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+$322M$3.2B
• Palo Alto NetworksPANW+$38.7M$49.3M
• AdobeADBE−$24.8M$276M
• SalesforceCRM−$23.3M$342M
• CadenceCDNS+$20.5M$205M

Software held

• MicrosoftMSFT7,652,131 shares · 48.8% of their software · price −$67.3M$3.2B+$322M
• ServiceNowNOW441,546 shares · 7.1% of their software · price +$73.2M$469MFlat
• SalesforceCRM1,020,700 shares · 5.2% of their software · price +$61.9M$342M−$23.3M
• AdobeADBE619,752 shares · 4.2% of their software · price −$45.3M$276M−$24.8M
• Automatic Data Processing, Inc.ADP941,053 shares · 4.1% of their software · price +$15.1M$275M−$13.9M
• AutodeskADSK741,187 shares · 3.3% of their software · price +$14.9M$220M−$10.9M
• CadenceCDNS679,841 shares · 3.1% of their software · price +$20.0M$205M+$20.5M
• IntuitINTU280,793 shares · 2.7% of their software · price +$2.1M$177M−$15.6M
• OracleORCL999,605 shares · 2.5% of their software · price −$3.8M$166M+$12.8M
• Joint Stock Company Kaspi.kzKSPI1,507,283 shares · 2.2% of their software · price −$17.0M$145M−$15.5M
• BroadridgeBR502,904 shares · 1.7% of their software · price +$5.6M$113M−$7.1M
• Fiserv, Inc.FISV436,067 shares · 1.4% of their software · price +$11.2M$89.6M−$8.4M
• WorkdayWDAY275,063 shares · 1.1% of their software · price +$3.7M$71.3M−$1.2M
• VertexVERX1,029,177 shares · 0.8% of their software · price +$15.3M$55.0M+$17.0M
• Uber Technologies, Inc.UBER852,300 shares · 0.8% of their software · price −$12.6M$51.6MFlat
• Palo Alto NetworksPANW269,505 shares · 0.7% of their software · price −$43.1M$49.3M+$38.7M
• PalantirPLTR521,479 shares · 0.6% of their software · price +$20.0M$40.4M−$3.3M
• TrimbleTRMB532,825 shares · 0.6% of their software · price +$4.6M$37.6M−$1.5M
• Amdocs LimitedDOX427,960 shares · 0.5% of their software · price −$1.0M$36.4M−$2.3M
• FactSetFDS75,076 shares · 0.5% of their software · price +$1.5M$36.2M−$1.6M
• SynopsysSNPS69,231 shares · 0.5% of their software · price −$1.5M$33.7M−$4.0M
• NICENICE179,523 shares · 0.5% of their software · price −$688K$30.5M−$1.8M
• Q2QTWO298,864 shares · 0.5% of their software · price +$6.2M$30.1M−$9.4M
• TwilioTWLO241,710 shares · 0.4% of their software · price +$10.4M$26.3M−$2.2M
• WorkivaWK228,980 shares · 0.4% of their software · price +$7.0M$25.1M−$2.6M
• JFrogFROG772,202 shares · 0.3% of their software$22.8M+$883K
• Donnelley Financial Solutions, Inc.DFIN360,541 shares · 0.3% of their software · price −$1.1M$22.7M−$5.0M
• CrowdStrikeCRWD65,341 shares · 0.3% of their software · price +$4.0M$22.7M−$3.1M
• FortinetFTNT226,924 shares · 0.3% of their software · price +$3.8M$21.5M−$2.6M
• PTCPTC107,946 shares · 0.3% of their software$19.8M−$2.0M
• HubSpotHUBS27,322 shares · 0.3% of their software · price +$4.5M$19.1M−$2.2M
• Roper Technologies, Inc.ROP30,142 shares · 0.2% of their software · price −$1.1M$15.6M−$3.0M
• Paychex, Inc.PAYX110,040 shares · 0.2% of their software · price +$664K$15.4M−$2.5M
• VeriskVRSK52,754 shares · 0.2% of their software$14.5M−$1.2M
• Block, Inc.XYZ153,056 shares · 0.2% of their software · price +$2.7M$13.2M−$1.9M
• Fair IsaacFICO6,529 shares · 0.2% of their software$13.0M−$2.6M
• AppLovinAPP39,725 shares · 0.2% of their software · price +$7.7M$12.9M−$1.3M
• Gen DigitalGEN425,760 shares · 0.2% of their software$11.7M−$1.6M
• Five9FIVN275,383 shares · 0.2% of their software · price +$3.3M$11.2M−$1.8M
• AtlassianTEAM45,748 shares · 0.2% of their software · price +$3.9M$11.1M−$1.5M
• GoDaddyGDDY56,378 shares · 0.2% of their software · price +$2.3M$11.1MFlat
• NetApp, Inc.NTAP94,347 shares · 0.2% of their software · price −$701K$10.9M−$1.5M
• CoStarCSGP118,592 shares · 0.1% of their software$8.5M−$872K
• SnowflakeSNOW54,579 shares · 0.1% of their software · price +$2.2M$8.5M−$1.1M
• MongoDBMDB34,877 shares · 0.1% of their software · price −$1.3M$8.2M−$1.9M
• Strategy IncMSTR26,784 shares · 0.1% of their software · price +$3.2M$7.8M−$849K
• The Trade DeskTTD64,768 shares · 0.1% of their software · price +$510K$7.6M−$1.6M
• Tyler TechnologiesTYL12,837 shares · 0.1% of their software$7.4MFlat
• DatadogDDOG51,033 shares · 0.1% of their software · price +$1.4M$7.3M−$1.2M
• CloudflareNET64,152 shares · 0.1% of their software · price +$1.7M$7.0M−$1.0M
• Corpay, Inc.CPAY19,385 shares · 0.1% of their software$6.6M−$1.1M
• ZoomZM76,614 shares · 0.1% of their software · price +$909K$6.3M−$1,000K
• Manhattan AssociatesMANH23,088 shares · 0.1% of their software$6.3MFlat
• AkamaiAKAM61,984 shares · 0.1% of their software$5.9M−$1.2M
• VeevaVEEV25,450 shares · 0.1% of their software$5.4M−$968K
• F5, Inc.FFIV20,740 shares · 0.1% of their software · price +$649K$5.2M−$595K
• ZscalerZS25,062 shares · 0.1% of their software$4.5M−$776K
• Grab Holdings LimitedGRAB928,553 shares · 0.1% of their software · price +$854K$4.4MFlat
• DocuSignDOCU47,371 shares · 0.1% of their software · price +$1.3M$4.3M−$546K
• VeriSign, Inc.VRSN20,079 shares · 0.1% of their software$4.1M−$673K
• OktaOKTA46,447 shares · 0.1% of their software$3.7M−$1.4M
• Check PointCHKP15,547 shares · 0.0% of their software$2.9M−$562K
• SS&CSSNC35,940 shares · 0.0% of their software$2.7M−$538K
• PaylocityPCTY6,730 shares · 0.0% of their software$1.3MFlat
• WixWIX3,468 shares · 0.0% of their software$744K−$1.7M
• PaycomPAYC3,523 shares · 0.0% of their software$721KFlat
• Full Truck Alliance Co. Ltd.YMM22,705 shares · 0.0% of their software$246KFlat
• NutanixNTNX3,805 shares · 0.0% of their software$233KNew · Flat
• monday.comMNDY970 shares · 0.0% of their software$228KFlat
• SamsaraIOT4,792 shares · 0.0% of their software$210KFlat