Generalist · Kansas City, MO
American Century Companies
Q1 2023 · compared with Q4 2022
Filed as American Century Companies INC
- Software
- $12.1B
- Weight of 13F
- 9.6%
- Names
- 134
- Net bought
- −$417M
Filed 11 May 2023 · SEC filing.
2,560 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
- MicrosoftMSFT18,487,154 shares · 44.0% of their software · price +$896M$5.3B−$511M
- CadenceCDNS2,264,684 shares · 3.9% of their software · price +$112M$474M+$17.9M
- WorkdayWDAY1,937,709 shares · 3.3% of their software · price +$76.0M$399M−$39.8M
- SalesforceCRM1,775,943 shares · 2.9% of their software · price +$119M$350M−$8.1M
- Automatic Data Processing, Inc.ADP1,455,197 shares · 2.7% of their software · price −$23.6M$324M+$5.5M
- Roper Technologies, Inc.ROP595,531 shares · 2.2% of their software · price +$5.1M$262M−$64.3M
- PaycomPAYC871,239 shares · 2.1% of their software · price −$5.5M$258M+$104M
- F5, Inc.FFIV1,767,471 shares · 2.1% of their software · price +$3.9M$257M+$3.2M
- OktaOKTA2,949,983 shares · 2.1% of their software · price +$52.8M$251M+$113M
- VeriSign, Inc.VRSN1,171,193 shares · 2.0% of their software · price +$6.9M$248M−$70.5M
- CoStarCSGP3,405,742 shares · 1.9% of their software · price −$28.7M$233M−$54.7M
- ServiceNowNOW477,221 shares · 1.8% of their software · price +$36.5M$222M−$29.1M
- Manhattan AssociatesMANH1,280,782 shares · 1.6% of their software · price +$42.8M$198M+$3.8M
- Palo Alto NetworksPANW907,691 shares · 1.5% of their software · price +$54.6M$181M+$2.8M
- DocuSignDOCU3,043,522 shares · 1.4% of their software · price +$8.8M$175M+$28.7M
- Amdocs LimitedDOX1,791,204 shares · 1.4% of their software · price +$9.2M$172M+$3.5M
- ZscalerZS1,437,025 shares · 1.4% of their software · price +$7.1M$168M+$78.7M
- DatadogDDOG2,302,440 shares · 1.4% of their software · price −$1.9M$167M+$47.6M
- HubSpotHUBS357,472 shares · 1.2% of their software · price +$49.9M$151M+$21.7M
- TeradataTDC3,667,981 shares · 1.2% of their software · price +$24.3M$148M−$21.2M
- Fair IsaacFICO198,198 shares · 1.2% of their software · price +$20.6M$139M+$112M
- EVERTEC, Inc.EVTC4,051,316 shares · 1.1% of their software · price +$5.6M$137M−$6.8M
- Block, Inc.XYZ2,009,729 shares · 1.1% of their software · price +$11.7M$135M−$9.7M
- CrowdStrikeCRWD928,340 shares · 1.1% of their software · price +$29.7M$127M+$15.3M
- VeriskVRSK640,162 shares · 1.0% of their software · price +$9.9M$121MFlat
- AdobeADBE310,817 shares · 1.0% of their software · price +$15.2M$119M+$37.0M
- Uber Technologies, Inc.UBER3,418,319 shares · 0.9% of their software · price +$23.8M$108M−$10.0M
- The Trade DeskTTD1,577,534 shares · 0.8% of their software · price +$25.4M$96.1M+$2.0M
- PaylocityPCTY488,982 shares · 0.8% of their software · price +$2.2M$90.9M−$1.7M
- Euronet Worldwide, Inc.EEFT709,169 shares · 0.7% of their software · price +$12.4M$79.4M+$27.8M
- CloudflareNET1,277,299 shares · 0.7% of their software · price +$21.0M$78.7M−$4.7M
- TenableTENB1,389,354 shares · 0.5% of their software · price +$13.0M$65.9M−$2.3M
- Donnelley Financial Solutions, Inc.DFIN1,553,382 shares · 0.5% of their software · price +$3.4M$63.5M−$10.5M
- OracleORCL632,640 shares · 0.5% of their software · price +$7.1M$58.3M−$17.2M
- PagerDutyPD1,622,641 shares · 0.5% of their software · price +$13.7M$56.8MFlat
- SPS CommerceSPSC325,484 shares · 0.4% of their software · price +$7.8M$49.5M+$4.5M
- AtlassianTEAM260,346 shares · 0.4% of their software · price +$11.1M$44.6MNew · +$33.5M
- TwilioTWLO605,048 shares · 0.3% of their software · price +$10.7M$40.3M+$3.2M
- SynopsysSNPS102,575 shares · 0.3% of their software · price +$6.9M$39.6M+$5.5M
- VeevaVEEV203,070 shares · 0.3% of their software · price +$4.6M$37.3M−$72.6M
- Five9FIVN486,119 shares · 0.3% of their software · price +$2.2M$35.1M−$663K
- Digital TurbineAPPS2,428,467 shares · 0.2% of their software · price −$7.0M$30.0M+$4.4M
- AutodeskADSK124,052 shares · 0.2% of their software · price +$2.6M$25.8MFlat
- GuidewireGWRE307,623 shares · 0.2% of their software · price +$6.0M$25.2M+$18.9M
- BoxBOX928,731 shares · 0.2% of their software · price −$4.0M$24.8M−$5.9M
- IntuitINTU55,251 shares · 0.2% of their software · price +$3.1M$24.6M−$3.4M
- BILLBILL293,630 shares · 0.2% of their software · price −$8.2M$21.8MFlat
- DescartesDSGX263,373 shares · 0.2% of their software · price +$2.9M$21.3M−$1.0M
- InterDigital, Inc.IDCC251,112 shares · 0.2% of their software · price +$5.9M$18.2M+$3.2M
- FortinetFTNT213,236 shares · 0.1% of their software · price +$3.7M$14.1M−$1.3M
- Upbound Group, Inc.UPBD532,278 shares · 0.1% of their software · price +$1.0M$13.0M+$1.6M
- ZoomZM175,459 shares · 0.1% of their software · price +$1.1M$13.0M−$10.1M
- OpenTextOTEX336,249 shares · 0.1% of their software · price +$3.0M$12.9M−$8.6M
- nCinoNCNO513,055 shares · 0.1% of their software · price −$852K$12.7M−$2.2M
- Sprout SocialSPT208,493 shares · 0.1% of their software · price +$922K$12.7MFlat
- SchrödingerSDGR449,255 shares · 0.1% of their software · price +$3.4M$11.8MFlat
- JFrogFROG493,874 shares · 0.1% of their software · price −$805K$9.7M−$9.9M
- DropboxDBX447,437 shares · 0.1% of their software$9.7M−$25.4M
- NetApp, Inc.NTAP109,227 shares · 0.1% of their software$7.0M+$2.2M
- Paychex, Inc.PAYX60,323 shares · 0.1% of their software$6.9M+$1.3M
- Health CatalystHCAT583,035 shares · 0.1% of their software · price +$606K$6.8MFlat
- FactSetFDS14,999 shares · 0.1% of their software$6.2M+$629K
- Endava plcDAVA88,304 shares · 0.0% of their software · price −$823K$5.9M−$16.4M
- Adeia Inc.ADEA583,042 shares · 0.0% of their software$5.0M+$4.9M
- SAPSAP38,832 shares · 0.0% of their software · price +$907K$4.9MFlat
- AkamaiAKAM58,942 shares · 0.0% of their software$4.6M−$5.0M
- PubMaticPUBM263,747 shares · 0.0% of their software$3.6M+$783K
- DoceboDCBO85,507 shares · 0.0% of their software · price +$650K$3.5MNew · +$2.8M
- QualysQLYS23,977 shares · 0.0% of their software$3.1M−$945K
- GoDaddyGDDY36,433 shares · 0.0% of their software$2.8M−$2.0M
- SnowflakeSNOW17,705 shares · 0.0% of their software$2.7M+$752K
- Immersion CorporationIMMR327,174 shares · 0.0% of their software · price +$625K$2.7M+$544K
- ShopifySHOP56,680 shares · 0.0% of their software · price +$750K$2.6M−$21.4M
- ProcorePCOR37,405 shares · 0.0% of their software · price +$578K$2.3M−$61.6M
- Fiserv, Inc.FISV19,909 shares · 0.0% of their software$2.2MFlat
- Gen DigitalGEN128,012 shares · 0.0% of their software · price −$547K$2.2M−$8.7M
- WEX Inc.WEX11,942 shares · 0.0% of their software$2.2M+$900K
- Xperi Inc.XPER195,206 shares · 0.0% of their software$2.1M+$1.4M
- BroadridgeBR12,917 shares · 0.0% of their software$1.9MFlat
- Check PointCHKP13,887 shares · 0.0% of their software$1.8MFlat
- DoximityDOCS47,871 shares · 0.0% of their software$1.6MFlat
- PalantirPLTR187,633 shares · 0.0% of their software$1.5M+$594K
- CommvaultCVLT26,459 shares · 0.0% of their software$1.5MFlat
- ZoomInfoZI53,824 shares · 0.0% of their software$1.3M—
- PTCPTC9,187 shares · 0.0% of their software$1.2M−$1.9M
- ProgressPRGS18,946 shares · 0.0% of their software$1.1MFlat
- International Money Express, Inc.IMXI39,530 shares · 0.0% of their software$1.0M−$1.1M
- NutanixNTNX34,858 shares · 0.0% of their software$903KFlat
- SS&CSSNC15,882 shares · 0.0% of their software$897K+$510K
- Bentley SystemsBSY20,686 shares · 0.0% of their software$874KFlat
- DynatraceDT21,261 shares · 0.0% of their software$860KFlat
- Payoneer Global Inc.PAYO134,823 shares · 0.0% of their software$832KFlat
- C3.aiAI28,373 shares · 0.0% of their software · price +$635K$784KFlat
- LiveRamp Holdings, Inc.RAMP35,081 shares · 0.0% of their software$769KFlat
- Alarm.com Holdings, Inc.ALRM14,756 shares · 0.0% of their software$742KFlat
- Rapid7RPD14,395 shares · 0.0% of their software$659KFlat
- ACI WorldwideACIW24,580 shares · 0.0% of their software$647KFlat
- VaronisVRNS24,548 shares · 0.0% of their software$638KNew · +$588K
- ePlus inc.PLUS13,065 shares · 0.0% of their software$626KFlat
- Tyler TechnologiesTYL1,682 shares · 0.0% of their software$576KFlat
- NICENICE2,399 shares · 0.0% of their software$538KFlat
- Grab Holdings LimitedGRAB178,642 shares · 0.0% of their software$509KFlat
- NetScout Systems, Inc.NTCT17,261 shares · 0.0% of their software$487KFlat
- A10 Networks, Inc.ATEN30,714 shares · 0.0% of their software$467KFlat
- Kingsoft Cloud Holdings LimitedKC59,460 shares · 0.0% of their software$467KFlat
- AppFolioAPPF3,722 shares · 0.0% of their software$463KFlat
- TrimbleTRMB8,545 shares · 0.0% of their software$436KFlat
- BlackbaudBLKB6,110 shares · 0.0% of their software$416KFlat
- MongoDBMDB1,731 shares · 0.0% of their software$379KFlat
- Remitly Global, Inc.RELY21,894 shares · 0.0% of their software$366KFlat
- Shift4 Payments, Inc.FOUR4,996 shares · 0.0% of their software$364KFlat
- Lyft, Inc.LYFT38,965 shares · 0.0% of their software$361K−$18.5M
- WixWIX3,722 shares · 0.0% of their software$357KFlat
- UiPathPATH21,084 shares · 0.0% of their software$352KFlat
- MagniteMGNI37,567 shares · 0.0% of their software$348KFlat
- 8x8EGHT83,086 shares · 0.0% of their software$346KNew
- ToastTOST20,075 shares · 0.0% of their software$342KFlat
- MorningstarMORN1,563 shares · 0.0% of their software$309KFlat
- DigitalOceanDOCN8,352 shares · 0.0% of their software$307KFlat
- Agilysys, Inc.AGYS3,596 shares · 0.0% of their software$286KFlat
- FreshworksFRSH16,196 shares · 0.0% of their software$239KNew · Flat
- WorkivaWK2,306 shares · 0.0% of their software$230KNew · Flat
- UnityU6,877 shares · 0.0% of their software$202KNew · Flat
- Strategy IncMSTR719 shares · 0.0% of their software$201KNew · Flat
- Alight, Inc.ALIT22,220 shares · 0.0% of their software$198KNew · Flat
- FastlyFSLY11,400 shares · 0.0% of their software$193KNew · Flat
- Agora, Inc.API43,313 shares · 0.0% of their software$154KFlat
- CourseraCOUR13,102 shares · 0.0% of their software$141KNew · Flat
- Sabre CorporationSABR24,565 shares · 0.0% of their software$99KFlat
- Tuya Inc.TUYA29,178 shares · 0.0% of their software$56KFlat
- AvePointAVPT13,925 shares · 0.0% of their software$55KNew · Flat
- Ribbon Communications Inc.RBBN13,504 shares · 0.0% of their software$46KNew · Flat
- NextNav Inc.NN18,925 shares · 0.0% of their software$36KNew · Flat
- Cognyte Software Ltd.CGNT10,308 shares · 0.0% of their software$34KFlat