Generalist · New York, NY
Goldman Sachs
Q4 2017 · compared with Q3 2017
Filed as Goldman Sachs Group INC
- Software
- $12.3B
- Weight of 13F
- 3.7%
- Names
- 95
- Net bought
- +$351M
Filed 14 February 2018 · SEC filing.
Call exposure on these names is $419M across 33 lines. Calls are not in the stock total.
4,026 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 2026296 names · $2.8B in calls, not in the total$67.3B+$6.6B
- Q1 2026286 names · $4.0B in calls, not in the total$56.0B+$12.6B
- Q4 2025286 names · $3.8B in calls, not in the total$59.9B+$5.5B
- Q3 2025273 names · $4.3B in calls, not in the total$66.4B+$6.0B
- Q2 2025265 names · $4.1B in calls, not in the total$58.1B−$2.7B
- Q1 2025260 names$49.4B+$8.1B
- Q4 2024258 names · $2.3B in calls, not in the total$46.7B+$261M
- Q3 2024247 names · $3.6B in calls, not in the total$44.8B+$1.3B
- Q2 2024238 names · $3.7B in calls, not in the total$43.8B+$4.0B
- Q1 2024229 names · $2.5B in calls, not in the total$38.9B−$2.3B
- Q4 2023227 names · $2.3B in calls, not in the total$38.4B+$1.8B
- Q3 2023216 names · $2.5B in calls, not in the total$30.6B+$616M
- Q2 2023221 names · $1.9B in calls, not in the total$31.6B−$1.2B
- Q1 2023222 names · $928M in calls, not in the total$28.4B−$641M
- Q4 2022218 names · $989M in calls, not in the total$24.6B−$311M
- Q3 2022213 names · $616M in calls, not in the total$24.9B+$2.3B
- Q2 2022212 names · $683M in calls, not in the total$26.1B+$6.5B
- Q1 2022209 names · $971M in calls, not in the total$30.5B−$1.1B
- Q4 2021209 names · $990M in calls, not in the total$36.6B+$3.6B
- Q3 2021197 names · $1.2B in calls, not in the total$32.8B+$3.9B
- Q2 2021182 names · $788M in calls, not in the total$27.7B+$3.6B
- Q1 2021164 names · $966M in calls, not in the total$23.3B+$632M
- Q4 2020157 names · $1.2B in calls, not in the total$22.8B−$2.0B
- Q3 2020148 names · $1.5B in calls, not in the total$22.2B−$705M
- Q2 2020141 names · $644M in calls, not in the total$20.7B−$1.3B
- Q1 2020135 names · $559M in calls, not in the total$16.5B−$2.5B
- Q4 2019131 names · $498M in calls, not in the total$20.4B−$280M
- Q3 2019129 names · $477M in calls, not in the total$19.0B+$273M
- Q2 2019122 names · $598M in calls, not in the total$20.0B+$4.5B
- Q1 2019114 names · $531M in calls, not in the total$14.3B−$845M
- Q4 2018108 names · $480M in calls, not in the total$12.7B−$1.0B
- Q3 2018109 names · $459M in calls, not in the total$15.9B+$361M
- Q2 2018104 names · $434M in calls, not in the total$13.4B−$1.9B
- Q1 2018104 names · $511M in calls, not in the total$14.2B+$799M
- Q4 201795 names · $419M in calls, not in the total$12.3B+$351M
- Q3 201793 names · $705M in calls, not in the total$11.0B+$55.2M
- Q2 201792 names · $647M in calls, not in the total$10.4B+$546M
- Q1 201793 names · $960M in calls, not in the total$9.2B+$572M
- Q4 201689 names · $781M in calls, not in the total$7.8B+$717M
- Q3 201688 names · $609M in calls, not in the total$7.0B+$398M
- Q2 201685 names · $622M in calls, not in the total$6.1B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT44,709,931 shares · 31.0% of their software · price +$494M$3.8B+$204M
- OracleORCL31,136,800 shares · 11.9% of their software · price −$33.3M$1.5B+$203M
- AdobeADBE4,188,948 shares · 6.0% of their software · price +$109M$734M+$37.9M
- IntuitINTU3,879,359 shares · 5.0% of their software · price +$60.7M$612M+$60.1M
- SalesforceCRM5,821,398 shares · 4.8% of their software · price +$51.3M$595M+$156M
- Automatic Data Processing, Inc.ADP2,805,427 shares · 2.7% of their software · price +$22.1M$329M+$18.3M
- ServiceNowNOW2,476,948 shares · 2.6% of their software · price +$31.9M$323M−$18.7M
- Roper Technologies, Inc.ROP1,179,406 shares · 2.5% of their software · price +$18.4M$305M−$8.3M
- AutodeskADSK2,658,557 shares · 2.3% of their software · price −$19.8M$279M+$54.6M
- CadenceCDNS6,075,810 shares · 2.1% of their software · price +$14.3M$254M+$7.4M
- Paychex, Inc.PAYX3,511,649 shares · 1.9% of their software · price +$28.5M$239M−$7.0M
- Fiserv, Inc.FISV1,717,798 shares · 1.8% of their software · price +$3.7M$225M−$11.5M
- WorkdayWDAY2,111,998 shares · 1.7% of their software · price −$7.7M$215M+$28.4M
- Block, Inc.XYZ5,783,013 shares · 1.6% of their software · price +$33.9M$200M−$16.9M
- F5, Inc.FFIV1,470,058 shares · 1.6% of their software · price +$15.7M$193M−$7.7M
- GoDaddyGDDY3,729,351 shares · 1.5% of their software · price +$25.2M$188M−$10.3M
- Palo Alto NetworksPANW1,215,703 shares · 1.4% of their software · price +$1.0M$176M+$9.7M
- SynopsysSNPS2,034,814 shares · 1.4% of their software · price +$9.6M$173M+$3.4M
- AkamaiAKAM2,196,984 shares · 1.2% of their software · price +$35.9M$143M+$20.4M
- VeriSign, Inc.VRSN1,233,164 shares · 1.1% of their software · price +$9.9M$141M−$57.6M
- Amdocs LimitedDOX1,623,960 shares · 0.9% of their software · price +$1.9M$106M−$41.0M
- BroadridgeBR1,110,967 shares · 0.8% of their software · price +$10.8M$101M−$14.4M
- NetApp, Inc.NTAP1,808,110 shares · 0.8% of their software · price +$20.9M$100M+$1.8M
- NetScout Systems, Inc.NTCT3,104,292 shares · 0.8% of their software · price −$5.9M$94.5M−$12.2M
- Tyler TechnologiesTYL527,021 shares · 0.8% of their software · price +$1.4M$93.3M−$31.1M
- CoStarCSGP308,180 shares · 0.7% of their software · price +$8.8M$91.5M+$24.9M
- SAPSAP772,677 shares · 0.7% of their software · price +$2.1M$86.8M−$98.3M
- CommvaultCVLT1,624,144 shares · 0.7% of their software · price −$13.5M$85.3M+$25.3M
- Sabre CorporationSABR4,030,281 shares · 0.7% of their software · price +$9.7M$82.6M+$5.6M
- Check PointCHKP754,786 shares · 0.6% of their software · price −$7.8M$78.2M−$18.0M
- GuidewireGWRE983,150 shares · 0.6% of their software · price −$3.5M$73.0M+$4.9M
- VeriskVRSK694,067 shares · 0.5% of their software · price +$8.9M$66.6M+$8.5M
- PTCPTC788,312 shares · 0.4% of their software · price +$3.5M$47.9M−$44.6M
- Fair IsaacFICO299,226 shares · 0.4% of their software · price +$3.8M$45.8M+$709K
- InterDigital, Inc.IDCC515,377 shares · 0.3% of their software · price +$1.2M$39.2M−$8.3M
- VeevaVEEV616,740 shares · 0.3% of their software · price −$697K$34.1M−$14.4M
- WEX Inc.WEX229,860 shares · 0.3% of their software · price +$6.7M$32.5M+$2.9M
- TrimbleTRMB794,999 shares · 0.3% of their software · price +$1.1M$32.3M−$14.6M
- Manhattan AssociatesMANH604,844 shares · 0.2% of their software · price +$4.8M$30.0MFlat
- FactSetFDS148,646 shares · 0.2% of their software · price +$1.9M$28.7M−$45.8M
- SS&CSSNC696,494 shares · 0.2% of their software$28.2M−$4.2M
- FortinetFTNT583,808 shares · 0.2% of their software · price +$4.6M$25.5MFlat
- ShopifySHOP241,831 shares · 0.2% of their software · price −$3.7M$24.4M−$12.1M
- TeradataTDC597,341 shares · 0.2% of their software · price +$2.8M$23.0MFlat
- BlackBerry LimitedBB1,977,841 shares · 0.2% of their software$22.1M−$2.3M
- Euronet Worldwide, Inc.EEFT253,798 shares · 0.2% of their software · price −$2.7M$21.4M−$9.1M
- PaycomPAYC204,420 shares · 0.1% of their software · price +$1.1M$16.4M−$3.4M
- Strategy IncMSTR107,270 shares · 0.1% of their software$14.1M+$3.2M
- ACI WorldwideACIW611,713 shares · 0.1% of their software$13.9M+$1.7M
- BlackbaudBLKB124,120 shares · 0.1% of their software · price +$830K$11.7M−$7.3M
- HubSpotHUBS115,514 shares · 0.1% of their software · price +$502K$10.2M−$10.7M
- WixWIX155,148 shares · 0.1% of their software · price −$2.2M$8.9M−$14.4M
- RingCentralRNG175,308 shares · 0.1% of their software · price +$1.2M$8.5M−$1.6M
- Upbound Group, Inc.UPBD754,406 shares · 0.1% of their software$8.4M+$4.4M
- BoxBOX393,104 shares · 0.1% of their software · price +$708K$8.3M−$3.4M
- ProgressPRGS191,921 shares · 0.1% of their software · price +$844K$8.2MFlat
- Q2QTWO216,129 shares · 0.1% of their software · price −$1.0M$8.0M+$7.7M
- PaylocityPCTY160,244 shares · 0.1% of their software$7.6M−$3.8M
- OpenTextOTEX201,347 shares · 0.1% of their software · price +$681K$7.2M−$2.9M
- The Trade DeskTTD144,445 shares · 0.1% of their software · price −$2.3M$6.6M+$1.8M
- PegasystemsPEGA132,961 shares · 0.1% of their software · price −$1.4M$6.3M+$1.9M
- AppFolioAPPF125,748 shares · 0.0% of their software · price −$811K$5.2M+$1.3M
- Five9FIVN199,703 shares · 0.0% of their software$5.0MFlat
- QualysQLYS81,337 shares · 0.0% of their software · price +$614K$4.8M+$792K
- 8x8EGHT322,239 shares · 0.0% of their software$4.5M—
- Alarm.com Holdings, Inc.ALRM120,303 shares · 0.0% of their software · price −$894K$4.5M+$5.0M
- MongoDBMDB151,381 shares · 0.0% of their software$4.5MNew · +$4.5M
- VaronisVRNS91,672 shares · 0.0% of their software · price +$610K$4.5M+$1.9M
- EVERTEC, Inc.EVTC324,988 shares · 0.0% of their software · price −$715K$4.4M−$1.6M
- ePlus inc.PLUS56,310 shares · 0.0% of their software · price −$971K$4.2M+$1.2M
- SPS CommerceSPSC85,689 shares · 0.0% of their software · price −$696K$4.2MFlat
- TwilioTWLO149,645 shares · 0.0% of their software · price −$935K$3.5M−$5.0M
- NICENICE31,295 shares · 0.0% of their software$2.9MFlat
- MorningstarMORN28,245 shares · 0.0% of their software$2.7MFlat
- Radware Ltd.RDWR131,034 shares · 0.0% of their software$2.5M−$3.3M
- Xunlei LimitedXNET139,467 shares · 0.0% of their software · price +$1.6M$2.1MFlat
- NutanixNTNX59,611 shares · 0.0% of their software · price +$768K$2.1MFlat
- Donnelley Financial Solutions, Inc.DFIN102,629 shares · 0.0% of their software$2.0MFlat
- DescartesDSGX50,409 shares · 0.0% of their software$1.4M+$1.1M
- DHI Group, Inc.DHX699,841 shares · 0.0% of their software$1.3MFlat
- BlackLineBL39,355 shares · 0.0% of their software$1.3MFlat
- A10 Networks, Inc.ATEN141,782 shares · 0.0% of their software$1.1MFlat
- PDF Solutions, Inc.PDFS64,894 shares · 0.0% of their software$1.0MNew · +$1.0M
- Ribbon Communications Inc.RBBN106,730 shares · 0.0% of their software$825KNew · +$816K
- Lesaka Technologies, Inc.LSAK68,693 shares · 0.0% of their software$817K+$559K
- Rapid7RPD31,275 shares · 0.0% of their software$584KFlat
- Agilysys, Inc.AGYS44,990 shares · 0.0% of their software$552KFlat
- Mitek Systems, Inc.MITK42,313 shares · 0.0% of their software$379KFlat
- WorkivaWK15,725 shares · 0.0% of their software$337KNew · Flat
- Calix, Inc.CALX45,365 shares · 0.0% of their software$270KFlat
- Immersion CorporationIMMR28,847 shares · 0.0% of their software$204KFlat
- Ooma, Inc.OOMA14,834 shares · 0.0% of their software$177KFlat
- Asure Software, Inc.ASUR10,635 shares · 0.0% of their software$150KNew · Flat
- ReposiTrak, Inc.TRAK15,648 shares · 0.0% of their software$149KNew · Flat
- Digital TurbineAPPS69,500 shares · 0.0% of their software$124KFlat