Generalist · Kansas City, MO
American Century Companies
Q4 2021 · compared with Q3 2021
Filed as American Century Companies INC
- Software
- $16.5B
- Weight of 13F
- 10.5%
- Names
- 93
- Net bought
- +$407M
Filed 7 February 2022 · SEC filing.
2,214 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
- MicrosoftMSFT21,247,093 shares · 43.2% of their software · price +$1.2B$7.1B+$115M
- ServiceNowNOW1,039,684 shares · 4.1% of their software · price +$27.9M$675MFlat
- AdobeADBE1,137,949 shares · 3.9% of their software · price −$9.9M$645MFlat
- SalesforceCRM2,059,433 shares · 3.2% of their software · price −$35.2M$523M−$83.0M
- DocuSignDOCU3,234,876 shares · 3.0% of their software · price −$340M$493MFlat
- ShopifySHOP341,442 shares · 2.8% of their software · price +$7.4M$470M+$74.1M
- OktaOKTA2,074,508 shares · 2.8% of their software · price −$27.3M$465M+$58.8M
- F5, Inc.FFIV1,638,714 shares · 2.4% of their software · price +$75.3M$401M−$73.5M
- Block, Inc.XYZ2,481,608 shares · 2.4% of their software · price −$194M$401M+$8.1M
- Roper Technologies, Inc.ROP727,624 shares · 2.2% of their software · price +$33.3M$358M+$312M
- Palo Alto NetworksPANW627,486 shares · 2.1% of their software · price +$48.8M$349M−$24.9M
- Automatic Data Processing, Inc.ADP1,233,587 shares · 1.8% of their software · price +$57.6M$304M−$4.7M
- CadenceCDNS1,631,981 shares · 1.8% of their software · price +$57.0M$304M+$3.1M
- ZscalerZS800,747 shares · 1.6% of their software · price +$47.3M$257M−$4.4M
- OpenTextOTEX5,353,094 shares · 1.5% of their software · price −$6.7M$254M+$28.9M
- Manhattan AssociatesMANH1,332,263 shares · 1.3% of their software · price +$3.3M$207M−$13.8M
- DatadogDDOG1,160,831 shares · 1.3% of their software · price +$42.7M$207M−$2.5M
- Lyft, Inc.LYFT4,818,637 shares · 1.2% of their software · price −$52.3M$206M+$49.6M
- VeevaVEEV671,161 shares · 1.0% of their software · price −$21.9M$171M+$4.7M
- OracleORCL1,945,198 shares · 1.0% of their software$170M−$126M
- EVERTEC, Inc.EVTC3,365,323 shares · 1.0% of their software · price +$14.3M$168M+$22.3M
- HubSpotHUBS230,343 shares · 0.9% of their software · price −$3.9M$152M−$38.6M
- Euronet Worldwide, Inc.EEFT1,213,285 shares · 0.9% of their software · price −$9.8M$145M+$52.4M
- VeriskVRSK631,974 shares · 0.9% of their software · price +$18.0M$145M−$9.3M
- PaycomPAYC345,999 shares · 0.9% of their software · price −$27.9M$144MFlat
- WorkdayWDAY472,827 shares · 0.8% of their software · price +$11.0M$129M−$8.8M
- PaylocityPCTY542,292 shares · 0.8% of their software · price −$24.0M$128M+$83.2M
- BILLBILL508,656 shares · 0.8% of their software · price −$9.1M$127M−$29.9M
- TeradataTDC2,923,419 shares · 0.8% of their software · price −$43.5M$124M+$39.1M
- Donnelley Financial Solutions, Inc.DFIN2,102,953 shares · 0.6% of their software · price +$26.3M$99.1M−$26.6M
- PalantirPLTR5,325,672 shares · 0.6% of their software · price −$31.0M$97.0M+$8.8M
- Amdocs LimitedDOX1,281,488 shares · 0.6% of their software · price −$1.1M$95.9M+$9.4M
- AutodeskADSK335,309 shares · 0.6% of their software · price −$1.3M$94.3M−$23.6M
- TwilioTWLO302,087 shares · 0.5% of their software · price −$16.8M$79.6MFlat
- CoStarCSGP903,636 shares · 0.4% of their software · price −$6.4M$71.4MFlat
- CloudflareNET541,946 shares · 0.4% of their software · price +$10.2M$71.3M+$5.0M
- TenableTENB1,131,956 shares · 0.4% of their software · price +$10.1M$62.3M+$27.0M
- PagerDutyPD1,622,689 shares · 0.3% of their software · price −$10.8M$56.4MFlat
- IntuitINTU84,272 shares · 0.3% of their software · price +$8.7M$54.2M+$13.6M
- AkamaiAKAM447,896 shares · 0.3% of their software · price +$5.6M$52.4M+$45.3M
- CrowdStrikeCRWD252,972 shares · 0.3% of their software · price −$10.4M$51.8M−$12.5M
- Endava plcDAVA297,546 shares · 0.3% of their software · price +$9.5M$50.0M−$5.7M
- Health CatalystHCAT1,031,361 shares · 0.2% of their software · price −$10.7M$40.9M+$2.5M
- SPS CommerceSPSC260,705 shares · 0.2% of their software · price −$4.9M$37.1M+$6.0M
- DescartesDSGX417,695 shares · 0.2% of their software · price +$593K$34.5M−$4.9M
- Sprout SocialSPT365,894 shares · 0.2% of their software · price −$11.4M$33.2M−$4.5M
- NetApp, Inc.NTAP297,936 shares · 0.2% of their software · price +$664K$27.4M+$8.2M
- DigitalOceanDOCN339,305 shares · 0.2% of their software · price +$916K$27.3M−$3.2M
- SynopsysSNPS72,869 shares · 0.2% of their software · price +$5.0M$26.9M−$6.1M
- FortinetFTNT64,571 shares · 0.1% of their software · price +$4.3M$23.2M−$21.2M
- GoDaddyGDDY167,889 shares · 0.1% of their software · price +$2.5M$14.2M+$11.4M
- Upbound Group, Inc.UPBD149,708 shares · 0.0% of their software · price −$1.2M$7.2M+$7.3M
- ZoomZM28,630 shares · 0.0% of their software · price −$2.2M$5.3M+$3.7M
- BoxBOX158,156 shares · 0.0% of their software$4.1M+$1.7M
- SAPSAP20,474 shares · 0.0% of their software$2.9MFlat
- InterDigital, Inc.IDCC38,288 shares · 0.0% of their software$2.7M−$2.4M
- Paychex, Inc.PAYX20,064 shares · 0.0% of their software$2.7MFlat
- Check PointCHKP22,800 shares · 0.0% of their software$2.7M−$4.8M
- The Trade DeskTTD24,527 shares · 0.0% of their software · price +$523K$2.2MFlat
- ePlus inc.PLUS34,726 shares · 0.0% of their software · price −$1.7M$1.9M+$694K
- WorkivaWK11,394 shares · 0.0% of their software$1.5MFlat
- FactSetFDS2,929 shares · 0.0% of their software$1.4MFlat
- Fair IsaacFICO3,119 shares · 0.0% of their software$1.4MFlat
- BroadridgeBR7,367 shares · 0.0% of their software$1.3MFlat
- Gen DigitalGEN50,918 shares · 0.0% of their software$1.3MFlat
- Digital TurbineAPPS19,375 shares · 0.0% of their software$1.2MFlat
- CommvaultCVLT16,958 shares · 0.0% of their software$1.2MFlat
- DropboxDBX43,448 shares · 0.0% of their software$1.1M+$566K
- ZoomInfoZI13,573 shares · 0.0% of their software$871KNew
- Fiserv, Inc.FISV8,357 shares · 0.0% of their software$867KFlat
- ProgressPRGS17,770 shares · 0.0% of their software$858KFlat
- Rapid7RPD7,240 shares · 0.0% of their software$852KFlat
- AppFolioAPPF6,664 shares · 0.0% of their software$807K+$511K
- Uber Technologies, Inc.UBER17,903 shares · 0.0% of their software$751KFlat
- DomoDOMO14,952 shares · 0.0% of their software$742KFlat
- QualysQLYS4,678 shares · 0.0% of their software$642K−$585K
- Tyler TechnologiesTYL1,174 shares · 0.0% of their software$632KFlat
- VeriSign, Inc.VRSN2,405 shares · 0.0% of their software$610KFlat
- Mitek Systems, Inc.MITK31,890 shares · 0.0% of their software$566KFlat
- TrimbleTRMB5,912 shares · 0.0% of their software$515KFlat
- NICENICE1,578 shares · 0.0% of their software$479KFlat
- Veritone, Inc.VERI21,323 shares · 0.0% of their software$479KNew · +$509K
- BlackbaudBLKB5,959 shares · 0.0% of their software$471KFlat
- ACI WorldwideACIW12,413 shares · 0.0% of their software$431KFlat
- MongoDBMDB815 shares · 0.0% of their software$431KFlat
- Commerce.com, Inc.CMRC11,138 shares · 0.0% of their software$393K−$20.1M
- PTCPTC2,817 shares · 0.0% of their software$341KFlat
- GuidewireGWRE2,855 shares · 0.0% of their software$324KFlat
- SS&CSSNC3,791 shares · 0.0% of their software$311KFlat
- Alarm.com Holdings, Inc.ALRM3,419 shares · 0.0% of their software$290KFlat
- SnowflakeSNOW820 shares · 0.0% of their software$277KNew · Flat
- MorningstarMORN641 shares · 0.0% of their software$219KNew · Flat
- BlackBerry LimitedBB15,646 shares · 0.0% of their software$146KFlat