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−$67.9M$4.5B
• ServiceNowNOW+$23.3M$264M
• SnowflakeSNOW+$19.4M$34.6M
• OracleORCL+$18.2M$445M
• Joint Stock Company Kaspi.kzKSPI−$16.3M$63.5M

Software held

• MicrosoftMSFT8,685,901 shares · 56.4% of their software · price +$178M$4.5B−$67.9M
• OracleORCL1,593,960 shares · 5.6% of their software · price +$99.8M$445M+$18.2M
• SalesforceCRM1,155,541 shares · 3.5% of their software · price −$41.2M$276M+$12.8M
• ServiceNowNOW286,926 shares · 3.3% of their software · price −$30.9M$264M+$23.3M
• PalantirPLTR1,269,782 shares · 2.9% of their software · price +$58.5M$228M+$11.6M
• AdobeADBE532,121 shares · 2.4% of their software · price −$18.2M$189M−$2.3M
• Uber Technologies, Inc.UBER1,835,015 shares · 2.2% of their software · price +$8.6M$178M−$7.4M
• CadenceCDNS507,446 shares · 2.2% of their software · price +$21.9M$177M−$5.8M
• IntuitINTU232,287 shares · 2.0% of their software · price −$24.3M$160MFlat
• Palo Alto NetworksPANW599,143 shares · 1.5% of their software · price −$611K$122M+$7.7M
• AutodeskADSK353,983 shares · 1.4% of their software · price +$2.9M$113MFlat
• Automatic Data Processing, Inc.ADP382,743 shares · 1.4% of their software · price −$5.7M$111M−$1.6M
• CrowdStrikeCRWD155,032 shares · 1.0% of their software · price −$2.9M$76.0M+$4.2M
• SynopsysSNPS148,208 shares · 0.9% of their software · price −$2.9M$72.3M+$10.6M
• Joint Stock Company Kaspi.kzKSPI779,646 shares · 0.8% of their software · price −$2.5M$63.5M−$16.3M
• Fiserv, Inc.FISV438,619 shares · 0.7% of their software · price −$19.1M$57.2M−$1.4M
• WorkdayWDAY217,612 shares · 0.7% of their software$52.4M+$2.9M
• AppLovinAPP62,129 shares · 0.6% of their software · price +$22.9M$44.6MSplit
• FortinetFTNT480,514 shares · 0.5% of their software · price −$10.4M$40.4M−$3.4M
• CloudflareNET174,501 shares · 0.5% of their software · price +$3.3M$38.1M+$940K
• VertexVERX1,445,834 shares · 0.5% of their software · price −$15.2M$36.0M−$526K
• SnowflakeSNOW153,656 shares · 0.4% of their software$34.6M+$19.4M
• BroadridgeBR138,711 shares · 0.4% of their software · price −$674K$32.9M−$3.2M
• Paychex, Inc.PAYX246,915 shares · 0.4% of their software · price −$4.6M$30.7M−$1.2M
• VeriskVRSK120,237 shares · 0.4% of their software · price −$7.2M$30.4M+$2.1M
• Block, Inc.XYZ402,561 shares · 0.4% of their software · price +$1.7M$30.3M+$1.6M
• JFrogFROG609,725 shares · 0.4% of their software · price +$2.1M$29.4M−$6.6M
• CoStarCSGP311,627 shares · 0.3% of their software · price +$1.2M$26.3M+$4.2M
• TrimbleTRMB301,129 shares · 0.3% of their software · price +$1.7M$24.6M+$2.6M
• VeevaVEEV81,266 shares · 0.3% of their software · price +$807K$23.8M+$1.3M
• DatadogDDOG163,724 shares · 0.3% of their software · price +$1.3M$23.3M+$2.9M
• Q2QTWO313,706 shares · 0.3% of their software · price −$6.7M$23.2M−$2.2M
• PTCPTC111,511 shares · 0.3% of their software · price +$3.4M$22.6M+$1.8M
• NetApp, Inc.NTAP192,421 shares · 0.3% of their software · price +$2.3M$22.5M+$2.7M
• MongoDBMDB70,887 shares · 0.3% of their software · price +$7.1M$22.1M+$1.7M
• ZoomZM264,468 shares · 0.3% of their software · price +$1.2M$21.8M+$1.8M
• WorkivaWK231,772 shares · 0.2% of their software · price +$4.1M$19.7M+$798K
• Fair IsaacFICO12,936 shares · 0.2% of their software · price −$4.3M$19.7M−$1.2M
• ZscalerZS64,906 shares · 0.2% of their software · price −$927K$19.4M+$1.0M
• Amdocs LimitedDOX232,564 shares · 0.2% of their software · price −$2.1M$19.1MFlat
• HubSpotHUBS35,402 shares · 0.2% of their software · price −$3.1M$18.4MFlat
• AtlassianTEAM114,778 shares · 0.2% of their software · price −$5.0M$18.3M+$1.1M
• Strategy IncMSTR53,541 shares · 0.2% of their software · price −$4.4M$17.0M+$6.4M
• Donnelley Financial Solutions, Inc.DFIN330,195 shares · 0.2% of their software · price −$3.4M$17.0M−$8.0M
• Roper Technologies, Inc.ROP31,995 shares · 0.2% of their software · price −$2.2M$15.9M−$540K
• Tyler TechnologiesTYL26,263 shares · 0.2% of their software · price −$1.8M$13.9MFlat
• Corpay, Inc.CPAY43,785 shares · 0.2% of their software · price −$1.9M$13.0MFlat
• SS&CSSNC140,953 shares · 0.2% of their software · price +$840K$12.5M+$3.3M
• Gen DigitalGEN429,424 shares · 0.2% of their software$12.1M−$949K
• GoDaddyGDDY84,605 shares · 0.2% of their software · price −$3.7M$12.0M−$4.0M
• TwilioTWLO113,971 shares · 0.1% of their software · price −$2.8M$11.9M−$4.6M
• Check PointCHKP57,219 shares · 0.1% of their software · price −$821K$11.8M+$3.8M
• OktaOKTA113,319 shares · 0.1% of their software · price −$937K$10.4MFlat
• F5, Inc.FFIV31,889 shares · 0.1% of their software · price +$921K$10.3M+$2.0M
• FactSetFDS34,911 shares · 0.1% of their software · price −$5.6M$10.0MFlat
• DocuSignDOCU116,337 shares · 0.1% of their software · price −$675K$8.4MFlat
• VeriSign, Inc.VRSN23,884 shares · 0.1% of their software$6.7MFlat
• The Trade DeskTTD102,883 shares · 0.1% of their software · price −$2.4M$5.0M+$2.0M
• Manhattan AssociatesMANH21,786 shares · 0.1% of their software$4.5MFlat
• Grab Holdings LimitedGRAB479,019 shares · 0.0% of their software$2.9MFlat
• Full Truck Alliance Co. Ltd.YMM172,228 shares · 0.0% of their software$2.3M−$567K
• PaycomPAYC10,265 shares · 0.0% of their software$2.2MFlat
• WixWIX6,106 shares · 0.0% of their software$1.1MFlat
• AkamaiAKAM9,714 shares · 0.0% of their software$736K−$11.3M
• PaylocityPCTY4,424 shares · 0.0% of their software$705KFlat
• StoneCo Ltd.STNE31,817 shares · 0.0% of their software$602KFlat
• SamsaraIOT12,135 shares · 0.0% of their software$452KFlat
• NutanixNTNX5,163 shares · 0.0% of their software$384KFlat
• NICENICE1,975 shares · 0.0% of their software$286K−$8.9M
• Bentley SystemsBSY4,353 shares · 0.0% of their software$224KFlat