Generalist · New York, NY
Goldman Sachs
Q2 2020 · compared with Q1 2020
Filed as Goldman Sachs Group INC
- Software
- $20.7B
- Weight of 13F
- 7.2%
- Names
- 141
- Net bought
- −$1.3B
Filed 12 August 2020 · SEC filing.
Call exposure on these names is $644M across 30 lines. Calls are not in the stock total.
4,252 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
- MicrosoftMSFT35,168,476 shares · 34.6% of their software · price +$1.6B$7.2B−$834M
- AdobeADBE3,035,249 shares · 6.4% of their software · price +$355M$1.3B−$202M
- Fiserv, Inc.FISV9,932,818 shares · 4.7% of their software · price +$26.1M$970M+$112M
- Block, Inc.XYZ6,652,600 shares · 3.4% of their software · price +$350M$698M+$44.7M
- OracleORCL11,302,007 shares · 3.0% of their software · price +$78.4M$625M−$136M
- IntuitINTU2,071,011 shares · 3.0% of their software · price +$137M$613M−$30.7M
- WorkdayWDAY2,748,950 shares · 2.5% of their software · price +$157M$515M+$99.6M
- ServiceNowNOW1,234,671 shares · 2.4% of their software · price +$146M$500M+$31.5M
- SalesforceCRM2,497,208 shares · 2.3% of their software · price +$108M$468M−$76.2M
- ShopifySHOP330,749 shares · 1.5% of their software · price +$176M$314M−$36.4M
- ZoomZM1,164,047 shares · 1.4% of their software · price +$125M$295M+$11.6M
- Sprout SocialSPT10,378,809 shares · 1.4% of their software · price +$115M$280MFlat
- VeriSign, Inc.VRSN1,234,671 shares · 1.2% of their software · price +$33.0M$255M−$35.7M
- CoStarCSGP358,298 shares · 1.2% of their software · price +$44.2M$255M−$24.5M
- FastlyFSLY2,906,436 shares · 1.2% of their software · price +$192M$247M+$11.9M
- DocuSignDOCU1,417,769 shares · 1.2% of their software · price +$113M$244M−$10.0M
- Automatic Data Processing, Inc.ADP1,629,453 shares · 1.2% of their software · price +$19.9M$243M−$179M
- HubSpotHUBS1,061,290 shares · 1.2% of their software · price +$96.7M$238M−$4.1M
- Uber Technologies, Inc.UBER7,656,818 shares · 1.2% of their software · price +$24.2M$238M+$48.1M
- Palo Alto NetworksPANW969,600 shares · 1.1% of their software · price +$63.7M$223M+$9.1M
- Gen DigitalGEN10,644,482 shares · 1.0% of their software · price +$11.9M$211M−$148M
- VeevaVEEV882,656 shares · 1.0% of their software · price +$68.9M$207M+$31.8M
- AutodeskADSK822,571 shares · 1.0% of their software · price +$68.3M$197M−$28.9M
- Roper Technologies, Inc.ROP487,772 shares · 0.9% of their software · price +$37.3M$189M+$56.7M
- PaycomPAYC571,061 shares · 0.9% of their software · price +$61.5M$177M−$16.6M
- The Trade DeskTTD407,265 shares · 0.8% of their software · price +$87.0M$166M+$13.6M
- CadenceCDNS1,584,047 shares · 0.7% of their software · price +$47.4M$152M−$55.4M
- OktaOKTA756,337 shares · 0.7% of their software · price +$59.0M$151M−$62.1M
- Paychex, Inc.PAYX1,994,495 shares · 0.7% of their software · price +$25.6M$151M−$14.8M
- SAPSAP1,012,932 shares · 0.7% of their software · price +$29.9M$142M−$15.5M
- VeriskVRSK830,266 shares · 0.7% of their software · price +$25.6M$141M−$12.4M
- TwilioTWLO633,278 shares · 0.7% of their software · price +$82.3M$139M+$14.1M
- CrowdStrikeCRWD1,288,515 shares · 0.6% of their software · price +$57.5M$129M+$13.0M
- RingCentralRNG453,324 shares · 0.6% of their software · price +$33.1M$129M+$18.4M
- ZscalerZS1,051,354 shares · 0.6% of their software · price +$51.1M$115M+$31.0M
- FortinetFTNT824,678 shares · 0.5% of their software · price +$29.8M$113M+$10.9M
- AkamaiAKAM968,099 shares · 0.5% of their software · price +$15.1M$104M+$14.0M
- FactSetFDS292,882 shares · 0.5% of their software · price +$19.9M$96.2M+$11.1M
- DatadogDDOG1,039,455 shares · 0.4% of their software · price +$53.0M$90.4M−$1.8M
- PaylocityPCTY598,740 shares · 0.4% of their software · price +$34.5M$87.4M+$3.4M
- DynatraceDT1,964,766 shares · 0.4% of their software · price +$32.9M$79.8M+$21.5M
- MongoDBMDB345,308 shares · 0.4% of their software · price +$31.0M$78.2M+$8.6M
- NetApp, Inc.NTAP1,708,638 shares · 0.4% of their software · price +$4.6M$75.8M+$23.0M
- SynopsysSNPS387,142 shares · 0.4% of their software · price +$25.6M$75.5M−$15.9M
- Lyft, Inc.LYFT2,034,349 shares · 0.3% of their software · price +$12.5M$67.2M+$27.7M
- ElasticESTC692,663 shares · 0.3% of their software · price +$25.2M$63.9M−$15.1M
- Five9FIVN572,116 shares · 0.3% of their software · price +$19.6M$63.3M−$5.2M
- CloudflareNET1,658,940 shares · 0.3% of their software · price +$20.7M$59.6M+$15.3M
- GoDaddyGDDY778,572 shares · 0.3% of their software · price +$12.6M$57.1M−$1.2M
- SS&CSSNC975,451 shares · 0.3% of their software · price +$12.3M$55.1M−$2.6M
- F5, Inc.FFIV391,902 shares · 0.3% of their software · price +$12.9M$54.7M−$13.8M
- NetScout Systems, Inc.NTCT2,124,222 shares · 0.3% of their software · price +$4.0M$54.3M+$17.6M
- BILLBILL574,034 shares · 0.3% of their software · price +$32.2M$51.8M+$2.0M
- QualysQLYS487,998 shares · 0.2% of their software · price +$8.3M$50.8M+$5.1M
- Amdocs LimitedDOX786,541 shares · 0.2% of their software · price +$4.6M$47.9M−$23.6M
- Check PointCHKP428,186 shares · 0.2% of their software · price +$3.0M$46.0M+$9.7M
- PagSeguro Digital Ltd.PAGS1,290,738 shares · 0.2% of their software · price +$20.7M$45.6M−$4.9M
- Tyler TechnologiesTYL128,131 shares · 0.2% of their software · price +$6.4M$44.4M−$18.4M
- DropboxDBX1,977,118 shares · 0.2% of their software · price +$7.3M$43.0MFlat
- WEX Inc.WEX255,142 shares · 0.2% of their software · price +$15.4M$42.1M+$10.6M
- BroadridgeBR332,685 shares · 0.2% of their software · price +$10.4M$42.0M−$9.3M
- WixWIX158,643 shares · 0.2% of their software · price +$24.7M$40.6M−$4.4M
- Manhattan AssociatesMANH429,700 shares · 0.2% of their software · price +$19.1M$40.5M−$5.6M
- Upbound Group, Inc.UPBD1,432,763 shares · 0.2% of their software · price +$19.6M$39.9M+$5.3M
- BoxBOX1,913,621 shares · 0.2% of their software · price +$12.9M$39.7M+$17.7M
- InterDigital, Inc.IDCC658,252 shares · 0.2% of their software · price +$7.9M$37.3M+$4.9M
- Rapid7RPD653,916 shares · 0.2% of their software · price +$5.0M$33.4M+$4.2M
- TeradataTDC1,565,811 shares · 0.2% of their software$32.6M−$1.9M
- BlackLineBL373,282 shares · 0.1% of their software · price +$11.3M$30.9M+$3.4M
- PegasystemsPEGA305,699 shares · 0.1% of their software · price +$9.2M$30.9M+$13.0M
- StoneCo Ltd.STNE745,713 shares · 0.1% of their software · price +$12.7M$28.9M+$15.6M
- Fair IsaacFICO67,328 shares · 0.1% of their software · price +$7.4M$28.1M−$23.6M
- TrimbleTRMB602,898 shares · 0.1% of their software · price +$6.8M$26.0M−$993K
- GuidewireGWRE222,924 shares · 0.1% of their software · price +$7.0M$24.7M−$7.8M
- SPS CommerceSPSC326,434 shares · 0.1% of their software · price +$9.3M$24.5M−$6.4M
- NutanixNTNX955,250 shares · 0.1% of their software · price +$7.6M$22.6M+$2.9M
- Bandwidth Inc.BAND170,624 shares · 0.1% of their software · price +$10.2M$21.7M+$9.9M
- PTCPTC254,135 shares · 0.1% of their software · price +$4.2M$19.8M−$4.8M
- NICENICE103,498 shares · 0.1% of their software · price +$4.7M$19.6MFlat
- Strategy IncMSTR163,636 shares · 0.1% of their software$19.4M+$2.9M
- LiveRamp Holdings, Inc.RAMP448,728 shares · 0.1% of their software · price +$4.3M$19.1M−$17.4M
- DomoDOMO542,203 shares · 0.1% of their software$17.4M—
- Euronet Worldwide, Inc.EEFT178,188 shares · 0.1% of their software · price +$1.8M$17.1M−$7.9M
- ZoomInfoZI316,999 shares · 0.1% of their software$16.2MNew
- ACI WorldwideACIW563,684 shares · 0.1% of their software · price +$1.6M$15.2M−$4.9M
- VaronisVRNS165,804 shares · 0.1% of their software · price +$4.1M$14.7M+$4.9M
- Alarm.com Holdings, Inc.ALRM193,688 shares · 0.1% of their software · price +$5.0M$12.6M−$6.0M
- SchrödingerSDGR136,157 shares · 0.1% of their software · price +$6.6M$12.5M+$2.6M
- Sabre CorporationSABR1,499,266 shares · 0.1% of their software · price +$3.2M$12.1M−$2.3M
- 8x8EGHT732,690 shares · 0.1% of their software$11.7M—
- Simulations PlusSLP187,279 shares · 0.1% of their software · price +$4.7M$11.2M+$1.1M
- MorningstarMORN73,294 shares · 0.0% of their software · price +$1.8M$10.3M−$599K
- ePlus inc.PLUS145,398 shares · 0.0% of their software · price +$1.2M$10.3M+$6.0M
- EVERTEC, Inc.EVTC355,023 shares · 0.0% of their software · price +$1.9M$10.0MFlat
- Cerence Inc.CRNC229,697 shares · 0.0% of their software · price +$5.8M$9.4M+$682K
- OpenTextOTEX218,487 shares · 0.0% of their software · price +$1.7M$9.3M−$15.9M
- Digital TurbineAPPS724,800 shares · 0.0% of their software · price +$6.0M$9.1M−$2.3M
- TenableTENB266,711 shares · 0.0% of their software · price +$2.1M$8.0M+$4.4M
- BlackbaudBLKB132,830 shares · 0.0% of their software$7.6M−$896K
- WorkivaWK140,673 shares · 0.0% of their software · price +$3.0M$7.5M+$857K
- Q2QTWO82,218 shares · 0.0% of their software · price +$2.2M$7.1M−$1.3M
- Repay Holdings CorporationRPAY267,164 shares · 0.0% of their software · price +$2.7M$6.6M+$1.5M
- ProgressPRGS145,509 shares · 0.0% of their software · price +$982K$5.6M−$5.4M
- PhreesiaPHR160,053 shares · 0.0% of their software · price +$1.2M$4.5M+$1.4M
- CommvaultCVLT105,628 shares · 0.0% of their software$4.1M−$2.7M
- OneSpan Inc.OSPN136,662 shares · 0.0% of their software · price +$1.3M$3.8M−$1.8M
- Radware Ltd.RDWR160,847 shares · 0.0% of their software$3.8M+$1.7M
- Tucows Inc.TCX57,258 shares · 0.0% of their software · price +$519K$3.3M−$1.5M
- YextYEXT194,118 shares · 0.0% of their software · price +$1.2M$3.2M−$2.6M
- Donnelley Financial Solutions, Inc.DFIN381,420 shares · 0.0% of their software · price +$1.2M$3.2M+$560K
- Shift4 Payments, Inc.FOUR83,600 shares · 0.0% of their software$3.0MNew · +$3.0M
- Calix, Inc.CALX197,784 shares · 0.0% of their software · price +$1.5M$2.9M+$862K
- AppianAPPN57,208 shares · 0.0% of their software · price +$630K$2.9M−$1.3M
- BlackBerry LimitedBB579,648 shares · 0.0% of their software$2.8M+$1.7M
- DHI Group, Inc.DHX1,191,840 shares · 0.0% of their software$2.5MFlat
- AppFolioAPPF12,482 shares · 0.0% of their software · price +$646K$2.0M−$3.4M
- DescartesDSGX34,230 shares · 0.0% of their software · price +$634K$1.8M−$2.0M
- Endava plcDAVA37,297 shares · 0.0% of their software$1.8MNew · +$1.3M
- Mitek Systems, Inc.MITK179,216 shares · 0.0% of their software$1.7MFlat
- PagerDutyPD58,704 shares · 0.0% of their software · price +$666K$1.7MFlat
- Immersion CorporationIMMR258,431 shares · 0.0% of their software$1.6M+$1.0M
- Ooma, Inc.OOMA84,361 shares · 0.0% of their software$1.4M+$584K
- PDF Solutions, Inc.PDFS65,867 shares · 0.0% of their software · price +$516K$1.3M−$1.1M
- Agilysys, Inc.AGYS71,592 shares · 0.0% of their software$1.3M−$1.0M
- A10 Networks, Inc.ATEN181,463 shares · 0.0% of their software$1.2MFlat
- i3 Verticals, Inc.IIIV39,105 shares · 0.0% of their software$1.2M−$5.7M
- International Money Express, Inc.IMXI83,269 shares · 0.0% of their software$1.0MFlat
- Ribbon Communications Inc.RBBN220,035 shares · 0.0% of their software$865KFlat
- Health CatalystHCAT28,282 shares · 0.0% of their software$825KFlat
- eGain CorporationEGAN54,753 shares · 0.0% of their software$608KFlat
- SoundThinking, Inc.SSTI16,180 shares · 0.0% of their software$408KFlat
- PAR Technology CorporationPAR12,547 shares · 0.0% of their software$376KNew · Flat
- Allot Ltd.ALLT29,819 shares · 0.0% of their software$312KNew · Flat
- Rimini Street, Inc.RMNI46,083 shares · 0.0% of their software$238KFlat
- ReposiTrak, Inc.TRAK54,969 shares · 0.0% of their software$233KNew · Flat
- Paysign, Inc.PAYS12,473 shares · 0.0% of their software$121KFlat
- Lesaka Technologies, Inc.LSAK27,083 shares · 0.0% of their software$82KFlat
- PowerFleet, Inc.AIOT16,050 shares · 0.0% of their software$74KFlat
- Xunlei LimitedXNET21,014 shares · 0.0% of their software$73KNew · Flat
- Asure Software, Inc.ASUR10,287 shares · 0.0% of their software$66KFlat
- Duos Technologies Group, Inc.DUOT12,523 shares · 0.0% of their software$58KNew · Flat