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+$41.5M$2.5B
• Amdocs LimitedDOX−$18.5M$53.8M
• NICENICE−$14.5M$168M
• Automatic Data Processing, Inc.ADP+$12.4M$120M
• Fiserv, Inc.FISV+$10.1M$244M

Software held

• MicrosoftMSFT8,658,560 shares · 58.1% of their software · price +$420M$2.5B+$41.5M
• Fiserv, Inc.FISV2,159,401 shares · 5.7% of their software · price +$25.8M$244M+$10.1M
• AdobeADBE454,754 shares · 4.1% of their software · price +$22.2M$175M+$3.2M
• NICENICE733,246 shares · 3.9% of their software · price +$26.8M$168M−$14.5M
• SalesforceCRM662,845 shares · 3.1% of their software · price +$44.5M$132M+$6.0M
• AutodeskADSK582,516 shares · 2.8% of their software · price +$12.4M$121M+$6.1M
• Automatic Data Processing, Inc.ADP538,032 shares · 2.8% of their software · price −$8.7M$120M+$12.4M
• IntuitINTU217,325 shares · 2.3% of their software · price +$12.3M$96.9M+$2.9M
• ServiceNowNOW143,817 shares · 1.6% of their software · price +$11.0M$66.8M+$2.4M
• WorkivaWK589,929 shares · 1.4% of their software · price +$10.9M$60.4M−$4.0M
• CadenceCDNS266,036 shares · 1.3% of their software · price +$13.2M$55.9M+$2.5M
• Amdocs LimitedDOX560,362 shares · 1.3% of their software · price +$2.9M$53.8M−$18.5M
• PaylocityPCTY268,091 shares · 1.2% of their software · price +$1.2M$53.3M−$1.0M
• Donnelley Financial Solutions, Inc.DFIN986,515 shares · 0.9% of their software · price +$2.2M$40.3M−$4.4M
• OracleORCL396,940 shares · 0.9% of their software · price +$4.4M$36.9MFlat
• SynopsysSNPS59,228 shares · 0.5% of their software · price +$4.0M$22.9MFlat
• FactSetFDS50,832 shares · 0.5% of their software · price +$706K$21.1M+$2.4M
• WorkdayWDAY101,057 shares · 0.5% of their software · price +$4.0M$20.9M+$7.8M
• Roper Technologies, Inc.ROP44,871 shares · 0.5% of their software$19.8M+$904K
• Uber Technologies, Inc.UBER618,347 shares · 0.5% of their software · price +$4.3M$19.6M+$4.7M
• TrimbleTRMB347,567 shares · 0.4% of their software · price +$646K$18.2M+$1.7M
• ZoomInfoZI708,997 shares · 0.4% of their software$17.5M—
• SnowflakeSNOW103,807 shares · 0.4% of their software · price +$1.1M$16.0M+$4.5M
• Endava plcDAVA183,005 shares · 0.3% of their software · price −$1.7M$12.3M+$788K
• TwilioTWLO182,918 shares · 0.3% of their software · price +$3.2M$12.2M+$4.7M
• FortinetFTNT183,301 shares · 0.3% of their software · price +$3.2M$12.2M+$582K
• Paychex, Inc.PAYX99,873 shares · 0.3% of their software$11.4M−$968K
• Palo Alto NetworksPANW54,625 shares · 0.3% of their software · price +$3.3M$10.9M+$3.4M
• PTCPTC74,930 shares · 0.2% of their software · price +$614K$9.6M+$697K
• VeriskVRSK41,751 shares · 0.2% of their software · price +$645K$8.0MFlat
• OktaOKTA92,673 shares · 0.2% of their software · price +$1.7M$8.0M+$1.4M
• HubSpotHUBS18,324 shares · 0.2% of their software · price +$2.6M$7.9M+$1.4M
• VeriSign, Inc.VRSN36,761 shares · 0.2% of their software$7.8MFlat
• Gen DigitalGEN435,573 shares · 0.2% of their software · price −$1.9M$7.5M+$1.9M
• CoStarCSGP103,940 shares · 0.2% of their software · price −$876K$7.2MFlat
• Block, Inc.XYZ97,462 shares · 0.2% of their software · price +$566K$6.7M+$2.7M
• BroadridgeBR39,611 shares · 0.1% of their software$5.8M−$929K
• CrowdStrikeCRWD38,256 shares · 0.1% of their software · price +$1.2M$5.3M+$1.8M
• PaycomPAYC16,986 shares · 0.1% of their software$5.2M+$551K
• The Trade DeskTTD80,474 shares · 0.1% of their software · price +$1.3M$4.9M+$1.6M
• CourseraCOUR421,760 shares · 0.1% of their software$4.9M−$627K
• Fair IsaacFICO6,836 shares · 0.1% of their software · price +$712K$4.8M+$2.3M
• VeevaVEEV24,948 shares · 0.1% of their software · price +$559K$4.6M+$1.8M
• AtlassianTEAM25,921 shares · 0.1% of their software · price +$1.1M$4.4M+$1.9M
• AkamaiAKAM53,856 shares · 0.1% of their software$4.2MFlat
• Tyler TechnologiesTYL11,453 shares · 0.1% of their software$4.1MFlat
• Manhattan AssociatesMANH24,057 shares · 0.1% of their software · price +$805K$3.7MFlat
• NetApp, Inc.NTAP57,636 shares · 0.1% of their software$3.7MFlat
• ZoomZM47,641 shares · 0.1% of their software$3.5M+$1.3M
• DatadogDDOG48,104 shares · 0.1% of their software$3.5M+$1.6M
• CertaraCERT144,522 shares · 0.1% of their software · price +$1.2M$3.5MFlat
• RingCentralRNG112,261 shares · 0.1% of their software · price −$531K$3.4M−$4.4M
• F5, Inc.FFIV23,574 shares · 0.1% of their software$3.4MFlat
• CloudflareNET50,393 shares · 0.1% of their software · price +$829K$3.1M+$1.1M
• MongoDBMDB12,019 shares · 0.1% of their software$2.8M+$1.0M
• PalantirPLTR324,760 shares · 0.1% of their software · price +$659K$2.7M+$990K
• DocuSignDOCU42,876 shares · 0.1% of their software$2.5M+$803K
• Check PointCHKP17,449 shares · 0.1% of their software$2.3M+$1.1M
• SS&CSSNC39,922 shares · 0.1% of their software$2.3M+$959K
• GoDaddyGDDY28,785 shares · 0.1% of their software$2.2M+$1.0M
• ZscalerZS15,680 shares · 0.0% of their software$1.8M+$769K
• WixWIX15,048 shares · 0.0% of their software$1.5MFlat
• VaronisVRNS57,046 shares · 0.0% of their software$1.5MFlat
• BILLBILL18,003 shares · 0.0% of their software · price −$501K$1.5M+$898K
• UnityU44,317 shares · 0.0% of their software$1.4M+$592K
• UiPathPATH61,873 shares · 0.0% of their software$1.1MFlat
• Grab Holdings LimitedGRAB286,321 shares · 0.0% of their software$862KFlat
• DropboxDBX11,479 shares · 0.0% of their software$248KFlat
• Full Truck Alliance Co. Ltd.YMM30,894 shares · 0.0% of their software$235KNew · Flat
• Kingsoft Cloud Holdings LimitedKC12,538 shares · 0.0% of their software$111KNew · Flat