Generalist · New York, NY
Renaissance Technologies
Q1 2026 · compared with Q4 2025
Filed as Renaissance Technologies LLC
- Software
- $6.8B
- Weight of 13F
- 10.7%
- Names
- 209
- Net bought
- +$852M
3,203 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
- PalantirPLTR6,985,926 shares · 15.0% of their software · price −$220M$1.0B−$322M
- VeriSign, Inc.VRSN2,818,151 shares · 10.3% of their software · price +$15.2M$700M+$9.4M
- Strategy IncMSTR2,130,881 shares · 3.4% of their software · price −$57.9M$231M+$178M
- AdobeADBE925,270 shares · 3.3% of their software · price −$98.9M$225M+$70.1M
- ZoomZM2,458,804 shares · 2.9% of their software · price −$14.5M$198M−$53.5M
- DropboxDBX7,721,067 shares · 2.6% of their software · price −$39.2M$175M−$18.2M
- AppLovinAPP436,540 shares · 2.6% of their software · price −$120M$174M+$79.3M
- Clear Secure, Inc.YOU3,352,717 shares · 2.4% of their software · price +$44.7M$162M−$10.2M
- monday.comMNDY2,181,990 shares · 2.2% of their software · price −$171M$151M+$155M
- DocuSignDOCU3,170,061 shares · 2.2% of their software · price −$66.5M$150M+$8.4M
- Automatic Data Processing, Inc.ADP646,820 shares · 1.9% of their software · price −$35.0M$131M+$152M
- Uber Technologies, Inc.UBER1,796,200 shares · 1.9% of their software · price −$17.6M$129M−$19.0M
- ServiceNowNOW1,206,018 shares · 1.9% of their software · price −$58.7M$126M−$19.3M
- The Trade DeskTTD5,440,541 shares · 1.8% of their software · price −$83.1M$123M+$76.6M
- Lyft, Inc.LYFT9,164,632 shares · 1.8% of their software · price −$55.6M$122M−$13.7M
- SynopsysSNPS304,218 shares · 1.8% of their software · price −$22.3M$121MNew · +$143M
- ToastTOST4,321,437 shares · 1.7% of their software · price −$38.9M$115M+$30.8M
- Paychex, Inc.PAYX1,166,201 shares · 1.6% of their software · price −$23.4M$107M+$8.1M
- NutanixNTNX2,724,996 shares · 1.5% of their software · price −$37.3M$104M−$34.1M
- Manhattan AssociatesMANH654,760 shares · 1.3% of their software · price −$26.3M$87.2M+$25.2M
- CommvaultCVLT1,097,663 shares · 1.3% of their software · price −$52.1M$85.5M−$3.4M
- VeriskVRSK440,420 shares · 1.2% of their software · price −$14.9M$83.6M+$91.8M
- MorningstarMORN448,870 shares · 1.1% of their software · price −$21.7M$75.9M+$27.2M
- WorkdayWDAY581,900 shares · 1.1% of their software · price −$49.4M$75.6MNew · +$125M
- Dave Inc.DAVE431,800 shares · 1.1% of their software · price −$20.4M$75.2M−$14.9M
- JFrogFROG1,575,548 shares · 1.1% of their software · price −$24.5M$73.9M−$3.7M
- DoximityDOCS3,059,749 shares · 1.0% of their software · price −$64.2M$71.3M+$30.7M
- AutodeskADSK285,688 shares · 1.0% of their software · price −$16.2M$68.4M+$72.3M
- TrimbleTRMB946,744 shares · 0.9% of their software · price −$12.4M$61.8M+$61.6M
- DuolingoDUOL603,806 shares · 0.9% of their software · price −$46.5M$59.5M+$50.6M
- DescartesDSGX798,844 shares · 0.8% of their software · price −$12.9M$57.2M+$11.0M
- PTCPTC389,100 shares · 0.8% of their software · price −$12.3M$55.4M+$32.0M
- UnityU2,485,597 shares · 0.8% of their software · price −$55.3M$54.5MNew · +$110M
- WixWIX576,049 shares · 0.8% of their software · price −$8.0M$51.9M+$20.5M
- Grab Holdings LimitedGRAB13,314,435 shares · 0.7% of their software · price −$17.7M$48.7MNew · +$66.4M
- GoDaddyGDDY553,300 shares · 0.7% of their software · price −$22.9M$45.7M+$14.6M
- RingCentralRNG1,212,681 shares · 0.7% of their software · price +$10.1M$45.1M−$4.5M
- CadenceCDNS160,520 shares · 0.7% of their software · price −$5.6M$44.6MNew · +$50.2M
- QualysQLYS497,600 shares · 0.6% of their software · price −$22.4M$43.7M+$2.3M
- HubSpotHUBS169,740 shares · 0.6% of their software · price −$26.7M$41.4MNew · +$68.1M
- A10 Networks, Inc.ATEN1,784,987 shares · 0.6% of their software · price +$9.7M$41.3M−$6.2M
- Cellebrite DI Ltd.CLBT2,860,639 shares · 0.6% of their software · price −$12.2M$39.4M+$6.6M
- Fiserv, Inc.FISV668,227 shares · 0.5% of their software · price −$7.6M$37.3M+$36.5M
- FreshworksFRSH4,576,000 shares · 0.5% of their software · price −$19.3M$36.7M+$24.8M
- Radware Ltd.RDWR1,388,231 shares · 0.5% of their software · price +$3.1M$36.5M−$5.7M
- AppFolioAPPF227,280 shares · 0.5% of their software · price −$17.0M$35.9M+$18.8M
- DatadogDDOG291,948 shares · 0.5% of their software · price −$5.2M$34.5M−$2.8M
- MongoDBMDB140,780 shares · 0.5% of their software · price −$24.6M$34.5MNew · +$59.1M
- Check PointCHKP239,208 shares · 0.5% of their software · price −$10.2M$34.2MNew · +$44.4M
- AtlassianTEAM495,224 shares · 0.5% of their software · price −$46.5M$33.8M−$68.3M
- ZscalerZS230,460 shares · 0.5% of their software · price −$19.5M$32.3M+$27.5M
- KlaviyoKVYO1,640,844 shares · 0.5% of their software · price −$21.3M$31.9M−$4.0M
- Core Scientific, Inc.CORZ2,132,263 shares · 0.5% of their software · price +$853K$31.9M+$5.9M
- Calix, Inc.CALX543,418 shares · 0.4% of their software · price −$2.1M$26.6M+$4.2M
- PaylocityPCTY235,000 shares · 0.4% of their software · price −$10.4M$25.4M+$33.5M
- AvePointAVPT2,580,153 shares · 0.4% of their software · price −$11.3M$24.5M+$5.0M
- TenableTENB1,260,100 shares · 0.3% of their software · price −$8.3M$21.3M+$17.3M
- DynatraceDT574,400 shares · 0.3% of their software · price −$3.7M$21.2M−$16.9M
- InterDigital, Inc.IDCC66,098 shares · 0.3% of their software · price −$1.1M$20.0M+$10.8M
- Gen DigitalGEN1,044,438 shares · 0.3% of their software · price −$8.7M$19.7M+$22.0M
- Amdocs LimitedDOX291,800 shares · 0.3% of their software · price −$4.4M$19.0M+$19.1M
- Rubrik, Inc.RBRK377,489 shares · 0.3% of their software · price −$10.4M$18.5M−$26.5M
- Bentley SystemsBSY487,100 shares · 0.3% of their software · price −$1.5M$17.1M+$10.3M
- GitLabGTLB742,800 shares · 0.2% of their software · price −$11.8M$16.1MNew · +$27.9M
- Adeia Inc.ADEA640,343 shares · 0.2% of their software · price +$4.3M$15.4M−$1.3M
- Chime Financial, Inc.CHYM818,700 shares · 0.2% of their software · price −$5.3M$15.3MNew · +$20.6M
- FastlyFSLY518,354 shares · 0.2% of their software · price +$9.8M$15.1M−$1.2M
- ACI WorldwideACIW350,333 shares · 0.2% of their software · price −$2.4M$14.4M+$15.9M
- LiveRamp Holdings, Inc.RAMP523,699 shares · 0.2% of their software · price −$1.5M$13.9MFlat
- Figma, Inc.FIG634,500 shares · 0.2% of their software · price −$10.3M$13.4M−$42.4M
- Ooma, Inc.OOMA912,203 shares · 0.2% of their software · price +$2.6M$13.3M+$1.2M
- PubMaticPUBM1,540,533 shares · 0.2% of their software · price −$1.1M$12.6M+$2.8M
- WorkivaWK209,140 shares · 0.2% of their software · price −$5.6M$12.5M−$6.0M
- Payoneer Global Inc.PAYO2,432,300 shares · 0.2% of their software · price −$1.9M$11.7M−$3.2M
- Full Truck Alliance Co. Ltd.YMM1,396,629 shares · 0.2% of their software · price −$3.4M$11.6MNew · +$15.0M
- Bandwidth Inc.BAND644,981 shares · 0.2% of their software · price +$1.5M$11.5MFlat
- BlackBerry LimitedBB3,545,543 shares · 0.2% of their software · price −$2.0M$11.5M+$7.8M
- Pagaya Technologies Ltd.PGY983,585 shares · 0.2% of their software · price −$9.1M$11.5M−$7.7M
- FlywireFLYW887,200 shares · 0.2% of their software · price −$2.2M$10.3M+$6.6M
- WaystarWAY423,200 shares · 0.2% of their software · price −$3.7M$10.2M−$21.3M
- Q2QTWO213,900 shares · 0.1% of their software · price −$5.3M$10.1M+$8.9M
- DLocal LimitedDLO774,342 shares · 0.1% of their software · price −$906K$10.0M−$5.7M
- Paysign, Inc.PAYS1,531,072 shares · 0.1% of their software · price +$1.1M$9.0M+$1.2M
- Global-EGLBE275,900 shares · 0.1% of their software · price −$2.3M$8.5MNew · +$10.8M
- VaronisVRNS384,625 shares · 0.1% of their software · price −$4.4M$8.3M+$11.3M
- Tyler TechnologiesTYL23,600 shares · 0.1% of their software · price −$2.6M$8.1M−$15.4M
- CourseraCOUR1,385,193 shares · 0.1% of their software · price −$2.1M$8.1M−$4.3M
- DoubleVerifyDV797,300 shares · 0.1% of their software · price −$1.5M$7.6M−$5.3M
- Ibotta, Inc.IBTA239,300 shares · 0.1% of their software · price +$1.7M$7.2M+$818K
- eGain CorporationEGAN838,425 shares · 0.1% of their software · price −$2.0M$6.6M+$2.1M
- Allot Ltd.ALLT985,098 shares · 0.1% of their software · price −$3.1M$6.6M−$1.3M
- TwilioTWLO52,000 shares · 0.1% of their software · price −$854K$6.5MNew · +$7.4M
- Daily Journal CorporationDJCO13,371 shares · 0.1% of their software$6.4MFlat
- TeradataTDC234,200 shares · 0.1% of their software · price −$1.1M$6.0M+$4.6M
- Life360, Inc.LIF144,300 shares · 0.1% of their software · price −$3.4M$5.9M−$5.4M
- Mitek Systems, Inc.MITK430,593 shares · 0.1% of their software · price +$1.3M$5.8MFlat
- MNTN, Inc.MNTN646,217 shares · 0.1% of their software · price −$2.0M$5.7M+$2.2M
- BullishBLSH156,833 shares · 0.1% of their software$5.6M+$3.8M
- Diebold Nixdorf, IncorporatedDBD73,800 shares · 0.1% of their software · price +$557K$5.6M−$1.9M
- SPS CommerceSPSC99,360 shares · 0.1% of their software · price −$3.3M$5.5MNew · +$8.9M
- PAR Technology CorporationPAR413,200 shares · 0.1% of their software · price −$9.5M$5.5MNew · +$15.0M
- Riskified Ltd.RSKD1,358,900 shares · 0.1% of their software · price −$1.4M$5.3MFlat
- NICENICE47,544 shares · 0.1% of their software$5.2MNew · +$5.4M
- SailPointSAIL393,800 shares · 0.1% of their software · price −$2.8M$5.2MNew · +$8.0M
- DHI Group, Inc.DHX1,801,329 shares · 0.1% of their software · price +$2.3M$5.1M−$598K
- FortinetFTNT61,394 shares · 0.1% of their software$5.0M−$32.0M
- Viant Technology Inc.DSP441,800 shares · 0.1% of their software$4.9M−$626K
- Via Transportation, Inc.VIA329,500 shares · 0.1% of their software · price −$4.6M$4.9M+$6.6M
- PagerDutyPD778,838 shares · 0.1% of their software · price −$5.4M$4.8M−$6.9M
- PowerFleet, Inc.AIOT1,530,725 shares · 0.1% of their software · price −$3.4M$4.7M+$7.7M
- Telos CorporationTLS1,118,914 shares · 0.1% of their software · price −$1.0M$4.7M+$1.3M
- Cognyte Software Ltd.CGNT517,377 shares · 0.1% of their software · price −$673K$4.2MFlat
- Sprout SocialSPT727,762 shares · 0.1% of their software · price −$4.1M$4.1M+$3.6M
- N-ableNABL880,500 shares · 0.1% of their software · price −$2.5M$4.1M+$2.7M
- BackblazeBLZE1,172,657 shares · 0.1% of their software · price −$1.4M$4.0M+$1.7M
- Navan, Inc.NAVN300,417 shares · 0.1% of their software · price −$1.2M$4.0MNew · +$5.1M
- Red Violet, Inc.RDVT113,450 shares · 0.1% of their software · price −$2.5M$3.9M+$5.5M
- LightspeedLSPD406,783 shares · 0.1% of their software · price −$1.3M$3.6M+$4.5M
- GigaCloud Technology Inc.GCT78,809 shares · 0.1% of their software$3.6MNew · +$3.1M
- NCR Atleos CorporationNATL81,500 shares · 0.1% of their software$3.6MNew · +$3.1M
- MicrosoftMSFT9,485 shares · 0.1% of their software · price −$1.1M$3.5M−$328M
- Alight, Inc.ALIT6,018,948 shares · 0.1% of their software · price −$8.2M$3.5M+$11.7M
- VertexVERX290,500 shares · 0.1% of their software · price −$2.3M$3.5MFlat
- Intellicheck, Inc.IDN485,835 shares · 0.0% of their software$3.4MFlat
- Commerce.com, Inc.CMRC1,252,100 shares · 0.0% of their software · price −$1.8M$3.3MFlat
- Bakkt, Inc.BKKT441,100 shares · 0.0% of their software · price −$1.2M$3.2M−$1.2M
- Xperi Inc.XPER550,183 shares · 0.0% of their software$3.1MFlat
- VTEXVTEX713,900 shares · 0.0% of their software$2.9M−$906K
- EVERTEC, Inc.EVTC92,238 shares · 0.0% of their software$2.6M−$1.1M
- Blaize Holdings, Inc.BZAI1,404,159 shares · 0.0% of their software$2.6M+$2.5M
- AEye, Inc.LIDR1,394,472 shares · 0.0% of their software$2.5M+$2.4M
- Yalla Group LimitedYALA377,500 shares · 0.0% of their software$2.4MFlat
- Tucows Inc.TCX135,851 shares · 0.0% of their software · price −$715K$2.3MFlat
- Simulations PlusSLP181,500 shares · 0.0% of their software · price −$1.2M$2.1M+$2.9M
- Infleqtion, Inc.INFQ217,300 shares · 0.0% of their software$2.1MNew · +$2.1M
- PaymentusPAY83,097 shares · 0.0% of their software · price −$514K$2.1MFlat
- Bitdeer Technologies GroupBTDR236,753 shares · 0.0% of their software · price −$606K$2.0MNew · +$2.7M
- CertaraCERT354,500 shares · 0.0% of their software · price −$1.1M$2.0M+$2.9M
- Rackspace Technology, Inc.RXT2,041,600 shares · 0.0% of their software$2.0MFlat
- SimilarwebSMWB739,673 shares · 0.0% of their software · price −$3.6M$1.9M+$2.8M
- Rekor Systems, Inc.REKR2,349,644 shares · 0.0% of their software · price −$1.3M$1.9M+$771K
- Consensus Cloud Solutions, Inc.CCSI80,451 shares · 0.0% of their software$1.9M−$2.0M
- DoceboDCBO108,031 shares · 0.0% of their software · price −$511K$1.9MFlat
- ReposiTrak, Inc.TRAK243,963 shares · 0.0% of their software · price −$1.2M$1.9M+$689K
- Duos Technologies Group, Inc.DUOT264,415 shares · 0.0% of their software · price −$1.2M$1.8M+$2.0M
- Agora, Inc.API496,129 shares · 0.0% of their software$1.8MFlat
- SmartRent, Inc.SMRT1,135,900 shares · 0.0% of their software · price −$591K$1.7M−$537K
- Wealthfront CorporationWLTH175,370 shares · 0.0% of their software · price −$761K$1.6MNew · +$2.4M
- NetSol Technologies, Inc.NTWK463,801 shares · 0.0% of their software$1.6MFlat
- Materialise NVMTLS304,700 shares · 0.0% of their software$1.5MFlat
- BoxBOX61,308 shares · 0.0% of their software$1.4M−$9.9M
- Karooooo Ltd.KARO27,987 shares · 0.0% of their software$1.4MFlat
- BlackbaudBLKB34,997 shares · 0.0% of their software · price −$865K$1.4MNew · +$2.2M
- Upbound Group, Inc.UPBD63,900 shares · 0.0% of their software$1.2MNew · +$1.1M
- Lesaka Technologies, Inc.LSAK185,900 shares · 0.0% of their software$946KFlat
- Rimini Street, Inc.RMNI286,526 shares · 0.0% of their software$940KFlat
- C3.aiAI110,900 shares · 0.0% of their software · price −$561K$934KNew · +$1.5M
- PagSeguro Digital Ltd.PAGS88,157 shares · 0.0% of their software$883KNew · +$850K
- Rapid7RPD149,196 shares · 0.0% of their software · price −$1.4M$822K+$1.9M
- Digital TurbineAPPS282,800 shares · 0.0% of their software · price −$600K$814K−$2.3M
- Kaltura, Inc.KLTR654,300 shares · 0.0% of their software$798KFlat
- AudioEye, Inc.AEYE125,300 shares · 0.0% of their software$798K+$1.1M
- 8x8EGHT462,495 shares · 0.0% of their software$768KFlat
- WeRide Inc.WRD82,000 shares · 0.0% of their software$663KNew · +$712K
- Expensify, Inc.EXFY725,000 shares · 0.0% of their software$631KFlat
- Definitive HealthcareDH511,140 shares · 0.0% of their software · price −$838K$629KFlat
- AsanaASAN93,939 shares · 0.0% of their software · price −$687K$601K+$1.1M
- Arqit Quantum Inc.ARQQ41,400 shares · 0.0% of their software$549KNew · +$906K
- Xunlei LimitedXNET89,300 shares · 0.0% of their software$497KNew · +$633K
- Paysafe LimitedPSFE70,194 shares · 0.0% of their software$478KFlat
- ePlus inc.PLUS6,300 shares · 0.0% of their software$474KNew · +$553K
- Remitly Global, Inc.RELY30,000 shares · 0.0% of their software$470K−$2.3M
- SuperX AI Technology LimitedSUPX57,400 shares · 0.0% of their software$459KFlat
- Usio, Inc.USIO400,741 shares · 0.0% of their software$457KFlat
- SoundThinking, Inc.SSTI65,332 shares · 0.0% of their software$432KFlat
- Research Solutions, Inc.RSSS176,900 shares · 0.0% of their software$400KFlat
- International Money Express, Inc.IMXI24,300 shares · 0.0% of their software$384KFlat
- NIQ Global Intelligence plcNIQ32,500 shares · 0.0% of their software$370KNew · +$536K
- OneSpan Inc.OSPN33,829 shares · 0.0% of their software$356KNew · Flat
- StoneCo Ltd.STNE24,163 shares · 0.0% of their software$342KNew · Flat
- CS Disco, Inc.LAW84,244 shares · 0.0% of their software$322KFlat
- AmplitudeAMPL47,031 shares · 0.0% of their software$321KFlat
- Thryv Holdings, Inc.THRY115,113 shares · 0.0% of their software$315KFlat
- WEX Inc.WEX1,900 shares · 0.0% of their software$291KNew · Flat
- comScore, Inc.SCOR40,921 shares · 0.0% of their software$284KFlat
- Health CatalystHCAT217,069 shares · 0.0% of their software$276KNew · +$519K
- Silvaco Group, Inc.SVCO37,600 shares · 0.0% of their software$266KNew · Flat
- Creative Realities, Inc.CREX68,502 shares · 0.0% of their software$236KFlat
- Grindr Inc.GRND16,736 shares · 0.0% of their software$202K−$1.1M
- SprinklrCXM33,600 shares · 0.0% of their software$202KNew · Flat
- Cerence Inc.CRNC31,868 shares · 0.0% of their software$201KFlat
- Inuvo, Inc.INUV89,241 shares · 0.0% of their software$185KFlat
- VirTra, Inc.VTSI45,100 shares · 0.0% of their software$167KFlat
- YextYEXT42,800 shares · 0.0% of their software$164K−$3.0M
- Veritone, Inc.VERI79,600 shares · 0.0% of their software$157KFlat
- Sabre CorporationSABR106,200 shares · 0.0% of their software$154KFlat
- AMTD Digital Inc.HKD91,800 shares · 0.0% of their software$143KFlat
- Bridgeline Digital, Inc.BLIN158,729 shares · 0.0% of their software$127KFlat
- Katapult Holdings, Inc.KPLT16,997 shares · 0.0% of their software$120KFlat
- Priority Technology Holdings, Inc.PRTH22,600 shares · 0.0% of their software$107KNew · Flat
- Marti Technologies, Inc.MRT40,200 shares · 0.0% of their software$80KFlat
- Alarum Technologies Ltd.ALAR13,400 shares · 0.0% of their software$80KFlat
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