Generalist · New York, NY
Renaissance Technologies
Q4 2022 · compared with Q3 2022
Filed as Renaissance Technologies LLC
- Software
- $5.8B
- Weight of 13F
- 8.0%
- Names
- 185
- Net bought
- −$620M
Filed 13 February 2023 · SEC filing.
4,059 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.VRSN3,085,390 shares · 10.9% of their software · price +$97.9M$634M−$70.8M
- ZoomZM7,019,715 shares · 8.2% of their software · price −$41.1M$476M−$57.5M
- PalantirPLTR43,000,160 shares · 4.8% of their software · price −$73.5M$276M+$80.2M
- SnowflakeSNOW1,851,899 shares · 4.6% of their software · price −$48.9M$266M+$117M
- AtlassianTEAM1,953,323 shares · 4.3% of their software · price −$160M$251MNew · +$411M
- FortinetFTNT4,272,445 shares · 3.6% of their software · price −$1.0M$209M−$16.7M
- MongoDBMDB918,200 shares · 3.1% of their software · price −$1.6M$181M+$152M
- DropboxDBX8,069,833 shares · 3.1% of their software · price +$13.4M$181M−$8.6M
- F5, Inc.FFIV1,123,136 shares · 2.8% of their software · price −$1.4M$161M−$20.9M
- CadenceCDNS992,200 shares · 2.7% of their software · price −$2.8M$159M+$57.2M
- DocuSignDOCU2,864,600 shares · 2.7% of their software · price +$5.6M$159M+$54.3M
- CrowdStrikeCRWD1,485,441 shares · 2.7% of their software · price −$88.4M$156M+$96.5M
- Palo Alto NetworksPANW1,062,250 shares · 2.6% of their software · price −$25.8M$148MNew · +$174M
- DatadogDDOG1,765,266 shares · 2.2% of their software · price −$27.0M$130M+$17.5M
- CommvaultCVLT1,585,887 shares · 1.7% of their software · price +$15.5M$99.7M−$8.9M
- ZscalerZS866,588 shares · 1.7% of their software · price −$45.5M$97.0M+$26.7M
- The Trade DeskTTD1,965,546 shares · 1.5% of their software · price −$29.3M$88.1M−$99.4M
- SynopsysSNPS273,734 shares · 1.5% of their software · price +$3.8M$87.4M+$32.5M
- NetApp, Inc.NTAP1,272,622 shares · 1.3% of their software · price −$2.3M$76.4M−$11.9M
- MorningstarMORN341,370 shares · 1.3% of their software · price +$1.5M$73.9M−$5.9M
- Uber Technologies, Inc.UBER2,957,100 shares · 1.3% of their software · price −$5.2M$73.1M−$11.3M
- UiPathPATH5,304,887 shares · 1.2% of their software · price +$530K$67.4M+$17.2M
- RingCentralRNG1,886,000 shares · 1.2% of their software · price −$8.6M$66.8M−$5.3M
- Check PointCHKP471,000 shares · 1.0% of their software · price +$6.7M$59.4M+$3.8M
- Roper Technologies, Inc.ROP136,500 shares · 1.0% of their software · price +$9.9M$59.0M−$15.1M
- ProgressPRGS1,073,370 shares · 0.9% of their software · price +$8.5M$54.2M−$3.7M
- WorkivaWK596,000 shares · 0.9% of their software · price +$3.7M$50.0M−$6.6M
- PaylocityPCTY242,200 shares · 0.8% of their software · price −$11.5M$47.1M+$28.3M
- Calix, Inc.CALX675,435 shares · 0.8% of their software · price +$4.9M$46.2M−$7.5M
- VeevaVEEV267,100 shares · 0.7% of their software · price −$935K$43.1M−$40.5M
- TwilioTWLO858,295 shares · 0.7% of their software · price −$17.3M$42.0M+$48.0M
- A10 Networks, Inc.ATEN2,484,633 shares · 0.7% of their software · price +$8.3M$41.3M−$2.6M
- NICENICE208,144 shares · 0.7% of their software · price +$845K$40.0M+$23.0M
- Tyler TechnologiesTYL123,800 shares · 0.7% of their software · price −$3.1M$39.9M+$22.8M
- Fair IsaacFICO66,250 shares · 0.7% of their software · price +$12.4M$39.7MNew · +$27.3M
- Manhattan AssociatesMANH326,060 shares · 0.7% of their software · price −$3.8M$39.6M−$3.0M
- monday.comMNDY291,300 shares · 0.6% of their software · price +$2.5M$35.5M−$3.9M
- Gen DigitalGEN1,646,400 shares · 0.6% of their software · price +$2.1M$35.3M+$7.9M
- QualysQLYS311,700 shares · 0.6% of their software · price −$8.5M$35.0M+$11.0M
- InterDigital, Inc.IDCC676,911 shares · 0.6% of their software · price +$6.1M$33.5M−$2.2M
- HubSpotHUBS111,600 shares · 0.6% of their software · price +$2.1M$32.3M−$32.7M
- EVERTEC, Inc.EVTC984,620 shares · 0.5% of their software · price +$1.0M$31.9M−$4.2M
- Radware Ltd.RDWR1,611,523 shares · 0.5% of their software · price −$3.3M$31.8M−$2.8M
- Lyft, Inc.LYFT2,812,699 shares · 0.5% of their software · price −$6.0M$31.0M+$16.9M
- BoxBOX964,700 shares · 0.5% of their software · price +$6.5M$30.0M−$1.9M
- ZoomInfoZI958,700 shares · 0.5% of their software$28.9M—
- TeradataTDC847,800 shares · 0.5% of their software · price +$2.2M$28.5M+$7.7M
- Clear Secure, Inc.YOU965,000 shares · 0.5% of their software · price +$4.4M$26.5M+$6.5M
- Automatic Data Processing, Inc.ADP102,100 shares · 0.4% of their software · price +$1.3M$24.4M−$125M
- AppLovinAPP2,173,539 shares · 0.4% of their software · price −$19.5M$22.9M+$39.6M
- Euronet Worldwide, Inc.EEFT231,945 shares · 0.4% of their software · price +$4.3M$21.9M+$8.2M
- JFrogFROG1,012,300 shares · 0.4% of their software · price −$790K$21.6M−$5.7M
- Agilysys, Inc.AGYS264,452 shares · 0.4% of their software · price +$6.3M$20.9MFlat
- DoximityDOCS587,300 shares · 0.3% of their software · price +$2.0M$19.7M−$819K
- ToastTOST1,021,620 shares · 0.3% of their software · price +$1.3M$18.4M+$10.3M
- SPS CommerceSPSC139,900 shares · 0.3% of their software · price +$588K$18.0M−$2.3M
- AdobeADBE52,137 shares · 0.3% of their software · price +$3.2M$17.5M−$110M
- DescartesDSGX238,900 shares · 0.3% of their software · price +$1.5M$16.6M+$944K
- Commerce.com, Inc.CMRC1,889,800 shares · 0.3% of their software · price −$11.5M$16.5M+$15.1M
- IntuitINTU41,148 shares · 0.3% of their software$16.0M−$40.9M
- ProcorePCOR329,600 shares · 0.3% of their software · price −$758K$15.6MFlat
- WixWIX192,600 shares · 0.3% of their software$14.8M−$10.1M
- C3.aiAI1,286,600 shares · 0.2% of their software · price −$1.7M$14.4M−$21.0M
- Payoneer Global Inc.PAYO2,521,170 shares · 0.2% of their software · price −$1.5M$13.8M−$4.9M
- Bentley SystemsBSY363,000 shares · 0.2% of their software · price +$2.3M$13.4M+$1.7M
- LiveRamp Holdings, Inc.RAMP550,278 shares · 0.2% of their software · price +$2.9M$12.9M−$6.8M
- AppFolioAPPF116,500 shares · 0.2% of their software$12.3M+$2.1M
- DHI Group, Inc.DHX2,293,060 shares · 0.2% of their software$12.1M−$505K
- GuidewireGWRE183,800 shares · 0.2% of their software$11.5M−$4.7M
- PagerDutyPD427,100 shares · 0.2% of their software · price +$1.5M$11.3M+$1.2M
- PaycomPAYC36,034 shares · 0.2% of their software · price −$709K$11.2M−$21.3M
- Adeia Inc.ADEA1,162,143 shares · 0.2% of their software · price +$3.9M$11.0MNew · +$7.1M
- Ooma, Inc.OOMA775,203 shares · 0.2% of their software · price +$1.0M$10.6M−$869K
- MagniteMGNI956,254 shares · 0.2% of their software · price +$3.8M$10.1M+$2.8M
- PubMaticPUBM772,448 shares · 0.2% of their software · price −$3.0M$9.9MFlat
- Alarm.com Holdings, Inc.ALRM195,500 shares · 0.2% of their software · price −$3.0M$9.7MFlat
- Tucows Inc.TCX283,951 shares · 0.2% of their software · price −$991K$9.6M−$1.1M
- GitLabGTLB201,500 shares · 0.2% of their software · price −$1.2M$9.2MNew · +$10.3M
- Strategy IncMSTR63,600 shares · 0.2% of their software · price −$4.5M$9.0M−$46.6M
- Kingsoft Cloud Holdings LimitedKC2,080,200 shares · 0.1% of their software · price +$3.8M$8.0M+$577K
- nCinoNCNO296,100 shares · 0.1% of their software · price −$2.3M$7.8M+$5.4M
- Bandwidth Inc.BAND340,600 shares · 0.1% of their software · price +$3.8M$7.8MFlat
- NutanixNTNX297,800 shares · 0.1% of their software · price +$1.6M$7.8M+$2.3M
- VaronisVRNS319,900 shares · 0.1% of their software · price −$825K$7.7M+$8.2M
- DomoDOMO528,700 shares · 0.1% of their software$7.5M—
- Paysafe LimitedPSFE498,924 shares · 0.1% of their software · price +$6.2M$6.9MNew · +$689K
- CourseraCOUR580,200 shares · 0.1% of their software · price +$609K$6.9MFlat
- DoubleVerifyDV300,300 shares · 0.1% of their software · price −$1.6M$6.6M+$1.8M
- Endava plcDAVA86,000 shares · 0.1% of their software$6.6MNew · +$6.9M
- DigitalOceanDOCN252,500 shares · 0.1% of their software · price −$2.7M$6.4M−$7.5M
- CloudflareNET131,400 shares · 0.1% of their software · price −$1.3M$5.9M+$7.0M
- FreshworksFRSH380,100 shares · 0.1% of their software · price +$661K$5.6MFlat
- AsanaASAN398,700 shares · 0.1% of their software · price −$3.4M$5.5M−$11.4M
- eGain CorporationEGAN607,619 shares · 0.1% of their software · price +$1.0M$5.5MFlat
- Digital TurbineAPPS325,000 shares · 0.1% of their software$5.0M−$948K
- BrazeBRZE168,700 shares · 0.1% of their software · price −$1.3M$4.6MNew · +$5.9M
- 8x8EGHT1,049,030 shares · 0.1% of their software$4.5M—
- SentinelOneS303,300 shares · 0.1% of their software · price −$3.3M$4.4M−$4.4M
- DuolingoDUOL61,900 shares · 0.1% of their software · price −$1.5M$4.4M+$5.2M
- Telos CorporationTLS779,145 shares · 0.1% of their software · price −$3.0M$4.0M+$1.5M
- AmplitudeAMPL321,300 shares · 0.1% of their software · price −$1.1M$3.9M+$3.8M
- SchrödingerSDGR197,600 shares · 0.1% of their software · price −$1.2M$3.7M−$807K
- Agora, Inc.API936,666 shares · 0.1% of their software$3.7M−$881K
- Upbound Group, Inc.UPBD158,212 shares · 0.1% of their software · price +$797K$3.6M−$1.1M
- NetScout Systems, Inc.NTCT104,900 shares · 0.1% of their software$3.4M+$1.5M
- Allot Ltd.ALLT970,806 shares · 0.1% of their software$3.3MFlat
- Materialise NVMTLS376,500 shares · 0.1% of their software · price −$719K$3.3M+$737K
- Mitek Systems, Inc.MITK332,000 shares · 0.1% of their software$3.2M−$1.0M
- CCC Intelligent Solutions Holdings Inc.CCC366,400 shares · 0.1% of their software$3.2M+$2.8M
- Definitive HealthcareDH277,900 shares · 0.1% of their software · price −$1.3M$3.1MFlat
- Paysign, Inc.PAYS1,088,154 shares · 0.0% of their software$2.8MFlat
- Repay Holdings CorporationRPAY347,300 shares · 0.0% of their software$2.8M+$707K
- BlackBerry LimitedBB833,543 shares · 0.0% of their software · price −$1.2M$2.7M+$1.1M
- DLocal LimitedDLO172,900 shares · 0.0% of their software · price −$856K$2.7M+$1.6M
- Clearwater AnalyticsCWAN132,400 shares · 0.0% of their software$2.5M—
- StoneCo Ltd.STNE260,800 shares · 0.0% of their software$2.5M−$12.1M
- LightspeedLSPD171,400 shares · 0.0% of their software · price −$562K$2.5M−$2.8M
- SoundThinking, Inc.SSTI72,332 shares · 0.0% of their software$2.4MFlat
- Xperi Inc.XPER280,573 shares · 0.0% of their software · price −$4.9M$2.4MNew · +$7.3M
- Simulations PlusSLP59,900 shares · 0.0% of their software · price −$717K$2.2M+$1.5M
- Intapp, Inc.INTA86,400 shares · 0.0% of their software · price +$542K$2.2MFlat
- Yalla Group LimitedYALA611,000 shares · 0.0% of their software$2.1MFlat
- Zeta GlobalZETA259,300 shares · 0.0% of their software$2.1MFlat
- OktaOKTA30,700 shares · 0.0% of their software$2.1M−$73.9M
- AppianAPPN62,400 shares · 0.0% of their software · price −$516K$2.0M+$2.0M
- SprinklrCXM246,800 shares · 0.0% of their software$2.0MFlat
- Health CatalystHCAT188,362 shares · 0.0% of their software$2.0MFlat
- Expensify, Inc.EXFY220,600 shares · 0.0% of their software · price −$1.3M$1.9M+$548K
- DoceboDCBO58,700 shares · 0.0% of their software$1.9M−$1.7M
- AvePointAVPT455,200 shares · 0.0% of their software$1.9MFlat
- Remitly Global, Inc.RELY153,900 shares · 0.0% of their software$1.8MFlat
- VertexVERX115,800 shares · 0.0% of their software$1.7MFlat
- DynatraceDT43,700 shares · 0.0% of their software$1.7M−$1.5M
- SamsaraIOT127,300 shares · 0.0% of their software$1.6MNew · +$1.5M
- FlywireFLYW62,900 shares · 0.0% of their software$1.5MNew · +$1.4M
- CertaraCERT94,900 shares · 0.0% of their software$1.5M+$891K
- NetSol Technologies, Inc.NTWK516,018 shares · 0.0% of their software$1.5MFlat
- Rackspace Technology, Inc.RXT483,700 shares · 0.0% of their software · price −$547K$1.4M+$782K
- N-ableNABL134,300 shares · 0.0% of their software$1.4M+$605K
- PAR Technology CorporationPAR50,800 shares · 0.0% of their software$1.3M+$533K
- Immersion CorporationIMMR187,300 shares · 0.0% of their software$1.3M−$1.3M
- PDF Solutions, Inc.PDFS44,900 shares · 0.0% of their software$1.3MFlat
- Consensus Cloud Solutions, Inc.CCSI22,800 shares · 0.0% of their software$1.2MFlat
- Riskified Ltd.RSKD264,700 shares · 0.0% of their software$1.2MFlat
- OneSpan Inc.OSPN106,300 shares · 0.0% of their software$1.2M−$750K
- CS Disco, Inc.LAW187,998 shares · 0.0% of their software · price −$692K$1.2M+$1.2M
- YextYEXT177,700 shares · 0.0% of their software$1.2M−$1.3M
- SemrushSEMR136,200 shares · 0.0% of their software$1.1M—
- PaymentusPAY137,400 shares · 0.0% of their software$1.1M+$640K
- AlkamiALKT71,500 shares · 0.0% of their software$1.0MNew · +$1.1M
- Nerdy Inc.NRDY444,485 shares · 0.0% of their software$1.0M−$1.1M
- International Money Express, Inc.IMXI38,700 shares · 0.0% of their software$943K−$1.2M
- Rimini Street, Inc.RMNI229,730 shares · 0.0% of their software$875KFlat
- Tuya Inc.TUYA427,000 shares · 0.0% of their software$816KFlat
- PowerFleet, Inc.AIOT281,910 shares · 0.0% of their software$758KFlat
- OpenTextOTEX23,300 shares · 0.0% of their software$691K−$19.6M
- ReposiTrak, Inc.TRAK138,663 shares · 0.0% of their software$686KFlat
- Thryv Holdings, Inc.THRY35,000 shares · 0.0% of their software$665K−$1.3M
- Lesaka Technologies, Inc.LSAK136,100 shares · 0.0% of their software$619KFlat
- Viant Technology Inc.DSP149,300 shares · 0.0% of their software$600KFlat
- i3 Verticals, Inc.IIIV24,100 shares · 0.0% of their software$587KNew · Flat
- Usio, Inc.USIO321,741 shares · 0.0% of their software$531KFlat
- BackblazeBLZE83,700 shares · 0.0% of their software$515KFlat
- Cognyte Software Ltd.CGNT126,300 shares · 0.0% of their software$393KFlat
- Kaltura, Inc.KLTR214,500 shares · 0.0% of their software$369KFlat
- GoDaddyGDDY4,300 shares · 0.0% of their software$322KFlat
- Daily Journal CorporationDJCO1,000 shares · 0.0% of their software$251KFlat
- Bridgeline Digital, Inc.BLIN232,759 shares · 0.0% of their software$244KFlat
- VTEXVTEX61,900 shares · 0.0% of their software$232KFlat
- VirTra, Inc.VTSI48,900 shares · 0.0% of their software$229KFlat
- Q2QTWO8,000 shares · 0.0% of their software$215K−$547K
- Ribbon Communications Inc.RBBN76,200 shares · 0.0% of their software$213KFlat
- Blend Labs, Inc.BLND140,100 shares · 0.0% of their software$202KNew · Flat
- SimilarwebSMWB22,400 shares · 0.0% of their software$144KFlat
- EverCommerceEVCM18,900 shares · 0.0% of their software$141K−$880K
- Research Solutions, Inc.RSSS73,435 shares · 0.0% of their software$141KFlat
- Sportradar Group AGSRAD12,800 shares · 0.0% of their software$127KFlat
- FastlyFSLY14,300 shares · 0.0% of their software$117KFlat
- Intellicheck, Inc.IDN53,700 shares · 0.0% of their software$107KFlat
- Veritone, Inc.VERI19,200 shares · 0.0% of their software$102KFlat
- MIND C.T.I. LtdMNDO38,500 shares · 0.0% of their software$81KFlat
- Cellebrite DI Ltd.CLBT13,300 shares · 0.0% of their software$58KNew · Flat
- AI Financial CorporationAIFC29,300 shares · 0.0% of their software$40KFlat
- Xunlei LimitedXNET11,943 shares · 0.0% of their software$22KFlat
- HeartCore Enterprises, Inc.HTCR19,330 shares · 0.0% of their software$18KFlat