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.

• Automatic Data Processing, Inc.ADP+$33.7M$151M
• AdobeADBE+$15.8M$242M
• PaylocityPCTY−$14.5M$36.0M
• WorkivaWK−$10.8M$49.3M
• SalesforceCRM+$8.4M$149M

Software held

• MicrosoftMSFT8,683,537 shares · 59.6% of their software · price +$454M$3.0BFlat
• Fiserv, Inc.FISV2,114,114 shares · 5.4% of their software · price +$27.7M$267M−$5.1M
• AdobeADBE495,656 shares · 4.9% of their software · price +$51.4M$242M+$15.8M
• Automatic Data Processing, Inc.ADP689,198 shares · 3.1% of their software · price −$2.0M$151M+$33.7M
• NICENICE729,577 shares · 3.0% of their software · price −$16.3M$151MFlat
• SalesforceCRM704,933 shares · 3.0% of their software · price +$8.1M$149M+$8.4M
• AutodeskADSK616,939 shares · 2.5% of their software · price −$2.2M$126M+$7.2M
• IntuitINTU229,932 shares · 2.1% of their software · price +$2.8M$105M+$5.6M
• ServiceNowNOW154,107 shares · 1.7% of their software · price +$15.0M$86.6M+$4.8M
• CadenceCDNS278,894 shares · 1.3% of their software · price +$6.8M$65.4M+$2.7M
• Amdocs LimitedDOX580,823 shares · 1.2% of their software · price +$1.6M$57.4M+$2.0M
• WorkivaWK484,838 shares · 1.0% of their software$49.3M−$10.8M
• OracleORCL394,266 shares · 0.9% of their software · price +$10.3M$47.0MFlat
• Donnelley Financial Solutions, Inc.DFIN826,988 shares · 0.8% of their software · price +$3.9M$37.7M−$6.5M
• PaylocityPCTY194,949 shares · 0.7% of their software · price −$2.8M$36.0M−$14.5M
• Uber Technologies, Inc.UBER654,962 shares · 0.6% of their software · price +$7.5M$28.3M+$1.2M
• SynopsysSNPS58,736 shares · 0.5% of their software · price +$2.9M$25.6MFlat
• WorkdayWDAY108,281 shares · 0.5% of their software · price +$2.1M$24.5M+$1.5M
• Roper Technologies, Inc.ROP46,643 shares · 0.5% of their software · price +$1.9M$22.4M+$781K
• FactSetFDS55,923 shares · 0.5% of their software · price −$808K$22.4M+$2.1M
• Palo Alto NetworksPANW86,796 shares · 0.4% of their software · price +$4.8M$22.2M+$6.4M
• TrimbleTRMB384,263 shares · 0.4% of their software$20.3M+$1.9M
• ZoomInfoZI795,636 shares · 0.4% of their software$20.2M—
• SnowflakeSNOW110,349 shares · 0.4% of their software · price +$2.4M$19.4M+$1.0M
• FortinetFTNT201,317 shares · 0.3% of their software · price +$1.8M$15.2M+$1.2M
• TwilioTWLO200,033 shares · 0.3% of their software · price −$602K$12.7M+$1.1M
• PTCPTC80,870 shares · 0.2% of their software · price +$1.1M$11.5M+$762K
• Paychex, Inc.PAYX98,585 shares · 0.2% of their software$11.0MFlat
• HubSpotHUBS19,690 shares · 0.2% of their software · price +$2.0M$10.5M+$586K
• CoStarCSGP102,750 shares · 0.2% of their software · price +$2.1M$9.1MFlat
• VeriskVRSK39,195 shares · 0.2% of their software · price +$1.3M$8.9MFlat
• Gen DigitalGEN465,352 shares · 0.2% of their software · price +$647K$8.6M+$511K
• VeriSign, Inc.VRSN36,352 shares · 0.2% of their software · price +$532K$8.2MFlat
• Fair IsaacFICO9,404 shares · 0.2% of their software · price +$1.0M$7.6M+$1.8M
• BroadridgeBR45,542 shares · 0.2% of their software · price +$868K$7.5M+$869K
• OktaOKTA101,697 shares · 0.1% of their software · price −$1.7M$7.1M+$778K
• Endava plcDAVA129,481 shares · 0.1% of their software · price −$2.0M$6.7M−$3.6M
• MongoDBMDB15,615 shares · 0.1% of their software · price +$2.8M$6.4M+$838K
• Block, Inc.XYZ95,798 shares · 0.1% of their software$6.4MFlat
• The Trade DeskTTD79,068 shares · 0.1% of their software · price +$1.3M$6.1MFlat
• Manhattan AssociatesMANH27,825 shares · 0.1% of their software · price +$1.3M$5.6M+$583K
• CrowdStrikeCRWD37,858 shares · 0.1% of their software$5.6MFlat
• PaycomPAYC15,723 shares · 0.1% of their software$5.1MFlat
• PalantirPLTR328,089 shares · 0.1% of their software · price +$2.3M$5.0MFlat
• VeevaVEEV25,112 shares · 0.1% of their software$5.0MFlat
• Tyler TechnologiesTYL11,335 shares · 0.1% of their software · price +$701K$4.7MFlat
• DatadogDDOG47,699 shares · 0.1% of their software · price +$1.2M$4.7MFlat
• AtlassianTEAM26,192 shares · 0.1% of their software$4.4MFlat
• NetApp, Inc.NTAP56,513 shares · 0.1% of their software · price +$709K$4.3MFlat
• AkamaiAKAM46,919 shares · 0.1% of their software · price +$543K$4.2M−$543K
• RingCentralRNG113,503 shares · 0.1% of their software$3.7MFlat
• CloudflareNET49,451 shares · 0.1% of their software$3.2MFlat
• ZoomZM46,701 shares · 0.1% of their software$3.2MFlat
• CertaraCERT144,522 shares · 0.1% of their software · price −$853K$2.6MFlat
• CourseraCOUR197,875 shares · 0.1% of their software$2.6M−$2.6M
• SS&CSSNC38,985 shares · 0.0% of their software$2.4MFlat
• F5, Inc.FFIV16,060 shares · 0.0% of their software$2.3M−$1.1M
• DocuSignDOCU43,601 shares · 0.0% of their software$2.2MFlat
• ZscalerZS15,187 shares · 0.0% of their software$2.2MFlat
• Check PointCHKP17,683 shares · 0.0% of their software$2.2MFlat
• GoDaddyGDDY28,265 shares · 0.0% of their software$2.1MFlat
• UiPathPATH127,558 shares · 0.0% of their software$2.1M+$1.2M
• BILLBILL17,365 shares · 0.0% of their software · price +$620K$2.0MFlat
• UnityU43,005 shares · 0.0% of their software$1.9MFlat
• WixWIX20,219 shares · 0.0% of their software$1.6M+$516K
• Grab Holdings LimitedGRAB444,260 shares · 0.0% of their software$1.5MFlat
• VaronisVRNS41,846 shares · 0.0% of their software$1.1MFlat
• DropboxDBX11,375 shares · 0.0% of their software$303KFlat
• DynatraceDT4,285 shares · 0.0% of their software$221KNew · Flat
• Full Truck Alliance Co. Ltd.YMM30,894 shares · 0.0% of their software$192KFlat
• Kingsoft Cloud Holdings LimitedKC12,538 shares · 0.0% of their software$76KFlat