Generalist · Kansas City, MO
American Century Companies
Q3 2019 · compared with Q2 2019
Filed as American Century Companies INC
- Software
- $7.6B
- Weight of 13F
- 7.7%
- Names
- 61
- Net bought
- +$220M
Filed 13 November 2019 · SEC filing.
1,186 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
- MicrosoftMSFT20,010,204 shares · 36.5% of their software · price +$101M$2.8B+$319M
- SalesforceCRM4,661,955 shares · 9.1% of their software · price −$15.3M$692M+$195M
- AdobeADBE1,713,291 shares · 6.2% of their software · price −$31.5M$473M−$50.8M
- ServiceNowNOW1,356,684 shares · 4.5% of their software · price −$28.1M$344M+$5.1M
- Fiserv, Inc.FISV3,144,210 shares · 4.3% of their software · price +$39.1M$326M+$69.6M
- Automatic Data Processing, Inc.ADP1,868,948 shares · 4.0% of their software · price −$7.3M$302M+$48.4M
- Roper Technologies, Inc.ROP732,723 shares · 3.4% of their software · price −$7.1M$261M−$77.4M
- VeriskVRSK1,530,655 shares · 3.2% of their software · price +$17.9M$242M+$41.4M
- CoStarCSGP401,496 shares · 3.1% of their software · price +$15.7M$238M−$69.7M
- Block, Inc.XYZ3,834,570 shares · 3.1% of their software · price −$40.6M$238M+$50.8M
- OracleORCL3,637,086 shares · 2.6% of their software · price −$7.1M$200MFlat
- DocuSignDOCU2,367,927 shares · 1.9% of their software · price +$28.9M$147MFlat
- CadenceCDNS2,047,232 shares · 1.8% of their software · price −$9.7M$135M+$19.0M
- Palo Alto NetworksPANW610,383 shares · 1.6% of their software$124M−$50.3M
- IntuitINTU427,037 shares · 1.5% of their software · price +$2.0M$114M−$14.9M
- Paychex, Inc.PAYX1,232,518 shares · 1.3% of their software · price +$592K$102M−$17.1M
- VeevaVEEV663,949 shares · 1.3% of their software · price −$6.3M$101M+$47.3M
- PaycomPAYC447,410 shares · 1.2% of their software · price −$7.7M$93.7M+$90.2M
- Lyft, Inc.LYFT2,114,973 shares · 1.1% of their software · price −$52.6M$86.4M−$18.7M
- RingCentralRNG573,225 shares · 0.9% of their software · price +$6.2M$72.0M+$19.5M
- VeriSign, Inc.VRSN281,569 shares · 0.7% of their software · price −$5.8M$53.1M−$153M
- PagSeguro Digital Ltd.PAGS1,125,281 shares · 0.7% of their software · price +$8.3M$52.1MFlat
- TeradataTDC1,327,302 shares · 0.5% of their software · price −$6.4M$41.1M+$2.2M
- AkamaiAKAM425,657 shares · 0.5% of their software · price +$4.8M$38.9M−$38.2M
- EVERTEC, Inc.EVTC1,154,764 shares · 0.5% of their software · price −$1.7M$36.1M−$1.8M
- Donnelley Financial Solutions, Inc.DFIN2,563,131 shares · 0.4% of their software · price −$2.6M$31.6M+$3.1M
- PagerDutyPD1,061,378 shares · 0.4% of their software · price −$20.0M$30.0M+$43.6M
- FastlyFSLY1,123,966 shares · 0.4% of their software · price +$4.2M$27.0M+$11.7M
- Amdocs LimitedDOX383,977 shares · 0.3% of their software · price +$1.5M$25.4M+$7.2M
- PaylocityPCTY214,323 shares · 0.3% of their software · price +$806K$20.9M+$2.0M
- DescartesDSGX482,929 shares · 0.3% of their software · price +$1.6M$19.5MFlat
- Health CatalystHCAT509,594 shares · 0.2% of their software$16.1MNew · +$16.1M
- Fair IsaacFICO48,586 shares · 0.2% of their software · price −$510K$14.7MFlat
- NetApp, Inc.NTAP245,046 shares · 0.2% of their software · price −$2.3M$12.9MNew · +$15.1M
- DatadogDDOG354,850 shares · 0.2% of their software$12.0MNew · +$12.0M
- Rapid7RPD246,979 shares · 0.1% of their software · price −$3.1M$11.2M+$2.2M
- ZscalerZS215,841 shares · 0.1% of their software · price −$6.3M$10.2MFlat
- Five9FIVN182,575 shares · 0.1% of their software$9.8M−$4.0M
- ZoomZM125,714 shares · 0.1% of their software · price −$1.6M$9.6MFlat
- SPS CommerceSPSC175,834 shares · 0.1% of their software · price −$9.7M$8.3M+$9.7M
- Check PointCHKP74,869 shares · 0.1% of their software$8.2MNew · +$8.7M
- ProgressPRGS206,708 shares · 0.1% of their software · price −$1.1M$7.9MFlat
- ACI WorldwideACIW246,002 shares · 0.1% of their software · price −$740K$7.7MFlat
- Upbound Group, Inc.UPBD273,802 shares · 0.1% of their software$7.1MFlat
- CommvaultCVLT152,426 shares · 0.1% of their software · price −$748K$6.8M+$1.5M
- BoxBOX385,438 shares · 0.1% of their software$6.4MFlat
- OktaOKTA49,598 shares · 0.1% of their software · price −$1.2M$4.9M−$6.5M
- PhreesiaPHR196,323 shares · 0.1% of their software$4.8MNew · +$4.8M
- WixWIX28,651 shares · 0.0% of their software · price −$727K$3.3MFlat
- Manhattan AssociatesMANH36,219 shares · 0.0% of their software$2.9MFlat
- AutodeskADSK19,382 shares · 0.0% of their software$2.9M−$102M
- ElasticESTC34,523 shares · 0.0% of their software$2.8MFlat
- MorningstarMORN17,377 shares · 0.0% of their software$2.5MNew · +$2.5M
- Simulations PlusSLP43,489 shares · 0.0% of their software$1.5MNew · +$1.2M
- Euronet Worldwide, Inc.EEFT8,852 shares · 0.0% of their software$1.3M+$1.1M
- Agilysys, Inc.AGYS42,009 shares · 0.0% of their software$1.1MNew · +$902K
- The Trade DeskTTD3,407 shares · 0.0% of their software$639KFlat
- WorkdayWDAY3,503 shares · 0.0% of their software$595K−$120M
- FortinetFTNT7,072 shares · 0.0% of their software$543KFlat
- Rimini Street, Inc.RMNI25,646 shares · 0.0% of their software$112KFlat
- Digital TurbineAPPS12,210 shares · 0.0% of their software$79KNew · Flat