Generalist · New York, NY
Renaissance Technologies
Q1 2022 · compared with Q4 2021
Filed as Renaissance Technologies LLC
- Software
- $6.4B
- Weight of 13F
- 7.5%
- Names
- 172
- Net bought
- +$933M
Filed 13 May 2022 · SEC filing.
4,018 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.VRSN4,016,590 shares · 14.0% of their software · price −$126M$894M−$33.8M
- ZoomZM6,449,306 shares · 11.8% of their software · price −$430M$756M+$450M
- FortinetFTNT937,789 shares · 5.0% of their software · price −$16.6M$320M−$27.0M
- F5, Inc.FFIV1,256,562 shares · 4.1% of their software · price −$44.9M$263M−$25.6M
- TwilioTWLO1,163,695 shares · 3.0% of their software · price −$115M$192M+$265M
- DropboxDBX8,209,733 shares · 3.0% of their software · price −$10.6M$191M−$5.8M
- SnowflakeSNOW770,300 shares · 2.8% of their software · price −$84.4M$176MNew · +$261M
- PalantirPLTR12,514,847 shares · 2.7% of their software · price −$56.1M$172M−$39.0M
- ZscalerZS697,800 shares · 2.6% of their software · price −$55.9M$168MNew · +$224M
- CloudflareNET1,339,500 shares · 2.5% of their software · price −$15.8M$160M+$67.6M
- CommvaultCVLT1,823,687 shares · 1.9% of their software · price −$4.7M$121M−$1.8M
- MorningstarMORN415,570 shares · 1.8% of their software · price −$28.6M$114M+$1.6M
- DocuSignDOCU1,042,900 shares · 1.7% of their software · price −$47.1M$112M+$140M
- WorkivaWK917,700 shares · 1.7% of their software · price −$11.5M$108M+$11.7M
- CrowdStrikeCRWD382,200 shares · 1.4% of their software · price +$8.5M$86.8M+$41.1M
- RingCentralRNG712,400 shares · 1.3% of their software · price −$50.0M$83.5MNew · +$133M
- The Trade DeskTTD1,082,400 shares · 1.2% of their software · price −$24.2M$75.0M−$9.0M
- WorkdayWDAY293,771 shares · 1.1% of their software · price −$9.9M$70.3MNew · +$80.3M
- NetApp, Inc.NTAP847,022 shares · 1.1% of their software · price −$7.6M$70.3M−$41.3M
- OktaOKTA458,700 shares · 1.1% of their software · price −$33.6M$69.2MNew · +$103M
- Radware Ltd.RDWR2,068,839 shares · 1.0% of their software · price −$20.0M$66.1M+$3.1M
- UiPathPATH2,985,730 shares · 1.0% of their software · price −$64.3M$64.5MNew · +$129M
- AsanaASAN1,577,500 shares · 1.0% of their software · price −$54.5M$63.1M+$24.7M
- Calix, Inc.CALX1,447,718 shares · 1.0% of their software · price −$53.7M$62.1M+$1.8M
- PaycomPAYC177,317 shares · 1.0% of their software · price −$12.2M$61.4M+$12.0M
- ProgressPRGS1,249,781 shares · 0.9% of their software · price −$1.5M$58.9M−$4.7M
- CadenceCDNS347,100 shares · 0.9% of their software · price −$7.6M$57.1MNew · +$64.7M
- AdobeADBE121,433 shares · 0.9% of their software · price −$13.5M$55.3M+$26.5M
- C3.aiAI2,412,200 shares · 0.9% of their software · price −$20.6M$54.8M+$21.3M
- EVERTEC, Inc.EVTC1,310,526 shares · 0.8% of their software · price −$11.9M$53.6M+$1.3M
- CoStarCSGP803,780 shares · 0.8% of their software · price −$10.0M$53.5M−$2.8M
- ZoomInfoZI886,200 shares · 0.8% of their software$52.9M—
- OpenTextOTEX1,201,716 shares · 0.8% of their software · price −$6.1M$51.0M+$31.2M
- VaronisVRNS951,000 shares · 0.7% of their software · price −$1.2M$45.2M+$8.3M
- InterDigital, Inc.IDCC706,467 shares · 0.7% of their software · price −$5.5M$45.1M+$573K
- Strategy IncMSTR86,300 shares · 0.7% of their software · price −$5.0M$42.0MNew · +$47.0M
- DatadogDDOG272,700 shares · 0.6% of their software · price −$7.3M$41.3M−$42.0M
- Check PointCHKP297,700 shares · 0.6% of their software · price +$6.5M$41.2M−$17.8M
- SynopsysSNPS119,834 shares · 0.6% of their software · price −$4.2M$39.9M−$21.5M
- A10 Networks, Inc.ATEN2,855,060 shares · 0.6% of their software · price −$7.5M$39.8M−$1.7M
- StoneCo Ltd.STNE3,034,500 shares · 0.6% of their software · price −$15.7M$35.5MNew · +$51.2M
- TrimbleTRMB468,144 shares · 0.5% of their software · price −$7.0M$33.8M+$33.9M
- monday.comMNDY199,100 shares · 0.5% of their software · price −$30.0M$31.5M+$60.5M
- VeevaVEEV143,100 shares · 0.5% of their software · price −$6.2M$30.4M−$56.2M
- Sprout SocialSPT363,400 shares · 0.5% of their software · price −$3.8M$29.1M+$16.2M
- SAPSAP251,500 shares · 0.4% of their software · price −$7.3M$27.9MNew · +$35.2M
- NICENICE126,144 shares · 0.4% of their software · price −$10.7M$27.6M+$12.4M
- TenableTENB473,200 shares · 0.4% of their software · price +$1.3M$27.3MNew · +$26.1M
- NutanixNTNX997,800 shares · 0.4% of their software · price −$5.0M$26.8M+$15.5M
- Manhattan AssociatesMANH192,560 shares · 0.4% of their software · price −$3.2M$26.7M+$4.9M
- WixWIX255,500 shares · 0.4% of their software · price −$13.6M$26.7MNew · +$40.3M
- BoxBOX906,200 shares · 0.4% of their software · price +$2.6M$26.3M+$15.5M
- MagniteMGNI1,964,654 shares · 0.4% of their software · price −$8.4M$26.0M+$20.0M
- Roper Technologies, Inc.ROP54,600 shares · 0.4% of their software · price −$1.1M$25.8M−$56.1M
- VeriskVRSK119,800 shares · 0.4% of their software · price −$1.7M$25.7M−$74.1M
- SS&CSSNC338,200 shares · 0.4% of their software · price −$2.4M$25.4M−$19.6M
- Commerce.com, Inc.CMRC1,151,000 shares · 0.4% of their software · price −$15.5M$25.2M+$11.5M
- Tucows Inc.TCX365,851 shares · 0.4% of their software · price −$5.7M$25.0M+$2.0M
- MongoDBMDB55,700 shares · 0.4% of their software · price −$4.8M$24.7MNew · +$29.5M
- SPS CommerceSPSC170,203 shares · 0.3% of their software · price −$1.9M$22.3M−$1.6M
- JFrogFROG804,300 shares · 0.3% of their software · price −$2.2M$21.7M−$1.8M
- FastlyFSLY1,226,800 shares · 0.3% of their software · price −$22.2M$21.3MNew · +$43.5M
- PubMaticPUBM776,900 shares · 0.3% of their software · price −$6.2M$20.3M+$3.3M
- GuidewireGWRE187,800 shares · 0.3% of their software · price −$3.6M$17.8MNew · +$21.3M
- DoximityDOCS337,800 shares · 0.3% of their software · price +$662K$17.6M+$12.0M
- DHI Group, Inc.DHX2,798,610 shares · 0.3% of their software · price −$812K$16.7MFlat
- ToastTOST750,900 shares · 0.3% of their software · price −$9.7M$16.3M+$22.3M
- Uber Technologies, Inc.UBER444,300 shares · 0.2% of their software · price −$2.8M$15.9M−$2.3M
- DescartesDSGX213,300 shares · 0.2% of their software · price −$2.0M$15.6M−$5.8M
- Gen DigitalGEN584,300 shares · 0.2% of their software$15.5M−$14.1M
- Bandwidth Inc.BAND468,200 shares · 0.2% of their software · price −$18.4M$15.2M+$24.1M
- Ooma, Inc.OOMA972,303 shares · 0.2% of their software · price −$5.3M$14.6M+$926K
- BlackLineBL194,900 shares · 0.2% of their software · price −$5.9M$14.3MNew · +$20.2M
- AppianAPPN229,900 shares · 0.2% of their software · price −$1.0M$14.0MNew · +$15.0M
- Upbound Group, Inc.UPBD544,499 shares · 0.2% of their software · price −$12.4M$13.7M−$13.8M
- 8x8EGHT1,068,955 shares · 0.2% of their software$13.5M—
- Payoneer Global Inc.PAYO2,874,308 shares · 0.2% of their software · price −$8.3M$12.8MNew · +$21.1M
- PegasystemsPEGA158,324 shares · 0.2% of their software · price −$4.9M$12.8MNew · +$17.7M
- YextYEXT1,698,300 shares · 0.2% of their software · price −$5.1M$11.7M+$11.9M
- Kingsoft Cloud Holdings LimitedKC1,863,100 shares · 0.2% of their software · price −$18.0M$11.3M+$16.6M
- DomoDOMO219,000 shares · 0.2% of their software$11.1M—
- Agora, Inc.API1,112,100 shares · 0.2% of their software · price −$7.0M$11.1M+$8.5M
- Agilysys, Inc.AGYS264,152 shares · 0.2% of their software · price −$1.2M$10.5MFlat
- Allot Ltd.ALLT1,293,806 shares · 0.2% of their software · price −$4.9M$10.5M+$1.4M
- LiveRamp Holdings, Inc.RAMP271,778 shares · 0.2% of their software · price −$2.9M$10.2M+$7.6M
- eGain CorporationEGAN790,493 shares · 0.1% of their software · price +$1.3M$9.2MFlat
- Health CatalystHCAT337,069 shares · 0.1% of their software · price −$4.5M$8.8M+$2.3M
- ACI WorldwideACIW277,933 shares · 0.1% of their software · price −$892K$8.8MNew · +$9.6M
- Global-EGLBE256,800 shares · 0.1% of their software · price −$7.6M$8.7MNew · +$16.3M
- PagerDutyPD249,400 shares · 0.1% of their software$8.5MNew · +$8.7M
- Telos CorporationTLS815,516 shares · 0.1% of their software · price −$4.4M$8.1M+$10.2M
- DigitalOceanDOCN138,600 shares · 0.1% of their software · price −$3.1M$8.0MNew · +$11.1M
- UnityU79,500 shares · 0.1% of their software · price −$3.5M$7.9MNew · +$11.4M
- Alarm.com Holdings, Inc.ALRM118,000 shares · 0.1% of their software · price −$2.2M$7.8M+$5.0M
- Clear Secure, Inc.YOU247,676 shares · 0.1% of their software · price −$1.1M$6.7M+$5.4M
- NetScout Systems, Inc.NTCT207,400 shares · 0.1% of their software$6.7MNew · +$6.9M
- QualysQLYS44,600 shares · 0.1% of their software$6.4M+$4.3M
- PAR Technology CorporationPAR141,308 shares · 0.1% of their software · price −$1.8M$5.7M+$5.2M
- AppLovinAPP94,100 shares · 0.1% of their software · price −$3.7M$5.2MNew · +$8.9M
- nCinoNCNO118,400 shares · 0.1% of their software · price −$1.6M$4.9MNew · +$6.5M
- PhreesiaPHR178,200 shares · 0.1% of their software · price −$2.7M$4.7M+$3.0M
- DoceboDCBO84,200 shares · 0.1% of their software · price −$1.3M$4.4M+$3.3M
- PTCPTC37,800 shares · 0.1% of their software · price −$508K$4.1MNew · +$4.6M
- BlackBerry LimitedBB526,200 shares · 0.1% of their software · price −$995K$3.9M+$3.2M
- ProcorePCOR67,400 shares · 0.1% of their software · price −$1.5M$3.9MNew · +$5.4M
- Remitly Global, Inc.RELY382,231 shares · 0.1% of their software · price −$4.1M$3.8M+$3.4M
- Veritone, Inc.VERI196,700 shares · 0.1% of their software · price −$826K$3.6M+$1.3M
- TeradataTDC69,300 shares · 0.1% of their software$3.4M−$25.5M
- DLocal LimitedDLO108,000 shares · 0.1% of their software$3.4MNew · +$3.9M
- CourseraCOUR144,100 shares · 0.1% of their software$3.3M+$2.4M
- FlywireFLYW102,900 shares · 0.0% of their software · price −$770K$3.1MNew · +$3.9M
- SchrödingerSDGR90,900 shares · 0.0% of their software$3.1MNew · +$3.2M
- AlkamiALKT214,000 shares · 0.0% of their software · price −$1.2M$3.1MNew · +$4.3M
- Euronet Worldwide, Inc.EEFT22,700 shares · 0.0% of their software$3.0M−$29.0M
- BlackbaudBLKB47,804 shares · 0.0% of their software · price −$914K$2.9MNew · +$3.8M
- Riskified Ltd.RSKD467,800 shares · 0.0% of their software · price −$851K$2.8M+$576K
- Bentley SystemsBSY61,500 shares · 0.0% of their software$2.7MNew · +$3.0M
- Definitive HealthcareDH103,000 shares · 0.0% of their software$2.5MFlat
- Endava plcDAVA18,960 shares · 0.0% of their software · price −$662K$2.5M−$24.6M
- Paysign, Inc.PAYS1,227,532 shares · 0.0% of their software$2.4MFlat
- NetSol Technologies, Inc.NTWK614,165 shares · 0.0% of their software$2.4MFlat
- SemrushSEMR186,800 shares · 0.0% of their software$2.2M—
- LightspeedLSPD72,800 shares · 0.0% of their software · price −$725K$2.2M−$20.2M
- Expensify, Inc.EXFY123,400 shares · 0.0% of their software · price −$3.3M$2.2MNew · +$5.4M
- AppFolioAPPF18,300 shares · 0.0% of their software$2.1MNew · +$2.2M
- Donnelley Financial Solutions, Inc.DFIN60,700 shares · 0.0% of their software · price −$843K$2.0M+$1.3M
- SoundThinking, Inc.SSTI72,032 shares · 0.0% of their software$2.0MFlat
- Usio, Inc.USIO525,591 shares · 0.0% of their software$1.9MFlat
- PDF Solutions, Inc.PDFS64,900 shares · 0.0% of their software$1.8M−$1.6M
- VertexVERX117,200 shares · 0.0% of their software$1.8M+$1.1M
- Immersion CorporationIMMR296,113 shares · 0.0% of their software$1.6M−$980K
- SentinelOneS42,200 shares · 0.0% of their software$1.6MNew · +$2.1M
- Rimini Street, Inc.RMNI273,930 shares · 0.0% of their software$1.6M−$1.5M
- Full Truck Alliance Co. Ltd.YMM237,700 shares · 0.0% of their software$1.6M−$17.5M
- OneSpan Inc.OSPN106,654 shares · 0.0% of their software$1.5M+$1.5M
- Viant Technology Inc.DSP222,692 shares · 0.0% of their software · price −$703K$1.5M+$1.1M
- WEX Inc.WEX8,000 shares · 0.0% of their software$1.4MNew · +$1.1M
- VTEXVTEX228,600 shares · 0.0% of their software · price −$1.0M$1.4M+$1.9M
- AvePointAVPT265,200 shares · 0.0% of their software$1.4MNew · +$1.7M
- FreshworksFRSH69,900 shares · 0.0% of their software · price −$583K$1.3M+$767K
- Yalla Group LimitedYALA275,682 shares · 0.0% of their software · price −$615K$1.2M−$728K
- International Money Express, Inc.IMXI58,900 shares · 0.0% of their software$1.2M−$535K
- Zeta GlobalZETA91,833 shares · 0.0% of their software$1.2M−$938K
- ReposiTrak, Inc.TRAK194,408 shares · 0.0% of their software$1.0MFlat
- Kaltura, Inc.KLTR551,300 shares · 0.0% of their software · price −$871K$987KFlat
- PowerFleet, Inc.AIOT327,449 shares · 0.0% of their software · price −$580K$973KFlat
- Xunlei LimitedXNET547,807 shares · 0.0% of their software$964K−$542K
- Lesaka Technologies, Inc.LSAK144,800 shares · 0.0% of their software$850KFlat
- Materialise NVMTLS40,700 shares · 0.0% of their software$788K+$621K
- GitLabGTLB13,500 shares · 0.0% of their software$735K+$948K
- Amdocs LimitedDOX8,400 shares · 0.0% of their software$691KNew · +$629K
- Cognyte Software Ltd.CGNT58,700 shares · 0.0% of their software$664KNew · +$920K
- Rackspace Technology, Inc.RXT58,300 shares · 0.0% of their software$651KNew · +$785K
- Bridgeline Digital, Inc.BLIN326,200 shares · 0.0% of their software$623KFlat
- BackblazeBLZE58,119 shares · 0.0% of their software$620KNew · +$982K
- Asure Software, Inc.ASUR100,900 shares · 0.0% of their software$600KFlat
- PaymentusPAY25,900 shares · 0.0% of their software$546KNew · +$906K
- Nerdy Inc.NRDY106,500 shares · 0.0% of their software$542KFlat
- VirTra, Inc.VTSI87,800 shares · 0.0% of their software$536KFlat
- SmartRent, Inc.SMRT100,900 shares · 0.0% of their software$511K+$676K
- Mitek Systems, Inc.MITK33,200 shares · 0.0% of their software$487K−$1.0M
- DoubleVerifyDV18,500 shares · 0.0% of their software$466K−$2.6M
- Ribbon Communications Inc.RBBN132,411 shares · 0.0% of their software$409KFlat
- Consensus Cloud Solutions, Inc.CCSI6,000 shares · 0.0% of their software$361KFlat
- Intapp, Inc.INTA13,700 shares · 0.0% of their software$329KFlat
- Tuya Inc.TUYA94,300 shares · 0.0% of their software$279KNew · +$589K
- CertaraCERT11,100 shares · 0.0% of their software$238K−$3.2M
- Clearwater AnalyticsCWAN9,700 shares · 0.0% of their software$204KNew
- MIND C.T.I. LtdMNDO61,025 shares · 0.0% of their software$179KFlat
- N-ableNABL13,200 shares · 0.0% of their software$120KNew · Flat
- Research Solutions, Inc.RSSS40,600 shares · 0.0% of their software$86KFlat
- Intellicheck, Inc.IDN16,897 shares · 0.0% of their software$43KNew · Flat