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.

• AdobeADBE−$252M$160M
• RingCentralRNG+$226M$169M
• MicrosoftMSFT−$78.8M$2.3B
• Health CatalystHCAT+$55.1M$49.8M
• Rapid7RPD−$53.0M$328K

Software held

• MicrosoftMSFT7,942,245 shares · 51.1% of their software · price +$87.5M$2.3B−$78.8M
• NICENICE938,076 shares · 6.0% of their software · price +$34.3M$266M−$20.3M
• AutodeskADSK627,384 shares · 4.1% of their software · price −$4.2M$181M+$22.6M
• RingCentralRNG786,086 shares · 3.8% of their software · price −$57.4M$169M+$226M
• Fiserv, Inc.FISV1,541,234 shares · 3.8% of their software · price +$2.5M$168M−$12.5M
• AdobeADBE276,799 shares · 3.6% of their software · price −$2.7M$160M−$252M
• AkamaiAKAM1,266,424 shares · 3.0% of their software · price −$15.2M$133M−$5.1M
• SalesforceCRM416,563 shares · 2.6% of their software · price +$11.2M$113M+$4.6M
• PaylocityPCTY387,274 shares · 2.5% of their software · price +$34.7M$110M+$10.5M
• IntuitINTU171,605 shares · 2.1% of their software · price +$8.5M$93.5M+$3.2M
• WorkivaWK516,879 shares · 1.6% of their software · price +$15.3M$71.9M−$6.6M
• OracleORCL722,052 shares · 1.4% of their software · price +$6.7M$63.5M−$10.6M
• Health CatalystHCAT996,618 shares · 1.1% of their software · price −$5.5M$49.8M+$55.1M
• Cerence Inc.CRNC496,404 shares · 1.1% of their software · price −$5.3M$47.7M+$15.8M
• PegasystemsPEGA358,574 shares · 1.0% of their software · price −$4.3M$45.6M−$13.6M
• ServiceNowNOW72,265 shares · 1.0% of their software · price +$5.3M$44.9M+$3.7M
• DomoDOMO504,990 shares · 1.0% of their software$42.6MNew
• Automatic Data Processing, Inc.ADP174,448 shares · 0.8% of their software$35.1M+$2.6M
• CadenceCDNS208,753 shares · 0.7% of their software · price +$3.1M$31.8M+$15.5M
• TrimbleTRMB300,476 shares · 0.6% of their software$25.0M−$12.5M
• ShopifySHOP14,917 shares · 0.5% of their software · price −$1.6M$20.1MNew · +$21.8M
• Roper Technologies, Inc.ROP40,316 shares · 0.4% of their software · price −$970K$18.2MFlat
• SynopsysSNPS55,987 shares · 0.4% of their software · price +$1.3M$16.9MFlat
• FortinetFTNT54,765 shares · 0.4% of their software · price +$2.9M$16.0M+$2.3M
• Paychex, Inc.PAYX130,705 shares · 0.3% of their software · price +$673K$14.8M−$1.2M
• Endava plcDAVA91,351 shares · 0.3% of their software · price +$2.1M$12.3MFlat
• CloudflareNET108,840 shares · 0.3% of their software · price +$741K$12.3M+$9.3M
• Block, Inc.XYZ44,627 shares · 0.2% of their software$10.5M+$1.9M
• VeriskVRSK50,006 shares · 0.2% of their software · price +$1.3M$10.1M−$505K
• Gen DigitalGEN340,560 shares · 0.2% of their software · price −$654K$8.6M−$730K
• PaycomPAYC16,921 shares · 0.2% of their software · price +$2.2M$8.4MFlat
• NetApp, Inc.NTAP91,124 shares · 0.2% of their software · price +$724K$8.2M−$1.1M
• CourseraCOUR262,133 shares · 0.2% of their software · price −$2.1M$8.2MNew · +$10.4M
• BroadridgeBR45,321 shares · 0.2% of their software$7.6MFlat
• Uber Technologies, Inc.UBER166,679 shares · 0.2% of their software · price −$887K$7.4MFlat
• TwilioTWLO21,327 shares · 0.2% of their software · price −$1.6M$6.7M+$2.4M
• SnowflakeSNOW22,140 shares · 0.1% of their software · price +$1.3M$6.5MNew · +$5.4M
• VaronisVRNS106,694 shares · 0.1% of their software$6.5M+$2.0M
• VeriSign, Inc.VRSN30,773 shares · 0.1% of their software · price −$698K$6.3MFlat
• ZoomZM23,325 shares · 0.1% of their software · price −$2.9M$6.1M+$1.3M
• WorkdayWDAY24,083 shares · 0.1% of their software$6.0M+$1.5M
• Cognyte Software Ltd.CGNT290,034 shares · 0.1% of their software · price −$1.1M$6.0M−$18.4M
• Tyler TechnologiesTYL12,631 shares · 0.1% of their software$5.8MFlat
• DocuSignDOCU20,534 shares · 0.1% of their software$5.3M+$1.1M
• F5, Inc.FFIV24,865 shares · 0.1% of their software$5.0M+$582K
• CrowdStrikeCRWD20,053 shares · 0.1% of their software$4.9M+$1.2M
• Palo Alto NetworksPANW10,358 shares · 0.1% of their software · price +$1.1M$4.9MFlat
• PTCPTC38,568 shares · 0.1% of their software · price −$828K$4.6MFlat
• OktaOKTA17,763 shares · 0.1% of their software$4.2M+$1.8M
• HubSpotHUBS5,244 shares · 0.1% of their software$3.6M+$897K
• VeevaVEEV12,604 shares · 0.1% of their software$3.6MFlat
• PalantirPLTR135,075 shares · 0.1% of their software$3.3M+$3.3M
• QualysQLYS28,056 shares · 0.1% of their software$3.1MNew · +$2.8M
• MongoDBMDB6,020 shares · 0.1% of their software · price +$662K$2.8M+$530K
• CoStarCSGP32,346 shares · 0.1% of their software$2.8MFlat
• FactSetFDS6,711 shares · 0.1% of their software$2.6M+$1.1M
• The Trade DeskTTD37,152 shares · 0.1% of their software$2.6MFlat
• UiPathPATH49,179 shares · 0.1% of their software · price −$753K$2.6M+$536K
• DatadogDDOG17,885 shares · 0.1% of their software · price +$667K$2.5MFlat
• WixWIX11,575 shares · 0.1% of their software · price −$1.1M$2.3M+$1.4M
• Manhattan AssociatesMANH14,500 shares · 0.1% of their software$2.2MFlat
• Amdocs LimitedDOX26,205 shares · 0.0% of their software$2.0MFlat
• SS&CSSNC25,655 shares · 0.0% of their software$1.8MFlat
• ZscalerZS6,264 shares · 0.0% of their software$1.6MFlat
• UnityU10,277 shares · 0.0% of their software$1.3MFlat
• Lyft, Inc.LYFT21,475 shares · 0.0% of their software$1.2M−$967K
• Check PointCHKP9,953 shares · 0.0% of their software$1.1MFlat
• Fair IsaacFICO2,773 shares · 0.0% of their software$1.1MFlat
• GoDaddyGDDY13,858 shares · 0.0% of their software$967KFlat
• DropboxDBX16,894 shares · 0.0% of their software$493KFlat
• StoneCo Ltd.STNE12,771 shares · 0.0% of their software$443KFlat
• Rapid7RPD2,898 shares · 0.0% of their software$328K−$53.0M
• DynatraceDT3,828 shares · 0.0% of their software$268KFlat
• Bentley SystemsBSY4,296 shares · 0.0% of their software$261KFlat
• GuidewireGWRE1,710 shares · 0.0% of their software$203KFlat