Generalist · London, United Kingdom
Man Group
Q3 2024 · compared with Q2 2024
Filed as Man Group PLC
- Software
- $3.4B
- Weight of 13F
- 10.0%
- Names
- 138
- Net bought
- −$334M
Filed 14 November 2024 · SEC filing.
Call exposure on these names is $233M across 7 lines. Calls are not in the stock total.
1,680 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
- MicrosoftMSFT1,758,158 shares · 22.3% of their software · price −$29.3M$757M−$249M
- AutodeskADSK691,286 shares · 5.6% of their software · price +$19.4M$190M+$24.0M
- NetApp, Inc.NTAP1,055,143 shares · 3.8% of their software · price −$5.6M$130M−$53.2M
- AdobeADBE237,024 shares · 3.6% of their software · price −$9.0M$123M−$7.7M
- IntuitINTU191,395 shares · 3.5% of their software · price −$6.9M$119M+$79.8M
- WixWIX633,945 shares · 3.1% of their software · price +$5.1M$106M−$11.6M
- Uber Technologies, Inc.UBER1,259,220 shares · 2.8% of their software · price +$3.1M$94.6M−$6.5M
- Automatic Data Processing, Inc.ADP317,601 shares · 2.6% of their software · price +$12.1M$87.9M+$38.1M
- TrimbleTRMB1,252,815 shares · 2.3% of their software · price +$7.7M$77.8M−$39.7M
- AtlassianTEAM470,482 shares · 2.2% of their software · price −$8.5M$74.7M−$77.8M
- CadenceCDNS268,749 shares · 2.1% of their software · price −$9.9M$72.8M−$57.2M
- SalesforceCRM241,337 shares · 1.9% of their software · price +$4.0M$66.1M−$7.1M
- GoDaddyGDDY397,591 shares · 1.8% of their software · price +$6.8M$62.3M−$29.4M
- TwilioTWLO835,371 shares · 1.6% of their software · price +$7.0M$54.5M+$24.9M
- VeevaVEEV255,936 shares · 1.6% of their software · price +$6.9M$53.7M+$36.9M
- Global-EGLBE1,257,089 shares · 1.4% of their software · price +$2.7M$48.3M−$5.9M
- ServiceNowNOW51,551 shares · 1.4% of their software · price +$5.6M$46.1M−$31.0M
- DatadogDDOG373,951 shares · 1.3% of their software · price −$5.5M$43.0M+$11.7M
- DuolingoDUOL150,933 shares · 1.3% of their software · price +$11.1M$42.6M+$27.7M
- PaylocityPCTY255,282 shares · 1.2% of their software · price +$8.5M$42.1M−$7.9M
- Palo Alto NetworksPANW118,389 shares · 1.2% of their software$40.5M+$24.5M
- ZoomInfoZI3,860,809 shares · 1.2% of their software$39.8M—
- DropboxDBX1,391,699 shares · 1.0% of their software · price +$4.1M$35.4M+$8.1M
- VeriskVRSK129,967 shares · 1.0% of their software$34.8M+$17.8M
- NutanixNTNX567,485 shares · 1.0% of their software · price +$1.4M$33.6M−$9.8M
- monday.comMNDY120,449 shares · 1.0% of their software · price +$4.5M$33.5M+$687K
- DoubleVerifyDV1,965,882 shares · 1.0% of their software · price −$5.2M$33.1M+$12.3M
- Alight, Inc.ALIT4,168,162 shares · 0.9% of their software$30.8M+$6.4M
- CloudflareNET363,608 shares · 0.9% of their software · price −$705K$29.4M−$1.2M
- SynopsysSNPS56,368 shares · 0.8% of their software · price −$5.0M$28.5M−$3.3M
- OktaOKTA378,038 shares · 0.8% of their software · price −$7.3M$28.1M+$9.1M
- Manhattan AssociatesMANH97,387 shares · 0.8% of their software · price +$3.4M$27.4M−$4.4M
- Roper Technologies, Inc.ROP48,586 shares · 0.8% of their software$27.0M+$13.4M
- Paychex, Inc.PAYX192,788 shares · 0.8% of their software · price +$3.0M$25.9M−$11.1M
- DocuSignDOCU401,141 shares · 0.7% of their software · price +$3.4M$24.9M+$15.0M
- WorkdayWDAY99,811 shares · 0.7% of their software · price +$2.1M$24.4M−$11.2M
- FortinetFTNT313,090 shares · 0.7% of their software · price +$5.4M$24.3M−$24.3M
- CommvaultCVLT151,785 shares · 0.7% of their software · price +$4.9M$23.4M−$3.8M
- PaycomPAYC134,809 shares · 0.7% of their software · price +$3.2M$22.5M+$5.2M
- BroadridgeBR104,157 shares · 0.7% of their software · price +$1.9M$22.4M−$6.7M
- AppLovinAPP129,531 shares · 0.5% of their software · price +$6.1M$16.9M+$5.6M
- Tyler TechnologiesTYL28,561 shares · 0.5% of their software · price +$2.3M$16.7M+$7.5M
- Fair IsaacFICO8,296 shares · 0.5% of their software · price +$3.8M$16.1MFlat
- InterDigital, Inc.IDCC111,199 shares · 0.5% of their software · price +$2.8M$15.7M+$4.5M
- UiPathPATH1,228,128 shares · 0.5% of their software$15.7M+$13.6M
- ToastTOST554,328 shares · 0.5% of their software · price +$1.4M$15.7M−$15.8M
- Check PointCHKP80,591 shares · 0.5% of their software · price +$2.2M$15.5M−$5.2M
- BoxBOX467,090 shares · 0.5% of their software · price +$2.9M$15.3M−$5.8M
- BrazeBRZE471,654 shares · 0.4% of their software · price −$3.1M$15.3M+$9.9M
- FactSetFDS32,993 shares · 0.4% of their software · price +$1.7M$15.2M−$1.0M
- OracleORCL87,280 shares · 0.4% of their software · price +$2.5M$14.9M+$3.4M
- VeriSign, Inc.VRSN75,363 shares · 0.4% of their software · price +$916K$14.3M−$5.0M
- DynatraceDT258,702 shares · 0.4% of their software · price +$2.3M$13.8M+$5.5M
- QualysQLYS105,945 shares · 0.4% of their software · price −$1.5M$13.6M+$2.8M
- HubSpotHUBS24,504 shares · 0.4% of their software · price −$1.4M$13.0M+$6.2M
- DescartesDSGX125,951 shares · 0.4% of their software · price +$771K$13.0M+$4.8M
- SnowflakeSNOW98,571 shares · 0.3% of their software · price −$2.0M$11.3M+$1.1M
- TeradataTDC369,387 shares · 0.3% of their software · price −$1.6M$11.2M+$5.5M
- AppFolioAPPF46,115 shares · 0.3% of their software$10.9M+$596K
- WorkivaWK134,711 shares · 0.3% of their software · price +$826K$10.7M+$5.6M
- DoximityDOCS235,149 shares · 0.3% of their software · price +$3.7M$10.2MFlat
- SPS CommerceSPSC52,764 shares · 0.3% of their software$10.2M+$1.3M
- SS&CSSNC135,724 shares · 0.3% of their software · price +$1.6M$10.1M+$7.7M
- Alarm.com Holdings, Inc.ALRM175,525 shares · 0.3% of their software · price −$1.6M$9.6M+$2.7M
- MongoDBMDB34,234 shares · 0.3% of their software · price +$698K$9.3M+$8.0M
- PalantirPLTR236,367 shares · 0.3% of their software · price +$2.8M$8.8M+$3.5M
- VaronisVRNS154,628 shares · 0.3% of their software · price +$1.3M$8.7M+$4.1M
- ZscalerZS50,978 shares · 0.3% of their software · price −$1.1M$8.7M+$3.0M
- Fiserv, Inc.FISV44,933 shares · 0.2% of their software · price +$1.4M$8.1M+$3.4M
- CCC Intelligent Solutions Holdings Inc.CCC728,935 shares · 0.2% of their software$8.1M+$1.2M
- AkamaiAKAM74,312 shares · 0.2% of their software · price +$808K$7.5M−$3.6M
- CoStarCSGP90,640 shares · 0.2% of their software$6.8M−$7.5M
- ZoomZM97,679 shares · 0.2% of their software · price +$1.0M$6.8M+$4.5M
- DigitalOceanDOCN161,856 shares · 0.2% of their software · price +$913K$6.5MFlat
- RingCentralRNG203,219 shares · 0.2% of their software · price +$697K$6.4M−$3.1M
- Donnelley Financial Solutions, Inc.DFIN95,636 shares · 0.2% of their software · price +$594K$6.3M−$907K
- OpenTextOTEX164,421 shares · 0.2% of their software · price +$533K$5.5MFlat
- ShopifySHOP67,827 shares · 0.2% of their software · price +$956K$5.4M+$2.3M
- Euronet Worldwide, Inc.EEFT51,930 shares · 0.2% of their software$5.2M+$2.7M
- CrowdStrikeCRWD17,548 shares · 0.1% of their software · price −$1.8M$4.9MFlat
- MorningstarMORN13,505 shares · 0.1% of their software$4.3M−$1.7M
- Gen DigitalGEN156,941 shares · 0.1% of their software$4.3M+$2.8M
- ePlus inc.PLUS40,111 shares · 0.1% of their software · price +$989K$3.9M+$1.6M
- GitLabGTLB74,842 shares · 0.1% of their software$3.9M−$12.3M
- ProcorePCOR61,688 shares · 0.1% of their software$3.8M−$10.4M
- Rapid7RPD84,148 shares · 0.1% of their software$3.4M+$1.3M
- Amdocs LimitedDOX38,095 shares · 0.1% of their software$3.3M−$699K
- The Trade DeskTTD29,486 shares · 0.1% of their software$3.2M−$2.1M
- Full Truck Alliance Co. Ltd.YMM337,399 shares · 0.1% of their software$3.0M−$1.2M
- SentinelOneS112,840 shares · 0.1% of their software$2.7MNew · +$2.4M
- Upbound Group, Inc.UPBD81,732 shares · 0.1% of their software$2.6M−$1.1M
- Lyft, Inc.LYFT177,196 shares · 0.1% of their software$2.3M−$9.1M
- ProgressPRGS33,355 shares · 0.1% of their software$2.2MFlat
- BILLBILL41,046 shares · 0.1% of their software$2.2M+$1.6M
- F5, Inc.FFIV9,273 shares · 0.1% of their software$2.0MFlat
- BlackbaudBLKB17,783 shares · 0.0% of their software$1.5M+$707K
- LiveRamp Holdings, Inc.RAMP57,961 shares · 0.0% of their software$1.4MFlat
- DLocal LimitedDLO175,284 shares · 0.0% of their software$1.4MFlat
- PTCPTC7,560 shares · 0.0% of their software$1.4MFlat
- Remitly Global, Inc.RELY101,416 shares · 0.0% of their software$1.4MFlat
- GuidewireGWRE7,407 shares · 0.0% of their software$1.4MFlat
- EVERTEC, Inc.EVTC37,886 shares · 0.0% of their software$1.3M−$3.1M
- Bitdeer Technologies GroupBTDR155,271 shares · 0.0% of their software$1.2MNew · +$1.6M
- SemrushSEMR67,269 shares · 0.0% of their software$1.1M—
- PegasystemsPEGA12,801 shares · 0.0% of their software$936K−$2.4M
- Endava plcDAVA34,521 shares · 0.0% of their software$882K+$598K
- Corpay, Inc.CPAY2,681 shares · 0.0% of their software$839KFlat
- Radware Ltd.RDWR36,150 shares · 0.0% of their software$805KNew · +$659K
- PubMaticPUBM52,854 shares · 0.0% of their software$786KFlat
- Bandwidth Inc.BAND40,222 shares · 0.0% of their software$704KFlat
- CourseraCOUR87,886 shares · 0.0% of their software$698KFlat
- PhreesiaPHR28,321 shares · 0.0% of their software$645KNew · +$600K
- Tuya Inc.TUYA373,707 shares · 0.0% of their software$617KFlat
- nCinoNCNO19,107 shares · 0.0% of their software$604KNew · +$601K
- Consensus Cloud Solutions, Inc.CCSI21,883 shares · 0.0% of their software$515KFlat
- TenableTENB12,080 shares · 0.0% of their software$489KFlat
- Digital TurbineAPPS155,335 shares · 0.0% of their software$477KFlat
- Repay Holdings CorporationRPAY57,391 shares · 0.0% of their software$468KNew · +$606K
- NetScout Systems, Inc.NTCT18,807 shares · 0.0% of their software$409KFlat
- Block, Inc.XYZ5,846 shares · 0.0% of their software$392K−$31.8M
- GigaCloud Technology Inc.GCT16,675 shares · 0.0% of their software$383KNew · +$507K
- Grab Holdings LimitedGRAB99,491 shares · 0.0% of their software$378KNew · Flat
- Sprout SocialSPT10,134 shares · 0.0% of their software$295KNew · Flat
- Cognyte Software Ltd.CGNT41,965 shares · 0.0% of their software$285KFlat
- ACI WorldwideACIW5,491 shares · 0.0% of their software$279KNew · Flat
- PagSeguro Digital Ltd.PAGS28,334 shares · 0.0% of their software$244KFlat
- Diebold Nixdorf, IncorporatedDBD5,292 shares · 0.0% of their software$236KFlat
- FreshworksFRSH17,798 shares · 0.0% of their software$204K−$5.0M
- ElasticESTC2,654 shares · 0.0% of their software$204KFlat
- OneSpan Inc.OSPN11,559 shares · 0.0% of their software$193KNew · Flat
- DomoDOMO24,135 shares · 0.0% of their software$181K—
- Commerce.com, Inc.CMRC27,672 shares · 0.0% of their software$162KFlat
- SoundThinking, Inc.SSTI13,045 shares · 0.0% of their software$151KNew · Flat
- Sabre CorporationSABR40,900 shares · 0.0% of their software$150KNew · Flat
- Payoneer Global Inc.PAYO18,156 shares · 0.0% of their software$137KFlat
- FastlyFSLY13,656 shares · 0.0% of their software$103KFlat
- Expensify, Inc.EXFY29,850 shares · 0.0% of their software$59KFlat
- Rackspace Technology, Inc.RXT20,030 shares · 0.0% of their software$49KNew · Flat