSign, Inc.VRSN35,843 shares · 0.3% of their software · price +$1.1M$7.4M−$1.7M
- Palo Alto NetworksPANW51,062 shares · 0.3% of their software · price −$1.2M$7.1M+$4.4M
- MorningstarMORN31,797 shares · 0.3% of their software$6.9MFlat
- SnowflakeSNOW47,689 shares · 0.3% of their software · price −$1.3M$6.8M−$9.2M
- DescartesDSGX95,000 shares · 0.3% of their software · price +$581K$6.6M−$1.1M
- Check PointCHKP49,442 shares · 0.3% of their software · price +$699K$6.2M−$1.7M
- VeriskVRSK32,842 shares · 0.2% of their software$5.8M+$5.0M
- OpenTextOTEX189,987 shares · 0.2% of their software · price +$608K$5.6M+$4.8M
- GoDaddyGDDY73,492 shares · 0.2% of their software$5.5M+$797K
- Radware Ltd.RDWR274,380 shares · 0.2% of their software · price −$560K$5.4M+$1.6M
- RingCentralRNG150,620 shares · 0.2% of their software · price −$687K$5.3M−$44.3M
- CloudflareNET114,719 shares · 0.2% of their software · price −$1.2M$5.2MNew · +$6.3M
- Paychex, Inc.PAYX41,531 shares · 0.2% of their software$4.8M+$4.1M
- DigitalOceanDOCN187,858 shares · 0.2% of their software · price −$2.0M$4.8M−$1.1M
- AkamaiAKAM55,693 shares · 0.2% of their software$4.7M−$3.5M
- PTCPTC36,189 shares · 0.2% of their software · price +$559K$4.3MFlat
- LightspeedLSPD248,195 shares · 0.1% of their software · price −$814K$3.5M−$2.0M
- Gen DigitalGEN157,347 shares · 0.1% of their software$3.4M+$1.9M
- WorkivaWK37,131 shares · 0.1% of their software$3.1M−$766K
- AtlassianTEAM23,614 shares · 0.1% of their software · price −$1.9M$3.0MNew · +$5.0M
- DLocal LimitedDLO189,149 shares · 0.1% of their software · price −$936K$2.9M+$3.2M
- Fair IsaacFICO4,773 shares · 0.1% of their software · price +$890K$2.9MNew · +$2.0M
- Euronet Worldwide, Inc.EEFT30,071 shares · 0.1% of their software · price +$560K$2.8M−$645K
- ZoomZM37,632 shares · 0.1% of their software$2.5M−$7.5M
- monday.comMNDY19,305 shares · 0.1% of their software$2.4MNew · +$2.2M
- NetApp, Inc.NTAP34,060 shares · 0.1% of their software$2.0MFlat
- SS&CSSNC39,140 shares · 0.1% of their software$2.0M−$1.1M
- Alarm.com Holdings, Inc.ALRM38,538 shares · 0.1% of their software · price −$593K$1.9MFlat
- BlackLineBL25,974 shares · 0.1% of their software$1.7MNew · +$1.6M
- Rapid7RPD47,740 shares · 0.1% of their software$1.6M+$794K
- Amdocs LimitedDOX17,402 shares · 0.1% of their software$1.6MFlat
- NetScout Systems, Inc.NTCT46,809 shares · 0.1% of their software$1.5MFlat
- Tyler TechnologiesTYL4,087 shares · 0.1% of their software$1.3MFlat
- Sabre CorporationSABR210,790 shares · 0.1% of their software$1.3M+$1.0M
- BroadridgeBR9,151 shares · 0.0% of their software$1.2MFlat
- AppFolioAPPF11,421 shares · 0.0% of their software$1.2MFlat
- ProcorePCOR25,313 shares · 0.0% of their software$1.2MFlat
- F5, Inc.FFIV7,782 shares · 0.0% of their software$1.1MFlat
- PDF Solutions, Inc.PDFS38,322 shares · 0.0% of their software$1.1MNew · +$940K
- BILLBILL9,817 shares · 0.0% of their software$1.1MNew · +$1.3M
- YextYEXT134,800 shares · 0.0% of their software$880KFlat
- Paysafe LimitedPSFE57,986 shares · 0.0% of their software · price +$725K$805KNew · Flat
- PalantirPLTR121,541 shares · 0.0% of their software$780KNew · +$988K
- A10 Networks, Inc.ATEN40,727 shares · 0.0% of their software$677K−$805K
- BlackbaudBLKB10,812 shares · 0.0% of their software$636KFlat
- WixWIX8,130 shares · 0.0% of their software$625KFlat
- DHI Group, Inc.DHX111,521 shares · 0.0% of their software$590KFlat
- Consensus Cloud Solutions, Inc.CCSI10,923 shares · 0.0% of their software$587KFlat
- ACI WorldwideACIW25,416 shares · 0.0% of their software$585KFlat
- Materialise NVMTLS66,139 shares · 0.0% of their software$582KFlat
- Upbound Group, Inc.UPBD25,622 shares · 0.0% of their software$578KFlat
- ProgressPRGS11,343 shares · 0.0% of their software$572KFlat
- WEX Inc.WEX3,383 shares · 0.0% of their software$554KFlat
- Donnelley Financial Solutions, Inc.DFIN13,885 shares · 0.0% of their software$537KNew · +$513K
- Simulations PlusSLP11,889 shares · 0.0% of their software$435KFlat
- DomoDOMO30,452 shares · 0.0% of their software$434KNew
- VaronisVRNS14,886 shares · 0.0% of their software$356K−$2.5M
- Immersion CorporationIMMR50,675 shares · 0.0% of their software$356KFlat
- Thryv Holdings, Inc.THRY17,579 shares · 0.0% of their software$334KFlat
- AmplitudeAMPL16,500 shares · 0.0% of their software$199KNew · Flat
- CertaraCERT12,207 shares · 0.0% of their software$196K−$720K
- AsanaASAN12,921 shares · 0.0% of their software$178KNew · Flat
- Health CatalystHCAT16,421 shares · 0.0% of their software$175KFlat
- PubMaticPUBM12,400 shares · 0.0% of their software$159KNew · Flat
- Cognyte Software Ltd.CGNT47,771 shares · 0.0% of their software$149KFlat
- Ooma, Inc.OOMA10,400 shares · 0.0% of their software$142KNew · Flat
- StoneCo Ltd.STNE13,122 shares · 0.0% of their software$124K−$1.3M
- Asure Software, Inc.ASUR10,224 shares · 0.0% of their software$95KNew · Flat