Generalist · New York, NY
Renaissance Technologies
Q3 2024 · compared with Q2 2024
Filed as Renaissance Technologies LLC
- Software
- $8.7B
- Weight of 13F
- 13.2%
- Names
- 194
- Net bought
- +$1.1B
Filed 13 November 2024 · SEC filing.
3,470 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
- PalantirPLTR38,419,240 shares · 16.4% of their software · price +$456M$1.4B−$27.8M
- MicrosoftMSFT1,571,271 shares · 7.7% of their software · price −$26.2M$676M+$557M
- VeriSign, Inc.VRSN3,175,990 shares · 6.9% of their software · price +$38.6M$603M+$26.4M
- FortinetFTNT4,943,162 shares · 4.4% of their software · price +$85.4M$383M−$5.0M
- monday.comMNDY1,138,290 shares · 3.6% of their software · price +$42.1M$316M+$3.8M
- CommvaultCVLT1,884,285 shares · 3.3% of their software · price +$60.8M$290M+$8.6M
- ZoomZM3,923,948 shares · 3.1% of their software · price +$41.4M$274M+$27.7M
- DropboxDBX10,628,263 shares · 3.1% of their software · price +$31.5M$270M+$7.1M
- DocuSignDOCU4,157,988 shares · 3.0% of their software · price +$35.7M$258M+$22.9M
- NutanixNTNX4,150,500 shares · 2.8% of their software · price +$10.0M$246M+$23.4M
- AtlassianTEAM1,520,723 shares · 2.8% of their software · price −$27.5M$242MFlat
- DatadogDDOG1,584,752 shares · 2.1% of their software · price −$23.2M$182M−$20.5M
- Automatic Data Processing, Inc.ADP622,700 shares · 2.0% of their software · price +$23.7M$172M+$122M
- VeriskVRSK581,500 shares · 1.8% of their software · price −$925K$156M+$56.0M
- Manhattan AssociatesMANH542,760 shares · 1.7% of their software · price +$18.8M$153M−$5.5M
- WixWIX775,149 shares · 1.5% of their software · price +$6.3M$130M−$1.7M
- GoDaddyGDDY735,300 shares · 1.3% of their software · price +$12.6M$115M+$45.2M
- DuolingoDUOL387,100 shares · 1.2% of their software · price +$28.4M$109M+$15.0M
- Clear Secure, Inc.YOU3,197,159 shares · 1.2% of their software · price +$46.1M$106M+$4.5M
- NetApp, Inc.NTAP837,412 shares · 1.2% of their software · price −$4.4M$103M+$55.6M
- Palo Alto NetworksPANW251,500 shares · 1.0% of their software · price +$702K$86.0M+$66.8M
- AdobeADBE141,870 shares · 0.8% of their software · price −$5.4M$73.5M+$22.6M
- DoximityDOCS1,683,502 shares · 0.8% of their software · price +$26.3M$73.4M+$2.2M
- WorkdayWDAY293,600 shares · 0.8% of their software · price +$6.1M$71.8M+$46.0M
- Zeta GlobalZETA2,374,200 shares · 0.8% of their software · price +$28.9M$70.8M+$6.3M
- ProgressPRGS1,045,629 shares · 0.8% of their software · price +$13.7M$70.4M−$4.3M
- SalesforceCRM240,288 shares · 0.8% of their software · price +$4.0M$65.8MNew · +$61.8M
- BoxBOX1,972,826 shares · 0.7% of their software · price +$12.4M$64.6M+$3.3M
- Block, Inc.XYZ874,900 shares · 0.7% of their software · price +$2.3M$58.7MNew · +$56.4M
- MorningstarMORN183,470 shares · 0.7% of their software · price +$4.3M$58.5M+$2.0M
- ZscalerZS340,782 shares · 0.7% of their software · price −$7.2M$58.3M−$27.5M
- The Trade DeskTTD526,800 shares · 0.7% of their software · price +$6.3M$57.8M+$42.9M
- AppFolioAPPF231,700 shares · 0.6% of their software · price −$2.1M$54.5M+$3.1M
- QualysQLYS409,800 shares · 0.6% of their software · price −$5.8M$52.6M−$9.2M
- GitLabGTLB1,007,770 shares · 0.6% of their software · price +$1.8M$51.9M−$9.1M
- BroadridgeBR240,900 shares · 0.6% of their software · price +$4.3M$51.8MNew · +$47.5M
- TeradataTDC1,699,157 shares · 0.6% of their software · price −$7.2M$51.6M+$2.7M
- RingCentralRNG1,615,300 shares · 0.6% of their software · price +$5.5M$51.1MFlat
- AkamaiAKAM505,500 shares · 0.6% of their software · price +$5.5M$51.0M−$13.1M
- SnowflakeSNOW444,202 shares · 0.6% of their software · price −$9.0M$51.0M−$24.4M
- F5, Inc.FFIV207,036 shares · 0.5% of their software · price +$9.9M$45.6M−$18.1M
- BILLBILL777,000 shares · 0.5% of their software$41.0M+$34.7M
- JFrogFROG1,360,300 shares · 0.5% of their software · price −$11.6M$39.5M−$11.8M
- Uber Technologies, Inc.UBER517,400 shares · 0.4% of their software · price +$1.3M$38.9M+$2.0M
- Radware Ltd.RDWR1,729,840 shares · 0.4% of their software · price +$7.0M$38.5MFlat
- DescartesDSGX369,700 shares · 0.4% of their software · price +$2.3M$38.1MFlat
- WorkivaWK467,271 shares · 0.4% of their software · price +$2.9M$37.0M−$3.9M
- Fair IsaacFICO18,750 shares · 0.4% of their software · price +$8.5M$36.4M+$9.2M
- FreshworksFRSH3,136,100 shares · 0.4% of their software · price −$3.8M$36.0MFlat
- Payoneer Global Inc.PAYO4,440,905 shares · 0.4% of their software · price +$8.8M$33.4M+$5.5M
- Strategy IncMSTR189,876 shares · 0.4% of their software · price −$230M$32.0MNew · +$262M
- OktaOKTA398,887 shares · 0.3% of their software · price −$7.7M$29.7M−$554K
- Lyft, Inc.LYFT2,257,500 shares · 0.3% of their software · price −$3.0M$28.8M+$18.8M
- Agilysys, Inc.AGYS259,052 shares · 0.3% of their software · price +$1.3M$28.2M+$2.9M
- SamsaraIOT586,198 shares · 0.3% of their software · price +$8.5M$28.2MNew · +$19.8M
- A10 Networks, Inc.ATEN1,948,933 shares · 0.3% of their software · price +$1.1M$28.1M−$4.6M
- ToastTOST987,200 shares · 0.3% of their software · price +$2.5M$27.9M+$22.6M
- PaylocityPCTY160,000 shares · 0.3% of their software · price +$5.3M$26.4M+$7.8M
- Cellebrite DI Ltd.CLBT1,514,500 shares · 0.3% of their software · price +$7.4M$25.5M+$4.0M
- HubSpotHUBS47,700 shares · 0.3% of their software · price −$2.8M$25.4M−$26.6M
- AppLovinAPP194,200 shares · 0.3% of their software · price +$9.2M$25.4MSplit
- DynatraceDT464,100 shares · 0.3% of their software · price +$4.1M$24.8M−$11.2M
- PagerDutyPD1,282,038 shares · 0.3% of their software · price −$5.6M$23.8M−$929K
- KlaviyoKVYO584,100 shares · 0.2% of their software · price +$6.1M$20.7M+$8.6M
- Euronet Worldwide, Inc.EEFT193,000 shares · 0.2% of their software · price −$824K$19.2M+$4.6M
- MongoDBMDB68,300 shares · 0.2% of their software · price +$1.4M$18.5M−$28.7M
- DigitalOceanDOCN437,700 shares · 0.2% of their software · price +$2.5M$17.7M+$2.2M
- VeevaVEEV79,200 shares · 0.2% of their software · price +$2.1M$16.6MNew · +$14.5M
- PubMaticPUBM1,093,600 shares · 0.2% of their software · price −$5.9M$16.3M−$1.9M
- LiveRamp Holdings, Inc.RAMP647,178 shares · 0.2% of their software · price −$4.0M$16.0M−$6.2M
- EVERTEC, Inc.EVTC467,626 shares · 0.2% of their software$15.8M−$1.5M
- CloudflareNET171,900 shares · 0.2% of their software$13.9M+$6.8M
- Core Scientific, Inc.CORZ1,130,337 shares · 0.2% of their software · price +$2.9M$13.4M+$8.3M
- AvePointAVPT1,126,600 shares · 0.2% of their software · price +$1.5M$13.3M+$2.8M
- Check PointCHKP68,700 shares · 0.2% of their software · price +$1.9M$13.2M+$1.2M
- CoStarCSGP175,180 shares · 0.2% of their software$13.2M−$33.7M
- VertexVERX309,500 shares · 0.1% of their software · price +$761K$11.9M−$2.4M
- Adeia Inc.ADEA888,743 shares · 0.1% of their software · price +$644K$10.6M−$699K
- Bandwidth Inc.BAND565,100 shares · 0.1% of their software$9.9M−$660K
- Alarm.com Holdings, Inc.ALRM179,600 shares · 0.1% of their software · price −$1.6M$9.8M−$4.4M
- Ooma, Inc.OOMA822,903 shares · 0.1% of their software · price +$1.2M$9.4MFlat
- Dave Inc.DAVE222,200 shares · 0.1% of their software · price +$2.1M$8.9M+$3.0M
- VTEXVTEX1,185,400 shares · 0.1% of their software$8.8M+$1.8M
- Intapp, Inc.INTA180,500 shares · 0.1% of their software · price +$2.0M$8.6M−$2.8M
- ProcorePCOR133,800 shares · 0.1% of their software · price −$614K$8.3M−$27.6M
- PowerFleet, Inc.AIOT1,624,849 shares · 0.1% of their software · price +$699K$8.1MFlat
- PegasystemsPEGA110,624 shares · 0.1% of their software · price +$1.4M$8.1MFlat
- Calix, Inc.CALX203,918 shares · 0.1% of their software · price +$685K$7.9M+$4.4M
- Clearwater AnalyticsCWAN305,000 shares · 0.1% of their software$7.7M—
- Immersion CorporationIMMR848,313 shares · 0.1% of their software$7.6M+$3.3M
- N-ableNABL562,300 shares · 0.1% of their software · price −$1.2M$7.3M−$565K
- BrazeBRZE214,700 shares · 0.1% of their software · price −$1.4M$6.9M−$6.1M
- Ibotta, Inc.IBTA108,000 shares · 0.1% of their software · price −$1.5M$6.7M+$5.4M
- Xperi Inc.XPER683,573 shares · 0.1% of their software · price +$704K$6.3M−$788K
- Q2QTWO77,900 shares · 0.1% of their software · price +$1.5M$6.2M−$7.6M
- Amdocs LimitedDOX68,000 shares · 0.1% of their software · price +$582K$5.9M+$2.4M
- PAR Technology CorporationPAR110,700 shares · 0.1% of their software · price +$552K$5.8MFlat
- Diebold Nixdorf, IncorporatedDBD128,400 shares · 0.1% of their software · price +$794K$5.7M−$4.7M
- Paysafe LimitedPSFE254,489 shares · 0.1% of their software · price +$1.2M$5.7M+$888K
- Riskified Ltd.RSKD1,155,200 shares · 0.1% of their software · price −$1.9M$5.5MFlat
- NCR Atleos CorporationNATL184,400 shares · 0.1% of their software$5.3M+$2.7M
- Paysign, Inc.PAYS1,352,422 shares · 0.1% of their software · price −$866K$5.0M−$655K
- Gen DigitalGEN179,338 shares · 0.1% of their software$4.9M−$1.7M
- Commerce.com, Inc.CMRC824,652 shares · 0.1% of their software · price −$1.8M$4.8MFlat
- SemrushSEMR298,400 shares · 0.1% of their software$4.7M—
- DoceboDCBO105,700 shares · 0.1% of their software · price +$589K$4.7M−$506K
- Cognyte Software Ltd.CGNT674,411 shares · 0.1% of their software · price −$573K$4.6M+$909K
- WaystarWAY161,000 shares · 0.1% of their software · price +$1.0M$4.5MNew · +$3.5M
- Telos CorporationTLS1,196,000 shares · 0.0% of their software · price −$514K$4.3M+$690K
- Grindr Inc.GRND344,400 shares · 0.0% of their software$4.1M+$998K
- Viant Technology Inc.DSP364,800 shares · 0.0% of their software$4.0MFlat
- Blend Labs, Inc.BLND1,049,360 shares · 0.0% of their software · price +$1.5M$3.9M+$934K
- DHI Group, Inc.DHX2,100,029 shares · 0.0% of their software · price −$525K$3.9MFlat
- Rackspace Technology, Inc.RXT1,555,500 shares · 0.0% of their software · price −$824K$3.8M+$645K
- Tucows Inc.TCX165,151 shares · 0.0% of their software$3.5MFlat
- eGain CorporationEGAN641,419 shares · 0.0% of their software · price −$776K$3.3MFlat
- DoubleVerifyDV192,700 shares · 0.0% of their software · price −$507K$3.2MNew · +$3.8M
- Materialise NVMTLS566,374 shares · 0.0% of their software$3.1M+$670K
- Consensus Cloud Solutions, Inc.CCSI131,700 shares · 0.0% of their software · price +$839K$3.1MFlat
- ReposiTrak, Inc.TRAK161,963 shares · 0.0% of their software · price +$515K$3.0MFlat
- PTCPTC16,100 shares · 0.0% of their software$2.9MNew · +$2.9M
- SimilarwebSMWB325,000 shares · 0.0% of their software$2.9M+$1.7M
- Daily Journal CorporationDJCO5,611 shares · 0.0% of their software · price +$537K$2.7MFlat
- Allot Ltd.ALLT924,770 shares · 0.0% of their software · price +$601K$2.7MFlat
- TenableTENB64,500 shares · 0.0% of their software$2.6M−$4.9M
- Expensify, Inc.EXFY1,328,241 shares · 0.0% of their software · price +$624K$2.6MFlat
- Sportradar Group AGSRAD213,300 shares · 0.0% of their software$2.6M−$1.5M
- Silvaco Group, Inc.SVCO176,000 shares · 0.0% of their software · price −$648K$2.5MNew · +$3.2M
- BackblazeBLZE387,616 shares · 0.0% of their software$2.5M+$1.5M
- GuidewireGWRE12,900 shares · 0.0% of their software · price +$581K$2.4MNew · +$1.8M
- Bentley SystemsBSY43,900 shares · 0.0% of their software$2.2MNew · +$2.2M
- International Money Express, Inc.IMXI117,400 shares · 0.0% of their software$2.2MFlat
- Yalla Group LimitedYALA473,300 shares · 0.0% of their software$2.1MFlat
- CCC Intelligent Solutions Holdings Inc.CCC191,200 shares · 0.0% of their software$2.1M−$2.2M
- Definitive HealthcareDH464,051 shares · 0.0% of their software$2.1M+$2.4M
- Rapid7RPD50,196 shares · 0.0% of their software$2.0MNew · +$2.2M
- AmplitudeAMPL211,300 shares · 0.0% of their software$1.9M−$1.8M
- Nerdy Inc.NRDY1,918,691 shares · 0.0% of their software · price −$1.3M$1.9M+$3.1M
- Agora, Inc.API754,500 shares · 0.0% of their software$1.8MFlat
- Remitly Global, Inc.RELY127,600 shares · 0.0% of their software$1.7MFlat
- PaymentusPAY85,100 shares · 0.0% of their software$1.7MFlat
- DomoDOMO222,635 shares · 0.0% of their software$1.7M—
- Kingsoft Cloud Holdings LimitedKC511,100 shares · 0.0% of their software$1.5MFlat
- AsanaASAN129,300 shares · 0.0% of their software$1.5M−$3.6M
- Endava plcDAVA54,700 shares · 0.0% of their software$1.4MNew · +$1.6M
- NetSol Technologies, Inc.NTWK483,701 shares · 0.0% of their software$1.4MFlat
- CertaraCERT113,500 shares · 0.0% of their software$1.3MNew · +$1.6M
- Thryv Holdings, Inc.THRY77,000 shares · 0.0% of their software$1.3M−$1.4M
- AlkamiALKT41,743 shares · 0.0% of their software$1.3M−$1.6M
- C3.aiAI53,500 shares · 0.0% of their software$1.3MNew · +$1.5M
- i3 Verticals, Inc.IIIV60,244 shares · 0.0% of their software$1.3MFlat
- PDF Solutions, Inc.PDFS38,900 shares · 0.0% of their software$1.2MNew · +$1.4M
- Karooooo Ltd.KARO30,601 shares · 0.0% of their software$1.2MFlat
- Life360, Inc.LIF27,900 shares · 0.0% of their software$1.1MNew · +$904K
- YextYEXT156,300 shares · 0.0% of their software$1.1MFlat
- FlywireFLYW64,879 shares · 0.0% of their software$1.1MNew · +$1.1M
- Simulations PlusSLP30,900 shares · 0.0% of their software · price −$513K$989KNew · +$1.5M
- SoundThinking, Inc.SSTI79,232 shares · 0.0% of their software$918KFlat
- Lesaka Technologies, Inc.LSAK180,219 shares · 0.0% of their software$901KFlat
- AudioEye, Inc.AEYE39,400 shares · 0.0% of their software$900KFlat
- SmartRent, Inc.SMRT500,600 shares · 0.0% of their software$866K+$724K
- VirTra, Inc.VTSI123,300 shares · 0.0% of their software$767K−$637K
- Tuya Inc.TUYA399,100 shares · 0.0% of their software$659KFlat
- Cerence Inc.CRNC191,400 shares · 0.0% of their software$603KNew · +$542K
- Kaltura, Inc.KLTR403,400 shares · 0.0% of their software$549KFlat
- Bakkt, Inc.BKKT54,955 shares · 0.0% of their software · price −$514K$526KFlat
- Usio, Inc.USIO381,941 shares · 0.0% of their software$519KFlat
- Mitek Systems, Inc.MITK43,200 shares · 0.0% of their software$375K−$2.1M
- Upbound Group, Inc.UPBD11,312 shares · 0.0% of their software$362KFlat
- Research Solutions, Inc.RSSS123,746 shares · 0.0% of their software$338KFlat
- Priority Technology Holdings, Inc.PRTH47,900 shares · 0.0% of their software$327KFlat
- Rekor Systems, Inc.REKR272,318 shares · 0.0% of their software$321KFlat
- PhreesiaPHR13,600 shares · 0.0% of their software$310KNew · Flat
- Red Violet, Inc.RDVT10,840 shares · 0.0% of their software$308KNew · Flat
- Rimini Street, Inc.RMNI159,326 shares · 0.0% of their software$295KFlat
- comScore, Inc.SCOR41,321 shares · 0.0% of their software$281KFlat
- Creative Realities, Inc.CREX58,502 shares · 0.0% of their software$269KFlat
- VaronisVRNS4,700 shares · 0.0% of their software$266K−$9.2M
- Bitdeer Technologies GroupBTDR33,900 shares · 0.0% of their software$265KNew · Flat
- Palladyne AI Corp.PDYN144,578 shares · 0.0% of their software$259KFlat
- Donnelley Financial Solutions, Inc.DFIN3,800 shares · 0.0% of their software$250K−$4.3M
- Alarum Technologies Ltd.ALAR22,861 shares · 0.0% of their software · price −$710K$243K−$5.7M
- Intellicheck, Inc.IDN104,100 shares · 0.0% of their software$226KFlat
- EverCommerceEVCM21,400 shares · 0.0% of their software$222KFlat
- Katapult Holdings, Inc.KPLT18,797 shares · 0.0% of their software$195KFlat
- Pagaya Technologies Ltd.PGY13,200 shares · 0.0% of their software$140KNew · Flat
- Bridgeline Digital, Inc.BLIN102,529 shares · 0.0% of their software$118KFlat
- SprinklrCXM11,500 shares · 0.0% of their software$89KFlat
- SuperX AI Technology LimitedSUPX18,700 shares · 0.0% of their software$86KNew · Flat
- 8x8EGHT36,700 shares · 0.0% of their software$75K—
- CS Disco, Inc.LAW12,400 shares · 0.0% of their software$73K−$794K
- Perfect Corp.PERF22,304 shares · 0.0% of their software$43KFlat
- Freightos LimitedCRGO27,627 shares · 0.0% of their software$40KNew · Flat
- CISO Global Inc.CISO17,100 shares · 0.0% of their software$12KNew · Flat