Generalist · New York, NY
Renaissance Technologies
Q3 2020 · compared with Q2 2020
Filed as Renaissance Technologies LLC
- Software
- $10.2B
- Weight of 13F
- 10.2%
- Names
- 106
- Net bought
- −$2.0B
Filed 13 November 2020 · SEC filing.
3,320 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
- ZoomZM5,247,859 shares · 24.2% of their software · price +$1.1B$2.5B−$509M
- VeriSign, Inc.VRSN6,573,190 shares · 13.2% of their software · price −$13.0M$1.3B−$153M
- Palo Alto NetworksPANW3,928,604 shares · 9.4% of their software · price +$59.2M$962M−$244M
- FortinetFTNT4,642,687 shares · 5.4% of their software · price −$90.3M$547M−$183M
- F5, Inc.FFIV3,172,974 shares · 3.8% of their software · price −$53.0M$390M+$5.0M
- DropboxDBX20,199,888 shares · 3.8% of their software · price −$50.7M$389M−$44.1M
- MicrosoftMSFT1,315,812 shares · 2.7% of their software · price +$9.0M$277MNew · +$268M
- GoDaddyGDDY2,769,900 shares · 2.1% of their software · price +$7.3M$210M−$25.9M
- WixWIX792,600 shares · 2.0% of their software · price −$1.1M$202M−$96.7M
- CrowdStrikeCRWD1,396,451 shares · 1.9% of their software · price +$51.7M$192M−$96.3M
- Automatic Data Processing, Inc.ADP1,138,100 shares · 1.6% of their software · price −$10.7M$159M+$146M
- NetApp, Inc.NTAP3,601,672 shares · 1.5% of their software · price −$1.9M$158M+$19.5M
- Gen DigitalGEN6,564,238 shares · 1.3% of their software · price +$6.6M$137M−$66.3M
- Uber Technologies, Inc.UBER3,685,753 shares · 1.3% of their software · price +$19.9M$134M−$72.9M
- MorningstarMORN724,370 shares · 1.1% of their software · price +$14.2M$116M−$4.9M
- CommvaultCVLT2,655,287 shares · 1.1% of their software · price +$5.6M$108M−$5.2M
- DocuSignDOCU480,800 shares · 1.0% of their software · price +$20.7M$103M+$41.4M
- WorkdayWDAY466,600 shares · 1.0% of their software · price +$13.0M$100M+$11.6M
- IntuitINTU294,228 shares · 0.9% of their software · price +$8.8M$96.0M+$55.8M
- ProgressPRGS2,591,790 shares · 0.9% of their software · price −$5.4M$95.1MFlat
- Upbound Group, Inc.UPBD3,155,224 shares · 0.9% of their software · price +$6.5M$94.3M−$12.8M
- DatadogDDOG865,000 shares · 0.9% of their software · price +$13.2M$88.4M−$129M
- WorkivaWK1,478,800 shares · 0.8% of their software · price +$3.4M$82.5MFlat
- InterDigital, Inc.IDCC1,367,267 shares · 0.8% of their software · price +$588K$78.0M−$9.3M
- Check PointCHKP636,609 shares · 0.8% of their software · price +$8.2M$76.6M−$60.8M
- OktaOKTA329,700 shares · 0.7% of their software · price +$4.5M$70.5M−$77.0M
- EVERTEC, Inc.EVTC1,999,726 shares · 0.7% of their software · price +$13.2M$69.4M−$6.8M
- Roper Technologies, Inc.ROP173,300 shares · 0.7% of their software · price +$1.2M$68.5M+$36.6M
- Lyft, Inc.LYFT2,351,669 shares · 0.6% of their software · price −$12.8M$64.8M−$56.1M
- FastlyFSLY670,700 shares · 0.6% of their software · price +$5.7M$62.8M+$49.4M
- SPS CommerceSPSC806,263 shares · 0.6% of their software · price +$2.2M$62.8M−$12.2M
- ElasticESTC527,100 shares · 0.6% of their software · price +$8.3M$56.9MNew · +$48.6M
- Digital TurbineAPPS1,609,100 shares · 0.5% of their software · price +$32.5M$52.7M+$14.1M
- SalesforceCRM208,681 shares · 0.5% of their software · price +$13.4M$52.4M+$10.9M
- Radware Ltd.RDWR2,149,039 shares · 0.5% of their software · price +$1.4M$52.1M+$2.1M
- BoxBOX2,922,240 shares · 0.5% of their software · price −$9.9M$50.7M+$4.5M
- NICENICE221,477 shares · 0.5% of their software · price +$8.4M$50.3M−$4.2M
- Calix, Inc.CALX2,707,200 shares · 0.5% of their software · price +$7.8M$48.1M−$2.2M
- TwilioTWLO194,295 shares · 0.5% of their software · price +$5.4M$48.0M−$113M
- Fiserv, Inc.FISV460,127 shares · 0.5% of their software · price +$2.5M$47.4M−$68.0M
- AutodeskADSK179,268 shares · 0.4% of their software · price −$1.5M$41.4M−$58.5M
- Bandwidth Inc.BAND206,100 shares · 0.4% of their software · price +$9.8M$36.0MNew · +$26.2M
- DynatraceDT854,900 shares · 0.3% of their software$35.1M+$27.1M
- BroadridgeBR263,600 shares · 0.3% of their software · price +$1.5M$34.8MNew · +$33.3M
- CoStarCSGP39,998 shares · 0.3% of their software · price +$5.5M$33.9M−$4.7M
- QualysQLYS331,200 shares · 0.3% of their software · price −$2.0M$32.5M−$18.7M
- Tucows Inc.TCX422,151 shares · 0.3% of their software · price +$4.9M$29.1MFlat
- VaronisVRNS226,098 shares · 0.3% of their software · price +$6.1M$26.1M+$5.6M
- eGain CorporationEGAN1,734,421 shares · 0.2% of their software · price +$5.3M$24.6M−$840K
- Endava plcDAVA370,675 shares · 0.2% of their software · price +$5.5M$23.4MFlat
- A10 Networks, Inc.ATEN3,652,347 shares · 0.2% of their software · price −$1.6M$23.3M+$3.9M
- TeradataTDC1,009,800 shares · 0.2% of their software · price +$1.9M$22.9M−$8.4M
- Five9FIVN169,100 shares · 0.2% of their software · price +$3.2M$21.9M−$34.2M
- Strategy IncMSTR142,300 shares · 0.2% of their software · price +$4.6M$21.4M+$2.1M
- Manhattan AssociatesMANH208,360 shares · 0.2% of their software$19.9M−$5.1M
- TrimbleTRMB373,744 shares · 0.2% of their software · price +$2.1M$18.2M+$14.5M
- Allot Ltd.ALLT1,909,955 shares · 0.2% of their software · price −$2.6M$17.4M−$1.6M
- DescartesDSGX285,300 shares · 0.2% of their software · price +$1.2M$16.3M−$6.0M
- DomoDOMO410,000 shares · 0.2% of their software$15.7M—
- Agilysys, Inc.AGYS636,352 shares · 0.2% of their software · price +$4.0M$15.4M−$2.1M
- VeriskVRSK73,300 shares · 0.1% of their software · price +$1.1M$13.6M+$7.7M
- Ooma, Inc.OOMA1,040,703 shares · 0.1% of their software · price −$3.6M$13.6MFlat
- TenableTENB307,300 shares · 0.1% of their software · price +$2.4M$11.6M+$1.0M
- BlackLineBL126,200 shares · 0.1% of their software · price +$848K$11.3M+$8.6M
- OpenTextOTEX256,616 shares · 0.1% of their software$10.8M−$6.9M
- BlackBerry LimitedBB2,325,355 shares · 0.1% of their software · price −$698K$10.7M+$5.4M
- Euronet Worldwide, Inc.EEFT116,245 shares · 0.1% of their software · price −$549K$10.6M−$5.3M
- Fair IsaacFICO23,050 shares · 0.1% of their software$9.8MNew · +$9.6M
- Paychex, Inc.PAYX121,701 shares · 0.1% of their software$9.7M−$35.9M
- Paysign, Inc.PAYS1,577,250 shares · 0.1% of their software · price −$6.4M$9.0MFlat
- Repay Holdings CorporationRPAY370,700 shares · 0.1% of their software$8.7M−$1.3M
- Simulations PlusSLP108,500 shares · 0.1% of their software · price +$1.7M$8.2M−$9.2M
- Mitek Systems, Inc.MITK603,481 shares · 0.1% of their software · price +$1.9M$7.7M+$523K
- StoneCo Ltd.STNE137,700 shares · 0.1% of their software · price +$1.9M$7.3M−$28.6M
- DHI Group, Inc.DHX3,026,900 shares · 0.1% of their software$6.8MFlat
- Amdocs LimitedDOX108,200 shares · 0.1% of their software$6.2M+$3.5M
- BlackbaudBLKB101,697 shares · 0.1% of their software$5.7M−$1.2M
- Materialise NVMTLS150,800 shares · 0.1% of their software · price +$2.2M$5.6M−$1.7M
- PagerDutyPD196,328 shares · 0.1% of their software$5.3M−$14.8M
- SS&CSSNC81,300 shares · 0.0% of their software$4.9M−$23.2M
- Ribbon Communications Inc.RBBN1,109,500 shares · 0.0% of their software$4.3M−$1.1M
- FactSetFDS11,350 shares · 0.0% of their software$3.8MNew · +$3.7M
- Alarm.com Holdings, Inc.ALRM67,487 shares · 0.0% of their software · price −$645K$3.7MNew · +$4.4M
- SchrödingerSDGR74,027 shares · 0.0% of their software · price −$3.3M$3.5MFlat
- PowerFleet, Inc.AIOT558,949 shares · 0.0% of their software · price +$565K$3.1MFlat
- Veritone, Inc.VERI337,900 shares · 0.0% of their software · price −$1.9M$3.1MNew · +$5.0M
- Rimini Street, Inc.RMNI876,250 shares · 0.0% of their software · price −$1.7M$2.8M+$1.4M
- Rekor Systems, Inc.REKR415,698 shares · 0.0% of their software · price +$732K$2.4M+$1.6M
- PaylocityPCTY14,800 shares · 0.0% of their software$2.4M+$1.2M
- i3 Verticals, Inc.IIIV87,900 shares · 0.0% of their software$2.2M+$2.4M
- NetSol Technologies, Inc.NTWK689,311 shares · 0.0% of their software$2.0MFlat
- SoundThinking, Inc.SSTI62,132 shares · 0.0% of their software$1.9MNew · +$1.6M
- ePlus inc.PLUS24,389 shares · 0.0% of their software$1.8M−$891K
- Lesaka Technologies, Inc.LSAK456,222 shares · 0.0% of their software$1.5MFlat
- AudioEye, Inc.AEYE83,296 shares · 0.0% of their software$1.2MFlat
- Sprout SocialSPT30,400 shares · 0.0% of their software$1.2M−$572K
- PDF Solutions, Inc.PDFS54,300 shares · 0.0% of their software$1.0MNew · +$1.1M
- ReposiTrak, Inc.TRAK183,008 shares · 0.0% of their software$902KFlat
- International Money Express, Inc.IMXI56,315 shares · 0.0% of their software$809K+$542K
- PhreesiaPHR20,600 shares · 0.0% of their software$662K−$549K
- Cerence Inc.CRNC7,400 shares · 0.0% of their software$362K−$6.2M
- Usio, Inc.USIO229,218 shares · 0.0% of their software$353KFlat
- Daily Journal CorporationDJCO1,400 shares · 0.0% of their software$339KFlat
- Q2QTWO3,300 shares · 0.0% of their software$301KNew · Flat
- MIND C.T.I. LtdMNDO65,700 shares · 0.0% of their software$152KFlat
- Asure Software, Inc.ASUR10,408 shares · 0.0% of their software$79KNew · Flat