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.

• AutodeskADSK−$109M$79.4M
• MicrosoftMSFT−$107M$2.2B
• Amdocs LimitedDOX+$18.9M$23.1M
• OracleORCL−$18.3M$38.4M
• Health CatalystHCAT+$13.7M$37.7M

Software held

• MicrosoftMSFT7,161,897 shares · 58.4% of their software · price −$201M$2.2B−$107M
• NICENICE846,359 shares · 4.8% of their software · price −$71.6M$185M−$3.2M
• Fiserv, Inc.FISV1,421,971 shares · 3.8% of their software · price −$3.4M$145M−$7.0M
• AkamaiAKAM1,185,912 shares · 3.7% of their software · price +$2.8M$144M−$4.6M
• AdobeADBE253,835 shares · 3.1% of their software · price −$28.3M$118M+$5.8M
• RingCentralRNG815,586 shares · 2.5% of their software · price −$57.2M$96.5M−$13.6M
• IntuitINTU173,918 shares · 2.2% of their software · price −$28.2M$84.0M−$4.5M
• AutodeskADSK361,954 shares · 2.1% of their software · price −$24.2M$79.4M−$109M
• PaylocityPCTY370,039 shares · 2.0% of their software · price −$11.2M$77.9M−$3.0M
• SalesforceCRM333,525 shares · 1.9% of their software · price −$13.9M$71.6M−$4.8M
• WorkivaWK398,710 shares · 1.2% of their software · price −$5.0M$47.2M−$755K
• ServiceNowNOW73,017 shares · 1.1% of their software · price −$6.7M$41.7M+$1.3M
• Automatic Data Processing, Inc.ADP177,771 shares · 1.1% of their software · price −$3.4M$41.1M+$772K
• OracleORCL458,381 shares · 1.0% of their software · price −$2.1M$38.4M−$18.3M
• Donnelley Financial Solutions, Inc.DFIN1,143,444 shares · 1.0% of their software · price −$15.9M$38.0M+$11.9M
• Health CatalystHCAT1,442,584 shares · 1.0% of their software · price −$19.5M$37.7M+$13.7M
• DomoDOMO698,541 shares · 0.9% of their software$35.3MFlat
• Amdocs LimitedDOX278,476 shares · 0.6% of their software · price +$2.1M$23.1M+$18.9M
• Endava plcDAVA160,082 shares · 0.6% of their software · price −$5.6M$21.6M+$13.6M
• CadenceCDNS126,659 shares · 0.5% of their software · price −$2.8M$20.9M−$2.6M
• SynopsysSNPS47,541 shares · 0.4% of their software · price −$1.7M$16.0M−$2.5M
• Roper Technologies, Inc.ROP30,429 shares · 0.4% of their software · price −$597K$14.5M−$4.3M
• Paychex, Inc.PAYX87,997 shares · 0.3% of their software$12.2M−$3.8M
• FortinetFTNT34,791 shares · 0.3% of their software · price −$614K$12.1M−$3.6M
• ShopifySHOP17,299 shares · 0.3% of their software · price −$12.1M$12.0M−$798K
• TrimbleTRMB139,409 shares · 0.3% of their software · price −$2.1M$10.2M−$1.4M
• CourseraCOUR442,136 shares · 0.3% of their software · price −$619K$10.2MFlat
• VeriskVRSK39,727 shares · 0.2% of their software · price −$560K$8.6M−$1.7M
• Block, Inc.XYZ61,195 shares · 0.2% of their software · price −$1.6M$8.4M+$2.5M
• FactSetFDS17,563 shares · 0.2% of their software · price −$911K$7.8M+$1.0M
• WorkdayWDAY30,770 shares · 0.2% of their software · price −$1.0M$7.4M+$1.6M
• Gen DigitalGEN271,913 shares · 0.2% of their software$7.4M−$1.5M
• SnowflakeSNOW28,661 shares · 0.2% of their software · price −$3.1M$6.7M+$1.3M
• Palo Alto NetworksPANW9,922 shares · 0.2% of their software · price +$652K$6.3MFlat
• PegasystemsPEGA75,863 shares · 0.2% of their software · price −$2.4M$6.1M−$9.8M
• Uber Technologies, Inc.UBER169,660 shares · 0.2% of their software · price −$1.1M$6.1M+$514K
• NetApp, Inc.NTAP66,949 shares · 0.1% of their software · price −$602K$5.7M−$1.7M
• BroadridgeBR34,554 shares · 0.1% of their software · price −$937K$5.5M−$845K
• VeriSign, Inc.VRSN24,047 shares · 0.1% of their software · price −$754K$5.4M−$1.2M
• PaycomPAYC14,546 shares · 0.1% of their software · price −$1.0M$5.1M−$627K
• CrowdStrikeCRWD22,074 shares · 0.1% of their software$5.1MFlat
• TwilioTWLO28,251 shares · 0.1% of their software · price −$2.8M$4.7M+$1.5M
• Tyler TechnologiesTYL10,095 shares · 0.1% of their software · price −$939K$4.5M−$1.0M
• F5, Inc.FFIV19,242 shares · 0.1% of their software · price −$688K$4.1M−$1.2M
• PTCPTC36,396 shares · 0.1% of their software$4.0MFlat
• OktaOKTA25,042 shares · 0.1% of their software · price −$1.8M$3.8M+$1.3M
• HubSpotHUBS6,538 shares · 0.1% of their software · price −$1.2M$3.2M+$660K
• MongoDBMDB6,704 shares · 0.1% of their software · price −$575K$3.0MFlat
• Manhattan AssociatesMANH21,111 shares · 0.1% of their software$3.0MFlat
• DatadogDDOG19,292 shares · 0.1% of their software · price −$514K$3.0MFlat
• CloudflareNET22,831 shares · 0.1% of their software$2.8MFlat
• The Trade DeskTTD38,905 shares · 0.1% of their software · price −$871K$2.8MFlat
• VaronisVRNS57,685 shares · 0.1% of their software$2.7M−$531K
• VeevaVEEV12,706 shares · 0.1% of their software · price −$547K$2.7MFlat
• DocuSignDOCU22,571 shares · 0.1% of their software · price −$1.0M$2.4MFlat
• ZoomZM18,833 shares · 0.1% of their software · price −$1.3M$2.3M−$999K
• CoStarCSGP32,544 shares · 0.1% of their software$2.2MFlat
• BILLBILL8,708 shares · 0.1% of their software$2.0M+$1.6M
• PalantirPLTR138,302 shares · 0.1% of their software · price −$620K$1.9MFlat
• ZscalerZS6,940 shares · 0.0% of their software · price −$556K$1.7MFlat
• WixWIX15,003 shares · 0.0% of their software · price −$800K$1.5MFlat
• SS&CSSNC19,789 shares · 0.0% of their software$1.5MFlat
• Fair IsaacFICO2,893 shares · 0.0% of their software$1.4MFlat
• GoDaddyGDDY13,961 shares · 0.0% of their software$1.2MFlat
• UnityU11,004 shares · 0.0% of their software$1.1MFlat
• Check PointCHKP7,581 shares · 0.0% of their software$1.1MFlat
• Lyft, Inc.LYFT25,767 shares · 0.0% of their software$981KFlat
• AppLovinAPP11,357 shares · 0.0% of their software$627KNew · +$1.1M
• UiPathPATH28,197 shares · 0.0% of their software · price −$607K$610KFlat
• ZoomInfoZI9,928 shares · 0.0% of their software$595K—
• SentinelOneS14,263 shares · 0.0% of their software$553KNew · +$720K
• DropboxDBX14,669 shares · 0.0% of their software$341KFlat
• FreshworksFRSH15,797 shares · 0.0% of their software$283KNew · Flat
• Grab Holdings LimitedGRAB74,998 shares · 0.0% of their software$262KNew · +$535K