Generalist · Cincinnati, OH
Fifth Third Bancorp
Q4 2021 · compared with Q3 2021
- Software
- $1.7B
- Weight of 13F
- 6.7%
- Names
- 118
- Net bought
- +$28.3M
Filed 1 February 2022 · SEC filing.
2,641 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
- MicrosoftMSFT2,935,765 shares · 58.1% of their software · price +$160M$987MFlat
- SalesforceCRM454,754 shares · 6.8% of their software · price −$7.8M$116M+$15.8M
- AdobeADBE187,865 shares · 6.3% of their software · price −$1.6M$107M+$6.7M
- Automatic Data Processing, Inc.ADP402,700 shares · 5.8% of their software · price +$18.8M$99.3MFlat
- Palo Alto NetworksPANW149,825 shares · 4.9% of their software · price +$11.7M$83.4M−$12.2M
- SynopsysSNPS187,466 shares · 4.1% of their software · price +$13.0M$69.1M+$932K
- OracleORCL670,686 shares · 3.4% of their software$58.5MFlat
- ServiceNowNOW68,985 shares · 2.6% of their software · price +$1.9M$44.8M+$4.1M
- VeevaVEEV68,264 shares · 1.0% of their software · price −$2.2M$17.4M+$3.1M
- CadenceCDNS84,019 shares · 0.9% of their software · price +$2.9M$15.7MFlat
- Fiserv, Inc.FISV110,751 shares · 0.7% of their software · price −$522K$11.5M+$943K
- Paychex, Inc.PAYX81,040 shares · 0.7% of their software · price +$1.9M$11.1MFlat
- IntuitINTU17,082 shares · 0.6% of their software · price +$1.8M$11.0M+$1.1M
- Roper Technologies, Inc.ROP17,144 shares · 0.5% of their software · price +$784K$8.4MFlat
- BroadridgeBR38,054 shares · 0.4% of their software · price +$616K$7.0M+$1.3M
- SAPSAP38,352 shares · 0.3% of their software$5.4MFlat
- AutodeskADSK16,195 shares · 0.3% of their software$4.6M−$652K
- SentinelOneS88,868 shares · 0.3% of their software$4.5MNew · +$4.8M
- Check PointCHKP33,619 shares · 0.2% of their software$3.9MFlat
- VeriskVRSK15,102 shares · 0.2% of their software$3.5MFlat
- Block, Inc.XYZ19,482 shares · 0.2% of their software · price −$1.5M$3.1M+$860K
- ShopifySHOP1,848 shares · 0.1% of their software$2.5MFlat
- AkamaiAKAM21,366 shares · 0.1% of their software$2.5MFlat
- CoStarCSGP25,848 shares · 0.1% of their software$2.0MFlat
- DynatraceDT32,588 shares · 0.1% of their software$2.0MFlat
- SnowflakeSNOW3,887 shares · 0.1% of their software$1.3M+$950K
- FortinetFTNT2,461 shares · 0.1% of their software$884KFlat
- TwilioTWLO2,933 shares · 0.0% of their software$772KFlat
- HubSpotHUBS1,149 shares · 0.0% of their software$757KFlat
- WorkdayWDAY2,743 shares · 0.0% of their software$749K+$608K
- DigitalOceanDOCN8,571 shares · 0.0% of their software$689KFlat
- BlackLineBL6,315 shares · 0.0% of their software$654K+$538K
- PalantirPLTR31,575 shares · 0.0% of their software$575KFlat
- VeriSign, Inc.VRSN2,003 shares · 0.0% of their software$508KFlat
- Amdocs LimitedDOX6,671 shares · 0.0% of their software$499KFlat
- The Trade DeskTTD5,385 shares · 0.0% of their software$493KFlat
- Euronet Worldwide, Inc.EEFT3,813 shares · 0.0% of their software$454KFlat
- DoubleVerifyDV13,490 shares · 0.0% of their software$449KNew · Flat
- Five9FIVN3,268 shares · 0.0% of their software$449KFlat
- OpenTextOTEX9,354 shares · 0.0% of their software$444KFlat
- BoxBOX15,572 shares · 0.0% of their software$408KNew · Flat
- CrowdStrikeCRWD1,995 shares · 0.0% of their software$408KFlat
- MorningstarMORN1,193 shares · 0.0% of their software$408KFlat
- Fair IsaacFICO938 shares · 0.0% of their software$407KFlat
- PaylocityPCTY1,559 shares · 0.0% of their software$368KFlat
- F5, Inc.FFIV1,440 shares · 0.0% of their software$352KFlat
- Tyler TechnologiesTYL645 shares · 0.0% of their software$347KFlat
- FactSetFDS709 shares · 0.0% of their software$345KFlat
- NICENICE1,134 shares · 0.0% of their software$344KFlat
- NetApp, Inc.NTAP3,722 shares · 0.0% of their software$342KFlat
- MongoDBMDB608 shares · 0.0% of their software$322KFlat
- LightspeedLSPD7,137 shares · 0.0% of their software$289KFlat
- SPS CommerceSPSC2,001 shares · 0.0% of their software$285KFlat
- Mitek Systems, Inc.MITK15,500 shares · 0.0% of their software$275KFlat
- PaycomPAYC629 shares · 0.0% of their software$261KFlat
- UnityU1,827 shares · 0.0% of their software$261KFlat
- ZoomZM1,364 shares · 0.0% of their software$251KFlat
- TeradataTDC4,587 shares · 0.0% of their software$195KFlat
- WorkivaWK1,482 shares · 0.0% of their software$193KFlat
- DescartesDSGX2,249 shares · 0.0% of their software$186KFlat
- TrimbleTRMB2,009 shares · 0.0% of their software$175KFlat
- Alarm.com Holdings, Inc.ALRM1,805 shares · 0.0% of their software$153KFlat
- Gen DigitalGEN5,887 shares · 0.0% of their software$153KFlat
- AppianAPPN2,100 shares · 0.0% of their software$137KFlat
- PTCPTC1,096 shares · 0.0% of their software$133KFlat
- PegasystemsPEGA1,129 shares · 0.0% of their software$126KFlat
- BlackBerry LimitedBB11,538 shares · 0.0% of their software$108KFlat
- DocuSignDOCU660 shares · 0.0% of their software$101KFlat
- GuidewireGWRE800 shares · 0.0% of their software$91KFlat
- WixWIX540 shares · 0.0% of their software$85KFlat
- OktaOKTA363 shares · 0.0% of their software$81KFlat
- CloudflareNET535 shares · 0.0% of their software$70KFlat
- Manhattan AssociatesMANH441 shares · 0.0% of their software$69KFlat
- Strategy IncMSTR122 shares · 0.0% of their software$66KFlat
- Clear Secure, Inc.YOU2,000 shares · 0.0% of their software$63KFlat
- Health CatalystHCAT1,565 shares · 0.0% of their software$62KFlat
- PhreesiaPHR1,440 shares · 0.0% of their software$60KFlat
- CertaraCERT2,059 shares · 0.0% of their software$59KFlat
- BILLBILL223 shares · 0.0% of their software$56KFlat
- Consensus Cloud Solutions, Inc.CCSI933 shares · 0.0% of their software$54KNew · Flat
- Cerence Inc.CRNC650 shares · 0.0% of their software$50KFlat
- AppFolioAPPF400 shares · 0.0% of their software$48KFlat
- Q2QTWO585 shares · 0.0% of their software$46KFlat
- Uber Technologies, Inc.UBER968 shares · 0.0% of their software$41KFlat
- DropboxDBX1,560 shares · 0.0% of their software$38KFlat
- Simulations PlusSLP808 shares · 0.0% of their software$38KFlat
- ZscalerZS111 shares · 0.0% of their software$36KFlat
- WEX Inc.WEX227 shares · 0.0% of their software$32KFlat
- Sprout SocialSPT297 shares · 0.0% of their software$27KFlat
- Cognyte Software Ltd.CGNT1,610 shares · 0.0% of their software$25KFlat
- InterDigital, Inc.IDCC354 shares · 0.0% of their software$25KFlat
- SS&CSSNC304 shares · 0.0% of their software$25KFlat
- VertexVERX1,493 shares · 0.0% of their software$24KFlat
- Lyft, Inc.LYFT500 shares · 0.0% of their software$21KFlat
- BlackbaudBLKB256 shares · 0.0% of their software$20KFlat
- QualysQLYS147 shares · 0.0% of their software$20KFlat
- Definitive HealthcareDH664 shares · 0.0% of their software$18KNew · Flat
- LiveRamp Holdings, Inc.RAMP367 shares · 0.0% of their software$18KFlat
- ACI WorldwideACIW393 shares · 0.0% of their software$14KFlat
- Rapid7RPD93 shares · 0.0% of their software$11KFlat
- Upbound Group, Inc.UPBD221 shares · 0.0% of their software$11KFlat
- EVERTEC, Inc.EVTC205 shares · 0.0% of their software$10KFlat
- CommvaultCVLT117 shares · 0.0% of their software$8KFlat
- JFrogFROG258 shares · 0.0% of their software$8KFlat
- NetScout Systems, Inc.NTCT229 shares · 0.0% of their software$8KFlat
- ProgressPRGS157 shares · 0.0% of their software$8KFlat
- DatadogDDOG32 shares · 0.0% of their software$6KFlat
- Paysign, Inc.PAYS3,630 shares · 0.0% of their software$6KNew · Flat
- NutanixNTNX125 shares · 0.0% of their software$4KFlat
- ZoomInfoZI65 shares · 0.0% of their software$4KNew
- Donnelley Financial Solutions, Inc.DFIN74 shares · 0.0% of their software$3KFlat
- 8x8EGHT174 shares · 0.0% of their software$3K—
- Remitly Global, Inc.RELY125 shares · 0.0% of their software$3KNew · Flat
- RingCentralRNG17 shares · 0.0% of their software$3KFlat
- Agilysys, Inc.AGYS56 shares · 0.0% of their software$2KNew · Flat
- Bentley SystemsBSY44 shares · 0.0% of their software$2KFlat
- ePlus inc.PLUS44 shares · 0.0% of their software$2KFlat
- Sabre CorporationSABR120 shares · 0.0% of their software$1KFlat