Generalist · Edinburgh, United Kingdom
Aberdeen Group
Q1 2020 · compared with Q4 2019
Filed as Aberdeen Group PLC
- Software
- $2.9B
- Weight of 13F
- 9.2%
- Names
- 59
- Net bought
- −$223M
Filed 13 May 2020 · SEC filing.
910 positions in the whole 13F.
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.
Software held
- MicrosoftMSFT10,130,552 shares · 55.7% of their software$1.6B−$90.0M
- AdobeADBE704,146 shares · 7.8% of their software · price −$8.1M$224M−$5.9M
- NICENICE1,121,814 shares · 5.6% of their software · price −$13.0M$161M−$21.8M
- Fiserv, Inc.FISV1,529,780 shares · 5.1% of their software · price −$31.6M$145M−$3.9M
- AutodeskADSK653,045 shares · 3.6% of their software · price −$17.9M$102M+$7.1M
- SalesforceCRM514,216 shares · 2.6% of their software · price −$9.6M$74.0M−$2.3M
- PaylocityPCTY771,333 shares · 2.4% of their software · price −$25.1M$68.2M−$10.3M
- OracleORCL1,290,415 shares · 2.2% of their software · price −$6.0M$62.4M+$2.9M
- Five9FIVN541,788 shares · 1.4% of their software · price +$5.9M$41.5M−$17.8M
- IntuitINTU175,119 shares · 1.4% of their software · price −$5.6M$40.3M−$1.2M
- Rapid7RPD800,588 shares · 1.2% of their software · price −$10.2M$34.7M+$11.8M
- ACI WorldwideACIW1,180,206 shares · 1.0% of their software · price −$16.2M$28.5M−$1.7M
- PegasystemsPEGA383,715 shares · 1.0% of their software · price −$3.2M$27.3M−$4.6M
- Bandwidth Inc.BAND385,637 shares · 0.9% of their software · price +$1.2M$25.9M−$5.8M
- Automatic Data Processing, Inc.ADP178,919 shares · 0.9% of their software · price −$6.1M$24.5MFlat
- VeriskVRSK150,375 shares · 0.7% of their software · price −$1.5M$21.0M+$3.3M
- ServiceNowNOW71,485 shares · 0.7% of their software$20.5MFlat
- Gen DigitalGEN931,835 shares · 0.6% of their software · price −$6.3M$17.4M−$5.7M
- Manhattan AssociatesMANH288,731 shares · 0.5% of their software · price −$8.6M$14.4M−$17.4M
- Roper Technologies, Inc.ROP42,239 shares · 0.5% of their software · price −$1.8M$13.2MFlat
- Fair IsaacFICO40,798 shares · 0.4% of their software · price −$2.7M$12.6M−$808K
- Paychex, Inc.PAYX196,764 shares · 0.4% of their software · price −$4.4M$12.4MFlat
- CadenceCDNS144,728 shares · 0.3% of their software$9.6MFlat
- NetApp, Inc.NTAP208,547 shares · 0.3% of their software · price −$4.3M$8.7M−$1.1M
- SynopsysSNPS60,695 shares · 0.3% of their software · price −$632K$7.8MFlat
- AkamaiAKAM77,864 shares · 0.2% of their software$7.1MFlat
- VeriSign, Inc.VRSN39,491 shares · 0.2% of their software$7.1M−$551K
- FortinetFTNT67,373 shares · 0.2% of their software$6.8MFlat
- BroadridgeBR48,812 shares · 0.2% of their software · price −$1.4M$4.6M−$1.1M
- Amdocs LimitedDOX81,508 shares · 0.2% of their software · price −$1.4M$4.5M−$557K
- PaycomPAYC18,702 shares · 0.1% of their software · price −$1.2M$3.8M+$3.2M
- VeevaVEEV21,726 shares · 0.1% of their software$3.4MFlat
- CoStarCSGP4,812 shares · 0.1% of their software$2.8MFlat
- WorkdayWDAY21,676 shares · 0.1% of their software · price −$742K$2.8MFlat
- Uber Technologies, Inc.UBER95,291 shares · 0.1% of their software$2.7M−$19.4M
- F5, Inc.FFIV23,629 shares · 0.1% of their software · price −$780K$2.5MFlat
- Check PointCHKP24,047 shares · 0.1% of their software$2.4MFlat
- Block, Inc.XYZ45,591 shares · 0.1% of their software$2.4MFlat
- Endava plcDAVA60,710 shares · 0.1% of their software · price −$695K$2.1MNew · +$2.8M
- Palo Alto NetworksPANW12,659 shares · 0.1% of their software · price −$852K$2.1MFlat
- RingCentralRNG9,744 shares · 0.1% of their software$2.1M+$951K
- OktaOKTA14,021 shares · 0.1% of their software$1.7MFlat
- DocuSignDOCU17,848 shares · 0.1% of their software$1.7M+$881K
- TwilioTWLO15,861 shares · 0.0% of their software$1.4MFlat
- SS&CSSNC30,352 shares · 0.0% of their software · price −$534K$1.3MFlat
- GoDaddyGDDY23,057 shares · 0.0% of their software$1.3MFlat
- TrimbleTRMB33,376 shares · 0.0% of their software$1.1MFlat
- PTCPTC14,241 shares · 0.0% of their software$872KFlat
- Lyft, Inc.LYFT31,035 shares · 0.0% of their software · price −$502K$834K−$3.3M
- PagerDutyPD47,672 shares · 0.0% of their software$824KFlat
- FactSetFDS2,813 shares · 0.0% of their software$733KFlat
- Tyler TechnologiesTYL2,275 shares · 0.0% of their software$675KFlat
- CrowdStrikeCRWD10,954 shares · 0.0% of their software$610KFlat
- Health CatalystHCAT23,060 shares · 0.0% of their software$603KNew · +$800K
- GuidewireGWRE4,843 shares · 0.0% of their software$384KFlat
- MongoDBMDB2,472 shares · 0.0% of their software$338KFlat
- DropboxDBX14,122 shares · 0.0% of their software$256KFlat
- WixWIX2,312 shares · 0.0% of their software$233KNew · Flat
- Sabre CorporationSABR20,190 shares · 0.0% of their software$120KFlat