Generalist · New York, NY
Renaissance Technologies
Q1 2018 · compared with Q4 2017
Filed as Renaissance Technologies LLC
- Software
- $5.2B
- Weight of 13F
- 5.7%
- Names
- 83
- Net bought
- −$102M
Filed 14 May 2018 · SEC filing.
3,319 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.VRSN6,926,876 shares · 15.8% of their software · price +$28.5M$821M+$11.5M
- Palo Alto NetworksPANW4,446,100 shares · 15.5% of their software · price +$163M$807M+$9.7M
- ServiceNowNOW2,297,200 shares · 7.3% of their software · price +$80.5M$380M+$122M
- F5, Inc.FFIV1,798,774 shares · 5.0% of their software · price +$24.1M$260M−$52.1M
- FortinetFTNT4,800,900 shares · 5.0% of their software · price +$47.5M$257M+$16.7M
- GoDaddyGDDY3,789,500 shares · 4.5% of their software · price +$42.2M$233M+$40.1M
- NutanixNTNX2,676,200 shares · 2.5% of their software · price +$37.0M$131M+$88.5M
- WixWIX1,616,100 shares · 2.5% of their software · price +$35.6M$129M−$24.3M
- RingCentralRNG1,880,500 shares · 2.3% of their software · price +$28.4M$119M+$5.4M
- QualysQLYS1,488,200 shares · 2.1% of their software · price +$19.9M$108M+$11.1M
- VeevaVEEV1,466,800 shares · 2.1% of their software · price +$26.0M$107M+$46.0M
- SynopsysSNPS1,121,434 shares · 1.8% of their software · price −$2.2M$93.3M+$5.5M
- CommvaultCVLT1,363,400 shares · 1.5% of their software · price +$6.4M$78.0M−$6.2M
- Five9FIVN2,565,700 shares · 1.5% of their software · price +$12.6M$76.4M+$4.4M
- CoStarCSGP209,598 shares · 1.5% of their software · price +$13.8M$76.0M+$1.1M
- BlackBerry LimitedBB6,562,700 shares · 1.5% of their software · price +$2.2M$75.5M−$50.7M
- BoxBOX3,599,000 shares · 1.4% of their software · price −$2.1M$74.0M+$8.4M
- VeriskVRSK608,200 shares · 1.2% of their software · price +$4.9M$63.3M+$54.3M
- ProgressPRGS1,446,211 shares · 1.1% of their software · price −$6.0M$55.6M+$19.5M
- Check PointCHKP554,908 shares · 1.1% of their software · price −$2.4M$55.1M+$57.3M
- SAPSAP520,300 shares · 1.1% of their software · price −$3.7M$54.7MNew · +$58.5M
- MorningstarMORN545,900 shares · 1.0% of their software · price −$792K$52.1M−$1.2M
- CadenceCDNS1,415,800 shares · 1.0% of their software · price −$7.1M$52.1M+$26.8M
- OracleORCL1,079,800 shares · 1.0% of their software · price −$1.7M$49.4M−$192M
- PTCPTC620,600 shares · 0.9% of their software · price +$10.7M$48.4M−$28.4M
- OktaOKTA1,208,700 shares · 0.9% of their software · price +$17.2M$48.2M+$28.2M
- WorkdayWDAY374,300 shares · 0.9% of their software · price +$9.5M$47.6MNew · +$38.1M
- TeradataTDC1,049,800 shares · 0.8% of their software · price +$1.3M$41.6M−$8.8M
- WEX Inc.WEX264,300 shares · 0.8% of their software · price +$4.1M$41.4M+$28.7M
- NetApp, Inc.NTAP630,500 shares · 0.7% of their software · price +$4.0M$38.9M−$79.1M
- HubSpotHUBS339,300 shares · 0.7% of their software · price +$6.8M$36.7M+$23.4M
- InterDigital, Inc.IDCC496,193 shares · 0.7% of their software · price −$1.3M$36.5MFlat
- TwilioTWLO895,800 shares · 0.7% of their software · price +$13.1M$34.2MNew · +$21.1M
- FactSetFDS166,500 shares · 0.6% of their software · price +$1.1M$33.2M+$2.2M
- Tucows Inc.TCX536,751 shares · 0.6% of their software · price −$7.5M$30.1M−$10.3M
- VaronisVRNS471,900 shares · 0.5% of their software · price +$5.6M$28.6M+$5.3M
- Radware Ltd.RDWR1,305,300 shares · 0.5% of their software · price +$2.5M$27.9M+$2.3M
- SS&CSSNC503,600 shares · 0.5% of their software · price +$6.6M$27.0MFlat
- WorkivaWK1,096,300 shares · 0.5% of their software · price +$2.5M$26.0M+$7.2M
- TrimbleTRMB648,944 shares · 0.4% of their software · price −$3.1M$23.3M+$2.6M
- Euronet Worldwide, Inc.EEFT292,645 shares · 0.4% of their software · price −$1.6M$23.1M−$25.8M
- Amdocs LimitedDOX303,500 shares · 0.4% of their software$20.3M−$37.8M
- BlackbaudBLKB197,597 shares · 0.4% of their software · price +$1.4M$20.1M+$14.2M
- Rapid7RPD783,500 shares · 0.4% of their software · price +$5.4M$20.0M+$6.8M
- AppFolioAPPF483,200 shares · 0.4% of their software$19.7MFlat
- NICENICE210,044 shares · 0.4% of their software$19.7MNew · +$19.3M
- Calix, Inc.CALX2,725,700 shares · 0.4% of their software · price +$2.5M$18.7M+$515K
- DescartesDSGX627,600 shares · 0.3% of their software$17.9M+$747K
- Strategy IncMSTR135,200 shares · 0.3% of their software$17.4M+$5.5M
- BroadridgeBR149,700 shares · 0.3% of their software · price +$2.9M$16.4M−$49.8M
- BlackLineBL396,800 shares · 0.3% of their software · price +$2.5M$15.6M+$7.1M
- The Trade DeskTTD285,900 shares · 0.3% of their software · price +$1.1M$14.2MNew · +$13.1M
- A10 Networks, Inc.ATEN2,188,700 shares · 0.2% of their software · price −$4.2M$12.7M−$4.7M
- AdobeADBE55,500 shares · 0.2% of their software · price +$2.3M$12.0M−$59.0M
- Ribbon Communications Inc.RBBN2,178,012 shares · 0.2% of their software · price −$5.7M$11.1M+$3.4M
- ACI WorldwideACIW460,533 shares · 0.2% of their software$10.9M+$8.3M
- Ooma, Inc.OOMA967,000 shares · 0.2% of their software · price −$1.0M$10.5M+$1.0M
- Q2QTWO220,200 shares · 0.2% of their software · price +$1.9M$10.0M+$6.3M
- eGain CorporationEGAN1,248,400 shares · 0.2% of their software · price +$3.4M$9.9M+$2.5M
- Lesaka Technologies, Inc.LSAK1,008,000 shares · 0.2% of their software · price −$2.4M$9.5M−$7.1M
- 8x8EGHT506,100 shares · 0.2% of their software$9.4M—
- SPS CommerceSPSC145,400 shares · 0.2% of their software · price +$2.3M$9.3M−$6.8M
- ShopifySHOP70,900 shares · 0.2% of their software · price +$1.7M$8.8MNew · +$7.2M
- Block, Inc.XYZ173,723 shares · 0.2% of their software · price +$2.5M$8.5M−$20.8M
- Simulations PlusSLP556,500 shares · 0.2% of their software · price −$751K$8.2M+$506K
- Tyler TechnologiesTYL35,500 shares · 0.1% of their software · price +$1.2M$7.5M+$3.8M
- AkamaiAKAM103,900 shares · 0.1% of their software · price +$617K$7.4MNew · +$6.8M
- EVERTEC, Inc.EVTC429,500 shares · 0.1% of their software · price +$1.2M$7.0M−$16.5M
- Alarm.com Holdings, Inc.ALRM162,100 shares · 0.1% of their software$6.1MFlat
- Allot Ltd.ALLT949,040 shares · 0.1% of their software$5.1M+$524K
- PegasystemsPEGA73,624 shares · 0.1% of their software · price +$994K$4.5M−$4.1M
- Agilysys, Inc.AGYS321,500 shares · 0.1% of their software$3.8MFlat
- PaylocityPCTY67,700 shares · 0.1% of their software$3.5M−$3.3M
- DHI Group, Inc.DHX1,829,300 shares · 0.1% of their software · price −$549K$2.9MFlat
- Digital TurbineAPPS1,422,400 shares · 0.1% of their software$2.9M+$853K
- Mitek Systems, Inc.MITK375,176 shares · 0.1% of their software · price −$582K$2.8MFlat
- PAR Technology CorporationPAR166,300 shares · 0.0% of their software · price +$788K$2.3M−$568K
- Paychex, Inc.PAYX34,900 shares · 0.0% of their software$2.1M−$17.2M
- GuidewireGWRE24,631 shares · 0.0% of their software$2.0M−$12.1M
- Materialise NVMTLS122,300 shares · 0.0% of their software$1.4M−$513K
- NetSol Technologies, Inc.NTWK278,700 shares · 0.0% of their software$1.3MFlat
- Daily Journal CorporationDJCO1,500 shares · 0.0% of their software$343KFlat
- MIND C.T.I. LtdMNDO140,504 shares · 0.0% of their software$311KFlat