Generalist · Kansas City, MO
American Century Companies
Q1 2021 · compared with Q4 2020
Filed as American Century Companies INC
- Software
- $13.2B
- Weight of 13F
- 9.7%
- Names
- 93
- Net bought
- +$184M
Filed 14 May 2021 · SEC filing.
2,130 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
- MicrosoftMSFT18,994,652 shares · 34.0% of their software · price +$254M$4.5B+$47.6M
- SalesforceCRM4,307,545 shares · 6.9% of their software · price −$45.9M$913M−$131M
- DocuSignDOCU3,206,429 shares · 4.9% of their software · price −$63.6M$649M+$102M
- AdobeADBE1,351,219 shares · 4.9% of their software · price −$33.4M$642M−$38.2M
- Block, Inc.XYZ2,792,520 shares · 4.8% of their software · price +$26.3M$634M−$30.1M
- ServiceNowNOW1,057,784 shares · 4.0% of their software · price −$53.2M$529M−$12.3M
- OracleORCL6,659,273 shares · 3.5% of their software · price +$36.5M$467M+$345M
- F5, Inc.FFIV1,583,331 shares · 2.5% of their software · price +$51.7M$330M−$174M
- ShopifySHOP291,369 shares · 2.4% of their software · price −$7.4M$322MFlat
- CadenceCDNS2,197,803 shares · 2.3% of their software · price +$1.2M$301M+$27.9M
- TwilioTWLO795,183 shares · 2.1% of their software · price +$1.8M$271M+$8.1M
- Lyft, Inc.LYFT4,235,078 shares · 2.0% of their software · price +$59.5M$268M−$47.6M
- Automatic Data Processing, Inc.ADP1,357,960 shares · 1.9% of their software · price +$16.7M$256M+$9.3M
- VeevaVEEV843,686 shares · 1.7% of their software · price −$9.3M$220M+$3.4M
- Manhattan AssociatesMANH1,544,257 shares · 1.4% of their software · price +$18.8M$181M+$13.0M
- OktaOKTA806,358 shares · 1.3% of their software · price −$27.3M$178M+$33.1M
- OpenTextOTEX3,669,154 shares · 1.3% of their software · price +$8.3M$175M+$63.3M
- RingCentralRNG582,924 shares · 1.3% of their software · price −$47.3M$174M+$45.4M
- HubSpotHUBS378,505 shares · 1.3% of their software · price +$21.9M$172M+$14.9M
- Palo Alto NetworksPANW532,602 shares · 1.3% of their software · price −$17.8M$172M−$8.3M
- VeriskVRSK821,667 shares · 1.1% of their software · price −$25.4M$145M−$36.0M
- WorkdayWDAY535,836 shares · 1.0% of their software · price +$4.7M$133M+$45.5M
- BILLBILL882,102 shares · 1.0% of their software · price +$7.9M$128MNew · +$120M
- PaycomPAYC346,540 shares · 1.0% of their software · price −$28.5M$128MFlat
- Donnelley Financial Solutions, Inc.DFIN3,656,037 shares · 0.8% of their software · price +$39.7M$102M+$9.2M
- EVERTEC, Inc.EVTC2,583,825 shares · 0.7% of their software · price −$5.4M$96.2M+$47.4M
- TeradataTDC2,470,075 shares · 0.7% of their software · price +$39.7M$95.2M−$22.2M
- Fair IsaacFICO195,590 shares · 0.7% of their software · price −$4.9M$95.1M−$3.1M
- PagerDutyPD1,672,994 shares · 0.5% of their software · price −$2.5M$67.3M−$15.1M
- CoStarCSGP77,164 shares · 0.5% of their software · price −$7.9M$63.4M−$166M
- DatadogDDOG643,548 shares · 0.4% of their software · price −$9.7M$53.6M+$6.7M
- Health CatalystHCAT1,144,763 shares · 0.4% of their software · price +$3.7M$53.5M+$8.5M
- ZoomZM161,340 shares · 0.4% of their software · price −$2.6M$51.8M−$22.5M
- Amdocs LimitedDOX669,387 shares · 0.4% of their software · price −$522K$47.0M+$46.7M
- FastlyFSLY660,665 shares · 0.3% of their software · price −$13.3M$44.5M−$5.3M
- CrowdStrikeCRWD243,171 shares · 0.3% of their software · price −$7.1M$44.4MFlat
- ZscalerZS250,280 shares · 0.3% of their software · price −$7.0M$43.0M+$14.8M
- AutodeskADSK152,357 shares · 0.3% of their software · price −$4.3M$42.2M−$1.7M
- Commerce.com, Inc.CMRC632,243 shares · 0.3% of their software · price −$4.0M$36.5M+$20.7M
- IntuitINTU86,375 shares · 0.3% of their software$33.1M+$2.4M
- AkamaiAKAM312,890 shares · 0.2% of their software · price −$967K$31.9M+$23.3M
- i3 Verticals, Inc.IIIV1,022,188 shares · 0.2% of their software · price −$2.1M$31.8M+$3.4M
- FortinetFTNT162,438 shares · 0.2% of their software · price +$5.8M$30.0M+$8.8M
- Sprout SocialSPT503,343 shares · 0.2% of their software · price +$6.2M$29.1MNew · +$22.9M
- Repay Holdings CorporationRPAY1,200,547 shares · 0.2% of their software · price −$4.5M$28.2M+$1.6M
- Five9FIVN175,200 shares · 0.2% of their software · price −$3.2M$27.4M−$1.9M
- Endava plcDAVA288,924 shares · 0.2% of their software · price +$2.3M$24.5M−$10.1M
- Roper Technologies, Inc.ROP43,443 shares · 0.1% of their software · price −$1.2M$17.5M−$4.3M
- Kingsoft Cloud Holdings LimitedKC437,068 shares · 0.1% of their software · price −$1.8M$17.2M−$3.1M
- DescartesDSGX267,715 shares · 0.1% of their software · price +$651K$16.3M−$1.8M
- VaronisVRNS306,857 shares · 0.1% of their software · price −$34.5M$15.8M+$15.1M
- CommvaultCVLT217,280 shares · 0.1% of their software · price +$2.0M$14.0M+$10.2M
- PaylocityPCTY72,225 shares · 0.1% of their software · price −$1.9M$13.0MFlat
- DigitalOceanDOCN305,341 shares · 0.1% of their software$12.9MNew · +$12.9M
- Upbound Group, Inc.UPBD141,654 shares · 0.1% of their software · price +$2.7M$8.2M+$2.4M
- SynopsysSNPS16,957 shares · 0.0% of their software$4.2MFlat
- Gen DigitalGEN196,743 shares · 0.0% of their software$4.2M−$10.2M
- BoxBOX159,006 shares · 0.0% of their software · price +$781K$3.7M+$2.1M
- Check PointCHKP26,934 shares · 0.0% of their software · price −$564K$3.0MFlat
- Rackspace Technology, Inc.RXT67,390 shares · 0.0% of their software$1.6MNew · +$1.3M
- ePlus inc.PLUS14,856 shares · 0.0% of their software$1.5MFlat
- NetApp, Inc.NTAP18,758 shares · 0.0% of their software$1.4M−$32.1M
- SAPSAP9,830 shares · 0.0% of their software$1.2MFlat
- The Trade DeskTTD1,826 shares · 0.0% of their software$1.2MFlat
- InterDigital, Inc.IDCC18,563 shares · 0.0% of their software$1.2MFlat
- Paychex, Inc.PAYX10,970 shares · 0.0% of their software$1.1MFlat
- QualysQLYS8,399 shares · 0.0% of their software$880KFlat
- TenableTENB21,761 shares · 0.0% of their software$787K+$844K
- PTCPTC5,459 shares · 0.0% of their software$751K−$15.4M
- FactSetFDS2,382 shares · 0.0% of their software$735KFlat
- BroadridgeBR4,656 shares · 0.0% of their software$713KFlat
- DropboxDBX26,521 shares · 0.0% of their software$707KFlat
- PagSeguro Digital Ltd.PAGS14,898 shares · 0.0% of their software$690KNew · +$847K
- Q2QTWO6,780 shares · 0.0% of their software$679KNew · +$858K
- PhreesiaPHR11,963 shares · 0.0% of their software$623K−$10.6M
- WEX Inc.WEX2,956 shares · 0.0% of their software$618K−$11.7M
- Fiserv, Inc.FISV5,151 shares · 0.0% of their software$613KFlat
- Uber Technologies, Inc.UBER9,057 shares · 0.0% of their software$494K−$2.6M
- WorkivaWK5,490 shares · 0.0% of their software$485KFlat
- Alarm.com Holdings, Inc.ALRM5,492 shares · 0.0% of their software$474KFlat
- AppFolioAPPF2,421 shares · 0.0% of their software$342KFlat
- Euronet Worldwide, Inc.EEFT2,330 shares · 0.0% of their software$322KNew · Flat
- SPS CommerceSPSC3,156 shares · 0.0% of their software$313KFlat
- Tyler TechnologiesTYL729 shares · 0.0% of their software$309KNew · Flat
- ProgressPRGS6,851 shares · 0.0% of their software$302KFlat
- VeriSign, Inc.VRSN1,247 shares · 0.0% of their software$248K−$37.5M
- BlackLineBL2,222 shares · 0.0% of their software$241KFlat
- TrimbleTRMB2,919 shares · 0.0% of their software$227KNew · Flat
- Digital TurbineAPPS2,734 shares · 0.0% of their software$220KNew · Flat
- NICENICE964 shares · 0.0% of their software$210KFlat
- BlackbaudBLKB2,937 shares · 0.0% of their software$209KNew · Flat
- Calix, Inc.CALX5,805 shares · 0.0% of their software$201KNew · Flat
- BlackBerry LimitedBB13,646 shares · 0.0% of their software$114KNew · Flat