Generalist · Kansas City, MO
American Century Companies
Q1 2024 · compared with Q4 2023
Filed as American Century Companies INC
- Software
- $17.6B
- Weight of 13F
- 11.1%
- Names
- 159
- Net bought
- −$204M
Filed 14 May 2024 · SEC filing.
2,833 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
- MicrosoftMSFT16,910,811 shares · 40.4% of their software · price +$756M$7.1BFlat
- SalesforceCRM4,038,709 shares · 6.9% of their software · price +$154M$1.2B−$85.1M
- DatadogDDOG3,961,503 shares · 2.8% of their software · price +$8.8M$490M−$9.1M
- OktaOKTA4,646,984 shares · 2.8% of their software · price +$65.5M$486M−$15.7M
- CadenceCDNS1,488,161 shares · 2.6% of their software · price +$57.9M$463M+$12.8M
- CrowdStrikeCRWD1,354,485 shares · 2.5% of their software · price +$88.4M$434M−$9.8M
- WorkdayWDAY1,497,246 shares · 2.3% of their software · price −$5.0M$408M−$12.3M
- Fair IsaacFICO323,860 shares · 2.3% of their software · price +$27.7M$405M−$67.8M
- Uber Technologies, Inc.UBER4,991,887 shares · 2.2% of their software · price +$77.0M$384M−$17.9M
- ZscalerZS1,936,117 shares · 2.1% of their software · price −$56.0M$373M+$36.6M
- ServiceNowNOW396,142 shares · 1.7% of their software · price +$22.1M$302M−$3.2M
- F5, Inc.FFIV1,546,476 shares · 1.7% of their software · price +$16.4M$293M−$24.0M
- Block, Inc.XYZ3,385,306 shares · 1.6% of their software · price +$24.5M$286M+$66.4M
- DynatraceDT5,918,951 shares · 1.6% of their software · price −$48.8M$275M+$102M
- Roper Technologies, Inc.ROP486,798 shares · 1.6% of their software · price +$7.6M$273M−$8.3M
- DocuSignDOCU4,024,374 shares · 1.4% of their software$240MFlat
- HubSpotHUBS379,764 shares · 1.4% of their software · price +$17.5M$238M+$9.3M
- Manhattan AssociatesMANH933,789 shares · 1.3% of their software · price +$32.6M$234M−$15.2M
- Automatic Data Processing, Inc.ADP838,617 shares · 1.2% of their software · price +$14.1M$209M−$55.3M
- SynopsysSNPS344,362 shares · 1.1% of their software · price +$19.5M$197M+$27.4M
- CoStarCSGP2,013,476 shares · 1.1% of their software · price +$18.5M$195M−$31.8M
- AdobeADBE355,778 shares · 1.0% of their software · price −$32.7M$180M+$4.3M
- Amdocs LimitedDOX1,845,329 shares · 0.9% of their software · price +$4.6M$167M−$10.1M
- EVERTEC, Inc.EVTC4,162,293 shares · 0.9% of their software · price −$4.3M$166MFlat
- PalantirPLTR6,904,697 shares · 0.9% of their software · price +$40.3M$159M−$36.6M
- AtlassianTEAM748,269 shares · 0.8% of their software · price −$32.0M$146M+$24.7M
- TeradataTDC3,300,199 shares · 0.7% of their software · price −$16.0M$128M+$12.0M
- AutodeskADSK488,674 shares · 0.7% of their software · price +$8.3M$127M+$6.0M
- The Trade DeskTTD1,417,539 shares · 0.7% of their software · price +$21.9M$124M+$1.5M
- Euronet Worldwide, Inc.EEFT1,058,130 shares · 0.7% of their software · price +$8.9M$116M−$7.7M
- CloudflareNET1,117,504 shares · 0.6% of their software · price +$15.2M$108M−$8.1M
- SnowflakeSNOW668,431 shares · 0.6% of their software · price −$25.0M$108M−$5.2M
- VeriskVRSK432,509 shares · 0.6% of their software · price −$1.4M$102M−$6.5M
- VeevaVEEV432,991 shares · 0.6% of their software · price +$17.0M$100M+$5.0M
- PaycomPAYC466,534 shares · 0.5% of their software · price −$3.6M$92.8M+$4.5M
- DuolingoDUOL398,790 shares · 0.5% of their software · price −$2.5M$88.0M+$23.7M
- SPS CommerceSPSC397,225 shares · 0.4% of their software · price −$3.6M$73.4M+$1.4M
- ShopifySHOP897,014 shares · 0.4% of their software · price −$655K$69.2M+$31.0M
- GuidewireGWRE592,986 shares · 0.4% of their software · price +$4.5M$69.2M−$7.8M
- TenableTENB1,288,238 shares · 0.4% of their software · price +$4.3M$63.7MFlat
- Donnelley Financial Solutions, Inc.DFIN999,889 shares · 0.4% of their software$62.0M+$7.1M
- MongoDBMDB167,644 shares · 0.3% of their software · price −$8.4M$60.1M+$16.1M
- InterDigital, Inc.IDCC522,084 shares · 0.3% of their software · price −$1.1M$55.6M+$9.7M
- Five9FIVN736,503 shares · 0.3% of their software · price −$12.2M$45.7M−$6.1M
- DoubleVerifyDV1,209,250 shares · 0.2% of their software · price −$2.0M$42.5M−$12.5M
- OracleORCL329,597 shares · 0.2% of their software · price +$6.7M$41.4M−$3.0M
- Shift4 Payments, Inc.FOUR555,418 shares · 0.2% of their software · price −$4.6M$36.7MFlat
- TwilioTWLO563,962 shares · 0.2% of their software · price −$8.3M$34.5M+$657K
- PagerDutyPD1,378,095 shares · 0.2% of their software · price −$648K$31.3MFlat
- IntuitINTU46,541 shares · 0.2% of their software · price +$1.2M$30.3M−$3.5M
- Palo Alto NetworksPANW103,349 shares · 0.2% of their software · price −$1.1M$29.4M−$83.9M
- FortinetFTNT418,577 shares · 0.2% of their software · price +$4.1M$28.6M−$910K
- nCinoNCNO709,612 shares · 0.2% of their software · price +$2.7M$26.5M+$1.7M
- Repay Holdings CorporationRPAY2,374,049 shares · 0.1% of their software · price +$5.8M$26.1M+$4.6M
- PaylocityPCTY133,134 shares · 0.1% of their software · price +$933K$22.9M−$895K
- ePlus inc.PLUS277,558 shares · 0.1% of their software$21.8M+$14.4M
- JFrogFROG488,078 shares · 0.1% of their software · price +$4.7M$21.6M−$2.6M
- Upbound Group, Inc.UPBD590,871 shares · 0.1% of their software · price +$733K$20.8M−$6.4M
- KlaviyoKVYO633,442 shares · 0.1% of their software · price −$1.5M$16.1M+$7.1M
- QualysQLYS95,187 shares · 0.1% of their software · price −$2.8M$15.9M+$1.7M
- SAPSAP72,040 shares · 0.1% of their software · price +$2.9M$14.0M+$957K
- DescartesDSGX147,554 shares · 0.1% of their software · price +$1.1M$13.5MFlat
- Paychex, Inc.PAYX103,502 shares · 0.1% of their software$12.7M+$2.2M
- BILLBILL170,564 shares · 0.1% of their software · price −$2.2M$11.7M−$6.6M
- AppLovinAPP129,043 shares · 0.1% of their software · price +$3.8M$8.9M+$4.1M
- NetApp, Inc.NTAP81,775 shares · 0.0% of their software · price +$1.4M$8.6M+$2.2M
- DoceboDCBO166,716 shares · 0.0% of their software$8.2M−$3.5M
- VTEXVTEX991,297 shares · 0.0% of their software · price +$1.3M$8.1MNew · +$6.8M
- PubMaticPUBM290,127 shares · 0.0% of their software · price +$2.1M$6.9MFlat
- Corpay, Inc.CPAY21,845 shares · 0.0% of their software · price +$566K$6.7MNew · +$6.2M
- DoximityDOCS207,986 shares · 0.0% of their software$5.6M+$633K
- PagSeguro Digital Ltd.PAGS375,760 shares · 0.0% of their software · price +$680K$5.4M+$1.2M
- Health CatalystHCAT673,998 shares · 0.0% of their software · price −$1.2M$5.1MFlat
- PTCPTC25,699 shares · 0.0% of their software$4.9M+$2.8M
- BroadridgeBR23,048 shares · 0.0% of their software$4.7M+$918K
- Fiserv, Inc.FISV28,708 shares · 0.0% of their software · price +$775K$4.6MFlat
- AkamaiAKAM41,468 shares · 0.0% of their software$4.5M−$3.2M
- FactSetFDS9,390 shares · 0.0% of their software$4.3M+$720K
- ZoomZM63,893 shares · 0.0% of their software$4.2M+$1.3M
- Immersion CorporationIMMR557,885 shares · 0.0% of their software$4.2M+$700K
- DropboxDBX170,008 shares · 0.0% of their software · price −$881K$4.1M−$5.2M
- GoDaddyGDDY31,720 shares · 0.0% of their software$3.8M+$507K
- PegasystemsPEGA54,053 shares · 0.0% of their software · price +$853K$3.5MNew · +$2.6M
- VeriSign, Inc.VRSN17,346 shares · 0.0% of their software$3.3M−$13.4M
- OpenTextOTEX81,744 shares · 0.0% of their software$3.2M−$920K
- ProgressPRGS57,418 shares · 0.0% of their software$3.1M+$773K
- Strategy IncMSTR1,737 shares · 0.0% of their software · price +$1.9M$3.0MFlat
- ElasticESTC27,633 shares · 0.0% of their software$2.8M−$2.5M
- Check PointCHKP16,190 shares · 0.0% of their software$2.7MFlat
- CommvaultCVLT24,727 shares · 0.0% of their software · price +$534K$2.5MFlat
- WEX Inc.WEX10,357 shares · 0.0% of their software$2.5MFlat
- NutanixNTNX39,259 shares · 0.0% of their software · price +$551K$2.4M−$1.4M
- Payoneer Global Inc.PAYO481,263 shares · 0.0% of their software$2.3M+$792K
- International Money Express, Inc.IMXI102,192 shares · 0.0% of their software$2.3M+$1.1M
- MagniteMGNI215,015 shares · 0.0% of their software$2.3MFlat
- UiPathPATH101,749 shares · 0.0% of their software$2.3MFlat
- LiveRamp Holdings, Inc.RAMP61,495 shares · 0.0% of their software$2.1MFlat
- Adeia Inc.ADEA160,169 shares · 0.0% of their software$1.7MFlat
- BoxBOX58,918 shares · 0.0% of their software$1.7MFlat
- Bentley SystemsBSY31,723 shares · 0.0% of their software$1.7MFlat
- VaronisVRNS30,473 shares · 0.0% of their software$1.4MFlat
- A10 Networks, Inc.ATEN104,845 shares · 0.0% of their software$1.4MFlat
- Rapid7RPD23,280 shares · 0.0% of their software$1.1MFlat
- NICENICE4,280 shares · 0.0% of their software$1.1MFlat
- GitLabGTLB18,880 shares · 0.0% of their software$1.1M+$822K
- Q2QTWO19,869 shares · 0.0% of their software$1.0MFlat
- Calix, Inc.CALX30,388 shares · 0.0% of their software$1.0M+$577K
- Gen DigitalGEN44,319 shares · 0.0% of their software$993KFlat
- SentinelOneS41,176 shares · 0.0% of their software$960KFlat
- BlackLineBL14,831 shares · 0.0% of their software$958KFlat
- Alarm.com Holdings, Inc.ALRM13,187 shares · 0.0% of their software$956KFlat
- SS&CSSNC14,785 shares · 0.0% of their software$952K−$690K
- Agilysys, Inc.AGYS11,273 shares · 0.0% of their software$950KFlat
- VirTra, Inc.VTSI90,771 shares · 0.0% of their software$933K+$719K
- Tyler TechnologiesTYL2,055 shares · 0.0% of their software$873KFlat
- Thryv Holdings, Inc.THRY39,166 shares · 0.0% of their software$871KFlat
- WixWIX6,290 shares · 0.0% of their software$865KFlat
- Grab Holdings LimitedGRAB273,238 shares · 0.0% of their software$858KFlat
- AppFolioAPPF3,374 shares · 0.0% of their software$833KFlat
- TrimbleTRMB12,560 shares · 0.0% of their software$808KFlat
- Xperi Inc.XPER66,832 shares · 0.0% of their software$806KFlat
- Mitek Systems, Inc.MITK53,994 shares · 0.0% of their software$761KFlat
- MorningstarMORN2,437 shares · 0.0% of their software$751KFlat
- Sprout SocialSPT12,358 shares · 0.0% of their software$738KFlat
- NCR Atleos CorporationNATL35,237 shares · 0.0% of their software$696K+$631K
- PDF Solutions, Inc.PDFS17,702 shares · 0.0% of their software$596KFlat
- monday.comMNDY2,629 shares · 0.0% of their software$594KFlat
- Clear Secure, Inc.YOU27,525 shares · 0.0% of their software$585KFlat
- SmartRent, Inc.SMRT214,088 shares · 0.0% of their software$574KFlat
- Paysafe LimitedPSFE36,318 shares · 0.0% of their software$573KFlat
- ProcorePCOR6,978 shares · 0.0% of their software$573KFlat
- C3.aiAI21,015 shares · 0.0% of their software$569KFlat
- FreshworksFRSH30,940 shares · 0.0% of their software$563KFlat
- ToastTOST22,193 shares · 0.0% of their software$553KFlat
- Daily Journal CorporationDJCO1,440 shares · 0.0% of their software$521KFlat
- Simulations PlusSLP11,994 shares · 0.0% of their software$494KFlat
- ACI WorldwideACIW14,092 shares · 0.0% of their software$468KFlat
- RingCentralRNG13,061 shares · 0.0% of their software$454KFlat
- YextYEXT73,721 shares · 0.0% of their software$445KFlat
- BlackbaudBLKB4,848 shares · 0.0% of their software$359K−$22.4M
- 8x8EGHT126,703 shares · 0.0% of their software$342K—
- SamsaraIOT8,722 shares · 0.0% of their software$330KFlat
- ZoomInfoZI19,776 shares · 0.0% of their software$317K—
- DigitalOceanDOCN8,259 shares · 0.0% of their software$315KFlat
- Ribbon Communications Inc.RBBN95,756 shares · 0.0% of their software$306KFlat
- Telos CorporationTLS71,759 shares · 0.0% of their software$299KFlat
- Global-EGLBE7,767 shares · 0.0% of their software$282KFlat
- Lyft, Inc.LYFT13,346 shares · 0.0% of their software$258KNew · Flat
- UnityU9,099 shares · 0.0% of their software$243KFlat
- CS Disco, Inc.LAW27,548 shares · 0.0% of their software$224KFlat
- Dave Inc.DAVE5,895 shares · 0.0% of their software$219KNew · Flat
- WorkivaWK2,574 shares · 0.0% of their software$218KFlat
- CourseraCOUR14,526 shares · 0.0% of their software$204KFlat
- Asure Software, Inc.ASUR22,389 shares · 0.0% of their software$174KFlat
- Digital TurbineAPPS51,056 shares · 0.0% of their software$134KFlat
- Agora, Inc.API44,747 shares · 0.0% of their software$112KFlat
- PowerFleet, Inc.AIOT18,497 shares · 0.0% of their software$99KNew · Flat
- Sabre CorporationSABR29,067 shares · 0.0% of their software$70KFlat
- Tuya Inc.TUYA29,178 shares · 0.0% of their software$51KFlat