Generalist · San Antonio, TX
Victory Capital Management
Q4 2017 · compared with Q3 2017
Filed as Victory Capital Management INC
- Software
- $1.6B
- Weight of 13F
- 3.5%
- Names
- 56
- Net bought
- +$108M
Filed 1 February 2018 · SEC filing.
1,773 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 2026183 names$15.4B+$1.2B
- Q1 2026182 names$13.5B+$618M
- Q4 2025183 names$16.7B+$2.5B
- Q3 2025182 names$17.5B+$1.2B
- Q2 2025177 names$16.9B+$6.5B
- Q1 2025174 names$7.1B+$303M
- Q4 2024170 names$7.5B+$386M
- Q3 2024165 names$6.9B−$10.4M
- Q2 2024164 names$6.9B+$497M
- Q1 2024161 names$6.3B+$209M
- Q4 2023163 names$5.7B+$153M
- Q3 2023160 names$4.7B−$78.6M
- Q2 2023157 names$5.0B−$76.2M
- Q1 2023159 names$4.5B−$469M
- Q4 2022153 names$4.5B−$178M
- Q3 2022156 names$4.4B+$345M
- Q2 2022148 names$4.8B+$33.4M
- Q1 2022147 names$5.6B−$190M
- Q4 2021153 names$6.9B−$495M
- Q3 2021150 names$7.1B+$83.1M
- Q2 2021140 names$7.0B+$1.6B
- Q1 2021133 names$6.6B+$272M
- Q4 2020121 names$6.8B−$126M
- Q3 2020114 names$6.0B−$119M
- Q2 2020108 names$5.6B−$232M
- Q1 2020127 names$4.3B−$299M
- Q4 2019127 names$5.4B−$248M
- Q3 2019120 names$4.8B+$2.4B
- Q2 201961 names$2.6B+$59.7M
- Q1 201963 names$2.3B−$21.8M
- Q4 201860 names$1.8B−$35.0M
- Q3 201856 names$2.1B+$30.2M
- Q2 201857 names$1.8B−$80.7M
- Q1 201856 names$1.7B−$59.9M
- Q4 201756 names$1.6B+$108M
- Q3 201753 names$1.5B−$36.1M
- Q2 201753 names$1.4B−$132M
- Q1 201752 names$1.4B−$96.6M
- Q4 201652 names$1.4B+$109M
- Q3 201650 names$1.3B+$488M
- Q2 201642 names$632M—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- Euronet Worldwide, Inc.EEFT2,712,984 shares · 14.1% of their software · price −$28.5M$229M+$27.8M
- SynopsysSNPS1,498,254 shares · 7.9% of their software · price +$7.1M$128M−$8.7M
- Roper Technologies, Inc.ROP472,215 shares · 7.5% of their software · price +$7.4M$122M−$5.3M
- MicrosoftMSFT1,075,134 shares · 5.7% of their software · price +$11.9M$92.0M+$3.3M
- RingCentralRNG1,858,432 shares · 5.6% of their software · price +$12.4M$89.9M−$14.9M
- GoDaddyGDDY1,612,603 shares · 5.0% of their software · price +$10.9M$81.1MFlat
- NICENICE831,357 shares · 4.7% of their software · price +$8.8M$76.4M+$7.3M
- PTCPTC1,151,769 shares · 4.3% of their software · price +$5.2M$70.0M−$5.1M
- ServiceNowNOW494,013 shares · 4.0% of their software · price +$6.4M$64.4MFlat
- VeriskVRSK635,022 shares · 3.8% of their software · price +$8.1M$61.0M+$50.3M
- WixWIX948,740 shares · 3.4% of their software · price −$13.6M$54.6M+$1.5M
- Tyler TechnologiesTYL291,743 shares · 3.2% of their software · price +$796K$51.7M+$35.0M
- TeradataTDC1,153,178 shares · 2.7% of their software · price +$5.4M$44.4M+$5.9M
- CommvaultCVLT819,388 shares · 2.7% of their software · price −$6.8M$43.0M+$8.7M
- WEX Inc.WEX299,000 shares · 2.6% of their software · price +$8.7M$42.2M−$763K
- SS&CSSNC1,041,908 shares · 2.6% of their software$42.2M−$7.6M
- Palo Alto NetworksPANW251,838 shares · 2.3% of their software$36.5M−$2.6M
- Fair IsaacFICO232,730 shares · 2.2% of their software · price +$3.0M$35.7M−$1.3M
- PaycomPAYC316,174 shares · 1.6% of their software · price +$1.7M$25.4M−$4.4M
- TrimbleTRMB577,372 shares · 1.4% of their software · price +$803K$23.5M+$1.4M
- VeevaVEEV395,224 shares · 1.3% of their software$21.8M−$2.5M
- Strategy IncMSTR157,588 shares · 1.3% of their software · price +$566K$20.7M+$1.5M
- Q2QTWO541,855 shares · 1.2% of their software · price −$2.6M$20.0MNew · +$22.6M
- SalesforceCRM183,731 shares · 1.2% of their software · price +$1.6M$18.8M−$3.8M
- AdobeADBE89,990 shares · 1.0% of their software · price +$2.3M$15.8MFlat
- OracleORCL321,316 shares · 0.9% of their software$15.2M−$512K
- HubSpotHUBS170,760 shares · 0.9% of their software · price +$743K$15.1MNew · +$14.4M
- Block, Inc.XYZ414,410 shares · 0.9% of their software · price +$2.4M$14.4M−$20.2M
- Paychex, Inc.PAYX194,139 shares · 0.8% of their software · price +$1.6M$13.2M+$1.1M
- NetScout Systems, Inc.NTCT298,400 shares · 0.6% of their software · price −$567K$9.1MFlat
- NetApp, Inc.NTAP106,968 shares · 0.4% of their software · price +$1.2M$5.9M+$730K
- Fiserv, Inc.FISV29,661 shares · 0.2% of their software$3.9MFlat
- Amdocs LimitedDOX58,844 shares · 0.2% of their software$3.9MFlat
- VeriSign, Inc.VRSN30,533 shares · 0.2% of their software$3.5MFlat
- BroadridgeBR36,042 shares · 0.2% of their software$3.3MFlat
- FactSetFDS16,837 shares · 0.2% of their software$3.2MFlat
- Automatic Data Processing, Inc.ADP26,239 shares · 0.2% of their software$3.1MFlat
- CoStarCSGP7,883 shares · 0.1% of their software$2.3MFlat
- CadenceCDNS53,974 shares · 0.1% of their software$2.3MFlat
- F5, Inc.FFIV16,033 shares · 0.1% of their software$2.1MFlat
- FortinetFTNT40,870 shares · 0.1% of their software$1.8MFlat
- AkamaiAKAM25,866 shares · 0.1% of their software$1.7MFlat
- Calix, Inc.CALX251,912 shares · 0.1% of their software$1.5MNew · +$1.3M
- OktaOKTA52,780 shares · 0.1% of their software$1.4MFlat
- The Trade DeskTTD24,944 shares · 0.1% of their software$1.1MFlat
- Check PointCHKP8,319 shares · 0.1% of their software$862KFlat
- IntuitINTU3,839 shares · 0.0% of their software$606KFlat
- AutodeskADSK3,464 shares · 0.0% of their software$363KFlat
- ePlus inc.PLUS3,006 shares · 0.0% of their software$226KFlat
- Manhattan AssociatesMANH4,423 shares · 0.0% of their software$219KFlat
- QualysQLYS3,565 shares · 0.0% of their software$212KFlat
- InterDigital, Inc.IDCC2,694 shares · 0.0% of their software$205KFlat
- Alarm.com Holdings, Inc.ALRM4,690 shares · 0.0% of their software$177KFlat
- PDF Solutions, Inc.PDFS9,624 shares · 0.0% of their software$151KFlat
- SPS CommerceSPSC2,685 shares · 0.0% of their software$130KFlat
- BoxBOX1,971 shares · 0.0% of their software$42KNew · Flat