Generalist · Edinburgh, United Kingdom
Aberdeen Group
Q1 2024 · compared with Q4 2023
Filed as Aberdeen Group PLC
- Software
- $6.3B
- Weight of 13F
- 12.3%
- Names
- 75
- Net bought
- +$537M
Filed 9 May 2024 · SEC filing.
945 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
- MicrosoftMSFT7,628,012 shares · 51.3% of their software · price +$341M$3.2B+$66.1M
- Joint Stock Company Kaspi.kzKSPI2,541,596 shares · 5.2% of their software$327MNew · +$327M
- AdobeADBE588,971 shares · 4.8% of their software · price −$54.2M$297M+$16.7M
- SalesforceCRM978,191 shares · 4.7% of their software · price +$37.2M$295M+$9.4M
- Automatic Data Processing, Inc.ADP921,000 shares · 3.7% of their software · price +$15.4M$230M+$12.1M
- CadenceCDNS607,860 shares · 3.0% of their software · price +$23.7M$189M+$26.9M
- IntuitINTU266,736 shares · 2.8% of their software · price +$6.7M$173M+$6.6M
- ServiceNowNOW214,328 shares · 2.6% of their software · price +$12.0M$163M+$5.3M
- AutodeskADSK525,682 shares · 2.2% of their software · price +$8.9M$137M+$15.8M
- Fiserv, Inc.FISV645,938 shares · 1.7% of their software · price +$17.4M$103M+$1.3M
- OracleORCL780,507 shares · 1.6% of their software · price +$15.8M$98.0M+$11.4M
- Uber Technologies, Inc.UBER1,266,001 shares · 1.6% of their software · price +$19.5M$97.5M+$3.8M
- NICENICE231,956 shares · 1.0% of their software · price +$14.2M$60.5M−$1.4M
- WorkdayWDAY221,199 shares · 1.0% of their software · price −$732K$60.3M+$4.1M
- Amdocs LimitedDOX632,354 shares · 0.9% of their software · price +$1.6M$57.1M−$1.3M
- SynopsysSNPS84,617 shares · 0.8% of their software · price +$4.8M$48.4MFlat
- Palo Alto NetworksPANW136,946 shares · 0.6% of their software · price −$1.5M$38.9MFlat
- WorkivaWK395,258 shares · 0.5% of their software · price −$6.6M$33.5M−$968K
- FactSetFDS73,393 shares · 0.5% of their software · price −$1.7M$33.3M+$2.1M
- TrimbleTRMB515,810 shares · 0.5% of their software · price +$5.8M$33.2M+$1.5M
- Donnelley Financial Solutions, Inc.DFIN493,716 shares · 0.5% of their software$30.6M−$1.3M
- SnowflakeSNOW180,683 shares · 0.5% of their software · price −$6.8M$29.2M+$1.3M
- Q2QTWO517,653 shares · 0.4% of their software · price +$4.7M$27.2MNew · +$22.5M
- Roper Technologies, Inc.ROP44,415 shares · 0.4% of their software · price +$696K$24.9MFlat
- CrowdStrikeCRWD75,574 shares · 0.4% of their software · price +$4.9M$24.2MFlat
- PTCPTC127,572 shares · 0.4% of their software · price +$1.8M$24.1M+$2.7M
- FortinetFTNT302,927 shares · 0.3% of their software · price +$3.0M$20.7M−$1.3M
- HubSpotHUBS30,900 shares · 0.3% of their software · price +$1.4M$19.4M+$703K
- BroadridgeBR92,297 shares · 0.3% of their software$18.9M+$507K
- Fair IsaacFICO14,201 shares · 0.3% of their software · price +$1.2M$17.7MFlat
- Paychex, Inc.PAYX138,579 shares · 0.3% of their software · price +$511K$17.0MFlat
- TwilioTWLO271,890 shares · 0.3% of their software · price −$4.0M$16.6M+$1.2M
- Block, Inc.XYZ194,322 shares · 0.3% of their software · price +$1.4M$16.4MFlat
- CoStarCSGP169,731 shares · 0.3% of their software · price +$1.6M$16.4MFlat
- PalantirPLTR681,173 shares · 0.3% of their software · price +$4.0M$15.7MFlat
- VeriskVRSK60,295 shares · 0.2% of their software$14.2MFlat
- The Trade DeskTTD155,078 shares · 0.2% of their software · price +$2.4M$13.6MFlat
- OktaOKTA129,498 shares · 0.2% of their software · price +$1.8M$13.5M+$526K
- MongoDBMDB36,578 shares · 0.2% of their software · price −$1.8M$13.1MFlat
- Gen DigitalGEN552,375 shares · 0.2% of their software$12.4MFlat
- NetApp, Inc.NTAP117,294 shares · 0.2% of their software · price +$2.0M$12.3MFlat
- DatadogDDOG98,158 shares · 0.2% of their software$12.1MFlat
- VertexVERX377,912 shares · 0.2% of their software · price +$1.8M$12.0MNew · +$10.2M
- VeevaVEEV50,629 shares · 0.2% of their software · price +$2.0M$11.7MFlat
- Five9FIVN182,624 shares · 0.2% of their software · price −$3.0M$11.3MNew · +$14.4M
- AtlassianTEAM56,905 shares · 0.2% of their software · price −$2.4M$11.1MFlat
- CloudflareNET102,952 shares · 0.2% of their software · price +$1.4M$10.0MFlat
- Corpay, Inc.CPAY30,166 shares · 0.1% of their software · price +$782K$9.3MNew · +$8.5M
- Tyler TechnologiesTYL19,045 shares · 0.1% of their software$8.1MFlat
- VeriSign, Inc.VRSN39,999 shares · 0.1% of their software · price −$658K$7.6M−$1.3M
- AkamaiAKAM62,886 shares · 0.1% of their software · price −$603K$6.8MFlat
- ZoomZM94,885 shares · 0.1% of their software · price −$621K$6.2MFlat
- Manhattan AssociatesMANH23,942 shares · 0.1% of their software · price +$836K$6.0MFlat
- ZscalerZS30,841 shares · 0.1% of their software · price −$892K$5.9MFlat
- GoDaddyGDDY49,483 shares · 0.1% of their software · price +$620K$5.9MFlat
- Check PointCHKP34,353 shares · 0.1% of their software$5.6MFlat
- SS&CSSNC76,130 shares · 0.1% of their software$4.9MFlat
- F5, Inc.FFIV25,080 shares · 0.1% of their software$4.8MFlat
- PaycomPAYC23,492 shares · 0.1% of their software$4.7MFlat
- DocuSignDOCU75,316 shares · 0.1% of their software$4.5MFlat
- UiPathPATH140,824 shares · 0.1% of their software$3.2MFlat
- UnityU101,743 shares · 0.0% of their software · price −$1.4M$2.7MFlat
- CourseraCOUR183,750 shares · 0.0% of their software · price −$983K$2.6MFlat
- Grab Holdings LimitedGRAB809,065 shares · 0.0% of their software$2.5MFlat
- BILLBILL35,055 shares · 0.0% of their software$2.4MFlat
- Remitly Global, Inc.RELY115,253 shares · 0.0% of their software$2.4MFlat
- WixWIX17,384 shares · 0.0% of their software$2.4MFlat
- VaronisVRNS38,484 shares · 0.0% of their software$1.8MFlat
- PaylocityPCTY10,401 shares · 0.0% of their software$1.8M−$17.3M
- DoubleVerifyDV21,565 shares · 0.0% of their software$758KNew · +$793K
- Endava plcDAVA10,436 shares · 0.0% of their software$397K−$12.4M
- Full Truck Alliance Co. Ltd.YMM34,748 shares · 0.0% of their software$253KFlat
- DropboxDBX9,830 shares · 0.0% of their software$239KFlat
- AppLovinAPP3,338 shares · 0.0% of their software$231KNew · Flat
- Tuya Inc.TUYA10,440 shares · 0.0% of their software$18KFlat