Generalist · Edinburgh, United Kingdom
Aberdeen Group
Q4 2020 · compared with Q3 2020
Filed as Aberdeen Group PLC
- Software
- $3.6B
- Weight of 13F
- 8.8%
- Names
- 64
- Net bought
- −$62.9M
Filed 10 February 2021 · SEC filing.
951 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
- MicrosoftMSFT8,275,756 shares · 51.4% of their software · price +$100M$1.8B−$69.3M
- AdobeADBE587,817 shares · 8.2% of their software · price +$5.7M$294M−$11.5M
- NICENICE913,889 shares · 7.2% of their software · price +$51.6M$259M−$11.7M
- AutodeskADSK509,001 shares · 4.3% of their software · price +$37.8M$155M−$11.4M
- Fiserv, Inc.FISV1,323,685 shares · 4.2% of their software · price +$14.3M$151M−$7.1M
- AkamaiAKAM1,379,668 shares · 4.0% of their software · price −$7.7M$145M+$66.9M
- SalesforceCRM438,480 shares · 2.7% of their software · price −$12.6M$97.6M+$8.4M
- PaylocityPCTY352,508 shares · 2.0% of their software · price +$15.7M$72.6M−$10.8M
- OracleORCL927,636 shares · 1.7% of their software · price +$4.6M$60.0M−$1.7M
- IntuitINTU153,208 shares · 1.6% of their software · price +$8.2M$58.2M+$3.2M
- Rapid7RPD599,771 shares · 1.5% of their software · price +$17.3M$54.1M−$3.9M
- PegasystemsPEGA274,230 shares · 1.0% of their software · price +$3.4M$36.5M+$7.7M
- WorkivaWK389,923 shares · 1.0% of their software · price +$14.0M$35.7MNew · +$21.7M
- ServiceNowNOW63,746 shares · 1.0% of their software · price +$4.2M$35.1M+$2.1M
- Automatic Data Processing, Inc.ADP160,169 shares · 0.8% of their software · price +$5.9M$28.2M+$1.6M
- TrimbleTRMB352,817 shares · 0.7% of their software · price +$6.4M$23.6M+$16.0M
- Roper Technologies, Inc.ROP36,614 shares · 0.4% of their software · price +$1.3M$15.8M+$627K
- CadenceCDNS110,820 shares · 0.4% of their software · price +$3.3M$15.1M−$707K
- Paychex, Inc.PAYX155,418 shares · 0.4% of their software · price +$2.1M$14.5M+$2.2M
- SynopsysSNPS53,495 shares · 0.4% of their software · price +$2.4M$13.9M+$706K
- Endava plcDAVA172,540 shares · 0.4% of their software · price +$2.3M$13.2M−$1.7M
- VeriskVRSK54,318 shares · 0.3% of their software · price +$1.2M$11.3MFlat
- FortinetFTNT72,561 shares · 0.3% of their software · price +$2.2M$10.8M+$1.5M
- Block, Inc.XYZ40,574 shares · 0.2% of their software · price +$2.2M$8.8MFlat
- Uber Technologies, Inc.UBER169,735 shares · 0.2% of their software · price +$2.5M$8.8M+$1.5M
- PaycomPAYC15,941 shares · 0.2% of their software · price +$2.2M$7.2MFlat
- NetApp, Inc.NTAP108,344 shares · 0.2% of their software · price +$2.4M$7.2M−$707K
- Gen DigitalGEN340,641 shares · 0.2% of their software$7.1M−$12.1M
- VeriSign, Inc.VRSN32,623 shares · 0.2% of their software$7.1M−$2.1M
- ZoomZM19,085 shares · 0.2% of their software · price −$2.5M$6.4M+$620K
- F5, Inc.FFIV35,281 shares · 0.2% of their software · price +$1.9M$6.2M+$1.9M
- BroadridgeBR37,564 shares · 0.2% of their software · price +$796K$5.8MFlat
- Tyler TechnologiesTYL13,070 shares · 0.2% of their software · price +$1.1M$5.7MFlat
- TwilioTWLO15,149 shares · 0.1% of their software · price +$1.4M$5.1MFlat
- OktaOKTA18,944 shares · 0.1% of their software · price +$766K$4.8M+$1.6M
- VeevaVEEV17,627 shares · 0.1% of their software$4.8MFlat
- WorkdayWDAY19,741 shares · 0.1% of their software$4.7MFlat
- DocuSignDOCU18,984 shares · 0.1% of their software$4.2MFlat
- Palo Alto NetworksPANW10,710 shares · 0.1% of their software · price +$1.2M$3.8MFlat
- CoStarCSGP4,020 shares · 0.1% of their software$3.7MFlat
- The Trade DeskTTD4,566 shares · 0.1% of their software · price +$1.3M$3.7MFlat
- Fair IsaacFICO7,010 shares · 0.1% of their software · price +$600K$3.6MFlat
- CrowdStrikeCRWD16,546 shares · 0.1% of their software · price +$1.2M$3.5M+$1.7M
- RingCentralRNG7,967 shares · 0.1% of their software · price +$831K$3.0MFlat
- VaronisVRNS17,815 shares · 0.1% of their software · price +$859K$2.9MNew · +$2.1M
- CloudflareNET30,225 shares · 0.1% of their software · price +$1.1M$2.3MNew · +$1.2M
- Check PointCHKP14,985 shares · 0.1% of their software$2.0M−$777K
- Amdocs LimitedDOX27,503 shares · 0.1% of their software$2.0M−$16.0M
- SS&CSSNC26,100 shares · 0.1% of their software$1.9MFlat
- Five9FIVN10,700 shares · 0.1% of their software$1.9MFlat
- WixWIX6,958 shares · 0.0% of their software$1.7MFlat
- DatadogDDOG15,395 shares · 0.0% of their software$1.5MFlat
- ZscalerZS7,400 shares · 0.0% of their software$1.5MFlat
- GoDaddyGDDY17,209 shares · 0.0% of their software$1.4MFlat
- PTCPTC11,083 shares · 0.0% of their software$1.3MFlat
- FactSetFDS3,950 shares · 0.0% of their software$1.3MFlat
- Lyft, Inc.LYFT16,526 shares · 0.0% of their software$812KFlat
- Manhattan AssociatesMANH7,700 shares · 0.0% of their software$810K−$21.2M
- MongoDBMDB1,753 shares · 0.0% of their software$630KFlat
- HubSpotHUBS1,579 shares · 0.0% of their software$626KNew · Flat
- DropboxDBX18,652 shares · 0.0% of their software$414KNew · Flat
- GuidewireGWRE2,971 shares · 0.0% of their software$382KFlat
- SnowflakeSNOW1,117 shares · 0.0% of their software$314KFlat
- DynatraceDT6,262 shares · 0.0% of their software$271KNew · Flat