Generalist · Boston, MA
Fidelity
Q3 2023 · compared with Q2 2023
Filed as Fmr LLC
- Software
- $135B
- Weight of 13F
- 11.7%
- Names
- 221
- Net bought
- +$706M
Filed 13 November 2023 · SEC filing.
5,090 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
- MicrosoftMSFT215,874,152 shares · 50.6% of their software · price −$5.4B$68.2B+$2.0B
- SalesforceCRM36,070,985 shares · 5.4% of their software · price −$306M$7.3B−$381M
- Uber Technologies, Inc.UBER129,914,726 shares · 4.4% of their software · price +$366M$6.0B−$614M
- AdobeADBE9,988,653 shares · 3.8% of their software · price +$209M$5.1B−$254M
- OracleORCL31,479,874 shares · 2.5% of their software · price −$415M$3.3B−$242M
- IntuitINTU5,636,635 shares · 2.1% of their software · price +$297M$2.9B+$122M
- CadenceCDNS9,818,403 shares · 1.7% of their software · price −$2.2M$2.3B−$42.7M
- ServiceNowNOW4,036,796 shares · 1.7% of their software · price −$12.2M$2.3B+$335M
- ShopifySHOP36,087,450 shares · 1.5% of their software · price −$362M$2.0B+$322M
- SynopsysSNPS4,032,059 shares · 1.4% of their software · price +$95.0M$1.9B+$144M
- MongoDBMDB4,969,576 shares · 1.3% of their software · price −$324M$1.7B−$155M
- HubSpotHUBS3,448,598 shares · 1.3% of their software · price −$137M$1.7B+$62.5M
- Fiserv, Inc.FISV13,261,125 shares · 1.1% of their software · price −$175M$1.5B−$58.9M
- Amdocs LimitedDOX15,331,306 shares · 1.0% of their software · price −$220M$1.3BFlat
- NutanixNTNX35,942,093 shares · 0.9% of their software · price +$245M$1.3B+$16.2M
- VeriskVRSK4,929,841 shares · 0.9% of their software · price +$50.3M$1.2B+$41.3M
- OktaOKTA13,941,643 shares · 0.8% of their software · price +$170M$1.1B+$82.2M
- Palo Alto NetworksPANW4,811,489 shares · 0.8% of their software · price −$101M$1.1B+$62.0M
- AutodeskADSK5,337,496 shares · 0.8% of their software · price +$12.3M$1.1B−$18.4M
- WorkdayWDAY4,419,380 shares · 0.7% of their software · price −$48.8M$950M−$103M
- SnowflakeSNOW6,154,085 shares · 0.7% of their software · price −$143M$940M+$263M
- Block, Inc.XYZ20,754,884 shares · 0.7% of their software · price −$463M$919M−$258M
- CloudflareNET14,076,411 shares · 0.7% of their software · price −$32.8M$887M+$56.2M
- DynatraceDT18,213,109 shares · 0.6% of their software · price −$86.3M$851M+$28.6M
- SAPSAP5,864,247 shares · 0.6% of their software · price −$43.9M$758M+$16.7M
- ElasticESTC9,051,434 shares · 0.5% of their software · price +$155M$735M+$26.3M
- Automatic Data Processing, Inc.ADP2,992,054 shares · 0.5% of their software · price +$62.2M$720MFlat
- Lyft, Inc.LYFT56,531,951 shares · 0.4% of their software · price +$53.7M$596M+$11.7M
- Gen DigitalGEN33,275,468 shares · 0.4% of their software · price −$28.9M$588M+$52.3M
- BILLBILL5,343,177 shares · 0.4% of their software · price −$44.2M$580M+$113M
- Roper Technologies, Inc.ROP1,070,478 shares · 0.4% of their software · price +$3.7M$518M−$23.3M
- TenableTENB11,504,635 shares · 0.4% of their software · price +$14.4M$515M−$18.4M
- FortinetFTNT8,774,011 shares · 0.4% of their software · price −$148M$515M−$497M
- Paychex, Inc.PAYX4,317,629 shares · 0.4% of their software · price +$14.9M$498M−$16.8M
- DatadogDDOG5,300,341 shares · 0.4% of their software · price −$38.6M$483M+$111M
- ToastTOST25,033,847 shares · 0.3% of their software · price −$96.1M$469M−$55.5M
- TwilioTWLO7,126,704 shares · 0.3% of their software · price −$36.3M$417M−$110M
- VeevaVEEV1,833,135 shares · 0.3% of their software · price +$10.5M$373M+$48.4M
- ZoomZM4,821,866 shares · 0.3% of their software · price +$9.9M$337M−$8.4M
- AtlassianTEAM1,638,425 shares · 0.2% of their software · price +$55.2M$330M+$23.8M
- NICENICE1,936,407 shares · 0.2% of their software · price −$70.7M$329M−$63.3M
- Manhattan AssociatesMANH1,628,850 shares · 0.2% of their software · price −$3.6M$322M+$6.7M
- CrowdStrikeCRWD1,864,511 shares · 0.2% of their software · price +$38.2M$312M+$21.7M
- OpenTextOTEX8,855,314 shares · 0.2% of their software · price −$57.1M$311M−$10.6M
- Five9FIVN4,495,122 shares · 0.2% of their software · price −$81.6M$289M−$34.8M
- PTCPTC1,989,152 shares · 0.2% of their software · price −$1.2M$282M+$16.1M
- UiPathPATH16,238,176 shares · 0.2% of their software · price +$8.8M$278M+$7.7M
- PaycomPAYC1,054,855 shares · 0.2% of their software · price −$65.4M$273M−$210M
- WixWIX2,794,675 shares · 0.2% of their software · price +$37.9M$257M+$57.0M
- ZoomInfoZI13,859,918 shares · 0.2% of their software$227M—
- GoDaddyGDDY3,001,219 shares · 0.2% of their software · price −$2.0M$224M−$41.4M
- FastlyFSLY11,234,176 shares · 0.2% of their software · price +$38.2M$215M+$87.1M
- DLocal LimitedDLO10,641,226 shares · 0.2% of their software · price +$74.1M$204M−$40.6M
- SS&CSSNC3,880,869 shares · 0.2% of their software · price −$31.3M$204M−$50.9M
- WorkivaWK1,841,288 shares · 0.1% of their software · price −$589K$187M+$22.5M
- Upbound Group, Inc.UPBD6,195,763 shares · 0.1% of their software · price −$10.4M$182M−$38.2M
- SamsaraIOT6,959,343 shares · 0.1% of their software · price −$17.4M$175M+$20.3M
- DuolingoDUOL1,019,641 shares · 0.1% of their software · price +$23.4M$169M+$40.0M
- PagSeguro Digital Ltd.PAGS18,956,161 shares · 0.1% of their software · price −$15.7M$163M−$18.0M
- Strategy IncMSTR489,038 shares · 0.1% of their software · price −$6.9M$161M+$33.7M
- The Trade DeskTTD2,028,624 shares · 0.1% of their software · price +$1.9M$159M−$65.2M
- BlackLineBL2,691,975 shares · 0.1% of their software · price +$4.4M$149M+$59.3M
- PhreesiaPHR7,856,551 shares · 0.1% of their software · price −$96.9M$147M+$19.4M
- Shift4 Payments, Inc.FOUR2,612,336 shares · 0.1% of their software · price −$32.8M$145M+$13.5M
- Intapp, Inc.INTA4,166,230 shares · 0.1% of their software · price −$35.0M$140M+$9.3M
- AkamaiAKAM1,213,849 shares · 0.1% of their software · price +$20.2M$129M−$70.7M
- Remitly Global, Inc.RELY4,791,370 shares · 0.1% of their software · price +$30.7M$121MFlat
- WEX Inc.WEX624,057 shares · 0.1% of their software · price +$3.8M$117M−$31.2M
- Check PointCHKP869,984 shares · 0.1% of their software · price +$6.7M$116M−$27.3M
- ZscalerZS741,629 shares · 0.1% of their software · price +$6.9M$115MFlat
- BlackbaudBLKB1,578,467 shares · 0.1% of their software · price −$1.4M$111M−$4.2M
- CoStarCSGP1,405,414 shares · 0.1% of their software · price −$17.0M$108M+$56.8M
- Endava plcDAVA1,807,318 shares · 0.1% of their software · price +$10.0M$104M+$13.3M
- MorningstarMORN434,539 shares · 0.1% of their software · price +$16.6M$102MFlat
- Rapid7RPD2,180,227 shares · 0.1% of their software · price +$1.1M$99.8M+$69.5M
- Thryv Holdings, Inc.THRY5,190,565 shares · 0.1% of their software · price −$30.3M$97.4MFlat
- FlywireFLYW2,804,218 shares · 0.1% of their software · price +$2.4M$89.4M+$31.5M
- RingCentralRNG2,946,603 shares · 0.1% of their software · price −$9.1M$87.3M+$28.9M
- StoneCo Ltd.STNE8,176,482 shares · 0.1% of their software · price −$16.9M$87.2M−$40.3M
- SPS CommerceSPSC507,955 shares · 0.1% of their software · price −$10.9M$86.7MFlat
- QualysQLYS517,735 shares · 0.1% of their software · price +$12.1M$79.0M+$1.4M
- Fair IsaacFICO87,527 shares · 0.1% of their software · price +$5.2M$76.0M+$29.8M
- DoubleVerifyDV2,671,114 shares · 0.1% of their software · price −$29.3M$74.7M−$23.3M
- Clear Secure, Inc.YOU3,641,892 shares · 0.1% of their software · price −$15.0M$69.3M+$18.8M
- Repay Holdings CorporationRPAY8,321,849 shares · 0.0% of their software · price −$2.0M$63.2M−$10.0M
- Sprout SocialSPT1,231,216 shares · 0.0% of their software · price +$4.6M$61.4M−$791K
- JFrogFROG2,323,383 shares · 0.0% of their software · price −$5.4M$58.9M−$2.2M
- DocuSignDOCU1,350,134 shares · 0.0% of their software · price −$12.3M$56.7M−$31.9M
- TeradataTDC1,241,111 shares · 0.0% of their software · price −$10.4M$55.9M+$13.0M
- VeriSign, Inc.VRSN254,335 shares · 0.0% of their software · price −$6.0M$51.5M−$12.2M
- Global-EGLBE1,257,747 shares · 0.0% of their software · price −$1.5M$50.0M−$38.5M
- SchrödingerSDGR1,735,362 shares · 0.0% of their software · price −$37.6M$49.1MFlat
- VaronisVRNS1,454,640 shares · 0.0% of their software · price +$5.7M$44.4MFlat
- FreshworksFRSH2,222,907 shares · 0.0% of their software · price +$5.2M$44.3M+$16.9M
- DoximityDOCS2,084,453 shares · 0.0% of their software · price −$26.7M$44.2M−$64.1M
- PaylocityPCTY235,100 shares · 0.0% of their software · price −$665K$42.7MFlat
- FactSetFDS89,839 shares · 0.0% of their software · price +$3.3M$39.3M−$579K
- PalantirPLTR2,343,914 shares · 0.0% of their software · price +$1.6M$37.5M−$15.0M
- KlaviyoKVYO991,389 shares · 0.0% of their software$34.2MNew · +$34.2M
- AmplitudeAMPL2,949,218 shares · 0.0% of their software · price +$1.7M$34.1M+$4.3M
- MagniteMGNI4,400,312 shares · 0.0% of their software · price −$26.9M$33.2M−$39.9M
- EVERTEC, Inc.EVTC889,431 shares · 0.0% of their software$33.1M+$31.9M
- AppLovinAPP755,798 shares · 0.0% of their software · price +$10.8M$30.2M+$13.5M
- DropboxDBX1,073,596 shares · 0.0% of their software · price +$601K$29.2M−$31.7M
- NetApp, Inc.NTAP362,959 shares · 0.0% of their software$27.5M+$9.2M
- AlkamiALKT1,182,327 shares · 0.0% of their software · price +$2.2M$21.5MFlat
- ProgressPRGS372,732 shares · 0.0% of their software · price −$2.1M$19.6M+$19.1M
- Alarm.com Holdings, Inc.ALRM312,391 shares · 0.0% of their software · price +$3.0M$19.1M+$16.1M
- ePlus inc.PLUS286,975 shares · 0.0% of their software · price +$2.1M$18.2M+$15.8M
- Grab Holdings LimitedGRAB4,581,183 shares · 0.0% of their software · price +$504K$16.2M+$15.2M
- LightspeedLSPD1,079,798 shares · 0.0% of their software · price −$3.1M$15.2MFlat
- Simulations PlusSLP362,793 shares · 0.0% of their software · price −$591K$15.1MFlat
- CertaraCERT876,549 shares · 0.0% of their software · price −$3.2M$12.7M−$884K
- TrimbleTRMB235,950 shares · 0.0% of their software$12.7M+$2.7M
- DigitalOceanDOCN524,846 shares · 0.0% of their software · price −$8.5M$12.6M−$10.6M
- BroadridgeBR67,216 shares · 0.0% of their software · price +$902K$12.0MFlat
- CommvaultCVLT176,503 shares · 0.0% of their software · price −$884K$11.9M+$515K
- SentinelOneS678,919 shares · 0.0% of their software · price +$1.2M$11.4MFlat
- CCC Intelligent Solutions Holdings Inc.CCC797,247 shares · 0.0% of their software · price +$1.7M$10.6M+$1.5M
- Tyler TechnologiesTYL20,667 shares · 0.0% of their software · price −$627K$8.0M−$9.7M
- UnityU213,695 shares · 0.0% of their software · price −$2.6M$6.7M−$11.8M
- Sportradar Group AGSRAD586,834 shares · 0.0% of their software · price −$1.7M$5.9M−$7.7M
- monday.comMNDY35,020 shares · 0.0% of their software$5.6M+$5.8M
- Q2QTWO172,035 shares · 0.0% of their software$5.6MFlat
- LiveRamp Holdings, Inc.RAMP188,534 shares · 0.0% of their software$5.4MFlat
- PagerDutyPD236,677 shares · 0.0% of their software$5.3M−$740K
- GuidewireGWRE58,811 shares · 0.0% of their software · price +$819K$5.3M−$1.8M
- F5, Inc.FFIV27,546 shares · 0.0% of their software$4.4MFlat
- PDF Solutions, Inc.PDFS122,741 shares · 0.0% of their software · price −$1.6M$4.0M+$2.3M
- BoxBOX150,706 shares · 0.0% of their software · price −$779K$3.6M−$561K
- DomoDOMO327,607 shares · 0.0% of their software$3.2M—
- Sabre CorporationSABR642,571 shares · 0.0% of their software · price +$835K$2.9M+$2.0M
- CourseraCOUR138,259 shares · 0.0% of their software · price +$784K$2.6M+$1.8M
- Agilysys, Inc.AGYS38,685 shares · 0.0% of their software$2.6MFlat
- Bandwidth Inc.BAND222,694 shares · 0.0% of their software · price −$537K$2.5MFlat
- Telos CorporationTLS1,009,208 shares · 0.0% of their software$2.4MFlat
- 8x8EGHT843,180 shares · 0.0% of their software$2.1M—
- Blend Labs, Inc.BLND1,526,170 shares · 0.0% of their software · price +$646K$2.1MFlat
- Ooma, Inc.OOMA136,153 shares · 0.0% of their software$1.8MFlat
- YextYEXT247,506 shares · 0.0% of their software · price −$1.2M$1.6MFlat
- Paysafe LimitedPSFE109,619 shares · 0.0% of their software$1.3MFlat
- Health CatalystHCAT79,939 shares · 0.0% of their software$809KFlat
- ProcorePCOR10,688 shares · 0.0% of their software$698K+$508K
- PegasystemsPEGA10,403 shares · 0.0% of their software$452KFlat
- Bentley SystemsBSY8,925 shares · 0.0% of their software$448K−$8.6M
- i3 Verticals, Inc.IIIV19,127 shares · 0.0% of their software$404KFlat
- Donnelley Financial Solutions, Inc.DFIN3,193 shares · 0.0% of their software$180KFlat
- DescartesDSGX2,433 shares · 0.0% of their software$179KFlat
- InterDigital, Inc.IDCC1,645 shares · 0.0% of their software$132KFlat
- AppFolioAPPF709 shares · 0.0% of their software$130KFlat
- Payoneer Global Inc.PAYO16,998 shares · 0.0% of their software$104K−$2.5M
- Cerence Inc.CRNC4,208 shares · 0.0% of their software$86KFlat
- AppianAPPN1,824 shares · 0.0% of their software$83KFlat
- Calix, Inc.CALX1,806 shares · 0.0% of their software$83KFlat
- C3.aiAI3,167 shares · 0.0% of their software$81KFlat
- PAR Technology CorporationPAR1,809 shares · 0.0% of their software$70KFlat
- Euronet Worldwide, Inc.EEFT855 shares · 0.0% of their software$68K−$110M
- Rekor Systems, Inc.REKR23,150 shares · 0.0% of their software$65KFlat
- ACI WorldwideACIW2,815 shares · 0.0% of their software$64KFlat
- AsanaASAN3,190 shares · 0.0% of their software$58KFlat
- NetScout Systems, Inc.NTCT2,084 shares · 0.0% of their software$58KFlat
- Consensus Cloud Solutions, Inc.CCSI2,254 shares · 0.0% of their software$57KFlat
- Full Truck Alliance Co. Ltd.YMM7,692 shares · 0.0% of their software$54KFlat
- PaymentusPAY3,150 shares · 0.0% of their software$52KFlat
- Asure Software, Inc.ASUR5,297 shares · 0.0% of their software$50KFlat
- Alight, Inc.ALIT6,406 shares · 0.0% of their software$45KFlat
- Adeia Inc.ADEA4,091 shares · 0.0% of their software$44KFlat
- nCinoNCNO1,334 shares · 0.0% of their software$42KFlat
- Daily Journal CorporationDJCO140 shares · 0.0% of their software$41KFlat
- SprinklrCXM2,971 shares · 0.0% of their software$41KFlat
- Commerce.com, Inc.CMRC3,462 shares · 0.0% of their software$34KFlat
- BrazeBRZE666 shares · 0.0% of their software$31K−$11.1M
- A10 Networks, Inc.ATEN1,999 shares · 0.0% of their software$30KFlat
- GitLabGTLB603 shares · 0.0% of their software$27KFlat
- Diebold Nixdorf, IncorporatedDBD1,360 shares · 0.0% of their software$26KNew · Flat
- Xperi Inc.XPER2,483 shares · 0.0% of their software$24KFlat
- Mitek Systems, Inc.MITK2,215 shares · 0.0% of their software$24KFlat
- N-ableNABL1,743 shares · 0.0% of their software$22KFlat
- Nerdy Inc.NRDY6,010 shares · 0.0% of their software$22KFlat
- Zeta GlobalZETA2,564 shares · 0.0% of their software$21KFlat
- EverCommerceEVCM1,348 shares · 0.0% of their software$14KFlat
- PubMaticPUBM1,008 shares · 0.0% of their software$12KFlat
- Tucows Inc.TCX559 shares · 0.0% of their software$11KFlat
- OneSpan Inc.OSPN1,031 shares · 0.0% of their software$11KFlat
- Red Violet, Inc.RDVT516 shares · 0.0% of their software$10KFlat
- AvePointAVPT1,500 shares · 0.0% of their software$10KFlat
- CS Disco, Inc.LAW1,468 shares · 0.0% of their software$10KFlat
- NextNav Inc.NN1,782 shares · 0.0% of their software$9KFlat
- Immersion CorporationIMMR1,294 shares · 0.0% of their software$9KFlat
- International Money Express, Inc.IMXI486 shares · 0.0% of their software$8KFlat
- Viant Technology Inc.DSP1,445 shares · 0.0% of their software$8K−$3.9M
- Katapult Holdings, Inc.KPLT782 shares · 0.0% of their software$8KNew · Flat
- eGain CorporationEGAN1,301 shares · 0.0% of their software$8KFlat
- Rackspace Technology, Inc.RXT3,184 shares · 0.0% of their software$7KFlat
- Definitive HealthcareDH922 shares · 0.0% of their software$7KFlat
- Radware Ltd.RDWR411 shares · 0.0% of their software$7KFlat
- Grindr Inc.GRND1,204 shares · 0.0% of their software$7KFlat
- SmartRent, Inc.SMRT2,648 shares · 0.0% of their software$7KFlat
- DHI Group, Inc.DHX2,043 shares · 0.0% of their software$6KFlat
- Digital TurbineAPPS894 shares · 0.0% of their software$5KFlat
- SoundHound AI, Inc.SOUN2,662 shares · 0.0% of their software$5KFlat
- Expensify, Inc.EXFY1,437 shares · 0.0% of their software$5KFlat
- Kaltura, Inc.KLTR2,658 shares · 0.0% of their software$5KFlat
- VertexVERX182 shares · 0.0% of their software$4KFlat
- Veritone, Inc.VERI1,478 shares · 0.0% of their software$4KFlat
- Ribbon Communications Inc.RBBN1,348 shares · 0.0% of their software$4KFlat
- SoundThinking, Inc.SSTI175 shares · 0.0% of their software$3KFlat
- Priority Technology Holdings, Inc.PRTH769 shares · 0.0% of their software$2KFlat
- SemrushSEMR197 shares · 0.0% of their software$2K—
- Paysign, Inc.PAYS737 shares · 0.0% of their software$1KFlat
- Clearwater AnalyticsCWAN53 shares · 0.0% of their software$1K—
- Rimini Street, Inc.RMNI424 shares · 0.0% of their software$933Flat
- BlackBerry LimitedBB183 shares · 0.0% of their software$866Flat
- Materialise NVMTLS150 shares · 0.0% of their software$824New · Flat
- AMTD Digital Inc.HKD112 shares · 0.0% of their software$617Flat
- Intellicheck, Inc.IDN161 shares · 0.0% of their software$357Flat
- BackblazeBLZE19 shares · 0.0% of their software$105Flat
- Amesite Inc.AMST26 shares · 0.0% of their software$67New · Flat
- SimilarwebSMWB9 shares · 0.0% of their software$58Flat
- Cellebrite DI Ltd.CLBT2 shares · 0.0% of their software$15New · Flat
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