Generalist · Kansas City, MO
American Century Companies
Q2 2022 · compared with Q1 2022
Filed as American Century Companies INC
- Software
- $12.1B
- Weight of 13F
- 9.9%
- Names
- 101
- Net bought
- +$1.6B
Filed 12 August 2022 · SEC filing.
2,194 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
- MicrosoftMSFT21,377,085 shares · 45.5% of their software · price −$1.1B$5.5B−$119M
- ServiceNowNOW1,114,598 shares · 4.4% of their software · price −$90.7M$530M+$52.9M
- Roper Technologies, Inc.ROP913,826 shares · 3.0% of their software · price −$70.9M$361MFlat
- WorkdayWDAY2,476,788 shares · 2.9% of their software · price −$247M$346M+$122M
- F5, Inc.FFIV2,030,530 shares · 2.6% of their software · price −$114M$311M+$32.3M
- CoStarCSGP5,022,652 shares · 2.5% of their software · price −$31.1M$303M+$147M
- Palo Alto NetworksPANW609,128 shares · 2.5% of their software · price −$78.3M$301M−$53.7M
- Automatic Data Processing, Inc.ADP1,424,311 shares · 2.5% of their software · price −$24.9M$299MFlat
- CadenceCDNS1,993,176 shares · 2.5% of their software · price −$28.8M$299M+$131M
- SalesforceCRM1,485,998 shares · 2.0% of their software · price −$70.3M$245M−$44.0M
- OpenTextOTEX5,945,721 shares · 1.9% of their software · price −$27.1M$225M−$7.1M
- VeriSign, Inc.VRSN1,299,143 shares · 1.8% of their software · price −$71.6M$217M+$288M
- Manhattan AssociatesMANH1,493,001 shares · 1.4% of their software · price −$36.0M$171M+$9.2M
- Amdocs LimitedDOX1,978,308 shares · 1.4% of their software · price +$2.2M$165M+$18.7M
- TeradataTDC4,104,396 shares · 1.3% of their software · price −$50.4M$152M+$48.3M
- OktaOKTA1,644,870 shares · 1.2% of their software · price −$99.6M$149MFlat
- DocuSignDOCU2,476,211 shares · 1.2% of their software · price −$123M$142M−$7.4M
- EVERTEC, Inc.EVTC3,780,907 shares · 1.2% of their software · price −$15.3M$139M+$8.1M
- DatadogDDOG1,454,002 shares · 1.1% of their software · price −$81.8M$138M+$16.9M
- PaycomPAYC480,176 shares · 1.1% of their software · price −$31.8M$135M+$46.5M
- ZscalerZS893,957 shares · 1.1% of their software · price −$82.0M$134M+$26.9M
- VeevaVEEV657,032 shares · 1.1% of their software · price −$9.5M$130M−$1.6M
- Block, Inc.XYZ2,102,797 shares · 1.1% of their software · price −$156M$129M−$104M
- VeriskVRSK615,006 shares · 0.9% of their software · price −$25.5M$106M+$4.5M
- AdobeADBE265,451 shares · 0.8% of their software · price −$23.8M$97.2M−$465M
- PaylocityPCTY538,411 shares · 0.8% of their software · price −$16.9M$93.9M+$12.1M
- CrowdStrikeCRWD481,362 shares · 0.7% of their software · price −$28.2M$81.1M−$12.1M
- The Trade DeskTTD1,760,034 shares · 0.6% of their software · price −$48.2M$73.7M+$1.4M
- OracleORCL1,050,533 shares · 0.6% of their software · price −$13.5M$73.4M−$81.0M
- ProcorePCOR1,608,157 shares · 0.6% of their software · price −$20.2M$73.0MFlat
- ShopifySHOP2,185,190 shares · 0.6% of their software · price −$1.4B$68.3M+$1.2B
- Uber Technologies, Inc.UBER3,050,740 shares · 0.5% of their software · price −$46.4M$62.4M+$108M
- Donnelley Financial Solutions, Inc.DFIN2,086,418 shares · 0.5% of their software · price −$8.3M$61.1M−$1.7M
- TenableTENB1,226,506 shares · 0.5% of their software · price −$15.2M$55.7MFlat
- Lyft, Inc.LYFT3,923,264 shares · 0.4% of their software · price −$98.6M$52.1M−$82.4M
- BILLBILL422,745 shares · 0.4% of their software · price −$49.4M$46.5M−$14.3M
- PagerDutyPD1,618,698 shares · 0.3% of their software · price −$15.2M$40.1MFlat
- CloudflareNET906,761 shares · 0.3% of their software · price −$68.9M$39.7M+$12.3M
- BoxBOX1,564,616 shares · 0.3% of their software · price −$6.1M$39.3M+$12.5M
- FortinetFTNT651,248 shares · 0.3% of their software · price −$186M$36.8M+$204M
- SPS CommerceSPSC314,648 shares · 0.3% of their software · price −$5.7M$35.6M+$2.8M
- TwilioTWLO399,395 shares · 0.3% of their software · price −$32.4M$33.5M+$25.8M
- UiPathPATH1,776,636 shares · 0.3% of their software · price −$6.0M$32.3M+$17.0M
- Sprout SocialSPT522,214 shares · 0.3% of their software · price −$11.5M$30.3M+$7.5M
- HubSpotHUBS98,421 shares · 0.2% of their software · price −$17.2M$29.6M−$15.4M
- Euronet Worldwide, Inc.EEFT233,733 shares · 0.2% of their software · price −$6.9M$23.5M−$46.0M
- SchrödingerSDGR797,211 shares · 0.2% of their software · price −$6.1M$21.1M+$17.6M
- Fair IsaacFICO48,465 shares · 0.2% of their software · price −$3.2M$19.4M+$21.4M
- Health CatalystHCAT1,314,162 shares · 0.2% of their software · price −$15.3M$19.0M+$4.2M
- nCinoNCNO587,733 shares · 0.2% of their software · price −$5.9M$18.2M+$13.0M
- AkamaiAKAM179,290 shares · 0.1% of their software · price −$5.0M$16.4M−$18.7M
- Endava plcDAVA185,374 shares · 0.1% of their software · price −$8.3M$16.4MFlat
- NetApp, Inc.NTAP234,131 shares · 0.1% of their software · price −$4.2M$15.3M−$2.4M
- IntuitINTU39,234 shares · 0.1% of their software · price −$3.7M$15.1M+$2.4M
- DropboxDBX700,543 shares · 0.1% of their software · price −$1.6M$14.7M+$14.7M
- GoDaddyGDDY194,755 shares · 0.1% of their software · price −$2.8M$13.5M+$15.7M
- DescartesDSGX192,281 shares · 0.1% of their software · price −$2.2M$11.9MFlat
- JFrogFROG479,434 shares · 0.1% of their software · price −$2.8M$10.1M+$6.7M
- SynopsysSNPS30,928 shares · 0.1% of their software · price −$915K$9.4M+$2.1M
- InterDigital, Inc.IDCC117,380 shares · 0.1% of their software$7.1M+$5.8M
- AutodeskADSK35,695 shares · 0.1% of their software · price −$1.5M$6.1M−$2.4M
- Five9FIVN52,319 shares · 0.0% of their software · price −$1.0M$4.8MNew · +$5.8M
- Paychex, Inc.PAYX31,733 shares · 0.0% of their software · price −$717K$3.6M+$1.2M
- Upbound Group, Inc.UPBD184,860 shares · 0.0% of their software · price −$1.1M$3.6M+$4.1M
- QualysQLYS28,416 shares · 0.0% of their software$3.6MFlat
- FactSetFDS9,258 shares · 0.0% of their software$3.6M+$2.6M
- ZoomZM30,470 shares · 0.0% of their software$3.3M+$683K
- International Money Express, Inc.IMXI133,457 shares · 0.0% of their software$2.7MNew · +$2.8M
- SAPSAP24,935 shares · 0.0% of their software · price −$505K$2.3MFlat
- PTCPTC19,384 shares · 0.0% of their software$2.1M+$1.2M
- CommvaultCVLT23,191 shares · 0.0% of their software$1.5MFlat
- BroadridgeBR9,278 shares · 0.0% of their software$1.3MFlat
- Gen DigitalGEN52,263 shares · 0.0% of their software$1.1MFlat
- Fiserv, Inc.FISV11,326 shares · 0.0% of their software$1.0MFlat
- ZoomInfoZI30,083 shares · 0.0% of their software$1.0MNew
- Alarm.com Holdings, Inc.ALRM14,913 shares · 0.0% of their software$923KFlat
- Check PointCHKP7,475 shares · 0.0% of their software$910KFlat
- PalantirPLTR63,110 shares · 0.0% of their software$572KFlat
- Tyler TechnologiesTYL1,641 shares · 0.0% of their software$546KFlat
- ePlus inc.PLUS10,180 shares · 0.0% of their software$541KFlat
- PubMaticPUBM33,253 shares · 0.0% of their software$528KNew · +$869K
- TrimbleTRMB8,479 shares · 0.0% of their software$494KFlat
- Rapid7RPD6,859 shares · 0.0% of their software$459KFlat
- NICENICE2,316 shares · 0.0% of their software$446KFlat
- ACI WorldwideACIW16,269 shares · 0.0% of their software$421KFlat
- BlackbaudBLKB6,949 shares · 0.0% of their software$404KFlat
- DomoDOMO13,893 shares · 0.0% of their software$386K—
- WorkivaWK5,800 shares · 0.0% of their software$383KFlat
- ProgressPRGS8,144 shares · 0.0% of their software$369KFlat
- PegasystemsPEGA6,128 shares · 0.0% of their software$293KNew · Flat
- LiveRamp Holdings, Inc.RAMP11,179 shares · 0.0% of their software$289KNew · Flat
- SS&CSSNC4,750 shares · 0.0% of their software$276KFlat
- SnowflakeSNOW1,781 shares · 0.0% of their software$248KNew · Flat
- WEX Inc.WEX1,459 shares · 0.0% of their software$227KNew · Flat
- GuidewireGWRE3,167 shares · 0.0% of their software$225KFlat
- MongoDBMDB835 shares · 0.0% of their software$217KFlat
- AppFolioAPPF2,294 shares · 0.0% of their software$208KFlat
- A10 Networks, Inc.ATEN14,091 shares · 0.0% of their software$203KFlat
- Immersion CorporationIMMR18,683 shares · 0.0% of their software$100KNew · Flat
- Sabre CorporationSABR15,467 shares · 0.0% of their software$90KNew · Flat
- Grab Holdings LimitedGRAB32,011 shares · 0.0% of their software$81KNew · Flat