Generalist · New York, NY
Renaissance Technologies
Q1 2023 · compared with Q4 2022
Filed as Renaissance Technologies LLC
- Software
- $7.0B
- Weight of 13F
- 9.3%
- Names
- 189
- Net bought
- +$510M
Filed 12 May 2023 · SEC filing.
3,915 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.VRSN3,183,090 shares · 9.6% of their software · price +$18.7M$673M+$20.1M
- ZoomZM6,573,415 shares · 6.9% of their software · price +$40.1M$485M−$30.2M
- FortinetFTNT6,230,645 shares · 5.9% of their software · price +$109M$414M+$95.7M
- CrowdStrikeCRWD2,790,400 shares · 5.4% of their software · price +$89.2M$383M+$137M
- SnowflakeSNOW2,422,599 shares · 5.3% of their software · price +$26.0M$374M+$81.9M
- PalantirPLTR40,613,757 shares · 4.9% of their software · price +$82.4M$343M−$15.3M
- AtlassianTEAM1,732,923 shares · 4.2% of their software · price +$73.6M$297M−$28.4M
- Automatic Data Processing, Inc.ADP1,023,100 shares · 3.2% of their software · price −$16.6M$228M+$220M
- DatadogDDOG2,761,500 shares · 2.9% of their software · price −$2.3M$201M+$73.2M
- DropboxDBX8,645,933 shares · 2.7% of their software · price −$6.6M$187M+$12.9M
- DocuSignDOCU2,872,900 shares · 2.4% of their software · price +$8.3M$167MFlat
- F5, Inc.FFIV1,009,562 shares · 2.1% of their software · price +$2.2M$147M−$16.3M
- Uber Technologies, Inc.UBER4,623,400 shares · 2.1% of their software · price +$32.2M$147M+$41.2M
- ZscalerZS1,219,700 shares · 2.0% of their software · price +$6.0M$142M+$39.5M
- HubSpotHUBS288,600 shares · 1.8% of their software · price +$40.3M$124M+$51.2M
- CoStarCSGP1,374,480 shares · 1.3% of their software · price −$11.6M$94.6MNew · +$106M
- CommvaultCVLT1,554,387 shares · 1.3% of their software · price −$9.5M$88.2M−$2.0M
- Check PointCHKP676,808 shares · 1.3% of their software · price +$2.6M$88.0M+$26.0M
- MongoDBMDB376,200 shares · 1.2% of their software · price +$13.6M$87.7M−$107M
- PaylocityPCTY412,000 shares · 1.2% of their software · price +$1.9M$81.9M+$33.0M
- ZoomInfoZI3,260,500 shares · 1.1% of their software$80.6M—
- UiPathPATH4,527,987 shares · 1.1% of their software · price +$22.0M$79.5M−$9.9M
- monday.comMNDY549,700 shares · 1.1% of their software · price +$11.4M$78.5M+$31.5M
- PaycomPAYC249,850 shares · 1.1% of their software · price −$1.6M$76.0M+$66.3M
- NetApp, Inc.NTAP1,184,122 shares · 1.1% of their software · price +$4.5M$75.6M−$5.3M
- VeevaVEEV410,700 shares · 1.1% of their software · price +$9.2M$75.5M+$23.2M
- Roper Technologies, Inc.ROP147,200 shares · 0.9% of their software · price +$1.3M$64.9M+$4.6M
- MorningstarMORN311,600 shares · 0.9% of their software · price −$4.2M$63.3M−$6.4M
- WorkivaWK611,100 shares · 0.9% of their software · price +$11.3M$62.6M+$1.3M
- ProgressPRGS1,066,770 shares · 0.9% of their software · price +$7.5M$61.3MFlat
- Manhattan AssociatesMANH343,960 shares · 0.8% of their software · price +$11.5M$53.3M+$2.2M
- SentinelOneS2,868,500 shares · 0.7% of their software · price +$5.1M$46.9M+$37.4M
- Calix, Inc.CALX850,653 shares · 0.6% of their software · price −$12.6M$45.6M+$12.0M
- A10 Networks, Inc.ATEN2,487,433 shares · 0.5% of their software · price −$2.8M$38.5MFlat
- InterDigital, Inc.IDCC526,390 shares · 0.5% of their software · price +$12.3M$38.4M−$7.4M
- TeradataTDC945,200 shares · 0.5% of their software · price +$6.3M$38.1M+$3.3M
- EVERTEC, Inc.EVTC1,116,626 shares · 0.5% of their software · price +$1.5M$37.7M+$4.3M
- Clear Secure, Inc.YOU1,394,050 shares · 0.5% of their software · price −$1.8M$36.5M+$11.8M
- BoxBOX1,319,000 shares · 0.5% of their software · price −$5.7M$35.3M+$11.0M
- Radware Ltd.RDWR1,598,523 shares · 0.5% of their software · price +$2.9M$34.4MFlat
- OktaOKTA388,000 shares · 0.5% of their software · price +$6.9M$33.5M+$24.4M
- AsanaASAN1,493,500 shares · 0.4% of their software · price +$11.0M$31.6M+$15.1M
- DuolingoDUOL218,100 shares · 0.4% of their software · price +$15.6M$31.1M+$11.1M
- CadenceCDNS146,800 shares · 0.4% of their software · price +$7.3M$30.8M−$136M
- NutanixNTNX1,170,000 shares · 0.4% of their software$30.4M+$22.7M
- The Trade DeskTTD482,600 shares · 0.4% of their software · price +$7.8M$29.4M−$66.5M
- Gen DigitalGEN1,701,500 shares · 0.4% of their software · price −$7.3M$29.2M+$1.2M
- BILLBILL348,700 shares · 0.4% of their software · price −$9.7M$28.3MNew · +$38.0M
- RingCentralRNG915,900 shares · 0.4% of their software · price −$4.3M$28.1M−$34.3M
- JFrogFROG1,385,800 shares · 0.4% of their software · price −$2.3M$27.3M+$8.0M
- Tyler TechnologiesTYL74,400 shares · 0.4% of their software · price +$2.4M$26.4M−$15.9M
- NICENICE113,944 shares · 0.4% of their software · price +$4.2M$26.1M−$18.1M
- Agilysys, Inc.AGYS283,852 shares · 0.3% of their software · price +$957K$23.4M+$1.5M
- QualysQLYS169,200 shares · 0.3% of their software · price +$3.0M$22.0M−$16.0M
- SamsaraIOT1,098,500 shares · 0.3% of their software · price +$8.0M$21.7M+$12.1M
- Euronet Worldwide, Inc.EEFT189,945 shares · 0.3% of their software · price +$3.3M$21.3M−$4.0M
- DescartesDSGX261,500 shares · 0.3% of their software · price +$2.9M$21.1M+$1.6M
- Lyft, Inc.LYFT2,267,799 shares · 0.3% of their software · price −$4.0M$21.0M−$6.0M
- PagerDutyPD586,400 shares · 0.3% of their software · price +$4.9M$20.5M+$4.2M
- Payoneer Global Inc.PAYO3,214,083 shares · 0.3% of their software · price +$2.6M$20.2M+$3.8M
- SPS CommerceSPSC128,000 shares · 0.3% of their software · price +$3.1M$19.5M−$1.5M
- VaronisVRNS733,500 shares · 0.3% of their software · price +$1.5M$19.1M+$9.9M
- Palo Alto NetworksPANW95,200 shares · 0.3% of their software · price +$5.7M$19.0M−$135M
- DoximityDOCS587,100 shares · 0.3% of their software · price −$693K$19.0MFlat
- AppFolioAPPF147,000 shares · 0.3% of their software · price +$2.8M$18.3M+$3.2M
- VeriskVRSK94,600 shares · 0.3% of their software · price +$1.5M$18.2MNew · +$16.7M
- ProcorePCOR280,200 shares · 0.2% of their software · price +$4.3M$17.5M−$2.3M
- AppLovinAPP1,114,000 shares · 0.2% of their software · price +$5.8M$17.5MSplit
- Bentley SystemsBSY407,200 shares · 0.2% of their software · price +$2.5M$17.5M+$1.6M
- ToastTOST960,000 shares · 0.2% of their software$17.0M−$1.1M
- LiveRamp Holdings, Inc.RAMP731,078 shares · 0.2% of their software · price −$1.1M$16.0M+$4.2M
- DynatraceDT368,400 shares · 0.2% of their software · price +$1.5M$15.6M+$12.4M
- TwilioTWLO215,800 shares · 0.2% of their software · price +$3.8M$14.4M−$31.5M
- Sprout SocialSPT222,700 shares · 0.2% of their software · price +$984K$13.6MNew · +$12.6M
- Commerce.com, Inc.CMRC1,481,240 shares · 0.2% of their software$13.2M−$3.6M
- GitLabGTLB350,400 shares · 0.2% of their software · price −$3.9M$12.0M+$6.8M
- CourseraCOUR1,042,400 shares · 0.2% of their software$12.0M+$5.5M
- Kingsoft Cloud Holdings LimitedKC1,343,500 shares · 0.2% of their software · price +$6.8M$11.9M−$2.8M
- PubMaticPUBM852,300 shares · 0.2% of their software · price +$861K$11.8M+$1.0M
- Alarm.com Holdings, Inc.ALRM225,900 shares · 0.2% of their software$11.4M+$1.5M
- Adeia Inc.ADEA1,215,143 shares · 0.2% of their software · price −$753K$10.8M+$502K
- Paychex, Inc.PAYX92,401 shares · 0.2% of their software$10.6MNew · +$10.7M
- Ooma, Inc.OOMA826,403 shares · 0.1% of their software · price −$917K$10.3M+$697K
- BlackBerry LimitedBB2,266,443 shares · 0.1% of their software · price +$2.9M$10.3M+$4.7M
- WixWIX99,400 shares · 0.1% of their software · price +$2.3M$9.9M−$7.2M
- DHI Group, Inc.DHX2,398,960 shares · 0.1% of their software · price −$3.4M$9.3M+$560K
- DoubleVerifyDV307,900 shares · 0.1% of their software · price +$2.5M$9.3MFlat
- Paysafe LimitedPSFE521,924 shares · 0.1% of their software · price +$1.8M$9.0MFlat
- Bandwidth Inc.BAND562,600 shares · 0.1% of their software · price −$4.4M$8.6M+$5.1M
- Grab Holdings LimitedGRAB2,782,200 shares · 0.1% of their software · price −$584K$8.4MNew · +$9.0M
- DomoDOMO580,100 shares · 0.1% of their software$8.2M—
- PagSeguro Digital Ltd.PAGS940,339 shares · 0.1% of their software$8.1MNew · +$8.2M
- DigitalOceanDOCN203,500 shares · 0.1% of their software · price +$2.8M$8.0M−$1.2M
- FreshworksFRSH475,300 shares · 0.1% of their software$7.3M+$1.4M
- Endava plcDAVA105,534 shares · 0.1% of their software · price −$984K$7.1M+$1.5M
- nCinoNCNO279,839 shares · 0.1% of their software$6.9MFlat
- MagniteMGNI718,054 shares · 0.1% of their software · price −$955K$6.6M−$2.5M
- Five9FIVN84,800 shares · 0.1% of their software$6.1MNew · +$5.8M
- DLocal LimitedDLO372,900 shares · 0.1% of their software$6.0M+$3.1M
- Tucows Inc.TCX268,710 shares · 0.1% of their software · price −$3.9M$5.2M−$517K
- PTCPTC38,600 shares · 0.1% of their software$5.0MNew · +$4.6M
- SchrödingerSDGR186,900 shares · 0.1% of their software · price +$1.4M$4.9MFlat
- TrimbleTRMB91,016 shares · 0.1% of their software$4.8MNew · +$4.6M
- FlywireFLYW152,200 shares · 0.1% of their software · price +$744K$4.5M+$2.2M
- SprinklrCXM339,200 shares · 0.1% of their software · price +$1.6M$4.4M+$755K
- eGain CorporationEGAN578,697 shares · 0.1% of their software · price −$833K$4.4MFlat
- Zeta GlobalZETA390,800 shares · 0.1% of their software · price +$1.0M$4.2M+$1.1M
- Paysign, Inc.PAYS1,158,258 shares · 0.1% of their software · price +$1.2M$4.2MFlat
- ShopifySHOP84,700 shares · 0.1% of their software · price +$1.1M$4.1MNew · +$2.9M
- Clearwater AnalyticsCWAN252,100 shares · 0.1% of their software$4.0M—
- ElasticESTC69,321 shares · 0.1% of their software$4.0MNew · +$3.6M
- Repay Holdings CorporationRPAY595,218 shares · 0.1% of their software · price −$881K$3.9M+$2.0M
- Intapp, Inc.INTA82,100 shares · 0.1% of their software · price +$1.6M$3.7MFlat
- AmplitudeAMPL278,400 shares · 0.0% of their software$3.5M−$518K
- VertexVERX162,200 shares · 0.0% of their software · price +$1.0M$3.4M+$673K
- CCC Intelligent Solutions Holdings Inc.CCC351,600 shares · 0.0% of their software$3.2MFlat
- Health CatalystHCAT267,069 shares · 0.0% of their software$3.1M+$837K
- ePlus inc.PLUS61,000 shares · 0.0% of their software$3.0MNew · +$2.7M
- Remitly Global, Inc.RELY176,400 shares · 0.0% of their software · price +$970K$3.0MFlat
- SoundThinking, Inc.SSTI74,832 shares · 0.0% of their software$2.9MFlat
- Materialise NVMTLS346,400 shares · 0.0% of their software$2.9MFlat
- Agora, Inc.API789,000 shares · 0.0% of their software$2.9M−$577K
- Mitek Systems, Inc.MITK292,500 shares · 0.0% of their software$2.8MFlat
- CertaraCERT115,900 shares · 0.0% of their software · price +$932K$2.8MFlat
- i3 Verticals, Inc.IIIV113,300 shares · 0.0% of their software$2.8M+$2.2M
- Telos CorporationTLS1,072,500 shares · 0.0% of their software · price −$2.7M$2.7M+$1.5M
- Xperi Inc.XPER246,773 shares · 0.0% of their software · price +$573K$2.7MFlat
- Allot Ltd.ALLT984,462 shares · 0.0% of their software · price −$738K$2.6MFlat
- SemrushSEMR263,500 shares · 0.0% of their software$2.6M—
- Yalla Group LimitedYALA636,200 shares · 0.0% of their software$2.5MFlat
- Immersion CorporationIMMR266,900 shares · 0.0% of their software · price +$510K$2.4M+$560K
- AlkamiALKT181,300 shares · 0.0% of their software$2.3M+$1.6M
- AppianAPPN50,600 shares · 0.0% of their software · price +$598K$2.2MFlat
- AvePointAVPT510,000 shares · 0.0% of their software$2.1MFlat
- 8x8EGHT454,230 shares · 0.0% of their software$1.9M—
- Rackspace Technology, Inc.RXT970,900 shares · 0.0% of their software · price −$1.0M$1.8M+$1.4M
- Thryv Holdings, Inc.THRY75,500 shares · 0.0% of their software$1.7M+$770K
- Asure Software, Inc.ASUR118,500 shares · 0.0% of their software · price +$611K$1.7MNew · +$1.1M
- DoceboDCBO42,000 shares · 0.0% of their software$1.7M−$553K
- CS Disco, Inc.LAW232,100 shares · 0.0% of their software$1.5MFlat
- Nerdy Inc.NRDY368,100 shares · 0.0% of their software · price +$710K$1.5MFlat
- Upbound Group, Inc.UPBD62,712 shares · 0.0% of their software$1.5M−$2.2M
- OneSpan Inc.OSPN84,300 shares · 0.0% of their software · price +$532K$1.5MFlat
- AkamaiAKAM17,700 shares · 0.0% of their software$1.4MNew · +$1.5M
- NetSol Technologies, Inc.NTWK506,374 shares · 0.0% of their software$1.3MFlat
- N-ableNABL101,000 shares · 0.0% of their software$1.3MFlat
- PhreesiaPHR39,700 shares · 0.0% of their software$1.3MNew · +$1.3M
- YextYEXT117,700 shares · 0.0% of their software$1.1MFlat
- Q2QTWO45,200 shares · 0.0% of their software$1.1M+$1,000K
- MicrosoftMSFT3,814 shares · 0.0% of their software$1.1MNew · +$915K
- Simulations PlusSLP23,600 shares · 0.0% of their software$1.0M−$1.3M
- Expensify, Inc.EXFY123,800 shares · 0.0% of their software$1.0M−$855K
- PDF Solutions, Inc.PDFS23,800 shares · 0.0% of their software$1.0MSplit
- PaymentusPAY112,800 shares · 0.0% of their software$999KFlat
- PowerFleet, Inc.AIOT284,810 shares · 0.0% of their software$977KFlat
- ReposiTrak, Inc.TRAK138,863 shares · 0.0% of their software$872KFlat
- Tuya Inc.TUYA422,700 shares · 0.0% of their software$799KFlat
- Rimini Street, Inc.RMNI180,630 shares · 0.0% of their software$744KFlat
- Riskified Ltd.RSKD131,277 shares · 0.0% of their software$740K−$616K
- Viant Technology Inc.DSP152,300 shares · 0.0% of their software$663KFlat
- Lesaka Technologies, Inc.LSAK137,800 shares · 0.0% of their software$661KFlat
- Shift4 Payments, Inc.FOUR7,400 shares · 0.0% of their software$561KNew · Flat
- Usio, Inc.USIO318,141 shares · 0.0% of their software$554KFlat
- Consensus Cloud Solutions, Inc.CCSI15,200 shares · 0.0% of their software$518KFlat
- AdobeADBE1,303 shares · 0.0% of their software$502K−$17.1M
- Cellebrite DI Ltd.CLBT76,600 shares · 0.0% of their software$466KFlat
- Cognyte Software Ltd.CGNT129,700 shares · 0.0% of their software$440KFlat
- Kaltura, Inc.KLTR225,600 shares · 0.0% of their software$433KFlat
- Sportradar Group AGSRAD31,500 shares · 0.0% of their software$366KFlat
- BlackbaudBLKB5,100 shares · 0.0% of their software$353KNew · Flat
- BackblazeBLZE65,200 shares · 0.0% of their software$329KFlat
- VTEXVTEX79,500 shares · 0.0% of their software$305KFlat
- Daily Journal CorporationDJCO1,000 shares · 0.0% of their software$285KFlat
- Veritone, Inc.VERI46,500 shares · 0.0% of their software$271KFlat
- SimilarwebSMWB30,700 shares · 0.0% of their software$208KFlat
- VirTra, Inc.VTSI47,600 shares · 0.0% of their software$190KFlat
- Blend Labs, Inc.BLND182,760 shares · 0.0% of their software$182KFlat
- Research Solutions, Inc.RSSS79,418 shares · 0.0% of their software$160KFlat
- EverCommerceEVCM14,700 shares · 0.0% of their software$156KFlat
- Intellicheck, Inc.IDN59,200 shares · 0.0% of their software$148KFlat
- Ribbon Communications Inc.RBBN40,900 shares · 0.0% of their software$140KFlat
- Bridgeline Digital, Inc.BLIN143,844 shares · 0.0% of their software$131KFlat
- Creative Realities, Inc.CREX58,603 shares · 0.0% of their software$130KNew · Flat
- GigaCloud Technology Inc.GCT14,200 shares · 0.0% of their software$89KNew · Flat
- MIND C.T.I. LtdMNDO29,800 shares · 0.0% of their software$59KFlat
- Duos Technologies Group, Inc.DUOT12,900 shares · 0.0% of their software$36KNew · Flat
- HeartCore Enterprises, Inc.HTCR25,503 shares · 0.0% of their software$25KFlat
- Alarum Technologies Ltd.ALAR10,761 shares · 0.0% of their software$19KNew · Flat
- Xunlei LimitedXNET10,285 shares · 0.0% of their software$19KFlat