Generalist · Boston, MA
Fidelity
Q4 2023 · compared with Q3 2023
Filed as Fmr LLC
- Software
- $164B
- Weight of 13F
- 12.6%
- Names
- 219
- Net bought
- +$1.5B
Filed 13 February 2024 · SEC filing.
5,229 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
- MicrosoftMSFT218,838,469 shares · 50.2% of their software · price +$13.2B$82.3B+$936M
- SalesforceCRM36,229,821 shares · 5.8% of their software · price +$2.2B$9.5BFlat
- Uber Technologies, Inc.UBER122,566,813 shares · 4.6% of their software · price +$1.9B$7.5B−$338M
- AdobeADBE11,532,746 shares · 4.2% of their software · price +$1,000M$6.9B+$787M
- IntuitINTU6,198,995 shares · 2.4% of their software · price +$707M$3.9B+$287M
- ServiceNowNOW4,833,363 shares · 2.1% of their software · price +$713M$3.4B+$445M
- ShopifySHOP36,483,713 shares · 1.7% of their software · price +$851M$2.8B+$21.6M
- CadenceCDNS9,744,860 shares · 1.6% of their software · price +$371M$2.7BFlat
- OracleORCL23,929,343 shares · 1.5% of their software · price −$11.7M$2.5B−$800M
- SynopsysSNPS4,285,301 shares · 1.3% of their software · price +$240M$2.2B+$116M
- MongoDBMDB5,060,202 shares · 1.3% of their software · price +$319M$2.1B+$31.3M
- HubSpotHUBS3,206,243 shares · 1.1% of their software · price +$282M$1.9B−$119M
- NutanixNTNX36,403,454 shares · 1.1% of their software · price +$466M$1.7B+$16.1M
- Block, Inc.XYZ22,150,195 shares · 1.0% of their software · price +$733M$1.7B+$61.8M
- Palo Alto NetworksPANW5,416,600 shares · 1.0% of their software · price +$327M$1.6B+$142M
- Amdocs LimitedDOX17,510,396 shares · 0.9% of their software · price +$59.5M$1.5B+$184M
- Fiserv, Inc.FISV11,153,956 shares · 0.9% of their software · price +$222M$1.5B−$238M
- OktaOKTA15,438,830 shares · 0.9% of their software · price +$139M$1.4B+$122M
- AutodeskADSK5,081,594 shares · 0.8% of their software · price +$186M$1.2B−$52.9M
- CloudflareNET14,614,850 shares · 0.7% of their software · price +$296M$1.2B+$33.9M
- VeriskVRSK4,970,570 shares · 0.7% of their software · price +$13.0M$1.2BFlat
- WorkdayWDAY4,277,211 shares · 0.7% of their software · price +$262M$1.2B−$30.5M
- DynatraceDT18,356,889 shares · 0.6% of their software · price +$146M$1.0BFlat
- SAPSAP6,044,628 shares · 0.6% of their software · price +$153M$934M+$23.3M
- SnowflakeSNOW4,431,249 shares · 0.5% of their software · price +$205M$882M−$263M
- DatadogDDOG7,247,893 shares · 0.5% of their software · price +$220M$880M+$177M
- Lyft, Inc.LYFT57,545,080 shares · 0.5% of their software · price +$256M$863M+$10.7M
- Gen DigitalGEN35,165,777 shares · 0.5% of their software · price +$181M$802M+$33.4M
- CrowdStrikeCRWD3,023,076 shares · 0.5% of their software · price +$266M$772M+$194M
- Automatic Data Processing, Inc.ADP3,180,638 shares · 0.5% of their software · price −$24.2M$741M+$45.4M
- ElasticESTC6,053,973 shares · 0.4% of their software · price +$190M$682M−$244M
- Roper Technologies, Inc.ROP1,077,225 shares · 0.4% of their software · price +$65.6M$587MFlat
- TenableTENB12,626,513 shares · 0.4% of their software · price +$15.9M$582M+$50.3M
- Paychex, Inc.PAYX4,440,373 shares · 0.3% of their software · price +$16.8M$529M+$14.2M
- TwilioTWLO6,822,870 shares · 0.3% of their software · price +$118M$518M−$17.8M
- UiPathPATH19,341,497 shares · 0.3% of their software · price +$150M$480M+$53.1M
- BILLBILL5,432,330 shares · 0.3% of their software · price −$147M$443M+$9.7M
- ZoomZM5,626,647 shares · 0.2% of their software · price +$11.1M$405M+$56.3M
- AtlassianTEAM1,596,012 shares · 0.2% of their software · price +$58.0M$380M−$8.5M
- Five9FIVN4,808,773 shares · 0.2% of their software · price +$69.2M$378M+$20.2M
- PTCPTC2,130,777 shares · 0.2% of their software · price +$70.9M$373M+$20.1M
- Strategy IncMSTR558,914 shares · 0.2% of their software · price +$170M$353M+$22.9M
- Manhattan AssociatesMANH1,636,281 shares · 0.2% of their software · price +$28.9M$352MFlat
- OpenTextOTEX8,203,826 shares · 0.2% of their software · price +$56.8M$345M−$22.9M
- WixWIX2,725,429 shares · 0.2% of their software · price +$85.1M$335M−$6.4M
- ToastTOST17,170,518 shares · 0.2% of their software · price −$8.1M$314M−$147M
- NICENICE1,473,424 shares · 0.2% of their software · price +$43.5M$294M−$78.7M
- ZoomInfoZI15,778,319 shares · 0.2% of their software$292M—
- VeevaVEEV1,499,306 shares · 0.2% of their software · price −$16.4M$289M−$67.9M
- SamsaraIOT8,411,096 shares · 0.2% of their software · price +$68.7M$281M+$36.6M
- Rapid7RPD4,467,417 shares · 0.2% of their software · price +$50.6M$255M+$105M
- SS&CSSNC4,116,355 shares · 0.2% of their software · price +$35.3M$252M+$12.4M
- WorkivaWK2,433,438 shares · 0.2% of their software$247M+$60.0M
- PagSeguro Digital Ltd.PAGS19,457,330 shares · 0.1% of their software · price +$75.1M$243M+$4.3M
- Upbound Group, Inc.UPBD6,849,791 shares · 0.1% of their software · price +$31.0M$233M+$19.3M
- FortinetFTNT3,654,000 shares · 0.1% of their software · price −$548K$214M−$300M
- DuolingoDUOL931,254 shares · 0.1% of their software · price +$56.8M$211M−$14.7M
- ZscalerZS923,698 shares · 0.1% of their software · price +$60.9M$205M+$28.3M
- BlackLineBL3,257,442 shares · 0.1% of their software · price +$22.7M$203M+$31.4M
- FastlyFSLY11,391,121 shares · 0.1% of their software · price −$15.6M$203M+$3.0M
- PaycomPAYC961,336 shares · 0.1% of their software · price −$50.5M$199M−$24.2M
- Intapp, Inc.INTA4,981,670 shares · 0.1% of their software · price +$22.4M$189M+$27.3M
- PhreesiaPHR7,692,011 shares · 0.1% of their software · price +$34.4M$178M−$3.1M
- DLocal LimitedDLO9,542,170 shares · 0.1% of their software · price −$14.1M$169M−$21.1M
- StoneCo Ltd.STNE8,832,842 shares · 0.1% of their software · price +$65.0M$159M+$7.0M
- FlywireFLYW6,507,963 shares · 0.1% of their software · price −$56.9M$151M+$118M
- The Trade DeskTTD2,016,997 shares · 0.1% of their software · price −$12.5M$145MFlat
- Endava plcDAVA1,809,379 shares · 0.1% of their software · price +$37.1M$141MFlat
- CoStarCSGP1,585,222 shares · 0.1% of their software · price +$16.6M$139M+$13.8M
- Check PointCHKP878,422 shares · 0.1% of their software · price +$17.1M$134MFlat
- QualysQLYS610,638 shares · 0.1% of their software · price +$26.7M$120M+$14.2M
- MorningstarMORN408,640 shares · 0.1% of their software · price +$21.2M$117M−$6.1M
- GoDaddyGDDY1,101,130 shares · 0.1% of their software · price +$34.9M$117M−$142M
- Fair IsaacFICO98,503 shares · 0.1% of their software · price +$29.1M$115M+$9.5M
- Thryv Holdings, Inc.THRY5,274,752 shares · 0.1% of their software · price +$8.3M$107M+$1.6M
- VaronisVRNS2,360,313 shares · 0.1% of their software · price +$34.8M$107M+$27.7M
- Shift4 Payments, Inc.FOUR1,364,428 shares · 0.1% of their software · price +$25.9M$101M−$69.1M
- DoubleVerifyDV2,695,240 shares · 0.1% of their software · price +$23.8M$99.1MFlat
- SPS CommerceSPSC509,574 shares · 0.1% of their software · price +$11.8M$98.8MFlat
- RingCentralRNG2,700,893 shares · 0.1% of their software · price +$11.7M$91.7M−$7.3M
- WEX Inc.WEX468,532 shares · 0.1% of their software · price +$3.0M$91.2M−$29.3M
- Remitly Global, Inc.RELY4,634,021 shares · 0.1% of their software · price −$26.9M$90.0M−$4.0M
- BlackbaudBLKB996,830 shares · 0.1% of their software · price +$16.3M$86.4M−$40.9M
- PalantirPLTR4,890,504 shares · 0.1% of their software · price +$5.7M$84.0M+$40.7M
- DocuSignDOCU1,347,640 shares · 0.0% of their software · price +$23.5M$80.1MFlat
- Clear Secure, Inc.YOU3,705,620 shares · 0.0% of their software · price +$6.0M$76.5M+$1.2M
- JFrogFROG2,195,635 shares · 0.0% of their software · price +$20.3M$76.0M−$3.2M
- Sprout SocialSPT1,193,514 shares · 0.0% of their software · price +$13.8M$73.3M−$1.9M
- FreshworksFRSH3,111,831 shares · 0.0% of their software · price +$11.1M$73.1M+$17.7M
- MagniteMGNI6,965,527 shares · 0.0% of their software · price +$12.5M$65.1M+$19.3M
- DropboxDBX2,161,739 shares · 0.0% of their software · price +$4.9M$63.7M+$29.6M
- monday.comMNDY338,129 shares · 0.0% of their software · price +$9.7M$63.5M+$48.3M
- NCR Atleos CorporationNATL2,606,560 shares · 0.0% of their software$63.3MNew · +$63.3M
- TeradataTDC1,382,140 shares · 0.0% of their software · price −$2.1M$60.1M+$6.3M
- VeriSign, Inc.VRSN259,918 shares · 0.0% of their software · price +$892K$53.5M+$1.1M
- AmplitudeAMPL4,187,692 shares · 0.0% of their software · price +$4.8M$53.3M+$14.3M
- EVERTEC, Inc.EVTC1,298,241 shares · 0.0% of their software · price +$4.9M$53.1M+$15.2M
- DoximityDOCS1,645,999 shares · 0.0% of their software · price +$11.2M$46.2M−$9.3M
- AkamaiAKAM386,224 shares · 0.0% of their software · price +$4.6M$45.7M−$88.2M
- FactSetFDS92,576 shares · 0.0% of their software · price +$3.7M$44.2M+$1.2M
- ePlus inc.PLUS537,991 shares · 0.0% of their software · price +$8.8M$43.0M+$15.9M
- UnityU1,044,714 shares · 0.0% of their software · price +$9.9M$42.7M+$26.1M
- PaylocityPCTY231,247 shares · 0.0% of their software · price −$3.9M$38.1M−$700K
- NetApp, Inc.NTAP423,247 shares · 0.0% of their software · price +$5.2M$37.3M+$4.6M
- SchrödingerSDGR963,783 shares · 0.0% of their software · price +$7.3M$34.5M−$21.8M
- LightspeedLSPD1,623,288 shares · 0.0% of their software · price +$11.3M$34.1M+$7.6M
- AlkamiALKT1,303,511 shares · 0.0% of their software · price +$7.9M$31.6M+$2.2M
- Global-EGLBE691,269 shares · 0.0% of their software$27.4M−$22.5M
- ProgressPRGS475,664 shares · 0.0% of their software · price +$818K$25.8M+$5.4M
- Alarm.com Holdings, Inc.ALRM369,607 shares · 0.0% of their software · price +$1.3M$23.9M+$3.5M
- Repay Holdings CorporationRPAY2,795,138 shares · 0.0% of their software · price +$2.7M$23.9M−$41.9M
- DigitalOceanDOCN594,717 shares · 0.0% of their software · price +$7.5M$21.8M+$1.7M
- AppLovinAPP527,380 shares · 0.0% of their software$21.0M−$9.1M
- SentinelOneS678,318 shares · 0.0% of their software · price +$7.2M$18.6MFlat
- KlaviyoKVYO622,305 shares · 0.0% of their software · price −$4.2M$17.3M−$12.7M
- CommvaultCVLT192,956 shares · 0.0% of their software · price +$2.4M$15.4M+$1.1M
- ProcorePCOR214,667 shares · 0.0% of their software · price +$837K$14.9M+$13.3M
- BroadridgeBR69,446 shares · 0.0% of their software · price +$1.9M$14.3MFlat
- GitLabGTLB210,854 shares · 0.0% of their software · price +$3.7M$13.3M+$9.5M
- Tyler TechnologiesTYL21,838 shares · 0.0% of their software · price +$698K$9.1MFlat
- TrimbleTRMB169,278 shares · 0.0% of their software$9.0M−$3.6M
- CCC Intelligent Solutions Holdings Inc.CCC775,439 shares · 0.0% of their software · price −$1.5M$8.8MFlat
- F5, Inc.FFIV34,800 shares · 0.0% of their software · price +$621K$6.2M+$1.2M
- LiveRamp Holdings, Inc.RAMP150,065 shares · 0.0% of their software · price +$1.4M$5.7M−$1.1M
- Q2QTWO127,723 shares · 0.0% of their software · price +$1.4M$5.5M−$1.4M
- CertaraCERT294,171 shares · 0.0% of their software · price +$897K$5.2M−$8.5M
- SemrushSEMR322,669 shares · 0.0% of their software$4.4M—
- PagerDutyPD182,609 shares · 0.0% of their software$4.2M−$1.2M
- GuidewireGWRE38,367 shares · 0.0% of their software · price +$731K$4.2M−$1.8M
- Telos CorporationTLS1,005,174 shares · 0.0% of their software · price +$1.3M$3.7MFlat
- Grab Holdings LimitedGRAB1,080,733 shares · 0.0% of their software$3.6M−$12.4M
- PDF Solutions, Inc.PDFS109,303 shares · 0.0% of their software$3.5MFlat
- Agilysys, Inc.AGYS38,708 shares · 0.0% of their software · price +$722K$3.3MFlat
- DomoDOMO304,487 shares · 0.0% of their software$3.1M—
- 8x8EGHT825,748 shares · 0.0% of their software$3.1M—
- Bandwidth Inc.BAND180,047 shares · 0.0% of their software · price +$576K$2.6MFlat
- PegasystemsPEGA50,346 shares · 0.0% of their software$2.5M+$1.7M
- Sabre CorporationSABR481,902 shares · 0.0% of their software$2.1M−$721K
- AppFolioAPPF7,816 shares · 0.0% of their software$1.4M+$1.3M
- Ooma, Inc.OOMA125,529 shares · 0.0% of their software$1.3MFlat
- Donnelley Financial Solutions, Inc.DFIN15,222 shares · 0.0% of their software$949K+$677K
- BoxBOX36,993 shares · 0.0% of their software$947K−$2.8M
- YextYEXT145,741 shares · 0.0% of their software$858K−$644K
- Payoneer Global Inc.PAYO145,260 shares · 0.0% of their software$757K+$785K
- Health CatalystHCAT78,600 shares · 0.0% of their software$728KFlat
- Paysafe LimitedPSFE50,836 shares · 0.0% of their software$650K−$705K
- Bentley SystemsBSY11,374 shares · 0.0% of their software$594KFlat
- i3 Verticals, Inc.IIIV12,510 shares · 0.0% of their software$265KFlat
- InterDigital, Inc.IDCC1,905 shares · 0.0% of their software$207KFlat
- DescartesDSGX1,888 shares · 0.0% of their software$159KFlat
- Euronet Worldwide, Inc.EEFT1,185 shares · 0.0% of their software$120KFlat
- C3.aiAI4,165 shares · 0.0% of their software$120KFlat
- ACI WorldwideACIW3,784 shares · 0.0% of their software$116KFlat
- BrazeBRZE1,832 shares · 0.0% of their software$97KFlat
- Consensus Cloud Solutions, Inc.CCSI3,501 shares · 0.0% of their software$92KFlat
- Alight, Inc.ALIT10,473 shares · 0.0% of their software$89KFlat
- PaymentusPAY4,886 shares · 0.0% of their software$87KFlat
- CourseraCOUR4,106 shares · 0.0% of their software$80K−$2.5M
- Rekor Systems, Inc.REKR23,150 shares · 0.0% of their software$77KFlat
- Calix, Inc.CALX1,726 shares · 0.0% of their software$75KFlat
- nCinoNCNO2,053 shares · 0.0% of their software$69KFlat
- PAR Technology CorporationPAR1,558 shares · 0.0% of their software$68KFlat
- SprinklrCXM5,548 shares · 0.0% of their software$67KFlat
- AsanaASAN3,328 shares · 0.0% of their software$63KFlat
- Blend Labs, Inc.BLND24,462 shares · 0.0% of their software$62K−$2.1M
- Cerence Inc.CRNC3,006 shares · 0.0% of their software$59KFlat
- Simulations PlusSLP1,225 shares · 0.0% of their software$55K−$15.1M
- Full Truck Alliance Co. Ltd.YMM7,262 shares · 0.0% of their software$51KFlat
- AppianAPPN1,303 shares · 0.0% of their software$49KFlat
- Adeia Inc.ADEA3,953 shares · 0.0% of their software$49KFlat
- Daily Journal CorporationDJCO139 shares · 0.0% of their software$47KFlat
- NetScout Systems, Inc.NTCT1,644 shares · 0.0% of their software$36KFlat
- Digital TurbineAPPS5,180 shares · 0.0% of their software$36KFlat
- Mitek Systems, Inc.MITK2,580 shares · 0.0% of their software$34KFlat
- A10 Networks, Inc.ATEN2,402 shares · 0.0% of their software$32KFlat
- Zeta GlobalZETA3,201 shares · 0.0% of their software$28KFlat
- Definitive HealthcareDH2,746 shares · 0.0% of their software$27KFlat
- Grindr Inc.GRND2,981 shares · 0.0% of their software$26KFlat
- AvePointAVPT2,612 shares · 0.0% of their software$21KFlat
- N-ableNABL1,545 shares · 0.0% of their software$20KFlat
- Xperi Inc.XPER1,771 shares · 0.0% of their software$20KFlat
- Immersion CorporationIMMR2,710 shares · 0.0% of their software$19KFlat
- OneSpan Inc.OSPN1,677 shares · 0.0% of their software$18KFlat
- Ribbon Communications Inc.RBBN6,041 shares · 0.0% of their software$18KFlat
- Commerce.com, Inc.CMRC1,701 shares · 0.0% of their software$17KFlat
- Clearwater AnalyticsCWAN825 shares · 0.0% of their software$17K—
- EverCommerceEVCM1,453 shares · 0.0% of their software$16KFlat
- International Money Express, Inc.IMXI677 shares · 0.0% of their software$15KFlat
- NextNav Inc.NN3,297 shares · 0.0% of their software$15KFlat
- PubMaticPUBM825 shares · 0.0% of their software$13KFlat
- Red Violet, Inc.RDVT636 shares · 0.0% of their software$13KFlat
- eGain CorporationEGAN1,454 shares · 0.0% of their software$12KFlat
- VertexVERX427 shares · 0.0% of their software$12KFlat
- Tucows Inc.TCX423 shares · 0.0% of their software$11KFlat
- SoundThinking, Inc.SSTI387 shares · 0.0% of their software$10KFlat
- SoundHound AI, Inc.SOUN4,315 shares · 0.0% of their software$9KFlat
- Paysign, Inc.PAYS3,145 shares · 0.0% of their software$9KFlat
- Katapult Holdings, Inc.KPLT783 shares · 0.0% of their software$9KFlat
- SmartRent, Inc.SMRT2,444 shares · 0.0% of their software$8KFlat
- Viant Technology Inc.DSP1,033 shares · 0.0% of their software$7KFlat
- Radware Ltd.RDWR410 shares · 0.0% of their software$7KFlat
- Rackspace Technology, Inc.RXT3,266 shares · 0.0% of their software$7KFlat
- Rimini Street, Inc.RMNI1,641 shares · 0.0% of their software$5KFlat
- Kaltura, Inc.KLTR2,552 shares · 0.0% of their software$5KFlat
- CS Disco, Inc.LAW570 shares · 0.0% of their software$4KFlat
- DHI Group, Inc.DHX1,535 shares · 0.0% of their software$4KFlat
- Nerdy Inc.NRDY1,018 shares · 0.0% of their software$3KFlat
- Asure Software, Inc.ASUR350 shares · 0.0% of their software$3KFlat
- Veritone, Inc.VERI1,081 shares · 0.0% of their software$2KFlat
- Expensify, Inc.EXFY726 shares · 0.0% of their software$2KFlat
- Priority Technology Holdings, Inc.PRTH169 shares · 0.0% of their software$602Flat
- BlackBerry LimitedBB147 shares · 0.0% of their software$521Flat
- VirnetX Holding CorporationVHC36 shares · 0.0% of their software$252New · Flat
- authID Inc.AUID16 shares · 0.0% of their software$151New · Flat
- Intellicheck, Inc.IDN66 shares · 0.0% of their software$125Flat
- DoceboDCBO1 shares · 0.0% of their software$48New · Flat
- SimilarwebSMWB6 shares · 0.0% of their software$32Flat
- comScore, Inc.SCOR1 shares · 0.0% of their software$17New · Flat
- Cognyte Software Ltd.CGNT2 shares · 0.0% of their software$13Flat