Generalist · London, United Kingdom
Man Group
Q4 2023 · compared with Q3 2023
Filed as Man Group PLC
- Software
- $4.1B
- Weight of 13F
- 12.1%
- Names
- 152
- Net bought
- +$3.5B
Filed 14 February 2024 · SEC filing.
Call exposure on these names is $71.1M across 5 lines. Calls are not in the stock total.
1,786 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
- MicrosoftMSFT2,865,670 shares · 26.6% of their software · price +$173M$1.1BNew · +$905M
- CadenceCDNS802,282 shares · 5.4% of their software · price +$30.5M$219MNew · +$188M
- SynopsysSNPS424,101 shares · 5.4% of their software · price +$23.7M$218MNew · +$195M
- AdobeADBE365,255 shares · 5.4% of their software · price +$31.7M$218MNew · +$186M
- SalesforceCRM808,793 shares · 5.3% of their software · price +$48.8M$213MNew · +$164M
- Automatic Data Processing, Inc.ADP510,303 shares · 2.9% of their software · price −$3.9M$119MNew · +$123M
- BroadridgeBR432,283 shares · 2.2% of their software · price +$11.5M$88.9MNew · +$77.4M
- ShopifySHOP1,043,415 shares · 2.0% of their software · price +$24.3M$81.3MNew · +$56.9M
- AutodeskADSK273,084 shares · 1.6% of their software · price +$10.0M$66.5MNew · +$56.5M
- PaycomPAYC321,047 shares · 1.6% of their software · price −$16.9M$66.4MNew · +$83.2M
- Uber Technologies, Inc.UBER1,024,082 shares · 1.6% of their software · price +$16.0M$63.1MNew · +$47.1M
- MongoDBMDB141,193 shares · 1.4% of their software · price +$8.9M$57.7MNew · +$48.8M
- VeriskVRSK224,094 shares · 1.3% of their software · price +$587K$53.5MNew · +$52.9M
- AkamaiAKAM443,597 shares · 1.3% of their software · price +$5.2M$52.5MNew · +$47.3M
- monday.comMNDY265,685 shares · 1.2% of their software · price +$7.6M$49.9MNew · +$42.3M
- ServiceNowNOW68,258 shares · 1.2% of their software · price +$10.1M$48.2MNew · +$38.2M
- GoDaddyGDDY447,083 shares · 1.2% of their software · price +$14.2M$47.5MNew · +$33.3M
- Lyft, Inc.LYFT3,076,552 shares · 1.1% of their software · price +$13.7M$46.1MNew · +$32.4M
- DocuSignDOCU722,474 shares · 1.1% of their software · price +$12.6M$43.0MNew · +$30.3M
- HubSpotHUBS73,477 shares · 1.1% of their software · price +$6.5M$42.7MNew · +$36.2M
- SnowflakeSNOW214,088 shares · 1.1% of their software · price +$9.9M$42.6MNew · +$32.7M
- Global-EGLBE1,054,946 shares · 1.0% of their software$41.8MNew · +$41.9M
- The Trade DeskTTD553,236 shares · 1.0% of their software · price −$3.4M$39.8MNew · +$43.2M
- DatadogDDOG299,244 shares · 0.9% of their software · price +$9.1M$36.3MNew · +$27.3M
- DuolingoDUOL153,788 shares · 0.9% of their software · price +$9.4M$34.9MNew · +$25.5M
- PalantirPLTR1,868,252 shares · 0.8% of their software · price +$2.2M$32.1MNew · +$29.9M
- ToastTOST1,671,353 shares · 0.8% of their software · price −$786K$30.5MNew · +$31.3M
- FortinetFTNT484,442 shares · 0.7% of their software$28.4MNew · +$28.4M
- Paychex, Inc.PAYX235,405 shares · 0.7% of their software · price +$890K$28.0MNew · +$27.1M
- VeriSign, Inc.VRSN128,024 shares · 0.7% of their software$26.4MNew · +$25.9M
- Alight, Inc.ALIT3,043,804 shares · 0.6% of their software · price +$4.4M$26.0MNew · +$21.6M
- StoneCo Ltd.STNE1,395,941 shares · 0.6% of their software · price +$10.3M$25.2MNew · +$14.9M
- SamsaraIOT751,916 shares · 0.6% of their software · price +$6.1M$25.1MNew · +$19.0M
- OpenTextOTEX588,823 shares · 0.6% of their software · price +$4.1M$24.9MNew · +$20.7M
- CourseraCOUR1,262,465 shares · 0.6% of their software · price +$858K$24.5MNew · +$23.6M
- NetApp, Inc.NTAP271,275 shares · 0.6% of their software · price +$3.3M$23.9MNew · +$20.6M
- DropboxDBX799,020 shares · 0.6% of their software · price +$1.8M$23.6MNew · +$21.8M
- Block, Inc.XYZ303,150 shares · 0.6% of their software · price +$10.0M$23.4MNew · +$13.4M
- DescartesDSGX273,153 shares · 0.6% of their software · price +$2.9M$23.1MNew · +$20.0M
- IntuitINTU36,276 shares · 0.6% of their software · price +$4.1M$22.7MNew · +$18.5M
- WixWIX170,491 shares · 0.5% of their software · price +$5.3M$21.0MNew · +$15.7M
- PaylocityPCTY124,917 shares · 0.5% of their software · price −$2.1M$20.6MNew · +$22.7M
- DynatraceDT366,956 shares · 0.5% of their software · price +$2.9M$20.1MNew · +$17.1M
- CloudflareNET235,593 shares · 0.5% of their software · price +$4.8M$19.6MNew · +$14.9M
- QualysQLYS97,499 shares · 0.5% of their software · price +$4.3M$19.1MNew · +$14.9M
- ZscalerZS86,035 shares · 0.5% of their software · price +$5.7M$19.1MNew · +$13.4M
- BoxBOX737,910 shares · 0.5% of their software · price +$1.0M$18.9MNew · +$17.9M
- Manhattan AssociatesMANH87,335 shares · 0.5% of their software · price +$1.5M$18.8MNew · +$17.3M
- Check PointCHKP119,607 shares · 0.5% of their software · price +$2.3M$18.3MNew · +$15.9M
- CommvaultCVLT227,178 shares · 0.4% of their software · price +$2.8M$18.1MNew · +$15.4M
- AtlassianTEAM69,869 shares · 0.4% of their software · price +$2.5M$16.6MNew · +$14.1M
- TeradataTDC343,890 shares · 0.4% of their software · price −$519K$15.0MNew · +$15.5M
- GitLabGTLB216,730 shares · 0.3% of their software · price +$3.8M$13.6MNew · +$9.8M
- Fair IsaacFICO11,436 shares · 0.3% of their software · price +$3.4M$13.3MNew · +$9.9M
- WorkdayWDAY45,504 shares · 0.3% of their software · price +$2.8M$12.6MNew · +$9.8M
- ZoomInfoZI647,922 shares · 0.3% of their software$12.0MNew
- TrimbleTRMB216,926 shares · 0.3% of their software$11.5MNew · +$11.7M
- WorkivaWK113,267 shares · 0.3% of their software$11.5MNew · +$11.5M
- Palo Alto NetworksPANW37,533 shares · 0.3% of their software · price +$2.3M$11.1MNew · +$8.8M
- Roper Technologies, Inc.ROP19,618 shares · 0.3% of their software · price +$1.2M$10.7MNew · +$9.5M
- ElasticESTC92,865 shares · 0.3% of their software · price +$2.9M$10.5MNew · +$7.5M
- VeevaVEEV53,898 shares · 0.3% of their software · price −$589K$10.4MNew · +$11.0M
- SPS CommerceSPSC53,304 shares · 0.3% of their software · price +$1.2M$10.3MNew · +$9.1M
- InterDigital, Inc.IDCC93,478 shares · 0.3% of their software · price +$2.6M$10.1MNew · +$7.5M
- Gen DigitalGEN434,008 shares · 0.2% of their software · price +$2.2M$9.9MNew · +$7.7M
- EVERTEC, Inc.EVTC238,207 shares · 0.2% of their software · price +$896K$9.8MNew · +$8.9M
- RingCentralRNG286,120 shares · 0.2% of their software · price +$1.2M$9.7MNew · +$8.5M
- AsanaASAN485,636 shares · 0.2% of their software$9.2MNew · +$8.9M
- AppLovinAPP218,608 shares · 0.2% of their software$8.7MNew · +$8.7M
- Donnelley Financial Solutions, Inc.DFIN124,334 shares · 0.2% of their software · price +$757K$7.8MNew · +$7.0M
- NutanixNTNX156,700 shares · 0.2% of their software · price +$2.0M$7.5MNew · +$5.5M
- CrowdStrikeCRWD28,584 shares · 0.2% of their software · price +$2.5M$7.3MNew · +$4.8M
- LightspeedLSPD343,530 shares · 0.2% of their software · price +$2.4M$7.2MNew · +$4.8M
- TwilioTWLO91,724 shares · 0.2% of their software · price +$1.6M$7.0MNew · +$5.4M
- VaronisVRNS149,339 shares · 0.2% of their software · price +$2.2M$6.8MNew · +$4.6M
- OktaOKTA73,404 shares · 0.2% of their software · price +$662K$6.6MNew · +$6.0M
- OracleORCL56,167 shares · 0.1% of their software$5.9MNew · +$5.9M
- MorningstarMORN20,401 shares · 0.1% of their software · price +$1.1M$5.8MNew · +$4.8M
- Q2QTWO134,157 shares · 0.1% of their software · price +$1.5M$5.8MNew · +$4.3M
- Tyler TechnologiesTYL13,799 shares · 0.1% of their software$5.8MNew · +$5.3M
- Calix, Inc.CALX131,018 shares · 0.1% of their software$5.7MNew · +$6.0M
- JFrogFROG153,042 shares · 0.1% of their software · price +$1.4M$5.3MNew · +$3.9M
- FactSetFDS10,197 shares · 0.1% of their software$4.9MNew · +$4.5M
- FreshworksFRSH201,638 shares · 0.1% of their software · price +$720K$4.7MNew · +$4.0M
- PegasystemsPEGA94,062 shares · 0.1% of their software · price +$513K$4.6MNew · +$4.1M
- Radware Ltd.RDWR265,133 shares · 0.1% of their software$4.4MNew · +$4.5M
- Alarm.com Holdings, Inc.ALRM65,214 shares · 0.1% of their software$4.2MNew · +$4.0M
- Grab Holdings LimitedGRAB1,188,348 shares · 0.1% of their software$4.0MNew · +$4.2M
- GigaCloud Technology Inc.GCT213,027 shares · 0.1% of their software · price +$2.0M$3.9MNew · +$1.9M
- AppFolioAPPF21,518 shares · 0.1% of their software$3.7MNew · +$3.9M
- PTCPTC20,779 shares · 0.1% of their software · price +$692K$3.6MNew · +$2.9M
- BILLBILL43,260 shares · 0.1% of their software · price −$1.2M$3.5MNew · +$4.7M
- CoStarCSGP39,355 shares · 0.1% of their software$3.4MNew · +$3.0M
- nCinoNCNO95,908 shares · 0.1% of their software$3.2MNew · +$3.0M
- UnityU71,901 shares · 0.1% of their software · price +$683K$2.9MNew · +$2.3M
- GuidewireGWRE26,112 shares · 0.1% of their software$2.8MNew · +$2.4M
- DoubleVerifyDV74,064 shares · 0.1% of their software · price +$654K$2.7MNew · +$2.1M
- FlywireFLYW116,515 shares · 0.1% of their software · price −$1.0M$2.7MNew · +$3.7M
- DLocal LimitedDLO149,885 shares · 0.1% of their software$2.7MNew · +$2.9M
- WEX Inc.WEX12,200 shares · 0.1% of their software$2.4MNew · +$2.3M
- Euronet Worldwide, Inc.EEFT22,630 shares · 0.1% of their software · price +$500K$2.3MNew · +$1.8M
- ZoomZM28,630 shares · 0.1% of their software$2.1MNew · +$2.0M
- Amdocs LimitedDOX21,571 shares · 0.0% of their software$1.9MNew · +$1.8M
- F5, Inc.FFIV10,400 shares · 0.0% of their software$1.9MNew · +$1.7M
- SS&CSSNC28,601 shares · 0.0% of their software$1.7MNew · +$1.5M
- TenableTENB37,860 shares · 0.0% of their software$1.7MNew · +$1.7M
- ProcorePCOR23,614 shares · 0.0% of their software$1.6MNew · +$1.5M
- CCC Intelligent Solutions Holdings Inc.CCC120,266 shares · 0.0% of their software$1.4MNew · +$1.6M
- Clear Secure, Inc.YOU60,965 shares · 0.0% of their software$1.3MNew · +$1.2M
- DoximityDOCS43,406 shares · 0.0% of their software$1.2MNew · +$921K
- Fiserv, Inc.FISV9,133 shares · 0.0% of their software$1.2MNew · +$1.0M
- LiveRamp Holdings, Inc.RAMP29,887 shares · 0.0% of their software$1.1MNew · +$862K
- BlackbaudBLKB11,274 shares · 0.0% of their software$977KNew · +$793K
- Bandwidth Inc.BAND63,540 shares · 0.0% of their software$919KNew · +$716K
- Sprout SocialSPT14,551 shares · 0.0% of their software$894KNew · +$726K
- Cellebrite DI Ltd.CLBT102,900 shares · 0.0% of their software$891KNew · +$787K
- PagerDutyPD36,917 shares · 0.0% of their software$855KNew · +$830K
- PDF Solutions, Inc.PDFS26,515 shares · 0.0% of their software$852KNew · +$859K
- Simulations PlusSLP17,775 shares · 0.0% of their software$795KNew · +$741K
- Tuya Inc.TUYA327,507 shares · 0.0% of their software$753KNew · +$508K
- CertaraCERT37,858 shares · 0.0% of their software$666KNew · +$550K
- Rekor Systems, Inc.REKR183,029 shares · 0.0% of their software$609KNew · +$516K
- NCR Atleos CorporationNATL25,067 shares · 0.0% of their software$609KNew · +$609K
- DoceboDCBO11,375 shares · 0.0% of their software$552KNew · Flat
- BackblazeBLZE72,669 shares · 0.0% of their software$552KNew · Flat
- Immersion CorporationIMMR75,900 shares · 0.0% of their software$536KNew · +$502K
- Cognyte Software Ltd.CGNT80,864 shares · 0.0% of their software$520KNew · Flat
- Upbound Group, Inc.UPBD14,853 shares · 0.0% of their software$505KNew · Flat
- A10 Networks, Inc.ATEN37,740 shares · 0.0% of their software$497KNew · +$567K
- Telos CorporationTLS123,051 shares · 0.0% of their software$449KNew · Flat
- SprinklrCXM33,794 shares · 0.0% of their software$407KNew · Flat
- PAR Technology CorporationPAR9,166 shares · 0.0% of their software$399KNew · Flat
- DomoDOMO36,281 shares · 0.0% of their software$373KNew
- International Money Express, Inc.IMXI16,545 shares · 0.0% of their software$365KNew · Flat
- DHI Group, Inc.DHX137,293 shares · 0.0% of their software$356KNew · Flat
- Health CatalystHCAT38,018 shares · 0.0% of their software$352KNew · Flat
- Rapid7RPD5,715 shares · 0.0% of their software$326KNew · Flat
- Yalla Group LimitedYALA53,077 shares · 0.0% of their software$325KNew · Flat
- Commerce.com, Inc.CMRC29,600 shares · 0.0% of their software$288KNew · Flat
- UiPathPATH10,495 shares · 0.0% of their software$261KNew · Flat
- N-ableNABL19,196 shares · 0.0% of their software$254KNew · Flat
- MagniteMGNI25,799 shares · 0.0% of their software$241KNew · Flat
- PagSeguro Digital Ltd.PAGS18,482 shares · 0.0% of their software$230KNew · Flat
- ProgressPRGS3,777 shares · 0.0% of their software$205KNew · Flat
- Ooma, Inc.OOMA18,600 shares · 0.0% of their software$200KNew · Flat
- YextYEXT31,205 shares · 0.0% of their software$184KNew · Flat
- Digital TurbineAPPS23,857 shares · 0.0% of their software$164KNew · Flat
- Nerdy Inc.NRDY31,977 shares · 0.0% of their software$110KNew · Flat
- Rackspace Technology, Inc.RXT31,300 shares · 0.0% of their software$63KNew · Flat
- BlackBerry LimitedBB17,400 shares · 0.0% of their software$62KNew · Flat
- Sabre CorporationSABR11,282 shares · 0.0% of their software$50KNew · Flat
- Ribbon Communications Inc.RBBN11,900 shares · 0.0% of their software$35KNew · Flat