Generalist · New York, NY
Renaissance Technologies
Q1 2025 · compared with Q4 2024
Filed as Renaissance Technologies LLC
- Software
- $8.5B
- Weight of 13F
- 12.9%
- Names
- 171
- Net bought
- −$576M
Filed 14 May 2025 · SEC filing.
3,394 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
- PalantirPLTR16,289,873 shares · 16.3% of their software · price +$143M$1.4B−$492M
- VeriSign, Inc.VRSN3,013,971 shares · 9.0% of their software · price +$141M$765M+$20.4M
- FortinetFTNT3,434,351 shares · 3.9% of their software · price +$6.1M$331M−$112M
- NutanixNTNX4,613,800 shares · 3.8% of their software · price +$39.8M$322M+$11.9M
- AtlassianTEAM1,494,223 shares · 3.7% of their software · price −$46.6M$317MFlat
- DocuSignDOCU3,842,888 shares · 3.7% of their software · price −$32.8M$313M−$46.8M
- monday.comMNDY1,182,390 shares · 3.4% of their software · price +$9.1M$288M+$16.4M
- DropboxDBX10,514,998 shares · 3.3% of their software · price −$35.0M$281MFlat
- ZoomZM3,631,848 shares · 3.2% of their software · price −$28.5M$268M−$54.9M
- CommvaultCVLT1,692,085 shares · 3.2% of their software · price +$11.6M$267M−$32.8M
- AppLovinAPP879,200 shares · 2.8% of their software · price −$51.7M$233M+$116M
- ServiceNowNOW272,301 shares · 2.6% of their software · price −$71.9M$217MNew · +$289M
- DoximityDOCS3,060,802 shares · 2.1% of their software · price +$14.2M$178M+$64.8M
- WixWIX1,018,849 shares · 2.0% of their software · price −$52.1M$166M+$17.4M
- DuolingoDUOL515,700 shares · 1.9% of their software · price −$7.1M$160M+$22.9M
- SalesforceCRM595,722 shares · 1.9% of their software · price −$39.3M$160M+$87.7M
- MicrosoftMSFT348,522 shares · 1.5% of their software · price −$16.1M$131M+$146M
- VeriskVRSK411,800 shares · 1.4% of their software · price +$9.1M$123M−$19.1M
- GoDaddyGDDY657,900 shares · 1.4% of their software · price −$11.3M$119MFlat
- DatadogDDOG1,160,352 shares · 1.4% of their software · price −$50.7M$115M+$16.8M
- Manhattan AssociatesMANH603,760 shares · 1.2% of their software · price −$58.7M$104M+$11.9M
- Fair IsaacFICO52,550 shares · 1.1% of their software · price −$7.7M$96.9M+$36.5M
- Lyft, Inc.LYFT8,119,327 shares · 1.1% of their software · price −$8.4M$96.4M−$6.5M
- Rubrik, Inc.RBRK1,381,400 shares · 1.0% of their software · price −$6.1M$84.2M+$25.8M
- Clear Secure, Inc.YOU2,824,159 shares · 0.9% of their software · price −$2.1M$73.2M−$23.3M
- MorningstarMORN235,270 shares · 0.8% of their software · price −$8.7M$70.6M+$15.8M
- The Trade DeskTTD1,284,900 shares · 0.8% of their software · price −$80.7M$70.3M+$66.5M
- F5, Inc.FFIV251,736 shares · 0.8% of their software · price +$3.7M$67.0M+$4.1M
- AppFolioAPPF276,900 shares · 0.7% of their software · price −$7.4M$60.9M+$6.7M
- Uber Technologies, Inc.UBER757,700 shares · 0.7% of their software · price +$9.5M$55.2M+$44.4M
- BlackBerry LimitedBB14,385,743 shares · 0.6% of their software$54.2M+$34.9M
- ToastTOST1,537,606 shares · 0.6% of their software · price −$5.0M$51.0M−$71.7M
- Cellebrite DI Ltd.CLBT2,610,339 shares · 0.6% of their software · price −$6.8M$50.7M+$21.6M
- QualysQLYS382,300 shares · 0.6% of their software · price −$5.5M$48.1M+$869K
- Zeta GlobalZETA3,497,310 shares · 0.6% of their software · price −$15.5M$47.4M−$22.0M
- ShopifySHOP493,400 shares · 0.6% of their software · price −$5.4M$47.1M−$114M
- BoxBOX1,494,026 shares · 0.5% of their software · price −$1.1M$46.1M−$22.5M
- JFrogFROG1,327,400 shares · 0.5% of their software · price +$3.4M$42.5M+$1.3M
- FreshworksFRSH2,845,798 shares · 0.5% of their software · price −$5.9M$40.2M−$9.4M
- DescartesDSGX393,600 shares · 0.5% of their software · price −$5.0M$39.7M+$4.5M
- DynatraceDT832,958 shares · 0.5% of their software · price −$6.0M$39.3M−$18.2M
- A10 Networks, Inc.ATEN2,356,307 shares · 0.5% of their software · price −$4.9M$38.5M+$7.8M
- RingCentralRNG1,491,700 shares · 0.4% of their software · price −$15.3M$36.9M−$10.6M
- Clearwater AnalyticsCWAN1,359,100 shares · 0.4% of their software$36.4M—
- WorkivaWK461,011 shares · 0.4% of their software · price −$15.5M$35.0M+$5.1M
- Radware Ltd.RDWR1,599,230 shares · 0.4% of their software · price −$1.5M$34.6M−$1.1M
- TeradataTDC1,415,457 shares · 0.4% of their software · price −$12.3M$31.8M−$7.7M
- C3.aiAI1,478,436 shares · 0.4% of their software · price −$19.8M$31.1M+$26.2M
- Payoneer Global Inc.PAYO4,104,900 shares · 0.4% of their software · price −$11.2M$30.0M−$10.3M
- Global-EGLBE832,200 shares · 0.4% of their software · price −$15.7M$29.7M+$44.9M
- KlaviyoKVYO975,644 shares · 0.3% of their software · price −$10.7M$29.5M+$17.0M
- ProgressPRGS539,029 shares · 0.3% of their software · price −$7.4M$27.8M−$24.9M
- Euronet Worldwide, Inc.EEFT254,345 shares · 0.3% of their software · price +$1.0M$27.2M+$617K
- TrimbleTRMB413,344 shares · 0.3% of their software · price −$2.1M$27.1MNew · +$29.2M
- NetApp, Inc.NTAP292,580 shares · 0.3% of their software · price −$8.3M$25.7M−$19.2M
- WaystarWAY673,700 shares · 0.3% of their software$25.2M+$23.7M
- Dave Inc.DAVE302,900 shares · 0.3% of their software · price −$1.3M$25.0M+$1.1M
- AvePointAVPT1,703,539 shares · 0.3% of their software · price −$3.5M$24.6M+$9.1M
- OktaOKTA228,415 shares · 0.3% of their software · price +$6.0M$24.0M−$1.6M
- PagerDutyPD1,256,838 shares · 0.3% of their software$23.0M+$1.2M
- TwilioTWLO226,095 shares · 0.3% of their software · price −$2.3M$22.1M−$38.6M
- AdobeADBE57,444 shares · 0.3% of their software · price −$3.5M$22.0MNew · +$25.5M
- BILLBILL476,186 shares · 0.3% of their software · price −$18.5M$21.9M−$54.2M
- DigitalOceanDOCN482,000 shares · 0.2% of their software$16.1MFlat
- GuidewireGWRE81,300 shares · 0.2% of their software · price +$1.5M$15.2M−$30.9M
- LiveRamp Holdings, Inc.RAMP521,800 shares · 0.2% of their software · price −$2.2M$13.6M+$584K
- VeevaVEEV57,600 shares · 0.2% of their software · price +$1.2M$13.3M−$30.2M
- Sportradar Group AGSRAD580,700 shares · 0.1% of their software · price +$2.5M$12.6M+$3.4M
- VaronisVRNS300,400 shares · 0.1% of their software · price −$1.2M$12.2M−$10.6M
- Kingsoft Cloud Holdings LimitedKC827,434 shares · 0.1% of their software · price +$3.2M$11.9MFlat
- Tyler TechnologiesTYL20,400 shares · 0.1% of their software$11.9MNew · +$11.8M
- Bentley SystemsBSY287,500 shares · 0.1% of their software · price −$2.1M$11.3M+$593K
- Ooma, Inc.OOMA837,890 shares · 0.1% of their software · price −$813K$11.0MFlat
- Adeia Inc.ADEA821,880 shares · 0.1% of their software · price −$625K$10.9MFlat
- AlkamiALKT403,000 shares · 0.1% of their software · price −$4.2M$10.6M+$11.1M
- PAR Technology CorporationPAR171,100 shares · 0.1% of their software · price −$1.9M$10.5M−$698K
- PubMaticPUBM1,096,500 shares · 0.1% of their software · price −$6.1M$10.0MFlat
- Grindr Inc.GRND545,765 shares · 0.1% of their software$9.8M+$7.1M
- Bandwidth Inc.BAND703,100 shares · 0.1% of their software · price −$2.8M$9.2M+$882K
- EVERTEC, Inc.EVTC240,926 shares · 0.1% of their software · price +$540K$8.9M−$1.4M
- Remitly Global, Inc.RELY417,147 shares · 0.1% of their software · price −$738K$8.7M+$6.6M
- AsanaASAN558,600 shares · 0.1% of their software · price −$3.2M$8.1M−$1.2M
- Intapp, Inc.INTA130,100 shares · 0.1% of their software · price −$743K$7.6M−$6.1M
- Q2QTWO86,700 shares · 0.1% of their software · price −$1.8M$6.9M+$4.0M
- Strategy IncMSTR20,800 shares · 0.1% of their software$6.0M—
- Riskified Ltd.RSKD1,253,200 shares · 0.1% of their software$5.8MFlat
- Xperi Inc.XPER722,483 shares · 0.1% of their software · price −$1.8M$5.6MFlat
- Allot Ltd.ALLT948,999 shares · 0.1% of their software$5.4M−$2.0M
- Commerce.com, Inc.CMRC918,600 shares · 0.1% of their software$5.3MFlat
- Viant Technology Inc.DSP422,600 shares · 0.1% of their software · price −$2.8M$5.2M−$923K
- Cognyte Software Ltd.CGNT639,611 shares · 0.1% of their software · price −$544K$5.0M−$749K
- Paysafe LimitedPSFE281,189 shares · 0.1% of their software$4.4MFlat
- PaymentusPAY167,600 shares · 0.1% of their software · price −$1.1M$4.4M−$1.8M
- Rackspace Technology, Inc.RXT2,530,393 shares · 0.1% of their software · price −$1.3M$4.3M+$1.3M
- VTEXVTEX813,300 shares · 0.0% of their software · price −$667K$4.1MFlat
- Consensus Cloud Solutions, Inc.CCSI176,700 shares · 0.0% of their software$4.1M+$747K
- InterDigital, Inc.IDCC19,093 shares · 0.0% of their software$3.9MNew · +$3.7M
- AmplitudeAMPL383,214 shares · 0.0% of their software$3.9M+$1.7M
- Calix, Inc.CALX105,318 shares · 0.0% of their software$3.7M−$1.9M
- Check PointCHKP16,200 shares · 0.0% of their software · price +$668K$3.7M−$7.0M
- Core Scientific, Inc.CORZ496,238 shares · 0.0% of their software · price −$3.4M$3.6M−$17.4M
- Ibotta, Inc.IBTA81,700 shares · 0.0% of their software · price −$1.9M$3.4M−$2.3M
- ReposiTrak, Inc.TRAK164,663 shares · 0.0% of their software$3.3MFlat
- BrazeBRZE92,448 shares · 0.0% of their software · price −$536K$3.3M+$716K
- Diebold Nixdorf, IncorporatedDBD74,300 shares · 0.0% of their software$3.2MFlat
- SemrushSEMR347,700 shares · 0.0% of their software$3.2M—
- N-ableNABL455,400 shares · 0.0% of their software · price −$1.0M$3.2M−$2.2M
- PowerFleet, Inc.AIOT573,414 shares · 0.0% of their software · price −$671K$3.1M−$5.2M
- International Money Express, Inc.IMXI238,600 shares · 0.0% of their software · price −$2.0M$3.0M+$1.9M
- eGain CorporationEGAN612,419 shares · 0.0% of their software · price −$845K$3.0MFlat
- DHI Group, Inc.DHX2,106,715 shares · 0.0% of their software · price −$801K$2.9MFlat
- Expensify, Inc.EXFY938,100 shares · 0.0% of their software$2.9MFlat
- Paysign, Inc.PAYS1,274,902 shares · 0.0% of their software · price −$1.1M$2.7M−$685K
- DLocal LimitedDLO324,011 shares · 0.0% of their software · price −$946K$2.7MNew · +$3.6M
- OneSpan Inc.OSPN172,068 shares · 0.0% of their software · price −$566K$2.6M+$2.7M
- Tucows Inc.TCX152,651 shares · 0.0% of their software$2.6MFlat
- DoceboDCBO88,260 shares · 0.0% of their software · price −$1.4M$2.5MFlat
- Thryv Holdings, Inc.THRY196,300 shares · 0.0% of their software$2.5M−$1.8M
- ServiceTitanTTAN26,400 shares · 0.0% of their software$2.5MNew · +$2.7M
- NCR Atleos CorporationNATL92,900 shares · 0.0% of their software · price −$700K$2.5MFlat
- ZscalerZS11,882 shares · 0.0% of their software$2.4M−$40.6M
- SoundThinking, Inc.SSTI137,832 shares · 0.0% of their software · price +$536K$2.3M+$584K
- Yalla Group LimitedYALA445,800 shares · 0.0% of their software · price +$517K$2.3MFlat
- SimilarwebSMWB278,273 shares · 0.0% of their software · price −$1.6M$2.3M−$1.5M
- SPS CommerceSPSC17,060 shares · 0.0% of their software · price −$874K$2.3MNew · +$3.1M
- Mitek Systems, Inc.MITK271,100 shares · 0.0% of their software · price −$781K$2.2M+$2.0M
- SmartRent, Inc.SMRT1,684,800 shares · 0.0% of their software · price −$910K$2.0M+$2.5M
- BackblazeBLZE387,616 shares · 0.0% of their software$1.9M−$951K
- Agora, Inc.API455,400 shares · 0.0% of their software$1.8M−$676K
- Telos CorporationTLS745,900 shares · 0.0% of their software · price −$776K$1.8M−$523K
- YextYEXT271,804 shares · 0.0% of their software$1.7MFlat
- Upbound Group, Inc.UPBD64,600 shares · 0.0% of their software$1.5MFlat
- Materialise NVMTLS314,100 shares · 0.0% of their software · price −$666K$1.5M−$1.1M
- Kaltura, Inc.KLTR806,700 shares · 0.0% of their software$1.5MFlat
- Alarm.com Holdings, Inc.ALRM24,200 shares · 0.0% of their software$1.3M−$1.7M
- Priority Technology Holdings, Inc.PRTH179,600 shares · 0.0% of their software · price −$886K$1.2M−$736K
- Karooooo Ltd.KARO28,477 shares · 0.0% of their software$1.2MFlat
- Tuya Inc.TUYA399,100 shares · 0.0% of their software$1.2MFlat
- CourseraCOUR181,100 shares · 0.0% of their software$1.2M+$1.1M
- Daily Journal CorporationDJCO2,900 shares · 0.0% of their software$1.2M−$1.6M
- Cerence Inc.CRNC144,017 shares · 0.0% of their software$1.1M−$540K
- NetSol Technologies, Inc.NTWK468,501 shares · 0.0% of their software$1.1MFlat
- Agilysys, Inc.AGYS14,200 shares · 0.0% of their software · price −$840K$1.0M−$15.1M
- PDF Solutions, Inc.PDFS52,800 shares · 0.0% of their software$1.0M−$821K
- FlywireFLYW99,789 shares · 0.0% of their software · price −$1.1M$948K−$3.2M
- Nerdy Inc.NRDY665,112 shares · 0.0% of their software$944KFlat
- Lesaka Technologies, Inc.LSAK185,276 shares · 0.0% of their software$884KFlat
- DomoDOMO113,180 shares · 0.0% of their software$878K—
- Definitive HealthcareDH299,740 shares · 0.0% of their software$866K−$1.1M
- Rimini Street, Inc.RMNI239,526 shares · 0.0% of their software$834KFlat
- 8x8EGHT413,256 shares · 0.0% of their software$827K—
- Red Violet, Inc.RDVT19,540 shares · 0.0% of their software$735KFlat
- HubSpotHUBS1,100 shares · 0.0% of their software$628K−$11.8M
- Ribbon Communications Inc.RBBN144,812 shares · 0.0% of their software$568K+$544K
- Research Solutions, Inc.RSSS208,477 shares · 0.0% of their software$542KFlat
- Usio, Inc.USIO350,841 shares · 0.0% of their software$512KFlat
- i3 Verticals, Inc.IIIV20,300 shares · 0.0% of their software$501KFlat
- Perfect Corp.PERF238,100 shares · 0.0% of their software$445KFlat
- Intellicheck, Inc.IDN141,500 shares · 0.0% of their software$429KFlat
- Life360, Inc.LIF10,100 shares · 0.0% of their software$388K−$2.9M
- AI Financial CorporationAIFC92,167 shares · 0.0% of their software$358KFlat
- Bridgeline Digital, Inc.BLIN198,529 shares · 0.0% of their software$294KFlat
- comScore, Inc.SCOR42,021 shares · 0.0% of their software$289KFlat
- EverCommerceEVCM23,700 shares · 0.0% of their software$239KFlat
- VirTra, Inc.VTSI56,597 shares · 0.0% of their software$230KFlat
- Katapult Holdings, Inc.KPLT16,397 shares · 0.0% of their software$168KFlat
- Creative Realities, Inc.CREX77,203 shares · 0.0% of their software$151KFlat
- Freightos LimitedCRGO28,500 shares · 0.0% of their software$68KNew · Flat
- Marti Technologies, Inc.MRT19,088 shares · 0.0% of their software$59KFlat
- HeartCore Enterprises, Inc.HTCR76,400 shares · 0.0% of their software$57KFlat
- Perpetuals.com LtdPDC13,089 shares · 0.0% of their software$30KFlat