Generalist · London, United Kingdom
Barclays
Q1 2023 · compared with Q4 2022
Filed as Barclays PLC
- Software
- $11.6B
- Weight of 13F
- 12.1%
- Names
- 210
- Net bought
- −$3.0B
Filed 4 May 2023 · SEC filing.
Call exposure on these names is $903M across 51 lines. Calls are not in the stock total.
4,098 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
- MicrosoftMSFT19,434,024 shares · 48.2% of their software · price +$942M$5.6B−$1.7B
- AdobeADBE1,653,973 shares · 5.5% of their software · price +$80.8M$637M−$126M
- IntuitINTU1,025,781 shares · 3.9% of their software · price +$58.1M$457M−$108M
- Palo Alto NetworksPANW2,013,746 shares · 3.5% of their software · price +$121M$402M−$115M
- ServiceNowNOW816,190 shares · 3.3% of their software · price +$62.4M$379M−$87.9M
- ShopifySHOP7,588,110 shares · 3.1% of their software · price +$100M$364M−$119M
- SalesforceCRM1,747,228 shares · 3.0% of their software · price +$117M$349M−$339M
- Roper Technologies, Inc.ROP530,328 shares · 2.0% of their software · price +$4.6M$234M−$53.8M
- OracleORCL2,392,710 shares · 1.9% of their software · price +$26.8M$222M−$63.3M
- Automatic Data Processing, Inc.ADP974,717 shares · 1.9% of their software · price −$15.8M$217M−$21.3M
- BroadridgeBR1,464,475 shares · 1.8% of their software · price +$18.2M$215M−$11.1M
- Fiserv, Inc.FISV1,559,542 shares · 1.5% of their software · price +$18.7M$176M−$12.2M
- CadenceCDNS751,350 shares · 1.4% of their software · price +$37.2M$158M−$5.0M
- FortinetFTNT2,358,343 shares · 1.3% of their software · price +$41.4M$157M+$53.1M
- AkamaiAKAM1,397,138 shares · 0.9% of their software · price −$8.4M$109M−$2.2M
- SynopsysSNPS275,866 shares · 0.9% of their software · price +$18.5M$107M−$5.3M
- CrowdStrikeCRWD748,167 shares · 0.9% of their software · price +$23.9M$103M−$13.2M
- AutodeskADSK477,395 shares · 0.9% of their software · price +$10.2M$99.4M−$29.6M
- Paychex, Inc.PAYX602,926 shares · 0.6% of their software · price −$585K$69.1M−$43.6M
- Rapid7RPD1,431,637 shares · 0.6% of their software · price +$17.1M$65.7M+$18.1M
- Block, Inc.XYZ933,835 shares · 0.6% of their software · price +$5.4M$64.1M−$7.0M
- VeriskVRSK330,870 shares · 0.5% of their software · price +$5.1M$63.5M−$1.6M
- WorkdayWDAY305,043 shares · 0.5% of their software · price +$12.0M$63.0M+$15.6M
- Uber Technologies, Inc.UBER1,802,578 shares · 0.5% of their software · price +$12.6M$57.1M−$43.6M
- DatadogDDOG658,814 shares · 0.4% of their software · price −$553K$47.9M−$11.8M
- AtlassianTEAM249,544 shares · 0.4% of their software · price +$10.6M$42.7M+$23.5M
- ZscalerZS362,844 shares · 0.4% of their software · price +$1.8M$42.4M−$2.2M
- DynatraceDT991,434 shares · 0.4% of their software · price +$4.0M$41.9M+$21.0M
- BlackLineBL603,552 shares · 0.3% of their software$40.5M+$1.5M
- Check PointCHKP309,273 shares · 0.3% of their software · price +$1.2M$40.2M−$865K
- VeriSign, Inc.VRSN183,335 shares · 0.3% of their software · price +$1.1M$38.7M+$5.5M
- MongoDBMDB165,762 shares · 0.3% of their software · price +$6.0M$38.6M−$21.5M
- OktaOKTA429,303 shares · 0.3% of their software · price +$7.7M$37.0M−$13.9M
- NetApp, Inc.NTAP576,598 shares · 0.3% of their software · price +$2.2M$36.8M+$2.4M
- FactSetFDS81,778 shares · 0.3% of their software · price +$1.1M$33.9M+$3.2M
- Gen DigitalGEN1,915,305 shares · 0.3% of their software · price −$8.2M$32.9M+$8.0M
- SnowflakeSNOW209,700 shares · 0.3% of their software · price +$2.3M$32.4M−$25.8M
- HubSpotHUBS75,401 shares · 0.3% of their software · price +$10.5M$32.3M−$1.2M
- ZoomZM436,286 shares · 0.3% of their software · price +$2.7M$32.2M−$22.5M
- F5, Inc.FFIV219,734 shares · 0.3% of their software$32.0M−$4.2M
- CoStarCSGP434,252 shares · 0.3% of their software · price −$3.7M$29.9M−$10.4M
- VeevaVEEV152,170 shares · 0.2% of their software · price +$3.4M$28.0M+$3.8M
- RingCentralRNG887,299 shares · 0.2% of their software · price −$4.2M$27.2M+$9.5M
- PTCPTC211,944 shares · 0.2% of their software · price +$1.7M$27.2M+$2.0M
- PaycomPAYC87,298 shares · 0.2% of their software · price −$550K$26.5M+$3.0M
- DropboxDBX1,221,205 shares · 0.2% of their software · price −$928K$26.4M−$11.6M
- PalantirPLTR2,825,311 shares · 0.2% of their software · price +$5.7M$23.9M−$13.2M
- Fair IsaacFICO32,158 shares · 0.2% of their software · price +$3.3M$22.6M−$585K
- TenableTENB472,684 shares · 0.2% of their software · price +$4.4M$22.5M+$7.5M
- UnityU674,502 shares · 0.2% of their software · price +$2.6M$21.9M−$11.4M
- The Trade DeskTTD351,924 shares · 0.2% of their software · price +$5.7M$21.4M−$9.2M
- TrimbleTRMB392,884 shares · 0.2% of their software · price +$731K$20.6M−$2.3M
- Tyler TechnologiesTYL52,281 shares · 0.2% of their software · price +$1.7M$18.5M−$2.7M
- SS&CSSNC297,637 shares · 0.1% of their software · price +$1.3M$16.8M−$12.6M
- CloudflareNET234,071 shares · 0.1% of their software · price +$3.9M$14.4M−$6.6M
- DocuSignDOCU239,504 shares · 0.1% of their software · price +$690K$14.0M−$15.0M
- TwilioTWLO208,650 shares · 0.1% of their software · price +$3.7M$13.9M−$4.8M
- WixWIX136,155 shares · 0.1% of their software · price +$3.1M$13.6M−$1.3M
- BILLBILL160,368 shares · 0.1% of their software · price −$4.5M$13.0MFlat
- Bentley SystemsBSY292,425 shares · 0.1% of their software · price +$1.8M$12.6M−$739K
- VaronisVRNS362,431 shares · 0.1% of their software · price +$750K$9.4M+$1.0M
- PaylocityPCTY43,672 shares · 0.1% of their software$8.7MFlat
- SentinelOneS524,683 shares · 0.1% of their software · price +$929K$8.6M+$6.8M
- Manhattan AssociatesMANH48,790 shares · 0.1% of their software · price +$1.6M$7.6M+$4.1M
- GoDaddyGDDY94,722 shares · 0.1% of their software$7.4M−$6.8M
- Amdocs LimitedDOX76,206 shares · 0.1% of their software$7.3MFlat
- ProgressPRGS122,516 shares · 0.1% of their software · price +$858K$7.0MFlat
- UiPathPATH366,837 shares · 0.1% of their software · price +$1.8M$6.4M+$3.2M
- QualysQLYS45,934 shares · 0.1% of their software · price +$817K$6.0M+$3.0M
- ACI WorldwideACIW204,136 shares · 0.0% of their software · price +$812K$5.5MFlat
- ZoomInfoZI218,024 shares · 0.0% of their software$5.4M—
- SPS CommerceSPSC34,647 shares · 0.0% of their software · price +$827K$5.3M+$2.1M
- TeradataTDC126,647 shares · 0.0% of their software · price +$838K$5.1M−$1.1M
- BoxBOX184,268 shares · 0.0% of their software · price −$800K$4.9M+$2.0M
- PagerDutyPD137,764 shares · 0.0% of their software · price +$1.2M$4.8M+$1.6M
- NICENICE21,022 shares · 0.0% of their software · price +$769K$4.8M−$2.9M
- DuolingoDUOL31,161 shares · 0.0% of their software · price +$2.2M$4.4M+$1.6M
- Alight, Inc.ALIT458,084 shares · 0.0% of their software$4.2M+$857K
- Sabre CorporationSABR978,209 shares · 0.0% of their software · price −$1.8M$4.2MFlat
- Strategy IncMSTR13,558 shares · 0.0% of their software · price +$2.0M$4.0M−$3.8M
- WorkivaWK37,992 shares · 0.0% of their software · price +$701K$3.9M+$866K
- Five9FIVN51,084 shares · 0.0% of their software$3.7M+$2.9M
- Yalla Group LimitedYALA862,114 shares · 0.0% of their software$3.4M+$1.5M
- Shift4 Payments, Inc.FOUR43,887 shares · 0.0% of their software · price +$872K$3.3M−$2.2M
- InterDigital, Inc.IDCC42,853 shares · 0.0% of their software · price +$1.0M$3.1M−$2.4M
- Full Truck Alliance Co. Ltd.YMM398,168 shares · 0.0% of their software$3.0M−$17.5M
- FlywireFLYW98,787 shares · 0.0% of their software$2.9M+$1.8M
- ToastTOST152,878 shares · 0.0% of their software$2.7M−$564K
- GuidewireGWRE32,789 shares · 0.0% of their software · price +$639K$2.7M−$548K
- ProcorePCOR42,938 shares · 0.0% of their software · price +$663K$2.7M+$529K
- Upbound Group, Inc.UPBD102,449 shares · 0.0% of their software$2.5MFlat
- Q2QTWO94,197 shares · 0.0% of their software$2.3M+$1.2M
- Lyft, Inc.LYFT248,468 shares · 0.0% of their software$2.3M−$789K
- MorningstarMORN10,204 shares · 0.0% of their software$2.1MFlat
- Calix, Inc.CALX37,432 shares · 0.0% of their software · price −$555K$2.0M+$1.2M
- A10 Networks, Inc.ATEN129,045 shares · 0.0% of their software$2.0MFlat
- WEX Inc.WEX10,775 shares · 0.0% of their software$2.0M−$2.8M
- BlackbaudBLKB28,571 shares · 0.0% of their software$2.0M+$756K
- FastlyFSLY109,861 shares · 0.0% of their software · price +$1.1M$2.0MSplit
- C3.aiAI56,223 shares · 0.0% of their software · price +$1.3M$1.9MFlat
- StoneCo Ltd.STNE195,677 shares · 0.0% of their software$1.9M−$1.9M
- DigitalOceanDOCN46,253 shares · 0.0% of their software · price +$634K$1.8M+$621K
- ElasticESTC29,121 shares · 0.0% of their software$1.7M+$592K
- Bandwidth Inc.BAND109,415 shares · 0.0% of their software · price −$848K$1.7M−$633K
- Sprout SocialSPT26,540 shares · 0.0% of their software$1.6M+$735K
- CommvaultCVLT28,208 shares · 0.0% of their software$1.6M+$795K
- DoximityDOCS44,896 shares · 0.0% of their software$1.5M−$828K
- CCC Intelligent Solutions Holdings Inc.CCC156,787 shares · 0.0% of their software$1.4M+$1.3M
- Alarm.com Holdings, Inc.ALRM26,558 shares · 0.0% of their software$1.3MFlat
- AppFolioAPPF10,042 shares · 0.0% of their software$1.2MFlat
- NetScout Systems, Inc.NTCT42,018 shares · 0.0% of their software$1.2MFlat
- ePlus inc.PLUS23,879 shares · 0.0% of their software$1.2MFlat
- LiveRamp Holdings, Inc.RAMP52,963 shares · 0.0% of their software$1.2MFlat
- Clear Secure, Inc.YOU43,629 shares · 0.0% of their software$1.1M+$696K
- Adeia Inc.ADEA119,994 shares · 0.0% of their software$1.1M−$3.7M
- EVERTEC, Inc.EVTC31,036 shares · 0.0% of their software$1.0MFlat
- SchrödingerSDGR39,748 shares · 0.0% of their software$1.0MFlat
- BlackBerry LimitedBB204,766 shares · 0.0% of their software$934KFlat
- AsanaASAN43,738 shares · 0.0% of their software$924KFlat
- AppianAPPN20,429 shares · 0.0% of their software$907KFlat
- CertaraCERT37,037 shares · 0.0% of their software$892KFlat
- Telos CorporationTLS348,002 shares · 0.0% of their software · price −$891K$880KFlat
- Tuya Inc.TUYA464,172 shares · 0.0% of their software$877KFlat
- Remitly Global, Inc.RELY50,720 shares · 0.0% of their software$859KFlat
- Agilysys, Inc.AGYS10,071 shares · 0.0% of their software$831KFlat
- Grab Holdings LimitedGRAB272,976 shares · 0.0% of their software$823KFlat
- PhreesiaPHR25,234 shares · 0.0% of their software$814KFlat
- OpenTextOTEX20,882 shares · 0.0% of their software$805KFlat
- Euronet Worldwide, Inc.EEFT7,169 shares · 0.0% of their software$802KFlat
- CourseraCOUR67,313 shares · 0.0% of their software$775KFlat
- Payoneer Global Inc.PAYO121,678 shares · 0.0% of their software$765KFlat
- NutanixNTNX29,098 shares · 0.0% of their software$755KFlat
- YextYEXT77,204 shares · 0.0% of their software$742KFlat
- Paysafe LimitedPSFE41,379 shares · 0.0% of their software$716KFlat
- Digital TurbineAPPS55,394 shares · 0.0% of their software$684K−$2.3M
- NextNav Inc.NN333,774 shares · 0.0% of their software$677KFlat
- Ooma, Inc.OOMA53,759 shares · 0.0% of their software$672KFlat
- PDF Solutions, Inc.PDFS15,259 shares · 0.0% of their software$646KFlat
- Cerence Inc.CRNC22,751 shares · 0.0% of their software$639KFlat
- MagniteMGNI67,220 shares · 0.0% of their software$622KFlat
- Zeta GlobalZETA56,844 shares · 0.0% of their software$615KFlat
- PegasystemsPEGA11,849 shares · 0.0% of their software$575KFlat
- Agora, Inc.API149,535 shares · 0.0% of their software$541KFlat
- Donnelley Financial Solutions, Inc.DFIN13,113 shares · 0.0% of their software$536KFlat
- Commerce.com, Inc.CMRC58,725 shares · 0.0% of their software$524K−$1.8M
- Definitive HealthcareDH48,504 shares · 0.0% of their software$502K+$512K
- Thryv Holdings, Inc.THRY21,537 shares · 0.0% of their software$497KFlat
- Priority Technology Holdings, Inc.PRTH137,311 shares · 0.0% of their software$493K+$697K
- N-ableNABL35,697 shares · 0.0% of their software$471KFlat
- nCinoNCNO19,028 shares · 0.0% of their software$471K−$580K
- SemrushSEMR45,453 shares · 0.0% of their software$457K—
- PAR Technology CorporationPAR13,415 shares · 0.0% of their software$455KFlat
- DescartesDSGX5,273 shares · 0.0% of their software$425KFlat
- International Money Express, Inc.IMXI15,843 shares · 0.0% of their software$408KFlat
- Intapp, Inc.INTA9,100 shares · 0.0% of their software$408KFlat
- DomoDOMO26,918 shares · 0.0% of their software$382K—
- Asure Software, Inc.ASUR26,257 shares · 0.0% of their software$381KNew · Flat
- Consensus Cloud Solutions, Inc.CCSI11,005 shares · 0.0% of their software$376KFlat
- Repay Holdings CorporationRPAY56,391 shares · 0.0% of their software$370KFlat
- 8x8EGHT87,465 shares · 0.0% of their software$365K—
- AmplitudeAMPL28,777 shares · 0.0% of their software$358KFlat
- OneSpan Inc.OSPN20,335 shares · 0.0% of their software$356KFlat
- Health CatalystHCAT29,199 shares · 0.0% of their software$341KFlat
- Immersion CorporationIMMR34,200 shares · 0.0% of their software$306KNew · Flat
- PubMaticPUBM21,847 shares · 0.0% of their software$302KFlat
- i3 Verticals, Inc.IIIV11,686 shares · 0.0% of their software$286KFlat
- AvePointAVPT66,221 shares · 0.0% of their software$272KFlat
- Riskified Ltd.RSKD47,273 shares · 0.0% of their software$267K−$1.3M
- Xperi Inc.XPER21,593 shares · 0.0% of their software$236K−$1.3M
- AlkamiALKT18,344 shares · 0.0% of their software$232KFlat
- DHI Group, Inc.DHX57,806 shares · 0.0% of their software$223KFlat
- Grindr Inc.GRND35,740 shares · 0.0% of their software$222KNew · Flat
- Mitek Systems, Inc.MITK22,845 shares · 0.0% of their software$219KFlat
- AppLovinAPP11,629 shares · 0.0% of their software$184K−$9.9M
- eGain CorporationEGAN24,194 shares · 0.0% of their software$183KFlat
- SoundThinking, Inc.SSTI4,536 shares · 0.0% of their software$178KFlat
- Daily Journal CorporationDJCO613 shares · 0.0% of their software$175KFlat
- VertexVERX8,440 shares · 0.0% of their software$175KFlat
- Ribbon Communications Inc.RBBN47,576 shares · 0.0% of their software$163KFlat
- SmartRent, Inc.SMRT61,219 shares · 0.0% of their software$156KFlat
- Clearwater AnalyticsCWAN9,343 shares · 0.0% of their software$149KFlat
- DoubleVerifyDV4,564 shares · 0.0% of their software$138KFlat
- EverCommerceEVCM12,060 shares · 0.0% of their software$128KFlat
- Nerdy Inc.NRDY28,194 shares · 0.0% of their software$118KFlat
- BrazeBRZE3,166 shares · 0.0% of their software$109KNew · Flat
- SamsaraIOT5,500 shares · 0.0% of their software$108KNew · Flat
- Rimini Street, Inc.RMNI25,082 shares · 0.0% of their software$104KFlat
- LightspeedLSPD6,469 shares · 0.0% of their software$97KFlat
- Tucows Inc.TCX5,011 shares · 0.0% of their software$97KFlat
- FreshworksFRSH6,194 shares · 0.0% of their software$96KFlat
- Blend Labs, Inc.BLND95,889 shares · 0.0% of their software$95KFlat
- monday.comMNDY661 shares · 0.0% of their software$94KFlat
- Veritone, Inc.VERI15,744 shares · 0.0% of their software$91KFlat
- Red Violet, Inc.RDVT4,938 shares · 0.0% of their software$86KFlat
- Rackspace Technology, Inc.RXT42,037 shares · 0.0% of their software$79KFlat
- Expensify, Inc.EXFY9,314 shares · 0.0% of their software$76KNew · Flat
- CS Disco, Inc.LAW11,372 shares · 0.0% of their software$75KFlat
- BackblazeBLZE13,982 shares · 0.0% of their software$71KFlat
- GitLabGTLB1,795 shares · 0.0% of their software$61K−$699K
- Lesaka Technologies, Inc.LSAK9,842 shares · 0.0% of their software$47KNew · Flat
- Viant Technology Inc.DSP8,887 shares · 0.0% of their software$38KFlat
- PagSeguro Digital Ltd.PAGS3,906 shares · 0.0% of their software$33KFlat
- Kaltura, Inc.KLTR10,798 shares · 0.0% of their software$21KFlat
- Karooooo Ltd.KARO857 shares · 0.0% of their software$20KFlat
- SoundHound AI, Inc.SOUN4,119 shares · 0.0% of their software$11KNew · Flat
- JFrogFROG452 shares · 0.0% of their software$9KNew · Flat
- Endava plcDAVA75 shares · 0.0% of their software$5KFlat
- Materialise NVMTLS679 shares · 0.0% of their software$5KFlat
- Nayax Ltd.NYAX152 shares · 0.0% of their software$3KFlat
- Simulations PlusSLP21 shares · 0.0% of their software$1KNew · Flat
