Generalist · New York, NY
Renaissance Technologies
Q2 2017 · compared with Q1 2017
Filed as Renaissance Technologies LLC
- Software
- $3.9B
- Weight of 13F
- 5.0%
- Names
- 88
- Net bought
- +$529M
Filed 11 August 2017 · SEC filing.
3,152 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.VRSN5,045,476 shares · 12.1% of their software · price +$29.5M$469M+$82.0M
- Palo Alto NetworksPANW2,147,300 shares · 7.4% of their software · price +$45.4M$287MFlat
- IntuitINTU1,690,048 shares · 5.8% of their software · price +$28.4M$224M+$45.7M
- F5, Inc.FFIV1,740,209 shares · 5.7% of their software · price −$27.0M$221M+$13.5M
- Block, Inc.XYZ9,076,600 shares · 5.5% of their software · price +$56.1M$213M+$8.6M
- ServiceNowNOW1,708,100 shares · 4.7% of their software · price +$31.7M$181M+$55.6M
- FortinetFTNT4,521,700 shares · 4.4% of their software · price −$4.1M$169M+$27.9M
- WixWIX2,414,400 shares · 4.3% of their software · price +$4.1M$168M+$31.4M
- AutodeskADSK1,391,968 shares · 3.6% of their software · price +$20.0M$140MNew · +$120M
- NetApp, Inc.NTAP3,339,574 shares · 3.4% of their software · price −$6.0M$134M+$124M
- WorkdayWDAY1,208,344 shares · 3.0% of their software · price +$16.6M$117MNew · +$101M
- CommvaultCVLT1,555,213 shares · 2.3% of their software · price +$8.8M$87.8M+$19.2M
- BlackBerry LimitedBB8,120,143 shares · 2.1% of their software · price +$18.2M$81.1M−$41.4M
- Manhattan AssociatesMANH1,578,360 shares · 2.0% of their software · price −$6.3M$75.9M−$8.1M
- SynopsysSNPS900,834 shares · 1.7% of their software · price +$721K$65.7M+$31.6M
- AdobeADBE454,700 shares · 1.7% of their software · price +$5.1M$64.3M+$43.5M
- Euronet Worldwide, Inc.EEFT732,545 shares · 1.6% of their software · price +$1.4M$64.0M−$8.9M
- TeradataTDC1,975,700 shares · 1.5% of their software · price −$3.2M$58.3M−$26.5M
- GoDaddyGDDY1,227,600 shares · 1.3% of their software · price +$5.5M$52.1M+$26.3M
- RingCentralRNG1,359,800 shares · 1.3% of their software · price +$11.2M$49.7M−$8.0M
- EVERTEC, Inc.EVTC2,763,400 shares · 1.2% of their software · price +$3.9M$47.8M−$2.3M
- MorningstarMORN591,100 shares · 1.2% of their software$46.3MFlat
- BoxBOX2,510,200 shares · 1.2% of their software · price +$4.8M$45.8M+$15.8M
- Five9FIVN2,113,600 shares · 1.2% of their software · price +$10.7M$45.5M+$2.2M
- InterDigital, Inc.IDCC574,574 shares · 1.1% of their software · price −$5.2M$44.4M+$8.5M
- Tucows Inc.TCX781,051 shares · 1.1% of their software · price +$1.9M$41.8M+$1.0M
- QualysQLYS1,023,000 shares · 1.1% of their software · price +$3.0M$41.7M+$4.0M
- The Trade DeskTTD828,300 shares · 1.1% of their software · price +$10.7M$41.5M+$20.3M
- Check PointCHKP306,300 shares · 0.9% of their software · price +$2.0M$33.4M−$2.7M
- VeriskVRSK386,700 shares · 0.8% of their software · price +$1.2M$32.6M−$10.8M
- 8x8EGHT2,206,430 shares · 0.8% of their software$32.1M—
- Strategy IncMSTR161,800 shares · 0.8% of their software · price +$626K$31.0M+$10.4M
- Amdocs LimitedDOX436,800 shares · 0.7% of their software · price +$1.5M$28.2M−$4.6M
- Sabre CorporationSABR1,268,400 shares · 0.7% of their software · price +$736K$27.6MNew · +$26.9M
- ShopifySHOP295,800 shares · 0.7% of their software · price +$5.6M$25.7M−$71.6M
- CadenceCDNS688,900 shares · 0.6% of their software · price +$1.4M$23.1M−$16.8M
- TrimbleTRMB633,844 shares · 0.6% of their software · price +$2.3M$22.6M+$16.3M
- Alarm.com Holdings, Inc.ALRM593,000 shares · 0.6% of their software · price +$4.1M$22.3M+$6.9M
- SS&CSSNC552,600 shares · 0.5% of their software · price +$1.7M$21.2M+$2.7M
- A10 Networks, Inc.ATEN2,385,600 shares · 0.5% of their software · price −$1.7M$20.1M+$1.5M
- Calix, Inc.CALX2,626,018 shares · 0.5% of their software · price −$1.1M$18.0M+$1.6M
- PTCPTC312,800 shares · 0.4% of their software · price +$804K$17.2M−$2.8M
- VaronisVRNS450,700 shares · 0.4% of their software · price +$2.4M$16.8M+$14.0M
- Lesaka Technologies, Inc.LSAK1,652,967 shares · 0.4% of their software · price −$3.9M$16.3M+$2.4M
- VeevaVEEV265,000 shares · 0.4% of their software · price +$2.7M$16.2M−$51.6M
- DescartesDSGX620,400 shares · 0.4% of their software · price +$900K$15.1M−$2.2M
- ProgressPRGS458,911 shares · 0.4% of their software · price +$844K$14.2M+$9.0M
- Radware Ltd.RDWR682,495 shares · 0.3% of their software · price +$942K$12.0M+$3.3M
- HubSpotHUBS172,557 shares · 0.3% of their software · price +$897K$11.3M+$4.7M
- OracleORCL202,632 shares · 0.3% of their software · price +$1.1M$10.2MNew · +$9.0M
- CoStarCSGP36,598 shares · 0.2% of their software · price +$2.1M$9.6MNew · +$7.6M
- BlackLineBL248,400 shares · 0.2% of their software · price +$1.5M$8.9M+$4.7M
- ACI WorldwideACIW366,633 shares · 0.2% of their software$8.2MNew · +$7.8M
- OpenTextOTEX231,800 shares · 0.2% of their software · price −$573K$7.3MFlat
- Asure Software, Inc.ASUR462,876 shares · 0.2% of their software · price +$2.0M$6.8MFlat
- Ooma, Inc.OOMA841,100 shares · 0.2% of their software · price −$1.6M$6.7M+$608K
- PegasystemsPEGA114,324 shares · 0.2% of their software · price +$1.7M$6.7M−$921K
- WEX Inc.WEX60,800 shares · 0.2% of their software$6.3M−$8.1M
- PaycomPAYC92,650 shares · 0.2% of their software · price +$1.0M$6.3M−$3.4M
- NICENICE77,244 shares · 0.2% of their software · price +$830K$6.1M−$6.7M
- WorkivaWK315,200 shares · 0.2% of their software · price +$1.1M$6.0M+$3.9M
- AppFolioAPPF182,900 shares · 0.2% of their software · price +$988K$6.0M+$4.4M
- Roper Technologies, Inc.ROP25,600 shares · 0.2% of their software · price +$641K$5.9M−$71.1M
- Simulations PlusSLP478,147 shares · 0.2% of their software$5.9MFlat
- Q2QTWO138,100 shares · 0.1% of their software$5.1M+$2.2M
- Tyler TechnologiesTYL23,713 shares · 0.1% of their software · price +$501K$4.2M−$20.0M
- DHI Group, Inc.DHX1,448,300 shares · 0.1% of their software · price −$1.6M$4.1M+$922K
- Allot Ltd.ALLT705,100 shares · 0.1% of their software$3.6MFlat
- PaylocityPCTY66,800 shares · 0.1% of their software$3.0MNew · +$2.6M
- Agilysys, Inc.AGYS250,200 shares · 0.1% of their software$2.5MFlat
- Materialise NVMTLS208,500 shares · 0.1% of their software · price +$578K$2.5M+$1.0M
- Paychex, Inc.PAYX41,400 shares · 0.1% of their software$2.4MNew · +$2.4M
- PAR Technology CorporationPAR266,400 shares · 0.1% of their software$2.3MFlat
- NetScout Systems, Inc.NTCT61,700 shares · 0.1% of their software$2.1MNew · +$2.3M
- SPS CommerceSPSC21,600 shares · 0.0% of their software$1.4M−$1.7M
- PDF Solutions, Inc.PDFS83,400 shares · 0.0% of their software · price −$515K$1.4M−$1.9M
- Upbound Group, Inc.UPBD112,110 shares · 0.0% of their software$1.3MNew · +$994K
- NetSol Technologies, Inc.NTWK305,300 shares · 0.0% of their software$1.2MFlat
- Rapid7RPD56,100 shares · 0.0% of their software$944KNew · +$840K
- ReposiTrak, Inc.TRAK56,227 shares · 0.0% of their software$683KFlat
- Mitek Systems, Inc.MITK77,476 shares · 0.0% of their software$651KNew · +$515K
- Xunlei LimitedXNET165,304 shares · 0.0% of their software$536KFlat
- Daily Journal CorporationDJCO1,600 shares · 0.0% of their software$336KFlat
- MIND C.T.I. LtdMNDO129,183 shares · 0.0% of their software$324KFlat
- Immersion CorporationIMMR31,900 shares · 0.0% of their software$290KNew · Flat
- Intellicheck, Inc.IDN64,400 shares · 0.0% of their software$251KFlat
- eGain CorporationEGAN146,700 shares · 0.0% of their software$242KFlat
- Digital TurbineAPPS131,779 shares · 0.0% of their software$136KFlat