Generalist · Boston, MA
Fidelity
Q3 2022 · compared with Q2 2022
Filed as Fmr LLC
- Software
- $92.3B
- Weight of 13F
- 9.6%
- Names
- 197
- Net bought
- +$2.1B
Filed 10 November 2022 · SEC filing.
4,559 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
- MicrosoftMSFT204,088,395 shares · 51.5% of their software · price −$4.9B$47.5B−$800M
- SalesforceCRM43,002,864 shares · 6.7% of their software · price −$912M$6.2B−$986M
- AdobeADBE14,277,086 shares · 4.3% of their software · price −$1.3B$3.9BFlat
- Uber Technologies, Inc.UBER107,683,296 shares · 3.1% of their software · price +$650M$2.9B+$581M
- IntuitINTU7,042,124 shares · 3.0% of their software · price +$13.2M$2.7B−$275M
- CadenceCDNS10,031,996 shares · 1.8% of their software · price +$134M$1.6B−$46.8M
- AutodeskADSK7,652,491 shares · 1.5% of their software · price +$114M$1.4B+$411M
- OracleORCL19,355,732 shares · 1.3% of their software · price −$170M$1.2B+$64.6M
- CloudflareNET19,549,634 shares · 1.2% of their software · price +$226M$1.1B+$135M
- SynopsysSNPS3,425,346 shares · 1.1% of their software · price +$6.2M$1.0B+$76.1M
- Amdocs LimitedDOX12,559,440 shares · 1.1% of their software · price −$48.5M$998M−$17.3M
- MongoDBMDB4,541,377 shares · 1.0% of their software · price −$277M$902M+$289M
- Palo Alto NetworksPANW4,837,821 shares · 0.9% of their software · price −$1.6B$792M+$1.5B
- Automatic Data Processing, Inc.ADP3,377,747 shares · 0.8% of their software · price +$54.6M$764M+$71.3M
- SnowflakeSNOW4,387,501 shares · 0.8% of their software · price +$136M$746M+$152M
- VeriskVRSK4,162,591 shares · 0.8% of their software · price −$10.7M$710M+$8.1M
- NutanixNTNX34,054,812 shares · 0.8% of their software · price +$211M$709M+$6.2M
- TwilioTWLO10,107,785 shares · 0.8% of their software · price −$148M$699M+$61.8M
- HubSpotHUBS2,584,128 shares · 0.8% of their software · price −$78.9M$698M+$168M
- ServiceNowNOW1,822,602 shares · 0.7% of their software · price −$178M$688M+$135M
- Lyft, Inc.LYFT51,607,927 shares · 0.7% of their software · price −$5.7M$680M+$146M
- NICENICE3,549,806 shares · 0.7% of their software · price −$14.9M$668M+$39.5M
- Gen DigitalGEN26,027,227 shares · 0.6% of their software · price −$47.4M$524M+$50.0M
- GoDaddyGDDY7,297,248 shares · 0.6% of their software · price +$9.6M$517M−$25.7M
- WorkdayWDAY3,351,437 shares · 0.6% of their software · price +$42.4M$510M−$53.7M
- OktaOKTA8,801,480 shares · 0.5% of their software · price −$295M$501M+$371M
- ElasticESTC6,175,966 shares · 0.5% of their software · price +$25.1M$443M+$19.4M
- Roper Technologies, Inc.ROP1,222,828 shares · 0.5% of their software · price −$42.8M$440M−$122M
- DynatraceDT12,299,839 shares · 0.5% of their software · price −$56.9M$428M+$42.7M
- Block, Inc.XYZ7,672,699 shares · 0.5% of their software · price −$49.6M$422M+$32.3M
- SAPSAP5,126,104 shares · 0.5% of their software · price −$48.5M$416M+$20.7M
- FortinetFTNT8,028,632 shares · 0.4% of their software · price −$59.8M$394M+$34.7M
- TenableTENB11,260,254 shares · 0.4% of their software · price −$119M$392M−$17.3M
- OpenTextOTEX14,627,603 shares · 0.4% of their software · price −$167M$387MFlat
- CrowdStrikeCRWD1,940,673 shares · 0.3% of their software · price −$7.3M$320M+$24.8M
- SS&CSSNC6,471,333 shares · 0.3% of their software · price −$66.8M$309MFlat
- PaycomPAYC853,709 shares · 0.3% of their software · price +$42.6M$282M+$42.8M
- ZoomInfoZI6,554,258 shares · 0.3% of their software$273M—
- Fiserv, Inc.FISV2,861,969 shares · 0.3% of their software · price +$13.2M$268M+$121M
- PagSeguro Digital Ltd.PAGS20,205,288 shares · 0.3% of their software · price +$60.4M$267M+$25.4M
- DatadogDDOG2,911,593 shares · 0.3% of their software · price −$18.8M$258M−$62.3M
- PTCPTC2,453,913 shares · 0.3% of their software · price −$4.3M$257M−$8.8M
- ShopifySHOP9,111,144 shares · 0.3% of their software · price −$39.2M$245M−$8.8M
- DLocal LimitedDLO11,409,550 shares · 0.3% of their software · price −$65.4M$234M−$4.3M
- ZoomZM3,103,868 shares · 0.2% of their software · price −$107M$228M−$247M
- Five9FIVN2,992,570 shares · 0.2% of their software · price −$48.4M$224M+$66.8M
- AkamaiAKAM2,732,423 shares · 0.2% of their software · price −$30.1M$219MFlat
- ToastTOST12,607,181 shares · 0.2% of their software · price +$47.7M$211M+$85.3M
- Paychex, Inc.PAYX1,830,256 shares · 0.2% of their software · price −$3.0M$205M+$79.2M
- PhreesiaPHR7,875,299 shares · 0.2% of their software · price +$3.7M$201M+$41.5M
- DoximityDOCS6,568,933 shares · 0.2% of their software · price −$30.2M$199M−$40.7M
- Check PointCHKP1,643,626 shares · 0.2% of their software · price −$16.0M$184M−$2.3M
- BILLBILL1,296,092 shares · 0.2% of their software · price +$29.1M$172M+$34.5M
- The Trade DeskTTD2,851,498 shares · 0.2% of their software · price +$50.9M$170M−$10.0M
- WixWIX2,008,100 shares · 0.2% of their software · price +$25.5M$157M+$14.6M
- Upbound Group, Inc.UPBD8,800,816 shares · 0.2% of their software · price −$17.1M$154M+$18.4M
- Global-EGLBE5,671,446 shares · 0.2% of their software · price +$37.4M$152M−$14.2M
- ZscalerZS907,462 shares · 0.2% of their software · price +$13.5M$149M+$8.8M
- DoubleVerifyDV5,176,760 shares · 0.2% of their software · price +$24.2M$142M−$2.8M
- UiPathPATH10,315,074 shares · 0.1% of their software · price −$57.6M$130M+$56.8M
- MorningstarMORN599,142 shares · 0.1% of their software · price −$17.7M$127M−$53.3M
- VeevaVEEV766,132 shares · 0.1% of their software · price −$25.4M$126M−$53.8M
- Manhattan AssociatesMANH921,541 shares · 0.1% of their software · price +$17.0M$123M−$2.7M
- Rapid7RPD2,844,951 shares · 0.1% of their software · price −$68.0M$122MFlat
- Thryv Holdings, Inc.THRY5,165,697 shares · 0.1% of their software · price +$2.3M$118MFlat
- TrimbleTRMB1,784,675 shares · 0.1% of their software · price −$7.1M$96.9M−$26.2M
- CoStarCSGP1,253,099 shares · 0.1% of their software · price +$11.6M$87.3M−$9.8M
- BlackbaudBLKB1,951,990 shares · 0.1% of their software · price −$27.3M$86.0M−$1.3M
- StoneCo Ltd.STNE8,000,784 shares · 0.1% of their software · price +$14.6M$76.2M+$8.7M
- Shift4 Payments, Inc.FOUR1,698,558 shares · 0.1% of their software · price +$19.6M$75.8M−$43.8M
- Sprout SocialSPT1,247,379 shares · 0.1% of their software · price +$3.3M$75.7M+$1.1M
- QualysQLYS524,485 shares · 0.1% of their software · price +$6.9M$73.1M+$24.7M
- WEX Inc.WEX573,708 shares · 0.1% of their software · price −$16.4M$72.8M−$3.5M
- WorkivaWK906,889 shares · 0.1% of their software · price +$10.7M$70.6M+$16.3M
- Euronet Worldwide, Inc.EEFT901,931 shares · 0.1% of their software · price −$22.4M$68.3MFlat
- DropboxDBX3,082,416 shares · 0.1% of their software · price −$832K$63.9M−$1.3M
- Intapp, Inc.INTA3,376,501 shares · 0.1% of their software · price +$13.6M$63.0M−$15.0M
- Clear Secure, Inc.YOU2,605,372 shares · 0.1% of their software · price +$7.5M$59.6M+$24.6M
- PaylocityPCTY242,733 shares · 0.1% of their software · price +$16.3M$58.6M+$2.0M
- VeriSign, Inc.VRSN308,605 shares · 0.1% of their software · price +$2.0M$53.6M+$18.5M
- Repay Holdings CorporationRPAY7,211,401 shares · 0.1% of their software · price −$41.8M$50.9M+$10.7M
- Endava plcDAVA548,196 shares · 0.0% of their software · price −$4.2M$44.2M+$3.4M
- RingCentralRNG1,094,637 shares · 0.0% of their software · price −$13.5M$43.7M+$44.5M
- FlywireFLYW1,789,166 shares · 0.0% of their software · price +$9.5M$41.1M−$1.9M
- CertaraCERT2,894,737 shares · 0.0% of their software · price −$23.7M$38.4MFlat
- MagniteMGNI5,738,328 shares · 0.0% of their software · price −$13.3M$37.7MFlat
- CCC Intelligent Solutions Holdings Inc.CCC4,016,216 shares · 0.0% of their software$36.5M−$15.5M
- SPS CommerceSPSC288,462 shares · 0.0% of their software · price +$3.2M$35.8M−$2.9M
- GitLabGTLB694,265 shares · 0.0% of their software · price −$1.3M$35.6M+$3.4M
- FactSetFDS82,727 shares · 0.0% of their software · price +$1.3M$33.1M+$1.8M
- NetApp, Inc.NTAP525,933 shares · 0.0% of their software · price −$1.8M$32.5M+$13.2M
- VaronisVRNS1,170,615 shares · 0.0% of their software · price −$3.3M$31.0M+$5.4M
- Definitive HealthcareDH1,915,997 shares · 0.0% of their software · price −$14.2M$29.8MFlat
- BoxBOX1,164,547 shares · 0.0% of their software · price −$873K$28.4M−$4.4M
- SentinelOneS1,063,311 shares · 0.0% of their software · price +$2.4M$27.2M+$5.1M
- DuolingoDUOL272,332 shares · 0.0% of their software · price +$2.1M$25.9M+$5.9M
- Sabre CorporationSABR4,879,802 shares · 0.0% of their software · price −$3.3M$25.1MFlat
- Payoneer Global Inc.PAYO3,466,542 shares · 0.0% of their software · price +$7.4M$21.0M+$11.5M
- F5, Inc.FFIV144,578 shares · 0.0% of their software · price −$1.2M$20.9M+$13.0M
- Alight, Inc.ALIT2,439,238 shares · 0.0% of their software · price +$1.4M$17.9M−$41.8M
- Simulations PlusSLP354,840 shares · 0.0% of their software$17.2M+$1.6M
- AlkamiALKT1,112,455 shares · 0.0% of their software · price +$1.3M$16.7MFlat
- Tyler TechnologiesTYL47,244 shares · 0.0% of their software · price +$710K$16.4M+$7.5M
- BroadridgeBR113,009 shares · 0.0% of their software$16.3M+$3.2M
- SchrödingerSDGR625,705 shares · 0.0% of their software · price −$895K$15.6M−$1.4M
- TeradataTDC484,595 shares · 0.0% of their software · price −$2.9M$15.1M+$1.5M
- NetScout Systems, Inc.NTCT456,306 shares · 0.0% of their software · price −$1.2M$14.3M−$5.9M
- DocuSignDOCU227,961 shares · 0.0% of their software · price −$891K$12.2MFlat
- Tucows Inc.TCX325,296 shares · 0.0% of their software · price −$2.3M$12.2MFlat
- Telos CorporationTLS1,227,379 shares · 0.0% of their software · price +$994K$10.9MFlat
- BrazeBRZE278,130 shares · 0.0% of their software$9.7MFlat
- Fair IsaacFICO21,125 shares · 0.0% of their software$8.7MFlat
- Calix, Inc.CALX137,806 shares · 0.0% of their software · price +$3.7M$8.4M−$7.4M
- Viant Technology Inc.DSP1,938,487 shares · 0.0% of their software · price −$1.7M$8.2MFlat
- LiveRamp Holdings, Inc.RAMP433,226 shares · 0.0% of their software · price −$3.3M$7.9M+$2.2M
- Consensus Cloud Solutions, Inc.CCSI143,766 shares · 0.0% of their software · price +$520K$6.8MFlat
- PalantirPLTR783,271 shares · 0.0% of their software · price −$736K$6.4M−$953K
- GuidewireGWRE91,905 shares · 0.0% of their software · price −$865K$5.7M+$953K
- SamsaraIOT460,482 shares · 0.0% of their software$5.6M−$1.1M
- DomoDOMO256,706 shares · 0.0% of their software$4.6M—
- Agilysys, Inc.AGYS74,124 shares · 0.0% of their software · price +$599K$4.1M−$1.3M
- ProgressPRGS87,924 shares · 0.0% of their software$3.7M−$911K
- CommvaultCVLT69,548 shares · 0.0% of their software · price −$686K$3.7M−$1.4M
- LightspeedLSPD194,430 shares · 0.0% of their software · price −$918K$3.4M+$3.9M
- Agora, Inc.API832,800 shares · 0.0% of their software · price −$2.4M$3.0MFlat
- UnityU76,367 shares · 0.0% of their software$2.4M−$27.9M
- Bandwidth Inc.BAND190,704 shares · 0.0% of their software · price −$1.3M$2.3M+$1.7M
- PagerDutyPD83,045 shares · 0.0% of their software$1.9MFlat
- PegasystemsPEGA57,611 shares · 0.0% of their software · price −$904K$1.9M+$2.7M
- YextYEXT389,642 shares · 0.0% of their software$1.7M+$1.3M
- Ooma, Inc.OOMA130,837 shares · 0.0% of their software$1.6MFlat
- Remitly Global, Inc.RELY144,151 shares · 0.0% of their software$1.6M+$831K
- Q2QTWO37,265 shares · 0.0% of their software$1.2M+$1.4M
- AppianAPPN28,925 shares · 0.0% of their software$1.2M−$792K
- Blend Labs, Inc.BLND420,471 shares · 0.0% of their software$929KFlat
- ePlus inc.PLUS16,354 shares · 0.0% of their software$680KFlat
- BlackLineBL10,259 shares · 0.0% of their software$614KFlat
- 8x8EGHT175,052 shares · 0.0% of their software$604K—
- AmplitudeAMPL38,964 shares · 0.0% of their software$603KFlat
- Health CatalystHCAT54,887 shares · 0.0% of their software$532KFlat
- JFrogFROG22,638 shares · 0.0% of their software$500KFlat
- Radware Ltd.RDWR19,152 shares · 0.0% of their software$417KFlat
- PaymentusPAY41,048 shares · 0.0% of their software$399KFlat
- DigitalOceanDOCN8,454 shares · 0.0% of their software$305KFlat
- ProcorePCOR4,210 shares · 0.0% of their software$208K−$618K
- BlackBerry LimitedBB35,331 shares · 0.0% of their software$167KFlat
- Alarm.com Holdings, Inc.ALRM2,155 shares · 0.0% of their software$140K−$911K
- Bentley SystemsBSY4,031 shares · 0.0% of their software$124KFlat
- Donnelley Financial Solutions, Inc.DFIN2,610 shares · 0.0% of their software$97KFlat
- Strategy IncMSTR445 shares · 0.0% of their software$94KFlat
- nCinoNCNO2,611 shares · 0.0% of their software$89KFlat
- AppLovinAPP4,011 shares · 0.0% of their software$78KFlat
- EVERTEC, Inc.EVTC2,495 shares · 0.0% of their software$78KFlat
- PubMaticPUBM4,033 shares · 0.0% of their software$67KFlat
- AsanaASAN2,817 shares · 0.0% of their software$63KFlat
- monday.comMNDY500 shares · 0.0% of their software$57KFlat
- Digital TurbineAPPS3,650 shares · 0.0% of their software$52K−$1.8M
- AppFolioAPPF488 shares · 0.0% of their software$51KFlat
- ACI WorldwideACIW2,230 shares · 0.0% of their software$46KFlat
- Grab Holdings LimitedGRAB17,310 shares · 0.0% of their software$45KNew · Flat
- PDF Solutions, Inc.PDFS1,836 shares · 0.0% of their software$45KFlat
- Cerence Inc.CRNC2,771 shares · 0.0% of their software$44KFlat
- SoundThinking, Inc.SSTI1,436 shares · 0.0% of their software$41KFlat
- InterDigital, Inc.IDCC884 shares · 0.0% of their software$36KFlat
- Mitek Systems, Inc.MITK3,349 shares · 0.0% of their software$30KFlat
- CourseraCOUR2,506 shares · 0.0% of their software$27KFlat
- A10 Networks, Inc.ATEN1,784 shares · 0.0% of their software$24KFlat
- Riskified Ltd.RSKD5,922 shares · 0.0% of their software$23K−$3.9M
- N-ableNABL2,193 shares · 0.0% of their software$20KFlat
- FastlyFSLY2,105 shares · 0.0% of their software$19KFlat
- PAR Technology CorporationPAR654 shares · 0.0% of their software$19KFlat
- Commerce.com, Inc.CMRC1,208 shares · 0.0% of their software$18KFlat
- International Money Express, Inc.IMXI771 shares · 0.0% of their software$18KFlat
- DescartesDSGX244 shares · 0.0% of their software$16KFlat
- Kaltura, Inc.KLTR4,506 shares · 0.0% of their software$10KFlat
- C3.aiAI720 shares · 0.0% of their software$9K−$33.0M
- Daily Journal CorporationDJCO34 shares · 0.0% of their software$9KFlat
- EverCommerceEVCM778 shares · 0.0% of their software$9KFlat
- OneSpan Inc.OSPN1,090 shares · 0.0% of their software$9KFlat
- Rimini Street, Inc.RMNI2,037 shares · 0.0% of their software$9KFlat
- DHI Group, Inc.DHX1,411 shares · 0.0% of their software$8KFlat
- Veritone, Inc.VERI1,391 shares · 0.0% of their software$8KFlat
- Zeta GlobalZETA1,138 shares · 0.0% of their software$8KFlat
- AvePointAVPT1,838 shares · 0.0% of their software$7KFlat
- Rackspace Technology, Inc.RXT1,640 shares · 0.0% of their software$7KFlat
- i3 Verticals, Inc.IIIV246 shares · 0.0% of their software$5KFlat
- NextNav Inc.NN1,775 shares · 0.0% of their software$5KNew · Flat
- Cognyte Software Ltd.CGNT990 shares · 0.0% of their software$4KFlat
- Nerdy Inc.NRDY1,797 shares · 0.0% of their software$4KNew · Flat
- Ribbon Communications Inc.RBBN1,840 shares · 0.0% of their software$4KFlat
- eGain CorporationEGAN399 shares · 0.0% of their software$3KFlat
- Expensify, Inc.EXFY234 shares · 0.0% of their software$3KFlat
- SmartRent, Inc.SMRT1,376 shares · 0.0% of their software$3KFlat
- CS Disco, Inc.LAW205 shares · 0.0% of their software$2KNew · Flat
- Priority Technology Holdings, Inc.PRTH370 shares · 0.0% of their software$2K−$1.3M
- Red Violet, Inc.RDVT90 shares · 0.0% of their software$2KFlat
- Yalla Group LimitedYALA255 shares · 0.0% of their software$1KNew · Flat