Generalist · Kansas City, MO
American Century Companies
Q1 2022 · compared with Q4 2021
Filed as American Century Companies INC
- Software
- $15.3B
- Weight of 13F
- 10.5%
- Names
- 93
- Net bought
- +$973M
Filed 11 May 2022 · SEC filing.
2,180 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
- MicrosoftMSFT21,762,954 shares · 43.8% of their software · price −$610M$6.7B+$173M
- AdobeADBE1,286,668 shares · 3.8% of their software · price −$143M$586M+$84.3M
- ServiceNowNOW1,019,692 shares · 3.7% of their software · price −$94.0M$568M−$13.0M
- WorkdayWDAY1,965,766 shares · 3.1% of their software · price −$66.3M$471M+$408M
- Palo Alto NetworksPANW695,374 shares · 2.8% of their software · price +$45.7M$433M+$37.8M
- Roper Technologies, Inc.ROP914,663 shares · 2.8% of their software · price −$18.0M$432M+$92.0M
- F5, Inc.FFIV1,875,830 shares · 2.6% of their software · price −$67.1M$392M+$58.0M
- Block, Inc.XYZ2,868,438 shares · 2.5% of their software · price −$74.3M$389M+$62.5M
- SalesforceCRM1,693,139 shares · 2.3% of their software · price −$70.8M$359M−$93.1M
- Automatic Data Processing, Inc.ADP1,424,137 shares · 2.1% of their software · price −$27.1M$324M+$47.0M
- DocuSignDOCU2,545,636 shares · 1.8% of their software · price −$115M$273M−$105M
- OpenTextOTEX6,113,599 shares · 1.7% of their software · price −$31.1M$259M+$36.1M
- ShopifySHOP371,975 shares · 1.6% of their software · price −$261M$251M+$42.1M
- OktaOKTA1,647,305 shares · 1.6% of their software · price −$121M$249M−$95.8M
- Lyft, Inc.LYFT6,068,020 shares · 1.5% of their software · price −$26.3M$233M+$53.4M
- DatadogDDOG1,342,370 shares · 1.3% of their software · price −$35.8M$203M+$32.3M
- Manhattan AssociatesMANH1,426,576 shares · 1.3% of their software · price −$23.9M$198M+$14.7M
- CadenceCDNS1,198,262 shares · 1.3% of their software · price −$26.2M$197M−$80.8M
- ZscalerZS782,626 shares · 1.2% of their software · price −$62.6M$189M−$5.8M
- CoStarCSGP2,819,388 shares · 1.2% of their software · price −$35.0M$188M+$151M
- OracleORCL2,029,730 shares · 1.1% of their software · price −$9.1M$168M+$7.4M
- TeradataTDC3,125,060 shares · 1.0% of their software · price +$21.3M$154M+$8.6M
- EVERTEC, Inc.EVTC3,582,147 shares · 1.0% of their software · price −$32.4M$147M+$10.8M
- Amdocs LimitedDOX1,750,928 shares · 0.9% of their software · price +$12.9M$144M+$35.1M
- VeevaVEEV664,403 shares · 0.9% of their software · price −$28.6M$141M−$1.7M
- VeriskVRSK594,204 shares · 0.8% of their software · price −$8.4M$128M−$8.6M
- CrowdStrikeCRWD534,751 shares · 0.8% of their software · price +$11.9M$121M+$57.7M
- The Trade DeskTTD1,739,222 shares · 0.8% of their software · price −$38.9M$120M+$157M
- PaycomPAYC346,039 shares · 0.8% of their software · price −$23.8M$120MFlat
- BILLBILL485,701 shares · 0.7% of their software · price −$10.9M$110M−$5.7M
- PaylocityPCTY479,394 shares · 0.6% of their software · price −$14.6M$98.6M−$14.9M
- CloudflareNET804,293 shares · 0.6% of their software · price −$9.5M$96.3M+$34.5M
- ProcorePCOR1,607,847 shares · 0.6% of their software · price −$35.4M$93.2MNew · +$129M
- Euronet Worldwide, Inc.EEFT587,243 shares · 0.5% of their software · price +$6.4M$76.4M−$74.6M
- Donnelley Financial Solutions, Inc.DFIN2,137,509 shares · 0.5% of their software · price −$29.7M$71.1M+$1.6M
- TenableTENB1,215,925 shares · 0.5% of their software · price +$3.3M$70.3M+$4.6M
- HubSpotHUBS130,779 shares · 0.4% of their software · price −$24.1M$62.1M−$65.6M
- PagerDutyPD1,618,550 shares · 0.4% of their software · price −$906K$55.3MFlat
- AkamaiAKAM336,081 shares · 0.3% of their software · price +$790K$40.1M−$13.1M
- TwilioTWLO242,939 shares · 0.3% of their software · price −$23.9M$40.0M−$15.6M
- SPS CommerceSPSC293,177 shares · 0.3% of their software · price −$3.3M$38.5M+$4.6M
- Sprout SocialSPT428,816 shares · 0.2% of their software · price −$4.5M$34.4M+$5.7M
- BoxBOX1,133,769 shares · 0.2% of their software · price +$3.3M$32.9M+$25.6M
- Health CatalystHCAT1,151,650 shares · 0.2% of their software · price −$15.5M$30.1M+$4.8M
- Endava plcDAVA187,437 shares · 0.2% of their software · price −$6.5M$24.9M−$18.5M
- DigitalOceanDOCN387,244 shares · 0.1% of their software · price −$8.7M$22.4M+$3.9M
- NetApp, Inc.NTAP262,737 shares · 0.1% of their software · price −$2.4M$21.8M−$3.2M
- UiPathPATH988,635 shares · 0.1% of their software · price −$21.3M$21.3MNew · +$42.6M
- FortinetFTNT53,712 shares · 0.1% of their software · price −$949K$18.4M−$3.9M
- IntuitINTU34,315 shares · 0.1% of their software · price −$5.6M$16.5M−$32.1M
- DescartesDSGX191,576 shares · 0.1% of their software · price −$1.8M$14.0M−$18.7M
- nCinoNCNO269,919 shares · 0.1% of their software · price −$3.7M$11.1MNew · +$14.8M
- AutodeskADSK47,025 shares · 0.1% of their software · price −$3.1M$10.1M−$81.1M
- SchrödingerSDGR282,290 shares · 0.1% of their software$9.6MNew · +$9.8M
- SynopsysSNPS24,771 shares · 0.1% of their software · price −$873K$8.3M−$17.7M
- JFrogFROG230,495 shares · 0.0% of their software · price −$634K$6.2MNew · +$6.8M
- QualysQLYS25,067 shares · 0.0% of their software$3.6M+$2.8M
- Paychex, Inc.PAYX22,752 shares · 0.0% of their software$3.1MFlat
- ZoomZM24,641 shares · 0.0% of their software · price −$1.6M$2.9M−$734K
- SAPSAP21,703 shares · 0.0% of their software · price −$633K$2.4MFlat
- InterDigital, Inc.IDCC26,265 shares · 0.0% of their software$1.7M−$861K
- DropboxDBX67,959 shares · 0.0% of their software$1.6M+$602K
- CommvaultCVLT23,076 shares · 0.0% of their software$1.5MFlat
- FactSetFDS3,246 shares · 0.0% of their software$1.4MFlat
- Gen DigitalGEN50,574 shares · 0.0% of their software$1.3MFlat
- BroadridgeBR8,155 shares · 0.0% of their software$1.3MFlat
- Fair IsaacFICO2,686 shares · 0.0% of their software$1.3MFlat
- Digital TurbineAPPS27,009 shares · 0.0% of their software$1.2MFlat
- Fiserv, Inc.FISV9,227 shares · 0.0% of their software$936KFlat
- PTCPTC8,606 shares · 0.0% of their software$927K+$701K
- WorkivaWK7,752 shares · 0.0% of their software$898KFlat
- Uber Technologies, Inc.UBER23,045 shares · 0.0% of their software$822KFlat
- Rapid7RPD7,243 shares · 0.0% of their software$805KFlat
- Check PointCHKP5,616 shares · 0.0% of their software$776K−$2.0M
- ePlus inc.PLUS13,768 shares · 0.0% of their software$772K−$1.1M
- Alarm.com Holdings, Inc.ALRM11,247 shares · 0.0% of their software$757K+$664K
- DomoDOMO14,952 shares · 0.0% of their software$756KFlat
- VeriSign, Inc.VRSN2,956 shares · 0.0% of their software$657KFlat
- PalantirPLTR47,423 shares · 0.0% of their software$651K−$96.1M
- ProgressPRGS13,625 shares · 0.0% of their software$642KFlat
- GoDaddyGDDY7,197 shares · 0.0% of their software$602K−$13.6M
- Tyler TechnologiesTYL1,328 shares · 0.0% of their software$591KFlat
- Upbound Group, Inc.UPBD21,556 shares · 0.0% of their software$543K−$6.2M
- NICENICE2,299 shares · 0.0% of their software$503KFlat
- TrimbleTRMB6,672 shares · 0.0% of their software$481KFlat
- AppFolioAPPF4,165 shares · 0.0% of their software$472KFlat
- ACI WorldwideACIW14,850 shares · 0.0% of their software$468KFlat
- BlackbaudBLKB6,669 shares · 0.0% of their software$399KFlat
- MongoDBMDB829 shares · 0.0% of their software$368KFlat
- SS&CSSNC4,476 shares · 0.0% of their software$335KFlat
- Mitek Systems, Inc.MITK20,006 shares · 0.0% of their software$293KFlat
- GuidewireGWRE2,859 shares · 0.0% of their software$271KFlat
- A10 Networks, Inc.ATEN10,076 shares · 0.0% of their software$141KNew · Flat