Generalist · New York, NY
Renaissance Technologies
Q4 2018 · compared with Q3 2018
Filed as Renaissance Technologies LLC
- Software
- $5.7B
- Weight of 13F
- 6.2%
- Names
- 95
- Net bought
- −$381M
Filed 13 February 2019 · SEC filing.
3,329 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.VRSN7,031,000 shares · 18.3% of their software · price −$83.2M$1.0BFlat
- Palo Alto NetworksPANW4,304,450 shares · 14.2% of their software · price −$159M$811M−$78.1M
- F5, Inc.FFIV2,474,474 shares · 7.0% of their software · price −$92.5M$401M+$90.7M
- NetApp, Inc.NTAP6,367,740 shares · 6.7% of their software · price −$167M$380M+$211M
- GoDaddyGDDY3,770,000 shares · 4.3% of their software · price −$67.0M$247M+$10.7M
- FortinetFTNT2,677,100 shares · 3.3% of their software · price −$58.5M$189M−$63.1M
- WixWIX1,739,700 shares · 2.8% of their software · price −$51.1M$157M+$10.4M
- TwilioTWLO1,694,000 shares · 2.7% of their software · price +$5.1M$151M+$41.5M
- CommvaultCVLT1,736,587 shares · 1.8% of their software · price −$18.9M$103M+$8.1M
- CadenceCDNS2,286,102 shares · 1.7% of their software · price −$4.2M$99.4M+$33.6M
- FactSetFDS493,900 shares · 1.7% of their software · price −$11.6M$98.8M+$40.3M
- Five9FIVN2,218,600 shares · 1.7% of their software$97.0M−$17.9M
- VeevaVEEV1,043,704 shares · 1.6% of their software · price −$20.4M$93.2M−$42.3M
- Block, Inc.XYZ1,542,800 shares · 1.5% of their software · price −$66.2M$86.5M+$99.7M
- MorningstarMORN691,570 shares · 1.3% of their software · price −$11.1M$76.0M+$6.0M
- TeradataTDC1,910,618 shares · 1.3% of their software · price +$1.2M$73.3M+$22.3M
- OktaOKTA1,116,000 shares · 1.3% of their software · price −$7.3M$71.2M−$12.8M
- Automatic Data Processing, Inc.ADP508,500 shares · 1.2% of their software · price −$9.9M$66.7M−$80.4M
- QualysQLYS879,000 shares · 1.2% of their software · price −$12.6M$65.7M−$16.0M
- WEX Inc.WEX401,600 shares · 1.0% of their software · price −$24.4M$56.2M+$67.2M
- RingCentralRNG643,816 shares · 0.9% of their software · price −$6.8M$53.1M−$71.8M
- SynopsysSNPS627,784 shares · 0.9% of their software · price −$9.0M$52.9M−$41.2M
- EVERTEC, Inc.EVTC1,842,401 shares · 0.9% of their software · price +$8.5M$52.9M+$17.0M
- NutanixNTNX1,235,226 shares · 0.9% of their software · price −$1.4M$51.4M−$47.5M
- Check PointCHKP496,808 shares · 0.9% of their software · price −$7.5M$51.0M+$55.9M
- WorkivaWK1,337,400 shares · 0.8% of their software · price −$4.8M$48.0M+$2.5M
- WorkdayWDAY289,300 shares · 0.8% of their software · price +$4.0M$46.2M+$7.8M
- InterDigital, Inc.IDCC659,907 shares · 0.8% of their software · price −$9.0M$43.8M+$15.5M
- The Trade DeskTTD363,900 shares · 0.7% of their software · price −$12.7M$42.2M−$23.5M
- ProgressPRGS1,164,558 shares · 0.7% of their software$41.3M+$1.6M
- YextYEXT2,681,900 shares · 0.7% of their software · price −$23.7M$39.8M+$14.3M
- Paychex, Inc.PAYX578,001 shares · 0.7% of their software · price −$4.9M$37.7M+$35.7M
- SPS CommerceSPSC442,278 shares · 0.6% of their software · price −$7.5M$36.4M+$18.9M
- GuidewireGWRE423,300 shares · 0.6% of their software · price −$8.8M$34.0M−$4.4M
- BroadridgeBR343,500 shares · 0.6% of their software · price −$12.3M$33.1M−$23.8M
- Radware Ltd.RDWR1,396,900 shares · 0.6% of their software · price −$5.3M$31.7M−$1.5M
- HubSpotHUBS251,100 shares · 0.6% of their software · price −$6.3M$31.6M−$12.5M
- AppFolioAPPF511,516 shares · 0.5% of their software · price −$9.8M$30.3M−$2.5M
- Calix, Inc.CALX2,905,918 shares · 0.5% of their software · price +$4.8M$28.3M+$1.6M
- PTCPTC340,500 shares · 0.5% of their software · price −$7.9M$28.2M+$33.2M
- Euronet Worldwide, Inc.EEFT273,545 shares · 0.5% of their software · price +$591K$28.0M+$18.4M
- MongoDBMDB320,600 shares · 0.5% of their software · price +$702K$26.8M−$8.4M
- BoxBOX1,584,412 shares · 0.5% of their software · price −$11.1M$26.7M−$27.0M
- Tucows Inc.TCX437,051 shares · 0.5% of their software · price +$1.9M$26.2M+$1.3M
- Rapid7RPD821,800 shares · 0.4% of their software · price −$4.7M$25.6M−$9.7M
- SAPSAP224,567 shares · 0.4% of their software · price −$5.3M$22.4MNew · +$27.6M
- CoStarCSGP58,898 shares · 0.3% of their software · price −$4.9M$19.9M−$42.1M
- Amdocs LimitedDOX313,600 shares · 0.3% of their software · price −$2.3M$18.4M+$4.3M
- DescartesDSGX693,200 shares · 0.3% of their software · price −$5.2M$18.3M+$4.4M
- AutodeskADSK130,568 shares · 0.3% of their software · price −$3.6M$16.8M−$85.8M
- Bandwidth Inc.BAND383,600 shares · 0.3% of their software · price −$4.9M$15.6M+$3.7M
- Ooma, Inc.OOMA1,122,003 shares · 0.3% of their software · price −$3.1M$15.6MFlat
- VaronisVRNS270,900 shares · 0.3% of their software · price −$5.5M$14.3M+$16.6M
- OpenTextOTEX430,716 shares · 0.2% of their software · price −$2.3M$14.1M+$3.5M
- AdobeADBE60,715 shares · 0.2% of their software · price −$2.7M$13.7MNew · +$16.4M
- A10 Networks, Inc.ATEN2,175,400 shares · 0.2% of their software$13.6M+$615K
- Roper Technologies, Inc.ROP50,300 shares · 0.2% of their software · price −$1.5M$13.4M+$5.8M
- ServiceNowNOW75,200 shares · 0.2% of their software · price −$1.3M$13.4M−$146M
- Manhattan AssociatesMANH312,860 shares · 0.2% of their software · price −$3.8M$13.3M+$10.1M
- Simulations PlusSLP616,300 shares · 0.2% of their software$12.3MFlat
- BlackBerry LimitedBB1,671,300 shares · 0.2% of their software · price −$7.1M$11.9M−$5.5M
- eGain CorporationEGAN1,737,600 shares · 0.2% of their software · price −$2.7M$11.4M−$1.8M
- OracleORCL218,100 shares · 0.2% of their software · price −$1.4M$9.8M−$148M
- Ribbon Communications Inc.RBBN2,005,812 shares · 0.2% of their software · price −$4.0M$9.7MFlat
- Allot Ltd.ALLT1,510,646 shares · 0.2% of their software$9.2M+$1.0M
- ZscalerZS218,500 shares · 0.2% of their software$8.6M+$8.6M
- PaylocityPCTY140,700 shares · 0.1% of their software · price −$2.8M$8.5M−$6.3M
- Agilysys, Inc.AGYS574,000 shares · 0.1% of their software · price −$1.1M$8.2MFlat
- AkamaiAKAM121,800 shares · 0.1% of their software · price −$1.5M$7.4MNew · +$8.9M
- Tyler TechnologiesTYL32,542 shares · 0.1% of their software · price −$1.9M$6.0MNew · +$8.0M
- BlackLineBL114,501 shares · 0.1% of their software · price −$1.8M$4.7MFlat
- Lesaka Technologies, Inc.LSAK930,590 shares · 0.1% of their software · price −$3.1M$4.4M+$2.1M
- Strategy IncMSTR33,100 shares · 0.1% of their software$4.2M−$5.2M
- TrimbleTRMB127,144 shares · 0.1% of their software · price −$1.3M$4.2M+$2.8M
- Materialise NVMTLS201,500 shares · 0.1% of their software · price +$1.3M$4.0MFlat
- OneSpan Inc.OSPN302,470 shares · 0.1% of their software · price −$1.8M$3.9M+$1.0M
- DHI Group, Inc.DHX2,336,000 shares · 0.1% of their software · price −$1.4M$3.6MFlat
- LiveRamp Holdings, Inc.RAMP89,700 shares · 0.1% of their software · price −$967K$3.5MNew · +$4.4M
- NetSol Technologies, Inc.NTWK542,220 shares · 0.1% of their software$3.3M+$916K
- SoundThinking, Inc.SSTI103,400 shares · 0.1% of their software · price −$3.1M$3.2M−$772K
- ePlus inc.PLUS37,600 shares · 0.0% of their software · price −$810K$2.7M+$3.0M
- Immersion CorporationIMMR261,913 shares · 0.0% of their software$2.3MFlat
- BlackbaudBLKB36,397 shares · 0.0% of their software · price −$1.4M$2.3MNew · +$3.7M
- VeriskVRSK10,800 shares · 0.0% of their software$1.2MNew · +$1.3M
- ACI WorldwideACIW37,434 shares · 0.0% of their software$1.0MNew · +$1.1M
- NICENICE8,844 shares · 0.0% of their software$957K−$6.5M
- Xunlei LimitedXNET247,300 shares · 0.0% of their software · price −$955K$841KNew · +$1.8M
- ShopifySHOP5,800 shares · 0.0% of their software$803KNew · +$954K
- Fiserv, Inc.FISV7,400 shares · 0.0% of their software$544K−$1.3M
- Rimini Street, Inc.RMNI71,349 shares · 0.0% of their software$367KFlat
- Daily Journal CorporationDJCO1,500 shares · 0.0% of their software$351KFlat
- Asure Software, Inc.ASUR48,300 shares · 0.0% of their software$245K−$987K
- MIND C.T.I. LtdMNDO97,240 shares · 0.0% of their software$222KFlat
- PDF Solutions, Inc.PDFS19,700 shares · 0.0% of their software$166KNew · Flat
- Red Violet, Inc.RDVT10,000 shares · 0.0% of their software$67KNew · Flat