Generalist · Edinburgh, United Kingdom
Aberdeen Group
Q4 2023 · compared with Q3 2023
Filed as Aberdeen Group PLC
- Software
- $5.2B
- Weight of 13F
- 11.4%
- Names
- 71
- Net bought
- +$44.5M
Filed 31 January 2024 · SEC filing.
958 positions in the whole 13F.
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.
Software held
- MicrosoftMSFT7,452,101 shares · 53.4% of their software · price +$449M$2.8B−$185M
- AdobeADBE561,008 shares · 6.4% of their software · price +$48.6M$335M+$43.3M
- SalesforceCRM942,658 shares · 4.7% of their software · price +$56.9M$248M+$42.0M
- Automatic Data Processing, Inc.ADP868,999 shares · 3.9% of their software · price −$6.6M$202M+$30.7M
- IntuitINTU256,214 shares · 3.1% of their software · price +$29.2M$160M+$30.5M
- ServiceNowNOW206,842 shares · 2.8% of their software · price +$30.5M$146M+$25.0M
- CadenceCDNS509,127 shares · 2.6% of their software · price +$19.4M$139M+$52.1M
- AutodeskADSK460,759 shares · 2.1% of their software · price +$16.8M$112M+$19.8M
- Fiserv, Inc.FISV636,504 shares · 1.6% of their software · price +$12.7M$84.6M−$157M
- Uber Technologies, Inc.UBER1,203,961 shares · 1.4% of their software · price +$18.8M$74.1M+$24.3M
- OracleORCL672,501 shares · 1.4% of their software$70.9M+$29.3M
- WorkdayWDAY206,217 shares · 1.1% of their software · price +$12.6M$56.9M+$9.8M
- Amdocs LimitedDOX646,805 shares · 1.1% of their software · price +$2.2M$56.8MFlat
- NICENICE239,194 shares · 0.9% of their software · price +$7.1M$47.7M−$76.9M
- SynopsysSNPS84,369 shares · 0.8% of their software · price +$4.7M$43.4M+$14.0M
- WorkivaWK404,788 shares · 0.8% of their software$41.1MFlat
- Palo Alto NetworksPANW138,626 shares · 0.8% of their software · price +$8.4M$40.9M+$13.0M
- SnowflakeSNOW174,390 shares · 0.7% of their software · price +$8.1M$34.7M+$9.3M
- FactSetFDS68,911 shares · 0.6% of their software · price +$2.7M$32.9M+$4.5M
- Donnelley Financial Solutions, Inc.DFIN514,035 shares · 0.6% of their software · price +$3.1M$32.1M−$3.6M
- TrimbleTRMB487,061 shares · 0.5% of their software$25.9M+$3.9M
- Roper Technologies, Inc.ROP44,387 shares · 0.5% of their software · price +$2.7M$24.2M−$1.5M
- PTCPTC112,359 shares · 0.4% of their software · price +$3.7M$19.7M+$3.7M
- TwilioTWLO256,676 shares · 0.4% of their software · price +$4.5M$19.5M+$2.6M
- FortinetFTNT325,017 shares · 0.4% of their software$19.0M+$7.6M
- PaylocityPCTY115,291 shares · 0.4% of their software · price −$1.9M$19.0M−$9.6M
- CrowdStrikeCRWD74,410 shares · 0.4% of their software · price +$6.5M$19.0M+$6.4M
- BroadridgeBR89,832 shares · 0.4% of their software · price +$2.4M$18.5M+$8.1M
- HubSpotHUBS29,689 shares · 0.3% of their software · price +$2.6M$17.2M+$4.6M
- Paychex, Inc.PAYX142,591 shares · 0.3% of their software · price +$539K$17.0M+$5.6M
- Fair IsaacFICO14,524 shares · 0.3% of their software · price +$4.3M$16.9M+$3.1M
- CoStarCSGP169,683 shares · 0.3% of their software · price +$1.8M$14.8M+$5.4M
- Block, Inc.XYZ187,858 shares · 0.3% of their software · price +$6.2M$14.5M+$4.2M
- MongoDBMDB35,374 shares · 0.3% of their software · price +$2.2M$14.5M+$4.3M
- VeriskVRSK60,324 shares · 0.3% of their software$14.4M+$5.1M
- AtlassianTEAM56,086 shares · 0.3% of their software · price +$2.0M$13.3M+$6.2M
- Endava plcDAVA169,551 shares · 0.3% of their software · price +$3.5M$13.2M−$506K
- Gen DigitalGEN547,409 shares · 0.2% of their software · price +$2.8M$12.5M+$1.6M
- DatadogDDOG94,474 shares · 0.2% of their software · price +$2.9M$11.5M+$4.3M
- PalantirPLTR659,660 shares · 0.2% of their software · price +$772K$11.3M+$5.4M
- OktaOKTA123,692 shares · 0.2% of their software · price +$1.1M$11.2M+$2.6M
- The Trade DeskTTD152,854 shares · 0.2% of their software · price −$946K$11.0M+$6.0M
- NetApp, Inc.NTAP115,880 shares · 0.2% of their software · price +$1.4M$10.2M+$4.7M
- VeevaVEEV49,877 shares · 0.2% of their software · price −$545K$9.6M+$5.1M
- VeriSign, Inc.VRSN46,085 shares · 0.2% of their software$9.5M+$2.4M
- CloudflareNET99,685 shares · 0.2% of their software · price +$2.0M$8.3M+$3.2M
- Tyler TechnologiesTYL19,749 shares · 0.2% of their software · price +$632K$8.3M+$3.4M
- AkamaiAKAM63,683 shares · 0.1% of their software · price +$752K$7.5M+$2.4M
- ZscalerZS30,034 shares · 0.1% of their software · price +$2.0M$6.7M+$2.4M
- ZoomZM90,119 shares · 0.1% of their software$6.5M+$3.2M
- GoDaddyGDDY51,353 shares · 0.1% of their software · price +$1.6M$5.5M+$1.8M
- Manhattan AssociatesMANH24,253 shares · 0.1% of their software$5.2M−$1.1M
- Check PointCHKP33,747 shares · 0.1% of their software · price +$658K$5.2M+$2.2M
- PaycomPAYC23,488 shares · 0.1% of their software · price −$1.2M$4.9M+$2.3M
- F5, Inc.FFIV26,576 shares · 0.1% of their software$4.8M+$825K
- SS&CSSNC75,043 shares · 0.1% of their software · price +$643K$4.6M+$2.0M
- DocuSignDOCU74,233 shares · 0.1% of their software · price +$1.3M$4.4M+$1.5M
- UnityU99,927 shares · 0.1% of their software · price +$949K$4.1M+$1.8M
- CourseraCOUR181,316 shares · 0.1% of their software$3.5MFlat
- UiPathPATH137,004 shares · 0.1% of their software · price +$1.1M$3.4M+$861K
- BILLBILL35,170 shares · 0.1% of their software · price −$949K$2.9M+$2.0M
- Grab Holdings LimitedGRAB717,794 shares · 0.0% of their software$2.4M+$592K
- WixWIX18,092 shares · 0.0% of their software · price +$565K$2.2MFlat
- Remitly Global, Inc.RELY113,745 shares · 0.0% of their software · price −$660K$2.2MNew · +$2.9M
- ZoomInfoZI100,875 shares · 0.0% of their software$1.9M—
- VaronisVRNS40,348 shares · 0.0% of their software · price +$595K$1.8MFlat
- RingCentralRNG30,525 shares · 0.0% of their software$1.0MFlat
- DropboxDBX9,945 shares · 0.0% of their software$293KFlat
- Full Truck Alliance Co. Ltd.YMM34,748 shares · 0.0% of their software$244KFlat
- DynatraceDT4,035 shares · 0.0% of their software$221KNew · Flat
- Tuya Inc.TUYA10,440 shares · 0.0% of their software$24KNew · Flat