Barclays

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 2026304 names · $24.5B in calls, not in the total$21.5B−$1.3B
• Q1 2026278 names · $24.3B in calls, not in the total$21.6B−$722M
• Q4 2025272 names · $3.2B in calls, not in the total$29.1B+$2.2B
• Q3 2025271 names · $3.0B in calls, not in the total$33.8B+$2.1B
• Q2 2025254 names$31.0B+$707M
• Q1 2025254 names · $1.6B in calls, not in the total$24.3B+$2.4B
• Q4 2024249 names · $3.3B in calls, not in the total$24.4B−$3.2B
• Q3 2024249 names · $1.2B in calls, not in the total$26.9B+$1.4B
• Q2 2024240 names · $2.4B in calls, not in the total$25.7B−$2.0B
• Q1 2024236 names · $981M in calls, not in the total$27.0B+$1.6B
• Q4 2023227 names · $1.3B in calls, not in the total$23.3B+$1.9B
• Q3 2023221 names · $52.9M in calls, not in the total$17.8B+$1.2B
• Q2 2023218 names · $65.4M in calls, not in the total$17.4B+$3.4B
• Q1 2023210 names · $903M in calls, not in the total$11.6B−$3.0B
• Q4 2022205 names · $770M in calls, not in the total$12.8B+$4.0B
• Q3 2022205 names · $66.2M in calls, not in the total$8.5B+$379M
• Q2 2022210 names · $505M in calls, not in the total$9.6B+$2.7B
• Q1 2022203 names · $15.1M in calls, not in the total$11.1B−$2.8B
• Q4 2021124 names · $1.0B in calls, not in the total$15.8B+$482M
• Q3 2021131 names · $757M in calls, not in the total$14.3B+$2.2B
• Q2 2021132 names · $1.0B in calls, not in the total$11.6B+$1.4B
• Q1 2021130 names · $476M in calls, not in the total$9.5B+$2.3B
• Q4 2020128 names · $1.0B in calls, not in the total$7.2B−$12.3M
• Q3 2020129 names · $734M in calls, not in the total$6.6B+$338M
• Q2 2020129 names · $814M in calls, not in the total$5.7B+$227M
• Q1 2020122 names · $1.1B in calls, not in the total$4.2B−$1.4B
• Q4 2019126 names · $759M in calls, not in the total$5.9B+$571M
• Q3 2019128 names · $841M in calls, not in the total$4.8B−$313M
• Q2 2019130 names · $752M in calls, not in the total$5.2B+$809M
• Q1 2019121 names · $572M in calls, not in the total$4.0B+$3.6M
• Q4 2018110 names · $464M in calls, not in the total$3.3B+$346M
• Q3 2018115 names · $595M in calls, not in the total$3.5B+$505M
• Q2 2018110 names · $516M in calls, not in the total$2.6B−$842M
• Q1 2018106 names · $445M in calls, not in the total$3.2B+$799M
• Q4 2017101 names · $528M in calls, not in the total$2.3B+$816M
• Q3 201798 names · $445M in calls, not in the total$1.2B−$60.6M
• Q2 201792 names · $284M in calls, not in the total$1.2B−$534M
• Q1 201792 names · $254M in calls, not in the total$1.7B+$398M
• Q4 201689 names · $319M in calls, not in the total$1.2B+$232M
• Q3 201687 names · $326M in calls, not in the total$930M−$250M
• Q2 201678 names · $292M in calls, not in the total$1.1B—

What moved the book

The five software lines with the largest share change this quarter.

• FortinetFTNT+$69.7M$58.5M
• MicrosoftMSFT+$51.6M$502M
• SalesforceCRM+$42.9M$64.2M
• OracleORCL+$25.4M$125M
• Palo Alto NetworksPANW+$18.7M$21.5M

Software held

• MicrosoftMSFT8,077,502 shares · 42.8% of their software · price +$36.7M$502M+$51.6M
• OracleORCL3,257,771 shares · 10.7% of their software · price −$2.7M$125M+$25.4M
• SalesforceCRM937,681 shares · 5.5% of their software · price −$2.7M$64.2M+$42.9M
• FortinetFTNT1,941,721 shares · 5.0% of their software · price −$13.2M$58.5M+$69.7M
• IntuitINTU391,667 shares · 3.8% of their software · price +$1.8M$44.9M+$7.3M
• AdobeADBE394,784 shares · 3.5% of their software · price −$2.2M$40.6M+$12.9M
• Automatic Data Processing, Inc.ADP287,214 shares · 2.5% of their software · price +$4.2M$29.5M+$6.0M
• InterDigital, Inc.IDCC322,223 shares · 2.5% of their software · price +$3.9M$29.4M−$4.5M
• WorkdayWDAY396,501 shares · 2.2% of their software · price −$10.2M$26.2M+$6.1M
• Paychex, Inc.PAYX384,282 shares · 2.0% of their software · price +$1.2M$23.4M−$11.8M
• Palo Alto NetworksPANW172,217 shares · 1.8% of their software · price −$5.9M$21.5M+$18.7M
• Fiserv, Inc.FISV197,870 shares · 1.8% of their software · price +$1.3M$21.0M+$4.0M
• AutodeskADSK250,502 shares · 1.6% of their software$18.5MFlat
• F5, Inc.FFIV101,725 shares · 1.3% of their software · price +$2.0M$14.7M+$805K
• SynopsysSNPS234,759 shares · 1.2% of their software$13.8M+$530K
• NetApp, Inc.NTAP314,967 shares · 0.9% of their software$11.1M−$1.1M
• AkamaiAKAM140,042 shares · 0.8% of their software · price +$1.9M$9.3M−$5.4M
• VeriskVRSK107,116 shares · 0.7% of their software$8.7M+$3.6M
• Block, Inc.XYZ574,048 shares · 0.7% of their software · price +$1.1M$7.8M+$6.0M
• VeriSign, Inc.VRSN101,190 shares · 0.7% of their software$7.7M+$6.3M
• PTCPTC157,021 shares · 0.6% of their software$7.3M+$5.2M
• Roper Technologies, Inc.ROP32,262 shares · 0.5% of their software$5.9MFlat
• BlackBerry LimitedBB772,452 shares · 0.5% of their software · price −$842K$5.3M+$3.5M
• Amdocs LimitedDOX86,942 shares · 0.4% of their software$5.1M+$5.0M
• Strategy IncMSTR24,595 shares · 0.4% of their software · price +$737K$4.9M+$2.6M
• TeradataTDC178,068 shares · 0.4% of their software · price −$682K$4.8M−$7.2M
• Lesaka Technologies, Inc.LSAK393,267 shares · 0.4% of their software · price +$1.1M$4.5MFlat
• Check PointCHKP51,886 shares · 0.4% of their software$4.4M−$3.7M
• PaycomPAYC95,404 shares · 0.4% of their software$4.3M+$648K
• Euronet Worldwide, Inc.EEFT59,133 shares · 0.4% of their software · price −$556K$4.3M+$974K
• ServiceNowNOW48,692 shares · 0.3% of their software$3.6M+$1.6M
• BlackbaudBLKB53,878 shares · 0.3% of their software$3.4MFlat
• CadenceCDNS131,737 shares · 0.3% of their software$3.3M+$1.2M
• BroadridgeBR41,515 shares · 0.2% of their software$2.8MFlat
• QualysQLYS78,288 shares · 0.2% of their software · price −$512K$2.5M+$1.8M
• Xunlei LimitedXNET606,504 shares · 0.2% of their software · price −$928K$2.3MFlat
• OpenTextOTEX35,181 shares · 0.2% of their software$2.2MFlat
• TrimbleTRMB66,714 shares · 0.2% of their software$2.0MFlat
• SS&CSSNC66,585 shares · 0.2% of their software$1.9M+$1.7M
• Manhattan AssociatesMANH35,312 shares · 0.2% of their software$1.9M−$625K
• Sabre CorporationSABR70,565 shares · 0.2% of their software$1.8MFlat
• FactSetFDS8,845 shares · 0.1% of their software$1.4M−$2.5M
• GuidewireGWRE27,650 shares · 0.1% of their software$1.4M+$1.2M
• SAPSAP15,497 shares · 0.1% of their software$1.3M−$12.2M
• BoxBOX83,353 shares · 0.1% of their software$1.2MFlat
• TwilioTWLO39,651 shares · 0.1% of their software · price −$1.4M$1.1M+$2.1M
• Radware Ltd.RDWR74,182 shares · 0.1% of their software$1.1M+$532K
• ProgressPRGS26,757 shares · 0.1% of their software$855KFlat
• CoStarCSGP4,136 shares · 0.1% of their software$780KFlat
• A10 Networks, Inc.ATEN72,946 shares · 0.1% of their software$606K+$741K
• WEX Inc.WEX5,400 shares · 0.1% of their software$603KFlat
• Tyler TechnologiesTYL4,138 shares · 0.1% of their software$591K+$568K
• NutanixNTNX17,753 shares · 0.0% of their software$471KNew · +$657K
• HubSpotHUBS9,405 shares · 0.0% of their software$442KFlat
• MorningstarMORN5,767 shares · 0.0% of their software$424KFlat
• DescartesDSGX17,900 shares · 0.0% of their software$383KNew · Flat
• Q2QTWO12,588 shares · 0.0% of their software$363KFlat
• NetScout Systems, Inc.NTCT10,345 shares · 0.0% of their software$326KFlat
• WixWIX7,307 shares · 0.0% of their software$325KFlat
• PegasystemsPEGA8,260 shares · 0.0% of their software$297KFlat
• Calix, Inc.CALX36,737 shares · 0.0% of their software$283K−$700K
• Immersion CorporationIMMR26,187 shares · 0.0% of their software$278KFlat
• ePlus inc.PLUS2,414 shares · 0.0% of their software$278K−$1.1M
• Rapid7RPD21,880 shares · 0.0% of their software$267KFlat
• Upbound Group, Inc.UPBD21,873 shares · 0.0% of their software$245KFlat
• 8x8EGHT16,458 shares · 0.0% of their software$235K—
• Donnelley Financial Solutions, Inc.DFIN9,212 shares · 0.0% of their software$212KNew · Flat
• PaylocityPCTY5,850 shares · 0.0% of their software$176KFlat
• GoDaddyGDDY4,814 shares · 0.0% of their software$168KFlat
• VaronisVRNS4,839 shares · 0.0% of their software$129KFlat
• RingCentralRNG5,507 shares · 0.0% of their software$114KFlat
• Alarm.com Holdings, Inc.ALRM2,999 shares · 0.0% of their software$83KFlat
• Fair IsaacFICO675 shares · 0.0% of their software$81KFlat
• SPS CommerceSPSC1,123 shares · 0.0% of their software$79KFlat
• ACI WorldwideACIW4,076 shares · 0.0% of their software$75KFlat
• Mitek Systems, Inc.MITK12,042 shares · 0.0% of their software$74KFlat
• VeevaVEEV1,796 shares · 0.0% of their software$73K−$10.4M
• EVERTEC, Inc.EVTC3,369 shares · 0.0% of their software$60KFlat
• CommvaultCVLT1,121 shares · 0.0% of their software$57KFlat
• The Trade DeskTTD1,909 shares · 0.0% of their software$53KNew · Flat
• NICENICE258 shares · 0.0% of their software$18KFlat
• Five9FIVN630 shares · 0.0% of their software$9KFlat
• PDF Solutions, Inc.PDFS374 shares · 0.0% of their software$8KFlat
• BlackLineBL189 shares · 0.0% of their software$5KNew · Flat
• WorkivaWK386 shares · 0.0% of their software$5KFlat
• DHI Group, Inc.DHX640 shares · 0.0% of their software$4KFlat
• Agilysys, Inc.AGYS193 shares · 0.0% of their software$2KFlat
• ReposiTrak, Inc.TRAK173 shares · 0.0% of their software$2KFlat
• ShopifySHOP31 shares · 0.0% of their software$1KFlat