Generalist · London, United Kingdom
Barclays
Q1 2020 · compared with Q4 2019
Filed as Barclays PLC
- Software
- $4.2B
- Weight of 13F
- 6.9%
- Names
- 122
- Net bought
- −$1.4B
Filed 13 May 2020 · SEC filing.
Call exposure on these names is $1.1B across 61 lines. Calls are not in the stock total.
3,536 positions in the whole 13F.
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.
Software held
- MicrosoftMSFT11,472,376 shares · 43.5% of their software$1.8B−$705M
- AdobeADBE817,644 shares · 6.2% of their software · price −$9.5M$260M−$135M
- SalesforceCRM1,297,496 shares · 4.5% of their software · price −$24.2M$187M−$29.7M
- OracleORCL3,505,100 shares · 4.1% of their software · price −$16.3M$169M−$111M
- IntuitINTU658,962 shares · 3.6% of their software · price −$21.0M$152M−$48.0M
- ServiceNowNOW486,859 shares · 3.4% of their software · price +$2.1M$140M−$81.9M
- Roper Technologies, Inc.ROP338,240 shares · 2.5% of their software · price −$14.3M$105M−$17.5M
- Block, Inc.XYZ1,937,929 shares · 2.4% of their software · price −$19.7M$102M+$15.1M
- AkamaiAKAM948,775 shares · 2.1% of their software · price +$4.8M$86.8M−$20.2M
- BroadridgeBR796,890 shares · 1.8% of their software · price −$22.9M$75.6M−$5.0M
- Automatic Data Processing, Inc.ADP481,052 shares · 1.6% of their software · price −$16.3M$65.7M−$76.6M
- CadenceCDNS901,367 shares · 1.4% of their software · price −$3.0M$59.5M−$19.8M
- FortinetFTNT582,081 shares · 1.4% of their software · price −$3.3M$58.9M+$27.1M
- AutodeskADSK371,878 shares · 1.4% of their software · price −$10.2M$58.0M−$33.9M
- Fiserv, Inc.FISV544,468 shares · 1.2% of their software · price −$11.2M$51.7M−$72.4M
- Paychex, Inc.PAYX783,676 shares · 1.2% of their software · price −$17.4M$49.3M−$35.5M
- Check PointCHKP489,601 shares · 1.2% of their software · price −$5.1M$49.2M−$29.2M
- Palo Alto NetworksPANW288,295 shares · 1.1% of their software · price −$19.4M$47.3M−$16.3M
- 8x8EGHT2,921,476 shares · 1.0% of their software$40.5M—
- MongoDBMDB272,091 shares · 0.9% of their software · price +$1.3M$37.2M+$27.2M
- OktaOKTA263,612 shares · 0.8% of their software · price +$1.8M$32.2M+$2.4M
- Uber Technologies, Inc.UBER1,011,616 shares · 0.7% of their software · price −$1.8M$28.2M+$1.4M
- VeriSign, Inc.VRSN150,149 shares · 0.6% of their software · price −$1.9M$27.0M−$26.0M
- SynopsysSNPS179,399 shares · 0.6% of their software · price −$1.9M$23.1M−$24.2M
- TwilioTWLO248,102 shares · 0.5% of their software · price −$2.2M$22.2M+$7.9M
- F5, Inc.FFIV208,176 shares · 0.5% of their software · price −$6.9M$22.2M−$8.2M
- ShopifySHOP52,548 shares · 0.5% of their software · price +$1.0M$21.9M+$16.3M
- NetApp, Inc.NTAP485,271 shares · 0.5% of their software · price −$10.0M$20.2M−$8.5M
- WorkdayWDAY153,084 shares · 0.5% of their software · price −$5.2M$19.9M+$1.2M
- Rapid7RPD444,896 shares · 0.5% of their software · price −$5.6M$19.3M+$3.7M
- RingCentralRNG83,323 shares · 0.4% of their software · price +$3.6M$17.7M+$9.8M
- WixWIX153,941 shares · 0.4% of their software · price −$3.3M$15.5M+$3.3M
- ZoomZM102,412 shares · 0.4% of their software · price +$8.0M$15.0M+$6.9M
- VeriskVRSK107,046 shares · 0.4% of their software · price −$1.1M$14.9M−$20.2M
- CrowdStrikeCRWD261,284 shares · 0.3% of their software · price +$1.5M$14.5M+$4.5M
- BlackLineBL263,927 shares · 0.3% of their software$13.9M−$1.3M
- Lyft, Inc.LYFT508,821 shares · 0.3% of their software · price −$8.2M$13.7M+$11.7M
- NICENICE93,867 shares · 0.3% of their software · price −$1.1M$13.5M+$4.9M
- ElasticESTC236,393 shares · 0.3% of their software · price −$2.0M$13.2M+$15.2M
- PaycomPAYC64,462 shares · 0.3% of their software · price −$4.0M$13.0M+$12.3M
- ZscalerZS189,830 shares · 0.3% of their software · price +$2.7M$11.6M+$3.3M
- GuidewireGWRE136,669 shares · 0.3% of their software · price −$4.2M$10.8M+$3.1M
- DocuSignDOCU98,622 shares · 0.2% of their software · price +$1.8M$9.1M+$4.8M
- Tyler TechnologiesTYL29,387 shares · 0.2% of their software$8.7M−$15.1M
- VeevaVEEV53,925 shares · 0.2% of their software · price +$847K$8.4M−$5.0M
- CoStarCSGP13,234 shares · 0.2% of their software$7.8M−$6.6M
- DropboxDBX415,573 shares · 0.2% of their software$7.5M+$2.0M
- The Trade DeskTTD37,918 shares · 0.2% of their software · price −$2.5M$7.3M−$3.5M
- QualysQLYS78,128 shares · 0.2% of their software$6.8M+$1.8M
- GoDaddyGDDY100,558 shares · 0.1% of their software · price −$1.1M$5.7M−$7.1M
- FactSetFDS21,083 shares · 0.1% of their software$5.5M−$2.9M
- HubSpotHUBS33,918 shares · 0.1% of their software · price −$858K$4.5M+$3.5M
- TrimbleTRMB129,281 shares · 0.1% of their software · price −$1.3M$4.1M+$816K
- TeradataTDC186,266 shares · 0.1% of their software · price −$1.2M$3.8M+$1.6M
- InterDigital, Inc.IDCC80,490 shares · 0.1% of their software · price −$794K$3.6M−$3.0M
- Five9FIVN45,900 shares · 0.1% of their software$3.5M−$1.3M
- PagSeguro Digital Ltd.PAGS181,294 shares · 0.1% of their software · price −$2.7M$3.5M+$5.3M
- NetScout Systems, Inc.NTCT145,751 shares · 0.1% of their software$3.5M−$674K
- SS&CSSNC77,369 shares · 0.1% of their software · price −$1.4M$3.4M−$3.9M
- NutanixNTNX202,280 shares · 0.1% of their software · price −$3.1M$3.2M−$5.7M
- AppFolioAPPF27,289 shares · 0.1% of their software$3.0M+$603K
- WEX Inc.WEX27,977 shares · 0.1% of their software · price −$2.9M$2.9M−$2.7M
- Fair IsaacFICO8,727 shares · 0.1% of their software · price −$585K$2.7M−$2.7M
- BlackbaudBLKB47,816 shares · 0.1% of their software · price −$1.1M$2.7M−$781K
- PTCPTC43,290 shares · 0.1% of their software · price −$592K$2.6M−$824K
- Q2QTWO42,052 shares · 0.1% of their software · price −$926K$2.5M−$3.4M
- SAPSAP22,296 shares · 0.1% of their software · price −$524K$2.5M+$2.2M
- CommvaultCVLT55,138 shares · 0.1% of their software$2.2M−$2.0M
- Manhattan AssociatesMANH43,878 shares · 0.1% of their software · price −$1.3M$2.2M−$887K
- SPS CommerceSPSC46,249 shares · 0.1% of their software$2.2M−$1.3M
- Xunlei LimitedXNET594,400 shares · 0.0% of their software · price −$951K$2.0M+$2.8M
- StoneCo Ltd.STNE89,171 shares · 0.0% of their software · price −$1.6M$1.9M+$2.7M
- ePlus inc.PLUS30,801 shares · 0.0% of their software · price −$667K$1.9M−$620K
- Bandwidth Inc.BAND26,620 shares · 0.0% of their software$1.8M+$676K
- AppianAPPN41,513 shares · 0.0% of their software$1.7M−$919K
- Alarm.com Holdings, Inc.ALRM35,800 shares · 0.0% of their software$1.4M−$2.8M
- Euronet Worldwide, Inc.EEFT16,190 shares · 0.0% of their software · price −$1.2M$1.4M+$1.1M
- Strategy IncMSTR11,673 shares · 0.0% of their software$1.4M−$664K
- VaronisVRNS19,836 shares · 0.0% of their software$1.3M−$3.7M
- ProgressPRGS37,250 shares · 0.0% of their software$1.2M−$2.4M
- EVERTEC, Inc.EVTC49,721 shares · 0.0% of their software · price −$562K$1.1M−$2.7M
- LiveRamp Holdings, Inc.RAMP33,726 shares · 0.0% of their software · price −$511K$1.1M−$2.3M
- Upbound Group, Inc.UPBD74,819 shares · 0.0% of their software · price −$1.1M$1.1M−$2.3M
- PagerDutyPD59,430 shares · 0.0% of their software$1.0MFlat
- BoxBOX71,032 shares · 0.0% of their software$998K−$1.8M
- ACI WorldwideACIW40,589 shares · 0.0% of their software · price −$558K$980K−$14.3M
- YextYEXT90,090 shares · 0.0% of their software$919KFlat
- Amdocs LimitedDOX16,108 shares · 0.0% of their software$885K−$2.4M
- Sabre CorporationSABR145,205 shares · 0.0% of their software · price −$2.4M$862KFlat
- PaylocityPCTY8,008 shares · 0.0% of their software$707KFlat
- WorkivaWK21,081 shares · 0.0% of their software$682K−$1.1M
- BlackBerry LimitedBB136,197 shares · 0.0% of their software$563K−$978K
- Radware Ltd.RDWR24,422 shares · 0.0% of their software$515KFlat
- i3 Verticals, Inc.IIIV23,753 shares · 0.0% of their software$454KFlat
- Tucows Inc.TCX9,295 shares · 0.0% of their software$448KFlat
- TenableTENB14,575 shares · 0.0% of their software$319K−$553K
- Donnelley Financial Solutions, Inc.DFIN60,323 shares · 0.0% of their software$318KFlat
- Agilysys, Inc.AGYS16,995 shares · 0.0% of their software$284K−$653K
- PDF Solutions, Inc.PDFS23,271 shares · 0.0% of their software$273KFlat
- SoundThinking, Inc.SSTI8,616 shares · 0.0% of their software$237KFlat
- PegasystemsPEGA2,599 shares · 0.0% of their software$185KFlat
- OpenTextOTEX4,068 shares · 0.0% of their software$142K−$2.9M
- Simulations PlusSLP3,965 shares · 0.0% of their software$139KFlat
- Paysign, Inc.PAYS24,398 shares · 0.0% of their software$127KFlat
- Digital TurbineAPPS28,146 shares · 0.0% of their software$122KFlat
- PAR Technology CorporationPAR9,137 shares · 0.0% of their software$117KFlat
- Calix, Inc.CALX15,579 shares · 0.0% of their software$111KFlat
- Daily Journal CorporationDJCO464 shares · 0.0% of their software$106KFlat
- Ribbon Communications Inc.RBBN33,960 shares · 0.0% of their software$103KFlat
- A10 Networks, Inc.ATEN16,528 shares · 0.0% of their software$102KFlat
- Mitek Systems, Inc.MITK12,709 shares · 0.0% of their software$100KFlat
- Ooma, Inc.OOMA6,787 shares · 0.0% of their software$81KFlat
- Immersion CorporationIMMR12,329 shares · 0.0% of their software$67KFlat
- DomoDOMO5,940 shares · 0.0% of their software$59K—
- International Money Express, Inc.IMXI5,989 shares · 0.0% of their software$55KFlat
- eGain CorporationEGAN6,819 shares · 0.0% of their software$50KFlat
- MorningstarMORN400 shares · 0.0% of their software$46K−$672K
- DHI Group, Inc.DHX16,656 shares · 0.0% of their software$35KFlat
- FastlyFSLY1,583 shares · 0.0% of their software$30K−$875K
- Rimini Street, Inc.RMNI6,711 shares · 0.0% of their software$28KFlat
- Bridgeline Digital, Inc.BLIN6,688 shares · 0.0% of their software$4KFlat
- Priority Technology Holdings, Inc.PRTH2,173 shares · 0.0% of their software$4KFlat