Generalist · Frankfurt Am Main, Germany
Deutsche Bank
Q2 2020 · compared with Q1 2020
Filed as Deutsche Bank AG
- Software
- $11.2B
- Weight of 13F
- 8.6%
- Names
- 141
- Net bought
- +$150M
Filed 13 August 2020 · SEC filing.
Call exposure on these names is $135K across 6 lines. Calls are not in the stock total.
3,988 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
- MicrosoftMSFT26,496,803 shares · 48.1% of their software · price +$1.2B$5.4B+$291M
- AdobeADBE1,620,276 shares · 6.3% of their software · price +$190M$705M+$29.0M
- Automatic Data Processing, Inc.ADP2,766,970 shares · 3.7% of their software · price +$33.8M$412MFlat
- SalesforceCRM2,092,389 shares · 3.5% of their software · price +$90.7M$392M−$49.3M
- OracleORCL5,508,962 shares · 2.7% of their software · price +$38.2M$304M−$13.8M
- Fiserv, Inc.FISV2,618,820 shares · 2.3% of their software · price +$6.9M$256M+$17.8M
- IntuitINTU829,444 shares · 2.2% of their software · price +$54.9M$246M+$19.4M
- ZoomZM793,384 shares · 1.8% of their software · price +$85.2M$201M−$25.5M
- Check PointCHKP1,863,015 shares · 1.8% of their software · price +$12.8M$200M+$10.1M
- ServiceNowNOW438,674 shares · 1.6% of their software · price +$52.0M$178M−$78.6M
- SynopsysSNPS737,142 shares · 1.3% of their software · price +$48.8M$144M−$16.1M
- Roper Technologies, Inc.ROP362,455 shares · 1.3% of their software · price +$27.7M$141M−$19.1M
- Amdocs LimitedDOX2,115,582 shares · 1.1% of their software · price +$12.5M$129M+$14.2M
- AutodeskADSK536,133 shares · 1.1% of their software · price +$44.5M$128M−$19.4M
- WorkdayWDAY603,852 shares · 1.0% of their software · price +$34.5M$113M−$20.0M
- TwilioTWLO508,519 shares · 1.0% of their software · price +$66.1M$112M−$22.0M
- VeriskVRSK611,582 shares · 0.9% of their software · price +$18.8M$104M−$1.8M
- DocuSignDOCU546,095 shares · 0.8% of their software · price +$43.6M$94.0M+$7.7M
- FortinetFTNT667,903 shares · 0.8% of their software · price +$24.1M$91.7M−$39.4M
- ShopifySHOP90,196 shares · 0.8% of their software · price +$48.0M$85.6M+$7.9M
- CrowdStrikeCRWD815,509 shares · 0.7% of their software · price +$36.4M$81.8M+$44.9M
- SS&CSSNC1,365,242 shares · 0.7% of their software · price +$17.3M$77.1M+$49.9M
- Paychex, Inc.PAYX975,371 shares · 0.7% of their software · price +$12.5M$73.9M−$58.0M
- CadenceCDNS753,506 shares · 0.6% of their software · price +$22.5M$72.3M−$35.6M
- RingCentralRNG253,113 shares · 0.6% of their software · price +$18.5M$72.1M+$37.2M
- ElasticESTC772,482 shares · 0.6% of their software · price +$28.1M$71.2M−$17.2M
- VeevaVEEV269,642 shares · 0.6% of their software · price +$21.0M$63.2M+$13.6M
- CloudflareNET1,412,546 shares · 0.5% of their software · price +$17.6M$50.8MNew · +$33.2M
- Palo Alto NetworksPANW212,103 shares · 0.4% of their software · price +$13.9M$48.7M+$5.2M
- CoStarCSGP65,494 shares · 0.4% of their software · price +$8.1M$46.5M−$9.7M
- Block, Inc.XYZ437,686 shares · 0.4% of their software · price +$23.0M$45.9M−$11.4M
- F5, Inc.FFIV327,171 shares · 0.4% of their software · price +$10.7M$45.6M−$628K
- OktaOKTA204,242 shares · 0.4% of their software · price +$15.9M$40.9M+$10.9M
- The Trade DeskTTD100,132 shares · 0.4% of their software · price +$21.4M$40.7M+$12.1M
- DynatraceDT1,000,652 shares · 0.4% of their software · price +$16.8M$40.6M+$19.5M
- PegasystemsPEGA397,072 shares · 0.4% of their software · price +$11.9M$40.2M+$10.5M
- NetApp, Inc.NTAP892,470 shares · 0.4% of their software · price +$2.4M$39.6M+$19.2M
- VeriSign, Inc.VRSN185,101 shares · 0.3% of their software · price +$4.9M$38.3M−$6.8M
- DatadogDDOG397,953 shares · 0.3% of their software · price +$20.3M$34.6M+$12.5M
- BroadridgeBR268,165 shares · 0.3% of their software · price +$8.4M$33.8M−$5.9M
- AkamaiAKAM309,733 shares · 0.3% of their software · price +$4.8M$33.2M−$7.2M
- GoDaddyGDDY440,535 shares · 0.3% of their software · price +$7.1M$32.3M+$12.9M
- Uber Technologies, Inc.UBER979,876 shares · 0.3% of their software · price +$3.1M$30.5M+$14.1M
- DropboxDBX1,379,541 shares · 0.3% of their software · price +$5.1M$30.0M+$9.4M
- VaronisVRNS308,019 shares · 0.2% of their software · price +$7.6M$27.3M+$4.3M
- PTCPTC338,116 shares · 0.2% of their software · price +$5.6M$26.3M+$2.5M
- Tyler TechnologiesTYL71,865 shares · 0.2% of their software · price +$3.6M$24.9M+$5.5M
- PaycomPAYC79,913 shares · 0.2% of their software · price +$8.6M$24.8M+$1.5M
- TrimbleTRMB559,157 shares · 0.2% of their software · price +$6.4M$24.2M−$712K
- Rapid7RPD439,049 shares · 0.2% of their software · price +$3.4M$22.4M+$14.1M
- CommvaultCVLT553,953 shares · 0.2% of their software · price −$986K$21.4M+$1.8M
- Gen DigitalGEN970,451 shares · 0.2% of their software · price +$1.1M$19.2M−$15.3M
- InterDigital, Inc.IDCC308,792 shares · 0.2% of their software · price +$3.7M$17.5M+$3.0M
- ZscalerZS148,164 shares · 0.1% of their software · price +$7.2M$16.2MSplit
- Five9FIVN142,394 shares · 0.1% of their software · price +$4.9M$15.8M−$1.8M
- FactSetFDS47,542 shares · 0.1% of their software · price +$3.2M$15.6M−$1.4M
- GuidewireGWRE138,174 shares · 0.1% of their software · price +$4.4M$15.3M−$8.7M
- BILLBILL163,264 shares · 0.1% of their software · price +$9.1M$14.7M+$5.4M
- TenableTENB452,728 shares · 0.1% of their software · price +$3.6M$13.5M+$7.7M
- NICENICE71,290 shares · 0.1% of their software · price +$3.3M$13.5M−$6.5M
- MongoDBMDB58,299 shares · 0.1% of their software · price +$5.2M$13.2M−$1.1M
- Fair IsaacFICO31,547 shares · 0.1% of their software · price +$3.5M$13.2M+$7.2M
- OpenTextOTEX308,516 shares · 0.1% of their software · price +$2.3M$13.1M+$1.2M
- FastlyFSLY153,785 shares · 0.1% of their software · price +$10.2M$13.1M−$22.9M
- PagSeguro Digital Ltd.PAGS368,879 shares · 0.1% of their software · price +$5.9M$13.0M−$804K
- LiveRamp Holdings, Inc.RAMP261,265 shares · 0.1% of their software · price +$2.5M$11.1M+$4.2M
- Radware Ltd.RDWR463,672 shares · 0.1% of their software · price +$1.2M$10.9M−$15.0M
- Agilysys, Inc.AGYS596,340 shares · 0.1% of their software · price +$739K$10.7M−$1.4M
- Lyft, Inc.LYFT306,967 shares · 0.1% of their software · price +$1.9M$10.1M+$7.8M
- WixWIX37,559 shares · 0.1% of their software · price +$5.8M$9.6M−$27.5M
- NutanixNTNX395,175 shares · 0.1% of their software · price +$3.1M$9.4M−$12.3M
- Bandwidth Inc.BAND73,703 shares · 0.1% of their software · price +$4.4M$9.4M+$4.0M
- 8x8EGHT540,720 shares · 0.1% of their software$8.7M—
- SPS CommerceSPSC109,172 shares · 0.1% of their software · price +$3.1M$8.2M−$9.6M
- Health CatalystHCAT280,966 shares · 0.1% of their software · price +$849K$8.2M+$7.2M
- WEX Inc.WEX44,744 shares · 0.1% of their software · price +$2.7M$7.4M+$1.4M
- OneSpan Inc.OSPN247,207 shares · 0.1% of their software · price +$2.4M$6.9M−$2.9M
- Sabre CorporationSABR789,432 shares · 0.1% of their software · price +$1.7M$6.4M−$1.0M
- BlackLineBL74,259 shares · 0.1% of their software · price +$2.3M$6.2M−$16.5M
- StoneCo Ltd.STNE154,061 shares · 0.1% of their software · price +$2.6M$6.0M+$3.0M
- PhreesiaPHR193,007 shares · 0.0% of their software · price +$1.4M$5.5M+$2.9M
- Euronet Worldwide, Inc.EEFT53,235 shares · 0.0% of their software · price +$538K$5.1M−$8.4M
- EVERTEC, Inc.EVTC174,364 shares · 0.0% of their software · price +$936K$4.9M−$9.0M
- HubSpotHUBS19,739 shares · 0.0% of their software · price +$1.8M$4.4M−$1.7M
- WorkivaWK81,871 shares · 0.0% of their software · price +$1.7M$4.4M−$3.5M
- ePlus inc.PLUS61,769 shares · 0.0% of their software$4.4MFlat
- PaylocityPCTY29,752 shares · 0.0% of their software · price +$1.7M$4.3M−$5.1M
- BoxBOX203,251 shares · 0.0% of their software · price +$1.4M$4.2M−$814K
- Cerence Inc.CRNC81,779 shares · 0.0% of their software · price +$2.1M$3.3M+$1.2M
- Manhattan AssociatesMANH30,996 shares · 0.0% of their software · price +$1.4M$2.9M−$537K
- SchrödingerSDGR31,190 shares · 0.0% of their software · price +$1.5M$2.9MFlat
- Q2QTWO30,081 shares · 0.0% of their software · price +$804K$2.6M+$581K
- Alarm.com Holdings, Inc.ALRM39,352 shares · 0.0% of their software · price +$1.0M$2.6M+$910K
- BlackBerry LimitedBB500,368 shares · 0.0% of their software$2.4MFlat
- MorningstarMORN17,350 shares · 0.0% of their software$2.4MFlat
- QualysQLYS21,004 shares · 0.0% of their software$2.2M−$3.3M
- BlackbaudBLKB36,360 shares · 0.0% of their software$2.1MFlat
- Upbound Group, Inc.UPBD74,498 shares · 0.0% of their software · price +$1.0M$2.1M−$776K
- ACI WorldwideACIW69,864 shares · 0.0% of their software$1.9M−$3.2M
- NetScout Systems, Inc.NTCT69,669 shares · 0.0% of their software$1.8MFlat
- ProgressPRGS45,446 shares · 0.0% of their software$1.8MFlat
- Repay Holdings CorporationRPAY64,785 shares · 0.0% of their software · price +$666K$1.6M+$802K
- AppianAPPN30,419 shares · 0.0% of their software$1.6M+$695K
- AppFolioAPPF9,099 shares · 0.0% of their software$1.5MFlat
- Strategy IncMSTR12,201 shares · 0.0% of their software$1.4MFlat
- DescartesDSGX24,599 shares · 0.0% of their software$1.3MFlat
- ZoomInfoZI22,865 shares · 0.0% of their software$1.2MNew
- YextYEXT66,528 shares · 0.0% of their software$1.1MFlat
- Ooma, Inc.OOMA66,153 shares · 0.0% of their software$1.1M+$668K
- i3 Verticals, Inc.IIIV34,129 shares · 0.0% of their software$1.0MFlat
- TeradataTDC46,357 shares · 0.0% of their software$964K−$1.4M
- A10 Networks, Inc.ATEN137,170 shares · 0.0% of their software$934K−$2.9M
- Mitek Systems, Inc.MITK86,580 shares · 0.0% of their software$832KFlat
- Digital TurbineAPPS64,553 shares · 0.0% of their software · price +$533K$812KFlat
- DomoDOMO22,191 shares · 0.0% of their software$714K—
- International Money Express, Inc.IMXI46,804 shares · 0.0% of their software$583KFlat
- Donnelley Financial Solutions, Inc.DFIN57,922 shares · 0.0% of their software$486KFlat
- Calix, Inc.CALX29,125 shares · 0.0% of their software$434KFlat
- Simulations PlusSLP6,379 shares · 0.0% of their software$382KFlat
- PDF Solutions, Inc.PDFS14,565 shares · 0.0% of their software$285KFlat
- Tucows Inc.TCX4,756 shares · 0.0% of their software$273KFlat
- PAR Technology CorporationPAR8,148 shares · 0.0% of their software$243KFlat
- Veritone, Inc.VERI11,609 shares · 0.0% of their software$172KNew · Flat
- Paysign, Inc.PAYS15,738 shares · 0.0% of their software$153KFlat
- Daily Journal CorporationDJCO565 shares · 0.0% of their software$152KFlat
- Ribbon Communications Inc.RBBN31,375 shares · 0.0% of their software$123KFlat
- eGain CorporationEGAN10,187 shares · 0.0% of their software$114KFlat
- Sprout SocialSPT4,049 shares · 0.0% of their software$110KFlat
- PagerDutyPD3,660 shares · 0.0% of their software$104KFlat
- SoundThinking, Inc.SSTI3,926 shares · 0.0% of their software$99KFlat
- Intellicheck, Inc.IDN8,135 shares · 0.0% of their software$61KNew · Flat
- Red Violet, Inc.RDVT3,364 shares · 0.0% of their software$60KNew · Flat
- PowerFleet, Inc.AIOT12,588 shares · 0.0% of their software$58KNew · Flat
- Rimini Street, Inc.RMNI10,001 shares · 0.0% of their software$52KFlat
- Immersion CorporationIMMR8,168 shares · 0.0% of their software$51KFlat
- DHI Group, Inc.DHX22,665 shares · 0.0% of their software$48KFlat
- Asure Software, Inc.ASUR6,185 shares · 0.0% of their software$40KNew · Flat
- ReposiTrak, Inc.TRAK5,679 shares · 0.0% of their software$24KNew · Flat
- Priority Technology Holdings, Inc.PRTH3,513 shares · 0.0% of their software$9KFlat
- Allot Ltd.ALLT58 shares · 0.0% of their software$1KFlat
- Materialise NVMTLS34 shares · 0.0% of their software$1KNew · Flat