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−$131M$369M
• MicrosoftMSFT+$116M$977M
• Check PointCHKP−$41.2M$261M
• Amdocs LimitedDOX+$28.5M$192M
• AdobeADBE+$26.7M$360M

Software held

• MicrosoftMSFT9,906,407 shares · 35.5% of their software · price +$72.7M$977M+$116M
• OracleORCL8,364,768 shares · 13.4% of their software · price −$14.1M$369M−$131M
• AdobeADBE1,477,943 shares · 13.1% of their software · price +$41.0M$360M+$26.7M
• Check PointCHKP2,666,874 shares · 9.5% of their software · price −$4.4M$261M−$41.2M
• Amdocs LimitedDOX2,894,247 shares · 7.0% of their software · price −$1.5M$192M+$28.5M
• PaylocityPCTY1,469,941 shares · 3.1% of their software · price +$11.2M$86.5M+$18.0M
• Manhattan AssociatesMANH1,578,577 shares · 2.7% of their software · price +$8.1M$74.2M−$2.3M
• IntuitINTU257,807 shares · 1.9% of their software · price +$8.0M$52.7M+$7.3M
• SalesforceCRM369,044 shares · 1.8% of their software · price +$7.4M$50.4M+$26.0M
• Fair IsaacFICO231,626 shares · 1.6% of their software · price +$5.5M$44.8M−$4.3M
• NetApp, Inc.NTAP554,768 shares · 1.6% of their software · price +$9.3M$43.6M−$500K
• PegasystemsPEGA759,841 shares · 1.5% of their software · price −$4.4M$41.6M−$2.2M
• Alarm.com Holdings, Inc.ALRM774,408 shares · 1.1% of their software · price +$2.0M$31.3M+$8.5M
• VeriSign, Inc.VRSN226,027 shares · 1.1% of their software · price +$4.3M$31.1M+$9.7M
• F5, Inc.FFIV145,645 shares · 0.9% of their software · price +$4.1M$25.1M+$1.5M
• VeriskVRSK185,648 shares · 0.7% of their software · price +$676K$20.0MFlat
• Paychex, Inc.PAYX287,658 shares · 0.7% of their software · price +$1.9M$19.7M−$2.1M
• Automatic Data Processing, Inc.ADP127,910 shares · 0.6% of their software · price +$2.6M$17.2M+$2.7M
• BroadridgeBR119,870 shares · 0.5% of their software · price +$648K$13.8M+$3.2M
• Fiserv, Inc.FISV114,336 shares · 0.3% of their software$8.5M+$1.6M
• Roper Technologies, Inc.ROP27,986 shares · 0.3% of their software$7.7M+$1.6M
• AutodeskADSK51,205 shares · 0.2% of their software$6.7M+$1.6M
• SynopsysSNPS47,659 shares · 0.1% of their software$4.1M+$888K
• AkamaiAKAM39,490 shares · 0.1% of their software$2.9M+$675K
• CadenceCDNS66,688 shares · 0.1% of their software$2.9M+$582K
• VeevaVEEV28,093 shares · 0.1% of their software$2.2MNew · +$2.1M
• ServiceNowNOW9,591 shares · 0.1% of their software$1.7MNew · +$1.6M
• Palo Alto NetworksPANW5,059 shares · 0.0% of their software$1.0MNew · +$918K
• Block, Inc.XYZ15,720 shares · 0.0% of their software$969KNew · +$773K
• WorkdayWDAY7,588 shares · 0.0% of their software$919KNew · +$965K
• CoStarCSGP2,003 shares · 0.0% of their software$827KNew · +$726K
• SS&CSSNC11,594 shares · 0.0% of their software$602KNew · +$622K
• GoDaddyGDDY8,269 shares · 0.0% of their software$584KNew · +$508K
• FortinetFTNT8,221 shares · 0.0% of their software$513KNew · Flat
• TrimbleTRMB14,018 shares · 0.0% of their software$460KNew · +$503K
• Sabre CorporationSABR11,917 shares · 0.0% of their software$294KNew · Flat