Generalist · Boston, MA
Fidelity
Q4 2021 · compared with Q3 2021
Filed as Fmr LLC
- Software
- $175B
- Weight of 13F
- 12.9%
- Names
- 179
- Net bought
- −$422M
Filed 14 February 2022 · SEC filing.
4,042 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
- MicrosoftMSFT215,377,233 shares · 41.4% of their software · price +$11.7B$72.4BFlat
- SalesforceCRM66,888,355 shares · 9.7% of their software · price −$1.1B$17.0B−$710M
- AdobeADBE23,799,392 shares · 7.7% of their software · price −$206M$13.5B−$394M
- ShopifySHOP4,362,066 shares · 3.4% of their software · price +$94.3M$6.0B−$386M
- IntuitINTU9,045,910 shares · 3.3% of their software · price +$938M$5.8B+$82.6M
- CloudflareNET28,856,424 shares · 2.2% of their software · price +$544M$3.8B−$242M
- Uber Technologies, Inc.UBER78,442,841 shares · 1.9% of their software · price −$225M$3.3B−$828M
- MongoDBMDB5,113,900 shares · 1.5% of their software · price +$296M$2.7B+$275M
- ServiceNowNOW3,742,941 shares · 1.4% of their software · price +$100M$2.4B−$45.3M
- Lyft, Inc.LYFT49,691,620 shares · 1.2% of their software · price −$540M$2.1B+$45.4M
- CadenceCDNS10,425,602 shares · 1.1% of their software · price +$364M$1.9B+$76.6M
- SnowflakeSNOW5,433,489 shares · 1.1% of their software · price +$197M$1.8B+$480M
- AutodeskADSK6,377,374 shares · 1.0% of their software · price −$25.4M$1.8B−$713M
- Block, Inc.XYZ10,937,649 shares · 1.0% of their software · price −$857M$1.8B−$530M
- HubSpotHUBS2,592,449 shares · 1.0% of their software · price −$43.9M$1.7B−$53.7M
- TwilioTWLO6,385,906 shares · 1.0% of their software · price −$356M$1.7B+$938M
- Roper Technologies, Inc.ROP3,201,694 shares · 0.9% of their software · price +$146M$1.6B+$192M
- WorkdayWDAY5,720,082 shares · 0.9% of their software · price +$133M$1.6B+$239M
- Palo Alto NetworksPANW2,294,228 shares · 0.7% of their software · price +$178M$1.3B+$81.2M
- Amdocs LimitedDOX16,303,175 shares · 0.7% of their software · price −$14.2M$1.2B−$153M
- ElasticESTC9,261,031 shares · 0.7% of their software · price −$240M$1.1B+$222M
- OracleORCL12,209,934 shares · 0.6% of their software · price +$977K$1.1B+$219M
- NutanixNTNX32,192,044 shares · 0.6% of their software · price −$188M$1.0B+$34.6M
- ZoomZM5,471,150 shares · 0.6% of their software · price −$425M$1.0B+$89.9M
- SynopsysSNPS2,605,713 shares · 0.5% of their software · price +$180M$960M−$86.2M
- FortinetFTNT2,606,112 shares · 0.5% of their software · price +$176M$937M+$40.8M
- ZoomInfoZI14,220,441 shares · 0.5% of their software$913M—
- DynatraceDT14,969,055 shares · 0.5% of their software · price −$159M$903M+$30.9M
- NICENICE2,838,793 shares · 0.5% of their software · price +$55.5M$862M+$50.9M
- GoDaddyGDDY9,138,483 shares · 0.4% of their software · price +$139M$775M−$174M
- VeriskVRSK3,370,255 shares · 0.4% of their software · price +$95.9M$771MFlat
- DatadogDDOG4,259,371 shares · 0.4% of their software · price +$157M$759M+$331M
- UnityU5,024,081 shares · 0.4% of their software · price +$84.1M$718M+$132M
- WixWIX4,504,285 shares · 0.4% of their software · price −$172M$711M+$194M
- SAPSAP4,525,018 shares · 0.4% of their software · price +$22.9M$634M+$6.5M
- Gen DigitalGEN24,283,249 shares · 0.4% of their software · price +$16.5M$631M+$90.8M
- Fiserv, Inc.FISV5,817,808 shares · 0.3% of their software · price −$27.4M$604M+$9.5M
- Global-EGLBE8,705,225 shares · 0.3% of their software · price −$73.2M$552M+$133M
- TenableTENB9,821,105 shares · 0.3% of their software · price +$87.7M$541M+$33.3M
- OktaOKTA2,380,464 shares · 0.3% of their software · price −$31.4M$534M−$336M
- The Trade DeskTTD5,427,741 shares · 0.3% of their software · price +$116M$497M+$74.7M
- SS&CSSNC5,994,488 shares · 0.3% of their software · price +$75.4M$491M+$14.0M
- VeevaVEEV1,897,155 shares · 0.3% of their software · price −$62.0M$485M−$195M
- OpenTextOTEX9,708,582 shares · 0.3% of their software · price −$12.2M$461M+$79.3M
- ZscalerZS1,323,399 shares · 0.2% of their software · price +$78.2M$425M−$19.4M
- UiPathPATH9,639,942 shares · 0.2% of their software · price −$91.4M$416M+$161M
- CrowdStrikeCRWD1,808,364 shares · 0.2% of their software · price −$74.2M$370M−$184M
- DLocal LimitedDLO10,013,117 shares · 0.2% of their software · price −$189M$357M+$228M
- DoubleVerifyDV10,680,572 shares · 0.2% of their software · price −$9.4M$355M+$61.9M
- DocuSignDOCU2,283,756 shares · 0.2% of their software · price −$240M$348M+$6.0M
- AkamaiAKAM2,891,231 shares · 0.2% of their software · price +$36.0M$338M+$8.9M
- PTCPTC2,596,928 shares · 0.2% of their software · price +$3.5M$315MFlat
- DigitalOceanDOCN3,844,675 shares · 0.2% of their software · price +$10.4M$309M+$14.4M
- MorningstarMORN869,129 shares · 0.2% of their software · price +$72.1M$297M−$14.1M
- Health CatalystHCAT7,426,586 shares · 0.2% of their software · price −$77.2M$294MFlat
- Rapid7RPD2,489,906 shares · 0.2% of their software · price +$11.6M$293M+$7.3M
- monday.comMNDY927,806 shares · 0.2% of their software · price −$16.2M$286M+$55.6M
- VeriSign, Inc.VRSN1,015,118 shares · 0.1% of their software · price +$49.5M$258M+$51.0M
- AmplitudeAMPL4,617,082 shares · 0.1% of their software · price −$6.5M$244M+$120M
- Manhattan AssociatesMANH1,569,745 shares · 0.1% of their software · price +$3.9M$244M−$49.3M
- TrimbleTRMB2,775,155 shares · 0.1% of their software · price +$13.7M$242MFlat
- PhreesiaPHR5,500,614 shares · 0.1% of their software · price −$110M$229M−$48.2M
- LightspeedLSPD5,542,051 shares · 0.1% of their software · price −$310M$224M−$59.2M
- Upbound Group, Inc.UPBD4,050,393 shares · 0.1% of their software · price −$33.1M$195M+$26.3M
- Automatic Data Processing, Inc.ADP781,027 shares · 0.1% of their software · price +$36.4M$193M−$8.0M
- DoximityDOCS3,572,937 shares · 0.1% of their software · price −$109M$179M+$115M
- MagniteMGNI9,730,002 shares · 0.1% of their software · price −$102M$170M+$22.6M
- GitLabGTLB1,890,000 shares · 0.1% of their software$164MNew · +$164M
- WorkivaWK1,196,890 shares · 0.1% of their software · price −$12.5M$156M−$46.5M
- Alight, Inc.ALIT14,161,822 shares · 0.1% of their software · price −$9.5M$153M+$39.1M
- BlackbaudBLKB1,911,477 shares · 0.1% of their software · price +$16.5M$151M+$5.7M
- SamsaraIOT5,249,995 shares · 0.1% of their software$148MNew · +$148M
- F5, Inc.FFIV601,061 shares · 0.1% of their software · price +$27.6M$147M−$46.2M
- YextYEXT14,298,944 shares · 0.1% of their software · price −$30.2M$142M−$58.7M
- Shift4 Payments, Inc.FOUR2,435,024 shares · 0.1% of their software · price −$47.7M$141M+$167M
- PaycomPAYC335,351 shares · 0.1% of their software · price −$27.0M$139M−$81.0M
- SentinelOneS2,718,887 shares · 0.1% of their software · price −$8.4M$137M−$72.1M
- Telos CorporationTLS8,670,272 shares · 0.1% of their software · price −$113M$134M+$61.9M
- Thryv Holdings, Inc.THRY3,202,979 shares · 0.1% of their software · price +$35.5M$132M+$36.7M
- Check PointCHKP1,120,813 shares · 0.1% of their software · price +$3.9M$131M−$2.2M
- Endava plcDAVA768,121 shares · 0.1% of their software · price +$24.6M$129M+$1.5M
- Intapp, Inc.INTA5,118,226 shares · 0.1% of their software · price −$3.1M$129M+$29.2M
- Repay Holdings CorporationRPAY6,735,342 shares · 0.1% of their software · price −$32.1M$123M+$7.8M
- Five9FIVN865,435 shares · 0.1% of their software · price −$19.4M$119M+$28.0M
- AppLovinAPP1,177,218 shares · 0.1% of their software · price +$25.8M$111M−$2.5M
- BILLBILL443,498 shares · 0.1% of their software · price −$7.9M$110M+$88.2M
- PagSeguro Digital Ltd.PAGS4,167,637 shares · 0.1% of their software · price −$106M$109M+$84.3M
- RingCentralRNG560,698 shares · 0.1% of their software · price −$16.9M$105M−$92.7M
- Cognyte Software Ltd.CGNT6,599,276 shares · 0.1% of their software · price −$32.2M$103MFlat
- CoStarCSGP1,276,487 shares · 0.1% of their software · price −$9.0M$101MFlat
- FlywireFLYW2,384,262 shares · 0.1% of their software · price −$13.8M$90.7M−$285M
- CertaraCERT3,142,384 shares · 0.1% of their software · price −$14.7M$89.3M+$33.8M
- Sprout SocialSPT896,069 shares · 0.0% of their software · price −$28.0M$81.3M−$14.6M
- WEX Inc.WEX565,321 shares · 0.0% of their software · price −$20.2M$79.4M+$6.8M
- Digital TurbineAPPS1,279,972 shares · 0.0% of their software · price −$9.9M$78.1M−$141M
- Euronet Worldwide, Inc.EEFT641,159 shares · 0.0% of their software · price −$5.2M$76.4M−$40.2M
- Sabre CorporationSABR8,387,463 shares · 0.0% of their software · price −$27.3M$72.0M+$15.2M
- BrazeBRZE805,894 shares · 0.0% of their software$62.2MNew · +$62.2M
- Grab Holdings LimitedGRAB9,000,000 shares · 0.0% of their software · price −$27.8M$61.0MNew · +$92.0M
- DuolingoDUOL558,912 shares · 0.0% of their software · price −$33.7M$59.3M+$4.2M
- Rimini Street, Inc.RMNI9,332,425 shares · 0.0% of their software · price −$34.3M$55.7M+$58.0M
- Definitive HealthcareDH1,980,635 shares · 0.0% of their software · price −$30.7M$54.1M+$11.1M
- Calix, Inc.CALX672,776 shares · 0.0% of their software · price +$20.5M$53.8M−$7.1M
- SPS CommerceSPSC377,613 shares · 0.0% of their software · price −$7.2M$53.8M−$8.4M
- PaylocityPCTY224,929 shares · 0.0% of their software · price −$10.0M$53.1M−$1.1M
- Paychex, Inc.PAYX343,952 shares · 0.0% of their software · price +$8.3M$46.9M+$2.4M
- FreshworksFRSH1,783,530 shares · 0.0% of their software · price −$29.3M$46.8MFlat
- DropboxDBX1,861,796 shares · 0.0% of their software · price −$8.7M$45.7M−$145M
- AlkamiALKT2,138,762 shares · 0.0% of their software · price −$9.9M$42.9M−$1.8M
- Expensify, Inc.EXFY884,780 shares · 0.0% of their software$38.9MNew · +$38.9M
- Remitly Global, Inc.RELY1,743,248 shares · 0.0% of their software · price −$28.0M$35.9M−$7.6M
- VaronisVRNS618,360 shares · 0.0% of their software · price −$7.5M$30.2M−$3.2M
- Riskified Ltd.RSKD3,688,962 shares · 0.0% of their software · price −$55.1M$27.9M−$68.0M
- Tucows Inc.TCX325,133 shares · 0.0% of their software · price +$1.6M$27.3MFlat
- PaymentusPAY768,955 shares · 0.0% of their software · price +$8.0M$26.9M+$15.9M
- QualysQLYS189,615 shares · 0.0% of their software · price +$4.9M$26.0M+$21.0M
- LiveRamp Holdings, Inc.RAMP539,119 shares · 0.0% of their software$25.9MFlat
- FactSetFDS49,125 shares · 0.0% of their software · price +$4.5M$23.9M+$1.2M
- DomoDOMO459,000 shares · 0.0% of their software$22.8M—
- Payoneer Global Inc.PAYO3,007,670 shares · 0.0% of their software · price −$3.6M$22.1M+$14.6M
- Cerence Inc.CRNC282,121 shares · 0.0% of their software · price −$5.5M$21.6M−$21.2M
- Red Violet, Inc.RDVT455,516 shares · 0.0% of their software · price +$6.3M$18.1M−$2.5M
- Rackspace Technology, Inc.RXT1,333,037 shares · 0.0% of their software · price −$1,000K$18.0M−$13.2M
- Clearwater AnalyticsCWAN774,800 shares · 0.0% of their software$17.8M—
- Viant Technology Inc.DSP1,791,970 shares · 0.0% of their software · price −$4.5M$17.4MFlat
- Fair IsaacFICO38,489 shares · 0.0% of their software · price +$1.4M$16.7M+$3.8M
- SchrödingerSDGR464,353 shares · 0.0% of their software · price −$9.2M$16.2M−$7.3M
- CCC Intelligent Solutions Holdings Inc.CCC1,346,892 shares · 0.0% of their software · price +$1.2M$15.3M−$5.9M
- Simulations PlusSLP271,968 shares · 0.0% of their software · price +$2.1M$12.9MFlat
- ePlus inc.PLUS234,610 shares · 0.0% of their software · price −$11.4M$12.6M+$4.8M
- ProcorePCOR156,881 shares · 0.0% of their software · price −$1.5M$12.5M−$35.6M
- NetApp, Inc.NTAP131,415 shares · 0.0% of their software$12.1M−$19.1M
- GuidewireGWRE101,082 shares · 0.0% of their software · price −$540K$11.5M+$4.4M
- BroadridgeBR61,934 shares · 0.0% of their software · price +$1.0M$11.3MFlat
- ToastTOST311,118 shares · 0.0% of their software · price −$4.7M$10.8M−$54.0M
- Priority Technology Holdings, Inc.PRTH1,324,533 shares · 0.0% of their software · price +$530K$9.4M+$893K
- StoneCo Ltd.STNE505,887 shares · 0.0% of their software · price −$9.0M$8.5MFlat
- Consensus Cloud Solutions, Inc.CCSI141,681 shares · 0.0% of their software · price +$3.2M$8.2MNew · +$5.0M
- SimilarwebSMWB432,966 shares · 0.0% of their software · price −$1.3M$7.8M−$30.8M
- EverCommerceEVCM418,598 shares · 0.0% of their software$6.6M−$851K
- Bandwidth Inc.BAND83,700 shares · 0.0% of their software · price −$1.6M$6.0MFlat
- Tyler TechnologiesTYL9,146 shares · 0.0% of their software · price +$725K$4.9MFlat
- Donnelley Financial Solutions, Inc.DFIN63,178 shares · 0.0% of their software · price +$791K$3.0MFlat
- ReposiTrak, Inc.TRAK486,762 shares · 0.0% of their software$2.8M−$1.4M
- Radware Ltd.RDWR54,332 shares · 0.0% of their software$2.3M+$916K
- Blend Labs, Inc.BLND217,000 shares · 0.0% of their software · price −$1.3M$1.6M−$38.2M
- BlackLineBL9,615 shares · 0.0% of their software$995KFlat
- DoceboDCBO14,329 shares · 0.0% of their software$961KFlat
- PagerDutyPD23,146 shares · 0.0% of their software$805KFlat
- PegasystemsPEGA2,305 shares · 0.0% of their software$258K−$9.6M
- Clear Secure, Inc.YOU7,547 shares · 0.0% of their software$237K−$38.0M
- CommvaultCVLT2,866 shares · 0.0% of their software$198K−$680K
- EVERTEC, Inc.EVTC1,643 shares · 0.0% of their software$82KFlat
- PalantirPLTR2,872 shares · 0.0% of their software$52KFlat
- TeradataTDC1,021 shares · 0.0% of their software$43K−$19.1M
- InterDigital, Inc.IDCC488 shares · 0.0% of their software$35KFlat
- Materialise NVMTLS1,454 shares · 0.0% of their software$35KNew · Flat
- ACI WorldwideACIW856 shares · 0.0% of their software$30KFlat
- BoxBOX1,114 shares · 0.0% of their software$29KFlat
- Q2QTWO279 shares · 0.0% of their software$22KFlat
- AppianAPPN280 shares · 0.0% of their software$18KFlat
- ProgressPRGS328 shares · 0.0% of their software$16KFlat
- Mitek Systems, Inc.MITK856 shares · 0.0% of their software$15KFlat
- Alarm.com Holdings, Inc.ALRM161 shares · 0.0% of their software$14KFlat
- FastlyFSLY383 shares · 0.0% of their software$14KFlat
- AsanaASAN124 shares · 0.0% of their software$9KFlat
- Daily Journal CorporationDJCO25 shares · 0.0% of their software$9KNew · Flat
- Bentley SystemsBSY159 shares · 0.0% of their software$8KFlat
- DescartesDSGX99 shares · 0.0% of their software$8KFlat
- Strategy IncMSTR13 shares · 0.0% of their software$7KFlat
- NetScout Systems, Inc.NTCT226 shares · 0.0% of their software$7K−$3.2M
- A10 Networks, Inc.ATEN287 shares · 0.0% of their software$5KFlat
- AppFolioAPPF23 shares · 0.0% of their software$3KFlat
- C3.aiAI68 shares · 0.0% of their software$2KFlat
- Commerce.com, Inc.CMRC46 shares · 0.0% of their software$2KFlat
- OneSpan Inc.OSPN34 shares · 0.0% of their software$1KSplit
- PAR Technology CorporationPAR15 shares · 0.0% of their software$1KFlat
- SoundThinking, Inc.SSTI26 shares · 0.0% of their software$1KFlat
- Veritone, Inc.VERI36 shares · 0.0% of their software$1KNew · Flat