Generalist · Kansas City, MO
American Century Companies
Q3 2023 · compared with Q2 2023
Filed as American Century Companies INC
- Software
- $13.3B
- Weight of 13F
- 10.4%
- Names
- 143
- Net bought
- +$377M
Filed 13 November 2023 · SEC filing.
2,700 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
- MicrosoftMSFT17,473,157 shares · 41.5% of their software · price −$433M$5.5BFlat
- SalesforceCRM3,198,494 shares · 4.9% of their software · price −$27.1M$649M+$93.9M
- OktaOKTA4,332,873 shares · 2.7% of their software · price +$52.7M$353M+$71.6M
- WorkdayWDAY1,593,450 shares · 2.6% of their software · price −$17.6M$342M−$23.6M
- CadenceCDNS1,450,192 shares · 2.6% of their software$340M−$17.9M
- DatadogDDOG3,707,037 shares · 2.5% of their software · price −$27.0M$338M+$28.5M
- Fair IsaacFICO366,865 shares · 2.4% of their software · price +$21.8M$319M+$84.3M
- ServiceNowNOW568,226 shares · 2.4% of their software · price −$1.7M$318M+$67.4M
- PaycomPAYC1,139,511 shares · 2.2% of their software · price −$70.6M$295M+$57.9M
- Automatic Data Processing, Inc.ADP1,141,488 shares · 2.1% of their software · price +$23.7M$275M−$67.7M
- F5, Inc.FFIV1,693,766 shares · 2.1% of their software · price +$25.2M$273M−$21.8M
- Roper Technologies, Inc.ROP521,402 shares · 1.9% of their software · price +$1.8M$253M−$24.5M
- Uber Technologies, Inc.UBER4,807,895 shares · 1.7% of their software · price +$13.6M$221M+$47.7M
- HubSpotHUBS421,875 shares · 1.6% of their software · price −$16.7M$208M+$31.2M
- CoStarCSGP2,628,360 shares · 1.5% of their software · price −$31.8M$202M−$27.3M
- ZscalerZS1,262,314 shares · 1.5% of their software · price +$11.7M$196M−$39.0M
- Manhattan AssociatesMANH935,953 shares · 1.4% of their software · price −$2.1M$185M−$13.6M
- AdobeADBE332,862 shares · 1.3% of their software · price +$7.0M$170MFlat
- Amdocs LimitedDOX1,980,219 shares · 1.3% of their software · price −$28.4M$167M+$11.4M
- DocuSignDOCU3,890,478 shares · 1.2% of their software · price −$35.4M$163MFlat
- EVERTEC, Inc.EVTC3,964,957 shares · 1.1% of their software · price +$1.4M$147MFlat
- CrowdStrikeCRWD872,279 shares · 1.1% of their software · price +$17.9M$146M−$7.9M
- The Trade DeskTTD1,564,092 shares · 0.9% of their software · price +$1.5M$122MFlat
- TeradataTDC2,585,939 shares · 0.9% of their software · price −$21.7M$116M+$24.1M
- PalantirPLTR7,168,539 shares · 0.9% of their software · price +$4.8M$115M+$13.6M
- DynatraceDT2,411,771 shares · 0.8% of their software · price −$11.4M$113M+$123M
- Block, Inc.XYZ2,531,847 shares · 0.8% of their software · price −$56.5M$112M+$59.4M
- VeriskVRSK455,091 shares · 0.8% of their software · price +$4.6M$108M−$13.9M
- Palo Alto NetworksPANW451,826 shares · 0.8% of their software · price −$9.5M$106M−$45.9M
- AtlassianTEAM430,112 shares · 0.7% of their software · price +$14.5M$86.7M+$26.7M
- TenableTENB1,791,909 shares · 0.6% of their software · price +$2.2M$80.3M+$10.7M
- AutodeskADSK387,628 shares · 0.6% of their software · price +$892K$80.2M+$37.2M
- Euronet Worldwide, Inc.EEFT968,370 shares · 0.6% of their software · price −$36.8M$76.9M−$1.7M
- CloudflareNET1,214,747 shares · 0.6% of their software · price −$2.8M$76.6MFlat
- SnowflakeSNOW469,233 shares · 0.5% of their software · price −$10.9M$71.7M+$14.1M
- SPS CommerceSPSC399,863 shares · 0.5% of their software · price −$8.6M$68.2M+$2.1M
- PaylocityPCTY351,666 shares · 0.5% of their software · price −$995K$63.9M+$855K
- Donnelley Financial Solutions, Inc.DFIN982,113 shares · 0.4% of their software · price +$10.6M$55.3M+$666K
- SynopsysSNPS120,329 shares · 0.4% of their software · price +$2.8M$55.2M+$4.4M
- DuolingoDUOL292,711 shares · 0.4% of their software · price +$6.7M$48.6MNew · +$41.8M
- BILLBILL442,087 shares · 0.4% of their software · price −$3.7M$48.0M+$10.8M
- GuidewireGWRE525,609 shares · 0.4% of their software · price +$7.3M$47.3M+$7.6M
- OracleORCL385,252 shares · 0.3% of their software · price −$5.1M$40.8M−$14.7M
- VeevaVEEV199,714 shares · 0.3% of their software · price +$1.1M$40.6M+$601K
- TwilioTWLO552,469 shares · 0.2% of their software · price −$2.8M$32.3MFlat
- IntuitINTU62,633 shares · 0.2% of their software · price +$3.3M$32.0M+$4.2M
- PagerDutyPD1,371,777 shares · 0.2% of their software$30.9M−$5.6M
- Shift4 Payments, Inc.FOUR552,288 shares · 0.2% of their software · price −$6.9M$30.6M+$2.5M
- InterDigital, Inc.IDCC379,740 shares · 0.2% of their software · price −$6.2M$30.5M+$6.2M
- DoubleVerifyDV1,057,013 shares · 0.2% of their software · price −$11.6M$29.5M+$27.3M
- Five9FIVN351,778 shares · 0.2% of their software · price −$6.4M$22.6M+$15.2M
- BlackbaudBLKB308,034 shares · 0.2% of their software$21.7M+$18.3M
- Upbound Group, Inc.UPBD731,722 shares · 0.2% of their software · price −$1.2M$21.5M+$3.3M
- nCinoNCNO615,021 shares · 0.1% of their software · price +$1.0M$19.6M+$663K
- JFrogFROG600,923 shares · 0.1% of their software · price −$1.4M$15.2M+$5.5M
- Digital TurbineAPPS2,333,581 shares · 0.1% of their software · price −$7.5M$14.1MFlat
- QualysQLYS75,145 shares · 0.1% of their software · price +$1.8M$11.5MFlat
- DescartesDSGX155,650 shares · 0.1% of their software · price −$1.0M$11.4M−$8.2M
- DoceboDCBO252,247 shares · 0.1% of their software$10.2M+$6.1M
- DropboxDBX348,338 shares · 0.1% of their software$9.5MFlat
- Paychex, Inc.PAYX76,624 shares · 0.1% of their software$8.8M+$1.1M
- Repay Holdings CorporationRPAY1,118,897 shares · 0.1% of their software$8.5MNew · +$8.8M
- SchrödingerSDGR277,987 shares · 0.1% of their software · price −$6.0M$7.9M+$1.2M
- SAPSAP58,904 shares · 0.1% of their software$7.6M+$1.7M
- KlaviyoKVYO200,000 shares · 0.1% of their software$6.9MNew · +$6.9M
- Health CatalystHCAT657,552 shares · 0.1% of their software · price −$1.6M$6.7M+$775K
- DoximityDOCS309,532 shares · 0.0% of their software · price −$4.0M$6.6M+$677K
- AkamaiAKAM46,607 shares · 0.0% of their software · price +$777K$5.0M−$610K
- FactSetFDS8,645 shares · 0.0% of their software$3.8MFlat
- ePlus inc.PLUS58,799 shares · 0.0% of their software$3.7M+$2.3M
- PubMaticPUBM297,704 shares · 0.0% of their software · price −$1.8M$3.6MFlat
- Gen DigitalGEN199,064 shares · 0.0% of their software$3.5M+$2.1M
- NetApp, Inc.NTAP44,312 shares · 0.0% of their software$3.4M−$695K
- ZoomZM43,265 shares · 0.0% of their software$3.0M−$4.3M
- OpenTextOTEX86,145 shares · 0.0% of their software · price −$556K$3.0M−$894K
- Fiserv, Inc.FISV26,189 shares · 0.0% of their software$3.0M+$574K
- BroadridgeBR16,128 shares · 0.0% of their software$2.9MFlat
- Immersion CorporationIMMR413,975 shares · 0.0% of their software$2.7MFlat
- ShopifySHOP49,096 shares · 0.0% of their software$2.7MFlat
- ProcorePCOR40,345 shares · 0.0% of their software$2.6M+$645K
- AppLovinAPP51,112 shares · 0.0% of their software · price +$727K$2.0MNew · +$1.3M
- CommvaultCVLT29,854 shares · 0.0% of their software$2.0MFlat
- WEX Inc.WEX10,505 shares · 0.0% of their software$2.0MFlat
- Xperi Inc.XPER177,287 shares · 0.0% of their software · price −$583K$1.7MFlat
- MongoDBMDB4,977 shares · 0.0% of their software$1.7M+$1.1M
- LiveRamp Holdings, Inc.RAMP57,592 shares · 0.0% of their software$1.7MFlat
- ProgressPRGS31,184 shares · 0.0% of their software$1.6M+$524K
- BoxBOX67,374 shares · 0.0% of their software$1.6M−$25.0M
- Payoneer Global Inc.PAYO228,899 shares · 0.0% of their software$1.4MFlat
- C3.aiAI53,777 shares · 0.0% of their software · price −$587K$1.4MFlat
- Check PointCHKP9,802 shares · 0.0% of their software$1.3MFlat
- CourseraCOUR69,003 shares · 0.0% of their software$1.3MFlat
- PagSeguro Digital Ltd.PAGS147,426 shares · 0.0% of their software$1.3MNew · +$1.4M
- PTCPTC8,727 shares · 0.0% of their software$1.2MFlat
- Bentley SystemsBSY24,649 shares · 0.0% of their software$1.2MFlat
- NutanixNTNX33,508 shares · 0.0% of their software$1.2MFlat
- GoDaddyGDDY14,441 shares · 0.0% of their software$1.1MFlat
- Adeia Inc.ADEA92,368 shares · 0.0% of their software$986K−$4.6M
- ElasticESTC11,524 shares · 0.0% of their software$936KFlat
- TrimbleTRMB17,108 shares · 0.0% of their software$921KFlat
- A10 Networks, Inc.ATEN61,215 shares · 0.0% of their software$920KFlat
- Tyler TechnologiesTYL1,955 shares · 0.0% of their software$755KFlat
- Agilysys, Inc.AGYS11,106 shares · 0.0% of their software$735KFlat
- MagniteMGNI94,554 shares · 0.0% of their software · price −$578K$713KFlat
- Q2QTWO21,855 shares · 0.0% of their software$705KNew · +$675K
- UiPathPATH40,804 shares · 0.0% of their software$698KFlat
- Rapid7RPD14,886 shares · 0.0% of their software$681KFlat
- SS&CSSNC12,588 shares · 0.0% of their software$661KFlat
- NICENICE3,859 shares · 0.0% of their software$656KFlat
- VaronisVRNS21,179 shares · 0.0% of their software$647KFlat
- Grab Holdings LimitedGRAB177,731 shares · 0.0% of their software$629KFlat
- AppFolioAPPF3,329 shares · 0.0% of their software$608KFlat
- WixWIX6,143 shares · 0.0% of their software$564KFlat
- Alarm.com Holdings, Inc.ALRM8,760 shares · 0.0% of their software$536KFlat
- ACI WorldwideACIW21,653 shares · 0.0% of their software$488KFlat
- Sprout SocialSPT9,459 shares · 0.0% of their software$472KFlat
- BlackLineBL8,366 shares · 0.0% of their software$464KNew · Flat
- FreshworksFRSH22,775 shares · 0.0% of their software$454KFlat
- ToastTOST21,024 shares · 0.0% of their software$394KFlat
- Thryv Holdings, Inc.THRY20,814 shares · 0.0% of their software$391KFlat
- FastlyFSLY19,746 shares · 0.0% of their software$379KNew · Flat
- MorningstarMORN1,582 shares · 0.0% of their software$371KFlat
- monday.comMNDY2,290 shares · 0.0% of their software$365KFlat
- BlackBerry LimitedBB72,100 shares · 0.0% of their software$341KFlat
- SmartRent, Inc.SMRT114,342 shares · 0.0% of their software$298KFlat
- ZoomInfoZI17,967 shares · 0.0% of their software$295K—
- UnityU9,052 shares · 0.0% of their software$284KFlat
- Global-EGLBE7,135 shares · 0.0% of their software$284KNew · Flat
- Mitek Systems, Inc.MITK25,929 shares · 0.0% of their software$278KFlat
- GitLabGTLB5,610 shares · 0.0% of their software$254KFlat
- Sabre CorporationSABR54,292 shares · 0.0% of their software$244KFlat
- WorkivaWK2,280 shares · 0.0% of their software$231KFlat
- LightspeedLSPD16,086 shares · 0.0% of their software$226KFlat
- SamsaraIOT8,060 shares · 0.0% of their software$203KNew · Flat
- Paysafe LimitedPSFE16,742 shares · 0.0% of their software$201KFlat
- Agora, Inc.API43,313 shares · 0.0% of their software$110KFlat
- Ribbon Communications Inc.RBBN39,493 shares · 0.0% of their software$106KFlat
- Kingsoft Cloud Holdings LimitedKC18,592 shares · 0.0% of their software$92KFlat
- CS Disco, Inc.LAW12,984 shares · 0.0% of their software$86KNew · Flat
- Rekor Systems, Inc.REKR22,491 shares · 0.0% of their software$63KNew · Flat
- Telos CorporationTLS19,134 shares · 0.0% of their software$46KFlat
- Tuya Inc.TUYA29,178 shares · 0.0% of their software$45KFlat
- Rackspace Technology, Inc.RXT17,338 shares · 0.0% of their software$41KNew · Flat