Generalist · Kansas City, MO
American Century Companies
Q3 2018 · compared with Q2 2018
Filed as American Century Companies INC
- Software
- $6.5B
- Weight of 13F
- 6.4%
- Names
- 44
- Net bought
- +$19.0M
Filed 2 November 2018 · SEC filing.
1,243 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
- MicrosoftMSFT17,897,718 shares · 31.3% of their software · price +$282M$2.0B−$20.8M
- AdobeADBE2,314,323 shares · 9.6% of their software · price +$60.5M$625MFlat
- SalesforceCRM3,114,770 shares · 7.6% of their software · price +$70.5M$495M−$33.4M
- OracleORCL7,138,481 shares · 5.6% of their software · price +$53.5M$368M−$111M
- Roper Technologies, Inc.ROP1,203,440 shares · 5.5% of their software · price +$24.4M$356M+$28.6M
- Palo Alto NetworksPANW1,391,958 shares · 4.8% of their software · price +$27.5M$314M−$69.0M
- ServiceNowNOW1,546,160 shares · 4.6% of their software · price +$35.8M$302MFlat
- Automatic Data Processing, Inc.ADP1,463,786 shares · 3.4% of their software · price +$24.2M$221M+$3.7M
- VeriskVRSK1,781,837 shares · 3.3% of their software · price +$23.0M$215MFlat
- NetApp, Inc.NTAP2,270,452 shares · 3.0% of their software · price +$16.7M$195M+$45.1M
- VeriSign, Inc.VRSN1,056,680 shares · 2.6% of their software · price +$24.0M$169M+$2.2M
- Block, Inc.XYZ1,549,633 shares · 2.3% of their software · price +$57.9M$153M+$44.5M
- AutodeskADSK886,626 shares · 2.1% of their software · price +$22.2M$138MFlat
- DocuSignDOCU1,964,123 shares · 1.6% of their software · price −$746K$103MNew · +$104M
- CoStarCSGP214,453 shares · 1.4% of their software · price +$1.8M$90.3MFlat
- Tyler TechnologiesTYL367,909 shares · 1.4% of their software · price +$8.4M$90.2MFlat
- Paychex, Inc.PAYX1,222,009 shares · 1.4% of their software · price +$6.5M$90.0MFlat
- Fiserv, Inc.FISV1,024,676 shares · 1.3% of their software · price +$8.5M$84.4M−$16.4M
- AkamaiAKAM1,099,040 shares · 1.2% of their software$80.4MNew · +$80.5M
- PTCPTC631,462 shares · 1.0% of their software · price +$7.8M$67.1MNew · +$59.2M
- TeradataTDC1,124,363 shares · 0.6% of their software · price −$2.7M$42.4M+$10.8M
- IntuitINTU146,388 shares · 0.5% of their software · price +$3.4M$33.3M+$12.2M
- Donnelley Financial Solutions, Inc.DFIN1,676,113 shares · 0.5% of their software · price +$922K$30.0M+$5.3M
- PagSeguro Digital Ltd.PAGS1,044,342 shares · 0.4% of their software$28.9M+$843K
- EVERTEC, Inc.EVTC1,034,361 shares · 0.4% of their software · price +$2.3M$24.9M−$8.5M
- CadenceCDNS506,321 shares · 0.4% of their software · price +$1.0M$22.9MFlat
- PaylocityPCTY274,707 shares · 0.3% of their software · price +$5.9M$22.1M+$5.2M
- Fair IsaacFICO63,090 shares · 0.2% of their software · price +$2.2M$14.4M+$757K
- SPS CommerceSPSC136,003 shares · 0.2% of their software · price +$3.5M$13.5M−$1.3M
- RingCentralRNG133,041 shares · 0.2% of their software · price +$3.0M$12.4MFlat
- Five9FIVN282,558 shares · 0.2% of their software · price +$2.6M$12.3M−$1.7M
- NICENICE100,350 shares · 0.2% of their software · price +$1.1M$11.5M−$4.8M
- ProgressPRGS309,137 shares · 0.2% of their software · price −$1.1M$10.9M+$3.6M
- DescartesDSGX321,577 shares · 0.2% of their software$10.9M+$2.1M
- FactSetFDS42,930 shares · 0.1% of their software · price +$1.1M$9.6MFlat
- F5, Inc.FFIV41,037 shares · 0.1% of their software · price +$1.1M$8.2M−$7.3M
- WorkivaWK173,798 shares · 0.1% of their software · price +$2.6M$6.9MNew · +$4.2M
- SynopsysSNPS45,242 shares · 0.1% of their software · price +$590K$4.5M−$26.5M
- FortinetFTNT46,230 shares · 0.1% of their software · price +$1.4M$4.3MFlat
- AppFolioAPPF40,825 shares · 0.0% of their software · price +$704K$3.2M+$707K
- OktaOKTA36,324 shares · 0.0% of their software · price +$726K$2.6M−$936K
- Immersion CorporationIMMR159,366 shares · 0.0% of their software · price −$776K$1.7MNew · +$2.5M
- Ooma, Inc.OOMA34,393 shares · 0.0% of their software$571KFlat
- eGain CorporationEGAN31,416 shares · 0.0% of their software$254KNew · Flat