Generalist · Kansas City, MO
American Century Companies
Q3 2021 · compared with Q2 2021
Filed as American Century Companies INC
- Software
- $15.3B
- Weight of 13F
- 10.5%
- Names
- 97
- Net bought
- −$359M
Filed 10 November 2021 · SEC filing.
2,212 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
- MicrosoftMSFT20,839,899 shares · 38.3% of their software · price +$230M$5.9B+$424M
- DocuSignDOCU3,204,956 shares · 5.4% of their software · price −$71.0M$825M−$40.3M
- AdobeADBE1,134,020 shares · 4.3% of their software · price −$11.2M$653M−$88.1M
- SalesforceCRM2,365,318 shares · 4.2% of their software · price +$63.7M$642M−$63.5M
- ServiceNowNOW1,029,559 shares · 4.2% of their software · price +$74.9M$641M+$10.9M
- Block, Inc.XYZ2,447,820 shares · 3.8% of their software · price −$9.7M$587MFlat
- OktaOKTA1,826,836 shares · 2.8% of their software · price −$13.4M$434M+$7.2M
- F5, Inc.FFIV2,008,607 shares · 2.6% of their software · price +$24.3M$399M+$33.2M
- ShopifySHOP286,785 shares · 2.5% of their software · price −$30.2M$389MFlat
- Palo Alto NetworksPANW679,431 shares · 2.1% of their software · price +$73.3M$325M+$16.0M
- OracleORCL3,394,182 shares · 1.9% of their software · price +$31.5M$296M−$231M
- Automatic Data Processing, Inc.ADP1,256,933 shares · 1.6% of their software · price +$1.6M$251M−$4.2M
- CadenceCDNS1,611,186 shares · 1.6% of their software · price +$23.6M$244M−$7.8M
- OpenTextOTEX4,760,333 shares · 1.5% of their software · price −$9.8M$232M+$36.5M
- Manhattan AssociatesMANH1,422,207 shares · 1.4% of their software · price +$11.6M$218M−$10.6M
- ZscalerZS817,716 shares · 1.4% of their software · price +$37.7M$214M+$2.9M
- Lyft, Inc.LYFT3,892,999 shares · 1.4% of their software · price −$26.8M$209M+$6.9M
- HubSpotHUBS287,498 shares · 1.3% of their software · price +$26.8M$194M−$73.8M
- VeevaVEEV654,817 shares · 1.2% of their software · price −$14.9M$189M−$7.1M
- PaycomPAYC347,558 shares · 1.1% of their software · price +$46.0M$172MFlat
- DatadogDDOG1,178,712 shares · 1.1% of their software · price +$43.9M$167M+$56.1M
- BILLBILL620,609 shares · 1.1% of their software · price +$52.0M$166M−$53.2M
- VeriskVRSK678,548 shares · 0.9% of their software · price +$17.3M$136M−$16.8M
- EVERTEC, Inc.EVTC2,877,187 shares · 0.9% of their software · price +$6.0M$132M+$2.3M
- TeradataTDC2,240,994 shares · 0.8% of their software · price +$16.5M$129M−$33.7M
- WorkdayWDAY507,853 shares · 0.8% of their software · price +$5.7M$127M+$3.7M
- PalantirPLTR4,959,743 shares · 0.8% of their software · price −$11.5M$119MNew · +$131M
- AutodeskADSK417,929 shares · 0.8% of their software · price −$2.8M$119M+$3.9M
- Euronet Worldwide, Inc.EEFT801,220 shares · 0.7% of their software · price −$6.5M$102M+$47.2M
- Donnelley Financial Solutions, Inc.DFIN2,871,697 shares · 0.6% of their software · price +$4.7M$99.4M−$22.4M
- TwilioTWLO300,854 shares · 0.6% of their software · price −$22.6M$96.0M−$75.6M
- Amdocs LimitedDOX1,156,839 shares · 0.6% of their software · price −$1.9M$87.6M−$42.6M
- CoStarCSGP904,205 shares · 0.5% of their software · price +$2.9M$77.8M−$1.5M
- CrowdStrikeCRWD303,835 shares · 0.5% of their software · price −$1.7M$74.7M+$7.8M
- PaylocityPCTY245,446 shares · 0.4% of their software · price +$22.0M$68.8M+$3.4M
- PagerDutyPD1,622,150 shares · 0.4% of their software · price −$1.9M$67.2MFlat
- CloudflareNET497,673 shares · 0.4% of their software · price +$3.4M$56.1M+$5.7M
- Sprout SocialSPT402,887 shares · 0.3% of their software · price +$13.1M$49.1M−$18.7M
- Health CatalystHCAT981,362 shares · 0.3% of their software · price −$5.4M$49.1M−$4.7M
- Endava plcDAVA339,672 shares · 0.3% of their software · price +$7.6M$46.1M+$2.3M
- FortinetFTNT137,291 shares · 0.3% of their software · price +$7.4M$40.1M−$8.3M
- DescartesDSGX478,587 shares · 0.3% of their software · price +$5.8M$39.0M+$7.8M
- SPS CommerceSPSC223,752 shares · 0.2% of their software · price +$13.8M$36.1M+$22.0M
- IntuitINTU59,055 shares · 0.2% of their software · price +$2.9M$31.9M+$10.9M
- DigitalOceanDOCN380,708 shares · 0.2% of their software · price +$8.4M$29.6M−$1.6M
- SynopsysSNPS93,343 shares · 0.2% of their software · price +$2.2M$27.9M+$19.8M
- TenableTENB546,532 shares · 0.2% of their software · price +$2.6M$25.2MNew · +$22.6M
- Commerce.com, Inc.CMRC407,481 shares · 0.1% of their software · price −$5.8M$20.6M−$19.1M
- NetApp, Inc.NTAP206,672 shares · 0.1% of their software · price +$1.6M$18.6M−$3.3M
- SprinklrCXM865,206 shares · 0.1% of their software · price −$2.7M$15.1M+$2.0M
- Roper Technologies, Inc.ROP28,567 shares · 0.1% of their software · price −$688K$12.7M−$7.1M
- LightspeedLSPD98,135 shares · 0.1% of their software · price +$1.3M$9.5MNew · +$8.2M
- Remitly Global, Inc.RELY255,650 shares · 0.1% of their software$9.4MNew · +$9.4M
- i3 Verticals, Inc.IIIV386,139 shares · 0.1% of their software · price −$2.3M$9.3M−$19.6M
- Kaltura, Inc.KLTR808,473 shares · 0.1% of their software$8.3MNew · +$8.3M
- Check PointCHKP65,656 shares · 0.0% of their software$7.4M+$5.0M
- Repay Holdings CorporationRPAY248,484 shares · 0.0% of their software$5.7M−$14.0M
- InterDigital, Inc.IDCC74,309 shares · 0.0% of their software$5.0M+$864K
- ZoomZM14,667 shares · 0.0% of their software · price −$1.8M$3.8M+$1.3M
- ePlus inc.PLUS27,964 shares · 0.0% of their software$2.9M+$525K
- SAPSAP19,287 shares · 0.0% of their software$2.6MFlat
- BoxBOX84,441 shares · 0.0% of their software$2.0M−$4.9M
- The Trade DeskTTD27,968 shares · 0.0% of their software$2.0MFlat
- Paychex, Inc.PAYX15,730 shares · 0.0% of their software$1.8MFlat
- WorkivaWK11,394 shares · 0.0% of their software$1.6M+$657K
- AkamaiAKAM14,764 shares · 0.0% of their software$1.5M−$72.9M
- CommvaultCVLT20,113 shares · 0.0% of their software$1.5MFlat
- Gen DigitalGEN52,452 shares · 0.0% of their software$1.3M+$613K
- Digital TurbineAPPS19,083 shares · 0.0% of their software$1.3M−$675K
- DomoDOMO14,952 shares · 0.0% of their software$1.3MNew
- Upbound Group, Inc.UPBD20,276 shares · 0.0% of their software$1.1M−$3.3M
- QualysQLYS9,939 shares · 0.0% of their software$1.1MFlat
- BroadridgeBR6,290 shares · 0.0% of their software$1.0MFlat
- Fair IsaacFICO2,576 shares · 0.0% of their software$1.0M−$97.1M
- ProgressPRGS17,770 shares · 0.0% of their software$874K+$505K
- FactSetFDS2,137 shares · 0.0% of their software$843KFlat
- Rapid7RPD7,079 shares · 0.0% of their software$800KNew · +$670K
- Fiserv, Inc.FISV7,278 shares · 0.0% of their software$790KFlat
- DropboxDBX24,084 shares · 0.0% of their software$704K−$25.3M
- Calix, Inc.CALX13,695 shares · 0.0% of their software$677KFlat
- PTCPTC5,283 shares · 0.0% of their software$633K−$1.1M
- Mitek Systems, Inc.MITK31,890 shares · 0.0% of their software$590KFlat
- Uber Technologies, Inc.UBER12,078 shares · 0.0% of their software$541KFlat
- Tyler TechnologiesTYL1,132 shares · 0.0% of their software$519KFlat
- Agilysys, Inc.AGYS8,928 shares · 0.0% of their software$467KNew · +$508K
- VeriSign, Inc.VRSN2,209 shares · 0.0% of their software$453KFlat
- TrimbleTRMB4,915 shares · 0.0% of their software$404KFlat
- NICENICE1,375 shares · 0.0% of their software$391KFlat
- BlackbaudBLKB5,223 shares · 0.0% of their software$367KFlat
- MongoDBMDB664 shares · 0.0% of their software$313KNew · Flat
- GoDaddyGDDY4,445 shares · 0.0% of their software$310KFlat
- ACI WorldwideACIW9,990 shares · 0.0% of their software$307KFlat
- AppFolioAPPF2,421 shares · 0.0% of their software$291KFlat
- Alarm.com Holdings, Inc.ALRM3,419 shares · 0.0% of their software$267KFlat
- SS&CSSNC3,183 shares · 0.0% of their software$221KNew · Flat
- GuidewireGWRE1,843 shares · 0.0% of their software$219KFlat
- BlackBerry LimitedBB13,646 shares · 0.0% of their software$133KFlat