Aberdeen Group

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—

What moved the book

The five software lines with the largest share change this quarter.

• AdobeADBE+$155M$231M
• SalesforceCRM−$92.8M$13.0M
• PaylocityPCTY+$48.3M$46.6M
• OracleORCL−$45.5M$431M
• MicrosoftMSFT−$20.9M$675M

Software held

• MicrosoftMSFT7,886,521 shares · 29.8% of their software · price +$87.1M$675M−$20.9M
• OracleORCL9,114,348 shares · 19.0% of their software · price −$9.8M$431M−$45.5M
• Check PointCHKP3,140,091 shares · 14.4% of their software · price −$32.7M$325M—
• AdobeADBE1,317,654 shares · 10.2% of their software · price +$34.3M$231M+$155M
• Amdocs LimitedDOX2,492,964 shares · 7.2% of their software · price +$2.9M$163M−$19.4M
• Manhattan AssociatesMANH1,633,801 shares · 3.6% of their software · price +$13.0M$80.9M+$11.2M
• Fair IsaacFICO444,182 shares · 3.0% of their software · price +$5.6M$68.1M−$1.1M
• PegasystemsPEGA993,088 shares · 2.1% of their software · price −$10.4M$46.8M+$13.7M
• PaylocityPCTY988,472 shares · 2.1% of their software · price −$1.6M$46.6MNew · +$48.3M
• NetApp, Inc.NTAP527,788 shares · 1.3% of their software · price +$6.1M$29.2M−$925K
• Paychex, Inc.PAYX304,661 shares · 0.9% of their software · price +$2.5M$20.7MFlat
• IntuitINTU128,622 shares · 0.9% of their software · price +$2.0M$20.3MFlat
• Alarm.com Holdings, Inc.ALRM537,718 shares · 0.9% of their software · price −$4.0M$20.3M+$4.6M
• VeriskVRSK193,170 shares · 0.8% of their software · price +$2.5M$18.5M−$6.3M
• F5, Inc.FFIV137,778 shares · 0.8% of their software · price +$1.5M$18.1M+$2.8M
• SalesforceCRM127,217 shares · 0.6% of their software · price +$1.1M$13.0M−$92.8M
• Automatic Data Processing, Inc.ADP105,298 shares · 0.5% of their software · price +$829K$12.3MFlat
• VeriSign, Inc.VRSN107,366 shares · 0.5% of their software · price +$864K$12.3M+$9.4M
• Fiserv, Inc.FISV48,231 shares · 0.3% of their software$6.3MFlat
• Roper Technologies, Inc.ROP23,112 shares · 0.3% of their software$6.0MFlat
• AutodeskADSK38,988 shares · 0.2% of their software$4.1MFlat
• SynopsysSNPS43,256 shares · 0.2% of their software$3.7MFlat
• SAPSAP27,600 shares · 0.1% of their software$3.1MFlat
• OktaOKTA97,549 shares · 0.1% of their software$2.5MNew · +$2.8M
• CadenceCDNS51,273 shares · 0.1% of their software$2.1MFlat
• AkamaiAKAM31,238 shares · 0.1% of their software · price +$510K$2.0M−$1.2M