Generalist · London, United Kingdom
Barclays
Q4 2022 · compared with Q3 2022
Filed as Barclays PLC
- Software
- $12.8B
- Weight of 13F
- 11.1%
- Names
- 205
- Net bought
- +$4.0B
Filed 13 February 2023 · SEC filing.
Call exposure on these names is $770M across 50 lines. Calls are not in the stock total.
4,165 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
- MicrosoftMSFT26,553,834 shares · 49.8% of their software · price +$184M$6.4B+$2.4B
- AdobeADBE2,028,251 shares · 5.3% of their software · price +$124M$683M+$174M
- SalesforceCRM4,303,171 shares · 4.5% of their software · price −$48.4M$571M+$308M
- IntuitINTU1,303,668 shares · 4.0% of their software · price +$2.5M$507M+$157M
- ServiceNowNOW1,042,630 shares · 3.2% of their software · price +$11.1M$405M+$67.0M
- Palo Alto NetworksPANW2,838,445 shares · 3.1% of their software · price −$68.8M$396M+$115M
- ShopifySHOP11,006,413 shares · 3.0% of their software · price +$85.5M$382M+$240M
- Roper Technologies, Inc.ROP654,794 shares · 2.2% of their software · price +$47.4M$283M+$3.8M
- OracleORCL3,166,862 shares · 2.0% of their software · price +$65.5M$259M+$36.0M
- Automatic Data Processing, Inc.ADP1,063,930 shares · 2.0% of their software · price +$13.5M$254M+$68.3M
- BroadridgeBR1,546,966 shares · 1.6% of their software · price −$15.8M$207MFlat
- Fiserv, Inc.FISV1,679,907 shares · 1.3% of their software · price +$12.6M$170M+$51.7M
- CadenceCDNS782,626 shares · 1.0% of their software · price −$2.2M$126M+$20.4M
- AkamaiAKAM1,423,662 shares · 0.9% of their software · price +$5.7M$120M+$9.1M
- AutodeskADSK635,887 shares · 0.9% of their software$119M+$74.3M
- Paychex, Inc.PAYX980,391 shares · 0.9% of their software · price +$3.3M$113M+$52.9M
- SynopsysSNPS292,562 shares · 0.7% of their software · price +$4.0M$93.4M+$38.4M
- CrowdStrikeCRWD873,338 shares · 0.7% of their software · price −$52.0M$92.0M+$7.4M
- Uber Technologies, Inc.UBER3,567,013 shares · 0.7% of their software · price −$6.3M$88.2M−$48.7M
- Block, Inc.XYZ1,045,439 shares · 0.5% of their software · price +$8.2M$65.7M−$4.4M
- FortinetFTNT1,273,117 shares · 0.5% of their software$62.2M+$14.6M
- DatadogDDOG819,588 shares · 0.5% of their software · price −$12.5M$60.2M+$24.4M
- VeriskVRSK339,707 shares · 0.5% of their software · price +$2.0M$59.9M+$24.6M
- SnowflakeSNOW389,686 shares · 0.4% of their software · price −$10.3M$55.9M+$14.1M
- MongoDBMDB275,163 shares · 0.4% of their software$54.2M+$12.2M
- ZoomZM768,762 shares · 0.4% of their software · price −$4.5M$52.1M+$4.6M
- CoStarCSGP568,850 shares · 0.3% of their software · price +$4.3M$44.0M+$12.8M
- OktaOKTA632,378 shares · 0.3% of their software · price +$7.2M$43.2M−$27.2M
- ZscalerZS382,086 shares · 0.3% of their software · price −$20.0M$42.8M−$5.3M
- Check PointCHKP316,126 shares · 0.3% of their software · price +$4.5M$39.9M−$17.0M
- BlackLineBL580,857 shares · 0.3% of their software · price +$4.3M$39.1M+$3.5M
- DropboxDBX1,737,740 shares · 0.3% of their software · price +$2.9M$38.9M+$10.5M
- F5, Inc.FFIV248,969 shares · 0.3% of their software$35.7MFlat
- WorkdayWDAY212,035 shares · 0.3% of their software · price +$3.2M$35.5M+$11.9M
- Gen DigitalGEN1,543,178 shares · 0.3% of their software · price +$2.0M$33.1M−$4.5M
- NetApp, Inc.NTAP536,240 shares · 0.3% of their software · price −$960K$32.2M+$6.5M
- VeriSign, Inc.VRSN156,691 shares · 0.3% of their software · price +$5.0M$32.2M+$6.0M
- PalantirPLTR4,889,114 shares · 0.2% of their software · price −$8.4M$31.4M−$1.2M
- UnityU1,072,806 shares · 0.2% of their software · price −$3.5M$30.7M+$22.0M
- Rapid7RPD899,303 shares · 0.2% of their software · price −$8.0M$30.6MFlat
- FactSetFDS73,882 shares · 0.2% of their software$29.6M+$3.0M
- DocuSignDOCU510,078 shares · 0.2% of their software · price +$995K$28.3M−$5.3M
- SS&CSSNC539,837 shares · 0.2% of their software · price +$2.3M$28.1M+$12.7M
- The Trade DeskTTD556,148 shares · 0.2% of their software · price −$8.3M$24.9M+$3.4M
- PaycomPAYC77,724 shares · 0.2% of their software · price −$1.5M$24.1M+$6.6M
- PTCPTC195,192 shares · 0.2% of their software · price +$3.0M$23.4M+$3.4M
- HubSpotHUBS79,450 shares · 0.2% of their software · price +$1.5M$23.0M+$2.8M
- TrimbleTRMB439,252 shares · 0.2% of their software · price −$1.6M$22.2M+$5.1M
- RingCentralRNG618,703 shares · 0.2% of their software · price −$2.8M$21.9M−$697K
- VeevaVEEV128,916 shares · 0.2% of their software$20.8M+$5.1M
- Full Truck Alliance Co. Ltd.YMM2,580,314 shares · 0.2% of their software · price +$3.7M$20.6M+$11.2M
- Fair IsaacFICO33,136 shares · 0.2% of their software · price +$6.2M$19.8M+$2.6M
- Tyler TechnologiesTYL60,782 shares · 0.2% of their software · price −$1.5M$19.6M+$5.3M
- BILLBILL158,307 shares · 0.1% of their software · price −$3.7M$17.3M−$6.2M
- CloudflareNET379,124 shares · 0.1% of their software · price −$3.8M$17.1MFlat
- DynatraceDT444,098 shares · 0.1% of their software · price +$1.5M$17.0M−$1.1M
- TwilioTWLO306,782 shares · 0.1% of their software · price −$6.2M$15.0M+$8.3M
- GoDaddyGDDY185,206 shares · 0.1% of their software · price +$730K$13.9M+$4.7M
- WixWIX152,746 shares · 0.1% of their software$11.7M−$627K
- Bentley SystemsBSY312,415 shares · 0.1% of their software · price +$2.0M$11.5M+$1.3M
- ZoomInfoZI378,062 shares · 0.1% of their software$11.4M—
- TenableTENB274,822 shares · 0.1% of their software · price +$921K$10.5M−$1.4M
- AppLovinAPP954,733 shares · 0.1% of their software · price −$8.6M$10.1M+$13.8M
- PaylocityPCTY45,672 shares · 0.1% of their software · price −$2.2M$8.9M+$8.9M
- AtlassianTEAM66,892 shares · 0.1% of their software · price −$5.5M$8.6MNew · +$14.1M
- VaronisVRNS320,367 shares · 0.1% of their software · price −$827K$7.7MFlat
- NICENICE35,922 shares · 0.1% of their software$6.9M+$1.4M
- Amdocs LimitedDOX75,977 shares · 0.1% of their software · price +$870K$6.9M+$967K
- ProgressPRGS125,785 shares · 0.0% of their software · price +$994K$6.3MFlat
- Sabre CorporationSABR979,973 shares · 0.0% of their software · price +$1.0M$6.1MFlat
- Strategy IncMSTR40,203 shares · 0.0% of their software · price −$2.8M$5.7M+$2.3M
- TeradataTDC159,090 shares · 0.0% of their software$5.4M+$667K
- Adeia Inc.ADEA514,754 shares · 0.0% of their software · price +$1.7M$4.9MNew · +$3.2M
- Shift4 Payments, Inc.FOUR82,483 shares · 0.0% of their software · price +$934K$4.6M−$1.6M
- WEX Inc.WEX27,952 shares · 0.0% of their software · price +$1.0M$4.6M−$512K
- InterDigital, Inc.IDCC91,467 shares · 0.0% of their software · price +$829K$4.5M−$532K
- ACI WorldwideACIW186,882 shares · 0.0% of their software$4.3M+$627K
- BoxBOX120,117 shares · 0.0% of their software · price +$810K$3.7M−$788K
- StoneCo Ltd.STNE392,349 shares · 0.0% of their software$3.7M+$3.2M
- Lyft, Inc.LYFT320,068 shares · 0.0% of their software · price −$688K$3.5M−$5.3M
- ToastTOST184,134 shares · 0.0% of their software$3.3M+$1.7M
- Digital TurbineAPPS207,484 shares · 0.0% of their software$3.2MFlat
- Bandwidth Inc.BAND137,006 shares · 0.0% of their software · price +$1.5M$3.1M+$838K
- CURRENC Group Inc.CURR300,000 shares · 0.0% of their software$3.1MFlat
- Alight, Inc.ALIT355,575 shares · 0.0% of their software$3.0M−$2.0M
- GuidewireGWRE41,546 shares · 0.0% of their software$2.6M−$2.5M
- FastlyFSLY288,109 shares · 0.0% of their software$2.4MFlat
- SPS CommerceSPSC18,331 shares · 0.0% of their software$2.4M+$700K
- DoximityDOCS69,559 shares · 0.0% of their software$2.3MFlat
- WorkivaWK27,677 shares · 0.0% of their software$2.3MFlat
- Commerce.com, Inc.CMRC263,694 shares · 0.0% of their software · price −$1.6M$2.3M+$2.8M
- Upbound Group, Inc.UPBD100,464 shares · 0.0% of their software · price +$506K$2.3M+$981K
- MorningstarMORN10,401 shares · 0.0% of their software$2.3M−$1.1M
- QualysQLYS18,950 shares · 0.0% of their software · price −$515K$2.1MFlat
- PagerDutyPD78,387 shares · 0.0% of their software$2.1M−$601K
- Manhattan AssociatesMANH15,075 shares · 0.0% of their software$1.8M−$4.4M
- Telos CorporationTLS335,284 shares · 0.0% of their software · price −$1.3M$1.7MFlat
- A10 Networks, Inc.ATEN100,446 shares · 0.0% of their software$1.7MFlat
- Riskified Ltd.RSKD333,182 shares · 0.0% of their software$1.5M+$1.1M
- Yalla Group LimitedYALA437,039 shares · 0.0% of their software$1.5M+$535K
- Xperi Inc.XPER176,165 shares · 0.0% of their software · price −$3.1M$1.5MNew · +$4.6M
- ProcorePCOR31,727 shares · 0.0% of their software$1.5M−$1.3M
- UiPathPATH115,865 shares · 0.0% of their software$1.5M+$735K
- Calix, Inc.CALX20,362 shares · 0.0% of their software$1.4M+$760K
- Q2QTWO48,287 shares · 0.0% of their software$1.3MFlat
- Alarm.com Holdings, Inc.ALRM23,694 shares · 0.0% of their software$1.2M+$532K
- NutanixNTNX44,273 shares · 0.0% of their software$1.2MFlat
- LiveRamp Holdings, Inc.RAMP48,893 shares · 0.0% of their software$1.1MFlat
- nCinoNCNO40,965 shares · 0.0% of their software$1.1M+$1.2M
- NetScout Systems, Inc.NTCT33,309 shares · 0.0% of their software$1.1MFlat
- EVERTEC, Inc.EVTC32,787 shares · 0.0% of their software$1.1MFlat
- ePlus inc.PLUS23,271 shares · 0.0% of their software$1.0MFlat
- CommvaultCVLT15,564 shares · 0.0% of their software$977KFlat
- BlackBerry LimitedBB295,432 shares · 0.0% of their software$963K+$638K
- Grab Holdings LimitedGRAB298,813 shares · 0.0% of their software$962KFlat
- BlackbaudBLKB15,720 shares · 0.0% of their software$926KFlat
- ElasticESTC17,626 shares · 0.0% of their software$907K+$738K
- Tuya Inc.TUYA464,172 shares · 0.0% of their software$887KFlat
- SentinelOneS60,024 shares · 0.0% of their software · price −$658K$876K−$6.8M
- GitLabGTLB17,179 shares · 0.0% of their software$780K−$2.3M
- Agilysys, Inc.AGYS9,696 shares · 0.0% of their software$767KFlat
- Sprout SocialSPT13,514 shares · 0.0% of their software$762KFlat
- YextYEXT105,478 shares · 0.0% of their software$689KFlat
- Ooma, Inc.OOMA48,062 shares · 0.0% of their software$655KFlat
- NextNav Inc.NN217,982 shares · 0.0% of their software$639KFlat
- FlywireFLYW24,343 shares · 0.0% of their software$595K+$504K
- AsanaASAN43,052 shares · 0.0% of their software$593KFlat
- CourseraCOUR49,571 shares · 0.0% of their software$587KFlat
- DuolingoDUOL8,222 shares · 0.0% of their software$585KFlat
- PhreesiaPHR17,720 shares · 0.0% of their software$574KFlat
- AppFolioAPPF5,353 shares · 0.0% of their software$565KFlat
- Euronet Worldwide, Inc.EEFT5,972 shares · 0.0% of their software$564KFlat
- Payoneer Global Inc.PAYO102,163 shares · 0.0% of their software$559KFlat
- DigitalOceanDOCN21,865 shares · 0.0% of their software$557KFlat
- Five9FIVN8,035 shares · 0.0% of their software$545KFlat
- Thryv Holdings, Inc.THRY27,603 shares · 0.0% of their software$524KFlat
- Paysafe LimitedPSFE37,043 shares · 0.0% of their software$515KNew · Flat
- SchrödingerSDGR26,933 shares · 0.0% of their software$504KFlat
- Clear Secure, Inc.YOU18,254 shares · 0.0% of their software$501KFlat
- Consensus Cloud Solutions, Inc.CCSI8,859 shares · 0.0% of their software$476KFlat
- Donnelley Financial Solutions, Inc.DFIN12,189 shares · 0.0% of their software$471KFlat
- C3.aiAI40,741 shares · 0.0% of their software$456KFlat
- AppianAPPN13,868 shares · 0.0% of their software$451KFlat
- Agora, Inc.API109,499 shares · 0.0% of their software$428KFlat
- PDF Solutions, Inc.PDFS14,427 shares · 0.0% of their software$412KFlat
- Cerence Inc.CRNC20,825 shares · 0.0% of their software$386KFlat
- MagniteMGNI35,538 shares · 0.0% of their software$377KFlat
- Remitly Global, Inc.RELY30,083 shares · 0.0% of their software$345K−$593K
- Karooooo Ltd.KARO14,320 shares · 0.0% of their software$333KFlat
- 8x8EGHT74,134 shares · 0.0% of their software$320K—
- Radware Ltd.RDWR15,768 shares · 0.0% of their software$311KFlat
- OpenTextOTEX9,828 shares · 0.0% of their software$292K−$897K
- Repay Holdings CorporationRPAY33,907 shares · 0.0% of their software$274KFlat
- CertaraCERT16,762 shares · 0.0% of their software$269KFlat
- DomoDOMO18,825 shares · 0.0% of their software$268K—
- Zeta GlobalZETA30,416 shares · 0.0% of their software$249KFlat
- N-ableNABL23,019 shares · 0.0% of their software$237KFlat
- International Money Express, Inc.IMXI8,413 shares · 0.0% of their software$205K−$522K
- OneSpan Inc.OSPN18,233 shares · 0.0% of their software$204KFlat
- AmplitudeAMPL15,505 shares · 0.0% of their software$187KFlat
- PAR Technology CorporationPAR7,119 shares · 0.0% of their software$186KFlat
- DescartesDSGX2,658 shares · 0.0% of their software$185KFlat
- Health CatalystHCAT16,470 shares · 0.0% of their software$176KFlat
- Clearwater AnalyticsCWAN9,343 shares · 0.0% of their software$175K—
- eGain CorporationEGAN19,136 shares · 0.0% of their software$172KFlat
- DHI Group, Inc.DHX29,612 shares · 0.0% of their software$156KFlat
- PubMaticPUBM11,596 shares · 0.0% of their software$148KFlat
- AvePointAVPT35,112 shares · 0.0% of their software$145KFlat
- i3 Verticals, Inc.IIIV5,916 shares · 0.0% of their software$144KFlat
- AlkamiALKT9,738 shares · 0.0% of their software$142KFlat
- Intapp, Inc.INTA5,579 shares · 0.0% of their software$139KFlat
- Mitek Systems, Inc.MITK12,835 shares · 0.0% of their software$125KFlat
- PegasystemsPEGA3,336 shares · 0.0% of their software$114KFlat
- monday.comMNDY876 shares · 0.0% of their software$107K−$589K
- LightspeedLSPD6,606 shares · 0.0% of their software$95K−$566K
- Tucows Inc.TCX2,661 shares · 0.0% of their software$91KFlat
- Rackspace Technology, Inc.RXT29,996 shares · 0.0% of their software$89K−$503K
- DoubleVerifyDV4,002 shares · 0.0% of their software$88KFlat
- CCC Intelligent Solutions Holdings Inc.CCC9,982 shares · 0.0% of their software$87KFlat
- EverCommerceEVCM11,730 shares · 0.0% of their software$87KFlat
- BackblazeBLZE13,982 shares · 0.0% of their software$86KFlat
- DLocal LimitedDLO5,410 shares · 0.0% of their software$85KFlat
- Ribbon Communications Inc.RBBN30,417 shares · 0.0% of their software$85KFlat
- Daily Journal CorporationDJCO326 shares · 0.0% of their software$81KFlat
- SoundThinking, Inc.SSTI2,399 shares · 0.0% of their software$81KFlat
- SmartRent, Inc.SMRT32,558 shares · 0.0% of their software$79KFlat
- Blend Labs, Inc.BLND50,830 shares · 0.0% of their software$73KFlat
- Red Violet, Inc.RDVT2,613 shares · 0.0% of their software$60KFlat
- Kaltura, Inc.KLTR31,367 shares · 0.0% of their software$54KFlat
- SemrushSEMR6,693 shares · 0.0% of their software$54K—
- Rimini Street, Inc.RMNI13,252 shares · 0.0% of their software$51KFlat
- Veritone, Inc.VERI8,400 shares · 0.0% of their software$45KFlat
- CS Disco, Inc.LAW6,054 shares · 0.0% of their software$38KFlat
- Nerdy Inc.NRDY14,989 shares · 0.0% of their software$34KFlat
- FreshworksFRSH1,993 shares · 0.0% of their software$29KFlat
- Priority Technology Holdings, Inc.PRTH4,759 shares · 0.0% of their software$25KFlat
- VertexVERX1,670 shares · 0.0% of their software$24KFlat
- Definitive HealthcareDH1,949 shares · 0.0% of their software$21KFlat
- Viant Technology Inc.DSP5,317 shares · 0.0% of their software$21KFlat
- Materialise NVMTLS2,479 shares · 0.0% of their software$21KFlat
- SAPSAP81 shares · 0.0% of their software$8KFlat
- Endava plcDAVA75 shares · 0.0% of their software$6KFlat
- Nayax Ltd.NYAX152 shares · 0.0% of their software$3KNew · Flat
- PagSeguro Digital Ltd.PAGS446 shares · 0.0% of their software$3K−$1.5M
- PaymentusPAY217 shares · 0.0% of their software$2KNew · Flat