Generalist · Kansas City, MO
American Century Companies
Q3 2022 · compared with Q2 2022
Filed as American Century Companies INC
- Software
- $10.7B
- Weight of 13F
- 9.5%
- Names
- 106
- Net bought
- −$323M
Filed 14 November 2022 · SEC filing.
2,322 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
- MicrosoftMSFT20,598,030 shares · 44.6% of their software · price −$493M$4.8B−$200M
- CadenceCDNS2,111,032 shares · 3.2% of their software · price +$28.3M$345M+$17.7M
- ServiceNowNOW880,586 shares · 3.1% of their software · price −$86.2M$333M−$111M
- WorkdayWDAY2,155,108 shares · 3.1% of their software · price +$27.2M$328M−$44.9M
- CoStarCSGP4,234,006 shares · 2.7% of their software · price +$39.1M$295M−$47.6M
- Automatic Data Processing, Inc.ADP1,227,090 shares · 2.6% of their software · price +$19.8M$278M−$41.4M
- SalesforceCRM1,876,811 shares · 2.5% of their software · price −$39.8M$270M+$64.5M
- Roper Technologies, Inc.ROP743,433 shares · 2.5% of their software · price −$26.0M$267M−$67.2M
- VeriSign, Inc.VRSN1,502,952 shares · 2.4% of their software · price +$9.6M$261M+$34.1M
- F5, Inc.FFIV1,649,354 shares · 2.2% of their software · price −$13.7M$239M−$58.3M
- Manhattan AssociatesMANH1,440,810 shares · 1.8% of their software · price +$26.6M$192M−$6.0M
- Palo Alto NetworksPANW1,047,513 shares · 1.6% of their software · price −$346M$172M+$217M
- PaycomPAYC503,418 shares · 1.5% of their software · price +$25.1M$166M+$6.5M
- DocuSignDOCU2,554,233 shares · 1.3% of their software · price −$10.0M$137M+$4.5M
- DatadogDDOG1,532,517 shares · 1.3% of their software · price −$9.9M$136M+$7.5M
- PaylocityPCTY552,505 shares · 1.2% of their software · price +$37.1M$133M+$2.5M
- TeradataTDC4,208,407 shares · 1.2% of their software · price −$25.0M$131M+$3.8M
- EVERTEC, Inc.EVTC4,072,446 shares · 1.2% of their software · price −$22.5M$128M+$10.8M
- ZscalerZS739,007 shares · 1.1% of their software · price +$11.0M$121M−$23.2M
- VeriskVRSK666,434 shares · 1.1% of their software · price −$1.7M$114M+$8.9M
- VeevaVEEV686,326 shares · 1.1% of their software · price −$22.8M$113M+$5.8M
- Block, Inc.XYZ1,978,981 shares · 1.0% of their software · price −$12.8M$109M−$7.6M
- Amdocs LimitedDOX1,288,383 shares · 1.0% of their software · price −$5.0M$102M−$57.5M
- The Trade DeskTTD1,647,084 shares · 0.9% of their software · price +$29.4M$98.4M−$4.7M
- OktaOKTA1,596,655 shares · 0.8% of their software · price −$53.5M$90.8M−$4.4M
- CrowdStrikeCRWD545,855 shares · 0.8% of their software · price −$2.0M$90.0M+$10.9M
- Uber Technologies, Inc.UBER3,254,290 shares · 0.8% of their software · price +$19.7M$86.2M+$4.2M
- CloudflareNET1,518,760 shares · 0.8% of their software · price +$17.6M$84.0M+$26.8M
- OpenTextOTEX2,957,716 shares · 0.7% of their software · price −$33.7M$78.2M−$113M
- OracleORCL1,208,606 shares · 0.7% of their software · price −$10.6M$73.8M+$11.0M
- Donnelley Financial Solutions, Inc.DFIN1,829,891 shares · 0.6% of their software · price +$14.1M$67.7M−$7.5M
- ProcorePCOR1,337,224 shares · 0.6% of their software · price +$5.5M$66.2M−$12.3M
- AdobeADBE196,429 shares · 0.5% of their software · price −$17.8M$54.1M−$25.3M
- HubSpotHUBS190,943 shares · 0.5% of their software · price −$5.8M$51.6M+$27.8M
- ShopifySHOP1,696,767 shares · 0.4% of their software · price −$7.3M$45.7M−$15.3M
- AkamaiAKAM557,449 shares · 0.4% of their software · price −$6.1M$44.8M+$34.5M
- Euronet Worldwide, Inc.EEFT578,939 shares · 0.4% of their software · price −$14.4M$43.9M+$34.7M
- BILLBILL331,064 shares · 0.4% of their software · price +$7.4M$43.8M−$10.1M
- TenableTENB1,259,180 shares · 0.4% of their software · price −$13.4M$43.8M+$1.5M
- SPS CommerceSPSC325,236 shares · 0.4% of their software · price +$3.6M$40.4M+$1.2M
- PagerDutyPD1,624,317 shares · 0.3% of their software · price −$2.8M$37.5MFlat
- IntuitINTU96,141 shares · 0.3% of their software$37.2M+$21.9M
- TwilioTWLO535,260 shares · 0.3% of their software · price −$7.9M$37.0M+$11.4M
- DropboxDBX1,685,082 shares · 0.3% of their software$34.9M+$20.7M
- Five9FIVN368,651 shares · 0.3% of their software · price −$6.0M$27.6M+$28.8M
- BoxBOX1,125,054 shares · 0.3% of their software · price −$844K$27.4M−$11.1M
- SynopsysSNPS86,842 shares · 0.2% of their software$26.5M+$17.0M
- SchrödingerSDGR959,452 shares · 0.2% of their software · price −$1.4M$24.0M+$4.3M
- Lyft, Inc.LYFT1,681,599 shares · 0.2% of their software$22.1M−$29.8M
- Digital TurbineAPPS1,489,823 shares · 0.2% of their software · price −$4.6M$21.5MNew · +$26.0M
- nCinoNCNO599,576 shares · 0.2% of their software · price +$1.9M$20.5MFlat
- DescartesDSGX292,978 shares · 0.2% of their software$18.6M+$6.2M
- AutodeskADSK84,204 shares · 0.1% of their software · price +$1.2M$15.7M+$8.3M
- Endava plcDAVA169,344 shares · 0.1% of their software · price −$1.3M$13.7M−$1.4M
- JFrogFROG611,690 shares · 0.1% of their software · price +$636K$13.5M+$2.8M
- Sprout SocialSPT208,806 shares · 0.1% of their software · price +$545K$12.7M−$18.2M
- FortinetFTNT211,429 shares · 0.1% of their software · price −$1.6M$10.4M−$24.9M
- Fair IsaacFICO21,712 shares · 0.1% of their software$8.9M−$10.7M
- InterDigital, Inc.IDCC183,585 shares · 0.1% of their software · price −$3.7M$7.4M+$4.0M
- FactSetFDS14,944 shares · 0.1% of their software$6.0M+$2.2M
- Health CatalystHCAT565,989 shares · 0.1% of their software · price −$2.7M$5.5M−$10.8M
- GoDaddyGDDY70,741 shares · 0.0% of their software$5.0M−$8.6M
- Upbound Group, Inc.UPBD256,923 shares · 0.0% of their software$4.5M+$1.4M
- Paychex, Inc.PAYX38,109 shares · 0.0% of their software$4.3M+$726K
- International Money Express, Inc.IMXI130,914 shares · 0.0% of their software$3.0MFlat
- QualysQLYS17,222 shares · 0.0% of their software$2.4M−$1.4M
- SAPSAP28,486 shares · 0.0% of their software$2.3MFlat
- PalantirPLTR276,357 shares · 0.0% of their software$2.2M+$1.9M
- ZoomInfoZI46,165 shares · 0.0% of their software$1.9M—
- ZoomZM23,788 shares · 0.0% of their software · price −$818K$1.8M−$721K
- NetApp, Inc.NTAP28,133 shares · 0.0% of their software$1.7M−$13.4M
- BroadridgeBR9,838 shares · 0.0% of their software$1.4MFlat
- CommvaultCVLT25,850 shares · 0.0% of their software$1.4MFlat
- Fiserv, Inc.FISV14,336 shares · 0.0% of their software$1.3MFlat
- Gen DigitalGEN55,483 shares · 0.0% of their software$1.1MFlat
- Check PointCHKP8,961 shares · 0.0% of their software$1.0MFlat
- PubMaticPUBM60,266 shares · 0.0% of their software$1.0MFlat
- SnowflakeSNOW5,838 shares · 0.0% of their software$992K+$564K
- Alarm.com Holdings, Inc.ALRM14,913 shares · 0.0% of their software$967KFlat
- PTCPTC8,958 shares · 0.0% of their software$937K−$1.1M
- Immersion CorporationIMMR128,150 shares · 0.0% of their software$704K+$585K
- LiveRamp Holdings, Inc.RAMP33,643 shares · 0.0% of their software$611K+$580K
- Tyler TechnologiesTYL1,612 shares · 0.0% of their software$560KFlat
- ProgressPRGS11,495 shares · 0.0% of their software$489KFlat
- Rapid7RPD10,852 shares · 0.0% of their software$465KFlat
- WEX Inc.WEX3,617 shares · 0.0% of their software$459KFlat
- TrimbleTRMB8,343 shares · 0.0% of their software$453KFlat
- NICENICE2,344 shares · 0.0% of their software$441KFlat
- ePlus inc.PLUS10,164 shares · 0.0% of their software$422KFlat
- AppFolioAPPF3,861 shares · 0.0% of their software$404KFlat
- ACI WorldwideACIW15,408 shares · 0.0% of their software$322KFlat
- GuidewireGWRE4,806 shares · 0.0% of their software$296KFlat
- NetScout Systems, Inc.NTCT9,294 shares · 0.0% of their software$291KNew · Flat
- BlackbaudBLKB6,531 shares · 0.0% of their software$288KFlat
- Bentley SystemsBSY9,101 shares · 0.0% of their software$278KNew · Flat
- A10 Networks, Inc.ATEN19,822 shares · 0.0% of their software$263KFlat
- SS&CSSNC5,303 shares · 0.0% of their software$253KFlat
- MongoDBMDB1,269 shares · 0.0% of their software$252KFlat
- MorningstarMORN1,133 shares · 0.0% of their software$240KNew · Flat
- Payoneer Global Inc.PAYO35,547 shares · 0.0% of their software$215KNew · Flat
- Adeia Inc.ADEA12,972 shares · 0.0% of their software$183KNew · Flat
- C3.aiAI14,307 shares · 0.0% of their software$179KNew · Flat
- Grab Holdings LimitedGRAB39,385 shares · 0.0% of their software$104KFlat
- Sabre CorporationSABR14,960 shares · 0.0% of their software$77KFlat
- Cognyte Software Ltd.CGNT10,448 shares · 0.0% of their software$42KNew · Flat
- Tuya Inc.TUYA16,753 shares · 0.0% of their software$16KNew · Flat