Generalist · Frankfurt Am Main, Germany
Deutsche Bank
Q1 2023 · compared with Q4 2022
Filed as Deutsche Bank AG
- Software
- $16.8B
- Weight of 13F
- 9.4%
- Names
- 200
- Net bought
- +$848M
Filed 15 May 2023 · SEC filing.
Call exposure on these names is $173K across 8 lines. Calls are not in the stock total.
3,719 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
- MicrosoftMSFT30,515,036 shares · 52.4% of their software · price +$1.5B$8.8B+$580M
- AdobeADBE2,822,676 shares · 6.5% of their software · price +$138M$1.1B+$113M
- SalesforceCRM3,800,216 shares · 4.5% of their software · price +$255M$759M−$48.7M
- Automatic Data Processing, Inc.ADP2,147,058 shares · 2.8% of their software · price −$34.8M$478M+$58.4M
- OracleORCL4,313,147 shares · 2.4% of their software · price +$48.2M$401M+$17.2M
- IntuitINTU853,517 shares · 2.3% of their software · price +$48.3M$381M−$84.9M
- ServiceNowNOW744,764 shares · 2.1% of their software · price +$56.9M$346M+$50.1M
- SynopsysSNPS773,938 shares · 1.8% of their software · price +$51.8M$299MFlat
- CadenceCDNS1,362,517 shares · 1.7% of their software · price +$67.4M$286M+$16.1M
- Check PointCHKP1,483,131 shares · 1.1% of their software · price +$5.7M$193M+$19.6M
- VeriskVRSK856,541 shares · 1.0% of their software · price +$13.2M$164M−$3.8M
- Roper Technologies, Inc.ROP351,028 shares · 0.9% of their software · price +$3.0M$155M+$5.9M
- Paychex, Inc.PAYX1,298,164 shares · 0.9% of their software · price −$1.3M$149M+$36.5M
- AutodeskADSK714,008 shares · 0.9% of their software · price +$15.2M$149M+$22.3M
- FortinetFTNT2,163,244 shares · 0.9% of their software · price +$38.0M$144M+$26.8M
- Palo Alto NetworksPANW672,754 shares · 0.8% of their software · price +$40.5M$134M−$39.3M
- AkamaiAKAM1,625,746 shares · 0.8% of their software · price −$9.8M$127M+$90.0M
- Uber Technologies, Inc.UBER3,895,369 shares · 0.7% of their software · price +$27.2M$123M+$4.8M
- Fiserv, Inc.FISV1,089,522 shares · 0.7% of their software · price +$13.0M$123MFlat
- DatadogDDOG1,666,182 shares · 0.7% of their software · price −$1.4M$121M+$26.9M
- ElasticESTC1,721,367 shares · 0.6% of their software · price +$11.0M$99.7M−$29.2M
- DropboxDBX4,364,899 shares · 0.6% of their software · price −$3.3M$94.4M−$11.9M
- ZscalerZS720,225 shares · 0.5% of their software · price +$3.6M$84.1M−$46.7M
- CloudflareNET1,335,824 shares · 0.5% of their software · price +$22.0M$82.4M+$6.8M
- VeriSign, Inc.VRSN372,815 shares · 0.5% of their software · price +$2.2M$78.8M+$28.2M
- ShopifySHOP1,495,706 shares · 0.4% of their software · price +$19.8M$71.7M−$6.0M
- CrowdStrikeCRWD456,063 shares · 0.4% of their software · price +$14.6M$62.6M+$20.3M
- NetApp, Inc.NTAP975,987 shares · 0.4% of their software · price +$3.7M$62.3M+$1.7M
- WorkdayWDAY281,540 shares · 0.3% of their software · price +$11.0M$58.1M−$40.2M
- FactSetFDS133,914 shares · 0.3% of their software · price +$1.9M$55.6M−$4.4M
- PTCPTC411,184 shares · 0.3% of their software · price +$3.4M$52.7M+$8.8M
- AtlassianTEAM294,388 shares · 0.3% of their software · price +$12.5M$50.4M−$2.1M
- VeevaVEEV265,087 shares · 0.3% of their software · price +$5.9M$48.7M−$1.5M
- TrimbleTRMB922,764 shares · 0.3% of their software · price +$1.7M$48.4M−$3.3M
- F5, Inc.FFIV331,176 shares · 0.3% of their software · price +$722K$48.2M+$20.4M
- HubSpotHUBS109,274 shares · 0.3% of their software · price +$15.3M$46.9MFlat
- PaycomPAYC152,323 shares · 0.3% of their software · price −$960K$46.3M−$14.8M
- Five9FIVN619,498 shares · 0.3% of their software · price +$2.7M$44.8M+$13.4M
- Block, Inc.XYZ640,195 shares · 0.3% of their software · price +$3.7M$43.9M+$4.6M
- Rapid7RPD954,667 shares · 0.3% of their software · price +$11.4M$43.8M+$7.3M
- TwilioTWLO628,455 shares · 0.2% of their software · price +$11.1M$41.9M−$13.0M
- ZoomZM559,180 shares · 0.2% of their software · price +$3.4M$41.3M−$3.9M
- DynatraceDT923,470 shares · 0.2% of their software · price +$3.7M$39.1M+$3.3M
- CoStarCSGP565,706 shares · 0.2% of their software · price −$4.8M$38.9M+$2.6M
- SnowflakeSNOW251,281 shares · 0.2% of their software · price +$2.7M$38.8M+$669K
- BoxBOX1,447,015 shares · 0.2% of their software · price −$6.3M$38.8M+$10.8M
- BroadridgeBR257,307 shares · 0.2% of their software · price +$3.2M$37.7M−$584K
- Amdocs LimitedDOX368,567 shares · 0.2% of their software · price +$1.9M$35.4M−$14.2M
- The Trade DeskTTD571,520 shares · 0.2% of their software · price +$9.2M$34.8M−$5.9M
- Gen DigitalGEN1,986,497 shares · 0.2% of their software · price −$8.5M$34.1M+$7.5M
- WorkivaWK319,491 shares · 0.2% of their software · price +$5.9M$32.7M+$12.5M
- Tyler TechnologiesTYL92,247 shares · 0.2% of their software · price +$3.0M$32.7M+$931K
- Fair IsaacFICO43,621 shares · 0.2% of their software · price +$4.5M$30.7M+$7.6M
- BrazeBRZE852,010 shares · 0.2% of their software · price +$6.2M$29.5M+$23.1M
- TenableTENB524,622 shares · 0.1% of their software · price +$4.9M$24.9M−$1.4M
- SS&CSSNC431,585 shares · 0.1% of their software · price +$1.9M$24.4M−$11.5M
- VaronisVRNS915,316 shares · 0.1% of their software · price +$1.9M$23.8M+$1.8M
- GoDaddyGDDY291,580 shares · 0.1% of their software · price +$846K$22.7MFlat
- ProgressPRGS381,357 shares · 0.1% of their software · price +$2.7M$21.9M+$3.7M
- PaylocityPCTY110,166 shares · 0.1% of their software$21.9M+$2.5M
- DoximityDOCS609,083 shares · 0.1% of their software · price −$719K$19.7M+$20.3M
- MongoDBMDB79,883 shares · 0.1% of their software · price +$2.9M$18.6M−$41.6M
- Sabre CorporationSABR4,240,732 shares · 0.1% of their software · price −$8.0M$18.2M+$25.3M
- RingCentralRNG584,446 shares · 0.1% of their software · price −$2.8M$17.9M−$8.0M
- Agilysys, Inc.AGYS215,998 shares · 0.1% of their software · price +$728K$17.8M−$566K
- OpenTextOTEX445,816 shares · 0.1% of their software · price +$4.0M$17.2MFlat
- DocuSignDOCU291,016 shares · 0.1% of their software · price +$838K$17.0M+$4.9M
- BILLBILL202,661 shares · 0.1% of their software · price −$5.6M$16.4M−$8.8M
- PalantirPLTR1,910,898 shares · 0.1% of their software · price +$3.9M$16.1M+$1.3M
- InterDigital, Inc.IDCC219,998 shares · 0.1% of their software · price +$5.2M$16.0M+$7.2M
- OktaOKTA183,077 shares · 0.1% of their software · price +$3.3M$15.8M+$597K
- ZoomInfoZI614,070 shares · 0.1% of their software$15.2M—
- UiPathPATH750,251 shares · 0.1% of their software · price +$3.6M$13.2M+$7.9M
- NICENICE57,059 shares · 0.1% of their software · price +$2.1M$13.1MFlat
- Payoneer Global Inc.PAYO1,986,911 shares · 0.1% of their software · price +$1.6M$12.5M−$6.8M
- Calix, Inc.CALX205,727 shares · 0.1% of their software · price −$3.1M$11.0M+$775K
- DescartesDSGX135,052 shares · 0.1% of their software · price +$1.5M$10.9M+$516K
- Manhattan AssociatesMANH64,921 shares · 0.1% of their software · price +$2.2M$10.1MFlat
- Bentley SystemsBSY222,948 shares · 0.1% of their software · price +$1.3M$9.6MFlat
- UnityU295,165 shares · 0.1% of their software · price +$1.1M$9.6M+$825K
- EVERTEC, Inc.EVTC264,953 shares · 0.1% of their software$8.9MFlat
- PegasystemsPEGA184,127 shares · 0.1% of their software · price +$2.6M$8.9M+$2.6M
- DuolingoDUOL55,469 shares · 0.0% of their software · price +$4.0M$7.9M+$1.7M
- SPS CommerceSPSC51,205 shares · 0.0% of their software · price +$1.2M$7.8M+$919K
- CommvaultCVLT125,219 shares · 0.0% of their software · price −$764K$7.1M+$635K
- SprinklrCXM529,660 shares · 0.0% of their software · price +$2.5M$6.9M+$4.3M
- FlywireFLYW211,050 shares · 0.0% of their software · price +$1.0M$6.2M+$4.4M
- Grab Holdings LimitedGRAB2,011,345 shares · 0.0% of their software$6.1MFlat
- SchrödingerSDGR219,976 shares · 0.0% of their software · price +$1.7M$5.8MFlat
- Repay Holdings CorporationRPAY820,159 shares · 0.0% of their software · price −$1.2M$5.4MFlat
- WixWIX52,476 shares · 0.0% of their software · price +$1.2M$5.2M−$537K
- FreshworksFRSH339,939 shares · 0.0% of their software$5.2MFlat
- ToastTOST262,154 shares · 0.0% of their software$4.7M+$1.0M
- CourseraCOUR387,269 shares · 0.0% of their software$4.5M+$3.1M
- CertaraCERT171,643 shares · 0.0% of their software · price +$1.4M$4.1MFlat
- ACI WorldwideACIW151,724 shares · 0.0% of their software · price +$604K$4.1M+$506K
- WEX Inc.WEX22,236 shares · 0.0% of their software$4.1MFlat
- Cerence Inc.CRNC143,173 shares · 0.0% of their software · price +$1.4M$4.0M+$2.2M
- Lesaka Technologies, Inc.LSAK835,812 shares · 0.0% of their software$4.0M−$1.9M
- PagSeguro Digital Ltd.PAGS440,279 shares · 0.0% of their software$3.8M−$18.4M
- QualysQLYS27,871 shares · 0.0% of their software$3.6M+$848K
- Thryv Holdings, Inc.THRY151,416 shares · 0.0% of their software · price +$615K$3.5MFlat
- 8x8EGHT677,979 shares · 0.0% of their software$2.8M—
- PDF Solutions, Inc.PDFS64,156 shares · 0.0% of their software · price +$890K$2.7MFlat
- BlackLineBL39,721 shares · 0.0% of their software$2.7M+$690K
- SentinelOneS162,208 shares · 0.0% of their software$2.7M+$2.0M
- StoneCo Ltd.STNE276,013 shares · 0.0% of their software$2.6M+$705K
- Agora, Inc.API702,161 shares · 0.0% of their software$2.5MFlat
- Health CatalystHCAT217,571 shares · 0.0% of their software$2.5MFlat
- FastlyFSLY138,447 shares · 0.0% of their software · price +$1.3M$2.5M−$681K
- YextYEXT255,531 shares · 0.0% of their software · price +$787K$2.5MFlat
- N-ableNABL186,030 shares · 0.0% of their software · price +$543K$2.5MFlat
- Strategy IncMSTR8,199 shares · 0.0% of their software · price +$1.2M$2.4M+$501K
- NetScout Systems, Inc.NTCT80,279 shares · 0.0% of their software$2.3M+$610K
- Alight, Inc.ALIT248,479 shares · 0.0% of their software$2.3M+$755K
- BlackbaudBLKB32,695 shares · 0.0% of their software$2.3MFlat
- Sportradar Group AGSRAD192,427 shares · 0.0% of their software$2.2MFlat
- PagerDutyPD60,743 shares · 0.0% of their software · price +$511K$2.1MFlat
- Sprout SocialSPT34,856 shares · 0.0% of their software$2.1M+$552K
- MorningstarMORN10,100 shares · 0.0% of their software$2.1MFlat
- DigitalOceanDOCN51,758 shares · 0.0% of their software · price +$709K$2.0M−$540K
- AppFolioAPPF14,362 shares · 0.0% of their software$1.8MFlat
- AsanaASAN83,269 shares · 0.0% of their software · price +$613K$1.8M+$584K
- Alarm.com Holdings, Inc.ALRM34,763 shares · 0.0% of their software$1.7MFlat
- LiveRamp Holdings, Inc.RAMP77,960 shares · 0.0% of their software$1.7MFlat
- Clear Secure, Inc.YOU62,694 shares · 0.0% of their software$1.6MFlat
- C3.aiAI46,161 shares · 0.0% of their software · price +$1.0M$1.5MFlat
- NutanixNTNX56,305 shares · 0.0% of their software$1.5M+$1.2M
- Adeia Inc.ADEA163,623 shares · 0.0% of their software$1.4MFlat
- Commerce.com, Inc.CMRC157,375 shares · 0.0% of their software$1.4M−$736K
- MagniteMGNI151,659 shares · 0.0% of their software$1.4MFlat
- Consensus Cloud Solutions, Inc.CCSI40,765 shares · 0.0% of their software · price −$802K$1.4MFlat
- Lyft, Inc.LYFT147,749 shares · 0.0% of their software$1.4M−$5.9M
- TeradataTDC33,107 shares · 0.0% of their software$1.3M−$2.0M
- AppianAPPN27,944 shares · 0.0% of their software$1.2MFlat
- Remitly Global, Inc.RELY72,664 shares · 0.0% of their software$1.2MFlat
- DomoDOMO86,630 shares · 0.0% of their software$1.2M—
- PhreesiaPHR34,176 shares · 0.0% of their software$1.1MFlat
- Bandwidth Inc.BAND71,079 shares · 0.0% of their software · price −$551K$1.1M+$1.2M
- Shift4 Payments, Inc.FOUR13,651 shares · 0.0% of their software$1.0MFlat
- Q2QTWO39,190 shares · 0.0% of their software$965KFlat
- Upbound Group, Inc.UPBD39,310 shares · 0.0% of their software$963KFlat
- ePlus inc.PLUS18,948 shares · 0.0% of their software$929KFlat
- Digital TurbineAPPS74,431 shares · 0.0% of their software$920KFlat
- Zeta GlobalZETA78,819 shares · 0.0% of their software$854KFlat
- DoubleVerifyDV25,710 shares · 0.0% of their software$775KFlat
- A10 Networks, Inc.ATEN49,346 shares · 0.0% of their software$764K−$1.3M
- Donnelley Financial Solutions, Inc.DFIN16,913 shares · 0.0% of their software$691KFlat
- Full Truck Alliance Co. Ltd.YMM84,116 shares · 0.0% of their software$640KFlat
- PAR Technology CorporationPAR18,420 shares · 0.0% of their software$626KFlat
- Xperi Inc.XPER54,770 shares · 0.0% of their software$599KFlat
- BlackBerry LimitedBB120,654 shares · 0.0% of their software$550KFlat
- International Money Express, Inc.IMXI20,518 shares · 0.0% of their software$529KFlat
- Simulations PlusSLP11,682 shares · 0.0% of their software$513KFlat
- OneSpan Inc.OSPN28,469 shares · 0.0% of their software$498KSplit
- AmplitudeAMPL39,967 shares · 0.0% of their software$497KFlat
- EverCommerceEVCM45,828 shares · 0.0% of their software$485KFlat
- PubMaticPUBM32,276 shares · 0.0% of their software$446KFlat
- Intapp, Inc.INTA9,710 shares · 0.0% of their software$435KFlat
- i3 Verticals, Inc.IIIV16,996 shares · 0.0% of their software$417KFlat
- AvePointAVPT87,140 shares · 0.0% of their software$359KFlat
- Euronet Worldwide, Inc.EEFT2,998 shares · 0.0% of their software$335KFlat
- CS Disco, Inc.LAW48,945 shares · 0.0% of their software$325KFlat
- Ooma, Inc.OOMA25,170 shares · 0.0% of their software$315KFlat
- GuidewireGWRE3,781 shares · 0.0% of their software$310KFlat
- AlkamiALKT23,428 shares · 0.0% of their software$297KFlat
- SoundThinking, Inc.SSTI7,112 shares · 0.0% of their software$280KFlat
- VTEXVTEX70,280 shares · 0.0% of their software$270KFlat
- Mitek Systems, Inc.MITK27,696 shares · 0.0% of their software$266KFlat
- Blend Labs, Inc.BLND230,284 shares · 0.0% of their software$229KFlat
- Rimini Street, Inc.RMNI53,693 shares · 0.0% of their software$221KFlat
- Daily Journal CorporationDJCO727 shares · 0.0% of their software$207KFlat
- SmartRent, Inc.SMRT79,711 shares · 0.0% of their software$203KFlat
- Ribbon Communications Inc.RBBN58,698 shares · 0.0% of their software$201KFlat
- LightspeedLSPD12,494 shares · 0.0% of their software$190KFlat
- eGain CorporationEGAN23,742 shares · 0.0% of their software$180KFlat
- Tucows Inc.TCX8,703 shares · 0.0% of their software$169KFlat
- ProcorePCOR2,536 shares · 0.0% of their software$159K−$32.9M
- Veritone, Inc.VERI26,579 shares · 0.0% of their software$155KFlat
- AppLovinAPP9,744 shares · 0.0% of their software$153KFlat
- Nerdy Inc.NRDY35,876 shares · 0.0% of their software$150KFlat
- SAPSAP1,100 shares · 0.0% of their software$139KFlat
- nCinoNCNO5,396 shares · 0.0% of their software$134KFlat
- Radware Ltd.RDWR5,915 shares · 0.0% of their software$127KNew · Flat
- GitLabGTLB3,646 shares · 0.0% of their software$125KFlat
- Endava plcDAVA1,628 shares · 0.0% of their software$109KFlat
- Red Violet, Inc.RDVT6,193 shares · 0.0% of their software$109KFlat
- NextNav Inc.NN52,296 shares · 0.0% of their software$106KFlat
- DHI Group, Inc.DHX26,714 shares · 0.0% of their software$104KFlat
- SamsaraIOT5,023 shares · 0.0% of their software$99KFlat
- JFrogFROG4,933 shares · 0.0% of their software$97KFlat
- Telos CorporationTLS33,482 shares · 0.0% of their software$85KFlat
- Cognyte Software Ltd.CGNT23,197 shares · 0.0% of their software$79KFlat
- Rackspace Technology, Inc.RXT34,883 shares · 0.0% of their software$66KFlat
- Priority Technology Holdings, Inc.PRTH10,719 shares · 0.0% of their software$38KFlat
- Viant Technology Inc.DSP8,796 shares · 0.0% of their software$38KFlat
- Clearwater AnalyticsCWAN953 shares · 0.0% of their software$15KFlat
- CURRENC Group Inc.CURR988 shares · 0.0% of their software$10KNew
- Tuya Inc.TUYA965 shares · 0.0% of their software$2KFlat
- CCC Intelligent Solutions Holdings Inc.CCC166 shares · 0.0% of their software$1KFlat