Generalist · New York, NY
Goldman Sachs
Q3 2020 · compared with Q2 2020
Filed as Goldman Sachs Group INC
- Software
- $22.2B
- Weight of 13F
- 7.8%
- Names
- 148
- Net bought
- −$705M
Filed 13 November 2020 · SEC filing.
Call exposure on these names is $1.5B across 25 lines. Calls are not in the stock total.
4,319 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
- MicrosoftMSFT31,258,718 shares · 29.6% of their software · price +$213M$6.6B−$796M
- AdobeADBE3,034,067 shares · 6.7% of their software · price +$167M$1.5BFlat
- Fiserv, Inc.FISV9,365,094 shares · 4.3% of their software · price +$50.9M$965M−$55.4M
- WorkdayWDAY4,462,446 shares · 4.3% of their software · price +$124M$960M+$321M
- Block, Inc.XYZ5,417,389 shares · 4.0% of their software · price +$312M$881M−$130M
- IntuitINTU2,497,340 shares · 3.7% of their software · price +$75.0M$815M+$126M
- ZoomZM1,578,984 shares · 3.3% of their software · price +$342M$742M+$105M
- OracleORCL11,076,203 shares · 3.0% of their software · price +$49.1M$661M−$12.5M
- ServiceNowNOW1,355,705 shares · 3.0% of their software · price +$108M$658M+$49.0M
- SalesforceCRM2,149,094 shares · 2.4% of their software · price +$138M$540M−$65.2M
- Uber Technologies, Inc.UBER10,955,451 shares · 1.8% of their software · price +$59.2M$400M+$103M
- HubSpotHUBS1,224,389 shares · 1.6% of their software · price +$83.1M$358M+$36.6M
- Sprout SocialSPT8,660,290 shares · 1.5% of their software · price +$99.6M$333M−$46.4M
- DocuSignDOCU1,405,067 shares · 1.4% of their software · price +$60.5M$302MFlat
- VeriSign, Inc.VRSN1,381,052 shares · 1.3% of their software · price −$2.7M$283M+$30.3M
- Palo Alto NetworksPANW1,037,545 shares · 1.1% of their software · price +$15.6M$254M+$15.6M
- VeevaVEEV902,098 shares · 1.1% of their software · price +$42.2M$254M+$4.6M
- AkamaiAKAM2,125,099 shares · 1.1% of their software · price +$7.3M$235M+$124M
- CrowdStrikeCRWD1,675,541 shares · 1.0% of their software · price +$62.0M$230M+$38.8M
- Gen DigitalGEN10,248,972 shares · 1.0% of their software · price +$10.4M$214M−$7.8M
- PaycomPAYC682,557 shares · 1.0% of their software · price +$1.1M$212M+$34.5M
- Commerce.com, Inc.CMRC2,333,624 shares · 0.9% of their software$194MNew · +$194M
- Roper Technologies, Inc.ROP480,934 shares · 0.9% of their software · price +$3.3M$190M−$2.7M
- DatadogDDOG1,741,267 shares · 0.8% of their software · price +$26.5M$178M+$61.0M
- Paychex, Inc.PAYX2,184,067 shares · 0.8% of their software · price +$8.8M$174M+$14.4M
- ShopifySHOP169,688 shares · 0.8% of their software · price +$12.5M$174M−$153M
- The Trade DeskTTD325,672 shares · 0.8% of their software · price +$36.6M$169M−$33.2M
- SAPSAP1,075,537 shares · 0.8% of their software · price +$17.0M$168M+$8.8M
- VeriskVRSK894,604 shares · 0.7% of their software · price +$13.5M$166M+$11.0M
- Automatic Data Processing, Inc.ADP1,063,104 shares · 0.7% of their software · price −$10.0M$148M−$84.3M
- OktaOKTA656,952 shares · 0.6% of their software · price +$8.9M$140M−$19.9M
- CadenceCDNS1,273,774 shares · 0.6% of their software · price +$13.6M$136M−$29.8M
- RingCentralRNG478,786 shares · 0.6% of their software · price −$5.0M$131M+$7.3M
- CoStarCSGP132,079 shares · 0.5% of their software · price +$18.2M$112M−$161M
- SynopsysSNPS500,083 shares · 0.5% of their software · price +$9.5M$107M+$22.0M
- AutodeskADSK461,814 shares · 0.5% of their software · price −$3.8M$107M−$86.3M
- TwilioTWLO414,854 shares · 0.5% of their software · price +$11.5M$103M−$47.9M
- DynatraceDT2,495,759 shares · 0.5% of their software · price +$1.0M$102M+$21.6M
- ElasticESTC841,582 shares · 0.4% of their software · price +$13.2M$90.8M+$13.7M
- MongoDBMDB357,985 shares · 0.4% of their software · price +$1.9M$82.9M+$2.9M
- FactSetFDS237,236 shares · 0.4% of their software · price +$1.5M$79.4M−$18.3M
- PaylocityPCTY440,003 shares · 0.3% of their software · price +$6.8M$71.0M−$23.2M
- ZscalerZS493,915 shares · 0.3% of their software · price +$15.4M$69.5M−$61.0M
- Check PointCHKP563,092 shares · 0.3% of their software · price +$7.3M$67.8M+$14.5M
- NetScout Systems, Inc.NTCT3,078,767 shares · 0.3% of their software · price −$11.5M$67.2M+$24.4M
- FortinetFTNT553,368 shares · 0.3% of their software · price −$10.8M$65.2M−$37.2M
- CloudflareNET1,533,441 shares · 0.3% of their software · price +$7.8M$63.0M−$4.5M
- Fair IsaacFICO141,028 shares · 0.3% of their software · price +$1.0M$60.0M+$30.8M
- Five9FIVN455,319 shares · 0.3% of their software · price +$8.7M$59.0M−$12.9M
- BroadridgeBR425,086 shares · 0.3% of their software · price +$2.5M$56.1M+$11.7M
- BILLBILL557,591 shares · 0.3% of their software · price +$5.6M$55.9M−$1.5M
- Rapid7RPD907,689 shares · 0.2% of their software · price +$9.3M$55.6M+$12.9M
- GoDaddyGDDY723,802 shares · 0.2% of their software · price +$1.9M$55.0M−$4.0M
- NetApp, Inc.NTAP1,231,021 shares · 0.2% of their software · price −$652K$54.0M−$21.2M
- F5, Inc.FFIV425,948 shares · 0.2% of their software · price −$7.1M$52.3M+$4.7M
- BlackLineBL569,248 shares · 0.2% of their software · price +$3.8M$51.0M+$16.2M
- Lyft, Inc.LYFT1,775,492 shares · 0.2% of their software · price −$9.7M$48.9M−$8.5M
- StoneCo Ltd.STNE906,875 shares · 0.2% of their software · price +$12.8M$48.0M+$6.2M
- Upbound Group, Inc.UPBD1,580,546 shares · 0.2% of their software · price +$3.3M$47.2M+$4.1M
- PagSeguro Digital Ltd.PAGS1,230,650 shares · 0.2% of their software · price +$2.9M$46.4M−$2.1M
- PegasystemsPEGA379,059 shares · 0.2% of their software · price +$7.5M$45.9M+$7.4M
- InterDigital, Inc.IDCC803,382 shares · 0.2% of their software$45.8M+$8.2M
- Tyler TechnologiesTYL129,248 shares · 0.2% of their software$45.1MFlat
- WixWIX151,603 shares · 0.2% of their software$38.6M−$1.8M
- WEX Inc.WEX274,697 shares · 0.2% of their software · price −$7.2M$38.2M+$3.2M
- BoxBOX2,001,371 shares · 0.2% of their software · price −$6.8M$34.7M+$1.8M
- Manhattan AssociatesMANH358,255 shares · 0.2% of their software$34.2M−$6.7M
- SnowflakeSNOW129,370 shares · 0.1% of their software$32.5MNew · +$32.5M
- SS&CSSNC528,978 shares · 0.1% of their software · price +$2.1M$32.0M−$25.2M
- DropboxDBX1,639,169 shares · 0.1% of their software · price −$4.1M$31.6M−$7.4M
- ZoomInfoZI666,937 shares · 0.1% of their software$28.7M—
- TrimbleTRMB582,860 shares · 0.1% of their software · price +$3.2M$28.4M−$865K
- TenableTENB687,213 shares · 0.1% of their software · price +$5.5M$25.9M+$12.5M
- VaronisVRNS213,670 shares · 0.1% of their software · price +$5.8M$24.7M+$4.2M
- Amdocs LimitedDOX409,974 shares · 0.1% of their software · price −$1.4M$23.5M−$22.9M
- VertexVERX979,910 shares · 0.1% of their software$22.5MNew · +$22.5M
- Bandwidth Inc.BAND122,195 shares · 0.1% of their software · price +$5.8M$21.3M−$6.2M
- GuidewireGWRE180,913 shares · 0.1% of their software · price −$1.2M$18.9M−$4.7M
- SPS CommerceSPSC241,403 shares · 0.1% of their software · price +$664K$18.8M−$6.4M
- Digital TurbineAPPS572,143 shares · 0.1% of their software · price +$11.5M$18.7M−$1.9M
- TeradataTDC822,593 shares · 0.1% of their software · price +$1.6M$18.7M−$15.5M
- NutanixNTNX838,820 shares · 0.1% of their software · price −$1.3M$18.6M−$2.8M
- Strategy IncMSTR122,437 shares · 0.1% of their software · price +$4.0M$18.4M−$4.9M
- Agora, Inc.API408,765 shares · 0.1% of their software$17.6MNew · +$18.1M
- NICENICE76,561 shares · 0.1% of their software · price +$2.9M$17.4M−$5.1M
- Simulations PlusSLP228,050 shares · 0.1% of their software · price +$3.5M$17.2M+$2.4M
- PTCPTC203,720 shares · 0.1% of their software · price +$1.0M$16.9M−$3.9M
- SchrödingerSDGR335,429 shares · 0.1% of their software · price −$14.8M$15.9M+$18.2M
- ACI WorldwideACIW597,532 shares · 0.1% of their software · price −$514K$15.6M+$914K
- Euronet Worldwide, Inc.EEFT170,711 shares · 0.1% of their software · price −$806K$15.6M−$716K
- 8x8EGHT982,868 shares · 0.1% of their software$15.3M—
- LiveRamp Holdings, Inc.RAMP293,533 shares · 0.1% of their software · price +$2.7M$15.2M−$6.6M
- MorningstarMORN81,441 shares · 0.1% of their software · price +$1.6M$13.1M+$1.1M
- EVERTEC, Inc.EVTC364,144 shares · 0.1% of their software · price +$2.4M$12.6MFlat
- DomoDOMO311,968 shares · 0.1% of their software$12.0M—
- Q2QTWO124,060 shares · 0.1% of their software · price +$679K$11.3M+$3.6M
- PagerDutyPD403,394 shares · 0.0% of their software · price −$609K$10.9M+$9.9M
- OpenTextOTEX249,977 shares · 0.0% of their software$10.6M+$1.3M
- FastlyFSLY92,638 shares · 0.0% of their software · price +$792K$8.7M−$240M
- Sabre CorporationSABR1,286,198 shares · 0.0% of their software · price −$2.0M$8.4M−$1.7M
- QualysQLYS82,429 shares · 0.0% of their software$8.1M−$42.2M
- BlackbaudBLKB144,134 shares · 0.0% of their software$8.0M+$645K
- MagniteMGNI1,145,727 shares · 0.0% of their software$8.0MNew · +$7.6M
- Health CatalystHCAT213,017 shares · 0.0% of their software · price +$1.6M$7.8M+$5.4M
- ProgressPRGS196,321 shares · 0.0% of their software$7.2M+$2.0M
- YextYEXT471,519 shares · 0.0% of their software · price −$674K$7.2M+$4.6M
- Repay Holdings CorporationRPAY292,507 shares · 0.0% of their software$6.9M+$624K
- Alarm.com Holdings, Inc.ALRM119,430 shares · 0.0% of their software · price −$1.1M$6.6M−$4.8M
- DescartesDSGX108,551 shares · 0.0% of their software$6.2M+$3.9M
- WorkivaWK102,380 shares · 0.0% of their software$5.7M−$2.0M
- Donnelley Financial Solutions, Inc.DFIN375,352 shares · 0.0% of their software · price +$1.9M$5.0MFlat
- Tucows Inc.TCX70,907 shares · 0.0% of their software · price +$821K$4.9M+$782K
- Cerence Inc.CRNC87,582 shares · 0.0% of their software · price +$703K$4.3M−$5.8M
- ePlus inc.PLUS55,915 shares · 0.0% of their software$4.1M−$6.3M
- CommvaultCVLT96,446 shares · 0.0% of their software$3.9MFlat
- Calix, Inc.CALX214,278 shares · 0.0% of their software · price +$617K$3.8MFlat
- PhreesiaPHR116,512 shares · 0.0% of their software$3.7M−$1.2M
- OneSpan Inc.OSPN173,753 shares · 0.0% of their software · price −$1.2M$3.6M+$1.0M
- Bentley SystemsBSY107,700 shares · 0.0% of their software$3.4MNew · +$3.4M
- AppianAPPN45,645 shares · 0.0% of their software · price +$616K$3.0M−$593K
- Rackspace Technology, Inc.RXT137,987 shares · 0.0% of their software$2.7MNew · +$2.7M
- AppFolioAPPF18,185 shares · 0.0% of their software$2.6M+$928K
- Ooma, Inc.OOMA195,443 shares · 0.0% of their software · price −$670K$2.6M+$1.8M
- DHI Group, Inc.DHX1,117,907 shares · 0.0% of their software$2.5MFlat
- Agilysys, Inc.AGYS92,399 shares · 0.0% of their software · price +$575K$2.2MFlat
- Radware Ltd.RDWR78,276 shares · 0.0% of their software$1.9M−$1.9M
- PDF Solutions, Inc.PDFS101,247 shares · 0.0% of their software$1.9M+$692K
- Endava plcDAVA24,360 shares · 0.0% of their software$1.5M−$625K
- A10 Networks, Inc.ATEN239,038 shares · 0.0% of their software$1.5MFlat
- International Money Express, Inc.IMXI104,332 shares · 0.0% of their software$1.5MFlat
- Kingsoft Cloud Holdings LimitedKC43,397 shares · 0.0% of their software$1.3MNew · +$1.4M
- Immersion CorporationIMMR171,705 shares · 0.0% of their software$1.2M−$540K
- Shift4 Payments, Inc.FOUR24,974 shares · 0.0% of their software$1.2M−$2.1M
- BlackBerry LimitedBB217,551 shares · 0.0% of their software$998K−$1.8M
- PAR Technology CorporationPAR23,092 shares · 0.0% of their software$935KFlat
- i3 Verticals, Inc.IIIV36,700 shares · 0.0% of their software$927KFlat
- Ribbon Communications Inc.RBBN192,900 shares · 0.0% of their software$747KFlat
- eGain CorporationEGAN52,174 shares · 0.0% of their software$739KFlat
- Mitek Systems, Inc.MITK44,595 shares · 0.0% of their software$568K−$1.3M
- PowerFleet, Inc.AIOT100,787 shares · 0.0% of their software$567KFlat
- Veritone, Inc.VERI55,374 shares · 0.0% of their software$507KNew · +$823K
- Allot Ltd.ALLT38,023 shares · 0.0% of their software$346KFlat
- Materialise NVMTLS5,643 shares · 0.0% of their software$208KNew · Flat
- Rimini Street, Inc.RMNI48,662 shares · 0.0% of their software$156KFlat
- Lesaka Technologies, Inc.LSAK36,321 shares · 0.0% of their software$122KFlat
- Rekor Systems, Inc.REKR14,197 shares · 0.0% of their software$82KNew · Flat
- Paysign, Inc.PAYS12,494 shares · 0.0% of their software$71KFlat
- Research Solutions, Inc.RSSS29,107 shares · 0.0% of their software$66KNew · Flat