Generalist · Kansas City, MO
American Century Companies
Q3 2020 · compared with Q2 2020
Filed as American Century Companies INC
- Software
- $11.7B
- Weight of 13F
- 10.4%
- Names
- 86
- Net bought
- −$182M
Filed 13 November 2020 · SEC filing.
1,788 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
- MicrosoftMSFT18,965,703 shares · 34.1% of their software · price +$129M$4.0B−$193M
- SalesforceCRM5,047,841 shares · 10.8% of their software · price +$323M$1.3B+$17.2M
- AdobeADBE1,374,399 shares · 5.8% of their software · price +$75.8M$674M−$62.3M
- DocuSignDOCU2,523,723 shares · 4.6% of their software · price +$109M$543M−$35.5M
- Block, Inc.XYZ3,290,619 shares · 4.6% of their software · price +$190M$535M−$102M
- ServiceNowNOW1,061,517 shares · 4.4% of their software · price +$84.9M$515M−$11.9M
- CoStarCSGP377,510 shares · 2.7% of their software · price +$52.0M$320M+$43.8M
- F5, Inc.FFIV2,527,667 shares · 2.7% of their software · price −$42.2M$310M+$46.7M
- ShopifySHOP273,315 shares · 2.4% of their software · price +$20.2M$280M−$4.9M
- CadenceCDNS2,361,579 shares · 2.2% of their software · price +$25.2M$252M−$75.3M
- VeevaVEEV868,222 shares · 2.1% of their software · price +$40.6M$244M+$13.1M
- Automatic Data Processing, Inc.ADP1,699,393 shares · 2.0% of their software · price −$16.0M$237M+$38.7M
- VeriskVRSK1,003,638 shares · 1.6% of their software · price +$15.2M$186M−$23.0M
- TwilioTWLO627,462 shares · 1.3% of their software · price +$17.4M$155M+$14.4M
- ZoomZM326,354 shares · 1.3% of their software · price +$70.7M$153M+$4.8M
- Manhattan AssociatesMANH1,447,277 shares · 1.2% of their software · price +$1.9M$138M+$40.0M
- RingCentralRNG479,094 shares · 1.1% of their software · price −$5.0M$132M+$4.7M
- Palo Alto NetworksPANW512,476 shares · 1.1% of their software · price +$7.7M$125M+$11.3M
- Lyft, Inc.LYFT4,277,292 shares · 1.0% of their software · price −$23.4M$118M−$11.8M
- PaycomPAYC347,289 shares · 0.9% of their software · price +$545K$108MFlat
- HubSpotHUBS348,238 shares · 0.9% of their software · price +$23.6M$102M+$77.5M
- OracleORCL1,648,536 shares · 0.8% of their software · price +$7.3M$98.4M−$19.0M
- OktaOKTA457,664 shares · 0.8% of their software · price +$6.2M$97.9M+$41.2M
- Fair IsaacFICO213,562 shares · 0.8% of their software · price +$1.6M$90.8M+$32.0M
- FastlyFSLY735,546 shares · 0.6% of their software · price +$6.3M$68.9M−$60.6M
- TeradataTDC2,809,346 shares · 0.5% of their software · price +$5.3M$63.8M+$2.8M
- Euronet Worldwide, Inc.EEFT611,793 shares · 0.5% of their software · price −$2.9M$55.7M+$41.1M
- PagerDutyPD2,038,031 shares · 0.5% of their software · price −$3.1M$55.3M−$1.6M
- OpenTextOTEX1,280,502 shares · 0.5% of their software$54.1M+$54.2M
- IntuitINTU162,193 shares · 0.5% of their software · price +$4.9M$52.9M−$2.4M
- DatadogDDOG507,717 shares · 0.4% of their software · price +$7.7M$51.9M−$1.4M
- VeriSign, Inc.VRSN219,368 shares · 0.4% of their software$44.9M−$16.4M
- Gen DigitalGEN2,120,794 shares · 0.4% of their software · price +$2.1M$44.2M+$25.1M
- AutodeskADSK191,185 shares · 0.4% of their software · price −$1.6M$44.2M−$3.8M
- WorkdayWDAY203,898 shares · 0.4% of their software · price +$5.7M$43.9M+$34.7M
- Donnelley Financial Solutions, Inc.DFIN3,070,534 shares · 0.4% of their software · price +$15.2M$41.0M−$507K
- EVERTEC, Inc.EVTC1,175,607 shares · 0.3% of their software · price +$7.8M$40.8M−$1.5M
- Health CatalystHCAT953,140 shares · 0.3% of their software · price +$7.1M$34.9M−$579K
- Roper Technologies, Inc.ROP76,277 shares · 0.3% of their software · price +$522K$30.1MFlat
- Five9FIVN203,995 shares · 0.2% of their software · price +$3.9M$26.5M+$2.7M
- Repay Holdings CorporationRPAY1,077,968 shares · 0.2% of their software · price −$1.2M$25.3M+$2.1M
- Endava plcDAVA399,406 shares · 0.2% of their software · price +$5.9M$25.2MNew · +$19.3M
- FactSetFDS71,613 shares · 0.2% of their software$24.0M−$11.4M
- DescartesDSGX339,214 shares · 0.2% of their software · price +$1.4M$19.3M−$4.4M
- i3 Verticals, Inc.IIIV656,633 shares · 0.1% of their software · price −$3.3M$16.6M+$10.8M
- Kingsoft Cloud Holdings LimitedKC518,423 shares · 0.1% of their software · price −$1.0M$15.3M+$1.1M
- Paychex, Inc.PAYX186,480 shares · 0.1% of their software · price +$750K$14.9M−$3.6M
- DropboxDBX726,028 shares · 0.1% of their software · price −$1.8M$14.0M−$859K
- AkamaiAKAM117,200 shares · 0.1% of their software$13.0M+$2.7M
- PaylocityPCTY75,053 shares · 0.1% of their software · price +$1.2M$12.1M+$3.6M
- NetApp, Inc.NTAP247,578 shares · 0.1% of their software$10.9M−$25.3M
- FortinetFTNT90,068 shares · 0.1% of their software · price −$1.8M$10.6M−$1.7M
- Rapid7RPD167,107 shares · 0.1% of their software · price +$1.7M$10.2MFlat
- CrowdStrikeCRWD72,811 shares · 0.1% of their software · price +$2.7M$10.0MNew · +$7.3M
- TrimbleTRMB194,490 shares · 0.1% of their software · price +$1.1M$9.5M−$6.7M
- PDF Solutions, Inc.PDFS447,684 shares · 0.1% of their software$8.4M+$5.9M
- PhreesiaPHR207,347 shares · 0.1% of their software · price +$798K$6.7M−$4.3M
- VertexVERX265,909 shares · 0.1% of their software$6.1MNew · +$6.1M
- Commerce.com, Inc.CMRC28,240 shares · 0.0% of their software$2.4MNew · +$2.4M
- Check PointCHKP19,348 shares · 0.0% of their software$2.3M+$1.5M
- The Trade DeskTTD4,487 shares · 0.0% of their software · price +$504K$2.3M+$1.4M
- BoxBOX119,040 shares · 0.0% of their software$2.1M−$1.1M
- SynopsysSNPS9,282 shares · 0.0% of their software$2.0M−$9.6M
- CommvaultCVLT35,193 shares · 0.0% of their software$1.4MFlat
- SAPSAP8,024 shares · 0.0% of their software$1.3MFlat
- InterDigital, Inc.IDCC20,591 shares · 0.0% of their software$1.2MNew · +$1.2M
- Upbound Group, Inc.UPBD39,275 shares · 0.0% of their software$1.2MFlat
- ProgressPRGS15,439 shares · 0.0% of their software$566KFlat
- Digital TurbineAPPS16,346 shares · 0.0% of their software$535KNew · Flat
- AppFolioAPPF3,613 shares · 0.0% of their software$512KFlat
- Amdocs LimitedDOX8,554 shares · 0.0% of their software$491K−$19.0M
- ePlus inc.PLUS6,042 shares · 0.0% of their software$442KNew · Flat
- SPS CommerceSPSC5,591 shares · 0.0% of their software$435K−$560K
- WorkivaWK7,582 shares · 0.0% of their software$423KFlat
- BroadridgeBR3,034 shares · 0.0% of their software$400KFlat
- Simulations PlusSLP5,067 shares · 0.0% of their software$382KFlat
- BlackbaudBLKB6,663 shares · 0.0% of their software$372KNew · Flat
- PTCPTC4,349 shares · 0.0% of their software$360KNew · Flat
- JFrogFROG4,053 shares · 0.0% of their software$343KNew · Flat
- Fiserv, Inc.FISV3,244 shares · 0.0% of their software$334K−$75.4M
- SnowflakeSNOW1,313 shares · 0.0% of their software$330KNew · Flat
- Mitek Systems, Inc.MITK24,103 shares · 0.0% of their software$307KNew · Flat
- PagSeguro Digital Ltd.PAGS7,624 shares · 0.0% of their software$288K−$511K
- QualysQLYS2,797 shares · 0.0% of their software$274KNew · Flat
- BlackLineBL2,267 shares · 0.0% of their software$203K−$1.2M
- NICENICE881 shares · 0.0% of their software$200KNew · Flat