Generalist · New York, NY
Renaissance Technologies
Q3 2017 · compared with Q2 2017
Filed as Renaissance Technologies LLC
- Software
- $5.1B
- Weight of 13F
- 6.1%
- Names
- 89
- Net bought
- +$942M
Filed 13 November 2017 · SEC filing.
3,156 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.VRSN5,909,776 shares · 12.3% of their software · price +$79.4M$629M+$80.3M
- Palo Alto NetworksPANW3,697,900 shares · 10.4% of their software · price +$38.1M$533M+$207M
- F5, Inc.FFIV2,436,974 shares · 5.7% of their software · price −$15.8M$294M+$88.5M
- IntuitINTU2,042,448 shares · 5.7% of their software · price +$19.1M$290M+$46.8M
- Automatic Data Processing, Inc.ADP2,178,300 shares · 4.6% of their software · price +$14.9M$238MNew · +$223M
- OracleORCL4,793,032 shares · 4.5% of their software · price −$8.6M$232M+$230M
- ServiceNowNOW1,962,300 shares · 4.5% of their software · price +$22.6M$231M+$26.9M
- Block, Inc.XYZ6,411,100 shares · 3.6% of their software · price +$34.3M$185M−$62.5M
- NetApp, Inc.NTAP4,180,132 shares · 3.6% of their software · price +$15.5M$183M+$33.7M
- WixWIX2,451,000 shares · 3.4% of their software · price +$5.5M$176M+$2.5M
- FortinetFTNT4,395,800 shares · 3.1% of their software · price −$7.0M$158M−$4.7M
- BlackBerry LimitedBB10,573,543 shares · 2.3% of their software · price +$12.6M$118M+$24.5M
- GoDaddyGDDY2,373,400 shares · 2.0% of their software · price +$2.6M$103M+$48.6M
- CommvaultCVLT1,621,000 shares · 1.9% of their software · price +$7.1M$98.6M+$3.7M
- AutodeskADSK867,768 shares · 1.9% of their software · price +$9.9M$97.4M−$52.8M
- WorkdayWDAY886,200 shares · 1.8% of their software · price +$7.4M$93.4M−$31.2M
- AdobeADBE539,000 shares · 1.6% of their software · price +$4.2M$80.4M+$11.9M
- SynopsysSNPS982,534 shares · 1.5% of their software · price +$7.5M$79.1M+$6.0M
- TeradataTDC2,117,400 shares · 1.4% of their software · price +$9.1M$71.5M+$4.2M
- Paychex, Inc.PAYX1,189,401 shares · 1.4% of their software · price +$3.6M$71.3M+$65.4M
- Euronet Worldwide, Inc.EEFT693,945 shares · 1.3% of their software · price +$5.1M$65.8M−$3.4M
- RingCentralRNG1,541,300 shares · 1.3% of their software · price +$8.0M$64.3M+$6.6M
- QualysQLYS1,115,500 shares · 1.1% of their software · price +$12.3M$57.8M+$3.8M
- Five9FIVN2,311,000 shares · 1.1% of their software · price +$5.5M$55.2M+$4.2M
- Manhattan AssociatesMANH1,309,660 shares · 1.1% of their software · price −$8.5M$54.4M−$12.9M
- BoxBOX2,748,900 shares · 1.0% of their software · price +$3.0M$53.1M+$4.4M
- MorningstarMORN568,800 shares · 0.9% of their software · price +$3.8M$48.3M−$1.7M
- SalesforceCRM516,100 shares · 0.9% of their software · price +$3.5M$48.2MNew · +$44.7M
- Amdocs LimitedDOX688,400 shares · 0.9% of their software$44.3M+$16.2M
- Tucows Inc.TCX745,451 shares · 0.9% of their software · price +$3.8M$43.6M−$1.9M
- EVERTEC, Inc.EVTC2,581,300 shares · 0.8% of their software · price −$3.7M$40.9M−$3.2M
- BroadridgeBR439,064 shares · 0.7% of their software · price +$2.3M$35.5MNew · +$33.2M
- InterDigital, Inc.IDCC447,893 shares · 0.6% of their software · price −$1.6M$33.0M−$9.8M
- TrimbleTRMB738,744 shares · 0.6% of their software · price +$2.6M$29.0M+$3.7M
- GuidewireGWRE353,400 shares · 0.5% of their software · price +$3.2M$27.5MNew · +$24.3M
- SS&CSSNC675,800 shares · 0.5% of their software · price +$1.2M$27.1M+$4.7M
- ProgressPRGS690,000 shares · 0.5% of their software · price +$5.0M$26.3M+$7.1M
- CoStarCSGP93,898 shares · 0.5% of their software$25.2M+$15.1M
- CadenceCDNS583,600 shares · 0.4% of their software · price +$3.5M$23.0M−$3.5M
- OpenTextOTEX681,516 shares · 0.4% of their software · price +$511K$22.0M+$14.2M
- 8x8EGHT1,607,099 shares · 0.4% of their software$21.7M—
- VeevaVEEV351,512 shares · 0.4% of their software · price −$1.7M$19.8M+$5.3M
- A10 Networks, Inc.ATEN2,292,700 shares · 0.3% of their software · price −$2.0M$17.3M−$784K
- Lesaka Technologies, Inc.LSAK1,778,200 shares · 0.3% of their software$17.3M+$1.2M
- AppFolioAPPF355,400 shares · 0.3% of their software · price +$5.5M$17.0M+$5.6M
- DescartesDSGX573,200 shares · 0.3% of their software · price +$1.7M$15.7M−$1.1M
- Alarm.com Holdings, Inc.ALRM333,200 shares · 0.3% of their software · price +$2.5M$15.1M−$9.8M
- Radware Ltd.RDWR887,400 shares · 0.3% of their software · price −$603K$15.0M+$3.6M
- VaronisVRNS340,400 shares · 0.3% of their software · price +$1.6M$14.3M−$4.1M
- Check PointCHKP124,700 shares · 0.3% of their software · price +$616K$14.2M−$19.8M
- Strategy IncMSTR109,900 shares · 0.3% of their software · price −$7.0M$14.0M−$9.9M
- Calix, Inc.CALX2,713,500 shares · 0.3% of their software · price −$4.9M$13.7M+$599K
- PaylocityPCTY255,752 shares · 0.2% of their software · price +$931K$12.5M+$8.5M
- PTCPTC201,200 shares · 0.2% of their software$11.3M−$6.2M
- NetScout Systems, Inc.NTCT342,485 shares · 0.2% of their software · price −$702K$11.1M+$9.7M
- FactSetFDS57,050 shares · 0.2% of their software · price +$795K$10.3MNew · +$9.5M
- WorkivaWK436,906 shares · 0.2% of their software · price +$786K$9.1M+$2.3M
- Ooma, Inc.OOMA803,975 shares · 0.2% of their software · price +$2.1M$8.5MFlat
- Simulations PlusSLP511,000 shares · 0.2% of their software · price +$1.6M$7.9MFlat
- WEX Inc.WEX65,300 shares · 0.1% of their software · price +$519K$7.3MFlat
- SPS CommerceSPSC122,300 shares · 0.1% of their software · price −$862K$6.9M+$6.4M
- HubSpotHUBS69,400 shares · 0.1% of their software · price +$1.3M$5.8M−$6.8M
- ACI WorldwideACIW216,633 shares · 0.1% of their software$4.9M−$3.4M
- PegasystemsPEGA80,083 shares · 0.1% of their software$4.6M−$2.0M
- DHI Group, Inc.DHX1,626,600 shares · 0.1% of their software$4.2M+$508K
- Allot Ltd.ALLT722,603 shares · 0.1% of their software$3.9MFlat
- PDF Solutions, Inc.PDFS245,366 shares · 0.1% of their software$3.8M+$2.7M
- Agilysys, Inc.AGYS308,752 shares · 0.1% of their software · price +$565K$3.7M+$593K
- OktaOKTA127,100 shares · 0.1% of their software · price +$688K$3.6MNew · +$2.9M
- Roper Technologies, Inc.ROP14,507 shares · 0.1% of their software$3.5M−$2.6M
- PAR Technology CorporationPAR315,700 shares · 0.1% of their software · price +$609K$3.3MFlat
- Materialise NVMTLS208,500 shares · 0.1% of their software · price +$561K$3.0MFlat
- Rapid7RPD151,100 shares · 0.1% of their software$2.7M+$1.6M
- VeriskVRSK27,607 shares · 0.0% of their software$2.3M−$30.3M
- NICENICE25,844 shares · 0.0% of their software$2.1M−$4.0M
- Sabre CorporationSABR115,500 shares · 0.0% of their software$2.1M−$25.1M
- Tyler TechnologiesTYL11,900 shares · 0.0% of their software$2.1M−$2.1M
- Asure Software, Inc.ASUR165,876 shares · 0.0% of their software$2.1M−$4.3M
- Q2QTWO36,000 shares · 0.0% of their software$1.5M−$3.8M
- Upbound Group, Inc.UPBD106,310 shares · 0.0% of their software$1.2MFlat
- Digital TurbineAPPS782,174 shares · 0.0% of their software$1.2M+$670K
- NetSol Technologies, Inc.NTWK299,000 shares · 0.0% of their software$1.0MFlat
- Mitek Systems, Inc.MITK76,799 shares · 0.0% of their software$730KFlat
- eGain CorporationEGAN263,230 shares · 0.0% of their software$711KFlat
- Xunlei LimitedXNET145,600 shares · 0.0% of their software$619KFlat
- ReposiTrak, Inc.TRAK38,600 shares · 0.0% of their software$469KFlat
- Daily Journal CorporationDJCO1,600 shares · 0.0% of their software$350KFlat
- MIND C.T.I. LtdMNDO106,000 shares · 0.0% of their software$275KFlat
- Intellicheck, Inc.IDN19,600 shares · 0.0% of their software$56KFlat