Generalist · New York, NY
Renaissance Technologies
Q1 2024 · compared with Q4 2023
Filed as Renaissance Technologies LLC
- Software
- $8.3B
- Weight of 13F
- 13.1%
- Names
- 184
- Net bought
- −$291M
Filed 13 May 2024 · SEC filing.
3,646 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
- PalantirPLTR47,355,217 shares · 13.1% of their software · price +$277M$1.1B+$64.6M
- VeriSign, Inc.VRSN3,043,790 shares · 6.9% of their software · price −$50.1M$577MFlat
- Uber Technologies, Inc.UBER6,521,549 shares · 6.0% of their software · price +$101M$502M−$452M
- CrowdStrikeCRWD1,094,283 shares · 4.2% of their software · price +$71.4M$351M−$171M
- AtlassianTEAM1,588,429 shares · 3.7% of their software · price −$67.9M$310M−$8.9M
- FortinetFTNT4,368,994 shares · 3.6% of their software · price +$42.7M$298M−$41.2M
- ZoomZM4,093,848 shares · 3.2% of their software · price −$26.8M$268M−$57.8M
- ZscalerZS1,289,782 shares · 3.0% of their software · price −$37.3M$248M+$124M
- DropboxDBX9,808,033 shares · 2.9% of their software · price −$50.8M$238M−$10.1M
- DatadogDDOG1,897,452 shares · 2.8% of their software · price +$4.2M$235M−$23.5M
- NutanixNTNX3,482,600 shares · 2.6% of their software · price +$48.9M$215M+$38.1M
- monday.comMNDY933,890 shares · 2.5% of their software · price +$35.5M$211M−$13.9M
- DocuSignDOCU3,152,900 shares · 2.3% of their software$188M+$36.1M
- CommvaultCVLT1,686,687 shares · 2.1% of their software · price +$36.4M$171MFlat
- Manhattan AssociatesMANH591,560 shares · 1.8% of their software · price +$20.7M$148M+$14.5M
- OracleORCL1,062,532 shares · 1.6% of their software · price +$21.4M$133M+$13.9M
- Roper Technologies, Inc.ROP215,300 shares · 1.4% of their software · price +$3.4M$121M+$56.4M
- SalesforceCRM390,759 shares · 1.4% of their software · price +$14.9M$118M+$21.4M
- AdobeADBE211,445 shares · 1.3% of their software · price −$19.5M$107MNew · +$126M
- DuolingoDUOL451,700 shares · 1.2% of their software · price −$2.8M$99.6M+$31.3M
- F5, Inc.FFIV503,450 shares · 1.1% of their software · price +$5.3M$95.4M−$39.3M
- HubSpotHUBS152,300 shares · 1.1% of their software · price +$7.0M$95.4M+$2.2M
- NetApp, Inc.NTAP868,812 shares · 1.1% of their software · price +$14.6M$91.2M−$35.5M
- OktaOKTA866,300 shares · 1.1% of their software · price +$12.2M$90.6M+$19.4M
- WixWIX614,149 shares · 1.0% of their software · price +$8.9M$84.4M+$21.0M
- SnowflakeSNOW483,202 shares · 0.9% of their software · price −$18.1M$78.1M−$136M
- QualysQLYS411,100 shares · 0.8% of their software · price −$12.1M$68.6M+$49.8M
- Lyft, Inc.LYFT3,416,629 shares · 0.8% of their software · price +$14.9M$66.1M−$22.3M
- VeriskVRSK279,500 shares · 0.8% of their software · price −$875K$65.9M+$33.4M
- AppFolioAPPF257,500 shares · 0.8% of their software · price +$18.9M$63.5M+$5.6M
- JFrogFROG1,421,100 shares · 0.8% of their software · price +$13.7M$62.8M−$803K
- ProgressPRGS1,176,640 shares · 0.8% of their software · price −$1.2M$62.7M+$7.4M
- DynatraceDT1,335,700 shares · 0.7% of their software · price −$11.0M$62.0M+$56.7M
- TeradataTDC1,563,657 shares · 0.7% of their software · price −$7.6M$60.5M−$14.9M
- MorningstarMORN186,500 shares · 0.7% of their software · price +$4.1M$57.5M−$8.4M
- ShopifySHOP718,203 shares · 0.7% of their software · price −$524K$55.4M+$39.0M
- RingCentralRNG1,552,200 shares · 0.6% of their software · price +$1.2M$53.9M−$1.1M
- AkamaiAKAM488,700 shares · 0.6% of their software · price −$4.7M$53.2MNew · +$57.8M
- FreshworksFRSH2,912,700 shares · 0.6% of their software · price −$15.4M$53.0M+$30.5M
- WorkivaWK610,900 shares · 0.6% of their software · price −$10.2M$51.8M−$680K
- BoxBOX1,726,426 shares · 0.6% of their software · price +$4.7M$48.9M−$3.2M
- GoDaddyGDDY386,900 shares · 0.6% of their software · price +$4.8M$45.9M+$36.8M
- AppLovinAPP636,600 shares · 0.5% of their software · price +$18.7M$44.1M+$13.3M
- WorkdayWDAY156,200 shares · 0.5% of their software · price −$517K$42.6M+$29.6M
- ServiceNowNOW53,100 shares · 0.5% of their software · price +$3.0M$40.5M+$8.5M
- Clear Secure, Inc.YOU1,887,700 shares · 0.5% of their software · price +$1.2M$40.2M+$16.4M
- Fair IsaacFICO31,850 shares · 0.5% of their software · price +$2.7M$39.8M−$24.7M
- DescartesDSGX430,100 shares · 0.5% of their software · price +$3.2M$39.4M+$3.0M
- UnityU1,409,497 shares · 0.5% of their software · price −$20.0M$37.6MNew · +$57.6M
- DoximityDOCS1,302,102 shares · 0.4% of their software · price −$1.5M$35.0M+$6.5M
- PagerDutyPD1,485,238 shares · 0.4% of their software · price −$698K$33.7M−$4.5M
- PaycomPAYC161,550 shares · 0.4% of their software · price −$1.2M$32.2MNew · +$33.4M
- LiveRamp Holdings, Inc.RAMP928,978 shares · 0.4% of their software · price −$3.1M$32.1M+$5.7M
- A10 Networks, Inc.ATEN2,146,833 shares · 0.4% of their software · price +$1.1M$29.4M−$2.2M
- Radware Ltd.RDWR1,556,134 shares · 0.3% of their software · price +$3.2M$29.1M−$595K
- Check PointCHKP167,308 shares · 0.3% of their software · price +$1.9M$27.4M+$16.1M
- EVERTEC, Inc.EVTC665,426 shares · 0.3% of their software · price −$692K$26.6M−$5.3M
- The Trade DeskTTD299,800 shares · 0.3% of their software · price +$4.6M$26.2MNew · +$21.6M
- GitLabGTLB442,870 shares · 0.3% of their software · price −$2.1M$25.8M−$18.2M
- InterDigital, Inc.IDCC235,917 shares · 0.3% of their software$25.1M−$6.3M
- StoneCo Ltd.STNE1,434,001 shares · 0.3% of their software · price −$2.0M$23.8M+$18.2M
- Agilysys, Inc.AGYS260,400 shares · 0.3% of their software$21.9M−$4.8M
- PubMaticPUBM923,000 shares · 0.3% of their software · price +$6.8M$21.9M+$1.8M
- TwilioTWLO351,995 shares · 0.3% of their software · price −$5.2M$21.5M−$36.4M
- ProcorePCOR233,800 shares · 0.2% of their software · price +$3.0M$19.2M+$14.7M
- Block, Inc.XYZ215,700 shares · 0.2% of their software · price +$1.6M$18.2MNew · +$16.7M
- CourseraCOUR1,154,400 shares · 0.2% of their software · price −$6.2M$16.2M+$5.2M
- Clearwater AnalyticsCWAN873,100 shares · 0.2% of their software$15.4M—
- Euronet Worldwide, Inc.EEFT137,345 shares · 0.2% of their software · price +$1.2M$15.1M+$6.8M
- Alarm.com Holdings, Inc.ALRM198,200 shares · 0.2% of their software · price +$1.6M$14.4M−$3.8M
- AsanaASAN918,490 shares · 0.2% of their software · price −$3.2M$14.2M−$12.9M
- Payoneer Global Inc.PAYO2,917,100 shares · 0.2% of their software · price −$1.0M$14.2MFlat
- Tyler TechnologiesTYL29,400 shares · 0.2% of their software$12.5M+$3.7M
- FlywireFLYW502,501 shares · 0.1% of their software · price +$834K$12.5M−$5.3M
- Palo Alto NetworksPANW43,600 shares · 0.1% of their software$12.4M−$107M
- Adeia Inc.ADEA1,133,643 shares · 0.1% of their software · price −$1.7M$12.4M−$1.8M
- Intapp, Inc.INTA354,700 shares · 0.1% of their software · price −$1.3M$12.2M+$5.4M
- CCC Intelligent Solutions Holdings Inc.CCC1,011,100 shares · 0.1% of their software · price +$576K$12.1MFlat
- Zeta GlobalZETA1,089,200 shares · 0.1% of their software · price +$2.3M$11.9M−$2.4M
- ZoomInfoZI715,000 shares · 0.1% of their software$11.5M—
- Cellebrite DI Ltd.CLBT969,100 shares · 0.1% of their software · price +$2.3M$10.7M−$711K
- Bandwidth Inc.BAND552,658 shares · 0.1% of their software · price +$2.1M$10.1M+$610K
- BrazeBRZE208,600 shares · 0.1% of their software · price −$1.8M$9.2M+$2.5M
- VertexVERX276,800 shares · 0.1% of their software · price +$1.3M$8.8M−$1.8M
- Xperi Inc.XPER676,513 shares · 0.1% of their software · price +$704K$8.2M+$2.0M
- SentinelOneS336,600 shares · 0.1% of their software · price −$1.4M$7.8MNew · +$9.2M
- VaronisVRNS161,900 shares · 0.1% of their software$7.6MNew · +$7.3M
- Five9FIVN121,400 shares · 0.1% of their software · price −$2.0M$7.5MFlat
- N-ableNABL573,434 shares · 0.1% of their software$7.5M+$2.6M
- Amdocs LimitedDOX81,200 shares · 0.1% of their software$7.3M+$3.3M
- MongoDBMDB19,700 shares · 0.1% of their software · price −$989K$7.1MNew · +$8.1M
- Ooma, Inc.OOMA812,103 shares · 0.1% of their software · price −$1.8M$6.9M−$521K
- Rapid7RPD138,596 shares · 0.1% of their software · price −$1.1M$6.8MNew · +$7.9M
- PegasystemsPEGA103,224 shares · 0.1% of their software · price +$1.6M$6.7M+$2.9M
- VTEXVTEX809,700 shares · 0.1% of their software · price +$1.0M$6.6M+$1.1M
- Commerce.com, Inc.CMRC924,000 shares · 0.1% of their software · price −$2.6M$6.4M−$1.8M
- DHI Group, Inc.DHX2,423,060 shares · 0.1% of their software$6.2M+$577K
- Mitek Systems, Inc.MITK425,100 shares · 0.1% of their software$6.0M−$1.4M
- AvePointAVPT740,700 shares · 0.1% of their software$5.9M−$1.0M
- Cognyte Software Ltd.CGNT694,711 shares · 0.1% of their software · price +$1.3M$5.7M+$1.0M
- DigitalOceanDOCN148,700 shares · 0.1% of their software$5.7M+$4.0M
- Donnelley Financial Solutions, Inc.DFIN90,300 shares · 0.1% of their software$5.6MNew · +$5.6M
- Alight, Inc.ALIT542,700 shares · 0.1% of their software · price +$716K$5.3MNew · +$4.6M
- Riskified Ltd.RSKD954,300 shares · 0.1% of their software · price +$697K$5.2M−$1.8M
- DoceboDCBO103,200 shares · 0.1% of their software$5.1MFlat
- SprinklrCXM378,200 shares · 0.1% of their software$4.6M+$720K
- Viant Technology Inc.DSP425,200 shares · 0.1% of their software · price +$1.6M$4.5MFlat
- Paysign, Inc.PAYS1,203,380 shares · 0.1% of their software · price +$1.0M$4.4MFlat
- KlaviyoKVYO169,700 shares · 0.1% of their software$4.3M−$783K
- BILLBILL62,200 shares · 0.1% of their software · price −$801K$4.3MNew · +$5.1M
- OpenTextOTEX104,900 shares · 0.0% of their software$4.1M+$1.3M
- eGain CorporationEGAN622,719 shares · 0.0% of their software · price −$1.2M$4.0MFlat
- Q2QTWO75,100 shares · 0.0% of their software · price +$687K$3.9M+$938K
- AmplitudeAMPL345,600 shares · 0.0% of their software · price −$636K$3.8M+$880K
- Telos CorporationTLS833,700 shares · 0.0% of their software$3.5MFlat
- Tucows Inc.TCX184,651 shares · 0.0% of their software · price −$1.6M$3.4MFlat
- PaymentusPAY145,800 shares · 0.0% of their software · price +$712K$3.3M−$608K
- ePlus inc.PLUS41,855 shares · 0.0% of their software$3.3M+$2.2M
- Grindr Inc.GRND298,600 shares · 0.0% of their software$3.0M−$1.1M
- Dave Inc.DAVE78,600 shares · 0.0% of their software · price +$2.3M$2.9MFlat
- DomoDOMO318,900 shares · 0.0% of their software$2.8M—
- Materialise NVMTLS530,139 shares · 0.0% of their software · price −$684K$2.8MFlat
- Shift4 Payments, Inc.FOUR41,100 shares · 0.0% of their software$2.7MNew · +$3.1M
- Immersion CorporationIMMR347,700 shares · 0.0% of their software$2.6MFlat
- Remitly Global, Inc.RELY124,800 shares · 0.0% of their software$2.6M−$2.9M
- Diebold Nixdorf, IncorporatedDBD74,900 shares · 0.0% of their software$2.6M+$750K
- Paysafe LimitedPSFE154,987 shares · 0.0% of their software$2.4M−$842K
- Sportradar Group AGSRAD207,900 shares · 0.0% of their software$2.4M+$1.4M
- Cerence Inc.CRNC153,500 shares · 0.0% of their software · price −$600K$2.4MNew · +$3.0M
- Blend Labs, Inc.BLND743,660 shares · 0.0% of their software · price +$521K$2.4M−$558K
- ReposiTrak, Inc.TRAK148,363 shares · 0.0% of their software · price +$866K$2.4MFlat
- Yalla Group LimitedYALA475,700 shares · 0.0% of their software · price −$628K$2.3MFlat
- Expensify, Inc.EXFY1,240,800 shares · 0.0% of their software · price −$782K$2.3M+$889K
- AlkamiALKT86,800 shares · 0.0% of their software$2.1MNew · +$2.1M
- BlackLineBL32,500 shares · 0.0% of their software$2.1MNew · +$2.0M
- GigaCloud Technology Inc.GCT76,200 shares · 0.0% of their software · price +$642K$2.0M−$1.4M
- BackblazeBLZE195,616 shares · 0.0% of their software · price +$516K$2.0MFlat
- Allot Ltd.ALLT873,106 shares · 0.0% of their software · price +$533K$2.0MFlat
- Agora, Inc.API769,800 shares · 0.0% of their software$1.9MFlat
- VirTra, Inc.VTSI183,739 shares · 0.0% of their software$1.9MFlat
- Rackspace Technology, Inc.RXT1,082,300 shares · 0.0% of their software$1.7MFlat
- International Money Express, Inc.IMXI71,100 shares · 0.0% of their software$1.6MFlat
- PowerFleet, Inc.AIOT302,410 shares · 0.0% of their software · price +$581K$1.6MFlat
- SoundThinking, Inc.SSTI97,905 shares · 0.0% of their software · price −$946K$1.6M+$988K
- i3 Verticals, Inc.IIIV63,900 shares · 0.0% of their software$1.5M−$675K
- OneSpan Inc.OSPN119,970 shares · 0.0% of their software$1.4M−$561K
- Daily Journal CorporationDJCO3,800 shares · 0.0% of their software$1.4M+$618K
- PAR Technology CorporationPAR30,000 shares · 0.0% of their software$1.4MNew · +$1.3M
- Kingsoft Cloud Holdings LimitedKC442,700 shares · 0.0% of their software$1.3MFlat
- NetSol Technologies, Inc.NTWK484,000 shares · 0.0% of their software$1.3MFlat
- YextYEXT207,200 shares · 0.0% of their software$1.2MFlat
- Alarum Technologies Ltd.ALAR58,372 shares · 0.0% of their software · price +$699K$1.2MFlat
- Upbound Group, Inc.UPBD32,412 shares · 0.0% of their software$1.1MFlat
- Calix, Inc.CALX32,218 shares · 0.0% of their software$1.1MFlat
- Rimini Street, Inc.RMNI324,230 shares · 0.0% of their software$1.1MFlat
- SimilarwebSMWB106,001 shares · 0.0% of their software$954KFlat
- WEX Inc.WEX4,000 shares · 0.0% of their software$950K−$5.5M
- comScore, Inc.SCOR46,720 shares · 0.0% of their software$719KFlat
- Consensus Cloud Solutions, Inc.CCSI44,100 shares · 0.0% of their software$699K+$608K
- Tuya Inc.TUYA399,100 shares · 0.0% of their software$698KFlat
- DLocal LimitedDLO45,589 shares · 0.0% of their software$670K−$2.9M
- Usio, Inc.USIO384,741 shares · 0.0% of their software$654KFlat
- Lesaka Technologies, Inc.LSAK167,400 shares · 0.0% of their software$628KFlat
- 8x8EGHT224,195 shares · 0.0% of their software$605K—
- Health CatalystHCAT66,900 shares · 0.0% of their software$504KFlat
- Kaltura, Inc.KLTR362,100 shares · 0.0% of their software$489KFlat
- NCR Atleos CorporationNATL24,000 shares · 0.0% of their software$474KNew · +$583K
- Intellicheck, Inc.IDN122,900 shares · 0.0% of their software$428KFlat
- SmartRent, Inc.SMRT156,900 shares · 0.0% of their software$420KFlat
- Nerdy Inc.NRDY142,900 shares · 0.0% of their software$416K−$1.3M
- CS Disco, Inc.LAW50,400 shares · 0.0% of their software$410KNew · Flat
- Creative Realities, Inc.CREX108,603 shares · 0.0% of their software$409KFlat
- Bitdeer Technologies GroupBTDR52,026 shares · 0.0% of their software$365KNew · +$513K
- Karooooo Ltd.KARO14,401 shares · 0.0% of their software$361KFlat
- Research Solutions, Inc.RSSS104,011 shares · 0.0% of their software$329KFlat
- authID Inc.AUID27,428 shares · 0.0% of their software$209KFlat
- Katapult Holdings, Inc.KPLT17,700 shares · 0.0% of their software$206KFlat
- AudioEye, Inc.AEYE20,000 shares · 0.0% of their software$200KFlat
- Palladyne AI Corp.PDYN95,778 shares · 0.0% of their software$173KFlat
- Definitive HealthcareDH19,200 shares · 0.0% of their software$155KNew · Flat
- EverCommerceEVCM13,900 shares · 0.0% of their software$131KNew · Flat
- Bridgeline Digital, Inc.BLIN92,829 shares · 0.0% of their software$108KFlat
- HeartCore Enterprises, Inc.HTCR66,000 shares · 0.0% of their software$64KSplit
- Perfect Corp.PERF16,100 shares · 0.0% of their software$40KFlat