Generalist · Kansas City, MO
American Century Companies
Q4 2019 · compared with Q3 2019
Filed as American Century Companies INC
- Software
- $7.8B
- Weight of 13F
- 7.4%
- Names
- 65
- Net bought
- −$561M
Filed 12 February 2020 · SEC filing.
1,473 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
- MicrosoftMSFT18,958,235 shares · 38.5% of their software · price +$354M$3.0B−$146M
- SalesforceCRM4,984,019 shares · 10.4% of their software · price +$70.8M$811M+$47.8M
- AdobeADBE1,284,086 shares · 5.5% of their software · price +$68.8M$424M−$119M
- Fiserv, Inc.FISV3,117,631 shares · 4.6% of their software · price +$37.5M$360MFlat
- ServiceNowNOW1,072,783 shares · 3.9% of their software · price +$30.5M$303M−$72.1M
- Automatic Data Processing, Inc.ADP1,700,381 shares · 3.7% of their software · price +$15.4M$290M−$27.2M
- Block, Inc.XYZ4,060,490 shares · 3.3% of their software · price +$2.5M$254M+$14.0M
- CoStarCSGP358,000 shares · 2.8% of their software · price +$1.8M$214M−$25.8M
- VeriskVRSK1,334,615 shares · 2.6% of their software · price −$11.7M$199M−$31.0M
- DocuSignDOCU2,610,546 shares · 2.5% of their software · price +$31.8M$193M+$15.0M
- PaycomPAYC649,360 shares · 2.2% of their software · price +$35.9M$172M+$42.3M
- OracleORCL2,728,879 shares · 1.9% of their software · price −$5.6M$145M−$50.0M
- CadenceCDNS2,083,587 shares · 1.9% of their software · price +$6.8M$145M+$2.4M
- RingCentralRNG718,537 shares · 1.6% of their software · price +$30.9M$121M+$18.3M
- Lyft, Inc.LYFT2,185,954 shares · 1.2% of their software · price +$4.8M$94.0M+$2.9M
- Palo Alto NetworksPANW377,538 shares · 1.1% of their software · price +$10.4M$87.3M−$47.5M
- ShopifySHOP214,766 shares · 1.1% of their software · price +$18.5M$85.4MNew · +$66.9M
- F5, Inc.FFIV555,043 shares · 1.0% of their software$77.5MNew · +$77.9M
- Paychex, Inc.PAYX881,834 shares · 1.0% of their software · price +$2.0M$75.0M−$29.0M
- VeevaVEEV451,007 shares · 0.8% of their software · price −$5.4M$63.4M−$32.5M
- VeriSign, Inc.VRSN302,865 shares · 0.8% of their software · price +$1.2M$58.4M+$4.0M
- TeradataTDC2,043,533 shares · 0.7% of their software · price −$8.6M$54.7M+$22.2M
- EVERTEC, Inc.EVTC1,551,025 shares · 0.7% of their software · price +$4.4M$52.8M+$12.4M
- IntuitINTU167,113 shares · 0.6% of their software · price −$670K$43.8M−$69.1M
- PagerDutyPD1,630,710 shares · 0.5% of their software · price −$7.9M$38.1M+$16.1M
- Donnelley Financial Solutions, Inc.DFIN3,231,091 shares · 0.4% of their software · price −$6.0M$33.8M+$8.2M
- Roper Technologies, Inc.ROP95,276 shares · 0.4% of their software$33.8M−$227M
- Health CatalystHCAT799,914 shares · 0.4% of their software · price +$2.4M$27.8M+$9.2M
- Amdocs LimitedDOX335,592 shares · 0.3% of their software · price +$2.0M$24.2M−$3.2M
- PagSeguro Digital Ltd.PAGS704,191 shares · 0.3% of their software · price −$8.6M$24.1M−$19.5M
- FastlyFSLY1,076,968 shares · 0.3% of their software · price −$4.2M$21.6M−$1.1M
- DescartesDSGX497,825 shares · 0.3% of their software · price +$1.2M$21.3M+$600K
- DatadogDDOG544,833 shares · 0.3% of their software · price +$2.1M$20.6M+$6.4M
- OktaOKTA172,316 shares · 0.3% of their software · price +$2.9M$19.9M+$12.1M
- Five9FIVN291,072 shares · 0.2% of their software · price +$3.4M$19.1M+$5.8M
- Rapid7RPD334,938 shares · 0.2% of their software · price +$3.6M$18.8M+$4.0M
- PaylocityPCTY144,904 shares · 0.2% of their software · price +$3.4M$17.5M−$6.8M
- AkamaiAKAM189,324 shares · 0.2% of their software · price −$947K$16.4M−$21.6M
- Fair IsaacFICO40,550 shares · 0.2% of their software · price +$2.9M$15.2M−$2.4M
- ZoomZM209,708 shares · 0.2% of their software · price −$1.7M$14.3M+$6.4M
- FactSetFDS48,852 shares · 0.2% of their software · price +$1.2M$13.1MNew · +$11.9M
- NetApp, Inc.NTAP186,585 shares · 0.1% of their software · price +$1.8M$11.6M−$3.1M
- SynopsysSNPS69,781 shares · 0.1% of their software$9.7MNew · +$9.6M
- FortinetFTNT80,001 shares · 0.1% of their software · price +$2.4M$8.5M+$5.6M
- Check PointCHKP60,755 shares · 0.1% of their software$6.7M−$1.5M
- Repay Holdings CorporationRPAY384,794 shares · 0.1% of their software · price +$508K$5.6MNew · +$5.1M
- ElasticESTC66,566 shares · 0.1% of their software · price −$1.2M$4.3M+$2.6M
- Upbound Group, Inc.UPBD127,063 shares · 0.0% of their software$3.7M−$3.8M
- Manhattan AssociatesMANH30,371 shares · 0.0% of their software$2.4MFlat
- SPS CommerceSPSC37,302 shares · 0.0% of their software$2.1M−$6.5M
- ProgressPRGS45,961 shares · 0.0% of their software$1.9M−$6.1M
- ZscalerZS39,844 shares · 0.0% of their software$1.9M−$8.3M
- BoxBOX97,050 shares · 0.0% of their software$1.6M−$4.8M
- CommvaultCVLT35,667 shares · 0.0% of their software$1.6M−$5.2M
- Agilysys, Inc.AGYS55,992 shares · 0.0% of their software$1.4MFlat
- QualysQLYS16,799 shares · 0.0% of their software$1.4MNew · +$1.3M
- Simulations PlusSLP44,243 shares · 0.0% of their software$1.3MFlat
- Q2QTWO15,852 shares · 0.0% of their software$1.3MNew · +$1.3M
- WorkdayWDAY6,273 shares · 0.0% of their software$1.0MFlat
- PhreesiaPHR28,566 shares · 0.0% of their software$761K−$4.1M
- Euronet Worldwide, Inc.EEFT3,032 shares · 0.0% of their software$478K−$851K
- SAPSAP2,705 shares · 0.0% of their software$362KNew · Flat
- OpenTextOTEX8,015 shares · 0.0% of their software$353KNew · Flat
- The Trade DeskTTD1,097 shares · 0.0% of their software$285KFlat
- PTCPTC3,522 shares · 0.0% of their software$264KNew · Flat