Generalist · New York, NY
Renaissance Technologies
Q4 2023 · compared with Q3 2023
Filed as Renaissance Technologies LLC
- Software
- $8.2B
- Weight of 13F
- 12.7%
- Names
- 188
- Net bought
- +$41.8M
Filed 13 February 2024 · SEC filing.
3,667 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
- Uber Technologies, Inc.UBER13,860,349 shares · 10.4% of their software · price +$216M$853M+$285M
- PalantirPLTR43,591,426 shares · 9.2% of their software · price +$51.0M$748MFlat
- VeriSign, Inc.VRSN3,045,490 shares · 7.7% of their software · price +$10.4M$627M−$9.9M
- CrowdStrikeCRWD1,765,983 shares · 5.5% of their software · price +$155M$451M+$16.4M
- AtlassianTEAM1,625,923 shares · 4.7% of their software · price +$59.1M$387M−$46.0M
- ZoomZM4,898,148 shares · 4.3% of their software · price +$9.6M$352MFlat
- DropboxDBX10,151,433 shares · 3.7% of their software · price +$22.8M$299M+$16.4M
- FortinetFTNT5,073,694 shares · 3.6% of their software · price −$761K$297M−$5.7M
- DatadogDDOG2,090,952 shares · 3.1% of their software · price +$63.3M$254M+$87.2M
- SnowflakeSNOW1,168,302 shares · 2.8% of their software · price +$54.0M$232M−$138M
- monday.comMNDY1,007,690 shares · 2.3% of their software · price +$28.8M$189M+$35.6M
- ZscalerZS730,982 shares · 2.0% of their software · price +$48.2M$162M+$17.7M
- DocuSignDOCU2,546,300 shares · 1.9% of their software · price +$44.4M$151M−$1.3M
- CommvaultCVLT1,686,787 shares · 1.6% of their software · price +$20.6M$135MFlat
- F5, Inc.FFIV722,950 shares · 1.6% of their software · price +$12.9M$129M−$13.9M
- NutanixNTNX2,682,800 shares · 1.6% of their software · price +$34.4M$128M+$43.5M
- Palo Alto NetworksPANW405,700 shares · 1.5% of their software · price +$24.5M$120M+$56.4M
- Manhattan AssociatesMANH524,360 shares · 1.4% of their software · price +$9.3M$113M+$43.6M
- NetApp, Inc.NTAP1,271,312 shares · 1.4% of their software · price +$15.6M$112M+$31.1M
- OracleORCL930,332 shares · 1.2% of their software$98.1MNew · +$98.5M
- HubSpotHUBS148,500 shares · 1.1% of their software · price +$13.1M$86.2M−$16.6M
- TeradataTDC1,906,157 shares · 1.0% of their software · price −$2.9M$82.9M+$7.8M
- SalesforceCRM309,428 shares · 1.0% of their software · price +$18.7M$81.4M+$18.1M
- Lyft, Inc.LYFT4,901,500 shares · 0.9% of their software · price +$21.8M$73.5M+$46.4M
- DuolingoDUOL313,900 shares · 0.9% of their software · price +$19.1M$71.2M+$14.7M
- TwilioTWLO832,195 shares · 0.8% of their software · price +$14.4M$63.1MNew · +$48.7M
- WorkivaWK617,600 shares · 0.8% of their software$62.7M+$7.4M
- Fair IsaacFICO53,098 shares · 0.8% of their software · price +$15.7M$61.8M+$34.0M
- MorningstarMORN215,900 shares · 0.8% of their software · price +$11.2M$61.8M−$11.5M
- Roper Technologies, Inc.ROP111,800 shares · 0.7% of their software · price +$6.8M$61.0M+$44.9M
- OktaOKTA652,342 shares · 0.7% of their software · price +$5.9M$59.1M−$7.7M
- ProgressPRGS1,040,229 shares · 0.7% of their software · price +$1.8M$56.5M+$1.6M
- WixWIX443,149 shares · 0.7% of their software · price +$13.8M$54.5M+$3.1M
- RingCentralRNG1,585,300 shares · 0.7% of their software · price +$6.8M$53.8M+$7.9M
- VeevaVEEV267,800 shares · 0.6% of their software · price −$2.9M$51.6MNew · +$54.5M
- JFrogFROG1,444,300 shares · 0.6% of their software · price +$13.4M$50.0M+$1.2M
- BoxBOX1,852,726 shares · 0.6% of their software · price +$2.6M$47.4M−$3.0M
- GitLabGTLB732,570 shares · 0.6% of their software · price +$13.0M$46.1M+$15.2M
- Automatic Data Processing, Inc.ADP195,800 shares · 0.6% of their software · price −$1.5M$45.6M−$99.8M
- AppFolioAPPF225,200 shares · 0.5% of their software · price −$2.1M$39.0M+$16.4M
- PagerDutyPD1,678,338 shares · 0.5% of their software · price +$1.1M$38.9M+$4.4M
- FreshworksFRSH1,613,800 shares · 0.5% of their software · price +$5.8M$37.9M−$1.2M
- Fiserv, Inc.FISV285,127 shares · 0.5% of their software · price +$5.7M$37.9M−$43.3M
- VeriskVRSK139,500 shares · 0.4% of their software$33.3M+$18.8M
- DescartesDSGX394,800 shares · 0.4% of their software · price +$4.2M$33.2M+$4.9M
- EVERTEC, Inc.EVTC794,726 shares · 0.4% of their software · price +$3.0M$32.5M−$7.0M
- InterDigital, Inc.IDCC294,267 shares · 0.4% of their software · price +$8.3M$31.9M−$10.0M
- QualysQLYS157,600 shares · 0.4% of their software · price +$6.9M$30.9M+$5.2M
- A10 Networks, Inc.ATEN2,317,333 shares · 0.4% of their software · price −$4.3M$30.5M−$1.6M
- AsanaASAN1,596,290 shares · 0.4% of their software · price +$1.1M$30.3M−$1.1M
- DoximityDOCS1,071,402 shares · 0.4% of their software · price +$7.3M$30.0M+$6.1M
- LiveRamp Holdings, Inc.RAMP778,478 shares · 0.4% of their software · price +$7.0M$29.5M+$2.5M
- ServiceNowNOW41,100 shares · 0.4% of their software · price +$6.1M$29.0MNew · +$23.0M
- SynopsysSNPS54,234 shares · 0.3% of their software · price +$3.0M$27.9MNew · +$24.9M
- Agilysys, Inc.AGYS317,452 shares · 0.3% of their software · price +$5.9M$26.9M−$2.1M
- Radware Ltd.RDWR1,591,823 shares · 0.3% of their software$26.6MFlat
- Clear Secure, Inc.YOU1,092,400 shares · 0.3% of their software · price +$1.8M$22.6M+$5.0M
- ZoomInfoZI1,142,416 shares · 0.3% of their software$21.1M—
- Clearwater AnalyticsCWAN1,052,000 shares · 0.3% of their software$21.1M—
- SamsaraIOT564,400 shares · 0.2% of their software · price +$4.6M$18.8M−$20.6M
- ToastTOST1,008,700 shares · 0.2% of their software$18.4M−$30.4M
- CourseraCOUR883,400 shares · 0.2% of their software · price +$601K$17.1M+$665K
- FlywireFLYW733,300 shares · 0.2% of their software · price −$6.4M$17.0M+$11.8M
- ShopifySHOP217,100 shares · 0.2% of their software · price +$5.1M$17.0M+$715K
- Alarm.com Holdings, Inc.ALRM256,400 shares · 0.2% of their software · price +$892K$16.6M+$3.9M
- DynatraceDT299,200 shares · 0.2% of their software · price +$2.4M$16.4M−$6.9M
- Adeia Inc.ADEA1,278,743 shares · 0.2% of their software · price +$2.2M$15.8M−$727K
- Payoneer Global Inc.PAYO3,000,400 shares · 0.2% of their software · price −$2.7M$15.6MFlat
- WorkdayWDAY48,800 shares · 0.2% of their software · price +$3.0M$13.5MNew · +$10.5M
- PubMaticPUBM814,800 shares · 0.2% of their software · price +$3.4M$13.3M+$528K
- AppLovinAPP302,500 shares · 0.1% of their software$12.1MNew · +$12.1M
- Zeta GlobalZETA1,359,039 shares · 0.1% of their software · price +$639K$12.0M+$5.1M
- CCC Intelligent Solutions Holdings Inc.CCC1,013,808 shares · 0.1% of their software · price −$2.0M$11.5M+$12.9M
- Commerce.com, Inc.CMRC1,110,500 shares · 0.1% of their software$10.8M+$2.6M
- Five9FIVN126,400 shares · 0.1% of their software · price +$1.8M$9.9M+$7.5M
- Check PointCHKP61,800 shares · 0.1% of their software · price +$1.2M$9.4M−$21.6M
- CadenceCDNS34,100 shares · 0.1% of their software · price +$1.3M$9.3MNew · +$8.0M
- Ooma, Inc.OOMA860,703 shares · 0.1% of their software · price −$2.0M$9.2M+$882K
- VertexVERX342,700 shares · 0.1% of their software · price +$1.3M$9.2M+$1.4M
- Cellebrite DI Ltd.CLBT1,051,156 shares · 0.1% of their software · price +$1.1M$9.1M+$5.6M
- BrazeBRZE162,300 shares · 0.1% of their software · price +$1.0M$8.6M−$1.7M
- Tyler TechnologiesTYL20,600 shares · 0.1% of their software · price +$659K$8.6MNew · +$8.0M
- Intapp, Inc.INTA212,100 shares · 0.1% of their software · price +$954K$8.1M−$2.1M
- BroadridgeBR38,300 shares · 0.1% of their software · price +$1.0M$7.9M−$17.3M
- StoneCo Ltd.STNE424,604 shares · 0.1% of their software · price +$3.1M$7.7MNew · +$4.5M
- Bandwidth Inc.BAND510,490 shares · 0.1% of their software · price +$1.6M$7.4M+$697K
- Euronet Worldwide, Inc.EEFT70,445 shares · 0.1% of their software · price +$1.6M$7.1M+$5.3M
- AvePointAVPT868,400 shares · 0.1% of their software · price +$1.3M$7.1M+$1.2M
- Gen DigitalGEN305,038 shares · 0.1% of their software · price +$1.6M$7.0M−$15.5M
- Mitek Systems, Inc.MITK533,700 shares · 0.1% of their software · price +$1.2M$7.0M+$672K
- Riskified Ltd.RSKD1,344,430 shares · 0.1% of their software$6.3MFlat
- WEX Inc.WEX32,200 shares · 0.1% of their software$6.3MFlat
- C3.aiAI210,900 shares · 0.1% of their software · price +$673K$6.1M+$3.7M
- DHI Group, Inc.DHX2,200,160 shares · 0.1% of their software · price −$1.0M$5.7MFlat
- KlaviyoKVYO197,900 shares · 0.1% of their software · price −$1.3M$5.5MNew · +$6.8M
- Xperi Inc.XPER498,473 shares · 0.1% of their software · price +$578K$5.5M+$1.8M
- Tucows Inc.TCX196,451 shares · 0.1% of their software · price +$1.3M$5.3MFlat
- Remitly Global, Inc.RELY271,900 shares · 0.1% of their software · price −$1.6M$5.3MNew · +$6.9M
- eGain CorporationEGAN614,319 shares · 0.1% of their software · price +$1.4M$5.1MFlat
- DoceboDCBO105,500 shares · 0.1% of their software · price +$829K$5.1M+$2.4M
- N-ableNABL377,400 shares · 0.1% of their software$5.0M+$568K
- VTEXVTEX648,232 shares · 0.1% of their software · price +$1.2M$4.5MFlat
- Grab Holdings LimitedGRAB1,286,631 shares · 0.1% of their software$4.3M−$8.4M
- GoDaddyGDDY40,600 shares · 0.1% of their software · price +$1.3M$4.3MNew · +$3.0M
- SprinklrCXM318,400 shares · 0.0% of their software · price −$573K$3.8M−$7.0M
- Amdocs LimitedDOX43,400 shares · 0.0% of their software$3.8MNew · +$3.7M
- DomoDOMO366,600 shares · 0.0% of their software$3.8M—
- Grindr Inc.GRND421,700 shares · 0.0% of their software · price +$1.3M$3.7MNew · +$2.4M
- DLocal LimitedDLO209,000 shares · 0.0% of their software$3.7MNew · +$4.0M
- AmplitudeAMPL276,400 shares · 0.0% of their software$3.5M+$551K
- Materialise NVMTLS532,153 shares · 0.0% of their software · price +$575K$3.5MFlat
- Cognyte Software Ltd.CGNT537,511 shares · 0.0% of their software · price +$871K$3.5M+$1.4M
- Paysign, Inc.PAYS1,225,649 shares · 0.0% of their software · price +$1.0M$3.4MFlat
- PaymentusPAY179,800 shares · 0.0% of their software$3.2M+$604K
- OpenTextOTEX75,100 shares · 0.0% of their software · price +$520K$3.2M+$1.1M
- Telos CorporationTLS834,800 shares · 0.0% of their software · price +$1.1M$3.0M−$960K
- Yalla Group LimitedYALA475,700 shares · 0.0% of their software$2.9MFlat
- Immersion CorporationIMMR403,200 shares · 0.0% of their software$2.8MFlat
- Paysafe LimitedPSFE220,824 shares · 0.0% of their software$2.8M−$528K
- GigaCloud Technology Inc.GCT150,818 shares · 0.0% of their software · price +$1.4M$2.8MFlat
- Viant Technology Inc.DSP369,500 shares · 0.0% of their software$2.5MFlat
- TenableTENB54,800 shares · 0.0% of their software$2.5M−$3.4M
- Blend Labs, Inc.BLND962,609 shares · 0.0% of their software · price +$1.1M$2.5MFlat
- Q2QTWO53,500 shares · 0.0% of their software · price +$596K$2.3M−$1.3M
- Bentley SystemsBSY44,300 shares · 0.0% of their software$2.3M−$11.9M
- PDF Solutions, Inc.PDFS71,577 shares · 0.0% of their software$2.3MFlat
- PegasystemsPEGA44,624 shares · 0.0% of their software$2.2MNew · +$1.9M
- Expensify, Inc.EXFY880,800 shares · 0.0% of their software · price −$687K$2.2MFlat
- Rackspace Technology, Inc.RXT1,025,600 shares · 0.0% of their software$2.1M−$1.2M
- Agora, Inc.API777,100 shares · 0.0% of their software$2.0MFlat
- i3 Verticals, Inc.IIIV95,800 shares · 0.0% of their software$2.0M+$585K
- NICENICE10,144 shares · 0.0% of their software$2.0M−$6.8M
- 8x8EGHT494,630 shares · 0.0% of their software$1.9M—
- OneSpan Inc.OSPN172,282 shares · 0.0% of their software$1.8M+$760K
- Kingsoft Cloud Holdings LimitedKC486,600 shares · 0.0% of their software · price −$560K$1.8MFlat
- Nerdy Inc.NRDY511,600 shares · 0.0% of their software$1.8MFlat
- VirTra, Inc.VTSI185,300 shares · 0.0% of their software · price +$721K$1.8MFlat
- ReposiTrak, Inc.TRAK166,863 shares · 0.0% of their software$1.7MFlat
- BackblazeBLZE202,616 shares · 0.0% of their software$1.5MFlat
- SoundThinking, Inc.SSTI59,232 shares · 0.0% of their software$1.5MFlat
- ProcorePCOR21,400 shares · 0.0% of their software$1.5M−$5.7M
- Allot Ltd.ALLT894,606 shares · 0.0% of their software$1.5MFlat
- DigitalOceanDOCN39,500 shares · 0.0% of their software · price +$500K$1.4MNew · +$949K
- Diebold Nixdorf, IncorporatedDBD49,000 shares · 0.0% of their software$1.4MNew · +$928K
- Upbound Group, Inc.UPBD40,512 shares · 0.0% of their software$1.4MFlat
- YextYEXT218,100 shares · 0.0% of their software$1.3M−$1.8M
- International Money Express, Inc.IMXI56,000 shares · 0.0% of their software$1.2M−$2.3M
- ePlus inc.PLUS14,400 shares · 0.0% of their software$1.2MFlat
- Calix, Inc.CALX24,700 shares · 0.0% of their software$1.1M−$5.8M
- PowerFleet, Inc.AIOT298,910 shares · 0.0% of their software$1.0MFlat
- NetSol Technologies, Inc.NTWK464,501 shares · 0.0% of their software$1.0MFlat
- SPS CommerceSPSC5,100 shares · 0.0% of their software$989K−$5.9M
- Health CatalystHCAT99,269 shares · 0.0% of their software$919K−$609K
- Tuya Inc.TUYA399,100 shares · 0.0% of their software$918KFlat
- Sportradar Group AGSRAD78,100 shares · 0.0% of their software$863KFlat
- FactSetFDS1,450 shares · 0.0% of their software$692KNew · +$634K
- Kaltura, Inc.KLTR351,000 shares · 0.0% of their software$684KFlat
- Daily Journal CorporationDJCO1,987 shares · 0.0% of their software$677KFlat
- SimilarwebSMWB126,000 shares · 0.0% of their software$672K+$584K
- Usio, Inc.USIO385,141 shares · 0.0% of their software$662KFlat
- NextNav Inc.NN145,400 shares · 0.0% of their software$647KNew · +$747K
- Rimini Street, Inc.RMNI182,108 shares · 0.0% of their software$595KFlat
- comScore, Inc.SCOR34,136 shares · 0.0% of their software · price +$549K$570KNew · Flat
- Consensus Cloud Solutions, Inc.CCSI20,900 shares · 0.0% of their software$548KFlat
- Lesaka Technologies, Inc.LSAK159,276 shares · 0.0% of their software$516KFlat
- Simulations PlusSLP11,500 shares · 0.0% of their software$515KNew · Flat
- AppianAPPN13,400 shares · 0.0% of their software$505KNew · +$611K
- Asure Software, Inc.ASUR53,000 shares · 0.0% of their software$505KFlat
- SemrushSEMR31,900 shares · 0.0% of their software$436K—
- Karooooo Ltd.KARO12,501 shares · 0.0% of their software$304KFlat
- Intellicheck, Inc.IDN156,100 shares · 0.0% of their software$297KFlat
- Dave Inc.DAVE32,700 shares · 0.0% of their software$274KNew · Flat
- SmartRent, Inc.SMRT78,000 shares · 0.0% of their software$249KNew · Flat
- Creative Realities, Inc.CREX102,370 shares · 0.0% of their software$242KFlat
- Repay Holdings CorporationRPAY23,951 shares · 0.0% of their software$205K−$843K
- Alarum Technologies Ltd.ALAR26,061 shares · 0.0% of their software$202KFlat
- Research Solutions, Inc.RSSS77,500 shares · 0.0% of their software$202KFlat
- authID Inc.AUID19,628 shares · 0.0% of their software$186KNew · Flat
- Katapult Holdings, Inc.KPLT14,904 shares · 0.0% of their software$162KFlat
- AudioEye, Inc.AEYE18,100 shares · 0.0% of their software$98KFlat
- Palladyne AI Corp.PDYN127,078 shares · 0.0% of their software$92KFlat
- HeartCore Enterprises, Inc.HTCR121,500 shares · 0.0% of their software$78KFlat
- Bridgeline Digital, Inc.BLIN84,329 shares · 0.0% of their software$73KFlat
- SoundHound AI, Inc.SOUN24,284 shares · 0.0% of their software$51KNew · Flat
- Beamr Imaging Ltd.BMR30,248 shares · 0.0% of their software$44KNew · Flat
- Perfect Corp.PERF14,000 shares · 0.0% of their software$43KNew · Flat
- Ribbon Communications Inc.RBBN14,000 shares · 0.0% of their software$41KFlat
- AI Financial CorporationAIFC15,700 shares · 0.0% of their software$9KFlat