Generalist · New York, NY
Renaissance Technologies
Q1 2019 · compared with Q4 2018
Filed as Renaissance Technologies LLC
- Software
- $7.6B
- Weight of 13F
- 6.9%
- Names
- 92
- Net bought
- +$512M
Filed 14 May 2019 · SEC filing.
3,398 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.VRSN7,330,876 shares · 17.5% of their software · price +$244M$1.3B+$44.5M
- Palo Alto NetworksPANW4,484,150 shares · 14.4% of their software · price +$245M$1.1B+$33.8M
- NetApp, Inc.NTAP6,835,540 shares · 6.2% of their software · price +$66.1M$474M+$27.9M
- F5, Inc.FFIV2,609,774 shares · 5.4% of their software · price −$13.3M$410M+$21.9M
- FortinetFTNT3,738,700 shares · 4.1% of their software · price +$50.6M$314M+$74.8M
- GoDaddyGDDY3,565,400 shares · 3.5% of their software · price +$34.1M$268M−$13.4M
- MicrosoftMSFT2,122,784 shares · 3.3% of their software · price +$34.7M$250MNew · +$216M
- WixWIX1,837,700 shares · 2.9% of their software · price +$56.0M$222M+$8.9M
- Fiserv, Inc.FISV2,458,508 shares · 2.9% of their software · price +$36.4M$217M+$180M
- TeradataTDC4,058,100 shares · 2.3% of their software · price +$21.5M$177M+$82.4M
- VeevaVEEV1,292,304 shares · 2.2% of their software · price +$48.5M$164M+$22.2M
- ShopifySHOP720,600 shares · 2.0% of their software · price +$49.1M$149M+$99.0M
- FactSetFDS591,600 shares · 1.9% of their software · price +$28.5M$147M+$19.6M
- CommvaultCVLT1,860,087 shares · 1.6% of their software · price +$10.5M$120M+$7.3M
- CadenceCDNS1,638,202 shares · 1.4% of their software · price +$32.8M$104M−$28.2M
- OktaOKTA1,166,900 shares · 1.3% of their software · price +$22.1M$96.5M+$3.2M
- MongoDBMDB645,100 shares · 1.2% of their software · price +$40.8M$94.8M+$27.2M
- The Trade DeskTTD459,200 shares · 1.2% of their software · price +$37.6M$90.9M+$11.1M
- MorningstarMORN696,270 shares · 1.2% of their software · price +$11.2M$87.7MFlat
- HubSpotHUBS525,000 shares · 1.1% of their software · price +$21.3M$87.3M+$34.4M
- Block, Inc.XYZ1,154,900 shares · 1.1% of their software · price +$21.7M$86.5M−$21.8M
- WorkivaWK1,634,402 shares · 1.1% of their software · price +$24.2M$82.9M+$10.7M
- WorkdayWDAY406,200 shares · 1.0% of their software · price +$13.5M$78.3M+$18.7M
- Five9FIVN1,457,400 shares · 1.0% of their software · price +$13.3M$77.0M−$33.3M
- InterDigital, Inc.IDCC1,114,267 shares · 1.0% of their software · price −$501K$73.5M+$30.2M
- EVERTEC, Inc.EVTC2,261,301 shares · 0.8% of their software · price −$2.0M$62.9M+$12.0M
- Check PointCHKP470,108 shares · 0.8% of their software · price +$11.2M$59.5M−$2.7M
- ProgressPRGS1,319,526 shares · 0.8% of their software · price +$11.7M$58.5M+$5.5M
- AkamaiAKAM750,300 shares · 0.7% of their software · price +$8.0M$53.8M+$38.4M
- QualysQLYS628,900 shares · 0.7% of their software · price +$5.0M$52.0M−$18.7M
- SPS CommerceSPSC479,130 shares · 0.7% of their software · price +$11.3M$50.8M+$3.0M
- RingCentralRNG438,700 shares · 0.6% of their software · price +$11.1M$47.3M−$16.9M
- Upbound Group, Inc.UPBD2,191,524 shares · 0.6% of their software · price +$10.3M$45.7MNew · +$35.5M
- AutodeskADSK288,268 shares · 0.6% of their software · price +$7.8M$44.9M+$20.3M
- ZscalerZS619,300 shares · 0.6% of their software · price +$19.6M$43.9M+$15.7M
- BlackBerry LimitedBB4,239,043 shares · 0.6% of their software · price +$12.6M$42.8M+$18.3M
- Amdocs LimitedDOX785,100 shares · 0.6% of their software · price −$3.5M$42.5M+$27.6M
- Tucows Inc.TCX506,333 shares · 0.5% of their software · price +$10.7M$41.1M+$4.2M
- SynopsysSNPS350,334 shares · 0.5% of their software · price +$10.8M$40.3M−$23.4M
- Euronet Worldwide, Inc.EEFT271,245 shares · 0.5% of their software · price +$10.9M$38.7MFlat
- Radware Ltd.RDWR1,428,400 shares · 0.5% of their software · price +$4.9M$37.3M+$715K
- Rapid7RPD717,698 shares · 0.5% of their software · price +$14.0M$36.3M−$3.2M
- YextYEXT1,645,100 shares · 0.5% of their software · price +$11.5M$36.0M−$15.4M
- AppFolioAPPF448,594 shares · 0.5% of their software · price +$9.1M$35.6M−$3.7M
- BoxBOX1,326,512 shares · 0.3% of their software · price +$3.2M$25.6M−$4.4M
- NutanixNTNX675,226 shares · 0.3% of their software · price −$2.6M$25.5M−$23.3M
- Calix, Inc.CALX2,982,818 shares · 0.3% of their software · price −$6.1M$23.0M+$750K
- Bandwidth Inc.BAND309,900 shares · 0.3% of their software · price +$8.1M$20.8M−$3.0M
- Alarm.com Holdings, Inc.ALRM300,452 shares · 0.3% of their software · price +$3.9M$19.5MNew · +$15.6M
- DescartesDSGX516,100 shares · 0.2% of their software · price +$5.1M$18.8M−$4.7M
- eGain CorporationEGAN1,648,400 shares · 0.2% of their software · price +$6.4M$17.2M−$586K
- ACI WorldwideACIW483,933 shares · 0.2% of their software · price +$2.5M$15.9M+$12.4M
- VaronisVRNS266,000 shares · 0.2% of their software · price +$1.8M$15.9MFlat
- Manhattan AssociatesMANH281,360 shares · 0.2% of their software · price +$3.6M$15.5M−$1.3M
- DropboxDBX698,406 shares · 0.2% of their software · price +$957K$15.2MNew · +$14.3M
- A10 Networks, Inc.ATEN2,126,500 shares · 0.2% of their software · price +$1.8M$15.1MFlat
- NICENICE119,644 shares · 0.2% of their software · price +$1.7M$14.7M+$12.0M
- Ooma, Inc.OOMA1,107,003 shares · 0.2% of their software · price −$708K$14.7MFlat
- Allot Ltd.ALLT1,820,008 shares · 0.2% of their software · price +$3.4M$14.5M+$1.9M
- PegasystemsPEGA218,029 shares · 0.2% of their software · price +$3.7M$14.2MNew · +$10.4M
- OpenTextOTEX364,700 shares · 0.2% of their software · price +$2.1M$14.0M−$2.2M
- Strategy IncMSTR95,200 shares · 0.2% of their software · price +$1.6M$13.7M+$7.9M
- PaycomPAYC69,950 shares · 0.2% of their software · price +$4.7M$13.2MNew · +$8.6M
- Agilysys, Inc.AGYS615,752 shares · 0.2% of their software · price +$4.2M$13.0M+$599K
- Simulations PlusSLP604,500 shares · 0.2% of their software · price +$731K$12.8MFlat
- Ribbon Communications Inc.RBBN2,034,912 shares · 0.1% of their software · price +$672K$10.5MFlat
- WEX Inc.WEX43,600 shares · 0.1% of their software · price +$2.3M$8.4M−$50.1M
- AppianAPPN236,100 shares · 0.1% of their software · price +$1.8M$8.1MNew · +$6.3M
- DHI Group, Inc.DHX2,481,400 shares · 0.1% of their software · price +$2.3M$6.0MFlat
- OracleORCL97,300 shares · 0.1% of their software · price +$833K$5.2M−$5.5M
- Tyler TechnologiesTYL23,900 shares · 0.1% of their software$4.9M−$1.6M
- PaylocityPCTY53,800 shares · 0.1% of their software · price +$1.6M$4.8M−$5.2M
- CoStarCSGP9,864 shares · 0.1% of their software · price +$1.3M$4.6M−$16.5M
- Materialise NVMTLS275,800 shares · 0.1% of their software · price −$1.2M$4.3M+$1.5M
- NetSol Technologies, Inc.NTWK489,020 shares · 0.0% of their software$3.2MFlat
- Lesaka Technologies, Inc.LSAK871,400 shares · 0.0% of their software · price −$959K$3.1MFlat
- BlackbaudBLKB34,997 shares · 0.0% of their software · price +$589K$2.8MFlat
- OneSpan Inc.OSPN82,000 shares · 0.0% of their software · price +$514K$1.6M−$2.9M
- ePlus inc.PLUS12,900 shares · 0.0% of their software$1.1M−$1.8M
- BroadridgeBR10,100 shares · 0.0% of their software$1.0M−$32.1M
- Veritone, Inc.VERI175,000 shares · 0.0% of their software$910KNew · +$665K
- SoundThinking, Inc.SSTI16,500 shares · 0.0% of their software$637K−$2.7M
- Xunlei LimitedXNET115,800 shares · 0.0% of their software$424KFlat
- Donnelley Financial Solutions, Inc.DFIN27,000 shares · 0.0% of their software$402KNew · Flat
- Immersion CorporationIMMR46,600 shares · 0.0% of their software$393K−$1.9M
- International Money Express, Inc.IMXI33,700 shares · 0.0% of their software$393KNew · Flat
- Rimini Street, Inc.RMNI77,149 shares · 0.0% of their software$386KFlat
- Digital TurbineAPPS105,800 shares · 0.0% of their software$370KNew · Flat
- Daily Journal CorporationDJCO1,500 shares · 0.0% of their software$321KFlat
- MIND C.T.I. LtdMNDO102,600 shares · 0.0% of their software$220KFlat
- Mitek Systems, Inc.MITK17,069 shares · 0.0% of their software$209KNew · Flat
- Red Violet, Inc.RDVT20,500 shares · 0.0% of their software$138KFlat