Generalist · San Antonio, TX
Victory Capital Management
Q2 2020 · compared with Q1 2020
Filed as Victory Capital Management INC
- Software
- $5.6B
- Weight of 13F
- 7.7%
- Names
- 108
- Net bought
- −$232M
Filed 7 August 2020 · SEC filing.
2,463 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
- MicrosoftMSFT6,270,632 shares · 22.7% of their software · price +$287M$1.3B−$97.0M
- RingCentralRNG1,193,792 shares · 6.1% of their software · price +$87.3M$340M−$68.8M
- WixWIX908,140 shares · 4.1% of their software · price +$141M$233M−$20.1M
- AdobeADBE506,411 shares · 3.9% of their software · price +$59.3M$220M+$9.2M
- TwilioTWLO902,075 shares · 3.5% of their software · price +$117M$198M−$23.6M
- DocuSignDOCU915,088 shares · 2.8% of their software · price +$73.0M$158M−$41.2M
- SynopsysSNPS807,069 shares · 2.8% of their software · price +$53.4M$157M+$45.9M
- VeriskVRSK884,524 shares · 2.7% of their software · price +$27.3M$151M+$75.2M
- ServiceNowNOW370,182 shares · 2.7% of their software · price +$43.9M$150M−$39.7M
- Roper Technologies, Inc.ROP385,602 shares · 2.7% of their software · price +$29.5M$150M+$66.6M
- VeevaVEEV633,237 shares · 2.6% of their software · price +$49.4M$148M−$57.2M
- SalesforceCRM760,963 shares · 2.5% of their software · price +$33.0M$143M−$19.6M
- CoStarCSGP176,337 shares · 2.2% of their software · price +$21.8M$125M+$2.2M
- Bandwidth Inc.BAND984,140 shares · 2.2% of their software · price +$58.8M$125M−$4.6M
- Fiserv, Inc.FISV1,276,373 shares · 2.2% of their software · price +$3.4M$125M−$70.7M
- Fair IsaacFICO295,869 shares · 2.2% of their software · price +$32.6M$124M−$41.3M
- Tyler TechnologiesTYL262,351 shares · 1.6% of their software · price +$13.2M$91.0M+$67.7M
- PaycomPAYC278,754 shares · 1.5% of their software · price +$30.0M$86.3MFlat
- VaronisVRNS935,727 shares · 1.5% of their software · price +$23.2M$82.8M−$22.4M
- GoDaddyGDDY1,076,046 shares · 1.4% of their software · price +$17.5M$78.9M−$13.9M
- OracleORCL1,399,249 shares · 1.4% of their software · price +$9.7M$77.3M−$31.2M
- IntuitINTU258,808 shares · 1.4% of their software · price +$17.1M$76.7M+$10.9M
- PTCPTC959,068 shares · 1.3% of their software · price +$15.9M$74.6M+$57.7M
- ACI WorldwideACIW2,733,702 shares · 1.3% of their software · price +$7.8M$73.8M+$6.4M
- Uber Technologies, Inc.UBER2,144,312 shares · 1.2% of their software · price +$6.8M$66.6M+$7.9M
- WorkdayWDAY354,882 shares · 1.2% of their software · price +$20.3M$66.5M+$2.9M
- DropboxDBX2,678,261 shares · 1.0% of their software · price +$9.8M$58.3M−$13.6M
- Palo Alto NetworksPANW251,299 shares · 1.0% of their software · price +$16.5M$57.7M+$33.7M
- Strategy IncMSTR448,624 shares · 0.9% of their software$53.1MFlat
- TrimbleTRMB1,156,302 shares · 0.9% of their software · price +$13.1M$49.9M−$3.6M
- Q2QTWO562,926 shares · 0.9% of their software · price +$15.0M$48.3M+$3.1M
- Automatic Data Processing, Inc.ADP308,679 shares · 0.8% of their software · price +$3.8M$46.0MFlat
- ShopifySHOP46,108 shares · 0.8% of their software · price +$24.5M$43.8M−$1.4M
- The Trade DeskTTD104,862 shares · 0.8% of their software · price +$22.4M$42.6M−$8.4M
- LiveRamp Holdings, Inc.RAMP973,212 shares · 0.7% of their software · price +$9.3M$41.3M+$958K
- BroadridgeBR304,908 shares · 0.7% of their software · price +$9.6M$38.5M+$22.0M
- Block, Inc.XYZ357,129 shares · 0.7% of their software · price +$18.8M$37.5M+$12.9M
- Five9FIVN299,337 shares · 0.6% of their software · price +$10.2M$33.1M+$829K
- Paychex, Inc.PAYX430,539 shares · 0.6% of their software · price +$5.5M$32.6M−$2.4M
- Health CatalystHCAT1,091,722 shares · 0.6% of their software · price +$3.3M$31.8M+$779K
- AutodeskADSK126,120 shares · 0.5% of their software · price +$10.5M$30.2MFlat
- OktaOKTA140,690 shares · 0.5% of their software · price +$11.0M$28.2M−$11.2M
- DynatraceDT630,268 shares · 0.5% of their software · price +$10.6M$25.6M+$14.6M
- Repay Holdings CorporationRPAY999,844 shares · 0.4% of their software · price +$10.3M$24.6MNew · +$14.3M
- FactSetFDS72,236 shares · 0.4% of their software · price +$4.9M$23.7M+$1.5M
- VeriSign, Inc.VRSN111,814 shares · 0.4% of their software · price +$3.0M$23.1M−$1.6M
- SS&CSSNC387,120 shares · 0.4% of their software · price +$4.9M$21.9M−$537K
- NetApp, Inc.NTAP472,832 shares · 0.4% of their software · price +$1.3M$21.0M+$8.7M
- CadenceCDNS210,662 shares · 0.4% of their software · price +$6.3M$20.2MFlat
- BILLBILL222,544 shares · 0.4% of their software · price +$12.5M$20.1M+$6.8M
- Euronet Worldwide, Inc.EEFT203,907 shares · 0.3% of their software · price +$2.1M$19.5M−$120M
- ZoomZM76,334 shares · 0.3% of their software · price +$8.2M$19.4M+$9.5M
- AkamaiAKAM147,549 shares · 0.3% of their software · price +$2.3M$15.8M+$5.5M
- Gen DigitalGEN478,491 shares · 0.2% of their software · price +$536K$9.5M+$3.4M
- FortinetFTNT63,638 shares · 0.2% of their software · price +$2.3M$8.7M−$805K
- CrowdStrikeCRWD73,959 shares · 0.1% of their software · price +$3.3M$7.4M+$1.8M
- MorningstarMORN45,622 shares · 0.1% of their software · price +$1.1M$6.4M−$5.5M
- F5, Inc.FFIV39,503 shares · 0.1% of their software · price +$1.3M$5.5M+$1.4M
- Check PointCHKP40,869 shares · 0.1% of their software$4.4MFlat
- OneSpan Inc.OSPN153,527 shares · 0.1% of their software · price +$1.5M$4.3M+$582K
- InterDigital, Inc.IDCC69,487 shares · 0.1% of their software · price +$834K$3.9MFlat
- PaylocityPCTY23,409 shares · 0.1% of their software · price +$1.3M$3.4MFlat
- DomoDOMO105,370 shares · 0.1% of their software$3.4M—
- NetScout Systems, Inc.NTCT130,615 shares · 0.1% of their software$3.3M+$895K
- BlackLineBL39,437 shares · 0.1% of their software · price +$1.2M$3.3MFlat
- ElasticESTC31,856 shares · 0.1% of their software · price +$1.2M$2.9M+$516K
- CloudflareNET81,578 shares · 0.1% of their software · price +$1.0M$2.9M−$648K
- PagerDutyPD95,426 shares · 0.0% of their software · price +$1.1M$2.7MFlat
- WEX Inc.WEX16,477 shares · 0.0% of their software · price +$996K$2.7MFlat
- DatadogDDOG30,898 shares · 0.0% of their software · price +$1.6M$2.7MFlat
- Upbound Group, Inc.UPBD83,345 shares · 0.0% of their software · price +$1.1M$2.3M+$708K
- BoxBOX80,393 shares · 0.0% of their software · price +$540K$1.7MFlat
- Endava plcDAVA33,451 shares · 0.0% of their software$1.6MNew · +$1.2M
- Manhattan AssociatesMANH15,609 shares · 0.0% of their software · price +$693K$1.5M−$1.2M
- GuidewireGWRE13,239 shares · 0.0% of their software$1.5MFlat
- HubSpotHUBS6,381 shares · 0.0% of their software · price +$582K$1.4MFlat
- ZoomInfoZI26,730 shares · 0.0% of their software$1.4MNew
- ZscalerZS12,180 shares · 0.0% of their software · price +$592K$1.3MFlat
- Simulations PlusSLP21,557 shares · 0.0% of their software · price +$537K$1.3MFlat
- EVERTEC, Inc.EVTC41,479 shares · 0.0% of their software$1.2MFlat
- Mitek Systems, Inc.MITK114,900 shares · 0.0% of their software$1.1MFlat
- i3 Verticals, Inc.IIIV35,474 shares · 0.0% of their software$1.1MFlat
- Ooma, Inc.OOMA59,345 shares · 0.0% of their software$978KFlat
- AppFolioAPPF4,777 shares · 0.0% of their software$777KFlat
- SchrödingerSDGR6,915 shares · 0.0% of their software$633KFlat
- SPS CommerceSPSC8,339 shares · 0.0% of their software$626KFlat
- PegasystemsPEGA6,059 shares · 0.0% of their software$613KFlat
- Alarm.com Holdings, Inc.ALRM8,469 shares · 0.0% of their software$549KFlat
- Lyft, Inc.LYFT16,464 shares · 0.0% of their software$543KFlat
- QualysQLYS4,912 shares · 0.0% of their software$511KFlat
- Digital TurbineAPPS34,729 shares · 0.0% of their software$437KFlat
- Rapid7RPD7,981 shares · 0.0% of their software$407KFlat
- NutanixNTNX14,764 shares · 0.0% of their software$350KFlat
- BlackbaudBLKB6,090 shares · 0.0% of their software$348K−$1.9M
- TeradataTDC16,602 shares · 0.0% of their software$345KFlat
- Sabre CorporationSABR37,524 shares · 0.0% of their software$302K−$841K
- TenableTENB10,089 shares · 0.0% of their software$301KFlat
- Agilysys, Inc.AGYS14,747 shares · 0.0% of their software$265KFlat
- ePlus inc.PLUS3,685 shares · 0.0% of their software$260KFlat
- CommvaultCVLT6,522 shares · 0.0% of their software$252KFlat
- ProgressPRGS6,476 shares · 0.0% of their software$251K−$1.2M
- 8x8EGHT14,986 shares · 0.0% of their software$240K—
- Cerence Inc.CRNC5,769 shares · 0.0% of their software$236K−$696K
- YextYEXT13,825 shares · 0.0% of their software$230KFlat
- WorkivaWK4,281 shares · 0.0% of their software$229KFlat
- Paysign, Inc.PAYS15,820 shares · 0.0% of their software$154KSplit
- Ribbon Communications Inc.RBBN17,039 shares · 0.0% of their software$67KFlat
- PowerFleet, Inc.AIOT14,189 shares · 0.0% of their software$66KFlat