Generalist · San Francisco, CA
Wells Fargo
Q2 2021 · compared with Q1 2021
Filed as Wells Fargo & Company/mn
- Software
- $32.1B
- Weight of 13F
- 7.3%
- Names
- 180
- Net bought
- +$692M
Filed 16 August 2021 · SEC filing.
6,215 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 2026297 names · $1.6B in calls, not in the total$26.4B−$36.2M
- Q1 2026290 names · $524M in calls, not in the total$24.3B−$494M
- Q4 2025283 names · $848M in calls, not in the total$32.0B+$1.9B
- Q3 2025279 names · $387M in calls, not in the total$36.2B+$1.2B
- Q2 2025267 names · $211M in calls, not in the total$34.4B+$789M
- Q1 2025264 names · $233M in calls, not in the total$27.3B+$116M
- Q4 2024257 names · $320M in calls, not in the total$29.4B−$307M
- Q3 2024254 names · $205M in calls, not in the total$29.0B−$68.5M
- Q2 2024246 names · $160M in calls, not in the total$29.0B+$887M
- Q1 2024252 names · $207M in calls, not in the total$27.4B+$157M
- Q4 2023245 names · $166M in calls, not in the total$25.0B−$205M
- Q3 2023237 names · $79.4M in calls, not in the total$21.7B−$586M
- Q2 2023233 names · $45.5M in calls, not in the total$23.1B−$78.2M
- Q1 2023234 names · $92.7M in calls, not in the total$20.4B−$39.5M
- Q4 2022226 names · $129M in calls, not in the total$17.8B−$120M
- Q3 2022212 names · $51.1M in calls, not in the total$17.5B+$683M
- Q2 2022212 names · $92.7M in calls, not in the total$18.8B−$1.1B
- Q1 2022216 names · $156M in calls, not in the total$25.2B+$1.7B
- Q4 2021213 names$26.4B−$9.9B
- Q3 2021205 names$33.7B+$253M
- Q2 2021180 names$32.1B+$692M
- Q1 2021166 names · $196M in calls, not in the total$29.8B−$474M
- Q4 2020162 names · $39.6M in calls, not in the total$30.2B+$762M
- Q3 2020156 names · $24.0M in calls, not in the total$25.8B+$46.2M
- Q2 2020145 names · $20.0M in calls, not in the total$24.0B−$302M
- Q1 2020141 names · $6.2M in calls, not in the total$18.5B+$47.5M
- Q4 2019139 names · $11.7M in calls, not in the total$20.1B−$199M
- Q3 2019135 names · $7.4M in calls, not in the total$18.5B+$397M
- Q2 2019126 names · $14.5M in calls, not in the total$18.3B+$151M
- Q1 2019122 names · $3.1M in calls, not in the total$16.6B+$94.9M
- Q4 2018120 names · $11.0M in calls, not in the total$13.7B−$19.5M
- Q3 2018116 names · $20.3M in calls, not in the total$15.8B−$24.1M
- Q2 2018112 names · $11.2M in calls, not in the total$13.8B−$493M
- Q1 2018110 names · $9.9M in calls, not in the total$13.1B−$401M
- Q4 2017107 names · $7.8M in calls, not in the total$12.8B+$222M
- Q3 2017103 names · $4.5M in calls, not in the total$11.4BFlat
- Q2 201799 names · $7.7M in calls, not in the total$10.7B−$54.5M
- Q1 201798 names · $3.8M in calls, not in the total$10.2B−$85.1M
- Q4 201695 names · $2.1M in calls, not in the total$9.6B−$603M
- Q3 201693 names · $2.1M in calls, not in the total$9.9B−$147M
- Q2 201690 names · $659K in calls, not in the total$9.4B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT49,228,021 shares · 41.6% of their software · price +$1.7B$13.3B−$689M
- Automatic Data Processing, Inc.ADP7,778,394 shares · 4.8% of their software · price +$79.0M$1.5B−$82.8M
- SalesforceCRM4,848,825 shares · 3.7% of their software · price +$157M$1.2B−$84.5M
- AdobeADBE1,910,072 shares · 3.5% of their software · price +$211M$1.1B+$15.0M
- Paychex, Inc.PAYX8,842,141 shares · 3.0% of their software · price +$82.1M$949M−$37.1M
- ServiceNowNOW1,369,787 shares · 2.3% of their software · price +$67.7M$753M−$45.1M
- IntuitINTU1,381,181 shares · 2.1% of their software · price +$148M$677M−$56.1M
- FactSetFDS1,680,724 shares · 1.8% of their software · price +$45.4M$564M−$24.1M
- MongoDBMDB1,491,167 shares · 1.7% of their software · price +$140M$539M+$44.8M
- OracleORCL6,653,671 shares · 1.6% of their software · price +$51.0M$519M−$8.2M
- TwilioTWLO1,293,216 shares · 1.6% of their software · price +$69.1M$510M−$87.8M
- Palo Alto NetworksPANW1,256,507 shares · 1.5% of their software · price +$61.6M$466M+$30.3M
- Block, Inc.XYZ1,763,199 shares · 1.3% of their software · price +$29.5M$430M−$14.5M
- Amdocs LimitedDOX5,475,779 shares · 1.3% of their software · price +$39.5M$424MFlat
- ShopifySHOP259,300 shares · 1.2% of their software · price +$91.9M$379M+$33.0M
- Euronet Worldwide, Inc.EEFT2,798,895 shares · 1.2% of their software · price −$8.3M$379M+$36.8M
- AutodeskADSK1,260,807 shares · 1.1% of their software · price +$18.6M$368M−$55.7M
- Fiserv, Inc.FISV3,114,879 shares · 1.0% of their software · price −$37.8M$333M−$41.7M
- VeevaVEEV959,437 shares · 0.9% of their software · price +$47.7M$298M−$44.4M
- CrowdStrikeCRWD1,179,107 shares · 0.9% of their software · price +$81.1M$296MFlat
- DynatraceDT4,921,341 shares · 0.9% of their software · price +$50.1M$288M−$19.4M
- BroadridgeBR1,572,770 shares · 0.8% of their software · price +$13.3M$254MFlat
- RingCentralRNG874,090 shares · 0.8% of their software · price −$6.4M$254M−$5.8M
- AkamaiAKAM1,923,043 shares · 0.7% of their software · price +$28.3M$224MFlat
- CadenceCDNS1,606,673 shares · 0.7% of their software$220M−$7.2M
- Five9FIVN1,155,713 shares · 0.7% of their software · price +$31.3M$212M−$7.4M
- Uber Technologies, Inc.UBER4,135,966 shares · 0.6% of their software · price −$18.2M$207M−$38.4M
- HubSpotHUBS348,100 shares · 0.6% of their software · price +$44.7M$203M−$9.0M
- StoneCo Ltd.STNE2,762,630 shares · 0.6% of their software · price +$16.1M$185M−$36.3M
- Q2QTWO1,793,737 shares · 0.6% of their software · price +$4.3M$184MFlat
- BILLBILL980,165 shares · 0.6% of their software · price +$36.9M$180M−$6.6M
- DocuSignDOCU609,427 shares · 0.5% of their software · price +$47.0M$170M−$13.5M
- Rapid7RPD1,775,654 shares · 0.5% of their software · price +$35.5M$168MFlat
- FortinetFTNT693,176 shares · 0.5% of their software · price +$37.3M$165M−$8.0M
- CloudflareNET1,496,081 shares · 0.5% of their software · price +$53.2M$158M−$14.0M
- UnityU1,424,176 shares · 0.5% of their software · price +$13.6M$156M−$35.0M
- ElasticESTC1,061,941 shares · 0.5% of their software · price +$36.7M$155M−$3.3M
- ZoomInfoZI2,900,348 shares · 0.5% of their software$151M—
- CoStarCSGP1,648,829 shares · 0.4% of their software · price −$1.2B$137M+$1.1B
- The Trade DeskTTD1,756,916 shares · 0.4% of their software · price −$1.0B$136M+$974M
- WorkdayWDAY548,581 shares · 0.4% of their software · price −$5.3M$131M−$20.7M
- SnowflakeSNOW496,313 shares · 0.4% of their software · price +$6.2M$120M+$26.2M
- ZoomZM308,075 shares · 0.4% of their software · price +$20.3M$119M−$20.0M
- SynopsysSNPS397,002 shares · 0.3% of their software · price +$11.1M$109M−$7.0M
- Gen DigitalGEN3,988,664 shares · 0.3% of their software · price +$23.8M$109M+$20.3M
- Check PointCHKP888,637 shares · 0.3% of their software · price +$3.7M$103M−$10.6M
- Fair IsaacFICO186,018 shares · 0.3% of their software · price +$3.1M$93.5M−$13.9M
- SPS CommerceSPSC929,067 shares · 0.3% of their software · price +$502K$92.8M−$1.0M
- Roper Technologies, Inc.ROP188,649 shares · 0.3% of their software · price +$12.6M$88.7M−$5.3M
- Shift4 Payments, Inc.FOUR936,217 shares · 0.3% of their software · price +$11.0M$87.7M+$70.8M
- SAPSAP622,784 shares · 0.3% of their software · price +$11.0M$87.5M−$11.1M
- PTCPTC595,858 shares · 0.3% of their software · price +$2.2M$84.2M+$5.7M
- WEX Inc.WEX387,013 shares · 0.2% of their software · price −$5.9M$75.0M−$159M
- Manhattan AssociatesMANH474,031 shares · 0.2% of their software · price +$13.0M$68.7M−$1.5M
- VeriskVRSK385,198 shares · 0.2% of their software · price −$759K$67.3M−$10.2M
- MorningstarMORN260,782 shares · 0.2% of their software · price +$8.4M$67.0M−$12.4M
- MagniteMGNI1,808,725 shares · 0.2% of their software · price −$14.1M$61.2M+$1.7M
- Lyft, Inc.LYFT1,008,135 shares · 0.2% of their software · price −$2.7M$61.0M+$17.2M
- TrimbleTRMB714,983 shares · 0.2% of their software · price +$2.9M$58.5M−$7.9M
- SchrödingerSDGR761,274 shares · 0.2% of their software · price −$518K$57.6M+$32.9M
- OktaOKTA228,105 shares · 0.2% of their software · price +$5.5M$55.8M−$4.8M
- DoximityDOCS953,863 shares · 0.2% of their software$55.5MNew · +$55.5M
- DropboxDBX1,820,955 shares · 0.2% of their software · price +$6.6M$55.2M−$13.1M
- 8x8EGHT1,851,685 shares · 0.2% of their software$51.4M—
- Sprout SocialSPT557,233 shares · 0.2% of their software · price +$17.6M$49.8M−$2.2M
- Tyler TechnologiesTYL106,149 shares · 0.1% of their software · price +$3.0M$48.0M−$3.1M
- Bentley SystemsBSY691,549 shares · 0.1% of their software · price +$12.3M$44.8M−$17.4M
- WorkivaWK391,388 shares · 0.1% of their software · price +$9.0M$43.6M+$6.4M
- SS&CSSNC603,632 shares · 0.1% of their software · price +$1.3M$43.5MFlat
- PaycomPAYC115,207 shares · 0.1% of their software · price −$759K$41.9M−$12.1M
- F5, Inc.FFIV221,822 shares · 0.1% of their software · price −$4.9M$41.4M−$48.3M
- PhreesiaPHR667,250 shares · 0.1% of their software · price +$6.1M$40.9M+$4.7M
- VeriSign, Inc.VRSN178,512 shares · 0.1% of their software · price +$5.2M$40.6M−$6.5M
- NetApp, Inc.NTAP484,951 shares · 0.1% of their software · price +$4.4M$39.7M+$4.5M
- Bandwidth Inc.BAND284,328 shares · 0.1% of their software · price +$3.2M$39.2M+$15.9M
- PalantirPLTR1,416,250 shares · 0.1% of their software · price +$4.3M$37.3M+$7.6M
- Agora, Inc.API868,172 shares · 0.1% of their software · price −$7.2M$36.4M+$20.6M
- Endava plcDAVA300,549 shares · 0.1% of their software · price +$8.6M$34.1M−$2.5M
- DatadogDDOG305,479 shares · 0.1% of their software · price +$6.3M$31.8M+$616K
- BlackLineBL279,182 shares · 0.1% of their software · price +$801K$31.1M−$8.3M
- Cerence Inc.CRNC290,531 shares · 0.1% of their software · price +$5.0M$31.0M+$2.3M
- WixWIX102,526 shares · 0.1% of their software · price +$1.1M$29.8M−$9.0M
- PagerDutyPD640,678 shares · 0.1% of their software · price +$1.5M$27.3M+$14.8M
- BoxBOX1,048,911 shares · 0.1% of their software · price +$2.7M$26.8MFlat
- TeradataTDC473,775 shares · 0.1% of their software · price +$5.4M$23.7M+$3.1M
- CommvaultCVLT291,702 shares · 0.1% of their software · price +$4.0M$22.8MFlat
- GuidewireGWRE202,180 shares · 0.1% of their software · price +$2.2M$22.8M−$2.9M
- GoDaddyGDDY239,800 shares · 0.1% of their software · price +$2.2M$20.9M−$8.0M
- ZscalerZS92,257 shares · 0.1% of their software · price +$4.1M$19.9M−$2.3M
- EVERTEC, Inc.EVTC417,522 shares · 0.1% of their software · price +$2.7M$18.2M−$1.9M
- Telos CorporationTLS487,155 shares · 0.1% of their software · price −$1.9M$16.6M+$16.7M
- AlkamiALKT445,983 shares · 0.0% of their software$15.9MNew · +$15.9M
- ProgressPRGS327,984 shares · 0.0% of their software · price +$718K$15.2M−$1.2M
- Strategy IncMSTR22,430 shares · 0.0% of their software$14.9MFlat
- Sabre CorporationSABR1,093,028 shares · 0.0% of their software · price −$2.5M$13.6M−$3.7M
- InterDigital, Inc.IDCC174,358 shares · 0.0% of their software · price +$1.7M$12.7M−$1.3M
- NutanixNTNX330,431 shares · 0.0% of their software · price +$3.9M$12.6M+$5.0M
- QualysQLYS120,809 shares · 0.0% of their software$12.2M−$2.7M
- BlackbaudBLKB157,634 shares · 0.0% of their software · price +$865K$12.1MFlat
- PegasystemsPEGA71,087 shares · 0.0% of their software · price +$1.8M$9.9M+$3.2M
- PAR Technology CorporationPAR141,080 shares · 0.0% of their software · price +$639K$9.9M+$992K
- FlywireFLYW261,939 shares · 0.0% of their software$9.6MNew · +$9.6M
- Rackspace Technology, Inc.RXT488,453 shares · 0.0% of their software · price −$2.0M$9.6MFlat
- ProcorePCOR91,201 shares · 0.0% of their software$8.7MNew · +$8.7M
- i3 Verticals, Inc.IIIV283,077 shares · 0.0% of their software$8.6M+$1.6M
- Upbound Group, Inc.UPBD158,312 shares · 0.0% of their software · price −$727K$8.4M+$2.5M
- Digital TurbineAPPS107,827 shares · 0.0% of their software$8.2M−$1.6M
- ACI WorldwideACIW219,449 shares · 0.0% of their software$8.2MFlat
- PaymentusPAY208,077 shares · 0.0% of their software$7.4MNew · +$7.4M
- DigitalOceanDOCN128,130 shares · 0.0% of their software · price +$1.7M$7.1MNew · +$5.4M
- NICENICE26,977 shares · 0.0% of their software · price +$796K$6.7M+$1.6M
- OpenTextOTEX128,771 shares · 0.0% of their software$6.5M+$672K
- Alarm.com Holdings, Inc.ALRM72,075 shares · 0.0% of their software$6.1M−$1.9M
- DomoDOMO75,250 shares · 0.0% of their software$6.1M—
- Repay Holdings CorporationRPAY232,589 shares · 0.0% of their software$5.6M+$2.0M
- ePlus inc.PLUS59,117 shares · 0.0% of their software · price −$766K$5.1M−$1.7M
- FastlyFSLY85,205 shares · 0.0% of their software · price −$654K$5.1M−$2.4M
- Calix, Inc.CALX104,246 shares · 0.0% of their software · price +$1.3M$5.0M−$1.3M
- UiPathPATH68,250 shares · 0.0% of their software$4.6MNew · +$4.6M
- VaronisVRNS75,054 shares · 0.0% of their software$4.3M−$715K
- AppianAPPN30,120 shares · 0.0% of their software$4.1M−$1.3M
- Mitek Systems, Inc.MITK206,871 shares · 0.0% of their software · price +$968K$4.0M+$718K
- Simulations PlusSLP51,438 shares · 0.0% of their software$2.8M−$784K
- Ooma, Inc.OOMA147,027 shares · 0.0% of their software$2.8MFlat
- C3.aiAI41,034 shares · 0.0% of their software$2.6M+$800K
- A10 Networks, Inc.ATEN220,176 shares · 0.0% of their software$2.5M−$576K
- Tucows Inc.TCX28,477 shares · 0.0% of their software$2.3MFlat
- AppFolioAPPF15,896 shares · 0.0% of their software$2.2MFlat
- LiveRamp Holdings, Inc.RAMP45,753 shares · 0.0% of their software$2.1M−$3.8M
- Agilysys, Inc.AGYS35,242 shares · 0.0% of their software$2.0M−$1.7M
- International Money Express, Inc.IMXI133,552 shares · 0.0% of their software$2.0MFlat
- TenableTENB44,806 shares · 0.0% of their software$1.9M−$831K
- CertaraCERT53,613 shares · 0.0% of their software$1.5MFlat
- Donnelley Financial Solutions, Inc.DFIN45,585 shares · 0.0% of their software$1.5M−$1.2M
- AsanaASAN22,489 shares · 0.0% of their software · price +$752K$1.4MFlat
- Commerce.com, Inc.CMRC18,966 shares · 0.0% of their software$1.2MFlat
- Red Violet, Inc.RDVT49,816 shares · 0.0% of their software$1.2MFlat
- PaylocityPCTY6,036 shares · 0.0% of their software$1.2MFlat
- OneSpan Inc.OSPN44,969 shares · 0.0% of their software$1.1M−$878K
- Veritone, Inc.VERI52,018 shares · 0.0% of their software$1.0M−$835K
- Global-EGLBE17,849 shares · 0.0% of their software$1.0MNew · +$1.0M
- Viant Technology Inc.DSP33,174 shares · 0.0% of their software · price −$767K$987K−$3.2M
- Priority Technology Holdings, Inc.PRTH128,820 shares · 0.0% of their software$984KFlat
- DescartesDSGX11,618 shares · 0.0% of their software$804K+$616K
- JFrogFROG16,090 shares · 0.0% of their software$733KFlat
- SoundThinking, Inc.SSTI13,923 shares · 0.0% of their software$679K−$925K
- SprinklrCXM32,508 shares · 0.0% of their software$670KNew · +$669K
- BlackBerry LimitedBB54,150 shares · 0.0% of their software$662KFlat
- NetScout Systems, Inc.NTCT22,922 shares · 0.0% of their software$653K−$2.1M
- Rimini Street, Inc.RMNI103,822 shares · 0.0% of their software$639KFlat
- DoubleVerifyDV13,958 shares · 0.0% of their software$591KNew · +$591K
- YextYEXT41,086 shares · 0.0% of their software$588KFlat
- PagSeguro Digital Ltd.PAGS10,158 shares · 0.0% of their software$568KFlat
- Cognyte Software Ltd.CGNT20,939 shares · 0.0% of their software$513K−$2.0M
- Kingsoft Cloud Holdings LimitedKC12,590 shares · 0.0% of their software$427KFlat
- Ribbon Communications Inc.RBBN53,112 shares · 0.0% of their software$404KFlat
- eGain CorporationEGAN33,438 shares · 0.0% of their software$384KFlat
- Intellicheck, Inc.IDN24,831 shares · 0.0% of their software$208KFlat
- Materialise NVMTLS6,789 shares · 0.0% of their software$163KFlat
- Health CatalystHCAT2,919 shares · 0.0% of their software$162K−$1.4M
- PubMaticPUBM3,332 shares · 0.0% of their software$130KFlat
- VertexVERX5,431 shares · 0.0% of their software$119K−$10.7M
- Radware Ltd.RDWR2,295 shares · 0.0% of their software$71KNew · Flat
- Usio, Inc.USIO10,102 shares · 0.0% of their software$65KFlat
- PDF Solutions, Inc.PDFS2,064 shares · 0.0% of their software$38KFlat
- Paysign, Inc.PAYS10,466 shares · 0.0% of their software$34KFlat
- CourseraCOUR624 shares · 0.0% of their software$24KNew · Flat
- Payoneer Global Inc.PAYO1,966 shares · 0.0% of their software$20KNew · Flat
- Rekor Systems, Inc.REKR2,000 shares · 0.0% of their software$20KFlat
- AppLovinAPP217 shares · 0.0% of their software$17KNew · Flat
- Yalla Group LimitedYALA525 shares · 0.0% of their software$10KFlat
- Immersion CorporationIMMR639 shares · 0.0% of their software$6KFlat
- Daily Journal CorporationDJCO14 shares · 0.0% of their software$5KFlat
- SentinelOneS80 shares · 0.0% of their software$4KNew · Flat
- PowerFleet, Inc.AIOT231 shares · 0.0% of their software$2KFlat
- SemrushSEMR69 shares · 0.0% of their software$2KNew
- AudioEye, Inc.AEYE34 shares · 0.0% of their software$1KFlat
- Asure Software, Inc.ASUR105 shares · 0.0% of their software$1KFlat
- DHI Group, Inc.DHX285 shares · 0.0% of their software$1KFlat
- Lesaka Technologies, Inc.LSAK314 shares · 0.0% of their software$1KNew · Flat