Generalist · Kansas City, MO
American Century Companies
Q2 2023 · compared with Q1 2023
Filed as American Century Companies INC
- Software
- $13.6B
- Weight of 13F
- 10.3%
- Names
- 138
- Net bought
- −$194M
Filed 14 August 2023 · SEC filing.
2,682 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
- MicrosoftMSFT17,461,278 shares · 43.7% of their software · price +$912M$5.9B−$296M
- SalesforceCRM2,753,842 shares · 4.3% of their software · price +$31.6M$582M+$195M
- WorkdayWDAY1,697,918 shares · 2.8% of their software · price +$32.9M$384M−$49.5M
- CadenceCDNS1,526,698 shares · 2.6% of their software · price +$37.3M$358M−$155M
- DatadogDDOG3,417,377 shares · 2.5% of their software · price +$87.9M$336M+$81.0M
- Automatic Data Processing, Inc.ADP1,449,325 shares · 2.3% of their software · price −$4.1M$319MFlat
- PaycomPAYC959,309 shares · 2.3% of their software · price +$16.5M$308M+$26.8M
- Roper Technologies, Inc.ROP572,348 shares · 2.0% of their software · price +$23.0M$275M−$10.2M
- F5, Inc.FFIV1,842,833 shares · 2.0% of their software · price +$1.1M$270M+$11.0M
- CoStarCSGP2,935,380 shares · 1.9% of their software · price +$59.1M$261M−$32.4M
- ServiceNowNOW448,351 shares · 1.9% of their software · price +$43.6M$252M−$13.4M
- OktaOKTA3,301,007 shares · 1.7% of their software · price −$55.8M$229M+$30.3M
- ZscalerZS1,528,816 shares · 1.6% of their software · price +$45.1M$224M+$10.7M
- VeriSign, Inc.VRSN973,454 shares · 1.6% of their software · price +$14.3M$220M−$41.8M
- Fair IsaacFICO262,704 shares · 1.6% of their software · price +$28.0M$213M+$45.3M
- Manhattan AssociatesMANH1,004,219 shares · 1.5% of their software · price +$45.2M$201M−$42.8M
- DocuSignDOCU3,903,919 shares · 1.5% of their software · price −$28.1M$199M+$50.2M
- HubSpotHUBS363,240 shares · 1.4% of their software · price +$37.5M$193M+$2.5M
- Amdocs LimitedDOX1,864,475 shares · 1.4% of their software · price +$5.3M$184M+$7.0M
- AdobeADBE335,024 shares · 1.2% of their software · price +$34.7M$164M+$9.3M
- Palo Alto NetworksPANW631,519 shares · 1.2% of their software · price +$35.2M$161M−$55.2M
- Uber Technologies, Inc.UBER3,703,646 shares · 1.2% of their software · price +$42.5M$160M+$9.0M
- EVERTEC, Inc.EVTC3,952,250 shares · 1.1% of their software · price +$12.2M$146M−$3.3M
- CrowdStrikeCRWD926,193 shares · 1.0% of their software · price +$8.9M$136MFlat
- The Trade DeskTTD1,560,439 shares · 0.9% of their software · price +$25.5M$120M−$1.0M
- VeriskVRSK516,524 shares · 0.9% of their software · price +$17.6M$117M−$23.7M
- Euronet Worldwide, Inc.EEFT983,078 shares · 0.8% of their software · price +$5.4M$115M+$30.7M
- TeradataTDC2,134,123 shares · 0.8% of their software · price +$28.0M$114M−$61.8M
- Block, Inc.XYZ1,639,151 shares · 0.8% of their software · price −$3.4M$109M−$25.4M
- PalantirPLTR6,282,020 shares · 0.7% of their software · price +$43.2M$96.3M+$51.5M
- CloudflareNET1,215,716 shares · 0.6% of their software · price +$4.5M$79.5M−$3.8M
- SPS CommerceSPSC388,853 shares · 0.5% of their software · price +$15.5M$74.7M+$9.7M
- SnowflakeSNOW389,194 shares · 0.5% of their software · price +$8.4M$68.5M+$57.3M
- TenableTENB1,546,666 shares · 0.5% of their software · price −$6.1M$67.4M+$7.5M
- PaylocityPCTY347,033 shares · 0.5% of their software · price −$4.9M$64.0M−$28.2M
- OracleORCL508,381 shares · 0.4% of their software · price +$13.3M$60.5M−$11.5M
- SynopsysSNPS110,192 shares · 0.4% of their software · price +$5.4M$48.0M+$2.9M
- AtlassianTEAM271,010 shares · 0.3% of their software · price −$911K$45.5M+$1.8M
- Donnelley Financial Solutions, Inc.DFIN967,492 shares · 0.3% of their software · price +$4.5M$44.0M−$23.9M
- AutodeskADSK205,643 shares · 0.3% of their software · price −$730K$42.1M+$17.0M
- BILLBILL349,962 shares · 0.3% of their software · price +$12.5M$40.9M+$4.6M
- VeevaVEEV196,674 shares · 0.3% of their software · price +$2.7M$38.9M−$1.2M
- PagerDutyPD1,622,838 shares · 0.3% of their software · price −$20.3M$36.5MFlat
- Shift4 Payments, Inc.FOUR515,777 shares · 0.3% of their software · price −$4.1M$35.0M+$38.7M
- TwilioTWLO546,925 shares · 0.3% of their software · price −$1.6M$34.8M−$3.9M
- FortinetFTNT453,873 shares · 0.3% of their software · price +$4.1M$34.3M+$16.0M
- GuidewireGWRE426,280 shares · 0.2% of their software · price −$2.5M$32.4M+$9.7M
- InterDigital, Inc.IDCC315,519 shares · 0.2% of their software · price +$7.5M$30.5M+$4.7M
- BoxBOX919,454 shares · 0.2% of their software · price +$2.4M$27.0MFlat
- IntuitINTU53,420 shares · 0.2% of their software · price +$660K$24.5M−$816K
- Digital TurbineAPPS2,332,712 shares · 0.2% of their software · price −$7.2M$21.6M−$1.2M
- DescartesDSGX257,420 shares · 0.2% of their software$20.6MFlat
- Upbound Group, Inc.UPBD625,565 shares · 0.1% of their software · price +$4.1M$19.5M+$2.3M
- nCinoNCNO593,006 shares · 0.1% of their software · price +$3.2M$17.9M+$2.0M
- DoubleVerifyDV354,654 shares · 0.1% of their software · price +$3.1M$13.8MNew · +$10.7M
- Five9FIVN167,156 shares · 0.1% of their software · price +$1.7M$13.8M−$23.1M
- SchrödingerSDGR253,409 shares · 0.1% of their software · price +$6.0M$12.7M−$5.2M
- JFrogFROG402,126 shares · 0.1% of their software · price +$3.2M$11.1M−$1.8M
- DoximityDOCS289,634 shares · 0.1% of their software$9.9M+$7.8M
- DropboxDBX366,141 shares · 0.1% of their software · price +$1.8M$9.8M−$1.8M
- QualysQLYS71,368 shares · 0.1% of their software$9.2M+$6.2M
- Paychex, Inc.PAYX66,953 shares · 0.1% of their software$7.5M+$760K
- Health CatalystHCAT595,542 shares · 0.1% of their software$7.4MFlat
- ZoomZM106,404 shares · 0.1% of their software · price −$634K$7.2M−$5.1M
- SAPSAP46,394 shares · 0.0% of their software$6.3M+$957K
- PubMaticPUBM318,221 shares · 0.0% of their software · price +$1.4M$5.8M+$753K
- Adeia Inc.ADEA514,414 shares · 0.0% of their software · price +$1.1M$5.7M−$608K
- AkamaiAKAM53,399 shares · 0.0% of their software · price +$618K$4.8MFlat
- OpenTextOTEX107,672 shares · 0.0% of their software$4.5M−$8.8M
- NetApp, Inc.NTAP53,412 shares · 0.0% of their software · price +$670K$4.1M−$3.6M
- DoceboDCBO97,966 shares · 0.0% of their software$3.9M+$508K
- BlackbaudBLKB51,415 shares · 0.0% of their software$3.7M+$3.1M
- FactSetFDS8,194 shares · 0.0% of their software$3.3M−$2.8M
- ShopifySHOP44,852 shares · 0.0% of their software · price +$747K$2.9M−$567K
- Fiserv, Inc.FISV21,641 shares · 0.0% of their software$2.7MFlat
- Immersion CorporationIMMR378,243 shares · 0.0% of their software · price −$704K$2.7MFlat
- Xperi Inc.XPER174,407 shares · 0.0% of their software$2.3MFlat
- BroadridgeBR13,246 shares · 0.0% of their software$2.2MFlat
- CommvaultCVLT29,124 shares · 0.0% of their software$2.1MFlat
- ProcorePCOR30,431 shares · 0.0% of their software$2.0MFlat
- C3.aiAI53,100 shares · 0.0% of their software$1.9M+$830K
- WEX Inc.WEX9,754 shares · 0.0% of their software$1.8MFlat
- Gen DigitalGEN87,622 shares · 0.0% of their software$1.6M−$693K
- LiveRamp Holdings, Inc.RAMP47,865 shares · 0.0% of their software$1.4MFlat
- ProgressPRGS22,170 shares · 0.0% of their software$1.3MFlat
- Check PointCHKP9,484 shares · 0.0% of their software$1.2M−$572K
- Bentley SystemsBSY20,716 shares · 0.0% of their software$1.1MFlat
- ePlus inc.PLUS18,540 shares · 0.0% of their software$1.0MFlat
- DynatraceDT20,226 shares · 0.0% of their software$1.0MFlat
- GoDaddyGDDY13,603 shares · 0.0% of their software$1.0M−$1.8M
- MagniteMGNI69,995 shares · 0.0% of their software$955KFlat
- MongoDBMDB2,317 shares · 0.0% of their software$952KFlat
- Payoneer Global Inc.PAYO197,866 shares · 0.0% of their software$952KFlat
- NutanixNTNX30,158 shares · 0.0% of their software$846KFlat
- PTCPTC5,682 shares · 0.0% of their software$809KFlat
- NICENICE3,763 shares · 0.0% of their software$777KFlat
- Alarm.com Holdings, Inc.ALRM14,756 shares · 0.0% of their software$763KFlat
- Tyler TechnologiesTYL1,732 shares · 0.0% of their software$721KFlat
- BlackBerry LimitedBB127,400 shares · 0.0% of their software$706KNew · +$581K
- A10 Networks, Inc.ATEN46,289 shares · 0.0% of their software$675KFlat
- Rapid7RPD14,861 shares · 0.0% of their software$673KFlat
- CourseraCOUR49,196 shares · 0.0% of their software$641KFlat
- Grab Holdings LimitedGRAB179,532 shares · 0.0% of their software$616KFlat
- ElasticESTC9,025 shares · 0.0% of their software$579KNew · +$523K
- VaronisVRNS21,263 shares · 0.0% of their software$567KFlat
- AppFolioAPPF3,199 shares · 0.0% of their software$551KFlat
- SS&CSSNC8,490 shares · 0.0% of their software$514KFlat
- International Money Express, Inc.IMXI20,424 shares · 0.0% of their software$501KFlat
- ACI WorldwideACIW21,621 shares · 0.0% of their software$501KFlat
- UiPathPATH29,648 shares · 0.0% of their software$491KFlat
- TrimbleTRMB8,533 shares · 0.0% of their software$452KFlat
- ToastTOST19,976 shares · 0.0% of their software$451KFlat
- Sprout SocialSPT9,459 shares · 0.0% of their software$437K−$12.1M
- Agilysys, Inc.AGYS6,346 shares · 0.0% of their software$436KFlat
- Kingsoft Cloud Holdings LimitedKC67,641 shares · 0.0% of their software$413KFlat
- monday.comMNDY2,333 shares · 0.0% of their software$399KNew · Flat
- Thryv Holdings, Inc.THRY15,005 shares · 0.0% of their software$369KNew · Flat
- 8x8EGHT83,086 shares · 0.0% of their software$351KFlat
- DigitalOceanDOCN8,431 shares · 0.0% of their software$338KFlat
- UnityU7,364 shares · 0.0% of their software$320KFlat
- MorningstarMORN1,570 shares · 0.0% of their software$308KFlat
- FreshworksFRSH17,067 shares · 0.0% of their software$300KFlat
- WixWIX3,734 shares · 0.0% of their software$292KFlat
- ZoomInfoZI11,004 shares · 0.0% of their software$279K—
- LightspeedLSPD15,144 shares · 0.0% of their software$256KNew · Flat
- SmartRent, Inc.SMRT62,987 shares · 0.0% of their software$241KNew · Flat
- Alight, Inc.ALIT25,980 shares · 0.0% of their software$240KFlat
- WorkivaWK2,280 shares · 0.0% of their software$232KFlat
- GitLabGTLB4,094 shares · 0.0% of their software$209KNew · Flat
- Mitek Systems, Inc.MITK18,300 shares · 0.0% of their software$198KNew · Flat
- Agora, Inc.API43,313 shares · 0.0% of their software$136KFlat
- Paysafe LimitedPSFE11,905 shares · 0.0% of their software$120KNew · Flat
- Ribbon Communications Inc.RBBN34,009 shares · 0.0% of their software$95KFlat
- AvePointAVPT13,925 shares · 0.0% of their software$80KFlat
- Sabre CorporationSABR24,719 shares · 0.0% of their software$79KFlat
- Tuya Inc.TUYA29,178 shares · 0.0% of their software$55KFlat
- NextNav Inc.NN18,629 shares · 0.0% of their software$55KFlat
- Telos CorporationTLS11,149 shares · 0.0% of their software$29KNew · Flat