Generalist · New York, NY
Renaissance Technologies
Q2 2025 · compared with Q1 2025
Filed as Renaissance Technologies LLC
- Software
- $10.4B
- Weight of 13F
- 13.9%
- Names
- 204
- Net bought
- +$208M
Filed 13 August 2025 · SEC filing.
3,509 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
- PalantirPLTR13,502,046 shares · 17.7% of their software · price +$701M$1.8B−$235M
- VeriSign, Inc.VRSN3,267,369 shares · 9.1% of their software · price +$114M$944M+$64.3M
- AppLovinAPP1,380,832 shares · 4.6% of their software · price +$118M$483M+$133M
- NutanixNTNX5,094,400 shares · 3.7% of their software · price +$33.8M$389M+$33.6M
- monday.comMNDY1,090,790 shares · 3.3% of their software · price +$77.8M$343M−$22.3M
- DuolingoDUOL833,800 shares · 3.3% of their software · price +$82.9M$342M+$98.8M
- AtlassianTEAM1,480,823 shares · 2.9% of their software · price −$13.5M$301MFlat
- DropboxDBX10,099,898 shares · 2.8% of their software · price +$19.1M$289M−$11.1M
- CommvaultCVLT1,621,685 shares · 2.7% of their software · price +$26.9M$283M−$11.1M
- ZoomZM3,600,148 shares · 2.7% of their software · price +$15.2M$281MFlat
- DocuSignDOCU3,449,788 shares · 2.6% of their software · price −$12.1M$269M−$32.0M
- FortinetFTNT2,060,851 shares · 2.1% of their software · price +$19.5M$218M−$132M
- AdobeADBE546,693 shares · 2.0% of their software · price +$1.8M$212M+$188M
- MicrosoftMSFT378,772 shares · 1.8% of their software · price +$46.2M$188M+$11.4M
- Uber Technologies, Inc.UBER2,004,600 shares · 1.8% of their software · price +$41.0M$187M+$90.8M
- Lyft, Inc.LYFT10,542,027 shares · 1.6% of their software · price +$41.0M$166M+$28.8M
- SnowflakeSNOW717,000 shares · 1.5% of their software · price +$55.6M$160MNew · +$105M
- GoDaddyGDDY869,700 shares · 1.5% of their software$157M+$38.2M
- VeevaVEEV512,600 shares · 1.4% of their software · price +$28.9M$148M+$105M
- DoximityDOCS2,215,602 shares · 1.3% of their software · price +$7.3M$136M−$49.0M
- WixWIX834,649 shares · 1.3% of their software · price −$4.1M$132M−$30.1M
- Fiserv, Inc.FISV733,927 shares · 1.2% of their software · price −$35.5M$127MNew · +$162M
- Manhattan AssociatesMANH637,360 shares · 1.2% of their software · price +$15.6M$126M+$5.8M
- VeriskVRSK390,200 shares · 1.2% of their software · price +$5.4M$122M−$6.4M
- Dave Inc.DAVE443,700 shares · 1.1% of their software · price +$82.4M$119M+$11.6M
- Rubrik, Inc.RBRK1,218,000 shares · 1.0% of their software · price +$34.8M$109M−$10.0M
- ToastTOST2,443,812 shares · 1.0% of their software · price +$27.2M$108M+$30.1M
- Clear Secure, Inc.YOU3,219,359 shares · 0.9% of their software · price +$6.0M$89.4M+$10.2M
- ZscalerZS278,900 shares · 0.8% of their software · price +$32.2M$87.6M+$53.0M
- MorningstarMORN265,170 shares · 0.8% of their software · price +$3.7M$83.2M+$9.0M
- JFrogFROG1,621,900 shares · 0.7% of their software · price +$19.3M$71.2M+$9.4M
- BoxBOX1,927,626 shares · 0.6% of their software · price +$6.4M$65.9M+$13.4M
- AutodeskADSK176,468 shares · 0.5% of their software · price +$8.4M$54.6MNew · +$46.2M
- AppFolioAPPF229,100 shares · 0.5% of their software · price +$2.4M$52.8M−$10.5M
- QualysQLYS360,400 shares · 0.5% of their software · price +$6.1M$51.5M−$2.8M
- OktaOKTA510,618 shares · 0.5% of their software · price −$2.7M$51.0M+$29.7M
- DatadogDDOG376,252 shares · 0.5% of their software · price +$13.2M$50.5M−$77.8M
- FreshworksFRSH3,337,200 shares · 0.5% of their software · price +$2.7M$49.8M+$6.9M
- A10 Networks, Inc.ATEN2,499,906 shares · 0.5% of their software · price +$7.5M$48.4M+$2.3M
- Radware Ltd.RDWR1,620,230 shares · 0.5% of their software · price +$12.7M$47.7MFlat
- Cellebrite DI Ltd.CLBT2,686,339 shares · 0.4% of their software · price −$9.2M$43.0M+$1.5M
- RingCentralRNG1,474,900 shares · 0.4% of their software · price +$5.3M$41.8MFlat
- BlackBerry LimitedBB9,105,243 shares · 0.4% of their software · price +$7.4M$41.7M−$19.9M
- KlaviyoKVYO1,195,044 shares · 0.4% of their software · price +$4.0M$40.1M+$6.6M
- AvePointAVPT2,071,000 shares · 0.4% of their software · price +$10.1M$40.0M+$5.3M
- DescartesDSGX390,000 shares · 0.4% of their software$39.6MFlat
- F5, Inc.FFIV130,562 shares · 0.4% of their software · price +$3.7M$38.4M−$32.3M
- DynatraceDT673,958 shares · 0.4% of their software · price +$5.4M$37.2M−$7.5M
- SamsaraIOT931,162 shares · 0.4% of their software · price +$1.4M$37.0MNew · +$35.7M
- ServiceTitanTTAN340,500 shares · 0.4% of their software · price +$4.1M$36.5M+$29.9M
- Zeta GlobalZETA2,290,410 shares · 0.3% of their software · price +$4.4M$35.5M−$16.4M
- WaystarWAY860,800 shares · 0.3% of their software · price +$3.0M$35.2M+$7.0M
- Grindr Inc.GRND1,457,865 shares · 0.3% of their software · price +$7.0M$33.1M+$16.3M
- Fair IsaacFICO18,100 shares · 0.3% of their software$33.1M−$63.5M
- WorkivaWK424,811 shares · 0.3% of their software · price −$3.2M$29.1M−$2.7M
- NetApp, Inc.NTAP260,980 shares · 0.3% of their software · price +$4.9M$27.8M−$2.8M
- Strategy IncMSTR264,599 shares · 0.3% of their software · Implied price is far from the quarter-end close$26.5M—
- MongoDBMDB125,600 shares · 0.3% of their software · price +$4.3M$26.4MNew · +$22.0M
- TeradataTDC1,165,357 shares · 0.2% of their software$26.0M−$5.6M
- WorkdayWDAY105,436 shares · 0.2% of their software · price +$682K$25.3MNew · +$24.6M
- Remitly Global, Inc.RELY1,256,401 shares · 0.2% of their software · price −$2.6M$23.6M+$17.5M
- HubSpotHUBS41,000 shares · 0.2% of their software · price −$601K$22.8M+$22.8M
- Payoneer Global Inc.PAYO3,307,200 shares · 0.2% of their software · price −$1.5M$22.7M−$5.8M
- Roper Technologies, Inc.ROP39,700 shares · 0.2% of their software · price −$903K$22.5MNew · +$23.4M
- InterDigital, Inc.IDCC97,593 shares · 0.2% of their software · price +$1.7M$21.9M+$16.2M
- ProgressPRGS340,629 shares · 0.2% of their software · price +$4.2M$21.7M−$10.2M
- Bentley SystemsBSY399,800 shares · 0.2% of their software · price +$5.8M$21.6M+$4.4M
- LiveRamp Holdings, Inc.RAMP646,972 shares · 0.2% of their software · price +$4.5M$21.4M+$3.3M
- PagerDutyPD1,373,738 shares · 0.2% of their software · price −$4.1M$21.0M+$2.1M
- Tyler TechnologiesTYL34,684 shares · 0.2% of their software$20.6M+$8.3M
- C3.aiAI808,000 shares · 0.2% of their software · price +$2.8M$19.9M−$14.1M
- Palo Alto NetworksPANW83,800 shares · 0.2% of their software · price +$2.8M$17.1MNew · +$14.3M
- PubMaticPUBM1,219,900 shares · 0.1% of their software · price +$4.0M$15.2M+$1.1M
- Sportradar Group AGSRAD496,200 shares · 0.1% of their software · price +$3.2M$13.9M−$1.8M
- Check PointCHKP58,208 shares · 0.1% of their software$12.9M+$9.6M
- Euronet Worldwide, Inc.EEFT126,200 shares · 0.1% of their software · price −$690K$12.8M−$13.7M
- Calix, Inc.CALX237,618 shares · 0.1% of their software · price +$4.2M$12.6M+$4.7M
- Ooma, Inc.OOMA914,803 shares · 0.1% of their software$11.8M+$1.0M
- Intapp, Inc.INTA225,900 shares · 0.1% of their software · price −$1.5M$11.7M+$5.6M
- Bandwidth Inc.BAND717,600 shares · 0.1% of their software · price +$2.0M$11.4MFlat
- SentinelOneS619,084 shares · 0.1% of their software$11.3MNew · +$11.3M
- VaronisVRNS222,900 shares · 0.1% of their software · price +$2.3M$11.3M−$3.1M
- Adeia Inc.ADEA785,643 shares · 0.1% of their software · price +$723K$11.1MFlat
- SalesforceCRM40,084 shares · 0.1% of their software$10.9M−$149M
- CloudflareNET54,600 shares · 0.1% of their software · price +$4.5M$10.7MNew · +$6.2M
- EVERTEC, Inc.EVTC281,126 shares · 0.1% of their software$10.1M+$1.5M
- DigitalOceanDOCN344,900 shares · 0.1% of their software · price −$1.7M$9.9M−$4.6M
- Core Scientific, Inc.CORZ554,317 shares · 0.1% of their software · price +$5.4M$9.5MFlat
- CourseraCOUR1,058,300 shares · 0.1% of their software · price +$2.2M$9.3M+$5.8M
- Ibotta, Inc.IBTA244,000 shares · 0.1% of their software · price −$1.4M$8.9M+$6.8M
- Paysign, Inc.PAYS1,213,896 shares · 0.1% of their software · price +$6.2M$8.7MFlat
- Diebold Nixdorf, IncorporatedDBD150,900 shares · 0.1% of their software · price +$1.8M$8.4M+$3.3M
- Allot Ltd.ALLT970,299 shares · 0.1% of their software · price +$2.8M$8.3MFlat
- BrazeBRZE295,000 shares · 0.1% of their software · price −$2.4M$8.3M+$7.3M
- PaylocityPCTY45,384 shares · 0.1% of their software$8.2MNew · +$8.5M
- SailPointSAIL352,800 shares · 0.1% of their software · price +$1.5M$8.1MNew · +$6.6M
- The Trade DeskTTD105,554 shares · 0.1% of their software · price +$1.8M$7.6M−$64.5M
- Global-EGLBE217,100 shares · 0.1% of their software$7.3M−$21.9M
- Q2QTWO77,300 shares · 0.1% of their software · price +$1.0M$7.2M−$752K
- Riskified Ltd.RSKD1,317,100 shares · 0.1% of their software$6.6MFlat
- VTEXVTEX919,500 shares · 0.1% of their software · price +$1.4M$6.1M+$538K
- AkamaiAKAM75,900 shares · 0.1% of their software$6.1MNew · +$6.1M
- Commerce.com, Inc.CMRC1,209,900 shares · 0.1% of their software · price −$920K$6.0M+$1.7M
- DLocal LimitedDLO526,000 shares · 0.1% of their software · price +$1.6M$6.0M+$1.7M
- TrimbleTRMB77,744 shares · 0.1% of their software · price +$803K$5.9M−$22.0M
- Xperi Inc.XPER737,583 shares · 0.1% of their software$5.8MFlat
- DHI Group, Inc.DHX1,949,029 shares · 0.1% of their software · price +$3.1M$5.8MFlat
- Consensus Cloud Solutions, Inc.CCSI232,900 shares · 0.1% of their software$5.4M+$1.3M
- Cognyte Software Ltd.CGNT577,711 shares · 0.1% of their software · price +$832K$5.3MFlat
- DomoDOMO364,887 shares · 0.0% of their software$5.1M—
- FlywireFLYW397,336 shares · 0.0% of their software · price +$874K$4.6M+$2.8M
- YextYEXT543,800 shares · 0.0% of their software · price +$1.3M$4.6M+$1.7M
- Viant Technology Inc.DSP334,700 shares · 0.0% of their software$4.4M−$1.1M
- Pagaya Technologies Ltd.PGY202,185 shares · 0.0% of their software · price +$2.2M$4.3MNew · +$2.1M
- SemrushSEMR452,300 shares · 0.0% of their software$4.1M—
- AlkamiALKT130,900 shares · 0.0% of their software · price +$509K$3.9M−$7.1M
- Blend Labs, Inc.BLND1,170,200 shares · 0.0% of their software$3.9MNew · +$3.9M
- eGain CorporationEGAN606,119 shares · 0.0% of their software · price +$849K$3.8MFlat
- CertaraCERT296,800 shares · 0.0% of their software · price +$534K$3.5MNew · +$2.9M
- ReposiTrak, Inc.TRAK171,563 shares · 0.0% of their software$3.4MFlat
- Life360, Inc.LIF51,600 shares · 0.0% of their software · price +$1.4M$3.4M+$1.6M
- Red Violet, Inc.RDVT67,540 shares · 0.0% of their software · price +$784K$3.3M+$1.8M
- DoceboDCBO112,631 shares · 0.0% of their software$3.3M+$700K
- AsanaASAN237,000 shares · 0.0% of their software$3.2M−$4.7M
- Cerence Inc.CRNC311,117 shares · 0.0% of their software · price +$719K$3.2M+$1.3M
- AmplitudeAMPL247,300 shares · 0.0% of their software · price +$547K$3.1M−$1.4M
- Yalla Group LimitedYALA445,600 shares · 0.0% of their software · price +$677K$3.0MFlat
- Alight, Inc.ALIT523,200 shares · 0.0% of their software$3.0MNew · +$3.1M
- PAR Technology CorporationPAR42,200 shares · 0.0% of their software$2.9M−$7.9M
- Tucows Inc.TCX148,351 shares · 0.0% of their software$2.9MFlat
- Expensify, Inc.EXFY1,118,200 shares · 0.0% of their software · price −$503K$2.9M+$548K
- NCR Atleos CorporationNATL98,800 shares · 0.0% of their software$2.8MFlat
- SimilarwebSMWB355,573 shares · 0.0% of their software$2.8M+$639K
- Paysafe LimitedPSFE217,389 shares · 0.0% of their software · price −$667K$2.7M−$1.0M
- Definitive HealthcareDH703,431 shares · 0.0% of their software · price +$710K$2.7M+$1.2M
- Mitek Systems, Inc.MITK260,600 shares · 0.0% of their software$2.6MFlat
- Rackspace Technology, Inc.RXT1,998,286 shares · 0.0% of their software · price −$819K$2.6M−$899K
- Telos CorporationTLS786,403 shares · 0.0% of their software · price +$621K$2.5MFlat
- BackblazeBLZE437,916 shares · 0.0% of their software$2.4MFlat
- Intellicheck, Inc.IDN445,400 shares · 0.0% of their software · price +$1.1M$2.4M+$921K
- Sprout SocialSPT111,862 shares · 0.0% of their software$2.3MNew · +$2.5M
- N-ableNABL280,300 shares · 0.0% of their software$2.3M−$1.2M
- OneSpan Inc.OSPN131,317 shares · 0.0% of their software$2.2M−$621K
- NetScout Systems, Inc.NTCT84,700 shares · 0.0% of their software$2.1MNew · +$1.8M
- SoundThinking, Inc.SSTI156,032 shares · 0.0% of their software · price −$608K$2.0MFlat
- SmartRent, Inc.SMRT2,003,300 shares · 0.0% of their software$2.0MFlat
- Kaltura, Inc.KLTR918,400 shares · 0.0% of their software$1.8MFlat
- PegasystemsPEGA33,648 shares · 0.0% of their software · price −$518K$1.8MNew · +$2.3M
- Materialise NVMTLS314,300 shares · 0.0% of their software$1.8MFlat
- Agora, Inc.API399,100 shares · 0.0% of their software$1.5MFlat
- PDF Solutions, Inc.PDFS69,300 shares · 0.0% of their software$1.5MFlat
- Alarm.com Holdings, Inc.ALRM25,100 shares · 0.0% of their software$1.4MFlat
- NetSol Technologies, Inc.NTWK455,401 shares · 0.0% of their software$1.4MFlat
- PaymentusPAY42,100 shares · 0.0% of their software$1.4M−$3.3M
- SPS CommerceSPSC10,060 shares · 0.0% of their software$1.4M−$929K
- PagSeguro Digital Ltd.PAGS141,176 shares · 0.0% of their software$1.4MNew · +$1.1M
- Nerdy Inc.NRDY814,665 shares · 0.0% of their software$1.3MFlat
- Rimini Street, Inc.RMNI340,145 shares · 0.0% of their software$1.3MFlat
- International Money Express, Inc.IMXI125,800 shares · 0.0% of their software$1.3M−$1.4M
- SprinklrCXM140,700 shares · 0.0% of their software$1.2MNew · +$1.2M
- Karooooo Ltd.KARO22,787 shares · 0.0% of their software$1.1MFlat
- Kingsoft Cloud Holdings LimitedKC87,134 shares · 0.0% of their software$1.1M−$10.6M
- DoubleVerifyDV72,100 shares · 0.0% of their software$1.1MNew · +$964K
- Tuya Inc.TUYA393,000 shares · 0.0% of their software$908KFlat
- FastlyFSLY118,741 shares · 0.0% of their software$838KNew · +$752K
- Lesaka Technologies, Inc.LSAK177,800 shares · 0.0% of their software$798KFlat
- Priority Technology Holdings, Inc.PRTH100,300 shares · 0.0% of their software$780K−$540K
- Digital TurbineAPPS131,800 shares · 0.0% of their software$778KNew · Flat
- Sabre CorporationSABR236,749 shares · 0.0% of their software$748KNew · +$665K
- A2Z Cust2Mate Solutions Corp.AZ69,900 shares · 0.0% of their software$739KNew · Flat
- Thryv Holdings, Inc.THRY54,500 shares · 0.0% of their software$663K−$1.8M
- Usio, Inc.USIO403,941 shares · 0.0% of their software$618KFlat
- AudioEye, Inc.AEYE52,400 shares · 0.0% of their software$610KNew · +$582K
- PowerFleet, Inc.AIOT141,145 shares · 0.0% of their software$608K−$2.4M
- Research Solutions, Inc.RSSS207,830 shares · 0.0% of their software$596KFlat
- Daily Journal CorporationDJCO1,411 shares · 0.0% of their software$596K−$592K
- 8x8EGHT289,095 shares · 0.0% of their software$567K—
- Inuvo, Inc.INUV117,917 shares · 0.0% of their software$542KNew · Flat
- Gen DigitalGEN15,938 shares · 0.0% of their software$469KNew · Flat
- Perfect Corp.PERF203,695 shares · 0.0% of their software$468KFlat
- TenableTENB13,800 shares · 0.0% of their software$466KNew · Flat
- SuperX AI Technology LimitedSUPX39,714 shares · 0.0% of their software$401KNew · Flat
- VertexVERX10,500 shares · 0.0% of their software$371KNew · Flat
- AI Financial CorporationAIFC45,900 shares · 0.0% of their software$333KSplit
- i3 Verticals, Inc.IIIV12,000 shares · 0.0% of their software$330KFlat
- Clearwater AnalyticsCWAN14,899 shares · 0.0% of their software$327K—
- EverCommerceEVCM30,100 shares · 0.0% of their software$316KFlat
- VirTra, Inc.VTSI41,500 shares · 0.0% of their software$293KFlat
- Bridgeline Digital, Inc.BLIN183,829 shares · 0.0% of their software$256KFlat
- BlackLineBL4,400 shares · 0.0% of their software$249KNew · Flat
- Katapult Holdings, Inc.KPLT29,500 shares · 0.0% of their software$236KFlat
- Upbound Group, Inc.UPBD9,000 shares · 0.0% of their software$226K−$1.3M
- Creative Realities, Inc.CREX67,002 shares · 0.0% of their software$226KFlat
- comScore, Inc.SCOR42,521 shares · 0.0% of their software$205KFlat
- Marti Technologies, Inc.MRT64,500 shares · 0.0% of their software$195KFlat
- Freightos LimitedCRGO45,900 shares · 0.0% of their software$112KFlat
- Ribbon Communications Inc.RBBN27,500 shares · 0.0% of their software$110KFlat
- CS Disco, Inc.LAW15,200 shares · 0.0% of their software$66KNew · Flat
- The OLB Group, Inc.OLB25,260 shares · 0.0% of their software$47KNew · Flat
- AMTD Digital Inc.HKD19,200 shares · 0.0% of their software$34KNew · Flat
- Versus Systems Inc.VS13,100 shares · 0.0% of their software$31KNew · Flat
- Roadzen, Inc.RDZN17,600 shares · 0.0% of their software$17KNew · Flat
- Infobird Co., LtdIFBD10,100 shares · 0.0% of their software$11KNew · Flat
- Ryde Group LtdRYDE24,010 shares · 0.0% of their software$7KNew · Flat