Generalist · Kansas City, MO
American Century Companies
Q3 2025 · compared with Q2 2025
Filed as American Century Companies INC
- Software
- $22.1B
- Weight of 13F
- 11.3%
- Names
- 173
- Net bought
- +$579M
Filed 12 November 2025 · SEC filing.
2,766 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
- MicrosoftMSFT15,517,416 shares · 36.4% of their software · price +$319M$8.0B−$130M
- OracleORCL5,238,006 shares · 6.7% of their software · price +$328M$1.5B+$881M
- ZscalerZS2,418,950 shares · 3.3% of their software · price −$34.5M$725M−$95.3M
- CloudflareNET2,931,057 shares · 2.9% of their software · price +$55.0M$629M−$9.0M
- SalesforceCRM2,534,087 shares · 2.7% of their software · price −$90.4M$601M−$70.1M
- AppLovinAPP808,703 shares · 2.6% of their software · price +$298M$581M−$16.3M
- DatadogDDOG3,703,656 shares · 2.4% of their software · price +$29.9M$527M−$32.0M
- Uber Technologies, Inc.UBER5,344,356 shares · 2.4% of their software · price +$25.0M$524M−$25.4M
- Fair IsaacFICO335,922 shares · 2.3% of their software · price −$111M$503M−$112M
- PalantirPLTR2,689,844 shares · 2.2% of their software · price +$124M$491M+$124M
- CadenceCDNS1,354,600 shares · 2.2% of their software · price +$58.4M$476M+$12.8M
- SnowflakeSNOW2,104,925 shares · 2.2% of their software · price +$3.7M$475M+$330M
- ServiceNowNOW440,577 shares · 1.8% of their software · price −$47.5M$405M+$47.6M
- SynopsysSNPS812,862 shares · 1.8% of their software · price −$15.7M$401M+$69.1M
- DynatraceDT7,919,446 shares · 1.7% of their software · price −$53.5M$384MFlat
- WorkdayWDAY1,327,557 shares · 1.4% of their software · price +$969K$320M−$80.4M
- ShopifySHOP1,997,153 shares · 1.3% of their software · price +$66.4M$297M−$15.1M
- DocuSignDOCU4,075,928 shares · 1.3% of their software · price −$23.6M$294M−$116M
- OktaOKTA2,927,423 shares · 1.2% of their software · price −$24.2M$268M−$45.9M
- CrowdStrikeCRWD523,961 shares · 1.2% of their software · price −$9.9M$257M−$24.1M
- Automatic Data Processing, Inc.ADP852,854 shares · 1.1% of their software · price −$12.7M$250M+$3.5M
- Roper Technologies, Inc.ROP440,068 shares · 1.0% of their software · price −$30.0M$219M−$89.2M
- EVERTEC, Inc.EVTC4,894,013 shares · 0.7% of their software · price −$11.1M$165M+$12.1M
- Euronet Worldwide, Inc.EEFT1,741,996 shares · 0.7% of their software · price −$23.6M$153M+$40.5M
- AdobeADBE420,266 shares · 0.7% of their software · price −$14.3M$148M+$35.0M
- Manhattan AssociatesMANH701,769 shares · 0.7% of their software · price +$5.3M$144M+$30.1M
- F5, Inc.FFIV424,331 shares · 0.6% of their software · price +$12.3M$137M−$33.5M
- Palo Alto NetworksPANW672,129 shares · 0.6% of their software · price −$686K$137M+$78.8M
- Amdocs LimitedDOX1,649,077 shares · 0.6% of their software · price −$15.2M$135M+$16.8M
- HubSpotHUBS280,358 shares · 0.6% of their software · price −$24.9M$131M−$18.7M
- GuidewireGWRE520,390 shares · 0.5% of their software · price −$2.9M$120M+$4.0M
- VeriskVRSK462,071 shares · 0.5% of their software · price −$27.7M$116MFlat
- VeevaVEEV384,906 shares · 0.5% of their software · price +$3.8M$115M−$33.6M
- MagniteMGNI4,594,070 shares · 0.5% of their software · price −$10.8M$100M−$5.7M
- Corpay, Inc.CPAY319,851 shares · 0.4% of their software · price −$14.0M$92.1M−$15.5M
- PegasystemsPEGA1,586,793 shares · 0.4% of their software · price +$5.3M$91.2M+$67.1M
- MongoDBMDB289,620 shares · 0.4% of their software · price +$29.1M$89.9M−$22.0M
- ACI WorldwideACIW1,640,323 shares · 0.4% of their software · price +$11.3M$86.6M−$1.0M
- Q2QTWO1,146,664 shares · 0.4% of their software · price −$24.3M$83.0M+$5.0M
- IntuitINTU113,464 shares · 0.4% of their software · price −$11.9M$77.5M−$24.5M
- PaylocityPCTY463,935 shares · 0.3% of their software · price −$10.2M$73.9M−$12.8M
- ePlus inc.PLUS1,006,035 shares · 0.3% of their software · price −$1.1M$71.4M+$5.6M
- BlackLineBL1,286,185 shares · 0.3% of their software · price −$4.5M$68.3M−$839K
- SamsaraIOT1,786,790 shares · 0.3% of their software · price −$4.5M$66.6M+$8.5M
- Agilysys, Inc.AGYS620,220 shares · 0.3% of their software · price −$5.8M$65.3M−$853K
- KlaviyoKVYO2,118,977 shares · 0.3% of their software · price −$12.5M$58.7M−$19.0M
- FortinetFTNT690,924 shares · 0.3% of their software · price −$15.0M$58.1M−$5.6M
- Block, Inc.XYZ758,555 shares · 0.2% of their software · price +$3.3M$54.8M−$75.5M
- The Trade DeskTTD1,115,941 shares · 0.2% of their software · price −$25.6M$54.7M−$12.9M
- ToastTOST1,485,601 shares · 0.2% of their software · price −$11.6M$54.2M+$43.3M
- Fiserv, Inc.FISV380,049 shares · 0.2% of their software · price −$16.5M$49.0M−$99.4M
- BroadridgeBR203,072 shares · 0.2% of their software · price −$987K$48.4M−$18.5M
- CoStarCSGP551,523 shares · 0.2% of their software · price +$2.2M$46.5M+$38.7M
- Dave Inc.DAVE229,693 shares · 0.2% of their software · price −$15.9M$45.8M+$9.0M
- Life360, Inc.LIF419,871 shares · 0.2% of their software · price +$17.2M$44.6MNew · +$27.4M
- Payoneer Global Inc.PAYO7,326,825 shares · 0.2% of their software · price −$5.9M$44.3M+$4.8M
- InterDigital, Inc.IDCC126,618 shares · 0.2% of their software · price +$15.3M$43.7M−$3.6M
- ElasticESTC459,182 shares · 0.2% of their software$38.8M+$4.8M
- Repay Holdings CorporationRPAY6,667,792 shares · 0.2% of their software · price +$2.7M$34.9M+$1.1M
- Lyft, Inc.LYFT1,571,726 shares · 0.2% of their software · price +$9.8M$34.6M+$9.0M
- GitLabGTLB753,881 shares · 0.2% of their software$34.0MFlat
- DuolingoDUOL105,283 shares · 0.2% of their software · price −$9.3M$33.9M−$83.8M
- Shift4 Payments, Inc.FOUR433,118 shares · 0.2% of their software · price −$9.4M$33.5M−$3.8M
- Pagaya Technologies Ltd.PGY1,094,799 shares · 0.1% of their software · price +$9.2M$32.5M+$12.4M
- SAPSAP117,090 shares · 0.1% of their software · price −$4.3M$31.3M+$1.1M
- Diebold Nixdorf, IncorporatedDBD501,819 shares · 0.1% of their software · price +$818K$28.6M+$11.8M
- ProgressPRGS648,792 shares · 0.1% of their software · price −$12.9M$28.5M+$35.1M
- NutanixNTNX350,133 shares · 0.1% of their software · price −$718K$26.0M−$2.6M
- QualysQLYS186,584 shares · 0.1% of their software · price −$2.0M$24.7M+$11.4M
- PhreesiaPHR1,015,770 shares · 0.1% of their software · price −$5.0M$23.9M−$877K
- Alight, Inc.ALIT7,186,225 shares · 0.1% of their software · price −$17.2M$23.4M−$2.1M
- AutodeskADSK69,064 shares · 0.1% of their software · price +$559K$21.9M+$4.9M
- SchrödingerSDGR1,085,428 shares · 0.1% of their software$21.8MFlat
- nCinoNCNO786,927 shares · 0.1% of their software · price −$677K$21.3M−$7.4M
- GoDaddyGDDY151,432 shares · 0.1% of their software · price −$6.5M$20.7M+$15.4M
- Sportradar Group AGSRAD754,222 shares · 0.1% of their software · price −$890K$20.3M+$1.9M
- ZoomZM234,071 shares · 0.1% of their software · price +$1.1M$19.3M−$6.2M
- DoximityDOCS222,855 shares · 0.1% of their software · price +$2.6M$16.3M+$5.1M
- BoxBOX460,206 shares · 0.1% of their software · price −$874K$14.9M+$14.0M
- PaycomPAYC67,927 shares · 0.1% of their software · price −$1.6M$14.1M−$10.9M
- DropboxDBX461,075 shares · 0.1% of their software · price +$742K$13.9M+$6.8M
- VeriSign, Inc.VRSN46,372 shares · 0.1% of their software$13.0M+$3.8M
- Paychex, Inc.PAYX99,421 shares · 0.1% of their software · price −$1.9M$12.6MFlat
- Strategy IncMSTR36,453 shares · 0.1% of their software · price −$3.0M$11.7M+$1.0M
- Thryv Holdings, Inc.THRY933,199 shares · 0.1% of their software$11.3M+$838K
- TwilioTWLO107,384 shares · 0.0% of their software · price −$2.6M$10.7M−$2.1M
- Netskope, Inc.NTSK390,267 shares · 0.0% of their software$8.9MNew · +$8.9M
- Cellebrite DI Ltd.CLBT461,125 shares · 0.0% of their software · price +$1.2M$8.5M+$6.5M
- Upbound Group, Inc.UPBD353,743 shares · 0.0% of their software · price −$520K$8.4M+$6.2M
- AtlassianTEAM44,924 shares · 0.0% of their software · price −$1.9M$7.2M−$39.8M
- NetApp, Inc.NTAP60,231 shares · 0.0% of their software · price +$717K$7.1M−$5.3M
- NCR Atleos CorporationNATL178,531 shares · 0.0% of their software · price +$1.9M$7.0MFlat
- PagSeguro Digital Ltd.PAGS617,250 shares · 0.0% of their software$6.2M+$1.2M
- Adeia Inc.ADEA367,268 shares · 0.0% of their software · price +$977K$6.2MFlat
- International Money Express, Inc.IMXI440,262 shares · 0.0% of their software · price +$1.7M$6.2M+$627K
- Alarm.com Holdings, Inc.ALRM96,258 shares · 0.0% of their software$5.1M+$3.0M
- Check PointCHKP24,455 shares · 0.0% of their software$5.1MFlat
- PTCPTC24,511 shares · 0.0% of their software · price +$752K$5.0MFlat
- TeradataTDC227,584 shares · 0.0% of their software$4.9M+$561K
- MorningstarMORN20,337 shares · 0.0% of their software · price −$1.7M$4.7M+$1.6M
- NetScout Systems, Inc.NTCT175,372 shares · 0.0% of their software$4.5M+$947K
- OpenTextOTEX120,442 shares · 0.0% of their software · price +$985K$4.5M−$3.9M
- A10 Networks, Inc.ATEN245,534 shares · 0.0% of their software$4.5MFlat
- Grab Holdings LimitedGRAB646,981 shares · 0.0% of their software · price +$641K$3.9M+$1.0M
- CourseraCOUR328,610 shares · 0.0% of their software · price +$969K$3.8MFlat
- LiveRamp Holdings, Inc.RAMP138,791 shares · 0.0% of their software · price −$819K$3.8MFlat
- AkamaiAKAM49,540 shares · 0.0% of their software$3.8M−$2.5M
- SS&CSSNC40,441 shares · 0.0% of their software$3.6M−$1.5M
- DoubleVerifyDV287,965 shares · 0.0% of their software · price −$861K$3.4M+$587K
- CommvaultCVLT17,428 shares · 0.0% of their software$3.3M−$598K
- Donnelley Financial Solutions, Inc.DFIN62,367 shares · 0.0% of their software · price −$637K$3.2MFlat
- FactSetFDS11,190 shares · 0.0% of their software · price −$1.8M$3.2MFlat
- Gen DigitalGEN111,871 shares · 0.0% of their software$3.2MFlat
- Calix, Inc.CALX43,997 shares · 0.0% of their software$2.7M−$5.6M
- Clear Secure, Inc.YOU72,916 shares · 0.0% of their software$2.4MFlat
- YextYEXT276,148 shares · 0.0% of their software$2.4MFlat
- FlywireFLYW134,634 shares · 0.0% of their software$1.8MFlat
- WaystarWAY47,675 shares · 0.0% of their software$1.8MNew · +$1.9M
- VaronisVRNS29,257 shares · 0.0% of their software$1.7M−$1.4M
- Daily Journal CorporationDJCO3,607 shares · 0.0% of their software$1.7MFlat
- OneSpan Inc.OSPN104,146 shares · 0.0% of their software$1.7MFlat
- DescartesDSGX15,300 shares · 0.0% of their software$1.4M−$11.3M
- Red Violet, Inc.RDVT26,735 shares · 0.0% of their software$1.4MFlat
- SprinklrCXM173,097 shares · 0.0% of their software$1.3MFlat
- WixWIX7,445 shares · 0.0% of their software$1.3MFlat
- Rapid7RPD68,246 shares · 0.0% of their software$1.3MFlat
- NICENICE8,636 shares · 0.0% of their software$1.3MFlat
- UiPathPATH89,455 shares · 0.0% of their software$1.2MFlat
- FastlyFSLY133,892 shares · 0.0% of their software$1.1MFlat
- monday.comMNDY5,075 shares · 0.0% of their software · price −$613K$983KFlat
- Paysafe LimitedPSFE75,302 shares · 0.0% of their software$973KFlat
- PubMaticPUBM116,455 shares · 0.0% of their software$964KFlat
- Remitly Global, Inc.RELY56,681 shares · 0.0% of their software$924KFlat
- Mitek Systems, Inc.MITK88,511 shares · 0.0% of their software$865KFlat
- RingCentralRNG29,478 shares · 0.0% of their software$835KFlat
- Global-EGLBE22,724 shares · 0.0% of their software$813KFlat
- Telos CorporationTLS118,793 shares · 0.0% of their software$813KFlat
- N-ableNABL103,617 shares · 0.0% of their software$808KFlat
- Ribbon Communications Inc.RBBN208,102 shares · 0.0% of their software$791KFlat
- Xperi Inc.XPER117,989 shares · 0.0% of their software$765KFlat
- Bentley SystemsBSY12,854 shares · 0.0% of their software$662K−$3.0M
- 8x8EGHT308,068 shares · 0.0% of their software$653K—
- AppFolioAPPF2,252 shares · 0.0% of their software$621K−$510K
- WEX Inc.WEX3,870 shares · 0.0% of their software$610KFlat
- Immersion CorporationIMMR76,694 shares · 0.0% of their software$563KFlat
- Five9FIVN22,589 shares · 0.0% of their software$547KNew · +$598K
- PagerDutyPD30,558 shares · 0.0% of their software$505KFlat
- Cerence Inc.CRNC39,617 shares · 0.0% of their software$494KFlat
- SPS CommerceSPSC4,527 shares · 0.0% of their software$471K−$3.9M
- BILLBILL8,747 shares · 0.0% of their software$463KFlat
- C3.aiAI26,610 shares · 0.0% of their software$461KNew · +$654K
- Agora, Inc.API119,235 shares · 0.0% of their software$455KFlat
- Zeta GlobalZETA22,332 shares · 0.0% of their software$444KNew · Flat
- AvePointAVPT29,097 shares · 0.0% of their software$437K−$650K
- Health CatalystHCAT151,868 shares · 0.0% of their software$433KFlat
- Asure Software, Inc.ASUR51,210 shares · 0.0% of their software$420KFlat
- Ooma, Inc.OOMA33,742 shares · 0.0% of their software$405KFlat
- Blend Labs, Inc.BLND107,202 shares · 0.0% of their software$391KFlat
- AsanaASAN28,141 shares · 0.0% of their software$376KFlat
- GigaCloud Technology Inc.GCT12,824 shares · 0.0% of their software$364KNew · Flat
- ReposiTrak, Inc.TRAK23,981 shares · 0.0% of their software$355KFlat
- SentinelOneS19,510 shares · 0.0% of their software$344KFlat
- TrimbleTRMB4,154 shares · 0.0% of their software$339KFlat
- Tyler TechnologiesTYL634 shares · 0.0% of their software$332KFlat
- EverCommerceEVCM29,608 shares · 0.0% of their software$330KFlat
- SemrushSEMR41,518 shares · 0.0% of their software$294K—
- Commerce.com, Inc.CMRC54,638 shares · 0.0% of their software$273KFlat
- CS Disco, Inc.LAW39,609 shares · 0.0% of their software$256KFlat
- TenableTENB7,772 shares · 0.0% of their software$227K−$29.3M
- BlackbaudBLKB3,494 shares · 0.0% of their software$225KNew · Flat
- Expensify, Inc.EXFY121,441 shares · 0.0% of their software$225KFlat
- Definitive HealthcareDH27,873 shares · 0.0% of their software$113KNew · Flat
- PowerFleet, Inc.AIOT10,390 shares · 0.0% of their software$54KNew · Flat