Generalist · Cincinnati, OH
Fifth Third Bancorp
Q2 2020 · compared with Q1 2020
- Software
- $1.0B
- Weight of 13F
- 6.2%
- Names
- 75
- Net bought
- +$42.1M
Filed 5 August 2020 · SEC filing.
2,042 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 2026196 names$3.5B−$148M
- Q1 2026196 names$3.2B+$1.7B
- Q4 2025141 names$2.4B+$332M
- Q3 2025144 names$2.7B−$2.9M
- Q2 2025138 names$2.6B+$9.0M
- Q1 2025139 names$2.0B+$2.0M
- Q4 2024133 names$2.3B+$11.5M
- Q3 2024136 names$2.3B+$22.4M
- Q2 2024130 names$2.2B+$30.7M
- Q1 2024127 names$2.1B+$50.1M
- Q4 2023128 names$1.9B−$4.8M
- Q3 2023128 names$1.6B−$6.9M
- Q2 2023127 names$1.7B+$18.5M
- Q1 2023123 names$1.4B−$8.8M
- Q4 2022120 names$1.2B−$7.4M
- Q3 2022116 names$1.2B+$186M
- Q2 2022112 names$1.3B−$11.5M
- Q1 2022116 names$1.5B−$7.6M
- Q4 2021118 names$1.7B+$28.3M
- Q3 2021113 names$1.5B+$7.7M
- Q2 2021101 names$1.4B−$22.0M
- Q1 202196 names$1.3B+$26.0M
- Q4 202093 names$1.2B+$15.7M
- Q3 202090 names$1.1B+$7.6M
- Q2 202075 names$1.0B+$42.1M
- Q1 202076 names$755M−$17.9M
- Q4 201976 names$817M+$11.5M
- Q3 201974 names$726M+$6.4M
- Q2 201977 names$712M+$55.1M
- Q1 201966 names$600M+$10.6M
- Q4 201866 names$498M−$1.5M
- Q3 201863 names$570M+$18.7M
- Q2 201869 names$478M−$4.5M
- Q1 201863 names$447MFlat
- Q4 201758 names$427M−$2.3M
- Q3 201758 names$390M+$508K
- Q2 201753 names$367M+$731K
- Q1 201746 names$349M−$8.4M
- Q4 201641 names$316MFlat
- Q3 201641 names$316M−$14.5M
- Q2 201641 names$315M—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT2,939,966 shares · 58.4% of their software · price +$135M$598MFlat
- AdobeADBE194,446 shares · 8.3% of their software · price +$22.8M$84.6M+$7.9M
- Automatic Data Processing, Inc.ADP469,516 shares · 6.8% of their software · price +$5.7M$69.9M−$1.7M
- SalesforceCRM279,851 shares · 5.1% of their software · price +$12.1M$52.4M+$6.2M
- OracleORCL809,820 shares · 4.4% of their software · price +$5.6M$44.8M−$1.6M
- SynopsysSNPS178,821 shares · 3.4% of their software · price +$11.8M$34.9M+$5.1M
- Palo Alto NetworksPANW150,158 shares · 3.4% of their software · price +$9.9M$34.5M+$3.5M
- ServiceNowNOW32,737 shares · 1.3% of their software · price +$3.9M$13.3M+$7.9M
- Fiserv, Inc.FISV117,159 shares · 1.1% of their software$11.4MFlat
- AkamaiAKAM97,455 shares · 1.0% of their software · price +$1.5M$10.4MFlat
- VeevaVEEV39,473 shares · 0.9% of their software · price +$3.1M$9.3M+$2.1M
- Roper Technologies, Inc.ROP18,405 shares · 0.7% of their software · price +$1.4M$7.1M+$4.5M
- SAPSAP47,342 shares · 0.6% of their software · price +$1.4M$6.6MFlat
- FactSetFDS19,417 shares · 0.6% of their software · price +$1.3M$6.4MFlat
- AutodeskADSK23,369 shares · 0.5% of their software · price +$1.9M$5.6MFlat
- CadenceCDNS46,701 shares · 0.4% of their software · price +$1.4M$4.5M+$3.0M
- IntuitINTU13,684 shares · 0.4% of their software · price +$906K$4.1MFlat
- BroadridgeBR31,505 shares · 0.4% of their software · price +$988K$4.0MFlat
- Paychex, Inc.PAYX45,129 shares · 0.3% of their software · price +$579K$3.4MFlat
- Check PointCHKP31,154 shares · 0.3% of their software$3.3M−$713K
- BILLBILL31,396 shares · 0.3% of their software · price +$1.8M$2.8MNew · +$1.1M
- Block, Inc.XYZ18,342 shares · 0.2% of their software · price +$964K$1.9M+$668K
- CoStarCSGP2,423 shares · 0.2% of their software$1.7M+$664K
- ShopifySHOP1,741 shares · 0.2% of their software · price +$927K$1.7MFlat
- VeriskVRSK6,461 shares · 0.1% of their software$1.1MFlat
- Five9FIVN7,052 shares · 0.1% of their software$780KFlat
- Tyler TechnologiesTYL1,874 shares · 0.1% of their software$650KFlat
- HubSpotHUBS1,574 shares · 0.0% of their software$353KFlat
- WorkdayWDAY1,785 shares · 0.0% of their software$334KFlat
- WixWIX1,295 shares · 0.0% of their software$332KFlat
- Amdocs LimitedDOX5,252 shares · 0.0% of their software$320KFlat
- Rapid7RPD6,000 shares · 0.0% of their software$306KFlat
- PaylocityPCTY1,991 shares · 0.0% of their software$290KFlat
- VeriSign, Inc.VRSN1,309 shares · 0.0% of their software$271KFlat
- ZoomZM1,019 shares · 0.0% of their software$258KFlat
- NICENICE1,291 shares · 0.0% of their software$244KFlat
- The Trade DeskTTD551 shares · 0.0% of their software$224KFlat
- OpenTextOTEX4,928 shares · 0.0% of their software$209KNew · Flat
- F5, Inc.FFIV1,484 shares · 0.0% of their software$207KFlat
- SPS CommerceSPSC2,545 shares · 0.0% of their software$191KFlat
- PegasystemsPEGA1,820 shares · 0.0% of their software$184KFlat
- FortinetFTNT1,091 shares · 0.0% of their software$150KFlat
- BlackLineBL1,787 shares · 0.0% of their software$148KFlat
- Alarm.com Holdings, Inc.ALRM1,876 shares · 0.0% of their software$122KFlat
- SS&CSSNC2,097 shares · 0.0% of their software$118KFlat
- Euronet Worldwide, Inc.EEFT1,222 shares · 0.0% of their software$117KFlat
- TwilioTWLO511 shares · 0.0% of their software$112KFlat
- AppianAPPN2,169 shares · 0.0% of their software$111KFlat
- DocuSignDOCU635 shares · 0.0% of their software$109KNew · Flat
- PaycomPAYC306 shares · 0.0% of their software$95KFlat
- GuidewireGWRE800 shares · 0.0% of their software$89KFlat
- WorkivaWK1,639 shares · 0.0% of their software$88KFlat
- DescartesDSGX1,605 shares · 0.0% of their software$85KFlat
- RingCentralRNG276 shares · 0.0% of their software$79KNew · Flat
- NetApp, Inc.NTAP1,731 shares · 0.0% of their software$77KFlat
- Gen DigitalGEN3,012 shares · 0.0% of their software$60KFlat
- Lyft, Inc.LYFT1,500 shares · 0.0% of their software$50KFlat
- BlackBerry LimitedBB10,000 shares · 0.0% of their software$49KFlat
- Uber Technologies, Inc.UBER1,289 shares · 0.0% of their software$40KFlat
- TrimbleTRMB882 shares · 0.0% of their software$38KFlat
- DropboxDBX907 shares · 0.0% of their software$20KFlat
- Strategy IncMSTR124 shares · 0.0% of their software$15KFlat
- CrowdStrikeCRWD130 shares · 0.0% of their software$13KFlat
- WEX Inc.WEX70 shares · 0.0% of their software$12KFlat
- ACI WorldwideACIW405 shares · 0.0% of their software$11KFlat
- Q2QTWO130 shares · 0.0% of their software$11KFlat
- BoxBOX475 shares · 0.0% of their software$10KFlat
- VaronisVRNS85 shares · 0.0% of their software$8KFlat
- BlackbaudBLKB116 shares · 0.0% of their software$7KFlat
- TeradataTDC300 shares · 0.0% of their software$6KFlat
- Sprout SocialSPT172 shares · 0.0% of their software$5KNew · Flat
- QualysQLYS33 shares · 0.0% of their software$3KFlat
- PTCPTC30 shares · 0.0% of their software$2KFlat
- Tucows Inc.TCX34 shares · 0.0% of their software$2KFlat
- MongoDBMDB4 shares · 0.0% of their software$1KFlat