Generalist · Kansas City, MO
American Century Companies
Q4 2025 · compared with Q3 2025
Filed as American Century Companies INC
- Software
- $19.0B
- Weight of 13F
- 9.6%
- Names
- 177
- Net bought
- +$334M
Filed 13 February 2026 · SEC filing.
2,798 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
- MicrosoftMSFT15,124,398 shares · 38.6% of their software · price −$519M$7.3B−$204M
- OracleORCL4,275,358 shares · 4.4% of their software · price −$369M$833M−$271M
- AppLovinAPP1,000,279 shares · 3.6% of their software · price −$44.7M$674M+$138M
- PalantirPLTR3,523,086 shares · 3.3% of their software · price −$16.5M$626M+$152M
- CloudflareNET3,174,409 shares · 3.3% of their software · price −$55.4M$626M+$52.2M
- Fair IsaacFICO351,273 shares · 3.1% of their software · price +$68.2M$594M+$23.0M
- SnowflakeSNOW2,680,788 shares · 3.1% of their software · price −$16.6M$588M+$130M
- ZscalerZS2,401,772 shares · 2.8% of their software · price −$180M$540MFlat
- DatadogDDOG3,648,860 shares · 2.6% of their software · price −$23.4M$496M−$7.8M
- SalesforceCRM1,625,520 shares · 2.3% of their software · price +$45.4M$431M−$215M
- CadenceCDNS1,296,275 shares · 2.1% of their software · price −$50.1M$405M−$20.5M
- ServiceNowNOW2,403,443 shares · 1.9% of their software · price −$1.8B$368M+$1.8B
- DynatraceDT7,269,493 shares · 1.7% of their software · price −$37.1M$315M−$31.5M
- SynopsysSNPS630,847 shares · 1.6% of their software · price −$14.9M$296M−$89.8M
- OktaOKTA3,012,111 shares · 1.4% of their software · price −$15.8M$260M+$7.8M
- CrowdStrikeCRWD524,911 shares · 1.3% of their software · price −$11.3M$246MFlat
- Uber Technologies, Inc.UBER2,981,980 shares · 1.3% of their software · price −$48.5M$244M−$231M
- Palo Alto NetworksPANW1,306,301 shares · 1.3% of their software · price −$25.4M$241M+$129M
- F5, Inc.FFIV684,169 shares · 0.9% of their software · price −$46.5M$175M+$84.0M
- ShopifySHOP1,071,332 shares · 0.9% of their software · price +$13.2M$172M−$138M
- DocuSignDOCU2,384,840 shares · 0.9% of their software · price −$8.8M$163M−$122M
- AdobeADBE453,185 shares · 0.8% of their software · price −$1.3M$159M+$11.6M
- EVERTEC, Inc.EVTC5,226,583 shares · 0.8% of their software · price −$24.5M$152M+$11.2M
- WorkdayWDAY649,546 shares · 0.7% of their software · price −$16.9M$140M−$163M
- Euronet Worldwide, Inc.EEFT1,773,427 shares · 0.7% of their software · price −$20.7M$135M+$2.8M
- Amdocs LimitedDOX1,607,806 shares · 0.7% of their software · price −$2.5M$129M−$3.4M
- MongoDBMDB267,548 shares · 0.6% of their software · price +$29.2M$112M−$6.9M
- VeevaVEEV489,674 shares · 0.6% of their software · price −$36.6M$109M+$31.2M
- PegasystemsPEGA1,782,082 shares · 0.6% of their software · price +$4.0M$106M+$11.2M
- HubSpotHUBS257,347 shares · 0.5% of their software · price −$17.1M$103M−$10.8M
- Automatic Data Processing, Inc.ADP378,161 shares · 0.5% of their software · price −$13.7M$97.3M−$139M
- Corpay, Inc.CPAY320,225 shares · 0.5% of their software · price +$4.1M$96.4MFlat
- KlaviyoKVYO2,895,304 shares · 0.5% of their software · price +$13.8M$94.0M+$21.5M
- ePlus inc.PLUS1,011,761 shares · 0.5% of their software · price +$16.9M$88.7MFlat
- MagniteMGNI5,286,928 shares · 0.5% of their software · price −$29.3M$85.8M+$15.1M
- Q2QTWO1,175,229 shares · 0.4% of their software$84.8M+$2.1M
- IntuitINTU116,528 shares · 0.4% of their software · price −$2.4M$77.2M+$2.1M
- BlackLineBL1,272,708 shares · 0.4% of their software · price +$2.8M$70.4M−$716K
- Agilysys, Inc.AGYS580,328 shares · 0.4% of their software · price +$7.9M$69.0M−$4.2M
- Dave Inc.DAVE265,747 shares · 0.3% of their software · price +$5.9M$58.8M+$7.2M
- InterDigital, Inc.IDCC184,240 shares · 0.3% of their software · price −$4.9M$58.7M+$19.9M
- TwilioTWLO399,921 shares · 0.3% of their software · price +$16.9M$56.9M+$29.3M
- SamsaraIOT1,561,107 shares · 0.3% of their software · price −$2.8M$55.3M−$8.4M
- Block, Inc.XYZ846,134 shares · 0.3% of their software · price −$6.1M$55.1M+$6.3M
- ToastTOST1,536,698 shares · 0.3% of their software · price −$1.5M$54.6M+$1.9M
- BroadridgeBR232,461 shares · 0.3% of their software · price −$3.5M$51.9M+$7.0M
- Payoneer Global Inc.PAYO7,640,519 shares · 0.2% of their software · price −$3.3M$42.9M+$1.9M
- FortinetFTNT524,404 shares · 0.2% of their software · price −$2.4M$41.6M−$14.0M
- ACI WorldwideACIW859,325 shares · 0.2% of their software · price −$4.3M$41.1M−$41.2M
- Diebold Nixdorf, IncorporatedDBD599,101 shares · 0.2% of their software · price +$6.5M$40.7M+$5.5M
- Chime Financial, Inc.CHYM1,529,287 shares · 0.2% of their software · price +$7.6M$38.5MNew · +$30.8M
- GitLabGTLB962,118 shares · 0.2% of their software · price −$7.3M$36.1M+$9.4M
- VeriskVRSK156,323 shares · 0.2% of their software · price −$4.3M$35.0M−$76.9M
- Roper Technologies, Inc.ROP75,583 shares · 0.2% of their software · price −$4.0M$33.6M−$182M
- ProgressPRGS740,590 shares · 0.2% of their software · price −$718K$31.8M+$4.0M
- ElasticESTC414,355 shares · 0.2% of their software · price −$3.7M$31.3M−$3.8M
- AutodeskADSK103,054 shares · 0.2% of their software · price −$2.2M$30.5M+$10.8M
- Pagaya Technologies Ltd.PGY1,410,054 shares · 0.2% of their software · price −$12.4M$29.5M+$9.4M
- SAPSAP120,363 shares · 0.2% of their software · price −$2.9M$29.2M+$875K
- The Trade DeskTTD757,858 shares · 0.2% of their software · price −$8.4M$28.8M−$17.5M
- NetApp, Inc.NTAP264,744 shares · 0.1% of their software · price −$3.0M$28.4M+$24.2M
- CourseraCOUR3,414,062 shares · 0.1% of their software · price −$14.9M$25.1M+$36.1M
- ZoomZM291,178 shares · 0.1% of their software · price +$1.1M$25.1M+$4.7M
- Lyft, Inc.LYFT1,148,662 shares · 0.1% of their software · price −$3.0M$22.2M−$9.3M
- Life360, Inc.LIF340,527 shares · 0.1% of their software · price −$14.4M$21.8M−$8.4M
- DropboxDBX727,694 shares · 0.1% of their software · price −$1.8M$20.2M+$8.1M
- SchrödingerSDGR1,107,677 shares · 0.1% of their software · price −$2.4M$19.8MFlat
- DuolingoDUOL112,682 shares · 0.1% of their software · price −$16.5M$19.8M+$2.4M
- Core Scientific, Inc.CORZ1,279,551 shares · 0.1% of their software · price −$4.3M$18.6MNew · +$23.0M
- PhreesiaPHR1,039,138 shares · 0.1% of their software · price −$6.9M$17.6M+$550K
- PaylocityPCTY102,510 shares · 0.1% of their software · price −$694K$15.6M−$57.6M
- BoxBOX509,375 shares · 0.1% of their software · price −$1.2M$15.2M+$1.6M
- Repay Holdings CorporationRPAY3,971,655 shares · 0.1% of their software · price −$6.3M$14.5M−$14.1M
- QualysQLYS108,763 shares · 0.1% of their software$14.5M−$10.3M
- Paychex, Inc.PAYX102,105 shares · 0.1% of their software · price −$1.5M$11.5MFlat
- Cellebrite DI Ltd.CLBT591,053 shares · 0.1% of their software$10.7M+$2.4M
- GigaCloud Technology Inc.GCT268,932 shares · 0.1% of their software · price +$2.9M$10.6M+$7.3M
- VeriSign, Inc.VRSN42,735 shares · 0.1% of their software · price −$1.6M$10.4M−$1.0M
- Alight, Inc.ALIT5,153,708 shares · 0.1% of their software · price −$6.8M$10.0M−$6.6M
- GoDaddyGDDY76,131 shares · 0.0% of their software · price −$971K$9.4M−$10.3M
- Manhattan AssociatesMANH52,704 shares · 0.0% of their software · price −$1.7M$9.1M−$133M
- NutanixNTNX171,554 shares · 0.0% of their software · price −$3.9M$8.9M−$13.3M
- International Money Express, Inc.IMXI572,202 shares · 0.0% of their software · price +$795K$8.8M+$1.8M
- AtlassianTEAM52,271 shares · 0.0% of their software$8.5M+$1.2M
- NCR Atleos CorporationNATL186,284 shares · 0.0% of their software$7.1MFlat
- PagSeguro Digital Ltd.PAGS710,742 shares · 0.0% of their software$6.9M+$935K
- PaycomPAYC42,242 shares · 0.0% of their software · price −$2.1M$6.7M−$5.3M
- Netskope, Inc.NTSK380,416 shares · 0.0% of their software · price −$2.0M$6.7MFlat
- Adeia Inc.ADEA364,143 shares · 0.0% of their software$6.3MFlat
- TeradataTDC200,510 shares · 0.0% of their software · price +$1.8M$6.1M−$582K
- Strategy IncMSTR39,216 shares · 0.0% of their software · price −$6.7M$6.0M+$890K
- RingCentralRNG200,930 shares · 0.0% of their software$5.8M+$4.9M
- UiPathPATH347,143 shares · 0.0% of their software · price +$1.0M$5.7M+$3.4M
- GuidewireGWRE27,413 shares · 0.0% of their software · price −$791K$5.5M−$113M
- Check PointCHKP29,254 shares · 0.0% of their software · price −$625K$5.4M+$993K
- Fiserv, Inc.FISV80,707 shares · 0.0% of their software · price −$5.0M$5.4M−$38.6M
- CoStarCSGP76,595 shares · 0.0% of their software · price −$1.3M$5.2M−$40.1M
- AkamaiAKAM57,579 shares · 0.0% of their software · price +$662K$5.0M+$609K
- NetScout Systems, Inc.NTCT185,340 shares · 0.0% of their software$5.0MFlat
- Alarm.com Holdings, Inc.ALRM97,764 shares · 0.0% of their software$5.0MFlat
- Upbound Group, Inc.UPBD268,405 shares · 0.0% of their software · price −$1.6M$4.7M−$2.0M
- DoximityDOCS101,998 shares · 0.0% of their software · price −$2.9M$4.5M−$8.8M
- OpenTextOTEX129,714 shares · 0.0% of their software · price −$623K$4.2MFlat
- LiveRamp Holdings, Inc.RAMP141,658 shares · 0.0% of their software$4.2MFlat
- A10 Networks, Inc.ATEN229,477 shares · 0.0% of their software$4.1MFlat
- PTCPTC22,808 shares · 0.0% of their software · price −$657K$4.0MFlat
- SS&CSSNC43,949 shares · 0.0% of their software$3.8MFlat
- DoubleVerifyDV302,806 shares · 0.0% of their software$3.5MFlat
- FactSetFDS11,069 shares · 0.0% of their software$3.2MFlat
- Clear Secure, Inc.YOU83,530 shares · 0.0% of their software$2.9MFlat
- OneSpan Inc.OSPN204,357 shares · 0.0% of their software · price −$623K$2.6M+$1.6M
- BlackbaudBLKB41,275 shares · 0.0% of their software$2.6M+$2.4M
- ZoomInfoZI246,388 shares · 0.0% of their software$2.5MNew
- Donnelley Financial Solutions, Inc.DFIN49,365 shares · 0.0% of their software$2.3M−$669K
- CommvaultCVLT18,230 shares · 0.0% of their software · price −$1.2M$2.3MFlat
- Calix, Inc.CALX40,668 shares · 0.0% of their software$2.2MFlat
- Grab Holdings LimitedGRAB431,218 shares · 0.0% of their software$2.2M−$1.3M
- YextYEXT258,197 shares · 0.0% of their software$2.1MFlat
- ProcorePCOR25,757 shares · 0.0% of their software$1.9MNew · +$1.9M
- FlywireFLYW125,348 shares · 0.0% of their software$1.8MFlat
- Daily Journal CorporationDJCO3,608 shares · 0.0% of their software$1.8MFlat
- FastlyFSLY165,452 shares · 0.0% of their software$1.7MFlat
- Red Violet, Inc.RDVT27,505 shares · 0.0% of their software$1.6MFlat
- DescartesDSGX15,916 shares · 0.0% of their software$1.4MFlat
- Gen DigitalGEN41,294 shares · 0.0% of their software$1.1M−$2.0M
- Rapid7RPD70,828 shares · 0.0% of their software$1.1MFlat
- WixWIX10,279 shares · 0.0% of their software · price −$758K$1.1M+$503K
- SprinklrCXM131,720 shares · 0.0% of their software$1.0MFlat
- NICENICE9,032 shares · 0.0% of their software$1.0MFlat
- PubMaticPUBM114,120 shares · 0.0% of their software$1.0MFlat
- Mitek Systems, Inc.MITK95,347 shares · 0.0% of their software$1.0MFlat
- monday.comMNDY6,281 shares · 0.0% of their software$927KFlat
- N-ableNABL118,600 shares · 0.0% of their software$887KFlat
- Global-EGLBE22,005 shares · 0.0% of their software$865KFlat
- AvePointAVPT61,625 shares · 0.0% of their software$856KFlat
- Remitly Global, Inc.RELY57,928 shares · 0.0% of their software$799KFlat
- Xperi Inc.XPER119,961 shares · 0.0% of their software$703KFlat
- TenableTENB26,693 shares · 0.0% of their software$628K+$552K
- Paysafe LimitedPSFE77,411 shares · 0.0% of their software$626KFlat
- Ribbon Communications Inc.RBBN213,946 shares · 0.0% of their software$616KFlat
- Thryv Holdings, Inc.THRY96,592 shares · 0.0% of their software · price −$581K$584K−$10.1M
- 8x8EGHT295,349 shares · 0.0% of their software$582K—
- JFrogFROG9,204 shares · 0.0% of their software$575KNew · Flat
- AppFolioAPPF2,455 shares · 0.0% of their software$571KFlat
- Agora, Inc.API132,808 shares · 0.0% of their software$541KFlat
- Telos CorporationTLS105,273 shares · 0.0% of their software$537KFlat
- Cerence Inc.CRNC49,367 shares · 0.0% of their software$528KFlat
- Immersion CorporationIMMR76,694 shares · 0.0% of their software$522KFlat
- Bentley SystemsBSY13,389 shares · 0.0% of their software$511KFlat
- Asure Software, Inc.ASUR51,210 shares · 0.0% of their software$482KFlat
- Zeta GlobalZETA23,554 shares · 0.0% of their software$479KFlat
- Five9FIVN23,303 shares · 0.0% of their software$467KFlat
- Ooma, Inc.OOMA38,777 shares · 0.0% of their software$455KFlat
- SemrushSEMR36,489 shares · 0.0% of their software$434K—
- BILLBILL7,415 shares · 0.0% of their software$404KFlat
- SPS CommerceSPSC4,375 shares · 0.0% of their software$390KFlat
- MorningstarMORN1,766 shares · 0.0% of their software$384K−$4.3M
- WEX Inc.WEX2,487 shares · 0.0% of their software$371KFlat
- EverCommerceEVCM29,608 shares · 0.0% of their software$359KFlat
- AsanaASAN25,758 shares · 0.0% of their software$353KFlat
- CS Disco, Inc.LAW44,699 shares · 0.0% of their software$347KFlat
- Tyler TechnologiesTYL759 shares · 0.0% of their software$345KFlat
- TrimbleTRMB4,177 shares · 0.0% of their software$327KFlat
- Health CatalystHCAT132,137 shares · 0.0% of their software$316KFlat
- ReposiTrak, Inc.TRAK23,981 shares · 0.0% of their software$297KFlat
- Shift4 Payments, Inc.FOUR4,694 shares · 0.0% of their software$296K−$33.2M
- AmplitudeAMPL22,808 shares · 0.0% of their software$264KNew · Flat
- Commerce.com, Inc.CMRC60,176 shares · 0.0% of their software$248KFlat
- PowerFleet, Inc.AIOT46,090 shares · 0.0% of their software$245KFlat
- PagerDutyPD17,377 shares · 0.0% of their software$228KFlat
- NIQ Global Intelligence plcNIQ11,398 shares · 0.0% of their software$188KNew · Flat
- Expensify, Inc.EXFY121,441 shares · 0.0% of their software$183KFlat
- Digital TurbineAPPS27,825 shares · 0.0% of their software$139KNew · Flat
- FreshworksFRSH10,049 shares · 0.0% of their software$123KNew · Flat
- Definitive HealthcareDH27,160 shares · 0.0% of their software$78KFlat
- SmartRent, Inc.SMRT19,261 shares · 0.0% of their software$39KNew · Flat
- Datavault AI Inc.DVLT24,402 shares · 0.0% of their software$16KNew · Flat