Generalist · San Antonio, TX
Victory Capital Management
Q4 2019 · compared with Q3 2019
Filed as Victory Capital Management INC
- Software
- $5.4B
- Weight of 13F
- 6.8%
- Names
- 127
- Net bought
- −$248M
Filed 4 February 2020 · SEC filing.
3,751 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
- MicrosoftMSFT7,198,379 shares · 22.8% of their software · price +$134M$1.2B+$29.6M
- Euronet Worldwide, Inc.EEFT2,153,466 shares · 6.3% of their software · price +$24.2M$339M−$29.5M
- RingCentralRNG1,464,087 shares · 5.6% of their software · price +$63.0M$301M−$77.3M
- ServiceNowNOW841,511 shares · 5.3% of their software · price +$24.0M$285M−$58.7M
- Fair IsaacFICO504,545 shares · 3.8% of their software · price +$35.9M$203M−$32.2M
- SalesforceCRM989,384 shares · 3.4% of their software · price +$14.0M$180M−$9.3M
- WixWIX1,203,979 shares · 3.2% of their software · price +$6.8M$172M−$3.2M
- TwilioTWLO1,338,080 shares · 3.1% of their software · price −$15.6M$166M−$39.7M
- VeevaVEEV1,108,047 shares · 3.0% of their software · price −$13.3M$162M+$17.2M
- Fiserv, Inc.FISV1,338,578 shares · 3.0% of their software · price +$16.1M$159M+$40.8M
- WorkdayWDAY705,163 shares · 2.4% of their software · price −$3.9M$130M−$15.3M
- Roper Technologies, Inc.ROP322,185 shares · 2.3% of their software · price −$764K$123M−$46.1M
- AdobeADBE347,540 shares · 2.3% of their software · price +$18.6M$122M+$9.8M
- CoStarCSGP175,006 shares · 2.1% of their software · price +$893K$114M+$10.3M
- VaronisVRNS1,324,338 shares · 2.1% of their software · price +$23.7M$111M+$34.0M
- OracleORCL2,077,805 shares · 2.0% of their software · price −$4.3M$109M−$12.1M
- DocuSignDOCU1,379,396 shares · 2.0% of their software · price +$16.8M$108M−$4.7M
- ACI WorldwideACIW2,941,516 shares · 1.9% of their software · price +$19.3M$101M+$5.4M
- GoDaddyGDDY1,486,815 shares · 1.9% of their software · price +$2.9M$99.9M−$8.8M
- PaycomPAYC292,605 shares · 1.7% of their software · price +$16.2M$93.1M+$6.5M
- SynopsysSNPS597,443 shares · 1.6% of their software · price +$1.2M$88.1M−$21.7M
- Strategy IncMSTR426,141 shares · 1.2% of their software · price −$2.4M$64.8M+$2.2M
- DropboxDBX3,675,806 shares · 1.2% of their software · price −$8.3M$62.6M−$903K
- VeriskVRSK377,763 shares · 1.1% of their software · price −$3.3M$61.4M−$19.9M
- Bandwidth Inc.BAND822,953 shares · 1.1% of their software · price −$872K$58.4M+$16.1M
- IntuitINTU199,673 shares · 1.0% of their software · price −$801K$56.0M+$2.4M
- Automatic Data Processing, Inc.ADP296,988 shares · 0.9% of their software · price +$2.7M$50.9M−$6.2M
- OktaOKTA380,280 shares · 0.9% of their software · price +$6.4M$48.7M+$7.2M
- Paychex, Inc.PAYX554,583 shares · 0.9% of their software · price +$1.3M$47.6M+$2.4M
- TrimbleTRMB1,034,316 shares · 0.8% of their software · price +$3.0M$44.0M−$4.1M
- LiveRamp Holdings, Inc.RAMP964,938 shares · 0.7% of their software · price +$4.9M$38.8M+$13.4M
- Q2QTWO383,917 shares · 0.6% of their software · price +$848K$33.5M+$6.6M
- SS&CSSNC492,756 shares · 0.6% of their software · price +$4.8M$31.0M−$3.7M
- Palo Alto NetworksPANW121,073 shares · 0.5% of their software · price +$3.3M$28.4M−$3.4M
- Health CatalystHCAT863,670 shares · 0.5% of their software · price +$2.6M$28.2M+$931K
- The Trade DeskTTD100,651 shares · 0.5% of their software · price +$7.3M$27.1M+$14.9M
- VeriSign, Inc.VRSN127,669 shares · 0.5% of their software · price +$517K$26.6M+$2.6M
- AutodeskADSK128,415 shares · 0.5% of their software · price +$4.6M$25.3MFlat
- Uber Technologies, Inc.UBER560,135 shares · 0.4% of their software$20.3M+$14.2M
- CadenceCDNS273,437 shares · 0.4% of their software · price +$897K$19.7M−$4.3M
- FactSetFDS68,066 shares · 0.4% of their software · price +$1.7M$19.5M−$10.1M
- NetApp, Inc.NTAP303,477 shares · 0.3% of their software · price +$3.0M$16.2M−$2.6M
- MorningstarMORN92,227 shares · 0.3% of their software$14.5M+$2.2M
- DomoDOMO528,443 shares · 0.2% of their software$12.8M—
- Tyler TechnologiesTYL31,678 shares · 0.2% of their software · price +$1.2M$10.3MFlat
- BroadridgeBR84,215 shares · 0.2% of their software$10.0MFlat
- Five9FIVN135,288 shares · 0.2% of their software · price +$1.6M$9.7M+$6.7M
- AkamaiAKAM101,013 shares · 0.2% of their software · price −$505K$9.4MFlat
- FortinetFTNT81,708 shares · 0.2% of their software · price +$2.5M$9.4MFlat
- Gen DigitalGEN311,922 shares · 0.2% of their software · price +$590K$8.9MNew · +$7.4M
- Block, Inc.XYZ112,441 shares · 0.2% of their software$8.4M−$24.9M
- Check PointCHKP43,161 shares · 0.1% of their software$4.9MFlat
- WEX Inc.WEX22,342 shares · 0.1% of their software$4.8M−$43.7M
- Sabre CorporationSABR220,004 shares · 0.1% of their software$4.7MFlat
- Manhattan AssociatesMANH52,626 shares · 0.1% of their software$4.5MFlat
- F5, Inc.FFIV34,234 shares · 0.1% of their software$4.2MFlat
- PaylocityPCTY29,455 shares · 0.1% of their software · price +$685K$4.2MSplit
- InterDigital, Inc.IDCC74,469 shares · 0.1% of their software$4.1MFlat
- BlackbaudBLKB40,248 shares · 0.1% of their software$3.2MFlat
- CloudflareNET148,463 shares · 0.0% of their software$2.7MFlat
- NetScout Systems, Inc.NTCT90,419 shares · 0.0% of their software$2.3MFlat
- EVERTEC, Inc.EVTC67,492 shares · 0.0% of their software$2.3MFlat
- i3 Verticals, Inc.IIIV68,838 shares · 0.0% of their software · price +$560K$2.2MFlat
- ProgressPRGS46,355 shares · 0.0% of their software$2.1MFlat
- Mitek Systems, Inc.MITK183,776 shares · 0.0% of their software$1.8MFlat
- PagerDutyPD74,727 shares · 0.0% of their software$1.7M+$2.1M
- GuidewireGWRE13,900 shares · 0.0% of their software$1.6MFlat
- ElasticESTC22,607 shares · 0.0% of their software$1.5MFlat
- PTCPTC17,007 shares · 0.0% of their software$1.4MFlat
- DatadogDDOG28,821 shares · 0.0% of their software$1.3MFlat
- HubSpotHUBS6,905 shares · 0.0% of their software$1.2MFlat
- Cerence Inc.CRNC56,794 shares · 0.0% of their software$1.2MNew · +$980K
- OneSpan Inc.OSPN70,930 shares · 0.0% of their software$1.2M+$954K
- Sprout SocialSPT48,890 shares · 0.0% of their software$1.0MNew · +$785K
- Upbound Group, Inc.UPBD30,722 shares · 0.0% of their software$895KFlat
- ZscalerZS15,672 shares · 0.0% of their software$879KFlat
- ZoomZM11,027 shares · 0.0% of their software$841KFlat
- Lyft, Inc.LYFT16,367 shares · 0.0% of their software$777KFlat
- PegasystemsPEGA7,085 shares · 0.0% of their software$611KFlat
- CrowdStrikeCRWD9,329 shares · 0.0% of their software$570KFlat
- Ooma, Inc.OOMA41,114 shares · 0.0% of their software$540KFlat
- SPS CommerceSPSC8,951 shares · 0.0% of their software$509KFlat
- NutanixNTNX15,393 shares · 0.0% of their software$500KFlat
- Rapid7RPD8,225 shares · 0.0% of their software$488KFlat
- Simulations PlusSLP14,529 shares · 0.0% of their software$473KFlat
- TeradataTDC18,140 shares · 0.0% of their software$442K−$26.9M
- QualysQLYS5,083 shares · 0.0% of their software$436KFlat
- WorkivaWK9,579 shares · 0.0% of their software$436KFlat
- BlackLineBL7,098 shares · 0.0% of their software$434KFlat
- DynatraceDT13,421 shares · 0.0% of their software$420KNew · Flat
- BoxBOX24,656 shares · 0.0% of their software$371KFlat
- CommvaultCVLT6,885 shares · 0.0% of their software$310KFlat
- AppFolioAPPF2,293 shares · 0.0% of their software$301KFlat
- ePlus inc.PLUS3,753 shares · 0.0% of their software$299KFlat
- 8x8EGHT15,273 shares · 0.0% of their software$284K—
- Paysign, Inc.PAYS31,456 shares · 0.0% of their software$275KFlat
- YextYEXT14,851 shares · 0.0% of their software$222KFlat
- Alarm.com Holdings, Inc.ALRM4,992 shares · 0.0% of their software$219KFlat
- PowerFleet, Inc.AIOT25,380 shares · 0.0% of their software$191KNew · Flat
- TenableTENB6,611 shares · 0.0% of their software$180KFlat
- BILLBILL2,803 shares · 0.0% of their software$141KNew · Flat
- Digital TurbineAPPS19,179 shares · 0.0% of their software$120KNew · Flat
- Agilysys, Inc.AGYS3,647 shares · 0.0% of their software$119KFlat
- AppianAPPN2,023 shares · 0.0% of their software$103KFlat
- PAR Technology CorporationPAR2,143 shares · 0.0% of their software$73KFlat
- Calix, Inc.CALX7,472 shares · 0.0% of their software$68KFlat
- A10 Networks, Inc.ATEN9,392 shares · 0.0% of their software$64KFlat
- PDF Solutions, Inc.PDFS3,610 shares · 0.0% of their software$57KFlat
- PhreesiaPHR1,711 shares · 0.0% of their software$53KNew · Flat
- MongoDBMDB299 shares · 0.0% of their software$49KFlat
- FastlyFSLY1,991 shares · 0.0% of their software$45KFlat
- Ribbon Communications Inc.RBBN15,695 shares · 0.0% of their software$44KFlat
- Donnelley Financial Solutions, Inc.DFIN4,496 shares · 0.0% of their software$41KFlat
- SoundThinking, Inc.SSTI1,499 shares · 0.0% of their software$41KFlat
- Immersion CorporationIMMR5,295 shares · 0.0% of their software$39KFlat
- Red Violet, Inc.RDVT1,492 shares · 0.0% of their software$32KFlat
- eGain CorporationEGAN3,733 shares · 0.0% of their software$27KFlat
- DHI Group, Inc.DHX8,975 shares · 0.0% of their software$25KFlat
- Rimini Street, Inc.RMNI3,933 shares · 0.0% of their software$20KFlat
- Asure Software, Inc.ASUR2,265 shares · 0.0% of their software$19KFlat
- Intellicheck, Inc.IDN1,801 shares · 0.0% of their software$15KFlat
- Rekor Systems, Inc.REKR1,975 shares · 0.0% of their software$9KFlat
- NetSol Technologies, Inc.NTWK1,952 shares · 0.0% of their software$8KFlat
- Veritone, Inc.VERI3,444 shares · 0.0% of their software$8KFlat
- VirTra, Inc.VTSI1,372 shares · 0.0% of their software$6KFlat
- AI Financial CorporationAIFC180 shares · 0.0% of their software$1KFlat
- Bridgeline Digital, Inc.BLIN490 shares · 0.0% of their software$1KNew · Flat