Generalist · Kansas City, MO
American Century Companies
Q4 2020 · compared with Q3 2020
Filed as American Century Companies INC
- Software
- $12.9B
- Weight of 13F
- 10.0%
- Names
- 90
- Net bought
- −$111M
Filed 12 February 2021 · SEC filing.
1,943 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
- MicrosoftMSFT18,780,447 shares · 32.4% of their software · price +$227M$4.2BFlat
- SalesforceCRM4,894,017 shares · 8.5% of their software · price −$141M$1.1B−$38.7M
- AdobeADBE1,427,525 shares · 5.5% of their software · price +$13.8M$714M+$26.1M
- Block, Inc.XYZ2,930,714 shares · 5.0% of their software · price +$161M$638M−$58.5M
- DocuSignDOCU2,748,706 shares · 4.7% of their software · price +$19.4M$611M+$48.4M
- ServiceNowNOW1,080,217 shares · 4.6% of their software · price +$70.7M$595M+$9.1M
- F5, Inc.FFIV2,573,159 shares · 3.5% of their software · price +$137M$453M+$5.6M
- ShopifySHOP291,115 shares · 2.6% of their software · price +$31.7M$329M+$18.2M
- CadenceCDNS1,993,389 shares · 2.1% of their software · price +$59.4M$272M−$39.3M
- TwilioTWLO771,362 shares · 2.0% of their software · price +$70.5M$261M+$35.6M
- Lyft, Inc.LYFT5,204,762 shares · 2.0% of their software · price +$112M$256M+$25.6M
- CoStarCSGP256,412 shares · 1.8% of their software · price +$19.4M$237M−$103M
- Automatic Data Processing, Inc.ADP1,305,144 shares · 1.8% of their software · price +$47.9M$230M−$55.0M
- VeevaVEEV831,080 shares · 1.8% of their software · price −$7.4M$226M−$10.4M
- VeriskVRSK994,946 shares · 1.6% of their software · price +$22.2M$207MFlat
- Palo Alto NetworksPANW556,097 shares · 1.5% of their software · price +$61.5M$198M+$10.7M
- RingCentralRNG463,004 shares · 1.4% of their software · price +$48.3M$175M−$4.4M
- OktaOKTA676,196 shares · 1.3% of their software · price +$27.3M$172M+$46.7M
- PaycomPAYC346,221 shares · 1.2% of their software · price +$48.8M$157MFlat
- Manhattan AssociatesMANH1,420,201 shares · 1.2% of their software · price +$13.8M$149M−$2.6M
- HubSpotHUBS340,884 shares · 1.0% of their software · price +$35.5M$135M−$2.1M
- OpenTextOTEX2,277,358 shares · 0.8% of their software · price +$7.3M$104M+$42.1M
- Fair IsaacFICO201,578 shares · 0.8% of their software · price +$17.3M$103M−$5.1M
- OracleORCL1,319,823 shares · 0.7% of their software · price +$6.6M$85.4M−$19.6M
- PagerDutyPD2,036,073 shares · 0.7% of their software · price +$29.7M$84.9MFlat
- WorkdayWDAY345,791 shares · 0.6% of their software · price +$8.5M$82.9M+$30.5M
- TeradataTDC3,460,280 shares · 0.6% of their software · price −$796K$77.8M+$14.8M
- ZoomZM228,005 shares · 0.6% of their software · price −$30.3M$76.9M−$46.2M
- FastlyFSLY721,110 shares · 0.5% of their software · price −$4.6M$63.0M−$1.4M
- DatadogDDOG575,668 shares · 0.4% of their software · price −$2.1M$56.7M+$6.9M
- EVERTEC, Inc.EVTC1,377,481 shares · 0.4% of their software · price +$6.4M$54.2M+$7.0M
- Donnelley Financial Solutions, Inc.DFIN3,111,922 shares · 0.4% of their software · price +$11.2M$52.8M+$553K
- CrowdStrikeCRWD241,486 shares · 0.4% of their software · price +$18.0M$51.2M+$23.2M
- AutodeskADSK157,836 shares · 0.4% of their software · price +$11.7M$48.2M−$7.7M
- Health CatalystHCAT948,849 shares · 0.3% of their software · price +$6.6M$41.3MFlat
- VeriSign, Inc.VRSN174,497 shares · 0.3% of their software · price +$2.0M$37.8M−$9.2M
- ZscalerZS176,291 shares · 0.3% of their software · price +$10.4M$35.2MNew · +$24.8M
- VaronisVRNS214,609 shares · 0.3% of their software · price +$10.3M$35.1MNew · +$24.8M
- NetApp, Inc.NTAP503,146 shares · 0.3% of their software · price +$11.3M$33.3M+$11.2M
- PegasystemsPEGA243,544 shares · 0.3% of their software · price +$3.0M$32.5MNew · +$29.5M
- Five9FIVN186,029 shares · 0.3% of their software · price +$8.3M$32.4M−$2.3M
- Endava plcDAVA420,701 shares · 0.3% of their software · price +$5.7M$32.3M+$1.3M
- Repay Holdings CorporationRPAY1,142,779 shares · 0.2% of their software · price +$4.3M$31.1M+$1.5M
- i3 Verticals, Inc.IIIV919,227 shares · 0.2% of their software · price +$7.3M$30.5M+$6.6M
- IntuitINTU80,046 shares · 0.2% of their software · price +$4.3M$30.4M−$26.8M
- CloudflareNET390,981 shares · 0.2% of their software · price +$13.7M$29.7MNew · +$16.1M
- Rapid7RPD263,766 shares · 0.2% of their software · price +$7.6M$23.8M+$5.9M
- Roper Technologies, Inc.ROP53,514 shares · 0.2% of their software · price +$1.9M$23.1M−$9.0M
- Kingsoft Cloud Holdings LimitedKC508,771 shares · 0.2% of their software · price +$7.1M$22.2MFlat
- Commerce.com, Inc.CMRC308,812 shares · 0.2% of their software · price −$5.9M$19.8M+$23.4M
- DescartesDSGX299,014 shares · 0.1% of their software$17.5M−$2.3M
- PTCPTC134,227 shares · 0.1% of their software · price +$5.0M$16.1M+$10.7M
- FortinetFTNT103,523 shares · 0.1% of their software · price +$3.2M$15.4M+$1.6M
- PaylocityPCTY74,522 shares · 0.1% of their software · price +$3.3M$15.3MFlat
- Gen DigitalGEN686,839 shares · 0.1% of their software$14.3M−$29.9M
- WEX Inc.WEX60,415 shares · 0.1% of their software · price +$3.9M$12.3MNew · +$8.4M
- PhreesiaPHR206,998 shares · 0.1% of their software · price +$4.6M$11.2MFlat
- AkamaiAKAM90,912 shares · 0.1% of their software · price −$505K$9.5M−$2.9M
- CertaraCERT271,720 shares · 0.1% of their software$9.2MNew · +$9.2M
- PDF Solutions, Inc.PDFS385,941 shares · 0.1% of their software · price +$1.1M$8.3M−$1.2M
- SynopsysSNPS16,274 shares · 0.0% of their software · price +$737K$4.2M+$1.5M
- Check PointCHKP28,007 shares · 0.0% of their software$3.7M+$1.0M
- Uber Technologies, Inc.UBER59,782 shares · 0.0% of their software · price +$868K$3.0MNew · +$2.2M
- Upbound Group, Inc.UPBD78,525 shares · 0.0% of their software · price +$660K$3.0M+$1.2M
- 8x8EGHT85,374 shares · 0.0% of their software$2.9MNew
- CommvaultCVLT33,476 shares · 0.0% of their software$1.9MFlat
- GuidewireGWRE12,804 shares · 0.0% of their software$1.6MNew · +$1.3M
- SAPSAP10,050 shares · 0.0% of their software$1.3MFlat
- GoDaddyGDDY14,496 shares · 0.0% of their software$1.2MNew · +$1.1M
- The Trade DeskTTD1,451 shares · 0.0% of their software$1.2M−$1.6M
- ePlus inc.PLUS9,280 shares · 0.0% of their software$816KFlat
- InterDigital, Inc.IDCC13,268 shares · 0.0% of their software$805KFlat
- LiveRamp Holdings, Inc.RAMP10,813 shares · 0.0% of their software$791KNew · +$560K
- BoxBOX41,792 shares · 0.0% of their software$754K−$1.3M
- Paychex, Inc.PAYX8,006 shares · 0.0% of their software$746K−$14.2M
- Amdocs LimitedDOX10,356 shares · 0.0% of their software$735KFlat
- ProgressPRGS15,569 shares · 0.0% of their software$704KFlat
- WorkivaWK7,582 shares · 0.0% of their software$695KFlat
- AppFolioAPPF3,613 shares · 0.0% of their software$650KFlat
- FactSetFDS1,912 shares · 0.0% of their software$636K−$23.3M
- QualysQLYS5,054 shares · 0.0% of their software$616KFlat
- SPS CommerceSPSC5,591 shares · 0.0% of their software$607KFlat
- BroadridgeBR3,361 shares · 0.0% of their software$515KFlat
- Mitek Systems, Inc.MITK26,452 shares · 0.0% of their software$470KFlat
- DropboxDBX20,729 shares · 0.0% of their software$460K−$13.6M
- Fiserv, Inc.FISV3,631 shares · 0.0% of their software$413KFlat
- Alarm.com Holdings, Inc.ALRM3,203 shares · 0.0% of their software$331KNew · Flat
- TenableTENB5,604 shares · 0.0% of their software$293KNew · Flat
- BlackLineBL2,056 shares · 0.0% of their software$274KFlat
- NICENICE881 shares · 0.0% of their software$250KFlat