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.

• ShopifySHOP+$144M$7.4M
• FortinetFTNT+$43.8M$9.3M
• Amdocs LimitedDOX+$27.0M$50.9M
• MicrosoftMSFT−$16.2M$1.8B
• RingCentralRNG+$15.6M$50.3M

Software held

• MicrosoftMSFT7,109,305 shares · 58.8% of their software · price −$366M$1.8BFlat
• NICENICE820,571 shares · 5.1% of their software · price −$21.8M$158M−$5.6M
• Fiserv, Inc.FISV1,557,436 shares · 4.5% of their software · price −$19.4M$139M+$13.7M
• AkamaiAKAM1,110,705 shares · 3.3% of their software · price −$31.2M$102M−$9.0M
• AdobeADBE269,167 shares · 3.1% of their software · price −$24.1M$98.4M+$7.0M
• IntuitINTU187,437 shares · 2.3% of their software · price −$17.9M$72.5M+$6.5M
• PaylocityPCTY367,565 shares · 2.1% of their software · price −$11.5M$65.4MFlat
• AutodeskADSK351,361 shares · 2.0% of their software · price −$14.9M$61.3M−$2.3M
• SalesforceCRM358,421 shares · 1.9% of their software · price −$16.9M$59.2M+$5.3M
• Amdocs LimitedDOX606,485 shares · 1.6% of their software · price +$667K$50.9M+$27.0M
• RingCentralRNG948,485 shares · 1.6% of their software · price −$61.6M$50.3M+$15.6M
• Automatic Data Processing, Inc.ADP194,788 shares · 1.3% of their software · price −$3.4M$41.2M+$3.9M
• ServiceNowNOW79,776 shares · 1.2% of their software · price −$6.5M$37.9M+$3.8M
• Donnelley Financial Solutions, Inc.DFIN1,089,434 shares · 1.0% of their software · price −$4.3M$31.9M−$1.8M
• OracleORCL448,333 shares · 1.0% of their software · price −$5.8M$31.2M−$831K
• WorkivaWK441,705 shares · 0.9% of their software · price −$23.0M$29.5M+$5.1M
• CadenceCDNS143,489 shares · 0.7% of their software · price −$2.1M$21.8M+$2.8M
• Health CatalystHCAT1,422,201 shares · 0.7% of their software · price −$16.6M$20.6M−$533K
• DomoDOMO666,076 shares · 0.6% of their software$18.5M—
• SynopsysSNPS52,450 shares · 0.5% of their software · price −$1.6M$16.1M+$1.6M
• Endava plcDAVA148,332 shares · 0.4% of their software · price −$6.6M$13.3M−$1.6M
• Roper Technologies, Inc.ROP30,934 shares · 0.4% of their software · price −$2.4M$12.2MFlat
• Paychex, Inc.PAYX84,226 shares · 0.3% of their software · price −$1.9M$9.7M−$515K
• FortinetFTNT162,930 shares · 0.3% of their software · price −$46.5M$9.3M+$43.8M
• TrimbleTRMB138,532 shares · 0.3% of their software · price −$1.9M$8.1MFlat
• FactSetFDS20,589 shares · 0.3% of their software · price −$1.0M$7.9M+$1.3M
• ShopifySHOP230,170 shares · 0.2% of their software · price −$148M$7.4M+$144M
• VeriskVRSK38,134 shares · 0.2% of their software · price −$1.6M$6.6MFlat
• CourseraCOUR432,534 shares · 0.2% of their software · price −$3.8M$6.2MFlat
• Gen DigitalGEN253,387 shares · 0.2% of their software · price −$1.2M$5.6MFlat
• BroadridgeBR38,338 shares · 0.2% of their software · price −$505K$5.5M+$589K
• WorkdayWDAY36,689 shares · 0.2% of their software · price −$3.7M$5.2M+$1.4M
• Uber Technologies, Inc.UBER240,129 shares · 0.2% of their software · price −$3.7M$5.0M+$2.5M
• SnowflakeSNOW32,739 shares · 0.1% of their software · price −$2.9M$4.7M+$934K
• Palo Alto NetworksPANW9,344 shares · 0.1% of their software · price −$1.2M$4.6MFlat
• ZoomInfoZI134,731 shares · 0.1% of their software$4.5M—
• PaycomPAYC14,903 shares · 0.1% of their software · price −$987K$4.2MFlat
• PTCPTC39,014 shares · 0.1% of their software$4.2MFlat
• Block, Inc.XYZ66,003 shares · 0.1% of their software · price −$4.9M$4.1M+$652K
• NetApp, Inc.NTAP59,748 shares · 0.1% of their software · price −$1.1M$3.9M−$598K
• CrowdStrikeCRWD22,844 shares · 0.1% of their software · price −$1.3M$3.9MFlat
• VeriSign, Inc.VRSN23,037 shares · 0.1% of their software · price −$1.3M$3.9MFlat
• Tyler TechnologiesTYL9,772 shares · 0.1% of their software · price −$1.1M$3.2MFlat
• F5, Inc.FFIV20,145 shares · 0.1% of their software · price −$1.1M$3.1MFlat
• TwilioTWLO34,540 shares · 0.1% of their software · price −$2.8M$3.0M+$1.0M
• Manhattan AssociatesMANH23,498 shares · 0.1% of their software · price −$567K$2.7MFlat
• OktaOKTA29,476 shares · 0.1% of their software · price −$1.8M$2.7M+$669K
• VeevaVEEV12,227 shares · 0.1% of their software$2.4MFlat
• ZoomZM21,185 shares · 0.1% of their software$2.3MFlat
• HubSpotHUBS7,232 shares · 0.1% of their software · price −$1.3M$2.2MFlat
• CoStarCSGP30,992 shares · 0.1% of their software$1.9MFlat
• DatadogDDOG18,957 shares · 0.1% of their software · price −$1.1M$1.8MFlat
• MongoDBMDB6,745 shares · 0.1% of their software · price −$1.2M$1.8MFlat
• VaronisVRNS58,600 shares · 0.1% of their software · price −$1.1M$1.7MFlat
• The Trade DeskTTD37,437 shares · 0.1% of their software · price −$1.0M$1.6MFlat
• DocuSignDOCU23,110 shares · 0.0% of their software · price −$1.1M$1.3MFlat
• PalantirPLTR134,090 shares · 0.0% of their software · price −$625K$1.2MFlat
• WixWIX17,267 shares · 0.0% of their software · price −$672K$1.1MFlat
• Fair IsaacFICO2,751 shares · 0.0% of their software$1.1MFlat
• ZscalerZS7,110 shares · 0.0% of their software · price −$652K$1.1MFlat
• SS&CSSNC17,876 shares · 0.0% of their software$1.0MFlat
• CloudflareNET22,242 shares · 0.0% of their software · price −$1.7M$1.0MFlat
• BILLBILL8,797 shares · 0.0% of their software · price −$1.0M$1.0MFlat
• GoDaddyGDDY13,266 shares · 0.0% of their software$932KFlat
• Check PointCHKP7,228 shares · 0.0% of their software$880KFlat
• UnityU11,401 shares · 0.0% of their software · price −$711K$450KFlat
• AppLovinAPP12,224 shares · 0.0% of their software$421KFlat
• Grab Holdings LimitedGRAB147,107 shares · 0.0% of their software$373KFlat
• UiPathPATH17,492 shares · 0.0% of their software$345KFlat
• Lyft, Inc.LYFT22,339 shares · 0.0% of their software · price −$561K$297KFlat
• DropboxDBX13,807 shares · 0.0% of their software$289KFlat