Generalist · Boston, MA
Fidelity
Q1 2024 · compared with Q4 2023
Filed as Fmr LLC
- Software
- $182B
- Weight of 13F
- 12.2%
- Names
- 223
- Net bought
- +$1.7B
Filed 13 May 2024 · SEC filing.
5,154 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
- MicrosoftMSFT220,859,696 shares · 51.1% of their software · price +$9.9B$92.9BFlat
- SalesforceCRM36,891,791 shares · 6.1% of their software · price +$1.4B$11.1B+$174M
- Uber Technologies, Inc.UBER125,492,610 shares · 5.3% of their software · price +$1.9B$9.7B+$180M
- AdobeADBE9,530,209 shares · 2.6% of their software · price −$877M$4.8B−$1.2B
- IntuitINTU6,133,709 shares · 2.2% of their software · price +$153M$4.0B−$40.8M
- ServiceNowNOW5,079,942 shares · 2.1% of their software · price +$284M$3.9B+$174M
- OracleORCL27,919,092 shares · 1.9% of their software · price +$563M$3.5B+$421M
- CadenceCDNS9,697,701 shares · 1.7% of their software · price +$377M$3.0BFlat
- ShopifySHOP33,882,899 shares · 1.4% of their software · price −$24.7M$2.6B−$203M
- Block, Inc.XYZ29,344,059 shares · 1.4% of their software · price +$212M$2.5B+$556M
- NutanixNTNX36,649,391 shares · 1.2% of their software · price +$514M$2.3BFlat
- SynopsysSNPS3,957,054 shares · 1.2% of their software · price +$224M$2.3B−$169M
- HubSpotHUBS3,347,959 shares · 1.2% of their software · price +$154M$2.1B+$82.3M
- MongoDBMDB4,937,296 shares · 1.0% of their software · price −$248M$1.8B−$50.3M
- Fiserv, Inc.FISV9,959,002 shares · 0.9% of their software · price +$269M$1.6B−$159M
- OktaOKTA15,127,994 shares · 0.9% of their software · price +$213M$1.6B−$28.1M
- Amdocs LimitedDOX17,474,647 shares · 0.9% of their software · price +$43.3M$1.6BFlat
- CloudflareNET15,120,480 shares · 0.8% of their software · price +$205M$1.5B+$42.1M
- AutodeskADSK5,465,882 shares · 0.8% of their software · price +$92.6M$1.4B+$93.6M
- Palo Alto NetworksPANW4,605,012 shares · 0.7% of their software · price −$49.5M$1.3B−$239M
- SAPSAP6,332,634 shares · 0.7% of their software · price +$256M$1.2B+$44.5M
- Lyft, Inc.LYFT58,572,784 shares · 0.6% of their software · price +$255M$1.1B+$15.4M
- VeriskVRSK4,419,687 shares · 0.6% of their software · price −$13.8M$1.0B−$132M
- DatadogDDOG8,398,676 shares · 0.6% of their software · price +$18.6M$1.0B+$140M
- WorkdayWDAY3,769,666 shares · 0.6% of their software · price −$12.5M$1.0B−$140M
- CrowdStrikeCRWD3,045,921 shares · 0.5% of their software · price +$199M$976MFlat
- Gen DigitalGEN43,426,977 shares · 0.5% of their software · price −$18.2M$973M+$189M
- Automatic Data Processing, Inc.ADP3,241,380 shares · 0.4% of their software · price +$54.4M$810M+$14.2M
- SnowflakeSNOW4,335,476 shares · 0.4% of their software · price −$162M$701M−$19.1M
- DynatraceDT14,227,144 shares · 0.4% of their software · price −$117M$661M−$226M
- TenableTENB13,214,022 shares · 0.4% of their software · price +$44.5M$653M+$27.1M
- ElasticESTC6,035,972 shares · 0.3% of their software · price −$75.2M$605MFlat
- VeevaVEEV2,588,431 shares · 0.3% of their software · price +$101M$600M+$210M
- Roper Technologies, Inc.ROP1,051,609 shares · 0.3% of their software · price +$16.5M$590M−$14.0M
- UiPathPATH23,024,867 shares · 0.3% of their software · price −$50.0M$522M+$91.5M
- NICENICE1,999,861 shares · 0.3% of their software · price +$122M$521M+$105M
- Corpay, Inc.CPAY1,660,144 shares · 0.3% of their software · price +$43.0M$512MNew · +$469M
- Strategy IncMSTR299,664 shares · 0.3% of their software · price +$322M$511M−$164M
- TwilioTWLO8,187,195 shares · 0.3% of their software · price −$121M$501M+$104M
- ZoomZM7,634,875 shares · 0.3% of their software · price −$49.9M$499M+$144M
- BILLBILL7,033,039 shares · 0.3% of their software · price −$90.5M$483M+$131M
- Five9FIVN7,038,329 shares · 0.2% of their software · price −$117M$437M+$175M
- Manhattan AssociatesMANH1,708,403 shares · 0.2% of their software · price +$59.6M$427M+$15.5M
- SamsaraIOT11,308,186 shares · 0.2% of their software · price +$49.9M$427M+$96.7M
- PTCPTC1,938,351 shares · 0.2% of their software · price +$27.1M$366M−$33.7M
- OpenTextOTEX9,043,011 shares · 0.2% of their software · price −$28.8M$351M+$35.3M
- ToastTOST13,346,581 shares · 0.2% of their software · price +$88.9M$333M−$69.8M
- AtlassianTEAM1,615,164 shares · 0.2% of their software · price −$69.0M$315M+$4.6M
- DuolingoDUOL1,412,007 shares · 0.2% of their software · price −$8.9M$311M+$109M
- ZoomInfoZI18,560,160 shares · 0.2% of their software$298M—
- BlackLineBL4,402,647 shares · 0.2% of their software · price +$9.4M$284M+$71.5M
- PagSeguro Digital Ltd.PAGS19,815,891 shares · 0.2% of their software · price +$35.9M$283M+$4.5M
- WorkivaWK3,326,865 shares · 0.2% of their software · price −$55.7M$282M+$90.7M
- PalantirPLTR11,504,704 shares · 0.1% of their software · price +$67.2M$265M+$114M
- WEX Inc.WEX1,101,712 shares · 0.1% of their software · price +$47.4M$262M+$123M
- SS&CSSNC3,663,309 shares · 0.1% of their software · price +$11.9M$236M−$27.7M
- FortinetFTNT3,402,880 shares · 0.1% of their software · price +$33.3M$232M−$14.7M
- WixWIX1,630,295 shares · 0.1% of their software · price +$23.6M$224M−$135M
- The Trade DeskTTD2,487,860 shares · 0.1% of their software · price +$38.5M$217M+$33.9M
- Rapid7RPD4,416,129 shares · 0.1% of their software · price −$35.6M$217M−$2.9M
- Joint Stock Company Kaspi.kzKSPI1,651,797 shares · 0.1% of their software$212MNew · +$212M
- ZscalerZS1,048,523 shares · 0.1% of their software · price −$30.3M$202M+$27.7M
- Fair IsaacFICO159,077 shares · 0.1% of their software · price +$13.6M$199M+$70.5M
- Upbound Group, Inc.UPBD5,639,597 shares · 0.1% of their software · price +$7.0M$199M−$41.1M
- PhreesiaPHR7,685,990 shares · 0.1% of their software · price +$6.0M$184MFlat
- Intapp, Inc.INTA5,359,821 shares · 0.1% of their software · price −$19.9M$184M+$14.4M
- UnityU6,762,329 shares · 0.1% of their software · price −$96.0M$181M+$234M
- FlywireFLYW6,971,265 shares · 0.1% of their software · price +$11.6M$173M+$10.7M
- VaronisVRNS3,345,975 shares · 0.1% of their software · price +$6.3M$158M+$44.6M
- Check PointCHKP880,654 shares · 0.1% of their software · price +$9.9M$144MFlat
- MorningstarMORN447,489 shares · 0.1% of their software · price +$9.9M$138M+$11.1M
- DLocal LimitedDLO8,677,878 shares · 0.1% of their software · price −$25.9M$128M−$15.3M
- Thryv Holdings, Inc.THRY5,326,474 shares · 0.1% of their software · price +$10.0M$118MFlat
- PaycomPAYC589,988 shares · 0.1% of their software · price −$4.5M$117M−$76.8M
- Paychex, Inc.PAYX890,677 shares · 0.1% of their software · price +$3.3M$109M−$423M
- StoneCo Ltd.STNE6,405,759 shares · 0.1% of their software · price −$9.1M$106M−$43.8M
- CoStarCSGP1,097,371 shares · 0.1% of their software · price +$10.1M$106M−$42.6M
- Clear Secure, Inc.YOU4,937,622 shares · 0.1% of their software · price +$3.1M$105M+$25.4M
- EVERTEC, Inc.EVTC2,624,701 shares · 0.1% of their software · price −$2.7M$105M+$54.3M
- SPS CommerceSPSC538,719 shares · 0.1% of their software · price −$4.8M$99.6M+$5.6M
- DoubleVerifyDV2,689,981 shares · 0.1% of their software · price −$4.4M$94.6MFlat
- monday.comMNDY416,375 shares · 0.1% of their software · price +$15.8M$94.0M+$14.7M
- RingCentralRNG2,609,387 shares · 0.0% of their software · price +$2.1M$90.7M−$3.1M
- JFrogFROG2,042,417 shares · 0.0% of their software · price +$19.6M$90.3M−$5.3M
- Shift4 Payments, Inc.FOUR1,349,948 shares · 0.0% of their software · price −$11.2M$89.2M−$1.1M
- DocuSignDOCU1,495,678 shares · 0.0% of their software$89.1M+$8.8M
- Remitly Global, Inc.RELY4,064,097 shares · 0.0% of their software · price +$5.4M$84.3M−$11.1M
- MagniteMGNI7,549,322 shares · 0.0% of their software · price +$10.6M$81.2M+$5.5M
- NCR Atleos CorporationNATL3,914,379 shares · 0.0% of their software · price −$17.8M$77.3M+$31.8M
- AmplitudeAMPL6,550,725 shares · 0.0% of their software · price −$12.1M$71.3M+$30.1M
- DropboxDBX2,870,906 shares · 0.0% of their software · price −$14.9M$69.8M+$20.9M
- FreshworksFRSH3,611,105 shares · 0.0% of their software · price −$19.1M$65.8M+$11.7M
- TeradataTDC1,650,377 shares · 0.0% of their software · price −$8.0M$63.8M+$11.7M
- DoximityDOCS2,349,537 shares · 0.0% of their software · price −$2.7M$63.2M+$19.7M
- Sprout SocialSPT955,985 shares · 0.0% of their software · price −$1.7M$57.1M−$14.6M
- NetApp, Inc.NTAP538,869 shares · 0.0% of their software · price +$9.1M$56.6M+$10.2M
- AkamaiAKAM498,272 shares · 0.0% of their software · price −$4.8M$54.2M+$13.3M
- ePlus inc.PLUS612,471 shares · 0.0% of their software · price −$796K$48.1M+$5.9M
- CommvaultCVLT472,571 shares · 0.0% of their software · price +$10.2M$47.9M+$22.3M
- VeriSign, Inc.VRSN242,289 shares · 0.0% of their software · price −$4.0M$45.9M−$3.6M
- Endava plcDAVA1,194,263 shares · 0.0% of their software · price −$47.5M$45.4M−$47.9M
- AppLovinAPP649,986 shares · 0.0% of their software · price +$19.1M$45.0M+$4.9M
- ProgressPRGS829,285 shares · 0.0% of their software · price −$821K$44.2M+$19.2M
- PaylocityPCTY230,782 shares · 0.0% of their software · price +$1.6M$39.7MFlat
- Alarm.com Holdings, Inc.ALRM511,501 shares · 0.0% of their software · price +$4.0M$37.1M+$9.2M
- GoDaddyGDDY309,525 shares · 0.0% of their software · price +$3.9M$36.7M−$84.0M
- FactSetFDS75,374 shares · 0.0% of their software · price −$1.7M$34.2M−$8.2M
- nCinoNCNO914,963 shares · 0.0% of their software · price +$3.4M$34.2M+$30.7M
- AlkamiALKT1,302,708 shares · 0.0% of their software$32.0MFlat
- Global-EGLBE848,681 shares · 0.0% of their software · price −$2.8M$30.8M+$6.2M
- DigitalOceanDOCN683,069 shares · 0.0% of their software · price +$1.0M$26.1M+$3.2M
- SchrödingerSDGR964,508 shares · 0.0% of their software · price −$8.5M$26.0MFlat
- BlackbaudBLKB337,606 shares · 0.0% of their software · price −$4.2M$25.0M−$57.2M
- SemrushSEMR1,632,252 shares · 0.0% of their software$21.6M—
- ProcorePCOR215,587 shares · 0.0% of their software · price +$2.8M$17.7MFlat
- SentinelOneS679,274 shares · 0.0% of their software · price −$2.8M$15.8MFlat
- BroadridgeBR71,830 shares · 0.0% of their software$14.7MFlat
- DescartesDSGX143,735 shares · 0.0% of their software · price +$1.1M$13.1M+$11.9M
- GitLabGTLB212,522 shares · 0.0% of their software · price −$986K$12.4MFlat
- PegasystemsPEGA182,567 shares · 0.0% of their software · price +$2.9M$11.8M+$6.5M
- Tyler TechnologiesTYL21,589 shares · 0.0% of their software$9.2MFlat
- CCC Intelligent Solutions Holdings Inc.CCC676,272 shares · 0.0% of their software$8.1M−$1.1M
- QualysQLYS43,661 shares · 0.0% of their software · price −$1.3M$7.3M−$111M
- F5, Inc.FFIV36,693 shares · 0.0% of their software$7.0MFlat
- Euronet Worldwide, Inc.EEFT60,504 shares · 0.0% of their software · price +$511K$6.7M+$6.0M
- Q2QTWO119,285 shares · 0.0% of their software · price +$1.1M$6.3MFlat
- Repay Holdings CorporationRPAY568,324 shares · 0.0% of their software · price +$1.4M$6.3M−$19.0M
- CertaraCERT294,347 shares · 0.0% of their software$5.3MFlat
- LiveRamp Holdings, Inc.RAMP143,476 shares · 0.0% of their software$4.9MFlat
- TrimbleTRMB73,196 shares · 0.0% of their software · price +$817K$4.7M−$5.1M
- Telos CorporationTLS1,017,794 shares · 0.0% of their software · price +$519K$4.2MFlat
- PDF Solutions, Inc.PDFS109,349 shares · 0.0% of their software$3.7MFlat
- Bandwidth Inc.BAND180,359 shares · 0.0% of their software · price +$684K$3.3MFlat
- Agilysys, Inc.AGYS38,933 shares · 0.0% of their software$3.3MFlat
- 8x8EGHT1,197,926 shares · 0.0% of their software$3.2M—
- Pagaya Technologies Ltd.PGY287,140 shares · 0.0% of their software · price +$2.5M$2.9MNew · Flat
- DomoDOMO266,043 shares · 0.0% of their software$2.4M—
- AppFolioAPPF8,073 shares · 0.0% of their software · price +$593K$2.0MFlat
- PagerDutyPD85,016 shares · 0.0% of their software$1.9M−$2.3M
- GuidewireGWRE15,603 shares · 0.0% of their software$1.8M−$2.5M
- KlaviyoKVYO66,973 shares · 0.0% of their software$1.7M−$15.4M
- Payoneer Global Inc.PAYO334,423 shares · 0.0% of their software$1.6M+$986K
- SprinklrCXM121,536 shares · 0.0% of their software$1.5M+$1.4M
- Grab Holdings LimitedGRAB360,076 shares · 0.0% of their software$1.1M−$2.4M
- Aeva Technologies, Inc.AEVA248,410 shares · 0.0% of their software · price +$788K$976KNew · Flat
- YextYEXT144,778 shares · 0.0% of their software$873KFlat
- LightspeedLSPD55,071 shares · 0.0% of their software$774K−$32.9M
- Health CatalystHCAT83,831 shares · 0.0% of their software$631KFlat
- Bentley SystemsBSY11,934 shares · 0.0% of their software$623KFlat
- Xperi Inc.XPER51,063 shares · 0.0% of their software$616K+$543K
- BoxBOX14,640 shares · 0.0% of their software$415K−$572K
- Sabre CorporationSABR133,544 shares · 0.0% of their software$323K−$1.5M
- i3 Verticals, Inc.IIIV12,290 shares · 0.0% of their software$281KFlat
- N-ableNABL18,767 shares · 0.0% of their software$245KFlat
- InterDigital, Inc.IDCC2,259 shares · 0.0% of their software$240KFlat
- Donnelley Financial Solutions, Inc.DFIN3,407 shares · 0.0% of their software$211K−$737K
- C3.aiAI7,018 shares · 0.0% of their software$190KFlat
- SoundHound AI, Inc.SOUN28,885 shares · 0.0% of their software$170KFlat
- ACI WorldwideACIW4,724 shares · 0.0% of their software$157KFlat
- Alight, Inc.ALIT11,943 shares · 0.0% of their software$118KFlat
- BrazeBRZE2,099 shares · 0.0% of their software$93KFlat
- FastlyFSLY7,095 shares · 0.0% of their software$92K−$203M
- Blend Labs, Inc.BLND25,706 shares · 0.0% of their software$84KFlat
- A10 Networks, Inc.ATEN5,993 shares · 0.0% of their software$82KFlat
- PaymentusPAY3,200 shares · 0.0% of their software$73KFlat
- Simulations PlusSLP1,616 shares · 0.0% of their software$66KFlat
- PAR Technology CorporationPAR1,392 shares · 0.0% of their software$63KFlat
- Beamr Imaging Ltd.BMR9,499 shares · 0.0% of their software$61KNew · Flat
- AppianAPPN1,511 shares · 0.0% of their software$60KFlat
- Consensus Cloud Solutions, Inc.CCSI3,605 shares · 0.0% of their software$57KFlat
- Daily Journal CorporationDJCO158 shares · 0.0% of their software$57KFlat
- Full Truck Alliance Co. Ltd.YMM7,772 shares · 0.0% of their software$57KFlat
- Cerence Inc.CRNC3,475 shares · 0.0% of their software$55KFlat
- Rekor Systems, Inc.REKR23,151 shares · 0.0% of their software$53KFlat
- CourseraCOUR3,382 shares · 0.0% of their software$47KFlat
- Adeia Inc.ADEA4,225 shares · 0.0% of their software$46KFlat
- Calix, Inc.CALX1,344 shares · 0.0% of their software$45KFlat
- AsanaASAN2,810 shares · 0.0% of their software$44KFlat
- NetScout Systems, Inc.NTCT1,923 shares · 0.0% of their software$42KFlat
- Clearwater AnalyticsCWAN2,373 shares · 0.0% of their software$42K—
- Zeta GlobalZETA3,716 shares · 0.0% of their software$41KFlat
- Veritone, Inc.VERI6,883 shares · 0.0% of their software$36KFlat
- Mitek Systems, Inc.MITK2,471 shares · 0.0% of their software$35KFlat
- PubMaticPUBM1,343 shares · 0.0% of their software$32KFlat
- Grindr Inc.GRND3,033 shares · 0.0% of their software$31KFlat
- OneSpan Inc.OSPN2,572 shares · 0.0% of their software$30KFlat
- International Money Express, Inc.IMXI1,287 shares · 0.0% of their software$29KFlat
- Paysafe LimitedPSFE1,801 shares · 0.0% of their software$28K−$627K
- ReposiTrak, Inc.TRAK1,705 shares · 0.0% of their software$27KNew · Flat
- Definitive HealthcareDH3,302 shares · 0.0% of their software$27KFlat
- Immersion CorporationIMMR2,940 shares · 0.0% of their software$22KFlat
- AvePointAVPT2,168 shares · 0.0% of their software$17KFlat
- Digital TurbineAPPS6,267 shares · 0.0% of their software$16KFlat
- EverCommerceEVCM1,624 shares · 0.0% of their software$15KFlat
- SoundThinking, Inc.SSTI796 shares · 0.0% of their software$13KFlat
- VertexVERX397 shares · 0.0% of their software$13KFlat
- NextNav Inc.NN1,743 shares · 0.0% of their software$11KSplit
- Viant Technology Inc.DSP1,040 shares · 0.0% of their software$11KFlat
- Paysign, Inc.PAYS2,951 shares · 0.0% of their software$11KFlat
- Red Violet, Inc.RDVT526 shares · 0.0% of their software$10KFlat
- Ribbon Communications Inc.RBBN3,172 shares · 0.0% of their software$10KFlat
- Tucows Inc.TCX528 shares · 0.0% of their software$10KFlat
- SmartRent, Inc.SMRT3,652 shares · 0.0% of their software$10KFlat
- Expensify, Inc.EXFY4,893 shares · 0.0% of their software$9KFlat
- Radware Ltd.RDWR409 shares · 0.0% of their software$8KFlat
- Commerce.com, Inc.CMRC1,081 shares · 0.0% of their software$7KFlat
- Nerdy Inc.NRDY2,371 shares · 0.0% of their software$7KFlat
- Rackspace Technology, Inc.RXT4,256 shares · 0.0% of their software$7KFlat
- Kaltura, Inc.KLTR4,696 shares · 0.0% of their software$6KFlat
- Rimini Street, Inc.RMNI1,893 shares · 0.0% of their software$6KFlat
- Ooma, Inc.OOMA705 shares · 0.0% of their software$6K−$1.3M
- CS Disco, Inc.LAW624 shares · 0.0% of their software$5KFlat
- Asure Software, Inc.ASUR649 shares · 0.0% of their software$5KFlat
- DHI Group, Inc.DHX1,292 shares · 0.0% of their software$3KFlat
- eGain CorporationEGAN469 shares · 0.0% of their software$3KFlat
- AMTD Digital Inc.HKD379 shares · 0.0% of their software$1KNew · Flat
- BackblazeBLZE97 shares · 0.0% of their software$992New · Flat
- GigaCloud Technology Inc.GCT33 shares · 0.0% of their software$882New · Flat
- Priority Technology Holdings, Inc.PRTH222 shares · 0.0% of their software$726Flat
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