Generalist · New York, NY
Renaissance Technologies
Q1 2020 · compared with Q4 2019
Filed as Renaissance Technologies LLC
- Software
- $6.2B
- Weight of 13F
- 6.0%
- Names
- 96
- Net bought
- +$279M
Filed 14 May 2020 · SEC filing.
3,387 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.VRSN8,105,290 shares · 23.6% of their software · price −$102M$1.5B−$31.9M
- Palo Alto NetworksPANW5,419,351 shares · 14.4% of their software · price −$365M$889M−$56.2M
- FortinetFTNT6,064,388 shares · 9.9% of their software · price −$33.9M$614M+$33.5M
- ZoomZM2,777,540 shares · 6.6% of their software · price +$217M$406MNew · +$189M
- DropboxDBX19,196,526 shares · 5.6% of their software · price +$3.6M$347M+$28.6M
- F5, Inc.FFIV2,719,074 shares · 4.7% of their software · price −$89.8M$290M−$20.4M
- GoDaddyGDDY3,225,700 shares · 3.0% of their software · price −$34.9M$184M−$23.9M
- WixWIX1,484,100 shares · 2.4% of their software · price −$32.0M$150M−$11.3M
- NetApp, Inc.NTAP3,284,840 shares · 2.2% of their software · price −$67.5M$137M−$136M
- CommvaultCVLT2,230,687 shares · 1.5% of their software · price −$9.3M$90.3M−$12.1M
- MorningstarMORN717,570 shares · 1.3% of their software · price −$25.2M$83.4M+$5.2M
- ProgressPRGS2,398,590 shares · 1.2% of their software · price −$22.9M$76.8M+$23.5M
- InterDigital, Inc.IDCC1,598,767 shares · 1.2% of their software · price −$15.8M$71.4M+$14.6M
- AdobeADBE212,333 shares · 1.1% of their software · price −$2.5M$67.6M+$59.4M
- Upbound Group, Inc.UPBD4,187,124 shares · 1.0% of their software · price −$61.6M$59.2M−$5.8M
- EVERTEC, Inc.EVTC2,359,626 shares · 0.9% of their software · price −$26.7M$53.6MFlat
- ServiceNowNOW181,800 shares · 0.8% of their software · price +$774K$52.1MNew · +$51.3M
- SAPSAP461,600 shares · 0.8% of their software · price −$10.8M$51.0M+$55.4M
- WorkivaWK1,497,600 shares · 0.8% of their software · price −$14.6M$48.4M−$10.5M
- SPS CommerceSPSC995,263 shares · 0.7% of their software · price −$8.9M$46.3M+$12.4M
- Check PointCHKP432,008 shares · 0.7% of their software · price −$4.5M$43.4M−$7.0M
- SalesforceCRM295,171 shares · 0.7% of their software · price −$5.5M$42.5M+$551K
- Radware Ltd.RDWR1,882,239 shares · 0.6% of their software · price −$8.9M$39.7M+$2.3M
- Gen DigitalGEN2,042,538 shares · 0.6% of their software · price −$13.9M$38.2MNew · +$52.1M
- TeradataTDC1,723,787 shares · 0.6% of their software · price −$10.8M$35.3M−$21.6M
- The Trade DeskTTD182,158 shares · 0.6% of their software · price −$12.2M$35.2M+$33.3M
- SS&CSSNC728,600 shares · 0.5% of their software · price −$12.8M$31.9M+$33.3M
- ShopifySHOP75,700 shares · 0.5% of their software · price +$1.5M$31.6MNew · +$30.1M
- OpenTextOTEX893,600 shares · 0.5% of their software · price −$8.2M$31.2M−$24.7M
- CrowdStrikeCRWD554,138 shares · 0.5% of their software · price +$3.2M$30.9MNew · +$27.6M
- Manhattan AssociatesMANH606,680 shares · 0.5% of their software · price −$18.2M$30.2M−$6.9M
- AutodeskADSK192,368 shares · 0.5% of their software · price −$5.3M$30.0M+$24.1M
- PaycomPAYC135,150 shares · 0.4% of their software · price −$8.5M$27.3MNew · +$35.8M
- Block, Inc.XYZ519,000 shares · 0.4% of their software · price −$5.3M$27.2M+$13.6M
- OktaOKTA209,600 shares · 0.4% of their software · price +$1.4M$25.6MNew · +$24.2M
- VeevaVEEV147,011 shares · 0.4% of their software · price +$2.3M$23.0M−$71.5M
- DescartesDSGX662,219 shares · 0.4% of their software · price −$5.5M$22.8M+$10.3M
- Euronet Worldwide, Inc.EEFT264,545 shares · 0.4% of their software · price −$19.0M$22.7M+$25.2M
- Calix, Inc.CALX3,004,218 shares · 0.3% of their software · price −$2.8M$21.3M+$2.3M
- NICENICE138,444 shares · 0.3% of their software · price −$1.6M$19.9M+$13.7M
- DatadogDDOG547,700 shares · 0.3% of their software · price −$986K$19.7MNew · +$20.7M
- Tucows Inc.TCX408,251 shares · 0.3% of their software · price −$5.5M$19.7M−$1.3M
- Sabre CorporationSABR3,258,100 shares · 0.3% of their software · price −$53.8M$19.3MSplit
- Allot Ltd.ALLT1,996,355 shares · 0.3% of their software · price +$1.9M$18.9MFlat
- Five9FIVN246,606 shares · 0.3% of their software · price +$2.7M$18.9M−$1.3M
- CloudflareNET796,500 shares · 0.3% of their software · price +$5.1M$18.7MNew · +$13.6M
- QualysQLYS213,100 shares · 0.3% of their software · price +$771K$18.5M−$16.4M
- AkamaiAKAM188,194 shares · 0.3% of their software · price +$962K$17.2M+$5.1M
- BoxBOX1,165,912 shares · 0.3% of their software · price −$3.2M$16.4M−$4.0M
- A10 Networks, Inc.ATEN2,489,433 shares · 0.2% of their software · price −$1.6M$15.5M+$2.0M
- Amdocs LimitedDOX276,400 shares · 0.2% of their software · price −$4.8M$15.2M+$1.5M
- Lyft, Inc.LYFT537,698 shares · 0.2% of their software · price −$8.7M$14.4MNew · +$23.1M
- MongoDBMDB97,300 shares · 0.2% of their software$13.3MNew · +$12.8M
- Paychex, Inc.PAYX209,101 shares · 0.2% of their software · price −$4.6M$13.2MNew · +$17.8M
- Simulations PlusSLP351,700 shares · 0.2% of their software · price +$2.1M$12.3M−$2.6M
- Endava plcDAVA335,575 shares · 0.2% of their software · price −$3.8M$11.8M+$5.5M
- eGain CorporationEGAN1,579,121 shares · 0.2% of their software · price −$932K$11.6M+$817K
- Agilysys, Inc.AGYS660,649 shares · 0.2% of their software · price −$5.8M$11.0M+$2.6M
- Ooma, Inc.OOMA914,803 shares · 0.2% of their software · price −$1.2M$10.9M−$972K
- WorkdayWDAY79,300 shares · 0.2% of their software · price −$2.7M$10.3MNew · +$13.0M
- Paysign, Inc.PAYS1,885,450 shares · 0.2% of their software · price −$9.4M$9.7M−$3.8M
- PagerDutyPD501,200 shares · 0.1% of their software · price −$3.1M$8.7MNew · +$11.7M
- BlackbaudBLKB145,597 shares · 0.1% of their software · price −$3.5M$8.1M+$9.2M
- DHI Group, Inc.DHX3,017,900 shares · 0.1% of their software · price −$2.6M$6.5MFlat
- DocuSignDOCU65,700 shares · 0.1% of their software · price +$1.2M$6.1M+$2.3M
- CoStarCSGP9,900 shares · 0.1% of their software$5.8MNew · +$5.9M
- LiveRamp Holdings, Inc.RAMP160,478 shares · 0.1% of their software · price −$2.4M$5.3MNew · +$7.7M
- BlackLineBL91,500 shares · 0.1% of their software$4.8M−$6.1M
- TwilioTWLO52,795 shares · 0.1% of their software$4.7MNew · +$5.2M
- Ribbon Communications Inc.RBBN1,550,800 shares · 0.1% of their software$4.7M−$1.0M
- Strategy IncMSTR30,400 shares · 0.1% of their software · price −$746K$3.6M+$2.1M
- Materialise NVMTLS184,300 shares · 0.1% of their software$3.4MFlat
- Fair IsaacFICO9,750 shares · 0.0% of their software · price −$653K$3.0M−$10.3M
- AppianAPPN61,700 shares · 0.0% of their software$2.5M−$1.1M
- Mitek Systems, Inc.MITK304,181 shares · 0.0% of their software$2.4MFlat
- Digital TurbineAPPS538,700 shares · 0.0% of their software · price −$1.5M$2.3M+$2.2M
- Rimini Street, Inc.RMNI441,779 shares · 0.0% of their software$1.8MFlat
- PowerFleet, Inc.AIOT485,229 shares · 0.0% of their software · price −$1.5M$1.7M+$859K
- Lesaka Technologies, Inc.LSAK495,222 shares · 0.0% of their software$1.4MFlat
- i3 Verticals, Inc.IIIV74,400 shares · 0.0% of their software · price −$682K$1.4M+$1.7M
- NetSol Technologies, Inc.NTWK544,124 shares · 0.0% of their software · price −$816K$1.4MFlat
- DynatraceDT54,125 shares · 0.0% of their software$1.3MNew · +$1.4M
- Intellicheck, Inc.IDN351,596 shares · 0.0% of their software · price −$1.4M$1.2M+$1.8M
- Tyler TechnologiesTYL3,700 shares · 0.0% of their software$1.1MNew · +$1.1M
- PDF Solutions, Inc.PDFS86,100 shares · 0.0% of their software$1.0MNew · +$1.5M
- StoneCo Ltd.STNE28,500 shares · 0.0% of their software · price −$516K$620KNew · +$1.1M
- PAR Technology CorporationPAR46,200 shares · 0.0% of their software · price −$826K$594K+$747K
- ePlus inc.PLUS9,200 shares · 0.0% of their software$576K−$1.0M
- Red Violet, Inc.RDVT25,500 shares · 0.0% of their software$459KFlat
- Daily Journal CorporationDJCO1,900 shares · 0.0% of their software$434KFlat
- ReposiTrak, Inc.TRAK89,508 shares · 0.0% of their software$340KFlat
- PegasystemsPEGA3,424 shares · 0.0% of their software$244KNew · Flat
- International Money Express, Inc.IMXI13,615 shares · 0.0% of their software$124KNew · Flat
- MIND C.T.I. LtdMNDO60,500 shares · 0.0% of their software$105KFlat
- VirTra, Inc.VTSI23,289 shares · 0.0% of their software$52KNew · Flat
- Usio, Inc.USIO35,018 shares · 0.0% of their software$40KFlat