Generalist · Kansas City, MO
American Century Companies
Q1 2020 · compared with Q4 2019
Filed as American Century Companies INC
- Software
- $7.7B
- Weight of 13F
- 9.2%
- Names
- 73
- Net bought
- +$391M
Filed 14 May 2020 · SEC filing.
1,584 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
- MicrosoftMSFT19,350,215 shares · 39.9% of their software$3.1B+$61.8M
- SalesforceCRM4,917,214 shares · 9.3% of their software · price −$91.8M$708M−$10.9M
- AdobeADBE1,350,605 shares · 5.6% of their software · price −$15.6M$430M+$21.9M
- ServiceNowNOW1,062,161 shares · 4.0% of their software · price +$4.5M$304MFlat
- DocuSignDOCU2,539,532 shares · 3.1% of their software · price +$46.4M$235M−$5.3M
- Block, Inc.XYZ4,425,838 shares · 3.0% of their software · price −$45.1M$232M+$22.9M
- F5, Inc.FFIV2,018,821 shares · 2.8% of their software · price −$66.7M$215M+$204M
- Fiserv, Inc.FISV2,217,435 shares · 2.8% of their software · price −$45.8M$211M−$104M
- Automatic Data Processing, Inc.ADP1,497,588 shares · 2.7% of their software · price −$50.6M$205M−$34.6M
- VeriskVRSK1,246,267 shares · 2.3% of their software · price −$12.4M$174M−$13.2M
- CadenceCDNS2,342,737 shares · 2.0% of their software · price −$7.8M$155M+$18.0M
- CoStarCSGP259,983 shares · 2.0% of their software · price −$2.9M$153M−$58.6M
- PaycomPAYC672,409 shares · 1.8% of their software · price −$42.2M$136M+$6.1M
- RingCentralRNG581,254 shares · 1.6% of their software · price +$25.1M$123M−$23.2M
- ShopifySHOP284,704 shares · 1.6% of their software · price +$5.5M$119M+$27.8M
- Lyft, Inc.LYFT4,030,177 shares · 1.4% of their software · price −$65.2M$108M+$79.3M
- OracleORCL1,616,695 shares · 1.0% of their software · price −$7.5M$78.1M−$58.9M
- VeevaVEEV478,052 shares · 1.0% of their software · price +$7.5M$74.8M+$3.8M
- ZoomZM489,437 shares · 0.9% of their software · price +$38.2M$71.5M+$19.0M
- Palo Alto NetworksPANW405,286 shares · 0.9% of their software · price −$27.3M$66.5M+$6.4M
- TwilioTWLO686,776 shares · 0.8% of their software · price −$6.0M$61.5MNew · +$67.5M
- VeriSign, Inc.VRSN328,967 shares · 0.8% of their software · price −$4.1M$59.2M+$5.0M
- Fair IsaacFICO189,326 shares · 0.8% of their software · price −$12.7M$58.3M+$55.7M
- IntuitINTU205,836 shares · 0.6% of their software · price −$6.6M$47.3M+$10.1M
- AkamaiAKAM490,295 shares · 0.6% of their software · price +$2.5M$44.9M+$26.0M
- TeradataTDC1,998,884 shares · 0.5% of their software · price −$12.6M$41.0M−$1.2M
- FastlyFSLY1,891,247 shares · 0.5% of their software · price −$2.1M$35.9M+$16.3M
- AutodeskADSK211,391 shares · 0.4% of their software · price −$5.8M$33.0MNew · +$38.8M
- Roper Technologies, Inc.ROP95,532 shares · 0.4% of their software · price −$4.1M$29.8MFlat
- FactSetFDS111,477 shares · 0.4% of their software · price −$849K$29.1M+$16.8M
- PagerDutyPD1,613,352 shares · 0.4% of their software · price −$9.9M$27.9MFlat
- EVERTEC, Inc.EVTC1,178,760 shares · 0.4% of their software · price −$13.3M$26.8M−$12.7M
- FortinetFTNT246,610 shares · 0.3% of their software · price −$1.4M$25.0M+$17.8M
- Gen DigitalGEN1,298,491 shares · 0.3% of their software · price −$8.8M$24.3MNew · +$33.1M
- Five9FIVN287,458 shares · 0.3% of their software · price +$3.1M$22.0MFlat
- Health CatalystHCAT774,369 shares · 0.3% of their software · price −$6.6M$20.3M−$886K
- DatadogDDOG530,224 shares · 0.2% of their software · price −$954K$19.1M−$552K
- Amdocs LimitedDOX337,117 shares · 0.2% of their software · price −$5.8M$18.5MFlat
- Donnelley Financial Solutions, Inc.DFIN3,265,236 shares · 0.2% of their software · price −$17.0M$17.2MFlat
- OktaOKTA137,316 shares · 0.2% of their software · price +$946K$16.8M−$4.0M
- NetApp, Inc.NTAP374,446 shares · 0.2% of their software · price −$7.7M$15.6M+$11.7M
- DescartesDSGX445,294 shares · 0.2% of their software · price −$3.7M$15.3M−$2.2M
- Paychex, Inc.PAYX232,593 shares · 0.2% of their software · price −$5.1M$14.6M−$55.2M
- Repay Holdings CorporationRPAY890,222 shares · 0.2% of their software$12.8M+$7.4M
- SynopsysSNPS99,173 shares · 0.2% of their software · price −$1.0M$12.8M+$4.1M
- Rapid7RPD255,407 shares · 0.1% of their software · price −$3.2M$11.1M−$4.5M
- TrimbleTRMB327,538 shares · 0.1% of their software · price −$3.2M$10.4MNew · +$13.7M
- PaylocityPCTY104,799 shares · 0.1% of their software · price −$3.4M$9.3M−$4.8M
- Check PointCHKP60,399 shares · 0.1% of their software · price −$629K$6.1MFlat
- i3 Verticals, Inc.IIIV229,885 shares · 0.1% of their software · price −$2.1M$4.4MNew · +$6.5M
- PegasystemsPEGA58,394 shares · 0.1% of their software$4.2MNew · +$4.7M
- Manhattan AssociatesMANH65,579 shares · 0.0% of their software · price −$2.0M$3.3M+$2.8M
- CommvaultCVLT76,601 shares · 0.0% of their software$3.1M+$1.8M
- BoxBOX194,596 shares · 0.0% of their software · price −$533K$2.7M+$1.6M
- AppFolioAPPF17,801 shares · 0.0% of their software$2.0MNew · +$2.0M
- SPS CommerceSPSC37,302 shares · 0.0% of their software$1.7MFlat
- WorkdayWDAY12,088 shares · 0.0% of their software$1.6M+$956K
- BlackLineBL28,976 shares · 0.0% of their software$1.5MNew · +$1.5M
- ProgressPRGS46,227 shares · 0.0% of their software$1.5MFlat
- Upbound Group, Inc.UPBD100,003 shares · 0.0% of their software · price −$1.5M$1.4M−$780K
- HubSpotHUBS10,338 shares · 0.0% of their software$1.4MNew · +$1.6M
- NetScout Systems, Inc.NTCT51,418 shares · 0.0% of their software$1.2MNew · +$1.2M
- PTCPTC18,320 shares · 0.0% of their software$1.1M+$1.1M
- Q2QTWO15,945 shares · 0.0% of their software$942KFlat
- The Trade DeskTTD3,732 shares · 0.0% of their software$720K+$685K
- SAPSAP5,937 shares · 0.0% of their software$656KFlat
- Agilysys, Inc.AGYS34,938 shares · 0.0% of their software$583K−$535K
- PhreesiaPHR27,677 shares · 0.0% of their software$582KFlat
- WorkivaWK12,512 shares · 0.0% of their software$405KNew · +$526K
- Tyler TechnologiesTYL1,008 shares · 0.0% of their software$299KNew · Flat
- PagSeguro Digital Ltd.PAGS14,769 shares · 0.0% of their software$285K−$23.6M
- WixWIX2,194 shares · 0.0% of their software$221KNew · Flat
- BroadridgeBR2,125 shares · 0.0% of their software$202KNew · Flat