Generalist · San Antonio, TX
Victory Capital Management
Q3 2018 · compared with Q2 2018
Filed as Victory Capital Management INC
- Software
- $2.1B
- Weight of 13F
- 4.5%
- Names
- 56
- Net bought
- +$30.2M
Filed 1 November 2018 · SEC filing.
1,748 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.EEFT2,527,063 shares · 12.0% of their software · price +$41.6M$253M−$8.1M
- RingCentralRNG1,552,247 shares · 6.8% of their software · price +$35.2M$144M−$2.4M
- WixWIX1,137,800 shares · 6.4% of their software · price +$22.1M$136M−$5.6M
- WEX Inc.WEX658,395 shares · 6.3% of their software · price +$6.8M$132M+$30.1M
- GoDaddyGDDY1,562,325 shares · 6.2% of their software · price +$20.0M$130M+$20.3M
- ServiceNowNOW653,981 shares · 6.1% of their software · price +$15.1M$128M+$57.9M
- SynopsysSNPS1,189,588 shares · 5.6% of their software · price +$15.5M$117MFlat
- PTCPTC1,049,266 shares · 5.3% of their software · price +$13.0M$111M+$1.8M
- Roper Technologies, Inc.ROP342,549 shares · 4.8% of their software · price +$7.0M$101M−$9.6M
- MicrosoftMSFT562,982 shares · 3.0% of their software · price +$8.9M$64.4M−$27.7M
- NICENICE551,124 shares · 3.0% of their software · price +$5.9M$63.1M−$21.8M
- VeriskVRSK500,762 shares · 2.9% of their software · price +$6.5M$60.4M−$10.3M
- Tyler TechnologiesTYL238,320 shares · 2.8% of their software · price +$5.5M$58.4M−$7.8M
- TrimbleTRMB1,311,585 shares · 2.7% of their software · price +$13.9M$57.0M−$4.1M
- DropboxDBX1,938,046 shares · 2.5% of their software · price −$10.8M$52.0M+$44.2M
- SS&CSSNC872,122 shares · 2.3% of their software · price +$4.3M$49.6M−$10.9M
- Strategy IncMSTR307,599 shares · 2.0% of their software · price +$4.0M$43.3M+$5.1M
- Palo Alto NetworksPANW190,398 shares · 2.0% of their software · price +$3.8M$42.9M−$6.8M
- VeevaVEEV354,483 shares · 1.8% of their software · price +$11.3M$38.6M+$600K
- Fair IsaacFICO156,017 shares · 1.7% of their software · price +$5.5M$35.7M−$11.8M
- SalesforceCRM210,327 shares · 1.6% of their software · price +$4.8M$33.4M+$2.7M
- Q2QTWO540,054 shares · 1.5% of their software · price +$1.9M$32.7M+$3.3M
- CommvaultCVLT435,482 shares · 1.4% of their software · price +$1.8M$30.5M−$2.0M
- HubSpotHUBS196,099 shares · 1.4% of their software · price +$5.0M$29.6M−$6.8M
- PaycomPAYC157,225 shares · 1.2% of their software · price +$8.9M$24.4M−$4.8M
- Block, Inc.XYZ241,240 shares · 1.1% of their software · price +$9.0M$23.9MFlat
- Paychex, Inc.PAYX251,457 shares · 0.9% of their software · price +$1.3M$18.5M+$2.8M
- TwilioTWLO209,230 shares · 0.9% of their software · price +$6.3M$18.1MNew · +$11.7M
- NutanixNTNX396,240 shares · 0.8% of their software · price −$3.5M$16.9MNew · +$20.4M
- Fiserv, Inc.FISV80,110 shares · 0.3% of their software · price +$664K$6.6M+$1.1M
- Automatic Data Processing, Inc.ADP41,256 shares · 0.3% of their software · price +$682K$6.2M+$556K
- AdobeADBE19,818 shares · 0.3% of their software · price +$518K$5.4M−$15.1M
- VeriSign, Inc.VRSN30,918 shares · 0.2% of their software · price +$702K$5.0M−$508K
- F5, Inc.FFIV23,934 shares · 0.2% of their software · price +$646K$4.8M+$567K
- FactSetFDS20,721 shares · 0.2% of their software · price +$531K$4.6M+$805K
- MorningstarMORN35,939 shares · 0.2% of their software$4.5MNew · +$4.6M
- BroadridgeBR30,730 shares · 0.2% of their software · price +$518K$4.1M−$1.9M
- CoStarCSGP9,416 shares · 0.2% of their software$4.0MFlat
- AkamaiAKAM45,403 shares · 0.2% of their software$3.3M+$756K
- Sabre CorporationSABR122,756 shares · 0.2% of their software$3.2MNew · +$3.0M
- BlackbaudBLKB29,000 shares · 0.1% of their software$2.9MFlat
- OracleORCL41,960 shares · 0.1% of their software$2.2M−$2.9M
- InterDigital, Inc.IDCC20,457 shares · 0.1% of their software$1.6M+$751K
- i3 Verticals, Inc.IIIV67,445 shares · 0.1% of their software · price +$523K$1.6MFlat
- The Trade DeskTTD7,076 shares · 0.1% of their software$1.1MFlat
- IntuitINTU4,660 shares · 0.1% of their software$1.1MFlat
- ProgressPRGS17,510 shares · 0.0% of their software$618KNew · +$680K
- EVERTEC, Inc.EVTC25,472 shares · 0.0% of their software$614KNew · +$557K
- ePlus inc.PLUS5,970 shares · 0.0% of their software$553KFlat
- AutodeskADSK3,246 shares · 0.0% of their software$507KFlat
- Alarm.com Holdings, Inc.ALRM6,668 shares · 0.0% of their software$383KFlat
- NetApp, Inc.NTAP3,849 shares · 0.0% of their software$331KFlat
- AppFolioAPPF3,950 shares · 0.0% of their software$310KFlat
- CadenceCDNS4,199 shares · 0.0% of their software$190KFlat
- BoxBOX4,271 shares · 0.0% of their software$102KFlat
- DocuSignDOCU1,878 shares · 0.0% of their software$99KFlat