Generalist · Edinburgh, United Kingdom
Aberdeen Group
Q2 2024 · compared with Q1 2024
Filed as Aberdeen Group PLC
- Software
- $6.7B
- Weight of 13F
- 12.9%
- Names
- 76
- Net bought
- +$330M
Filed 9 August 2024 · SEC filing.
944 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
- MicrosoftMSFT8,256,193 shares · 54.9% of their software · price +$217M$3.7B+$264M
- AdobeADBE648,909 shares · 5.4% of their software · price +$33.1M$360M+$30.2M
- Joint Stock Company Kaspi.kzKSPI2,384,600 shares · 4.6% of their software · price +$882K$308M−$20.2M
- SalesforceCRM1,098,320 shares · 4.2% of their software · price −$48.4M$282M+$36.2M
- Automatic Data Processing, Inc.ADP944,735 shares · 3.4% of their software · price −$10.4M$225M+$5.9M
- IntuitINTU290,726 shares · 2.8% of their software · price +$2.1M$191M+$15.6M
- AutodeskADSK739,042 shares · 2.7% of their software · price −$9.6M$183M+$55.6M
- CadenceCDNS591,917 shares · 2.7% of their software · price −$2.1M$182M−$5.0M
- ServiceNowNOW210,482 shares · 2.5% of their software · price +$5.1M$166M−$2.9M
- OracleORCL918,497 shares · 1.9% of their software · price +$14.3M$130M+$17.3M
- BroadridgeBR508,214 shares · 1.5% of their software · price −$4.0M$100M+$85.2M
- Uber Technologies, Inc.UBER1,128,747 shares · 1.2% of their software · price −$4.9M$82.0M−$10.6M
- Fiserv, Inc.FISV468,844 shares · 1.0% of their software · price −$5.1M$69.9M−$28.3M
- Palo Alto NetworksPANW158,916 shares · 0.8% of their software · price +$8.7M$53.9M+$6.2M
- WorkdayWDAY240,567 shares · 0.8% of their software · price −$11.8M$53.8M+$5.3M
- Amdocs LimitedDOX616,315 shares · 0.7% of their software · price −$7.1M$48.6M−$1.4M
- SynopsysSNPS71,249 shares · 0.6% of their software · price +$1.7M$42.4M−$7.6M
- NICENICE192,906 shares · 0.5% of their software · price −$17.1M$33.2M−$10.2M
- FactSetFDS75,641 shares · 0.5% of their software · price −$3.5M$30.9M+$1.0M
- TrimbleTRMB541,572 shares · 0.5% of their software · price −$4.6M$30.3M+$1.7M
- Donnelley Financial Solutions, Inc.DFIN473,711 shares · 0.4% of their software · price −$1.1M$28.2M−$1.2M
- Q2QTWO459,644 shares · 0.4% of their software · price +$3.6M$27.7M−$3.0M
- JFrogFROG677,970 shares · 0.4% of their software · price −$4.5M$25.5MNew · +$30.0M
- CrowdStrikeCRWD61,132 shares · 0.3% of their software · price +$3.8M$23.4M−$4.6M
- VertexVERX643,941 shares · 0.3% of their software · price +$2.8M$23.2M+$8.4M
- WorkivaWK281,654 shares · 0.3% of their software · price −$3.3M$20.6M−$9.6M
- VeriskVRSK74,350 shares · 0.3% of their software · price +$2.5M$20.0M+$3.3M
- PTCPTC103,803 shares · 0.3% of their software · price −$755K$18.9M−$4.5M
- Five9FIVN383,481 shares · 0.3% of their software · price −$6.9M$16.9M+$12.5M
- SnowflakeSNOW119,498 shares · 0.2% of their software · price −$3.2M$16.1M−$9.9M
- TwilioTWLO261,544 shares · 0.2% of their software · price −$1.1M$14.9M−$633K
- FortinetFTNT240,957 shares · 0.2% of their software · price −$1.9M$14.5M−$4.2M
- Paychex, Inc.PAYX120,606 shares · 0.2% of their software · price −$511K$14.3M−$2.2M
- NetApp, Inc.NTAP107,269 shares · 0.2% of their software · price +$2.6M$13.8M−$1.1M
- Gen DigitalGEN542,648 shares · 0.2% of their software · price +$1.4M$13.6MFlat
- HubSpotHUBS22,045 shares · 0.2% of their software · price −$811K$13.0M−$5.5M
- Roper Technologies, Inc.ROP22,342 shares · 0.2% of their software$12.6M−$12.4M
- Block, Inc.XYZ171,975 shares · 0.2% of their software · price −$3.5M$11.1M−$1.9M
- Fair IsaacFICO6,627 shares · 0.1% of their software · price +$1.6M$9.9M−$9.5M
- OktaOKTA98,050 shares · 0.1% of their software · price −$1.1M$9.2M−$3.3M
- AtlassianTEAM45,852 shares · 0.1% of their software · price −$836K$8.1M−$2.2M
- PalantirPLTR272,882 shares · 0.1% of their software · price +$633K$6.9M−$9.4M
- AkamaiAKAM74,778 shares · 0.1% of their software · price −$1.4M$6.7M+$1.3M
- MongoDBMDB26,909 shares · 0.1% of their software · price −$2.9M$6.7M−$3.5M
- Manhattan AssociatesMANH23,398 shares · 0.1% of their software$5.8MFlat
- CoStarCSGP75,437 shares · 0.1% of their software · price −$1.7M$5.6M−$9.1M
- ZscalerZS25,819 shares · 0.1% of their software$5.0M−$967K
- The Trade DeskTTD50,651 shares · 0.1% of their software · price +$519K$4.9M−$9.1M
- CloudflareNET58,638 shares · 0.1% of their software · price −$821K$4.9M−$4.3M
- ZoomZM79,228 shares · 0.1% of their software$4.7M−$1.0M
- Tyler TechnologiesTYL9,284 shares · 0.1% of their software · price +$722K$4.7M−$4.1M
- Corpay, Inc.CPAY15,336 shares · 0.1% of their software · price −$646K$4.1M−$4.6M
- GoDaddyGDDY28,571 shares · 0.1% of their software · price +$601K$4.0M−$2.5M
- DatadogDDOG30,108 shares · 0.1% of their software$3.9M−$8.4M
- VeriSign, Inc.VRSN19,024 shares · 0.1% of their software$3.4M−$4.0M
- F5, Inc.FFIV18,422 shares · 0.0% of their software$3.2M−$1.3M
- Grab Holdings LimitedGRAB889,047 shares · 0.0% of their software$3.2MFlat
- VeevaVEEV16,150 shares · 0.0% of their software · price −$786K$3.0M−$8.0M
- WixWIX13,719 shares · 0.0% of their software$2.2M−$504K
- Check PointCHKP13,139 shares · 0.0% of their software$2.2M−$3.5M
- SS&CSSNC31,064 shares · 0.0% of their software$1.9M−$2.9M
- DocuSignDOCU33,483 shares · 0.0% of their software$1.8M−$2.5M
- VaronisVRNS33,768 shares · 0.0% of their software$1.6MFlat
- PaycomPAYC10,772 shares · 0.0% of their software · price −$603K$1.5M−$2.5M
- Remitly Global, Inc.RELY120,011 shares · 0.0% of their software · price −$1.0M$1.5MFlat
- CourseraCOUR191,396 shares · 0.0% of their software · price −$1.3M$1.4MFlat
- UiPathPATH61,197 shares · 0.0% of their software · price −$611K$776K−$1.8M
- PaylocityPCTY5,260 shares · 0.0% of their software$694K−$884K
- UnityU40,511 shares · 0.0% of their software$659K−$1.6M
- BILLBILL9,692 shares · 0.0% of their software$510K−$1.7M
- AppLovinAPP5,620 shares · 0.0% of their software$468KFlat
- Strategy IncMSTR282 shares · 0.0% of their software$388KNew · Flat
- DoubleVerifyDV19,939 shares · 0.0% of their software$388KFlat
- Full Truck Alliance Co. Ltd.YMM35,214 shares · 0.0% of their software$283KFlat
- DynatraceDT4,658 shares · 0.0% of their software$208KNew · Flat
- Tuya Inc.TUYA10,440 shares · 0.0% of their software$18KFlat