Generalist · New York, NY
Renaissance Technologies
Q2 2020 · compared with Q1 2020
Filed as Renaissance Technologies LLC
- Software
- $10.9B
- Weight of 13F
- 9.4%
- Names
- 107
- Net bought
- +$1.6B
Filed 13 August 2020 · SEC filing.
3,368 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
- ZoomZM7,256,035 shares · 16.8% of their software · price +$779M$1.8B+$654M
- VeriSign, Inc.VRSN7,310,690 shares · 13.8% of their software · price +$195M$1.5B−$143M
- Palo Alto NetworksPANW4,990,252 shares · 10.5% of their software · price +$328M$1.1B−$70.4M
- FortinetFTNT5,973,687 shares · 7.5% of their software · price +$216M$820M−$9.2M
- DropboxDBX22,225,426 shares · 4.4% of their software · price +$81.6M$484M+$54.8M
- F5, Inc.FFIV3,136,774 shares · 4.0% of their software · price +$103M$438M+$44.5M
- WixWIX1,169,900 shares · 2.7% of their software · price +$182M$300M−$31.7M
- CrowdStrikeCRWD2,356,438 shares · 2.2% of their software · price +$105M$236M+$100M
- GoDaddyGDDY3,123,100 shares · 2.1% of their software · price +$50.7M$229M−$5.9M
- DatadogDDOG2,349,100 shares · 1.9% of their software · price +$120M$204M+$64.8M
- Gen DigitalGEN9,907,138 shares · 1.8% of their software · price +$11.1M$196M+$147M
- Uber Technologies, Inc.UBER6,030,316 shares · 1.7% of their software · price +$19.1M$187MNew · +$168M
- TwilioTWLO710,595 shares · 1.4% of their software · price +$92.3M$156M+$58.9M
- ServiceNowNOW371,300 shares · 1.4% of their software · price +$44.0M$150M+$54.3M
- ShopifySHOP151,900 shares · 1.3% of their software · price +$80.9M$144M+$31.8M
- OktaOKTA714,300 shares · 1.3% of their software · price +$55.7M$143M+$61.7M
- NetApp, Inc.NTAP3,163,172 shares · 1.3% of their software · price +$8.5M$140M−$5.1M
- Lyft, Inc.LYFT4,051,969 shares · 1.2% of their software · price +$25.0M$134M+$94.4M
- Check PointCHKP1,202,509 shares · 1.2% of their software · price +$8.3M$129M+$77.5M
- Fiserv, Inc.FISV1,156,427 shares · 1.0% of their software · price +$3.0M$113MNew · +$110M
- Block, Inc.XYZ1,045,200 shares · 1.0% of their software · price +$54.9M$110M+$27.6M
- CommvaultCVLT2,788,887 shares · 1.0% of their software · price −$5.0M$108M+$22.6M
- MorningstarMORN759,470 shares · 1.0% of their software · price +$18.8M$107M+$4.9M
- AutodeskADSK423,868 shares · 0.9% of their software · price +$35.2M$101M+$36.1M
- Upbound Group, Inc.UPBD3,615,224 shares · 0.9% of their software · price +$49.5M$101M−$8.1M
- ProgressPRGS2,570,190 shares · 0.9% of their software · price +$17.3M$99.6M+$5.5M
- InterDigital, Inc.IDCC1,531,567 shares · 0.8% of their software · price +$18.4M$86.7M−$3.0M
- WorkivaWK1,487,300 shares · 0.7% of their software · price +$31.5M$79.6MFlat
- WorkdayWDAY404,700 shares · 0.7% of their software · price +$23.1M$75.8M+$42.4M
- SPS CommerceSPSC968,263 shares · 0.7% of their software · price +$27.7M$72.7M−$1.3M
- EVERTEC, Inc.EVTC2,242,587 shares · 0.6% of their software · price +$12.0M$63.0M−$2.7M
- BoxBOX2,704,212 shares · 0.5% of their software · price +$18.2M$56.1M+$21.6M
- QualysQLYS511,400 shares · 0.5% of their software · price +$8.7M$53.2M+$25.9M
- Five9FIVN477,992 shares · 0.5% of their software · price +$16.4M$52.9M+$17.7M
- OracleORCL944,432 shares · 0.5% of their software · price +$6.6M$52.2MNew · +$45.6M
- Radware Ltd.RDWR2,061,339 shares · 0.4% of their software · price +$5.2M$48.6M+$3.8M
- NICENICE243,563 shares · 0.4% of their software · price +$11.1M$46.1M+$15.1M
- Paychex, Inc.PAYX595,601 shares · 0.4% of their software · price +$7.6M$45.1M+$24.3M
- Calix, Inc.CALX2,855,100 shares · 0.4% of their software · price +$22.3M$42.5M−$1.1M
- DocuSignDOCU240,200 shares · 0.4% of their software · price +$19.2M$41.4M+$16.1M
- StoneCo Ltd.STNE874,400 shares · 0.3% of their software · price +$14.9M$33.9M+$18.4M
- CoStarCSGP46,598 shares · 0.3% of their software · price +$5.8M$33.1M+$21.5M
- IntuitINTU105,960 shares · 0.3% of their software · price +$7.0M$31.4MNew · +$24.4M
- Roper Technologies, Inc.ROP79,100 shares · 0.3% of their software · price +$6.0M$30.7MNew · +$24.7M
- PaycomPAYC96,950 shares · 0.3% of their software · price +$10.4M$30.0M−$7.7M
- TeradataTDC1,415,219 shares · 0.3% of their software$29.4M−$6.3M
- SalesforceCRM150,681 shares · 0.3% of their software · price +$6.5M$28.2M−$20.8M
- SS&CSSNC492,300 shares · 0.3% of their software · price +$6.2M$27.8M−$10.4M
- Manhattan AssociatesMANH262,880 shares · 0.2% of their software · price +$11.7M$24.8M−$17.1M
- Tucows Inc.TCX420,751 shares · 0.2% of their software · price +$3.8M$24.1M+$603K
- AkamaiAKAM223,800 shares · 0.2% of their software · price +$3.5M$24.0M+$3.3M
- Automatic Data Processing, Inc.ADP158,300 shares · 0.2% of their software · price +$1.9M$23.6MNew · +$21.6M
- DomoDOMO676,400 shares · 0.2% of their software$21.8MNew
- Allot Ltd.ALLT2,063,255 shares · 0.2% of their software · price +$2.1M$21.6M+$632K
- DescartesDSGX399,400 shares · 0.2% of their software · price +$7.4M$21.1M−$9.0M
- A10 Networks, Inc.ATEN3,076,733 shares · 0.2% of their software · price +$1.8M$21.0M+$3.6M
- PagerDutyPD713,800 shares · 0.2% of their software · price +$8.1M$20.4M+$3.7M
- eGain CorporationEGAN1,810,033 shares · 0.2% of their software · price +$6.8M$20.1M+$1.7M
- ZscalerZS173,200 shares · 0.2% of their software · price +$8.4M$19.0MNew · +$10.5M
- CloudflareNET514,100 shares · 0.2% of their software · price +$6.4M$18.5M−$6.6M
- Endava plcDAVA369,075 shares · 0.2% of their software · price +$4.8M$17.8M+$1.2M
- OpenTextOTEX418,400 shares · 0.2% of their software · price +$3.2M$17.8M−$16.6M
- Ooma, Inc.OOMA1,022,003 shares · 0.2% of their software · price +$4.7M$16.8M+$1.3M
- Euronet Worldwide, Inc.EEFT171,745 shares · 0.2% of their software · price +$1.7M$16.5M−$8.0M
- Simulations PlusSLP262,700 shares · 0.1% of their software · price +$6.5M$15.7M−$3.1M
- Paysign, Inc.PAYS1,555,150 shares · 0.1% of their software · price +$7.1M$15.1M−$1.7M
- Strategy IncMSTR124,400 shares · 0.1% of their software$14.7M+$11.1M
- VaronisVRNS162,800 shares · 0.1% of their software · price +$4.0M$14.4MNew · +$10.4M
- Agilysys, Inc.AGYS753,552 shares · 0.1% of their software · price +$934K$13.5M+$1.6M
- Repay Holdings CorporationRPAY425,200 shares · 0.1% of their software · price +$4.4M$10.5MNew · +$6.1M
- LiveRamp Holdings, Inc.RAMP230,778 shares · 0.1% of their software · price +$2.2M$9.8M+$2.3M
- TenableTENB272,400 shares · 0.1% of their software · price +$2.2M$8.1MNew · +$6.0M
- FastlyFSLY90,700 shares · 0.1% of their software · price +$6.0M$7.7MNew · +$1.7M
- DynatraceDT186,900 shares · 0.1% of their software · price +$3.1M$7.6M+$3.2M
- BlackbaudBLKB123,297 shares · 0.1% of their software$7.0M−$1.2M
- Cerence Inc.CRNC160,300 shares · 0.1% of their software · price +$4.1M$6.5MNew · +$2.5M
- DHI Group, Inc.DHX3,047,778 shares · 0.1% of their software$6.4MFlat
- SchrödingerSDGR69,500 shares · 0.1% of their software · price +$3.4M$6.4MNew · +$3.0M
- Digital TurbineAPPS490,700 shares · 0.1% of their software · price +$4.1M$6.2MFlat
- BlackBerry LimitedBB1,219,284 shares · 0.1% of their software · price +$927K$6.0MNew · +$5.0M
- PagSeguro Digital Ltd.PAGS167,745 shares · 0.1% of their software · price +$2.7M$5.9MNew · +$3.2M
- The Trade DeskTTD14,300 shares · 0.1% of their software · price +$3.1M$5.8M−$32.4M
- Ribbon Communications Inc.RBBN1,382,500 shares · 0.0% of their software · price +$1.2M$5.4M−$510K
- Mitek Systems, Inc.MITK549,081 shares · 0.0% of their software · price +$950K$5.3M+$1.9M
- Materialise NVMTLS227,028 shares · 0.0% of their software · price +$906K$5.1M+$793K
- VeriskVRSK27,800 shares · 0.0% of their software · price +$857K$4.7MNew · +$3.9M
- Sabre CorporationSABR482,700 shares · 0.0% of their software · price +$1.0M$3.9M−$16.5M
- Rimini Street, Inc.RMNI608,879 shares · 0.0% of their software · price +$645K$3.1M+$683K
- Amdocs LimitedDOX51,100 shares · 0.0% of their software$3.1M−$12.4M
- PowerFleet, Inc.AIOT573,249 shares · 0.0% of their software · price +$665K$2.6MFlat
- ePlus inc.PLUS37,000 shares · 0.0% of their software$2.6M+$1.7M
- BlackLineBL22,100 shares · 0.0% of their software · price +$670K$1.8M−$3.7M
- NetSol Technologies, Inc.NTWK640,242 shares · 0.0% of their software$1.7MFlat
- TrimbleTRMB37,000 shares · 0.0% of their software$1.6MNew · +$1.2M
- Lesaka Technologies, Inc.LSAK482,122 shares · 0.0% of their software$1.5MFlat
- Sprout SocialSPT51,600 shares · 0.0% of their software · price +$570K$1.4MNew · +$824K
- PhreesiaPHR40,000 shares · 0.0% of their software$1.1MNew · +$841K
- AudioEye, Inc.AEYE107,400 shares · 0.0% of their software · price +$597K$1.1MNew · Flat
- PaylocityPCTY6,800 shares · 0.0% of their software$992KNew · +$601K
- Red Violet, Inc.RDVT54,000 shares · 0.0% of their software$953K+$513K
- ReposiTrak, Inc.TRAK148,508 shares · 0.0% of their software$628KFlat
- Daily Journal CorporationDJCO1,800 shares · 0.0% of their software$486KFlat
- Usio, Inc.USIO138,418 shares · 0.0% of their software$270KFlat
- i3 Verticals, Inc.IIIV7,200 shares · 0.0% of their software$218K−$1.3M
- International Money Express, Inc.IMXI12,815 shares · 0.0% of their software$160KFlat
- MIND C.T.I. LtdMNDO66,571 shares · 0.0% of their software$140KFlat
- Rekor Systems, Inc.REKR18,932 shares · 0.0% of their software$76KNew · Flat