Generalist · Kansas City, MO
American Century Companies
Q2 2024 · compared with Q1 2024
Filed as American Century Companies INC
- Software
- $18.1B
- Weight of 13F
- 11.1%
- Names
- 161
- Net bought
- +$523M
Filed 7 August 2024 · SEC filing.
2,793 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
- MicrosoftMSFT16,799,473 shares · 41.6% of their software · price +$441M$7.5BFlat
- SalesforceCRM3,729,962 shares · 5.3% of their software · price −$164M$959M−$93.0M
- DatadogDDOG4,458,128 shares · 3.2% of their software · price +$27.2M$578M+$61.4M
- ZscalerZS2,721,294 shares · 2.9% of their software · price −$1.2M$523M+$151M
- Fair IsaacFICO345,628 shares · 2.9% of their software · price +$82.6M$515M+$27.2M
- OktaOKTA5,078,881 shares · 2.6% of their software · price −$55.9M$475M+$45.2M
- Uber Technologies, Inc.UBER5,630,654 shares · 2.3% of their software · price −$24.3M$409M+$49.2M
- CadenceCDNS1,315,516 shares · 2.2% of their software · price −$4.6M$405M−$53.7M
- CrowdStrikeCRWD1,028,916 shares · 2.2% of their software · price +$64.4M$394M−$104M
- Roper Technologies, Inc.ROP605,769 shares · 1.9% of their software · price +$1.7M$341M+$66.7M
- DynatraceDT6,701,539 shares · 1.7% of their software · price −$11.4M$300M+$36.3M
- F5, Inc.FFIV1,709,296 shares · 1.6% of their software · price −$29.7M$294M+$30.9M
- Block, Inc.XYZ4,541,457 shares · 1.6% of their software · price −$91.2M$293M+$97.8M
- WorkdayWDAY1,186,065 shares · 1.5% of their software · price −$58.3M$265M−$84.9M
- ServiceNowNOW323,258 shares · 1.4% of their software · price +$7.8M$254M−$55.6M
- Manhattan AssociatesMANH923,926 shares · 1.3% of their software · price −$3.3M$228M−$2.5M
- DocuSignDOCU4,099,400 shares · 1.2% of their software · price −$24.8M$219M+$4.5M
- AdobeADBE382,397 shares · 1.2% of their software · price +$19.5M$212M+$13.4M
- HubSpotHUBS334,266 shares · 1.1% of their software · price −$12.3M$197M−$28.5M
- SynopsysSNPS315,372 shares · 1.0% of their software · price +$7.4M$188M−$16.6M
- Amdocs LimitedDOX1,991,086 shares · 0.9% of their software · price −$22.8M$157M+$13.2M
- The Trade DeskTTD1,577,445 shares · 0.9% of their software · price +$16.2M$154M+$14.0M
- OracleORCL1,067,682 shares · 0.8% of their software · price +$16.6M$151M+$92.7M
- MongoDBMDB601,274 shares · 0.8% of their software · price −$65.3M$150M+$156M
- Automatic Data Processing, Inc.ADP609,389 shares · 0.8% of their software · price −$6.7M$145M−$57.2M
- EVERTEC, Inc.EVTC4,370,476 shares · 0.8% of their software · price −$29.1M$145M+$8.3M
- VeriskVRSK525,364 shares · 0.8% of their software · price +$17.8M$142M+$21.9M
- PalantirPLTR5,275,973 shares · 0.7% of their software · price +$12.2M$134M−$37.5M
- CloudflareNET1,394,732 shares · 0.6% of their software · price −$19.5M$116M+$26.8M
- TeradataTDC3,293,088 shares · 0.6% of their software · price −$13.5M$114MFlat
- Corpay, Inc.CPAY400,662 shares · 0.6% of their software · price −$16.9M$107M+$117M
- DuolingoDUOL498,957 shares · 0.6% of their software · price −$5.9M$104M+$22.1M
- Euronet Worldwide, Inc.EEFT986,270 shares · 0.6% of their software · price −$6.3M$102M−$7.9M
- SnowflakeSNOW707,397 shares · 0.5% of their software · price −$18.8M$95.6M+$6.3M
- ShopifySHOP1,444,714 shares · 0.5% of their software · price −$16.1M$95.4M+$42.3M
- AtlassianTEAM527,223 shares · 0.5% of their software · price −$9.6M$93.3M−$43.1M
- VeevaVEEV453,505 shares · 0.5% of their software · price −$22.1M$83.0M+$4.8M
- CoStarCSGP1,100,521 shares · 0.5% of their software · price −$24.7M$81.6M−$88.2M
- GuidewireGWRE579,231 shares · 0.4% of their software · price +$12.3M$79.9M−$1.6M
- Fiserv, Inc.FISV500,239 shares · 0.4% of their software · price −$5.4M$74.6M+$75.4M
- Q2QTWO1,210,143 shares · 0.4% of their software · price +$9.4M$73.0M+$62.6M
- InterDigital, Inc.IDCC592,963 shares · 0.4% of their software · price +$6.0M$69.1M+$7.5M
- Donnelley Financial Solutions, Inc.DFIN1,152,756 shares · 0.4% of their software · price −$2.8M$68.7M+$9.5M
- TenableTENB1,372,854 shares · 0.3% of their software · price −$8.0M$59.8M+$4.2M
- Shift4 Payments, Inc.FOUR717,526 shares · 0.3% of their software · price +$5.2M$52.6M+$10.7M
- JFrogFROG1,330,034 shares · 0.3% of their software · price −$8.9M$49.9M+$37.2M
- Palo Alto NetworksPANW111,323 shares · 0.2% of their software · price +$6.1M$37.7M+$2.3M
- SPS CommerceSPSC199,637 shares · 0.2% of their software · price +$651K$37.6M−$36.5M
- ePlus inc.PLUS487,069 shares · 0.2% of their software · price −$2.4M$35.9M+$16.5M
- AutodeskADSK143,583 shares · 0.2% of their software · price −$1.9M$35.5M−$89.9M
- IntuitINTU51,454 shares · 0.2% of their software$33.8M+$3.2M
- TwilioTWLO564,561 shares · 0.2% of their software · price −$2.5M$32.1MFlat
- PagerDutyPD1,378,131 shares · 0.2% of their software$31.6MFlat
- FortinetFTNT480,525 shares · 0.2% of their software · price −$3.9M$29.0M+$4.2M
- nCinoNCNO917,304 shares · 0.2% of their software · price −$5.4M$28.8M+$7.8M
- WaystarWAY1,318,932 shares · 0.2% of their software$28.4MNew · +$28.4M
- Repay Holdings CorporationRPAY2,532,717 shares · 0.1% of their software · price −$1.1M$26.7M+$1.7M
- DescartesDSGX243,985 shares · 0.1% of their software · price +$1.3M$23.6M+$8.8M
- StoneCo Ltd.STNE1,958,543 shares · 0.1% of their software · price −$9.0M$23.5MNew · +$32.5M
- Agilysys, Inc.AGYS221,109 shares · 0.1% of their software · price +$4.4M$23.0M+$17.7M
- Five9FIVN510,727 shares · 0.1% of their software · price −$9.2M$22.5M−$14.0M
- GoDaddyGDDY150,451 shares · 0.1% of their software · price +$3.2M$21.0M+$14.1M
- AppLovinAPP232,378 shares · 0.1% of their software · price +$3.3M$19.3M+$7.2M
- Global-EGLBE506,746 shares · 0.1% of their software$18.4M+$18.1M
- Paychex, Inc.PAYX154,587 shares · 0.1% of their software · price −$655K$18.3M+$6.3M
- PaylocityPCTY133,921 shares · 0.1% of their software · price −$5.4M$17.7MFlat
- PagSeguro Digital Ltd.PAGS1,320,420 shares · 0.1% of their software · price −$3.4M$15.4M+$13.5M
- SAPSAP76,077 shares · 0.1% of their software · price +$508K$15.3M+$787K
- QualysQLYS105,218 shares · 0.1% of their software · price −$2.6M$15.0M+$1.7M
- KlaviyoKVYO470,156 shares · 0.1% of their software$11.7M−$4.2M
- NutanixNTNX204,934 shares · 0.1% of their software · price −$998K$11.7M+$10.2M
- VTEXVTEX1,329,824 shares · 0.1% of their software · price −$1.2M$9.7M+$2.8M
- DoceboDCBO237,575 shares · 0.1% of their software · price −$2.5M$9.2M+$3.5M
- Payoneer Global Inc.PAYO1,643,744 shares · 0.1% of their software · price +$1.1M$9.1M+$5.6M
- BILLBILL171,273 shares · 0.0% of their software · price −$2.8M$9.0MFlat
- NetApp, Inc.NTAP65,380 shares · 0.0% of their software · price +$1.6M$8.4M−$1.7M
- PaycomPAYC45,805 shares · 0.0% of their software · price −$2.6M$6.6M−$83.7M
- Upbound Group, Inc.UPBD211,520 shares · 0.0% of their software · price −$954K$6.5M−$13.4M
- PubMaticPUBM316,514 shares · 0.0% of their software · price −$1.1M$6.4M+$626K
- DoximityDOCS209,772 shares · 0.0% of their software$5.9MFlat
- Immersion CorporationIMMR588,995 shares · 0.0% of their software · price +$1.1M$5.5MFlat
- VeriSign, Inc.VRSN29,867 shares · 0.0% of their software$5.3M+$2.4M
- BroadridgeBR24,232 shares · 0.0% of their software$4.8MFlat
- Health CatalystHCAT683,464 shares · 0.0% of their software · price −$779K$4.4MFlat
- PegasystemsPEGA70,371 shares · 0.0% of their software$4.3M+$1.1M
- FactSetFDS10,188 shares · 0.0% of their software$4.2MFlat
- ZoomZM69,491 shares · 0.0% of their software$4.1MFlat
- AkamaiAKAM43,851 shares · 0.0% of their software · price −$819K$4.0MFlat
- DropboxDBX167,065 shares · 0.0% of their software$3.8MFlat
- ProgressPRGS65,506 shares · 0.0% of their software$3.6MFlat
- ElasticESTC30,410 shares · 0.0% of their software$3.5MFlat
- MagniteMGNI247,349 shares · 0.0% of their software · price +$628K$3.3MFlat
- CommvaultCVLT25,499 shares · 0.0% of their software · price +$514K$3.1MFlat
- International Money Express, Inc.IMXI147,260 shares · 0.0% of their software$3.1M+$1.0M
- Check PointCHKP18,110 shares · 0.0% of their software$3.0MFlat
- Strategy IncMSTR2,098 shares · 0.0% of their software · price −$686K$2.9M+$615K
- OpenTextOTEX92,871 shares · 0.0% of their software · price −$816K$2.8MFlat
- PTCPTC13,700 shares · 0.0% of their software$2.5M−$2.3M
- Adeia Inc.ADEA181,469 shares · 0.0% of their software$2.0MFlat
- WEX Inc.WEX10,425 shares · 0.0% of their software · price −$630K$1.8MFlat
- A10 Networks, Inc.ATEN124,755 shares · 0.0% of their software$1.7MFlat
- Bentley SystemsBSY33,528 shares · 0.0% of their software$1.7MFlat
- MorningstarMORN5,115 shares · 0.0% of their software$1.5M+$826K
- UiPathPATH110,910 shares · 0.0% of their software · price −$1.1M$1.4MFlat
- VaronisVRNS26,475 shares · 0.0% of their software$1.3MFlat
- Rapid7RPD28,791 shares · 0.0% of their software$1.2MFlat
- BoxBOX42,809 shares · 0.0% of their software$1.1MFlat
- Tyler TechnologiesTYL2,185 shares · 0.0% of their software$1.1MFlat
- WorkivaWK14,933 shares · 0.0% of their software$1.1M+$1.0M
- RingCentralRNG38,622 shares · 0.0% of their software$1.1M+$888K
- Calix, Inc.CALX30,388 shares · 0.0% of their software$1.1MFlat
- Gen DigitalGEN42,460 shares · 0.0% of their software$1.1MFlat
- SS&CSSNC16,245 shares · 0.0% of their software$1.0MFlat
- Clear Secure, Inc.YOU52,719 shares · 0.0% of their software$986K+$536K
- TrimbleTRMB16,067 shares · 0.0% of their software$898KFlat
- SentinelOneS42,646 shares · 0.0% of their software$898KFlat
- Alarm.com Holdings, Inc.ALRM14,006 shares · 0.0% of their software$890KFlat
- AppFolioAPPF3,631 shares · 0.0% of their software$888KFlat
- WixWIX5,526 shares · 0.0% of their software$879KFlat
- BlackLineBL17,351 shares · 0.0% of their software$841KFlat
- Thryv Holdings, Inc.THRY46,494 shares · 0.0% of their software$829KFlat
- NICENICE4,569 shares · 0.0% of their software$786KFlat
- LiveRamp Holdings, Inc.RAMP24,551 shares · 0.0% of their software$760K−$1.3M
- Paysafe LimitedPSFE42,897 shares · 0.0% of their software$758KFlat
- ToastTOST27,844 shares · 0.0% of their software$718KFlat
- Daily Journal CorporationDJCO1,705 shares · 0.0% of their software$673KFlat
- PDF Solutions, Inc.PDFS17,666 shares · 0.0% of their software$643KFlat
- Grab Holdings LimitedGRAB178,227 shares · 0.0% of their software$633KFlat
- Xperi Inc.XPER75,971 shares · 0.0% of their software$624KFlat
- C3.aiAI21,447 shares · 0.0% of their software$621KFlat
- SmartRent, Inc.SMRT247,379 shares · 0.0% of their software$591KFlat
- monday.comMNDY2,332 shares · 0.0% of their software$561KFlat
- ACI WorldwideACIW14,119 shares · 0.0% of their software$559KFlat
- NCR Atleos CorporationNATL18,626 shares · 0.0% of their software$503KFlat
- GitLabGTLB9,335 shares · 0.0% of their software$464K−$557K
- Sprout SocialSPT12,358 shares · 0.0% of their software$441KFlat
- YextYEXT73,721 shares · 0.0% of their software$394KFlat
- FreshworksFRSH30,712 shares · 0.0% of their software$390KFlat
- Mitek Systems, Inc.MITK34,538 shares · 0.0% of their software$386KFlat
- ProcorePCOR5,659 shares · 0.0% of their software$375KFlat
- ZoomInfoZI28,825 shares · 0.0% of their software$368K—
- 8x8EGHT154,009 shares · 0.0% of their software$342K—
- BlackbaudBLKB4,245 shares · 0.0% of their software$323KFlat
- Telos CorporationTLS79,988 shares · 0.0% of their software$322KFlat
- Ribbon Communications Inc.RBBN97,718 shares · 0.0% of their software$321KFlat
- SamsaraIOT8,948 shares · 0.0% of their software$302KFlat
- Full Truck Alliance Co. Ltd.YMM35,964 shares · 0.0% of their software$289KNew · Flat
- DigitalOceanDOCN8,277 shares · 0.0% of their software$288KFlat
- NetScout Systems, Inc.NTCT15,673 shares · 0.0% of their software$287KNew · Flat
- Dave Inc.DAVE9,386 shares · 0.0% of their software$284KFlat
- Asure Software, Inc.ASUR27,145 shares · 0.0% of their software$228KFlat
- ReposiTrak, Inc.TRAK13,054 shares · 0.0% of their software$200KNew · Flat
- CS Disco, Inc.LAW32,180 shares · 0.0% of their software$192KFlat
- Alight, Inc.ALIT23,582 shares · 0.0% of their software$174KNew · Flat
- CourseraCOUR14,526 shares · 0.0% of their software$104KFlat
- Digital TurbineAPPS58,781 shares · 0.0% of their software$98KFlat
- Agora, Inc.API45,105 shares · 0.0% of their software$96KFlat
- Paysign, Inc.PAYS21,378 shares · 0.0% of their software$92KNew · Flat
- Sabre CorporationSABR29,157 shares · 0.0% of their software$78KFlat
- Tuya Inc.TUYA29,178 shares · 0.0% of their software$50KFlat
- Aeva Technologies, Inc.AEVA15,264 shares · 0.0% of their software$38KNew · Flat