Generalist · San Antonio, TX
Victory Capital Management
Q2 2018 · compared with Q1 2018
Filed as Victory Capital Management INC
- Software
- $1.8B
- Weight of 13F
- 3.9%
- Names
- 57
- Net bought
- −$80.7M
Filed 2 August 2018 · SEC filing.
1,776 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.EEFT2,624,308 shares · 12.2% of their software · price +$12.7M$220M+$20.6M
- WixWIX1,193,410 shares · 6.6% of their software · price +$24.8M$120M+$23.0M
- RingCentralRNG1,585,687 shares · 6.2% of their software · price +$10.9M$112M−$4.6M
- Roper Technologies, Inc.ROP377,463 shares · 5.8% of their software · price −$1.8M$104M−$19.6M
- SynopsysSNPS1,197,691 shares · 5.7% of their software · price +$2.8M$102MFlat
- PTCPTC1,030,386 shares · 5.3% of their software · price +$16.3M$96.7M−$4.9M
- WEX Inc.WEX500,183 shares · 5.3% of their software · price +$16.9M$95.3M−$9.4M
- GoDaddyGDDY1,274,687 shares · 5.0% of their software · price +$11.7M$90.0M−$6.2M
- MicrosoftMSFT843,952 shares · 4.6% of their software · price +$6.2M$83.2M−$8.6M
- NICENICE760,734 shares · 4.4% of their software · price +$7.5M$78.9M−$6.6M
- VeriskVRSK596,027 shares · 3.6% of their software · price +$2.2M$64.2M−$1.2M
- Tyler TechnologiesTYL273,519 shares · 3.4% of their software · price +$3.0M$60.7M−$1.3M
- SS&CSSNC1,081,325 shares · 3.1% of their software · price −$1.9M$56.1M−$703K
- ServiceNowNOW318,060 shares · 3.0% of their software · price +$2.2M$54.9M−$11.0M
- TrimbleTRMB1,436,710 shares · 2.6% of their software · price −$4.4M$47.2M+$33.5M
- Palo Alto NetworksPANW223,651 shares · 2.5% of their software · price +$5.4M$46.0M−$2.4M
- Fair IsaacFICO217,307 shares · 2.3% of their software · price +$5.2M$42.0M−$10.5M
- Strategy IncMSTR267,600 shares · 1.9% of their software$34.2M−$9.9M
- HubSpotHUBS250,450 shares · 1.7% of their software · price +$4.3M$31.4MFlat
- CommvaultCVLT465,638 shares · 1.7% of their software · price +$4.0M$30.7M−$20.6M
- Q2QTWO482,975 shares · 1.5% of their software · price +$5.6M$27.6M−$7.4M
- VeevaVEEV346,675 shares · 1.5% of their software · price +$1.3M$26.6MFlat
- SalesforceCRM190,765 shares · 1.4% of their software · price +$3.8M$26.0MFlat
- PaycomPAYC205,715 shares · 1.1% of their software · price −$1.8M$20.3MFlat
- AdobeADBE81,573 shares · 1.1% of their software · price +$2.3M$19.9MFlat
- DropboxDBX574,901 shares · 1.0% of their software · price +$673K$18.6MFlat
- TeradataTDC382,950 shares · 0.9% of their software$15.4M−$29.8M
- Block, Inc.XYZ239,220 shares · 0.8% of their software · price +$3.0M$14.7M−$588K
- Paychex, Inc.PAYX211,153 shares · 0.8% of their software · price +$1.4M$14.4MFlat
- BroadridgeBR47,002 shares · 0.3% of their software$5.4M+$896K
- Amdocs LimitedDOX80,260 shares · 0.3% of their software$5.3M+$627K
- Automatic Data Processing, Inc.ADP37,110 shares · 0.3% of their software · price +$767K$5.0MFlat
- Fiserv, Inc.FISV65,934 shares · 0.3% of their software$4.9MFlat
- OracleORCL108,006 shares · 0.3% of their software$4.8MFlat
- VeriSign, Inc.VRSN34,617 shares · 0.3% of their software · price +$653K$4.8MFlat
- CoStarCSGP10,419 shares · 0.2% of their software · price +$520K$4.3MFlat
- F5, Inc.FFIV20,646 shares · 0.2% of their software · price +$575K$3.6MFlat
- FactSetFDS16,657 shares · 0.2% of their software$3.3MFlat
- BlackbaudBLKB25,781 shares · 0.1% of their software$2.6MFlat
- AkamaiAKAM35,079 shares · 0.1% of their software$2.6MFlat
- Calix, Inc.CALX239,712 shares · 0.1% of their software$1.9MFlat
- IntuitINTU4,744 shares · 0.1% of their software$969KFlat
- InterDigital, Inc.IDCC11,177 shares · 0.1% of their software$904KFlat
- i3 Verticals, Inc.IIIV45,894 shares · 0.0% of their software$699KNew · +$699K
- AutodeskADSK3,332 shares · 0.0% of their software$437KFlat
- AppFolioAPPF6,476 shares · 0.0% of their software$396KFlat
- QualysQLYS3,897 shares · 0.0% of their software$329KFlat
- NetApp, Inc.NTAP4,052 shares · 0.0% of their software$318KFlat
- Check PointCHKP3,026 shares · 0.0% of their software$296K−$574K
- The Trade DeskTTD3,034 shares · 0.0% of their software$285KFlat
- Alarm.com Holdings, Inc.ALRM6,981 shares · 0.0% of their software$282KFlat
- ePlus inc.PLUS2,912 shares · 0.0% of their software$274KFlat
- Manhattan AssociatesMANH5,627 shares · 0.0% of their software$265KFlat
- CadenceCDNS4,279 shares · 0.0% of their software$185KFlat
- BoxBOX3,362 shares · 0.0% of their software$84KFlat
- DocuSignDOCU1,000 shares · 0.0% of their software$53KNew · Flat
- DomoDOMO1,000 shares · 0.0% of their software$27KNew