Generalist · New York, NY
Renaissance Technologies
Q2 2022 · compared with Q1 2022
Filed as Renaissance Technologies LLC
- Software
- $8.3B
- Weight of 13F
- 9.8%
- Names
- 187
- Net bought
- +$15.3B
Filed 12 August 2022 · SEC filing.
4,163 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
- MicrosoftMSFT3,820,133 shares · 11.8% of their software · price −$197M$981MNew · +$1.2B
- ZoomZM6,429,004 shares · 8.3% of their software · price −$59.5M$694MFlat
- VeriSign, Inc.VRSN3,956,890 shares · 8.0% of their software · price −$218M$662M−$13.3M
- ShopifySHOP14,036,600 shares · 5.3% of their software · price −$9.0B$439MNew · +$9.5B
- WorkdayWDAY2,274,400 shares · 3.8% of their software · price −$227M$317M+$474M
- IntuitINTU762,548 shares · 3.5% of their software · price −$72.7M$294MNew · +$367M
- SnowflakeSNOW2,023,999 shares · 3.4% of their software · price −$182M$281M+$287M
- FortinetFTNT4,813,745 shares · 3.3% of their software · price −$1.4B$272M+$1.3B
- PalantirPLTR28,204,147 shares · 3.1% of their software · price −$131M$256M+$215M
- DropboxDBX9,580,233 shares · 2.4% of their software · price −$21.7M$201M+$31.9M
- F5, Inc.FFIV1,264,562 shares · 2.3% of their software · price −$70.7M$194MFlat
- Block, Inc.XYZ2,567,000 shares · 1.9% of their software · price −$190M$158MNew · +$348M
- ZscalerZS947,429 shares · 1.7% of their software · price −$86.9M$142M+$60.2M
- MongoDBMDB520,000 shares · 1.6% of their software · price −$95.7M$135M+$206M
- DocuSignDOCU2,329,300 shares · 1.6% of their software · price −$116M$134M+$138M
- CommvaultCVLT1,991,987 shares · 1.5% of their software · price −$6.9M$125M+$11.2M
- NetApp, Inc.NTAP1,814,854 shares · 1.4% of their software · price −$32.2M$118M+$80.3M
- DatadogDDOG1,237,100 shares · 1.4% of their software · price −$69.6M$118M+$146M
- RingCentralRNG2,190,800 shares · 1.4% of their software · price −$142M$114M+$173M
- CrowdStrikeCRWD621,000 shares · 1.3% of their software · price −$36.3M$105M+$54.2M
- UiPathPATH5,488,000 shares · 1.2% of their software · price −$18.7M$99.8M+$54.0M
- OracleORCL1,395,232 shares · 1.2% of their software · price −$17.9M$97.5MNew · +$115M
- OktaOKTA1,077,000 shares · 1.2% of their software · price −$65.2M$97.4M+$93.3M
- MorningstarMORN394,370 shares · 1.1% of their software · price −$12.4M$95.4M−$5.8M
- CoStarCSGP1,424,280 shares · 1.0% of their software · price −$8.8M$86.0M+$41.3M
- PaycomPAYC272,450 shares · 0.9% of their software · price −$18.1M$76.3M+$33.0M
- The Trade DeskTTD1,756,100 shares · 0.9% of their software · price −$48.0M$73.6M+$46.7M
- ZoomInfoZI2,017,000 shares · 0.8% of their software$67.0M—
- Strategy IncMSTR399,500 shares · 0.8% of their software · price −$129M$65.6M+$152M
- CadenceCDNS424,600 shares · 0.8% of their software · price −$6.1M$63.7M+$12.7M
- WorkivaWK922,700 shares · 0.7% of their software · price −$48.0M$60.9MFlat
- ProgressPRGS1,295,070 shares · 0.7% of their software · price −$2.3M$58.7M+$2.1M
- Check PointCHKP447,100 shares · 0.7% of their software · price −$7.4M$54.4M+$20.7M
- HubSpotHUBS177,600 shares · 0.6% of their software · price −$31.0M$53.4MNew · +$84.3M
- InterDigital, Inc.IDCC833,767 shares · 0.6% of their software · price −$2.5M$50.7M+$8.1M
- C3.aiAI2,722,400 shares · 0.6% of their software · price −$12.1M$49.7M+$7.0M
- EVERTEC, Inc.EVTC1,258,534 shares · 0.6% of their software · price −$5.1M$46.4M−$2.1M
- Radware Ltd.RDWR2,061,839 shares · 0.5% of their software · price −$21.2M$44.7MFlat
- monday.comMNDY416,800 shares · 0.5% of their software · price −$22.9M$43.0M+$34.4M
- A10 Networks, Inc.ATEN2,957,233 shares · 0.5% of their software · price +$1.3M$42.5M+$1.4M
- Manhattan AssociatesMANH360,660 shares · 0.5% of their software · price −$8.7M$41.3M+$23.3M
- Calix, Inc.CALX1,143,823 shares · 0.5% of their software · price −$10.0M$39.1M−$13.0M
- BoxBOX1,468,100 shares · 0.4% of their software · price −$5.8M$36.9M+$16.3M
- SynopsysSNPS118,934 shares · 0.4% of their software · price −$3.5M$36.1MFlat
- CloudflareNET825,000 shares · 0.4% of their software · price −$62.7M$36.1M−$61.6M
- NICENICE180,044 shares · 0.4% of their software · price −$4.8M$34.6M+$11.8M
- JFrogFROG1,632,800 shares · 0.4% of their software · price −$9.6M$34.4M+$22.3M
- PTCPTC306,500 shares · 0.4% of their software$32.6M+$28.9M
- SAPSAP332,800 shares · 0.4% of their software · price −$6.7M$30.2M+$9.0M
- OpenTextOTEX767,316 shares · 0.3% of their software · price −$3.5M$29.0M−$18.4M
- Roper Technologies, Inc.ROP70,900 shares · 0.3% of their software · price −$5.5M$28.0M+$7.7M
- BILLBILL248,800 shares · 0.3% of their software · price −$29.1M$27.4MNew · +$56.4M
- SPS CommerceSPSC240,363 shares · 0.3% of their software · price −$4.4M$27.2M+$9.2M
- DoximityDOCS732,300 shares · 0.3% of their software · price −$12.6M$25.5M+$20.5M
- VeevaVEEV127,900 shares · 0.3% of their software · price −$1.8M$25.3M−$3.2M
- DescartesDSGX390,300 shares · 0.3% of their software · price −$4.4M$24.2M+$13.0M
- QualysQLYS185,900 shares · 0.3% of their software · price −$3.0M$23.4M+$20.1M
- AsanaASAN1,323,400 shares · 0.3% of their software · price −$29.6M$23.3M−$10.2M
- ToastTOST1,684,400 shares · 0.3% of their software · price −$14.8M$21.8M+$20.3M
- VeriskVRSK123,100 shares · 0.3% of their software · price −$5.1M$21.3M+$708K
- AdobeADBE54,333 shares · 0.2% of their software · price −$4.9M$19.9M−$30.6M
- DigitalOceanDOCN480,600 shares · 0.2% of their software · price −$7.9M$19.9M+$19.8M
- Gen DigitalGEN897,900 shares · 0.2% of their software · price −$4.1M$19.7M+$8.3M
- PegasystemsPEGA398,424 shares · 0.2% of their software · price −$13.1M$19.1M+$19.4M
- TrimbleTRMB325,044 shares · 0.2% of their software · price −$4.5M$18.9M−$10.3M
- TeradataTDC447,600 shares · 0.2% of their software · price −$5.5M$16.6M+$18.6M
- FastlyFSLY1,421,003 shares · 0.2% of their software · price −$8.2M$16.5M+$3.4M
- Tucows Inc.TCX368,451 shares · 0.2% of their software · price −$8.8M$16.4MFlat
- Agilysys, Inc.AGYS330,330 shares · 0.2% of their software · price +$2.4M$15.6M+$2.6M
- Alarm.com Holdings, Inc.ALRM248,100 shares · 0.2% of their software · price −$1.1M$15.3M+$8.6M
- MagniteMGNI1,708,954 shares · 0.2% of their software · price −$7.4M$15.2M−$3.4M
- Uber Technologies, Inc.UBER729,900 shares · 0.2% of their software · price −$11.1M$14.9M+$10.2M
- Commerce.com, Inc.CMRC919,000 shares · 0.2% of their software · price −$5.2M$14.9M−$5.1M
- WixWIX206,000 shares · 0.2% of their software · price −$8.0M$13.5M−$5.2M
- Sabre CorporationSABR2,312,300 shares · 0.2% of their software · price −$12.9M$13.5MNew · +$26.4M
- DHI Group, Inc.DHX2,663,160 shares · 0.2% of their software · price −$2.6M$13.2M−$806K
- Kingsoft Cloud Holdings LimitedKC2,905,400 shares · 0.2% of their software · price −$4.7M$12.9M+$6.3M
- LiveRamp Holdings, Inc.RAMP495,478 shares · 0.2% of their software · price −$5.7M$12.8M+$8.4M
- ProcorePCOR274,400 shares · 0.1% of their software · price −$3.4M$12.5M+$12.0M
- Tyler TechnologiesTYL36,949 shares · 0.1% of their software · price −$4.2M$12.3MNew · +$16.4M
- Ooma, Inc.OOMA1,030,803 shares · 0.1% of their software · price −$3.2M$12.2M+$877K
- PubMaticPUBM767,500 shares · 0.1% of their software · price −$7.9M$12.2MFlat
- Payoneer Global Inc.PAYO2,735,400 shares · 0.1% of their software · price −$1.5M$10.7M−$620K
- FreshworksFRSH781,000 shares · 0.1% of their software · price −$3.7M$10.3M+$12.7M
- AppFolioAPPF108,900 shares · 0.1% of their software · price −$2.5M$9.9M+$10.3M
- Agora, Inc.API1,464,900 shares · 0.1% of their software · price −$4.9M$9.6M+$3.5M
- SentinelOneS363,300 shares · 0.1% of their software · price −$5.6M$8.5M+$12.4M
- Bentley SystemsBSY245,900 shares · 0.1% of their software · price −$2.7M$8.2M+$8.1M
- 8x8EGHT1,548,930 shares · 0.1% of their software$8.0M—
- SS&CSSNC136,989 shares · 0.1% of their software · price −$2.3M$8.0M−$15.1M
- eGain CorporationEGAN797,419 shares · 0.1% of their software · price −$1.5M$7.8MFlat
- YextYEXT1,618,400 shares · 0.1% of their software · price −$3.4M$7.7M−$551K
- PagerDutyPD303,600 shares · 0.1% of their software · price −$2.9M$7.5M+$1.9M
- VaronisVRNS253,494 shares · 0.1% of their software · price −$4.6M$7.4M−$33.2M
- Digital TurbineAPPS418,800 shares · 0.1% of their software · price −$11.0M$7.3MNew · +$18.3M
- NutanixNTNX493,000 shares · 0.1% of their software · price −$6.0M$7.2M−$13.5M
- DomoDOMO253,921 shares · 0.1% of their software$7.1M—
- PagSeguro Digital Ltd.PAGS650,300 shares · 0.1% of their software · price −$6.4M$6.7MNew · +$13.0M
- DoceboDCBO223,300 shares · 0.1% of their software · price −$5.2M$6.4M+$7.2M
- Allot Ltd.ALLT1,260,906 shares · 0.1% of their software · price −$4.0M$6.2MFlat
- CourseraCOUR421,200 shares · 0.1% of their software · price −$3.7M$6.0M+$6.4M
- SchrödingerSDGR219,900 shares · 0.1% of their software · price −$1.7M$5.8M+$4.4M
- BlackLineBL86,000 shares · 0.1% of their software · price −$569K$5.7M−$8.0M
- AppLovinAPP166,200 shares · 0.1% of their software · price −$3.4M$5.7M+$4.0M
- Telos CorporationTLS672,700 shares · 0.1% of their software · price −$1.3M$5.4M−$1.4M
- ACI WorldwideACIW208,833 shares · 0.1% of their software · price −$1.2M$5.4M−$2.2M
- Clear Secure, Inc.YOU268,200 shares · 0.1% of their software · price −$1.8M$5.4M+$552K
- Euronet Worldwide, Inc.EEFT53,000 shares · 0.1% of their software · price −$1.6M$5.3M+$3.9M
- nCinoNCNO168,700 shares · 0.1% of their software · price −$1.7M$5.2M+$2.1M
- Sprout SocialSPT88,700 shares · 0.1% of their software · price −$2.0M$5.2M−$22.0M
- GuidewireGWRE69,300 shares · 0.1% of their software · price −$1.6M$4.9M−$11.2M
- Mitek Systems, Inc.MITK518,100 shares · 0.1% of their software · price −$2.8M$4.8M+$7.1M
- Bandwidth Inc.BAND242,700 shares · 0.1% of their software · price −$3.3M$4.6M−$7.3M
- NetScout Systems, Inc.NTCT113,800 shares · 0.0% of their software$3.9M−$3.0M
- LightspeedLSPD165,500 shares · 0.0% of their software · price −$1.4M$3.7M+$2.8M
- Zeta GlobalZETA770,500 shares · 0.0% of their software · price −$6.3M$3.5M+$8.7M
- Global-EGLBE167,300 shares · 0.0% of their software · price −$2.3M$3.4M−$3.0M
- DoubleVerifyDV148,700 shares · 0.0% of their software$3.4M+$3.3M
- Yalla Group LimitedYALA852,000 shares · 0.0% of their software$3.3M+$2.6M
- AppianAPPN69,500 shares · 0.0% of their software · price −$935K$3.3M−$9.8M
- PDF Solutions, Inc.PDFS142,433 shares · 0.0% of their software · price −$906K$3.1M+$2.2M
- Materialise NVMTLS200,700 shares · 0.0% of their software · price −$1.2M$2.7M+$3.1M
- PaylocityPCTY14,700 shares · 0.0% of their software$2.6MNew · +$3.0M
- SoundThinking, Inc.SSTI93,389 shares · 0.0% of their software$2.5M+$592K
- Upbound Group, Inc.UPBD122,899 shares · 0.0% of their software · price −$705K$2.4M−$10.6M
- Remitly Global, Inc.RELY310,500 shares · 0.0% of their software · price −$686K$2.4M−$708K
- Lyft, Inc.LYFT178,000 shares · 0.0% of their software · price −$4.5M$2.4MNew · +$6.8M
- SemrushSEMR178,300 shares · 0.0% of their software$2.3M—
- Clearwater AnalyticsCWAN190,700 shares · 0.0% of their software$2.3M—
- Amdocs LimitedDOX27,100 shares · 0.0% of their software$2.3M+$1.5M
- UnityU58,400 shares · 0.0% of their software · price −$3.6M$2.2M−$2.1M
- PAR Technology CorporationPAR53,400 shares · 0.0% of their software$2.0M−$3.5M
- Paysign, Inc.PAYS1,256,232 shares · 0.0% of their software · price −$565K$1.9MFlat
- NetSol Technologies, Inc.NTWK579,401 shares · 0.0% of their software$1.8MFlat
- International Money Express, Inc.IMXI89,500 shares · 0.0% of their software$1.8M+$631K
- Consensus Cloud Solutions, Inc.CCSI41,900 shares · 0.0% of their software · price −$689K$1.8M+$2.2M
- Immersion CorporationIMMR312,713 shares · 0.0% of their software$1.7MFlat
- BlackBerry LimitedBB308,000 shares · 0.0% of their software · price −$638K$1.7M−$1.6M
- Expensify, Inc.EXFY91,495 shares · 0.0% of their software$1.6M−$560K
- AvePointAVPT347,500 shares · 0.0% of their software$1.5MFlat
- VTEXVTEX461,900 shares · 0.0% of their software · price −$1.4M$1.4MSplit
- Rackspace Technology, Inc.RXT192,000 shares · 0.0% of their software · price −$766K$1.4M+$1.5M
- Tuya Inc.TUYA516,838 shares · 0.0% of their software$1.4M+$1.3M
- Donnelley Financial Solutions, Inc.DFIN42,600 shares · 0.0% of their software$1.2M−$602K
- Riskified Ltd.RSKD278,300 shares · 0.0% of their software$1.2M−$1.1M
- Rimini Street, Inc.RMNI202,930 shares · 0.0% of their software$1.2MFlat
- VertexVERX101,300 shares · 0.0% of their software$1.1MFlat
- Fair IsaacFICO2,800 shares · 0.0% of their software$1.1MNew · +$1.3M
- Usio, Inc.USIO461,547 shares · 0.0% of their software · price −$531K$1.1MFlat
- Veritone, Inc.VERI166,326 shares · 0.0% of their software · price −$2.0M$1.1M−$555K
- Intapp, Inc.INTA69,393 shares · 0.0% of their software · price −$650K$1.0M+$1.3M
- OneSpan Inc.OSPN84,400 shares · 0.0% of their software$1.0MFlat
- Kaltura, Inc.KLTR485,811 shares · 0.0% of their software$967KFlat
- PaymentusPAY69,100 shares · 0.0% of their software · price −$533K$924K+$911K
- Health CatalystHCAT58,400 shares · 0.0% of their software · price −$680K$846K−$7.3M
- Viant Technology Inc.DSP165,900 shares · 0.0% of their software$843KFlat
- EverCommerceEVCM88,000 shares · 0.0% of their software$796KNew · +$1.2M
- Cognyte Software Ltd.CGNT180,100 shares · 0.0% of their software · price −$1.3M$765K+$1.4M
- Lesaka Technologies, Inc.LSAK143,700 shares · 0.0% of their software$739KFlat
- PowerFleet, Inc.AIOT324,349 shares · 0.0% of their software$704KFlat
- Nerdy Inc.NRDY310,800 shares · 0.0% of their software · price −$920K$662K+$1.0M
- ReposiTrak, Inc.TRAK147,608 shares · 0.0% of their software$649KFlat
- CertaraCERT30,000 shares · 0.0% of their software$644KFlat
- N-ableNABL71,100 shares · 0.0% of their software$640K+$527K
- Q2QTWO15,800 shares · 0.0% of their software$609KNew · +$974K
- Thryv Holdings, Inc.THRY26,900 shares · 0.0% of their software$602KNew · +$756K
- Xunlei LimitedXNET364,627 shares · 0.0% of their software$576KFlat
- SprinklrCXM56,400 shares · 0.0% of their software$570KNew · +$671K
- FlywireFLYW32,200 shares · 0.0% of their software$568K−$2.2M
- Ribbon Communications Inc.RBBN115,300 shares · 0.0% of their software$351KFlat
- Rekor Systems, Inc.REKR198,900 shares · 0.0% of their software · price −$557K$350KNew · +$907K
- AlkamiALKT23,900 shares · 0.0% of their software$332K−$2.7M
- Bridgeline Digital, Inc.BLIN274,417 shares · 0.0% of their software$329KFlat
- CS Disco, Inc.LAW17,186 shares · 0.0% of their software$310KNew · +$584K
- VirTra, Inc.VTSI58,700 shares · 0.0% of their software$289KFlat
- i3 Verticals, Inc.IIIV10,500 shares · 0.0% of their software$263KNew · Flat
- Endava plcDAVA2,960 shares · 0.0% of their software$261K−$2.1M
- Sportradar Group AGSRAD30,518 shares · 0.0% of their software$241KNew · +$508K
- Daily Journal CorporationDJCO900 shares · 0.0% of their software$233KNew · Flat
- BackblazeBLZE43,300 shares · 0.0% of their software$226KFlat
- TwilioTWLO2,500 shares · 0.0% of their software$210K−$191M
- Asure Software, Inc.ASUR24,300 shares · 0.0% of their software$139KFlat
- Intellicheck, Inc.IDN55,200 shares · 0.0% of their software$112KFlat
- SimilarwebSMWB12,500 shares · 0.0% of their software$103KNew · Flat
- Research Solutions, Inc.RSSS48,400 shares · 0.0% of their software$86KFlat
- MIND C.T.I. LtdMNDO30,700 shares · 0.0% of their software$73KFlat
- AI Financial CorporationAIFC11,400 shares · 0.0% of their software$29KNew · Flat