Generalist · Edinburgh, United Kingdom
Aberdeen Group
Q2 2020 · compared with Q1 2020
Filed as Aberdeen Group PLC
- Software
- $3.5B
- Weight of 13F
- 9.5%
- Names
- 62
- Net bought
- −$188M
Filed 10 August 2020 · SEC filing.
920 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
- MicrosoftMSFT9,148,310 shares · 53.8% of their software · price +$419M$1.9B−$155M
- AdobeADBE660,393 shares · 8.3% of their software · price +$77.3M$287M−$13.9M
- NICENICE1,005,789 shares · 5.5% of their software · price +$45.9M$190M−$16.7M
- Fiserv, Inc.FISV1,471,136 shares · 4.2% of their software · price +$3.9M$144M−$5.6M
- AutodeskADSK534,263 shares · 3.7% of their software · price +$44.4M$128M−$18.5M
- SalesforceCRM501,483 shares · 2.7% of their software · price +$21.7M$94.0M−$1.8M
- PaylocityPCTY603,643 shares · 2.5% of their software · price +$34.8M$88.1M−$14.8M
- AkamaiAKAM806,442 shares · 2.5% of their software · price +$12.6M$86.4M+$66.7M
- OracleORCL1,126,174 shares · 1.8% of their software · price +$7.8M$62.2M−$7.9M
- IntuitINTU163,747 shares · 1.4% of their software · price +$10.8M$48.5M−$2.6M
- PegasystemsPEGA433,358 shares · 1.3% of their software · price +$13.0M$43.8M+$3.5M
- Rapid7RPD737,904 shares · 1.1% of their software · price +$5.7M$37.6M−$2.7M
- Bandwidth Inc.BAND264,937 shares · 1.0% of their software · price +$15.8M$33.6M−$8.1M
- Five9FIVN296,714 shares · 1.0% of their software · price +$10.2M$32.9MSplit
- ACI WorldwideACIW1,175,165 shares · 0.9% of their software · price +$3.3M$31.7MFlat
- ServiceNowNOW67,339 shares · 0.8% of their software · price +$8.0M$27.3M−$1.2M
- Automatic Data Processing, Inc.ADP167,452 shares · 0.7% of their software · price +$2.0M$24.9M−$1.6M
- Manhattan AssociatesMANH234,875 shares · 0.6% of their software · price +$10.4M$22.1M−$2.7M
- Gen DigitalGEN960,397 shares · 0.6% of their software · price +$1.1M$19.1M+$534K
- VeriskVRSK94,443 shares · 0.5% of their software · price +$2.9M$16.1M−$7.8M
- Roper Technologies, Inc.ROP39,676 shares · 0.4% of their software · price +$3.0M$15.4M−$799K
- Amdocs LimitedDOX228,375 shares · 0.4% of their software · price +$1.3M$13.9M+$8.1M
- CadenceCDNS136,178 shares · 0.4% of their software · price +$4.1M$13.1M−$565K
- Paychex, Inc.PAYX141,192 shares · 0.3% of their software · price +$1.8M$10.7M−$3.5M
- Fair IsaacFICO25,476 shares · 0.3% of their software · price +$2.8M$10.7M−$4.7M
- SynopsysSNPS54,367 shares · 0.3% of their software · price +$3.6M$10.6M−$815K
- VeriSign, Inc.VRSN47,366 shares · 0.3% of their software · price +$1.3M$9.8M+$1.4M
- FortinetFTNT55,939 shares · 0.2% of their software · price +$2.0M$7.7M−$1.2M
- NetApp, Inc.NTAP140,801 shares · 0.2% of their software$6.2M−$2.8M
- PaycomPAYC17,431 shares · 0.2% of their software · price +$1.9M$5.4MFlat
- BroadridgeBR41,777 shares · 0.2% of their software · price +$1.3M$5.3M−$667K
- Block, Inc.XYZ48,040 shares · 0.1% of their software · price +$2.5M$5.0MFlat
- Endava plcDAVA104,100 shares · 0.1% of their software · price +$1.4M$5.0M+$1.5M
- VeevaVEEV20,999 shares · 0.1% of their software · price +$1.6M$4.9MFlat
- Uber Technologies, Inc.UBER156,830 shares · 0.1% of their software$4.9M+$1.7M
- WorkdayWDAY23,117 shares · 0.1% of their software · price +$1.3M$4.3MFlat
- Tyler TechnologiesTYL11,254 shares · 0.1% of their software · price +$566K$3.9M+$2.7M
- DocuSignDOCU22,565 shares · 0.1% of their software · price +$1.8M$3.9MFlat
- CoStarCSGP5,024 shares · 0.1% of their software · price +$620K$3.6MFlat
- TwilioTWLO16,106 shares · 0.1% of their software · price +$2.1M$3.5MFlat
- F5, Inc.FFIV22,152 shares · 0.1% of their software · price +$728K$3.1MFlat
- Palo Alto NetworksPANW13,305 shares · 0.1% of their software · price +$874K$3.1MFlat
- OktaOKTA14,806 shares · 0.1% of their software · price +$1.2M$3.0MFlat
- RingCentralRNG9,704 shares · 0.1% of their software · price +$709K$2.8MFlat
- Check PointCHKP22,699 shares · 0.1% of their software$2.4MFlat
- GoDaddyGDDY28,546 shares · 0.1% of their software$2.1MFlat
- SS&CSSNC29,486 shares · 0.0% of their software$1.7MFlat
- ZoomZM6,391 shares · 0.0% of their software · price +$687K$1.6MNew · +$934K
- CloudflareNET44,453 shares · 0.0% of their software · price +$554K$1.6MNew · +$1.0M
- TrimbleTRMB32,386 shares · 0.0% of their software$1.4MFlat
- PTCPTC13,946 shares · 0.0% of their software$1.1MFlat
- The Trade DeskTTD2,376 shares · 0.0% of their software · price +$507K$966KNew · Flat
- FactSetFDS2,767 shares · 0.0% of their software$909KFlat
- MongoDBMDB2,682 shares · 0.0% of their software$607KFlat
- CrowdStrikeCRWD6,016 shares · 0.0% of their software$603KSplit
- WixWIX2,312 shares · 0.0% of their software$593KFlat
- Lyft, Inc.LYFT17,098 shares · 0.0% of their software$564KFlat
- DatadogDDOG6,201 shares · 0.0% of their software$539KNew · Flat
- GuidewireGWRE4,863 shares · 0.0% of their software$539KFlat
- PhreesiaPHR14,330 shares · 0.0% of their software$405KNew · Flat
- DropboxDBX14,366 shares · 0.0% of their software$313KFlat
- DynatraceDT7,436 shares · 0.0% of their software$302KNew · Flat