Generalist · New York, NY
Renaissance Technologies
Q4 2024 · compared with Q3 2024
Filed as Renaissance Technologies LLC
- Software
- $9.5B
- Weight of 13F
- 14.1%
- Names
- 192
- Net bought
- −$1.0B
Filed 13 February 2025 · SEC filing.
3,523 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
- PalantirPLTR22,789,809 shares · 18.1% of their software · price +$876M$1.7B−$581M
- VeriSign, Inc.VRSN2,915,271 shares · 6.3% of their software · price +$49.6M$603M−$49.5M
- FortinetFTNT4,621,210 shares · 4.6% of their software · price +$78.2M$437M−$25.0M
- DocuSignDOCU4,363,292 shares · 4.1% of their software · price +$122M$392M+$12.7M
- AtlassianTEAM1,508,523 shares · 3.9% of their software · price +$128M$367MFlat
- ZoomZM4,304,848 shares · 3.7% of their software · price +$51.1M$351M+$26.6M
- DropboxDBX10,550,398 shares · 3.3% of their software · price +$48.6M$317MFlat
- CommvaultCVLT1,909,185 shares · 3.0% of their software · price −$5.6M$288M+$3.8M
- NutanixNTNX4,418,900 shares · 2.8% of their software · price +$8.5M$270M+$15.9M
- monday.comMNDY1,112,690 shares · 2.7% of their software · price −$47.1M$262M−$7.1M
- WixWIX937,549 shares · 2.1% of their software · price +$44.4M$201M+$27.1M
- AppLovinAPP522,400 shares · 1.8% of their software · price +$101M$169M+$42.8M
- ShopifySHOP1,568,800 shares · 1.8% of their software · price +$41.1M$167MNew · +$126M
- Manhattan AssociatesMANH559,560 shares · 1.6% of their software · price −$6.2M$151M+$4.7M
- DatadogDDOG1,042,852 shares · 1.6% of their software · price +$29.0M$149M−$62.4M
- DuolingoDUOL445,100 shares · 1.5% of their software · price +$18.8M$144M+$16.4M
- Automatic Data Processing, Inc.ADP473,000 shares · 1.5% of their software · price +$7.6M$138M−$41.4M
- VeriskVRSK481,000 shares · 1.4% of their software · price +$3.6M$132M−$26.9M
- GoDaddyGDDY661,000 shares · 1.4% of their software · price +$26.8M$130M−$11.6M
- ToastTOST3,504,212 shares · 1.3% of their software · price +$28.5M$128M+$71.3M
- Palo Alto NetworksPANW683,552 shares · 1.3% of their software · price −$109M$124M+$148M
- SalesforceCRM333,442 shares · 1.2% of their software · price +$20.2M$111M+$25.5M
- Lyft, Inc.LYFT8,623,227 shares · 1.2% of their software · price +$1.3M$111M+$81.2M
- DoximityDOCS1,847,702 shares · 1.0% of their software · price +$18.1M$98.6M+$7.2M
- Clear Secure, Inc.YOU3,698,159 shares · 1.0% of their software · price −$24.0M$98.5M+$16.6M
- BILLBILL1,115,465 shares · 1.0% of their software · price +$35.6M$94.5M+$17.9M
- Zeta GlobalZETA4,719,762 shares · 0.9% of their software · price −$55.9M$84.9MSplit
- The Trade DeskTTD719,300 shares · 0.9% of their software · price +$5.7M$84.5M+$21.1M
- BoxBOX2,205,926 shares · 0.7% of their software · price −$2.5M$69.7M+$7.6M
- Fair IsaacFICO34,221 shares · 0.7% of their software · price +$1.6M$68.1M+$30.1M
- Rubrik, Inc.RBRK987,300 shares · 0.7% of their software · price +$32.8M$64.5MNew · +$31.7M
- MorningstarMORN188,370 shares · 0.7% of their software · price +$3.3M$63.4M+$1.6M
- DynatraceDT1,167,058 shares · 0.7% of their software · price +$1.0M$63.4M+$37.6M
- TwilioTWLO582,895 shares · 0.7% of their software · price +$25.0M$63.0MNew · +$38.0M
- RingCentralRNG1,795,300 shares · 0.7% of their software · price +$6.1M$62.9M+$5.7M
- AppFolioAPPF249,900 shares · 0.6% of their software · price +$2.8M$61.7M+$4.3M
- ProgressPRGS920,640 shares · 0.6% of their software · price −$2.0M$60.0M−$8.4M
- F5, Inc.FFIV235,436 shares · 0.6% of their software · price +$7.4M$59.2M+$6.3M
- FreshworksFRSH3,429,366 shares · 0.6% of their software · price +$16.1M$55.5M+$3.4M
- NetApp, Inc.NTAP458,380 shares · 0.6% of their software · price −$3.4M$53.2M−$46.8M
- QualysQLYS376,100 shares · 0.6% of their software · price +$4.4M$52.7M−$4.3M
- TeradataTDC1,663,957 shares · 0.5% of their software · price +$1.3M$51.8M−$1.1M
- Payoneer Global Inc.PAYO5,126,300 shares · 0.5% of their software · price +$12.9M$51.5M+$5.2M
- WorkivaWK414,511 shares · 0.5% of their software · price +$12.6M$45.4M−$4.2M
- GuidewireGWRE264,700 shares · 0.5% of their software · price −$3.8M$44.6M+$46.1M
- ZscalerZS236,782 shares · 0.4% of their software · price +$2.2M$42.7M−$17.8M
- VeevaVEEV201,200 shares · 0.4% of their software$42.3M+$25.6M
- Clearwater AnalyticsCWAN1,507,900 shares · 0.4% of their software$41.5M—
- DescartesDSGX353,800 shares · 0.4% of their software · price +$3.8M$40.2M−$1.6M
- JFrogFROG1,282,500 shares · 0.4% of their software$37.7M−$2.3M
- Radware Ltd.RDWR1,650,130 shares · 0.4% of their software$37.2M−$1.8M
- Cellebrite DI Ltd.CLBT1,630,439 shares · 0.4% of their software · price +$8.5M$35.9M+$2.0M
- A10 Networks, Inc.ATEN1,933,307 shares · 0.4% of their software · price +$7.7M$35.6MFlat
- SamsaraIOT764,300 shares · 0.4% of their software · price −$3.4M$33.4M+$8.6M
- Bitdeer Technologies GroupBTDR1,240,261 shares · 0.3% of their software · price +$17.2M$26.9M+$9.4M
- GitLabGTLB460,870 shares · 0.3% of their software · price +$2.2M$26.0M−$28.2M
- SnowflakeSNOW168,000 shares · 0.3% of their software · price +$6.6M$25.9M−$31.7M
- Euronet Worldwide, Inc.EEFT248,345 shares · 0.3% of their software · price +$897K$25.5M+$5.5M
- Dave Inc.DAVE290,500 shares · 0.3% of their software · price +$13.6M$25.3M+$2.7M
- C3.aiAI718,231 shares · 0.3% of their software · price +$7.3M$24.7M+$16.1M
- Core Scientific, Inc.CORZ1,732,738 shares · 0.3% of their software · price +$3.8M$24.3M+$7.1M
- VaronisVRNS538,300 shares · 0.3% of their software · price −$6.5M$23.9M+$30.1M
- KlaviyoKVYO562,344 shares · 0.2% of their software · price +$3.3M$23.2M−$770K
- Block, Inc.XYZ258,700 shares · 0.2% of their software · price +$4.6M$22.0M−$41.4M
- PagerDutyPD1,189,638 shares · 0.2% of their software$21.7M−$1.7M
- OktaOKTA249,315 shares · 0.2% of their software · price +$1.1M$19.6M−$11.1M
- BlackBerry LimitedBB5,154,843 shares · 0.2% of their software · price +$6.0M$19.5MNew · +$13.5M
- AvePointAVPT1,151,600 shares · 0.2% of their software · price +$5.5M$19.0MFlat
- PaylocityPCTY91,700 shares · 0.2% of their software · price +$3.2M$18.3M−$11.3M
- CrowdStrikeCRWD50,900 shares · 0.2% of their software · price +$3.1M$17.4MNew · +$14.3M
- Agilysys, Inc.AGYS128,600 shares · 0.2% of their software · price +$2.9M$16.9M−$14.2M
- DigitalOceanDOCN488,700 shares · 0.2% of their software · price −$3.1M$16.7M+$2.1M
- PubMaticPUBM1,063,500 shares · 0.2% of their software$15.6MFlat
- LiveRamp Holdings, Inc.RAMP502,578 shares · 0.2% of their software · price +$2.8M$15.3M−$3.6M
- Intapp, Inc.INTA224,600 shares · 0.2% of their software · price +$3.7M$14.4M+$2.1M
- Roper Technologies, Inc.ROP27,500 shares · 0.2% of their software · price −$1.0M$14.3MNew · +$15.3M
- PAR Technology CorporationPAR180,700 shares · 0.1% of their software · price +$3.7M$13.1M+$3.6M
- Bentley SystemsBSY274,800 shares · 0.1% of their software · price −$1.1M$12.8M+$11.7M
- HubSpotHUBS18,100 shares · 0.1% of their software · price +$3.0M$12.6M−$15.7M
- AsanaASAN617,348 shares · 0.1% of their software · price +$5.4M$12.5M+$5.7M
- Adeia Inc.ADEA840,043 shares · 0.1% of their software · price +$1.7M$11.7M−$580K
- Ooma, Inc.OOMA826,103 shares · 0.1% of their software · price +$2.2M$11.6MFlat
- Amdocs LimitedDOX134,400 shares · 0.1% of their software$11.4M+$5.8M
- Bandwidth Inc.BAND651,300 shares · 0.1% of their software$11.1M+$1.5M
- ProcorePCOR136,300 shares · 0.1% of their software · price +$1.8M$10.2MFlat
- Check PointCHKP53,900 shares · 0.1% of their software$10.1M−$2.9M
- EVERTEC, Inc.EVTC280,326 shares · 0.1% of their software$9.7M−$6.3M
- Kingsoft Cloud Holdings LimitedKC867,934 shares · 0.1% of their software · price +$6.6M$9.1M+$1.0M
- PowerFleet, Inc.AIOT1,357,714 shares · 0.1% of their software · price +$2.3M$9.0M−$1.3M
- PegasystemsPEGA96,024 shares · 0.1% of their software · price +$1.9M$8.9M−$1.1M
- Viant Technology Inc.DSP471,200 shares · 0.1% of their software · price +$3.7M$8.9M+$1.2M
- Xperi Inc.XPER751,883 shares · 0.1% of their software · price +$774K$7.7M+$631K
- Allot Ltd.ALLT1,286,789 shares · 0.1% of their software · price +$3.8M$7.7M+$1.1M
- Ibotta, Inc.IBTA116,300 shares · 0.1% of their software$7.6M+$511K
- PaymentusPAY221,200 shares · 0.1% of their software · price +$2.8M$7.2M+$2.7M
- Sportradar Group AGSRAD382,310 shares · 0.1% of their software · price +$2.0M$6.6M+$2.0M
- N-ableNABL693,417 shares · 0.1% of their software · price −$2.6M$6.5M+$1.7M
- Cognyte Software Ltd.CGNT726,206 shares · 0.1% of their software · price +$1.4M$6.3MFlat
- Calix, Inc.CALX160,419 shares · 0.1% of their software · price −$629K$5.6M−$1.7M
- Riskified Ltd.RSKD1,181,400 shares · 0.1% of their software$5.6MFlat
- SemrushSEMR467,542 shares · 0.1% of their software$5.6M—
- SimilarwebSMWB380,873 shares · 0.1% of their software · price +$2.0M$5.4MFlat
- Commerce.com, Inc.CMRC880,005 shares · 0.1% of their software$5.4MFlat
- VTEXVTEX897,567 shares · 0.1% of their software · price −$1.4M$5.3M−$2.1M
- FlywireFLYW254,400 shares · 0.1% of their software · price +$1.1M$5.2M+$3.1M
- VertexVERX94,700 shares · 0.1% of their software · price +$1.4M$5.1M−$8.3M
- Paysafe LimitedPSFE280,889 shares · 0.1% of their software · price −$1.5M$4.8M+$592K
- Thryv Holdings, Inc.THRY321,200 shares · 0.0% of their software · price −$781K$4.8M+$4.2M
- Q2QTWO47,100 shares · 0.0% of their software · price +$983K$4.7M−$2.5M
- Paysign, Inc.PAYS1,501,622 shares · 0.0% of their software · price −$976K$4.5M+$548K
- Rackspace Technology, Inc.RXT1,929,127 shares · 0.0% of their software$4.3M+$915K
- eGain CorporationEGAN621,419 shares · 0.0% of their software · price +$702K$3.9MFlat
- DoceboDCBO82,131 shares · 0.0% of their software$3.7M−$1.0M
- AlkamiALKT99,900 shares · 0.0% of their software · price +$513K$3.7M+$1.8M
- DHI Group, Inc.DHX2,027,717 shares · 0.0% of their software$3.6MFlat
- ReposiTrak, Inc.TRAK160,163 shares · 0.0% of their software · price +$586K$3.5MFlat
- Consensus Cloud Solutions, Inc.CCSI145,400 shares · 0.0% of their software$3.5MFlat
- Diebold Nixdorf, IncorporatedDBD79,700 shares · 0.0% of their software$3.4M−$2.2M
- NCR Atleos CorporationNATL97,700 shares · 0.0% of their software · price +$527K$3.3M−$2.5M
- Life360, Inc.LIF80,300 shares · 0.0% of their software$3.3M+$2.1M
- Materialise NVMTLS470,300 shares · 0.0% of their software · price +$734K$3.3M−$526K
- BackblazeBLZE545,513 shares · 0.0% of their software$3.3M+$1.0M
- Daily Journal CorporationDJCO5,711 shares · 0.0% of their software$3.2MFlat
- Expensify, Inc.EXFY965,200 shares · 0.0% of their software · price +$1.3M$3.2M−$712K
- Gen DigitalGEN117,326 shares · 0.0% of their software$3.2M−$1.7M
- BrazeBRZE75,348 shares · 0.0% of their software · price +$719K$3.2M−$4.5M
- Alarm.com Holdings, Inc.ALRM51,500 shares · 0.0% of their software$3.1M−$7.0M
- Telos CorporationTLS898,872 shares · 0.0% of their software$3.1M−$1.1M
- International Money Express, Inc.IMXI147,300 shares · 0.0% of their software$3.1M+$553K
- ZoomInfoZI283,485 shares · 0.0% of their software$3.0MNew
- Priority Technology Holdings, Inc.PRTH242,200 shares · 0.0% of their software · price +$1.2M$2.8M+$1.3M
- Remitly Global, Inc.RELY124,601 shares · 0.0% of their software · price +$1.1M$2.8MFlat
- Tucows Inc.TCX155,851 shares · 0.0% of their software · price −$584K$2.7MFlat
- Grindr Inc.GRND148,165 shares · 0.0% of their software · price +$876K$2.6M−$2.3M
- Agora, Inc.API618,000 shares · 0.0% of their software · price +$1.1M$2.6MFlat
- Definitive HealthcareDH579,440 shares · 0.0% of their software$2.4M+$516K
- Upbound Group, Inc.UPBD81,200 shares · 0.0% of their software$2.4M+$2.2M
- AmplitudeAMPL219,500 shares · 0.0% of their software$2.3MFlat
- PDF Solutions, Inc.PDFS83,100 shares · 0.0% of their software$2.3M+$1.4M
- YextYEXT299,900 shares · 0.0% of their software$1.9M+$994K
- Immersion CorporationIMMR210,848 shares · 0.0% of their software$1.8M−$5.7M
- Yalla Group LimitedYALA450,200 shares · 0.0% of their software$1.8MFlat
- Blend Labs, Inc.BLND413,000 shares · 0.0% of their software$1.7M−$2.4M
- Cerence Inc.CRNC212,838 shares · 0.0% of their software · price +$1.0M$1.7MFlat
- Nerdy Inc.NRDY919,441 shares · 0.0% of their software · price +$586K$1.5MSplit
- DomoDOMO200,980 shares · 0.0% of their software$1.4M—
- Kaltura, Inc.KLTR638,600 shares · 0.0% of their software · price +$536K$1.4MFlat
- ePlus inc.PLUS18,600 shares · 0.0% of their software$1.4MNew · +$1.8M
- Uber Technologies, Inc.UBER21,500 shares · 0.0% of their software$1.3M−$37.3M
- NetSol Technologies, Inc.NTWK486,101 shares · 0.0% of their software$1.3MFlat
- Simulations PlusSLP45,100 shares · 0.0% of their software$1.3MFlat
- SoundThinking, Inc.SSTI93,132 shares · 0.0% of their software$1.2MFlat
- Karooooo Ltd.KARO26,093 shares · 0.0% of their software$1.2MFlat
- 8x8EGHT440,777 shares · 0.0% of their software$1.2M—
- Bakkt, Inc.BKKT47,155 shares · 0.0% of their software · price +$717K$1.2MFlat
- Lesaka Technologies, Inc.LSAK197,700 shares · 0.0% of their software$1.1MFlat
- MicrosoftMSFT2,383 shares · 0.0% of their software$1.0M−$675M
- Donnelley Financial Solutions, Inc.DFIN16,300 shares · 0.0% of their software$1.0M+$823K
- WaystarWAY27,800 shares · 0.0% of their software$1.0M−$3.7M
- Mitek Systems, Inc.MITK88,800 shares · 0.0% of their software$988KFlat
- Research Solutions, Inc.RSSS220,900 shares · 0.0% of their software$917KFlat
- AudioEye, Inc.AEYE52,100 shares · 0.0% of their software$792KFlat
- VirTra, Inc.VTSI107,795 shares · 0.0% of their software$728KFlat
- Tuya Inc.TUYA399,100 shares · 0.0% of their software$714KFlat
- Usio, Inc.USIO479,383 shares · 0.0% of their software$700KFlat
- DoubleVerifyDV35,800 shares · 0.0% of their software$688K−$2.6M
- i3 Verticals, Inc.IIIV29,700 shares · 0.0% of their software$684K−$651K
- Red Violet, Inc.RDVT15,540 shares · 0.0% of their software$563KFlat
- Rimini Street, Inc.RMNI198,326 shares · 0.0% of their software$530KFlat
- OneSpan Inc.OSPN27,570 shares · 0.0% of their software$511KNew · Flat
- Global-EGLBE8,800 shares · 0.0% of their software$480KNew · Flat
- SmartRent, Inc.SMRT272,600 shares · 0.0% of their software$477KFlat
- Perfect Corp.PERF150,705 shares · 0.0% of their software$426KFlat
- CourseraCOUR45,900 shares · 0.0% of their software$390KNew · Flat
- Intellicheck, Inc.IDN114,000 shares · 0.0% of their software$319KFlat
- A2Z Cust2Mate Solutions Corp.AZ43,300 shares · 0.0% of their software$287KNew · Flat
- comScore, Inc.SCOR45,436 shares · 0.0% of their software$265KFlat
- EverCommerceEVCM22,200 shares · 0.0% of their software$244KFlat
- Creative Realities, Inc.CREX85,103 shares · 0.0% of their software$209KFlat
- Bridgeline Digital, Inc.BLIN130,904 shares · 0.0% of their software$207KFlat
- HeartCore Enterprises, Inc.HTCR101,800 shares · 0.0% of their software$185KNew · Flat
- Strategy IncMSTR34,405 shares · 0.0% of their software · Implied price is far from the quarter-end close$150K—
- Sabre CorporationSABR35,600 shares · 0.0% of their software$130KNew · Flat
- Marti Technologies, Inc.MRT37,300 shares · 0.0% of their software$126KNew · Flat
- Katapult Holdings, Inc.KPLT18,496 shares · 0.0% of their software$125KFlat
- AI Financial CorporationAIFC21,900 shares · 0.0% of their software$102KNew · Flat
- SuperX AI Technology LimitedSUPX25,589 shares · 0.0% of their software$96KFlat
- Perpetuals.com LtdPDC26,400 shares · 0.0% of their software$70KNew · Flat
- CISO Global Inc.CISO19,200 shares · 0.0% of their software$67KFlat
- Ribbon Communications Inc.RBBN14,100 shares · 0.0% of their software$59KNew · Flat
- Amesite Inc.AMST12,200 shares · 0.0% of their software$58KNew · Flat
- The OLB Group, Inc.OLB10,437 shares · 0.0% of their software$22KNew · Flat