Generalist · New York, NY
Goldman Sachs
Q2 2019 · compared with Q1 2019
Filed as Goldman Sachs Group INC
- Software
- $20.0B
- Weight of 13F
- 6.5%
- Names
- 122
- Net bought
- +$4.5B
Filed 14 August 2019 · SEC filing.
Call exposure on these names is $598M across 26 lines. Calls are not in the stock total.
4,096 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
- MicrosoftMSFT43,771,593 shares · 29.4% of their software · price +$701M$5.9B+$618M
- Uber Technologies, Inc.UBER70,291,715 shares · 16.3% of their software$3.3BNew · +$3.3B
- AdobeADBE3,762,028 shares · 5.5% of their software · price +$106M$1.1B+$239M
- OracleORCL17,935,414 shares · 5.1% of their software · price +$58.5M$1.0B+$105M
- IntuitINTU2,759,020 shares · 3.6% of their software$721M+$22.7M
- SalesforceCRM4,486,136 shares · 3.4% of their software · price −$29.8M$681M+$73.9M
- ServiceNowNOW2,064,648 shares · 2.8% of their software · price +$58.0M$567M−$91.3M
- Automatic Data Processing, Inc.ADP2,414,803 shares · 2.0% of their software · price +$13.5M$399M+$41.8M
- Fiserv, Inc.FISV4,086,849 shares · 1.9% of their software · price +$11.8M$373M+$111M
- Block, Inc.XYZ5,107,633 shares · 1.9% of their software · price −$12.2M$370M−$4.2M
- VeriSign, Inc.VRSN1,480,560 shares · 1.6% of their software · price +$40.9M$310M+$76.8M
- Paychex, Inc.PAYX3,392,936 shares · 1.4% of their software · price +$7.1M$279M+$52.9M
- Palo Alto NetworksPANW1,291,095 shares · 1.3% of their software · price −$50.5M$263M−$5.0M
- VeevaVEEV1,607,268 shares · 1.3% of their software · price +$56.7M$261M+$104M
- CadenceCDNS3,353,498 shares · 1.2% of their software · price +$24.5M$237M+$2.6M
- AutodeskADSK1,368,488 shares · 1.1% of their software · price +$9.7M$223M−$32.1M
- GoDaddyGDDY2,999,242 shares · 1.1% of their software · price −$15.1M$210M−$49.2M
- PTCPTC2,230,491 shares · 1.0% of their software · price −$5.4M$200M+$22.5M
- Roper Technologies, Inc.ROP498,434 shares · 0.9% of their software · price +$12.1M$183M+$18.8M
- F5, Inc.FFIV1,076,958 shares · 0.8% of their software · price −$12.2M$157M+$11.7M
- WorkdayWDAY746,821 shares · 0.8% of their software · price +$9.5M$154M−$6.3M
- VeriskVRSK996,674 shares · 0.7% of their software · price +$13.4M$146MFlat
- FortinetFTNT1,771,170 shares · 0.7% of their software · price −$12.6M$136M−$130M
- CoStarCSGP222,628 shares · 0.6% of their software · price +$19.5M$123M+$2.9M
- SAPSAP889,100 shares · 0.6% of their software · price +$19.0M$122M−$112M
- HubSpotHUBS672,901 shares · 0.6% of their software · price +$2.9M$115M+$21.9M
- AkamaiAKAM1,278,351 shares · 0.5% of their software · price +$10.8M$102M+$14.4M
- PagSeguro Digital Ltd.PAGS2,553,759 shares · 0.5% of their software · price +$23.3M$99.5M+$44.2M
- OktaOKTA793,607 shares · 0.5% of their software · price +$32.4M$98.0M+$3.8M
- TwilioTWLO697,498 shares · 0.5% of their software · price +$5.0M$95.1M+$34.3M
- The Trade DeskTTD414,430 shares · 0.5% of their software · price +$12.4M$94.4M+$9.1M
- Amdocs LimitedDOX1,502,683 shares · 0.5% of their software · price +$12.0M$93.3M+$31.1M
- SynopsysSNPS684,336 shares · 0.4% of their software · price +$9.3M$88.1M+$7.5M
- ShopifySHOP285,375 shares · 0.4% of their software · price +$26.7M$85.7M+$11.4M
- NetApp, Inc.NTAP1,336,305 shares · 0.4% of their software · price −$10.2M$82.5M−$8.1M
- FactSetFDS270,329 shares · 0.4% of their software · price +$10.4M$77.5M+$12.6M
- NetScout Systems, Inc.NTCT2,871,921 shares · 0.4% of their software · price −$7.7M$72.9M+$4.5M
- Check PointCHKP627,310 shares · 0.4% of their software · price −$6.8M$72.5M+$4.3M
- CommvaultCVLT1,454,971 shares · 0.4% of their software · price −$22.0M$72.2M+$8.7M
- MongoDBMDB458,523 shares · 0.3% of their software · price +$2.3M$69.7M+$65.5M
- RingCentralRNG549,820 shares · 0.3% of their software · price +$3.9M$63.2M−$4.9M
- BroadridgeBR485,605 shares · 0.3% of their software · price +$11.6M$62.0M−$4.1M
- WixWIX426,773 shares · 0.3% of their software · price +$9.1M$60.6M−$10.2M
- LiveRamp Holdings, Inc.RAMP1,221,264 shares · 0.3% of their software · price −$7.4M$59.2M+$13.2M
- OpenTextOTEX1,423,976 shares · 0.3% of their software · price +$3.9M$58.7M−$585K
- Euronet Worldwide, Inc.EEFT336,148 shares · 0.3% of their software · price +$8.6M$56.6M−$1.6M
- PaycomPAYC234,139 shares · 0.3% of their software · price +$8.8M$53.1M−$29.3M
- ZscalerZS630,662 shares · 0.2% of their software · price +$3.6M$48.3M+$24.2M
- ACI WorldwideACIW1,286,743 shares · 0.2% of their software · price +$1.9M$44.2M+$7.5M
- Manhattan AssociatesMANH631,954 shares · 0.2% of their software · price +$9.0M$43.8M+$5.7M
- DocuSignDOCU839,477 shares · 0.2% of their software · price −$1.8M$41.7M+$16.2M
- GuidewireGWRE409,742 shares · 0.2% of their software · price +$1.7M$41.5M+$3.0M
- Five9FIVN741,475 shares · 0.2% of their software · price −$1.1M$38.0M+$7.2M
- Fair IsaacFICO115,499 shares · 0.2% of their software · price +$4.9M$36.3M−$1.2M
- WEX Inc.WEX161,900 shares · 0.2% of their software · price +$2.6M$33.7M−$2.8M
- Sabre CorporationSABR1,502,306 shares · 0.2% of their software · price +$1.2M$33.4M+$11.3M
- TrimbleTRMB709,860 shares · 0.2% of their software · price +$3.3M$32.0M−$18.2M
- NutanixNTNX1,148,790 shares · 0.1% of their software · price −$13.6M$29.8M+$17.2M
- PaylocityPCTY297,880 shares · 0.1% of their software · price +$1.4M$27.9M+$5.8M
- InterDigital, Inc.IDCC389,760 shares · 0.1% of their software · price −$616K$25.1M−$10.1M
- Tyler TechnologiesTYL112,331 shares · 0.1% of their software · price +$1.3M$24.3M−$3.1M
- SS&CSSNC380,339 shares · 0.1% of their software · price −$2.3M$21.9M−$2.7M
- Upbound Group, Inc.UPBD792,985 shares · 0.1% of their software · price +$4.6M$21.1M−$10.0M
- MorningstarMORN144,628 shares · 0.1% of their software · price +$2.7M$20.9M+$1.5M
- Rapid7RPD335,759 shares · 0.1% of their software · price +$2.4M$19.4M−$3.4M
- BoxBOX1,081,689 shares · 0.1% of their software · price −$1.8M$19.0M−$1.2M
- DropboxDBX722,022 shares · 0.1% of their software · price +$2.3M$18.1M+$7.0M
- Lyft, Inc.LYFT241,387 shares · 0.1% of their software · price −$3.0M$15.9M−$15.7M
- PegasystemsPEGA214,259 shares · 0.1% of their software · price +$1.3M$15.3M+$6.5M
- WorkivaWK254,133 shares · 0.1% of their software · price +$1.9M$14.8MFlat
- ProgressPRGS320,973 shares · 0.1% of their software$14.0M−$8.4M
- BlackbaudBLKB163,814 shares · 0.1% of their software · price +$618K$13.7M−$735K
- TeradataTDC375,192 shares · 0.1% of their software · price −$2.9M$13.5M−$10.3M
- 8x8EGHT535,180 shares · 0.1% of their software$12.9M—
- ePlus inc.PLUS181,620 shares · 0.1% of their software · price −$3.6M$12.5M+$8.3M
- VaronisVRNS167,228 shares · 0.1% of their software$10.4M+$1.8M
- Q2QTWO116,690 shares · 0.0% of their software · price +$828K$8.9M−$512K
- Strategy IncMSTR61,970 shares · 0.0% of their software$8.9M+$887K
- ElasticESTC117,697 shares · 0.0% of their software · price −$613K$8.8M+$6.5M
- SPS CommerceSPSC85,698 shares · 0.0% of their software$8.8M−$2.6M
- NICENICE60,561 shares · 0.0% of their software · price +$878K$8.3M−$637K
- QualysQLYS75,658 shares · 0.0% of their software$6.6M−$7.7M
- EVERTEC, Inc.EVTC199,350 shares · 0.0% of their software · price +$975K$6.5M−$3.3M
- Alarm.com Holdings, Inc.ALRM119,580 shares · 0.0% of their software · price −$1.4M$6.4M−$6.1M
- CrowdStrikeCRWD92,136 shares · 0.0% of their software$6.3MNew · +$6.3M
- YextYEXT312,943 shares · 0.0% of their software · price −$554K$6.3MFlat
- BlackLineBL114,536 shares · 0.0% of their software · price +$824K$6.1M−$2.7M
- TenableTENB199,124 shares · 0.0% of their software · price −$621K$5.7M−$20.1M
- Tucows Inc.TCX78,029 shares · 0.0% of their software · price −$1.6M$4.8M−$1.5M
- DHI Group, Inc.DHX1,236,489 shares · 0.0% of their software · price +$1.4M$4.4MFlat
- Radware Ltd.RDWR155,108 shares · 0.0% of their software$3.8M+$1.2M
- AppFolioAPPF34,894 shares · 0.0% of their software · price +$798K$3.6M−$4.2M
- BlackBerry LimitedBB442,811 shares · 0.0% of their software · price −$1.2M$3.3M−$5.9M
- DomoDOMO120,312 shares · 0.0% of their software$3.3M—
- AppianAPPN86,546 shares · 0.0% of their software$3.1M−$1.2M
- SoundThinking, Inc.SSTI60,499 shares · 0.0% of their software$2.7MNew · +$2.3M
- i3 Verticals, Inc.IIIV70,740 shares · 0.0% of their software$2.1M+$1.3M
- Ribbon Communications Inc.RBBN359,213 shares · 0.0% of their software$1.8M+$989K
- Mitek Systems, Inc.MITK160,284 shares · 0.0% of their software$1.6M+$615K
- ZoomZM14,242 shares · 0.0% of their software$1.3MNew · +$1.3M
- StoneCo Ltd.STNE35,972 shares · 0.0% of their software$1.1M−$22.9M
- International Money Express, Inc.IMXI73,803 shares · 0.0% of their software$1.0MFlat
- Paysign, Inc.PAYS76,065 shares · 0.0% of their software$1.0MNew · +$605K
- DescartesDSGX22,793 shares · 0.0% of their software$842K−$7.6M
- Agilysys, Inc.AGYS34,091 shares · 0.0% of their software$732KFlat
- Simulations PlusSLP24,012 shares · 0.0% of their software$686KNew · +$507K
- Donnelley Financial Solutions, Inc.DFIN43,243 shares · 0.0% of their software$577K−$1.4M
- FastlyFSLY27,155 shares · 0.0% of their software$551KNew · +$551K
- Ooma, Inc.OOMA50,228 shares · 0.0% of their software$527KFlat
- ReposiTrak, Inc.TRAK68,174 shares · 0.0% of their software$365KNew · +$545K
- A10 Networks, Inc.ATEN51,885 shares · 0.0% of their software$354KFlat
- Calix, Inc.CALX51,595 shares · 0.0% of their software$338KFlat
- Bandwidth Inc.BAND4,468 shares · 0.0% of their software$335K−$1.7M
- Xunlei LimitedXNET119,035 shares · 0.0% of their software$312KFlat
- Digital TurbineAPPS59,174 shares · 0.0% of their software$296K−$1.2M
- PDF Solutions, Inc.PDFS14,068 shares · 0.0% of their software$185K−$823K
- OneSpan Inc.OSPN12,381 shares · 0.0% of their software$175K−$1.9M
- Immersion CorporationIMMR17,129 shares · 0.0% of their software$130KFlat
- eGain CorporationEGAN15,614 shares · 0.0% of their software$127KFlat
- Veritone, Inc.VERI13,500 shares · 0.0% of their software$113KNew · Flat
- Asure Software, Inc.ASUR10,789 shares · 0.0% of their software$89KFlat
- Lesaka Technologies, Inc.LSAK21,693 shares · 0.0% of their software$87K−$2.6M