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.

• Amdocs LimitedDOX−$183M$1.1M
• MicrosoftMSFT+$157M$1.5B
• OracleORCL−$138M$116M
• Check PointCHKP−$31.2M$169M
• Five9FIVN+$30.9M$37.3M

Software held

• MicrosoftMSFT12,502,719 shares · 54.8% of their software · price +$205M$1.5B+$157M
• Check PointCHKP1,332,822 shares · 6.3% of their software · price +$31.8M$169M−$31.2M
• OracleORCL2,157,231 shares · 4.3% of their software · price +$18.5M$116M−$138M
• PaylocityPCTY1,263,402 shares · 4.2% of their software · price +$36.6M$113M−$20.1M
• Alarm.com Holdings, Inc.ALRM1,418,385 shares · 3.4% of their software · price +$18.5M$92.1M+$1.6M
• AdobeADBE332,320 shares · 3.3% of their software · price +$13.4M$88.6M−$3.8M
• IntuitINTU331,448 shares · 3.2% of their software · price +$21.4M$86.7M+$10.1M
• SalesforceCRM444,753 shares · 2.6% of their software · price +$9.5M$70.5M+$28.6M
• PegasystemsPEGA891,541 shares · 2.2% of their software · price +$15.3M$58.0M−$6.5M
• Manhattan AssociatesMANH905,263 shares · 1.9% of their software · price +$11.5M$49.9M−$5.3M
• Fair IsaacFICO179,039 shares · 1.8% of their software · price +$15.2M$48.7M−$5.4M
• Five9FIVN706,281 shares · 1.4% of their software · price +$6.4M$37.3MNew · +$30.9M
• Automatic Data Processing, Inc.ADP192,926 shares · 1.1% of their software · price +$5.5M$30.8M+$7.3M
• NetApp, Inc.NTAP443,090 shares · 1.1% of their software · price +$4.3M$30.7M−$1.8M
• NICENICE246,139 shares · 1.1% of their software · price +$3.5M$30.2MNew · +$26.6M
• VeriskVRSK202,415 shares · 1.0% of their software · price +$4.8M$26.9M+$2.8M
• F5, Inc.FFIV121,196 shares · 0.7% of their software · price −$618K$19.0M−$3.6M
• Paychex, Inc.PAYX207,533 shares · 0.6% of their software · price +$3.1M$16.6M+$2.6M
• Roper Technologies, Inc.ROP44,961 shares · 0.6% of their software · price +$3.4M$15.4M+$3.8M
• Fiserv, Inc.FISV173,157 shares · 0.6% of their software · price +$2.6M$15.3M+$3.9M
• AutodeskADSK88,883 shares · 0.5% of their software · price +$2.4M$13.9M+$4.1M
• BroadridgeBR133,502 shares · 0.5% of their software · price +$993K$13.8M+$1.5M
• FortinetFTNT146,782 shares · 0.5% of their software · price +$2.0M$12.3M+$5.3M
• VeriSign, Inc.VRSN44,622 shares · 0.3% of their software · price +$1.5M$8.1M+$2.2M
• CadenceCDNS114,410 shares · 0.3% of their software · price +$2.3M$7.3M+$1.7M
• SynopsysSNPS60,012 shares · 0.3% of their software · price +$1.9M$6.9M+$1.7M
• ServiceNowNOW23,515 shares · 0.2% of their software · price +$1.6M$5.8M+$2.4M
• Sabre CorporationSABR253,169 shares · 0.2% of their software$5.4M+$672K
• VeevaVEEV38,339 shares · 0.2% of their software · price +$1.4M$4.9M+$849K
• AkamaiAKAM65,788 shares · 0.2% of their software · price +$699K$4.7M+$1.4M
• WorkdayWDAY18,750 shares · 0.1% of their software · price +$622K$3.6M+$1.8M
• Palo Alto NetworksPANW11,784 shares · 0.1% of their software · price +$643K$2.9M+$1.3M
• Block, Inc.XYZ38,148 shares · 0.1% of their software · price +$718K$2.9M+$1.2M
• CoStarCSGP4,648 shares · 0.1% of their software · price +$600K$2.2M+$918K
• SS&CSSNC27,516 shares · 0.1% of their software · price +$511K$1.8M+$735K
• GoDaddyGDDY21,476 shares · 0.1% of their software$1.6M+$837K
• PTCPTC14,781 shares · 0.1% of their software$1.4M+$737K
• TrimbleTRMB32,160 shares · 0.0% of their software$1.3M+$624K
• Amdocs LimitedDOX19,807 shares · 0.0% of their software$1.1M−$183M
• DocuSignDOCU15,628 shares · 0.0% of their software$810K−$1.1M