Generalist · Kansas City, MO
American Century Companies
Q1 2026 · compared with Q4 2025
Filed as American Century Companies INC
- Software
- $14.6B
- Weight of 13F
- 7.5%
- Names
- 177
- Net bought
- −$296M
2,816 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
- MicrosoftMSFT16,151,639 shares · 41.0% of their software · price −$1.8B$6.0B+$497M
- CloudflareNET3,627,255 shares · 5.1% of their software · price +$33.3M$748M+$89.3M
- PalantirPLTR4,280,120 shares · 4.3% of their software · price −$135M$626M+$135M
- OracleORCL3,239,249 shares · 3.3% of their software · price −$155M$477M−$202M
- DatadogDDOG3,804,623 shares · 3.1% of their software · price −$68.3M$449M+$21.2M
- SnowflakeSNOW2,630,847 shares · 2.7% of their software · price −$180M$397M−$11.0M
- AppLovinAPP991,256 shares · 2.7% of their software · price −$273M$395MFlat
- CadenceCDNS1,228,875 shares · 2.3% of their software · price −$42.7M$341M−$21.1M
- ZscalerZS2,384,425 shares · 2.3% of their software · price −$202M$335MFlat
- Fair IsaacFICO258,827 shares · 1.9% of their software · price −$161M$276M−$156M
- Uber Technologies, Inc.UBER3,683,744 shares · 1.8% of their software · price −$36.0M$265M+$57.3M
- SynopsysSNPS626,991 shares · 1.7% of their software · price −$45.9M$249MFlat
- ServiceNowNOW2,354,685 shares · 1.7% of their software · price −$115M$246M−$7.5M
- OktaOKTA3,059,944 shares · 1.7% of their software · price −$23.7M$241M+$4.1M
- F5, Inc.FFIV784,767 shares · 1.6% of their software · price +$26.7M$227M+$25.7M
- Palo Alto NetworksPANW1,199,019 shares · 1.3% of their software · price −$28.6M$192M−$19.8M
- CrowdStrikeCRWD491,906 shares · 1.3% of their software · price −$38.5M$192M−$15.5M
- DynatraceDT4,676,894 shares · 1.2% of their software · price −$29.7M$173M−$112M
- ShopifySHOP1,415,395 shares · 1.2% of their software · price −$59.9M$168M+$55.4M
- EVERTEC, Inc.EVTC5,049,513 shares · 1.0% of their software · price −$4.4M$142M−$5.2M
- SalesforceCRM688,097 shares · 0.9% of their software · price −$53.8M$128M−$248M
- Euronet Worldwide, Inc.EEFT1,660,360 shares · 0.8% of their software · price −$16.2M$110M−$8.6M
- Amdocs LimitedDOX1,465,325 shares · 0.7% of their software · price −$22.3M$95.6M−$11.5M
- DocuSignDOCU1,988,583 shares · 0.6% of their software · price −$41.7M$94.3M−$27.1M
- Corpay, Inc.CPAY322,032 shares · 0.6% of their software · price −$3.2M$93.7MFlat
- AdobeADBE357,205 shares · 0.6% of their software · price −$38.2M$86.8M−$33.6M
- AkamaiAKAM749,994 shares · 0.6% of their software · price +$20.7M$86.1M+$60.4M
- ePlus inc.PLUS976,209 shares · 0.5% of their software · price −$12.2M$73.5M−$3.1M
- TwilioTWLO562,606 shares · 0.5% of their software · price −$9.2M$70.8M+$23.1M
- ToastTOST2,597,902 shares · 0.5% of their software · price −$23.4M$68.9M+$37.7M
- MongoDBMDB267,414 shares · 0.4% of their software · price −$46.8M$65.5MFlat
- SamsaraIOT2,046,939 shares · 0.4% of their software · price −$7.7M$64.9M+$17.2M
- KlaviyoKVYO2,923,295 shares · 0.4% of their software · price −$38.0M$56.9MFlat
- Diebold Nixdorf, IncorporatedDBD742,736 shares · 0.4% of their software · price +$5.6M$56.0M+$9.8M
- Lyft, Inc.LYFT4,145,671 shares · 0.4% of their software · price −$25.2M$55.1M+$58.1M
- MagniteMGNI4,626,816 shares · 0.4% of their software · price −$20.1M$55.0M−$10.7M
- IntuitINTU125,099 shares · 0.4% of their software · price −$28.8M$54.1M+$5.7M
- Block, Inc.XYZ882,270 shares · 0.4% of their software · price −$4.3M$53.1M+$2.4M
- Q2QTWO1,107,101 shares · 0.4% of their software · price −$27.5M$52.4M−$4.9M
- Agilysys, Inc.AGYS733,780 shares · 0.4% of their software · price −$35.0M$52.2M+$18.2M
- PegasystemsPEGA1,210,562 shares · 0.4% of their software · price −$20.8M$51.5M−$34.1M
- HubSpotHUBS194,310 shares · 0.3% of their software · price −$30.5M$47.4M−$25.3M
- Automatic Data Processing, Inc.ADP223,741 shares · 0.3% of their software · price −$12.1M$45.5M−$39.7M
- InterDigital, Inc.IDCC142,403 shares · 0.3% of their software · price −$2.3M$43.0M−$13.3M
- Chime Financial, Inc.CHYM2,009,531 shares · 0.3% of their software · price −$12.9M$37.6M+$12.1M
- Core Scientific, Inc.CORZ2,501,760 shares · 0.3% of their software · price +$1.0M$37.4M+$17.8M
- Payoneer Global Inc.PAYO7,648,738 shares · 0.3% of their software · price −$6.0M$36.9MFlat
- Dave Inc.DAVE198,628 shares · 0.2% of their software · price −$9.4M$34.6M−$14.9M
- DescartesDSGX468,511 shares · 0.2% of their software · price −$7.5M$33.5M+$39.7M
- WorkdayWDAY255,540 shares · 0.2% of their software · price −$21.7M$33.2M−$84.6M
- VeriskVRSK173,366 shares · 0.2% of their software · price −$5.9M$32.9M+$3.8M
- FortinetFTNT321,869 shares · 0.2% of their software · price +$744K$26.3M−$16.1M
- SAPSAP147,164 shares · 0.2% of their software · price −$10.6M$25.2M+$6.5M
- VeevaVEEV133,432 shares · 0.2% of their software · price −$6.3M$23.4M−$79.5M
- BroadridgeBR140,797 shares · 0.2% of their software · price −$8.5M$22.9M−$20.5M
- BrazeBRZE942,207 shares · 0.2% of their software · price −$10.1M$22.2MNew · +$32.3M
- ZoomZM271,353 shares · 0.1% of their software · price −$1.6M$21.8M−$1.7M
- AutodeskADSK90,996 shares · 0.1% of their software · price −$5.2M$21.8M−$3.6M
- Pagaya Technologies Ltd.PGY1,694,860 shares · 0.1% of their software · price −$15.7M$19.7M+$6.0M
- ElasticESTC371,756 shares · 0.1% of their software · price −$9.5M$18.6M−$3.2M
- ProgressPRGS707,807 shares · 0.1% of their software · price −$12.3M$18.2M−$1.4M
- NetApp, Inc.NTAP141,538 shares · 0.1% of their software · price −$665K$14.5M−$13.2M
- DuolingoDUOL130,564 shares · 0.1% of their software · price −$10.0M$12.9M+$3.1M
- Alarm.com Holdings, Inc.ALRM288,399 shares · 0.1% of their software · price −$2.3M$12.5M+$9.7M
- Paychex, Inc.PAYX135,101 shares · 0.1% of their software · price −$2.7M$12.4M+$3.7M
- Cellebrite DI Ltd.CLBT829,394 shares · 0.1% of their software · price −$3.5M$11.4M+$4.3M
- Roper Technologies, Inc.ROP31,437 shares · 0.1% of their software · price −$2.9M$11.1M−$19.7M
- VeriSign, Inc.VRSN44,517 shares · 0.1% of their software$11.1MFlat
- International Money Express, Inc.IMXI698,527 shares · 0.1% of their software$11.0M+$1.9M
- NutanixNTNX288,214 shares · 0.1% of their software · price −$3.9M$11.0M+$6.0M
- Repay Holdings CorporationRPAY4,087,521 shares · 0.1% of their software · price −$4.3M$10.6MFlat
- PagSeguro Digital Ltd.PAGS959,308 shares · 0.1% of their software$9.6M+$2.4M
- Adeia Inc.ADEA373,603 shares · 0.1% of their software · price +$2.5M$9.0MFlat
- PhreesiaPHR1,018,235 shares · 0.1% of their software · price −$8.7M$8.5MFlat
- NCR Atleos CorporationNATL188,929 shares · 0.1% of their software · price +$1.0M$8.2MFlat
- RingCentralRNG176,130 shares · 0.0% of their software · price +$1.5M$6.6M−$716K
- GuidewireGWRE41,639 shares · 0.0% of their software · price −$2.1M$6.2M+$2.9M
- MorningstarMORN36,642 shares · 0.0% of their software · price −$1.8M$6.2M+$7.6M
- Upbound Group, Inc.UPBD342,949 shares · 0.0% of their software$6.2M+$1.3M
- QualysQLYS68,677 shares · 0.0% of their software · price −$3.1M$6.0M−$5.3M
- NetScout Systems, Inc.NTCT188,206 shares · 0.0% of their software · price +$890K$6.0MFlat
- GoDaddyGDDY71,732 shares · 0.0% of their software · price −$3.0M$5.9M−$546K
- GigaCloud Technology Inc.GCT129,465 shares · 0.0% of their software · price +$790K$5.9M−$5.5M
- TeradataTDC216,124 shares · 0.0% of their software · price −$1.0M$5.5MFlat
- PaycomPAYC45,450 shares · 0.0% of their software · price −$1.7M$5.5M+$511K
- Strategy IncMSTR41,834 shares · 0.0% of their software · price −$1.1M$5.2MFlat
- A10 Networks, Inc.ATEN222,369 shares · 0.0% of their software · price +$1.2M$5.1MFlat
- Manhattan AssociatesMANH36,669 shares · 0.0% of their software · price −$1.5M$4.9M−$2.8M
- Clear Secure, Inc.YOU100,367 shares · 0.0% of their software · price +$1.3M$4.9M+$591K
- AtlassianTEAM67,892 shares · 0.0% of their software · price −$6.4M$4.6M+$2.5M
- LiveRamp Holdings, Inc.RAMP148,526 shares · 0.0% of their software$3.9MFlat
- ProcorePCOR65,825 shares · 0.0% of their software · price −$1.0M$3.8M+$2.9M
- FastlyFSLY126,409 shares · 0.0% of their software · price +$2.4M$3.7MFlat
- NIQ Global Intelligence plcNIQ316,284 shares · 0.0% of their software · price −$1.6M$3.6M+$5.0M
- OneSpan Inc.OSPN329,296 shares · 0.0% of their software · price −$761K$3.5M+$1.6M
- Check PointCHKP23,513 shares · 0.0% of their software · price −$1.0M$3.4M−$1.1M
- BlackLineBL85,741 shares · 0.0% of their software · price −$1.6M$3.2M−$65.6M
- DropboxDBX138,729 shares · 0.0% of their software · price −$705K$3.2M−$16.4M
- OpenTextOTEX132,886 shares · 0.0% of their software · price −$1.4M$3.0MFlat
- UiPathPATH264,175 shares · 0.0% of their software · price −$1.4M$2.9M−$1.4M
- FactSetFDS13,392 shares · 0.0% of their software · price −$980K$2.9M+$674K
- DoubleVerifyDV302,899 shares · 0.0% of their software · price −$588K$2.9MFlat
- PaylocityPCTY25,271 shares · 0.0% of their software · price −$1.1M$2.7M−$11.8M
- DoximityDOCS114,106 shares · 0.0% of their software · price −$2.4M$2.7M+$536K
- BILLBILL68,647 shares · 0.0% of their software · price −$1.1M$2.6M+$3.3M
- ACI WorldwideACIW62,859 shares · 0.0% of their software$2.6M−$38.1M
- CoStarCSGP61,958 shares · 0.0% of their software · price −$1.7M$2.5M−$984K
- BlackbaudBLKB55,910 shares · 0.0% of their software · price −$1.4M$2.2M+$927K
- FlywireFLYW177,378 shares · 0.0% of their software$2.1M+$737K
- ZoomInfoZI307,207 shares · 0.0% of their software$1.8M—
- Fiserv, Inc.FISV32,161 shares · 0.0% of their software$1.8M−$3.3M
- Calix, Inc.CALX36,182 shares · 0.0% of their software$1.8MFlat
- CourseraCOUR300,853 shares · 0.0% of their software$1.8M−$22.9M
- Daily Journal CorporationDJCO3,601 shares · 0.0% of their software$1.7MFlat
- Grab Holdings LimitedGRAB444,566 shares · 0.0% of their software · price −$591K$1.6MFlat
- CommvaultCVLT18,961 shares · 0.0% of their software · price −$900K$1.5MFlat
- Mitek Systems, Inc.MITK106,368 shares · 0.0% of their software$1.4MFlat
- The Trade DeskTTD62,795 shares · 0.0% of their software · price −$959K$1.4M−$26.4M
- Remitly Global, Inc.RELY89,749 shares · 0.0% of their software$1.4MFlat
- BoxBOX48,552 shares · 0.0% of their software$1.1M−$13.8M
- NICENICE9,050 shares · 0.0% of their software$998KFlat
- Red Violet, Inc.RDVT27,420 shares · 0.0% of their software · price −$613K$949KFlat
- PubMaticPUBM112,272 shares · 0.0% of their software$918KFlat
- Global-EGLBE28,800 shares · 0.0% of their software$888KFlat
- SprinklrCXM129,956 shares · 0.0% of their software$780KFlat
- Gen DigitalGEN41,320 shares · 0.0% of their software$778KFlat
- Zeta GlobalZETA48,061 shares · 0.0% of their software$765KFlat
- TenableTENB44,702 shares · 0.0% of their software$756KFlat
- SS&CSSNC10,906 shares · 0.0% of their software$737K−$2.9M
- PaymentusPAY26,997 shares · 0.0% of their software$686KNew · +$853K
- FreshworksFRSH82,925 shares · 0.0% of their software$666K+$893K
- Xperi Inc.XPER118,844 shares · 0.0% of their software$666KFlat
- AvePointAVPT69,675 shares · 0.0% of their software$663KFlat
- PTCPTC4,416 shares · 0.0% of their software$629K−$3.2M
- Ooma, Inc.OOMA41,166 shares · 0.0% of their software$599KFlat
- Donnelley Financial Solutions, Inc.DFIN12,104 shares · 0.0% of their software$571K−$1.7M
- N-ableNABL114,462 shares · 0.0% of their software$535KFlat
- Five9FIVN33,464 shares · 0.0% of their software$508KFlat
- SPS CommerceSPSC8,644 shares · 0.0% of their software$481KSplit
- Agora, Inc.API133,168 shares · 0.0% of their software$471KFlat
- Bentley SystemsBSY13,392 shares · 0.0% of their software$470KFlat
- 8x8EGHT275,371 shares · 0.0% of their software$457KFlat
- WEX Inc.WEX2,970 shares · 0.0% of their software$455KFlat
- Ribbon Communications Inc.RBBN212,363 shares · 0.0% of their software$450KFlat
- Rapid7RPD81,232 shares · 0.0% of their software · price −$787K$448KFlat
- Asure Software, Inc.ASUR49,986 shares · 0.0% of their software$430KFlat
- Telos CorporationTLS101,765 shares · 0.0% of their software$426KFlat
- Shift4 Payments, Inc.FOUR9,364 shares · 0.0% of their software$409KFlat
- Cerence Inc.CRNC64,130 shares · 0.0% of their software$405KFlat
- Immersion CorporationIMMR73,623 shares · 0.0% of their software$402KFlat
- CoreWeave, Inc.CRWV5,100 shares · 0.0% of their software$395KNew · Flat
- Figma, Inc.FIG18,240 shares · 0.0% of their software$386KNew · +$682K
- Tyler TechnologiesTYL1,119 shares · 0.0% of their software$383KFlat
- AppFolioAPPF2,372 shares · 0.0% of their software$374KFlat
- WixWIX4,153 shares · 0.0% of their software$374K−$636K
- Intapp, Inc.INTA14,198 shares · 0.0% of their software$365KNew · +$651K
- EverCommerceEVCM27,731 shares · 0.0% of their software$317KFlat
- PowerFleet, Inc.AIOT95,565 shares · 0.0% of their software$294KFlat
- Thryv Holdings, Inc.THRY90,931 shares · 0.0% of their software$249KFlat
- Rubrik, Inc.RBRK4,990 shares · 0.0% of their software$244KNew · Flat
- Digital TurbineAPPS81,539 shares · 0.0% of their software$235KFlat
- UnityU10,303 shares · 0.0% of their software$226KNew · Flat
- TrimbleTRMB3,460 shares · 0.0% of their software$226KFlat
- PagerDutyPD35,263 shares · 0.0% of their software$219KSplit
- Clearwater AnalyticsCWAN8,936 shares · 0.0% of their software$211KNew
- Bandwidth Inc.BAND11,171 shares · 0.0% of their software$199KNew · Flat
- Commerce.com, Inc.CMRC73,890 shares · 0.0% of their software$197KFlat
- ReposiTrak, Inc.TRAK23,981 shares · 0.0% of their software$182KFlat
- CS Disco, Inc.LAW44,699 shares · 0.0% of their software$171KFlat
- AsanaASAN25,733 shares · 0.0% of their software$165KFlat
- AmplitudeAMPL22,808 shares · 0.0% of their software$156KFlat
- Health CatalystHCAT112,810 shares · 0.0% of their software$143KFlat
- Simulations PlusSLP10,795 shares · 0.0% of their software$128KNew · Flat
- SmartRent, Inc.SMRT69,042 shares · 0.0% of their software$104KFlat
- C3.aiAI11,624 shares · 0.0% of their software$98KNew · Flat
- CertaraCERT14,934 shares · 0.0% of their software$85KNew · Flat
- Definitive HealthcareDH26,904 shares · 0.0% of their software$33KFlat