Generalist · Kansas City, MO
American Century Companies
Q2 2020 · compared with Q1 2020
Filed as American Century Companies INC
- Software
- $10.7B
- Weight of 13F
- 10.2%
- Names
- 77
- Net bought
- +$162M
Filed 13 August 2020 · SEC filing.
1,699 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
- MicrosoftMSFT19,915,477 shares · 37.9% of their software · price +$912M$4.1B+$89.1M
- SalesforceCRM4,955,872 shares · 8.7% of their software · price +$215M$928MFlat
- AdobeADBE1,517,453 shares · 6.2% of their software · price +$178M$661M+$53.1M
- DocuSignDOCU2,729,979 shares · 4.4% of their software · price +$218M$470M+$17.6M
- Block, Inc.XYZ4,265,947 shares · 4.2% of their software · price +$224M$448M−$8.4M
- ServiceNowNOW1,090,979 shares · 4.1% of their software · price +$129M$442M+$8.3M
- F5, Inc.FFIV2,193,205 shares · 2.9% of their software · price +$72.0M$306M+$18.6M
- CadenceCDNS3,145,964 shares · 2.8% of their software · price +$94.1M$302M+$53.0M
- ShopifySHOP278,427 shares · 2.5% of their software · price +$148M$264M−$2.6M
- CoStarCSGP315,891 shares · 2.1% of their software · price +$39.0M$224M+$32.8M
- Automatic Data Processing, Inc.ADP1,439,703 shares · 2.0% of their software · price +$17.6M$214M−$7.9M
- VeriskVRSK1,138,790 shares · 1.8% of their software · price +$35.1M$194M−$15.0M
- VeevaVEEV812,219 shares · 1.8% of their software · price +$63.4M$190M+$52.3M
- Lyft, Inc.LYFT4,635,391 shares · 1.4% of their software · price +$28.6M$153M+$16.2M
- RingCentralRNG462,549 shares · 1.2% of their software · price +$33.8M$132M−$25.2M
- TwilioTWLO561,669 shares · 1.2% of their software · price +$73.0M$123M−$11.2M
- FastlyFSLY1,447,604 shares · 1.2% of their software · price +$95.8M$123M−$8.4M
- OracleORCL1,991,548 shares · 1.0% of their software · price +$13.8M$110M+$18.1M
- PaycomPAYC345,394 shares · 1.0% of their software · price +$37.2M$107MSplit
- Palo Alto NetworksPANW463,404 shares · 1.0% of their software · price +$30.5M$106M+$9.5M
- Manhattan AssociatesMANH1,022,156 shares · 0.9% of their software · price +$45.4M$96.3M+$47.7M
- ZoomZM307,594 shares · 0.7% of their software · price +$33.0M$78.0M−$26.6M
- Fiserv, Inc.FISV775,970 shares · 0.7% of their software · price +$2.0M$75.8M−$137M
- VeriSign, Inc.VRSN298,629 shares · 0.6% of their software · price +$8.0M$61.8M−$5.5M
- PagerDutyPD2,093,765 shares · 0.6% of their software · price +$23.7M$59.9M+$8.3M
- Fair IsaacFICO137,064 shares · 0.5% of their software · price +$15.1M$57.3M−$16.1M
- TeradataTDC2,676,969 shares · 0.5% of their software · price +$830K$55.7M+$13.9M
- IntuitINTU170,280 shares · 0.5% of their software · price +$11.3M$50.4M−$8.2M
- OktaOKTA251,814 shares · 0.5% of their software · price +$19.6M$50.4M+$14.0M
- AutodeskADSK207,267 shares · 0.5% of their software · price +$17.2M$49.6M−$644K
- DatadogDDOG523,690 shares · 0.4% of their software · price +$26.7M$45.5MFlat
- NetApp, Inc.NTAP818,245 shares · 0.3% of their software · price +$2.2M$36.3M+$18.5M
- FactSetFDS106,187 shares · 0.3% of their software · price +$7.2M$34.9M−$1.4M
- EVERTEC, Inc.EVTC1,229,878 shares · 0.3% of their software · price +$6.6M$34.6M+$1.2M
- Roper Technologies, Inc.ROP76,251 shares · 0.3% of their software · price +$5.8M$29.6M−$6.0M
- Health CatalystHCAT972,974 shares · 0.3% of their software · price +$2.9M$28.4M+$5.2M
- Donnelley Financial Solutions, Inc.DFIN3,130,922 shares · 0.2% of their software · price +$9.8M$26.3M−$708K
- Repay Holdings CorporationRPAY993,511 shares · 0.2% of their software · price +$10.2M$24.5M+$1.5M
- DescartesDSGX423,092 shares · 0.2% of their software · price +$7.8M$22.3M−$764K
- Five9FIVN179,721 shares · 0.2% of their software · price +$6.1M$19.9M−$8.2M
- Amdocs LimitedDOX320,825 shares · 0.2% of their software · price +$1.9M$19.5M−$896K
- Paychex, Inc.PAYX233,673 shares · 0.2% of their software · price +$3.0M$17.7MFlat
- Euronet Worldwide, Inc.EEFT183,064 shares · 0.2% of their software · price +$1.8M$17.5MNew · +$15.7M
- Gen DigitalGEN856,489 shares · 0.2% of their software · price +$959K$17.0M−$8.3M
- DropboxDBX765,486 shares · 0.2% of their software · price +$2.8M$16.7MNew · +$13.9M
- Kingsoft Cloud Holdings LimitedKC482,788 shares · 0.1% of their software$15.2MNew · +$15.2M
- TrimbleTRMB349,465 shares · 0.1% of their software · price +$4.0M$15.1M+$698K
- FortinetFTNT102,398 shares · 0.1% of their software · price +$3.7M$14.1M−$14.6M
- SynopsysSNPS58,303 shares · 0.1% of their software · price +$3.9M$11.4M−$5.3M
- PhreesiaPHR358,976 shares · 0.1% of their software · price +$2.6M$10.2M+$7.0M
- AkamaiAKAM91,974 shares · 0.1% of their software · price +$1.4M$9.8M−$36.4M
- i3 Verticals, Inc.IIIV300,453 shares · 0.1% of their software · price +$3.4M$9.1M+$1.3M
- Rapid7RPD165,465 shares · 0.1% of their software · price +$1.3M$8.4M−$3.9M
- PaylocityPCTY50,051 shares · 0.1% of their software · price +$2.9M$7.3MSplit
- BoxBOX170,210 shares · 0.0% of their software · price +$1.1M$3.5MFlat
- WorkdayWDAY18,560 shares · 0.0% of their software · price +$1.1M$3.5M+$843K
- PDF Solutions, Inc.PDFS143,653 shares · 0.0% of their software · price +$1.1M$2.8MNew · +$1.7M
- GoDaddyGDDY31,754 shares · 0.0% of their software · price +$515K$2.3MNew · +$1.8M
- BlackLineBL16,418 shares · 0.0% of their software$1.4M−$661K
- CommvaultCVLT35,095 shares · 0.0% of their software$1.4M−$1.7M
- SAPSAP8,111 shares · 0.0% of their software$1.1MFlat
- SPS CommerceSPSC13,047 shares · 0.0% of their software$980K−$1.1M
- PagSeguro Digital Ltd.PAGS22,082 shares · 0.0% of their software$780KFlat
- Upbound Group, Inc.UPBD27,938 shares · 0.0% of their software$777K−$1.0M
- ProgressPRGS18,387 shares · 0.0% of their software$712K−$891K
- AppFolioAPPF3,949 shares · 0.0% of their software$643K−$1.5M
- HubSpotHUBS2,765 shares · 0.0% of their software$620K−$1.0M
- Check PointCHKP5,675 shares · 0.0% of their software$610K−$5.5M
- PegasystemsPEGA4,691 shares · 0.0% of their software$475K−$3.8M
- The Trade DeskTTD1,071 shares · 0.0% of their software$435K−$514K
- WixWIX1,686 shares · 0.0% of their software$432KFlat
- WorkivaWK7,481 shares · 0.0% of their software$400KFlat
- Tyler TechnologiesTYL1,088 shares · 0.0% of their software$377KFlat
- BroadridgeBR2,680 shares · 0.0% of their software$338KFlat
- Simulations PlusSLP4,005 shares · 0.0% of their software$240KNew · Flat
- OpenTextOTEX4,901 shares · 0.0% of their software$208KNew · Flat
- Lesaka Technologies, Inc.LSAK18,014 shares · 0.0% of their software$55KNew · Flat