Generalist · Boston, MA
Fidelity
Q2 2022 · compared with Q1 2022
Filed as Fmr LLC
- Software
- $99.3B
- Weight of 13F
- 9.9%
- Names
- 198
- Net bought
- −$3.2B
Filed 12 August 2022 · SEC filing.
4,603 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
- MicrosoftMSFT207,201,641 shares · 53.6% of their software · price −$10.7B$53.2B−$969M
- SalesforceCRM48,977,216 shares · 8.1% of their software · price −$2.3B$8.1B−$2.5B
- AdobeADBE14,408,971 shares · 5.3% of their software · price −$1.3B$5.3B−$1.5B
- IntuitINTU7,754,635 shares · 3.0% of their software · price −$740M$3.0B−$385M
- Uber Technologies, Inc.UBER79,297,233 shares · 1.6% of their software · price −$1.2B$1.6B−$53.5M
- CadenceCDNS10,344,231 shares · 1.6% of their software · price −$149M$1.6B+$76.0M
- OracleORCL18,430,838 shares · 1.3% of their software · price −$237M$1.3B+$107M
- Amdocs LimitedDOX12,766,653 shares · 1.1% of their software · price +$14.0M$1.1B−$221M
- SynopsysSNPS3,174,803 shares · 1.0% of their software · price −$93.9M$964M−$45.1M
- AutodeskADSK5,262,411 shares · 0.9% of their software · price −$223M$905M+$12.6M
- MongoDBMDB3,428,128 shares · 0.9% of their software · price −$631M$890M−$344M
- Palo Alto NetworksPANW1,768,167 shares · 0.9% of their software · price −$227M$873M−$292M
- TwilioTWLO9,369,826 shares · 0.8% of their software · price −$759M$785M−$203M
- ServiceNowNOW1,538,590 shares · 0.7% of their software · price −$125M$732M−$709M
- CloudflareNET16,470,213 shares · 0.7% of their software · price −$1.3B$721M−$716M
- VeriskVRSK4,115,983 shares · 0.7% of their software · price −$171M$712M+$57.4M
- NICENICE3,344,512 shares · 0.6% of their software · price −$88.8M$644M+$41.1M
- Automatic Data Processing, Inc.ADP3,038,493 shares · 0.6% of their software · price −$53.2M$638M+$73.4M
- HubSpotHUBS2,025,103 shares · 0.6% of their software · price −$353M$609M−$174M
- Roper Technologies, Inc.ROP1,531,863 shares · 0.6% of their software · price −$119M$605M−$531M
- ZoomZM5,388,300 shares · 0.6% of their software · price −$49.9M$582M−$118M
- OpenTextOTEX14,538,856 shares · 0.6% of their software · price −$66.3M$550M+$38.2M
- Lyft, Inc.LYFT40,647,885 shares · 0.5% of their software · price −$1.0B$540M−$392M
- GoDaddyGDDY7,666,771 shares · 0.5% of their software · price −$108M$533M−$69.9M
- TenableTENB11,640,989 shares · 0.5% of their software · price −$144M$529M−$43.0M
- Gen DigitalGEN23,748,186 shares · 0.5% of their software · price −$108M$522M−$19.5M
- WorkdayWDAY3,736,058 shares · 0.5% of their software · price −$373M$521M−$20.6M
- NutanixNTNX33,628,974 shares · 0.5% of their software · price −$410M$492MFlat
- SnowflakeSNOW3,297,300 shares · 0.5% of their software · price −$297M$459M+$413M
- SAPSAP4,898,418 shares · 0.4% of their software · price −$99.1M$444M+$40.3M
- DynatraceDT11,216,102 shares · 0.4% of their software · price −$85.9M$442M−$56.1M
- Block, Inc.XYZ7,147,782 shares · 0.4% of their software · price −$530M$439M−$252M
- OktaOKTA4,696,161 shares · 0.4% of their software · price −$284M$425M+$137M
- FortinetFTNT7,416,166 shares · 0.4% of their software · price −$2.1B$420M+$1.5B
- ElasticESTC5,889,704 shares · 0.4% of their software · price −$125M$399M−$187M
- SS&CSSNC6,495,268 shares · 0.4% of their software · price −$110M$377M+$51.9M
- DatadogDDOG3,565,821 shares · 0.3% of their software · price −$201M$340M−$277M
- DLocal LimitedDLO11,573,295 shares · 0.3% of their software · price −$58.0M$304M−$41.6M
- CrowdStrikeCRWD1,793,455 shares · 0.3% of their software · price −$105M$302M−$13.6M
- ShopifySHOP9,391,691 shares · 0.3% of their software · price −$6.1B$293M+$4.8B
- ZoomInfoZI8,179,290 shares · 0.3% of their software$272M—
- PTCPTC2,536,976 shares · 0.3% of their software · price −$3.5M$270M−$5.5M
- DoximityDOCS7,737,391 shares · 0.3% of their software · price −$134M$269M+$120M
- AkamaiAKAM2,736,990 shares · 0.3% of their software · price −$76.8M$250M−$32.9M
- Five9FIVN2,259,174 shares · 0.2% of their software · price −$43.5M$206M+$57.3M
- VeevaVEEV1,037,716 shares · 0.2% of their software · price −$15.0M$206M+$19.8M
- Check PointCHKP1,662,432 shares · 0.2% of their software · price −$27.4M$202M−$3.4M
- MorningstarMORN819,417 shares · 0.2% of their software · price −$25.7M$198M−$3.0M
- PaycomPAYC700,962 shares · 0.2% of their software · price −$46.4M$196M+$138M
- Rapid7RPD2,858,536 shares · 0.2% of their software · price −$127M$191M−$83.4M
- PagSeguro Digital Ltd.PAGS17,721,115 shares · 0.2% of their software · price −$174M$181M+$127M
- PhreesiaPHR6,217,649 shares · 0.2% of their software · price −$8.4M$156M+$35.9M
- Upbound Group, Inc.UPBD7,855,208 shares · 0.2% of their software · price −$45.1M$153M+$50.7M
- Fiserv, Inc.FISV1,501,271 shares · 0.1% of their software · price −$18.7M$134M−$91.1M
- UiPathPATH7,189,908 shares · 0.1% of their software · price −$24.4M$131M+$56.5M
- TrimbleTRMB2,234,898 shares · 0.1% of their software · price −$31.1M$130M−$39.6M
- The Trade DeskTTD3,090,520 shares · 0.1% of their software · price −$84.6M$129M+$5.1M
- Paychex, Inc.PAYX1,135,003 shares · 0.1% of their software · price −$25.7M$129M+$99.5M
- Global-EGLBE6,377,392 shares · 0.1% of their software · price −$86.8M$129M−$44.8M
- ZscalerZS848,474 shares · 0.1% of their software · price −$77.9M$127MFlat
- DoubleVerifyDV5,300,656 shares · 0.1% of their software · price −$13.3M$120M−$46.1M
- WixWIX1,785,338 shares · 0.1% of their software · price −$69.5M$117M−$95.7M
- Thryv Holdings, Inc.THRY5,135,782 shares · 0.1% of their software · price −$29.4M$115M+$19.3M
- BlackbaudBLKB1,975,030 shares · 0.1% of their software · price −$3.6M$115M−$1.8M
- Manhattan AssociatesMANH944,866 shares · 0.1% of their software · price −$22.8M$108M−$13.1M
- BILLBILL982,367 shares · 0.1% of their software · price −$115M$108M+$84.1M
- Shift4 Payments, Inc.FOUR3,024,311 shares · 0.1% of their software · price −$87.3M$100.0M−$5.7M
- WEX Inc.WEX596,489 shares · 0.1% of their software · price −$13.7M$92.8M+$1.6M
- Euronet Worldwide, Inc.EEFT899,182 shares · 0.1% of their software · price −$26.6M$90.4MFlat
- CoStarCSGP1,416,017 shares · 0.1% of their software · price −$8.8M$85.5M+$25.4M
- Repay Holdings CorporationRPAY6,379,792 shares · 0.1% of their software · price −$12.2M$82.0M+$1.1M
- ToastTOST6,012,834 shares · 0.1% of their software · price −$52.9M$77.8M+$3.8M
- Sprout SocialSPT1,229,102 shares · 0.1% of their software · price −$27.1M$71.4M+$28.2M
- DropboxDBX3,143,242 shares · 0.1% of their software · price −$7.1M$66.0MFlat
- Intapp, Inc.INTA4,399,012 shares · 0.1% of their software · price −$41.2M$64.4M−$10.9M
- CertaraCERT2,885,929 shares · 0.1% of their software$61.9M+$2.2M
- Alight, Inc.ALIT8,630,587 shares · 0.1% of their software · price −$27.6M$58.3M−$54.7M
- StoneCo Ltd.STNE6,872,493 shares · 0.1% of their software · price −$27.5M$52.9M+$34.7M
- CCC Intelligent Solutions Holdings Inc.CCC5,700,749 shares · 0.1% of their software · price −$10.5M$52.4MFlat
- MagniteMGNI5,735,515 shares · 0.1% of their software · price −$24.8M$50.9M−$56.0M
- Endava plcDAVA509,113 shares · 0.0% of their software · price −$22.8M$44.9M−$16.0M
- Definitive HealthcareDH1,916,823 shares · 0.0% of their software · price −$3.3M$44.0MFlat
- WorkivaWK660,231 shares · 0.0% of their software · price −$34.3M$43.6M−$33.4M
- QualysQLYS328,557 shares · 0.0% of their software · price −$5.3M$41.4M+$1.5M
- PaylocityPCTY231,050 shares · 0.0% of their software · price −$7.2M$40.3M+$1.0M
- SPS CommerceSPSC313,923 shares · 0.0% of their software · price −$5.7M$35.5M−$8.0M
- BoxBOX1,340,143 shares · 0.0% of their software · price −$5.3M$33.7M−$5.3M
- GitLabGTLB629,427 shares · 0.0% of their software · price −$825K$33.4M+$3.4M
- FlywireFLYW1,894,169 shares · 0.0% of their software · price −$24.5M$33.4M−$53.8M
- VeriSign, Inc.VRSN197,924 shares · 0.0% of their software · price −$10.9M$33.1M−$36.1M
- C3.aiAI1,810,148 shares · 0.0% of their software · price −$8.0M$33.1M+$36.5M
- UnityU833,542 shares · 0.0% of their software · price −$52.0M$30.7M−$52.1M
- FactSetFDS78,044 shares · 0.0% of their software · price −$3.9M$30.0M+$1.1M
- VaronisVRNS986,368 shares · 0.0% of their software · price −$18.0M$28.9M+$760K
- Sabre CorporationSABR4,891,197 shares · 0.0% of their software · price −$27.4M$28.5M−$16.0M
- Clear Secure, Inc.YOU1,377,098 shares · 0.0% of their software · price −$9.5M$27.5MFlat
- NetScout Systems, Inc.NTCT629,722 shares · 0.0% of their software · price +$1.1M$21.3M+$18.9M
- NetApp, Inc.NTAP323,404 shares · 0.0% of their software · price −$5.7M$21.1M+$1.3M
- SentinelOneS844,996 shares · 0.0% of their software · price −$13.0M$19.7M−$23.4M
- SchrödingerSDGR678,090 shares · 0.0% of their software · price −$5.2M$17.9M+$1.3M
- DuolingoDUOL204,378 shares · 0.0% of their software · price −$1.5M$17.9M+$7.7M
- TeradataTDC445,007 shares · 0.0% of their software · price −$5.5M$16.5M+$7.0M
- Simulations PlusSLP322,982 shares · 0.0% of their software · price −$533K$15.9M+$2.5M
- AlkamiALKT1,094,969 shares · 0.0% of their software$15.2MFlat
- Tucows Inc.TCX325,347 shares · 0.0% of their software · price −$7.7M$14.5MFlat
- DocuSignDOCU233,863 shares · 0.0% of their software · price −$11.6M$13.4M−$65.7M
- BroadridgeBR90,766 shares · 0.0% of their software · price −$1.2M$12.9MFlat
- RingCentralRNG242,611 shares · 0.0% of their software · price −$15.8M$12.7M−$3.1M
- Calix, Inc.CALX354,099 shares · 0.0% of their software · price −$3.1M$12.1M−$16.1M
- BrazeBRZE291,855 shares · 0.0% of their software · price −$1.5M$10.6M+$10.0M
- Viant Technology Inc.DSP1,937,677 shares · 0.0% of their software · price −$2.8M$9.8M−$812K
- Telos CorporationTLS1,201,109 shares · 0.0% of their software · price −$2.3M$9.7M−$28.3M
- F5, Inc.FFIV59,732 shares · 0.0% of their software · price −$3.3M$9.1M−$623K
- LiveRamp Holdings, Inc.RAMP346,747 shares · 0.0% of their software · price −$4.0M$9.0M−$1.9M
- Fair IsaacFICO20,661 shares · 0.0% of their software · price −$1.4M$8.3M−$52.0M
- Tyler TechnologiesTYL24,711 shares · 0.0% of their software · price −$2.8M$8.2M+$3.1M
- PalantirPLTR888,308 shares · 0.0% of their software · price −$4.1M$8.1M+$11.9M
- Consensus Cloud Solutions, Inc.CCSI143,562 shares · 0.0% of their software · price −$2.4M$6.3MFlat
- SamsaraIOT558,310 shares · 0.0% of their software · price −$2.7M$6.2M−$12.5M
- DomoDOMO214,078 shares · 0.0% of their software$6.0M—
- CommvaultCVLT91,169 shares · 0.0% of their software$5.7MFlat
- GuidewireGWRE78,486 shares · 0.0% of their software · price −$1.9M$5.6MFlat
- Agora, Inc.API832,800 shares · 0.0% of their software · price −$2.8M$5.5MNew · +$8.3M
- ProgressPRGS108,032 shares · 0.0% of their software$4.9M+$655K
- Agilysys, Inc.AGYS100,913 shares · 0.0% of their software · price +$746K$4.8MFlat
- Riskified Ltd.RSKD895,339 shares · 0.0% of their software · price −$1.4M$4.0M−$8.5M
- AppianAPPN45,657 shares · 0.0% of their software · price −$615K$2.2M+$857K
- Payoneer Global Inc.PAYO533,502 shares · 0.0% of their software$2.1MFlat
- PagerDutyPD84,012 shares · 0.0% of their software · price −$791K$2.1M+$2.0M
- Bandwidth Inc.BAND101,989 shares · 0.0% of their software · price −$1.4M$1.9M+$573K
- Digital TurbineAPPS109,469 shares · 0.0% of their software · price −$2.9M$1.9M−$41.4M
- Clearwater AnalyticsCWAN136,700 shares · 0.0% of their software$1.6M—
- Ooma, Inc.OOMA131,263 shares · 0.0% of their software$1.6MFlat
- Priority Technology Holdings, Inc.PRTH393,116 shares · 0.0% of their software · price −$963K$1.3M−$5.4M
- Health CatalystHCAT88,759 shares · 0.0% of their software · price −$1.0M$1.3M−$74.8M
- Alarm.com Holdings, Inc.ALRM16,885 shares · 0.0% of their software$1.0M−$585K
- ePlus inc.PLUS18,092 shares · 0.0% of their software$961K−$674K
- Blend Labs, Inc.BLND400,680 shares · 0.0% of their software · price −$1.3M$946KFlat
- ProcorePCOR17,831 shares · 0.0% of their software$809K−$8.0M
- DigitalOceanDOCN16,670 shares · 0.0% of their software$690K−$163M
- BlackLineBL9,873 shares · 0.0% of their software$657K−$2.4M
- PaymentusPAY41,296 shares · 0.0% of their software$552K−$32.1M
- AmplitudeAMPL37,772 shares · 0.0% of their software$540KFlat
- YextYEXT108,376 shares · 0.0% of their software$518K−$19.8M
- LightspeedLSPD21,177 shares · 0.0% of their software$471K−$35.7M
- 8x8EGHT78,294 shares · 0.0% of their software$404K—
- JFrogFROG18,385 shares · 0.0% of their software$387KFlat
- Remitly Global, Inc.RELY35,665 shares · 0.0% of their software$273KFlat
- Radware Ltd.RDWR10,746 shares · 0.0% of their software$233KFlat
- BlackBerry LimitedBB27,322 shares · 0.0% of their software$147KFlat
- Donnelley Financial Solutions, Inc.DFIN3,868 shares · 0.0% of their software$114K−$2.0M
- PegasystemsPEGA2,216 shares · 0.0% of their software$107K−$4.8M
- InterDigital, Inc.IDCC1,583 shares · 0.0% of their software$97KFlat
- Bentley SystemsBSY2,848 shares · 0.0% of their software$95KFlat
- Cerence Inc.CRNC3,707 shares · 0.0% of their software$93KFlat
- ACI WorldwideACIW2,691 shares · 0.0% of their software$70KFlat
- EVERTEC, Inc.EVTC1,847 shares · 0.0% of their software$68KFlat
- Strategy IncMSTR383 shares · 0.0% of their software$63KFlat
- Cognyte Software Ltd.CGNT13,523 shares · 0.0% of their software$57K−$1.2M
- FastlyFSLY4,679 shares · 0.0% of their software$54K−$2.8M
- monday.comMNDY500 shares · 0.0% of their software$52K−$17.8M
- SoundThinking, Inc.SSTI1,390 shares · 0.0% of their software$37KFlat
- nCinoNCNO1,164 shares · 0.0% of their software$36KFlat
- AppFolioAPPF379 shares · 0.0% of their software$35KFlat
- CourseraCOUR2,366 shares · 0.0% of their software$34KFlat
- PAR Technology CorporationPAR793 shares · 0.0% of their software$30KFlat
- AsanaASAN1,578 shares · 0.0% of their software$28KFlat
- Q2QTWO723 shares · 0.0% of their software$28K−$2.6M
- PDF Solutions, Inc.PDFS1,136 shares · 0.0% of their software$24KFlat
- A10 Networks, Inc.ATEN1,629 shares · 0.0% of their software$23KFlat
- Daily Journal CorporationDJCO77 shares · 0.0% of their software$20KFlat
- AppLovinAPP561 shares · 0.0% of their software$19K−$516K
- Expensify, Inc.EXFY1,067 shares · 0.0% of their software$19KFlat
- Mitek Systems, Inc.MITK1,795 shares · 0.0% of their software$17KFlat
- DescartesDSGX245 shares · 0.0% of their software$16KFlat
- Commerce.com, Inc.CMRC865 shares · 0.0% of their software$14K−$3.3M
- i3 Verticals, Inc.IIIV407 shares · 0.0% of their software$10KFlat
- International Money Express, Inc.IMXI461 shares · 0.0% of their software$9KFlat
- Kaltura, Inc.KLTR4,680 shares · 0.0% of their software$9KNew · Flat
- OneSpan Inc.OSPN785 shares · 0.0% of their software$9KFlat
- Rackspace Technology, Inc.RXT1,240 shares · 0.0% of their software$9KFlat
- N-ableNABL768 shares · 0.0% of their software$7KFlat
- Rimini Street, Inc.RMNI978 shares · 0.0% of their software$6KFlat
- Kingsoft Cloud Holdings LimitedKC1,228 shares · 0.0% of their software$5KFlat
- Ribbon Communications Inc.RBBN1,736 shares · 0.0% of their software$5KFlat
- Veritone, Inc.VERI695 shares · 0.0% of their software$5KFlat
- PubMaticPUBM261 shares · 0.0% of their software$4KNew · Flat
- AvePointAVPT628 shares · 0.0% of their software$3KNew · Flat
- eGain CorporationEGAN307 shares · 0.0% of their software$3KFlat
- SmartRent, Inc.SMRT586 shares · 0.0% of their software$3KNew · Flat
- DHI Group, Inc.DHX382 shares · 0.0% of their software$2KFlat
- EverCommerceEVCM270 shares · 0.0% of their software$2KFlat
- FreshworksFRSH122 shares · 0.0% of their software$2K−$13.9M
- Materialise NVMTLS77 shares · 0.0% of their software$1KFlat
- Red Violet, Inc.RDVT45 shares · 0.0% of their software$1K−$809K
- Rekor Systems, Inc.REKR592 shares · 0.0% of their software$1KFlat
- SimilarwebSMWB73 shares · 0.0% of their software$1KFlat
- Zeta GlobalZETA183 shares · 0.0% of their software$1KNew · Flat