Generalist · Kansas City, MO
American Century Companies
Q2 2025 · compared with Q1 2025
Filed as American Century Companies INC
- Software
- $20.9B
- Weight of 13F
- 11.4%
- Names
- 172
- Net bought
- −$643M
Filed 12 August 2025 · SEC filing.
2,759 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
- MicrosoftMSFT15,779,462 shares · 37.6% of their software · price +$1.9B$7.8BFlat
- ZscalerZS2,722,379 shares · 4.1% of their software · price +$314M$855M−$42.7M
- SalesforceCRM2,791,017 shares · 3.6% of their software · price +$12.1M$761M−$202M
- Fair IsaacFICO397,389 shares · 3.5% of their software · price −$6.4M$726M+$19.9M
- CloudflareNET2,977,223 shares · 2.8% of their software · price +$248M$583M−$6.8M
- DatadogDDOG3,941,899 shares · 2.5% of their software · price +$138M$530M−$18.5M
- Uber Technologies, Inc.UBER5,616,964 shares · 2.5% of their software · price +$115M$524M−$58.9M
- DocuSignDOCU5,564,318 shares · 2.1% of their software · price −$19.5M$433M+$7.0M
- DynatraceDT7,845,619 shares · 2.1% of their software · price +$63.2M$433MFlat
- ServiceNowNOW394,261 shares · 1.9% of their software · price +$91.4M$405M+$164M
- CadenceCDNS1,313,052 shares · 1.9% of their software · price +$70.7M$405MFlat
- WorkdayWDAY1,662,430 shares · 1.9% of their software · price +$10.8M$399M−$83.8M
- SynopsysSNPS678,097 shares · 1.7% of their software · price +$56.8M$348M+$31.9M
- Roper Technologies, Inc.ROP597,482 shares · 1.6% of their software · price −$13.6M$339M−$13.9M
- OktaOKTA3,386,250 shares · 1.6% of their software · price −$17.8M$339M−$3.9M
- AppLovinAPP855,136 shares · 1.4% of their software · price +$72.8M$299M−$74.1M
- CrowdStrikeCRWD571,269 shares · 1.4% of their software · price +$89.5M$291M−$4.5M
- OracleORCL1,207,624 shares · 1.3% of their software · price +$95.2M$264M+$19.4M
- Automatic Data Processing, Inc.ADP841,631 shares · 1.2% of their software · price +$2.4M$260M+$121M
- ShopifySHOP2,128,131 shares · 1.2% of their software · price +$42.3M$245M+$19.6M
- PalantirPLTR1,779,978 shares · 1.2% of their software · price +$92.4M$243M−$232M
- HubSpotHUBS313,914 shares · 0.8% of their software · price −$4.6M$175M+$9.6M
- Fiserv, Inc.FISV956,840 shares · 0.8% of their software · price −$46.3M$165M−$76.0M
- EVERTEC, Inc.EVTC4,558,374 shares · 0.8% of their software · price −$3.3M$164M+$1.7M
- F5, Inc.FFIV538,147 shares · 0.8% of their software · price +$15.1M$158M+$2.8M
- VeevaVEEV501,713 shares · 0.7% of their software · price +$28.3M$144M+$6.7M
- VeriskVRSK462,433 shares · 0.7% of their software · price +$6.4M$144M−$6.8M
- SnowflakeSNOW631,571 shares · 0.7% of their software · price +$49.0M$141M−$12.1M
- Euronet Worldwide, Inc.EEFT1,342,733 shares · 0.7% of their software · price −$7.3M$136M+$24.3M
- Amdocs LimitedDOX1,465,301 shares · 0.6% of their software$134M−$71.1M
- AdobeADBE329,748 shares · 0.6% of their software · price +$1.1M$128M−$30.0M
- Block, Inc.XYZ1,869,783 shares · 0.6% of their software · price +$25.4M$127M−$156M
- DuolingoDUOL309,665 shares · 0.6% of their software · price +$30.8M$127M−$34.8M
- Corpay, Inc.CPAY366,625 shares · 0.6% of their software · price −$6.2M$122M−$6.9M
- GuidewireGWRE503,286 shares · 0.6% of their software · price +$24.2M$118M−$68.7M
- MagniteMGNI4,829,197 shares · 0.6% of their software · price +$61.4M$116M+$21.3M
- IntuitINTU144,514 shares · 0.5% of their software · price +$25.1M$114M+$38.7M
- Manhattan AssociatesMANH549,421 shares · 0.5% of their software · price +$13.4M$108M−$5.6M
- Q2QTWO1,093,099 shares · 0.5% of their software · price +$14.8M$102M+$33.0M
- PaylocityPCTY534,843 shares · 0.5% of their software · price −$3.3M$96.9M+$3.9M
- The Trade DeskTTD1,294,840 shares · 0.4% of their software · price +$22.4M$93.2M+$15.3M
- KlaviyoKVYO2,685,480 shares · 0.4% of their software · price +$8.9M$90.2M+$44.9M
- MongoDBMDB394,295 shares · 0.4% of their software · price +$13.6M$82.8M−$59.3M
- FortinetFTNT743,957 shares · 0.4% of their software · price +$7.0M$78.7M−$9.9M
- ACI WorldwideACIW1,662,130 shares · 0.4% of their software · price −$14.6M$76.3M+$22.5M
- BlackLineBL1,301,007 shares · 0.4% of their software · price +$10.7M$73.7M+$16.4M
- Agilysys, Inc.AGYS627,660 shares · 0.3% of their software · price +$26.4M$72.0M+$12.7M
- BroadridgeBR279,069 shares · 0.3% of their software$67.8M+$6.5M
- ePlus inc.PLUS927,875 shares · 0.3% of their software · price +$10.3M$66.9M+$3.8M
- SamsaraIOT1,571,997 shares · 0.3% of their software · price +$2.3M$62.5MNew · +$60.3M
- Palo Alto NetworksPANW287,144 shares · 0.3% of their software · price +$9.8M$58.8M−$8.1M
- Dave Inc.DAVE196,201 shares · 0.3% of their software · price +$36.4M$52.7M−$11.8M
- AtlassianTEAM240,811 shares · 0.2% of their software · price −$2.2M$48.9MFlat
- Shift4 Payments, Inc.FOUR471,341 shares · 0.2% of their software · price +$8.2M$46.7M−$17.3M
- Payoneer Global Inc.PAYO6,619,035 shares · 0.2% of their software · price −$3.0M$45.3M−$20.4M
- Alight, Inc.ALIT7,557,788 shares · 0.2% of their software · price −$2.0M$42.8M+$3.8M
- SAPSAP113,547 shares · 0.2% of their software · price +$4.0M$34.5M+$1.9M
- GitLabGTLB762,915 shares · 0.2% of their software · price −$1.4M$34.4M−$579K
- ElasticESTC402,750 shares · 0.2% of their software · price −$1.9M$34.0M−$6.4M
- InterDigital, Inc.IDCC142,797 shares · 0.2% of their software · price +$2.5M$32.0M−$25.9M
- Repay Holdings CorporationRPAY6,440,443 shares · 0.1% of their software · price −$4.8M$31.0M+$11.2M
- PhreesiaPHR1,046,586 shares · 0.1% of their software · price +$3.0M$29.8M+$1.6M
- TenableTENB875,844 shares · 0.1% of their software · price −$1.1M$29.6M+$1.3M
- nCinoNCNO1,052,188 shares · 0.1% of their software · price +$526K$29.4M+$1.2M
- NutanixNTNX384,453 shares · 0.1% of their software · price +$2.5M$29.4M+$1.8M
- PaycomPAYC115,219 shares · 0.1% of their software · price +$1.5M$26.7MFlat
- ZoomZM314,214 shares · 0.1% of their software · price +$1.3M$24.5M+$3.7M
- ToastTOST507,376 shares · 0.1% of their software · price +$5.6M$22.5M+$11.3M
- SchrödingerSDGR1,086,551 shares · 0.1% of their software$21.9M+$1.7M
- Sportradar Group AGSRAD687,486 shares · 0.1% of their software · price +$4.4M$19.3MNew · +$14.9M
- PegasystemsPEGA346,795 shares · 0.1% of their software · price −$5.3M$18.8M+$17.7M
- AutodeskADSK53,147 shares · 0.1% of their software · price +$2.5M$16.5M+$7.0M
- Diebold Nixdorf, IncorporatedDBD289,029 shares · 0.1% of their software · price +$3.4M$16.0M+$9.9M
- Lyft, Inc.LYFT1,002,652 shares · 0.1% of their software · price +$3.9M$15.8M+$7.0M
- TwilioTWLO124,544 shares · 0.1% of their software · price +$3.3M$15.5MFlat
- QualysQLYS107,027 shares · 0.1% of their software · price +$1.8M$15.3M+$7.4M
- Paychex, Inc.PAYX100,152 shares · 0.1% of their software · price −$883K$14.6MFlat
- Strategy IncMSTR33,927 shares · 0.1% of their software · price +$3.9M$13.7M+$1.7M
- DescartesDSGX126,895 shares · 0.1% of their software$12.9M−$9.8M
- GoDaddyGDDY65,699 shares · 0.1% of their software$11.8M+$3.4M
- NetApp, Inc.NTAP110,407 shares · 0.1% of their software · price +$2.1M$11.8M−$7.3M
- Pagaya Technologies Ltd.PGY513,782 shares · 0.1% of their software · price +$5.6M$11.0M+$3.7M
- Thryv Holdings, Inc.THRY864,246 shares · 0.1% of their software · price −$562K$10.5M+$10.1M
- VeriSign, Inc.VRSN33,224 shares · 0.0% of their software · price +$1.2M$9.6M−$15.1M
- DoximityDOCS139,116 shares · 0.0% of their software$8.5M−$2.9M
- Calix, Inc.CALX148,527 shares · 0.0% of their software · price +$2.6M$7.9MFlat
- OpenTextOTEX255,158 shares · 0.0% of their software · price +$1.0M$7.5M−$3.0M
- AkamaiAKAM81,257 shares · 0.0% of their software$6.5M+$2.8M
- DropboxDBX221,811 shares · 0.0% of their software$6.3M−$3.6M
- ProgressPRGS98,647 shares · 0.0% of their software · price +$1.2M$6.3MFlat
- CoStarCSGP70,499 shares · 0.0% of their software$5.7MFlat
- Check PointCHKP25,062 shares · 0.0% of their software$5.5MFlat
- FactSetFDS11,004 shares · 0.0% of their software$4.9MFlat
- Adeia Inc.ADEA346,663 shares · 0.0% of their software$4.9M+$942K
- SS&CSSNC58,176 shares · 0.0% of their software$4.8M+$1.3M
- MorningstarMORN15,308 shares · 0.0% of their software$4.8M+$2.1M
- NCR Atleos CorporationNATL166,192 shares · 0.0% of their software$4.7MFlat
- PagSeguro Digital Ltd.PAGS490,596 shares · 0.0% of their software · price +$986K$4.7M+$1.4M
- A10 Networks, Inc.ATEN236,080 shares · 0.0% of their software · price +$711K$4.6MFlat
- TeradataTDC202,416 shares · 0.0% of their software$4.5M+$1.2M
- SPS CommerceSPSC33,162 shares · 0.0% of their software$4.5M+$3.7M
- PTCPTC25,754 shares · 0.0% of their software$4.4M+$3.6M
- LiveRamp Holdings, Inc.RAMP128,891 shares · 0.0% of their software · price +$889K$4.3MFlat
- Donnelley Financial Solutions, Inc.DFIN64,579 shares · 0.0% of their software · price +$1.2M$4.0MFlat
- International Money Express, Inc.IMXI378,116 shares · 0.0% of their software · price −$957K$3.8MFlat
- Bentley SystemsBSY69,122 shares · 0.0% of their software · price +$1.0M$3.7M+$2.2M
- DoubleVerifyDV248,769 shares · 0.0% of their software$3.7M+$766K
- CommvaultCVLT20,861 shares · 0.0% of their software$3.6M−$6.1M
- NetScout Systems, Inc.NTCT137,216 shares · 0.0% of their software · price +$521K$3.4M+$928K
- Gen DigitalGEN114,511 shares · 0.0% of their software$3.4MFlat
- VaronisVRNS57,508 shares · 0.0% of their software · price +$592K$2.9MNew · +$2.3M
- Upbound Group, Inc.UPBD107,210 shares · 0.0% of their software$2.7MFlat
- Alarm.com Holdings, Inc.ALRM43,578 shares · 0.0% of their software$2.5MFlat
- CourseraCOUR277,568 shares · 0.0% of their software · price +$583K$2.4MFlat
- Grab Holdings LimitedGRAB443,005 shares · 0.0% of their software$2.2MFlat
- Clear Secure, Inc.YOU70,072 shares · 0.0% of their software$1.9MFlat
- YextYEXT222,726 shares · 0.0% of their software · price +$521K$1.9MFlat
- PubMaticPUBM137,650 shares · 0.0% of their software$1.7M−$878K
- BoxBOX49,618 shares · 0.0% of their software$1.7MFlat
- Aeva Technologies, Inc.AEVA44,357 shares · 0.0% of their software · price +$1.4M$1.7MFlat
- Rapid7RPD70,502 shares · 0.0% of their software$1.6M+$521K
- OneSpan Inc.OSPN94,218 shares · 0.0% of their software$1.6MFlat
- SprinklrCXM171,746 shares · 0.0% of their software$1.5M+$897K
- UiPathPATH107,735 shares · 0.0% of their software$1.4MFlat
- monday.comMNDY4,192 shares · 0.0% of their software$1.3MFlat
- Daily Journal CorporationDJCO3,001 shares · 0.0% of their software$1.3MFlat
- FlywireFLYW107,856 shares · 0.0% of their software$1.3MFlat
- AvePointAVPT62,775 shares · 0.0% of their software$1.2MFlat
- Digital TurbineAPPS204,854 shares · 0.0% of their software · price +$651K$1.2MFlat
- Red Violet, Inc.RDVT22,872 shares · 0.0% of their software$1.1MFlat
- NICENICE6,600 shares · 0.0% of their software$1.1MFlat
- WixWIX6,930 shares · 0.0% of their software$1.1MFlat
- Remitly Global, Inc.RELY56,924 shares · 0.0% of their software$1.1MFlat
- AppFolioAPPF4,466 shares · 0.0% of their software$1.0MFlat
- i3 Verticals, Inc.IIIV35,139 shares · 0.0% of their software$966KFlat
- Xperi Inc.XPER117,181 shares · 0.0% of their software$927KFlat
- Cellebrite DI Ltd.CLBT57,641 shares · 0.0% of their software$922K−$3.6M
- Paysafe LimitedPSFE71,634 shares · 0.0% of their software$904KFlat
- RingCentralRNG31,084 shares · 0.0% of their software$881KFlat
- FastlyFSLY117,655 shares · 0.0% of their software$831KFlat
- Ribbon Communications Inc.RBBN184,047 shares · 0.0% of their software$738KFlat
- Mitek Systems, Inc.MITK69,871 shares · 0.0% of their software$692KFlat
- Immersion CorporationIMMR75,004 shares · 0.0% of their software$591KFlat
- Health CatalystHCAT148,858 shares · 0.0% of their software$561KFlat
- TrimbleTRMB7,301 shares · 0.0% of their software$555K−$649K
- 8x8EGHT272,818 shares · 0.0% of their software$535K—
- BILLBILL11,410 shares · 0.0% of their software$528KFlat
- PagerDutyPD33,524 shares · 0.0% of their software$512KFlat
- Asure Software, Inc.ASUR50,462 shares · 0.0% of their software$493KFlat
- WEX Inc.WEX3,205 shares · 0.0% of their software$471KFlat
- Agora, Inc.API121,948 shares · 0.0% of their software$465KFlat
- SentinelOneS25,321 shares · 0.0% of their software$463KFlat
- ReposiTrak, Inc.TRAK23,344 shares · 0.0% of their software$459KFlat
- Blend Labs, Inc.BLND128,385 shares · 0.0% of their software$424KFlat
- Ibotta, Inc.IBTA11,451 shares · 0.0% of their software$419K−$1.8M
- Sabre CorporationSABR127,684 shares · 0.0% of their software$403KNew · Flat
- N-ableNABL48,871 shares · 0.0% of their software$396KNew · Flat
- Tyler TechnologiesTYL621 shares · 0.0% of their software$368KFlat
- Telos CorporationTLS112,106 shares · 0.0% of their software$355KFlat
- Expensify, Inc.EXFY121,441 shares · 0.0% of their software$315KFlat
- Clearwater AnalyticsCWAN13,724 shares · 0.0% of their software$301K—
- EverCommerceEVCM27,649 shares · 0.0% of their software$290KFlat
- Ooma, Inc.OOMA21,617 shares · 0.0% of their software$279KNew · Flat
- SemrushSEMR30,798 shares · 0.0% of their software$279K—
- Global-EGLBE8,294 shares · 0.0% of their software$278K−$29.4M
- Cerence Inc.CRNC15,851 shares · 0.0% of their software$162KNew · Flat
- AsanaASAN11,732 shares · 0.0% of their software$158KNew · Flat
- CS Disco, Inc.LAW34,215 shares · 0.0% of their software$150KFlat
- VTEXVTEX19,823 shares · 0.0% of their software$131KFlat
- Commerce.com, Inc.CMRC17,911 shares · 0.0% of their software$90KNew · Flat
- Priority Technology Holdings, Inc.PRTH10,462 shares · 0.0% of their software$81KFlat
- Silvaco Group, Inc.SVCO13,747 shares · 0.0% of their software$65KFlat