Generalist · Boston, MA
Fidelity
Q4 2020 · compared with Q3 2020
Filed as Fmr LLC
- Software
- $142B
- Weight of 13F
- 12.7%
- Names
- 141
- Net bought
- −$5.8B
Filed 8 February 2021 · SEC filing.
3,562 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
- MicrosoftMSFT222,257,473 shares · 34.8% of their software · price +$2.7B$49.4B−$3.0B
- SalesforceCRM76,728,272 shares · 12.0% of their software · price −$2.2B$17.1B−$1.4B
- AdobeADBE26,493,583 shares · 9.3% of their software · price +$257M$13.2B−$1.9B
- ShopifySHOP6,056,405 shares · 4.8% of their software · price +$660M$6.8B−$761M
- Uber Technologies, Inc.UBER82,257,814 shares · 3.0% of their software · price +$1.2B$4.2B−$39.9M
- Block, Inc.XYZ15,277,790 shares · 2.3% of their software · price +$842M$3.3B+$582M
- IntuitINTU6,773,875 shares · 1.8% of their software · price +$363M$2.6B+$172M
- AutodeskADSK8,105,868 shares · 1.7% of their software · price +$603M$2.5B+$33.5M
- CloudflareNET30,292,744 shares · 1.6% of their software · price +$1.1B$2.3B+$57.6M
- OktaOKTA8,926,453 shares · 1.6% of their software · price +$361M$2.3B−$96.8M
- Lyft, Inc.LYFT46,172,562 shares · 1.6% of their software · price +$996M$2.3B+$126M
- ServiceNowNOW3,663,968 shares · 1.4% of their software · price +$240M$2.0B+$82.2M
- MongoDBMDB5,438,763 shares · 1.4% of their software · price +$694M$2.0B−$28.1M
- TwilioTWLO4,839,351 shares · 1.2% of their software · price +$442M$1.6B−$231M
- ElasticESTC9,543,976 shares · 1.0% of their software · price +$365M$1.4B+$99.9M
- Roper Technologies, Inc.ROP3,063,991 shares · 0.9% of their software · price +$110M$1.3B+$118M
- WorkdayWDAY5,362,787 shares · 0.9% of their software · price +$131M$1.3B−$270M
- HubSpotHUBS3,202,384 shares · 0.9% of their software · price +$334M$1.3B−$190M
- VeevaVEEV4,621,024 shares · 0.9% of their software · price −$41.3M$1.3B−$96.5M
- Amdocs LimitedDOX15,857,489 shares · 0.8% of their software · price +$214M$1.1B+$11.5M
- NICENICE3,901,047 shares · 0.8% of their software · price +$220M$1.1B+$10.3M
- NutanixNTNX29,168,180 shares · 0.7% of their software · price +$283M$930M+$25.5M
- GoDaddyGDDY11,149,934 shares · 0.7% of their software · price +$77.8M$925M+$81.1M
- Fiserv, Inc.FISV8,031,425 shares · 0.6% of their software · price +$86.8M$914M+$301M
- CadenceCDNS6,199,518 shares · 0.6% of their software · price +$185M$846M+$175M
- CoStarCSGP877,615 shares · 0.6% of their software · price +$66.5M$811M+$40.4M
- Palo Alto NetworksPANW2,041,409 shares · 0.5% of their software · price +$226M$725M+$221M
- Gen DigitalGEN34,562,649 shares · 0.5% of their software · price −$2.1M$718M+$58.4M
- OracleORCL10,814,393 shares · 0.5% of their software · price +$54.0M$700M−$298M
- SnowflakeSNOW2,431,728 shares · 0.5% of their software · price +$73.9M$684M+$278M
- VeriskVRSK3,188,815 shares · 0.5% of their software · price +$71.0M$662M+$73.9M
- ZoomZM1,822,040 shares · 0.4% of their software · price −$242M$615M+$398M
- SAPSAP4,453,365 shares · 0.4% of their software · price −$113M$581M−$94.6M
- Digital TurbineAPPS9,616,335 shares · 0.4% of their software · price +$229M$544M−$26.9M
- SS&CSSNC7,019,693 shares · 0.4% of their software · price +$85.9M$511M−$69.0M
- UnityU3,297,296 shares · 0.4% of their software · price +$218M$506M+$225M
- RingCentralRNG1,324,262 shares · 0.4% of their software · price +$138M$502M−$79.4M
- TenableTENB9,460,162 shares · 0.3% of their software · price +$137M$494M−$121M
- DynatraceDT11,184,196 shares · 0.3% of their software · price +$25.2M$484M−$91.3M
- SynopsysSNPS1,813,036 shares · 0.3% of their software · price +$82.1M$470M+$38.0M
- ZoomInfoZI7,919,497 shares · 0.3% of their software$382M—
- PTCPTC3,065,929 shares · 0.3% of their software · price +$113M$367M−$11.0M
- PhreesiaPHR6,624,427 shares · 0.3% of their software · price +$147M$359M+$109M
- The Trade DeskTTD446,036 shares · 0.3% of their software · price +$126M$357M−$144M
- Rapid7RPD3,903,595 shares · 0.2% of their software · price +$113M$352MFlat
- DatadogDDOG3,478,034 shares · 0.2% of their software · price −$12.9M$342M+$70.2M
- WixWIX1,363,670 shares · 0.2% of their software · price −$6.7M$341M−$115M
- CrowdStrikeCRWD1,536,222 shares · 0.2% of their software · price +$114M$325M−$10.8M
- DocuSignDOCU1,449,798 shares · 0.2% of their software · price +$10.2M$322M+$95.0M
- TrimbleTRMB4,757,898 shares · 0.2% of their software · price +$86.0M$318M−$42.3M
- AkamaiAKAM2,950,271 shares · 0.2% of their software · price −$16.4M$310M−$52.7M
- PaycomPAYC649,262 shares · 0.2% of their software · price +$91.5M$294M+$146M
- Manhattan AssociatesMANH2,708,688 shares · 0.2% of their software · price +$26.2M$285M−$5.5M
- YextYEXT17,968,868 shares · 0.2% of their software · price +$9.7M$282M+$176M
- OpenTextOTEX5,795,264 shares · 0.2% of their software · price +$18.7M$263MFlat
- WorkivaWK2,539,503 shares · 0.2% of their software · price +$91.1M$233M−$34.8M
- Five9FIVN1,275,085 shares · 0.2% of their software · price +$57.0M$222M−$98.3M
- MorningstarMORN957,934 shares · 0.2% of their software · price +$68.0M$222M−$33.9M
- ZscalerZS1,069,711 shares · 0.2% of their software · price +$63.1M$214M−$47.1M
- Automatic Data Processing, Inc.ADP1,123,202 shares · 0.1% of their software · price +$41.2M$198M−$68.3M
- F5, Inc.FFIV1,113,844 shares · 0.1% of their software · price +$59.2M$196M−$18.3M
- Euronet Worldwide, Inc.EEFT1,232,674 shares · 0.1% of their software · price +$66.3M$179M+$24.8M
- StoneCo Ltd.STNE2,115,404 shares · 0.1% of their software · price +$65.6M$178M+$14.1M
- FortinetFTNT1,169,486 shares · 0.1% of their software · price +$35.9M$174M−$182M
- DropboxDBX7,798,119 shares · 0.1% of their software · price +$22.8M$173M−$27.5M
- PagSeguro Digital Ltd.PAGS3,017,356 shares · 0.1% of their software · price +$57.8M$172M−$1.7M
- Cerence Inc.CRNC1,307,684 shares · 0.1% of their software · price +$67.5M$131M−$11.8M
- Endava plcDAVA1,703,421 shares · 0.1% of their software · price +$23.2M$131M−$13.0M
- BlackbaudBLKB1,921,598 shares · 0.1% of their software · price +$3.3M$111MFlat
- LiveRamp Holdings, Inc.RAMP1,504,484 shares · 0.1% of their software · price +$32.2M$110M+$22.3M
- WEX Inc.WEX538,590 shares · 0.1% of their software · price +$34.8M$110M−$2.4M
- VaronisVRNS642,315 shares · 0.1% of their software · price +$31.0M$105M−$25.4M
- VeriSign, Inc.VRSN438,357 shares · 0.1% of their software · price +$5.1M$94.9M−$57.4M
- Health CatalystHCAT2,100,635 shares · 0.1% of their software · price +$14.6M$91.4M+$37.5M
- SchrödingerSDGR991,738 shares · 0.1% of their software · price +$31.4M$78.5M+$6.7M
- Paychex, Inc.PAYX813,366 shares · 0.1% of their software · price +$10.9M$75.8M−$31.3M
- Shift4 Payments, Inc.FOUR1,002,582 shares · 0.1% of their software · price +$27.1M$75.6M−$33.4M
- Repay Holdings CorporationRPAY2,665,393 shares · 0.1% of their software · price +$10.0M$72.6M−$9.1M
- Telos CorporationTLS1,968,519 shares · 0.0% of their software$64.9MNew · +$64.9M
- Fair IsaacFICO121,724 shares · 0.0% of their software · price +$10.4M$62.2MFlat
- CertaraCERT1,670,965 shares · 0.0% of their software$56.3MNew · +$56.3M
- JFrogFROG828,185 shares · 0.0% of their software · price −$18.1M$52.0M+$16.5M
- BILLBILL373,215 shares · 0.0% of their software · price +$13.5M$50.9M−$1.9M
- PaylocityPCTY247,271 shares · 0.0% of their software · price +$11.0M$50.9MFlat
- DoceboDCBO729,972 shares · 0.0% of their software$47.5MNew · +$47.5M
- Sprout SocialSPT810,333 shares · 0.0% of their software · price +$5.6M$36.8M+$12.7M
- C3.aiAI248,714 shares · 0.0% of their software$34.5MNew · +$34.5M
- Bandwidth Inc.BAND200,816 shares · 0.0% of their software · price −$4.2M$30.9M−$43.9M
- NetApp, Inc.NTAP399,971 shares · 0.0% of their software · price +$9.0M$26.5MFlat
- Rackspace Technology, Inc.RXT1,352,646 shares · 0.0% of their software$25.8M+$21.1M
- Sabre CorporationSABR2,098,633 shares · 0.0% of their software · price +$11.6M$25.2M−$11.1M
- Tucows Inc.TCX325,070 shares · 0.0% of their software · price +$1.6M$24.0MFlat
- Upbound Group, Inc.UPBD596,993 shares · 0.0% of their software · price +$5.0M$22.9M+$7.7M
- Check PointCHKP150,819 shares · 0.0% of their software · price +$1.9M$20.0M+$11.0M
- ePlus inc.PLUS212,326 shares · 0.0% of their software · price +$3.1M$18.7M−$16.8M
- PegasystemsPEGA129,880 shares · 0.0% of their software · price +$1.6M$17.3M−$11.6M
- Simulations PlusSLP237,995 shares · 0.0% of their software · price −$819K$17.1M+$2.9M
- FactSetFDS41,911 shares · 0.0% of their software$13.9M+$620K
- Agora, Inc.API280,913 shares · 0.0% of their software · price −$961K$11.1M−$13.8M
- Commerce.com, Inc.CMRC136,000 shares · 0.0% of their software · price −$2.6M$8.7MFlat
- Red Violet, Inc.RDVT321,917 shares · 0.0% of their software · price +$2.5M$8.4MFlat
- BroadridgeBR54,586 shares · 0.0% of their software · price +$1.2M$8.4MFlat
- Donnelley Financial Solutions, Inc.DFIN463,837 shares · 0.0% of their software · price +$1.7M$7.9M+$1.3M
- GuidewireGWRE51,513 shares · 0.0% of their software · price +$1.3M$6.6M+$5.0M
- Calix, Inc.CALX183,074 shares · 0.0% of their software · price +$2.2M$5.4MFlat
- Tyler TechnologiesTYL11,414 shares · 0.0% of their software · price +$1.0M$5.0M+$1.7M
- MagniteMGNI133,532 shares · 0.0% of their software · price +$3.2M$4.1MNew · +$928K
- NetScout Systems, Inc.NTCT135,640 shares · 0.0% of their software · price +$758K$3.7MFlat
- ReposiTrak, Inc.TRAK748,562 shares · 0.0% of their software$3.6MFlat
- FastlyFSLY39,971 shares · 0.0% of their software$3.5M−$9.0M
- PDF Solutions, Inc.PDFS145,624 shares · 0.0% of their software$3.1MFlat
- Priority Technology Holdings, Inc.PRTH395,428 shares · 0.0% of their software · price +$1.5M$2.8MNew · +$1.2M
- BlackLineBL17,107 shares · 0.0% of their software · price +$748K$2.3M+$738K
- CommvaultCVLT28,869 shares · 0.0% of their software$1.6M−$583K
- EVERTEC, Inc.EVTC32,813 shares · 0.0% of their software$1.3MFlat
- Alarm.com Holdings, Inc.ALRM10,765 shares · 0.0% of their software · price +$519K$1.1MFlat
- Lesaka Technologies, Inc.LSAK217,071 shares · 0.0% of their software$1.1MFlat
- Ribbon Communications Inc.RBBN114,072 shares · 0.0% of their software$748KFlat
- PagerDutyPD13,867 shares · 0.0% of their software$579KFlat
- BlackBerry LimitedBB76,401 shares · 0.0% of their software$507KFlat
- QualysQLYS2,194 shares · 0.0% of their software$268KFlat
- DescartesDSGX2,800 shares · 0.0% of their software$164K−$1.0M
- SPS CommerceSPSC1,189 shares · 0.0% of their software$130KFlat
- PalantirPLTR5,099 shares · 0.0% of their software$120KNew · Flat
- TeradataTDC1,518 shares · 0.0% of their software$34KFlat
- Q2QTWO247 shares · 0.0% of their software$31KFlat
- Kingsoft Cloud Holdings LimitedKC667 shares · 0.0% of their software$29KNew · Flat
- ACI WorldwideACIW586 shares · 0.0% of their software$22KFlat
- InterDigital, Inc.IDCC368 shares · 0.0% of their software$22K−$3.4M
- AppianAPPN118 shares · 0.0% of their software$19KFlat
- PubMaticPUBM642 shares · 0.0% of their software$18KNew · Flat
- AppFolioAPPF74 shares · 0.0% of their software$13KFlat
- ProgressPRGS279 shares · 0.0% of their software$13KFlat
- Mitek Systems, Inc.MITK432 shares · 0.0% of their software$8KFlat
- BoxBOX151 shares · 0.0% of their software$3K−$26.4M
- A10 Networks, Inc.ATEN114 shares · 0.0% of their software$1KNew · Flat
- 8x8EGHT38 shares · 0.0% of their software$1KFlat
- i3 Verticals, Inc.IIIV31 shares · 0.0% of their software$1KNew · Flat
- OneSpan Inc.OSPN34 shares · 0.0% of their software$1KFlat
- Radware Ltd.RDWR27 shares · 0.0% of their software$1KFlat
- SoundThinking, Inc.SSTI29 shares · 0.0% of their software$1KNew · Flat