Generalist · San Antonio, TX
Victory Capital Management
Q2 2021 · compared with Q1 2021
Filed as Victory Capital Management INC
- Software
- $7.0B
- Weight of 13F
- 6.9%
- Names
- 140
- Net bought
- +$1.6B
Filed 3 August 2021 · SEC filing.
The filing marked some holdings confidential.
2,699 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
- MicrosoftMSFT6,106,709 shares · 23.5% of their software · price +$215M$1.7B+$30.5M
- TwilioTWLO755,975 shares · 4.2% of their software · price +$40.4M$298M−$50.0M
- AdobeADBE499,673 shares · 4.2% of their software · price +$55.1M$293MFlat
- RingCentralRNG830,773 shares · 3.4% of their software · price −$6.1M$241M−$21.6M
- WixWIX680,035 shares · 2.8% of their software · price +$7.5M$197M−$28.3M
- Palo Alto NetworksPANW531,191 shares · 2.8% of their software · price +$26.0M$197M−$9.0M
- ServiceNowNOW355,768 shares · 2.8% of their software · price +$17.6M$196M+$29.1M
- SynopsysSNPS553,856 shares · 2.2% of their software · price +$15.5M$153M−$17.1M
- Bandwidth Inc.BAND1,079,209 shares · 2.1% of their software · price +$12.1M$149M+$2.2M
- VeevaVEEV471,919 shares · 2.1% of their software · price +$23.5M$147M−$22.3M
- VaronisVRNS2,484,445 shares · 2.0% of their software · price +$15.6M$143M−$17.3M
- PTCPTC992,751 shares · 2.0% of their software · price +$3.6M$140M−$4.6M
- CoStarCSGP1,552,642 shares · 1.8% of their software · price −$1.1B$129M+$1.2B
- Fiserv, Inc.FISV1,178,592 shares · 1.8% of their software · price −$14.3M$126M−$2.1M
- Roper Technologies, Inc.ROP260,743 shares · 1.7% of their software · price +$17.4M$123MFlat
- Tyler TechnologiesTYL254,444 shares · 1.6% of their software · price +$7.1M$115MFlat
- DocuSignDOCU396,848 shares · 1.6% of their software · price +$30.6M$111M+$13.5M
- Uber Technologies, Inc.UBER2,201,418 shares · 1.6% of their software · price −$9.7M$110M−$3.2M
- VeriskVRSK620,531 shares · 1.5% of their software · price −$1.2M$108M−$21.3M
- Fair IsaacFICO208,984 shares · 1.5% of their software · price +$3.5M$105M−$1.2M
- Cognyte Software Ltd.CGNT4,188,305 shares · 1.5% of their software · price −$13.9M$103M+$33.2M
- OracleORCL1,296,955 shares · 1.4% of their software · price +$9.9M$101M−$1.1M
- IntuitINTU192,846 shares · 1.3% of their software · price +$20.7M$94.5M−$16.6M
- CadenceCDNS670,032 shares · 1.3% of their software$91.7M−$2.0M
- Euronet Worldwide, Inc.EEFT671,367 shares · 1.3% of their software · price −$2.0M$90.9M+$7.8M
- Block, Inc.XYZ363,543 shares · 1.3% of their software · price +$6.1M$88.6M+$4.6M
- ACI WorldwideACIW2,384,290 shares · 1.3% of their software · price −$2.2M$88.6M−$7.0M
- The Trade DeskTTD1,081,120 shares · 1.2% of their software · price −$621M$83.6M+$636M
- AutodeskADSK281,768 shares · 1.2% of their software · price +$4.2M$82.2M−$2.2M
- ZoomZM197,997 shares · 1.1% of their software · price +$13.0M$76.6M+$11.5M
- Automatic Data Processing, Inc.ADP349,913 shares · 1.0% of their software · price +$3.6M$69.5M+$923K
- CrowdStrikeCRWD265,777 shares · 0.9% of their software · price +$18.3M$66.8M−$3.6M
- ShopifySHOP45,229 shares · 0.9% of their software · price +$16.0M$66.1M−$2.5M
- SalesforceCRM269,150 shares · 0.9% of their software · price +$8.7M$65.7M−$11.5M
- Q2QTWO598,298 shares · 0.9% of their software · price +$1.4M$61.4MFlat
- Telos CorporationTLS1,767,804 shares · 0.9% of their software · price −$6.9M$60.1M+$17.7M
- Paychex, Inc.PAYX558,306 shares · 0.9% of their software · price +$5.2M$59.9M+$1.8M
- GoDaddyGDDY688,730 shares · 0.9% of their software · price +$6.4M$59.9M−$5.1M
- Five9FIVN305,776 shares · 0.8% of their software · price +$8.3M$56.1M−$10.3M
- DigitalOceanDOCN1,005,156 shares · 0.8% of their software · price +$13.5M$55.9M+$6.6M
- TrimbleTRMB660,094 shares · 0.8% of their software · price +$2.7M$54.0M−$2.3M
- NetApp, Inc.NTAP643,271 shares · 0.7% of their software · price +$5.9M$52.6M+$7.9M
- Health CatalystHCAT877,638 shares · 0.7% of their software · price +$7.7M$48.7M+$1.8M
- FortinetFTNT193,368 shares · 0.7% of their software · price +$10.4M$46.1M+$4.0M
- DynatraceDT756,029 shares · 0.6% of their software · price +$7.7M$44.2M+$1.3M
- Repay Holdings CorporationRPAY1,675,771 shares · 0.6% of their software · price +$938K$40.3M−$11.7M
- BILLBILL190,435 shares · 0.5% of their software · price +$7.2M$34.9MFlat
- Shift4 Payments, Inc.FOUR316,937 shares · 0.4% of their software · price +$3.7M$29.7M−$25.9M
- VeriSign, Inc.VRSN126,248 shares · 0.4% of their software · price +$3.7M$28.7M−$662K
- DropboxDBX897,566 shares · 0.4% of their software · price +$3.3M$27.2M−$9.3M
- WEX Inc.WEX129,929 shares · 0.4% of their software · price −$2.0M$25.2M+$25.5M
- SS&CSSNC339,427 shares · 0.3% of their software · price +$743K$24.5M−$508K
- WorkdayWDAY98,472 shares · 0.3% of their software · price −$954K$23.5M−$55.7M
- AkamaiAKAM190,891 shares · 0.3% of their software · price +$2.8M$22.3M−$686K
- PaymentusPAY596,458 shares · 0.3% of their software$21.2MNew · +$21.2M
- FactSetFDS59,568 shares · 0.3% of their software · price +$1.6M$20.0M−$5.2M
- Upbound Group, Inc.UPBD325,542 shares · 0.2% of their software · price −$1.5M$17.3M+$1.3M
- ePlus inc.PLUS161,495 shares · 0.2% of their software · price −$2.1M$14.0M+$4.7M
- PaycomPAYC36,314 shares · 0.2% of their software$13.2M−$33.0M
- ZscalerZS60,373 shares · 0.2% of their software · price +$2.7M$13.0M−$7.3M
- OktaOKTA53,204 shares · 0.2% of their software · price +$1.3M$13.0MFlat
- BroadridgeBR79,403 shares · 0.2% of their software · price +$669K$12.8M+$2.4M
- HubSpotHUBS18,470 shares · 0.2% of their software · price +$2.4M$10.8MFlat
- InterDigital, Inc.IDCC134,515 shares · 0.1% of their software · price +$1.3M$9.8M+$1.4M
- PAR Technology CorporationPAR133,706 shares · 0.1% of their software · price +$606K$9.4MFlat
- MorningstarMORN30,455 shares · 0.1% of their software · price +$977K$7.8MFlat
- CloudflareNET72,817 shares · 0.1% of their software · price +$2.6M$7.7M−$592K
- F5, Inc.FFIV39,874 shares · 0.1% of their software · price −$876K$7.4M−$1.9M
- EVERTEC, Inc.EVTC140,373 shares · 0.1% of their software · price +$903K$6.1M+$1.7M
- Check PointCHKP47,962 shares · 0.1% of their software$5.6MFlat
- DomoDOMO63,890 shares · 0.1% of their software$5.2MFlat
- Manhattan AssociatesMANH35,019 shares · 0.1% of their software · price +$962K$5.1MFlat
- PalantirPLTR189,272 shares · 0.1% of their software · price +$581K$5.0M+$1.7M
- UnityU40,623 shares · 0.1% of their software$4.5M−$2.0M
- NetScout Systems, Inc.NTCT155,132 shares · 0.1% of their software$4.4MFlat
- DatadogDDOG41,352 shares · 0.1% of their software · price +$858K$4.3M−$1.4M
- PaylocityPCTY19,002 shares · 0.1% of their software$3.6MFlat
- Lyft, Inc.LYFT57,766 shares · 0.0% of their software$3.5M+$2.6M
- SnowflakeSNOW13,452 shares · 0.0% of their software$3.3MFlat
- MongoDBMDB8,848 shares · 0.0% of their software · price +$833K$3.2MFlat
- Mitek Systems, Inc.MITK154,465 shares · 0.0% of their software · price +$723K$3.0M+$1.8M
- ElasticESTC18,906 shares · 0.0% of their software · price +$653K$2.8MFlat
- Amdocs LimitedDOX35,062 shares · 0.0% of their software$2.7MFlat
- OneSpan Inc.OSPN92,977 shares · 0.0% of their software$2.4MFlat
- StoneCo Ltd.STNE34,021 shares · 0.0% of their software$2.3MFlat
- Endava plcDAVA19,863 shares · 0.0% of their software · price +$570K$2.3MFlat
- Zeta GlobalZETA250,000 shares · 0.0% of their software$2.1MNew · +$2.1M
- Digital TurbineAPPS23,514 shares · 0.0% of their software$1.8M+$967K
- BlackLineBL14,538 shares · 0.0% of their software$1.6MFlat
- PagerDutyPD34,583 shares · 0.0% of their software$1.5M−$1.2M
- Strategy IncMSTR2,187 shares · 0.0% of their software$1.5MFlat
- Cerence Inc.CRNC12,721 shares · 0.0% of their software$1.4MFlat
- GuidewireGWRE11,744 shares · 0.0% of their software$1.3MFlat
- Calix, Inc.CALX27,414 shares · 0.0% of their software$1.3MFlat
- Asure Software, Inc.ASUR143,000 shares · 0.0% of their software$1.3MFlat
- TeradataTDC24,327 shares · 0.0% of their software$1.2MFlat
- PDF Solutions, Inc.PDFS62,000 shares · 0.0% of their software$1.1MNew · +$1.1M
- YextYEXT78,455 shares · 0.0% of their software$1.1MFlat
- ZoomInfoZI21,336 shares · 0.0% of their software$1.1M—
- MagniteMGNI29,998 shares · 0.0% of their software$1.0MFlat
- PowerFleet, Inc.AIOT140,765 shares · 0.0% of their software$1.0MFlat
- C3.aiAI13,867 shares · 0.0% of their software$867KFlat
- PegasystemsPEGA5,766 shares · 0.0% of their software$803KFlat
- Rapid7RPD8,078 shares · 0.0% of their software$764KFlat
- i3 Verticals, Inc.IIIV24,263 shares · 0.0% of their software$733KFlat
- ProgressPRGS14,776 shares · 0.0% of their software$683KFlat
- PhreesiaPHR10,342 shares · 0.0% of their software$634KFlat
- BoxBOX23,852 shares · 0.0% of their software$609KFlat
- FlywireFLYW16,319 shares · 0.0% of their software$600KNew · +$600K
- SPS CommerceSPSC5,903 shares · 0.0% of their software$589K−$594K
- Sabre CorporationSABR46,311 shares · 0.0% of their software$578KFlat
- Simulations PlusSLP10,204 shares · 0.0% of their software$560KFlat
- NutanixNTNX14,001 shares · 0.0% of their software$535KFlat
- Sprout SocialSPT5,926 shares · 0.0% of their software$530KFlat
- TenableTENB12,811 shares · 0.0% of their software$530KFlat
- Donnelley Financial Solutions, Inc.DFIN15,641 shares · 0.0% of their software$516KNew · Flat
- CommvaultCVLT6,455 shares · 0.0% of their software$505KFlat
- Alarm.com Holdings, Inc.ALRM5,803 shares · 0.0% of their software$492KFlat
- QualysQLYS4,749 shares · 0.0% of their software$478KFlat
- LiveRamp Holdings, Inc.RAMP9,702 shares · 0.0% of their software$455K−$30.8M
- WorkivaWK4,017 shares · 0.0% of their software$447KFlat
- AppianAPPN2,855 shares · 0.0% of their software$393KFlat
- BlackbaudBLKB5,078 shares · 0.0% of their software$389KFlat
- A10 Networks, Inc.ATEN34,015 shares · 0.0% of their software$383KFlat
- SchrödingerSDGR4,747 shares · 0.0% of their software$359KFlat
- 8x8EGHT12,641 shares · 0.0% of their software$351KFlat
- JFrogFROG7,662 shares · 0.0% of their software$349KFlat
- CertaraCERT12,294 shares · 0.0% of their software$348KFlat
- FastlyFSLY5,652 shares · 0.0% of their software$337KFlat
- Ribbon Communications Inc.RBBN41,648 shares · 0.0% of their software$317KFlat
- SoundThinking, Inc.SSTI6,233 shares · 0.0% of their software$304KNew · Flat
- AppLovinAPP4,023 shares · 0.0% of their software$302KNew · Flat
- DoubleVerifyDV7,077 shares · 0.0% of their software$300KNew · Flat
- eGain CorporationEGAN25,965 shares · 0.0% of their software$298KFlat
- AppFolioAPPF2,066 shares · 0.0% of their software$292KFlat
- AsanaASAN4,642 shares · 0.0% of their software$288KNew · Flat
- UiPathPATH4,008 shares · 0.0% of their software$272KNew · Flat
- Rimini Street, Inc.RMNI25,452 shares · 0.0% of their software$157KFlat
- ReposiTrak, Inc.TRAK15,100 shares · 0.0% of their software$83KFlat
- DHI Group, Inc.DHX23,951 shares · 0.0% of their software$81KFlat