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.

• OracleORCL+$99.5M$513M
• MicrosoftMSFT+$63.9M$788M
• Fair IsaacFICO−$28.7M$43.5M
• IntuitINTU+$13.7M$37.4M
• PegasystemsPEGA−$9.3M$48.3M

Software held

• MicrosoftMSFT8,632,983 shares · 31.3% of their software · price +$49.5M$788M+$63.9M
• OracleORCL11,219,886 shares · 20.4% of their software · price −$17.2M$513M+$99.5M
• Check PointCHKP3,081,694 shares · 12.1% of their software · price −$13.2M$306M−$6.1M
• AdobeADBE1,354,434 shares · 11.6% of their software · price +$55.3M$293M+$6.4M
• Amdocs LimitedDOX2,466,495 shares · 6.5% of their software · price +$3.1M$165M−$1.7M
• Manhattan AssociatesMANH1,633,036 shares · 2.7% of their software · price −$12.5M$68.4MFlat
• PaylocityPCTY1,118,945 shares · 2.3% of their software · price +$4.6M$57.3M+$6.2M
• PegasystemsPEGA796,096 shares · 1.9% of their software · price +$10.7M$48.3M−$9.3M
• Fair IsaacFICO256,825 shares · 1.7% of their software · price +$4.2M$43.5M−$28.7M
• IntuitINTU215,573 shares · 1.5% of their software · price +$3.4M$37.4M+$13.7M
• NetApp, Inc.NTAP562,879 shares · 1.4% of their software · price +$3.6M$34.7M+$1.9M
• Alarm.com Holdings, Inc.ALRM549,542 shares · 0.8% of their software$20.7MFlat
• Paychex, Inc.PAYX321,005 shares · 0.8% of their software · price −$2.1M$19.8M+$1.1M
• F5, Inc.FFIV135,415 shares · 0.8% of their software · price +$1.8M$19.6MFlat
• VeriskVRSK186,937 shares · 0.8% of their software · price +$1.5M$19.4M−$598K
• VeriSign, Inc.VRSN143,868 shares · 0.7% of their software · price +$593K$17.1M+$4.2M
• SalesforceCRM145,436 shares · 0.7% of their software · price +$2.0M$16.9M+$1.9M
• Automatic Data Processing, Inc.ADP103,857 shares · 0.5% of their software$11.8MFlat
• BroadridgeBR90,854 shares · 0.4% of their software · price +$1.7M$10.0MNew · +$8.2M
• Fiserv, Inc.FISV92,182 shares · 0.3% of their software · price −$5.5M$6.6M+$5.8M
• Roper Technologies, Inc.ROP22,263 shares · 0.2% of their software$6.3MFlat
• AutodeskADSK38,112 shares · 0.2% of their software · price +$791K$4.8MFlat
• AppianAPPN139,829 shares · 0.1% of their software · price −$881K$3.5MNew · +$4.4M
• SynopsysSNPS36,993 shares · 0.1% of their software$3.1M−$534K
• OktaOKTA55,253 shares · 0.1% of their software · price +$787K$2.2M−$1.1M
• AkamaiAKAM29,977 shares · 0.1% of their software$2.1MFlat
• CadenceCDNS50,861 shares · 0.1% of their software$1.9MFlat