Generalist · Kansas City, MO
American Century Companies
Q1 2025 · compared with Q4 2024
Filed as American Century Companies INC
- Software
- $17.7B
- Weight of 13F
- 10.9%
- Names
- 172
- Net bought
- −$498M
Filed 13 May 2025 · SEC filing.
2,797 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
- MicrosoftMSFT15,866,956 shares · 33.6% of their software · price −$732M$6.0B−$355M
- SalesforceCRM3,544,421 shares · 5.4% of their software · price −$234M$951M−$89.2M
- Fair IsaacFICO386,618 shares · 4.0% of their software · price −$56.7M$713M+$34.8M
- ZscalerZS2,937,603 shares · 3.3% of their software · price +$52.9M$583M+$13.6M
- WorkdayWDAY2,021,193 shares · 2.7% of their software · price −$49.5M$472M+$18.4M
- Uber Technologies, Inc.UBER6,425,402 shares · 2.6% of their software · price +$80.6M$468M−$60.2M
- DocuSignDOCU5,477,758 shares · 2.5% of their software · price −$46.8M$446M+$14.6M
- DatadogDDOG4,128,141 shares · 2.3% of their software · price −$180M$410M−$31.5M
- PalantirPLTR4,528,629 shares · 2.2% of their software · price +$39.7M$382MFlat
- DynatraceDT7,801,331 shares · 2.1% of their software · price −$56.2M$368M+$12.6M
- Roper Technologies, Inc.ROP621,019 shares · 2.1% of their software · price +$43.3M$366MFlat
- OktaOKTA3,422,929 shares · 2.0% of their software · price +$90.4M$360M−$24.6M
- CloudflareNET3,037,420 shares · 1.9% of their software · price +$15.2M$342M+$84.0M
- CadenceCDNS1,310,793 shares · 1.9% of their software · price −$60.5M$333M+$13.4M
- AppLovinAPP1,134,842 shares · 1.7% of their software · price −$66.8M$301M+$44.7M
- Fiserv, Inc.FISV1,300,900 shares · 1.6% of their software · price +$20.0M$287M+$114M
- SynopsysSNPS603,597 shares · 1.5% of their software · price −$34.1M$259M+$15.6M
- Block, Inc.XYZ4,739,955 shares · 1.5% of their software · price −$145M$258M−$22.9M
- CrowdStrikeCRWD583,962 shares · 1.2% of their software · price +$6.1M$206M−$25.1M
- Amdocs LimitedDOX2,242,829 shares · 1.2% of their software · price +$14.3M$205M+$36.3M
- ShopifySHOP1,923,082 shares · 1.0% of their software · price −$20.9M$183M+$48.9M
- HubSpotHUBS297,166 shares · 1.0% of their software · price −$37.3M$170M+$13.2M
- EVERTEC, Inc.EVTC4,512,227 shares · 0.9% of their software · price +$10.1M$166M−$1.6M
- GuidewireGWRE869,698 shares · 0.9% of their software · price +$16.3M$163M−$28.7M
- AdobeADBE407,932 shares · 0.9% of their software · price −$24.9M$156M−$18.7M
- ServiceNowNOW188,086 shares · 0.8% of their software · price −$49.7M$150M−$37.7M
- OracleORCL1,068,672 shares · 0.8% of their software · price −$28.7M$149M−$138M
- VeriskVRSK485,194 shares · 0.8% of their software · price +$10.8M$144MFlat
- F5, Inc.FFIV527,629 shares · 0.8% of their software · price +$7.8M$140M−$72.8M
- Automatic Data Processing, Inc.ADP444,246 shares · 0.8% of their software · price +$5.7M$136M−$8.2M
- Corpay, Inc.CPAY386,270 shares · 0.8% of their software · price +$4.0M$135M−$24.6M
- DuolingoDUOL421,683 shares · 0.7% of their software · price −$5.8M$131M−$24.2M
- MongoDBMDB732,463 shares · 0.7% of their software · price −$42.1M$128M+$11.1M
- Euronet Worldwide, Inc.EEFT1,115,136 shares · 0.7% of their software · price +$4.5M$119M+$4.1M
- VeevaVEEV472,835 shares · 0.6% of their software · price +$10.1M$110M+$10.8M
- SnowflakeSNOW714,078 shares · 0.6% of their software · price −$5.9M$104M−$5.6M
- Manhattan AssociatesMANH581,897 shares · 0.6% of their software · price −$56.6M$101M−$74.9M
- PaylocityPCTY514,194 shares · 0.5% of their software · price −$6.2M$96.3M+$32.8M
- FortinetFTNT846,651 shares · 0.5% of their software · price +$1.5M$81.5M+$13.7M
- Payoneer Global Inc.PAYO9,403,250 shares · 0.4% of their software · price −$25.7M$68.7M+$12.4M
- ACI WorldwideACIW1,251,707 shares · 0.4% of their software · price +$3.5M$68.5M+$12.8M
- BroadridgeBR252,207 shares · 0.3% of their software · price +$4.1M$61.2MFlat
- Palo Alto NetworksPANW334,540 shares · 0.3% of their software · price −$3.8M$57.1M+$6.5M
- Shift4 Payments, Inc.FOUR683,500 shares · 0.3% of their software · price −$15.1M$55.8M+$10.4M
- The Trade DeskTTD1,014,621 shares · 0.3% of their software · price −$63.7M$55.5M−$70.3M
- InterDigital, Inc.IDCC267,945 shares · 0.3% of their software · price +$3.5M$55.4M−$30.3M
- Q2QTWO681,169 shares · 0.3% of their software · price −$14.1M$54.5M−$50.7M
- ePlus inc.PLUS865,318 shares · 0.3% of their software · price −$11.1M$52.8M+$5.5M
- AtlassianTEAM242,794 shares · 0.3% of their software · price −$7.6M$51.5M+$15.4M
- IntuitINTU81,535 shares · 0.3% of their software · price −$1.2M$50.1M+$19.5M
- BlackLineBL961,341 shares · 0.3% of their software · price −$11.9M$46.5M+$3.9M
- ElasticESTC474,411 shares · 0.2% of their software · price −$4.7M$42.3M+$10.7M
- Alight, Inc.ALIT6,920,646 shares · 0.2% of their software · price −$6.9M$41.0M+$16.1M
- GitLabGTLB775,225 shares · 0.2% of their software · price −$7.2M$36.4M+$41.5M
- KlaviyoKVYO1,202,053 shares · 0.2% of their software · price −$13.2M$36.4MFlat
- MagniteMGNI2,961,009 shares · 0.2% of their software · price −$13.4M$33.8M+$42.2M
- Agilysys, Inc.AGYS452,523 shares · 0.2% of their software · price −$26.8M$32.8MFlat
- Global-EGLBE831,990 shares · 0.2% of their software · price −$15.7M$29.7M−$20.6M
- TenableTENB839,263 shares · 0.2% of their software · price −$3.7M$29.4M−$15.5M
- SAPSAP106,382 shares · 0.2% of their software · price +$2.4M$28.6M+$2.7M
- Dave Inc.DAVE339,479 shares · 0.2% of their software · price −$1.4M$28.1M+$28.6M
- nCinoNCNO1,008,779 shares · 0.2% of their software · price −$6.2M$27.7MFlat
- PaycomPAYC116,751 shares · 0.1% of their software · price +$1.6M$25.5M+$13.1M
- PhreesiaPHR983,440 shares · 0.1% of their software$25.1M+$24.1M
- NutanixNTNX358,271 shares · 0.1% of their software · price +$3.1M$25.0M+$8.6M
- Repay Holdings CorporationRPAY4,427,315 shares · 0.1% of their software · price −$9.1M$24.7M+$2.0M
- VeriSign, Inc.VRSN92,825 shares · 0.1% of their software · price +$4.4M$23.6M+$16.2M
- DescartesDSGX223,925 shares · 0.1% of their software · price −$2.9M$22.5M+$1.4M
- SchrödingerSDGR1,002,379 shares · 0.1% of their software$19.8MNew · +$19.3M
- ZoomZM264,069 shares · 0.1% of their software · price −$2.1M$19.5MFlat
- NetApp, Inc.NTAP193,346 shares · 0.1% of their software · price −$5.5M$17.0MFlat
- Paychex, Inc.PAYX103,119 shares · 0.1% of their software · price +$1.4M$15.9M−$1.1M
- TwilioTWLO121,751 shares · 0.1% of their software · price −$1.2M$11.9M+$2.1M
- DoximityDOCS189,882 shares · 0.1% of their software · price +$881K$11.0M+$4.2M
- DoceboDCBO343,221 shares · 0.1% of their software · price −$5.5M$9.9MFlat
- DropboxDBX358,018 shares · 0.1% of their software · price −$1.2M$9.6M−$1.2M
- OpenTextOTEX375,844 shares · 0.1% of their software · price −$1.2M$9.5M+$2.2M
- CommvaultCVLT59,390 shares · 0.1% of their software$9.4M+$6.0M
- GoDaddyGDDY46,659 shares · 0.0% of their software · price −$804K$8.4M+$818K
- Strategy IncMSTR27,958 shares · 0.0% of their software$8.1M+$1.0M
- AutodeskADSK26,552 shares · 0.0% of their software · price −$897K$7.0M−$5.5M
- PegasystemsPEGA92,502 shares · 0.0% of their software · price −$2.2M$6.4M−$2.5M
- QualysQLYS48,067 shares · 0.0% of their software · price −$687K$6.1M−$4.9M
- SimilarwebSMWB727,275 shares · 0.0% of their software · price −$4.3M$6.0MNew · +$10.3M
- ToastTOST168,061 shares · 0.0% of their software · price −$551K$5.6M−$6.1M
- CoStarCSGP68,223 shares · 0.0% of their software · price +$521K$5.4MFlat
- Check PointCHKP22,896 shares · 0.0% of their software · price +$944K$5.2M−$3.5M
- FactSetFDS11,374 shares · 0.0% of their software$5.2M−$2.0M
- Calix, Inc.CALX144,323 shares · 0.0% of their software$5.1M+$934K
- Lyft, Inc.LYFT416,572 shares · 0.0% of their software$4.9M+$4.1M
- ProgressPRGS95,809 shares · 0.0% of their software · price −$1.3M$4.9M+$582K
- Cellebrite DI Ltd.CLBT240,795 shares · 0.0% of their software · price −$626K$4.7MNew · +$5.3M
- International Money Express, Inc.IMXI367,139 shares · 0.0% of their software · price −$3.0M$4.6M+$2.4M
- NCR Atleos CorporationNATL152,168 shares · 0.0% of their software · price −$1.1M$4.0M+$750K
- AkamaiAKAM46,540 shares · 0.0% of their software · price −$705K$3.7M−$4.7M
- Adeia Inc.ADEA275,393 shares · 0.0% of their software$3.6M+$621K
- SS&CSSNC42,913 shares · 0.0% of their software$3.6MFlat
- A10 Networks, Inc.ATEN216,241 shares · 0.0% of their software$3.5M+$709K
- TeradataTDC150,179 shares · 0.0% of their software · price −$1.3M$3.4M−$36.6M
- LiveRamp Holdings, Inc.RAMP118,014 shares · 0.0% of their software$3.1M+$2.0M
- Gen DigitalGEN114,021 shares · 0.0% of their software$3.0MFlat
- Alarm.com Holdings, Inc.ALRM50,838 shares · 0.0% of their software$2.8M+$558K
- Diebold Nixdorf, IncorporatedDBD62,219 shares · 0.0% of their software$2.7MNew · +$2.7M
- Donnelley Financial Solutions, Inc.DFIN60,918 shares · 0.0% of their software · price −$1.2M$2.7M−$58.5M
- DoubleVerifyDV191,504 shares · 0.0% of their software · price −$1.1M$2.6MNew · +$3.7M
- MorningstarMORN8,372 shares · 0.0% of their software$2.5MFlat
- PagSeguro Digital Ltd.PAGS308,189 shares · 0.0% of their software$2.4MFlat
- Ibotta, Inc.IBTA54,326 shares · 0.0% of their software · price −$1.2M$2.3M+$741K
- Upbound Group, Inc.UPBD89,790 shares · 0.0% of their software$2.2M+$1.7M
- PubMaticPUBM233,697 shares · 0.0% of their software · price −$1.3M$2.1M−$561K
- NetScout Systems, Inc.NTCT93,046 shares · 0.0% of their software$2.0M+$1.2M
- Clearwater AnalyticsCWAN69,396 shares · 0.0% of their software$1.9MNew
- ProcorePCOR26,244 shares · 0.0% of their software$1.7MFlat
- Grab Holdings LimitedGRAB379,397 shares · 0.0% of their software$1.7M+$635K
- Pagaya Technologies Ltd.PGY163,450 shares · 0.0% of their software$1.7M+$1.1M
- Clear Secure, Inc.YOU58,824 shares · 0.0% of their software$1.5MFlat
- BoxBOX49,359 shares · 0.0% of their software$1.5MFlat
- CourseraCOUR215,197 shares · 0.0% of their software$1.4M+$805K
- Rapid7RPD50,858 shares · 0.0% of their software · price −$698K$1.3M+$1.5M
- Paysafe LimitedPSFE84,938 shares · 0.0% of their software$1.3MFlat
- UiPathPATH123,266 shares · 0.0% of their software$1.3MFlat
- OneSpan Inc.OSPN83,186 shares · 0.0% of their software$1.3MFlat
- Remitly Global, Inc.RELY57,739 shares · 0.0% of their software$1.2MNew · +$1.3M
- TrimbleTRMB17,192 shares · 0.0% of their software$1.1MFlat
- Daily Journal CorporationDJCO2,785 shares · 0.0% of their software$1.1MFlat
- YextYEXT163,867 shares · 0.0% of their software$1.0M+$508K
- Thryv Holdings, Inc.THRY77,801 shares · 0.0% of their software$997KFlat
- FlywireFLYW100,499 shares · 0.0% of their software · price −$1.1M$955K+$1.4M
- RingCentralRNG38,020 shares · 0.0% of their software$941KFlat
- AvePointAVPT64,373 shares · 0.0% of their software$930KFlat
- AppFolioAPPF4,079 shares · 0.0% of their software$897KFlat
- WixWIX5,350 shares · 0.0% of their software$874KFlat
- i3 Verticals, Inc.IIIV35,133 shares · 0.0% of their software$867KFlat
- BILLBILL18,797 shares · 0.0% of their software · price −$730K$863KFlat
- Xperi Inc.XPER107,513 shares · 0.0% of their software$830KFlat
- FastlyFSLY128,481 shares · 0.0% of their software$813K+$926K
- SPS CommerceSPSC5,641 shares · 0.0% of their software$749K−$3.7M
- NICENICE4,569 shares · 0.0% of their software$704KFlat
- Red Violet, Inc.RDVT17,380 shares · 0.0% of their software$653KFlat
- Zeta GlobalZETA45,245 shares · 0.0% of their software$614KFlat
- PagerDutyPD33,524 shares · 0.0% of their software$612KFlat
- Immersion CorporationIMMR79,922 shares · 0.0% of their software$606K−$2.2M
- BrazeBRZE16,441 shares · 0.0% of their software$593KNew · +$689K
- monday.comMNDY2,391 shares · 0.0% of their software$581KFlat
- Ribbon Communications Inc.RBBN146,176 shares · 0.0% of their software$573KFlat
- SprinklrCXM64,352 shares · 0.0% of their software$537KNew · +$544K
- 8x8EGHT268,331 shares · 0.0% of their software$537K—
- Health CatalystHCAT117,974 shares · 0.0% of their software$534K−$4.2M
- WEX Inc.WEX3,145 shares · 0.0% of their software$494KFlat
- Agora, Inc.API120,548 shares · 0.0% of their software$485KFlat
- Bentley SystemsBSY12,272 shares · 0.0% of their software$483KFlat
- Asure Software, Inc.ASUR48,562 shares · 0.0% of their software$464KFlat
- SentinelOneS25,411 shares · 0.0% of their software$462KFlat
- Digital TurbineAPPS164,206 shares · 0.0% of their software$446KFlat
- Blend Labs, Inc.BLND128,385 shares · 0.0% of their software$430KNew · +$541K
- ReposiTrak, Inc.TRAK19,889 shares · 0.0% of their software$403KFlat
- Mitek Systems, Inc.MITK46,659 shares · 0.0% of their software$385KNew · +$519K
- PTCPTC2,271 shares · 0.0% of their software$352KFlat
- Aeva Technologies, Inc.AEVA46,623 shares · 0.0% of their software$326KFlat
- Tyler TechnologiesTYL552 shares · 0.0% of their software$321KFlat
- Expensify, Inc.EXFY99,529 shares · 0.0% of their software$303KFlat
- Telos CorporationTLS108,217 shares · 0.0% of their software$258KFlat
- UnityU12,424 shares · 0.0% of their software$243KFlat
- EverCommerceEVCM23,073 shares · 0.0% of their software$233KFlat
- VTEXVTEX37,869 shares · 0.0% of their software$192K−$509K
- Priority Technology Holdings, Inc.PRTH26,315 shares · 0.0% of their software$179KNew · Flat
- FreshworksFRSH11,769 shares · 0.0% of their software$166KFlat
- CS Disco, Inc.LAW35,557 shares · 0.0% of their software$145KFlat
- SemrushSEMR13,668 shares · 0.0% of their software$128KNew
- Silvaco Group, Inc.SVCO26,335 shares · 0.0% of their software$120KFlat
- Tuya Inc.TUYA29,270 shares · 0.0% of their software$89KFlat
- Paysign, Inc.PAYS18,834 shares · 0.0% of their software$40KFlat