Generalist · San Antonio, TX
Victory Capital Management
Q2 2019 · compared with Q1 2019
Filed as Victory Capital Management INC
- Software
- $2.6B
- Weight of 13F
- 5.3%
- Names
- 61
- Net bought
- +$59.7M
Filed 15 August 2019 · SEC filing.
1,786 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.EEFT2,097,762 shares · 13.6% of their software · price +$53.8M$353MFlat
- RingCentralRNG1,765,559 shares · 7.8% of their software · price +$12.6M$203M−$17.7M
- ServiceNowNOW629,547 shares · 6.7% of their software · price +$17.7M$173M+$6.2M
- WixWIX1,050,780 shares · 5.8% of their software · price +$22.4M$149M−$6.3M
- TwilioTWLO908,385 shares · 4.8% of their software · price +$6.5M$124M+$41.9M
- SynopsysSNPS871,785 shares · 4.3% of their software · price +$11.8M$112M−$41.9M
- Fair IsaacFICO354,577 shares · 4.3% of their software · price +$15.0M$111M+$25.4M
- Roper Technologies, Inc.ROP290,431 shares · 4.1% of their software · price +$7.1M$106M+$4.6M
- GoDaddyGDDY1,470,611 shares · 4.0% of their software · price −$7.4M$103M+$9.0M
- VeevaVEEV510,801 shares · 3.2% of their software · price +$18.0M$82.8M−$12.0M
- VeriskVRSK561,560 shares · 3.2% of their software · price +$7.6M$82.2M−$6.8M
- DocuSignDOCU1,583,752 shares · 3.0% of their software · price −$3.4M$78.7M+$9.0M
- ACI WorldwideACIW2,113,050 shares · 2.8% of their software · price +$3.1M$72.6MNew · +$69.5M
- MicrosoftMSFT508,907 shares · 2.6% of their software · price +$8.2M$68.2M+$9.1M
- DropboxDBX2,708,689 shares · 2.6% of their software · price +$8.8M$67.9M+$15.9M
- Strategy IncMSTR415,595 shares · 2.3% of their software$59.6MFlat
- OktaOKTA456,240 shares · 2.2% of their software · price +$18.6M$56.4M+$6.8M
- WEX Inc.WEX248,543 shares · 2.0% of their software · price +$4.0M$51.7M−$7.4M
- TrimbleTRMB1,125,298 shares · 2.0% of their software · price +$5.3M$50.8M+$16.6M
- WorkdayWDAY237,593 shares · 1.9% of their software · price +$3.0M$48.8M+$15.7M
- Bandwidth Inc.BAND577,534 shares · 1.7% of their software · price +$4.7M$43.3M+$3.6M
- PaycomPAYC165,737 shares · 1.5% of their software · price +$6.2M$37.6M−$6.0M
- PTCPTC399,310 shares · 1.4% of their software · price −$966K$35.8M−$26.1M
- Block, Inc.XYZ468,830 shares · 1.3% of their software · price −$1.1M$34.0M+$960K
- LiveRamp Holdings, Inc.RAMP604,702 shares · 1.1% of their software · price −$3.7M$29.3M+$20.7M
- NICENICE205,201 shares · 1.1% of their software · price +$3.0M$28.1M−$24.6M
- Paychex, Inc.PAYX336,810 shares · 1.1% of their software · price +$704K$27.7M+$8.3M
- Q2QTWO351,784 shares · 1.0% of their software · price +$2.5M$26.9M−$9.5M
- SS&CSSNC465,084 shares · 1.0% of their software · price −$2.8M$26.8M−$11.6M
- SalesforceCRM173,286 shares · 1.0% of their software · price −$1.2M$26.3M−$4.4M
- Palo Alto NetworksPANW104,138 shares · 0.8% of their software · price −$4.1M$21.2M−$16.4M
- Fiserv, Inc.FISV169,837 shares · 0.6% of their software$15.5M+$10.8M
- CoStarCSGP27,570 shares · 0.6% of their software · price +$2.4M$15.3M+$10.1M
- Automatic Data Processing, Inc.ADP46,653 shares · 0.3% of their software$7.7M+$2.1M
- IntuitINTU23,727 shares · 0.2% of their software$6.2M+$1.9M
- FactSetFDS19,747 shares · 0.2% of their software · price +$756K$5.7MFlat
- AdobeADBE16,736 shares · 0.2% of their software$4.9MFlat
- CadenceCDNS65,096 shares · 0.2% of their software$4.6M+$987K
- BroadridgeBR33,724 shares · 0.2% of their software · price +$809K$4.3MFlat
- F5, Inc.FFIV27,239 shares · 0.2% of their software$4.0M+$984K
- Sabre CorporationSABR162,572 shares · 0.1% of their software$3.6M+$522K
- Tyler TechnologiesTYL16,475 shares · 0.1% of their software$3.6MFlat
- VeriSign, Inc.VRSN15,718 shares · 0.1% of their software$3.3MFlat
- AkamaiAKAM37,631 shares · 0.1% of their software$3.0MFlat
- NetApp, Inc.NTAP48,684 shares · 0.1% of their software$3.0M+$723K
- OracleORCL43,001 shares · 0.1% of their software$2.5MFlat
- FortinetFTNT28,058 shares · 0.1% of their software$2.2MFlat
- i3 Verticals, Inc.IIIV72,603 shares · 0.1% of their software$2.1MFlat
- InterDigital, Inc.IDCC22,437 shares · 0.1% of their software$1.4MFlat
- The Trade DeskTTD6,337 shares · 0.1% of their software$1.4MFlat
- Mitek Systems, Inc.MITK109,246 shares · 0.0% of their software$1.1MNew · +$1.3M
- MorningstarMORN4,136 shares · 0.0% of their software$598KFlat
- AutodeskADSK3,143 shares · 0.0% of their software$512KFlat
- AppFolioAPPF1,385 shares · 0.0% of their software$142KFlat
- ProgressPRGS3,206 shares · 0.0% of their software$140KFlat
- ePlus inc.PLUS1,654 shares · 0.0% of their software$114KFlat
- EVERTEC, Inc.EVTC3,288 shares · 0.0% of their software$108KFlat
- SPS CommerceSPSC908 shares · 0.0% of their software$93KFlat
- ElasticESTC588 shares · 0.0% of their software$44KFlat
- Ribbon Communications Inc.RBBN4,975 shares · 0.0% of their software$24KFlat
- PegasystemsPEGA240 shares · 0.0% of their software$17KNew · Flat