Generalist · Stockholm, Sweden
Swedbank Ab
Q4 2022 · compared with Q3 2022
- Software
- $6.9B
- Weight of 13F
- 15.1%
- Names
- 59
- Net bought
- +$361M
Filed 6 December 2024 · SEC filing.
713 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
- MicrosoftMSFT11,207,423 shares · 39.1% of their software · price +$77.6M$2.7B+$49.6M
- AdobeADBE2,740,466 shares · 13.4% of their software · price +$168M$922M−$246M
- SynopsysSNPS1,687,631 shares · 7.8% of their software · price +$23.3M$539M−$12.6M
- ServiceNowNOW1,054,837 shares · 6.0% of their software · price +$11.2M$410M−$21.9M
- VeevaVEEV1,655,566 shares · 3.9% of their software · price −$5.8M$267M+$155M
- CadenceCDNS1,589,960 shares · 3.7% of their software · price −$4.4M$255M+$6.8M
- Palo Alto NetworksPANW1,634,501 shares · 3.3% of their software · price −$39.6M$228M+$43.0M
- F5, Inc.FFIV1,208,815 shares · 2.5% of their software · price −$1.5M$173M+$15.9M
- FortinetFTNT3,167,172 shares · 2.3% of their software · price −$760K$155M+$125M
- TwilioTWLO2,559,913 shares · 1.8% of their software · price −$51.7M$125M+$96.7M
- OracleORCL1,285,107 shares · 1.5% of their software · price +$26.6M$105MFlat
- SalesforceCRM782,908 shares · 1.5% of their software · price −$8.8M$104M+$2.3M
- DoximityDOCS3,050,000 shares · 1.5% of their software · price +$10.2M$102M+$70.2M
- SS&CSSNC1,248,005 shares · 0.9% of their software · price +$5.4M$65.0M+$11.4M
- CrowdStrikeCRWD616,068 shares · 0.9% of their software · price −$36.7M$64.9M+$10.7M
- Automatic Data Processing, Inc.ADP224,408 shares · 0.8% of their software · price +$2.8M$53.6M−$1.3M
- IntuitINTU134,857 shares · 0.8% of their software$52.5M+$2.6M
- Check PointCHKP403,877 shares · 0.7% of their software · price +$5.7M$51.0MFlat
- DynatraceDT932,462 shares · 0.5% of their software · price +$3.3M$35.7M+$4.2M
- ZoomInfoZI1,152,401 shares · 0.5% of their software$34.7M—
- SnowflakeSNOW206,505 shares · 0.4% of their software · price −$5.5M$29.6M+$30.0M
- Roper Technologies, Inc.ROP65,397 shares · 0.4% of their software · price +$4.7M$28.3MFlat
- Fiserv, Inc.FISV270,041 shares · 0.4% of their software · price +$2.0M$27.3M+$6.7M
- AutodeskADSK144,720 shares · 0.4% of their software$27.0MFlat
- AtlassianTEAM200,357 shares · 0.4% of their software · price −$16.4M$25.8MNew · +$42.2M
- Tyler TechnologiesTYL79,300 shares · 0.4% of their software · price −$2.0M$25.6M+$8.4M
- Uber Technologies, Inc.UBER971,972 shares · 0.3% of their software · price −$1.7M$24.0MFlat
- Rapid7RPD650,000 shares · 0.3% of their software · price −$5.8M$22.1M+$4.3M
- PaylocityPCTY110,000 shares · 0.3% of their software · price −$5.2M$21.4M+$1.9M
- JFrogFROG1,000,000 shares · 0.3% of their software · price −$780K$21.3MFlat
- WorkdayWDAY122,557 shares · 0.3% of their software · price +$1.9M$20.5M+$3.7M
- VeriskVRSK110,398 shares · 0.3% of their software · price +$650K$19.5MFlat
- PaycomPAYC55,461 shares · 0.3% of their software · price −$1.1M$17.2M+$1.2M
- TrimbleTRMB278,848 shares · 0.2% of their software · price −$1.0M$14.1M+$1.4M
- CoStarCSGP164,645 shares · 0.2% of their software · price +$1.3M$12.7MFlat
- HubSpotHUBS41,460 shares · 0.2% of their software · price +$788K$12.0M+$1.0M
- Block, Inc.XYZ174,083 shares · 0.2% of their software · price +$1.4M$10.9M−$3.7M
- DocuSignDOCU186,375 shares · 0.2% of their software$10.3M+$1.7M
- Paychex, Inc.PAYX88,785 shares · 0.1% of their software$10.3M+$7.8M
- Gen DigitalGEN477,826 shares · 0.1% of their software · price +$616K$10.2MFlat
- ZoomZM127,041 shares · 0.1% of their software · price −$743K$8.6M−$34.1M
- DatadogDDOG101,652 shares · 0.1% of their software · price −$1.6M$7.5M+$7.8M
- ProgressPRGS145,446 shares · 0.1% of their software · price +$1.1M$7.3MFlat
- PTCPTC39,392 shares · 0.1% of their software · price +$608K$4.7M+$3.3M
- NetApp, Inc.NTAP65,210 shares · 0.1% of their software$3.9MFlat
- OktaOKTA35,424 shares · 0.0% of their software$2.4MFlat
- AkamaiAKAM24,481 shares · 0.0% of their software$2.1MFlat
- GoDaddyGDDY22,896 shares · 0.0% of their software$1.7MFlat
- Grab Holdings LimitedGRAB465,858 shares · 0.0% of their software$1.5M−$2.3M
- BroadridgeBR9,891 shares · 0.0% of their software$1.3MFlat
- VeriSign, Inc.VRSN6,136 shares · 0.0% of their software$1.3MFlat
- WixWIX16,036 shares · 0.0% of their software$1.2M+$808K
- ZscalerZS8,924 shares · 0.0% of their software$999KFlat
- Bentley SystemsBSY25,295 shares · 0.0% of their software$935KFlat
- MongoDBMDB2,711 shares · 0.0% of their software$534KFlat
- CloudflareNET11,285 shares · 0.0% of their software$510K−$985K
- The Trade DeskTTD10,920 shares · 0.0% of their software$490KFlat
- FactSetFDS185 shares · 0.0% of their software$74KFlat
- Kingsoft Cloud Holdings LimitedKC14,240 shares · 0.0% of their software$55KFlat