Generalist · San Antonio, TX
Victory Capital Management
Q1 2020 · compared with Q4 2019
Filed as Victory Capital Management INC
- Software
- $4.3B
- Weight of 13F
- 7.3%
- Names
- 127
- Net bought
- −$299M
Filed 4 May 2020 · SEC filing.
3,704 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
- MicrosoftMSFT6,885,457 shares · 25.3% of their software$1.1B−$49.3M
- RingCentralRNG1,518,341 shares · 7.5% of their software · price +$65.7M$322M+$9.2M
- Fiserv, Inc.FISV2,021,156 shares · 4.5% of their software · price −$41.7M$192M+$78.9M
- VeevaVEEV999,035 shares · 3.6% of their software · price +$15.7M$156M−$15.3M
- AdobeADBE477,561 shares · 3.5% of their software · price −$5.5M$152M+$42.9M
- ServiceNowNOW508,638 shares · 3.4% of their software · price +$2.2M$146M−$94.0M
- Euronet Worldwide, Inc.EEFT1,600,235 shares · 3.2% of their software · price −$115M$137M−$87.2M
- Fair IsaacFICO430,103 shares · 3.1% of their software · price −$28.8M$132M−$27.9M
- SalesforceCRM897,190 shares · 3.0% of their software · price −$16.7M$129M−$15.0M
- DocuSignDOCU1,361,312 shares · 2.9% of their software · price +$24.9M$126M−$1.3M
- WixWIX1,107,581 shares · 2.6% of their software · price −$23.9M$112M−$11.8M
- TwilioTWLO1,165,737 shares · 2.4% of their software · price −$10.2M$104M−$16.9M
- CoStarCSGP172,619 shares · 2.4% of their software · price −$1.9M$101M−$1.4M
- OracleORCL2,044,030 shares · 2.3% of their software · price −$9.5M$98.8M−$1.8M
- VaronisVRNS1,287,583 shares · 1.9% of their software · price −$18.1M$82.0M−$2.9M
- GoDaddyGDDY1,320,011 shares · 1.8% of their software · price −$14.3M$75.4M−$11.3M
- Bandwidth Inc.BAND1,053,204 shares · 1.7% of their software · price +$3.4M$70.9M+$14.7M
- DropboxDBX3,429,863 shares · 1.4% of their software · price +$652K$62.1M−$4.4M
- ACI WorldwideACIW2,466,799 shares · 1.4% of their software · price −$33.9M$59.6M−$18.0M
- SynopsysSNPS450,449 shares · 1.4% of their software · price −$4.7M$58.0M−$20.5M
- PaycomPAYC278,457 shares · 1.3% of their software · price −$17.5M$56.3M−$3.7M
- Roper Technologies, Inc.ROP172,053 shares · 1.3% of their software · price −$7.3M$53.6M−$53.2M
- Strategy IncMSTR447,859 shares · 1.2% of their software · price −$11.0M$52.9M+$3.1M
- Uber Technologies, Inc.UBER1,862,355 shares · 1.2% of their software · price −$3.4M$52.0M+$38.7M
- IntuitINTU211,265 shares · 1.1% of their software · price −$6.7M$48.6M+$3.0M
- VeriskVRSK344,850 shares · 1.1% of their software · price −$3.4M$48.1M−$4.9M
- WorkdayWDAY332,388 shares · 1.0% of their software · price −$11.4M$43.3M−$61.3M
- Automatic Data Processing, Inc.ADP310,752 shares · 1.0% of their software · price −$10.5M$42.5M+$2.3M
- TrimbleTRMB1,268,623 shares · 0.9% of their software · price −$12.5M$40.4M+$9.8M
- LiveRamp Holdings, Inc.RAMP944,100 shares · 0.7% of their software · price −$14.3M$31.1M−$1.0M
- Q2QTWO510,047 shares · 0.7% of their software · price −$11.2M$30.1M+$10.2M
- Paychex, Inc.PAYX468,355 shares · 0.7% of their software · price −$10.4M$29.5M−$7.3M
- The Trade DeskTTD148,602 shares · 0.7% of their software · price −$9.9M$28.7M+$12.5M
- OktaOKTA232,162 shares · 0.7% of their software · price +$1.6M$28.4M−$17.1M
- Health CatalystHCAT1,061,939 shares · 0.6% of their software · price −$9.1M$27.8M+$6.9M
- Five9FIVN288,498 shares · 0.5% of their software · price +$3.1M$22.1M+$10.0M
- VeriSign, Inc.VRSN120,516 shares · 0.5% of their software · price −$1.5M$21.7M−$1.4M
- ShopifySHOP49,440 shares · 0.5% of their software · price +$957K$20.6MNew · +$19.7M
- AutodeskADSK128,235 shares · 0.5% of their software · price −$3.5M$20.0MFlat
- SS&CSSNC399,368 shares · 0.4% of their software · price −$7.0M$17.5M−$5.7M
- FactSetFDS66,587 shares · 0.4% of their software · price −$507K$17.4MFlat
- CadenceCDNS213,289 shares · 0.3% of their software · price −$708K$14.1M−$4.2M
- NetApp, Inc.NTAP264,436 shares · 0.3% of their software · price −$5.4M$11.0M−$2.4M
- MorningstarMORN92,547 shares · 0.3% of their software · price −$3.2M$10.8MFlat
- Tyler TechnologiesTYL34,220 shares · 0.2% of their software$10.1M+$763K
- AkamaiAKAM87,308 shares · 0.2% of their software$8.0M−$1.2M
- Palo Alto NetworksPANW45,785 shares · 0.2% of their software · price −$3.1M$7.5M−$17.4M
- FortinetFTNT71,599 shares · 0.2% of their software$7.2M−$1.1M
- BroadridgeBR72,640 shares · 0.2% of their software · price −$2.1M$6.9M−$1.4M
- Block, Inc.XYZ110,780 shares · 0.1% of their software · price −$1.1M$5.8MFlat
- Gen DigitalGEN299,426 shares · 0.1% of their software · price −$2.0M$5.6MFlat
- DomoDOMO514,991 shares · 0.1% of their software$5.1M—
- Check PointCHKP42,857 shares · 0.1% of their software$4.3MFlat
- InterDigital, Inc.IDCC71,121 shares · 0.1% of their software · price −$701K$3.2MFlat
- F5, Inc.FFIV26,115 shares · 0.1% of their software · price −$862K$2.8M−$1.1M
- CloudflareNET109,192 shares · 0.1% of their software · price +$701K$2.6M−$670K
- BlackLineBL44,591 shares · 0.1% of their software$2.3M+$1.9M
- CrowdStrikeCRWD40,779 shares · 0.1% of their software$2.3M+$1.6M
- BlackbaudBLKB40,112 shares · 0.1% of their software · price −$965K$2.2MFlat
- OneSpan Inc.OSPN121,467 shares · 0.1% of their software$2.2M+$865K
- NetScout Systems, Inc.NTCT92,796 shares · 0.1% of their software$2.2MFlat
- PaylocityPCTY24,704 shares · 0.1% of their software · price −$803K$2.2M−$574K
- Manhattan AssociatesMANH40,002 shares · 0.0% of their software · price −$1.2M$2.0M−$1.0M
- WEX Inc.WEX17,058 shares · 0.0% of their software · price −$1.8M$1.8M−$1.1M
- ZoomZM11,035 shares · 0.0% of their software · price +$862K$1.6MFlat
- BoxBOX103,396 shares · 0.0% of their software$1.5M+$1.3M
- ProgressPRGS44,604 shares · 0.0% of their software$1.4MFlat
- Mitek Systems, Inc.MITK167,614 shares · 0.0% of their software$1.3MFlat
- PagerDutyPD76,051 shares · 0.0% of their software$1.3MFlat
- DatadogDDOG36,489 shares · 0.0% of their software$1.3MFlat
- EVERTEC, Inc.EVTC56,501 shares · 0.0% of their software · price −$639K$1.3MFlat
- ElasticESTC22,607 shares · 0.0% of their software$1.3MFlat
- i3 Verticals, Inc.IIIV60,849 shares · 0.0% of their software · price −$557K$1.2MFlat
- GuidewireGWRE13,590 shares · 0.0% of their software$1.1MFlat
- Sabre CorporationSABR179,269 shares · 0.0% of their software · price −$3.0M$1.1M−$914K
- PTCPTC16,627 shares · 0.0% of their software$1.0MFlat
- Ooma, Inc.OOMA74,697 shares · 0.0% of their software$891KFlat
- HubSpotHUBS6,674 shares · 0.0% of their software$889KFlat
- Cerence Inc.CRNC50,932 shares · 0.0% of their software$784KFlat
- Sprout SocialSPT48,838 shares · 0.0% of their software$779KFlat
- BILLBILL22,493 shares · 0.0% of their software$769K+$749K
- ZscalerZS12,435 shares · 0.0% of their software$757KFlat
- Simulations PlusSLP15,031 shares · 0.0% of their software$525KFlat
- AppFolioAPPF4,660 shares · 0.0% of their software$517KFlat
- PegasystemsPEGA6,956 shares · 0.0% of their software$495KFlat
- Upbound Group, Inc.UPBD33,270 shares · 0.0% of their software$470KFlat
- DynatraceDT19,264 shares · 0.0% of their software$459KFlat
- Lyft, Inc.LYFT16,833 shares · 0.0% of their software$452KFlat
- QualysQLYS5,011 shares · 0.0% of their software$436KFlat
- TeradataTDC17,497 shares · 0.0% of their software$359KFlat
- SPS CommerceSPSC7,641 shares · 0.0% of their software$355KFlat
- Rapid7RPD8,176 shares · 0.0% of their software$354KFlat
- SchrödingerSDGR6,958 shares · 0.0% of their software$300KNew · Flat
- CommvaultCVLT6,781 shares · 0.0% of their software$274KFlat
- NutanixNTNX15,173 shares · 0.0% of their software$240KFlat
- Agilysys, Inc.AGYS14,072 shares · 0.0% of their software$235KFlat
- 8x8EGHT15,263 shares · 0.0% of their software$212KFlat
- TenableTENB9,380 shares · 0.0% of their software$205KFlat
- ePlus inc.PLUS3,066 shares · 0.0% of their software$192KFlat
- Alarm.com Holdings, Inc.ALRM4,813 shares · 0.0% of their software$187KFlat
- Paysign, Inc.PAYS34,419 shares · 0.0% of their software$178KFlat
- WorkivaWK4,387 shares · 0.0% of their software$142KFlat
- YextYEXT13,922 shares · 0.0% of their software$142KFlat
- Digital TurbineAPPS23,552 shares · 0.0% of their software$102KFlat
- PhreesiaPHR4,147 shares · 0.0% of their software$87KFlat
- AppianAPPN1,987 shares · 0.0% of their software$80KFlat
- Ribbon Communications Inc.RBBN21,336 shares · 0.0% of their software$65KFlat
- A10 Networks, Inc.ATEN9,406 shares · 0.0% of their software$58KFlat
- Calix, Inc.CALX8,112 shares · 0.0% of their software$57KFlat
- PowerFleet, Inc.AIOT14,299 shares · 0.0% of their software$49KFlat
- SoundThinking, Inc.SSTI1,562 shares · 0.0% of their software$43KFlat
- PDF Solutions, Inc.PDFS3,474 shares · 0.0% of their software$41KFlat
- MongoDBMDB295 shares · 0.0% of their software$40KFlat
- FastlyFSLY1,993 shares · 0.0% of their software$38KFlat
- PAR Technology CorporationPAR2,428 shares · 0.0% of their software$31KFlat
- eGain CorporationEGAN3,818 shares · 0.0% of their software$28KFlat
- Immersion CorporationIMMR5,177 shares · 0.0% of their software$28KFlat
- Red Violet, Inc.RDVT1,439 shares · 0.0% of their software$26KFlat
- Donnelley Financial Solutions, Inc.DFIN4,681 shares · 0.0% of their software$25KFlat
- DHI Group, Inc.DHX8,757 shares · 0.0% of their software$19KFlat
- Rimini Street, Inc.RMNI3,845 shares · 0.0% of their software$16KFlat
- Asure Software, Inc.ASUR2,143 shares · 0.0% of their software$13KFlat
- Veritone, Inc.VERI3,788 shares · 0.0% of their software$9KFlat
- Rekor Systems, Inc.REKR2,028 shares · 0.0% of their software$8KFlat
- Intellicheck, Inc.IDN2,109 shares · 0.0% of their software$7KFlat
- NetSol Technologies, Inc.NTWK1,914 shares · 0.0% of their software$5KFlat
- VirTra, Inc.VTSI1,342 shares · 0.0% of their software$3KFlat