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−$65.0M$4.1B
• CadenceCDNS−$13.8M$146M
• Joint Stock Company Kaspi.kzKSPI−$12.9M$48.5M
• OracleORCL+$11.4M$319M
• JFrogFROG−$10.0M$24.9M

Software held

• MicrosoftMSFT8,560,474 shares · 57.6% of their software · price −$294M$4.1B−$65.0M
• OracleORCL1,634,355 shares · 4.4% of their software · price −$141M$319M+$11.4M
• SalesforceCRM1,127,840 shares · 4.2% of their software · price +$31.5M$299M−$6.6M
• ServiceNowNOW1,448,931 shares · 3.1% of their software · price −$1.1B$222MSplit
• PalantirPLTR1,232,737 shares · 3.0% of their software · price −$5.8M$219M−$6.8M
• AdobeADBE515,981 shares · 2.5% of their software · price −$1.4M$181M−$5.7M
• IntuitINTU229,432 shares · 2.1% of their software · price −$4.7M$152M−$1.9M
• Uber Technologies, Inc.UBER1,820,397 shares · 2.1% of their software · price −$29.6M$149MFlat
• CadenceCDNS468,074 shares · 2.0% of their software · price −$18.1M$146M−$13.8M
• Palo Alto NetworksPANW601,775 shares · 1.5% of their software · price −$11.7M$111MFlat
• AutodeskADSK353,108 shares · 1.5% of their software · price −$7.6M$105MFlat
• Automatic Data Processing, Inc.ADP367,423 shares · 1.3% of their software · price −$13.3M$94.5M−$4.5M
• CrowdStrikeCRWD150,435 shares · 1.0% of their software · price −$3.3M$70.5M−$2.3M
• SynopsysSNPS140,295 shares · 0.9% of their software · price −$3.3M$65.9M−$3.9M
• Joint Stock Company Kaspi.kzKSPI621,339 shares · 0.7% of their software · price −$2.2M$48.5M−$12.9M
• WorkdayWDAY216,053 shares · 0.6% of their software · price −$5.6M$46.4MFlat
• AppLovinAPP67,187 shares · 0.6% of their software · price −$3.0M$45.3M+$3.6M
• FortinetFTNT466,440 shares · 0.5% of their software · price −$2.2M$37.0M−$1.2M
• CloudflareNET173,037 shares · 0.5% of their software · price −$3.0M$34.1MFlat
• SnowflakeSNOW151,986 shares · 0.5% of their software · price −$941K$33.3MFlat
• BroadridgeBR143,877 shares · 0.4% of their software · price −$2.2M$32.1M+$1.2M
• MongoDBMDB70,001 shares · 0.4% of their software · price +$7.7M$29.4MFlat
• Fiserv, Inc.FISV435,590 shares · 0.4% of their software · price −$26.9M$29.3MFlat
• Paychex, Inc.PAYX239,560 shares · 0.4% of their software · price −$3.5M$26.9M−$932K
• Block, Inc.XYZ399,551 shares · 0.4% of their software · price −$2.9M$26.0MFlat
• JFrogFROG398,349 shares · 0.3% of their software · price +$6.0M$24.9M−$10.0M
• VertexVERX1,221,776 shares · 0.3% of their software · price −$5.9M$24.4M−$5.6M
• NetApp, Inc.NTAP218,400 shares · 0.3% of their software · price −$2.5M$23.4M+$3.1M
• TrimbleTRMB296,793 shares · 0.3% of their software · price −$979K$23.3MFlat
• VeriskVRSK103,828 shares · 0.3% of their software · price −$2.9M$23.2M−$4.1M
• ZoomZM262,638 shares · 0.3% of their software · price +$995K$22.7MFlat
• DatadogDDOG166,057 shares · 0.3% of their software · price −$1.1M$22.6MFlat
• Q2QTWO297,014 shares · 0.3% of their software$21.4M−$1.2M
• Amdocs LimitedDOX263,287 shares · 0.3% of their software$21.2M+$2.5M
• Fair IsaacFICO12,356 shares · 0.3% of their software · price +$2.4M$20.9M−$868K
• CoStarCSGP310,072 shares · 0.3% of their software · price −$5.3M$20.8MFlat
• PTCPTC111,416 shares · 0.3% of their software · price −$3.2M$19.4MFlat
• VeevaVEEV86,098 shares · 0.3% of their software · price −$6.4M$19.2M+$1.4M
• AtlassianTEAM117,775 shares · 0.3% of their software$19.1MFlat
• WorkivaWK218,382 shares · 0.3% of their software$18.8M−$1.2M
• TwilioTWLO115,153 shares · 0.2% of their software · price +$4.9M$16.4MFlat
• HubSpotHUBS37,304 shares · 0.2% of their software · price −$2.5M$15.0M+$890K
• ZscalerZS64,846 shares · 0.2% of their software · price −$4.8M$14.6MFlat
• Roper Technologies, Inc.ROP31,686 shares · 0.2% of their software · price −$1.7M$14.1MFlat
• Corpay, Inc.CPAY42,665 shares · 0.2% of their software · price +$549K$12.8MFlat
• SS&CSSNC140,643 shares · 0.2% of their software$12.3MFlat
• Tyler TechnologiesTYL24,375 shares · 0.2% of their software · price −$1.7M$11.1M−$988K
• Gen DigitalGEN404,503 shares · 0.2% of their software$11.0M−$708K
• Check PointCHKP56,835 shares · 0.1% of their software · price −$1.2M$10.5MFlat
• OktaOKTA118,681 shares · 0.1% of their software · price −$621K$10.3MFlat
• F5, Inc.FFIV40,169 shares · 0.1% of their software · price −$2.7M$10.3M+$2.7M
• GoDaddyGDDY76,715 shares · 0.1% of their software · price −$978K$9.5M−$1.1M
• Donnelley Financial Solutions, Inc.DFIN191,663 shares · 0.1% of their software · price −$908K$8.9M−$7.1M
• DocuSignDOCU123,918 shares · 0.1% of their software$8.5M+$547K
• Strategy IncMSTR53,226 shares · 0.1% of their software · price −$9.1M$8.1MFlat
• FactSetFDS27,709 shares · 0.1% of their software$8.0M−$2.1M
• VeriSign, Inc.VRSN23,219 shares · 0.1% of their software · price −$850K$5.6MFlat
• The Trade DeskTTD103,331 shares · 0.1% of their software · price −$1.1M$3.9MFlat
• Manhattan AssociatesMANH20,537 shares · 0.0% of their software · price −$650K$3.6MFlat
• Grab Holdings LimitedGRAB479,019 shares · 0.0% of their software$2.4MFlat
• Full Truck Alliance Co. Ltd.YMM172,854 shares · 0.0% of their software$1.9MFlat
• AkamaiAKAM8,530 shares · 0.0% of their software$744KFlat
• StoneCo Ltd.STNE46,242 shares · 0.0% of their software$684KFlat
• WixWIX6,106 shares · 0.0% of their software$634KFlat
• PaycomPAYC3,104 shares · 0.0% of their software$495K−$1.5M