Generalist · Boston, MA
Fidelity
Q1 2023 · compared with Q4 2022
Filed as Fmr LLC
- Software
- $116B
- Weight of 13F
- 10.6%
- Names
- 211
- Net bought
- +$1.2B
Filed 11 May 2023 · SEC filing.
5,008 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
- MicrosoftMSFT200,523,373 shares · 50.0% of their software · price +$9.7B$57.8BFlat
- SalesforceCRM36,357,722 shares · 6.3% of their software · price +$2.4B$7.3B+$92.2M
- Uber Technologies, Inc.UBER134,375,074 shares · 3.7% of their software · price +$937M$4.3B+$167M
- AdobeADBE10,700,826 shares · 3.6% of their software · price +$523M$4.1B−$856M
- IntuitINTU5,771,415 shares · 2.2% of their software · price +$327M$2.6B−$386M
- Block, Inc.XYZ34,101,321 shares · 2.0% of their software · price +$198M$2.3B+$867M
- OracleORCL24,369,890 shares · 2.0% of their software · price +$272M$2.3B+$216M
- CadenceCDNS9,997,043 shares · 1.8% of their software · price +$494M$2.1B+$22.0M
- Amdocs LimitedDOX14,815,460 shares · 1.2% of their software · price +$76.0M$1.4B+$158M
- SynopsysSNPS3,436,957 shares · 1.1% of their software · price +$230M$1.3B+$134M
- Palo Alto NetworksPANW6,454,373 shares · 1.1% of their software · price +$389M$1.3B−$86.9M
- Fiserv, Inc.FISV11,185,985 shares · 1.1% of their software · price +$134M$1.3B+$583M
- HubSpotHUBS2,839,172 shares · 1.1% of their software · price +$396M$1.2B+$34.4M
- MongoDBMDB5,057,217 shares · 1.0% of their software · price +$183M$1.2B+$107M
- AutodeskADSK5,617,823 shares · 1.0% of their software · price +$120M$1.2B−$426M
- ServiceNowNOW2,272,889 shares · 0.9% of their software · price +$174M$1.1B+$62.8M
- CloudflareNET16,635,014 shares · 0.9% of their software · price +$274M$1.0BFlat
- ShopifySHOP20,912,825 shares · 0.9% of their software · price +$277M$1.0B+$164M
- WorkdayWDAY4,469,451 shares · 0.8% of their software · price +$175M$923M+$64.8M
- NutanixNTNX34,516,581 shares · 0.8% of their software · price −$2.1M$897MFlat
- VeriskVRSK4,166,007 shares · 0.7% of their software · price +$64.3M$799MFlat
- NICENICE3,457,045 shares · 0.7% of their software · price +$126M$791MFlat
- OktaOKTA8,822,954 shares · 0.7% of their software · price +$158M$761M+$45.5M
- SAPSAP5,593,398 shares · 0.6% of their software · price +$131M$708M+$15.9M
- DynatraceDT16,424,549 shares · 0.6% of their software · price +$65.7M$695M+$183M
- FortinetFTNT10,206,706 shares · 0.6% of their software · price +$179M$678M−$328M
- Automatic Data Processing, Inc.ADP2,998,839 shares · 0.6% of their software · price −$48.7M$668M−$69.5M
- TwilioTWLO9,589,225 shares · 0.6% of their software · price +$169M$639M+$103M
- SnowflakeSNOW3,420,395 shares · 0.5% of their software · price +$36.8M$528M+$36.1M
- Lyft, Inc.LYFT55,309,382 shares · 0.4% of their software · price −$96.8M$513M+$27.2M
- ToastTOST28,883,270 shares · 0.4% of their software · price −$8.1M$513M+$89.4M
- Paychex, Inc.PAYX4,380,489 shares · 0.4% of their software · price −$4.2M$502M+$183M
- TenableTENB10,450,436 shares · 0.4% of their software · price +$97.8M$497M−$26.0M
- PaycomPAYC1,629,628 shares · 0.4% of their software · price −$10.3M$495M+$214M
- ZoomZM6,171,801 shares · 0.4% of their software · price +$37.6M$456M+$92.3M
- Gen DigitalGEN26,341,601 shares · 0.4% of their software · price −$112M$452M+$64.1M
- ElasticESTC6,851,276 shares · 0.3% of their software · price +$43.8M$397M+$36.2M
- Roper Technologies, Inc.ROP828,516 shares · 0.3% of their software · price +$7.1M$365M−$152M
- VeevaVEEV1,963,980 shares · 0.3% of their software · price +$44.0M$361M−$383M
- OpenTextOTEX9,349,874 shares · 0.3% of their software · price +$83.3M$361M−$158M
- Five9FIVN4,440,890 shares · 0.3% of their software · price +$19.7M$321M+$42.3M
- GoDaddyGDDY3,864,703 shares · 0.3% of their software · price +$11.2M$300M−$186M
- BILLBILL3,542,479 shares · 0.2% of their software · price −$98.6M$287M+$191M
- SS&CSSNC4,927,879 shares · 0.2% of their software · price +$21.7M$278M−$111M
- DLocal LimitedDLO15,807,210 shares · 0.2% of their software · price +$10.3M$256M−$3.8M
- WixWIX2,451,981 shares · 0.2% of their software · price +$56.3M$245M+$4.8M
- PTCPTC1,885,759 shares · 0.2% of their software · price +$15.4M$242M−$11.7M
- DatadogDDOG3,251,174 shares · 0.2% of their software · price −$2.7M$236MFlat
- PhreesiaPHR7,116,719 shares · 0.2% of their software$230M−$25.1M
- Shift4 Payments, Inc.FOUR2,943,011 shares · 0.2% of their software · price +$58.5M$223M−$6.3M
- UiPathPATH12,582,776 shares · 0.2% of their software · price +$61.0M$221M+$13.8M
- Strategy IncMSTR746,109 shares · 0.2% of their software · price +$112M$218M+$91.9M
- Upbound Group, Inc.UPBD8,359,312 shares · 0.2% of their software · price +$16.4M$205MFlat
- AtlassianTEAM1,142,879 shares · 0.2% of their software · price +$48.6M$196M−$13.2M
- The Trade DeskTTD3,046,089 shares · 0.2% of their software · price +$49.0M$186M−$2.3M
- AkamaiAKAM2,346,162 shares · 0.2% of their software · price −$14.1M$184M−$17.7M
- WorkivaWK1,747,793 shares · 0.2% of their software · price +$32.2M$179M+$28.5M
- Intapp, Inc.INTA3,898,837 shares · 0.2% of their software · price +$77.6M$175MFlat
- Check PointCHKP1,332,514 shares · 0.1% of their software · price +$5.1M$173M−$3.0M
- PagSeguro Digital Ltd.PAGS20,205,336 shares · 0.1% of their software · price −$3.4M$173MFlat
- DoximityDOCS5,241,626 shares · 0.1% of their software · price −$6.2M$170M−$105M
- CrowdStrikeCRWD1,210,108 shares · 0.1% of their software · price +$38.7M$166M−$6.7M
- Manhattan AssociatesMANH1,006,593 shares · 0.1% of their software · price +$33.7M$156MFlat
- DuolingoDUOL983,866 shares · 0.1% of their software · price +$70.3M$140M+$27.5M
- DoubleVerifyDV4,339,102 shares · 0.1% of their software · price +$35.5M$131M−$8.0M
- Thryv Holdings, Inc.THRY5,212,204 shares · 0.1% of their software · price +$21.2M$120MFlat
- BlackbaudBLKB1,721,273 shares · 0.1% of their software · price +$18.0M$119M−$3.5M
- StoneCo Ltd.STNE11,703,891 shares · 0.1% of their software · price +$1.2M$112M+$19.0M
- Endava plcDAVA1,560,795 shares · 0.1% of their software · price −$14.5M$105M+$78.0M
- ZoomInfoZI4,198,354 shares · 0.1% of their software$104M—
- ZscalerZS864,031 shares · 0.1% of their software · price +$4.3M$101M−$1.5M
- Euronet Worldwide, Inc.EEFT878,154 shares · 0.1% of their software · price +$15.4M$98.3M−$10.4M
- WEX Inc.WEX527,606 shares · 0.1% of their software · price +$10.7M$97.0M+$11.1M
- DropboxDBX3,979,093 shares · 0.1% of their software · price −$3.0M$86.0M+$25.0M
- MorningstarMORN410,501 shares · 0.1% of their software · price −$5.6M$83.3M−$12.0M
- FastlyFSLY4,555,485 shares · 0.1% of their software · price +$43.6M$80.9M+$25.5M
- Global-EGLBE2,323,873 shares · 0.1% of their software · price +$26.9M$74.9M−$53.8M
- Clear Secure, Inc.YOU2,789,023 shares · 0.1% of their software · price −$3.5M$73.0MFlat
- CertaraCERT2,991,228 shares · 0.1% of their software · price +$24.0M$72.1M+$1.2M
- Remitly Global, Inc.RELY4,061,441 shares · 0.1% of their software · price +$22.3M$68.8M+$45.9M
- Sprout SocialSPT1,090,709 shares · 0.1% of their software · price +$4.8M$66.4M−$5.7M
- LightspeedLSPD4,199,338 shares · 0.1% of their software · price +$3.7M$63.8M+$57.0M
- MagniteMGNI6,804,918 shares · 0.1% of their software · price −$9.1M$63.0M+$7.2M
- QualysQLYS478,203 shares · 0.1% of their software · price +$8.5M$62.2M−$1.1M
- DocuSignDOCU1,045,112 shares · 0.1% of their software · price +$3.0M$60.9M+$32.0M
- SamsaraIOT2,828,148 shares · 0.0% of their software · price +$20.6M$55.8M+$11.3M
- VeriSign, Inc.VRSN260,532 shares · 0.0% of their software · price +$1.5M$55.1M−$11.5M
- Repay Holdings CorporationRPAY7,700,805 shares · 0.0% of their software · price −$11.4M$50.6MFlat
- CoStarCSGP724,143 shares · 0.0% of their software · price −$6.1M$49.9M−$37.4M
- PaylocityPCTY245,189 shares · 0.0% of their software · price +$1.1M$48.7M−$5.5M
- Fair IsaacFICO65,390 shares · 0.0% of their software · price +$6.8M$45.9M−$20.1M
- FactSetFDS100,788 shares · 0.0% of their software · price +$1.4M$41.8M+$3.9M
- SPS CommerceSPSC262,873 shares · 0.0% of their software · price +$6.3M$40.0M−$2.7M
- NetApp, Inc.NTAP612,512 shares · 0.0% of their software · price +$2.3M$39.1M−$7.8M
- RingCentralRNG1,268,562 shares · 0.0% of their software · price −$6.0M$38.9M+$11.4M
- TeradataTDC898,950 shares · 0.0% of their software · price +$6.0M$36.2M+$12.3M
- SchrödingerSDGR1,362,204 shares · 0.0% of their software · price +$10.4M$35.9M+$16.5M
- VaronisVRNS1,307,012 shares · 0.0% of their software · price +$2.7M$34.0M+$5.7M
- Rapid7RPD739,775 shares · 0.0% of their software · price +$8.8M$34.0M−$34.5M
- SentinelOneS1,888,372 shares · 0.0% of their software · price +$3.3M$30.9M+$3.7M
- Alight, Inc.ALIT2,488,637 shares · 0.0% of their software · price +$2.1M$22.9MFlat
- GuidewireGWRE267,011 shares · 0.0% of their software · price +$5.2M$21.9M+$4.9M
- F5, Inc.FFIV145,217 shares · 0.0% of their software$21.2M−$5.8M
- Tyler TechnologiesTYL54,349 shares · 0.0% of their software · price +$1.8M$19.3M+$8.4M
- Agilysys, Inc.AGYS203,122 shares · 0.0% of their software · price +$685K$16.8M+$12.4M
- FlywireFLYW554,479 shares · 0.0% of their software · price +$2.7M$16.3M−$24.2M
- TrimbleTRMB295,583 shares · 0.0% of their software · price +$550K$15.5M−$16.8M
- Simulations PlusSLP351,885 shares · 0.0% of their software · price +$2.6M$15.5MFlat
- AlkamiALKT1,139,158 shares · 0.0% of their software · price −$2.2M$14.4MFlat
- NetScout Systems, Inc.NTCT465,907 shares · 0.0% of their software · price −$1.8M$13.3MFlat
- BoxBOX417,564 shares · 0.0% of their software · price −$1.8M$11.2M−$18.5M
- BlackLineBL145,431 shares · 0.0% of their software$9.8M−$3.0M
- BroadridgeBR63,884 shares · 0.0% of their software · price +$795K$9.4MFlat
- Commerce.com, Inc.CMRC1,047,350 shares · 0.0% of their software$9.4MFlat
- Bentley SystemsBSY204,433 shares · 0.0% of their software · price +$1.2M$8.8MFlat
- BrazeBRZE249,427 shares · 0.0% of their software · price +$1.8M$8.6MFlat
- Viant Technology Inc.DSP1,951,258 shares · 0.0% of their software · price +$644K$8.5MFlat
- DigitalOceanDOCN202,515 shares · 0.0% of their software · price +$2.8M$7.9M+$5.1M
- CCC Intelligent Solutions Holdings Inc.CCC661,132 shares · 0.0% of their software$5.9MFlat
- CommvaultCVLT93,981 shares · 0.0% of their software · price −$573K$5.3M+$505K
- UnityU152,617 shares · 0.0% of their software · price +$588K$5.0M−$1.6M
- DomoDOMO338,176 shares · 0.0% of their software$4.8M—
- LiveRamp Holdings, Inc.RAMP214,713 shares · 0.0% of their software$4.7M−$2.0M
- YextYEXT397,424 shares · 0.0% of their software · price +$1.2M$3.8MFlat
- Q2QTWO145,634 shares · 0.0% of their software$3.6M+$1.4M
- Bandwidth Inc.BAND234,996 shares · 0.0% of their software · price −$1.8M$3.6MFlat
- Grab Holdings LimitedGRAB1,174,383 shares · 0.0% of their software$3.5M+$3.7M
- Payoneer Global Inc.PAYO546,317 shares · 0.0% of their software$3.4MFlat
- GitLabGTLB96,756 shares · 0.0% of their software · price −$1.1M$3.3M+$3.9M
- Agora, Inc.API838,621 shares · 0.0% of their software$3.0MFlat
- Health CatalystHCAT254,142 shares · 0.0% of their software$3.0M+$655K
- Calix, Inc.CALX53,516 shares · 0.0% of their software · price −$794K$2.9M−$2.2M
- Telos CorporationTLS1,015,379 shares · 0.0% of their software · price −$2.6M$2.6MFlat
- PalantirPLTR295,898 shares · 0.0% of their software · price +$601K$2.5M−$706K
- PagerDutyPD65,730 shares · 0.0% of their software · price +$553K$2.3MFlat
- Sportradar Group AGSRAD196,554 shares · 0.0% of their software$2.3MNew · +$2.0M
- ProgressPRGS33,860 shares · 0.0% of their software$1.9M−$1.1M
- ePlus inc.PLUS35,439 shares · 0.0% of their software$1.7MFlat
- Ooma, Inc.OOMA134,463 shares · 0.0% of their software$1.7MFlat
- Blend Labs, Inc.BLND1,688,073 shares · 0.0% of their software · price −$750K$1.7M−$699K
- Paysafe LimitedPSFE83,816 shares · 0.0% of their software$1.4M+$622K
- Riskified Ltd.RSKD252,114 shares · 0.0% of their software$1.4M−$8.0M
- 8x8EGHT238,192 shares · 0.0% of their software$993K—
- AmplitudeAMPL33,620 shares · 0.0% of their software$418KFlat
- PDF Solutions, Inc.PDFS7,747 shares · 0.0% of their software$328KFlat
- JFrogFROG15,696 shares · 0.0% of their software$309KFlat
- AppLovinAPP13,322 shares · 0.0% of their software$210KFlat
- ProcorePCOR2,887 shares · 0.0% of their software$181KFlat
- DescartesDSGX1,574 shares · 0.0% of their software$127KFlat
- C3.aiAI3,492 shares · 0.0% of their software$117KFlat
- Cerence Inc.CRNC4,147 shares · 0.0% of their software$116KFlat
- PegasystemsPEGA2,305 shares · 0.0% of their software$112K−$1.9M
- Donnelley Financial Solutions, Inc.DFIN2,612 shares · 0.0% of their software$107KFlat
- ACI WorldwideACIW3,312 shares · 0.0% of their software$89KFlat
- Alarm.com Holdings, Inc.ALRM1,724 shares · 0.0% of their software$87KFlat
- AppianAPPN1,902 shares · 0.0% of their software$84KFlat
- InterDigital, Inc.IDCC1,150 shares · 0.0% of their software$84KFlat
- AppFolioAPPF604 shares · 0.0% of their software$75KFlat
- monday.comMNDY500 shares · 0.0% of their software$71KFlat
- Radware Ltd.RDWR3,168 shares · 0.0% of their software$68KFlat
- AsanaASAN3,065 shares · 0.0% of their software$65KFlat
- EVERTEC, Inc.EVTC1,838 shares · 0.0% of their software$62KFlat
- SoundThinking, Inc.SSTI1,527 shares · 0.0% of their software$60KFlat
- Digital TurbineAPPS4,802 shares · 0.0% of their software$59KFlat
- Consensus Cloud Solutions, Inc.CCSI1,726 shares · 0.0% of their software$59K−$7.6M
- SemrushSEMR3,905 shares · 0.0% of their software$39K—
- OneSpan Inc.OSPN2,084 shares · 0.0% of their software$36KFlat
- SprinklrCXM2,661 shares · 0.0% of their software$34KFlat
- PAR Technology CorporationPAR992 shares · 0.0% of their software$34KFlat
- Zeta GlobalZETA2,861 shares · 0.0% of their software$31KFlat
- PaymentusPAY3,289 shares · 0.0% of their software$29KFlat
- A10 Networks, Inc.ATEN1,844 shares · 0.0% of their software$29KFlat
- International Money Express, Inc.IMXI1,070 shares · 0.0% of their software$28KFlat
- Adeia Inc.ADEA2,988 shares · 0.0% of their software$26KFlat
- Mitek Systems, Inc.MITK2,631 shares · 0.0% of their software$25KFlat
- Xperi Inc.XPER2,270 shares · 0.0% of their software$25KFlat
- Daily Journal CorporationDJCO86 shares · 0.0% of their software$25KFlat
- nCinoNCNO931 shares · 0.0% of their software$23KFlat
- Sabre CorporationSABR5,078 shares · 0.0% of their software$22K−$30.1M
- CS Disco, Inc.LAW2,882 shares · 0.0% of their software$19KFlat
- N-ableNABL1,445 shares · 0.0% of their software$19KFlat
- i3 Verticals, Inc.IIIV716 shares · 0.0% of their software$18KFlat
- EverCommerceEVCM1,405 shares · 0.0% of their software$15KFlat
- CourseraCOUR1,235 shares · 0.0% of their software$14KFlat
- Definitive HealthcareDH1,238 shares · 0.0% of their software$13KFlat
- Rekor Systems, Inc.REKR9,672 shares · 0.0% of their software$12KFlat
- Red Violet, Inc.RDVT653 shares · 0.0% of their software$11KFlat
- Ribbon Communications Inc.RBBN3,246 shares · 0.0% of their software$11KFlat
- Nerdy Inc.NRDY2,218 shares · 0.0% of their software$9KFlat
- Tucows Inc.TCX456 shares · 0.0% of their software$9K−$11.0M
- FreshworksFRSH560 shares · 0.0% of their software$9KFlat
- Rimini Street, Inc.RMNI2,021 shares · 0.0% of their software$8KFlat
- Rackspace Technology, Inc.RXT3,986 shares · 0.0% of their software$7KFlat
- PubMaticPUBM442 shares · 0.0% of their software$6KFlat
- DHI Group, Inc.DHX1,413 shares · 0.0% of their software$5KFlat
- Immersion CorporationIMMR570 shares · 0.0% of their software$5KFlat
- SmartRent, Inc.SMRT1,810 shares · 0.0% of their software$5KFlat
- Veritone, Inc.VERI785 shares · 0.0% of their software$5KFlat
- VertexVERX176 shares · 0.0% of their software$4KFlat
- AvePointAVPT752 shares · 0.0% of their software$3KFlat
- Kaltura, Inc.KLTR1,526 shares · 0.0% of their software$3KFlat
- eGain CorporationEGAN371 shares · 0.0% of their software$3KFlat
- BlackBerry LimitedBB508 shares · 0.0% of their software$2KFlat
- Priority Technology Holdings, Inc.PRTH605 shares · 0.0% of their software$2KFlat
- NextNav Inc.NN760 shares · 0.0% of their software$2KFlat
- Yalla Group LimitedYALA255 shares · 0.0% of their software$1KFlat
- Cognyte Software Ltd.CGNT83 shares · 0.0% of their software$281Flat
- Clearwater AnalyticsCWAN6 shares · 0.0% of their software$96—
- SoundHound AI, Inc.SOUN27 shares · 0.0% of their software$75New · Flat
- SimilarwebSMWB6 shares · 0.0% of their software$41Flat
- Rocket One Inc.RKTO15 shares · 0.0% of their software$31Flat