Generalist · Kansas City, MO
American Century Companies
Q4 2023 · compared with Q3 2023
Filed as American Century Companies INC
- Software
- $16.5B
- Weight of 13F
- 11.4%
- Names
- 158
- Net bought
- +$455M
Filed 13 February 2024 · SEC filing.
2,785 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
- MicrosoftMSFT17,041,461 shares · 38.8% of their software · price +$1.0B$6.4B−$136M
- SalesforceCRM4,362,081 shares · 7.0% of their software · price +$263M$1.1B+$236M
- DatadogDDOG4,036,865 shares · 3.0% of their software · price +$122M$490M+$30.0M
- Fair IsaacFICO382,123 shares · 2.7% of their software · price +$113M$445M+$13.3M
- OktaOKTA4,819,997 shares · 2.6% of their software · price +$43.5M$436M+$39.7M
- WorkdayWDAY1,541,622 shares · 2.6% of their software · price +$94.4M$426M−$11.1M
- CadenceCDNS1,441,031 shares · 2.4% of their software · price +$54.9M$392MFlat
- ZscalerZS1,770,735 shares · 2.4% of their software · price +$117M$392M+$79.1M
- CrowdStrikeCRWD1,392,981 shares · 2.2% of their software · price +$122M$356M+$87.2M
- Uber Technologies, Inc.UBER5,282,681 shares · 2.0% of their software · price +$82.3M$325M+$21.8M
- F5, Inc.FFIV1,680,510 shares · 1.8% of their software · price +$30.0M$301MFlat
- ServiceNowNOW400,618 shares · 1.7% of their software · price +$59.1M$283M−$93.7M
- Roper Technologies, Inc.ROP502,018 shares · 1.7% of their software · price +$30.6M$274M−$9.4M
- Automatic Data Processing, Inc.ADP1,076,139 shares · 1.5% of their software · price −$8.2M$251M−$15.7M
- DocuSignDOCU4,034,585 shares · 1.5% of their software · price +$70.4M$240M+$6.1M
- DynatraceDT4,061,791 shares · 1.3% of their software · price +$32.3M$222M+$77.1M
- Manhattan AssociatesMANH1,004,503 shares · 1.3% of their software · price +$17.7M$216M+$13.5M
- HubSpotHUBS363,689 shares · 1.3% of their software · price +$32.0M$211M−$28.7M
- AdobeADBE348,497 shares · 1.3% of their software · price +$30.2M$208M+$8.0M
- CoStarCSGP2,377,312 shares · 1.3% of their software · price +$25.0M$208M−$19.3M
- Block, Inc.XYZ2,526,450 shares · 1.2% of their software · price +$83.6M$195MFlat
- Amdocs LimitedDOX1,959,868 shares · 1.0% of their software · price +$6.7M$172M−$1.7M
- EVERTEC, Inc.EVTC4,126,933 shares · 1.0% of their software · price +$15.5M$169M+$6.0M
- PalantirPLTR9,037,617 shares · 0.9% of their software · price +$10.6M$155M+$29.9M
- AtlassianTEAM644,363 shares · 0.9% of their software · price +$23.4M$153M+$43.2M
- SynopsysSNPS291,059 shares · 0.9% of their software · price +$16.3M$150M+$78.4M
- SnowflakeSNOW694,513 shares · 0.8% of their software · price +$32.1M$138M+$34.4M
- TeradataTDC3,024,454 shares · 0.8% of their software · price −$4.6M$132M+$19.7M
- Euronet Worldwide, Inc.EEFT1,133,948 shares · 0.7% of their software · price +$25.1M$115M+$13.1M
- Palo Alto NetworksPANW388,024 shares · 0.7% of their software · price +$23.5M$114M−$15.0M
- AutodeskADSK464,213 shares · 0.7% of their software · price +$17.0M$113M+$15.8M
- VeriskVRSK459,652 shares · 0.7% of their software · price +$1.2M$110M+$1.1M
- CloudflareNET1,214,651 shares · 0.6% of their software · price +$24.6M$101MFlat
- The Trade DeskTTD1,396,558 shares · 0.6% of their software · price −$8.6M$100M−$13.1M
- PaycomPAYC444,937 shares · 0.6% of their software · price −$23.4M$92.0M−$180M
- VeevaVEEV407,175 shares · 0.5% of their software · price −$4.5M$78.4M+$42.2M
- SPS CommerceSPSC390,220 shares · 0.5% of their software · price +$9.1M$75.6M−$1.6M
- GuidewireGWRE664,701 shares · 0.4% of their software · price +$12.7M$72.5M+$12.5M
- DuolingoDUOL294,199 shares · 0.4% of their software · price +$17.9M$66.7MFlat
- Five9FIVN813,795 shares · 0.4% of their software · price +$11.7M$64.0M+$29.7M
- TenableTENB1,292,343 shares · 0.4% of their software · price +$1.6M$59.5M−$22.4M
- DoubleVerifyDV1,548,727 shares · 0.3% of their software · price +$13.7M$57.0M+$13.7M
- Donnelley Financial Solutions, Inc.DFIN885,672 shares · 0.3% of their software · price +$5.4M$55.2M−$5.4M
- MongoDBMDB128,351 shares · 0.3% of their software · price +$8.1M$52.5M+$42.7M
- InterDigital, Inc.IDCC432,485 shares · 0.3% of their software · price +$12.2M$46.9M+$4.2M
- TwilioTWLO555,303 shares · 0.3% of their software · price +$9.6M$42.1MFlat
- Shift4 Payments, Inc.FOUR551,605 shares · 0.2% of their software · price +$10.5M$41.0MFlat
- ShopifySHOP499,675 shares · 0.2% of their software · price +$11.7M$38.9M+$24.6M
- OracleORCL358,092 shares · 0.2% of their software$37.8M−$2.9M
- IntuitINTU52,119 shares · 0.2% of their software · price +$5.9M$32.6M−$5.4M
- PagerDutyPD1,378,651 shares · 0.2% of their software · price +$910K$31.9MFlat
- Upbound Group, Inc.UPBD778,346 shares · 0.2% of their software · price +$3.5M$26.4M+$1.4M
- FortinetFTNT434,120 shares · 0.2% of their software$25.4MNew · +$25.5M
- BlackbaudBLKB263,491 shares · 0.1% of their software · price +$4.3M$22.8M−$3.1M
- PaylocityPCTY138,562 shares · 0.1% of their software · price −$2.3M$22.8M−$38.7M
- nCinoNCNO660,124 shares · 0.1% of their software · price +$1.2M$22.2M+$1.4M
- BILLBILL251,166 shares · 0.1% of their software · price −$6.8M$20.5M−$20.7M
- JFrogFROG562,943 shares · 0.1% of their software · price +$5.2M$19.5M−$963K
- QualysQLYS86,577 shares · 0.1% of their software · price +$3.8M$17.0M+$1.7M
- VeriSign, Inc.VRSN82,235 shares · 0.1% of their software$16.9MNew · +$16.7M
- Repay Holdings CorporationRPAY1,832,391 shares · 0.1% of their software · price +$1.7M$15.6M+$5.4M
- SchrödingerSDGR409,738 shares · 0.1% of their software · price +$3.1M$14.7M+$3.7M
- DescartesDSGX148,447 shares · 0.1% of their software · price +$1.6M$12.5M−$529K
- DoceboDCBO239,602 shares · 0.1% of their software · price +$1.9M$11.6M−$512K
- KlaviyoKVYO378,371 shares · 0.1% of their software · price −$2.5M$10.5M+$6.2M
- DropboxDBX347,662 shares · 0.1% of their software · price +$782K$10.2MFlat
- SAPSAP65,850 shares · 0.1% of their software · price +$1.7M$10.2M+$898K
- Paychex, Inc.PAYX85,439 shares · 0.1% of their software$10.2M+$1.0M
- AkamaiAKAM68,143 shares · 0.0% of their software · price +$805K$8.1M+$2.3M
- ePlus inc.PLUS97,180 shares · 0.0% of their software · price +$1.6M$7.8M+$2.4M
- Health CatalystHCAT656,336 shares · 0.0% of their software · price −$564K$6.1MFlat
- ElasticESTC49,975 shares · 0.0% of their software · price +$1.6M$5.6M+$3.1M
- DoximityDOCS185,417 shares · 0.0% of their software · price +$1.3M$5.2M−$2.6M
- NetApp, Inc.NTAP57,259 shares · 0.0% of their software · price +$703K$5.0M+$982K
- PubMaticPUBM286,344 shares · 0.0% of their software · price +$1.2M$4.7MFlat
- OpenTextOTEX103,646 shares · 0.0% of their software · price +$717K$4.4M+$614K
- BroadridgeBR18,584 shares · 0.0% of their software$3.8MFlat
- FactSetFDS7,880 shares · 0.0% of their software$3.8MFlat
- Fiserv, Inc.FISV26,972 shares · 0.0% of their software · price +$536K$3.6MFlat
- PagSeguro Digital Ltd.PAGS282,752 shares · 0.0% of their software · price +$1.1M$3.5M+$1.2M
- ZoomZM45,824 shares · 0.0% of their software$3.3MFlat
- NutanixNTNX68,338 shares · 0.0% of their software · price +$875K$3.3M+$1.2M
- Immersion CorporationIMMR458,767 shares · 0.0% of their software$3.2MFlat
- GoDaddyGDDY26,941 shares · 0.0% of their software · price +$853K$2.9M+$931K
- UiPathPATH100,064 shares · 0.0% of their software · price +$773K$2.5M+$1.0M
- ProgressPRGS43,175 shares · 0.0% of their software$2.3M+$630K
- LiveRamp Holdings, Inc.RAMP60,526 shares · 0.0% of their software · price +$547K$2.3MFlat
- Check PointCHKP14,584 shares · 0.0% of their software$2.2M+$637K
- CommvaultCVLT26,577 shares · 0.0% of their software$2.1MFlat
- WEX Inc.WEX8,994 shares · 0.0% of their software$1.7MFlat
- Payoneer Global Inc.PAYO329,204 shares · 0.0% of their software$1.7M+$614K
- PTCPTC9,711 shares · 0.0% of their software$1.7MFlat
- SS&CSSNC26,082 shares · 0.0% of their software$1.6M+$709K
- BoxBOX61,750 shares · 0.0% of their software$1.6MFlat
- MagniteMGNI163,878 shares · 0.0% of their software$1.5M+$523K
- Adeia Inc.ADEA123,252 shares · 0.0% of their software$1.5MFlat
- Bentley SystemsBSY26,081 shares · 0.0% of their software$1.4MFlat
- Rapid7RPD21,593 shares · 0.0% of their software$1.2MFlat
- International Money Express, Inc.IMXI52,517 shares · 0.0% of their software$1.2MNew · +$889K
- A10 Networks, Inc.ATEN81,199 shares · 0.0% of their software$1.1MFlat
- AppLovinAPP26,796 shares · 0.0% of their software$1.1M−$972K
- Agilysys, Inc.AGYS11,957 shares · 0.0% of their software$1.0MFlat
- Gen DigitalGEN43,706 shares · 0.0% of their software$997K−$2.7M
- VaronisVRNS21,796 shares · 0.0% of their software$987KFlat
- Q2QTWO21,855 shares · 0.0% of their software$949KFlat
- Sprout SocialSPT13,733 shares · 0.0% of their software$844KFlat
- Tyler TechnologiesTYL1,989 shares · 0.0% of their software$832KFlat
- WixWIX6,602 shares · 0.0% of their software$812KFlat
- TrimbleTRMB15,104 shares · 0.0% of their software$804KFlat
- NICENICE3,875 shares · 0.0% of their software$773KFlat
- Calix, Inc.CALX17,182 shares · 0.0% of their software$751KNew · +$788K
- BlackLineBL11,635 shares · 0.0% of their software$726KFlat
- PDF Solutions, Inc.PDFS21,951 shares · 0.0% of their software$706KNew · +$711K
- C3.aiAI24,023 shares · 0.0% of their software$690K−$759K
- Alarm.com Holdings, Inc.ALRM10,326 shares · 0.0% of their software$667KFlat
- Strategy IncMSTR1,048 shares · 0.0% of their software$662KNew · Flat
- SentinelOneS24,003 shares · 0.0% of their software$659KNew · Flat
- Grab Holdings LimitedGRAB178,227 shares · 0.0% of their software$601KFlat
- Thryv Holdings, Inc.THRY29,010 shares · 0.0% of their software$590KFlat
- FreshworksFRSH24,935 shares · 0.0% of their software$586KFlat
- AppFolioAPPF3,361 shares · 0.0% of their software$582KFlat
- Xperi Inc.XPER52,487 shares · 0.0% of their software$578K−$1.2M
- monday.comMNDY2,720 shares · 0.0% of their software$511KFlat
- SmartRent, Inc.SMRT160,119 shares · 0.0% of their software$511KFlat
- Mitek Systems, Inc.MITK39,042 shares · 0.0% of their software$509KFlat
- Simulations PlusSLP11,290 shares · 0.0% of their software$505KNew · Flat
- MorningstarMORN1,748 shares · 0.0% of their software$500KFlat
- ProcorePCOR6,875 shares · 0.0% of their software$476K−$2.2M
- ACI WorldwideACIW14,065 shares · 0.0% of their software$430KFlat
- RingCentralRNG11,885 shares · 0.0% of their software$403KNew · Flat
- ToastTOST22,067 shares · 0.0% of their software$403KFlat
- Clear Secure, Inc.YOU18,727 shares · 0.0% of their software$387KNew · Flat
- UnityU8,996 shares · 0.0% of their software$368KFlat
- GitLabGTLB5,820 shares · 0.0% of their software$366KFlat
- FastlyFSLY19,746 shares · 0.0% of their software$351KFlat
- LightspeedLSPD16,466 shares · 0.0% of their software$346KFlat
- ZoomInfoZI18,098 shares · 0.0% of their software$335KFlat
- Paysafe LimitedPSFE25,845 shares · 0.0% of their software$331KFlat
- CourseraCOUR16,614 shares · 0.0% of their software$322K−$979K
- Global-EGLBE7,767 shares · 0.0% of their software$308KFlat
- DigitalOceanDOCN8,241 shares · 0.0% of their software$302KNew · Flat
- Daily Journal CorporationDJCO865 shares · 0.0% of their software$295KNew · Flat
- SamsaraIOT8,060 shares · 0.0% of their software$269KFlat
- 8x8EGHT70,105 shares · 0.0% of their software$265KNew
- WorkivaWK2,554 shares · 0.0% of their software$259KFlat
- NCR Atleos CorporationNATL9,260 shares · 0.0% of their software$225KNew · Flat
- Digital TurbineAPPS31,844 shares · 0.0% of their software$218K−$13.9M
- YextYEXT27,650 shares · 0.0% of their software$163KNew · Flat
- Telos CorporationTLS42,013 shares · 0.0% of their software$153KFlat
- CS Disco, Inc.LAW19,575 shares · 0.0% of their software$149KFlat
- VirTra, Inc.VTSI14,842 shares · 0.0% of their software$141KNew · Flat
- Sabre CorporationSABR28,977 shares · 0.0% of their software$127KFlat
- Ribbon Communications Inc.RBBN43,396 shares · 0.0% of their software$126KFlat
- Agora, Inc.API44,747 shares · 0.0% of their software$118KFlat
- Grindr Inc.GRND12,938 shares · 0.0% of their software$114KNew · Flat
- Asure Software, Inc.ASUR11,450 shares · 0.0% of their software$109KNew · Flat
- Tuya Inc.TUYA29,178 shares · 0.0% of their software$67KFlat
- Rackspace Technology, Inc.RXT21,942 shares · 0.0% of their software$44KFlat