Generalist · New York, NY
Renaissance Technologies
Q1 2017 · compared with Q4 2016
Filed as Renaissance Technologies LLC
- Software
- $3.0B
- Weight of 13F
- 4.3%
- Names
- 76
- Net bought
- +$399M
Filed 12 May 2017 · SEC filing.
3,178 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 2026200 names$6.5B−$723M
- Q1 2026209 names$6.8B+$852M
- Q4 2025197 names$8.0B−$517M
- Q3 2025198 names$10.5B−$223M
- Q2 2025204 names$10.4B+$208M
- Q1 2025171 names$8.5B−$576M
- Q4 2024192 names$9.5B−$1.0B
- Q3 2024194 names$8.7B+$1.1B
- Q2 2024187 names$6.9B−$1.3B
- Q1 2024184 names$8.3B−$291M
- Q4 2023188 names$8.2B+$41.8M
- Q3 2023178 names$7.0B−$713M
- Q2 2023187 names$7.9B+$67.5M
- Q1 2023189 names$7.0B+$510M
- Q4 2022185 names$5.8B−$620M
- Q3 2022189 names$6.9B−$892M
- Q2 2022187 names$8.3B+$15.3B
- Q1 2022172 names$6.4B+$933M
- Q4 2021141 names$7.3B−$1.1B
- Q3 2021120 names$8.6B+$1.5B
- Q2 2021105 names$7.4B−$550M
- Q1 2021106 names$7.1B−$861M
- Q4 202099 names$8.2B−$3.1B
- Q3 2020106 names$10.2B−$2.0B
- Q2 2020107 names$10.9B+$1.6B
- Q1 202096 names$6.2B+$279M
- Q4 201988 names$6.8B−$313M
- Q3 201997 names$6.7B−$186M
- Q2 201998 names$7.4B−$288M
- Q1 201992 names$7.6B+$512M
- Q4 201895 names$5.7B−$381M
- Q3 201893 names$7.2B+$311M
- Q2 201883 names$5.2BFlat
- Q1 201883 names$5.2B−$102M
- Q4 201783 names$4.7B−$716M
- Q3 201789 names$5.1B+$942M
- Q2 201788 names$3.9B+$529M
- Q1 201776 names$3.0B+$399M
- Q4 201673 names$2.3B−$686M
- Q3 201680 names$3.1B+$515M
- Q2 201678 names$2.3B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- VeriSign, Inc.VRSN4,104,376 shares · 11.7% of their software · price +$45.3M$358M−$12.1M
- Palo Alto NetworksPANW2,152,800 shares · 8.0% of their software · price −$26.6M$243M+$38.5M
- F5, Inc.FFIV1,645,174 shares · 7.7% of their software · price −$3.5M$235M−$23.1M
- IntuitINTU1,296,148 shares · 4.9% of their software · price +$1.8M$150M+$106M
- Block, Inc.XYZ8,578,500 shares · 4.9% of their software · price +$31.3M$148M+$101M
- FortinetFTNT3,795,400 shares · 4.8% of their software · price +$31.2M$146M+$35.5M
- WixWIX1,951,700 shares · 4.3% of their software · price +$45.6M$133M+$16.1M
- BlackBerry LimitedBB13,466,143 shares · 3.4% of their software · price +$11.6M$104M−$8.3M
- ServiceNowNOW1,072,600 shares · 3.1% of their software · price +$14.1M$93.8M+$70.6M
- ShopifySHOP1,347,000 shares · 3.0% of their software · price +$34.0M$91.7M+$2.6M
- Manhattan AssociatesMANH1,733,760 shares · 3.0% of their software · price −$1.7M$90.2M+$5.7M
- TeradataTDC2,826,800 shares · 2.9% of their software · price +$11.2M$88.0M−$8.1M
- Roper Technologies, Inc.ROP369,800 shares · 2.5% of their software · price +$8.7M$76.4MNew · +$67.7M
- Euronet Worldwide, Inc.EEFT836,045 shares · 2.3% of their software · price +$10.9M$71.5M+$13.3M
- VeevaVEEV1,271,600 shares · 2.1% of their software · price +$13.5M$65.2M−$26.3M
- CommvaultCVLT1,177,900 shares · 2.0% of their software · price −$707K$59.8M−$2.6M
- RingCentralRNG1,644,005 shares · 1.5% of their software · price +$12.7M$46.5M+$5.1M
- EVERTEC, Inc.EVTC2,907,700 shares · 1.5% of their software · price −$5.4M$46.2M+$3.2M
- MorningstarMORN586,200 shares · 1.5% of their software · price +$3.0M$46.1M−$2.9M
- VeriskVRSK519,700 shares · 1.4% of their software$42.2M+$21.4M
- InterDigital, Inc.IDCC475,700 shares · 1.3% of their software · price −$2.4M$41.1M−$3.9M
- Tucows Inc.TCX760,651 shares · 1.3% of their software · price +$12.0M$38.8M+$1.4M
- CadenceCDNS1,225,100 shares · 1.3% of their software · price +$7.6M$38.5MNew · +$30.9M
- QualysQLYS917,900 shares · 1.1% of their software · price +$5.7M$34.8M+$5.9M
- Check PointCHKP332,208 shares · 1.1% of their software · price +$6.0M$34.1MNew · +$28.1M
- SynopsysSNPS462,734 shares · 1.1% of their software · price +$6.1M$33.4M+$11.7M
- Five9FIVN1,981,500 shares · 1.1% of their software · price +$4.5M$32.6M+$7.5M
- SalesforceCRM393,800 shares · 1.1% of their software · price +$5.5M$32.5MNew · +$27.0M
- Amdocs LimitedDOX511,900 shares · 1.0% of their software · price +$1.4M$31.2M+$7.7M
- 8x8EGHT1,818,430 shares · 0.9% of their software$27.7M—
- BoxBOX1,544,400 shares · 0.8% of their software · price +$3.8M$25.2M+$17.5M
- Tyler TechnologiesTYL153,073 shares · 0.8% of their software · price +$1.8M$23.7M+$11.3M
- A10 Networks, Inc.ATEN2,220,700 shares · 0.7% of their software · price +$1.9M$20.3MFlat
- GoDaddyGDDY532,700 shares · 0.7% of their software · price +$1.6M$20.2M+$14.4M
- Strategy IncMSTR106,300 shares · 0.7% of their software · price −$1.0M$20.0M+$10.9M
- PTCPTC366,700 shares · 0.6% of their software · price +$2.3M$19.3MNew · +$17.0M
- Lesaka Technologies, Inc.LSAK1,457,200 shares · 0.6% of their software · price +$1.1M$17.8M−$1.4M
- Calix, Inc.CALX2,411,600 shares · 0.6% of their software · price −$1.1M$17.5MFlat
- SS&CSSNC475,100 shares · 0.6% of their software · price +$3.2M$16.8M+$9.7M
- DescartesDSGX715,500 shares · 0.5% of their software · price +$1.1M$16.4M+$3.3M
- NetApp, Inc.NTAP379,032 shares · 0.5% of their software · price +$2.5M$15.9M−$20.4M
- AdobeADBE120,100 shares · 0.5% of their software · price +$3.3M$15.6M−$17.0M
- WEX Inc.WEX139,500 shares · 0.5% of their software · price −$1.1M$14.4M+$13.4M
- NICENICE175,944 shares · 0.4% of their software$12.0M+$9.3M
- Alarm.com Holdings, Inc.ALRM367,000 shares · 0.4% of their software · price +$1.1M$11.3M+$2.0M
- The Trade DeskTTD282,200 shares · 0.3% of their software · price +$2.7M$10.5MNew · +$7.8M
- PaycomPAYC152,250 shares · 0.3% of their software · price +$1.8M$8.8MNew · +$6.9M
- OpenTextOTEX238,116 shares · 0.3% of their software · price −$6.6M$8.1M−$1.9M
- Radware Ltd.RDWR480,897 shares · 0.3% of their software · price +$760K$7.8M+$2.8M
- Ooma, Inc.OOMA780,000 shares · 0.3% of their software · price +$741K$7.8M+$3.7M
- Simulations PlusSLP515,000 shares · 0.2% of their software · price +$1.1M$6.1MFlat
- PegasystemsPEGA135,324 shares · 0.2% of their software · price +$1.1M$5.9M+$3.5M
- HubSpotHUBS94,900 shares · 0.2% of their software · price +$1.3M$5.7MNew · +$4.5M
- DHI Group, Inc.DHX1,214,800 shares · 0.2% of their software · price −$2.8M$4.8MFlat
- ProgressPRGS148,011 shares · 0.1% of their software$4.3M+$1.3M
- Asure Software, Inc.ASUR415,476 shares · 0.1% of their software · price +$735K$4.3MFlat
- TrimbleTRMB125,344 shares · 0.1% of their software$4.0MNew · +$3.8M
- PDF Solutions, Inc.PDFS169,100 shares · 0.1% of their software$3.8M−$3.4M
- Allot Ltd.ALLT681,100 shares · 0.1% of their software$3.2MFlat
- SPS CommerceSPSC50,900 shares · 0.1% of their software · price −$580K$3.0M−$517K
- BlackLineBL90,795 shares · 0.1% of their software$2.7MNew · +$2.5M
- Q2QTWO76,000 shares · 0.1% of their software$2.6MNew · +$2.2M
- Agilysys, Inc.AGYS226,000 shares · 0.1% of their software$2.1MFlat
- NetSol Technologies, Inc.NTWK310,720 shares · 0.1% of their software$1.6MFlat
- PAR Technology CorporationPAR198,400 shares · 0.0% of their software$1.4MFlat
- ReposiTrak, Inc.TRAK87,600 shares · 0.0% of their software$1.1MNew · +$1.1M
- WorkivaWK66,600 shares · 0.0% of their software$1.0MFlat
- Materialise NVMTLS95,500 shares · 0.0% of their software$869KFlat
- Xunlei LimitedXNET192,650 shares · 0.0% of their software$780KFlat
- AppFolioAPPF20,510 shares · 0.0% of their software$558KNew · Flat
- MIND C.T.I. LtdMNDO159,281 shares · 0.0% of their software$387KFlat
- Daily Journal CorporationDJCO1,600 shares · 0.0% of their software$343KFlat
- VaronisVRNS10,700 shares · 0.0% of their software$340KNew · Flat
- Intellicheck, Inc.IDN84,400 shares · 0.0% of their software$220KFlat
- eGain CorporationEGAN129,100 shares · 0.0% of their software$187KFlat
- Digital TurbineAPPS58,964 shares · 0.0% of their software$55KFlat