Generalist · San Antonio, TX
Victory Capital Management
Q4 2020 · compared with Q3 2020
Filed as Victory Capital Management INC
- Software
- $6.8B
- Weight of 13F
- 7.7%
- Names
- 121
- Net bought
- −$126M
Filed 1 February 2021 · SEC filing.
The filing marked some holdings confidential.
2,503 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
- MicrosoftMSFT6,117,368 shares · 20.1% of their software · price +$74.0M$1.4B−$47.2M
- RingCentralRNG929,543 shares · 5.2% of their software · price +$97.0M$352M−$32.8M
- TwilioTWLO983,237 shares · 4.9% of their software · price +$89.9M$333M+$18.9M
- AdobeADBE528,982 shares · 3.9% of their software · price +$5.1M$265M+$2.8M
- WixWIX828,935 shares · 3.1% of their software · price −$4.1M$207M+$31.9M
- VeriskVRSK905,568 shares · 2.8% of their software · price +$20.2M$188M+$4.5M
- ServiceNowNOW322,675 shares · 2.6% of their software · price +$21.1M$178M−$2.0M
- Bandwidth Inc.BAND1,145,523 shares · 2.6% of their software · price −$23.9M$176M+$15.7M
- SynopsysSNPS642,794 shares · 2.5% of their software · price +$29.1M$167M−$14.0M
- VaronisVRNS996,726 shares · 2.4% of their software · price +$48.0M$163M−$3.7M
- SalesforceCRM691,677 shares · 2.3% of their software · price −$19.9M$154M−$36.8M
- VeevaVEEV563,381 shares · 2.3% of their software · price −$5.0M$153M+$5.9M
- Palo Alto NetworksPANW413,708 shares · 2.2% of their software · price +$45.8M$147M+$40.2M
- Fiserv, Inc.FISV1,237,737 shares · 2.1% of their software · price +$13.4M$141M+$8.7M
- CoStarCSGP146,892 shares · 2.0% of their software · price +$11.1M$136M−$5.6M
- PTCPTC1,025,755 shares · 1.8% of their software · price +$37.8M$123MFlat
- Uber Technologies, Inc.UBER2,340,766 shares · 1.8% of their software · price +$34.0M$119M+$9.3M
- Fair IsaacFICO220,285 shares · 1.7% of their software · price +$18.9M$113M−$32.3M
- Tyler TechnologiesTYL256,973 shares · 1.7% of their software · price +$22.6M$112MFlat
- Roper Technologies, Inc.ROP257,731 shares · 1.6% of their software · price +$9.3M$111M−$44.0M
- IntuitINTU269,346 shares · 1.5% of their software · price +$14.4M$102MFlat
- CadenceCDNS710,438 shares · 1.4% of their software · price +$21.2M$96.9M+$37.6M
- DocuSignDOCU417,767 shares · 1.4% of their software · price +$2.9M$92.9M−$78.2M
- The Trade DeskTTD115,547 shares · 1.4% of their software · price +$32.6M$92.6M+$5.1M
- GoDaddyGDDY1,105,395 shares · 1.4% of their software · price +$7.7M$91.7M−$2.0M
- ACI WorldwideACIW2,340,372 shares · 1.3% of their software · price +$28.8M$89.9M+$13.2M
- OracleORCL1,356,200 shares · 1.3% of their software · price +$6.8M$87.7M−$2.6M
- Euronet Worldwide, Inc.EEFT599,902 shares · 1.3% of their software · price +$32.3M$86.9M+$17.1M
- WorkdayWDAY342,835 shares · 1.2% of their software · price +$8.4M$82.1M+$10.3M
- LiveRamp Holdings, Inc.RAMP1,007,645 shares · 1.1% of their software · price +$21.6M$73.8M−$12.0M
- PaycomPAYC153,778 shares · 1.0% of their software · price +$21.7M$69.5M−$2.7M
- Automatic Data Processing, Inc.ADP351,283 shares · 0.9% of their software · price +$12.9M$61.9M+$3.3M
- FactSetFDS167,072 shares · 0.8% of their software$55.6M+$27.5M
- Five9FIVN315,003 shares · 0.8% of their software · price +$14.1M$54.9M−$15.0M
- Q2QTWO415,640 shares · 0.8% of their software · price +$14.7M$52.6M−$24.1M
- Shift4 Payments, Inc.FOUR687,430 shares · 0.8% of their software · price +$18.6M$51.8M−$6.0M
- Block, Inc.XYZ237,809 shares · 0.8% of their software · price +$13.1M$51.8M−$1.9M
- ShopifySHOP45,320 shares · 0.8% of their software · price +$4.9M$51.3MFlat
- TrimbleTRMB767,728 shares · 0.8% of their software · price +$13.9M$51.3M−$12.1M
- Health CatalystHCAT1,146,358 shares · 0.7% of their software · price +$7.9M$49.9M−$1.5M
- Repay Holdings CorporationRPAY1,829,250 shares · 0.7% of their software · price +$6.9M$49.8M+$4.8M
- Paychex, Inc.PAYX490,253 shares · 0.7% of their software · price +$6.6M$45.7M+$2.8M
- Telos CorporationTLS1,299,363 shares · 0.6% of their software$42.9MNew · +$42.9M
- AutodeskADSK140,320 shares · 0.6% of their software · price +$10.4M$42.8M+$807K
- DropboxDBX1,707,889 shares · 0.6% of their software · price +$5.0M$37.9M−$21.6M
- NetApp, Inc.NTAP572,116 shares · 0.6% of their software · price +$12.8M$37.9M+$4.8M
- ZoomZM103,834 shares · 0.5% of their software · price −$13.8M$35.0M+$10.4M
- DynatraceDT804,488 shares · 0.5% of their software · price +$1.8M$34.8M+$1.3M
- OktaOKTA121,434 shares · 0.5% of their software · price +$4.9M$30.9M−$4.8M
- VeriSign, Inc.VRSN123,712 shares · 0.4% of their software · price +$1.4M$26.8M−$787K
- SS&CSSNC345,663 shares · 0.4% of their software · price +$4.2M$25.1M−$2.7M
- AkamaiAKAM199,179 shares · 0.3% of their software · price −$1.1M$20.9M−$2.0M
- Gen DigitalGEN852,044 shares · 0.3% of their software$17.7M−$691K
- CrowdStrikeCRWD79,963 shares · 0.2% of their software · price +$6.0M$16.9M+$3.6M
- FortinetFTNT104,570 shares · 0.2% of their software · price +$3.2M$15.5MFlat
- ZscalerZS75,161 shares · 0.2% of their software · price +$4.4M$15.0M+$2.7M
- MorningstarMORN42,238 shares · 0.1% of their software · price +$3.0M$9.8M−$859K
- DatadogDDOG98,162 shares · 0.1% of their software$9.7M+$3.2M
- BroadridgeBR59,000 shares · 0.1% of their software · price +$1.3M$9.0M−$16.4M
- F5, Inc.FFIV47,396 shares · 0.1% of their software · price +$2.5M$8.3MFlat
- HubSpotHUBS18,181 shares · 0.1% of their software · price +$1.9M$7.2MFlat
- Check PointCHKP51,256 shares · 0.1% of their software · price +$644K$6.8M+$1.4M
- Upbound Group, Inc.UPBD154,929 shares · 0.1% of their software · price +$1.3M$5.9M+$1.7M
- CloudflareNET63,254 shares · 0.1% of their software · price +$2.2M$4.8MFlat
- DescartesDSGX76,245 shares · 0.1% of their software$4.5M+$1.5M
- PaylocityPCTY21,623 shares · 0.1% of their software · price +$962K$4.5MFlat
- NetScout Systems, Inc.NTCT158,371 shares · 0.1% of their software · price +$885K$4.3MFlat
- DomoDOMO65,070 shares · 0.1% of their software$4.2MFlat
- Digital TurbineAPPS70,278 shares · 0.1% of their software · price +$1.7M$4.0M+$838K
- WEX Inc.WEX18,363 shares · 0.1% of their software · price +$1.2M$3.7MFlat
- InterDigital, Inc.IDCC55,164 shares · 0.0% of their software$3.3MFlat
- BlackLineBL24,220 shares · 0.0% of their software · price +$1.1M$3.2MFlat
- ElasticESTC20,872 shares · 0.0% of their software · price +$798K$3.1MFlat
- QualysQLYS23,334 shares · 0.0% of their software · price +$557K$2.8M+$1.8M
- MongoDBMDB7,776 shares · 0.0% of their software · price +$992K$2.8M+$755K
- PagerDutyPD66,213 shares · 0.0% of their software · price +$966K$2.8MFlat
- OneSpan Inc.OSPN122,285 shares · 0.0% of their software$2.5MFlat
- Amdocs LimitedDOX35,062 shares · 0.0% of their software$2.5MNew · +$2.0M
- StoneCo Ltd.STNE26,635 shares · 0.0% of their software · price +$826K$2.2MNew · +$1.4M
- GuidewireGWRE13,335 shares · 0.0% of their software$1.7MFlat
- Endava plcDAVA21,926 shares · 0.0% of their software$1.7MFlat
- YextYEXT86,569 shares · 0.0% of their software$1.4MFlat
- BILLBILL9,926 shares · 0.0% of their software$1.4M−$1.2M
- SPS CommerceSPSC12,335 shares · 0.0% of their software$1.3MFlat
- SnowflakeSNOW4,743 shares · 0.0% of their software$1.3MNew · +$1.2M
- Simulations PlusSLP17,994 shares · 0.0% of their software$1.3MFlat
- PowerFleet, Inc.AIOT147,076 shares · 0.0% of their software$1.1M+$750K
- Strategy IncMSTR2,788 shares · 0.0% of their software · price +$664K$1.1M−$40.8M
- Cerence Inc.CRNC10,650 shares · 0.0% of their software · price +$550K$1.1MFlat
- ZoomInfoZI22,033 shares · 0.0% of their software$1.1M—
- PalantirPLTR43,775 shares · 0.0% of their software · price +$615K$1.0MNew · Flat
- Alarm.com Holdings, Inc.ALRM9,545 shares · 0.0% of their software$987KFlat
- Calix, Inc.CALX32,384 shares · 0.0% of their software$964KFlat
- Manhattan AssociatesMANH9,083 shares · 0.0% of their software$955KFlat
- FastlyFSLY10,059 shares · 0.0% of their software$879KFlat
- PegasystemsPEGA6,099 shares · 0.0% of their software$813KFlat
- i3 Verticals, Inc.IIIV22,418 shares · 0.0% of their software$744KFlat
- C3.aiAI5,000 shares · 0.0% of their software$694KNew · +$694K
- Rapid7RPD7,555 shares · 0.0% of their software$681KFlat
- CommvaultCVLT12,062 shares · 0.0% of their software$668KFlat
- ProgressPRGS13,452 shares · 0.0% of their software$608KFlat
- TeradataTDC25,706 shares · 0.0% of their software$578KFlat
- TenableTENB11,056 shares · 0.0% of their software$578KFlat
- Sabre CorporationSABR46,772 shares · 0.0% of their software$562KFlat
- MagniteMGNI15,942 shares · 0.0% of their software$490KFlat
- NutanixNTNX14,856 shares · 0.0% of their software$473KFlat
- BoxBOX24,982 shares · 0.0% of their software$451KFlat
- 8x8EGHT13,002 shares · 0.0% of their software$448K—
- Mitek Systems, Inc.MITK23,049 shares · 0.0% of their software$410K−$846K
- SchrödingerSDGR5,142 shares · 0.0% of their software$407KFlat
- AppFolioAPPF2,185 shares · 0.0% of their software$393KFlat
- WorkivaWK4,279 shares · 0.0% of their software$392KFlat
- ePlus inc.PLUS4,315 shares · 0.0% of their software$380KFlat
- BlackbaudBLKB6,145 shares · 0.0% of their software$354KFlat
- PhreesiaPHR6,466 shares · 0.0% of their software$351KNew · Flat
- International Money Express, Inc.IMXI21,431 shares · 0.0% of their software$333KNew · Flat
- A10 Networks, Inc.ATEN31,583 shares · 0.0% of their software$311KFlat
- AppianAPPN1,878 shares · 0.0% of their software$304KNew · Flat
- Lyft, Inc.LYFT5,851 shares · 0.0% of their software$287KNew · Flat
- EVERTEC, Inc.EVTC5,660 shares · 0.0% of their software$223KFlat
- Ribbon Communications Inc.RBBN19,973 shares · 0.0% of their software$131KFlat