Generalist · New York, NY
Renaissance Technologies
Q4 2021 · compared with Q3 2021
Filed as Renaissance Technologies LLC
- Software
- $7.3B
- Weight of 13F
- 9.0%
- Names
- 141
- Net bought
- −$1.1B
Filed 11 February 2022 · SEC filing.
3,845 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.VRSN4,149,890 shares · 14.5% of their software · price +$203M$1.1B−$96.7M
- MicrosoftMSFT2,336,398 shares · 10.8% of their software · price +$127M$786M−$177M
- ZoomZM4,005,012 shares · 10.1% of their software · price −$311M$737M+$206M
- FortinetFTNT1,012,789 shares · 5.0% of their software · price +$68.2M$364M−$13.8M
- F5, Inc.FFIV1,361,062 shares · 4.6% of their software · price +$62.5M$333M−$35.1M
- PalantirPLTR14,656,011 shares · 3.7% of their software · price −$85.4M$267M+$40.8M
- Block, Inc.XYZ1,632,832 shares · 3.6% of their software · price −$128M$264MNew · +$392M
- DropboxDBX8,446,333 shares · 2.9% of their software · price −$39.5M$207M−$33.5M
- OracleORCL1,794,132 shares · 2.2% of their software$156MNew · +$156M
- MorningstarMORN410,900 shares · 1.9% of their software · price +$34.1M$141M−$10.2M
- CommvaultCVLT1,849,287 shares · 1.8% of their software · price −$11.8M$127M−$14.3M
- NetApp, Inc.NTAP1,296,254 shares · 1.6% of their software · price +$2.9M$119M−$2.3M
- Calix, Inc.CALX1,425,327 shares · 1.6% of their software · price +$43.5M$114M−$15.0M
- CloudflareNET825,700 shares · 1.5% of their software · price +$15.6M$109M+$67.5M
- The Trade DeskTTD1,180,200 shares · 1.5% of their software · price +$25.2M$108MNew · +$83.0M
- WorkivaWK827,700 shares · 1.5% of their software · price −$8.7M$108M−$8.8M
- VeriskVRSK443,800 shares · 1.4% of their software · price +$12.6M$102MNew · +$88.9M
- AsanaASAN1,246,100 shares · 1.3% of their software · price −$36.5M$92.9M+$11.9M
- VeevaVEEV363,100 shares · 1.3% of their software · price −$11.9M$92.8M+$8.9M
- DatadogDDOG508,296 shares · 1.2% of their software · price +$18.7M$90.5M−$89.3M
- Radware Ltd.RDWR1,994,439 shares · 1.1% of their software · price +$15.8M$83.0MFlat
- Roper Technologies, Inc.ROP168,700 shares · 1.1% of their software · price +$7.7M$83.0MFlat
- CoStarCSGP839,680 shares · 0.9% of their software · price −$5.9M$66.4MNew · +$72.3M
- SynopsysSNPS178,134 shares · 0.9% of their software · price +$12.3M$65.6M+$14.0M
- ProgressPRGS1,346,581 shares · 0.9% of their software · price −$1.2M$65.0M−$12.8M
- EVERTEC, Inc.EVTC1,283,591 shares · 0.9% of their software · price +$5.5M$64.2M−$1.4M
- PaycomPAYC148,350 shares · 0.8% of their software · price −$12.0M$61.6M+$51.7M
- Paychex, Inc.PAYX413,201 shares · 0.8% of their software · price +$9.9M$56.4M+$2.4M
- Palo Alto NetworksPANW98,860 shares · 0.8% of their software · price +$7.7M$55.0M−$122M
- C3.aiAI1,731,500 shares · 0.7% of their software · price −$26.1M$54.1M+$52.9M
- Check PointCHKP450,308 shares · 0.7% of their software · price +$1.6M$52.5M−$2.7M
- InterDigital, Inc.IDCC698,474 shares · 0.7% of their software · price +$2.7M$50.0M−$3.4M
- A10 Networks, Inc.ATEN2,954,833 shares · 0.7% of their software · price +$9.2M$49.0MFlat
- SS&CSSNC577,100 shares · 0.7% of their software · price +$7.3M$47.3M+$6.2M
- AdobeADBE74,633 shares · 0.6% of their software · price −$646K$42.3M−$550M
- TwilioTWLO159,195 shares · 0.6% of their software · price −$8.9M$41.9M−$29.2M
- Upbound Group, Inc.UPBD832,299 shares · 0.6% of their software · price −$6.8M$40.0M−$22.0M
- ZoomInfoZI617,000 shares · 0.5% of their software$39.6M—
- VaronisVRNS780,300 shares · 0.5% of their software · price −$9.4M$38.1M+$25.6M
- CrowdStrikeCRWD181,600 shares · 0.5% of their software · price −$7.5M$37.2M−$291M
- Euronet Worldwide, Inc.EEFT266,445 shares · 0.4% of their software · price −$2.2M$31.8M+$33.0M
- Gen DigitalGEN1,126,442 shares · 0.4% of their software · price +$766K$29.3M−$64.6M
- Commerce.com, Inc.CMRC826,300 shares · 0.4% of their software · price −$12.6M$29.2MNew · +$41.8M
- Tucows Inc.TCX342,511 shares · 0.4% of their software · price +$1.7M$28.7M−$1.0M
- TeradataTDC668,600 shares · 0.4% of their software · price −$9.9M$28.4M−$8.5M
- Endava plcDAVA165,463 shares · 0.4% of their software · price +$5.3M$27.8M+$1.1M
- DynatraceDT451,800 shares · 0.4% of their software · price −$4.8M$27.3M+$27.6M
- OpenTextOTEX544,916 shares · 0.4% of their software · price −$687K$25.9M−$11.4M
- SPS CommerceSPSC181,603 shares · 0.4% of their software · price −$3.4M$25.9M−$7.5M
- NICENICE85,144 shares · 0.4% of their software · price +$1.7M$25.9M−$11.0M
- JFrogFROG863,500 shares · 0.4% of their software · price −$3.3M$25.6M+$3.7M
- Manhattan AssociatesMANH161,069 shares · 0.3% of their software$25.0M−$3.2M
- DescartesDSGX283,400 shares · 0.3% of their software$23.4M+$14.2M
- PubMaticPUBM680,554 shares · 0.3% of their software · price +$5.2M$23.2MNew · +$17.9M
- LightspeedLSPD572,100 shares · 0.3% of their software · price −$32.0M$23.1M+$33.2M
- Uber Technologies, Inc.UBER498,590 shares · 0.3% of their software · price −$1.4M$20.9M−$194M
- Full Truck Alliance Co. Ltd.YMM2,324,757 shares · 0.3% of their software · price −$16.2M$19.5MNew · +$35.6M
- Ooma, Inc.OOMA927,003 shares · 0.3% of their software · price +$1.7M$18.9M−$2.7M
- DocuSignDOCU123,500 shares · 0.3% of their software · price −$13.0M$18.8M−$231M
- DHI Group, Inc.DHX2,821,810 shares · 0.2% of their software · price +$4.2M$17.6MFlat
- Sprout SocialSPT184,400 shares · 0.2% of their software · price −$5.8M$16.7M+$7.9M
- NutanixNTNX510,900 shares · 0.2% of their software · price −$3.0M$16.3M−$25.5M
- 8x8EGHT874,630 shares · 0.2% of their software$14.7M—
- MagniteMGNI822,864 shares · 0.2% of their software · price −$8.6M$14.4MNew · +$23.0M
- PaylocityPCTY60,800 shares · 0.2% of their software · price −$2.7M$14.4MNew · +$17.0M
- Allot Ltd.ALLT1,176,702 shares · 0.2% of their software · price −$3.5M$14.0MFlat
- Kingsoft Cloud Holdings LimitedKC811,012 shares · 0.2% of their software · price −$10.2M$12.8MNew · +$23.0M
- Agilysys, Inc.AGYS269,252 shares · 0.2% of their software · price −$2.1M$12.0M−$1.6M
- Health CatalystHCAT279,369 shares · 0.2% of their software · price −$2.9M$11.1M+$4.0M
- DomoDOMO212,900 shares · 0.1% of their software$10.6M—
- Agora, Inc.API589,196 shares · 0.1% of their software · price −$7.5M$9.6MNew · +$17.1M
- Bandwidth Inc.BAND132,000 shares · 0.1% of their software · price −$2.4M$9.5M−$10.0M
- BoxBOX315,400 shares · 0.1% of their software · price +$795K$8.3M−$10.0M
- eGain CorporationEGAN756,827 shares · 0.1% of their software$7.6MFlat
- TrimbleTRMB79,044 shares · 0.1% of their software$6.9M−$10.8M
- LiveRamp Holdings, Inc.RAMP113,878 shares · 0.1% of their software$5.5M−$12.2M
- Alarm.com Holdings, Inc.ALRM58,600 shares · 0.1% of their software$5.0M−$7.9M
- DoximityDOCS98,800 shares · 0.1% of their software · price −$3.0M$5.0MNew · +$8.0M
- YextYEXT496,700 shares · 0.1% of their software · price −$1.0M$4.9M+$2.4M
- Remitly Global, Inc.RELY219,200 shares · 0.1% of their software · price −$3.5M$4.5MNew · +$8.0M
- PhreesiaPHR105,597 shares · 0.1% of their software · price −$2.1M$4.4MNew · +$6.5M
- Fair IsaacFICO9,950 shares · 0.1% of their software$4.3M+$1.1M
- ToastTOST109,000 shares · 0.1% of their software · price −$1.7M$3.8MNew · +$5.4M
- PDF Solutions, Inc.PDFS116,700 shares · 0.1% of their software · price +$1.0M$3.7M−$848K
- CertaraCERT125,100 shares · 0.0% of their software · price −$585K$3.6M−$1.8M
- Definitive HealthcareDH120,000 shares · 0.0% of their software · price −$1.9M$3.3MNew · +$5.1M
- DoubleVerifyDV97,300 shares · 0.0% of their software$3.2MNew · +$3.3M
- Blend Labs, Inc.BLND433,600 shares · 0.0% of their software · price −$2.7M$3.2MNew · +$5.8M
- Rimini Street, Inc.RMNI528,030 shares · 0.0% of their software · price −$1.9M$3.2M+$2.2M
- Riskified Ltd.RSKD394,500 shares · 0.0% of their software · price −$5.9M$3.1MNew · +$9.0M
- Veritone, Inc.VERI137,700 shares · 0.0% of their software$3.1M+$2.0M
- Immersion CorporationIMMR467,770 shares · 0.0% of their software · price −$529K$2.7M−$1.5M
- NetSol Technologies, Inc.NTWK667,701 shares · 0.0% of their software$2.6MFlat
- Yalla Group LimitedYALA384,149 shares · 0.0% of their software$2.6MNew · +$2.9M
- Rapid7RPD21,196 shares · 0.0% of their software$2.5M−$1.9M
- Telos CorporationTLS153,000 shares · 0.0% of their software · price −$2.0M$2.4MNew · +$4.3M
- DoceboDCBO34,800 shares · 0.0% of their software$2.3M−$2.4M
- Clear Secure, Inc.YOU74,400 shares · 0.0% of their software · price −$720K$2.3MNew · +$3.1M
- PAR Technology CorporationPAR43,600 shares · 0.0% of their software$2.3MNew · +$2.7M
- Usio, Inc.USIO501,341 shares · 0.0% of their software · price −$782K$2.2MFlat
- Paysign, Inc.PAYS1,328,658 shares · 0.0% of their software · price −$1.5M$2.1MFlat
- Alight, Inc.ALIT193,500 shares · 0.0% of their software$2.1M+$2.0M
- ePlus inc.PLUS37,400 shares · 0.0% of their software · price −$1.8M$2.0MNew · +$3.8M
- QualysQLYS13,600 shares · 0.0% of their software$1.9M−$7.4M
- SoundThinking, Inc.SSTI62,732 shares · 0.0% of their software$1.9MFlat
- BlackBerry LimitedBB185,700 shares · 0.0% of their software$1.7MFlat
- PowerFleet, Inc.AIOT364,549 shares · 0.0% of their software · price −$715K$1.7M−$823K
- Zeta GlobalZETA203,200 shares · 0.0% of their software · price +$520K$1.7MNew · +$1.2M
- Xunlei LimitedXNET817,463 shares · 0.0% of their software · price −$695K$1.6M+$1.2M
- Mitek Systems, Inc.MITK90,307 shares · 0.0% of their software$1.6M−$1.2M
- Donnelley Financial Solutions, Inc.DFIN32,600 shares · 0.0% of their software$1.5MNew · +$1.1M
- ReposiTrak, Inc.TRAK263,057 shares · 0.0% of their software$1.5MFlat
- International Money Express, Inc.IMXI92,400 shares · 0.0% of their software$1.5M−$650K
- Kaltura, Inc.KLTR428,600 shares · 0.0% of their software · price −$3.0M$1.4MNew · +$4.4M
- Asure Software, Inc.ASUR151,804 shares · 0.0% of their software$1.2MFlat
- CourseraCOUR44,900 shares · 0.0% of their software$1.1MNew · +$1.4M
- FreshworksFRSH40,700 shares · 0.0% of their software · price −$669K$1.1MNew · +$1.7M
- Viant Technology Inc.DSP105,900 shares · 0.0% of their software$1.0MFlat
- monday.comMNDY3,100 shares · 0.0% of their software$957KNew · +$1.0M
- Lesaka Technologies, Inc.LSAK162,779 shares · 0.0% of their software$866KFlat
- FactSetFDS1,700 shares · 0.0% of their software$826KNew · +$671K
- VertexVERX50,200 shares · 0.0% of their software$797KFlat
- VirTra, Inc.VTSI110,900 shares · 0.0% of their software$776K+$922K
- BroadridgeBR4,100 shares · 0.0% of their software$750K−$53.0M
- EverCommerceEVCM45,969 shares · 0.0% of their software$724KNew · +$758K
- VTEXVTEX55,200 shares · 0.0% of their software · price −$544K$592KNew · +$1.1M
- Bridgeline Digital, Inc.BLIN253,859 shares · 0.0% of their software$574KFlat
- Consensus Cloud Solutions, Inc.CCSI8,815 shares · 0.0% of their software$510KNew · Flat
- SemrushSEMR17,600 shares · 0.0% of their software$367KNew
- AkamaiAKAM3,100 shares · 0.0% of their software$363K−$8.3M
- Ribbon Communications Inc.RBBN58,400 shares · 0.0% of their software$353KFlat
- Materialise NVMTLS14,700 shares · 0.0% of their software$351KNew · Flat
- OneSpan Inc.OSPN20,270 shares · 0.0% of their software$343KNew · Flat
- Q2QTWO4,000 shares · 0.0% of their software$318K−$3.2M
- SmartRent, Inc.SMRT31,100 shares · 0.0% of their software$301KNew · Flat
- Intapp, Inc.INTA9,600 shares · 0.0% of their software$242KNew · Flat
- GitLabGTLB2,600 shares · 0.0% of their software$226KNew · Flat
- Research Solutions, Inc.RSSS75,000 shares · 0.0% of their software$185KFlat
- MIND C.T.I. LtdMNDO57,514 shares · 0.0% of their software$179KFlat
- Nerdy Inc.NRDY31,200 shares · 0.0% of their software$140KNew · Flat
- Duos Technologies Group, Inc.DUOT16,899 shares · 0.0% of their software$87KFlat