Generalist · San Antonio, TX
Victory Capital Management
Q3 2019 · compared with Q2 2019
Filed as Victory Capital Management INC
- Software
- $4.8B
- Weight of 13F
- 6.3%
- Names
- 120
- Net bought
- +$2.4B
Filed 12 November 2019 · SEC filing.
3,728 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
- MicrosoftMSFT6,985,535 shares · 20.2% of their software · price +$35.4M$971M+$868M
- Euronet Worldwide, Inc.EEFT2,355,227 shares · 7.2% of their software · price −$51.7M$345M+$43.3M
- ServiceNowNOW1,072,841 shares · 5.7% of their software · price −$22.2M$272M+$122M
- RingCentralRNG2,079,448 shares · 5.4% of their software · price +$22.3M$261M+$36.1M
- TwilioTWLO1,699,387 shares · 3.9% of their software · price −$44.8M$187M+$108M
- Fair IsaacFICO610,768 shares · 3.9% of their software · price −$6.4M$185M+$80.4M
- Roper Technologies, Inc.ROP451,440 shares · 3.3% of their software · price −$4.4M$161M+$59.0M
- SalesforceCRM1,052,164 shares · 3.2% of their software · price −$3.5M$156M+$133M
- VeevaVEEV995,468 shares · 3.2% of their software · price −$9.4M$152M+$78.6M
- WixWIX1,231,630 shares · 3.0% of their software · price −$31.2M$144M+$25.7M
- WorkdayWDAY795,058 shares · 2.8% of their software · price −$28.3M$135M+$115M
- OracleORCL2,297,009 shares · 2.6% of their software · price −$4.5M$126M+$128M
- GoDaddyGDDY1,620,420 shares · 2.2% of their software · price −$6.8M$107M+$10.5M
- SynopsysSNPS755,890 shares · 2.2% of their software · price +$6.5M$104M−$14.9M
- Fiserv, Inc.FISV944,284 shares · 2.0% of their software · price +$11.7M$97.8M+$70.6M
- CoStarCSGP157,614 shares · 1.9% of their software · price +$6.2M$93.5M+$72.1M
- DocuSignDOCU1,455,693 shares · 1.9% of their software · price +$17.8M$90.1M−$6.4M
- ACI WorldwideACIW2,768,754 shares · 1.8% of their software · price −$8.3M$86.7M+$22.5M
- AdobeADBE312,062 shares · 1.8% of their software · price −$5.7M$86.2M+$87.0M
- VeriskVRSK503,840 shares · 1.7% of their software · price +$5.9M$79.7M−$8.5M
- DropboxDBX3,720,595 shares · 1.6% of their software · price −$18.2M$75.0M+$25.3M
- Strategy IncMSTR411,258 shares · 1.3% of their software · price +$2.1M$61.0M−$622K
- PaycomPAYC261,578 shares · 1.1% of their software · price −$4.5M$54.8M+$21.7M
- Automatic Data Processing, Inc.ADP335,282 shares · 1.1% of their software · price −$1.3M$54.1M+$47.7M
- IntuitINTU190,595 shares · 1.1% of their software · price +$879K$50.7M+$43.6M
- WEX Inc.WEX238,765 shares · 1.0% of their software · price −$1.4M$48.2M−$2.0M
- VaronisVRNS756,229 shares · 0.9% of their software · price −$1.6M$45.2MNew · +$46.8M
- TrimbleTRMB1,140,945 shares · 0.9% of their software · price −$7.2M$44.3M+$706K
- Paychex, Inc.PAYX525,204 shares · 0.9% of their software$43.5M+$15.5M
- Bandwidth Inc.BAND575,261 shares · 0.8% of their software · price −$5.7M$37.5MFlat
- Block, Inc.XYZ514,917 shares · 0.7% of their software · price −$5.4M$31.9M+$3.3M
- OktaOKTA306,774 shares · 0.6% of their software · price −$7.7M$30.2M−$18.5M
- SS&CSSNC565,234 shares · 0.6% of their software · price −$3.4M$29.1M+$5.8M
- Palo Alto NetworksPANW137,822 shares · 0.6% of their software$28.1M+$6.9M
- LiveRamp Holdings, Inc.RAMP653,880 shares · 0.6% of their software · price −$3.6M$28.1M+$2.4M
- TeradataTDC886,044 shares · 0.6% of their software · price −$4.3M$27.5MNew · +$31.8M
- FactSetFDS109,732 shares · 0.6% of their software · price −$4.8M$26.7M+$25.8M
- Health CatalystHCAT834,253 shares · 0.5% of their software$26.4MNew · +$26.4M
- Q2QTWO299,697 shares · 0.5% of their software · price +$752K$23.6M−$4.0M
- CadenceCDNS337,755 shares · 0.5% of their software · price −$1.6M$22.3M+$19.3M
- VeriSign, Inc.VRSN113,926 shares · 0.4% of their software · price −$2.3M$21.5M+$20.5M
- AutodeskADSK128,094 shares · 0.4% of their software · price −$1.9M$18.9M+$20.4M
- NetApp, Inc.NTAP352,372 shares · 0.4% of their software · price −$3.2M$18.5M+$18.7M
- MorningstarMORN76,860 shares · 0.2% of their software$11.2M+$10.5M
- BroadridgeBR83,268 shares · 0.2% of their software$10.4M+$6.3M
- AkamaiAKAM97,301 shares · 0.2% of their software · price +$1.1M$8.9M+$4.8M
- Tyler TechnologiesTYL31,220 shares · 0.2% of their software · price +$1.5M$8.2M+$3.2M
- DomoDOMO458,022 shares · 0.2% of their software$7.3MNew
- FortinetFTNT79,379 shares · 0.1% of their software$6.1M+$3.9M
- PaylocityPCTY56,900 shares · 0.1% of their software$5.6MNew · +$5.3M
- Sabre CorporationSABR206,704 shares · 0.1% of their software$4.6M+$980K
- F5, Inc.FFIV31,800 shares · 0.1% of their software$4.5M+$664K
- Check PointCHKP39,239 shares · 0.1% of their software$4.3MNew · +$4.5M
- The Trade DeskTTD21,287 shares · 0.1% of their software · price −$856K$4.0M+$3.4M
- InterDigital, Inc.IDCC73,211 shares · 0.1% of their software · price −$873K$3.8M+$3.3M
- Manhattan AssociatesMANH47,158 shares · 0.1% of their software · price +$535K$3.8MNew · +$3.3M
- BlackbaudBLKB40,254 shares · 0.1% of their software$3.6MNew · +$3.4M
- Uber Technologies, Inc.UBER94,178 shares · 0.1% of their software · price −$1.5M$2.9MNew · +$4.4M
- CloudflareNET150,000 shares · 0.1% of their software$2.8MNew · +$2.8M
- ProgressPRGS58,337 shares · 0.0% of their software$2.2M+$2.4M
- EVERTEC, Inc.EVTC64,821 shares · 0.0% of their software$2.0M+$2.0M
- ElasticESTC23,888 shares · 0.0% of their software$2.0M+$1.7M
- NetScout Systems, Inc.NTCT84,453 shares · 0.0% of their software$1.9MNew · +$2.1M
- i3 Verticals, Inc.IIIV93,270 shares · 0.0% of their software · price −$870K$1.9M+$609K
- Mitek Systems, Inc.MITK166,616 shares · 0.0% of their software$1.6M+$570K
- GuidewireGWRE12,773 shares · 0.0% of their software$1.3MNew · +$1.3M
- PTCPTC17,669 shares · 0.0% of their software$1.2M−$34.3M
- HubSpotHUBS6,368 shares · 0.0% of their software$965KNew · +$1.1M
- DatadogDDOG26,000 shares · 0.0% of their software$882KNew · +$882K
- ZoomZM10,437 shares · 0.0% of their software$795KNew · +$927K
- Lyft, Inc.LYFT16,267 shares · 0.0% of their software$664KNew · +$1.1M
- ZscalerZS13,748 shares · 0.0% of their software$650KNew · +$1.1M
- Five9FIVN10,101 shares · 0.0% of their software$543KNew · +$518K
- CrowdStrikeCRWD9,002 shares · 0.0% of their software$525KNew · +$615K
- PegasystemsPEGA7,027 shares · 0.0% of their software$478KFlat
- Upbound Group, Inc.UPBD18,222 shares · 0.0% of their software$470KNew · Flat
- NutanixNTNX15,738 shares · 0.0% of their software$413KNew · Flat
- QualysQLYS5,288 shares · 0.0% of their software$400KNew · Flat
- BoxBOX23,213 shares · 0.0% of their software$384KNew · Flat
- Rapid7RPD8,245 shares · 0.0% of their software$374KNew · Flat
- AppFolioAPPF3,648 shares · 0.0% of their software$347KFlat
- SPS CommerceSPSC7,296 shares · 0.0% of their software$343K+$653K
- BlackLineBL6,938 shares · 0.0% of their software$332KNew · Flat
- CommvaultCVLT6,991 shares · 0.0% of their software$313KNew · Flat
- 8x8EGHT14,910 shares · 0.0% of their software$309KNew
- WorkivaWK6,874 shares · 0.0% of their software$301KNew · Flat
- Alarm.com Holdings, Inc.ALRM5,309 shares · 0.0% of their software$248KNew · Flat
- YextYEXT14,404 shares · 0.0% of their software$229KNew · Flat
- ePlus inc.PLUS2,782 shares · 0.0% of their software$212KFlat
- Simulations PlusSLP4,171 shares · 0.0% of their software$145KNew · Flat
- TenableTENB6,080 shares · 0.0% of their software$136KNew · Flat
- Ribbon Communications Inc.RBBN20,901 shares · 0.0% of their software$122KFlat
- Tucows Inc.TCX1,976 shares · 0.0% of their software$107KNew · Flat
- AppianAPPN2,097 shares · 0.0% of their software$100KNew · Flat
- Agilysys, Inc.AGYS3,300 shares · 0.0% of their software$85KNew · Flat
- OneSpan Inc.OSPN5,141 shares · 0.0% of their software$75KNew · Flat
- Paysign, Inc.PAYS7,299 shares · 0.0% of their software$74KNew · Flat
- A10 Networks, Inc.ATEN10,078 shares · 0.0% of their software$70KNew · Flat
- Radware Ltd.RDWR2,550 shares · 0.0% of their software$62KNew · Flat
- Donnelley Financial Solutions, Inc.DFIN4,619 shares · 0.0% of their software$57KNew · Flat
- PAR Technology CorporationPAR2,107 shares · 0.0% of their software$50KNew · Flat
- PagerDutyPD1,723 shares · 0.0% of their software$49KNew · Flat
- Calix, Inc.CALX7,528 shares · 0.0% of their software$48KNew · Flat
- FastlyFSLY1,960 shares · 0.0% of their software$47KNew · Flat
- PDF Solutions, Inc.PDFS3,620 shares · 0.0% of their software$47KNew · Flat
- Immersion CorporationIMMR5,398 shares · 0.0% of their software$41KNew · Flat
- SoundThinking, Inc.SSTI1,610 shares · 0.0% of their software$37KNew · Flat
- DHI Group, Inc.DHX9,415 shares · 0.0% of their software$36KNew · Flat
- MongoDBMDB297 shares · 0.0% of their software$36KNew · Flat
- Ooma, Inc.OOMA3,306 shares · 0.0% of their software$34KNew · Flat
- eGain CorporationEGAN3,767 shares · 0.0% of their software$30KNew · Flat
- Asure Software, Inc.ASUR2,441 shares · 0.0% of their software$16KNew · Flat
- Red Violet, Inc.RDVT979 shares · 0.0% of their software$12KNew · Flat
- Intellicheck, Inc.IDN2,268 shares · 0.0% of their software$11KNew · Flat
- NetSol Technologies, Inc.NTWK1,976 shares · 0.0% of their software$11KNew · Flat
- Veritone, Inc.VERI2,857 shares · 0.0% of their software$10KNew · Flat
- Rimini Street, Inc.RMNI1,998 shares · 0.0% of their software$9KNew · Flat
- Rekor Systems, Inc.REKR1,858 shares · 0.0% of their software$4KNew · Flat
- VirTra, Inc.VTSI1,392 shares · 0.0% of their software$4KNew · Flat
- AI Financial CorporationAIFC181 shares · 0.0% of their software$1KNew · Flat