Generalist · Kansas City, MO
American Century Companies
Q2 2018 · compared with Q1 2018
Filed as American Century Companies INC
- Software
- $5.7B
- Weight of 13F
- 5.8%
- Names
- 46
- Net bought
- +$295M
Filed 8 August 2018 · SEC filing.
1,275 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
- MicrosoftMSFT18,108,320 shares · 31.1% of their software · price +$133M$1.8B+$292M
- AdobeADBE2,318,073 shares · 9.9% of their software · price +$64.3M$565M−$26.3M
- SalesforceCRM3,359,388 shares · 8.0% of their software · price +$67.5M$458M−$9.7M
- OracleORCL9,666,113 shares · 7.4% of their software · price −$16.3M$426M−$125M
- Palo Alto NetworksPANW1,727,953 shares · 6.2% of their software · price +$41.4M$355M−$55.9M
- Roper Technologies, Inc.ROP1,099,871 shares · 5.3% of their software · price −$5.3M$303M−$17.0M
- ServiceNowNOW1,554,013 shares · 4.7% of their software · price +$10.9M$268M−$8.2M
- Automatic Data Processing, Inc.ADP1,435,835 shares · 3.4% of their software · price +$29.7M$193M−$16.2M
- VeriskVRSK1,789,012 shares · 3.4% of their software · price +$6.5M$193MFlat
- VeriSign, Inc.VRSN1,040,956 shares · 2.5% of their software · price +$19.6M$143M−$4.4M
- NetApp, Inc.NTAP1,696,205 shares · 2.3% of their software · price +$28.6M$133M+$103M
- AutodeskADSK891,140 shares · 2.0% of their software · price +$4.9M$117M+$18.8M
- Fiserv, Inc.FISV1,246,215 shares · 1.6% of their software · price +$3.5M$92.3MFlat
- CoStarCSGP213,968 shares · 1.5% of their software · price +$10.7M$88.3MNew · +$77.6M
- Paychex, Inc.PAYX1,217,707 shares · 1.5% of their software · price +$8.2M$83.2MNew · +$75.0M
- Tyler TechnologiesTYL368,290 shares · 1.4% of their software · price +$4.1M$81.8M−$24.1M
- GuidewireGWRE844,567 shares · 1.3% of their software · price +$6.7M$75.0M−$4.6M
- Block, Inc.XYZ827,790 shares · 0.9% of their software · price +$10.3M$51.0M+$38.9M
- TeradataTDC855,728 shares · 0.6% of their software$34.4M+$1.9M
- EVERTEC, Inc.EVTC1,421,370 shares · 0.5% of their software · price +$7.8M$31.1M−$6.9M
- SynopsysSNPS354,502 shares · 0.5% of their software · price +$826K$30.3MFlat
- PagSeguro Digital Ltd.PAGS1,013,981 shares · 0.5% of their software · price −$10.7M$28.1M+$20.0M
- Donnelley Financial Solutions, Inc.DFIN1,372,331 shares · 0.4% of their software$23.8M+$8.9M
- CadenceCDNS513,037 shares · 0.4% of their software · price +$3.4M$22.2MFlat
- IntuitINTU86,671 shares · 0.3% of their software · price +$2.7M$17.7M+$10.3M
- NICENICE146,270 shares · 0.3% of their software · price +$1.4M$15.2M+$1.8M
- F5, Inc.FFIV83,515 shares · 0.3% of their software · price +$2.3M$14.4M+$4.7M
- Five9FIVN331,972 shares · 0.2% of their software · price +$1.6M$11.5M+$1.9M
- Fair IsaacFICO59,175 shares · 0.2% of their software · price +$1.4M$11.4MFlat
- SPS CommerceSPSC153,041 shares · 0.2% of their software · price +$1.4M$11.2MFlat
- PaylocityPCTY185,627 shares · 0.2% of their software · price +$1.4M$10.9MNew · +$9.5M
- RingCentralRNG133,712 shares · 0.2% of their software · price +$916K$9.4M−$4.5M
- FactSetFDS42,930 shares · 0.1% of their software$8.5M+$7.7M
- ProgressPRGS217,535 shares · 0.1% of their software$8.4MFlat
- DescartesDSGX257,717 shares · 0.1% of their software · price +$1.0M$8.4MFlat
- InterDigital, Inc.IDCC55,980 shares · 0.1% of their software$4.5M−$2.8M
- PegasystemsPEGA81,195 shares · 0.1% of their software$4.4M+$2.7M
- Q2QTWO66,354 shares · 0.1% of their software · price +$763K$3.8MFlat
- FortinetFTNT50,126 shares · 0.1% of their software$3.1M+$1.1M
- OktaOKTA54,904 shares · 0.0% of their software · price +$578K$2.8MFlat
- BroadridgeBR23,006 shares · 0.0% of their software$2.6MNew · +$2.5M
- AppFolioAPPF29,267 shares · 0.0% of their software · price +$594K$1.8MFlat
- GoDaddyGDDY9,715 shares · 0.0% of their software$686KFlat
- Ooma, Inc.OOMA40,022 shares · 0.0% of their software$566KFlat
- A10 Networks, Inc.ATEN68,595 shares · 0.0% of their software$427KFlat
- DHI Group, Inc.DHX62,220 shares · 0.0% of their software$146KNew · Flat