Q2 2025 |
83 |
$3.44B |
+$95.4M |
-$343M |
-$248M |
CYBR, VEEV, GWRE, DDOG, TYL
|
13F-HR |
8/13/2025, 04:50 PM |
Q1 2025 |
105 |
$3.32B |
+$151M |
-$517M |
-$366M |
CYBR, VEEV, TYL, GWRE, APPF
|
13F-HR |
5/15/2025, 11:51 AM |
Q4 2024 |
118 |
$4.32B |
+$152M |
-$867M |
-$715M |
CYBR, GKOS, DDOG, MANH, VCEL
|
13F-HR |
2/14/2025, 01:04 PM |
Q3 2024 |
133 |
$4.65B |
+$52.5M |
-$806M |
-$753M |
GWRE, MANH, TYL, GKOS, CYBR
|
13F-HR |
11/12/2024, 08:58 AM |
Q2 2024 |
130 |
$4.95B |
+$158M |
-$527M |
-$369M |
GWRE, MANH, DDOG, TYL, GKOS
|
13F-HR |
8/12/2024, 04:22 PM |
Q1 2024 |
133 |
$5.65B |
+$222M |
-$1.39B |
-$1.17B |
APPF, MANH, VEEV, DDOG, VCEL
|
13F-HR |
5/15/2024, 08:14 AM |
Q4 2023 |
128 |
$6.66B |
+$264M |
-$831M |
-$567M |
DDOG, SMAR, GWRE, VEEV, ANSS
|
13F-HR |
2/14/2024, 09:00 AM |
Q3 2023 |
130 |
$6.52B |
+$102M |
-$229M |
-$126M |
APPF, VEEV, MANH, ALRM, DDOG
|
13F-HR |
11/14/2023, 02:08 PM |
Q2 2023 |
130 |
$7.05B |
+$236M |
-$497M |
-$261M |
MANH, APPF, DDOG, ANSS, TYL
|
13F-HR |
8/14/2023, 04:43 PM |
Q1 2023 |
124 |
$6.69B |
+$413M |
-$260M |
+$153M |
ANSS, APPF, MANH, VEEV, PAYC
|
13F-HR |
5/15/2023, 09:00 AM |
Q4 2022 |
128 |
$6.05B |
+$571M |
-$794M |
-$223M |
PAYC, MANH, APPF, CGNX, TYL
|
13F-HR |
2/14/2023, 08:00 AM |
Q3 2022 |
124 |
$7.13B |
+$277M |
-$349M |
-$72.6M |
MANH, PAYC, TYL, ALRM, APPF
|
13F-HR |
11/14/2022, 08:00 AM |
Q2 2022 |
124 |
$7.47B |
+$577M |
-$260M |
+$317M |
MANH, VEEV, TYL, PAYC, ALRM
|
13F-HR |
8/15/2022, 09:19 AM |
Q1 2022 |
127 |
$10B |
+$465M |
-$436M |
+$29M |
CGNX, TYL, DDOG, MANH, PAYC
|
13F-HR |
5/16/2022, 09:06 AM |
Q4 2021 |
129 |
$12.1B |
+$366M |
-$621M |
-$255M |
TYL, DDOG, MANH, CGNX, PAYC
|
13F-HR |
2/14/2022, 12:29 PM |
Q3 2021 |
127 |
$12.2B |
+$252M |
-$1.04B |
-$785M |
PAYC, DDOG, TYL, MANH, CGNX
|
13F-HR |
11/15/2021, 11:52 AM |
Q2 2021 |
122 |
$13.2B |
+$791M |
-$1.5B |
-$711M |
CGNX, VEEV, TYL, MANH, PAYC
|
13F-HR |
8/16/2021, 04:28 PM |
Q1 2021 |
127 |
$13.4B |
+$372M |
-$496M |
-$124M |
CGNX, MANH, PAYC, TYL, VEEV
|
13F-HR |
5/14/2021, 08:32 AM |
Q4 2020 |
124 |
$14.5B |
+$115M |
-$206M |
-$90.5M |
PAYC, CGNX, TYL, IRTC, VEEV
|
13F-HR |
2/16/2021, 10:45 AM |
Q3 2020 |
117 |
$12.1B |
+$257M |
-$431M |
-$174M |
VEEV, IRTC, CGNX, MANH, PAYC
|
13F-HR |
11/13/2020, 07:16 AM |
Q2 2020 |
118 |
$11.6B |
+$746M |
-$1.01B |
-$269M |
QDELXXXX, VEEV, AYX, MANH, CGNX
|
Restatement |
8/7/2020, 09:46 AM |
Q1 2020 |
114 |
$8.63B |
+$306M |
-$421M |
-$115M |
VEEV, TYL, QDELXXXX, NEOG, CGNX
|
13F-HR |
5/8/2020, 12:17 PM |
Q4 2019 |
119 |
$10.5B |
+$150M |
-$282M |
-$132M |
TYL, PAYC, CGNX, VEEV, MANH
|
13F-HR |
2/14/2020, 11:45 AM |
Q3 2019 |
121 |
$10.3B |
+$491M |
-$355M |
+$137M |
VEEV, TYL, MANH, PAYC, CGNX
|
13F-HR |
11/13/2019, 07:39 AM |
Q2 2019 |
120 |
$10.5B |
+$989M |
-$432M |
+$557M |
PAYC, VEEV, CGNX, MANH, PRLB
|
13F-HR |
8/13/2019, 08:30 AM |
Q1 2019 |
123 |
$9.89B |
+$297M |
-$400M |
-$103M |
PAYC, VEEV, CGNX, MANH, TYL
|
13F-HR |
5/15/2019, 11:39 AM |
Q4 2018 |
122 |
$8.31B |
+$434M |
-$402M |
+$32.8M |
PAYC, PRLB, VEEV, ABMD, TYL
|
13F-HR |
2/14/2019, 08:24 AM |
Q3 2018 |
124 |
$11B |
+$468M |
-$124M |
+$344M |
PAYC, PRLB, VEEV, ABMD, CGNX
|
13F-HR |
11/14/2018, 09:32 AM |
Q2 2018 |
126 |
$9.75B |
+$396M |
-$365M |
+$31.4M |
ABMD, NEOG, TYL, PRLB, BLKB
|
13F-HR |
8/14/2018, 09:14 AM |
Q1 2018 |
129 |
$8.81B |
+$338M |
-$221M |
+$117M |
NEOG, PAYC, BLKB, PRLB, TYL
|
13F-HR |
5/15/2018, 09:25 AM |
Q4 2017 |
130 |
$8.24B |
+$267M |
-$433M |
-$166M |
NEOG, BLKB, CGNX, PRLB, MANH
|
13F-HR |
2/14/2018, 08:20 AM |
Q3 2017 |
129 |
$8.22B |
+$88.1M |
-$388M |
-$300M |
CGNX, BLKB, MDSO, NEOG, TYL
|
13F-HR |
11/14/2017, 08:17 AM |
Q2 2017 |
128 |
$8.16B |
+$409M |
-$372M |
+$37.4M |
MDSO, BLKB, CGNX, VEEV, TYL
|
13F-HR |
8/14/2017, 09:08 AM |
Q1 2017 |
126 |
$7.5B |
+$279M |
-$230M |
+$49.1M |
CGNX, BLKB, VEEV, NEOG, TYL
|
13F-HR |
5/9/2017, 08:44 AM |
Q4 2016 |
129 |
$6.85B |
+$476M |
-$185M |
+$291M |
CGNX, NEOG, CMD, BLKB, MANH
|
13F-HR |
2/8/2017, 11:35 AM |
Q3 2016 |
130 |
$6.8B |
+$307M |
-$53.7M |
+$253M |
TYL, CGNX, BLKB, CMD, MDSO
|
13F-HR |
11/14/2016, 08:28 AM |
Q2 2016 |
130 |
$6.33B |
+$228M |
-$264M |
-$36.1M |
TYL, FEIC, BLKB, CMD, MDSO
|
13F-HR |
8/4/2016, 10:47 AM |
Q1 2016 |
130 |
$6.04B |
+$525M |
-$121M |
+$404M |
CMD, FEIC, TYL, BLKB, ANSS
|
13F-HR |
5/16/2016, 11:36 AM |
Q4 2015 |
128 |
$6.38B |
+$292M |
-$135M |
+$158M |
CMD, TYL, BLKB, NEOG, MANH
|
13F-HR |
2/16/2016, 08:23 AM |
Q3 2015 |
130 |
$5.84B |
+$445M |
-$234M |
+$210M |
CMD, MANH, TYL, ANSS, BLKB
|
13F-HR |
11/16/2015, 08:18 AM |
Q2 2015 |
131 |
$6.08B |
+$118M |
-$204M |
-$86.5M |
CMD, TYL, MANH, CGNX, MDSO
|
13F-HR |
8/13/2015, 09:46 AM |
Q1 2015 |
130 |
$6.06B |
+$162M |
-$137M |
+$25M |
CGNX, MANH, TYL, CMD, MDSO
|
13F-HR |
5/15/2015, 09:45 AM |
Q4 2014 |
130 |
$5.79B |
+$531M |
-$145M |
+$385M |
TYL, INCY, MDSO, CMD, NEOG
|
13F-HR |
2/13/2015, 07:18 AM |
Q3 2014 |
125 |
$5.65B |
+$337M |
-$109M |
+$228M |
NTCT, CGNX, MEAS, CNQR, MDSO
|
13F-HR |
11/14/2014, 07:16 AM |
Q2 2014 |
137 |
$6.01B |
+$176M |
-$162M |
+$13.3M |
NTCT, MEAS, FEIC, CGNX, CRRTQ
|
13F-HR |
8/11/2014, 03:27 PM |
Q1 2014 |
139 |
$6.07B |
+$305M |
-$77.9M |
+$227M |
FEIC, MANH, NTCT, MDSO, CRRTQ
|
13F-HR |
5/13/2014, 11:40 AM |
Q4 2013 |
139 |
$6.11B |
|
|
|
MDSO, TYL, FEIC, CGNX, MANH
|
13F-HR |
2/12/2014, 01:07 PM |