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−$605M$3.0B
• ServiceNowNOW+$182M$392M
• Joint Stock Company Kaspi.kzKSPI−$94.4M$170M
• Strategy IncMSTR+$43.4M$5.4M
• Uber Technologies, Inc.UBER−$20.1M$63.9M

Software held

• MicrosoftMSFT6,903,482 shares · 47.3% of their software · price −$115M$3.0B−$605M
• ServiceNowNOW442,382 shares · 6.3% of their software · price +$47.7M$392M+$182M
• AdobeADBE667,726 shares · 5.5% of their software · price −$25.2M$344M+$10.5M
• SalesforceCRM1,105,742 shares · 4.8% of their software · price +$18.4M$300MFlat
• Automatic Data Processing, Inc.ADP991,296 shares · 4.4% of their software · price +$37.7M$272M+$11.1M
• AutodeskADSK780,899 shares · 3.4% of their software · price +$21.9M$214M+$10.4M
• IntuitINTU305,977 shares · 3.0% of their software · price −$11.1M$190M+$10.0M
• Joint Stock Company Kaspi.kzKSPI1,653,069 shares · 2.7% of their software · price −$38.1M$170M−$94.4M
• CadenceCDNS604,171 shares · 2.6% of their software · price −$22.2M$163M+$3.8M
• OracleORCL924,397 shares · 2.5% of their software · price +$27.0M$155MFlat
• BroadridgeBR536,083 shares · 1.8% of their software · price +$9.7M$114M+$5.5M
• Fiserv, Inc.FISV482,772 shares · 1.4% of their software · price +$14.8M$86.6M+$2.1M
• WorkdayWDAY279,856 shares · 1.1% of their software · price +$5.8M$68.4M+$8.8M
• Uber Technologies, Inc.UBER852,467 shares · 1.0% of their software · price +$2.1M$63.9M−$20.1M
• Palo Alto NetworksPANW156,153 shares · 0.9% of their software$53.1M−$937K
• Amdocs LimitedDOX454,293 shares · 0.6% of their software · price +$3.9M$39.5M−$12.8M
• SynopsysSNPS77,099 shares · 0.6% of their software · price −$6.8M$39.1M+$3.5M
• FactSetFDS78,657 shares · 0.6% of their software · price +$4.1M$36.2M+$1.2M
• TrimbleTRMB556,235 shares · 0.5% of their software · price +$3.4M$34.1M+$820K
• Q2QTWO417,222 shares · 0.5% of their software · price +$8.1M$33.3M−$2.6M
• NICENICE189,890 shares · 0.5% of their software$33.0M−$519K
• Donnelley Financial Solutions, Inc.DFIN436,543 shares · 0.5% of their software · price +$2.7M$28.7M−$2.2M
• VertexVERX588,345 shares · 0.4% of their software · price +$1.4M$22.7M−$2.0M
• PalantirPLTR611,142 shares · 0.4% of their software · price +$7.3M$22.6M+$8.6M
• PTCPTC119,042 shares · 0.3% of their software$21.6M+$2.8M
• CrowdStrikeCRWD76,442 shares · 0.3% of their software · price −$7.9M$21.5M+$5.9M
• JFrogFROG741,810 shares · 0.3% of their software · price −$6.3M$21.5M+$2.4M
• WorkivaWK261,757 shares · 0.3% of their software · price +$1.6M$20.7M−$1.5M
• FortinetFTNT260,612 shares · 0.3% of their software · price +$4.5M$20.1M+$1.2M
• Roper Technologies, Inc.ROP35,495 shares · 0.3% of their software$19.7M+$7.4M
• TwilioTWLO276,071 shares · 0.3% of their software · price +$2.3M$18.0M+$825K
• Paychex, Inc.PAYX128,827 shares · 0.3% of their software · price +$2.0M$17.3M+$975K
• HubSpotHUBS31,541 shares · 0.3% of their software · price −$1.8M$16.8M+$5.6M
• VeriskVRSK57,130 shares · 0.2% of their software$15.2M−$4.6M
• Fair IsaacFICO7,868 shares · 0.2% of their software · price +$3.6M$15.2M+$1.8M
• Gen DigitalGEN483,112 shares · 0.2% of their software · price +$1.2M$13.2M−$1.5M
• NetApp, Inc.NTAP106,482 shares · 0.2% of their software · price −$563K$13.1MFlat
• Block, Inc.XYZ181,462 shares · 0.2% of their software$12.2M+$612K
• MongoDBMDB41,875 shares · 0.2% of their software · price +$854K$11.1M+$3.7M
• CoStarCSGP130,150 shares · 0.2% of their software$9.8M+$4.1M
• Five9FIVN337,359 shares · 0.2% of their software · price −$5.2M$9.7M−$2.0M
• GoDaddyGDDY57,243 shares · 0.1% of their software · price +$977K$8.9M+$4.0M
• AtlassianTEAM54,989 shares · 0.1% of their software · price −$994K$8.7M+$1.6M
• The Trade DeskTTD79,618 shares · 0.1% of their software · price +$954K$8.7M+$2.8M
• AkamaiAKAM73,984 shares · 0.1% of their software · price +$804K$7.4MFlat
• SnowflakeSNOW64,118 shares · 0.1% of their software · price −$1.3M$7.4M−$7.5M
• Tyler TechnologiesTYL12,340 shares · 0.1% of their software · price +$999K$7.2M+$1.5M
• Corpay, Inc.CPAY22,843 shares · 0.1% of their software · price +$1.1M$7.1M+$2.0M
• DatadogDDOG61,384 shares · 0.1% of their software · price −$898K$7.1M+$4.1M
• AppLovinAPP49,691 shares · 0.1% of their software · price +$2.4M$6.5M+$3.7M
• ZoomZM90,948 shares · 0.1% of their software · price +$960K$6.3M+$694K
• Manhattan AssociatesMANH22,612 shares · 0.1% of their software · price +$785K$6.3MFlat
• VeevaVEEV30,060 shares · 0.1% of their software · price +$807K$6.3M+$2.5M
• CloudflareNET76,770 shares · 0.1% of their software$6.2M+$1.5M
• Strategy IncMSTR31,821 shares · 0.1% of their software · price −$38.5M$5.4M+$43.4M
• F5, Inc.FFIV23,442 shares · 0.1% of their software · price +$1.1M$5.1M+$865K
• ZscalerZS29,602 shares · 0.1% of their software · price −$629K$5.1M+$727K
• OktaOKTA64,933 shares · 0.1% of their software · price −$1.3M$4.8M−$3.1M
• VeriSign, Inc.VRSN23,623 shares · 0.1% of their software$4.5M+$818K
• Check PointCHKP18,460 shares · 0.1% of their software · price +$513K$3.6M+$878K
• DocuSignDOCU56,172 shares · 0.1% of their software$3.5M+$1.2M
• Grab Holdings LimitedGRAB855,360 shares · 0.1% of their software$3.3MFlat
• SS&CSSNC43,183 shares · 0.1% of their software$3.2M+$759K
• WixWIX13,479 shares · 0.0% of their software$2.3MFlat
• VaronisVRNS33,768 shares · 0.0% of their software$1.9MFlat
• CourseraCOUR191,396 shares · 0.0% of their software$1.5MFlat
• PaylocityPCTY4,442 shares · 0.0% of their software$733KFlat
• PaycomPAYC3,883 shares · 0.0% of their software$647K−$985K
• monday.comMNDY968 shares · 0.0% of their software$269KNew · Flat
• SamsaraIOT4,294 shares · 0.0% of their software$207KNew · Flat
• Full Truck Alliance Co. Ltd.YMM18,518 shares · 0.0% of their software$167KFlat