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+$57.4M$2.0B
• AutodeskADSK+$24.1M$103M
• WorkivaWK+$13.2M$53.6M
• Amdocs LimitedDOX+$10.0M$69.4M
• Automatic Data Processing, Inc.ADP+$7.8M$116M

Software held

• MicrosoftMSFT8,485,356 shares · 57.1% of their software · price +$58.7M$2.0B+$57.4M
• Fiserv, Inc.FISV2,058,991 shares · 5.8% of their software · price +$15.4M$208M+$3.5M
• NICENICE808,902 shares · 4.4% of their software · price +$3.3M$156M+$2.5M
• AdobeADBE445,158 shares · 4.2% of their software · price +$27.3M$150M+$3.2M
• Automatic Data Processing, Inc.ADP485,919 shares · 3.3% of their software · price +$6.2M$116M+$7.8M
• AutodeskADSK549,922 shares · 2.9% of their software$103M+$24.1M
• SalesforceCRM617,486 shares · 2.3% of their software · price −$6.9M$81.9M+$7.3M
• IntuitINTU209,956 shares · 2.3% of their software$81.7M+$4.7M
• Amdocs LimitedDOX763,980 shares · 1.9% of their software · price +$8.7M$69.4M+$10.0M
• WorkivaWK637,760 shares · 1.5% of their software · price +$3.9M$53.6M+$13.2M
• ServiceNowNOW137,640 shares · 1.5% of their software · price +$1.5M$53.4M+$4.6M
• PaylocityPCTY273,249 shares · 1.5% of their software · price −$12.9M$53.1M−$7.4M
• Donnelley Financial Solutions, Inc.DFIN1,101,367 shares · 1.2% of their software · price +$1.9M$42.6MFlat
• CadenceCDNS250,628 shares · 1.1% of their software · price −$699K$40.3M+$3.5M
• OracleORCL394,403 shares · 0.9% of their software · price +$8.2M$32.2M+$1.5M
• ZoomInfoZI720,564 shares · 0.6% of their software$21.7M—
• SynopsysSNPS59,588 shares · 0.5% of their software · price +$821K$19.0M+$1.9M
• Roper Technologies, Inc.ROP42,779 shares · 0.5% of their software · price +$3.1M$18.5M+$1.2M
• FactSetFDS44,731 shares · 0.5% of their software$17.9M+$952K
• TrimbleTRMB312,967 shares · 0.4% of their software · price −$1.2M$15.8M+$1.2M
• Endava plcDAVA172,700 shares · 0.4% of their software · price −$713K$13.2M+$2.3M
• Paychex, Inc.PAYX108,250 shares · 0.4% of their software$12.5M+$1.6M
• Uber Technologies, Inc.UBER428,204 shares · 0.3% of their software · price −$758K$10.6M+$795K
• SnowflakeSNOW72,353 shares · 0.3% of their software · price −$1.9M$10.4MFlat
• WorkdayWDAY54,144 shares · 0.3% of their software · price +$818K$9.1M−$2.9M
• FortinetFTNT171,388 shares · 0.2% of their software$8.4MFlat
• RingCentralRNG236,528 shares · 0.2% of their software · price −$1.1M$8.4M−$1.2M
• PTCPTC69,120 shares · 0.2% of their software · price +$1.1M$8.3M+$542K
• CoStarCSGP102,655 shares · 0.2% of their software · price +$783K$7.9M+$552K
• VeriSign, Inc.VRSN36,146 shares · 0.2% of their software · price +$1.1M$7.4M+$2.0M
• Gen DigitalGEN346,216 shares · 0.2% of their software$7.4M−$2.6M
• VeriskVRSK41,897 shares · 0.2% of their software$7.4M+$703K
• BroadridgeBR46,535 shares · 0.2% of their software$6.2M+$902K
• CourseraCOUR474,733 shares · 0.2% of their software$5.6MFlat
• OktaOKTA72,522 shares · 0.1% of their software · price +$831K$5.0MFlat
• PaycomPAYC15,210 shares · 0.1% of their software$4.7M−$1.5M
• AkamaiAKAM54,101 shares · 0.1% of their software$4.6M+$1.0M
• TwilioTWLO86,177 shares · 0.1% of their software · price −$1.7M$4.2M+$617K
• Palo Alto NetworksPANW30,043 shares · 0.1% of their software · price −$729K$4.2MFlat
• HubSpotHUBS13,428 shares · 0.1% of their software$3.9MFlat
• Tyler TechnologiesTYL10,698 shares · 0.1% of their software$3.4MFlat
• NetApp, Inc.NTAP57,424 shares · 0.1% of their software$3.4MFlat
• Block, Inc.XYZ54,771 shares · 0.1% of their software$3.4M−$1.5M
• F5, Inc.FFIV23,816 shares · 0.1% of their software$3.4MFlat
• Manhattan AssociatesMANH24,057 shares · 0.1% of their software$2.9M+$585K
• CertaraCERT147,498 shares · 0.1% of their software$2.4MNew · +$2.0M
• VeevaVEEV13,915 shares · 0.1% of their software$2.2MFlat
• CrowdStrikeCRWD20,743 shares · 0.1% of their software · price −$1.2M$2.2M−$523K
• The Trade DeskTTD45,632 shares · 0.1% of their software · price −$681K$2.0MFlat
• DatadogDDOG25,981 shares · 0.1% of their software$1.9MFlat
• ZoomZM27,877 shares · 0.1% of their software$1.9MFlat
• Fair IsaacFICO3,065 shares · 0.1% of their software · price +$572K$1.8MFlat
• DocuSignDOCU28,385 shares · 0.0% of their software$1.6MFlat
• AtlassianTEAM11,450 shares · 0.0% of their software · price −$938K$1.5MNew · +$2.4M
• VaronisVRNS57,046 shares · 0.0% of their software$1.4MFlat
• MongoDBMDB6,688 shares · 0.0% of their software$1.3MFlat
• CloudflareNET26,829 shares · 0.0% of their software$1.2MFlat
• WixWIX15,339 shares · 0.0% of their software$1.2MFlat
• Check PointCHKP8,906 shares · 0.0% of their software$1.1MFlat
• GoDaddyGDDY15,011 shares · 0.0% of their software$1.1MFlat
• SS&CSSNC21,502 shares · 0.0% of their software$1.1MFlat
• PalantirPLTR170,630 shares · 0.0% of their software$1.1MFlat
• BILLBILL9,761 shares · 0.0% of their software$1.1MFlat
• ZscalerZS8,808 shares · 0.0% of their software$986KFlat
• Grab Holdings LimitedGRAB268,702 shares · 0.0% of their software$865KFlat
• UnityU23,618 shares · 0.0% of their software$675KFlat
• DuolingoDUOL9,235 shares · 0.0% of their software$657KNew · +$879K
• UiPathPATH30,813 shares · 0.0% of their software$392KFlat
• DropboxDBX11,176 shares · 0.0% of their software$250KFlat
• Payoneer Global Inc.PAYO41,962 shares · 0.0% of their software$230KFlat
• AppLovinAPP18,066 shares · 0.0% of their software$190KFlat