Generalist · Kansas City, MO
American Century Companies
Q4 2017 · compared with Q3 2017
Filed as American Century Companies INC
- Software
- $4.7B
- Weight of 13F
- 4.8%
- Names
- 47
- Net bought
- −$167M
Filed 2 February 2018 · SEC filing.
1,255 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 2026183 names$16.9B−$1.9M
- Q1 2026177 names$14.6B−$296M
- Q4 2025177 names$19.0B+$334M
- Q3 2025173 names$22.1B+$579M
- Q2 2025172 names$20.9B−$643M
- Q1 2025172 names$17.7B−$498M
- Q4 2024162 names$20.0B+$320M
- Q3 2024161 names$18.5B+$181M
- Q2 2024161 names$18.1B+$523M
- Q1 2024159 names$17.6B−$204M
- Q4 2023158 names$16.5B+$455M
- Q3 2023143 names$13.3B+$377M
- Q2 2023138 names$13.6B−$194M
- Q1 2023134 names$12.1B−$417M
- Q4 2022121 names$10.8B−$104M
- Q3 2022106 names$10.7B−$323M
- Q2 2022101 names$12.1B+$1.6B
- Q1 202293 names$15.3B+$973M
- Q4 202193 names$16.5B+$407M
- Q3 202197 names$15.3B−$359M
- Q2 202194 names$15.1B+$687M
- Q1 202193 names$13.2B+$184M
- Q4 202090 names$12.9B−$111M
- Q3 202086 names$11.7B−$182M
- Q2 202077 names$10.7B+$162M
- Q1 202073 names$7.7B+$391M
- Q4 201965 names$7.8B−$561M
- Q3 201961 names$7.6B+$220M
- Q2 201959 names$7.5B+$5.2M
- Q1 201952 names$7.0B−$122M
- Q4 201846 names$5.9B+$260M
- Q3 201844 names$6.5B+$19.0M
- Q2 201846 names$5.7B+$295M
- Q1 201846 names$5.0B−$106M
- Q4 201747 names$4.7B−$167M
- Q3 201752 names$4.6B−$234M
- Q2 201748 names$4.6B−$311M
- Q1 201746 names$4.5B−$8.9M
- Q4 201644 names$4.1B+$178M
- Q3 201648 names$3.8B+$227M
- Q2 201644 names$3.4B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT14,314,290 shares · 25.8% of their software · price +$158M$1.2B−$14.0M
- OracleORCL13,843,616 shares · 13.8% of their software · price −$14.8M$655M+$59.2M
- AdobeADBE2,614,027 shares · 9.7% of their software · price +$68.1M$458M−$54.6M
- SalesforceCRM3,657,611 shares · 7.9% of their software · price +$32.2M$374M−$13.2M
- Palo Alto NetworksPANW2,363,667 shares · 7.2% of their software · price +$2.0M$343MFlat
- Roper Technologies, Inc.ROP1,139,955 shares · 6.2% of their software · price +$17.8M$295M−$37.2M
- ServiceNowNOW1,771,319 shares · 4.9% of their software · price +$22.8M$231M+$129M
- AutodeskADSK1,969,109 shares · 4.4% of their software · price −$14.6M$206M−$121M
- VeriskVRSK1,577,421 shares · 3.2% of their software · price +$20.2M$151M−$3.0M
- Automatic Data Processing, Inc.ADP1,110,244 shares · 2.7% of their software · price +$8.7M$130M−$9.9M
- Fiserv, Inc.FISV779,306 shares · 2.2% of their software · price +$1.7M$102M−$22.3M
- Tyler TechnologiesTYL484,380 shares · 1.8% of their software · price +$1.3M$85.8M−$18.1M
- GuidewireGWRE999,722 shares · 1.6% of their software · price −$3.6M$74.2M+$7.0M
- IntuitINTU468,495 shares · 1.6% of their software · price +$7.3M$73.9MFlat
- TrimbleTRMB1,396,625 shares · 1.2% of their software · price +$1.9M$56.8M−$984K
- TeradataTDC1,084,315 shares · 0.9% of their software · price +$5.1M$41.7M−$5.8M
- VeriSign, Inc.VRSN326,648 shares · 0.8% of their software · price +$2.6M$37.4M−$31.2M
- EVERTEC, Inc.EVTC2,645,008 shares · 0.8% of their software · price −$5.8M$36.1M+$8.9M
- SynopsysSNPS362,471 shares · 0.7% of their software · price +$1.7M$30.9M+$893K
- Donnelley Financial Solutions, Inc.DFIN768,161 shares · 0.3% of their software · price −$1.6M$15.0M+$7.9M
- DescartesDSGX470,046 shares · 0.3% of their software$13.4M−$535K
- RingCentralRNG224,674 shares · 0.2% of their software · price +$1.5M$10.9M−$609K
- CadenceCDNS253,788 shares · 0.2% of their software · price +$596K$10.6M+$1.2M
- Fair IsaacFICO60,673 shares · 0.2% of their software · price +$771K$9.3MFlat
- PaycomPAYC114,653 shares · 0.2% of their software · price +$616K$9.2MFlat
- F5, Inc.FFIV62,785 shares · 0.2% of their software · price +$669K$8.2M+$3.0M
- Five9FIVN290,476 shares · 0.2% of their software$7.2MFlat
- InterDigital, Inc.IDCC93,454 shares · 0.2% of their software$7.1MFlat
- Euronet Worldwide, Inc.EEFT63,867 shares · 0.1% of their software · price −$672K$5.4M+$1.3M
- ProgressPRGS123,788 shares · 0.1% of their software · price +$545K$5.3M+$2.0M
- VeevaVEEV88,436 shares · 0.1% of their software$4.9M−$19.0M
- Q2QTWO99,465 shares · 0.1% of their software$3.7M−$1.1M
- BlackbaudBLKB34,687 shares · 0.1% of their software$3.3MFlat
- Alarm.com Holdings, Inc.ALRM81,893 shares · 0.1% of their software · price −$608K$3.1M−$2.8M
- SPS CommerceSPSC62,419 shares · 0.1% of their software · price −$507K$3.0M+$640K
- Amdocs LimitedDOX45,992 shares · 0.1% of their software$3.0M−$9.0M
- A10 Networks, Inc.ATEN272,864 shares · 0.0% of their software$2.1M+$963K
- PegasystemsPEGA36,009 shares · 0.0% of their software$1.7MFlat
- AppFolioAPPF37,038 shares · 0.0% of their software$1.5MFlat
- Block, Inc.XYZ38,139 shares · 0.0% of their software$1.3M−$2.8M
- Strategy IncMSTR8,838 shares · 0.0% of their software$1.2MFlat
- FortinetFTNT24,786 shares · 0.0% of their software$1.1MFlat
- OktaOKTA41,183 shares · 0.0% of their software$1.1M+$541K
- NetApp, Inc.NTAP18,998 shares · 0.0% of their software$1.1MFlat
- Manhattan AssociatesMANH11,348 shares · 0.0% of their software$562KFlat
- GoDaddyGDDY9,715 shares · 0.0% of their software$488KFlat
- Ooma, Inc.OOMA32,260 shares · 0.0% of their software$386KFlat
