Generalist · New York, NY
Renaissance Technologies
Q3 2025 · compared with Q2 2025
Filed as Renaissance Technologies LLC
- Software
- $10.5B
- Weight of 13F
- 13.9%
- Names
- 198
- Net bought
- −$223M
Filed 13 November 2025 · SEC filing.
3,445 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
- PalantirPLTR8,565,875 shares · 14.8% of their software · price +$395M$1.6B−$673M
- VeriSign, Inc.VRSN3,170,271 shares · 8.4% of their software · price −$29.3M$886M−$28.0M
- AppLovinAPP1,001,432 shares · 6.8% of their software · price +$369M$720M−$133M
- MicrosoftMSFT1,318,907 shares · 6.5% of their software · price +$27.1M$683M+$468M
- NutanixNTNX5,074,802 shares · 3.6% of their software · price −$10.4M$378MFlat
- AdobeADBE956,669 shares · 3.2% of their software · price −$32.7M$337M+$159M
- ZoomZM4,005,148 shares · 3.1% of their software · price +$18.1M$330M+$31.6M
- DropboxDBX9,384,298 shares · 2.7% of their software · price +$15.1M$283M−$20.5M
- CommvaultCVLT1,428,785 shares · 2.6% of their software · price +$20.6M$270M−$33.6M
- DocuSignDOCU3,342,589 shares · 2.3% of their software · price −$19.4M$241M−$8.3M
- AtlassianTEAM1,458,223 shares · 2.2% of their software · price −$63.3M$233M−$4.6M
- monday.comMNDY1,054,290 shares · 1.9% of their software · price −$127M$204M−$11.5M
- Lyft, Inc.LYFT8,552,294 shares · 1.8% of their software · price +$53.5M$188M−$31.4M
- Roper Technologies, Inc.ROP367,700 shares · 1.7% of their software · price −$25.1M$183M+$186M
- IntuitINTU257,148 shares · 1.7% of their software · price −$26.9M$176MNew · +$203M
- DuolingoDUOL541,500 shares · 1.7% of their software · price −$47.7M$174M−$120M
- DoximityDOCS2,180,202 shares · 1.5% of their software · price +$25.7M$159M−$2.2M
- SnowflakeSNOW579,448 shares · 1.2% of their software · price +$1.0M$131M−$30.8M
- Clear Secure, Inc.YOU3,813,059 shares · 1.2% of their software · price +$21.4M$127M+$16.5M
- Fiserv, Inc.FISV963,427 shares · 1.2% of their software · price −$41.9M$124M+$39.6M
- SalesforceCRM500,895 shares · 1.1% of their software · price −$17.9M$119M+$126M
- Manhattan AssociatesMANH542,460 shares · 1.1% of their software · price +$4.1M$111M−$18.7M
- WixWIX616,149 shares · 1.0% of their software · price +$11.8M$109M−$34.6M
- MorningstarMORN460,770 shares · 1.0% of their software · price −$37.7M$107M+$61.4M
- GoDaddyGDDY760,900 shares · 1.0% of their software · price −$32.9M$104M−$19.6M
- DatadogDDOG711,052 shares · 1.0% of their software · price +$5.7M$101M+$45.0M
- ToastTOST2,460,812 shares · 0.9% of their software · price −$19.1M$89.8MFlat
- FortinetFTNT1,060,952 shares · 0.8% of their software · price −$23.0M$89.2M−$106M
- JFrogFROG1,817,300 shares · 0.8% of their software · price +$6.3M$86.0M+$8.6M
- Dave Inc.DAVE386,400 shares · 0.7% of their software · price −$26.7M$77.0M−$15.4M
- CloudflareNET328,500 shares · 0.7% of their software · price +$6.2M$70.5M+$53.6M
- AutodeskADSK210,568 shares · 0.6% of their software · price +$1.7M$66.9M+$10.6M
- Rubrik, Inc.RBRK807,700 shares · 0.6% of their software · price −$5.9M$66.4M−$36.8M
- QualysQLYS455,700 shares · 0.6% of their software · price −$4.8M$60.3M+$13.6M
- VeevaVEEV188,000 shares · 0.5% of their software · price +$1.9M$56.0M−$93.5M
- The Trade DeskTTD1,127,600 shares · 0.5% of their software · price −$25.9M$55.3M+$73.6M
- Cellebrite DI Ltd.CLBT2,902,105 shares · 0.5% of their software · price +$7.3M$53.8M+$3.5M
- ServiceTitanTTAN517,500 shares · 0.5% of their software · price −$3.3M$52.2M+$19.0M
- F5, Inc.FFIV148,636 shares · 0.5% of their software · price +$4.3M$48.0M+$5.3M
- Radware Ltd.RDWR1,765,730 shares · 0.4% of their software · price −$5.2M$46.8M+$4.3M
- KlaviyoKVYO1,683,344 shares · 0.4% of their software · price −$9.9M$46.6M+$16.4M
- DescartesDSGX491,844 shares · 0.4% of their software · price −$3.6M$46.3M+$10.4M
- AppFolioAPPF164,502 shares · 0.4% of their software · price +$7.5M$45.3M−$14.9M
- Tyler TechnologiesTYL86,600 shares · 0.4% of their software · price −$6.0M$45.3M+$30.8M
- RingCentralRNG1,547,600 shares · 0.4% of their software$43.9M+$2.1M
- A10 Networks, Inc.ATEN2,386,787 shares · 0.4% of their software · price −$2.9M$43.3M−$2.2M
- Uber Technologies, Inc.UBER433,500 shares · 0.4% of their software · price +$2.0M$42.5M−$147M
- Strategy IncMSTR225,730 shares · 0.4% of their software · price −$18.5M$42.1M—
- BoxBOX1,293,531 shares · 0.4% of their software · price −$2.5M$41.7M−$21.7M
- WaystarWAY1,095,900 shares · 0.4% of their software · price −$3.2M$41.6M+$9.6M
- HubSpotHUBS82,900 shares · 0.4% of their software · price −$7.4M$38.8M+$23.3M
- Paychex, Inc.PAYX304,201 shares · 0.4% of their software · price −$5.7M$38.6MNew · +$44.2M
- FreshworksFRSH3,059,700 shares · 0.3% of their software · price −$9.6M$36.0M−$4.1M
- WorkivaWK410,511 shares · 0.3% of their software · price +$7.2M$35.3M−$979K
- GuidewireGWRE143,100 shares · 0.3% of their software · price −$800K$32.9MNew · +$33.7M
- ZscalerZS105,500 shares · 0.3% of their software · price −$1.5M$31.6M−$54.4M
- Pagaya Technologies Ltd.PGY1,063,685 shares · 0.3% of their software · price +$8.9M$31.6M+$18.4M
- Gen DigitalGEN1,037,338 shares · 0.3% of their software · price −$1.0M$29.5M+$30.0M
- AvePointAVPT1,943,653 shares · 0.3% of their software · price −$8.4M$29.2M−$2.5M
- MongoDBMDB92,900 shares · 0.3% of their software · price +$9.3M$28.8M−$6.9M
- Core Scientific, Inc.CORZ1,555,286 shares · 0.3% of their software · price +$1.4M$27.9M+$17.1M
- Bentley SystemsBSY508,000 shares · 0.2% of their software · price −$1.3M$26.2M+$5.8M
- PagerDutyPD1,566,238 shares · 0.2% of their software · price +$1.9M$25.9M+$2.9M
- Remitly Global, Inc.RELY1,529,147 shares · 0.2% of their software · price −$3.8M$24.9M+$5.1M
- DynatraceDT511,658 shares · 0.2% of their software · price −$3.5M$24.8M−$9.0M
- CourseraCOUR1,938,500 shares · 0.2% of their software · price +$5.7M$22.7M+$7.7M
- InterDigital, Inc.IDCC65,600 shares · 0.2% of their software · price +$7.9M$22.6M−$7.2M
- Payoneer Global Inc.PAYO3,566,100 shares · 0.2% of their software · price −$2.9M$21.6M+$1.8M
- Amdocs LimitedDOX259,900 shares · 0.2% of their software · price −$2.4M$21.3MNew · +$23.7M
- NetApp, Inc.NTAP178,680 shares · 0.2% of their software · price +$2.1M$21.2M−$8.8M
- LiveRamp Holdings, Inc.RAMP668,100 shares · 0.2% of their software · price −$3.9M$18.1M+$698K
- DLocal LimitedDLO1,258,900 shares · 0.2% of their software · price +$3.7M$18.0M+$8.3M
- C3.aiAI980,600 shares · 0.2% of their software · price −$7.1M$17.0M+$4.2M
- TeradataTDC788,595 shares · 0.2% of their software · price −$631K$17.0M−$8.4M
- Zeta GlobalZETA829,298 shares · 0.2% of their software · price +$3.6M$16.5M−$22.6M
- BlackBerry LimitedBB3,363,043 shares · 0.2% of their software · price +$1.0M$16.4M−$26.3M
- Calix, Inc.CALX260,818 shares · 0.2% of their software · price +$2.1M$16.0M+$1.2M
- DoubleVerifyDV1,296,300 shares · 0.1% of their software · price −$3.9M$15.5M+$18.3M
- AkamaiAKAM199,900 shares · 0.1% of their software · price −$800K$15.1M+$9.9M
- Chime Financial, Inc.CHYM714,900 shares · 0.1% of their software · price −$10.3M$14.4MNew · +$24.7M
- Euronet Worldwide, Inc.EEFT161,645 shares · 0.1% of their software · price −$2.2M$14.2M+$3.6M
- Palo Alto NetworksPANW68,500 shares · 0.1% of their software$13.9M−$3.1M
- Adeia Inc.ADEA820,343 shares · 0.1% of their software · price +$2.2M$13.8MFlat
- PaylocityPCTY83,200 shares · 0.1% of their software · price −$1.8M$13.3M+$6.9M
- BroadridgeBR52,800 shares · 0.1% of their software$12.6MNew · +$12.8M
- Diebold Nixdorf, IncorporatedDBD220,180 shares · 0.1% of their software$12.6M+$3.8M
- OktaOKTA129,300 shares · 0.1% of their software · price −$1.1M$11.9M−$38.1M
- VaronisVRNS205,700 shares · 0.1% of their software · price +$1.4M$11.8M−$873K
- PubMaticPUBM1,355,600 shares · 0.1% of their software · price −$5.6M$11.2M+$1.7M
- Grindr Inc.GRND729,065 shares · 0.1% of their software · price −$5.6M$11.0M−$16.5M
- Bandwidth Inc.BAND648,900 shares · 0.1% of their software$10.8M−$1.1M
- Allot Ltd.ALLT1,013,199 shares · 0.1% of their software · price +$2.1M$10.7MFlat
- Ooma, Inc.OOMA868,803 shares · 0.1% of their software · price −$791K$10.4M−$593K
- Intapp, Inc.INTA238,600 shares · 0.1% of their software · price −$2.6M$9.8M+$656K
- EVERTEC, Inc.EVTC276,826 shares · 0.1% of their software · price −$628K$9.4MFlat
- WorkdayWDAY37,100 shares · 0.1% of their software$8.9M−$16.4M
- Life360, Inc.LIF79,100 shares · 0.1% of their software · price +$3.2M$8.4M+$1.8M
- FlywireFLYW562,200 shares · 0.1% of their software · price +$1.0M$7.6M+$1.9M
- YextYEXT843,100 shares · 0.1% of their software$7.2M+$2.5M
- TenableTENB245,200 shares · 0.1% of their software · price −$1.1M$7.2M+$7.8M
- Paysign, Inc.PAYS1,126,422 shares · 0.1% of their software · price −$1.0M$7.1M−$630K
- Riskified Ltd.RSKD1,364,400 shares · 0.1% of their software$6.4MFlat
- Commerce.com, Inc.CMRC1,228,900 shares · 0.1% of their software$6.1MFlat
- DigitalOceanDOCN167,000 shares · 0.1% of their software · price +$935K$5.7M−$5.1M
- DHI Group, Inc.DHX1,924,929 shares · 0.1% of their software$5.4MFlat
- eGain CorporationEGAN603,519 shares · 0.0% of their software · price +$1.5M$5.3MFlat
- Telos CorporationTLS761,800 shares · 0.0% of their software · price +$2.8M$5.2MFlat
- Consensus Cloud Solutions, Inc.CCSI162,400 shares · 0.0% of their software · price +$1.0M$4.8M−$1.6M
- VTEXVTEX1,069,600 shares · 0.0% of their software · price −$2.4M$4.7M+$991K
- Xperi Inc.XPER721,883 shares · 0.0% of their software · price −$1.0M$4.7MFlat
- Cognyte Software Ltd.CGNT506,911 shares · 0.0% of their software$4.3M−$654K
- Viant Technology Inc.DSP481,117 shares · 0.0% of their software · price −$2.2M$4.2M+$1.9M
- Ibotta, Inc.IBTA147,800 shares · 0.0% of their software · price −$1.3M$4.1M−$3.5M
- BackblazeBLZE416,816 shares · 0.0% of their software · price +$1.6M$3.9MFlat
- DoceboDCBO129,133 shares · 0.0% of their software$3.5MFlat
- Q2QTWO47,300 shares · 0.0% of their software · price −$1.0M$3.4M−$2.8M
- SimilarwebSMWB363,973 shares · 0.0% of their software · price +$531K$3.4MFlat
- Yalla Group LimitedYALA444,200 shares · 0.0% of their software$3.3MFlat
- DomoDOMO208,080 shares · 0.0% of their software$3.3M—
- FastlyFSLY369,241 shares · 0.0% of their software · price +$550K$3.2M+$1.8M
- N-ableNABL401,800 shares · 0.0% of their software$3.1M+$984K
- Mitek Systems, Inc.MITK311,238 shares · 0.0% of their software$3.0M+$501K
- ReposiTrak, Inc.TRAK196,163 shares · 0.0% of their software · price −$947K$2.9MFlat
- Definitive HealthcareDH670,240 shares · 0.0% of their software$2.7MFlat
- Tucows Inc.TCX146,351 shares · 0.0% of their software$2.7MFlat
- Rackspace Technology, Inc.RXT1,795,700 shares · 0.0% of their software$2.5MFlat
- ProgressPRGS56,965 shares · 0.0% of their software · price −$1.1M$2.5M−$18.1M
- PDF Solutions, Inc.PDFS90,100 shares · 0.0% of their software$2.3MFlat
- NetSol Technologies, Inc.NTWK477,701 shares · 0.0% of their software · price +$783K$2.3MFlat
- MNTN, Inc.MNTN121,000 shares · 0.0% of their software$2.2MNew · +$2.6M
- SmartRent, Inc.SMRT1,538,012 shares · 0.0% of their software · price +$646K$2.2MFlat
- Intellicheck, Inc.IDN392,800 shares · 0.0% of their software$2.0MFlat
- Paysafe LimitedPSFE153,489 shares · 0.0% of their software$2.0M−$806K
- Red Violet, Inc.RDVT37,940 shares · 0.0% of their software$2.0M−$1.5M
- NCR Atleos CorporationNATL50,000 shares · 0.0% of their software · price +$539K$2.0M−$1.4M
- Sportradar Group AGSRAD71,700 shares · 0.0% of their software$1.9M−$11.9M
- AmplitudeAMPL175,115 shares · 0.0% of their software$1.9M−$895K
- NetScout Systems, Inc.NTCT71,600 shares · 0.0% of their software$1.8MFlat
- Automatic Data Processing, Inc.ADP6,000 shares · 0.0% of their software$1.8MNew · +$1.9M
- Materialise NVMTLS313,800 shares · 0.0% of their software$1.7MFlat
- SoundThinking, Inc.SSTI138,932 shares · 0.0% of their software$1.7MFlat
- Sprout SocialSPT128,562 shares · 0.0% of their software · price −$1.0M$1.7MFlat
- Priority Technology Holdings, Inc.PRTH239,120 shares · 0.0% of their software$1.6M+$1.1M
- Rimini Street, Inc.RMNI349,004 shares · 0.0% of their software$1.6MFlat
- Agora, Inc.API393,000 shares · 0.0% of their software$1.5MFlat
- CertaraCERT122,620 shares · 0.0% of their software$1.5M−$2.0M
- Clearwater AnalyticsCWAN81,499 shares · 0.0% of their software$1.5M—
- Karooooo Ltd.KARO25,387 shares · 0.0% of their software$1.5MFlat
- Duos Technologies Group, Inc.DUOT179,513 shares · 0.0% of their software$1.3MNew · +$1.3M
- Expensify, Inc.EXFY703,850 shares · 0.0% of their software · price −$521K$1.3M−$1.1M
- SemrushSEMR182,700 shares · 0.0% of their software$1.3M—
- Alarm.com Holdings, Inc.ALRM24,100 shares · 0.0% of their software$1.3MFlat
- Kaltura, Inc.KLTR856,400 shares · 0.0% of their software$1.2MFlat
- PagSeguro Digital Ltd.PAGS111,823 shares · 0.0% of their software$1.1MFlat
- Sabre CorporationSABR562,149 shares · 0.0% of their software · price −$748K$1.0M+$1.0M
- Tuya Inc.TUYA391,700 shares · 0.0% of their software$967KFlat
- AI Financial CorporationAIFC344,300 shares · 0.0% of their software · price −$1.6M$926K+$2.2M
- Thryv Holdings, Inc.THRY74,600 shares · 0.0% of their software$900KFlat
- 8x8EGHT407,095 shares · 0.0% of their software$863K—
- Research Solutions, Inc.RSSS206,444 shares · 0.0% of their software$770KFlat
- Immersion CorporationIMMR103,513 shares · 0.0% of their software$760KNew · +$816K
- Katapult Holdings, Inc.KPLT59,400 shares · 0.0% of their software$710KFlat
- A2Z Cust2Mate Solutions Corp.AZ87,000 shares · 0.0% of their software$695KFlat
- Aeva Technologies, Inc.AEVA46,800 shares · 0.0% of their software · price −$1.1M$679KNew · +$1.8M
- Lesaka Technologies, Inc.LSAK162,000 shares · 0.0% of their software$672KFlat
- PowerFleet, Inc.AIOT124,196 shares · 0.0% of their software$651KFlat
- Nerdy Inc.NRDY515,023 shares · 0.0% of their software$649KFlat
- Usio, Inc.USIO441,241 shares · 0.0% of their software$627KFlat
- SprinklrCXM71,300 shares · 0.0% of their software$550K−$587K
- EverCommerceEVCM40,000 shares · 0.0% of their software$445KFlat
- Rocket One Inc.RKTO243,921 shares · 0.0% of their software$395KNew · Flat
- Perfect Corp.PERF203,695 shares · 0.0% of their software$383KFlat
- comScore, Inc.SCOR43,321 shares · 0.0% of their software$378KFlat
- Yuanbao Inc.YB18,697 shares · 0.0% of their software$367KNew · Flat
- CISO Global Inc.CISO297,500 shares · 0.0% of their software$312KNew · Flat
- Inuvo, Inc.INUV87,541 shares · 0.0% of their software$307KFlat
- Blaize Holdings, Inc.BZAI85,400 shares · 0.0% of their software$295KNew · Flat
- CS Disco, Inc.LAW43,800 shares · 0.0% of their software$283KFlat
- VirTra, Inc.VTSI43,400 shares · 0.0% of their software$228KFlat
- Bridgeline Digital, Inc.BLIN172,229 shares · 0.0% of their software$227KFlat
- Freightos LimitedCRGO63,900 shares · 0.0% of their software$211KFlat
- Veritone, Inc.VERI43,100 shares · 0.0% of their software$208KNew · Flat
- Alarum Technologies Ltd.ALAR13,000 shares · 0.0% of their software$195KNew · Flat
- Creative Realities, Inc.CREX70,602 shares · 0.0% of their software$162KFlat
- CCC Intelligent Solutions Holdings Inc.CCC17,300 shares · 0.0% of their software$158KNew · Flat
- Ribbon Communications Inc.RBBN38,800 shares · 0.0% of their software$147KFlat
- Marti Technologies, Inc.MRT65,656 shares · 0.0% of their software$134KFlat
- Health CatalystHCAT45,869 shares · 0.0% of their software$131KNew · Flat
- Beamr Imaging Ltd.BMR26,700 shares · 0.0% of their software$82KNew · Flat
- AMTD Digital Inc.HKD36,600 shares · 0.0% of their software$66KFlat
- Perpetuals.com LtdPDC25,363 shares · 0.0% of their software$65KNew · Flat
- Sagtec Global LimitedSAGT26,700 shares · 0.0% of their software$55KNew · Flat
- Versus Systems Inc.VS25,240 shares · 0.0% of their software$54KFlat
- AEye, Inc.LIDR18,500 shares · 0.0% of their software$46KNew · Flat
- Blend Labs, Inc.BLND10,900 shares · 0.0% of their software$40K−$3.8M
- Taoping Inc.TAOP10,038 shares · 0.0% of their software$29KNew · Flat
- Real Messenger CorporationRMSG11,300 shares · 0.0% of their software$27KNew · Flat
- Ryde Group LtdRYDE20,936 shares · 0.0% of their software$8KFlat