Generalist · New York, NY
Goldman Sachs
Q1 2019 · compared with Q4 2018
Filed as Goldman Sachs Group INC
- Software
- $14.3B
- Weight of 13F
- 4.9%
- Names
- 114
- Net bought
- −$845M
Filed 15 May 2019 · SEC filing.
Call exposure on these names is $531M across 21 lines. Calls are not in the stock total.
4,087 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
- MicrosoftMSFT38,533,364 shares · 31.8% of their software · price +$631M$4.5B−$153M
- OracleORCL15,974,164 shares · 6.0% of their software · price +$137M$858M−$178M
- AdobeADBE2,865,335 shares · 5.3% of their software · price +$115M$764M−$155M
- IntuitINTU2,672,275 shares · 4.9% of their software · price +$173M$699M−$204M
- SalesforceCRM4,019,487 shares · 4.5% of their software · price +$86.0M$637M−$17.9M
- ServiceNowNOW2,435,008 shares · 4.2% of their software · price +$167M$600M+$79.1M
- Block, Inc.XYZ5,163,245 shares · 2.7% of their software · price +$97.2M$387M−$16.6M
- Automatic Data Processing, Inc.ADP2,153,241 shares · 2.4% of their software · price +$61.6M$344M−$23.2M
- Palo Alto NetworksPANW1,311,667 shares · 2.2% of their software · price +$71.5M$319M+$10.1M
- FortinetFTNT3,323,373 shares · 2.0% of their software · price +$45.0M$279M+$13.0M
- GoDaddyGDDY3,653,303 shares · 1.9% of their software · price +$35.0M$275M−$8.4M
- Fiserv, Inc.FISV2,824,615 shares · 1.7% of their software · price +$41.8M$249M+$20.6M
- AutodeskADSK1,574,504 shares · 1.7% of their software · price +$42.8M$245M−$36.0M
- Paychex, Inc.PAYX2,732,742 shares · 1.5% of their software · price +$41.1M$219MFlat
- SAPSAP1,858,946 shares · 1.5% of their software · price +$29.6M$215M+$5.4M
- CadenceCDNS3,313,175 shares · 1.5% of their software · price +$66.4M$210M+$7.3M
- VeriSign, Inc.VRSN1,057,449 shares · 1.3% of their software · price +$35.2M$192M+$19.3M
- PTCPTC1,986,932 shares · 1.3% of their software · price +$18.4M$183MFlat
- F5, Inc.FFIV1,002,645 shares · 1.1% of their software · price −$5.1M$157M+$30.8M
- Roper Technologies, Inc.ROP443,583 shares · 1.1% of their software · price +$33.5M$152M−$36.4M
- WorkdayWDAY779,494 shares · 1.1% of their software · price +$25.9M$150M−$121M
- VeriskVRSK1,001,600 shares · 0.9% of their software · price +$24.0M$133M+$5.6M
- CoStarCSGP216,392 shares · 0.7% of their software · price +$27.9M$101M+$41.7M
- NetApp, Inc.NTAP1,453,350 shares · 0.7% of their software · price +$14.1M$101M−$16.2M
- VeevaVEEV783,849 shares · 0.7% of their software · price +$29.4M$99.4M+$12.6M
- HubSpotHUBS541,385 shares · 0.6% of their software · price +$21.9M$90.0M+$30.3M
- CommvaultCVLT1,319,877 shares · 0.6% of their software · price +$7.5M$85.4M+$6.6M
- AkamaiAKAM1,077,931 shares · 0.5% of their software · price +$11.5M$77.3M−$23.5M
- NetScout Systems, Inc.NTCT2,711,781 shares · 0.5% of their software · price +$12.0M$76.1M−$2.6M
- Check PointCHKP593,476 shares · 0.5% of their software · price +$14.1M$75.1M−$3.1M
- PaycomPAYC389,186 shares · 0.5% of their software · price +$26.0M$73.6MSplit
- The Trade DeskTTD368,521 shares · 0.5% of their software · price +$30.2M$72.9M+$10.7M
- SynopsysSNPS619,578 shares · 0.5% of their software · price +$19.2M$71.3M−$15.8M
- RingCentralRNG595,149 shares · 0.4% of their software · price +$15.1M$64.2M+$15.6M
- OktaOKTA747,654 shares · 0.4% of their software · price +$14.2M$61.9M+$5.4M
- WixWIX510,998 shares · 0.4% of their software · price +$15.6M$61.7M+$12.0M
- TwilioTWLO431,882 shares · 0.4% of their software · price +$17.2M$55.8M−$20.1M
- OpenTextOTEX1,439,202 shares · 0.4% of their software · price +$8.4M$55.3M+$38.8M
- FactSetFDS219,550 shares · 0.4% of their software · price +$10.6M$54.5M+$667K
- BroadridgeBR525,373 shares · 0.4% of their software · price +$3.9M$54.5M−$17.6M
- LiveRamp Holdings, Inc.RAMP979,673 shares · 0.4% of their software · price +$15.6M$53.5M+$3.1M
- Amdocs LimitedDOX927,731 shares · 0.4% of their software · price −$4.1M$50.2M−$8.2M
- Euronet Worldwide, Inc.EEFT347,148 shares · 0.3% of their software · price +$14.0M$49.5M−$2.2M
- ShopifySHOP230,139 shares · 0.3% of their software · price +$15.7M$47.6M−$3.2M
- TrimbleTRMB1,161,311 shares · 0.3% of their software · price +$8.7M$46.9M+$5.6M
- GuidewireGWRE379,166 shares · 0.3% of their software · price +$6.4M$36.8M−$12.4M
- InterDigital, Inc.IDCC542,777 shares · 0.3% of their software$35.8M+$589K
- ACI WorldwideACIW1,057,166 shares · 0.2% of their software · price +$5.5M$34.8M−$2.3M
- Lyft, Inc.LYFT441,609 shares · 0.2% of their software$34.6MNew · +$34.6M
- WEX Inc.WEX176,690 shares · 0.2% of their software · price +$9.2M$33.9M−$55.9M
- Fair IsaacFICO119,946 shares · 0.2% of their software · price +$10.2M$32.6M+$2.5M
- PagSeguro Digital Ltd.PAGS1,074,030 shares · 0.2% of their software · price +$11.9M$32.1M−$58.2M
- Five9FIVN605,756 shares · 0.2% of their software · price +$5.5M$32.0M−$4.7M
- Manhattan AssociatesMANH527,868 shares · 0.2% of their software · price +$6.7M$29.1M+$6.0M
- DocuSignDOCU526,910 shares · 0.2% of their software · price +$6.2M$27.3M+$3.4M
- SS&CSSNC422,759 shares · 0.2% of their software · price +$7.9M$26.9M−$5.7M
- TeradataTDC611,008 shares · 0.2% of their software · price +$3.2M$26.7M−$4.0M
- Upbound Group, Inc.UPBD1,270,082 shares · 0.2% of their software · price +$5.9M$26.5M−$8.1M
- TenableTENB834,061 shares · 0.2% of their software · price +$7.9M$26.4M+$17.5M
- NutanixNTNX692,240 shares · 0.2% of their software · price −$2.7M$26.1M−$28.0M
- Tyler TechnologiesTYL127,609 shares · 0.2% of their software · price +$2.4M$26.1M−$500K
- StoneCo Ltd.STNE594,092 shares · 0.2% of their software · price +$13.5M$24.4M−$2.8M
- ProgressPRGS510,660 shares · 0.2% of their software · price +$4.5M$22.7M−$5.1M
- BoxBOX1,142,752 shares · 0.2% of their software · price +$2.8M$22.1MFlat
- Sabre CorporationSABR973,218 shares · 0.1% of their software$20.8M−$4.5M
- PaylocityPCTY232,347 shares · 0.1% of their software · price +$6.7M$20.7M−$3.5M
- ZscalerZS289,157 shares · 0.1% of their software · price +$9.2M$20.5M+$6.7M
- Rapid7RPD403,237 shares · 0.1% of their software · price +$7.8M$20.4M−$1.7M
- MorningstarMORN132,605 shares · 0.1% of their software · price +$2.1M$16.7MFlat
- QualysQLYS168,218 shares · 0.1% of their software · price +$1.3M$13.9M−$1.7M
- Alarm.com Holdings, Inc.ALRM213,631 shares · 0.1% of their software · price +$2.8M$13.9M+$4.8M
- BlackbaudBLKB173,033 shares · 0.1% of their software · price +$2.9M$13.8M−$25.0M
- WorkivaWK261,804 shares · 0.1% of their software · price +$3.9M$13.3M+$4.5M
- SPS CommerceSPSC110,392 shares · 0.1% of their software · price +$2.6M$11.7M−$2.0M
- BlackBerry LimitedBB1,029,049 shares · 0.1% of their software · price +$3.1M$10.4M−$1.9M
- 8x8EGHT475,551 shares · 0.1% of their software$9.6M—
- EVERTEC, Inc.EVTC319,090 shares · 0.1% of their software$8.9M−$2.6M
- DropboxDBX402,600 shares · 0.1% of their software · price +$552K$8.8M−$4.5M
- Q2QTWO124,076 shares · 0.1% of their software · price +$2.4M$8.6MFlat
- DescartesDSGX230,728 shares · 0.1% of their software · price +$2.3M$8.4M+$1.8M
- VaronisVRNS136,455 shares · 0.1% of their software · price +$918K$8.1MFlat
- NICENICE65,762 shares · 0.1% of their software · price +$940K$8.1M+$2.5M
- Strategy IncMSTR55,823 shares · 0.1% of their software · price +$921K$8.1M−$11.7M
- BlackLineBL172,608 shares · 0.1% of their software · price +$927K$8.0M+$4.2M
- DomoDOMO197,123 shares · 0.1% of their software$8.0M—
- Tucows Inc.TCX96,864 shares · 0.1% of their software · price +$2.0M$7.9M+$2.6M
- ePlus inc.PLUS88,407 shares · 0.1% of their software · price +$1.5M$7.8M−$510K
- PegasystemsPEGA114,052 shares · 0.1% of their software · price +$2.0M$7.4MFlat
- AppFolioAPPF88,087 shares · 0.0% of their software · price +$1.8M$7.0M−$820K
- YextYEXT317,196 shares · 0.0% of their software · price +$2.2M$6.9M+$2.0M
- AppianAPPN120,652 shares · 0.0% of their software · price +$931K$4.2M+$2.9M
- ElasticESTC36,787 shares · 0.0% of their software$2.9M+$1.6M
- Radware Ltd.RDWR110,399 shares · 0.0% of their software$2.9MFlat
- Lesaka Technologies, Inc.LSAK756,678 shares · 0.0% of their software · price −$832K$2.7M+$2.2M
- DHI Group, Inc.DHX1,051,085 shares · 0.0% of their software · price +$956K$2.6MFlat
- OneSpan Inc.OSPN112,457 shares · 0.0% of their software · price +$705K$2.2MFlat
- Donnelley Financial Solutions, Inc.DFIN134,536 shares · 0.0% of their software$2.0MFlat
- Bandwidth Inc.BAND29,431 shares · 0.0% of their software · price +$771K$2.0MNew · +$1.2M
- MongoDBMDB13,081 shares · 0.0% of their software · price +$828K$1.9M−$13.4M
- Digital TurbineAPPS413,179 shares · 0.0% of their software · price +$690K$1.4M+$701K
- Mitek Systems, Inc.MITK110,048 shares · 0.0% of their software$1.3M+$555K
- PDF Solutions, Inc.PDFS80,733 shares · 0.0% of their software$997KFlat
- Agilysys, Inc.AGYS45,531 shares · 0.0% of their software$964KFlat
- Ooma, Inc.OOMA68,332 shares · 0.0% of their software$905KFlat
- Ribbon Communications Inc.RBBN167,197 shares · 0.0% of their software$861KFlat
- International Money Express, Inc.IMXI69,293 shares · 0.0% of their software$808KNew · +$829K
- A10 Networks, Inc.ATEN90,589 shares · 0.0% of their software$642KFlat
- Xunlei LimitedXNET128,567 shares · 0.0% of their software$471KFlat
- Calix, Inc.CALX59,360 shares · 0.0% of their software$457KFlat
- i3 Verticals, Inc.IIIV16,078 shares · 0.0% of their software$386KFlat
- eGain CorporationEGAN33,255 shares · 0.0% of their software$348KNew · Flat
- Materialise NVMTLS20,390 shares · 0.0% of their software$321KNew · Flat
- Immersion CorporationIMMR37,323 shares · 0.0% of their software$315KNew · Flat
- Asure Software, Inc.ASUR13,355 shares · 0.0% of their software$82KNew · Flat