Generalist · Boston, MA
Wellington Management Group
Q1 2022 · compared with Q4 2021
Filed as Wellington Management Group LLP
- Software
- $42.3B
- Weight of 13F
- 7.3%
- Names
- 119
- Net bought
- −$1.6B
Filed 16 May 2022 · SEC filing.
1,996 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 2026145 names · $264K in calls, not in the total$38.7B−$4.1B
- Q1 2026129 names · $3.8M in calls, not in the total$39.7B+$5.2B
- Q4 2025131 names$46.0B+$4.1B
- Q3 2025134 names · $2.0M in calls, not in the total$52.2B−$1.5B
- Q2 2025134 names · $1.2M in calls, not in the total$52.1B+$565M
- Q1 2025129 names$41.5B−$1.8B
- Q4 2024123 names$47.5B−$2.5B
- Q3 2024117 names · $225K in calls, not in the total$48.6B+$351M
- Q2 2024121 names · $3.4M in calls, not in the total$48.0B−$3.4B
- Q1 2024123 names$51.5B−$759M
- Q4 2023118 names$48.6B−$532M
- Q3 2023114 names$41.1B+$589M
- Q2 2023115 names$43.0B+$423M
- Q1 2023119 names$37.1B+$838M
- Q4 2022125 names$30.8B−$446M
- Q3 2022125 names$30.4B+$1.2B
- Q2 2022121 names$33.3B+$1.0B
- Q1 2022119 names$42.3B−$1.6B
- Q4 2021126 names$49.4B+$1.9B
- Q3 2021115 names$44.6B−$620M
- Q2 2021111 names$44.2B+$4.4B
- Q1 202193 names$39.0B+$1.7B
- Q4 202090 names$38.3B−$200M
- Q3 202094 names$34.0B−$234M
- Q2 202097 names$31.7B−$740M
- Q1 202088 names$24.7B−$881M
- Q4 201988 names$28.1B−$15.3M
- Q3 201985 names$25.9B−$840M
- Q2 201982 names$27.3B−$813M
- Q1 201981 names$26.2B−$1.5B
- Q4 201876 names$22.8B−$1.2B
- Q3 201876 names$27.8B−$463M
- Q2 201871 names$24.8B−$1.3B
- Q1 201869 names$24.0B−$1.4B
- Q4 201762 names · $3.4M in calls, not in the total$22.8B−$87.3M
- Q3 201761 names · $3.1M in calls, not in the total$20.7B−$790M
- Q2 201756 names · $466K in calls, not in the total$20.0B−$404M
- Q1 201757 names · $852K in calls, not in the total$18.9B−$203M
- Q4 201659 names$17.4B−$659M
- Q3 201659 names$17.7B−$1.3B
- Q2 201653 names$17.5B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT61,064,876 shares · 44.5% of their software · price −$1.7B$18.8BFlat
- SalesforceCRM12,477,318 shares · 6.3% of their software · price −$522M$2.6B−$615M
- WorkdayWDAY7,086,696 shares · 4.0% of their software · price −$239M$1.7B−$725M
- Palo Alto NetworksPANW2,433,844 shares · 3.6% of their software · price +$160M$1.5B+$189M
- F5, Inc.FFIV6,574,937 shares · 3.2% of their software · price −$235M$1.4B+$102M
- Automatic Data Processing, Inc.ADP5,625,530 shares · 3.0% of their software · price −$107M$1.3BFlat
- Block, Inc.XYZ8,620,954 shares · 2.8% of their software · price −$223M$1.2B+$729M
- GoDaddyGDDY13,754,555 shares · 2.7% of their software · price −$16.0M$1.2B+$259M
- ZoomInfoZI13,548,487 shares · 1.9% of their software$809MFlat
- WEX Inc.WEX4,101,566 shares · 1.7% of their software · price +$156M$732M+$23.2M
- NetApp, Inc.NTAP8,329,363 shares · 1.6% of their software · price −$74.9M$691M+$316M
- Uber Technologies, Inc.UBER18,217,614 shares · 1.5% of their software · price −$114M$650M−$212M
- AdobeADBE1,269,605 shares · 1.4% of their software · price −$141M$578M−$799M
- VaronisVRNS12,134,990 shares · 1.4% of their software · price −$15.0M$577MFlat
- PaycomPAYC1,359,073 shares · 1.1% of their software · price −$93.5M$471M+$45.1M
- Five9FIVN3,775,202 shares · 1.0% of their software · price −$102M$417M+$96.5M
- AutodeskADSK1,934,110 shares · 1.0% of their software · price −$129M$415MFlat
- Rapid7RPD3,660,091 shares · 1.0% of their software · price −$23.6M$407M−$17.1M
- ServiceNowNOW719,654 shares · 0.9% of their software · price −$66.4M$401M−$342M
- Shift4 Payments, Inc.FOUR6,099,955 shares · 0.9% of their software · price +$24.4M$378M+$66.2M
- IntuitINTU731,578 shares · 0.8% of their software · price −$119M$352M−$450M
- GuidewireGWRE3,689,979 shares · 0.8% of their software · price −$69.8M$349M−$274M
- UiPathPATH15,264,328 shares · 0.8% of their software · price −$329M$330M−$29.4M
- RingCentralRNG2,781,563 shares · 0.8% of their software · price −$195M$326M−$115M
- VeevaVEEV1,504,355 shares · 0.8% of their software · price −$64.7M$320M+$361M
- MongoDBMDB672,545 shares · 0.7% of their software · price −$57.7M$298M+$74.2M
- TeradataTDC5,733,898 shares · 0.7% of their software · price +$39.1M$283M−$9.3M
- Digital TurbineAPPS5,399,281 shares · 0.6% of their software · price −$92.8M$237M−$37.5M
- CoStarCSGP3,477,341 shares · 0.5% of their software · price −$43.2M$232M+$93.2M
- OktaOKTA1,458,237 shares · 0.5% of their software · price −$107M$220M+$319M
- Fair IsaacFICO353,714 shares · 0.4% of their software · price +$11.6M$165M−$179M
- Repay Holdings CorporationRPAY10,648,778 shares · 0.4% of their software · price −$37.3M$157M−$23.8M
- DynatraceDT3,306,979 shares · 0.4% of their software · price −$43.8M$156M+$58.8M
- SnowflakeSNOW675,826 shares · 0.4% of their software · price −$74.1M$155M−$78.4M
- DocuSignDOCU1,417,461 shares · 0.4% of their software · price −$64.1M$152M+$132M
- LiveRamp Holdings, Inc.RAMP3,907,252 shares · 0.3% of their software · price −$41.3M$146M−$16.8M
- Q2QTWO2,320,645 shares · 0.3% of their software · price −$41.3M$143M−$39.9M
- Payoneer Global Inc.PAYO29,669,053 shares · 0.3% of their software · price −$85.7M$132M−$26.3M
- nCinoNCNO3,009,528 shares · 0.3% of their software · price −$41.8M$123MNew · +$165M
- ShopifySHOP178,292 shares · 0.3% of their software · price −$125M$121M−$330M
- VeriskVRSK471,903 shares · 0.2% of their software · price −$6.7M$101M+$65.6M
- Health CatalystHCAT3,669,031 shares · 0.2% of their software · price −$49.5M$95.9M+$2.2M
- Roper Technologies, Inc.ROP190,019 shares · 0.2% of their software · price −$3.7M$89.7M−$21.8M
- LightspeedLSPD2,478,103 shares · 0.2% of their software · price −$24.7M$75.5M+$68.1M
- SentinelOneS1,860,326 shares · 0.2% of their software · price −$21.9M$72.1M+$7.8M
- Manhattan AssociatesMANH504,212 shares · 0.2% of their software · price −$8.5M$69.9M+$9.1M
- Calix, Inc.CALX1,564,912 shares · 0.2% of their software · price −$58.0M$67.2M+$5.4M
- Amdocs LimitedDOX742,797 shares · 0.1% of their software · price +$5.5M$61.1M−$1.5M
- Sprout SocialSPT730,141 shares · 0.1% of their software · price −$7.7M$58.5M−$12.6M
- ProgressPRGS1,236,034 shares · 0.1% of their software · price −$1.5M$58.2M+$12.1M
- SynopsysSNPS164,111 shares · 0.1% of their software · price −$5.8M$54.7M+$59.9M
- HubSpotHUBS109,434 shares · 0.1% of their software · price −$20.2M$52.0M+$40.5M
- TenableTENB820,337 shares · 0.1% of their software · price +$2.2M$47.4M−$58.3M
- OracleORCL528,854 shares · 0.1% of their software · price −$2.4M$43.8M−$122M
- Clearwater AnalyticsCWAN1,940,680 shares · 0.1% of their software$40.8M—
- International Money Express, Inc.IMXI1,959,720 shares · 0.1% of their software · price +$9.1M$40.4M−$24.7M
- i3 Verticals, Inc.IIIV1,349,231 shares · 0.1% of their software · price +$6.8M$37.6M+$6.7M
- ACI WorldwideACIW1,184,974 shares · 0.1% of their software · price −$3.8M$37.3MFlat
- Tyler TechnologiesTYL83,799 shares · 0.1% of their software · price −$7.8M$37.3M−$3.0M
- FactSetFDS74,258 shares · 0.1% of their software · price −$3.9M$32.2M−$10.9M
- DigitalOceanDOCN525,665 shares · 0.1% of their software · price −$11.8M$30.4M+$29.7M
- DoubleVerifyDV1,196,437 shares · 0.1% of their software · price −$9.7M$30.1MNew · +$39.8M
- ePlus inc.PLUS531,664 shares · 0.1% of their software · price +$1.2M$29.8M+$9.4M
- Alarm.com Holdings, Inc.ALRM446,222 shares · 0.1% of their software · price −$8.2M$29.7M−$2.9M
- BILLBILL128,557 shares · 0.1% of their software · price −$2.9M$29.2M−$5.6M
- WorkivaWK245,661 shares · 0.1% of their software · price −$3.1M$29.0M+$3.0M
- BlackbaudBLKB466,041 shares · 0.1% of their software · price −$8.9M$27.9M+$2.9M
- NutanixNTNX991,370 shares · 0.1% of their software · price −$5.0M$26.6M+$31.1M
- TwilioTWLO159,851 shares · 0.1% of their software · price −$15.8M$26.3M−$2.6M
- StoneCo Ltd.STNE1,932,812 shares · 0.1% of their software · price −$10.0M$22.6M+$1.5M
- Check PointCHKP160,846 shares · 0.1% of their software · price +$3.5M$22.2M−$18.7M
- VeriSign, Inc.VRSN91,734 shares · 0.0% of their software · price −$2.9M$20.4MFlat
- Agilysys, Inc.AGYS495,679 shares · 0.0% of their software · price −$2.3M$19.8M−$1.7M
- Veritone, Inc.VERI1,068,768 shares · 0.0% of their software · price −$4.5M$19.5M−$19.1M
- Consensus Cloud Solutions, Inc.CCSI319,301 shares · 0.0% of their software · price +$722K$19.2M+$9.2M
- Ooma, Inc.OOMA1,153,787 shares · 0.0% of their software · price −$6.3M$17.3M+$4.3M
- BoxBOX492,147 shares · 0.0% of their software · price +$1.4M$14.3M−$581K
- Red Violet, Inc.RDVT467,511 shares · 0.0% of their software · price −$5.2M$13.3MFlat
- GitLabGTLB241,523 shares · 0.0% of their software · price −$7.9M$13.2MFlat
- AsanaASAN314,070 shares · 0.0% of their software · price −$10.9M$12.6M−$5.7M
- Rimini Street, Inc.RMNI2,156,744 shares · 0.0% of their software$12.5MFlat
- Fiserv, Inc.FISV121,469 shares · 0.0% of their software$12.3MFlat
- PagSeguro Digital Ltd.PAGS596,736 shares · 0.0% of their software · price −$3.7M$12.0M−$14.8M
- PegasystemsPEGA136,657 shares · 0.0% of their software · price −$4.3M$11.0MFlat
- Bentley SystemsBSY228,406 shares · 0.0% of their software · price −$948K$10.1M+$552K
- ProcorePCOR130,770 shares · 0.0% of their software · price −$2.9M$7.6MFlat
- FortinetFTNT18,688 shares · 0.0% of their software$6.4M+$962K
- InterDigital, Inc.IDCC79,328 shares · 0.0% of their software · price −$621K$5.1MFlat
- Strategy IncMSTR9,390 shares · 0.0% of their software · price −$546K$4.6MFlat
- SS&CSSNC48,397 shares · 0.0% of their software$3.6MFlat
- PaylocityPCTY16,957 shares · 0.0% of their software · price −$515K$3.5M−$7.6M
- Yalla Group LimitedYALA753,441 shares · 0.0% of their software · price −$1.7M$3.4M+$2.0M
- DropboxDBX141,267 shares · 0.0% of their software$3.3M+$694K
- OpenTextOTEX74,198 shares · 0.0% of their software$3.1M−$2.6M
- DoceboDCBO40,177 shares · 0.0% of their software · price −$624K$2.1M−$1.5M
- Bandwidth Inc.BAND60,900 shares · 0.0% of their software · price −$2.4M$2.0M−$131M
- Gen DigitalGEN71,508 shares · 0.0% of their software$1.9M−$665K
- ZscalerZS5,978 shares · 0.0% of their software$1.4MFlat
- The Trade DeskTTD16,887 shares · 0.0% of their software$1.2MFlat
- CadenceCDNS6,718 shares · 0.0% of their software$1.1M+$754K
- Paychex, Inc.PAYX7,945 shares · 0.0% of their software$1.1MFlat
- Cognyte Software Ltd.CGNT94,668 shares · 0.0% of their software$1.1MNew · +$1.5M
- ZoomZM7,446 shares · 0.0% of their software$873KFlat
- DatadogDDOG5,523 shares · 0.0% of their software$837K−$1.2M
- CrowdStrikeCRWD3,325 shares · 0.0% of their software$755KFlat
- CommvaultCVLT10,063 shares · 0.0% of their software$668KNew · +$694K
- DoximityDOCS12,488 shares · 0.0% of their software$650KFlat
- PhreesiaPHR21,700 shares · 0.0% of their software$572KFlat
- MorningstarMORN2,090 shares · 0.0% of their software$571KNew · +$715K
- C3.aiAI25,130 shares · 0.0% of their software$570KNew · +$785K
- BroadridgeBR3,539 shares · 0.0% of their software$551KFlat
- TrimbleTRMB7,546 shares · 0.0% of their software$544K−$19.3M
- DuolingoDUOL5,671 shares · 0.0% of their software$539K−$1.6M
- Upbound Group, Inc.UPBD16,038 shares · 0.0% of their software$404KFlat
- SamsaraIOT20,377 shares · 0.0% of their software$326K−$1.9M
- Thryv Holdings, Inc.THRY11,296 shares · 0.0% of their software$318KNew · Flat
- Kaltura, Inc.KLTR142,177 shares · 0.0% of their software$254KFlat
- AkamaiAKAM1,754 shares · 0.0% of their software$209KFlat
- 8x8EGHT19,239 shares · 0.0% of their software$194K—