Generalist · New York, NY
Renaissance Technologies
Q4 2025 · compared with Q3 2025
Filed as Renaissance Technologies LLC
- Software
- $8.0B
- Weight of 13F
- 12.4%
- Names
- 197
- Net bought
- −$517M
Filed 12 February 2026 · SEC filing.
3,173 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
- PalantirPLTR8,796,727 shares · 19.6% of their software · price −$41.1M$1.6B+$42.1M
- VeriSign, Inc.VRSN2,779,351 shares · 8.5% of their software · price −$102M$675M−$109M
- MicrosoftMSFT688,118 shares · 4.2% of their software · price −$23.6M$333M−$327M
- ZoomZM3,078,504 shares · 3.3% of their software · price +$11.7M$266M−$76.4M
- AdobeADBE725,003 shares · 3.2% of their software · price −$2.0M$254M−$81.7M
- DropboxDBX8,376,364 shares · 2.9% of their software · price −$20.2M$233M−$30.4M
- AppLovinAPP318,821 shares · 2.7% of their software · price −$14.3M$215M−$490M
- DocuSignDOCU3,046,961 shares · 2.6% of their software · price −$11.2M$208M−$21.3M
- ServiceNowNOW1,331,977 shares · 2.6% of their software · price −$1.0B$204MNew · +$1.2B
- Lyft, Inc.LYFT9,873,232 shares · 2.4% of their software · price −$26.1M$191M+$29.1M
- NutanixNTNX3,384,296 shares · 2.2% of their software · price −$76.8M$175M−$126M
- Palo Alto NetworksPANW908,500 shares · 2.1% of their software · price −$17.6M$167M+$171M
- monday.comMNDY1,129,090 shares · 2.1% of their software · price −$52.1M$167M+$14.5M
- Uber Technologies, Inc.UBER2,029,100 shares · 2.1% of their software · price −$33.0M$166M+$156M
- AtlassianTEAM916,375 shares · 1.9% of their software · price +$2.2M$149M−$86.5M
- CommvaultCVLT1,124,998 shares · 1.8% of their software · price −$71.3M$141M−$57.3M
- Strategy IncMSTR957,332 shares · 1.7% of their software · price −$163M$137M+$236M
- The Trade DeskTTD3,422,016 shares · 1.6% of their software · price −$37.8M$130M+$112M
- Clear Secure, Inc.YOU3,642,417 shares · 1.6% of their software · price +$6.2M$128M−$5.7M
- Paychex, Inc.PAYX1,094,201 shares · 1.5% of their software · price −$16.0M$123M+$100M
- ToastTOST3,453,928 shares · 1.5% of their software · price −$3.5M$123M+$36.3M
- Dave Inc.DAVE499,100 shares · 1.4% of their software · price +$11.0M$111M+$22.5M
- DoximityDOCS2,365,449 shares · 1.3% of their software · price −$68.3M$105M+$13.6M
- JFrogFROG1,634,248 shares · 1.3% of their software · price +$24.7M$102M−$8.7M
- Roper Technologies, Inc.ROP204,700 shares · 1.1% of their software · price −$11.0M$91.1M−$81.3M
- Manhattan AssociatesMANH509,560 shares · 1.1% of their software · price −$16.1M$88.3M−$6.7M
- MorningstarMORN323,770 shares · 0.9% of their software · price −$4.8M$70.4M−$31.8M
- Figma, Inc.FIG1,768,200 shares · 0.8% of their software · price −$25.6M$66.1MNew · +$91.7M
- QualysQLYS480,300 shares · 0.8% of their software$63.8M+$3.3M
- DescartesDSGX672,944 shares · 0.7% of their software · price −$4.4M$59.0M+$17.1M
- KlaviyoKVYO1,763,744 shares · 0.7% of their software · price +$8.4M$57.3M+$2.2M
- DuolingoDUOL315,554 shares · 0.7% of their software · price −$46.2M$55.4M−$72.7M
- Rubrik, Inc.RBRK723,389 shares · 0.7% of their software · price −$4.2M$55.3M−$6.9M
- GoDaddyGDDY435,500 shares · 0.7% of their software · price −$5.6M$54.0M−$44.5M
- Cellebrite DI Ltd.CLBT2,494,939 shares · 0.6% of their software · price −$1.2M$45.0M−$7.5M
- DatadogDDOG312,330 shares · 0.5% of their software · price −$2.0M$42.5M−$56.8M
- DynatraceDT964,400 shares · 0.5% of their software · price −$4.9M$41.8M+$21.9M
- RingCentralRNG1,367,681 shares · 0.5% of their software · price +$739K$39.5M−$5.1M
- WixWIX378,849 shares · 0.5% of their software · price −$27.9M$39.4M−$42.2M
- Radware Ltd.RDWR1,626,026 shares · 0.5% of their software · price −$3.9M$39.2M−$3.7M
- A10 Networks, Inc.ATEN2,134,734 shares · 0.5% of their software · price −$982K$37.8M−$4.6M
- FortinetFTNT464,194 shares · 0.5% of their software · price −$2.2M$36.9M−$50.2M
- PTCPTC205,500 shares · 0.4% of their software · price −$5.9M$35.8MNew · +$41.7M
- WaystarWAY1,072,300 shares · 0.4% of their software · price −$5.5M$35.1M−$895K
- AppFolioAPPF146,520 shares · 0.4% of their software · price −$6.3M$34.1M−$5.0M
- FreshworksFRSH2,554,588 shares · 0.4% of their software · price +$1.2M$31.3M−$5.9M
- AvePointAVPT2,216,953 shares · 0.4% of their software · price −$2.5M$30.8M+$4.1M
- Pagaya Technologies Ltd.PGY1,354,064 shares · 0.4% of their software · price −$11.9M$28.3M+$8.6M
- Tyler TechnologiesTYL57,520 shares · 0.3% of their software · price −$4.0M$26.1M−$15.2M
- CloudflareNET130,400 shares · 0.3% of their software · price −$2.3M$25.7M−$42.5M
- Core Scientific, Inc.CORZ1,730,463 shares · 0.3% of their software · price −$5.8M$25.2M+$3.1M
- Calix, Inc.CALX463,618 shares · 0.3% of their software · price −$3.9M$24.5M+$12.4M
- VeevaVEEV109,640 shares · 0.3% of their software · price −$8.2M$24.5M−$23.3M
- ZscalerZS108,300 shares · 0.3% of their software · price −$8.1M$24.4M+$839K
- WorkivaWK279,040 shares · 0.3% of their software$24.1M−$11.3M
- GuidewireGWRE113,900 shares · 0.3% of their software · price −$3.3M$22.9M−$6.7M
- ServiceTitanTTAN200,600 shares · 0.3% of their software · price +$1.1M$21.4M−$32.0M
- PagerDutyPD1,307,738 shares · 0.2% of their software · price −$4.5M$17.1M−$4.3M
- Payoneer Global Inc.PAYO3,008,607 shares · 0.2% of their software · price −$1.3M$16.9M−$3.4M
- DLocal LimitedDLO1,174,900 shares · 0.2% of their software$16.6M−$1.2M
- LiveRamp Holdings, Inc.RAMP537,699 shares · 0.2% of their software · price +$1.2M$15.8M−$3.5M
- Automatic Data Processing, Inc.ADP57,820 shares · 0.2% of their software · price −$2.1M$14.9M+$15.2M
- Life360, Inc.LIF227,800 shares · 0.2% of their software · price −$9.6M$14.6M+$15.8M
- CourseraCOUR1,968,093 shares · 0.2% of their software · price −$8.6M$14.5MFlat
- DoubleVerifyDV1,259,400 shares · 0.2% of their software · price −$680K$14.4MFlat
- TrimbleTRMB161,044 shares · 0.2% of their software · price −$531K$12.6MNew · +$13.1M
- Adeia Inc.ADEA715,043 shares · 0.2% of their software$12.3M−$1.8M
- TenableTENB523,300 shares · 0.2% of their software · price −$2.9M$12.3M+$8.1M
- AutodeskADSK41,328 shares · 0.2% of their software · price −$895K$12.2M−$53.8M
- BoxBOX391,313 shares · 0.1% of their software · price −$923K$11.7M−$29.1M
- Allot Ltd.ALLT1,119,939 shares · 0.1% of their software · price −$840K$11.0M+$1.1M
- PubMaticPUBM1,219,333 shares · 0.1% of their software · price +$719K$10.8M−$1.1M
- InterDigital, Inc.IDCC32,298 shares · 0.1% of their software · price −$867K$10.3M−$11.5M
- Bandwidth Inc.BAND618,900 shares · 0.1% of their software · price −$755K$9.6M−$500K
- Ooma, Inc.OOMA813,103 shares · 0.1% of their software$9.5M−$668K
- Fiserv, Inc.FISV124,327 shares · 0.1% of their software · price −$7.7M$8.4M−$108M
- Bentley SystemsBSY216,900 shares · 0.1% of their software · price −$2.9M$8.3M−$15.0M
- AkamaiAKAM80,500 shares · 0.1% of their software · price +$925K$7.0M−$9.0M
- Diebold Nixdorf, IncorporatedDBD101,700 shares · 0.1% of their software · price +$1.1M$6.9M−$6.8M
- VeriskVRSK30,180 shares · 0.1% of their software · price −$840K$6.8MNew · +$7.6M
- Paysign, Inc.PAYS1,303,772 shares · 0.1% of their software · price −$1.5M$6.7M+$1.1M
- Riskified Ltd.RSKD1,336,800 shares · 0.1% of their software$6.6MFlat
- Q2QTWO90,600 shares · 0.1% of their software$6.5M+$3.1M
- eGain CorporationEGAN630,819 shares · 0.1% of their software · price +$997K$6.5MFlat
- FastlyFSLY637,454 shares · 0.1% of their software · price +$1.0M$6.5M+$2.3M
- Gen DigitalGEN236,438 shares · 0.1% of their software$6.4M−$22.7M
- Daily Journal CorporationDJCO12,851 shares · 0.1% of their software$6.3MNew · +$6.0M
- FlywireFLYW420,900 shares · 0.1% of their software$6.0M−$1.9M
- Viant Technology Inc.DSP493,800 shares · 0.1% of their software · price +$1.7M$5.9MFlat
- Bakkt, Inc.BKKT562,100 shares · 0.1% of their software · price −$13.3M$5.6MNew · +$18.9M
- BlackBerry LimitedBB1,482,390 shares · 0.1% of their software · price −$1.6M$5.6M−$9.2M
- MNTN, Inc.MNTN459,189 shares · 0.1% of their software · price −$3.0M$5.5M+$6.3M
- SemrushSEMR453,000 shares · 0.1% of their software$5.4M—
- VertexVERX268,800 shares · 0.1% of their software · price −$1.3M$5.4MNew · +$6.7M
- Cognyte Software Ltd.CGNT566,911 shares · 0.1% of their software · price +$567K$5.3M+$504K
- Commerce.com, Inc.CMRC1,188,700 shares · 0.1% of their software · price −$1.0M$4.9MFlat
- Ibotta, Inc.IBTA203,308 shares · 0.1% of their software · price −$1.0M$4.6M+$1.5M
- NetApp, Inc.NTAP43,112 shares · 0.1% of their software$4.6M−$16.1M
- Sprout SocialSPT405,562 shares · 0.1% of their software · price −$669K$4.6M+$3.6M
- Amdocs LimitedDOX55,100 shares · 0.1% of their software$4.4M−$16.8M
- Telos CorporationTLS862,900 shares · 0.1% of their software · price −$1.5M$4.4M+$692K
- Sportradar Group AGSRAD183,400 shares · 0.1% of their software · price −$574K$4.4M+$3.0M
- Mitek Systems, Inc.MITK391,800 shares · 0.1% of their software$4.1M+$787K
- BrazeBRZE119,400 shares · 0.1% of their software · price +$698K$4.1MNew · +$3.4M
- N-ableNABL523,000 shares · 0.0% of their software$3.9M+$945K
- Zeta GlobalZETA191,863 shares · 0.0% of their software$3.9M−$12.7M
- EVERTEC, Inc.EVTC130,938 shares · 0.0% of their software · price −$614K$3.8M−$4.9M
- BackblazeBLZE810,752 shares · 0.0% of their software · price −$3.7M$3.8M+$3.7M
- Consensus Cloud Solutions, Inc.CCSI170,800 shares · 0.0% of their software · price −$1.3M$3.7MFlat
- Digital TurbineAPPS742,300 shares · 0.0% of their software · price −$1.0M$3.7MNew · +$4.8M
- VTEXVTEX954,800 shares · 0.0% of their software · price −$592K$3.6M−$503K
- Xperi Inc.XPER591,383 shares · 0.0% of their software$3.5M−$846K
- F5, Inc.FFIV13,314 shares · 0.0% of their software · price −$904K$3.4M−$43.7M
- DHI Group, Inc.DHX2,187,229 shares · 0.0% of their software · price −$2.7M$3.4M+$729K
- YextYEXT409,200 shares · 0.0% of their software$3.3M−$3.7M
- DomoDOMO386,980 shares · 0.0% of their software$3.3M—
- Tucows Inc.TCX139,851 shares · 0.0% of their software · price +$540K$3.1MFlat
- Via Transportation, Inc.VIA102,200 shares · 0.0% of their software · price −$1.9M$3.0MNew · +$4.9M
- PaymentusPAY92,997 shares · 0.0% of their software$2.9MNew · +$2.8M
- Intellicheck, Inc.IDN436,365 shares · 0.0% of their software · price +$646K$2.9MFlat
- Yalla Group LimitedYALA410,500 shares · 0.0% of their software$2.8MFlat
- SmartRent, Inc.SMRT1,401,600 shares · 0.0% of their software · price +$855K$2.8MFlat
- Remitly Global, Inc.RELY196,447 shares · 0.0% of their software$2.7M−$21.7M
- SimilarwebSMWB361,473 shares · 0.0% of their software · price −$654K$2.7MFlat
- DoceboDCBO115,031 shares · 0.0% of their software · price −$590K$2.6MFlat
- TeradataTDC82,632 shares · 0.0% of their software · price +$738K$2.5M−$15.2M
- Rekor Systems, Inc.REKR1,791,100 shares · 0.0% of their software$2.5MNew · +$2.8M
- PaylocityPCTY15,600 shares · 0.0% of their software$2.4M−$10.8M
- ReposiTrak, Inc.TRAK188,263 shares · 0.0% of their software$2.3MFlat
- BullishBLSH56,333 shares · 0.0% of their software · price −$1.5M$2.1MNew · +$3.6M
- AppianAPPN57,800 shares · 0.0% of their software$2.0MNew · +$1.8M
- Rackspace Technology, Inc.RXT1,790,900 shares · 0.0% of their software · price −$786K$1.7MFlat
- Materialise NVMTLS306,400 shares · 0.0% of their software$1.7MFlat
- Agora, Inc.API378,300 shares · 0.0% of their software$1.5MFlat
- Definitive HealthcareDH527,640 shares · 0.0% of their software · price −$628K$1.5M−$579K
- Netskope, Inc.NTSK84,665 shares · 0.0% of their software$1.5MNew · +$1.9M
- NetSol Technologies, Inc.NTWK480,601 shares · 0.0% of their software · price −$827K$1.5MFlat
- Grindr Inc.GRND100,736 shares · 0.0% of their software$1.4M−$9.4M
- VaronisVRNS40,561 shares · 0.0% of their software · price −$1.0M$1.3M−$9.5M
- Karooooo Ltd.KARO27,587 shares · 0.0% of their software$1.3MFlat
- Rimini Street, Inc.RMNI299,226 shares · 0.0% of their software$1.2MFlat
- Kaltura, Inc.KLTR640,000 shares · 0.0% of their software$1.0MFlat
- Expensify, Inc.EXFY679,600 shares · 0.0% of their software$1.0MFlat
- Duos Technologies Group, Inc.DUOT89,000 shares · 0.0% of their software$1.0MSplit
- Red Violet, Inc.RDVT16,640 shares · 0.0% of their software$948K−$1.1M
- AmplitudeAMPL81,649 shares · 0.0% of their software$945K−$1.0M
- Thryv Holdings, Inc.THRY153,200 shares · 0.0% of their software · price −$921K$927K+$948K
- 8x8EGHT430,395 shares · 0.0% of their software$848K—
- ACI WorldwideACIW17,733 shares · 0.0% of their software$848KNew · +$936K
- Lesaka Technologies, Inc.LSAK159,400 shares · 0.0% of their software$760KFlat
- Veritone, Inc.VERI148,200 shares · 0.0% of their software$689K+$507K
- SuperX AI Technology LimitedSUPX43,210 shares · 0.0% of their software · price −$2.1M$678KNew · +$2.8M
- SoundThinking, Inc.SSTI83,732 shares · 0.0% of their software$672K−$666K
- Research Solutions, Inc.RSSS218,200 shares · 0.0% of their software$642KFlat
- ShopifySHOP3,904 shares · 0.0% of their software$629KNew · +$580K
- Paysafe LimitedPSFE75,489 shares · 0.0% of their software$611K−$1.0M
- Usio, Inc.USIO406,141 shares · 0.0% of their software$552KFlat
- CS Disco, Inc.LAW65,200 shares · 0.0% of their software$506KFlat
- NetScout Systems, Inc.NTCT18,100 shares · 0.0% of their software$490K−$1.4M
- PowerFleet, Inc.AIOT87,736 shares · 0.0% of their software$467KFlat
- LightspeedLSPD30,783 shares · 0.0% of their software$372KNew · Flat
- Airship AI Holdings, Inc.AISP128,375 shares · 0.0% of their software$371KNew · +$664K
- Simulations PlusSLP20,000 shares · 0.0% of their software$365KNew · Flat
- Rapid7RPD23,496 shares · 0.0% of their software$357KNew · Flat
- OracleORCL1,639 shares · 0.0% of their software$323KNew · Flat
- VivoPower PLCVIVO135,058 shares · 0.0% of their software$306KNew · +$608K
- International Money Express, Inc.IMXI19,300 shares · 0.0% of their software$296KNew · Flat
- comScore, Inc.SCOR41,721 shares · 0.0% of their software$271KFlat
- Blaize Holdings, Inc.BZAI134,063 shares · 0.0% of their software$261KFlat
- CertaraCERT29,600 shares · 0.0% of their software$261K−$1.1M
- EverCommerceEVCM20,100 shares · 0.0% of their software$243KFlat
- Inuvo, Inc.INUV91,841 shares · 0.0% of their software$228KFlat
- TON Strategy CompanyTONX109,400 shares · 0.0% of their software · price −$552K$218KNew · +$770K
- Health In Tech, Inc.HIT134,317 shares · 0.0% of their software$214KNew · Flat
- VirTra, Inc.VTSI45,000 shares · 0.0% of their software$189KFlat
- Creative Realities, Inc.CREX68,702 shares · 0.0% of their software$179KFlat
- Marti Technologies, Inc.MRT73,100 shares · 0.0% of their software$173KFlat
- Sabre CorporationSABR114,549 shares · 0.0% of their software$156K−$819K
- Alarum Technologies Ltd.ALAR17,500 shares · 0.0% of their software$150KFlat
- AsanaASAN10,639 shares · 0.0% of their software$146KNew · Flat
- AEye, Inc.LIDR72,000 shares · 0.0% of their software$132KFlat
- Cerence Inc.CRNC11,968 shares · 0.0% of their software$128KNew · Flat
- Bridgeline Digital, Inc.BLIN146,129 shares · 0.0% of their software$121KFlat
- Katapult Holdings, Inc.KPLT17,397 shares · 0.0% of their software$112K−$502K
- AudioEye, Inc.AEYE10,700 shares · 0.0% of their software$107KNew · Flat
- AMTD Digital Inc.HKD83,161 shares · 0.0% of their software$106KFlat
- Freightos LimitedCRGO45,112 shares · 0.0% of their software$103KFlat
- Nerdy Inc.NRDY68,700 shares · 0.0% of their software$71K−$562K
- Beamr Imaging Ltd.BMR41,700 shares · 0.0% of their software$65KFlat
- Sagtec Global LimitedSAGT25,500 shares · 0.0% of their software$53KFlat
- CISO Global Inc.CISO76,200 shares · 0.0% of their software$37KFlat
- Rocket One Inc.RKTO33,848 shares · 0.0% of their software$34KFlat
- Black Titan CorporationBTTC15,841 shares · 0.0% of their software$26KNew · Flat
- Alight, Inc.ALIT13,100 shares · 0.0% of their software$26KNew · Flat
- Versus Systems Inc.VS20,267 shares · 0.0% of their software$25KFlat
- Amesite Inc.AMST11,403 shares · 0.0% of their software$22KNew · Flat
- HeartCore Enterprises, Inc.HTCR20,800 shares · 0.0% of their software$6KNew · Flat