Ameriprise

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 2026206 names · $105M in calls, not in the total$33.2B+$1.3B
• Q1 2026199 names · $26.8M in calls, not in the total$28.7B−$1.8B
• Q4 2025210 names · $39.6M in calls, not in the total$38.7B+$3.7B
• Q3 2025212 names · $24.0M in calls, not in the total$42.2B−$27.4M
• Q2 2025203 names · $13.0M in calls, not in the total$41.5B−$68.2M
• Q1 2025207 names · $11.6M in calls, not in the total$34.3B−$527M
• Q4 2024212 names · $8.6M in calls, not in the total$38.5B+$758M
• Q3 2024197 names · $7.7M in calls, not in the total$36.6B+$196M
• Q2 2024189 names$36.0B+$968M
• Q1 2024186 names$34.3B+$119M
• Q4 2023180 names$32.1B−$1.3B
• Q3 2023177 names$28.5B−$18.4M
• Q2 2023173 names$29.7B−$628M
• Q1 2023175 names$26.3B−$178M
• Q4 2022174 names$22.8B−$504M
• Q3 2022172 names · $222K in calls, not in the total$22.7B+$810M
• Q2 2022164 names$25.0B+$4.5B
• Q1 2022169 names · $2.1M in calls, not in the total$31.7B+$401M
• Q4 2021171 names · $2.8M in calls, not in the total$35.4B+$3.0B
• Q3 2021159 names · $6.3M in calls, not in the total$30.9B−$2.5B
• Q2 2021154 names$32.3B+$4.5B
• Q1 2021141 names$27.7B+$947M
• Q4 2020133 names$26.5B−$284M
• Q3 2020130 names$23.5B+$94.5M
• Q2 2020123 names$21.8B+$519M
• Q1 2020116 names$16.0B+$273M
• Q4 2019114 names$17.1B+$758M
• Q3 2019112 names$14.7B+$72.6M
• Q2 2019105 names$14.9B−$534M
• Q1 201998 names · $257K in calls, not in the total$14.4B−$557M
• Q4 201895 names$12.4B+$134M
• Q3 201896 names$16.2B−$822M
• Q2 201890 names$13.5B−$198M
• Q1 201888 names$12.7B+$1.1B
• Q4 201783 names · $1.1M in calls, not in the total$10.5B−$275M
• Q3 201781 names$9.8B+$15.7M
• Q2 201784 names$9.2B−$460M
• Q1 201776 names$9.2B−$203M
• Q4 201674 names$8.5B−$424M
• Q3 201675 names$8.9B+$198M
• Q2 201672 names$8.0B—

What moved the book

The five software lines with the largest share change this quarter.

• MicrosoftMSFT−$184M$5.1B
• ServiceNowNOW−$99.0M$620M
• OracleORCL−$60.8M$539M
• SalesforceCRM−$57.3M$843M
• Palo Alto NetworksPANW−$57.3M$377M

Software held

• MicrosoftMSFT43,126,550 shares · 35.3% of their software · price +$706M$5.1B−$184M
• AdobeADBE6,185,103 shares · 11.4% of their software · price +$249M$1.6B−$17.0M
• SalesforceCRM5,320,950 shares · 5.9% of their software · price +$114M$843M−$57.3M
• ServiceNowNOW2,515,960 shares · 4.3% of their software · price +$172M$620M−$99.0M
• OracleORCL10,034,705 shares · 3.7% of their software · price +$85.9M$539M−$60.8M
• SynopsysSNPS4,253,884 shares · 3.4% of their software · price +$131M$490M−$31.9M
• VeriSign, Inc.VRSN2,289,545 shares · 2.9% of their software · price +$76.2M$416M−$14.3M
• Palo Alto NetworksPANW1,551,928 shares · 2.6% of their software · price +$84.6M$377M−$57.3M
• Automatic Data Processing, Inc.ADP2,132,561 shares · 2.4% of their software · price +$61.0M$341MFlat
• Block, Inc.XYZ4,305,534 shares · 2.2% of their software · price +$81.1M$323M−$2.8M
• NetApp, Inc.NTAP4,064,374 shares · 2.0% of their software · price +$39.3M$282M+$15.8M
• PagSeguro Digital Ltd.PAGS8,330,545 shares · 1.7% of their software · price +$92.6M$249M−$49.8M
• FortinetFTNT2,883,183 shares · 1.7% of their software · price +$39.0M$243M−$5.7M
• TeradataTDC4,862,596 shares · 1.5% of their software · price +$25.7M$212M+$6.2M
• AutodeskADSK1,316,315 shares · 1.4% of their software · price +$35.8M$205M+$22.3M
• CadenceCDNS2,378,745 shares · 1.0% of their software · price +$47.6M$151M+$3.7M
• WorkdayWDAY705,555 shares · 0.9% of their software · price +$23.4M$136M−$26.7M
• IntuitINTU484,723 shares · 0.9% of their software · price +$31.3M$127M−$2.0M
• GoDaddyGDDY1,675,159 shares · 0.9% of their software · price +$16.0M$126M+$50.8M
• QualysQLYS1,276,575 shares · 0.7% of their software · price +$10.2M$106M+$20.7M
• Paychex, Inc.PAYX1,193,446 shares · 0.7% of their software · price +$18.0M$95.7M−$43.4M
• Tyler TechnologiesTYL439,621 shares · 0.6% of their software · price +$8.2M$89.9M+$3.3M
• Euronet Worldwide, Inc.EEFT601,464 shares · 0.6% of their software · price +$24.2M$86.1M−$29.8M
• VeevaVEEV672,219 shares · 0.6% of their software · price +$25.2M$85.3M+$22.1M
• F5, Inc.FFIV538,646 shares · 0.6% of their software · price −$2.7M$84.5M+$7.0M
• FactSetFDS339,436 shares · 0.6% of their software · price +$16.3M$84.3M−$19.6M
• CoStarCSGP163,186 shares · 0.5% of their software · price +$21.1M$76.1M+$13.0M
• Fair IsaacFICO240,270 shares · 0.5% of their software · price +$20.3M$65.3M−$4.6M
• Fiserv, Inc.FISV663,223 shares · 0.4% of their software · price +$9.8M$58.5M+$2.1M
• VeriskVRSK367,835 shares · 0.3% of their software · price +$8.8M$48.9M+$26.0M
• WEX Inc.WEX240,167 shares · 0.3% of their software · price +$12.5M$46.1M−$2.5M
• ZscalerZS646,270 shares · 0.3% of their software · price +$20.5M$45.8M+$11.6M
• BlackLineBL929,040 shares · 0.3% of their software · price +$5.0M$43.0M−$12.2M
• ePlus inc.PLUS479,645 shares · 0.3% of their software · price +$8.3M$42.5M+$3.2M
• SAPSAP349,157 shares · 0.3% of their software · price +$5.6M$40.4M−$2.0M
• TrimbleTRMB931,762 shares · 0.3% of their software · price +$7.0M$37.6M−$3.4M
• LiveRamp Holdings, Inc.RAMP669,599 shares · 0.3% of their software · price +$10.7M$36.5M+$18.1M
• Q2QTWO511,644 shares · 0.2% of their software · price +$10.1M$35.4M−$13.1M
• PaylocityPCTY395,064 shares · 0.2% of their software · price +$11.4M$35.2M−$5.7M
• Check PointCHKP266,463 shares · 0.2% of their software · price +$6.4M$33.9M+$1.1M
• PTCPTC361,420 shares · 0.2% of their software · price +$3.4M$33.4M−$1.6M
• StoneCo Ltd.STNE784,157 shares · 0.2% of their software · price +$17.8M$32.2M−$2.7M
• Manhattan AssociatesMANH581,657 shares · 0.2% of their software · price +$7.4M$32.1M+$6.5M
• GuidewireGWRE325,896 shares · 0.2% of their software · price +$5.5M$31.7M−$18.0M
• TwilioTWLO238,273 shares · 0.2% of their software · price +$9.5M$30.8M+$9.3M
• SPS CommerceSPSC269,552 shares · 0.2% of their software · price +$6.4M$28.6M−$760K
• PaycomPAYC150,571 shares · 0.2% of their software · price +$10.0M$28.5M+$1.6M
• ProgressPRGS546,975 shares · 0.2% of their software · price +$4.9M$24.3M−$2.0M
• HubSpotHUBS137,474 shares · 0.2% of their software · price +$5.6M$22.8M+$3.6M
• ACI WorldwideACIW596,397 shares · 0.1% of their software · price +$3.1M$19.6M−$1.5M
• Roper Technologies, Inc.ROP57,135 shares · 0.1% of their software · price +$4.3M$19.5M+$2.4M
• BlackbaudBLKB238,906 shares · 0.1% of their software · price +$4.0M$19.0MFlat
• Sabre CorporationSABR821,857 shares · 0.1% of their software$17.6MFlat
• MongoDBMDB113,716 shares · 0.1% of their software · price +$7.2M$16.7M−$682K
• CommvaultCVLT246,184 shares · 0.1% of their software · price +$1.4M$15.9MFlat
• Strategy IncMSTR107,498 shares · 0.1% of their software · price +$1.8M$15.5M−$5.2M
• Ooma, Inc.OOMA1,113,887 shares · 0.1% of their software · price −$713K$14.7M−$974K
• DescartesDSGX395,655 shares · 0.1% of their software · price +$3.9M$14.4MFlat
• Endava plcDAVA517,823 shares · 0.1% of their software · price +$1.7M$14.2M+$5.1M
• EVERTEC, Inc.EVTC508,916 shares · 0.1% of their software$14.2M−$1.5M
• BroadridgeBR136,031 shares · 0.1% of their software · price +$1.0M$14.1M−$18.9M
• Alarm.com Holdings, Inc.ALRM216,280 shares · 0.1% of their software · price +$2.8M$14.0M−$1.9M
• NetScout Systems, Inc.NTCT477,444 shares · 0.1% of their software · price +$2.1M$13.4M+$2.0M
• NutanixNTNX347,120 shares · 0.1% of their software · price −$1.3M$13.1M−$25.7M
• OktaOKTA156,470 shares · 0.1% of their software · price +$3.0M$12.9M−$1.8M
• RingCentralRNG118,826 shares · 0.1% of their software · price +$3.0M$12.8MFlat
• NICENICE103,661 shares · 0.1% of their software · price +$1.5M$12.7M+$864K
• The Trade DeskTTD63,964 shares · 0.1% of their software · price +$5.2M$12.7MFlat
• SS&CSSNC198,935 shares · 0.1% of their software · price +$3.7M$12.7M+$3.8M
• Five9FIVN235,922 shares · 0.1% of their software · price +$2.1M$12.5M−$4.1M
• Amdocs LimitedDOX223,518 shares · 0.1% of their software · price −$999K$12.1M−$561K
• 8x8EGHT533,888 shares · 0.1% of their software$10.8M—
• InterDigital, Inc.IDCC156,612 shares · 0.1% of their software$10.3M−$3.9M
• AkamaiAKAM137,879 shares · 0.1% of their software · price +$1.5M$9.9M+$1.9M
• Upbound Group, Inc.UPBD454,981 shares · 0.1% of their software · price +$2.1M$9.5M+$1.4M
• BoxBOX444,701 shares · 0.1% of their software · price +$1.1M$8.6M+$4.0M
• VaronisVRNS125,410 shares · 0.1% of their software · price +$844K$7.5M+$2.3M
• Lyft, Inc.LYFT92,612 shares · 0.1% of their software$7.2MNew · +$7.3M
• WixWIX48,717 shares · 0.0% of their software · price +$1.5M$5.9M+$2.0M
• ShopifySHOP28,257 shares · 0.0% of their software · price +$1.9M$5.8M+$1.9M
• Rapid7RPD109,784 shares · 0.0% of their software · price +$2.1M$5.6M−$4.4M
• ElasticESTC60,935 shares · 0.0% of their software · price +$511K$4.9M+$2.2M
• Immersion CorporationIMMR453,687 shares · 0.0% of their software$3.8MFlat
• TenableTENB119,620 shares · 0.0% of their software · price +$1.1M$3.8MFlat
• Radware Ltd.RDWR130,563 shares · 0.0% of their software$3.4MFlat
• OneSpan Inc.OSPN172,758 shares · 0.0% of their software · price +$1.1M$3.3MFlat
• Donnelley Financial Solutions, Inc.DFIN187,683 shares · 0.0% of their software$2.8MFlat
• MorningstarMORN17,458 shares · 0.0% of their software$2.2MFlat
• SoundThinking, Inc.SSTI54,581 shares · 0.0% of their software$2.1MNew · +$1.7M
• Agilysys, Inc.AGYS98,170 shares · 0.0% of their software · price +$671K$2.1MFlat
• PDF Solutions, Inc.PDFS153,245 shares · 0.0% of their software · price +$601K$1.9MFlat
• YextYEXT84,553 shares · 0.0% of their software · price +$593K$1.8M−$1.7M
• DocuSignDOCU23,179 shares · 0.0% of their software$1.2M+$583K
• Calix, Inc.CALX122,702 shares · 0.0% of their software$945K−$1.2M
• Ribbon Communications Inc.RBBN174,800 shares · 0.0% of their software$901KNew · +$843K
• OpenTextOTEX20,388 shares · 0.0% of their software$784KFlat
• WorkivaWK4,019 shares · 0.0% of their software$204K−$1.1M
• BlackBerry LimitedBB10,905 shares · 0.0% of their software$110KFlat