Generalist · New York, NY
Renaissance Technologies
Q4 2020 · compared with Q3 2020
Filed as Renaissance Technologies LLC
- Software
- $8.2B
- Weight of 13F
- 8.9%
- Names
- 99
- Net bought
- −$3.1B
Filed 10 February 2021 · SEC filing.
3,328 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.VRSN5,721,534 shares · 15.1% of their software · price +$66.1M$1.2B−$174M
- Palo Alto NetworksPANW3,052,729 shares · 13.2% of their software · price +$338M$1.1B−$214M
- ZoomZM2,388,534 shares · 9.8% of their software · price −$317M$806M−$1.3B
- F5, Inc.FFIV3,018,836 shares · 6.5% of their software · price +$161M$531M−$18.9M
- FortinetFTNT3,540,484 shares · 6.4% of their software · price +$109M$526M−$130M
- DropboxDBX17,061,743 shares · 4.6% of their software · price +$50.0M$379M−$60.4M
- MicrosoftMSFT1,654,884 shares · 4.5% of their software · price +$20.0M$368M+$71.3M
- CrowdStrikeCRWD1,066,485 shares · 2.8% of their software · price +$79.5M$226M−$45.3M
- ShopifySHOP197,612 shares · 2.7% of their software · price +$21.5M$224MNew · +$202M
- SalesforceCRM649,881 shares · 1.8% of their software · price −$18.7M$145M+$111M
- MorningstarMORN601,670 shares · 1.7% of their software · price +$42.7M$139M−$19.7M
- CommvaultCVLT2,513,787 shares · 1.7% of their software · price +$36.6M$139M−$5.8M
- WorkivaWK1,380,600 shares · 1.5% of their software · price +$49.5M$126M−$5.5M
- GoDaddyGDDY1,351,900 shares · 1.4% of their software · price +$9.4M$112M−$108M
- ProgressPRGS2,370,990 shares · 1.3% of their software · price +$20.2M$107M−$8.1M
- Uber Technologies, Inc.UBER2,078,300 shares · 1.3% of their software · price +$30.2M$106M−$58.6M
- WixWIX422,370 shares · 1.3% of their software · price −$2.1M$106M−$94.4M
- NetApp, Inc.NTAP1,576,899 shares · 1.3% of their software · price +$35.3M$104M−$88.8M
- Upbound Group, Inc.UPBD2,715,336 shares · 1.3% of their software · price +$22.8M$104M−$13.1M
- ElasticESTC618,895 shares · 1.1% of their software · price +$23.7M$90.4M+$9.9M
- Calix, Inc.CALX2,969,518 shares · 1.1% of their software · price +$35.6M$88.4M+$4.7M
- The Trade DeskTTD102,185 shares · 1.0% of their software · price +$28.8M$81.9MNew · +$53.0M
- InterDigital, Inc.IDCC1,304,767 shares · 1.0% of their software · price +$4.7M$79.2M−$3.6M
- Check PointCHKP552,564 shares · 0.9% of their software · price +$6.9M$73.4M−$10.1M
- EVERTEC, Inc.EVTC1,803,426 shares · 0.9% of their software · price +$8.3M$70.9M−$6.8M
- SPS CommerceSPSC629,103 shares · 0.8% of their software · price +$19.3M$68.3M−$13.8M
- Radware Ltd.RDWR2,213,339 shares · 0.8% of their software · price +$7.8M$61.4M+$1.6M
- Block, Inc.XYZ275,300 shares · 0.7% of their software · price +$15.2M$59.9MNew · +$44.8M
- Gen DigitalGEN2,773,227 shares · 0.7% of their software$57.6M−$79.0M
- StoneCo Ltd.STNE680,000 shares · 0.7% of their software · price +$21.1M$57.1M+$28.7M
- DocuSignDOCU234,690 shares · 0.6% of their software · price +$1.7M$52.2M−$53.0M
- VaronisVRNS288,600 shares · 0.6% of their software · price +$13.9M$47.2M+$7.2M
- CloudflareNET615,000 shares · 0.6% of their software · price +$21.5M$46.7MNew · +$25.3M
- A10 Networks, Inc.ATEN3,893,972 shares · 0.5% of their software · price +$13.6M$38.4M+$1.5M
- BoxBOX1,743,812 shares · 0.4% of their software · price +$1.2M$31.5M−$20.5M
- Digital TurbineAPPS544,314 shares · 0.4% of their software · price +$13.0M$30.8M−$34.9M
- DomoDOMO473,400 shares · 0.4% of their software$30.2M—
- Tucows Inc.TCX406,951 shares · 0.4% of their software · price +$2.0M$30.1M−$1.0M
- DynatraceDT642,462 shares · 0.3% of their software · price +$1.4M$27.8M−$8.7M
- Fair IsaacFICO50,850 shares · 0.3% of their software · price +$4.4M$26.0M+$11.8M
- Manhattan AssociatesMANH242,860 shares · 0.3% of their software · price +$2.4M$25.5M+$3.3M
- DatadogDDOG244,664 shares · 0.3% of their software · price −$910K$24.1M−$63.4M
- OpenTextOTEX490,716 shares · 0.3% of their software · price +$1.6M$22.3M+$9.9M
- FactSetFDS64,650 shares · 0.3% of their software$21.5M+$17.8M
- TeradataTDC955,700 shares · 0.3% of their software$21.5M−$1.2M
- Agilysys, Inc.AGYS503,200 shares · 0.2% of their software · price +$7.2M$19.3M−$3.2M
- Allot Ltd.ALLT1,717,706 shares · 0.2% of their software · price +$2.4M$18.1M−$1.7M
- PagerDutyPD431,800 shares · 0.2% of their software · price +$6.3M$18.0M+$6.4M
- TenableTENB309,000 shares · 0.2% of their software · price +$4.5M$16.1MFlat
- eGain CorporationEGAN1,266,535 shares · 0.2% of their software · price −$3.0M$15.0M−$6.6M
- Ooma, Inc.OOMA1,029,603 shares · 0.2% of their software · price +$1.4M$14.8MFlat
- DescartesDSGX235,300 shares · 0.2% of their software$13.8M−$2.8M
- CoStarCSGP14,080 shares · 0.2% of their software · price +$1.1M$13.0M−$22.0M
- QualysQLYS101,900 shares · 0.2% of their software · price +$2.4M$12.4M−$22.5M
- MagniteMGNI392,754 shares · 0.1% of their software · price +$9.3M$12.1MNew · +$2.7M
- Endava plcDAVA153,008 shares · 0.1% of their software · price +$2.1M$11.7M−$13.7M
- GuidewireGWRE89,300 shares · 0.1% of their software · price +$2.2M$11.5MNew · +$9.3M
- NICENICE40,408 shares · 0.1% of their software · price +$2.3M$11.5M−$41.1M
- 8x8EGHT308,530 shares · 0.1% of their software$10.6MNew
- Veritone, Inc.VERI372,500 shares · 0.1% of their software · price +$7.2M$10.6MFlat
- PhreesiaPHR184,500 shares · 0.1% of their software · price +$4.1M$10.0M+$5.3M
- Mitek Systems, Inc.MITK542,005 shares · 0.1% of their software · price +$2.7M$9.6M−$783K
- WorkdayWDAY34,521 shares · 0.1% of their software · price +$845K$8.3M−$93.0M
- Automatic Data Processing, Inc.ADP46,700 shares · 0.1% of their software · price +$1.7M$8.2M−$152M
- Sprout SocialSPT178,000 shares · 0.1% of their software · price +$1.2M$8.1M+$5.7M
- DHI Group, Inc.DHX3,162,950 shares · 0.1% of their software$7.0MFlat
- Paysign, Inc.PAYS1,471,532 shares · 0.1% of their software · price −$1.5M$6.8M−$600K
- Amdocs LimitedDOX95,200 shares · 0.1% of their software · price +$1.3M$6.8M−$746K
- Bandwidth Inc.BAND42,567 shares · 0.1% of their software · price −$890K$6.5M−$28.5M
- Ribbon Communications Inc.RBBN961,369 shares · 0.1% of their software · price +$2.6M$6.3M−$573K
- Euronet Worldwide, Inc.EEFT41,345 shares · 0.1% of their software · price +$2.2M$6.0M−$6.8M
- BroadridgeBR37,900 shares · 0.1% of their software · price +$803K$5.8M−$29.8M
- BlackLineBL43,400 shares · 0.1% of their software · price +$1.9M$5.8M−$7.4M
- BILLBILL40,800 shares · 0.1% of their software · price +$1.5M$5.6MNew · +$4.1M
- BlackbaudBLKB80,197 shares · 0.1% of their software$4.6M−$1.2M
- ZscalerZS22,466 shares · 0.1% of their software · price +$1.3M$4.5MNew · +$3.2M
- PowerFleet, Inc.AIOT598,300 shares · 0.1% of their software · price +$1.1M$4.4MFlat
- Rimini Street, Inc.RMNI811,190 shares · 0.0% of their software · price +$982K$3.6MFlat
- SoundThinking, Inc.SSTI82,132 shares · 0.0% of their software · price +$547K$3.1M+$621K
- NetSol Technologies, Inc.NTWK793,360 shares · 0.0% of their software · price +$690K$3.0MFlat
- Simulations PlusSLP41,379 shares · 0.0% of their software$3.0M−$5.1M
- Repay Holdings CorporationRPAY101,600 shares · 0.0% of their software$2.8M−$6.3M
- Lesaka Technologies, Inc.LSAK465,745 shares · 0.0% of their software · price +$722K$2.3MFlat
- BlackBerry LimitedBB305,200 shares · 0.0% of their software · price +$623K$2.0M−$9.3M
- Usio, Inc.USIO713,441 shares · 0.0% of their software · price +$806K$1.9M+$746K
- Materialise NVMTLS25,100 shares · 0.0% of their software$1.4M−$4.6M
- DoceboDCBO18,600 shares · 0.0% of their software$1.2MNew · +$1.2M
- ReposiTrak, Inc.TRAK212,508 shares · 0.0% of their software$1.0MFlat
- International Money Express, Inc.IMXI63,800 shares · 0.0% of their software$990KFlat
- Five9FIVN5,200 shares · 0.0% of their software$907K−$21.3M
- PDF Solutions, Inc.PDFS38,500 shares · 0.0% of their software$832KFlat
- OneSpan Inc.OSPN24,108 shares · 0.0% of their software$499KNew · +$505K
- Asure Software, Inc.ASUR65,016 shares · 0.0% of their software$462KFlat
- Daily Journal CorporationDJCO900 shares · 0.0% of their software$364KFlat
- MIND C.T.I. LtdMNDO106,034 shares · 0.0% of their software$275KFlat
- AudioEye, Inc.AEYE7,900 shares · 0.0% of their software$204K−$1.1M
- Bridgeline Digital, Inc.BLIN68,200 shares · 0.0% of their software$176KNew · Flat
- Duos Technologies Group, Inc.DUOT19,500 shares · 0.0% of their software$83KNew · Flat
- VirTra, Inc.VTSI21,442 shares · 0.0% of their software$75KNew · Flat