Generalist · Kansas City, MO
American Century Companies
Q4 2018 · compared with Q3 2018
Filed as American Century Companies INC
- Software
- $5.9B
- Weight of 13F
- 6.7%
- Names
- 46
- Net bought
- +$260M
Filed 13 February 2019 · SEC filing.
1,217 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
- MicrosoftMSFT17,951,847 shares · 31.1% of their software · price −$230M$1.8BFlat
- AdobeADBE2,253,118 shares · 8.7% of their software · price −$98.5M$510M−$16.5M
- SalesforceCRM3,220,615 shares · 7.5% of their software · price −$71.0M$441M+$16.8M
- Roper Technologies, Inc.ROP1,235,818 shares · 5.6% of their software · price −$36.7M$329M+$9.6M
- ServiceNowNOW1,772,188 shares · 5.4% of their software · price −$31.2M$316M+$44.2M
- Palo Alto NetworksPANW1,283,744 shares · 4.1% of their software · price −$47.4M$242M−$24.4M
- OracleORCL5,239,685 shares · 4.0% of their software · price −$33.6M$237M−$97.9M
- Automatic Data Processing, Inc.ADP1,598,114 shares · 3.6% of their software · price −$31.2M$210M+$20.2M
- VeriSign, Inc.VRSN1,195,370 shares · 3.0% of their software · price −$14.1M$177M+$22.2M
- VeriskVRSK1,512,152 shares · 2.8% of their software · price −$17.4M$165M−$32.5M
- CoStarCSGP481,418 shares · 2.8% of their software · price −$40.2M$162M+$112M
- WorkdayWDAY828,199 shares · 2.3% of their software · price +$11.3M$132MNew · +$121M
- NetApp, Inc.NTAP2,065,384 shares · 2.1% of their software · price −$54.2M$123M−$17.6M
- Block, Inc.XYZ2,101,900 shares · 2.0% of their software · price −$90.2M$118M+$54.7M
- AutodeskADSK823,494 shares · 1.8% of their software · price −$22.6M$106M−$9.9M
- Paychex, Inc.PAYX1,419,856 shares · 1.6% of their software · price −$12.1M$92.5M+$14.6M
- PTCPTC942,970 shares · 1.3% of their software · price −$22.0M$78.2M+$33.1M
- DocuSignDOCU1,721,030 shares · 1.2% of their software · price −$21.5M$69.0M−$12.8M
- Tyler TechnologiesTYL365,945 shares · 1.2% of their software · price −$21.7M$68.0MFlat
- IntuitINTU328,557 shares · 1.1% of their software · price −$10.0M$64.7M+$41.4M
- MongoDBMDB771,829 shares · 1.1% of their software · price +$1.7M$64.6MNew · +$62.9M
- TeradataTDC1,301,194 shares · 0.9% of their software · price +$846K$49.9M+$6.7M
- Fiserv, Inc.FISV504,639 shares · 0.6% of their software · price −$4.5M$37.1M−$42.8M
- AkamaiAKAM434,792 shares · 0.5% of their software · price −$5.2M$26.6M−$48.6M
- EVERTEC, Inc.EVTC874,159 shares · 0.4% of their software · price +$4.0M$25.1M−$3.9M
- Donnelley Financial Solutions, Inc.DFIN1,784,995 shares · 0.4% of their software · price −$6.9M$25.0M+$2.0M
- PagSeguro Digital Ltd.PAGS1,138,221 shares · 0.4% of their software · price −$10.2M$21.3M+$2.6M
- PaylocityPCTY296,032 shares · 0.3% of their software · price −$6.0M$17.8M+$1.7M
- CadenceCDNS390,252 shares · 0.3% of their software · price −$718K$17.0M−$5.3M
- Fair IsaacFICO81,450 shares · 0.3% of their software · price −$3.4M$15.2M+$4.2M
- VeevaVEEV125,074 shares · 0.2% of their software · price −$2.4M$11.2MNew · +$13.6M
- DescartesDSGX418,683 shares · 0.2% of their software · price −$3.1M$11.1M+$3.3M
- Five9FIVN232,745 shares · 0.2% of their software$10.2M−$2.2M
- RingCentralRNG112,371 shares · 0.2% of their software · price −$1.2M$9.3M−$1.9M
- NICENICE78,430 shares · 0.1% of their software$8.5M−$2.5M
- WorkivaWK228,108 shares · 0.1% of their software · price −$823K$8.2M+$2.1M
- ProgressPRGS220,623 shares · 0.1% of their software$7.8M−$3.1M
- SPS CommerceSPSC77,223 shares · 0.1% of their software · price −$1.3M$6.4M−$5.8M
- AppFolioAPPF92,484 shares · 0.1% of their software · price −$1.8M$5.5M+$4.1M
- F5, Inc.FFIV26,645 shares · 0.1% of their software · price −$996K$4.3M−$2.9M
- FortinetFTNT60,271 shares · 0.1% of their software · price −$1.3M$4.2M+$1.3M
- OktaOKTA46,375 shares · 0.1% of their software$3.0M+$707K
- Immersion CorporationIMMR286,806 shares · 0.0% of their software$2.6M+$1.3M
- CommvaultCVLT35,873 shares · 0.0% of their software$2.1MNew · +$2.5M
- Ooma, Inc.OOMA39,769 shares · 0.0% of their software$552KFlat
- A10 Networks, Inc.ATEN11,773 shares · 0.0% of their software$73KNew · Flat