Generalist · New York, NY
Renaissance Technologies
Q1 2021 · compared with Q4 2020
Filed as Renaissance Technologies LLC
- Software
- $7.1B
- Weight of 13F
- 8.9%
- Names
- 106
- Net bought
- −$861M
Filed 13 May 2021 · SEC filing.
3,246 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.VRSN4,868,314 shares · 13.5% of their software · price −$85.9M$968M−$185M
- ZoomZM2,520,863 shares · 11.3% of their software · price −$40.4M$810M+$44.6M
- Palo Alto NetworksPANW2,063,130 shares · 9.3% of their software · price −$68.8M$664M−$352M
- F5, Inc.FFIV2,397,136 shares · 7.0% of their software · price +$78.3M$500M−$109M
- FortinetFTNT2,424,684 shares · 6.3% of their software · price +$87.0M$447M−$166M
- DropboxDBX10,336,943 shares · 3.9% of their software · price +$46.2M$276M−$149M
- ShopifySHOP243,500 shares · 3.8% of their software · price −$6.2M$269M+$51.9M
- CrowdStrikeCRWD1,323,745 shares · 3.4% of their software · price −$38.8M$242M+$54.5M
- CommvaultCVLT2,294,287 shares · 2.1% of their software · price +$20.9M$148M−$12.2M
- AdobeADBE296,133 shares · 2.0% of their software · price −$7.3M$141MNew · +$148M
- Upbound Group, Inc.UPBD2,192,536 shares · 1.8% of their software · price +$42.5M$126M−$20.0M
- MicrosoftMSFT520,184 shares · 1.7% of their software · price +$6.9M$123M−$252M
- WorkivaWK1,351,700 shares · 1.7% of their software · price −$4.5M$119M−$2.6M
- MorningstarMORN505,970 shares · 1.6% of their software · price −$3.3M$114M−$22.2M
- ZscalerZS627,400 shares · 1.5% of their software · price −$17.6M$108M+$121M
- ProgressPRGS2,005,190 shares · 1.2% of their software · price −$2.3M$88.3M−$16.5M
- MagniteMGNI2,023,313 shares · 1.2% of their software · price +$22.1M$84.2M+$50.1M
- Calix, Inc.CALX2,401,218 shares · 1.2% of their software · price +$11.8M$83.2M−$16.9M
- NetApp, Inc.NTAP1,044,522 shares · 1.1% of their software · price +$6.7M$75.9M−$35.3M
- The Trade DeskTTD114,000 shares · 1.0% of their software · price −$17.0M$74.3M+$9.5M
- SAPSAP597,700 shares · 1.0% of their software · price −$4.5M$73.4MNew · +$77.9M
- InterDigital, Inc.IDCC1,141,067 shares · 1.0% of their software · price +$3.2M$72.4M−$9.9M
- DocuSignDOCU345,800 shares · 1.0% of their software · price −$6.9M$70.0M+$24.7M
- AutodeskADSK236,468 shares · 0.9% of their software · price −$6.7M$65.5MNew · +$72.2M
- MongoDBMDB234,900 shares · 0.9% of their software · price −$21.5M$62.8MNew · +$84.3M
- EVERTEC, Inc.EVTC1,566,526 shares · 0.8% of their software · price −$3.3M$58.3M−$9.3M
- SalesforceCRM260,481 shares · 0.8% of their software · price −$2.8M$55.2M−$86.7M
- ServiceNowNOW110,300 shares · 0.8% of their software · price −$5.6M$55.2MNew · +$60.7M
- NICENICE252,544 shares · 0.8% of their software · price −$16.6M$55.0M+$60.1M
- Radware Ltd.RDWR2,016,039 shares · 0.7% of their software · price −$3.4M$52.6M−$5.5M
- SPS CommerceSPSC451,103 shares · 0.6% of their software · price −$4.2M$44.8M−$19.3M
- StoneCo Ltd.STNE701,500 shares · 0.6% of their software · price −$15.9M$42.9M+$1.8M
- GoDaddyGDDY511,100 shares · 0.6% of their software · price −$2.7M$39.7M−$69.7M
- PagerDutyPD985,800 shares · 0.6% of their software · price −$1.4M$39.7M+$23.1M
- TwilioTWLO115,295 shares · 0.5% of their software$39.3MNew · +$39.0M
- Gen DigitalGEN1,795,238 shares · 0.5% of their software · price +$862K$38.2M−$20.3M
- LiveRamp Holdings, Inc.RAMP731,478 shares · 0.5% of their software · price −$15.6M$37.9MNew · +$53.5M
- Check PointCHKP315,508 shares · 0.5% of their software · price −$6.6M$35.3M−$31.5M
- VaronisVRNS667,800 shares · 0.5% of their software · price −$75.0M$34.3M+$62.0M
- A10 Networks, Inc.ATEN3,232,433 shares · 0.4% of their software · price −$808K$31.1M−$6.5M
- PaycomPAYC83,150 shares · 0.4% of their software · price −$6.8M$30.8MNew · +$37.6M
- Tucows Inc.TCX375,470 shares · 0.4% of their software · price +$1.4M$29.1M−$2.3M
- TeradataTDC752,700 shares · 0.4% of their software · price +$12.1M$29.0M−$4.6M
- DatadogDDOG343,000 shares · 0.4% of their software · price −$5.2M$28.6M+$9.7M
- Bandwidth Inc.BAND221,400 shares · 0.4% of their software · price −$6.0M$28.1M+$27.5M
- ElasticESTC232,400 shares · 0.4% of their software · price −$8.1M$25.8M−$56.5M
- Roper Technologies, Inc.ROP62,200 shares · 0.4% of their software · price −$1.7M$25.1MNew · +$26.8M
- BlackLineBL221,500 shares · 0.3% of their software · price −$5.5M$24.0M+$23.8M
- DomoDOMO404,800 shares · 0.3% of their software$22.8M—
- Allot Ltd.ALLT1,365,706 shares · 0.3% of their software · price +$7.4M$21.8M−$3.7M
- CloudflareNET299,500 shares · 0.3% of their software · price −$1.7M$21.0M−$24.0M
- Q2QTWO206,100 shares · 0.3% of their software · price −$5.4M$20.7MNew · +$26.1M
- 8x8EGHT590,630 shares · 0.3% of their software$19.2M—
- Agilysys, Inc.AGYS396,100 shares · 0.3% of their software · price +$3.8M$19.0M−$4.1M
- SS&CSSNC267,200 shares · 0.3% of their software · price −$770K$18.7MNew · +$19.4M
- PagSeguro Digital Ltd.PAGS394,100 shares · 0.3% of their software · price −$4.2M$18.2MNew · +$22.4M
- PhreesiaPHR337,800 shares · 0.2% of their software · price −$730K$17.6M+$8.3M
- BILLBILL117,800 shares · 0.2% of their software · price +$1.1M$17.1M+$10.5M
- Ooma, Inc.OOMA964,603 shares · 0.2% of their software · price +$1.4M$15.3M−$936K
- TenableTENB414,400 shares · 0.2% of their software · price −$6.7M$15.0M+$5.5M
- NutanixNTNX552,600 shares · 0.2% of their software · price −$2.9M$14.7MNew · +$17.6M
- DynatraceDT288,116 shares · 0.2% of their software · price +$1.4M$13.9M−$15.3M
- AppianAPPN100,700 shares · 0.2% of their software · price −$2.9M$13.4MNew · +$16.3M
- OpenTextOTEX265,816 shares · 0.2% of their software · price +$598K$12.7M−$10.2M
- BoxBOX459,900 shares · 0.1% of their software · price +$2.3M$10.6M−$23.2M
- Alarm.com Holdings, Inc.ALRM121,900 shares · 0.1% of their software · price −$2.1M$10.5MNew · +$12.6M
- DescartesDSGX168,500 shares · 0.1% of their software$10.3M−$3.9M
- DHI Group, Inc.DHX3,019,310 shares · 0.1% of their software · price +$3.4M$10.1MFlat
- HubSpotHUBS20,200 shares · 0.1% of their software · price +$1.2M$9.2MNew · +$8.0M
- WixWIX32,700 shares · 0.1% of their software · price +$957K$9.1M−$97.4M
- eGain CorporationEGAN957,535 shares · 0.1% of their software · price −$2.2M$9.1M−$3.6M
- Manhattan AssociatesMANH66,460 shares · 0.1% of their software · price +$811K$7.8M−$18.6M
- Health CatalystHCAT157,477 shares · 0.1% of their software · price +$510K$7.4MNew · +$6.9M
- Euronet Worldwide, Inc.EEFT50,945 shares · 0.1% of their software$7.0M+$1.4M
- SchrödingerSDGR90,800 shares · 0.1% of their software$6.9MNew · +$7.2M
- Paysign, Inc.PAYS1,547,958 shares · 0.1% of their software$6.8MFlat
- Rimini Street, Inc.RMNI710,379 shares · 0.1% of their software · price +$3.2M$6.4MFlat
- GuidewireGWRE59,800 shares · 0.1% of their software · price −$1.6M$6.1M−$3.8M
- Endava plcDAVA71,663 shares · 0.1% of their software · price +$569K$6.1M−$6.2M
- Amdocs LimitedDOX75,000 shares · 0.1% of their software$5.3M−$1.4M
- FactSetFDS16,450 shares · 0.1% of their software$5.1M−$16.0M
- Ribbon Communications Inc.RBBN607,336 shares · 0.1% of their software · price +$1.0M$5.0M−$2.3M
- Mitek Systems, Inc.MITK334,981 shares · 0.1% of their software · price −$1.1M$4.9M−$3.7M
- Veritone, Inc.VERI167,600 shares · 0.1% of their software · price −$749K$4.0M−$5.8M
- PowerFleet, Inc.AIOT479,000 shares · 0.1% of their software$3.9M−$886K
- Usio, Inc.USIO600,741 shares · 0.1% of their software · price +$2.3M$3.9MFlat
- NetSol Technologies, Inc.NTWK780,346 shares · 0.0% of their software$3.1MFlat
- SoundThinking, Inc.SSTI80,032 shares · 0.0% of their software$2.8MFlat
- Immersion CorporationIMMR270,883 shares · 0.0% of their software$2.6MNew · +$3.1M
- PDF Solutions, Inc.PDFS144,924 shares · 0.0% of their software · price −$554K$2.6M+$2.3M
- Rapid7RPD32,696 shares · 0.0% of their software · price −$508K$2.4MNew · +$2.9M
- NetScout Systems, Inc.NTCT66,991 shares · 0.0% of their software$1.9MNew · +$1.8M
- Rekor Systems, Inc.REKR89,100 shares · 0.0% of their software · price +$1.1M$1.8MNew · +$719K
- International Money Express, Inc.IMXI103,200 shares · 0.0% of their software$1.5M+$611K
- ReposiTrak, Inc.TRAK233,508 shares · 0.0% of their software$1.4MFlat
- Lesaka Technologies, Inc.LSAK218,379 shares · 0.0% of their software$1.2M−$1.2M
- DoceboDCBO25,500 shares · 0.0% of their software · price −$566K$1.1MFlat
- Asure Software, Inc.ASUR98,763 shares · 0.0% of their software$755KFlat
- Intellicheck, Inc.IDN76,700 shares · 0.0% of their software$643KNew · +$875K
- Simulations PlusSLP7,900 shares · 0.0% of their software$500K−$2.4M
- MIND C.T.I. LtdMNDO167,619 shares · 0.0% of their software$444KFlat
- VirTra, Inc.VTSI71,950 shares · 0.0% of their software$442KFlat
- Duos Technologies Group, Inc.DUOT33,530 shares · 0.0% of their software$366KFlat
- Daily Journal CorporationDJCO700 shares · 0.0% of their software$222KFlat
- AI Financial CorporationAIFC12,200 shares · 0.0% of their software$103KNew · Flat
- Bridgeline Digital, Inc.BLIN23,700 shares · 0.0% of their software$68KFlat