Generalist · Boston, MA
Fidelity
Q4 2017 · compared with Q3 2017
Filed as Fmr LLC
- Software
- $49.7B
- Weight of 13F
- 5.9%
- Names
- 82
- Net bought
- +$163M
Filed 12 February 2018 · SEC filing.
2,534 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 2026271 names$153B+$3.0B
- Q1 2026262 names$133B−$9.2B
- Q4 2025262 names$183B+$2.1B
- Q3 2025259 names$209B+$650M
- Q2 2025249 names$197B+$916M
- Q1 2025247 names$153B−$5.3B
- Q4 2024242 names$173B−$9.7B
- Q3 2024243 names$175B−$3.1B
- Q2 2024234 names$178B−$5.1B
- Q1 2024223 names$182B+$1.7B
- Q4 2023219 names$164B+$1.5B
- Q3 2023221 names$135B+$706M
- Q2 2023217 names$141B+$5.8B
- Q1 2023211 names$116B+$1.2B
- Q4 2022212 names$95.3B+$890M
- Q3 2022197 names$92.3B+$2.1B
- Q2 2022198 names$99.3B−$3.2B
- Q1 2022196 names$138B−$14.9B
- Q4 2021179 names$175B−$422M
- Q3 2021177 names$166B+$7.7B
- Q2 2021159 names$154B+$2.0B
- Q1 2021146 names$136B−$6.6B
- Q4 2020141 names$142B−$5.8B
- Q3 2020131 names$135B−$3.7B
- Q2 2020126 names$125B−$3.6B
- Q1 2020116 names$94.6B+$1.5B
- Q4 2019120 names$99.3B−$1.0B
- Q3 2019109 names$90.3B+$1.6B
- Q2 2019105 names$90.9B+$1.1B
- Q1 2019102 names$83.1B+$2.0B
- Q4 2018100 names$68.0B−$175M
- Q3 201896 names$78.6B+$317M
- Q2 201884 names$67.5B+$23.3M
- Q1 201883 names$61.2B+$5.2B
- Q4 201782 names$49.7B+$163M
- Q3 201777 names$45.3B+$165M
- Q2 201777 names$42.0B+$1.7B
- Q1 201776 names$37.4B+$371M
- Q4 201677 names$33.0B−$730M
- Q3 201679 names$33.9B+$411M
- Q2 201675 names$31.5B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT188,092,123 shares · 32.4% of their software · price +$2.1B$16.1B+$907M
- SalesforceCRM83,768,358 shares · 17.2% of their software · price +$738M$8.6BFlat
- AdobeADBE35,612,548 shares · 12.6% of their software · price +$928M$6.2B−$76.0M
- AutodeskADSK22,807,636 shares · 4.8% of their software · price −$169M$2.4B−$428M
- WorkdayWDAY14,592,400 shares · 3.0% of their software · price −$53.3M$1.5B+$169M
- OracleORCL31,185,273 shares · 3.0% of their software · price −$33.4M$1.5B−$110M
- ShopifySHOP11,011,448 shares · 2.2% of their software · price −$171M$1.1B−$207M
- Amdocs LimitedDOX16,167,615 shares · 2.1% of their software · price +$18.8M$1.1B−$15.0M
- IntuitINTU5,862,884 shares · 1.9% of their software · price +$91.7M$925M+$217M
- Block, Inc.XYZ19,923,216 shares · 1.4% of their software · price +$117M$691M−$88.4M
- AkamaiAKAM10,516,776 shares · 1.4% of their software · price +$172M$684M−$43.9M
- Fiserv, Inc.FISV4,827,999 shares · 1.3% of their software · price +$10.5M$633M−$245M
- Paychex, Inc.PAYX8,812,283 shares · 1.2% of their software · price +$71.6M$600M−$144M
- PTCPTC9,566,452 shares · 1.2% of their software · price +$43.0M$581M+$134M
- GoDaddyGDDY11,392,365 shares · 1.2% of their software · price +$77.1M$573M+$34.7M
- HubSpotHUBS5,603,631 shares · 1.0% of their software · price +$24.4M$495MFlat
- NutanixNTNX13,813,096 shares · 1.0% of their software · price +$178M$487M+$22.0M
- PaycomPAYC5,419,045 shares · 0.9% of their software · price +$29.1M$435M+$33.4M
- Euronet Worldwide, Inc.EEFT4,062,368 shares · 0.7% of their software · price −$42.7M$342M+$74.7M
- OpenTextOTEX9,517,630 shares · 0.7% of their software · price +$32.2M$339M−$14.5M
- F5, Inc.FFIV2,551,784 shares · 0.7% of their software · price +$27.2M$335M+$39.1M
- TrimbleTRMB8,211,187 shares · 0.7% of their software · price +$11.4M$334M−$34.6M
- SAPSAP2,902,804 shares · 0.7% of their software · price +$7.9M$326M+$100M
- RingCentralRNG6,395,668 shares · 0.6% of their software · price +$42.5M$310M+$66.4M
- Check PointCHKP2,271,146 shares · 0.5% of their software · price −$23.6M$235M−$185M
- Roper Technologies, Inc.ROP855,359 shares · 0.4% of their software · price +$13.3M$222M+$31.8M
- VeriSign, Inc.VRSN1,875,808 shares · 0.4% of their software · price +$15.1M$215M−$83.5M
- VeevaVEEV3,660,934 shares · 0.4% of their software · price −$4.1M$202M+$13.8M
- WEX Inc.WEX1,135,173 shares · 0.3% of their software · price +$32.9M$160M+$48.3M
- TwilioTWLO6,477,031 shares · 0.3% of their software · price −$40.5M$153M−$83.5M
- WixWIX2,585,485 shares · 0.3% of their software · price −$37.0M$149M−$36.6M
- YextYEXT10,946,049 shares · 0.3% of their software · price −$13.7M$132M+$34.3M
- BoxBOX5,681,500 shares · 0.2% of their software · price +$10.2M$120M+$19.5M
- ServiceNowNOW872,532 shares · 0.2% of their software · price +$11.2M$114M−$35.5M
- BlackBerry LimitedBB9,850,701 shares · 0.2% of their software$110M+$41.5M
- OktaOKTA3,673,956 shares · 0.2% of their software · price −$9.6M$94.1M+$82.5M
- NetApp, Inc.NTAP1,546,064 shares · 0.2% of their software · price +$17.9M$85.5M−$41.8M
- ePlus inc.PLUS1,089,008 shares · 0.2% of their software · price −$18.8M$81.9M+$7.2M
- Xunlei LimitedXNET4,989,544 shares · 0.2% of their software · price +$55.6M$76.8M+$7.9M
- EVERTEC, Inc.EVTC5,368,476 shares · 0.1% of their software · price −$11.8M$73.3M−$24.9M
- Donnelley Financial Solutions, Inc.DFIN3,750,458 shares · 0.1% of their software · price −$7.8M$73.1M+$19.9M
- Automatic Data Processing, Inc.ADP593,255 shares · 0.1% of their software · price +$4.7M$69.5M−$11.1M
- CommvaultCVLT1,314,750 shares · 0.1% of their software · price −$10.9M$69.0M+$7.6M
- The Trade DeskTTD1,345,080 shares · 0.1% of their software · price −$21.2M$61.5M−$22.4M
- Five9FIVN2,442,820 shares · 0.1% of their software · price +$2.4M$60.8M+$37.9M
- Fair IsaacFICO379,100 shares · 0.1% of their software · price +$4.8M$58.1M−$10.9M
- BroadridgeBR604,732 shares · 0.1% of their software · price +$5.9M$54.8M−$15.7M
- PaylocityPCTY1,087,402 shares · 0.1% of their software · price −$1.8M$51.3M−$11.2M
- Tyler TechnologiesTYL278,248 shares · 0.1% of their software · price +$760K$49.3M−$3.6M
- PegasystemsPEGA999,385 shares · 0.1% of their software · price −$10.5M$47.1M−$6.4M
- VaronisVRNS786,570 shares · 0.1% of their software · price +$5.2M$38.2M+$26.7M
- PDF Solutions, Inc.PDFS2,250,722 shares · 0.1% of their software$35.3MFlat
- SPS CommerceSPSC718,000 shares · 0.1% of their software · price −$5.8M$34.9M+$21.5M
- Palo Alto NetworksPANW231,210 shares · 0.1% of their software$33.5M+$7.8M
- CoStarCSGP80,399 shares · 0.0% of their software · price +$2.3M$23.9M−$3.2M
- SS&CSSNC589,066 shares · 0.0% of their software$23.8M−$25.5M
- NICENICE217,900 shares · 0.0% of their software · price +$2.3M$20.0MNew · +$17.7M
- SynopsysSNPS232,506 shares · 0.0% of their software · price +$1.1M$19.8M−$7.0M
- Sabre CorporationSABR958,606 shares · 0.0% of their software · price +$2.3M$19.7M−$1.1M
- DescartesDSGX674,234 shares · 0.0% of their software · price +$708K$19.2M+$1.2M
- WorkivaWK848,925 shares · 0.0% of their software$18.2M+$12.2M
- FactSetFDS91,624 shares · 0.0% of their software · price +$1.2M$17.7MFlat
- Alarm.com Holdings, Inc.ALRM304,539 shares · 0.0% of their software · price −$2.3M$11.5M−$2.5M
- MorningstarMORN113,460 shares · 0.0% of their software · price +$1.4M$11.0MNew · +$9.6M
- Allot Ltd.ALLT1,952,500 shares · 0.0% of their software$10.4M−$795K
- ReposiTrak, Inc.TRAK1,044,293 shares · 0.0% of their software · price −$2.7M$10.0M−$2.2M
- FortinetFTNT183,775 shares · 0.0% of their software · price +$1.4M$8.0MNew · +$6.6M
- BlackbaudBLKB78,687 shares · 0.0% of their software · price +$526K$7.4M−$5.7M
- Lesaka Technologies, Inc.LSAK595,571 shares · 0.0% of their software · price +$1.3M$7.1M−$723K
- TeradataTDC169,187 shares · 0.0% of their software · price +$790K$6.5M+$5.2M
- InterDigital, Inc.IDCC57,588 shares · 0.0% of their software$4.4M+$1.2M
- MongoDBMDB136,717 shares · 0.0% of their software$4.1MNew · +$4.1M
- NetScout Systems, Inc.NTCT81,560 shares · 0.0% of their software$2.5M+$654K
- Q2QTWO60,692 shares · 0.0% of their software$2.2M−$1.7M
- Ribbon Communications Inc.RBBN284,520 shares · 0.0% of their software$2.2MNew · +$2.2M
- Asure Software, Inc.ASUR89,790 shares · 0.0% of their software$1.3MFlat
- Radware Ltd.RDWR45,881 shares · 0.0% of their software$890KFlat
- VeriskVRSK8,909 shares · 0.0% of their software$855K−$3.1M
- Calix, Inc.CALX143,061 shares · 0.0% of their software$851K−$1.0M
- eGain CorporationEGAN113,400 shares · 0.0% of their software$595KFlat
- CadenceCDNS10,690 shares · 0.0% of their software$447K−$2.6M
- Rimini Street, Inc.RMNI20,000 shares · 0.0% of their software$158KNew · Flat