Generalist · New York, NY
Renaissance Technologies
Q3 2018 · compared with Q2 2018
Filed as Renaissance Technologies LLC
- Software
- $7.2B
- Weight of 13F
- 7.4%
- Names
- 93
- Net bought
- +$311M
Filed 13 November 2018 · SEC filing.
3,309 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.VRSN7,037,800 shares · 15.8% of their software · price +$160M$1.1B+$15.2M
- Palo Alto NetworksPANW4,651,200 shares · 14.7% of their software · price +$92.0M$1.0B+$42.1M
- F5, Inc.FFIV2,019,774 shares · 5.6% of their software · price +$54.5M$403M+$38.1M
- NetApp, Inc.NTAP3,910,776 shares · 4.7% of their software · price +$28.8M$336M+$258M
- FortinetFTNT3,360,800 shares · 4.3% of their software · price +$100M$310M−$89.9M
- GoDaddyGDDY3,642,200 shares · 4.2% of their software · price +$46.6M$304M−$10.4M
- WixWIX1,652,950 shares · 2.8% of their software · price +$32.1M$198M+$3.7M
- MicrosoftMSFT1,651,884 shares · 2.6% of their software · price +$26.0M$189MNew · +$163M
- ServiceNowNOW819,900 shares · 2.2% of their software · price +$19.0M$160M−$255M
- OracleORCL3,092,232 shares · 2.2% of their software · price +$23.2M$159M+$88.7M
- Automatic Data Processing, Inc.ADP1,041,937 shares · 2.2% of their software · price +$17.2M$157MNew · +$140M
- VeevaVEEV1,431,800 shares · 2.2% of their software · price +$45.8M$156M−$2.7M
- RingCentralRNG1,415,816 shares · 1.8% of their software · price +$32.1M$132M−$32.7M
- Five9FIVN2,628,700 shares · 1.6% of their software · price +$24.0M$115M+$2.2M
- CommvaultCVLT1,621,500 shares · 1.6% of their software · price +$6.7M$114M+$17.0M
- IntuitINTU482,448 shares · 1.5% of their software · price +$11.1M$110MNew · +$98.6M
- AutodeskADSK680,268 shares · 1.5% of their software · price +$17.0M$106MNew · +$89.2M
- TwilioTWLO1,212,900 shares · 1.5% of their software · price +$36.7M$105M+$17.8M
- SynopsysSNPS1,045,834 shares · 1.4% of their software · price +$13.6M$103M−$6.5M
- NutanixNTNX2,346,526 shares · 1.4% of their software · price −$20.8M$100M−$17.0M
- QualysQLYS1,058,600 shares · 1.3% of their software · price +$5.1M$94.3M−$36.2M
- OktaOKTA1,298,300 shares · 1.3% of their software · price +$26.0M$91.3M+$4.5M
- MorningstarMORN643,770 shares · 1.1% of their software · price −$1.5M$81.1M+$12.6M
- The Trade DeskTTD519,300 shares · 1.1% of their software · price +$29.7M$78.4M+$21.9M
- FactSetFDS313,750 shares · 1.0% of their software · price +$8.0M$70.2M+$29.2M
- CadenceCDNS1,545,600 shares · 1.0% of their software · price +$3.1M$70.0M+$5.6M
- BroadridgeBR523,700 shares · 1.0% of their software · price +$8.8M$69.1M+$43.0M
- CoStarCSGP158,998 shares · 0.9% of their software · price +$1.3M$66.9M−$20.9M
- BoxBOX2,712,700 shares · 0.9% of their software · price −$2.9M$64.9M−$22.1M
- Block, Inc.XYZ536,300 shares · 0.7% of their software · price +$20.0M$53.1M+$22.3M
- WorkivaWK1,275,300 shares · 0.7% of their software · price +$19.3M$50.4M+$4.4M
- HubSpotHUBS333,600 shares · 0.7% of their software · price +$8.5M$50.4M−$715K
- TeradataTDC1,318,510 shares · 0.7% of their software · price −$3.2M$49.7M+$10.8M
- YextYEXT2,078,686 shares · 0.7% of their software · price +$9.1M$49.3MNew · +$40.2M
- GuidewireGWRE466,400 shares · 0.7% of their software · price +$5.7M$47.1M+$39.2M
- AppFolioAPPF544,000 shares · 0.6% of their software · price +$9.4M$42.7M+$3.7M
- Rapid7RPD1,085,596 shares · 0.6% of their software · price +$9.4M$40.1M+$8.5M
- ProgressPRGS1,118,100 shares · 0.6% of their software · price −$3.9M$39.5M−$12.7M
- Radware Ltd.RDWR1,455,200 shares · 0.5% of their software · price +$1.7M$38.5M+$3.8M
- InterDigital, Inc.IDCC465,593 shares · 0.5% of their software$37.2M−$2.5M
- MongoDBMDB424,100 shares · 0.5% of their software · price +$13.5M$34.6MNew · +$21.0M
- WorkdayWDAY235,600 shares · 0.5% of their software · price +$5.9M$34.4M−$16.8M
- PaycomPAYC202,250 shares · 0.4% of their software · price +$11.4M$31.4MNew · +$20.0M
- EVERTEC, Inc.EVTC1,138,100 shares · 0.4% of their software · price +$2.6M$27.4M+$15.5M
- SPS CommerceSPSC251,533 shares · 0.3% of their software · price +$6.5M$25.0M+$7.8M
- BlackBerry LimitedBB2,152,080 shares · 0.3% of their software · price +$3.7M$24.5M−$42.6M
- Tucows Inc.TCX412,851 shares · 0.3% of their software · price −$2.0M$23.0M−$7.5M
- Calix, Inc.CALX2,710,900 shares · 0.3% of their software · price +$813K$22.0MFlat
- DescartesDSGX562,900 shares · 0.3% of their software · price +$788K$19.1M−$2.1M
- Ooma, Inc.OOMA1,111,303 shares · 0.3% of their software · price +$2.7M$18.4M+$2.0M
- PaylocityPCTY219,200 shares · 0.2% of their software · price +$4.7M$17.6M+$8.9M
- Bandwidth Inc.BAND314,234 shares · 0.2% of their software · price +$4.9M$16.8MNew · +$11.9M
- Amdocs LimitedDOX248,200 shares · 0.2% of their software$16.4M−$3.7M
- eGain CorporationEGAN1,958,700 shares · 0.2% of their software · price −$13.7M$15.9M+$10.7M
- WEX Inc.WEX66,800 shares · 0.2% of their software · price +$687K$13.4M−$37.6M
- Ribbon Communications Inc.RBBN1,934,012 shares · 0.2% of their software · price −$561K$13.2M−$1.7M
- OpenTextOTEX338,116 shares · 0.2% of their software · price +$964K$12.9MNew · +$11.9M
- A10 Networks, Inc.ATEN2,074,300 shares · 0.2% of their software$12.6M−$713K
- Simulations PlusSLP607,400 shares · 0.2% of their software · price −$1.2M$12.3M+$1.1M
- Q2QTWO169,900 shares · 0.1% of their software · price +$595K$10.3M−$2.9M
- Strategy IncMSTR70,300 shares · 0.1% of their software · price +$905K$9.9M−$8.3M
- Agilysys, Inc.AGYS560,052 shares · 0.1% of their software$9.1M+$3.7M
- Roper Technologies, Inc.ROP30,600 shares · 0.1% of their software · price +$621K$9.1MNew · +$8.4M
- Euronet Worldwide, Inc.EEFT89,745 shares · 0.1% of their software · price +$1.5M$9.0M−$17.0M
- Sabre CorporationSABR333,600 shares · 0.1% of their software$8.7MNew · +$8.2M
- Allot Ltd.ALLT1,346,236 shares · 0.1% of their software · price +$1.1M$8.3M+$2.1M
- NICENICE65,544 shares · 0.1% of their software · price +$701K$7.5M−$15.0M
- SoundThinking, Inc.SSTI116,000 shares · 0.1% of their software · price +$2.7M$7.1MNew · +$4.4M
- Manhattan AssociatesMANH127,760 shares · 0.1% of their software · price +$970K$7.0MNew · +$6.0M
- Paychex, Inc.PAYX93,801 shares · 0.1% of their software$6.9M+$4.0M
- BlackLineBL118,590 shares · 0.1% of their software · price +$1.5M$6.7M−$12.1M
- Lesaka Technologies, Inc.LSAK666,900 shares · 0.1% of their software · price −$720K$5.3M−$3.1M
- DHI Group, Inc.DHX2,273,300 shares · 0.1% of their software · price −$568K$4.8M+$1.0M
- OneSpan Inc.OSPN249,170 shares · 0.1% of their software$4.7MNew · +$4.9M
- VaronisVRNS44,200 shares · 0.0% of their software$3.2M−$31.9M
- Materialise NVMTLS228,000 shares · 0.0% of their software$3.1M+$1.4M
- PTCPTC28,300 shares · 0.0% of their software$3.0M−$55.6M
- PegasystemsPEGA43,024 shares · 0.0% of their software$2.7M−$1.7M
- TrimbleTRMB61,744 shares · 0.0% of their software · price +$656K$2.7M−$19.3M
- NetSol Technologies, Inc.NTWK403,422 shares · 0.0% of their software$2.7M+$692K
- Immersion CorporationIMMR249,213 shares · 0.0% of their software · price −$1.2M$2.6MNew · +$3.8M
- Check PointCHKP22,008 shares · 0.0% of their software$2.6M−$52.1M
- Fiserv, Inc.FISV23,708 shares · 0.0% of their software$2.0MNew · +$1.8M
- Asure Software, Inc.ASUR127,800 shares · 0.0% of their software$1.6MNew · +$2.0M
- Mitek Systems, Inc.MITK145,476 shares · 0.0% of their software$1.0M−$2.0M
- PAR Technology CorporationPAR38,900 shares · 0.0% of their software$864K−$2.3M
- ePlus inc.PLUS4,800 shares · 0.0% of their software$445KNew · Flat
- MIND C.T.I. LtdMNDO167,079 shares · 0.0% of their software$388KFlat
- Daily Journal CorporationDJCO1,500 shares · 0.0% of their software$362KFlat
- International Money Express, Inc.IMXI26,300 shares · 0.0% of their software$316KNew · Flat
- ZscalerZS6,855 shares · 0.0% of their software$280KNew · Flat
- Rimini Street, Inc.RMNI42,449 shares · 0.0% of their software$268KNew · Flat
- VirTra, Inc.VTSI21,202 shares · 0.0% of their software$113KNew · Flat