Generalist · Kansas City, MO
American Century Companies
Q4 2022 · compared with Q3 2022
Filed as American Century Companies INC
- Software
- $10.8B
- Weight of 13F
- 8.9%
- Names
- 121
- Net bought
- −$104M
Filed 13 February 2023 · SEC filing.
2,468 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
- MicrosoftMSFT20,619,843 shares · 45.6% of their software · price +$143M$4.9BFlat
- WorkdayWDAY2,175,382 shares · 3.4% of their software · price +$32.9M$364MFlat
- CadenceCDNS2,153,164 shares · 3.2% of their software · price −$6.0M$346M+$6.9M
- Automatic Data Processing, Inc.ADP1,432,239 shares · 3.2% of their software · price +$18.1M$342M+$46.4M
- Roper Technologies, Inc.ROP744,375 shares · 3.0% of their software · price +$53.9M$322MFlat
- CoStarCSGP4,114,129 shares · 2.9% of their software · price +$31.4M$318M−$8.3M
- VeriSign, Inc.VRSN1,514,339 shares · 2.9% of their software · price +$48.1M$311MFlat
- F5, Inc.FFIV1,745,062 shares · 2.3% of their software · price −$2.1M$250M+$13.9M
- SalesforceCRM1,837,042 shares · 2.2% of their software · price −$20.7M$244M−$5.7M
- ServiceNowNOW552,209 shares · 2.0% of their software · price +$5.9M$214M−$124M
- PaycomPAYC536,876 shares · 1.5% of their software · price −$10.6M$167M+$11.0M
- Amdocs LimitedDOX1,753,115 shares · 1.5% of their software · price +$20.1M$159M+$36.9M
- Manhattan AssociatesMANH1,249,678 shares · 1.4% of their software · price −$14.5M$152M−$25.4M
- TeradataTDC4,296,922 shares · 1.3% of their software · price +$11.2M$145M+$2.7M
- DocuSignDOCU2,526,559 shares · 1.3% of their software · price +$4.9M$140M−$1.5M
- EVERTEC, Inc.EVTC4,260,431 shares · 1.3% of their software · price +$4.4M$138M+$5.9M
- Block, Inc.XYZ2,164,004 shares · 1.3% of their software · price +$17.0M$136M+$10.2M
- Palo Alto NetworksPANW887,302 shares · 1.1% of their software · price −$21.5M$124M−$26.2M
- DatadogDDOG1,654,534 shares · 1.1% of their software · price −$25.3M$122M+$10.8M
- VeriskVRSK638,084 shares · 1.0% of their software · price +$3.8M$113M−$4.8M
- VeevaVEEV652,676 shares · 1.0% of their software · price −$2.3M$105M−$5.5M
- PaylocityPCTY497,626 shares · 0.9% of their software · price −$23.5M$96.7M−$13.3M
- Uber Technologies, Inc.UBER3,823,469 shares · 0.9% of their software · price −$6.8M$94.6M+$15.1M
- OktaOKTA1,291,666 shares · 0.8% of their software · price +$14.8M$88.3M−$17.3M
- CrowdStrikeCRWD783,131 shares · 0.8% of their software · price −$46.6M$82.5M+$39.1M
- ZscalerZS733,542 shares · 0.8% of their software · price −$38.5M$82.1MFlat
- HubSpotHUBS282,354 shares · 0.8% of their software · price +$5.4M$81.6M+$24.7M
- Donnelley Financial Solutions, Inc.DFIN1,825,619 shares · 0.7% of their software · price +$3.1M$70.6MFlat
- OracleORCL843,499 shares · 0.6% of their software · price +$17.4M$68.9M−$22.3M
- The Trade DeskTTD1,531,858 shares · 0.6% of their software · price −$22.9M$68.7M−$6.9M
- AdobeADBE201,000 shares · 0.6% of their software · price +$12.3M$67.6M+$1.3M
- ProcorePCOR1,342,197 shares · 0.6% of their software · price −$3.1M$63.3MFlat
- CloudflareNET1,380,902 shares · 0.6% of their software · price −$13.9M$62.4M−$7.6M
- TenableTENB1,448,669 shares · 0.5% of their software · price +$4.9M$55.3M+$6.6M
- PagerDutyPD1,624,317 shares · 0.4% of their software · price +$5.7M$43.1MFlat
- Euronet Worldwide, Inc.EEFT414,423 shares · 0.4% of their software · price +$7.7M$39.1M−$12.5M
- SPS CommerceSPSC290,726 shares · 0.3% of their software · price +$1.2M$37.3M−$4.3M
- DropboxDBX1,582,856 shares · 0.3% of their software · price +$2.6M$35.4M−$2.1M
- BoxBOX1,117,411 shares · 0.3% of their software · price +$7.5M$34.8MFlat
- Five9FIVN495,893 shares · 0.3% of their software · price −$3.5M$33.7M+$9.5M
- Digital TurbineAPPS2,141,287 shares · 0.3% of their software · price +$1.8M$32.6M+$9.4M
- BILLBILL296,212 shares · 0.3% of their software · price −$6.9M$32.3M−$4.6M
- SynopsysSNPS85,334 shares · 0.3% of their software · price +$1.2M$27.2MFlat
- TwilioTWLO538,711 shares · 0.2% of their software · price −$10.9M$26.4MFlat
- IntuitINTU64,111 shares · 0.2% of their software$25.0M−$12.4M
- ShopifySHOP674,239 shares · 0.2% of their software · price +$5.2M$23.4M−$27.5M
- AutodeskADSK124,001 shares · 0.2% of their software$23.2M+$7.4M
- Endava plcDAVA302,515 shares · 0.2% of their software · price −$1.2M$23.1M+$10.7M
- ZoomZM324,297 shares · 0.2% of their software · price −$1.9M$22.0M+$22.1M
- JFrogFROG956,397 shares · 0.2% of their software · price −$746K$20.4M+$7.6M
- DescartesDSGX277,763 shares · 0.2% of their software · price +$1.7M$19.4M−$967K
- Lyft, Inc.LYFT1,717,898 shares · 0.2% of their software · price −$3.7M$18.9MFlat
- OpenTextOTEX626,724 shares · 0.2% of their software · price +$2.0M$18.6M−$61.6M
- nCinoNCNO596,924 shares · 0.1% of their software · price −$4.6M$15.8MFlat
- FortinetFTNT240,316 shares · 0.1% of their software$11.7M+$1.4M
- Gen DigitalGEN533,626 shares · 0.1% of their software · price +$688K$11.4M+$9.6M
- Sprout SocialSPT201,628 shares · 0.1% of their software · price −$851K$11.4MFlat
- Upbound Group, Inc.UPBD461,373 shares · 0.1% of their software · price +$2.3M$10.4M+$3.6M
- AkamaiAKAM118,457 shares · 0.1% of their software$10.0M−$35.3M
- InterDigital, Inc.IDCC185,573 shares · 0.1% of their software · price +$1.7M$9.2MFlat
- SchrödingerSDGR445,758 shares · 0.1% of their software · price −$2.8M$8.3M−$12.8M
- Fair IsaacFICO11,415 shares · 0.1% of their software · price +$2.1M$6.8MSplit
- Health CatalystHCAT571,814 shares · 0.1% of their software · price +$532K$6.1MFlat
- Paychex, Inc.PAYX48,697 shares · 0.1% of their software$5.6M+$1.2M
- FactSetFDS13,430 shares · 0.0% of their software$5.4M−$606K
- GoDaddyGDDY63,122 shares · 0.0% of their software$4.7M−$540K
- NetApp, Inc.NTAP71,895 shares · 0.0% of their software$4.3M+$2.7M
- QualysQLYS32,401 shares · 0.0% of their software · price −$880K$3.6M+$2.1M
- SAPSAP35,211 shares · 0.0% of their software · price +$773K$3.6M+$546K
- PTCPTC25,104 shares · 0.0% of their software$3.0M+$1.7M
- PubMaticPUBM202,626 shares · 0.0% of their software · price −$774K$2.6M+$2.4M
- International Money Express, Inc.IMXI83,937 shares · 0.0% of their software$2.0M−$1.1M
- SnowflakeSNOW12,465 shares · 0.0% of their software$1.8M+$1.1M
- Fiserv, Inc.FISV17,521 shares · 0.0% of their software$1.8MFlat
- Immersion CorporationIMMR249,777 shares · 0.0% of their software$1.8M+$668K
- Check PointCHKP12,700 shares · 0.0% of their software$1.6MFlat
- BroadridgeBR11,648 shares · 0.0% of their software$1.6MFlat
- CommvaultCVLT24,234 shares · 0.0% of their software$1.5MFlat
- DoximityDOCS43,676 shares · 0.0% of their software$1.5MNew · +$1.3M
- WEX Inc.WEX6,443 shares · 0.0% of their software$1.1MFlat
- ProgressPRGS14,757 shares · 0.0% of their software$744KFlat
- NutanixNTNX24,787 shares · 0.0% of their software$646KNew · +$516K
- PalantirPLTR95,124 shares · 0.0% of their software$611K−$1.5M
- Adeia Inc.ADEA62,665 shares · 0.0% of their software$594KFlat
- Alarm.com Holdings, Inc.ALRM11,757 shares · 0.0% of their software$582KFlat
- LiveRamp Holdings, Inc.RAMP24,562 shares · 0.0% of their software$576KFlat
- Bentley SystemsBSY14,202 shares · 0.0% of their software$525KFlat
- Tyler TechnologiesTYL1,619 shares · 0.0% of their software$522KFlat
- ePlus inc.PLUS11,580 shares · 0.0% of their software$513KFlat
- DynatraceDT13,016 shares · 0.0% of their software$499KNew · Flat
- ACI WorldwideACIW21,631 shares · 0.0% of their software$498KFlat
- Payoneer Global Inc.PAYO90,609 shares · 0.0% of their software$496KFlat
- NICENICE2,375 shares · 0.0% of their software$457KFlat
- A10 Networks, Inc.ATEN27,166 shares · 0.0% of their software$452KFlat
- NetScout Systems, Inc.NTCT13,683 shares · 0.0% of their software$445KFlat
- Sabre CorporationSABR68,771 shares · 0.0% of their software$425KFlat
- TrimbleTRMB8,309 shares · 0.0% of their software$420KFlat
- AppFolioAPPF3,861 shares · 0.0% of their software$407KFlat
- Agilysys, Inc.AGYS4,778 shares · 0.0% of their software$378KNew · Flat
- Rapid7RPD10,938 shares · 0.0% of their software$372KFlat
- BlackbaudBLKB6,235 shares · 0.0% of their software$367KFlat
- ZoomInfoZI10,836 shares · 0.0% of their software$326K—
- ToastTOST17,981 shares · 0.0% of their software$324KNew · Flat
- GuidewireGWRE5,084 shares · 0.0% of their software$318KFlat
- SS&CSSNC6,095 shares · 0.0% of their software$317KFlat
- Xperi Inc.XPER35,418 shares · 0.0% of their software · price −$616K$305KNew · +$921K
- DigitalOceanDOCN11,264 shares · 0.0% of their software$287KNew · Flat
- WixWIX3,690 shares · 0.0% of their software$284KNew · Flat
- MorningstarMORN1,298 shares · 0.0% of their software$281KFlat
- MongoDBMDB1,298 shares · 0.0% of their software$255KFlat
- Remitly Global, Inc.RELY21,692 shares · 0.0% of their software$248KNew · Flat
- Shift4 Payments, Inc.FOUR4,101 shares · 0.0% of their software$229KNew · Flat
- C3.aiAI19,547 shares · 0.0% of their software$219KFlat
- Agora, Inc.API43,220 shares · 0.0% of their software$169KNew · Flat
- UiPathPATH13,180 shares · 0.0% of their software$168KNew · Flat
- MagniteMGNI14,013 shares · 0.0% of their software$148KNew · Flat
- Grab Holdings LimitedGRAB43,692 shares · 0.0% of their software$141KFlat
- Kingsoft Cloud Holdings LimitedKC28,496 shares · 0.0% of their software$109KNew · Flat
- YextYEXT10,976 shares · 0.0% of their software$72KNew · Flat
- Tuya Inc.TUYA17,023 shares · 0.0% of their software$33KFlat
- Cognyte Software Ltd.CGNT10,260 shares · 0.0% of their software$32KFlat