Generalist · Frankfurt Am Main, Germany
Deutsche Bank
Q4 2020 · compared with Q3 2020
Filed as Deutsche Bank AG
- Software
- $14.2B
- Weight of 13F
- 8.8%
- Names
- 157
- Net bought
- −$120M
Filed 16 February 2021 · SEC filing.
Call exposure on these names is $331K across 10 lines. Calls are not in the stock total.
4,113 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
- MicrosoftMSFT27,615,833 shares · 43.1% of their software · price +$334M$6.1BFlat
- AdobeADBE1,999,872 shares · 7.0% of their software · price +$19.4M$1.0B+$53.9M
- SalesforceCRM2,670,659 shares · 4.2% of their software · price −$76.9M$594M+$31.0M
- Automatic Data Processing, Inc.ADP2,679,864 shares · 3.3% of their software · price +$98.4M$472MFlat
- OracleORCL5,510,408 shares · 2.5% of their software · price +$27.5M$356M−$18.0M
- IntuitINTU829,403 shares · 2.2% of their software · price +$44.5M$315M+$22.6M
- ServiceNowNOW475,705 shares · 1.8% of their software · price +$31.1M$262MFlat
- Fiserv, Inc.FISV2,230,028 shares · 1.8% of their software · price +$24.1M$254M−$30.2M
- AutodeskADSK802,330 shares · 1.7% of their software · price +$59.6M$245M+$11.2M
- Block, Inc.XYZ1,006,528 shares · 1.5% of their software · price +$55.4M$219M−$3.7M
- SynopsysSNPS773,774 shares · 1.4% of their software · price +$35.0M$201MFlat
- Amdocs LimitedDOX2,680,231 shares · 1.3% of their software · price +$36.2M$190M+$20.1M
- CrowdStrikeCRWD877,916 shares · 1.3% of their software · price +$65.4M$186M+$34.4M
- Check PointCHKP1,359,340 shares · 1.3% of their software · price +$17.1M$181M−$54.9M
- TwilioTWLO522,906 shares · 1.2% of their software · price +$47.8M$177M−$10.0M
- Roper Technologies, Inc.ROP376,899 shares · 1.1% of their software · price +$13.6M$162M+$10.7M
- ShopifySHOP130,356 shares · 1.0% of their software · price +$14.2M$148M−$5.6M
- CadenceCDNS1,032,799 shares · 1.0% of their software · price +$30.8M$141M+$2.5M
- VeriskVRSK669,493 shares · 1.0% of their software · price +$14.9M$139M+$9.2M
- WorkdayWDAY577,739 shares · 1.0% of their software · price +$14.1M$138M−$7.0M
- RingCentralRNG337,780 shares · 0.9% of their software · price +$35.3M$128M+$13.9M
- ElasticESTC866,727 shares · 0.9% of their software · price +$33.1M$127M+$56.8M
- ZscalerZS621,433 shares · 0.9% of their software · price +$36.7M$124M+$2.8M
- Uber Technologies, Inc.UBER2,275,781 shares · 0.8% of their software · price +$33.0M$116M+$40.4M
- DocuSignDOCU456,942 shares · 0.7% of their software · price +$3.2M$102M−$3.0M
- Palo Alto NetworksPANW264,667 shares · 0.7% of their software · price +$29.3M$94.1M−$3.9M
- ZoomZM239,349 shares · 0.6% of their software · price −$31.8M$80.7M−$296M
- DropboxDBX3,596,004 shares · 0.6% of their software · price +$10.5M$79.8M−$3.0M
- Paychex, Inc.PAYX819,153 shares · 0.5% of their software · price +$11.0M$76.3M−$13.7M
- CloudflareNET1,002,654 shares · 0.5% of their software · price +$35.0M$76.2M+$4.9M
- The Trade DeskTTD92,401 shares · 0.5% of their software · price +$26.1M$74.0M+$5.1M
- FortinetFTNT479,140 shares · 0.5% of their software · price +$14.7M$71.2M−$67.5M
- VeevaVEEV259,784 shares · 0.5% of their software · price −$2.3M$70.7M+$8.6M
- PagSeguro Digital Ltd.PAGS1,105,581 shares · 0.4% of their software · price +$21.2M$62.9M+$24.6M
- DynatraceDT1,376,597 shares · 0.4% of their software · price +$3.1M$59.6M+$11.9M
- DatadogDDOG578,265 shares · 0.4% of their software · price −$2.2M$56.9M−$13.1M
- NetApp, Inc.NTAP821,166 shares · 0.4% of their software · price +$18.4M$54.4M−$6.2M
- VaronisVRNS315,083 shares · 0.4% of their software · price +$15.2M$51.6MFlat
- PegasystemsPEGA386,630 shares · 0.4% of their software · price +$4.7M$51.5MFlat
- AkamaiAKAM460,480 shares · 0.3% of their software · price −$2.6M$48.3M+$784K
- Rapid7RPD505,447 shares · 0.3% of their software · price +$14.6M$45.6M+$4.3M
- BroadridgeBR294,591 shares · 0.3% of their software · price +$6.2M$45.1M+$1.4M
- TrimbleTRMB664,321 shares · 0.3% of their software · price +$12.0M$44.4M+$3.6M
- Lyft, Inc.LYFT888,025 shares · 0.3% of their software · price +$19.2M$43.6M+$18.4M
- VeriSign, Inc.VRSN198,176 shares · 0.3% of their software · price +$2.3M$42.9M+$2.7M
- Tyler TechnologiesTYL97,878 shares · 0.3% of their software · price +$8.6M$42.7M+$8.5M
- SnowflakeSNOW145,565 shares · 0.3% of their software · price +$4.4M$41.0M+$29.3M
- CoStarCSGP40,904 shares · 0.3% of their software · price +$3.1M$37.8M−$16.2M
- OktaOKTA141,838 shares · 0.3% of their software · price +$5.7M$36.1M+$2.8M
- PTCPTC297,759 shares · 0.3% of their software · price +$11.0M$35.6M+$1.2M
- PaycomPAYC72,000 shares · 0.2% of their software · price +$10.1M$32.6M−$3.8M
- GoDaddyGDDY391,920 shares · 0.2% of their software · price +$2.7M$32.5M+$3.3M
- F5, Inc.FFIV182,955 shares · 0.2% of their software · price +$9.7M$32.2M−$4.0M
- Repay Holdings CorporationRPAY1,134,100 shares · 0.2% of their software · price +$4.3M$30.9M+$1.9M
- Gen DigitalGEN1,416,779 shares · 0.2% of their software$29.4M+$10.0M
- MongoDBMDB73,669 shares · 0.2% of their software · price +$9.4M$26.5M+$3.2M
- HubSpotHUBS66,561 shares · 0.2% of their software · price +$6.9M$26.4M+$7.2M
- SS&CSSNC353,352 shares · 0.2% of their software · price +$4.3M$25.7M+$2.1M
- Five9FIVN127,035 shares · 0.2% of their software · price +$5.7M$22.2M−$1.5M
- InterDigital, Inc.IDCC358,565 shares · 0.2% of their software · price +$1.3M$21.8M+$525K
- Agilysys, Inc.AGYS513,690 shares · 0.1% of their software · price +$7.3M$19.7M−$514K
- FactSetFDS57,312 shares · 0.1% of their software$19.1M+$1.4M
- Fair IsaacFICO33,189 shares · 0.1% of their software · price +$2.8M$17.0M+$1.7M
- WixWIX67,420 shares · 0.1% of their software$16.9M+$4.6M
- NutanixNTNX503,894 shares · 0.1% of their software · price +$4.9M$16.1M+$2.3M
- OpenTextOTEX345,678 shares · 0.1% of their software · price +$1.1M$15.7M−$1.4M
- 8x8EGHT454,183 shares · 0.1% of their software$15.7MFlat
- GuidewireGWRE117,268 shares · 0.1% of their software · price +$2.9M$15.1M+$1.3M
- Radware Ltd.RDWR516,636 shares · 0.1% of their software · price +$1.8M$14.3M+$1.3M
- Rackspace Technology, Inc.RXT668,910 shares · 0.1% of their software$12.7M+$4.2M
- Health CatalystHCAT292,389 shares · 0.1% of their software · price +$2.0M$12.7M−$3.1M
- Calix, Inc.CALX377,341 shares · 0.1% of their software · price +$4.5M$11.2M+$3.2M
- TenableTENB208,785 shares · 0.1% of their software · price +$3.0M$10.9M−$816K
- AppianAPPN58,247 shares · 0.1% of their software · price +$5.7M$9.4M+$1.9M
- WorkivaWK101,637 shares · 0.1% of their software · price +$3.6M$9.3MFlat
- NICENICE31,777 shares · 0.1% of their software · price +$1.8M$9.0M−$6.6M
- SchrödingerSDGR110,205 shares · 0.1% of their software · price +$3.5M$8.7M+$2.6M
- Strategy IncMSTR21,832 shares · 0.1% of their software · price +$5.2M$8.5M+$1.5M
- SPS CommerceSPSC76,025 shares · 0.1% of their software · price +$2.3M$8.3M−$610K
- EVERTEC, Inc.EVTC206,292 shares · 0.1% of their software · price +$951K$8.1M+$1.5M
- MagniteMGNI226,906 shares · 0.0% of their software · price +$5.4M$7.0M+$913K
- Q2QTWO52,863 shares · 0.0% of their software · price +$1.9M$6.7M+$1.5M
- CommvaultCVLT114,288 shares · 0.0% of their software · price +$1.7M$6.3M−$8.9M
- Bandwidth Inc.BAND39,004 shares · 0.0% of their software · price −$815K$6.0M+$3.5M
- StoneCo Ltd.STNE71,091 shares · 0.0% of their software · price +$2.2M$6.0M−$9.8M
- BlackLineBL41,796 shares · 0.0% of their software · price +$1.8M$5.6MFlat
- Sprout SocialSPT117,747 shares · 0.0% of their software · price +$814K$5.3M+$3.9M
- Sabre CorporationSABR438,926 shares · 0.0% of their software · price +$2.4M$5.3M−$1.4M
- WEX Inc.WEX25,139 shares · 0.0% of their software · price +$1.6M$5.1M−$1.4M
- PaylocityPCTY24,722 shares · 0.0% of their software · price +$1.1M$5.1M+$3.4M
- Digital TurbineAPPS85,342 shares · 0.0% of their software · price +$2.0M$4.8MSplit
- QualysQLYS38,701 shares · 0.0% of their software · price +$923K$4.7M+$815K
- BlackBerry LimitedBB701,315 shares · 0.0% of their software · price +$1.4M$4.7MFlat
- Kingsoft Cloud Holdings LimitedKC96,630 shares · 0.0% of their software · price +$1.4M$4.2M+$2.6M
- OneSpan Inc.OSPN199,527 shares · 0.0% of their software$4.1MFlat
- International Money Express, Inc.IMXI265,645 shares · 0.0% of their software$4.1M−$3.2M
- Alarm.com Holdings, Inc.ALRM38,106 shares · 0.0% of their software · price +$1.8M$3.9MFlat
- BILLBILL28,414 shares · 0.0% of their software · price +$1.0M$3.9M+$724K
- ACI WorldwideACIW98,659 shares · 0.0% of their software · price +$1.2M$3.8M+$694K
- LiveRamp Holdings, Inc.RAMP51,602 shares · 0.0% of their software · price +$1.1M$3.8M−$2.1M
- AppFolioAPPF20,090 shares · 0.0% of their software · price +$768K$3.6M+$1.5M
- PhreesiaPHR64,028 shares · 0.0% of their software · price +$1.4M$3.5M−$2.9M
- MorningstarMORN13,017 shares · 0.0% of their software · price +$924K$3.0MFlat
- Cerence Inc.CRNC29,940 shares · 0.0% of their software · price +$1.5M$3.0MFlat
- BoxBOX166,094 shares · 0.0% of their software$3.0M+$654K
- Manhattan AssociatesMANH27,021 shares · 0.0% of their software$2.8MFlat
- ProgressPRGS62,846 shares · 0.0% of their software · price +$535K$2.8MFlat
- BlackbaudBLKB43,912 shares · 0.0% of their software$2.5M+$502K
- FastlyFSLY23,446 shares · 0.0% of their software$2.0M−$16.1M
- Upbound Group, Inc.UPBD45,412 shares · 0.0% of their software$1.7M−$945K
- Euronet Worldwide, Inc.EEFT11,859 shares · 0.0% of their software · price +$638K$1.7M−$766K
- YextYEXT100,299 shares · 0.0% of their software$1.6MFlat
- NetScout Systems, Inc.NTCT52,187 shares · 0.0% of their software$1.4MFlat
- TeradataTDC62,771 shares · 0.0% of their software$1.4MFlat
- PagerDutyPD33,486 shares · 0.0% of their software$1.4M−$646K
- DomoDOMO21,394 shares · 0.0% of their software$1.4M—
- VertexVERX36,357 shares · 0.0% of their software$1.3MFlat
- Endava plcDAVA16,008 shares · 0.0% of their software$1.2M+$663K
- Donnelley Financial Solutions, Inc.DFIN64,576 shares · 0.0% of their software$1.1MFlat
- PAR Technology CorporationPAR17,163 shares · 0.0% of their software$1.1MFlat
- Mitek Systems, Inc.MITK60,385 shares · 0.0% of their software$1.1MFlat
- A10 Networks, Inc.ATEN103,545 shares · 0.0% of their software$1.0MFlat
- ePlus inc.PLUS10,750 shares · 0.0% of their software$946KFlat
- CertaraCERT27,408 shares · 0.0% of their software$924KNew · +$924K
- PubMaticPUBM32,263 shares · 0.0% of their software$902KNew · +$902K
- Simulations PlusSLP12,431 shares · 0.0% of their software$894KFlat
- Yalla Group LimitedYALA57,874 shares · 0.0% of their software$829KNew · Flat
- Shift4 Payments, Inc.FOUR9,884 shares · 0.0% of their software$745KNew · Flat
- DescartesDSGX11,925 shares · 0.0% of their software$697K−$1.1M
- Immersion CorporationIMMR59,985 shares · 0.0% of their software$678KFlat
- PDF Solutions, Inc.PDFS30,704 shares · 0.0% of their software$663KFlat
- Veritone, Inc.VERI22,867 shares · 0.0% of their software$651KFlat
- i3 Verticals, Inc.IIIV19,237 shares · 0.0% of their software$639KFlat
- JFrogFROG9,323 shares · 0.0% of their software$586K+$640K
- Tucows Inc.TCX7,815 shares · 0.0% of their software$577KFlat
- DoceboDCBO8,000 shares · 0.0% of their software$521KNew · +$521K
- Ooma, Inc.OOMA31,026 shares · 0.0% of their software$446KFlat
- PalantirPLTR16,964 shares · 0.0% of their software$400KFlat
- Daily Journal CorporationDJCO839 shares · 0.0% of their software$339KFlat
- Ribbon Communications Inc.RBBN47,820 shares · 0.0% of their software$314KFlat
- SoundThinking, Inc.SSTI6,178 shares · 0.0% of their software$233KFlat
- eGain CorporationEGAN15,511 shares · 0.0% of their software$183KFlat
- Paysign, Inc.PAYS39,625 shares · 0.0% of their software$183KFlat
- ZoomInfoZI3,535 shares · 0.0% of their software$170K—
- Intellicheck, Inc.IDN13,639 shares · 0.0% of their software$156KFlat
- PowerFleet, Inc.AIOT20,239 shares · 0.0% of their software$150KFlat
- Commerce.com, Inc.CMRC2,218 shares · 0.0% of their software$142KFlat
- Red Violet, Inc.RDVT5,200 shares · 0.0% of their software$136KFlat
- DHI Group, Inc.DHX34,795 shares · 0.0% of their software$77KFlat
- Rimini Street, Inc.RMNI16,551 shares · 0.0% of their software$73KFlat
- Asure Software, Inc.ASUR9,543 shares · 0.0% of their software$68KFlat
- UnityU414 shares · 0.0% of their software$63KFlat
- AsanaASAN1,769 shares · 0.0% of their software$52KNew · Flat
- ReposiTrak, Inc.TRAK8,761 shares · 0.0% of their software$42KFlat
- Priority Technology Holdings, Inc.PRTH5,602 shares · 0.0% of their software$39KFlat
- Lesaka Technologies, Inc.LSAK6,829 shares · 0.0% of their software$34KNew · Flat
- C3.aiAI119 shares · 0.0% of their software$17KNew · Flat