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−$219M$2.5B
• AutodeskADSK−$51.5M$75.5M
• IntuitINTU−$15.3M$100M
• WorkdayWDAY+$11.8M$34.5M
• Automatic Data Processing, Inc.ADP+$11.5M$178M

Software held

• MicrosoftMSFT8,039,188 shares · 57.3% of their software · price −$199M$2.5B−$219M
• AdobeADBE476,155 shares · 5.5% of their software · price +$10.0M$243M−$9.5M
• Fiserv, Inc.FISV2,028,062 shares · 5.2% of their software · price −$26.8M$229M−$10.9M
• Automatic Data Processing, Inc.ADP741,417 shares · 4.0% of their software · price +$15.4M$178M+$11.5M
• SalesforceCRM735,722 shares · 3.4% of their software · price −$6.2M$149M+$6.5M
• NICENICE691,603 shares · 2.7% of their software · price −$25.2M$118M−$7.8M
• IntuitINTU196,556 shares · 2.3% of their software · price +$10.4M$100M−$15.3M
• ServiceNowNOW162,047 shares · 2.0% of their software$90.6M+$4.5M
• AutodeskADSK365,036 shares · 1.7% of their software · price +$840K$75.5M−$51.5M
• CadenceCDNS286,799 shares · 1.5% of their software$67.2M+$1.9M
• Amdocs LimitedDOX646,305 shares · 1.2% of their software · price −$9.3M$54.6M+$6.5M
• OracleORCL395,641 shares · 0.9% of their software · price −$5.2M$41.9MFlat
• WorkivaWK400,701 shares · 0.9% of their software$40.6M−$8.6M
• WorkdayWDAY160,480 shares · 0.8% of their software · price −$1.8M$34.5M+$11.8M
• Donnelley Financial Solutions, Inc.DFIN578,439 shares · 0.7% of their software · price +$6.2M$32.6M−$11.3M
• Uber Technologies, Inc.UBER676,045 shares · 0.7% of their software · price +$1.9M$31.1M+$910K
• PaylocityPCTY167,918 shares · 0.7% of their software$30.5M−$5.0M
• FactSetFDS58,681 shares · 0.6% of their software · price +$2.1M$25.7M+$1.1M
• SynopsysSNPS53,788 shares · 0.6% of their software · price +$1.3M$24.7M−$2.2M
• Roper Technologies, Inc.ROP47,512 shares · 0.5% of their software$23.0MFlat
• TrimbleTRMB414,574 shares · 0.5% of their software$22.3M+$1.6M
• Palo Alto NetworksPANW83,221 shares · 0.4% of their software · price −$1.8M$19.5M−$913K
• SnowflakeSNOW113,680 shares · 0.4% of their software · price −$2.6M$17.4M+$586K
• ZoomInfoZI864,526 shares · 0.3% of their software$14.2M—
• TwilioTWLO212,952 shares · 0.3% of their software · price −$1.1M$12.5M+$822K
• PTCPTC86,542 shares · 0.3% of their software$12.3M+$807K
• FortinetFTNT194,709 shares · 0.3% of their software · price −$3.3M$11.4MFlat
• Paychex, Inc.PAYX94,147 shares · 0.2% of their software$10.9MFlat
• Endava plcDAVA178,366 shares · 0.2% of their software · price +$992K$10.2M+$2.5M
• HubSpotHUBS20,384 shares · 0.2% of their software · price −$807K$10.0MFlat
• Fair IsaacFICO10,913 shares · 0.2% of their software · price +$647K$9.5M+$1.2M
• VeriskVRSK38,866 shares · 0.2% of their software$9.2MFlat
• Gen DigitalGEN454,239 shares · 0.2% of their software$8.0MFlat
• BroadridgeBR44,491 shares · 0.2% of their software · price +$597K$8.0MFlat
• MongoDBMDB22,803 shares · 0.2% of their software · price −$1.5M$7.9M+$3.0M
• CoStarCSGP99,939 shares · 0.2% of their software · price −$1.2M$7.7MFlat
• OktaOKTA91,607 shares · 0.2% of their software · price +$1.1M$7.5M−$700K
• VeriSign, Inc.VRSN34,056 shares · 0.2% of their software · price −$798K$6.9M−$519K
• CrowdStrikeCRWD36,403 shares · 0.1% of their software · price +$747K$6.1MFlat
• The Trade DeskTTD76,199 shares · 0.1% of their software$6.0MFlat
• Manhattan AssociatesMANH29,804 shares · 0.1% of their software$5.9MFlat
• PalantirPLTR323,300 shares · 0.1% of their software$5.2MFlat
• AtlassianTEAM25,450 shares · 0.1% of their software · price +$858K$5.1MFlat
• VeevaVEEV25,007 shares · 0.1% of their software$5.1MFlat
• AkamaiAKAM40,909 shares · 0.1% of their software · price +$682K$4.4M−$540K
• DatadogDDOG46,937 shares · 0.1% of their software$4.3MFlat
• Tyler TechnologiesTYL11,014 shares · 0.1% of their software$4.3MFlat
• Block, Inc.XYZ93,321 shares · 0.1% of their software · price −$2.1M$4.1MFlat
• NetApp, Inc.NTAP53,585 shares · 0.1% of their software$4.1MFlat
• PaycomPAYC14,517 shares · 0.1% of their software · price −$900K$3.8MFlat
• CourseraCOUR185,127 shares · 0.1% of their software · price +$1.0M$3.5MFlat
• F5, Inc.FFIV21,459 shares · 0.1% of their software$3.5M+$790K
• ZoomZM44,207 shares · 0.1% of their software$3.1MFlat
• CloudflareNET48,866 shares · 0.1% of their software$3.1MFlat
• Check PointCHKP17,434 shares · 0.1% of their software$2.3MFlat
• ZscalerZS14,893 shares · 0.1% of their software$2.3MFlat
• CertaraCERT144,522 shares · 0.0% of their software · price −$530K$2.1MFlat
• GoDaddyGDDY27,030 shares · 0.0% of their software$2.0MFlat
• SS&CSSNC37,238 shares · 0.0% of their software$2.0MFlat
• Grab Holdings LimitedGRAB550,632 shares · 0.0% of their software$1.9MFlat
• BILLBILL17,186 shares · 0.0% of their software$1.9MFlat
• WixWIX19,212 shares · 0.0% of their software$1.8MFlat
• DocuSignDOCU37,745 shares · 0.0% of their software$1.6MFlat
• UiPathPATH86,668 shares · 0.0% of their software$1.5M−$678K
• UnityU42,810 shares · 0.0% of their software · price −$515K$1.3MFlat
• VaronisVRNS41,223 shares · 0.0% of their software$1.3MFlat
• SprinklrCXM84,478 shares · 0.0% of their software$1.2MNew · +$1.2M
• RingCentralRNG31,452 shares · 0.0% of their software$932K−$2.7M
• FreshworksFRSH18,259 shares · 0.0% of their software$364KNew · Flat
• BrazeBRZE6,192 shares · 0.0% of their software$289KNew · Flat
• DropboxDBX10,340 shares · 0.0% of their software$282KFlat
• Full Truck Alliance Co. Ltd.YMM31,275 shares · 0.0% of their software$220KFlat