Generalist · New York, NY
Renaissance Technologies
Q2 2023 · compared with Q1 2023
Filed as Renaissance Technologies LLC
- Software
- $7.9B
- Weight of 13F
- 11.5%
- Names
- 187
- Net bought
- +$67.5M
Filed 11 August 2023 · SEC filing.
3,848 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.VRSN3,056,590 shares · 8.7% of their software · price +$44.7M$691M−$26.7M
- PalantirPLTR39,799,157 shares · 7.7% of their software · price +$274M$610M−$6.9M
- FortinetFTNT7,306,045 shares · 7.0% of their software · price +$66.7M$552M+$71.5M
- Uber Technologies, Inc.UBER10,390,900 shares · 5.7% of their software · price +$119M$449M+$183M
- CrowdStrikeCRWD2,861,329 shares · 5.3% of their software · price +$27.5M$420M+$9.7M
- SnowflakeSNOW2,198,699 shares · 4.9% of their software · price +$47.7M$387M−$34.5M
- ZoomZM5,486,068 shares · 4.7% of their software · price −$32.7M$372M−$80.3M
- AtlassianTEAM2,201,223 shares · 4.7% of their software · price −$7.4M$369M+$80.2M
- DropboxDBX9,297,833 shares · 3.1% of their software · price +$47.0M$248M+$14.1M
- Automatic Data Processing, Inc.ADP891,043 shares · 2.5% of their software · price −$2.5M$196M−$29.4M
- SalesforceCRM817,728 shares · 2.2% of their software · price +$9.4M$173MNew · +$163M
- monday.comMNDY827,700 shares · 1.8% of their software · price +$23.6M$142M+$39.7M
- F5, Inc.FFIV956,562 shares · 1.8% of their software · price +$545K$140M−$7.7M
- HubSpotHUBS261,299 shares · 1.8% of their software · price +$27.0M$139M−$11.7M
- DatadogDDOG1,373,292 shares · 1.7% of their software · price +$35.3M$135M−$101M
- DocuSignDOCU2,602,600 shares · 1.7% of their software · price −$18.8M$133M−$15.8M
- PaycomPAYC391,750 shares · 1.6% of their software · price +$6.7M$126M+$43.1M
- CommvaultCVLT1,616,129 shares · 1.5% of their software · price +$25.7M$117M+$3.5M
- ZscalerZS620,700 shares · 1.1% of their software · price +$18.3M$90.8M−$70.0M
- Block, Inc.XYZ1,300,300 shares · 1.1% of their software · price −$2.7M$86.6MNew · +$89.3M
- UiPathPATH4,839,187 shares · 1.0% of their software · price −$4.8M$80.2M+$5.5M
- ZoomInfoZI3,110,900 shares · 1.0% of their software$79.0M—
- NetApp, Inc.NTAP944,422 shares · 0.9% of their software · price +$11.9M$72.2M−$15.3M
- PaylocityPCTY366,600 shares · 0.9% of their software · price −$5.2M$67.6M−$9.0M
- Manhattan AssociatesMANH323,211 shares · 0.8% of their software · price +$14.6M$64.6M−$3.2M
- WorkivaWK623,100 shares · 0.8% of their software$63.3M+$1.2M
- RingCentralRNG1,857,600 shares · 0.8% of their software · price +$3.8M$60.8M+$28.9M
- Check PointCHKP481,208 shares · 0.8% of their software · price −$2.1M$60.4M−$25.4M
- SamsaraIOT2,144,717 shares · 0.7% of their software · price +$17.1M$59.4M+$20.6M
- MongoDBMDB142,600 shares · 0.7% of their software · price +$25.4M$58.6M−$54.5M
- DuolingoDUOL409,900 shares · 0.7% of their software$58.6M+$27.3M
- Roper Technologies, Inc.ROP120,838 shares · 0.7% of their software · price +$4.8M$58.1M−$11.6M
- ProgressPRGS997,270 shares · 0.7% of their software · price +$648K$57.9M−$4.0M
- MorningstarMORN292,800 shares · 0.7% of their software · price −$2.0M$57.4M−$3.8M
- TeradataTDC991,800 shares · 0.7% of their software · price +$13.0M$53.0M+$1.9M
- InterDigital, Inc.IDCC545,767 shares · 0.7% of their software · price +$12.9M$52.7M+$1.4M
- NutanixNTNX1,732,600 shares · 0.6% of their software · price +$3.6M$48.6M+$14.6M
- OktaOKTA599,200 shares · 0.5% of their software · price −$10.1M$41.6M+$18.2M
- BoxBOX1,394,700 shares · 0.5% of their software · price +$3.6M$41.0M+$2.0M
- ToastTOST1,673,400 shares · 0.5% of their software · price +$8.1M$37.8M+$12.7M
- A10 Networks, Inc.ATEN2,504,425 shares · 0.5% of their software · price −$2.3M$36.5MFlat
- PagerDutyPD1,620,300 shares · 0.5% of their software · price −$20.3M$36.4M+$36.2M
- VeriskVRSK159,200 shares · 0.5% of their software · price +$5.4M$36.0M+$12.4M
- EVERTEC, Inc.EVTC934,226 shares · 0.4% of their software · price +$2.9M$34.4M−$6.2M
- JFrogFROG1,211,000 shares · 0.4% of their software · price +$9.7M$33.5M−$3.4M
- AsanaASAN1,426,216 shares · 0.4% of their software · price +$1.3M$31.4M−$1.4M
- Calix, Inc.CALX624,753 shares · 0.4% of their software · price −$2.3M$31.2M−$12.1M
- Radware Ltd.RDWR1,592,923 shares · 0.4% of their software · price −$3.4M$30.9MFlat
- Clear Secure, Inc.YOU1,180,200 shares · 0.3% of their software · price −$3.5M$27.3M−$5.6M
- DescartesDSGX323,500 shares · 0.3% of their software$25.9M+$5.0M
- GitLabGTLB472,200 shares · 0.3% of their software · price +$7.9M$24.1M+$4.2M
- LiveRamp Holdings, Inc.RAMP839,178 shares · 0.3% of their software · price +$5.6M$24.0M+$2.4M
- Agilysys, Inc.AGYS341,852 shares · 0.3% of their software · price −$4.7M$23.5M+$4.8M
- Gen DigitalGEN1,245,100 shares · 0.3% of their software · price +$1.7M$23.1M−$7.8M
- Grab Holdings LimitedGRAB6,703,100 shares · 0.3% of their software · price +$2.8M$23.0M+$11.8M
- Bentley SystemsBSY414,200 shares · 0.3% of their software · price +$4.7M$22.5MFlat
- WixWIX270,000 shares · 0.3% of their software · price −$5.8M$21.1M+$17.0M
- AppFolioAPPF117,200 shares · 0.3% of their software · price +$5.6M$20.2M−$3.7M
- Payoneer Global Inc.PAYO4,009,114 shares · 0.2% of their software · price −$5.9M$19.3M+$5.0M
- DoximityDOCS564,000 shares · 0.2% of their software · price +$925K$19.2M−$748K
- SPS CommerceSPSC94,200 shares · 0.2% of their software · price +$3.7M$18.1M−$5.1M
- QualysQLYS137,600 shares · 0.2% of their software$17.8M−$4.1M
- Five9FIVN210,898 shares · 0.2% of their software · price +$2.1M$17.4M+$9.1M
- TrimbleTRMB320,544 shares · 0.2% of their software$17.0M+$12.0M
- BILLBILL143,500 shares · 0.2% of their software · price +$5.1M$16.8M−$16.6M
- Lyft, Inc.LYFT1,684,199 shares · 0.2% of their software · price +$539K$16.2M−$5.4M
- BroadridgeBR96,400 shares · 0.2% of their software · price +$1.8M$16.0MNew · +$14.1M
- VaronisVRNS586,300 shares · 0.2% of their software$15.6M−$3.8M
- MicrosoftMSFT43,299 shares · 0.2% of their software · price +$2.3M$14.7M+$11.4M
- FreshworksFRSH837,100 shares · 0.2% of their software · price +$1.9M$14.7M+$5.6M
- VeevaVEEV72,600 shares · 0.2% of their software · price +$1.0M$14.4M−$62.1M
- PubMaticPUBM768,500 shares · 0.2% of their software · price +$3.4M$14.0M−$1.2M
- Adeia Inc.ADEA1,275,543 shares · 0.2% of their software · price +$2.7M$14.0M+$535K
- ElasticESTC200,977 shares · 0.2% of their software · price +$1.3M$12.9M+$7.6M
- Intapp, Inc.INTA292,800 shares · 0.2% of their software · price −$858K$12.3M+$9.4M
- Commerce.com, Inc.CMRC1,229,500 shares · 0.2% of their software · price +$1.2M$12.2M−$2.3M
- NICENICE58,044 shares · 0.2% of their software · price −$1.3M$12.0M−$12.8M
- Ooma, Inc.OOMA790,566 shares · 0.1% of their software · price +$1.9M$11.8MFlat
- SprinklrCXM849,900 shares · 0.1% of their software · price +$739K$11.8M+$6.6M
- Alarm.com Holdings, Inc.ALRM225,600 shares · 0.1% of their software$11.7MFlat
- SentinelOneS765,900 shares · 0.1% of their software · price −$965K$11.6M−$34.4M
- CourseraCOUR869,900 shares · 0.1% of their software · price +$1.3M$11.3M−$2.0M
- WEX Inc.WEX61,800 shares · 0.1% of their software$11.3MNew · +$11.4M
- StoneCo Ltd.STNE827,498 shares · 0.1% of their software · price +$2.6M$10.5MNew · +$7.9M
- Endava plcDAVA196,700 shares · 0.1% of their software · price −$3.0M$10.2M+$6.1M
- FastlyFSLY634,200 shares · 0.1% of their software · price −$1.3M$10.0MNew · +$11.3M
- BlackBerry LimitedBB1,667,543 shares · 0.1% of their software · price +$1.6M$9.2M−$2.7M
- ProcorePCOR141,300 shares · 0.1% of their software$9.2M−$8.7M
- FactSetFDS22,350 shares · 0.1% of their software$9.0MNew · +$9.3M
- DHI Group, Inc.DHX2,297,360 shares · 0.1% of their software$8.8MFlat
- Euronet Worldwide, Inc.EEFT74,845 shares · 0.1% of their software$8.8M−$12.9M
- FlywireFLYW259,000 shares · 0.1% of their software$8.0M+$3.1M
- Bandwidth Inc.BAND582,300 shares · 0.1% of their software · price −$885K$8.0MFlat
- DomoDOMO520,600 shares · 0.1% of their software$7.6M—
- Q2QTWO240,200 shares · 0.1% of their software · price +$1.5M$7.4M+$4.8M
- Paychex, Inc.PAYX64,601 shares · 0.1% of their software$7.2M−$3.2M
- ShopifySHOP107,000 shares · 0.1% of their software · price +$1.8M$6.9M+$1.1M
- BlackbaudBLKB95,897 shares · 0.1% of their software$6.8M+$6.3M
- Tucows Inc.TCX229,951 shares · 0.1% of their software · price +$1.9M$6.4M−$754K
- Clearwater AnalyticsCWAN395,500 shares · 0.1% of their software$6.3M—
- Kingsoft Cloud Holdings LimitedKC1,023,600 shares · 0.1% of their software · price −$2.9M$6.2M−$2.8M
- DoubleVerifyDV158,400 shares · 0.1% of their software · price +$1.4M$6.2M−$4.5M
- Zeta GlobalZETA721,400 shares · 0.1% of their software · price −$1.7M$6.2M+$3.6M
- Mitek Systems, Inc.MITK476,100 shares · 0.1% of their software · price +$595K$5.2M+$1.8M
- eGain CorporationEGAN658,119 shares · 0.1% of their software$4.9M+$603K
- VertexVERX228,600 shares · 0.1% of their software$4.5M+$1.4M
- Sprout SocialSPT95,900 shares · 0.1% of their software · price −$1.4M$4.4M−$7.7M
- DynatraceDT85,600 shares · 0.1% of their software · price +$785K$4.4M−$12.0M
- DLocal LimitedDLO359,200 shares · 0.1% of their software · price −$1.4M$4.4MFlat
- Rackspace Technology, Inc.RXT1,537,500 shares · 0.1% of their software · price +$1.3M$4.2M+$1.1M
- AmplitudeAMPL379,200 shares · 0.1% of their software · price −$546K$4.2M+$1.3M
- Shift4 Payments, Inc.FOUR60,200 shares · 0.1% of their software$4.1M+$4.0M
- Xperi Inc.XPER309,273 shares · 0.1% of their software · price +$687K$4.1M+$683K
- MagniteMGNI296,754 shares · 0.1% of their software · price +$1.3M$4.1M−$3.9M
- Materialise NVMTLS443,100 shares · 0.0% of their software$3.8M+$803K
- Paysafe LimitedPSFE378,687 shares · 0.0% of their software · price −$2.7M$3.8M−$2.5M
- AvePointAVPT652,600 shares · 0.0% of their software · price +$1.1M$3.8M+$588K
- Immersion CorporationIMMR499,133 shares · 0.0% of their software · price −$928K$3.5M+$2.1M
- DigitalOceanDOCN86,800 shares · 0.0% of their software$3.5M−$4.6M
- Telos CorporationTLS1,359,400 shares · 0.0% of their software$3.5M+$726K
- TwilioTWLO54,200 shares · 0.0% of their software$3.4M−$10.8M
- Paysign, Inc.PAYS1,288,866 shares · 0.0% of their software · price −$1.5M$3.2MFlat
- PagSeguro Digital Ltd.PAGS314,364 shares · 0.0% of their software$3.0M−$5.4M
- Allot Ltd.ALLT934,806 shares · 0.0% of their software$3.0MFlat
- Riskified Ltd.RSKD588,454 shares · 0.0% of their software$2.9M+$2.6M
- i3 Verticals, Inc.IIIV119,415 shares · 0.0% of their software$2.7MFlat
- Expensify, Inc.EXFY339,700 shares · 0.0% of their software$2.7M+$1.8M
- Yalla Group LimitedYALA587,852 shares · 0.0% of their software$2.6MFlat
- N-ableNABL173,300 shares · 0.0% of their software$2.5M+$954K
- Agora, Inc.API787,600 shares · 0.0% of their software$2.5MFlat
- NetScout Systems, Inc.NTCT79,300 shares · 0.0% of their software$2.5MNew · +$2.3M
- International Money Express, Inc.IMXI99,600 shares · 0.0% of their software$2.4MNew · +$2.6M
- Nerdy Inc.NRDY551,300 shares · 0.0% of their software$2.3M+$766K
- CCC Intelligent Solutions Holdings Inc.CCC203,600 shares · 0.0% of their software$2.3M−$1.3M
- Alight, Inc.ALIT245,500 shares · 0.0% of their software$2.3MNew · +$2.3M
- Palo Alto NetworksPANW8,800 shares · 0.0% of their software$2.2M−$17.3M
- Health CatalystHCAT154,600 shares · 0.0% of their software$1.9M−$1.3M
- Upbound Group, Inc.UPBD55,512 shares · 0.0% of their software$1.7MFlat
- PDF Solutions, Inc.PDFS38,200 shares · 0.0% of their software$1.7M+$611K
- DoceboDCBO43,400 shares · 0.0% of their software$1.7MFlat
- YextYEXT147,700 shares · 0.0% of their software$1.7MFlat
- OneSpan Inc.OSPN110,670 shares · 0.0% of their software$1.6MFlat
- nCinoNCNO53,000 shares · 0.0% of their software$1.6M−$5.6M
- SoundThinking, Inc.SSTI71,632 shares · 0.0% of their software · price −$1.3M$1.6MFlat
- PaymentusPAY145,300 shares · 0.0% of their software$1.5MFlat
- SemrushSEMR154,600 shares · 0.0% of their software$1.5M—
- AppLovinAPP56,600 shares · 0.0% of their software · price +$565K$1.5M−$16.7M
- Cellebrite DI Ltd.CLBT197,300 shares · 0.0% of their software$1.4M+$735K
- Consensus Cloud Solutions, Inc.CCSI45,695 shares · 0.0% of their software$1.4M+$1.0M
- 8x8EGHT323,788 shares · 0.0% of their software$1.4M—
- VTEXVTEX272,263 shares · 0.0% of their software$1.3M+$740K
- ReposiTrak, Inc.TRAK126,563 shares · 0.0% of their software$1.3MFlat
- PowerFleet, Inc.AIOT400,002 shares · 0.0% of their software$1.2MFlat
- NetSol Technologies, Inc.NTWK498,401 shares · 0.0% of their software$1.2MFlat
- CS Disco, Inc.LAW136,400 shares · 0.0% of their software$1.1M−$635K
- Cognyte Software Ltd.CGNT173,500 shares · 0.0% of their software$1.1MFlat
- Repay Holdings CorporationRPAY129,800 shares · 0.0% of their software$1.0M−$3.1M
- Asure Software, Inc.ASUR81,573 shares · 0.0% of their software$992K−$535K
- Simulations PlusSLP21,400 shares · 0.0% of their software$927KFlat
- VirTra, Inc.VTSI108,500 shares · 0.0% of their software$826KFlat
- Sportradar Group AGSRAD62,166 shares · 0.0% of their software$802KFlat
- Tuya Inc.TUYA403,300 shares · 0.0% of their software$762KFlat
- Viant Technology Inc.DSP164,900 shares · 0.0% of their software$760KFlat
- Blend Labs, Inc.BLND728,860 shares · 0.0% of their software$690K+$544K
- Usio, Inc.USIO369,941 shares · 0.0% of their software$688KFlat
- Rimini Street, Inc.RMNI134,930 shares · 0.0% of their software$646KFlat
- Remitly Global, Inc.RELY32,100 shares · 0.0% of their software$604K−$2.4M
- Kaltura, Inc.KLTR271,100 shares · 0.0% of their software$575KFlat
- Lesaka Technologies, Inc.LSAK142,900 shares · 0.0% of their software$544KFlat
- ePlus inc.PLUS8,108 shares · 0.0% of their software$456K−$2.6M
- BackblazeBLZE103,100 shares · 0.0% of their software$446KFlat
- Rekor Systems, Inc.REKR238,371 shares · 0.0% of their software$424KNew · Flat
- EverCommerceEVCM31,300 shares · 0.0% of their software$371KFlat
- Ribbon Communications Inc.RBBN122,412 shares · 0.0% of their software$342KFlat
- Daily Journal CorporationDJCO1,000 shares · 0.0% of their software$289KFlat
- SchrödingerSDGR5,600 shares · 0.0% of their software$280K−$4.8M
- Creative Realities, Inc.CREX82,203 shares · 0.0% of their software$251KFlat
- GigaCloud Technology Inc.GCT36,300 shares · 0.0% of their software$245KFlat
- SimilarwebSMWB35,600 shares · 0.0% of their software$234KFlat
- Intellicheck, Inc.IDN92,100 shares · 0.0% of their software$227KFlat
- HeartCore Enterprises, Inc.HTCR127,560 shares · 0.0% of their software$182KFlat
- Research Solutions, Inc.RSSS69,400 shares · 0.0% of their software$142KFlat
- Bridgeline Digital, Inc.BLIN94,188 shares · 0.0% of their software$111KFlat
- AudioEye, Inc.AEYE12,000 shares · 0.0% of their software$59KNew · Flat
- Xunlei LimitedXNET23,925 shares · 0.0% of their software$47KFlat
- Alarum Technologies Ltd.ALAR14,261 shares · 0.0% of their software$34KFlat
- MIND C.T.I. LtdMNDO12,105 shares · 0.0% of their software$24KFlat