Generalist · Kansas City, MO
American Century Companies
Q2 2019 · compared with Q1 2019
Filed as American Century Companies INC
- Software
- $7.5B
- Weight of 13F
- 7.5%
- Names
- 59
- Net bought
- +$5.2M
Filed 14 August 2019 · SEC filing.
1,249 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
- MicrosoftMSFT17,626,588 shares · 31.7% of their software · price +$282M$2.4BFlat
- AdobeADBE1,885,652 shares · 7.5% of their software · price +$53.1M$556MFlat
- SalesforceCRM3,377,480 shares · 6.9% of their software · price −$22.4M$512M+$15.8M
- ServiceNowNOW1,337,960 shares · 4.9% of their software · price +$37.6M$367M−$45.6M
- Roper Technologies, Inc.ROP944,131 shares · 4.6% of their software · price +$22.9M$346M−$114M
- CoStarCSGP527,223 shares · 3.9% of their software · price +$46.2M$292M+$12.9M
- Automatic Data Processing, Inc.ADP1,576,053 shares · 3.5% of their software · price +$8.8M$261M−$23.6M
- Block, Inc.XYZ3,134,510 shares · 3.1% of their software · price −$7.5M$227M+$66.6M
- Fiserv, Inc.FISV2,381,055 shares · 2.9% of their software · price +$6.9M$217M+$61.2M
- VeriSign, Inc.VRSN1,010,785 shares · 2.8% of their software · price +$27.9M$211MFlat
- OracleORCL3,602,123 shares · 2.8% of their software · price +$11.7M$205M−$36.4M
- VeriskVRSK1,248,237 shares · 2.5% of their software · price +$16.8M$183M−$25.4M
- Palo Alto NetworksPANW857,334 shares · 2.3% of their software · price −$33.5M$175M−$67.5M
- Lyft, Inc.LYFT2,399,794 shares · 2.1% of their software · price −$30.2M$158M+$134M
- IntuitINTU484,137 shares · 1.7% of their software$127M+$1.4M
- CadenceCDNS1,778,482 shares · 1.7% of their software · price +$13.0M$126M+$50.7M
- WorkdayWDAY586,782 shares · 1.6% of their software · price +$7.5M$121M−$27.1M
- Paychex, Inc.PAYX1,440,921 shares · 1.6% of their software · price +$3.0M$119M−$17.0M
- DocuSignDOCU2,366,378 shares · 1.6% of their software · price −$5.0M$118M+$48.9M
- AutodeskADSK644,250 shares · 1.4% of their software · price +$4.6M$105M−$24.3M
- PTCPTC837,799 shares · 1.0% of their software · price −$2.0M$75.2M−$20.8M
- AkamaiAKAM902,018 shares · 1.0% of their software · price +$7.6M$72.3M−$2.9M
- VeevaVEEV372,143 shares · 0.8% of their software · price +$13.1M$60.3M+$11.1M
- RingCentralRNG403,707 shares · 0.6% of their software · price +$2.9M$46.4M+$32.7M
- TeradataTDC1,265,800 shares · 0.6% of their software · price −$9.9M$45.4M+$15.6M
- PagSeguro Digital Ltd.PAGS1,129,809 shares · 0.6% of their software · price +$10.3M$44.0MFlat
- EVERTEC, Inc.EVTC1,209,873 shares · 0.5% of their software · price +$5.9M$39.6MFlat
- Donnelley Financial Solutions, Inc.DFIN2,327,342 shares · 0.4% of their software · price −$3.6M$31.0M+$3.8M
- PaylocityPCTY193,395 shares · 0.2% of their software · price +$895K$18.1M−$6.7M
- MongoDBMDB117,162 shares · 0.2% of their software · price +$594K$17.8MFlat
- DescartesDSGX479,948 shares · 0.2% of their software$17.8M−$2.9M
- Amdocs LimitedDOX268,277 shares · 0.2% of their software · price +$2.1M$16.7MNew · +$14.5M
- ZscalerZS215,825 shares · 0.2% of their software · price +$1.2M$16.5MNew · +$15.3M
- Fair IsaacFICO47,683 shares · 0.2% of their software · price +$2.0M$15.0M−$4.0M
- Five9FIVN259,768 shares · 0.2% of their software$13.3M+$4.1M
- OktaOKTA101,955 shares · 0.2% of their software · price +$4.2M$12.6M+$4.7M
- Rapid7RPD209,627 shares · 0.2% of their software · price +$1.5M$12.1MNew · +$10.6M
- ZoomZM127,911 shares · 0.2% of their software$11.4MNew · +$11.4M
- PaycomPAYC49,556 shares · 0.2% of their software · price +$1.9M$11.2M+$8.4M
- FastlyFSLY549,004 shares · 0.1% of their software$11.1MNew · +$11.1M
- ProgressPRGS202,381 shares · 0.1% of their software$8.8M−$907K
- ACI WorldwideACIW243,664 shares · 0.1% of their software$8.4M+$4.6M
- SPS CommerceSPSC80,523 shares · 0.1% of their software$8.2MFlat
- Upbound Group, Inc.UPBD281,428 shares · 0.1% of their software · price +$1.6M$7.5MNew · +$5.9M
- BoxBOX390,380 shares · 0.1% of their software · price −$664K$6.9M+$2.3M
- FactSetFDS23,829 shares · 0.1% of their software · price +$912K$6.8MNew · +$5.9M
- PagerDutyPD134,284 shares · 0.1% of their software$6.3MNew · +$6.3M
- CommvaultCVLT121,787 shares · 0.1% of their software · price −$1.8M$6.0M−$1.3M
- WorkivaWK77,087 shares · 0.1% of their software · price +$570K$4.5M−$6.6M
- AppFolioAPPF37,383 shares · 0.1% of their software · price +$855K$3.8MFlat
- WixWIX26,516 shares · 0.1% of their software · price +$564K$3.8MNew · +$3.2M
- ElasticESTC39,863 shares · 0.0% of their software$3.0MFlat
- Manhattan AssociatesMANH34,955 shares · 0.0% of their software$2.4MNew · +$1.9M
- eGain CorporationEGAN129,038 shares · 0.0% of their software$1.1MFlat
- The Trade DeskTTD2,933 shares · 0.0% of their software$668KNew · +$581K
- Euronet Worldwide, Inc.EEFT2,471 shares · 0.0% of their software$416K−$5.5M
- Ooma, Inc.OOMA35,030 shares · 0.0% of their software$367KFlat
- FortinetFTNT4,396 shares · 0.0% of their software$338KFlat
- Rimini Street, Inc.RMNI29,653 shares · 0.0% of their software$157KNew · Flat