Generalist · New York, NY
Renaissance Technologies
Q4 2017 · compared with Q3 2017
Filed as Renaissance Technologies LLC
- Software
- $4.7B
- Weight of 13F
- 5.2%
- Names
- 83
- Net bought
- −$716M
Filed 13 February 2018 · SEC filing.
3,285 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.VRSN6,826,054 shares · 16.7% of their software · price +$54.9M$781M+$97.5M
- Palo Alto NetworksPANW4,379,100 shares · 13.6% of their software · price +$3.7M$635M+$98.2M
- F5, Inc.FFIV2,195,774 shares · 6.2% of their software · price +$23.4M$288M−$29.1M
- OracleORCL5,148,832 shares · 5.2% of their software · price −$5.5M$243M+$17.2M
- FortinetFTNT4,418,500 shares · 4.1% of their software · price +$34.7M$193MFlat
- ServiceNowNOW1,363,800 shares · 3.8% of their software · price +$17.5M$178M−$70.3M
- GoDaddyGDDY2,992,900 shares · 3.2% of their software · price +$20.3M$150M+$27.0M
- BlackBerry LimitedBB11,102,843 shares · 2.7% of their software$124M+$5.9M
- WixWIX2,038,600 shares · 2.5% of their software · price −$29.2M$117M−$29.6M
- NetApp, Inc.NTAP2,060,632 shares · 2.4% of their software · price +$23.8M$114M−$92.7M
- SynopsysSNPS1,056,634 shares · 1.9% of their software · price +$5.0M$90.1M+$6.0M
- RingCentralRNG1,769,500 shares · 1.8% of their software · price +$11.8M$85.6M+$9.5M
- Automatic Data Processing, Inc.ADP701,100 shares · 1.8% of their software · price +$5.5M$82.2M−$161M
- IntuitINTU520,248 shares · 1.8% of their software · price +$8.1M$82.1M−$216M
- CommvaultCVLT1,481,100 shares · 1.7% of their software · price −$12.3M$77.8M−$8.5M
- QualysQLYS1,300,700 shares · 1.7% of their software · price +$9.8M$77.2M+$9.6M
- AdobeADBE392,300 shares · 1.5% of their software · price +$10.2M$68.7M−$21.9M
- BoxBOX3,203,600 shares · 1.4% of their software · price +$5.8M$67.7M+$8.8M
- PTCPTC1,088,600 shares · 1.4% of their software · price +$4.9M$66.2M+$49.9M
- BroadridgeBR699,300 shares · 1.4% of their software · price +$6.8M$63.3M+$21.0M
- CoStarCSGP205,998 shares · 1.3% of their software · price +$5.9M$61.2M+$30.1M
- Five9FIVN2,388,800 shares · 1.3% of their software · price +$2.3M$59.4M+$1.9M
- Amdocs LimitedDOX881,400 shares · 1.2% of their software · price +$1.0M$57.7M+$12.4M
- MorningstarMORN557,900 shares · 1.2% of their software · price +$6.7M$54.1M−$926K
- Euronet Worldwide, Inc.EEFT598,345 shares · 1.1% of their software · price −$6.3M$50.4M−$9.1M
- TeradataTDC1,278,000 shares · 1.1% of their software · price +$6.0M$49.2M−$28.4M
- Tucows Inc.TCX683,651 shares · 1.0% of their software · price +$7.9M$47.9M−$3.6M
- MicrosoftMSFT542,384 shares · 1.0% of their software · price +$6.0M$46.4MNew · +$40.4M
- ProgressPRGS988,000 shares · 0.9% of their software · price +$4.3M$42.1M+$11.4M
- InterDigital, Inc.IDCC494,693 shares · 0.8% of their software · price +$1.2M$37.7M+$3.5M
- VeevaVEEV635,200 shares · 0.8% of their software · price −$718K$35.1M+$16.0M
- CadenceCDNS775,600 shares · 0.7% of their software · price +$1.8M$32.4M+$7.6M
- FactSetFDS154,850 shares · 0.6% of their software · price +$2.0M$29.8M+$17.6M
- Block, Inc.XYZ772,700 shares · 0.6% of their software · price +$4.5M$26.8M−$162M
- TrimbleTRMB584,744 shares · 0.5% of their software · price +$813K$23.8M−$6.0M
- Radware Ltd.RDWR1,186,300 shares · 0.5% of their software · price +$3.0M$23.0M+$5.0M
- EVERTEC, Inc.EVTC1,640,600 shares · 0.5% of their software · price −$3.6M$22.4M−$14.9M
- A10 Networks, Inc.ATEN2,796,200 shares · 0.5% of their software$21.6M+$3.8M
- SS&CSSNC510,800 shares · 0.4% of their software$20.7M−$6.6M
- AppFolioAPPF472,000 shares · 0.4% of their software · price −$3.0M$19.6M+$5.6M
- Paychex, Inc.PAYX287,600 shares · 0.4% of their software · price +$2.3M$19.6M−$54.1M
- Lesaka Technologies, Inc.LSAK1,608,200 shares · 0.4% of their software · price +$3.5M$19.1M−$1.7M
- VaronisVRNS361,800 shares · 0.4% of their software · price +$2.4M$17.6M+$897K
- 8x8EGHT1,221,700 shares · 0.4% of their software$17.2M—
- DescartesDSGX601,300 shares · 0.4% of their software · price +$631K$17.1M+$769K
- WorkivaWK758,300 shares · 0.3% of their software$16.2M+$6.7M
- Calix, Inc.CALX2,639,200 shares · 0.3% of their software · price +$2.4M$15.7MFlat
- Manhattan AssociatesMANH306,760 shares · 0.3% of their software · price +$2.4M$15.2M−$41.7M
- GuidewireGWRE186,900 shares · 0.3% of their software · price −$673K$13.9M−$13.0M
- SPS CommerceSPSC284,400 shares · 0.3% of their software · price −$2.3M$13.8M+$9.2M
- Ribbon Communications Inc.RBBN1,744,600 shares · 0.3% of their software$13.5MNew · +$13.3M
- Strategy IncMSTR93,600 shares · 0.3% of their software$12.3M−$2.1M
- Ooma, Inc.OOMA879,800 shares · 0.2% of their software · price +$1.2M$10.5M+$800K
- WEX Inc.WEX60,869 shares · 0.2% of their software · price +$1.8M$8.6MFlat
- Simulations PlusSLP525,100 shares · 0.2% of their software$8.5MFlat
- OpenTextOTEX229,816 shares · 0.2% of their software · price +$777K$8.2M−$14.6M
- Rapid7RPD419,871 shares · 0.2% of their software$7.8M+$4.7M
- PegasystemsPEGA159,524 shares · 0.2% of their software · price −$1.7M$7.5M+$4.6M
- HubSpotHUBS74,100 shares · 0.1% of their software$6.6MFlat
- PaylocityPCTY138,500 shares · 0.1% of their software$6.5M−$5.7M
- Alarm.com Holdings, Inc.ALRM162,100 shares · 0.1% of their software · price −$1.2M$6.1M−$7.7M
- BlackLineBL181,400 shares · 0.1% of their software$6.0MNew · +$6.2M
- NutanixNTNX168,000 shares · 0.1% of their software · price +$2.2M$5.9MNew · +$3.8M
- Allot Ltd.ALLT850,700 shares · 0.1% of their software$4.5M+$690K
- BlackbaudBLKB46,897 shares · 0.1% of their software$4.4MNew · +$4.1M
- eGain CorporationEGAN778,014 shares · 0.1% of their software · price +$2.0M$4.1M+$1.4M
- VeriskVRSK42,100 shares · 0.1% of their software · price +$539K$4.0M+$1.2M
- Mitek Systems, Inc.MITK425,976 shares · 0.1% of their software$3.8M+$3.3M
- Agilysys, Inc.AGYS288,000 shares · 0.1% of their software$3.5MFlat
- DHI Group, Inc.DHX1,757,500 shares · 0.1% of their software · price −$1.2M$3.3MFlat
- OktaOKTA107,400 shares · 0.1% of their software$2.8M−$556K
- Tyler TechnologiesTYL14,000 shares · 0.1% of their software$2.5MFlat
- PAR Technology CorporationPAR227,100 shares · 0.0% of their software$2.1M−$925K
- ACI WorldwideACIW92,433 shares · 0.0% of their software$2.1M−$2.8M
- Materialise NVMTLS162,700 shares · 0.0% of their software$2.1M−$667K
- Fair IsaacFICO13,250 shares · 0.0% of their software$2.0MNew · +$1.9M
- Q2QTWO47,900 shares · 0.0% of their software$1.8MFlat
- Digital TurbineAPPS945,874 shares · 0.0% of their software$1.7MFlat
- NetSol Technologies, Inc.NTWK288,500 shares · 0.0% of their software$1.4MFlat
- Xunlei LimitedXNET54,100 shares · 0.0% of their software · price +$603K$833KFlat
- Daily Journal CorporationDJCO1,500 shares · 0.0% of their software$345KFlat
- MIND C.T.I. LtdMNDO120,400 shares · 0.0% of their software$333KFlat
- Check PointCHKP2,400 shares · 0.0% of their software$249K−$13.9M