Generalist · San Antonio, TX
Victory Capital Management
Q1 2019 · compared with Q4 2018
Filed as Victory Capital Management INC
- Software
- $2.3B
- Weight of 13F
- 5.4%
- Names
- 63
- Net bought
- −$21.8M
Filed 3 May 2019 · SEC filing.
1,727 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.EEFT2,103,476 shares · 13.0% of their software · price +$84.6M$300M−$36.4M
- RingCentralRNG1,929,832 shares · 9.0% of their software · price +$48.9M$208M+$41.8M
- ServiceNowNOW604,511 shares · 6.5% of their software · price +$41.4M$149M−$7.2M
- SynopsysSNPS1,235,349 shares · 6.2% of their software · price +$38.2M$142M+$2.9M
- WixWIX1,103,100 shares · 5.8% of their software · price +$33.6M$133M−$2.4M
- GoDaddyGDDY1,351,506 shares · 4.4% of their software · price +$12.9M$102M−$6.1M
- Roper Technologies, Inc.ROP277,008 shares · 4.1% of their software · price +$20.9M$94.7M−$8.8M
- VeriskVRSK612,743 shares · 3.5% of their software · price +$14.7M$81.5M−$11.3M
- VeevaVEEV605,422 shares · 3.3% of their software · price +$22.7M$76.8M+$24.4M
- TwilioTWLO584,140 shares · 3.3% of their software · price +$23.3M$75.5M+$2.1M
- DocuSignDOCU1,410,682 shares · 3.2% of their software · price +$16.6M$73.1M+$56.4M
- Fair IsaacFICO261,022 shares · 3.1% of their software · price +$22.1M$70.9M+$31.3M
- PTCPTC682,202 shares · 2.7% of their software · price +$6.3M$62.9M−$19.7M
- Strategy IncMSTR412,586 shares · 2.6% of their software · price +$6.8M$59.5MFlat
- WEX Inc.WEX287,234 shares · 2.4% of their software · price +$14.9M$55.1M−$31.4M
- MicrosoftMSFT431,327 shares · 2.2% of their software · price +$7.1M$50.9M−$9.7M
- NICENICE405,752 shares · 2.2% of their software · price +$5.8M$49.7M−$6.1M
- DropboxDBX1,978,789 shares · 1.9% of their software · price +$2.7M$43.1M−$2.3M
- Palo Alto NetworksPANW171,799 shares · 1.8% of their software · price +$9.4M$41.7M−$5.3M
- SS&CSSNC646,600 shares · 1.8% of their software · price +$12.0M$41.2M−$4.8M
- PaycomPAYC197,635 shares · 1.6% of their software · price +$13.2M$37.4M+$5.9M
- Bandwidth Inc.BAND523,130 shares · 1.5% of their software · price +$13.7M$35.0MNew · +$21.3M
- Block, Inc.XYZ456,010 shares · 1.5% of their software · price +$8.6M$34.2MNew · +$25.6M
- Q2QTWO488,974 shares · 1.5% of their software · price +$9.6M$33.9M−$12.4M
- SalesforceCRM201,333 shares · 1.4% of their software · price +$4.3M$31.9M−$5.8M
- OktaOKTA374,400 shares · 1.3% of their software · price +$7.1M$31.0M+$1.8M
- WorkdayWDAY156,012 shares · 1.3% of their software · price +$5.2M$30.1MNew · +$24.9M
- TrimbleTRMB713,564 shares · 1.2% of their software · price +$5.3M$28.8M−$6.6M
- CommvaultCVLT405,115 shares · 1.1% of their software · price +$2.3M$26.2M−$5.8M
- Paychex, Inc.PAYX233,144 shares · 0.8% of their software · price +$3.5M$18.7M−$2.0M
- LiveRamp Holdings, Inc.RAMP225,030 shares · 0.5% of their software · price +$3.6M$12.3MNew · +$8.7M
- Lyft, Inc.LYFT106,256 shares · 0.4% of their software$8.3MNew · +$8.3M
- TeradataTDC149,961 shares · 0.3% of their software · price +$793K$6.5M−$21.7M
- Automatic Data Processing, Inc.ADP33,760 shares · 0.2% of their software · price +$966K$5.4M−$1.0M
- FactSetFDS19,603 shares · 0.2% of their software · price +$944K$4.9MFlat
- IntuitINTU16,379 shares · 0.2% of their software · price +$1.1M$4.3M+$2.2M
- Fiserv, Inc.FISV47,857 shares · 0.2% of their software · price +$708K$4.2M−$2.3M
- AdobeADBE15,687 shares · 0.2% of their software · price +$631K$4.2M−$911K
- BroadridgeBR35,846 shares · 0.2% of their software$3.7M+$535K
- Tyler TechnologiesTYL16,457 shares · 0.1% of their software$3.4M−$35.1M
- F5, Inc.FFIV20,971 shares · 0.1% of their software$3.3M−$533K
- CadenceCDNS49,557 shares · 0.1% of their software · price +$993K$3.1M+$2.0M
- Sabre CorporationSABR138,173 shares · 0.1% of their software$3.0MFlat
- AkamaiAKAM39,765 shares · 0.1% of their software$2.9MFlat
- VeriSign, Inc.VRSN15,664 shares · 0.1% of their software · price +$521K$2.8M−$2.2M
- CoStarCSGP5,998 shares · 0.1% of their software · price +$774K$2.8M−$1.1M
- NetApp, Inc.NTAP38,263 shares · 0.1% of their software$2.7M+$2.1M
- FortinetFTNT28,137 shares · 0.1% of their software$2.4M+$1.8M
- OracleORCL37,328 shares · 0.1% of their software$2.0MFlat
- i3 Verticals, Inc.IIIV75,945 shares · 0.1% of their software$1.8MFlat
- InterDigital, Inc.IDCC24,190 shares · 0.1% of their software$1.6MFlat
- The Trade DeskTTD6,368 shares · 0.1% of their software · price +$521K$1.3MFlat
- AutodeskADSK3,209 shares · 0.0% of their software$500KFlat
- ePlus inc.PLUS4,533 shares · 0.0% of their software$401KFlat
- ProgressPRGS8,779 shares · 0.0% of their software$390KFlat
- AppFolioAPPF3,797 shares · 0.0% of their software$301KFlat
- SPS CommerceSPSC2,485 shares · 0.0% of their software$264KNew · Flat
- EVERTEC, Inc.EVTC9,003 shares · 0.0% of their software$250K−$502K
- StoneCo Ltd.STNE2,520 shares · 0.0% of their software$104KFlat
- MorningstarMORN668 shares · 0.0% of their software$84K−$3.9M
- BoxBOX3,588 shares · 0.0% of their software$69KFlat
- ElasticESTC588 shares · 0.0% of their software$47KFlat
- Ribbon Communications Inc.RBBN4,975 shares · 0.0% of their software$26KFlat