Generalist · Stockholm, Sweden
Swedbank Ab
Q1 2022 · compared with Q4 2021
- Software
- $8.4B
- Weight of 13F
- 15.6%
- Names
- 66
- Net bought
- +$120M
Filed 6 December 2024 · SEC filing.
751 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 202669 names$13.5B−$153M
- Q1 202670 names$12.3B−$563M
- Q4 202576 names$16.3B+$3.2B
- Q3 202577 names$17.2B+$1.7B
- Q2 202575 names$15.5B—
- Q4 202475 names$14.0B+$702M
- Q3 202471 names$13.1B−$327M
- Q2 202472 names$13.4B+$2.0B
- Q1 202414 names$11.1B−$647M
- Q4 202366 names$10.9B+$144M
- Q3 202365 names$9.2B−$11.2M
- Q2 202365 names$9.7B+$160M
- Q1 202363 names$8.2B−$37.9M
- Q4 202259 names$6.9B+$361M
- Q3 202261 names$6.3B+$1.1B
- Q2 202262 names$6.5B−$251M
- Q1 202266 names$8.4B+$120M
- Q4 202165 names$9.6B+$633M
- Q3 202161 names$8.3B−$691M
- Q2 202163 names$8.6B+$28.6M
- Q1 202161 names$7.7B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT9,445,507 shares · 34.7% of their software · price −$265M$2.9B+$178M
- AdobeADBE3,042,580 shares · 16.5% of their software · price −$339M$1.4B+$119M
- SynopsysSNPS1,808,312 shares · 7.2% of their software · price −$63.7M$603M−$76.0M
- ServiceNowNOW996,117 shares · 6.6% of their software · price −$91.9M$555M−$346M
- CadenceCDNS1,857,176 shares · 3.6% of their software · price −$40.7M$305M−$18.7M
- F5, Inc.FFIV1,428,140 shares · 3.6% of their software · price −$51.1M$298M−$9.5M
- Palo Alto NetworksPANW441,927 shares · 3.3% of their software · price +$29.1M$275M+$71.6M
- SalesforceCRM996,872 shares · 2.5% of their software · price −$41.7M$212M−$25.0M
- VeevaVEEV916,730 shares · 2.3% of their software · price −$39.4M$195M+$129M
- TwilioTWLO911,837 shares · 1.8% of their software · price −$89.8M$150M+$127M
- DynatraceDT2,711,062 shares · 1.5% of their software · price −$35.9M$128M+$24.1M
- OracleORCL1,450,502 shares · 1.4% of their software · price −$6.5M$120M+$2.6M
- ElasticESTC1,201,344 shares · 1.3% of their software · price −$41.0M$107M+$26.0M
- CrowdStrikeCRWD446,829 shares · 1.2% of their software · price +$10.0M$101M+$72.3M
- SS&CSSNC1,109,616 shares · 1.0% of their software · price −$7.7M$83.2MFlat
- Gen DigitalGEN2,505,119 shares · 0.8% of their software · price +$1.4M$66.4MFlat
- IntuitINTU129,524 shares · 0.7% of their software · price −$21.0M$62.3MFlat
- Rapid7RPD550,000 shares · 0.7% of their software · price −$3.5M$61.2M+$11.8M
- VeriskVRSK270,209 shares · 0.7% of their software · price −$3.8M$58.0M+$36.6M
- ZoomZM477,677 shares · 0.7% of their software · price −$31.9M$56.0M+$82.7M
- Check PointCHKP401,308 shares · 0.7% of their software · price +$8.7M$55.5MFlat
- Automatic Data Processing, Inc.ADP207,293 shares · 0.6% of their software · price −$3.9M$47.2MFlat
- FortinetFTNT122,825 shares · 0.5% of their software · price −$2.2M$42.0M+$1.2M
- Block, Inc.XYZ254,585 shares · 0.4% of their software · price −$6.6M$34.5M+$10.8M
- Roper Technologies, Inc.ROP72,117 shares · 0.4% of their software · price −$1.4M$34.1M−$49.3M
- Uber Technologies, Inc.UBER883,645 shares · 0.4% of their software · price −$5.5M$31.5M+$3.4M
- PaylocityPCTY153,000 shares · 0.4% of their software · price −$4.6M$31.5M+$708K
- Tyler TechnologiesTYL70,000 shares · 0.4% of their software · price −$6.5M$31.1M−$2.7M
- AutodeskADSK140,162 shares · 0.4% of their software · price −$9.4M$30.0MFlat
- JFrogFROG900,000 shares · 0.3% of their software · price −$2.5M$24.3M+$19.5M
- WorkdayWDAY99,616 shares · 0.3% of their software · price −$3.4M$23.9MFlat
- BlackLineBL322,200 shares · 0.3% of their software · price −$9.8M$23.6M+$2.8M
- Q2QTWO336,400 shares · 0.2% of their software · price −$6.0M$20.7M−$7.0M
- PaycomPAYC51,737 shares · 0.2% of their software · price −$3.6M$17.9MFlat
- DocuSignDOCU151,402 shares · 0.2% of their software · price −$6.8M$16.2M−$142M
- HubSpotHUBS32,852 shares · 0.2% of their software · price −$6.1M$15.6M+$983K
- Fiserv, Inc.FISV137,317 shares · 0.2% of their software$13.9M−$52.9M
- Bentley SystemsBSY300,000 shares · 0.2% of their software · price −$1.2M$13.3M−$9.7M
- BILLBILL56,360 shares · 0.2% of their software · price −$1.3M$12.8M+$6.0M
- OktaOKTA80,908 shares · 0.1% of their software · price −$5.9M$12.2M+$1.8M
- TrimbleTRMB168,778 shares · 0.1% of their software · price −$2.5M$12.2MFlat
- Consensus Cloud Solutions, Inc.CCSI170,677 shares · 0.1% of their software$10.3MFlat
- CoStarCSGP148,032 shares · 0.1% of their software · price −$1.8M$9.9MFlat
- ZoomInfoZI141,766 shares · 0.1% of their software$8.5MNew
- Paychex, Inc.PAYX58,255 shares · 0.1% of their software$8.0MFlat
- Lyft, Inc.LYFT204,716 shares · 0.1% of their software · price −$886K$7.9M+$4.3M
- WixWIX66,123 shares · 0.1% of their software · price −$3.5M$6.9M+$2.3M
- SnowflakeSNOW30,087 shares · 0.1% of their software · price −$3.3M$6.9M−$17.8M
- DatadogDDOG45,201 shares · 0.1% of their software · price −$1.2M$6.8M−$8.0M
- ZscalerZS25,072 shares · 0.1% of their software · price −$2.0M$6.0M−$2.0M
- RingCentralRNG42,805 shares · 0.1% of their software · price −$3.0M$5.0M+$712K
- SchrödingerSDGR130,026 shares · 0.1% of their software$4.4MNew · +$4.5M
- CloudflareNET35,571 shares · 0.1% of their software$4.3MFlat
- Grab Holdings LimitedGRAB1,174,573 shares · 0.0% of their software · price −$4.3M$4.1MNew · +$8.4M
- AkamaiAKAM30,959 shares · 0.0% of their software$3.7MFlat
- NetApp, Inc.NTAP43,636 shares · 0.0% of their software$3.6MFlat
- eGain CorporationEGAN250,000 shares · 0.0% of their software$2.9MFlat
- The Trade DeskTTD30,832 shares · 0.0% of their software · price −$690K$2.1MFlat
- GoDaddyGDDY22,896 shares · 0.0% of their software$1.9M−$5.6M
- MongoDBMDB3,858 shares · 0.0% of their software$1.7M−$9.8M
- VeriSign, Inc.VRSN6,136 shares · 0.0% of their software$1.4MFlat
- BroadridgeBR8,484 shares · 0.0% of their software$1.3MFlat
- PTCPTC7,935 shares · 0.0% of their software$855KFlat
- ProgressPRGS13,887 shares · 0.0% of their software$654KFlat
- Kingsoft Cloud Holdings LimitedKC25,140 shares · 0.0% of their software$153KFlat
- FactSetFDS185 shares · 0.0% of their software$80KFlat