Generalist · New York, NY
Renaissance Technologies
Q3 2023 · compared with Q2 2023
Filed as Renaissance Technologies LLC
- Software
- $7.0B
- Weight of 13F
- 11.9%
- Names
- 178
- Net bought
- −$713M
Filed 14 November 2023 · SEC filing.
3,597 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
- PalantirPLTR43,604,653 shares · 10.0% of their software · price +$29.2M$698M+$58.3M
- VeriSign, Inc.VRSN3,094,490 shares · 9.0% of their software · price −$72.5M$627M+$8.6M
- AtlassianTEAM1,854,123 shares · 5.4% of their software · price +$62.5M$374M−$58.2M
- MicrosoftMSFT1,155,782 shares · 5.2% of their software · price −$28.7M$365M+$379M
- Uber Technologies, Inc.UBER7,654,600 shares · 5.0% of their software · price +$21.6M$352M−$118M
- ZoomZM4,883,814 shares · 4.9% of their software · price +$10.1M$342M−$40.9M
- SnowflakeSNOW2,071,099 shares · 4.5% of their software · price −$48.1M$316M−$22.5M
- FortinetFTNT5,171,545 shares · 4.3% of their software · price −$87.5M$303M−$161M
- CrowdStrikeCRWD1,668,083 shares · 4.0% of their software · price +$34.2M$279M−$175M
- DropboxDBX9,550,533 shares · 3.7% of their software · price +$5.3M$260M+$6.7M
- Automatic Data Processing, Inc.ADP610,800 shares · 2.1% of their software · price +$12.7M$147M−$61.6M
- MongoDBMDB380,391 shares · 1.9% of their software · price −$24.8M$132M+$97.7M
- F5, Inc.FFIV809,076 shares · 1.9% of their software · price +$12.0M$130M−$21.6M
- monday.comMNDY783,800 shares · 1.8% of their software · price −$9.4M$125M−$7.5M
- CommvaultCVLT1,674,787 shares · 1.6% of their software · price −$8.4M$113M+$4.3M
- DocuSignDOCU2,577,900 shares · 1.6% of their software · price −$23.4M$108MFlat
- DatadogDDOG1,133,592 shares · 1.5% of their software · price −$8.3M$103M−$23.6M
- ZscalerZS617,200 shares · 1.4% of their software · price +$5.7M$96.0MFlat
- HubSpotHUBS182,174 shares · 1.3% of their software · price −$7.2M$89.7M−$42.1M
- TeradataTDC1,733,936 shares · 1.1% of their software · price −$14.5M$78.1M+$39.6M
- Fiserv, Inc.FISV668,027 shares · 1.1% of their software · price −$8.8M$75.5MNew · +$84.3M
- NetApp, Inc.NTAP861,512 shares · 0.9% of their software$65.4M−$6.3M
- MorningstarMORN264,800 shares · 0.9% of their software · price +$10.1M$62.0M−$5.5M
- OktaOKTA746,700 shares · 0.9% of their software · price +$9.1M$60.9M+$10.2M
- Manhattan AssociatesMANH303,560 shares · 0.9% of their software · price −$674K$60.0M−$3.9M
- WorkivaWK544,200 shares · 0.8% of their software$55.1M−$8.0M
- ProgressPRGS1,010,119 shares · 0.8% of their software · price −$5.6M$53.1M+$747K
- NutanixNTNX1,434,393 shares · 0.7% of their software · price +$9.8M$50.0M−$8.4M
- ToastTOST2,634,100 shares · 0.7% of their software · price −$10.1M$49.3M+$21.7M
- BoxBOX1,975,971 shares · 0.7% of their software · price −$10.2M$47.8M+$17.1M
- SalesforceCRM220,383 shares · 0.6% of their software · price −$1.9M$44.7M−$126M
- Paychex, Inc.PAYX386,201 shares · 0.6% of their software · price +$1.3M$44.5M+$36.0M
- RingCentralRNG1,317,000 shares · 0.6% of their software · price −$4.1M$39.0M−$17.7M
- Palo Alto NetworksPANW165,100 shares · 0.6% of their software · price −$3.5M$38.7M+$39.9M
- WixWIX408,906 shares · 0.5% of their software · price +$5.5M$37.5M+$10.9M
- DuolingoDUOL225,000 shares · 0.5% of their software · price +$5.2M$37.3M−$26.4M
- EVERTEC, Inc.EVTC981,726 shares · 0.5% of their software$36.5M+$1.7M
- A10 Networks, Inc.ATEN2,425,233 shares · 0.5% of their software · price +$1.1M$36.5M−$1.2M
- ZoomInfoZI2,210,800 shares · 0.5% of their software$36.3M—
- JFrogFROG1,398,700 shares · 0.5% of their software · price −$3.3M$35.5M+$5.2M
- SamsaraIOT1,380,500 shares · 0.5% of their software · price −$3.5M$34.8M−$21.2M
- PaylocityPCTY190,098 shares · 0.5% of their software · price −$538K$34.5M−$32.6M
- InterDigital, Inc.IDCC419,167 shares · 0.5% of their software · price −$6.8M$33.6M−$12.2M
- FreshworksFRSH1,675,700 shares · 0.5% of their software · price +$3.9M$33.4M+$14.7M
- PagerDutyPD1,482,500 shares · 0.5% of their software$33.3M−$3.1M
- AsanaASAN1,655,390 shares · 0.4% of their software · price −$6.2M$30.3M+$5.1M
- Check PointCHKP224,000 shares · 0.4% of their software · price +$1.7M$29.9M−$32.3M
- Radware Ltd.RDWR1,582,123 shares · 0.4% of their software · price −$3.9M$26.8MFlat
- AppFolioAPPF135,500 shares · 0.4% of their software · price +$1.4M$24.7M+$3.2M
- BroadridgeBR134,900 shares · 0.3% of their software · price +$1.8M$24.2M+$6.4M
- DescartesDSGX327,700 shares · 0.3% of their software · price −$2.2M$24.1MFlat
- Agilysys, Inc.AGYS348,752 shares · 0.3% of their software · price −$865K$23.1MFlat
- Gen DigitalGEN1,181,138 shares · 0.3% of their software · price −$1.0M$20.9M−$1.2M
- DynatraceDT445,800 shares · 0.3% of their software · price −$2.1M$20.8M+$18.5M
- LiveRamp Holdings, Inc.RAMP693,378 shares · 0.3% of their software$20.0M−$4.2M
- QualysQLYS123,300 shares · 0.3% of their software · price +$2.9M$18.8M−$1.8M
- Payoneer Global Inc.PAYO2,940,200 shares · 0.3% of their software · price +$3.9M$18.0M−$5.1M
- GitLabGTLB397,185 shares · 0.3% of their software · price −$2.3M$18.0M−$3.8M
- DoximityDOCS783,300 shares · 0.2% of their software · price −$10.0M$16.6M+$7.5M
- UiPathPATH930,700 shares · 0.2% of their software · price +$503K$15.9M−$64.8M
- CourseraCOUR847,800 shares · 0.2% of their software · price +$4.8M$15.8MFlat
- Clear Secure, Inc.YOU828,500 shares · 0.2% of their software · price −$3.4M$15.8M−$8.1M
- Adeia Inc.ADEA1,346,843 shares · 0.2% of their software$14.4M+$785K
- VeriskVRSK60,100 shares · 0.2% of their software · price +$614K$14.2M−$22.4M
- Bentley SystemsBSY282,500 shares · 0.2% of their software · price −$1.1M$14.2M−$7.1M
- Grab Holdings LimitedGRAB3,669,300 shares · 0.2% of their software$13.0M−$10.4M
- Fair IsaacFICO13,950 shares · 0.2% of their software · price +$828K$12.1MNew · +$11.3M
- Alarm.com Holdings, Inc.ALRM192,500 shares · 0.2% of their software · price +$1.8M$11.8M−$1.7M
- FlywireFLYW362,589 shares · 0.2% of their software$11.6M+$3.2M
- SprinklrCXM825,000 shares · 0.2% of their software$11.4MFlat
- ShopifySHOP204,000 shares · 0.2% of their software · price −$2.0M$11.2M+$6.3M
- PaycomPAYC41,050 shares · 0.2% of their software · price −$2.5M$10.6M−$113M
- Ooma, Inc.OOMA792,903 shares · 0.1% of their software · price −$1.6M$10.3MFlat
- FastlyFSLY531,100 shares · 0.1% of their software · price +$1.8M$10.2M−$1.6M
- Clearwater AnalyticsCWAN510,645 shares · 0.1% of their software$9.9M—
- PubMaticPUBM771,200 shares · 0.1% of their software · price −$4.8M$9.3MFlat
- BrazeBRZE199,200 shares · 0.1% of their software · price +$586K$9.3MNew · +$8.7M
- Intapp, Inc.INTA275,500 shares · 0.1% of their software · price −$2.3M$9.2M−$725K
- Roper Technologies, Inc.ROP19,000 shares · 0.1% of their software$9.2M−$49.0M
- GuidewireGWRE97,700 shares · 0.1% of their software · price +$1.4M$8.8MNew · +$7.4M
- NICENICE50,044 shares · 0.1% of their software · price −$1.8M$8.5M−$1.7M
- Commerce.com, Inc.CMRC849,800 shares · 0.1% of their software$8.4M−$3.8M
- VaronisVRNS252,600 shares · 0.1% of their software · price +$983K$7.7M−$8.9M
- SentinelOneS453,600 shares · 0.1% of their software · price +$798K$7.6M−$4.7M
- TrimbleTRMB139,544 shares · 0.1% of their software$7.5M−$9.6M
- ProcorePCOR109,300 shares · 0.1% of their software$7.1M−$2.1M
- Calix, Inc.CALX151,753 shares · 0.1% of their software · price −$618K$7.0M−$23.6M
- DHI Group, Inc.DHX2,240,060 shares · 0.1% of their software · price −$1.7M$6.9MFlat
- SPS CommerceSPSC39,800 shares · 0.1% of their software · price −$854K$6.8M−$10.4M
- VertexVERX280,400 shares · 0.1% of their software · price +$1.0M$6.5M+$1.0M
- WEX Inc.WEX33,600 shares · 0.1% of their software$6.3M−$5.1M
- Zeta GlobalZETA752,500 shares · 0.1% of their software$6.3MFlat
- TenableTENB131,100 shares · 0.1% of their software$5.9MNew · +$5.7M
- Riskified Ltd.RSKD1,264,058 shares · 0.1% of their software$5.7M+$3.3M
- NetScout Systems, Inc.NTCT196,200 shares · 0.1% of their software · price −$575K$5.5M+$3.6M
- Lyft, Inc.LYFT500,299 shares · 0.1% of their software$5.3M−$11.4M
- ElasticESTC62,300 shares · 0.1% of their software · price +$1.1M$5.1M−$8.9M
- Bandwidth Inc.BAND448,617 shares · 0.1% of their software · price −$1.1M$5.1M−$1.8M
- Mitek Systems, Inc.MITK471,000 shares · 0.1% of their software$5.0MFlat
- AvePointAVPT691,800 shares · 0.1% of their software · price +$664K$4.6MFlat
- Tucows Inc.TCX211,551 shares · 0.1% of their software · price −$1.6M$4.3M−$510K
- N-ableNABL333,400 shares · 0.1% of their software · price −$503K$4.3M+$2.3M
- DomoDOMO394,400 shares · 0.1% of their software$3.9M—
- eGain CorporationEGAN617,551 shares · 0.1% of their software · price −$840K$3.8MFlat
- Rackspace Technology, Inc.RXT1,515,834 shares · 0.1% of their software · price −$561K$3.6MFlat
- VTEXVTEX667,624 shares · 0.0% of their software$3.3M+$1.9M
- International Money Express, Inc.IMXI191,000 shares · 0.0% of their software · price −$1.5M$3.2M+$2.2M
- YextYEXT509,800 shares · 0.0% of their software · price −$2.5M$3.2M+$4.1M
- Paysafe LimitedPSFE264,887 shares · 0.0% of their software · price +$503K$3.2M−$1.1M
- Xperi Inc.XPER318,373 shares · 0.0% of their software · price −$1.0M$3.1MFlat
- Q2QTWO95,200 shares · 0.0% of their software$3.1M−$4.5M
- Telos CorporationTLS1,236,300 shares · 0.0% of their software$3.0MFlat
- Immersion CorporationIMMR442,500 shares · 0.0% of their software$2.9MFlat
- Kingsoft Cloud Holdings LimitedKC587,800 shares · 0.0% of their software · price −$688K$2.9M−$2.7M
- Materialise NVMTLS517,758 shares · 0.0% of their software · price −$1.6M$2.8M+$645K
- AmplitudeAMPL228,800 shares · 0.0% of their software$2.6M−$1.7M
- Expensify, Inc.EXFY809,300 shares · 0.0% of their software · price −$3.8M$2.6M+$3.7M
- BlackbaudBLKB36,197 shares · 0.0% of their software$2.5M−$4.2M
- Yalla Group LimitedYALA478,600 shares · 0.0% of their software$2.5MFlat
- Cellebrite DI Ltd.CLBT323,400 shares · 0.0% of their software$2.5M+$908K
- Paysign, Inc.PAYS1,251,036 shares · 0.0% of their software · price −$626K$2.4MFlat
- PaymentusPAY143,432 shares · 0.0% of their software · price +$866K$2.4MFlat
- Viant Technology Inc.DSP367,075 shares · 0.0% of their software$2.1M+$932K
- PDF Solutions, Inc.PDFS62,300 shares · 0.0% of their software · price −$791K$2.0M+$1.1M
- Allot Ltd.ALLT909,306 shares · 0.0% of their software · price −$891K$2.0MFlat
- Agora, Inc.API782,900 shares · 0.0% of their software$2.0MFlat
- Nerdy Inc.NRDY511,900 shares · 0.0% of their software$1.9MFlat
- DoceboDCBO46,400 shares · 0.0% of their software$1.9MFlat
- C3.aiAI64,300 shares · 0.0% of their software · price −$702K$1.6MNew · +$2.3M
- Health CatalystHCAT159,469 shares · 0.0% of their software$1.6MFlat
- OpenTextOTEX44,400 shares · 0.0% of their software$1.6MNew · +$1.8M
- i3 Verticals, Inc.IIIV68,127 shares · 0.0% of their software$1.4M−$1.2M
- ReposiTrak, Inc.TRAK160,963 shares · 0.0% of their software$1.4MFlat
- Upbound Group, Inc.UPBD47,212 shares · 0.0% of their software$1.4MFlat
- Cognyte Software Ltd.CGNT239,211 shares · 0.0% of their software$1.2MFlat
- PhreesiaPHR60,000 shares · 0.0% of their software · price −$740K$1.1MNew · +$1.9M
- SoundThinking, Inc.SSTI62,532 shares · 0.0% of their software$1.1MFlat
- OneSpan Inc.OSPN101,570 shares · 0.0% of their software$1.1MFlat
- ePlus inc.PLUS17,100 shares · 0.0% of their software$1.1M+$506K
- Repay Holdings CorporationRPAY135,000 shares · 0.0% of their software$1.0MFlat
- VirTra, Inc.VTSI177,000 shares · 0.0% of their software$988K+$521K
- Blend Labs, Inc.BLND707,260 shares · 0.0% of their software$969KFlat
- GigaCloud Technology Inc.GCT103,500 shares · 0.0% of their software$912KFlat
- NetSol Technologies, Inc.NTWK481,801 shares · 0.0% of their software$872KFlat
- Sabre CorporationSABR193,400 shares · 0.0% of their software$868KNew · +$617K
- Rekor Systems, Inc.REKR304,168 shares · 0.0% of their software$858KFlat
- SemrushSEMR96,700 shares · 0.0% of their software$822K—
- Sportradar Group AGSRAD80,092 shares · 0.0% of their software$802KFlat
- BlackBerry LimitedBB160,443 shares · 0.0% of their software$756K−$8.3M
- BackblazeBLZE123,616 shares · 0.0% of their software$680KFlat
- Five9FIVN10,400 shares · 0.0% of their software$669K−$16.5M
- Asure Software, Inc.ASUR68,600 shares · 0.0% of their software$649KFlat
- PowerFleet, Inc.AIOT305,610 shares · 0.0% of their software$633KFlat
- CCC Intelligent Solutions Holdings Inc.CCC47,400 shares · 0.0% of their software$633K−$1.8M
- Usio, Inc.USIO361,341 shares · 0.0% of their software$632KFlat
- Tuya Inc.TUYA401,700 shares · 0.0% of their software$623KFlat
- Kaltura, Inc.KLTR338,100 shares · 0.0% of their software$585KFlat
- Lesaka Technologies, Inc.LSAK147,400 shares · 0.0% of their software$575KFlat
- Consensus Cloud Solutions, Inc.CCSI19,195 shares · 0.0% of their software$483K−$822K
- Daily Journal CorporationDJCO1,100 shares · 0.0% of their software$323KFlat
- Intellicheck, Inc.IDN127,816 shares · 0.0% of their software$288KFlat
- Euronet Worldwide, Inc.EEFT3,300 shares · 0.0% of their software$262K−$8.4M
- SimilarwebSMWB35,900 shares · 0.0% of their software$233KFlat
- Rimini Street, Inc.RMNI99,422 shares · 0.0% of their software$219KFlat
- Karooooo Ltd.KARO10,801 shares · 0.0% of their software$215KNew · Flat
- Research Solutions, Inc.RSSS72,900 shares · 0.0% of their software$182KFlat
- Creative Realities, Inc.CREX95,503 shares · 0.0% of their software$148KFlat
- Katapult Holdings, Inc.KPLT13,797 shares · 0.0% of their software$141KNew · Flat
- Bitdeer Technologies GroupBTDR13,300 shares · 0.0% of their software$128KNew · Flat
- Definitive HealthcareDH14,800 shares · 0.0% of their software$118KNew · Flat
- HeartCore Enterprises, Inc.HTCR119,194 shares · 0.0% of their software$118KFlat
- 8x8EGHT38,030 shares · 0.0% of their software$96K—
- Ribbon Communications Inc.RBBN31,600 shares · 0.0% of their software$85KFlat
- Alarum Technologies Ltd.ALAR20,061 shares · 0.0% of their software$69KFlat
- AudioEye, Inc.AEYE13,600 shares · 0.0% of their software$67KFlat
- Bridgeline Digital, Inc.BLIN74,329 shares · 0.0% of their software$62KFlat
- Palladyne AI Corp.PDYN71,278 shares · 0.0% of their software$61KNew · Flat
- AI Financial CorporationAIFC31,000 shares · 0.0% of their software$13KNew · Flat