Generalist · Stockholm, Sweden
Swedbank Ab
Q4 2024 · compared with Q3 2024
- Software
- $14.0B
- Weight of 13F
- 17.2%
- Names
- 75
- Net bought
- +$702M
Filed 22 January 2025 · SEC filing.
691 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
- MicrosoftMSFT14,090,753 shares · 42.5% of their software · price −$124M$5.9B+$173M
- SalesforceCRM3,829,773 shares · 9.2% of their software · price +$232M$1.3B+$334M
- ServiceNowNOW1,101,643 shares · 8.3% of their software · price +$183M$1.2B−$51.7M
- SynopsysSNPS1,506,201 shares · 5.2% of their software · price −$31.7M$731M−$23.9M
- CadenceCDNS1,834,164 shares · 3.9% of their software · price +$54.0M$551M+$21.8M
- FortinetFTNT4,788,846 shares · 3.2% of their software · price +$81.1M$452M−$156M
- AdobeADBE816,215 shares · 2.6% of their software · price −$59.7M$363M−$197M
- OracleORCL2,162,773 shares · 2.6% of their software · price −$8.1M$360M−$32.4M
- Bentley SystemsBSY7,007,324 shares · 2.3% of their software · price −$28.8M$327M+$95.2M
- Palo Alto NetworksPANW1,634,701 shares · 2.1% of their software · price −$261M$297M+$290M
- Tyler TechnologiesTYL459,850 shares · 1.9% of their software · price −$3.3M$265M+$4.6M
- SnowflakeSNOW1,473,345 shares · 1.6% of their software · price +$58.3M$227M+$24.6M
- VeevaVEEV1,030,788 shares · 1.5% of their software$217MFlat
- F5, Inc.FFIV697,170 shares · 1.3% of their software · price +$21.8M$175M−$2.0M
- MongoDBMDB602,493 shares · 1.0% of their software · price −$22.6M$140MFlat
- SS&CSSNC1,753,236 shares · 0.9% of their software · price +$2.8M$133M+$19.4M
- Manhattan AssociatesMANH369,019 shares · 0.7% of their software · price −$4.1M$99.7M+$98.5M
- Corpay, Inc.CPAY269,717 shares · 0.7% of their software · price +$6.9M$91.3M+$26.1M
- Check PointCHKP428,042 shares · 0.6% of their software · price −$2.6M$79.9M+$918K
- IntuitINTU117,350 shares · 0.5% of their software · price +$880K$73.8MFlat
- Automatic Data Processing, Inc.ADP236,457 shares · 0.5% of their software · price +$3.8M$69.2MFlat
- Fiserv, Inc.FISV335,842 shares · 0.5% of their software · price +$8.7M$69.0MFlat
- Uber Technologies, Inc.UBER1,103,161 shares · 0.5% of their software · price −$16.4M$66.5M+$6.9M
- SentinelOneS2,700,000 shares · 0.4% of their software · price −$4.6M$59.9M+$4.8M
- The Trade DeskTTD368,870 shares · 0.3% of their software · price +$2.9M$43.4M+$8.9M
- AutodeskADSK141,729 shares · 0.3% of their software · price +$2.8M$41.9M+$1.8M
- Roper Technologies, Inc.ROP72,336 shares · 0.3% of their software · price −$2.6M$37.6M−$13.3M
- AppLovinAPP109,708 shares · 0.3% of their software · price +$21.2M$35.5M+$1.7M
- PalantirPLTR416,384 shares · 0.2% of their software · price +$16.0M$31.5MNew · +$15.5M
- PaylocityPCTY150,400 shares · 0.2% of their software · price +$5.2M$30.0MFlat
- VeriskVRSK106,889 shares · 0.2% of their software · price +$798K$29.4MFlat
- CrowdStrikeCRWD84,441 shares · 0.2% of their software · price +$5.2M$28.9M−$1.9M
- ProgressPRGS439,626 shares · 0.2% of their software · price −$976K$28.6MFlat
- GoDaddyGDDY136,351 shares · 0.2% of their software · price +$5.5M$26.9M−$2.6M
- Fair IsaacFICO12,947 shares · 0.2% of their software · price +$614K$25.8M+$6.1M
- WorkdayWDAY97,529 shares · 0.2% of their software · price +$1.3M$25.2M+$3.6M
- NICENICE140,900 shares · 0.2% of their software · price −$540K$23.9MFlat
- Paychex, Inc.PAYX156,869 shares · 0.2% of their software · price +$946K$22.0M+$609K
- ACI WorldwideACIW417,633 shares · 0.2% of their software$21.7M+$3.9M
- Gen DigitalGEN712,370 shares · 0.1% of their software$19.5M+$3.1M
- TrimbleTRMB273,575 shares · 0.1% of their software · price +$2.3M$19.3MFlat
- HubSpotHUBS27,206 shares · 0.1% of their software · price +$4.5M$19.0MFlat
- CoStarCSGP249,712 shares · 0.1% of their software · price −$961K$17.9MFlat
- DatadogDDOG122,825 shares · 0.1% of their software · price +$3.4M$17.6M+$1.4M
- AtlassianTEAM67,974 shares · 0.1% of their software · price +$5.7M$16.5M+$705K
- DocuSignDOCU165,170 shares · 0.1% of their software · price +$4.6M$14.9M+$2.5M
- PaycomPAYC68,738 shares · 0.1% of their software · price +$2.6M$14.1M−$1.3M
- VeriSign, Inc.VRSN62,988 shares · 0.1% of their software · price +$1.1M$13.0M+$3.3M
- PTCPTC67,894 shares · 0.1% of their software$12.5M+$1.1M
- ePlus inc.PLUS150,000 shares · 0.1% of their software · price −$3.7M$11.1MNew · +$14.8M
- WorkivaWK100,000 shares · 0.1% of their software · price +$3.0M$11.0MFlat
- GitLabGTLB170,000 shares · 0.1% of their software · price +$818K$9.6MNew · +$8.8M
- AkamaiAKAM92,377 shares · 0.1% of their software$8.8MFlat
- Nayax Ltd.NYAX300,000 shares · 0.1% of their software · price +$1.2M$8.7M+$2.3M
- DoximityDOCS141,482 shares · 0.1% of their software · price +$1.4M$7.6M−$1.2M
- Asure Software, Inc.ASUR750,000 shares · 0.1% of their software$7.1MFlat
- DynatraceDT124,726 shares · 0.0% of their software$6.8M+$1.7M
- ZoomZM82,247 shares · 0.0% of their software · price +$976K$6.7M+$2.8M
- OktaOKTA85,124 shares · 0.0% of their software$6.7MFlat
- TwilioTWLO60,280 shares · 0.0% of their software · price +$2.6M$6.5MFlat
- WEX Inc.WEX35,300 shares · 0.0% of their software · price −$1.2M$6.2MFlat
- NetApp, Inc.NTAP50,749 shares · 0.0% of their software$5.9MFlat
- BroadridgeBR25,311 shares · 0.0% of their software$5.7MFlat
- DropboxDBX141,470 shares · 0.0% of their software · price +$652K$4.2MFlat
- Block, Inc.XYZ48,876 shares · 0.0% of their software · price +$873K$4.2MFlat
- VaronisVRNS70,900 shares · 0.0% of their software · price −$856K$3.2MFlat
- ElasticESTC30,004 shares · 0.0% of their software · price +$670K$3.0MNew · +$2.3M
- CloudflareNET27,043 shares · 0.0% of their software · price +$724K$2.9M+$655K
- ZscalerZS12,797 shares · 0.0% of their software$2.3MFlat
- Karooooo Ltd.KARO50,300 shares · 0.0% of their software$2.3M−$2.8M
- WixWIX5,624 shares · 0.0% of their software$1.2MFlat
- SamsaraIOT21,328 shares · 0.0% of their software$932KFlat
- Joint Stock Company Kaspi.kzKSPI6,726 shares · 0.0% of their software$637KFlat
- ToastTOST8,319 shares · 0.0% of their software$303KNew · Flat
- FactSetFDS185 shares · 0.0% of their software$89KFlat