Generalist · New York, NY
Renaissance Technologies
Q2 2024 · compared with Q1 2024
Filed as Renaissance Technologies LLC
- Software
- $6.9B
- Weight of 13F
- 11.7%
- Names
- 187
- Net bought
- −$1.3B
Filed 9 August 2024 · SEC filing.
3,432 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
- PalantirPLTR39,515,309 shares · 14.6% of their software · price +$91.7M$1.0B−$180M
- VeriSign, Inc.VRSN3,027,696 shares · 7.8% of their software · price −$35.5M$538MFlat
- FortinetFTNT5,026,394 shares · 4.4% of their software · price −$40.4M$303M+$44.9M
- monday.comMNDY1,122,690 shares · 3.9% of their software · price +$16.7M$270M+$42.6M
- AtlassianTEAM1,521,523 shares · 3.9% of their software · price −$27.7M$269M−$13.1M
- DropboxDBX10,314,233 shares · 3.4% of their software · price −$18.9M$232M+$12.3M
- DatadogDDOG1,743,052 shares · 3.3% of their software · price +$10.6M$226M−$19.1M
- CommvaultCVLT1,813,487 shares · 3.2% of their software · price +$36.5M$220M+$12.9M
- NutanixNTNX3,738,756 shares · 3.1% of their software · price −$18.2M$213M+$15.8M
- ZoomZM3,455,848 shares · 3.0% of their software · price −$21.4M$205M−$41.7M
- DocuSignDOCU3,729,314 shares · 2.9% of their software · price −$22.6M$200M+$34.3M
- CrowdStrikeCRWD463,983 shares · 2.6% of their software · price +$29.0M$178M−$202M
- MicrosoftMSFT324,925 shares · 2.1% of their software · price +$8.5M$145MNew · +$137M
- Manhattan AssociatesMANH565,160 shares · 2.0% of their software · price −$2.0M$139M−$6.6M
- WixWIX785,649 shares · 1.8% of their software · price +$17.0M$125M+$23.6M
- VeriskVRSK373,800 shares · 1.5% of their software · price +$12.6M$101M+$22.2M
- ZscalerZS483,682 shares · 1.4% of their software$93.0M−$155M
- SnowflakeSNOW624,502 shares · 1.2% of their software · price −$16.6M$84.4M+$22.8M
- QualysQLYS474,100 shares · 1.0% of their software · price −$11.5M$67.6M+$10.5M
- DuolingoDUOL315,200 shares · 1.0% of their software · price −$3.8M$65.8M−$30.1M
- Roper Technologies, Inc.ROP113,400 shares · 0.9% of their software$63.9M−$57.1M
- JFrogFROG1,675,200 shares · 0.9% of their software · price −$11.2M$62.9M+$11.2M
- ProgressPRGS1,124,529 shares · 0.9% of their software · price +$1.1M$61.0M−$2.8M
- GitLabGTLB1,190,582 shares · 0.9% of their software · price −$10.2M$59.2M+$43.6M
- AkamaiAKAM651,400 shares · 0.9% of their software · price −$12.2M$58.7M+$17.7M
- GoDaddyGDDY411,598 shares · 0.8% of their software · price +$8.7M$57.5M+$2.9M
- AdobeADBE101,263 shares · 0.8% of their software · price +$5.2M$56.3M−$55.6M
- TeradataTDC1,619,857 shares · 0.8% of their software · price −$6.7M$56.0M+$2.2M
- Clear Secure, Inc.YOU2,954,100 shares · 0.8% of their software · price −$7.6M$55.3M+$22.7M
- HubSpotHUBS92,800 shares · 0.8% of their software · price −$3.4M$54.7M−$37.3M
- F5, Inc.FFIV311,976 shares · 0.8% of their software · price −$5.4M$53.7M−$36.3M
- AppFolioAPPF219,000 shares · 0.8% of their software$53.6M−$9.5M
- MorningstarMORN176,870 shares · 0.8% of their software · price −$2.2M$52.3M−$3.0M
- NetApp, Inc.NTAP405,412 shares · 0.8% of their software · price +$9.7M$52.2M−$48.6M
- BoxBOX1,846,502 shares · 0.7% of their software · price −$3.5M$48.8M+$3.4M
- CoStarCSGP629,780 shares · 0.7% of their software · price −$14.1M$46.7MNew · +$60.8M
- MongoDBMDB183,000 shares · 0.7% of their software · price −$19.9M$45.7M+$58.6M
- RingCentralRNG1,606,700 shares · 0.7% of their software · price −$10.5M$45.3M+$1.9M
- DoximityDOCS1,603,202 shares · 0.7% of their software · price +$1.7M$44.8M+$8.1M
- FreshworksFRSH3,134,600 shares · 0.6% of their software · price −$17.3M$39.8M+$4.0M
- WorkivaWK520,100 shares · 0.6% of their software · price −$6.1M$38.0M−$7.7M
- OktaOKTA404,800 shares · 0.6% of their software · price −$4.5M$37.9M−$48.3M
- ProcorePCOR549,900 shares · 0.5% of their software · price −$8.7M$36.5M+$26.0M
- Zeta GlobalZETA2,019,000 shares · 0.5% of their software · price +$13.6M$35.6M+$10.2M
- Uber Technologies, Inc.UBER489,700 shares · 0.5% of their software · price −$2.1M$35.6M−$464M
- DescartesDSGX366,200 shares · 0.5% of their software · price +$1.9M$35.5M−$5.8M
- DynatraceDT715,400 shares · 0.5% of their software · price −$1.2M$32.0M−$28.8M
- Radware Ltd.RDWR1,749,823 shares · 0.5% of their software · price −$840K$31.9M+$3.6M
- A10 Networks, Inc.ATEN2,282,633 shares · 0.5% of their software$31.6M+$1.9M
- AppLovinAPP367,300 shares · 0.4% of their software · price +$5.1M$30.6M−$18.6M
- PagerDutyPD1,322,538 shares · 0.4% of their software$30.3M−$3.7M
- Automatic Data Processing, Inc.ADP113,300 shares · 0.4% of their software · price −$1.3M$27.0MNew · +$28.3M
- LiveRamp Holdings, Inc.RAMP847,778 shares · 0.4% of their software · price −$3.0M$26.2M−$2.8M
- Fiserv, Inc.FISV169,527 shares · 0.4% of their software · price −$1.8M$25.3MNew · +$27.1M
- PubMaticPUBM1,188,700 shares · 0.4% of their software · price −$4.1M$24.1M+$6.3M
- Agilysys, Inc.AGYS230,852 shares · 0.3% of their software · price +$4.6M$24.0M−$2.5M
- WorkdayWDAY87,900 shares · 0.3% of their software · price −$4.3M$19.7M−$18.6M
- Payoneer Global Inc.PAYO3,444,322 shares · 0.3% of their software · price +$2.3M$19.1M+$2.6M
- Fair IsaacFICO12,550 shares · 0.3% of their software · price +$3.0M$18.7M−$24.1M
- NICENICE107,744 shares · 0.3% of their software · price −$9.6M$18.5MNew · +$28.1M
- Palo Alto NetworksPANW54,600 shares · 0.3% of their software · price +$3.0M$18.5M+$3.1M
- EVERTEC, Inc.EVTC513,526 shares · 0.2% of their software · price −$3.4M$17.1M−$6.1M
- Alarm.com Holdings, Inc.ALRM248,700 shares · 0.2% of their software · price −$2.2M$15.8M+$3.7M
- Euronet Worldwide, Inc.EEFT148,600 shares · 0.2% of their software · price −$955K$15.4M+$1.2M
- SentinelOneS728,600 shares · 0.2% of their software · price −$1.6M$15.3M+$9.1M
- BrazeBRZE371,600 shares · 0.2% of their software · price −$2.0M$14.4M+$7.2M
- Cellebrite DI Ltd.CLBT1,183,700 shares · 0.2% of their software · price +$1.0M$14.1M+$2.4M
- VertexVERX377,100 shares · 0.2% of their software · price +$1.6M$13.6M+$3.2M
- PaylocityPCTY100,900 shares · 0.2% of their software · price −$4.0M$13.3MNew · +$17.3M
- UiPathPATH1,047,357 shares · 0.2% of their software · price −$10.5M$13.3MNew · +$23.7M
- DigitalOceanDOCN375,600 shares · 0.2% of their software · price −$1.3M$13.1M+$8.7M
- Lyft, Inc.LYFT922,700 shares · 0.2% of their software · price −$4.8M$13.0M−$48.3M
- Q2QTWO204,000 shares · 0.2% of their software · price +$1.6M$12.3M+$6.8M
- Adeia Inc.ADEA951,243 shares · 0.2% of their software$10.6M−$2.0M
- Bandwidth Inc.BAND604,200 shares · 0.1% of their software · price −$834K$10.2M+$941K
- Check PointCHKP61,608 shares · 0.1% of their software$10.2M−$17.3M
- Diebold Nixdorf, IncorporatedDBD249,700 shares · 0.1% of their software · price +$1.0M$9.6M+$6.0M
- VaronisVRNS197,100 shares · 0.1% of their software$9.5M+$1.7M
- Intapp, Inc.INTA257,700 shares · 0.1% of their software · price +$611K$9.4M−$3.3M
- N-ableNABL599,400 shares · 0.1% of their software · price +$1.3M$9.1MFlat
- AvePointAVPT861,900 shares · 0.1% of their software · price +$2.2M$9.0M+$960K
- The Trade DeskTTD87,900 shares · 0.1% of their software · price +$901K$8.6M−$18.5M
- Ooma, Inc.OOMA845,203 shares · 0.1% of their software · price +$1.2M$8.4MFlat
- InterDigital, Inc.IDCC68,117 shares · 0.1% of their software · price +$688K$7.9M−$17.9M
- TenableTENB177,600 shares · 0.1% of their software · price −$1.0M$7.7MNew · +$8.8M
- CloudflareNET90,100 shares · 0.1% of their software · price −$1.3M$7.5MNew · +$8.7M
- PowerFleet, Inc.AIOT1,569,864 shares · 0.1% of their software · price −$1.2M$7.2M+$6.8M
- Riskified Ltd.RSKD1,118,900 shares · 0.1% of their software · price +$1.1M$7.1M+$890K
- Commerce.com, Inc.CMRC859,100 shares · 0.1% of their software · price +$1.0M$6.9MFlat
- PaycomPAYC48,250 shares · 0.1% of their software · price −$2.7M$6.9M−$22.5M
- VTEXVTEX938,800 shares · 0.1% of their software · price −$854K$6.8M+$1.1M
- Alarum Technologies Ltd.ALAR158,861 shares · 0.1% of their software · price +$3.5M$6.6M+$2.0M
- PegasystemsPEGA107,824 shares · 0.1% of their software$6.5MFlat
- Paysign, Inc.PAYS1,504,380 shares · 0.1% of their software · price +$978K$6.5M+$1.1M
- Xperi Inc.XPER779,573 shares · 0.1% of their software · price −$3.0M$6.4M+$1.2M
- BILLBILL117,600 shares · 0.1% of their software · price −$1.9M$6.2M+$3.8M
- Gen DigitalGEN245,438 shares · 0.1% of their software · price +$633K$6.1MNew · +$5.5M
- KlaviyoKVYO238,900 shares · 0.1% of their software$5.9M+$1.8M
- StoneCo Ltd.STNE480,567 shares · 0.1% of their software · price −$2.2M$5.8M−$15.8M
- AsanaASAN385,690 shares · 0.1% of their software · price −$579K$5.4M−$8.3M
- PAR Technology CorporationPAR105,600 shares · 0.1% of their software$5.0M+$3.4M
- Immersion CorporationIMMR498,213 shares · 0.1% of their software · price +$962K$4.7M+$1.1M
- DoceboDCBO118,800 shares · 0.1% of their software · price −$1.2M$4.6M+$764K
- Donnelley Financial Solutions, Inc.DFIN76,000 shares · 0.1% of their software$4.5M−$887K
- DHI Group, Inc.DHX2,146,960 shares · 0.1% of their software · price −$988K$4.5M−$704K
- CCC Intelligent Solutions Holdings Inc.CCC391,800 shares · 0.1% of their software$4.4M−$7.4M
- Cognyte Software Ltd.CGNT555,400 shares · 0.1% of their software$4.2M−$1.2M
- Telos CorporationTLS1,024,400 shares · 0.1% of their software$4.1M+$793K
- eGain CorporationEGAN643,319 shares · 0.1% of their software$4.1MFlat
- Rackspace Technology, Inc.RXT1,339,200 shares · 0.1% of their software · price +$1.9M$4.0MFlat
- Viant Technology Inc.DSP403,300 shares · 0.1% of their software$4.0MFlat
- Clearwater AnalyticsCWAN208,800 shares · 0.1% of their software$3.9M—
- Sportradar Group AGSRAD343,700 shares · 0.1% of their software$3.8M+$1.6M
- SemrushSEMR278,700 shares · 0.1% of their software$3.7MNew
- Dave Inc.DAVE122,826 shares · 0.1% of their software · price −$840K$3.7M+$1.6M
- AmplitudeAMPL413,100 shares · 0.1% of their software · price −$818K$3.7M+$734K
- Paysafe LimitedPSFE204,287 shares · 0.1% of their software$3.6M+$778K
- Tucows Inc.TCX172,051 shares · 0.0% of their software$3.3MFlat
- Grindr Inc.GRND262,844 shares · 0.0% of their software · price +$555K$3.2MFlat
- ePlus inc.PLUS41,300 shares · 0.0% of their software$3.0MFlat
- Amdocs LimitedDOX37,400 shares · 0.0% of their software$3.0M−$4.0M
- ToastTOST111,700 shares · 0.0% of their software$2.9MNew · +$2.8M
- Thryv Holdings, Inc.THRY158,000 shares · 0.0% of their software · price −$697K$2.8MNew · +$3.5M
- Calix, Inc.CALX78,518 shares · 0.0% of their software$2.8M+$1.5M
- AlkamiALKT97,400 shares · 0.0% of their software$2.8MFlat
- Ibotta, Inc.IBTA36,800 shares · 0.0% of their software$2.8MNew · +$2.8M
- International Money Express, Inc.IMXI130,700 shares · 0.0% of their software$2.7M+$1.4M
- Mitek Systems, Inc.MITK227,300 shares · 0.0% of their software · price −$664K$2.5M−$2.8M
- ReposiTrak, Inc.TRAK155,963 shares · 0.0% of their software$2.4MFlat
- NCR Atleos CorporationNATL83,500 shares · 0.0% of their software · price +$607K$2.3M+$1.2M
- Core Scientific, Inc.CORZ238,000 shares · 0.0% of their software · price +$1.4M$2.2MNew · +$843K
- Materialise NVMTLS432,655 shares · 0.0% of their software$2.2M−$515K
- Yalla Group LimitedYALA475,700 shares · 0.0% of their software$2.2MFlat
- Daily Journal CorporationDJCO5,311 shares · 0.0% of their software$2.1M+$546K
- ZoomInfoZI163,900 shares · 0.0% of their software$2.1M—
- Consensus Cloud Solutions, Inc.CCSI116,900 shares · 0.0% of their software$2.0M+$1.2M
- Allot Ltd.ALLT860,806 shares · 0.0% of their software$2.0MFlat
- Sprout SocialSPT54,900 shares · 0.0% of their software · price −$1.3M$2.0MNew · +$3.3M
- DomoDOMO249,700 shares · 0.0% of their software$1.9M—
- OneSpan Inc.OSPN130,505 shares · 0.0% of their software$1.7MFlat
- Agora, Inc.API764,000 shares · 0.0% of their software$1.6MFlat
- Expensify, Inc.EXFY1,077,000 shares · 0.0% of their software$1.6MFlat
- VirTra, Inc.VTSI206,100 shares · 0.0% of their software · price −$534K$1.6MFlat
- Blend Labs, Inc.BLND653,660 shares · 0.0% of their software · price −$582K$1.5MFlat
- Remitly Global, Inc.RELY113,500 shares · 0.0% of their software · price −$978K$1.4MFlat
- PaymentusPAY68,600 shares · 0.0% of their software$1.3M−$1.8M
- i3 Verticals, Inc.IIIV57,000 shares · 0.0% of their software$1.3MFlat
- YextYEXT230,600 shares · 0.0% of their software$1.2MFlat
- NetSol Technologies, Inc.NTWK484,401 shares · 0.0% of their software$1.2MFlat
- SoundThinking, Inc.SSTI96,332 shares · 0.0% of their software$1.2MFlat
- Kingsoft Cloud Holdings LimitedKC460,400 shares · 0.0% of their software$1.2MFlat
- AudioEye, Inc.AEYE60,500 shares · 0.0% of their software$1.1MFlat
- Bakkt, Inc.BKKT51,025 shares · 0.0% of their software · price +$942K$965KNew · Flat
- CS Disco, Inc.LAW145,600 shares · 0.0% of their software$868K+$774K
- SimilarwebSMWB110,600 shares · 0.0% of their software$859KFlat
- Lesaka Technologies, Inc.LSAK182,100 shares · 0.0% of their software$852KFlat
- BackblazeBLZE138,221 shares · 0.0% of their software · price −$563K$851K−$587K
- Veritone, Inc.VERI358,900 shares · 0.0% of their software · price −$1.1M$811KNew · +$1.9M
- Upbound Group, Inc.UPBD23,012 shares · 0.0% of their software$706KFlat
- Tuya Inc.TUYA399,100 shares · 0.0% of their software$682KFlat
- comScore, Inc.SCOR45,335 shares · 0.0% of their software$643KFlat
- SprinklrCXM61,800 shares · 0.0% of their software$595K−$3.9M
- Usio, Inc.USIO375,656 shares · 0.0% of their software$575KFlat
- Karooooo Ltd.KARO17,757 shares · 0.0% of their software$520KFlat
- TwilioTWLO8,495 shares · 0.0% of their software$483K−$21.0M
- SmartRent, Inc.SMRT197,700 shares · 0.0% of their software$473KFlat
- Kaltura, Inc.KLTR382,600 shares · 0.0% of their software$459KFlat
- Intellicheck, Inc.IDN124,394 shares · 0.0% of their software$425KFlat
- Rimini Street, Inc.RMNI136,530 shares · 0.0% of their software$419K−$612K
- NextNav Inc.NN49,768 shares · 0.0% of their software$404KNew · Flat
- Rekor Systems, Inc.REKR234,329 shares · 0.0% of their software$363KNew · +$537K
- Katapult Holdings, Inc.KPLT21,000 shares · 0.0% of their software$353KFlat
- Research Solutions, Inc.RSSS117,100 shares · 0.0% of their software$299KFlat
- Palladyne AI Corp.PDYN172,174 shares · 0.0% of their software$275KFlat
- Creative Realities, Inc.CREX55,102 shares · 0.0% of their software$258KFlat
- Ribbon Communications Inc.RBBN75,212 shares · 0.0% of their software$247KNew · Flat
- authID Inc.AUID22,728 shares · 0.0% of their software$236KFlat
- Priority Technology Holdings, Inc.PRTH38,300 shares · 0.0% of their software$202KNew · Flat
- EverCommerceEVCM16,600 shares · 0.0% of their software$182KFlat
- Definitive HealthcareDH28,900 shares · 0.0% of their software$158KFlat
- CourseraCOUR18,400 shares · 0.0% of their software$132K−$15.9M
- Nerdy Inc.NRDY57,500 shares · 0.0% of their software$96KFlat
- Health CatalystHCAT14,700 shares · 0.0% of their software$94KFlat
- Bridgeline Digital, Inc.BLIN98,729 shares · 0.0% of their software$91KFlat
- Perfect Corp.PERF24,996 shares · 0.0% of their software$50KFlat
- 8x8EGHT15,300 shares · 0.0% of their software$34K—
- HeartCore Enterprises, Inc.HTCR33,600 shares · 0.0% of their software$23KFlat