Generalist · Kansas City, MO
American Century Companies
Q1 2019 · compared with Q4 2018
Filed as American Century Companies INC
- Software
- $7.0B
- Weight of 13F
- 7.1%
- Names
- 52
- Net bought
- −$122M
Filed 14 May 2019 · SEC filing.
1,203 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
- MicrosoftMSFT17,460,989 shares · 29.6% of their software · price +$286M$2.1B−$49.9M
- SalesforceCRM3,277,879 shares · 7.5% of their software · price +$70.1M$519M+$7.8M
- AdobeADBE1,881,151 shares · 7.2% of their software · price +$75.7M$501M−$84.2M
- Roper Technologies, Inc.ROP1,278,952 shares · 6.3% of their software · price +$96.5M$437M+$11.5M
- ServiceNowNOW1,522,808 shares · 5.4% of their software · price +$104M$375M−$44.4M
- Palo Alto NetworksPANW1,135,152 shares · 4.0% of their software · price +$61.9M$276M−$28.0M
- Automatic Data Processing, Inc.ADP1,724,008 shares · 4.0% of their software · price +$49.3M$275M+$16.5M
- CoStarCSGP499,624 shares · 3.3% of their software · price +$64.5M$233M+$6.1M
- OracleORCL4,279,431 shares · 3.3% of their software · price +$36.6M$230M−$43.4M
- VeriskVRSK1,438,943 shares · 2.7% of their software · price +$34.5M$191M−$8.0M
- VeriSign, Inc.VRSN1,017,933 shares · 2.7% of their software · price +$33.9M$185M−$26.3M
- Block, Inc.XYZ2,245,813 shares · 2.4% of their software · price +$42.3M$168M+$8.1M
- Fiserv, Inc.FISV1,687,924 shares · 2.1% of their software · price +$25.0M$149M+$87.0M
- WorkdayWDAY727,172 shares · 2.0% of their software · price +$24.1M$140M−$16.1M
- Paychex, Inc.PAYX1,653,488 shares · 1.9% of their software · price +$24.9M$133M+$15.2M
- IntuitINTU478,804 shares · 1.8% of their software · price +$30.9M$125M+$29.6M
- AutodeskADSK800,137 shares · 1.8% of their software · price +$21.8M$125M−$3.0M
- NetApp, Inc.NTAP1,730,969 shares · 1.7% of their software · price +$16.7M$120M−$20.0M
- PTCPTC1,063,241 shares · 1.4% of their software · price +$9.9M$98.0M+$10.0M
- DocuSignDOCU1,422,655 shares · 1.1% of their software · price +$16.7M$73.8M−$12.0M
- AkamaiAKAM941,767 shares · 1.0% of their software · price +$10.0M$67.5M+$31.0M
- CadenceCDNS980,151 shares · 0.9% of their software · price +$19.6M$62.2M+$25.6M
- Lyft, Inc.LYFT687,296 shares · 0.8% of their software$53.8MNew · +$53.8M
- TeradataTDC909,494 shares · 0.6% of their software · price +$4.8M$39.7M−$15.0M
- VeevaVEEV284,366 shares · 0.5% of their software · price +$10.7M$36.1M+$14.2M
- PagSeguro Digital Ltd.PAGS1,125,676 shares · 0.5% of their software · price +$12.5M$33.6MFlat
- EVERTEC, Inc.EVTC1,206,327 shares · 0.5% of their software · price −$1.1M$33.5M+$9.5M
- Donnelley Financial Solutions, Inc.DFIN2,069,831 shares · 0.4% of their software · price +$1.8M$30.8M+$4.0M
- PaylocityPCTY268,064 shares · 0.3% of their software · price +$7.8M$23.9M−$1.7M
- DescartesDSGX558,457 shares · 0.3% of their software · price +$5.5M$20.3M+$3.7M
- F5, Inc.FFIV111,658 shares · 0.3% of their software · price −$569K$17.5M+$13.8M
- MongoDBMDB117,236 shares · 0.2% of their software · price +$7.4M$17.2M−$54.8M
- Fair IsaacFICO62,411 shares · 0.2% of their software · price +$5.3M$17.0M−$3.6M
- RingCentralRNG100,040 shares · 0.2% of their software · price +$2.5M$10.8M−$1.0M
- WorkivaWK207,342 shares · 0.2% of their software · price +$3.1M$10.5M−$745K
- ProgressPRGS222,820 shares · 0.1% of their software · price +$2.0M$9.9MFlat
- Five9FIVN182,277 shares · 0.1% of their software · price +$1.7M$9.6M−$2.2M
- CommvaultCVLT142,213 shares · 0.1% of their software · price +$804K$9.2M+$6.3M
- SPS CommerceSPSC78,053 shares · 0.1% of their software · price +$1.8M$8.3MFlat
- NICENICE66,260 shares · 0.1% of their software · price +$948K$8.1M−$1.3M
- Euronet Worldwide, Inc.EEFT40,726 shares · 0.1% of their software · price +$1.6M$5.8MNew · +$4.2M
- BoxBOX269,794 shares · 0.1% of their software · price +$656K$5.2MNew · +$4.6M
- OktaOKTA44,749 shares · 0.1% of their software · price +$847K$3.7MFlat
- ACI WorldwideACIW104,717 shares · 0.0% of their software · price +$545K$3.4MNew · +$2.9M
- ElasticESTC39,978 shares · 0.0% of their software$3.2MNew · +$2.9M
- AppFolioAPPF35,656 shares · 0.0% of their software · price +$720K$2.8M−$3.4M
- Immersion CorporationIMMR244,935 shares · 0.0% of their software$2.1MFlat
- PaycomPAYC5,318 shares · 0.0% of their software$1.0MNew · +$651K
- eGain CorporationEGAN93,806 shares · 0.0% of their software$980KNew · +$616K
- FortinetFTNT10,214 shares · 0.0% of their software$858K−$3.5M
- Ooma, Inc.OOMA29,446 shares · 0.0% of their software$390KFlat
- A10 Networks, Inc.ATEN11,773 shares · 0.0% of their software$83KFlat