Generalist · Edinburgh, United Kingdom
Aberdeen Group
Q3 2017 · compared with Q2 2017
Filed as Aberdeen Group PLC
- Software
- $1.9B
- Weight of 13F
- 3.5%
- Names
- 24
- Net bought
- —
Filed 14 November 2017 · SEC filing.
778 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 202664 names$6.0B+$108M
- Q1 202664 names$5.6B+$145M
- Q4 202565 names$7.2B−$140M
- Q3 202570 names$7.9B−$12.4M
- Q2 202572 names$7.8B+$178M
- Q1 202570 names$6.0B+$152M
- Q4 202470 names$6.6B+$206M
- Q3 202471 names$6.2B−$394M
- Q2 202476 names$6.7B+$330M
- Q1 202475 names$6.3B+$537M
- Q4 202371 names$5.2B+$44.5M
- Q3 202372 names$4.4B−$293M
- Q2 202371 names$5.0B+$65.4M
- Q1 202370 names$4.3B+$99.7M
- Q4 202271 names$3.6B+$151M
- Q3 202268 names$3.3B+$425M
- Q2 202271 names$3.1B+$242M
- Q1 202274 names$3.8B−$282M
- Q4 202177 names$4.6B−$176M
- Q3 202175 names$4.4B−$55.3M
- Q2 202171 names$4.3B+$53.4M
- Q1 202166 names$3.8B+$188M
- Q4 202064 names$3.6B−$62.9M
- Q3 202060 names$3.3B−$335M
- Q2 202062 names$3.5B−$188M
- Q1 202059 names$2.9B−$223M
- Q4 201959 names$3.3B−$45.1M
- Q3 201953 names$3.0B−$267M
- Q2 201951 names$3.2B+$251M
- Q1 201940 names$2.7B−$96.4M
- Q4 201840 names$2.3B−$216M
- Q3 201836 names$2.9B−$222M
- Q2 201836 names$2.8B+$75.7M
- Q1 201827 names$2.5B+$166M
- Q4 201726 names$2.3B+$60.0M
- Q3 201724 names$1.9B—
Software held
- MicrosoftMSFT8,166,525 shares · 32.8% of their software$608M—
- OracleORCL10,055,815 shares · 26.2% of their software$486M—
- Amdocs LimitedDOX2,794,177 shares · 9.7% of their software$180M—
- Check PointCHKP3,251,235 shares · 6.2% of their software · Implied price is far from the quarter-end close$115M—
- SalesforceCRM1,120,461 shares · 5.6% of their software$105M—
- Fair IsaacFICO452,054 shares · 3.4% of their software$63.5M—
- Manhattan AssociatesMANH1,363,197 shares · 3.1% of their software$56.7M—
- PegasystemsPEGA754,774 shares · 2.3% of their software$43.5M—
- AdobeADBE279,616 shares · 2.2% of their software$41.7M—
- NetApp, Inc.NTAP548,930 shares · 1.3% of their software$24.0M—
- VeriskVRSK269,376 shares · 1.2% of their software$22.4M—
- Alarm.com Holdings, Inc.ALRM435,507 shares · 1.1% of their software$19.7M—
- Paychex, Inc.PAYX307,217 shares · 1.0% of their software$18.4M—
- IntuitINTU128,149 shares · 1.0% of their software$18.2M—
- F5, Inc.FFIV114,416 shares · 0.7% of their software$13.8M—
- Automatic Data Processing, Inc.ADP104,564 shares · 0.6% of their software$11.4M—
- Fiserv, Inc.FISV47,756 shares · 0.3% of their software$6.2M—
- Roper Technologies, Inc.ROP24,094 shares · 0.3% of their software$5.9M—
- AutodeskADSK34,625 shares · 0.2% of their software$3.9M—
- SynopsysSNPS43,831 shares · 0.2% of their software$3.5M—
- SAPSAP25,900 shares · 0.2% of their software$2.8M—
- AkamaiAKAM56,561 shares · 0.1% of their software$2.8M—
- VeriSign, Inc.VRSN19,467 shares · 0.1% of their software$2.1M—
- CadenceCDNS49,617 shares · 0.1% of their software$2.0M—