Generalist · Boston, MA
Fidelity
Q1 2022 · compared with Q4 2021
Filed as Fmr LLC
- Software
- $138B
- Weight of 13F
- 11.1%
- Names
- 196
- Net bought
- −$14.9B
Filed 13 May 2022 · SEC filing.
4,645 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
- MicrosoftMSFT210,344,695 shares · 47.0% of their software · price −$5.9B$64.9B−$1.7B
- SalesforceCRM60,719,961 shares · 9.3% of their software · price −$2.5B$12.9B−$1.6B
- AdobeADBE17,647,278 shares · 5.8% of their software · price −$2.0B$8.0B−$3.5B
- IntuitINTU8,556,207 shares · 3.0% of their software · price −$1.4B$4.1B−$315M
- Uber Technologies, Inc.UBER80,797,021 shares · 2.1% of their software · price −$505M$2.9B+$98.7M
- CloudflareNET22,448,644 shares · 1.9% of their software · price −$265M$2.7B−$843M
- Lyft, Inc.LYFT50,867,340 shares · 1.4% of their software · price −$220M$2.0B+$50.2M
- MongoDBMDB4,202,635 shares · 1.4% of their software · price −$360M$1.9B−$482M
- TwilioTWLO10,600,004 shares · 1.3% of their software · price −$1.0B$1.7B+$1.1B
- CadenceCDNS9,881,927 shares · 1.2% of their software · price −$216M$1.6B−$101M
- ServiceNowNOW2,811,369 shares · 1.1% of their software · price −$259M$1.6B−$605M
- ShopifySHOP2,302,580 shares · 1.1% of their software · price −$1.6B$1.6B−$2.8B
- OracleORCL17,131,527 shares · 1.0% of their software · price −$76.7M$1.4B+$429M
- Palo Alto NetworksPANW2,237,346 shares · 1.0% of their software · price +$147M$1.4B−$31.7M
- Amdocs LimitedDOX15,450,463 shares · 0.9% of their software · price +$114M$1.3B−$63.8M
- Roper Technologies, Inc.ROP2,657,017 shares · 0.9% of their software · price −$52.2M$1.3B−$268M
- Block, Inc.XYZ9,008,679 shares · 0.9% of their software · price −$233M$1.2B−$312M
- HubSpotHUBS2,392,139 shares · 0.8% of their software · price −$441M$1.1B−$132M
- AutodeskADSK5,203,478 shares · 0.8% of their software · price −$348M$1.1B−$330M
- SynopsysSNPS3,310,250 shares · 0.8% of their software · price −$117M$1.1B+$260M
- FortinetFTNT2,982,602 shares · 0.7% of their software · price −$52.7M$1.0B+$135M
- WorkdayWDAY3,822,205 shares · 0.7% of their software · price −$129M$915M−$518M
- NutanixNTNX33,398,565 shares · 0.6% of their software · price −$168M$896M+$38.4M
- VeriskVRSK3,848,740 shares · 0.6% of their software · price −$54.3M$826M+$109M
- DatadogDDOG5,395,545 shares · 0.6% of their software · price −$144M$817M+$202M
- ZoomZM6,395,139 shares · 0.5% of their software · price −$426M$750M+$170M
- TenableTENB12,385,004 shares · 0.5% of their software · price +$33.7M$716M+$141M
- GoDaddyGDDY8,501,844 shares · 0.5% of their software · price −$9.9M$712M−$54.0M
- ElasticESTC7,996,574 shares · 0.5% of their software · price −$273M$711M−$156M
- NICENICE3,156,882 shares · 0.5% of their software · price −$267M$691M+$96.6M
- Gen DigitalGEN24,484,908 shares · 0.5% of their software · price +$13.2M$649MFlat
- Automatic Data Processing, Inc.ADP2,715,971 shares · 0.4% of their software · price −$51.7M$618M+$477M
- DynatraceDT12,406,278 shares · 0.4% of their software · price −$164M$584M−$155M
- ZoomInfoZI9,756,608 shares · 0.4% of their software$583M—
- OpenTextOTEX13,638,966 shares · 0.4% of their software · price −$69.3M$578M+$187M
- OktaOKTA3,791,817 shares · 0.4% of their software · price −$278M$572M+$316M
- SAPSAP4,535,173 shares · 0.4% of their software · price −$132M$503MFlat
- SS&CSSNC5,803,237 shares · 0.3% of their software · price −$40.4M$435M−$15.7M
- CrowdStrikeCRWD1,853,242 shares · 0.3% of their software · price +$41.4M$421M+$9.2M
- DLocal LimitedDLO12,903,843 shares · 0.3% of their software · price −$57.2M$403M+$103M
- Rapid7RPD3,608,686 shares · 0.3% of their software · price −$23.3M$401M+$132M
- AkamaiAKAM3,012,243 shares · 0.3% of their software · price +$7.1M$360M+$14.2M
- SnowflakeSNOW1,496,612 shares · 0.2% of their software · price −$164M$343M−$1.3B
- DoximityDOCS5,438,991 shares · 0.2% of their software · price +$10.7M$283M+$93.5M
- WixWIX2,701,868 shares · 0.2% of their software · price −$144M$282M−$284M
- PTCPTC2,588,465 shares · 0.2% of their software · price −$34.8M$279MFlat
- Global-EGLBE7,703,655 shares · 0.2% of their software · price −$228M$260M−$63.5M
- Fiserv, Inc.FISV2,400,006 shares · 0.2% of their software · price −$5.7M$243M−$355M
- Check PointCHKP1,687,372 shares · 0.2% of their software · price +$36.6M$233M+$66.0M
- PagSeguro Digital Ltd.PAGS11,368,433 shares · 0.2% of their software · price −$70.1M$228M+$189M
- MorningstarMORN830,476 shares · 0.2% of their software · price −$57.2M$227M−$13.2M
- The Trade DeskTTD3,017,449 shares · 0.2% of their software · price −$67.6M$209M−$221M
- ZscalerZS847,432 shares · 0.1% of their software · price −$67.8M$204M−$153M
- TrimbleTRMB2,784,476 shares · 0.1% of their software · price −$41.9M$201MFlat
- VeevaVEEV944,389 shares · 0.1% of their software · price −$40.6M$201M−$243M
- Shift4 Payments, Inc.FOUR3,116,483 shares · 0.1% of their software · price +$12.5M$193M+$39.5M
- Five9FIVN1,740,591 shares · 0.1% of their software · price −$46.9M$192M+$120M
- DoubleVerifyDV7,132,822 shares · 0.1% of their software · price −$57.8M$180M−$118M
- DigitalOceanDOCN2,838,636 shares · 0.1% of their software · price −$63.8M$164M−$80.8M
- Upbound Group, Inc.UPBD5,844,085 shares · 0.1% of their software · price −$134M$147M+$86.2M
- Manhattan AssociatesMANH1,039,263 shares · 0.1% of their software · price −$17.4M$144M−$82.5M
- Alight, Inc.ALIT14,129,963 shares · 0.1% of their software · price −$12.2M$141MFlat
- BILLBILL611,741 shares · 0.1% of their software · price −$13.7M$139M+$41.9M
- UnityU1,358,632 shares · 0.1% of their software · price −$59.5M$135M−$524M
- MagniteMGNI9,977,453 shares · 0.1% of their software · price −$42.8M$132M+$4.3M
- PhreesiaPHR4,854,476 shares · 0.1% of their software · price −$74.3M$128M−$26.9M
- ToastTOST5,838,891 shares · 0.1% of their software · price −$75.8M$127M+$192M
- Thryv Holdings, Inc.THRY4,449,936 shares · 0.1% of their software · price −$57.9M$125M+$51.3M
- BlackbaudBLKB2,005,705 shares · 0.1% of their software · price −$38.3M$120M+$7.4M
- Euronet Worldwide, Inc.EEFT896,653 shares · 0.1% of their software · price +$9.8M$117M+$30.4M
- Intapp, Inc.INTA4,852,953 shares · 0.1% of their software · price −$5.6M$117M−$6.7M
- FlywireFLYW3,653,885 shares · 0.1% of their software · price −$27.3M$112M+$48.3M
- WorkivaWK943,287 shares · 0.1% of their software · price −$11.8M$111M−$33.1M
- PaycomPAYC303,667 shares · 0.1% of their software · price −$20.9M$105M−$13.2M
- WEX Inc.WEX587,742 shares · 0.1% of their software · price +$22.4M$105M+$3.1M
- UiPathPATH4,572,371 shares · 0.1% of their software · price −$98.5M$98.7M−$219M
- Repay Holdings CorporationRPAY6,307,735 shares · 0.1% of their software · price −$22.1M$93.2M−$7.8M
- DocuSignDOCU847,273 shares · 0.1% of their software · price −$38.3M$90.8M−$219M
- Endava plcDAVA629,171 shares · 0.1% of their software · price −$22.0M$83.7M−$23.3M
- VeriSign, Inc.VRSN360,325 shares · 0.1% of their software · price −$11.3M$80.2M−$166M
- Health CatalystHCAT2,950,258 shares · 0.1% of their software · price −$39.8M$77.1M−$177M
- DropboxDBX3,162,139 shares · 0.1% of their software · price −$4.1M$73.5M+$31.9M
- Sabre CorporationSABR6,292,889 shares · 0.1% of their software · price +$17.9M$71.9M−$18.0M
- Sprout SocialSPT877,730 shares · 0.1% of their software · price −$9.3M$70.3M−$1.7M
- CoStarCSGP1,034,017 shares · 0.0% of their software · price −$12.8M$68.9M−$19.2M
- CCC Intelligent Solutions Holdings Inc.CCC5,702,073 shares · 0.0% of their software · price −$2.0M$63.0M+$49.6M
- Fair IsaacFICO132,045 shares · 0.0% of their software · price +$4.3M$61.6M+$40.6M
- CertaraCERT2,782,060 shares · 0.0% of their software · price −$19.3M$59.8M−$10.2M
- SentinelOneS1,448,687 shares · 0.0% of their software · price −$17.0M$56.1M−$64.1M
- Paychex, Inc.PAYX406,147 shares · 0.0% of their software$55.4M+$8.5M
- SPS CommerceSPSC375,255 shares · 0.0% of their software · price −$4.2M$49.2MFlat
- Definitive HealthcareDH1,916,659 shares · 0.0% of their software · price −$5.1M$47.2M−$1.7M
- PaylocityPCTY226,042 shares · 0.0% of their software · price −$6.9M$46.5MFlat
- Digital TurbineAPPS1,054,665 shares · 0.0% of their software · price −$18.1M$46.2M−$13.7M
- VaronisVRNS970,376 shares · 0.0% of their software · price −$1.2M$46.1M+$17.2M
- StoneCo Ltd.STNE3,907,736 shares · 0.0% of their software · price −$20.2M$45.7M+$57.4M
- QualysQLYS318,092 shares · 0.0% of their software · price +$1.7M$45.3M+$17.6M
- BoxBOX1,521,674 shares · 0.0% of their software · price +$4.4M$44.2M+$39.8M
- Telos CorporationTLS4,037,936 shares · 0.0% of their software · price −$22.0M$40.3M−$71.4M
- Clear Secure, Inc.YOU1,381,361 shares · 0.0% of their software · price −$6.2M$37.1M+$43.1M
- LightspeedLSPD1,191,495 shares · 0.0% of their software · price −$11.9M$36.3M−$176M
- PaymentusPAY1,564,829 shares · 0.0% of their software · price −$21.8M$33.0MSplit
- FactSetFDS75,476 shares · 0.0% of their software · price −$3.9M$32.8M+$12.8M
- RingCentralRNG269,294 shares · 0.0% of their software · price −$18.9M$31.6M−$54.6M
- Calix, Inc.CALX729,833 shares · 0.0% of their software · price −$27.0M$31.3M+$4.6M
- GitLabGTLB567,599 shares · 0.0% of their software · price −$18.5M$30.9M−$115M
- NetApp, Inc.NTAP307,204 shares · 0.0% of their software · price −$2.8M$25.5M+$16.2M
- Tucows Inc.TCX325,299 shares · 0.0% of their software · price −$5.0M$22.2MFlat
- SchrödingerSDGR639,485 shares · 0.0% of their software$21.8M+$6.1M
- SamsaraIOT1,336,942 shares · 0.0% of their software · price −$16.2M$21.4M−$110M
- YextYEXT2,983,034 shares · 0.0% of their software · price −$9.0M$20.6M−$112M
- monday.comMNDY112,856 shares · 0.0% of their software · price −$17.0M$17.8M−$252M
- Clearwater AnalyticsCWAN777,600 shares · 0.0% of their software$16.3MFlat
- AlkamiALKT1,081,292 shares · 0.0% of their software · price −$6.2M$15.5M−$21.2M
- TeradataTDC303,940 shares · 0.0% of their software · price +$2.1M$15.0M+$12.9M
- LiveRamp Holdings, Inc.RAMP396,468 shares · 0.0% of their software · price −$4.2M$14.8M−$6.8M
- Simulations PlusSLP274,677 shares · 0.0% of their software · price +$1.0M$14.0MFlat
- FreshworksFRSH777,718 shares · 0.0% of their software · price −$6.5M$13.9M−$26.4M
- Riskified Ltd.RSKD2,305,380 shares · 0.0% of their software · price −$4.2M$13.9M−$10.9M
- BroadridgeBR89,267 shares · 0.0% of their software · price −$2.4M$13.9M+$5.0M
- Viant Technology Inc.DSP2,061,673 shares · 0.0% of their software · price −$6.5M$13.5M+$2.6M
- F5, Inc.FFIV62,712 shares · 0.0% of their software · price −$2.2M$13.1M−$132M
- DuolingoDUOL123,406 shares · 0.0% of their software · price −$1.4M$11.7M−$46.2M
- DomoDOMO186,031 shares · 0.0% of their software$9.4M—
- ProcorePCOR155,846 shares · 0.0% of their software · price −$3.4M$9.0MFlat
- Consensus Cloud Solutions, Inc.CCSI143,705 shares · 0.0% of their software$8.6MFlat
- Tyler TechnologiesTYL17,641 shares · 0.0% of their software · price −$1.6M$7.8M+$4.6M
- Grab Holdings LimitedGRAB2,231,590 shares · 0.0% of their software · price −$8.1M$7.8M−$48.3M
- GuidewireGWRE82,180 shares · 0.0% of their software · price −$1.6M$7.8M−$2.1M
- Priority Technology Holdings, Inc.PRTH1,330,935 shares · 0.0% of their software · price −$1.8M$7.7MFlat
- CommvaultCVLT94,784 shares · 0.0% of their software$6.3M+$6.3M
- PegasystemsPEGA61,576 shares · 0.0% of their software · price −$1.9M$5.0M+$6.6M
- C3.aiAI200,890 shares · 0.0% of their software · price −$1.7M$4.6M+$6.3M
- ProgressPRGS94,129 shares · 0.0% of their software$4.4M+$4.5M
- Agilysys, Inc.AGYS100,920 shares · 0.0% of their software$4.0MNew · +$4.5M
- Commerce.com, Inc.CMRC153,569 shares · 0.0% of their software · price −$2.1M$3.4M+$5.4M
- Cellebrite DI Ltd.CLBT488,684 shares · 0.0% of their software · price −$792K$3.1MNew · +$3.9M
- BlackLineBL42,655 shares · 0.0% of their software · price −$1.3M$3.1M+$3.4M
- FastlyFSLY164,332 shares · 0.0% of their software · price −$3.0M$2.9M+$5.8M
- Bandwidth Inc.BAND84,296 shares · 0.0% of their software · price −$3.3M$2.7MFlat
- Q2QTWO43,052 shares · 0.0% of their software · price −$766K$2.7M+$3.4M
- Payoneer Global Inc.PAYO531,463 shares · 0.0% of their software · price −$1.5M$2.4M−$18.2M
- Blend Labs, Inc.BLND398,900 shares · 0.0% of their software · price −$654K$2.3M+$1.3M
- Donnelley Financial Solutions, Inc.DFIN64,745 shares · 0.0% of their software · price −$899K$2.2MFlat
- BrazeBRZE51,000 shares · 0.0% of their software · price −$1.8M$2.1M−$58.2M
- Ooma, Inc.OOMA130,640 shares · 0.0% of their software · price −$712K$2.0MNew · +$2.7M
- AppianAPPN31,573 shares · 0.0% of their software$1.9M+$2.0M
- Alarm.com Holdings, Inc.ALRM25,692 shares · 0.0% of their software$1.7M+$2.2M
- ePlus inc.PLUS30,106 shares · 0.0% of their software$1.7M−$11.0M
- Cognyte Software Ltd.CGNT118,508 shares · 0.0% of their software · price −$517K$1.3M−$102M
- NetScout Systems, Inc.NTCT41,385 shares · 0.0% of their software$1.3M+$1.4M
- 8x8EGHT74,433 shares · 0.0% of their software$937KNew
- PagerDutyPD26,000 shares · 0.0% of their software$889KFlat
- Radware Ltd.RDWR25,857 shares · 0.0% of their software$826K−$1.2M
- Red Violet, Inc.RDVT28,429 shares · 0.0% of their software$810K−$17.0M
- AmplitudeAMPL36,080 shares · 0.0% of their software · price −$1.2M$665K−$243M
- AppLovinAPP9,934 shares · 0.0% of their software$547K−$110M
- PalantirPLTR24,328 shares · 0.0% of their software$334KFlat
- ReposiTrak, Inc.TRAK57,026 shares · 0.0% of their software$301K−$2.5M
- Expensify, Inc.EXFY14,991 shares · 0.0% of their software$264K−$38.3M
- BlackBerry LimitedBB24,451 shares · 0.0% of their software$181KNew · Flat
- Strategy IncMSTR272 shares · 0.0% of their software$133KFlat
- Cerence Inc.CRNC3,684 shares · 0.0% of their software$132K−$21.3M
- EVERTEC, Inc.EVTC3,176 shares · 0.0% of their software$130KFlat
- InterDigital, Inc.IDCC1,485 shares · 0.0% of their software$95KFlat
- ACI WorldwideACIW2,365 shares · 0.0% of their software$75KFlat
- nCinoNCNO1,752 shares · 0.0% of their software$72KNew · Flat
- AppFolioAPPF422 shares · 0.0% of their software$48KFlat
- Bentley SystemsBSY1,056 shares · 0.0% of their software$47KFlat
- SoundThinking, Inc.SSTI1,524 shares · 0.0% of their software$42KFlat
- Remitly Global, Inc.RELY3,864 shares · 0.0% of their software$38K−$35.9M
- Kingsoft Cloud Holdings LimitedKC6,032 shares · 0.0% of their software$37KNew · Flat
- PAR Technology CorporationPAR892 shares · 0.0% of their software$36KFlat
- PDF Solutions, Inc.PDFS1,299 shares · 0.0% of their software$36KNew · Flat
- Veritone, Inc.VERI1,883 shares · 0.0% of their software$34KFlat
- Materialise NVMTLS1,609 shares · 0.0% of their software$31KFlat
- AsanaASAN707 shares · 0.0% of their software$28KFlat
- Mitek Systems, Inc.MITK1,658 shares · 0.0% of their software$24KFlat
- i3 Verticals, Inc.IIIV793 shares · 0.0% of their software$22KNew · Flat
- CourseraCOUR823 shares · 0.0% of their software$19KNew · Flat
- JFrogFROG617 shares · 0.0% of their software$17KNew · Flat
- Rekor Systems, Inc.REKR3,808 shares · 0.0% of their software$17KNew · Flat
- A10 Networks, Inc.ATEN1,177 shares · 0.0% of their software$16KFlat
- OneSpan Inc.OSPN1,012 shares · 0.0% of their software$15KFlat
- DescartesDSGX180 shares · 0.0% of their software$13KFlat
- Daily Journal CorporationDJCO36 shares · 0.0% of their software$12KFlat
- International Money Express, Inc.IMXI466 shares · 0.0% of their software$10KNew · Flat
- N-ableNABL990 shares · 0.0% of their software$9KNew · Flat
- Rackspace Technology, Inc.RXT837 shares · 0.0% of their software$9K−$17.9M
- CS Disco, Inc.LAW242 shares · 0.0% of their software$8KNew · Flat
- Rimini Street, Inc.RMNI1,320 shares · 0.0% of their software$8K−$55.7M
- eGain CorporationEGAN324 shares · 0.0% of their software$4KNew · Flat
- EverCommerceEVCM270 shares · 0.0% of their software$4K−$6.6M
- Ribbon Communications Inc.RBBN1,406 shares · 0.0% of their software$4KNew · Flat
- SimilarwebSMWB208 shares · 0.0% of their software$3K−$7.8M
- DHI Group, Inc.DHX263 shares · 0.0% of their software$2KNew · Flat