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.

• MicrosoftMSFT−$97.0M$1.7B
• NICENICE+$54.5M$196M
• AutodeskADSK−$36.1M$113M
• Alarm.com Holdings, Inc.ALRM−$29.0M$37.6M
• Gen DigitalGEN+$27.3M$29.5M

Software held

• MicrosoftMSFT10,701,048 shares · 51.5% of their software · price +$200M$1.7B−$97.0M
• AdobeADBE721,893 shares · 7.3% of their software · price +$38.7M$238M−$25.2M
• NICENICE1,262,187 shares · 6.0% of their software · price +$14.3M$196M+$54.5M
• Fiserv, Inc.FISV1,563,090 shares · 5.5% of their software · price +$18.8M$181M−$2.1M
• AutodeskADSK614,264 shares · 3.4% of their software · price +$22.0M$113M−$36.1M
• PaylocityPCTY856,253 shares · 3.2% of their software · price +$19.9M$103M−$1.2M
• SalesforceCRM528,530 shares · 2.6% of their software · price +$7.5M$86.0MFlat
• OracleORCL1,236,553 shares · 2.0% of their software · price −$2.5M$65.5M−$3.1M
• Five9FIVN812,692 shares · 1.6% of their software · price +$9.6M$53.3M+$7.6M
• IntuitINTU179,642 shares · 1.4% of their software · price −$720K$47.1M−$4.5M
• ACI WorldwideACIW1,225,935 shares · 1.4% of their software · price +$8.0M$46.4M+$13.9M
• Manhattan AssociatesMANH506,523 shares · 1.2% of their software$40.4M−$647K
• Alarm.com Holdings, Inc.ALRM873,887 shares · 1.1% of their software · price −$3.2M$37.6M−$29.0M
• PegasystemsPEGA441,514 shares · 1.1% of their software · price +$5.1M$35.2M−$5.1M
• Rapid7RPD589,216 shares · 1.0% of their software · price +$6.3M$33.0M+$7.1M
• Automatic Data Processing, Inc.ADP179,991 shares · 0.9% of their software · price +$1.6M$30.7M−$823K
• Bandwidth Inc.BAND476,350 shares · 0.9% of their software · price −$505K$30.5M+$12.9M
• Gen DigitalGEN1,154,764 shares · 0.9% of their software · price +$2.2M$29.5MNew · +$27.3M
• Uber Technologies, Inc.UBER748,307 shares · 0.7% of their software · price −$546K$22.3M+$22.1M
• ServiceNowNOW71,388 shares · 0.6% of their software · price +$2.0M$20.2M+$11.9M
• VeriskVRSK128,152 shares · 0.6% of their software · price −$1.1M$19.1M−$4.8M
• Paychex, Inc.PAYX197,708 shares · 0.5% of their software$16.8MFlat
• Fair IsaacFICO42,955 shares · 0.5% of their software · price +$3.1M$16.1MFlat
• Roper Technologies, Inc.ROP42,427 shares · 0.5% of their software$15.0MFlat
• NetApp, Inc.NTAP226,936 shares · 0.4% of their software · price +$2.2M$14.1MFlat
• CadenceCDNS146,224 shares · 0.3% of their software$10.1M+$1.2M
• VeriSign, Inc.VRSN42,353 shares · 0.2% of their software$8.2MFlat
• SynopsysSNPS57,307 shares · 0.2% of their software$8.0MFlat
• FortinetFTNT71,230 shares · 0.2% of their software · price +$2.1M$7.6MFlat
• BroadridgeBR58,017 shares · 0.2% of their software$7.2MFlat
• AkamaiAKAM76,688 shares · 0.2% of their software$6.6MFlat
• Amdocs LimitedDOX89,228 shares · 0.2% of their software · price +$543K$6.4MFlat
• Lyft, Inc.LYFT108,463 shares · 0.1% of their software$4.7MFlat
• WorkdayWDAY21,669 shares · 0.1% of their software$3.6MFlat
• F5, Inc.FFIV23,458 shares · 0.1% of their software$3.3MFlat
• VeevaVEEV21,358 shares · 0.1% of their software$3.0MFlat
• Check PointCHKP27,001 shares · 0.1% of their software$3.0MFlat
• Palo Alto NetworksPANW12,719 shares · 0.1% of their software$2.9MFlat
• CoStarCSGP4,863 shares · 0.1% of their software$2.9MFlat
• Block, Inc.XYZ45,709 shares · 0.1% of their software$2.9MFlat
• TenableTENB93,074 shares · 0.1% of their software$2.2M+$1.8M
• SS&CSSNC30,115 shares · 0.1% of their software$1.8MFlat
• PaycomPAYC6,634 shares · 0.1% of their software$1.8MFlat
• OktaOKTA13,949 shares · 0.0% of their software$1.6MFlat
• GoDaddyGDDY23,662 shares · 0.0% of their software$1.6MFlat
• TwilioTWLO15,796 shares · 0.0% of their software$1.6MFlat
• NutanixNTNX45,246 shares · 0.0% of their software$1.4MNew · +$1.2M
• TrimbleTRMB33,774 shares · 0.0% of their software$1.4MFlat
• PagerDutyPD46,271 shares · 0.0% of their software$1.1MNew · +$1.3M
• PTCPTC14,266 shares · 0.0% of their software$1.1MFlat
• FactSetFDS3,565 shares · 0.0% of their software$956KFlat
• CrowdStrikeCRWD15,502 shares · 0.0% of their software$773KNew · +$904K
• RingCentralRNG4,105 shares · 0.0% of their software$692KNew · +$516K
• Tyler TechnologiesTYL2,208 shares · 0.0% of their software$662KNew · +$580K
• GuidewireGWRE4,699 shares · 0.0% of their software$516KNew · Flat
• DocuSignDOCU5,967 shares · 0.0% of their software$442KFlat
• Sabre CorporationSABR15,669 shares · 0.0% of their software$352KFlat
• MongoDBMDB2,402 shares · 0.0% of their software$316KFlat
• DropboxDBX13,411 shares · 0.0% of their software$240KFlat