Generalist · New York, NY
Renaissance Technologies
Q3 2021 · compared with Q2 2021
Filed as Renaissance Technologies LLC
- Software
- $8.6B
- Weight of 13F
- 11.1%
- Names
- 120
- Net bought
- +$1.5B
Filed 12 November 2021 · SEC filing.
3,408 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.VRSN4,621,690 shares · 11.1% of their software · price −$105M$947M−$50.0M
- ZoomZM3,215,880 shares · 9.8% of their software · price −$404M$841M+$214M
- MicrosoftMSFT2,963,184 shares · 9.8% of their software · price +$32.7M$835M+$242M
- AdobeADBE1,030,433 shares · 6.9% of their software · price −$10.2M$593MNew · +$603M
- CrowdStrikeCRWD1,364,430 shares · 3.9% of their software · price −$7.5M$335M−$9.0M
- PalantirPLTR12,959,528 shares · 3.6% of their software · price −$30.1M$312M+$321M
- FortinetFTNT1,059,889 shares · 3.6% of their software · price +$57.1M$310M−$125M
- F5, Inc.FFIV1,537,862 shares · 3.6% of their software · price +$18.6M$306M−$67.5M
- DropboxDBX9,593,602 shares · 3.3% of their software · price −$10.5M$280M+$46.3M
- DocuSignDOCU1,020,500 shares · 3.1% of their software · price −$22.6M$263M+$281M
- Uber Technologies, Inc.UBER4,820,200 shares · 2.5% of their software · price −$25.6M$216M+$238M
- Palo Alto NetworksPANW354,260 shares · 2.0% of their software · price +$38.2M$170M−$217M
- DatadogDDOG1,140,400 shares · 1.9% of their software · price +$42.5M$161MNew · +$119M
- CommvaultCVLT2,039,587 shares · 1.8% of their software · price −$5.8M$154M−$9.5M
- WorkivaWK890,400 shares · 1.5% of their software · price +$26.4M$126M−$29.7M
- NetApp, Inc.NTAP1,321,654 shares · 1.4% of their software · price +$10.5M$119M+$39.1M
- AsanaASAN1,131,900 shares · 1.4% of their software · price +$47.3M$118M+$69.4M
- MorningstarMORN450,170 shares · 1.4% of their software · price +$864K$117M−$6.5M
- SnowflakeSNOW336,862 shares · 1.2% of their software · price +$20.4M$102M−$74.0M
- Automatic Data Processing, Inc.ADP482,500 shares · 1.1% of their software · price +$627K$96.5MNew · +$95.8M
- WorkdayWDAY384,000 shares · 1.1% of their software · price +$4.3M$96.0M+$39.4M
- VeevaVEEV332,200 shares · 1.1% of their software · price −$7.6M$95.7MNew · +$103M
- Gen DigitalGEN3,681,038 shares · 1.1% of their software · price −$7.1M$93.1M−$37.1M
- Calix, Inc.CALX1,728,618 shares · 1.0% of their software · price +$3.3M$85.4M−$16.1M
- TwilioTWLO250,795 shares · 0.9% of their software · price −$18.8M$80.0MNew · +$98.9M
- ProgressPRGS1,606,290 shares · 0.9% of their software · price +$4.7M$79.0M−$5.5M
- Roper Technologies, Inc.ROP169,500 shares · 0.9% of their software · price −$4.1M$75.6M+$76.8M
- ZoomInfoZI1,163,500 shares · 0.8% of their software$71.2M—
- RingCentralRNG318,500 shares · 0.8% of their software · price −$23.3M$69.3MNew · +$92.5M
- Upbound Group, Inc.UPBD1,223,636 shares · 0.8% of their software · price +$3.8M$68.8M−$21.8M
- Radware Ltd.RDWR1,976,239 shares · 0.8% of their software · price +$5.8M$66.6MFlat
- EVERTEC, Inc.EVTC1,313,626 shares · 0.7% of their software · price +$2.7M$60.1M−$1.6M
- BroadridgeBR322,400 shares · 0.6% of their software · price +$1.6M$53.7M+$22.0M
- Check PointCHKP474,608 shares · 0.6% of their software · price −$1.5M$53.7M+$1.9M
- InterDigital, Inc.IDCC749,174 shares · 0.6% of their software · price −$3.9M$50.8M−$11.4M
- TeradataTDC817,000 shares · 0.5% of their software · price +$6.0M$46.9M−$3.8M
- BILLBILL171,900 shares · 0.5% of their software · price +$14.4M$45.9M+$5.3M
- NutanixNTNX1,187,000 shares · 0.5% of their software · price −$617K$44.8M+$5.6M
- Paychex, Inc.PAYX391,601 shares · 0.5% of their software · price +$2.0M$44.0MNew · +$42.0M
- A10 Networks, Inc.ATEN2,931,336 shares · 0.5% of their software · price +$6.5M$39.5M−$1.5M
- SynopsysSNPS131,434 shares · 0.5% of their software · price +$3.1M$39.4MNew · +$36.2M
- OpenTextOTEX778,216 shares · 0.4% of their software · price −$1.6M$38.0M+$24.7M
- SPS CommerceSPSC228,103 shares · 0.4% of their software · price +$14.0M$36.8M−$15.2M
- NICENICE123,744 shares · 0.4% of their software · price +$4.5M$35.1M−$18.4M
- SS&CSSNC488,000 shares · 0.4% of their software · price −$1.3M$33.9M+$23.4M
- DomoDOMO397,500 shares · 0.4% of their software$33.6M—
- Tucows Inc.TCX355,751 shares · 0.3% of their software$28.1MFlat
- Manhattan AssociatesMANH182,060 shares · 0.3% of their software · price +$1.5M$27.9M+$17.9M
- C3.aiAI589,800 shares · 0.3% of their software · price −$9.5M$27.3M+$33.3M
- CloudflareNET226,700 shares · 0.3% of their software · price +$1.5M$25.5MNew · +$24.0M
- JFrogFROG752,202 shares · 0.3% of their software · price −$9.0M$25.2MNew · +$34.2M
- PTCPTC185,700 shares · 0.3% of their software · price −$4.0M$22.2M+$15.5M
- LightspeedLSPD228,100 shares · 0.3% of their software · price +$2.9M$22.0MNew · +$19.1M
- Bandwidth Inc.BAND243,100 shares · 0.3% of their software · price −$11.6M$21.9M+$18.7M
- VaronisVRNS359,900 shares · 0.3% of their software · price +$1.2M$21.9M−$12.2M
- PaycomPAYC44,150 shares · 0.3% of their software · price +$5.8M$21.9M−$5.5M
- Endava plcDAVA157,263 shares · 0.2% of their software · price +$3.5M$21.4M+$9.7M
- Ooma, Inc.OOMA1,073,903 shares · 0.2% of their software$20.0M−$2.0M
- Allot Ltd.ALLT1,190,806 shares · 0.2% of their software · price −$5.9M$17.7M−$805K
- ZscalerZS67,400 shares · 0.2% of their software · price +$3.1M$17.7M−$42.3M
- LiveRamp Holdings, Inc.RAMP371,678 shares · 0.2% of their software$17.6M−$15.9M
- BoxBOX737,200 shares · 0.2% of their software · price −$1.4M$17.5M−$7.9M
- TrimbleTRMB210,044 shares · 0.2% of their software$17.3MNew · +$17.2M
- Agilysys, Inc.AGYS300,491 shares · 0.2% of their software · price −$1.4M$15.7M−$1.1M
- Sprout SocialSPT119,500 shares · 0.2% of their software · price +$3.9M$14.6MNew · +$10.7M
- DHI Group, Inc.DHX2,758,510 shares · 0.2% of their software · price +$3.8M$13.1M−$1.0M
- Alarm.com Holdings, Inc.ALRM160,200 shares · 0.1% of their software · price −$1.0M$12.5M−$1.2M
- 8x8EGHT488,930 shares · 0.1% of their software$11.4M—
- PagerDutyPD271,300 shares · 0.1% of their software$11.2M−$11.1M
- Health CatalystHCAT200,069 shares · 0.1% of their software · price −$1.1M$10.0M+$2.9M
- Bentley SystemsBSY162,950 shares · 0.1% of their software · price −$675K$9.9MNew · +$10.6M
- QualysQLYS79,700 shares · 0.1% of their software · price +$845K$8.9MNew · +$8.0M
- DescartesDSGX108,300 shares · 0.1% of their software · price +$1.3M$8.8M−$8.6M
- OktaOKTA37,000 shares · 0.1% of their software$8.8MNew · +$9.1M
- AkamaiAKAM82,600 shares · 0.1% of their software · price −$992K$8.6MNew · +$9.6M
- eGain CorporationEGAN718,135 shares · 0.1% of their software · price −$919K$7.3M−$1.3M
- CertaraCERT179,100 shares · 0.1% of their software · price +$854K$5.9M+$2.5M
- DoceboDCBO68,300 shares · 0.1% of their software · price +$940K$5.0M+$3.6M
- ACI WorldwideACIW155,524 shares · 0.1% of their software · price −$997K$4.8M+$3.3M
- Immersion CorporationIMMR680,213 shares · 0.1% of their software · price −$1.3M$4.7M+$3.5M
- Cognyte Software Ltd.CGNT222,200 shares · 0.1% of their software · price −$878K$4.6MFlat
- DynatraceDT63,500 shares · 0.1% of their software · price +$797K$4.5M−$2.8M
- Rapid7RPD37,596 shares · 0.0% of their software · price +$691K$4.2MNew · +$3.6M
- StoneCo Ltd.STNE114,826 shares · 0.0% of their software · price −$3.7M$4.0MNew · +$7.7M
- Paysign, Inc.PAYS1,456,358 shares · 0.0% of their software · price −$699K$3.9M−$656K
- YextYEXT299,971 shares · 0.0% of their software · price −$678K$3.6M+$603K
- PDF Solutions, Inc.PDFS153,500 shares · 0.0% of their software · price +$746K$3.5M−$796K
- Q2QTWO43,800 shares · 0.0% of their software · price −$983K$3.5M−$4.1M
- PowerFleet, Inc.AIOT487,400 shares · 0.0% of their software$3.3M−$670K
- Usio, Inc.USIO540,041 shares · 0.0% of their software$3.2MFlat
- NetSol Technologies, Inc.NTWK655,801 shares · 0.0% of their software$3.0MFlat
- Fair IsaacFICO7,250 shares · 0.0% of their software · price −$759K$2.9MNew · +$3.6M
- Rimini Street, Inc.RMNI297,530 shares · 0.0% of their software · price +$1.0M$2.9MSplit
- Mitek Systems, Inc.MITK153,008 shares · 0.0% of their software$2.8M+$1.5M
- ElasticESTC18,700 shares · 0.0% of their software$2.8MNew · +$2.7M
- AppFolioAPPF20,600 shares · 0.0% of their software$2.5MNew · +$2.9M
- SoundThinking, Inc.SSTI64,432 shares · 0.0% of their software · price −$799K$2.3MFlat
- Thryv Holdings, Inc.THRY74,260 shares · 0.0% of their software$2.2M+$503K
- International Money Express, Inc.IMXI131,300 shares · 0.0% of their software$2.2MNew · +$1.9M
- ShopifySHOP1,500 shares · 0.0% of their software$2.0M−$245M
- BlackBerry LimitedBB200,900 shares · 0.0% of their software · price −$500K$2.0MNew · +$2.5M
- Amdocs LimitedDOX23,700 shares · 0.0% of their software$1.8MNew · +$1.8M
- Asure Software, Inc.ASUR177,800 shares · 0.0% of their software$1.6MFlat
- ReposiTrak, Inc.TRAK260,608 shares · 0.0% of their software$1.4MFlat
- i3 Verticals, Inc.IIIV56,700 shares · 0.0% of their software$1.4M+$680K
- Veritone, Inc.VERI51,900 shares · 0.0% of their software$1.2M−$1.2M
- Xunlei LimitedXNET413,862 shares · 0.0% of their software · price −$704K$1.2M+$1.3M
- Viant Technology Inc.DSP89,600 shares · 0.0% of their software · price −$1.6M$1.1MNew · +$2.7M
- Euronet Worldwide, Inc.EEFT6,845 shares · 0.0% of their software$871KNew · +$926K
- Lesaka Technologies, Inc.LSAK164,079 shares · 0.0% of their software$763KFlat
- Bridgeline Digital, Inc.BLIN161,432 shares · 0.0% of their software$663K+$585K
- Ribbon Communications Inc.RBBN106,100 shares · 0.0% of their software$634K−$767K
- VertexVERX31,500 shares · 0.0% of their software$605KNew · +$691K
- Simulations PlusSLP6,200 shares · 0.0% of their software$245KNew · Flat
- Research Solutions, Inc.RSSS87,000 shares · 0.0% of their software$228KFlat
- VirTra, Inc.VTSI20,000 shares · 0.0% of their software$203KNew · Flat
- Duos Technologies Group, Inc.DUOT31,280 shares · 0.0% of their software$194KFlat
- Alight, Inc.ALIT15,200 shares · 0.0% of their software$174KNew · Flat
- MIND C.T.I. LtdMNDO49,642 shares · 0.0% of their software$156KFlat
- Priority Technology Holdings, Inc.PRTH11,500 shares · 0.0% of their software$77KNew · Flat