Generalist · Frankfurt Am Main, Germany
Deutsche Bank
Q1 2020 · compared with Q4 2019
Filed as Deutsche Bank AG
- Software
- $8.4B
- Weight of 13F
- 7.6%
- Names
- 133
- Net bought
- −$225M
Filed 14 May 2020 · SEC filing.
Call exposure on these names is $239K across 10 lines. Calls are not in the stock total.
3,908 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
- MicrosoftMSFT24,652,099 shares · 46.3% of their software$3.9B−$556M
- AdobeADBE1,529,297 shares · 5.8% of their software · price −$17.7M$487M−$157M
- Automatic Data Processing, Inc.ADP2,774,206 shares · 4.5% of their software · price −$93.8M$379M+$8.9M
- SalesforceCRM2,434,976 shares · 4.2% of their software · price −$45.4M$351M+$106M
- OracleORCL5,794,151 shares · 3.3% of their software · price −$26.9M$280M+$18.3M
- Fiserv, Inc.FISV2,431,085 shares · 2.7% of their software · price −$50.2M$231M+$22.5M
- ServiceNowNOW712,836 shares · 2.4% of their software · price +$3.0M$204M+$56.2M
- Check PointCHKP1,762,065 shares · 2.1% of their software · price −$18.4M$177M−$5.4M
- IntuitINTU745,099 shares · 2.0% of their software · price −$23.8M$171MFlat
- ZoomZM967,995 shares · 1.7% of their software · price +$75.6M$141M+$24.0M
- Roper Technologies, Inc.ROP423,593 shares · 1.6% of their software · price −$18.0M$132M−$14.4M
- Paychex, Inc.PAYX1,897,046 shares · 1.4% of their software · price −$42.0M$119M+$98.5M
- SynopsysSNPS861,807 shares · 1.3% of their software · price −$9.0M$111M−$8.2M
- FortinetFTNT1,057,446 shares · 1.3% of their software · price −$5.9M$107M+$73.5M
- AutodeskADSK660,553 shares · 1.2% of their software · price −$18.1M$103M+$25.0M
- Amdocs LimitedDOX1,857,917 shares · 1.2% of their software · price −$32.0M$102MFlat
- WorkdayWDAY757,504 shares · 1.2% of their software · price −$25.9M$98.6M+$13.8M
- VeriskVRSK624,654 shares · 1.0% of their software · price −$6.2M$87.1M−$10.5M
- CadenceCDNS1,292,671 shares · 1.0% of their software · price −$4.3M$85.4M+$12.4M
- TwilioTWLO754,354 shares · 0.8% of their software · price −$6.6M$67.5M+$26.4M
- ElasticESTC1,080,395 shares · 0.7% of their software · price −$9.2M$60.3M+$67.9M
- CoStarCSGP82,037 shares · 0.6% of their software · price −$910K$48.2M+$2.6M
- DocuSignDOCU462,259 shares · 0.5% of their software · price +$8.5M$42.7M+$6.6M
- VeriSign, Inc.VRSN223,009 shares · 0.5% of their software · price −$2.8M$40.2M+$2.0M
- AkamaiAKAM388,418 shares · 0.4% of their software · price +$2.0M$35.5M−$1.0M
- F5, Inc.FFIV333,060 shares · 0.4% of their software · price −$11.0M$35.5M−$1.7M
- Block, Inc.XYZ655,770 shares · 0.4% of their software · price −$6.7M$34.3M−$6.2M
- Gen DigitalGEN1,785,735 shares · 0.4% of their software · price −$12.2M$33.4M+$15.8M
- BroadridgeBR330,267 shares · 0.4% of their software · price −$9.5M$31.3M−$68.5M
- WixWIX310,209 shares · 0.4% of their software · price −$6.7M$31.3M+$15.1M
- ShopifySHOP71,186 shares · 0.4% of their software · price +$1.4M$29.7M−$19.5M
- Palo Alto NetworksPANW180,310 shares · 0.4% of their software · price −$12.1M$29.6M+$989K
- VeevaVEEV182,925 shares · 0.3% of their software · price +$2.9M$28.6M−$18.3M
- FastlyFSLY1,359,875 shares · 0.3% of their software · price −$1.5M$25.8M+$27.3M
- Radware Ltd.RDWR1,174,744 shares · 0.3% of their software · price −$5.5M$24.8M+$24.8M
- CommvaultCVLT510,388 shares · 0.2% of their software · price −$2.1M$20.7M−$7.0M
- BlackLineBL388,773 shares · 0.2% of their software$20.5M+$6.6M
- GuidewireGWRE247,742 shares · 0.2% of their software · price −$7.5M$19.6M+$10.0M
- NutanixNTNX1,173,477 shares · 0.2% of their software · price −$18.1M$18.5M+$15.3M
- TrimbleTRMB581,524 shares · 0.2% of their software · price −$5.7M$18.5M−$873K
- PTCPTC296,977 shares · 0.2% of their software · price −$4.1M$18.2M+$1.1M
- NetApp, Inc.NTAP433,126 shares · 0.2% of their software · price −$8.9M$18.1M+$722K
- PegasystemsPEGA249,965 shares · 0.2% of their software · price −$2.1M$17.8M+$18.3M
- NICENICE116,463 shares · 0.2% of their software · price −$1.3M$16.7M+$11.7M
- ZscalerZS272,915 shares · 0.2% of their software · price +$3.9M$16.6M+$10.5M
- RingCentralRNG77,767 shares · 0.2% of their software · price +$3.4M$16.5M−$29.9M
- Tyler TechnologiesTYL53,354 shares · 0.2% of their software$15.8M−$2.4M
- DropboxDBX859,948 shares · 0.2% of their software$15.6M−$9.7M
- VaronisVRNS240,622 shares · 0.2% of their software · price −$3.4M$15.3M−$6.8M
- SPS CommerceSPSC316,126 shares · 0.2% of their software · price −$2.8M$14.7M+$9.8M
- PaycomPAYC72,311 shares · 0.2% of their software · price −$4.5M$14.6M+$6.9M
- OktaOKTA114,960 shares · 0.2% of their software · price +$792K$14.1M−$11.3M
- FactSetFDS52,959 shares · 0.2% of their software$13.8M+$1.9M
- Uber Technologies, Inc.UBER476,589 shares · 0.2% of their software · price −$867K$13.3M+$9.1M
- Euronet Worldwide, Inc.EEFT151,687 shares · 0.2% of their software · price −$10.9M$13.0M+$3.5M
- EVERTEC, Inc.EVTC571,144 shares · 0.2% of their software · price −$6.5M$13.0M+$6.8M
- Five9FIVN165,482 shares · 0.2% of their software · price +$1.8M$12.7M−$2.3M
- GoDaddyGDDY213,896 shares · 0.1% of their software · price −$2.3M$12.2M−$6.7M
- Agilysys, Inc.AGYS678,623 shares · 0.1% of their software · price −$5.9M$11.3MFlat
- InterDigital, Inc.IDCC242,367 shares · 0.1% of their software · price −$2.4M$10.8M−$6.0M
- SS&CSSNC226,006 shares · 0.1% of their software · price −$4.0M$9.9M−$6.5M
- OpenTextOTEX273,419 shares · 0.1% of their software · price −$2.5M$9.5M−$2.6M
- MongoDBMDB66,440 shares · 0.1% of their software$9.1M−$6.7M
- PagSeguro Digital Ltd.PAGS410,493 shares · 0.1% of their software · price −$6.1M$7.9M−$1.0M
- PaylocityPCTY87,256 shares · 0.1% of their software · price −$2.8M$7.7M+$10.3M
- OneSpan Inc.OSPN407,902 shares · 0.1% of their software$7.4M+$4.1M
- The Trade DeskTTD37,532 shares · 0.1% of their software · price −$2.5M$7.2M−$14.8M
- WorkivaWK188,822 shares · 0.1% of their software · price −$1.8M$6.1M+$2.4M
- Sabre CorporationSABR962,913 shares · 0.1% of their software · price −$15.9M$5.7M+$2.6M
- QualysQLYS59,258 shares · 0.1% of their software$5.2M−$1.2M
- Rapid7RPD112,551 shares · 0.1% of their software · price −$1.4M$4.9M+$1.2M
- ACI WorldwideACIW201,182 shares · 0.1% of their software · price −$2.8M$4.9M+$5.0M
- DynatraceDT184,087 shares · 0.1% of their software$4.4M−$1.2M
- LiveRamp Holdings, Inc.RAMP132,463 shares · 0.1% of their software · price −$2.0M$4.4M−$1.7M
- HubSpotHUBS32,611 shares · 0.1% of their software · price −$825K$4.3M−$866K
- ePlus inc.PLUS59,829 shares · 0.0% of their software · price −$1.3M$3.7M+$804K
- A10 Networks, Inc.ATEN598,954 shares · 0.0% of their software$3.7MFlat
- BoxBOX261,212 shares · 0.0% of their software · price −$716K$3.7M−$5.5M
- 8x8EGHT259,675 shares · 0.0% of their software$3.6M—
- WEX Inc.WEX31,687 shares · 0.0% of their software · price −$3.3M$3.3M−$1.9M
- Fair IsaacFICO8,039 shares · 0.0% of their software · price −$539K$2.5M−$1.5M
- TeradataTDC113,735 shares · 0.0% of their software · price −$714K$2.3MFlat
- TenableTENB101,031 shares · 0.0% of their software$2.2M−$3.4M
- Manhattan AssociatesMANH41,784 shares · 0.0% of their software · price −$1.3M$2.1M−$1.6M
- MorningstarMORN17,373 shares · 0.0% of their software · price −$609K$2.0M−$756K
- NetScout Systems, Inc.NTCT80,400 shares · 0.0% of their software$1.9M+$1.3M
- DatadogDDOG51,481 shares · 0.0% of their software$1.9M+$1.7M
- Upbound Group, Inc.UPBD129,350 shares · 0.0% of their software · price −$1.9M$1.8M+$3.0M
- BlackBerry LimitedBB438,477 shares · 0.0% of their software · price −$1.0M$1.8MFlat
- BlackbaudBLKB29,001 shares · 0.0% of their software · price −$697K$1.6M−$1.7M
- Strategy IncMSTR12,734 shares · 0.0% of their software$1.5M−$4.8M
- SchrödingerSDGR29,805 shares · 0.0% of their software$1.3MNew · +$1.3M
- Q2QTWO20,238 shares · 0.0% of their software$1.2M−$1.6M
- ProgressPRGS36,197 shares · 0.0% of their software$1.2M−$4.8M
- PhreesiaPHR53,121 shares · 0.0% of their software$1.1M+$1.3M
- Bandwidth Inc.BAND13,947 shares · 0.0% of their software$938KFlat
- AppFolioAPPF8,306 shares · 0.0% of their software$921KFlat
- Mitek Systems, Inc.MITK79,883 shares · 0.0% of their software$630KFlat
- Alarm.com Holdings, Inc.ALRM15,968 shares · 0.0% of their software$621K−$2.0M
- AppianAPPN13,134 shares · 0.0% of their software$528K−$1.5M
- CrowdStrikeCRWD8,629 shares · 0.0% of their software$480KNew · Flat
- International Money Express, Inc.IMXI46,375 shares · 0.0% of their software$424KFlat
- i3 Verticals, Inc.IIIV21,320 shares · 0.0% of their software$407KFlat
- Lyft, Inc.LYFT14,832 shares · 0.0% of their software$398KFlat
- YextYEXT34,757 shares · 0.0% of their software$355K−$825K
- StoneCo Ltd.STNE16,128 shares · 0.0% of their software$351KFlat
- DescartesDSGX10,088 shares · 0.0% of their software$348KFlat
- BILLBILL5,567 shares · 0.0% of their software$191KFlat
- PDF Solutions, Inc.PDFS16,261 shares · 0.0% of their software$190K−$958K
- Health CatalystHCAT6,606 shares · 0.0% of their software$173KFlat
- Tucows Inc.TCX3,281 shares · 0.0% of their software$158KFlat
- Simulations PlusSLP4,147 shares · 0.0% of their software$145KFlat
- Digital TurbineAPPS33,139 shares · 0.0% of their software$143KFlat
- Repay Holdings CorporationRPAY8,900 shares · 0.0% of their software$128KFlat
- Ooma, Inc.OOMA10,127 shares · 0.0% of their software$121KFlat
- Calix, Inc.CALX15,267 shares · 0.0% of their software$109KFlat
- Cerence Inc.CRNC7,097 shares · 0.0% of their software$107KFlat
- Immersion CorporationIMMR19,910 shares · 0.0% of their software$107KFlat
- Daily Journal CorporationDJCO356 shares · 0.0% of their software$81KFlat
- SoundThinking, Inc.SSTI2,769 shares · 0.0% of their software$76KFlat
- DomoDOMO7,127 shares · 0.0% of their software$71K—
- Ribbon Communications Inc.RBBN18,679 shares · 0.0% of their software$57KFlat
- Paysign, Inc.PAYS10,473 shares · 0.0% of their software$54KFlat
- PAR Technology CorporationPAR4,115 shares · 0.0% of their software$53KFlat
- Donnelley Financial Solutions, Inc.DFIN9,761 shares · 0.0% of their software$51KFlat
- eGain CorporationEGAN6,939 shares · 0.0% of their software$50KFlat
- Sprout SocialSPT3,021 shares · 0.0% of their software$48KNew · Flat
- PagerDutyPD2,366 shares · 0.0% of their software$41KFlat
- DHI Group, Inc.DHX15,945 shares · 0.0% of their software$34KFlat
- Rimini Street, Inc.RMNI6,838 shares · 0.0% of their software$28KFlat
- Priority Technology Holdings, Inc.PRTH2,043 shares · 0.0% of their software$4KFlat
- Xunlei LimitedXNET1,091 shares · 0.0% of their software$4KFlat
- Allot Ltd.ALLT91 shares · 0.0% of their software$1KFlat