Generalist · New York, NY
Renaissance Technologies
Q2 2019 · compared with Q1 2019
Filed as Renaissance Technologies LLC
- Software
- $7.4B
- Weight of 13F
- 6.5%
- Names
- 98
- Net bought
- −$288M
Filed 12 August 2019 · SEC filing.
3,496 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.VRSN7,688,276 shares · 21.7% of their software · price +$212M$1.6B+$64.9M
- Palo Alto NetworksPANW5,074,350 shares · 14.0% of their software · price −$199M$1.0B+$143M
- NetApp, Inc.NTAP6,688,840 shares · 5.6% of their software · price −$51.1M$413M−$10.2M
- F5, Inc.FFIV2,397,274 shares · 4.7% of their software · price −$27.1M$349M−$33.3M
- FortinetFTNT3,545,000 shares · 3.7% of their software · price −$25.3M$272M−$16.3M
- GoDaddyGDDY3,660,300 shares · 3.5% of their software · price −$18.4M$257M+$7.1M
- WixWIX1,637,300 shares · 3.1% of their software · price +$34.8M$233M−$24.2M
- OracleORCL2,970,032 shares · 2.3% of their software · price +$9.7M$169M+$154M
- DropboxDBX6,537,007 shares · 2.2% of their software · price +$21.2M$164M+$127M
- VeevaVEEV914,804 shares · 2.0% of their software · price +$32.2M$148M−$47.9M
- TeradataTDC3,892,700 shares · 1.9% of their software · price −$30.4M$140M−$7.2M
- Fiserv, Inc.FISV1,483,108 shares · 1.8% of their software · price +$4.3M$135M−$86.1M
- FactSetFDS465,800 shares · 1.8% of their software · price +$17.8M$133M−$31.2M
- OktaOKTA979,000 shares · 1.6% of their software · price +$39.9M$121M−$15.5M
- CadenceCDNS1,647,502 shares · 1.6% of their software · price +$12.0M$117MFlat
- Upbound Group, Inc.UPBD4,123,524 shares · 1.5% of their software · price +$23.8M$110M+$40.3M
- WorkivaWK1,767,400 shares · 1.4% of their software · price +$13.1M$103M+$6.7M
- ShopifySHOP320,599 shares · 1.3% of their software · price +$30.0M$96.2M−$82.6M
- MorningstarMORN643,770 shares · 1.3% of their software · price +$12.0M$93.1M−$6.6M
- CommvaultCVLT1,866,287 shares · 1.2% of their software · price −$28.2M$92.6MFlat
- InterDigital, Inc.IDCC1,236,967 shares · 1.1% of their software · price −$2.0M$79.7M+$8.1M
- SalesforceCRM476,319 shares · 1.0% of their software · price −$3.2M$72.3MNew · +$75.4M
- EVERTEC, Inc.EVTC2,199,001 shares · 1.0% of their software · price +$10.8M$71.9M−$1.7M
- HubSpotHUBS417,400 shares · 1.0% of their software · price +$1.8M$71.2M−$17.9M
- ServiceNowNOW254,000 shares · 0.9% of their software · price +$7.1M$69.7MNew · +$62.6M
- Roper Technologies, Inc.ROP186,500 shares · 0.9% of their software · price +$4.5M$68.3MNew · +$63.8M
- ProgressPRGS1,359,711 shares · 0.8% of their software · price −$1.0M$59.3M+$1.8M
- AkamaiAKAM718,600 shares · 0.8% of their software · price +$6.1M$57.6M−$2.3M
- ZscalerZS711,900 shares · 0.7% of their software · price +$4.1M$54.6M+$6.6M
- BlackBerry LimitedBB6,099,087 shares · 0.6% of their software · price −$16.0M$45.5M+$18.8M
- SPS CommerceSPSC428,930 shares · 0.6% of their software · price −$1.7M$43.8M−$5.3M
- The Trade DeskTTD190,400 shares · 0.6% of their software · price +$5.7M$43.4M−$53.2M
- MicrosoftMSFT310,584 shares · 0.6% of their software · price +$5.0M$41.6M−$214M
- RingCentralRNG345,100 shares · 0.5% of their software · price +$2.5M$39.7M−$10.1M
- VeriskVRSK255,800 shares · 0.5% of their software · price +$3.4M$37.5MNew · +$34.0M
- BoxBOX2,108,812 shares · 0.5% of their software · price −$3.6M$37.1M+$15.1M
- Five9FIVN722,500 shares · 0.5% of their software · price −$1.1M$37.1M−$38.8M
- QualysQLYS398,900 shares · 0.5% of their software · price +$1.7M$34.7M−$19.0M
- Radware Ltd.RDWR1,404,100 shares · 0.5% of their software · price −$2.0M$34.7M−$635K
- AppFolioAPPF327,894 shares · 0.5% of their software · price +$7.5M$33.5M−$9.6M
- YextYEXT1,612,500 shares · 0.4% of their software · price −$2.9M$32.4M−$713K
- OpenTextOTEX765,916 shares · 0.4% of their software · price +$2.1M$31.6M+$15.4M
- Tucows Inc.TCX513,451 shares · 0.4% of their software · price −$10.4M$31.3M+$578K
- Automatic Data Processing, Inc.ADP158,499 shares · 0.4% of their software · price +$886K$26.2MNew · +$25.3M
- NICENICE185,844 shares · 0.3% of their software · price +$2.7M$25.5M+$8.1M
- MongoDBMDB153,400 shares · 0.3% of their software · price +$778K$23.3M−$72.3M
- Amdocs LimitedDOX365,800 shares · 0.3% of their software · price +$2.9M$22.7M−$22.7M
- IntuitINTU84,748 shares · 0.3% of their software$22.1MNew · +$22.2M
- SynopsysSNPS156,734 shares · 0.3% of their software · price +$2.1M$20.2M−$22.3M
- Calix, Inc.CALX3,020,718 shares · 0.3% of their software · price −$3.4M$19.8MFlat
- AutodeskADSK113,368 shares · 0.2% of their software · price +$803K$18.5M−$27.3M
- DescartesDSGX494,800 shares · 0.2% of their software$18.3M−$775K
- SS&CSSNC311,600 shares · 0.2% of their software · price −$1.9M$18.0MNew · +$19.8M
- Simulations PlusSLP558,100 shares · 0.2% of their software · price +$4.2M$15.9M−$980K
- Manhattan AssociatesMANH221,260 shares · 0.2% of their software · price +$3.1M$15.3M−$3.3M
- A10 Networks, Inc.ATEN2,218,700 shares · 0.2% of their software · price −$599K$15.1M+$654K
- LiveRamp Holdings, Inc.RAMP302,078 shares · 0.2% of their software · price −$1.8M$14.6MNew · +$16.5M
- PaylocityPCTY148,900 shares · 0.2% of their software · price +$689K$14.0M+$8.5M
- NutanixNTNX508,696 shares · 0.2% of their software · price −$6.0M$13.2M−$6.3M
- Allot Ltd.ALLT1,789,725 shares · 0.2% of their software · price −$1.3M$12.9MFlat
- Agilysys, Inc.AGYS595,252 shares · 0.2% of their software$12.8MFlat
- StoneCo Ltd.STNE426,900 shares · 0.2% of their software · price −$4.9M$12.6MNew · +$17.5M
- eGain CorporationEGAN1,500,600 shares · 0.2% of their software · price −$3.5M$12.2M−$1.5M
- Ooma, Inc.OOMA1,072,603 shares · 0.2% of their software · price −$3.0M$11.2MFlat
- Alarm.com Holdings, Inc.ALRM208,329 shares · 0.2% of their software · price −$2.4M$11.1M−$6.0M
- PegasystemsPEGA150,124 shares · 0.1% of their software · price +$932K$10.7M−$4.4M
- Strategy IncMSTR72,400 shares · 0.1% of their software$10.4M−$3.3M
- DHI Group, Inc.DHX2,802,400 shares · 0.1% of their software · price +$3.2M$10.0M+$780K
- Ribbon Communications Inc.RBBN2,028,800 shares · 0.1% of their software · price −$527K$9.9MFlat
- Bandwidth Inc.BAND107,000 shares · 0.1% of their software · price +$862K$8.0M−$13.6M
- Rapid7RPD133,696 shares · 0.1% of their software · price +$967K$7.7M−$29.6M
- Check PointCHKP60,008 shares · 0.1% of their software · price −$653K$6.9M−$51.9M
- Fair IsaacFICO18,950 shares · 0.1% of their software · price +$803K$6.0MNew · +$5.1M
- Paysign, Inc.PAYS375,900 shares · 0.1% of their software · price +$2.0M$5.0MNew · +$3.0M
- Materialise NVMTLS256,400 shares · 0.1% of their software · price +$969K$5.0MFlat
- VaronisVRNS73,700 shares · 0.1% of their software$4.6M−$11.5M
- Endava plcDAVA100,900 shares · 0.1% of their software · price +$1.3M$4.1MNew · +$2.8M
- AppianAPPN98,300 shares · 0.0% of their software$3.5M−$4.7M
- DomoDOMO124,200 shares · 0.0% of their software$3.4MNew
- 8x8EGHT125,130 shares · 0.0% of their software$3.0MNew
- Lesaka Technologies, Inc.LSAK745,800 shares · 0.0% of their software$3.0MFlat
- NetSol Technologies, Inc.NTWK504,013 shares · 0.0% of their software$2.8MFlat
- ePlus inc.PLUS34,700 shares · 0.0% of their software · price −$680K$2.4M+$1.9M
- Mitek Systems, Inc.MITK235,576 shares · 0.0% of their software · price −$542K$2.3M+$2.7M
- i3 Verticals, Inc.IIIV59,200 shares · 0.0% of their software$1.7MNew · +$1.4M
- OneSpan Inc.OSPN109,669 shares · 0.0% of their software · price −$554K$1.6M+$532K
- International Money Express, Inc.IMXI103,600 shares · 0.0% of their software$1.5M+$815K
- Immersion CorporationIMMR155,713 shares · 0.0% of their software$1.2M+$920K
- Rimini Street, Inc.RMNI158,049 shares · 0.0% of their software$838KFlat
- Red Violet, Inc.RDVT66,114 shares · 0.0% of their software$820KFlat
- ElasticESTC5,500 shares · 0.0% of their software$411KNew · Flat
- Daily Journal CorporationDJCO1,500 shares · 0.0% of their software$357KFlat
- Block, Inc.XYZ4,400 shares · 0.0% of their software$319K−$86.2M
- Intellicheck, Inc.IDN30,304 shares · 0.0% of their software$175KNew · Flat
- MIND C.T.I. LtdMNDO75,754 shares · 0.0% of their software$169KFlat
- Xunlei LimitedXNET56,800 shares · 0.0% of their software$149KFlat
- ReposiTrak, Inc.TRAK18,000 shares · 0.0% of their software$96KNew · Flat
- Digital TurbineAPPS11,600 shares · 0.0% of their software$58KFlat