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+$92.8M$4.4B
• Fiserv, Inc.FISV−$22.8M$77.1M
• SalesforceCRM+$19.3M$302M
• ServiceNowNOW−$18.5M$270M
• AdobeADBE+$17.8M$208M

Software held

• MicrosoftMSFT8,822,347 shares · 56.3% of their software · price +$1.1B$4.4B+$92.8M
• OracleORCL1,510,844 shares · 4.3% of their software · price +$119M$333M+$9.4M
• SalesforceCRM1,108,492 shares · 3.9% of their software · price +$4.8M$302M+$19.3M
• ServiceNowNOW264,304 shares · 3.5% of their software · price +$61.3M$270M−$18.5M
• AdobeADBE538,195 shares · 2.7% of their software · price +$1.8M$208M+$17.8M
• IntuitINTU231,319 shares · 2.3% of their software · price +$40.2M$182M+$11.5M
• Uber Technologies, Inc.UBER1,913,919 shares · 2.3% of their software · price +$39.1M$177M+$13.5M
• PalantirPLTR1,184,421 shares · 2.1% of their software · price +$61.5M$164M+$6.3M
• CadenceCDNS526,223 shares · 2.1% of their software · price +$28.3M$162M−$8.8M
• Automatic Data Processing, Inc.ADP388,066 shares · 1.5% of their software · price +$1.1M$118M+$15.0M
• Palo Alto NetworksPANW561,489 shares · 1.5% of their software · price +$19.1M$115M+$5.9M
• AutodeskADSK354,334 shares · 1.4% of their software · price +$16.9M$109M+$10.5M
• Joint Stock Company Kaspi.kzKSPI971,840 shares · 1.1% of their software · price −$7.7M$82.6M+$1.1M
• Fiserv, Inc.FISV446,984 shares · 1.0% of their software · price −$21.6M$77.1M−$22.8M
• CrowdStrikeCRWD146,787 shares · 1.0% of their software · price +$23.0M$74.8M+$2.3M
• SynopsysSNPS127,534 shares · 0.8% of their software · price +$10.7M$65.4M+$1.4M
• FortinetFTNT513,112 shares · 0.7% of their software · price +$4.9M$54.2M+$6.3M
• VertexVERX1,460,730 shares · 0.7% of their software$52.2M−$1.8M
• WorkdayWDAY205,728 shares · 0.6% of their software · price +$1.3M$49.4M+$3.7M
• AppLovinAPP114,180 shares · 0.5% of their software · price +$9.7M$40.0M+$1.9M
• Paychex, Inc.PAYX255,076 shares · 0.5% of their software · price −$2.2M$36.7M+$3.8M
• BroadridgeBR151,879 shares · 0.5% of their software$36.5M+$6.8M
• VeriskVRSK113,584 shares · 0.4% of their software · price +$1.6M$35.1M+$2.0M
• JFrogFROG759,308 shares · 0.4% of their software · price +$9.0M$33.3M−$3.1M
• CloudflareNET169,703 shares · 0.4% of their software · price +$14.1M$33.2M+$1.1M
• Q2QTWO337,398 shares · 0.4% of their software · price +$4.6M$31.6M−$682K
• Donnelley Financial Solutions, Inc.DFIN460,334 shares · 0.4% of their software · price +$8.3M$28.4M+$1.3M
• Block, Inc.XYZ379,675 shares · 0.3% of their software · price +$5.2M$25.8M+$1.2M
• Fair IsaacFICO13,600 shares · 0.3% of their software$24.9M+$758K
• AtlassianTEAM109,267 shares · 0.3% of their software · price −$997K$22.2M+$1.6M
• VeevaVEEV76,764 shares · 0.3% of their software · price +$4.3M$22.1M+$1.6M
• Amdocs LimitedDOX232,133 shares · 0.3% of their software$21.2M−$14.9M
• CoStarCSGP259,237 shares · 0.3% of their software$20.8M+$821K
• TrimbleTRMB267,190 shares · 0.3% of their software · price +$2.8M$20.3M+$1.5M
• ZscalerZS61,673 shares · 0.2% of their software · price +$7.1M$19.4M+$762K
• HubSpotHUBS34,605 shares · 0.2% of their software · price −$507K$19.3M+$1.4M
• GoDaddyGDDY106,771 shares · 0.2% of their software$19.2M+$1.5M
• DatadogDDOG142,387 shares · 0.2% of their software · price +$5.0M$19.1M+$778K
• ZoomZM241,603 shares · 0.2% of their software · price +$1.0M$18.8M+$861K
• TwilioTWLO150,896 shares · 0.2% of their software · price +$4.0M$18.8M+$855K
• Roper Technologies, Inc.ROP32,947 shares · 0.2% of their software · price −$749K$18.7M+$1.5M
• NetApp, Inc.NTAP166,883 shares · 0.2% of their software · price +$3.1M$17.7M+$1.7M
• PTCPTC100,811 shares · 0.2% of their software · price +$1.8M$17.4M+$2.0M
• FactSetFDS34,595 shares · 0.2% of their software$15.3M+$1.8M
• Tyler TechnologiesTYL25,765 shares · 0.2% of their software$15.3MFlat
• Strategy IncMSTR37,776 shares · 0.2% of their software · price +$4.4M$15.2M+$2.3M
• WorkivaWK220,121 shares · 0.2% of their software · price −$1.6M$15.1M−$2.5M
• SnowflakeSNOW67,181 shares · 0.2% of their software · price +$5.2M$15.0M+$1.5M
• Corpay, Inc.CPAY43,256 shares · 0.2% of their software · price −$731K$14.4M+$579K
• Gen DigitalGEN461,713 shares · 0.2% of their software · price +$1.3M$13.5MFlat
• MongoDBMDB62,570 shares · 0.2% of their software · price +$2.2M$13.1MFlat
• AkamaiAKAM151,400 shares · 0.2% of their software$12.1M+$501K
• OktaOKTA110,742 shares · 0.1% of their software · price −$581K$11.1M+$746K
• NICENICE54,840 shares · 0.1% of their software · price +$808K$9.3M−$16.6M
• DocuSignDOCU115,318 shares · 0.1% of their software$9.0M+$517K
• Check PointCHKP39,850 shares · 0.1% of their software$8.8MFlat
• SS&CSSNC101,342 shares · 0.1% of their software$8.4MFlat
• F5, Inc.FFIV25,043 shares · 0.1% of their software · price +$702K$7.4M+$1.3M
• VeriSign, Inc.VRSN23,575 shares · 0.1% of their software · price +$823K$6.8MFlat
• Five9FIVN251,162 shares · 0.1% of their software$6.7M−$1.0M
• The Trade DeskTTD75,211 shares · 0.1% of their software · price +$1.3M$5.4M+$568K
• Manhattan AssociatesMANH23,182 shares · 0.1% of their software · price +$566K$4.5MFlat
• Full Truck Alliance Co. Ltd.YMM220,213 shares · 0.0% of their software$2.6MFlat
• Grab Holdings LimitedGRAB495,416 shares · 0.0% of their software$2.5MFlat
• VTEXVTEX368,962 shares · 0.0% of their software · price +$565K$2.5M+$524K
• PaycomPAYC10,299 shares · 0.0% of their software$2.4M+$1.5M
• PaylocityPCTY6,108 shares · 0.0% of their software$1.1MFlat
• WixWIX4,991 shares · 0.0% of their software$791KFlat
• StoneCo Ltd.STNE33,516 shares · 0.0% of their software$538KFlat
• NutanixNTNX3,410 shares · 0.0% of their software$261KFlat
• SamsaraIOT6,455 shares · 0.0% of their software$257KNew · Flat
• Bentley SystemsBSY3,724 shares · 0.0% of their software$201KNew · Flat