Generalist · Kansas City, MO
American Century Companies
Q2 2021 · compared with Q1 2021
Filed as American Century Companies INC
- Software
- $15.1B
- Weight of 13F
- 10.3%
- Names
- 94
- Net bought
- +$687M
Filed 5 August 2021 · SEC filing.
2,203 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
- MicrosoftMSFT19,274,812 shares · 34.6% of their software · price +$677M$5.2B+$66.1M
- DocuSignDOCU3,349,227 shares · 6.2% of their software · price +$258M$936M+$28.9M
- AdobeADBE1,284,402 shares · 5.0% of their software · price +$142M$752M−$31.8M
- SalesforceCRM2,625,274 shares · 4.3% of their software · price +$85.1M$641M−$356M
- Block, Inc.XYZ2,446,034 shares · 4.0% of their software · price +$41.0M$596M−$78.7M
- ServiceNowNOW1,009,762 shares · 3.7% of their software · price +$49.9M$555M−$24.0M
- OracleORCL6,361,296 shares · 3.3% of their software · price +$48.8M$495M−$20.9M
- OktaOKTA1,797,227 shares · 2.9% of their software · price +$43.6M$440M+$218M
- ShopifySHOP286,744 shares · 2.8% of their software · price +$102M$419M−$5.1M
- F5, Inc.FFIV1,830,993 shares · 2.3% of their software · price −$40.2M$342M+$51.7M
- Automatic Data Processing, Inc.ADP1,277,949 shares · 1.7% of their software · price +$13.0M$254M−$15.1M
- HubSpotHUBS414,130 shares · 1.6% of their software · price +$53.2M$241M+$16.2M
- Palo Alto NetworksPANW636,191 shares · 1.6% of their software · price +$31.2M$236M+$33.4M
- Lyft, Inc.LYFT3,779,308 shares · 1.5% of their software · price −$10.2M$229M−$28.8M
- CadenceCDNS1,667,978 shares · 1.5% of their software$228M−$72.6M
- Manhattan AssociatesMANH1,495,602 shares · 1.4% of their software · price +$41.1M$217M−$5.7M
- VeevaVEEV677,717 shares · 1.4% of their software · price +$33.7M$211M−$43.4M
- OpenTextOTEX4,042,176 shares · 1.4% of their software · price +$12.5M$205M+$17.8M
- TwilioTWLO492,562 shares · 1.3% of their software · price +$26.3M$194M−$103M
- ZscalerZS804,387 shares · 1.2% of their software · price +$35.7M$174M+$95.1M
- BILLBILL911,002 shares · 1.1% of their software · price +$34.3M$167M+$4.2M
- RingCentralRNG505,883 shares · 1.0% of their software · price −$3.7M$147M−$22.9M
- TeradataTDC2,915,797 shares · 1.0% of their software · price +$33.3M$146M+$17.2M
- VeriskVRSK774,544 shares · 0.9% of their software · price −$1.5M$135M−$8.3M
- Amdocs LimitedDOX1,707,617 shares · 0.9% of their software · price +$12.3M$132M+$72.8M
- PaycomPAYC346,468 shares · 0.8% of their software · price −$2.3M$126MFlat
- EVERTEC, Inc.EVTC2,824,170 shares · 0.8% of their software · price +$18.2M$123M+$8.9M
- AutodeskADSK404,640 shares · 0.8% of their software · price +$6.0M$118M+$69.9M
- WorkdayWDAY492,419 shares · 0.8% of their software · price −$4.8M$118M−$10.8M
- Donnelley Financial Solutions, Inc.DFIN3,550,318 shares · 0.8% of their software · price +$18.4M$117M−$2.9M
- Fair IsaacFICO195,724 shares · 0.7% of their software · price +$3.3M$98.4MFlat
- CoStarCSGP922,369 shares · 0.5% of their software · price −$682M$76.4M+$695M
- AkamaiAKAM640,065 shares · 0.5% of their software · price +$9.4M$74.6M+$33.3M
- PagerDutyPD1,633,382 shares · 0.5% of their software · price +$3.8M$69.5M−$1.6M
- CrowdStrikeCRWD272,652 shares · 0.5% of their software · price +$18.8M$68.5M+$5.4M
- DatadogDDOG639,860 shares · 0.4% of their software · price +$13.3M$66.6MFlat
- Euronet Worldwide, Inc.EEFT452,552 shares · 0.4% of their software · price −$1.3M$61.3M+$62.3M
- Health CatalystHCAT1,065,709 shares · 0.4% of their software · price +$9.3M$59.2M−$3.7M
- Sprout SocialSPT612,040 shares · 0.4% of their software · price +$19.4M$54.7M+$6.3M
- CloudflareNET443,501 shares · 0.3% of their software · price +$15.8M$46.9MNew · +$31.2M
- Commerce.com, Inc.CMRC701,700 shares · 0.3% of their software · price +$5.0M$45.6M+$4.0M
- PaylocityPCTY227,735 shares · 0.3% of their software · price +$2.5M$43.5M+$28.0M
- FortinetFTNT172,319 shares · 0.3% of their software · price +$9.3M$41.0M+$1.8M
- FastlyFSLY645,520 shares · 0.3% of their software · price −$5.0M$38.5M−$1.0M
- Endava plcDAVA319,762 shares · 0.2% of their software · price +$9.2M$36.3M+$2.6M
- i3 Verticals, Inc.IIIV1,033,434 shares · 0.2% of their software · price −$940K$31.2MFlat
- DropboxDBX857,217 shares · 0.2% of their software · price +$3.1M$26.0M+$22.1M
- DescartesDSGX365,710 shares · 0.2% of their software · price +$3.0M$25.3M+$6.0M
- DigitalOceanDOCN408,860 shares · 0.2% of their software · price +$5.5M$22.7M+$4.4M
- Five9FIVN123,837 shares · 0.2% of their software · price +$3.4M$22.7M−$8.0M
- Roper Technologies, Inc.ROP43,671 shares · 0.1% of their software · price +$2.9M$20.5MFlat
- NetApp, Inc.NTAP246,765 shares · 0.1% of their software · price +$2.3M$20.2M+$16.6M
- Repay Holdings CorporationRPAY830,705 shares · 0.1% of their software$20.0M−$8.7M
- IntuitINTU36,832 shares · 0.1% of their software · price +$3.9M$18.1M−$19.0M
- SprinklrCXM768,661 shares · 0.1% of their software$15.8MNew · +$15.8M
- BoxBOX277,794 shares · 0.0% of their software · price +$719K$7.1M+$2.7M
- SynopsysSNPS21,417 shares · 0.0% of their software · price +$600K$5.9M+$1.1M
- InterDigital, Inc.IDCC62,476 shares · 0.0% of their software · price +$599K$4.6M+$2.8M
- ZoomZM11,376 shares · 0.0% of their software · price +$748K$4.4M−$48.2M
- Upbound Group, Inc.UPBD82,541 shares · 0.0% of their software$4.4M−$3.4M
- Check PointCHKP22,880 shares · 0.0% of their software$2.7MFlat
- SAPSAP16,304 shares · 0.0% of their software$2.3M+$795K
- Digital TurbineAPPS27,960 shares · 0.0% of their software$2.1M+$2.0M
- The Trade DeskTTD24,935 shares · 0.0% of their software · price −$14.3M$1.9M+$15.1M
- ePlus inc.PLUS21,909 shares · 0.0% of their software$1.9M+$703K
- PTCPTC13,075 shares · 0.0% of their software$1.8M+$1.0M
- CommvaultCVLT19,507 shares · 0.0% of their software$1.5M−$12.8M
- Paychex, Inc.PAYX13,624 shares · 0.0% of their software$1.5MFlat
- Rackspace Technology, Inc.RXT67,390 shares · 0.0% of their software$1.3MFlat
- QualysQLYS9,489 shares · 0.0% of their software$955KFlat
- BroadridgeBR5,551 shares · 0.0% of their software$897KFlat
- Gen DigitalGEN29,941 shares · 0.0% of their software$815K−$3.5M
- FactSetFDS2,204 shares · 0.0% of their software$740KFlat
- PhreesiaPHR11,963 shares · 0.0% of their software$733KFlat
- Fiserv, Inc.FISV6,373 shares · 0.0% of their software$681KFlat
- Mitek Systems, Inc.MITK31,890 shares · 0.0% of their software$614KNew · Flat
- WorkivaWK5,490 shares · 0.0% of their software$611KFlat
- Uber Technologies, Inc.UBER11,067 shares · 0.0% of their software$555KFlat
- Tyler TechnologiesTYL991 shares · 0.0% of their software$448KFlat
- VeriSign, Inc.VRSN1,765 shares · 0.0% of their software$402KFlat
- BlackbaudBLKB4,568 shares · 0.0% of their software$350KFlat
- TrimbleTRMB4,229 shares · 0.0% of their software$346KFlat
- AppFolioAPPF2,421 shares · 0.0% of their software$342KFlat
- ProgressPRGS6,851 shares · 0.0% of their software$317KFlat
- SPS CommerceSPSC3,156 shares · 0.0% of their software$315KFlat
- ACI WorldwideACIW8,276 shares · 0.0% of their software$307KNew · Flat
- GoDaddyGDDY3,526 shares · 0.0% of their software$307KNew · Flat
- Calix, Inc.CALX5,805 shares · 0.0% of their software$276KFlat
- Alarm.com Holdings, Inc.ALRM3,137 shares · 0.0% of their software$266KFlat
- NICENICE955 shares · 0.0% of their software$236KFlat
- Kingsoft Cloud Holdings LimitedKC6,742 shares · 0.0% of their software$229K−$16.9M
- WixWIX727 shares · 0.0% of their software$211KNew · Flat
- GuidewireGWRE1,778 shares · 0.0% of their software$200KNew · Flat
- BlackBerry LimitedBB13,646 shares · 0.0% of their software$167KFlat