Generalist · New York, NY
Renaissance Technologies
Q3 2022 · compared with Q2 2022
Filed as Renaissance Technologies LLC
- Software
- $6.9B
- Weight of 13F
- 9.7%
- Names
- 189
- Net bought
- −$892M
Filed 14 November 2022 · SEC filing.
3,967 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
- MicrosoftMSFT3,824,284 shares · 13.0% of their software · price −$91.5M$891MFlat
- VeriSign, Inc.VRSN3,492,890 shares · 8.8% of their software · price +$22.2M$607M−$77.6M
- ZoomZM7,800,404 shares · 8.4% of their software · price −$268M$574M+$148M
- PalantirPLTR33,130,047 shares · 3.9% of their software · price −$31.1M$269M+$44.7M
- FortinetFTNT4,613,145 shares · 3.3% of their software · price −$34.4M$227M−$11.3M
- Block, Inc.XYZ4,098,462 shares · 3.3% of their software · price −$26.5M$225M+$94.1M
- The Trade DeskTTD3,628,500 shares · 3.2% of their software · price +$64.8M$217M+$78.4M
- SnowflakeSNOW1,161,699 shares · 2.9% of their software · price +$35.9M$197M−$120M
- F5, Inc.FFIV1,267,536 shares · 2.7% of their software · price −$10.5M$183MFlat
- DropboxDBX8,483,033 shares · 2.6% of their software · price −$2.3M$176M−$23.0M
- CrowdStrikeCRWD900,000 shares · 2.2% of their software · price −$3.4M$148M+$47.0M
- Automatic Data Processing, Inc.ADP653,529 shares · 2.2% of their software · price +$10.6M$148MNew · +$137M
- DatadogDDOG1,568,000 shares · 2.0% of their software · price −$10.1M$139M+$31.5M
- AdobeADBE450,833 shares · 1.8% of their software · price −$41.0M$124M+$145M
- ZscalerZS703,900 shares · 1.7% of their software · price +$10.5M$116M−$36.4M
- CadenceCDNS642,000 shares · 1.5% of their software · price +$8.6M$105M+$32.6M
- DocuSignDOCU1,849,900 shares · 1.4% of their software · price −$7.2M$98.9M−$27.5M
- CommvaultCVLT1,753,250 shares · 1.4% of their software · price −$17.3M$93.0M−$15.0M
- NetApp, Inc.NTAP1,465,054 shares · 1.3% of their software · price −$5.0M$90.6M−$22.8M
- Uber Technologies, Inc.UBER3,382,800 shares · 1.3% of their software · price +$20.4M$89.6M+$54.3M
- VeevaVEEV512,600 shares · 1.2% of their software · price −$17.0M$84.5M+$76.2M
- RingCentralRNG2,017,500 shares · 1.2% of their software · price −$24.8M$80.6M−$9.1M
- MorningstarMORN369,070 shares · 1.1% of their software · price −$10.9M$78.4M−$6.1M
- OktaOKTA1,330,700 shares · 1.1% of their software · price −$44.6M$75.7M+$22.9M
- Roper Technologies, Inc.ROP178,500 shares · 0.9% of their software · price −$6.2M$64.2M+$42.5M
- HubSpotHUBS232,600 shares · 0.9% of their software · price −$7.1M$62.8M+$16.5M
- Strategy IncMSTR283,200 shares · 0.9% of their software · price +$13.6M$60.1M−$19.1M
- IntuitINTU146,848 shares · 0.8% of their software$56.9M−$237M
- WorkivaWK680,900 shares · 0.8% of their software · price +$8.0M$53.0M−$16.0M
- SynopsysSNPS167,434 shares · 0.7% of their software$51.2M+$14.7M
- ZoomInfoZI1,220,700 shares · 0.7% of their software$50.9M—
- UiPathPATH3,939,800 shares · 0.7% of their software · price −$22.0M$49.7M−$28.2M
- ProgressPRGS1,160,470 shares · 0.7% of their software · price −$3.2M$49.4M−$6.1M
- Check PointCHKP436,700 shares · 0.7% of their software · price −$4.3M$48.9M−$1.3M
- Calix, Inc.CALX797,700 shares · 0.7% of their software · price +$21.5M$48.8M−$11.8M
- Manhattan AssociatesMANH348,560 shares · 0.7% of their software · price +$6.4M$46.4M−$1.4M
- Radware Ltd.RDWR1,738,539 shares · 0.6% of their software$37.9M−$7.0M
- C3.aiAI2,963,700 shares · 0.5% of their software · price −$17.1M$37.0M+$4.4M
- monday.comMNDY325,800 shares · 0.5% of their software · price +$3.3M$36.9M−$9.4M
- A10 Networks, Inc.ATEN2,680,533 shares · 0.5% of their software · price −$3.0M$35.6M−$4.0M
- EVERTEC, Inc.EVTC1,117,926 shares · 0.5% of their software · price −$6.2M$35.0M−$5.2M
- PaycomPAYC100,450 shares · 0.5% of their software · price +$5.0M$33.1M−$48.2M
- QualysQLYS232,700 shares · 0.5% of their software · price +$3.1M$32.4M+$5.9M
- MongoDBMDB154,800 shares · 0.4% of their software · price −$9.4M$30.7M−$94.8M
- Paychex, Inc.PAYX271,601 shares · 0.4% of their software$30.5MNew · +$30.9M
- PaylocityPCTY125,159 shares · 0.4% of their software · price +$8.4M$30.2M+$19.3M
- InterDigital, Inc.IDCC732,067 shares · 0.4% of their software · price −$14.9M$29.6M−$6.2M
- JFrogFROG1,268,100 shares · 0.4% of their software · price +$1.3M$28.0M−$7.7M
- BoxBOX1,041,708 shares · 0.4% of their software · price −$781K$25.4M−$10.7M
- Gen DigitalGEN1,252,000 shares · 0.4% of their software · price −$2.3M$25.2M+$7.8M
- WixWIX322,000 shares · 0.4% of their software · price +$4.1M$25.2M+$7.6M
- PTCPTC218,700 shares · 0.3% of their software$22.9M−$9.3M
- AsanaASAN912,300 shares · 0.3% of their software · price +$4.2M$20.3M−$7.2M
- BroadridgeBR140,500 shares · 0.3% of their software$20.3MNew · +$20.0M
- Tyler TechnologiesTYL58,300 shares · 0.3% of their software · price +$876K$20.3M+$7.1M
- OpenTextOTEX764,916 shares · 0.3% of their software · price −$8.7M$20.2MFlat
- Payoneer Global Inc.PAYO3,325,800 shares · 0.3% of their software · price +$7.1M$20.1M+$2.3M
- Lyft, Inc.LYFT1,527,600 shares · 0.3% of their software$20.1M+$17.9M
- SPS CommerceSPSC158,203 shares · 0.3% of their software · price +$1.8M$19.7M−$9.3M
- TeradataTDC601,100 shares · 0.3% of their software · price −$3.6M$18.7M+$5.7M
- DoximityDOCS614,400 shares · 0.3% of their software · price −$2.8M$18.6M−$4.1M
- LiveRamp Holdings, Inc.RAMP927,178 shares · 0.2% of their software · price −$7.1M$16.8M+$11.1M
- DigitalOceanDOCN458,900 shares · 0.2% of their software · price −$2.4M$16.6M−$898K
- ProcorePCOR326,900 shares · 0.2% of their software · price +$1.3M$16.2M+$2.4M
- NICENICE85,700 shares · 0.2% of their software$16.1M−$18.2M
- GuidewireGWRE260,400 shares · 0.2% of their software · price −$2.5M$16.0M+$13.6M
- Clear Secure, Inc.YOU679,900 shares · 0.2% of their software · price +$1.9M$15.5M+$8.2M
- Agilysys, Inc.AGYS271,352 shares · 0.2% of their software · price +$2.2M$15.0M−$2.8M
- StoneCo Ltd.STNE1,535,540 shares · 0.2% of their software · price +$2.8M$14.6MNew · +$11.8M
- DescartesDSGX224,042 shares · 0.2% of their software$14.2M−$10.3M
- PagSeguro Digital Ltd.PAGS1,004,000 shares · 0.2% of their software · price +$3.0M$13.3M+$3.6M
- Commerce.com, Inc.CMRC870,300 shares · 0.2% of their software · price −$1.2M$12.9M−$789K
- DHI Group, Inc.DHX2,386,860 shares · 0.2% of their software · price +$979K$12.8M−$1.4M
- TrimbleTRMB232,244 shares · 0.2% of their software · price −$920K$12.6M−$5.4M
- PubMaticPUBM754,100 shares · 0.2% of their software · price +$558K$12.5MFlat
- Alarm.com Holdings, Inc.ALRM192,600 shares · 0.2% of their software · price +$578K$12.5M−$3.4M
- SentinelOneS474,900 shares · 0.2% of their software · price +$1.1M$12.1M+$2.6M
- Tucows Inc.TCX312,675 shares · 0.2% of their software · price −$2.2M$11.7M−$2.5M
- TwilioTWLO164,700 shares · 0.2% of their software · price −$2.4M$11.4M+$13.6M
- Ooma, Inc.OOMA845,839 shares · 0.2% of their software$10.4M−$2.2M
- AppFolioAPPF96,000 shares · 0.1% of their software · price +$1.4M$10.1M−$1.2M
- Bentley SystemsBSY308,300 shares · 0.1% of their software · price −$835K$9.4M+$2.1M
- Euronet Worldwide, Inc.EEFT124,045 shares · 0.1% of their software · price −$3.1M$9.4M+$7.1M
- PagerDutyPD374,800 shares · 0.1% of their software · price −$641K$8.6M+$1.8M
- DomoDOMO447,800 shares · 0.1% of their software$8.1M—
- Sabre CorporationSABR1,544,000 shares · 0.1% of their software · price −$1.0M$8.0M−$4.5M
- ToastTOST403,000 shares · 0.1% of their software · price +$1.5M$6.7M−$16.6M
- CourseraCOUR599,900 shares · 0.1% of their software · price −$2.0M$6.5M+$2.5M
- DoubleVerifyDV236,200 shares · 0.1% of their software · price +$1.1M$6.5M+$2.0M
- LightspeedLSPD333,400 shares · 0.1% of their software · price −$1.6M$5.9M+$3.7M
- SchrödingerSDGR229,900 shares · 0.1% of their software$5.7MFlat
- Digital TurbineAPPS390,800 shares · 0.1% of their software · price −$1.2M$5.6MFlat
- Telos CorporationTLS607,600 shares · 0.1% of their software$5.4M−$526K
- FreshworksFRSH413,300 shares · 0.1% of their software$5.4M−$4.8M
- eGain CorporationEGAN646,219 shares · 0.1% of their software · price −$1.6M$4.8M−$1.5M
- nCinoNCNO137,900 shares · 0.1% of their software$4.7M−$952K
- Bandwidth Inc.BAND364,200 shares · 0.1% of their software · price −$2.5M$4.3M+$2.3M
- Five9FIVN57,500 shares · 0.1% of their software · price −$929K$4.3MNew · +$5.2M
- Agora, Inc.API1,179,349 shares · 0.1% of their software · price −$3.5M$4.3M−$1.9M
- 8x8EGHT1,212,030 shares · 0.1% of their software$4.2M—
- Allot Ltd.ALLT1,059,606 shares · 0.1% of their software · price −$1.0M$4.2M−$984K
- Mitek Systems, Inc.MITK444,200 shares · 0.1% of their software$4.1M−$683K
- NutanixNTNX186,800 shares · 0.1% of their software · price +$1.2M$3.9M−$4.5M
- Upbound Group, Inc.UPBD218,412 shares · 0.1% of their software$3.8M+$1.9M
- Definitive HealthcareDH245,800 shares · 0.1% of their software · price −$1.8M$3.8MNew · +$5.6M
- SS&CSSNC80,000 shares · 0.1% of their software · price −$826K$3.8M−$3.3M
- Kingsoft Cloud Holdings LimitedKC1,790,400 shares · 0.1% of their software · price −$4.4M$3.6M−$5.0M
- MagniteMGNI525,554 shares · 0.1% of their software · price −$1.2M$3.5M−$10.5M
- Materialise NVMTLS307,700 shares · 0.0% of their software · price −$895K$3.3M+$1.5M
- DoceboDCBO121,700 shares · 0.0% of their software$3.3M−$2.9M
- CoStarCSGP43,200 shares · 0.0% of their software$3.0M−$83.4M
- DynatraceDT86,200 shares · 0.0% of their software$3.0MNew · +$3.4M
- BlackBerry LimitedBB603,843 shares · 0.0% of their software$2.8M+$1.6M
- Expensify, Inc.EXFY183,800 shares · 0.0% of their software · price −$535K$2.7M+$1.6M
- AppLovinAPP139,600 shares · 0.0% of their software · price −$2.1M$2.7M−$916K
- Paysign, Inc.PAYS1,144,833 shares · 0.0% of their software · price +$973K$2.7MFlat
- UnityU75,100 shares · 0.0% of their software$2.4M+$615K
- Immersion CorporationIMMR417,013 shares · 0.0% of their software$2.3M+$557K
- SoundThinking, Inc.SSTI78,532 shares · 0.0% of their software$2.3MFlat
- SprinklrCXM243,100 shares · 0.0% of their software$2.2M+$1.9M
- WorkdayWDAY14,100 shares · 0.0% of their software$2.1M−$315M
- Thryv Holdings, Inc.THRY90,800 shares · 0.0% of their software$2.1M+$1.4M
- Nerdy Inc.NRDY975,297 shares · 0.0% of their software$2.1M+$1.4M
- YextYEXT461,000 shares · 0.0% of their software$2.1M−$5.5M
- International Money Express, Inc.IMXI89,800 shares · 0.0% of their software$2.0MFlat
- Yalla Group LimitedYALA622,253 shares · 0.0% of their software$2.0M−$896K
- Remitly Global, Inc.RELY178,000 shares · 0.0% of their software · price +$616K$2.0M−$1.0M
- DLocal LimitedDLO95,000 shares · 0.0% of their software · price −$544K$1.9MNew · +$2.5M
- NetScout Systems, Inc.NTCT58,300 shares · 0.0% of their software$1.8M−$1.9M
- Repay Holdings CorporationRPAY247,200 shares · 0.0% of their software · price −$1.4M$1.7MNew · +$3.2M
- NetSol Technologies, Inc.NTWK543,301 shares · 0.0% of their software$1.7MFlat
- SemrushSEMR150,300 shares · 0.0% of their software$1.7M—
- OneSpan Inc.OSPN193,360 shares · 0.0% of their software · price −$636K$1.7M+$1.3M
- Zeta GlobalZETA246,200 shares · 0.0% of their software · price +$515K$1.6M−$2.4M
- AvePointAVPT400,300 shares · 0.0% of their software$1.6MFlat
- Intapp, Inc.INTA81,800 shares · 0.0% of their software$1.5MFlat
- Health CatalystHCAT156,873 shares · 0.0% of their software · price −$751K$1.5M+$1.4M
- PDF Solutions, Inc.PDFS60,400 shares · 0.0% of their software$1.5M−$1.8M
- VertexVERX108,000 shares · 0.0% of their software$1.5MFlat
- Simulations PlusSLP29,700 shares · 0.0% of their software$1.4MNew · +$1.5M
- Riskified Ltd.RSKD344,500 shares · 0.0% of their software$1.4MFlat
- Clearwater AnalyticsCWAN79,400 shares · 0.0% of their software$1.3M—
- Rackspace Technology, Inc.RXT292,000 shares · 0.0% of their software · price −$902K$1.2M+$717K
- Rimini Street, Inc.RMNI254,030 shares · 0.0% of their software$1.2MFlat
- Consensus Cloud Solutions, Inc.CCSI24,500 shares · 0.0% of their software$1.2M−$760K
- AmplitudeAMPL73,691 shares · 0.0% of their software$1.1MNew · +$1.1M
- EverCommerceEVCM99,400 shares · 0.0% of their software$1.1MFlat
- PAR Technology CorporationPAR32,767 shares · 0.0% of their software$968K−$774K
- PowerFleet, Inc.AIOT298,149 shares · 0.0% of their software$918KFlat
- Q2QTWO25,000 shares · 0.0% of their software$805KFlat
- DuolingoDUOL7,800 shares · 0.0% of their software$743KNew · +$683K
- ReposiTrak, Inc.TRAK133,608 shares · 0.0% of their software$715KFlat
- PaymentusPAY71,506 shares · 0.0% of their software$695KFlat
- Cognyte Software Ltd.CGNT165,700 shares · 0.0% of their software$669KFlat
- Viant Technology Inc.DSP158,600 shares · 0.0% of their software$668KFlat
- CS Disco, Inc.LAW63,500 shares · 0.0% of their software · price −$511K$635K+$836K
- N-ableNABL68,700 shares · 0.0% of their software$634KFlat
- Ribbon Communications Inc.RBBN284,124 shares · 0.0% of their software$631K+$513K
- Tuya Inc.TUYA612,241 shares · 0.0% of their software · price −$1.0M$569KFlat
- BlackbaudBLKB11,997 shares · 0.0% of their software$529KNew · +$697K
- CCC Intelligent Solutions Holdings Inc.CCC57,700 shares · 0.0% of their software$525KNew · +$531K
- AppianAPPN12,800 shares · 0.0% of their software$523K−$2.7M
- Kaltura, Inc.KLTR227,100 shares · 0.0% of their software$500K−$515K
- GoDaddyGDDY6,700 shares · 0.0% of their software$475KNew · Flat
- Lesaka Technologies, Inc.LSAK135,000 shares · 0.0% of their software$475KFlat
- BackblazeBLZE93,200 shares · 0.0% of their software$463KFlat
- Usio, Inc.USIO343,041 shares · 0.0% of their software$446KFlat
- Donnelley Financial Solutions, Inc.DFIN10,200 shares · 0.0% of their software$377K−$949K
- CertaraCERT27,800 shares · 0.0% of their software$369KFlat
- Bridgeline Digital, Inc.BLIN264,950 shares · 0.0% of their software$347KFlat
- VirTra, Inc.VTSI63,100 shares · 0.0% of their software$341KFlat
- Rekor Systems, Inc.REKR335,299 shares · 0.0% of their software$335KFlat
- Sportradar Group AGSRAD37,100 shares · 0.0% of their software$326KFlat
- VaronisVRNS11,800 shares · 0.0% of their software$313K−$7.1M
- Shift4 Payments, Inc.FOUR6,000 shares · 0.0% of their software$268KNew · Flat
- CloudflareNET4,400 shares · 0.0% of their software$243K−$35.9M
- Daily Journal CorporationDJCO900 shares · 0.0% of their software$231KFlat
- Veritone, Inc.VERI35,900 shares · 0.0% of their software$202K−$852K
- Xunlei LimitedXNET112,025 shares · 0.0% of their software$156KFlat
- Asure Software, Inc.ASUR26,800 shares · 0.0% of their software$153KFlat
- FastlyFSLY15,500 shares · 0.0% of their software$142K−$16.3M
- Intellicheck, Inc.IDN55,300 shares · 0.0% of their software$139KFlat
- Full Truck Alliance Co. Ltd.YMM18,900 shares · 0.0% of their software$124KNew · Flat
- Research Solutions, Inc.RSSS57,700 shares · 0.0% of their software$118KFlat
- VTEXVTEX29,300 shares · 0.0% of their software$108K−$1.3M
- SimilarwebSMWB16,000 shares · 0.0% of their software$94KFlat
- AI Financial CorporationAIFC35,200 shares · 0.0% of their software$75KFlat
- MIND C.T.I. LtdMNDO20,500 shares · 0.0% of their software$43KFlat
- HeartCore Enterprises, Inc.HTCR13,602 shares · 0.0% of their software$16KNew · Flat