Generalist · Frankfurt Am Main, Germany
Deutsche Bank
Q1 2018 · compared with Q4 2017
Filed as Deutsche Bank AG
- Software
- $6.4B
- Weight of 13F
- 4.2%
- Names
- 112
- Net bought
- +$876M
Filed 15 May 2018 · SEC filing.
Call exposure on these names is $2.5M across 16 lines. Calls are not in the stock total.
4,206 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 2026249 names · $117M in calls, not in the total$29.5B+$521M
- Q1 2026241 names · $11.2M in calls, not in the total$27.5B−$762M
- Q4 2025239 names$36.3B+$6.4B
- Q3 2025233 names · $1.5M in calls, not in the total$38.5B+$2.1B
- Q2 2025231 names$35.6B−$432M
- Q1 2025230 names · $48.5M in calls, not in the total$29.2B+$2.2B
- Q4 2024227 names · $10.9M in calls, not in the total$30.1B+$423M
- Q3 2024224 names · $26.0M in calls, not in the total$28.5B+$2.1B
- Q2 2024220 names · $23.7M in calls, not in the total$26.5B+$279M
- Q1 2024211 names · $22.9M in calls, not in the total$25.6B+$1.4B
- Q4 2023208 names · $19.2M in calls, not in the total$22.5B+$3.6B
- Q3 2023205 names · $12.8M in calls, not in the total$15.5B−$3.3B
- Q2 2023204 names$19.4B−$21.7M
- Q1 2023200 names · $173K in calls, not in the total$16.8B+$848M
- Q4 2022200 names · $879K in calls, not in the total$13.5B+$122M
- Q3 2022188 names · $1.3M in calls, not in the total$13.1B+$152M
- Q2 2022194 names · $1.1M in calls, not in the total$14.4B−$82.1M
- Q1 2022181 names · $1.7M in calls, not in the total$19.3B−$613M
- Q4 2021177 names · $1.9M in calls, not in the total$22.6B−$245M
- Q3 2021176 names · $1.6M in calls, not in the total$20.8B+$494M
- Q2 2021164 names · $1.2M in calls, not in the total$19.7B+$2.0B
- Q1 2021164 names · $579K in calls, not in the total$15.9B+$1.6B
- Q4 2020157 names · $331K in calls, not in the total$14.2B−$120M
- Q3 2020152 names · $164K in calls, not in the total$12.9B+$700M
- Q2 2020141 names · $135K in calls, not in the total$11.2B+$150M
- Q1 2020133 names · $239K in calls, not in the total$8.4B−$225M
- Q4 2019140 names · $558K in calls, not in the total$9.2B−$149M
- Q3 2019135 names · $437K in calls, not in the total$8.5B−$1.2B
- Q2 2019130 names · $1.7M in calls, not in the total$9.8B+$401M
- Q1 2019120 names · $1.5M in calls, not in the total$8.6B+$1.2B
- Q4 2018120 names · $1.1M in calls, not in the total$6.0B−$170M
- Q3 2018119 names · $2.6M in calls, not in the total$7.1B−$150M
- Q2 2018116 names · $3.8M in calls, not in the total$6.3B−$675M
- Q1 2018112 names · $2.5M in calls, not in the total$6.4B+$876M
- Q4 2017105 names · $3.0M in calls, not in the total$5.1B−$654M
- Q3 2017106 names · $2.6M in calls, not in the total$5.4B+$313M
- Q2 2017104 names · $1.2M in calls, not in the total$4.8B−$58.0M
- Q1 2017101 names · $1.6M in calls, not in the total$4.5B+$452M
- Q4 201699 names · $1.3M in calls, not in the total$3.7B−$1.2B
- Q3 201696 names · $1.4M in calls, not in the total$4.8B+$236M
- Q2 201693 names · $1.1M in calls, not in the total$4.2B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT23,860,597 shares · 33.8% of their software · price +$137M$2.2B+$362M
- OracleORCL12,233,126 shares · 8.7% of their software · price −$18.7M$560M+$141M
- AdobeADBE1,460,343 shares · 4.9% of their software · price +$59.6M$316M+$82.5M
- Automatic Data Processing, Inc.ADP1,991,098 shares · 3.5% of their software · price −$7.4M$226MFlat
- SalesforceCRM1,876,923 shares · 3.4% of their software · price +$26.4M$218M+$39.5M
- Palo Alto NetworksPANW1,191,443 shares · 3.4% of their software · price +$43.6M$216M+$33.5M
- Roper Technologies, Inc.ROP742,230 shares · 3.2% of their software · price +$16.1M$208M+$3.1M
- NutanixNTNX3,391,858 shares · 2.6% of their software · price +$46.9M$167M+$106M
- Amdocs LimitedDOX1,910,460 shares · 2.0% of their software · price +$2.4M$127M−$25.0M
- VeriskVRSK1,155,612 shares · 1.9% of their software · price +$9.2M$120M+$12.7M
- IntuitINTU684,338 shares · 1.8% of their software · price +$10.7M$119M+$5.0M
- ServiceNowNOW668,956 shares · 1.7% of their software · price +$23.5M$111M+$70.8M
- WorkdayWDAY814,123 shares · 1.6% of their software · price +$20.7M$103M+$15.8M
- Check PointCHKP1,015,889 shares · 1.6% of their software · price −$4.3M$101M+$18.9M
- BroadridgeBR892,716 shares · 1.5% of their software · price +$17.1M$97.9M−$44.1M
- NetApp, Inc.NTAP1,540,032 shares · 1.5% of their software · price +$9.8M$95.0M−$20.4M
- SynopsysSNPS1,109,365 shares · 1.4% of their software · price −$2.2M$92.3M+$7.5M
- Fiserv, Inc.FISV1,187,463 shares · 1.3% of their software · price −$71.0M$84.7M+$11.0M
- CadenceCDNS2,141,720 shares · 1.2% of their software · price −$10.8M$78.7M+$17.5M
- Paychex, Inc.PAYX1,114,814 shares · 1.1% of their software · price −$7.2M$68.7M+$29.4M
- VeevaVEEV835,298 shares · 0.9% of their software · price +$14.8M$61.0M+$24.7M
- GoDaddyGDDY885,567 shares · 0.8% of their software · price +$9.9M$54.4M+$14.1M
- F5, Inc.FFIV367,790 shares · 0.8% of their software · price +$4.9M$53.2M−$6.6M
- WEX Inc.WEX330,619 shares · 0.8% of their software · price +$5.1M$51.8M+$10.1M
- OktaOKTA1,278,556 shares · 0.8% of their software · price +$18.2M$50.9M+$27.9M
- TrimbleTRMB1,219,023 shares · 0.7% of their software · price −$5.8M$43.7M+$2.9M
- HubSpotHUBS396,062 shares · 0.7% of their software · price +$7.9M$42.9M+$11.0M
- CoStarCSGP108,124 shares · 0.6% of their software · price +$7.1M$39.2M−$6.2M
- PTCPTC496,112 shares · 0.6% of their software · price +$8.6M$38.7M−$13.7M
- TeradataTDC859,253 shares · 0.5% of their software · price +$1.0M$34.1M−$8.3M
- SAPSAP312,306 shares · 0.5% of their software · price −$2.2M$32.8M+$34.6M
- VaronisVRNS531,207 shares · 0.5% of their software · price +$6.3M$32.1M+$8.4M
- VeriSign, Inc.VRSN269,501 shares · 0.5% of their software · price +$1.1M$31.9M−$5.9M
- AutodeskADSK235,348 shares · 0.5% of their software · price +$4.9M$29.6M−$13.1M
- AkamaiAKAM414,683 shares · 0.5% of their software · price +$2.5M$29.4M−$5.6M
- InterDigital, Inc.IDCC381,213 shares · 0.4% of their software · price −$972K$28.1M−$4.7M
- TwilioTWLO725,385 shares · 0.4% of their software · price +$10.6M$27.7M+$12.1M
- FortinetFTNT462,622 shares · 0.4% of their software · price +$4.6M$24.8M−$3.2M
- BoxBOX1,191,195 shares · 0.4% of their software · price −$679K$24.5M−$2.9M
- ShopifySHOP175,314 shares · 0.3% of their software · price +$4.1M$21.8MFlat
- Fair IsaacFICO123,571 shares · 0.3% of their software · price +$2.0M$20.9M−$9.6M
- SS&CSSNC384,815 shares · 0.3% of their software · price +$5.1M$20.6M+$1.9M
- Euronet Worldwide, Inc.EEFT254,278 shares · 0.3% of their software · price −$1.4M$20.1M−$4.1M
- ACI WorldwideACIW812,180 shares · 0.3% of their software · price +$853K$19.3M+$2.7M
- BlackbaudBLKB183,797 shares · 0.3% of their software · price +$1.3M$18.7M−$567K
- RingCentralRNG292,736 shares · 0.3% of their software · price +$4.4M$18.6MFlat
- NICENICE191,410 shares · 0.3% of their software$18.0M+$12.1M
- BlackLineBL423,370 shares · 0.3% of their software · price +$2.7M$16.6M+$5.8M
- Sabre CorporationSABR761,080 shares · 0.3% of their software · price +$723K$16.3M+$4.6M
- Five9FIVN525,043 shares · 0.2% of their software · price +$2.6M$15.6M+$1.5M
- OpenTextOTEX422,340 shares · 0.2% of their software$14.7M−$2.5M
- The Trade DeskTTD249,755 shares · 0.2% of their software · price +$972K$12.4M+$9.0M
- Tyler TechnologiesTYL53,160 shares · 0.2% of their software · price +$1.8M$11.2M−$4.5M
- DescartesDSGX383,624 shares · 0.2% of their software$11.0MFlat
- Upbound Group, Inc.UPBD1,142,990 shares · 0.2% of their software · price −$2.8M$9.9M+$2.3M
- ProgressPRGS246,386 shares · 0.1% of their software · price −$1.0M$9.5M+$5.1M
- GuidewireGWRE102,265 shares · 0.1% of their software · price +$672K$8.3M+$1.4M
- WixWIX96,863 shares · 0.1% of their software · price +$2.1M$7.7M+$1.9M
- Block, Inc.XYZ154,653 shares · 0.1% of their software · price +$2.2M$7.6M−$14.4M
- Radware Ltd.RDWR342,239 shares · 0.1% of their software · price +$667K$7.3M−$907K
- Manhattan AssociatesMANH173,321 shares · 0.1% of their software · price −$1.3M$7.3M−$5.5M
- PegasystemsPEGA118,612 shares · 0.1% of their software · price +$1.6M$7.2M−$4.8M
- Strategy IncMSTR54,888 shares · 0.1% of their software$7.1M+$2.1M
- Alarm.com Holdings, Inc.ALRM185,278 shares · 0.1% of their software$7.0M+$769K
- CommvaultCVLT116,961 shares · 0.1% of their software · price +$550K$6.7M−$13.7M
- PaycomPAYC61,760 shares · 0.1% of their software · price +$1.7M$6.6M−$4.6M
- QualysQLYS90,176 shares · 0.1% of their software · price +$1.2M$6.6MFlat
- NetScout Systems, Inc.NTCT245,032 shares · 0.1% of their software · price −$1.0M$6.5M−$2.1M
- PaylocityPCTY110,884 shares · 0.1% of their software$5.7M−$4.1M
- BlackBerry LimitedBB415,411 shares · 0.1% of their software$4.8M−$27.1M
- ZscalerZS167,833 shares · 0.1% of their software$4.7MNew · +$4.7M
- Rapid7RPD159,425 shares · 0.1% of their software · price +$1.1M$4.1MFlat
- DropboxDBX130,248 shares · 0.1% of their software$4.1MNew · +$4.1M
- YextYEXT303,659 shares · 0.1% of their software$3.8M+$3.0M
- EVERTEC, Inc.EVTC200,926 shares · 0.1% of their software · price +$543K$3.3M−$2.4M
- WorkivaWK110,427 shares · 0.0% of their software$2.6M−$1.4M
- PagSeguro Digital Ltd.PAGS58,499 shares · 0.0% of their software$2.2MNew · +$2.2M
- ePlus inc.PLUS26,386 shares · 0.0% of their software$2.0MFlat
- Digital TurbineAPPS1,003,539 shares · 0.0% of their software$2.0M+$995K
- eGain CorporationEGAN248,642 shares · 0.0% of their software · price +$671K$2.0MFlat
- 8x8EGHT104,135 shares · 0.0% of their software$1.9M—
- FactSetFDS8,132 shares · 0.0% of their software$1.6M−$5.4M
- Q2QTWO35,295 shares · 0.0% of their software$1.6M−$2.1M
- SPS CommerceSPSC23,663 shares · 0.0% of their software$1.5M−$5.5M
- Tucows Inc.TCX17,406 shares · 0.0% of their software$973K−$759K
- Ribbon Communications Inc.RBBN178,832 shares · 0.0% of their software$910KFlat
- Allot Ltd.ALLT118,958 shares · 0.0% of their software$639KFlat
- Donnelley Financial Solutions, Inc.DFIN36,965 shares · 0.0% of their software$633K−$754K
- MorningstarMORN5,700 shares · 0.0% of their software$543KFlat
- Ooma, Inc.OOMA43,799 shares · 0.0% of their software$476KFlat
- Mitek Systems, Inc.MITK61,105 shares · 0.0% of their software$451K−$1.2M
- AppFolioAPPF10,807 shares · 0.0% of their software$439K−$2.9M
- Immersion CorporationIMMR31,392 shares · 0.0% of their software$374KSplit
- SoundThinking, Inc.SSTI13,730 shares · 0.0% of their software$363KNew · Flat
- PDF Solutions, Inc.PDFS30,008 shares · 0.0% of their software$349KFlat
- Asure Software, Inc.ASUR27,584 shares · 0.0% of their software$337KFlat
- Calix, Inc.CALX46,967 shares · 0.0% of their software$320KFlat
- A10 Networks, Inc.ATEN54,407 shares · 0.0% of their software$315K−$2.9M
- Daily Journal CorporationDJCO1,206 shares · 0.0% of their software$274KFlat
- Rimini Street, Inc.RMNI29,791 shares · 0.0% of their software$254KNew · Flat
- PAR Technology CorporationPAR15,998 shares · 0.0% of their software$225KFlat
- Agilysys, Inc.AGYS16,443 shares · 0.0% of their software$194KFlat
- Simulations PlusSLP12,243 shares · 0.0% of their software$179KFlat
- MIND C.T.I. LtdMNDO58,568 shares · 0.0% of their software$129KFlat
- ReposiTrak, Inc.TRAK14,231 shares · 0.0% of their software$123KFlat
- DHI Group, Inc.DHX51,609 shares · 0.0% of their software$81KFlat
- Veritone, Inc.VERI3,599 shares · 0.0% of their software$49KFlat
- Xunlei LimitedXNET2,245 shares · 0.0% of their software$22KFlat
- Red Violet, Inc.RDVT3,249 shares · 0.0% of their software$19KNew · Flat
- MongoDBMDB432 shares · 0.0% of their software$18KNew · Flat
- Bandwidth Inc.BAND200 shares · 0.0% of their software$6KNew · Flat
- Lesaka Technologies, Inc.LSAK495 shares · 0.0% of their software$4K−$5.9M