Generalist · San Antonio, TX
Victory Capital Management
Q1 2018 · compared with Q4 2017
Filed as Victory Capital Management INC
- Software
- $1.7B
- Weight of 13F
- 3.9%
- Names
- 56
- Net bought
- −$59.9M
Filed 4 May 2018 · SEC filing.
1,762 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.EEFT2,363,148 shares · 10.7% of their software · price −$12.6M$187M−$29.5M
- Roper Technologies, Inc.ROP447,139 shares · 7.2% of their software · price +$9.7M$126M−$6.5M
- RingCentralRNG1,658,597 shares · 6.1% of their software · price +$25.0M$105M−$9.7M
- SynopsysSNPS1,199,246 shares · 5.7% of their software · price −$2.4M$99.8M−$25.5M
- WEX Inc.WEX560,189 shares · 5.0% of their software · price +$8.6M$87.7M+$36.9M
- MicrosoftMSFT938,060 shares · 4.9% of their software · price +$5.4M$85.6M−$11.7M
- PTCPTC1,093,761 shares · 4.9% of their software · price +$18.9M$85.3M−$3.5M
- GoDaddyGDDY1,376,140 shares · 4.9% of their software · price +$15.3M$84.5M−$11.9M
- NICENICE831,077 shares · 4.5% of their software · price +$1.7M$78.1MFlat
- WixWIX904,220 shares · 4.1% of their software · price +$19.9M$71.9M−$2.6M
- ServiceNowNOW384,636 shares · 3.7% of their software · price +$13.5M$63.6M−$14.3M
- VeriskVRSK607,828 shares · 3.6% of their software · price +$4.9M$63.2M−$2.6M
- Tyler TechnologiesTYL279,547 shares · 3.4% of their software · price +$9.5M$59.0M−$2.2M
- SS&CSSNC1,094,440 shares · 3.4% of their software · price +$14.4M$58.7M+$2.1M
- Fair IsaacFICO279,095 shares · 2.7% of their software · price +$4.5M$47.3M+$7.1M
- CommvaultCVLT825,011 shares · 2.7% of their software · price +$3.9M$47.2MFlat
- TeradataTDC1,133,511 shares · 2.6% of their software · price +$1.4M$45.0M−$756K
- Strategy IncMSTR344,301 shares · 2.6% of their software · price −$795K$44.4M+$24.5M
- Palo Alto NetworksPANW236,661 shares · 2.5% of their software · price +$8.7M$43.0M−$2.2M
- Q2QTWO645,730 shares · 1.7% of their software · price +$5.6M$29.4M+$3.8M
- HubSpotHUBS254,990 shares · 1.6% of their software · price +$5.1M$27.6M+$7.4M
- VeevaVEEV343,889 shares · 1.4% of their software · price +$6.1M$25.1M−$2.8M
- SalesforceCRM192,987 shares · 1.3% of their software · price +$2.7M$22.4M+$946K
- PaycomPAYC202,942 shares · 1.3% of their software · price +$5.5M$21.8M−$9.1M
- TrimbleTRMB502,910 shares · 1.0% of their software · price −$2.4M$18.0M−$3.0M
- DropboxDBX568,801 shares · 1.0% of their software$17.8MNew · +$17.8M
- AdobeADBE81,067 shares · 1.0% of their software · price +$3.3M$17.5M−$1.6M
- Paychex, Inc.PAYX210,499 shares · 0.7% of their software · price −$1.4M$13.0M+$1.1M
- Block, Inc.XYZ251,180 shares · 0.7% of their software · price +$3.6M$12.4M−$5.7M
- NetScout Systems, Inc.NTCT298,400 shares · 0.5% of their software · price −$1.2M$7.9MFlat
- Amdocs LimitedDOX70,862 shares · 0.3% of their software$4.7M+$787K
- OracleORCL101,660 shares · 0.3% of their software$4.7M−$10.4M
- BroadridgeBR38,829 shares · 0.2% of their software · price +$742K$4.3MFlat
- Fiserv, Inc.FISV59,074 shares · 0.2% of their software · price −$3.5M$4.2MSplit
- Automatic Data Processing, Inc.ADP34,113 shares · 0.2% of their software$3.9M+$923K
- VeriSign, Inc.VRSN30,724 shares · 0.2% of their software$3.6MFlat
- CoStarCSGP9,168 shares · 0.2% of their software · price +$603K$3.3MFlat
- FactSetFDS14,952 shares · 0.2% of their software$3.0MFlat
- F5, Inc.FFIV18,317 shares · 0.2% of their software$2.6MFlat
- BlackbaudBLKB22,734 shares · 0.1% of their software$2.3MNew · +$2.1M
- AkamaiAKAM31,304 shares · 0.1% of their software$2.2MFlat
- Calix, Inc.CALX239,712 shares · 0.1% of their software$1.6MFlat
- Check PointCHKP8,802 shares · 0.1% of their software$874KFlat
- InterDigital, Inc.IDCC10,956 shares · 0.0% of their software$806K+$629K
- IntuitINTU3,756 shares · 0.0% of their software$651KFlat
- AutodeskADSK3,401 shares · 0.0% of their software$427KFlat
- NetApp, Inc.NTAP4,136 shares · 0.0% of their software$255K−$5.7M
- QualysQLYS3,363 shares · 0.0% of their software$245KFlat
- AppFolioAPPF5,588 shares · 0.0% of their software$228KNew · Flat
- Alarm.com Holdings, Inc.ALRM6,024 shares · 0.0% of their software$227KFlat
- Manhattan AssociatesMANH4,856 shares · 0.0% of their software$203KFlat
- ePlus inc.PLUS2,513 shares · 0.0% of their software$195KFlat
- CadenceCDNS4,367 shares · 0.0% of their software$161K−$2.1M
- The Trade DeskTTD2,617 shares · 0.0% of their software$130K−$1.0M
- BoxBOX3,362 shares · 0.0% of their software$69KFlat
- PDF Solutions, Inc.PDFS1,078 shares · 0.0% of their software$13KFlat