Generalist · London, United Kingdom
Man Group
Q2 2023 · compared with Q1 2023
Filed as Man Group PLC
- Software
- $3.4B
- Weight of 13F
- 10.9%
- Names
- 131
- Net bought
- +$3.0B
Filed 14 August 2023 · SEC filing.
Call exposure on these names is $6.2M across 2 lines. Calls are not in the stock total.
1,783 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
- MicrosoftMSFT2,686,440 shares · 26.9% of their software · price +$140M$915MNew · +$775M
- AdobeADBE449,572 shares · 6.5% of their software · price +$46.6M$220MNew · +$173M
- SynopsysSNPS429,874 shares · 5.5% of their software · price +$21.1M$187MNew · +$166M
- CadenceCDNS792,213 shares · 5.5% of their software · price +$19.4M$186MNew · +$166M
- AutodeskADSK608,584 shares · 3.7% of their software · price −$2.2M$125MNew · +$127M
- Uber Technologies, Inc.UBER1,956,567 shares · 2.5% of their software · price +$22.4M$84.5MNew · +$62.0M
- IntuitINTU174,380 shares · 2.3% of their software · price +$2.2M$79.9MNew · +$77.7M
- SalesforceCRM341,708 shares · 2.1% of their software · price +$3.9M$72.2MNew · +$68.3M
- ServiceNowNOW114,371 shares · 1.9% of their software · price +$11.1M$64.3MNew · +$53.2M
- OpenTextOTEX1,466,289 shares · 1.8% of their software · price +$4.4M$61.1MNew · +$56.5M
- DocuSignDOCU1,123,213 shares · 1.7% of their software · price −$8.1M$57.4MNew · +$65.5M
- CrowdStrikeCRWD365,034 shares · 1.6% of their software · price +$3.5M$53.6MNew · +$50.1M
- ZscalerZS325,883 shares · 1.4% of their software · price +$9.6M$47.7MNew · +$38.1M
- ShopifySHOP723,873 shares · 1.4% of their software · price +$12.1M$46.8MNew · +$34.7M
- TrimbleTRMB853,088 shares · 1.3% of their software$45.2MNew · +$44.7M
- ZoomZM653,692 shares · 1.3% of their software · price −$3.9M$44.4MNew · +$48.3M
- OktaOKTA615,588 shares · 1.3% of their software · price −$10.4M$42.7MNew · +$53.1M
- GoDaddyGDDY539,298 shares · 1.2% of their software · price −$1.4M$40.5MNew · +$41.9M
- PaycomPAYC119,457 shares · 1.1% of their software · price +$2.1M$38.4MNew · +$36.3M
- Lyft, Inc.LYFT3,975,069 shares · 1.1% of their software · price +$1.3M$38.1MNew · +$36.8M
- Block, Inc.XYZ571,254 shares · 1.1% of their software · price −$1.2M$38.0MNew · +$39.2M
- Automatic Data Processing, Inc.ADP171,791 shares · 1.1% of their software$37.8MNew · +$38.2M
- monday.comMNDY182,801 shares · 0.9% of their software · price +$5.2M$31.3MNew · +$26.1M
- HubSpotHUBS58,006 shares · 0.9% of their software · price +$6.0M$30.9MNew · +$24.9M
- DuolingoDUOL182,843 shares · 0.8% of their software$26.1MNew · +$26.1M
- DropboxDBX978,502 shares · 0.8% of their software · price +$4.9M$26.1MNew · +$21.2M
- Manhattan AssociatesMANH128,999 shares · 0.8% of their software · price +$5.8M$25.8MNew · +$20.0M
- Gen DigitalGEN1,378,808 shares · 0.8% of their software · price +$1.9M$25.6MNew · +$23.7M
- Alight, Inc.ALIT2,657,323 shares · 0.7% of their software$24.6MNew · +$24.5M
- Tyler TechnologiesTYL58,188 shares · 0.7% of their software · price +$3.6M$24.2MNew · +$20.6M
- Roper Technologies, Inc.ROP50,060 shares · 0.7% of their software · price +$2.0M$24.1MNew · +$22.1M
- VeriSign, Inc.VRSN105,482 shares · 0.7% of their software · price +$1.5M$23.8MNew · +$22.3M
- ZoomInfoZI860,650 shares · 0.6% of their software$21.9MNew
- DescartesDSGX271,840 shares · 0.6% of their software$21.8MNew · +$21.9M
- FortinetFTNT276,926 shares · 0.6% of their software · price +$2.5M$20.9MNew · +$18.4M
- FactSetFDS50,525 shares · 0.6% of their software · price −$730K$20.2MNew · +$21.0M
- DatadogDDOG201,931 shares · 0.6% of their software · price +$5.2M$19.9MNew · +$14.7M
- CommvaultCVLT271,759 shares · 0.6% of their software · price +$4.3M$19.7MNew · +$15.4M
- GitLabGTLB372,988 shares · 0.6% of their software · price +$6.3M$19.1MNew · +$12.8M
- AkamaiAKAM206,205 shares · 0.5% of their software · price +$2.4M$18.5MNew · +$16.1M
- DynatraceDT352,967 shares · 0.5% of their software · price +$3.2M$18.2MNew · +$14.9M
- BoxBOX596,819 shares · 0.5% of their software · price +$1.5M$17.5MNew · +$16.0M
- TeradataTDC323,669 shares · 0.5% of their software · price +$4.2M$17.3MNew · +$13.0M
- CourseraCOUR1,249,470 shares · 0.5% of their software · price +$1.9M$16.3MNew · +$14.4M
- AsanaASAN727,061 shares · 0.5% of their software · price +$662K$16.0MNew · +$15.4M
- VeevaVEEV80,968 shares · 0.5% of their software · price +$1.1M$16.0MNew · +$14.9M
- QualysQLYS122,404 shares · 0.5% of their software$15.8MNew · +$15.9M
- Fair IsaacFICO19,455 shares · 0.5% of their software · price +$2.1M$15.7MNew · +$13.7M
- Fiserv, Inc.FISV115,948 shares · 0.4% of their software · price +$1.5M$14.6MNew · +$13.1M
- VeriskVRSK64,208 shares · 0.4% of their software · price +$2.2M$14.5MNew · +$12.3M
- MongoDBMDB34,198 shares · 0.4% of their software · price +$6.1M$14.1MNew · +$8.0M
- DoximityDOCS379,134 shares · 0.4% of their software · price +$622K$12.9MNew · +$12.3M
- SPS CommerceSPSC62,989 shares · 0.4% of their software · price +$2.5M$12.1MNew · +$9.6M
- LightspeedLSPD708,923 shares · 0.4% of their software · price +$1.2M$12.0MNew · +$10.8M
- UiPathPATH672,512 shares · 0.3% of their software · price −$666K$11.1MNew · +$11.8M
- SnowflakeSNOW60,257 shares · 0.3% of their software · price +$1.3M$10.6MNew · +$9.3M
- PTCPTC74,284 shares · 0.3% of their software · price +$1.0M$10.6MNew · +$9.5M
- CloudflareNET156,907 shares · 0.3% of their software · price +$582K$10.3MNew · +$9.7M
- StoneCo Ltd.STNE802,684 shares · 0.3% of their software · price +$2.6M$10.2MNew · +$7.7M
- EVERTEC, Inc.EVTC257,969 shares · 0.3% of their software · price +$795K$9.5MNew · +$8.7M
- WorkdayWDAY39,474 shares · 0.3% of their software · price +$764K$8.9MNew · +$8.2M
- Calix, Inc.CALX174,693 shares · 0.3% of their software · price −$643K$8.7MNew · +$9.4M
- The Trade DeskTTD109,450 shares · 0.2% of their software · price +$1.8M$8.5MNew · +$6.7M
- WixWIX101,965 shares · 0.2% of their software · price −$2.2M$8.0MNew · +$10.2M
- Paychex, Inc.PAYX70,890 shares · 0.2% of their software$7.9MNew · +$8.1M
- Palo Alto NetworksPANW30,275 shares · 0.2% of their software · price +$1.7M$7.7MNew · +$6.0M
- OracleORCL61,404 shares · 0.2% of their software · price +$1.6M$7.3MNew · +$5.7M
- AtlassianTEAM40,306 shares · 0.2% of their software$6.8MNew · +$6.9M
- PaylocityPCTY31,524 shares · 0.2% of their software$5.8MNew · +$6.3M
- Radware Ltd.RDWR270,380 shares · 0.2% of their software · price −$581K$5.2MNew · +$5.8M
- PagSeguro Digital Ltd.PAGS541,577 shares · 0.2% of their software$5.1MNew · +$4.6M
- CoStarCSGP53,254 shares · 0.1% of their software · price +$1.1M$4.7MNew · +$3.7M
- RingCentralRNG139,068 shares · 0.1% of their software$4.6MNew · +$4.3M
- MorningstarMORN23,056 shares · 0.1% of their software$4.5MNew · +$4.7M
- NetApp, Inc.NTAP58,868 shares · 0.1% of their software · price +$739K$4.5MNew · +$3.8M
- ToastTOST190,112 shares · 0.1% of their software · price +$916K$4.3MNew · +$3.4M
- PalantirPLTR266,770 shares · 0.1% of their software · price +$1.8M$4.1MNew · +$2.3M
- Check PointCHKP32,522 shares · 0.1% of their software$4.1MNew · +$4.2M
- DLocal LimitedDLO319,463 shares · 0.1% of their software · price −$1.3M$3.9MNew · +$5.2M
- AppFolioAPPF21,539 shares · 0.1% of their software · price +$1.0M$3.7MNew · +$2.7M
- WorkivaWK34,243 shares · 0.1% of their software$3.5MNew · +$3.5M
- BroadridgeBR17,589 shares · 0.1% of their software$2.9MNew · +$2.6M
- F5, Inc.FFIV19,292 shares · 0.1% of their software$2.8MNew · +$2.8M
- DoubleVerifyDV70,041 shares · 0.1% of their software · price +$614K$2.7MNew · +$2.1M
- NutanixNTNX88,392 shares · 0.1% of their software$2.5MNew · +$2.3M
- Euronet Worldwide, Inc.EEFT19,533 shares · 0.1% of their software$2.3MNew · +$2.2M
- PDF Solutions, Inc.PDFS46,825 shares · 0.1% of their software$2.1MNew · +$2.0M
- PagerDutyPD91,383 shares · 0.1% of their software · price −$1.1M$2.1MNew · +$3.2M
- TwilioTWLO31,484 shares · 0.1% of their software$2.0MNew · +$2.1M
- ProcorePCOR29,853 shares · 0.1% of their software$1.9MNew · +$1.9M
- WEX Inc.WEX10,512 shares · 0.1% of their software$1.9MNew · +$1.9M
- SS&CSSNC31,495 shares · 0.1% of their software$1.9MNew · +$1.8M
- PubMaticPUBM102,576 shares · 0.1% of their software$1.9MNew · +$1.4M
- Amdocs LimitedDOX17,998 shares · 0.1% of their software$1.8MNew · +$1.7M
- Sprout SocialSPT37,726 shares · 0.1% of their software · price −$555K$1.7MNew · +$2.3M
- Clear Secure, Inc.YOU66,371 shares · 0.0% of their software$1.5MNew · +$1.7M
- International Money Express, Inc.IMXI57,600 shares · 0.0% of their software$1.4MNew · +$1.5M
- Alarm.com Holdings, Inc.ALRM26,071 shares · 0.0% of their software$1.3MNew · +$1.3M
- ElasticESTC20,354 shares · 0.0% of their software$1.3MNew · +$1.2M
- Donnelley Financial Solutions, Inc.DFIN27,939 shares · 0.0% of their software$1.3MNew · +$1.1M
- NetScout Systems, Inc.NTCT38,176 shares · 0.0% of their software$1.2MNew · +$1.1M
- AppLovinAPP44,901 shares · 0.0% of their software$1.2MNew · +$707K
- FlywireFLYW34,201 shares · 0.0% of their software$1.1MNew · +$1.0M
- Five9FIVN12,265 shares · 0.0% of their software$1.0MNew · +$887K
- LiveRamp Holdings, Inc.RAMP33,129 shares · 0.0% of their software$946KNew · +$727K
- Rapid7RPD20,881 shares · 0.0% of their software$945KNew · +$959K
- CertaraCERT48,884 shares · 0.0% of their software$890KNew · +$1.2M
- DomoDOMO57,488 shares · 0.0% of their software$843KNew
- Immersion CorporationIMMR114,568 shares · 0.0% of their software$811KNew · +$1.0M
- Simulations PlusSLP17,907 shares · 0.0% of their software$776KNew · +$787K
- BlackbaudBLKB10,812 shares · 0.0% of their software$770KNew · +$749K
- TenableTENB16,175 shares · 0.0% of their software$704KNew · +$768K
- BILLBILL5,367 shares · 0.0% of their software$627KNew · Flat
- Thryv Holdings, Inc.THRY21,800 shares · 0.0% of their software$536KNew · +$503K
- A10 Networks, Inc.ATEN36,433 shares · 0.0% of their software$532KNew · +$564K
- DHI Group, Inc.DHX132,893 shares · 0.0% of their software$509KNew · +$516K
- Agilysys, Inc.AGYS6,549 shares · 0.0% of their software$450KNew · +$540K
- Ooma, Inc.OOMA29,529 shares · 0.0% of their software$442KNew · Flat
- Q2QTWO12,860 shares · 0.0% of their software$397KNew · Flat
- JFrogFROG13,722 shares · 0.0% of their software$380KNew · Flat
- Digital TurbineAPPS36,525 shares · 0.0% of their software$339KNew · Flat
- Global-EGLBE7,928 shares · 0.0% of their software$325KNew · Flat
- SprinklrCXM19,085 shares · 0.0% of their software$264KNew · Flat
- Payoneer Global Inc.PAYO52,945 shares · 0.0% of their software$255KNew · Flat
- Adeia Inc.ADEA20,796 shares · 0.0% of their software$229KNew · Flat
- ePlus inc.PLUS3,980 shares · 0.0% of their software$224KNew · Flat
- Upbound Group, Inc.UPBD6,844 shares · 0.0% of their software$213KNew · Flat
- FreshworksFRSH10,728 shares · 0.0% of their software$189KNew · Flat
- Materialise NVMTLS20,312 shares · 0.0% of their software$175KNew · Flat
- SemrushSEMR14,883 shares · 0.0% of their software$142KNew
- YextYEXT12,503 shares · 0.0% of their software$141KNew · Flat