Generalist · San Antonio, TX
Victory Capital Management
Q3 2020 · compared with Q2 2020
Filed as Victory Capital Management INC
- Software
- $6.0B
- Weight of 13F
- 7.8%
- Names
- 114
- Net bought
- −$119M
Filed 9 November 2020 · SEC filing.
The filing marked some holdings confidential.
2,451 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
- MicrosoftMSFT6,341,945 shares · 22.2% of their software · price +$43.3M$1.3B+$14.5M
- RingCentralRNG1,048,838 shares · 4.8% of their software · price −$10.9M$288M−$41.3M
- AdobeADBE523,360 shares · 4.3% of their software · price +$28.8M$257M+$7.4M
- TwilioTWLO906,816 shares · 3.7% of their software · price +$25.1M$224MFlat
- SalesforceCRM838,100 shares · 3.5% of their software · price +$53.6M$211M+$14.5M
- Bandwidth Inc.BAND1,055,425 shares · 3.1% of their software · price +$50.2M$184M+$9.1M
- WixWIX703,818 shares · 3.0% of their software · price −$964K$179M−$52.4M
- DocuSignDOCU781,193 shares · 2.8% of their software · price +$33.6M$168M−$23.1M
- VeriskVRSK881,543 shares · 2.7% of their software · price +$13.3M$163MFlat
- ServiceNowNOW326,794 shares · 2.6% of their software · price +$26.1M$158M−$17.6M
- VeevaVEEV542,389 shares · 2.5% of their software · price +$25.4M$153M−$21.3M
- SynopsysSNPS708,409 shares · 2.5% of their software · price +$13.4M$152M−$19.2M
- Roper Technologies, Inc.ROP369,125 shares · 2.4% of their software · price +$2.5M$146M−$6.4M
- CoStarCSGP153,507 shares · 2.2% of their software · price +$21.2M$130M−$16.2M
- Fair IsaacFICO296,313 shares · 2.1% of their software · price +$2.2M$126MFlat
- Fiserv, Inc.FISV1,153,480 shares · 2.0% of their software · price +$6.3M$119M−$12.0M
- VaronisVRNS1,029,025 shares · 2.0% of their software · price +$27.7M$119M+$8.3M
- Tyler TechnologiesTYL257,429 shares · 1.5% of their software$89.7M−$1.7M
- IntuitINTU269,489 shares · 1.5% of their software · price +$8.1M$87.9M+$3.2M
- GoDaddyGDDY1,132,126 shares · 1.4% of their software · price +$3.0M$86.0M+$4.1M
- PTCPTC1,019,864 shares · 1.4% of their software · price +$5.0M$84.4M+$4.7M
- OracleORCL1,398,978 shares · 1.4% of their software · price +$6.2M$83.5MFlat
- Uber Technologies, Inc.UBER2,085,283 shares · 1.3% of their software · price +$11.3M$76.1M−$1.8M
- LiveRamp Holdings, Inc.RAMP1,239,306 shares · 1.1% of their software · price +$11.5M$64.2M+$11.3M
- WorkdayWDAY294,916 shares · 1.1% of their software · price +$8.2M$63.4M−$11.2M
- Q2QTWO679,683 shares · 1.0% of their software · price +$3.7M$62.0M+$10.0M
- Palo Alto NetworksPANW249,516 shares · 1.0% of their software · price +$3.8M$61.1MFlat
- Five9FIVN430,698 shares · 0.9% of their software · price +$8.2M$55.9M+$14.5M
- The Trade DeskTTD105,690 shares · 0.9% of their software · price +$11.9M$54.8MFlat
- DropboxDBX2,829,930 shares · 0.9% of their software · price −$7.1M$54.5M+$3.3M
- PaycomPAYC162,295 shares · 0.8% of their software$50.5M−$36.1M
- TrimbleTRMB1,016,747 shares · 0.8% of their software · price +$5.6M$49.5M−$6.0M
- ACI WorldwideACIW1,834,754 shares · 0.8% of their software · price −$1.6M$47.9M−$24.3M
- ShopifySHOP45,180 shares · 0.8% of their software · price +$3.3M$46.2M−$881K
- Automatic Data Processing, Inc.ADP327,937 shares · 0.8% of their software · price −$3.1M$45.7M+$2.9M
- Health CatalystHCAT1,186,521 shares · 0.7% of their software · price +$8.8M$43.4M+$2.8M
- Strategy IncMSTR274,095 shares · 0.7% of their software · price +$8.8M$41.3M−$20.6M
- Block, Inc.XYZ249,470 shares · 0.7% of their software · price +$14.4M$40.6M−$11.3M
- Shift4 Payments, Inc.FOUR811,847 shares · 0.7% of their software · price +$10.4M$39.3MNew · +$28.8M
- ZoomZM81,747 shares · 0.6% of their software · price +$17.7M$38.4M+$1.4M
- Repay Holdings CorporationRPAY1,625,983 shares · 0.6% of their software · price −$1.8M$38.2M+$15.4M
- CadenceCDNS357,873 shares · 0.6% of their software · price +$3.8M$38.2M+$14.1M
- Euronet Worldwide, Inc.EEFT412,722 shares · 0.6% of their software · price −$1.9M$37.6M+$20.0M
- Paychex, Inc.PAYX454,650 shares · 0.6% of their software · price +$1.8M$36.3M+$1.8M
- DynatraceDT772,461 shares · 0.5% of their software$31.7M+$5.8M
- AutodeskADSK136,828 shares · 0.5% of their software · price −$1.1M$31.6M+$2.6M
- OktaOKTA143,944 shares · 0.5% of their software · price +$2.0M$30.8M+$652K
- FactSetFDS85,041 shares · 0.5% of their software · price +$545K$28.5M+$4.2M
- VeriSign, Inc.VRSN127,556 shares · 0.4% of their software$26.1M+$3.3M
- BroadridgeBR183,277 shares · 0.4% of their software · price +$1.1M$24.2M−$15.3M
- AkamaiAKAM217,098 shares · 0.4% of their software · price +$749K$24.0M+$7.4M
- SS&CSSNC390,577 shares · 0.4% of their software · price +$1.6M$23.6MFlat
- NetApp, Inc.NTAP463,229 shares · 0.3% of their software$20.3MFlat
- Gen DigitalGEN885,188 shares · 0.3% of their software · price +$894K$18.4M+$8.1M
- FortinetFTNT106,834 shares · 0.2% of their software · price −$2.1M$12.6M+$5.9M
- ZscalerZS55,882 shares · 0.1% of their software · price +$1.7M$7.9M+$4.8M
- MorningstarMORN47,585 shares · 0.1% of their software · price +$935K$7.6MFlat
- CrowdStrikeCRWD54,056 shares · 0.1% of their software · price +$2.0M$7.4M−$2.0M
- DatadogDDOG67,212 shares · 0.1% of their software · price +$1.0M$6.9M+$3.2M
- F5, Inc.FFIV47,470 shares · 0.1% of their software · price −$793K$5.8M+$1.1M
- HubSpotHUBS17,692 shares · 0.1% of their software · price +$1.2M$5.2M+$2.5M
- Check PointCHKP39,484 shares · 0.1% of their software · price +$510K$4.8MFlat
- PaylocityPCTY24,132 shares · 0.1% of their software$3.9MFlat
- InterDigital, Inc.IDCC57,350 shares · 0.1% of their software$3.3M−$687K
- NetScout Systems, Inc.NTCT137,587 shares · 0.1% of their software · price −$513K$3.0MFlat
- Upbound Group, Inc.UPBD96,587 shares · 0.0% of their software$2.9MFlat
- CloudflareNET70,007 shares · 0.0% of their software$2.9MFlat
- DescartesDSGX49,315 shares · 0.0% of their software$2.8MNew · +$2.6M
- OneSpan Inc.OSPN126,957 shares · 0.0% of their software · price −$885K$2.7M−$742K
- DomoDOMO65,070 shares · 0.0% of their software$2.5M—
- WEX Inc.WEX17,889 shares · 0.0% of their software$2.5MFlat
- ElasticESTC22,362 shares · 0.0% of their software$2.4M−$875K
- BILLBILL21,835 shares · 0.0% of their software$2.2M−$18.1M
- PagerDutyPD70,895 shares · 0.0% of their software$1.9M−$702K
- ZoomInfoZI44,547 shares · 0.0% of their software$1.9M—
- BlackLineBL20,705 shares · 0.0% of their software$1.9M−$1.6M
- Simulations PlusSLP24,392 shares · 0.0% of their software$1.8MFlat
- Endava plcDAVA23,489 shares · 0.0% of their software$1.5MFlat
- Digital TurbineAPPS44,680 shares · 0.0% of their software · price +$901K$1.5MFlat
- YextYEXT90,593 shares · 0.0% of their software$1.4M+$1.3M
- GuidewireGWRE12,562 shares · 0.0% of their software$1.3MFlat
- Manhattan AssociatesMANH13,492 shares · 0.0% of their software$1.3MFlat
- Mitek Systems, Inc.MITK89,475 shares · 0.0% of their software$1.1MFlat
- MongoDBMDB4,516 shares · 0.0% of their software$1.0MNew · +$1.0M
- UnityU10,021 shares · 0.0% of their software$875KNew · +$875K
- OpenTextOTEX19,852 shares · 0.0% of their software$839KNew · +$843K
- PegasystemsPEGA5,784 shares · 0.0% of their software$700KFlat
- i3 Verticals, Inc.IIIV23,452 shares · 0.0% of their software$592KFlat
- SPS CommerceSPSC7,566 shares · 0.0% of their software$589KFlat
- FastlyFSLY5,901 shares · 0.0% of their software$553KNew · +$502K
- Alarm.com Holdings, Inc.ALRM8,643 shares · 0.0% of their software$478KFlat
- TeradataTDC21,002 shares · 0.0% of their software$477KFlat
- QualysQLYS4,804 shares · 0.0% of their software$471KFlat
- Rapid7RPD7,541 shares · 0.0% of their software$462KFlat
- BoxBOX23,123 shares · 0.0% of their software$401K−$1.2M
- CommvaultCVLT9,607 shares · 0.0% of their software$392KFlat
- ProgressPRGS10,441 shares · 0.0% of their software$383KFlat
- Calix, Inc.CALX20,841 shares · 0.0% of their software$371KNew · Flat
- TenableTENB9,015 shares · 0.0% of their software$340KFlat
- BlackbaudBLKB5,833 shares · 0.0% of their software$326KFlat
- NutanixNTNX13,959 shares · 0.0% of their software$310KFlat
- AppFolioAPPF2,072 shares · 0.0% of their software$294KFlat
- ePlus inc.PLUS3,971 shares · 0.0% of their software$291KFlat
- Sabre CorporationSABR43,593 shares · 0.0% of their software$284KFlat
- Cerence Inc.CRNC5,487 shares · 0.0% of their software$268KFlat
- SchrödingerSDGR5,323 shares · 0.0% of their software$253KFlat
- WorkivaWK4,024 shares · 0.0% of their software$224KFlat
- EVERTEC, Inc.EVTC5,910 shares · 0.0% of their software$205K−$999K
- 8x8EGHT12,261 shares · 0.0% of their software$191K—
- A10 Networks, Inc.ATEN20,776 shares · 0.0% of their software$132KNew · Flat
- MagniteMGNI17,001 shares · 0.0% of their software$118KNew · Flat
- PowerFleet, Inc.AIOT13,929 shares · 0.0% of their software$78KFlat
- Ribbon Communications Inc.RBBN18,921 shares · 0.0% of their software$73KFlat
- Paysign, Inc.PAYS10,589 shares · 0.0% of their software$60KFlat