Generalist · New York, NY
Renaissance Technologies
Q4 2019 · compared with Q3 2019
Filed as Renaissance Technologies LLC
- Software
- $6.8B
- Weight of 13F
- 5.2%
- Names
- 88
- Net bought
- −$313M
Filed 13 February 2020 · SEC filing.
3,452 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.VRSN8,270,690 shares · 23.4% of their software · price +$33.5M$1.6BFlat
- Palo Alto NetworksPANW5,662,451 shares · 19.2% of their software · price +$155M$1.3B−$37.9M
- FortinetFTNT5,750,888 shares · 9.0% of their software · price +$173M$614M+$116M
- F5, Inc.FFIV2,865,374 shares · 5.9% of their software · price −$2.2M$400M+$79.9M
- NetApp, Inc.NTAP5,464,940 shares · 5.0% of their software · price +$53.2M$340M−$68.5M
- DropboxDBX17,599,516 shares · 4.6% of their software · price −$39.8M$315M+$125M
- GoDaddyGDDY3,578,000 shares · 3.6% of their software · price +$6.9M$243M+$35.0M
- WixWIX1,576,100 shares · 2.8% of their software · price +$8.9M$193M−$20.0M
- Upbound Group, Inc.UPBD4,386,724 shares · 1.9% of their software · price +$13.4M$127M−$1.3M
- CommvaultCVLT2,502,387 shares · 1.6% of their software$112M+$13.5M
- MorningstarMORN683,516 shares · 1.5% of their software · price +$3.5M$103M+$2.6M
- VeevaVEEV655,393 shares · 1.4% of their software · price −$7.9M$92.2M−$98.6M
- EVERTEC, Inc.EVTC2,345,326 shares · 1.2% of their software · price +$6.6M$79.8M−$2.8M
- ProgressPRGS1,832,517 shares · 1.1% of their software · price +$6.4M$76.1M+$10.6M
- WorkivaWK1,746,600 shares · 1.1% of their software · price −$3.1M$73.4M−$6.5M
- InterDigital, Inc.IDCC1,331,267 shares · 1.1% of their software · price +$2.7M$72.5M+$5.9M
- TeradataTDC2,529,193 shares · 1.0% of their software · price −$10.7M$67.7M−$18.1M
- OpenTextOTEX1,454,832 shares · 0.9% of their software · price +$4.7M$64.1M+$9.9M
- Manhattan AssociatesMANH692,980 shares · 0.8% of their software · price −$638K$55.3M+$26.7M
- Check PointCHKP495,183 shares · 0.8% of their software · price +$723K$54.9M+$45.3M
- SalesforceCRM291,781 shares · 0.7% of their software · price +$4.1M$47.5M−$51.2M
- Radware Ltd.RDWR1,794,054 shares · 0.7% of their software · price +$2.7M$46.3M+$5.2M
- OracleORCL868,732 shares · 0.7% of their software · price −$1.8M$46.0MNew · +$47.8M
- SPS CommerceSPSC772,263 shares · 0.6% of their software · price +$6.4M$42.8MFlat
- Roper Technologies, Inc.ROP98,102 shares · 0.5% of their software$34.8M+$18.3M
- QualysQLYS409,400 shares · 0.5% of their software · price +$3.2M$34.1M−$3.3M
- SynopsysSNPS215,934 shares · 0.4% of their software$30.1MFlat
- Tucows Inc.TCX429,451 shares · 0.4% of their software · price +$3.3M$26.5M−$2.7M
- RingCentralRNG155,800 shares · 0.4% of their software · price +$6.7M$26.3M−$8.4M
- PTCPTC336,700 shares · 0.4% of their software · price +$2.3M$25.2MNew · +$23.0M
- BoxBOX1,403,812 shares · 0.3% of their software$23.6M−$12.0M
- Paysign, Inc.PAYS2,255,119 shares · 0.3% of their software$22.9M+$1.0M
- Calix, Inc.CALX2,714,518 shares · 0.3% of their software · price +$4.4M$21.7M−$539K
- Block, Inc.XYZ300,900 shares · 0.3% of their software$18.8MNew · +$18.6M
- Amdocs LimitedDOX256,300 shares · 0.3% of their software · price +$1.6M$18.5M+$15.5M
- Sabre CorporationSABR806,015 shares · 0.3% of their software$18.1M+$16.8M
- DescartesDSGX421,700 shares · 0.3% of their software · price +$1.0M$18.0M−$6.4M
- Five9FIVN266,900 shares · 0.3% of their software · price +$3.2M$17.5M−$15.0M
- Allot Ltd.ALLT1,953,163 shares · 0.2% of their software · price +$859K$16.6M+$1.2M
- Euronet Worldwide, Inc.EEFT104,645 shares · 0.2% of their software · price +$1.2M$16.5M+$11.7M
- BroadridgeBR128,500 shares · 0.2% of their software$15.9M−$11.3M
- A10 Networks, Inc.ATEN2,205,000 shares · 0.2% of their software$15.1MFlat
- Agilysys, Inc.AGYS559,752 shares · 0.2% of their software$14.2MFlat
- The Trade DeskTTD53,900 shares · 0.2% of their software · price +$3.9M$14.0M−$7.8M
- Fair IsaacFICO37,150 shares · 0.2% of their software · price +$2.6M$13.9M+$10.9M
- Ooma, Inc.OOMA988,303 shares · 0.2% of their software · price +$2.8M$13.1MFlat
- Simulations PlusSLP441,800 shares · 0.2% of their software · price −$2.5M$12.8M−$2.1M
- CadenceCDNS179,094 shares · 0.2% of their software · price +$587K$12.4M−$47.6M
- eGain CorporationEGAN1,475,921 shares · 0.2% of their software$11.7MFlat
- SS&CSSNC185,600 shares · 0.2% of their software · price +$1.8M$11.4MNew · +$9.6M
- AutodeskADSK61,198 shares · 0.2% of their software · price +$2.2M$11.2MNew · +$9.0M
- AkamaiAKAM128,800 shares · 0.2% of their software · price −$644K$11.1M+$8.7M
- BlackLineBL209,700 shares · 0.2% of their software · price +$786K$10.8M+$4.0M
- AdobeADBE32,233 shares · 0.2% of their software · price +$1.7M$10.6M−$6.0M
- Endava plcDAVA218,063 shares · 0.1% of their software · price +$1.9M$10.2M+$2.9M
- DHI Group, Inc.DHX3,004,400 shares · 0.1% of their software · price −$2.5M$9.0MFlat
- NICENICE50,263 shares · 0.1% of their software · price +$570K$7.8M+$3.1M
- TenableTENB271,900 shares · 0.1% of their software$6.5M+$4.1M
- SAPSAP48,481 shares · 0.1% of their software · price +$782K$6.5MNew · +$5.7M
- Ribbon Communications Inc.RBBN1,879,600 shares · 0.1% of their software · price −$5.2M$5.8M−$1.2M
- Q2QTWO63,000 shares · 0.1% of their software$5.1M−$5.8M
- FactSetFDS15,800 shares · 0.1% of their software$4.2M−$73.3M
- Materialise NVMTLS200,800 shares · 0.1% of their software$3.7M−$641K
- AppianAPPN90,900 shares · 0.1% of their software · price −$844K$3.5M−$3.3M
- DocuSignDOCU34,000 shares · 0.0% of their software$2.5M−$40.3M
- Mitek Systems, Inc.MITK324,176 shares · 0.0% of their software · price −$648K$2.5M+$2.1M
- BlackbaudBLKB30,197 shares · 0.0% of their software$2.4MNew · +$2.7M
- PowerFleet, Inc.AIOT353,310 shares · 0.0% of their software$2.3MNew · +$1.9M
- Strategy IncMSTR15,885 shares · 0.0% of their software$2.3M−$1.4M
- NetSol Technologies, Inc.NTWK540,444 shares · 0.0% of their software · price −$886K$2.2MFlat
- Lesaka Technologies, Inc.LSAK555,722 shares · 0.0% of their software$2.1MFlat
- ePlus inc.PLUS21,100 shares · 0.0% of their software$1.8M−$2.0M
- Digital TurbineAPPS230,964 shares · 0.0% of their software$1.6MFlat
- Rimini Street, Inc.RMNI398,067 shares · 0.0% of their software$1.5MFlat
- Intellicheck, Inc.IDN113,759 shares · 0.0% of their software$852KFlat
- Red Violet, Inc.RDVT43,400 shares · 0.0% of their software$803KFlat
- TrimbleTRMB16,500 shares · 0.0% of their software$688KNew · +$640K
- PAR Technology CorporationPAR21,900 shares · 0.0% of their software$673KNew · +$521K
- Daily Journal CorporationDJCO1,900 shares · 0.0% of their software$552KFlat
- BlackBerry LimitedBB84,700 shares · 0.0% of their software$544K−$18.9M
- SoundThinking, Inc.SSTI18,500 shares · 0.0% of their software$472KFlat
- i3 Verticals, Inc.IIIV15,300 shares · 0.0% of their software$432KNew · Flat
- ReposiTrak, Inc.TRAK71,608 shares · 0.0% of their software$362KFlat
- Donnelley Financial Solutions, Inc.DFIN32,500 shares · 0.0% of their software$340KNew · Flat
- YextYEXT18,146 shares · 0.0% of their software$262K−$19.8M
- MIND C.T.I. LtdMNDO101,932 shares · 0.0% of their software$246KFlat
- AI Financial CorporationAIFC32,869 shares · 0.0% of their software$97KFlat
- Usio, Inc.USIO30,699 shares · 0.0% of their software$48KFlat