Generalist · Cincinnati, OH
Fifth Third Bancorp
Q1 2023 · compared with Q4 2022
- Software
- $1.4B
- Weight of 13F
- 6.7%
- Names
- 123
- Net bought
- −$8.8M
Filed 24 April 2023 · SEC filing.
2,663 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
- MicrosoftMSFT2,963,687 shares · 59.9% of their software · price +$144M$854M−$8.5M
- Palo Alto NetworksPANW551,267 shares · 7.7% of their software · price +$33.2M$110MFlat
- Automatic Data Processing, Inc.ADP371,773 shares · 5.8% of their software · price −$6.0M$82.8M−$3.7M
- SynopsysSNPS206,018 shares · 5.6% of their software · price +$13.8M$79.6M+$807K
- OracleORCL685,290 shares · 4.5% of their software · price +$7.7M$63.7M+$4.5M
- SalesforceCRM302,021 shares · 4.2% of their software · price +$20.3M$60.3M+$3.0M
- AdobeADBE134,657 shares · 3.6% of their software · price +$6.6M$51.9M−$1.1M
- ServiceNowNOW52,803 shares · 1.7% of their software · price +$4.0M$24.5MFlat
- Fiserv, Inc.FISV145,824 shares · 1.2% of their software · price +$1.7M$16.5M−$1.3M
- IntuitINTU34,245 shares · 1.1% of their software · price +$1.9M$15.3MFlat
- CadenceCDNS46,926 shares · 0.7% of their software · price +$2.3M$9.9MFlat
- Roper Technologies, Inc.ROP15,722 shares · 0.5% of their software$6.9MFlat
- WorkdayWDAY20,254 shares · 0.3% of their software · price +$794K$4.2MFlat
- BroadridgeBR28,204 shares · 0.3% of their software$4.1M−$527K
- Paychex, Inc.PAYX35,427 shares · 0.3% of their software$4.1M−$2.7M
- AutodeskADSK16,276 shares · 0.2% of their software$3.4MFlat
- VeriskVRSK16,909 shares · 0.2% of their software$3.2MFlat
- SAPSAP25,421 shares · 0.2% of their software · price +$594K$3.2MFlat
- VeevaVEEV17,063 shares · 0.2% of their software$3.1MFlat
- AkamaiAKAM30,815 shares · 0.2% of their software$2.4MFlat
- BoxBOX65,586 shares · 0.1% of their software$1.8MFlat
- Block, Inc.XYZ24,436 shares · 0.1% of their software$1.7MFlat
- DynatraceDT35,237 shares · 0.1% of their software$1.5MFlat
- AtlassianTEAM7,481 shares · 0.1% of their software$1.3MFlat
- FortinetFTNT16,024 shares · 0.1% of their software$1.1MFlat
- Amdocs LimitedDOX10,833 shares · 0.1% of their software$1.0MFlat
- VeriSign, Inc.VRSN4,666 shares · 0.1% of their software$986KFlat
- PalantirPLTR69,164 shares · 0.0% of their software$584KFlat
- PaylocityPCTY2,775 shares · 0.0% of their software$552KFlat
- StoneCo Ltd.STNE57,032 shares · 0.0% of their software$544KNew · +$538K
- NetApp, Inc.NTAP8,437 shares · 0.0% of their software$539KFlat
- SentinelOneS32,918 shares · 0.0% of their software$539KFlat
- HubSpotHUBS1,167 shares · 0.0% of their software$500KFlat
- Five9FIVN6,421 shares · 0.0% of their software$464KFlat
- FactSetFDS1,087 shares · 0.0% of their software$451KFlat
- Sprout SocialSPT7,008 shares · 0.0% of their software$427KFlat
- ProcorePCOR6,582 shares · 0.0% of their software$412KFlat
- Strategy IncMSTR1,366 shares · 0.0% of their software$399KFlat
- Tyler TechnologiesTYL1,117 shares · 0.0% of their software$396KFlat
- PaycomPAYC1,238 shares · 0.0% of their software$376KFlat
- ShopifySHOP7,822 shares · 0.0% of their software$375KFlat
- The Trade DeskTTD5,987 shares · 0.0% of their software$365KFlat
- ToastTOST18,666 shares · 0.0% of their software$331KFlat
- CoStarCSGP4,714 shares · 0.0% of their software$325KFlat
- TrimbleTRMB5,829 shares · 0.0% of their software$306KFlat
- F5, Inc.FFIV1,936 shares · 0.0% of their software$282KFlat
- SPS CommerceSPSC1,736 shares · 0.0% of their software$264KFlat
- PTCPTC2,010 shares · 0.0% of their software$258KFlat
- NICENICE1,122 shares · 0.0% of their software$257KFlat
- SnowflakeSNOW1,650 shares · 0.0% of their software$255KFlat
- CrowdStrikeCRWD1,784 shares · 0.0% of their software$245KFlat
- Uber Technologies, Inc.UBER6,828 shares · 0.0% of their software$216KFlat
- TeradataTDC4,332 shares · 0.0% of their software$174KFlat
- DescartesDSGX1,970 shares · 0.0% of their software$159KFlat
- WorkivaWK1,471 shares · 0.0% of their software$151KFlat
- Mitek Systems, Inc.MITK15,000 shares · 0.0% of their software$144KFlat
- Euronet Worldwide, Inc.EEFT1,243 shares · 0.0% of their software$139KFlat
- Check PointCHKP1,057 shares · 0.0% of their software$137KFlat
- Lyft, Inc.LYFT13,711 shares · 0.0% of their software$127KFlat
- MongoDBMDB536 shares · 0.0% of their software$125KFlat
- BlackLineBL1,816 shares · 0.0% of their software$122KFlat
- Alarm.com Holdings, Inc.ALRM1,999 shares · 0.0% of their software$101KFlat
- AppianAPPN2,000 shares · 0.0% of their software$89KFlat
- InterDigital, Inc.IDCC1,100 shares · 0.0% of their software$80KFlat
- Manhattan AssociatesMANH465 shares · 0.0% of their software$72KFlat
- SS&CSSNC1,241 shares · 0.0% of their software$70KFlat
- Fair IsaacFICO99 shares · 0.0% of their software$70KFlat
- Gen DigitalGEN3,885 shares · 0.0% of their software$67KFlat
- DoubleVerifyDV2,083 shares · 0.0% of their software$63KNew · Flat
- WEX Inc.WEX338 shares · 0.0% of their software$62KFlat
- OktaOKTA714 shares · 0.0% of their software$62KFlat
- CertaraCERT2,059 shares · 0.0% of their software$50KFlat
- CCC Intelligent Solutions Holdings Inc.CCC5,374 shares · 0.0% of their software$48KFlat
- BlackbaudBLKB660 shares · 0.0% of their software$46KFlat
- Definitive HealthcareDH4,278 shares · 0.0% of their software$44KFlat
- GuidewireGWRE521 shares · 0.0% of their software$43KFlat
- PhreesiaPHR1,290 shares · 0.0% of their software$42KFlat
- International Money Express, Inc.IMXI1,485 shares · 0.0% of their software$38KNew · Flat
- QualysQLYS293 shares · 0.0% of their software$38KFlat
- Clearwater AnalyticsCWAN1,732 shares · 0.0% of their software$28K—
- Simulations PlusSLP598 shares · 0.0% of their software$26KFlat
- RingCentralRNG843 shares · 0.0% of their software$26KNew · Flat
- MorningstarMORN125 shares · 0.0% of their software$25KFlat
- VertexVERX1,151 shares · 0.0% of their software$24KFlat
- Q2QTWO619 shares · 0.0% of their software$15KFlat
- TenableTENB318 shares · 0.0% of their software$15KNew · Flat
- Cerence Inc.CRNC506 shares · 0.0% of their software$14KFlat
- LiveRamp Holdings, Inc.RAMP580 shares · 0.0% of their software$13KFlat
- Calix, Inc.CALX223 shares · 0.0% of their software$12KFlat
- NetScout Systems, Inc.NTCT388 shares · 0.0% of their software$11KFlat
- EVERTEC, Inc.EVTC291 shares · 0.0% of their software$10KFlat
- ACI WorldwideACIW354 shares · 0.0% of their software$10KFlat
- ProgressPRGS151 shares · 0.0% of their software$9KFlat
- Bentley SystemsBSY195 shares · 0.0% of their software$8KFlat
- TwilioTWLO107 shares · 0.0% of their software$7KFlat
- OpenTextOTEX184 shares · 0.0% of their software$7KFlat
- Digital TurbineAPPS552 shares · 0.0% of their software$7KFlat
- 8x8EGHT1,622 shares · 0.0% of their software$7KFlat
- BILLBILL82 shares · 0.0% of their software$7KFlat
- DocuSignDOCU114 shares · 0.0% of their software$7KFlat
- FlywireFLYW200 shares · 0.0% of their software$6KFlat
- Xperi Inc.XPER487 shares · 0.0% of their software$5KNew · Flat
- ePlus inc.PLUS105 shares · 0.0% of their software$5KFlat
- Grab Holdings LimitedGRAB1,592 shares · 0.0% of their software$5KFlat
- Adeia Inc.ADEA468 shares · 0.0% of their software$4KFlat
- ZoomZM54 shares · 0.0% of their software$4KFlat
- ZscalerZS33 shares · 0.0% of their software$4KFlat
- DatadogDDOG53 shares · 0.0% of their software$4KFlat
- Agilysys, Inc.AGYS42 shares · 0.0% of their software$3KFlat
- CommvaultCVLT59 shares · 0.0% of their software$3KFlat
- WixWIX33 shares · 0.0% of their software$3KFlat
- Sabre CorporationSABR563 shares · 0.0% of their software$2KFlat
- Donnelley Financial Solutions, Inc.DFIN54 shares · 0.0% of their software$2KFlat
- CloudflareNET33 shares · 0.0% of their software$2KFlat
- nCinoNCNO82 shares · 0.0% of their software$2KFlat
- Payoneer Global Inc.PAYO252 shares · 0.0% of their software$2KFlat
- PDF Solutions, Inc.PDFS35 shares · 0.0% of their software$1KFlat
- OneSpan Inc.OSPN78 shares · 0.0% of their software$1KFlat
- UnityU36 shares · 0.0% of their software$1KFlat
- A10 Networks, Inc.ATEN55 shares · 0.0% of their software$852New · Flat
- Consensus Cloud Solutions, Inc.CCSI17 shares · 0.0% of their software$580Flat
- Telos CorporationTLS200 shares · 0.0% of their software$506Flat
- PowerFleet, Inc.AIOT2 shares · 0.0% of their software$7New · Flat