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−$110M$1.8B
• Five9FIVN−$31.4M$1.7M
• PaylocityPCTY−$26.9M$67.7M
• PegasystemsPEGA−$22.6M$25.5M
• AdobeADBE−$21.3M$300M

Software held

• MicrosoftMSFT8,605,466 shares · 54.2% of their software · price +$58.7M$1.8B−$110M
• AdobeADBE611,350 shares · 9.0% of their software · price +$33.7M$300M−$21.3M
• NICENICE965,438 shares · 6.6% of their software · price +$36.5M$219M−$7.6M
• Fiserv, Inc.FISV1,392,821 shares · 4.3% of their software · price +$7.6M$144M−$7.6M
• AutodeskADSK558,414 shares · 3.9% of their software · price −$4.6M$129M+$5.8M
• SalesforceCRM405,169 shares · 3.1% of their software · price +$25.9M$102M−$18.0M
• AkamaiAKAM774,809 shares · 2.6% of their software · price +$2.7M$85.6M−$3.4M
• PaylocityPCTY419,239 shares · 2.0% of their software · price +$6.5M$67.7M−$26.9M
• OracleORCL956,939 shares · 1.7% of their software · price +$4.2M$57.1M−$9.4M
• IntuitINTU143,518 shares · 1.4% of their software · price +$4.3M$46.8M−$6.0M
• Rapid7RPD663,901 shares · 1.2% of their software · price +$6.8M$40.7M−$3.8M
• ServiceNowNOW59,370 shares · 0.9% of their software · price +$4.7M$28.8M−$3.2M
• Bandwidth Inc.BAND148,780 shares · 0.8% of their software · price +$7.1M$26.0M−$14.8M
• PegasystemsPEGA210,318 shares · 0.8% of their software · price +$4.2M$25.5M−$22.6M
• Manhattan AssociatesMANH229,600 shares · 0.7% of their software$21.9MFlat
• Automatic Data Processing, Inc.ADP148,662 shares · 0.6% of their software · price −$1.4M$20.7M−$2.8M
• Gen DigitalGEN920,969 shares · 0.6% of their software · price +$930K$19.2M−$782K
• Amdocs LimitedDOX306,710 shares · 0.5% of their software · price −$1.1M$17.6M+$4.8M
• Roper Technologies, Inc.ROP35,026 shares · 0.4% of their software$13.8M−$1.8M
• Endava plcDAVA199,950 shares · 0.4% of their software · price +$3.0M$12.6M+$4.6M
• CadenceCDNS117,450 shares · 0.4% of their software · price +$1.3M$12.5M−$1.8M
• SynopsysSNPS50,196 shares · 0.3% of their software · price +$953K$10.7M−$813K
• Paychex, Inc.PAYX128,213 shares · 0.3% of their software · price +$515K$10.2M−$983K
• VeriskVRSK52,956 shares · 0.3% of their software · price +$800K$9.8M−$7.1M
• VeriSign, Inc.VRSN42,633 shares · 0.3% of their software$8.7M−$979K
• ZoomZM17,767 shares · 0.3% of their software · price +$3.8M$8.4M+$2.9M
• FortinetFTNT59,945 shares · 0.2% of their software · price −$1.2M$7.1M+$550K
• Block, Inc.XYZ38,946 shares · 0.2% of their software · price +$2.2M$6.3M−$954K
• NetApp, Inc.NTAP124,472 shares · 0.2% of their software$5.5M−$725K
• VeevaVEEV18,241 shares · 0.2% of their software · price +$853K$5.1M−$647K
• Uber Technologies, Inc.UBER129,708 shares · 0.1% of their software · price +$700K$4.7M−$843K
• BroadridgeBR35,668 shares · 0.1% of their software$4.7M−$771K
• PaycomPAYC15,092 shares · 0.1% of their software$4.7M−$724K
• Tyler TechnologiesTYL12,332 shares · 0.1% of their software$4.3MFlat
• DocuSignDOCU18,425 shares · 0.1% of their software · price +$793K$4.0M−$713K
• WorkdayWDAY18,333 shares · 0.1% of their software · price +$509K$3.9M−$896K
• TwilioTWLO13,989 shares · 0.1% of their software$3.5MFlat
• CoStarCSGP3,955 shares · 0.1% of their software · price +$545K$3.4M−$760K
• Fair IsaacFICO6,970 shares · 0.1% of their software$3.0M−$7.7M
• Check PointCHKP21,439 shares · 0.1% of their software$2.6MFlat
• Palo Alto NetworksPANW10,250 shares · 0.1% of their software$2.5M−$702K
• OktaOKTA11,654 shares · 0.1% of their software$2.5M−$631K
• F5, Inc.FFIV19,571 shares · 0.1% of their software$2.4MFlat
• The Trade DeskTTD4,175 shares · 0.1% of their software$2.2M+$731K
• RingCentralRNG7,724 shares · 0.1% of their software$2.1M−$564K
• WixWIX6,683 shares · 0.1% of their software$1.7M+$1.1M
• Five9FIVN12,800 shares · 0.0% of their software$1.7M−$31.4M
• SS&CSSNC25,616 shares · 0.0% of their software$1.5MFlat
• DatadogDDOG13,994 shares · 0.0% of their software$1.4M+$678K
• GoDaddyGDDY16,814 shares · 0.0% of their software$1.3M−$860K
• FactSetFDS3,787 shares · 0.0% of their software$1.3MFlat
• TrimbleTRMB25,283 shares · 0.0% of their software$1.2MFlat
• ZscalerZS7,172 shares · 0.0% of their software$1.0MNew · +$785K
• PTCPTC11,847 shares · 0.0% of their software$980KFlat
• NutanixNTNX29,993 shares · 0.0% of their software$665KNew · +$711K
• CrowdStrikeCRWD4,258 shares · 0.0% of their software$585KFlat
• Lyft, Inc.LYFT16,912 shares · 0.0% of their software$466KFlat
• MongoDBMDB1,474 shares · 0.0% of their software$341KFlat
• GuidewireGWRE2,626 shares · 0.0% of their software$274KFlat
• SnowflakeSNOW900 shares · 0.0% of their software$226KNew · Flat