Generalist · San Antonio, TX
Victory Capital Management
Q3 2021 · compared with Q2 2021
Filed as Victory Capital Management INC
- Software
- $7.1B
- Weight of 13F
- 7.0%
- Names
- 150
- Net bought
- +$83.1M
Filed 2 November 2021 · SEC filing.
The filing marked some holdings confidential.
2,744 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
- MicrosoftMSFT6,057,150 shares · 24.1% of their software · price +$66.7M$1.7BFlat
- Palo Alto NetworksPANW592,621 shares · 4.0% of their software · price +$64.0M$284M+$22.8M
- AdobeADBE473,616 shares · 3.8% of their software · price −$4.7M$273M−$15.3M
- ServiceNowNOW394,746 shares · 3.5% of their software · price +$28.7M$246M+$21.4M
- TwilioTWLO611,853 shares · 2.8% of their software · price −$46.0M$195M−$56.8M
- VaronisVRNS3,022,126 shares · 2.6% of their software · price +$9.8M$184M+$31.0M
- RingCentralRNG810,215 shares · 2.5% of their software · price −$59.2M$176M−$6.0M
- SynopsysSNPS578,762 shares · 2.4% of their software · price +$13.7M$173M+$6.9M
- VeevaVEEV491,097 shares · 2.0% of their software · price −$11.2M$142M+$6.0M
- VeriskVRSK659,161 shares · 1.9% of their software · price +$16.8M$132M+$6.7M
- CoStarCSGP1,506,405 shares · 1.8% of their software · price +$4.9M$130M−$3.8M
- WixWIX645,736 shares · 1.8% of their software · price −$60.9M$127M−$10.0M
- Roper Technologies, Inc.ROP260,219 shares · 1.6% of their software · price −$6.3M$116MFlat
- Tyler TechnologiesTYL253,049 shares · 1.6% of their software · price +$1.6M$116MFlat
- PTCPTC964,237 shares · 1.6% of their software · price −$20.7M$116M−$4.0M
- DynatraceDT1,607,964 shares · 1.6% of their software · price +$20.2M$114M+$49.8M
- OracleORCL1,294,664 shares · 1.6% of their software · price +$12.0M$113MFlat
- Uber Technologies, Inc.UBER2,375,868 shares · 1.5% of their software · price −$12.6M$106M+$8.7M
- DigitalOceanDOCN1,358,821 shares · 1.5% of their software · price +$29.9M$105M+$19.7M
- IntuitINTU184,944 shares · 1.4% of their software · price +$9.1M$99.8M−$3.9M
- Fiserv, Inc.FISV910,396 shares · 1.4% of their software · price +$1.5M$98.8M−$28.7M
- Bandwidth Inc.BAND1,085,636 shares · 1.4% of their software · price −$51.7M$98.0MFlat
- DocuSignDOCU380,681 shares · 1.4% of their software · price −$8.4M$98.0M−$4.5M
- Fair IsaacFICO232,592 shares · 1.3% of their software · price −$24.4M$92.6M+$11.9M
- CadenceCDNS601,160 shares · 1.3% of their software · price +$8.8M$91.0M−$9.4M
- Block, Inc.XYZ373,922 shares · 1.3% of their software · price −$1.5M$89.7M+$2.5M
- Euronet Worldwide, Inc.EEFT693,317 shares · 1.2% of their software · price −$5.6M$88.2M+$3.0M
- AutodeskADSK307,550 shares · 1.2% of their software · price −$2.1M$87.7M+$7.5M
- CrowdStrikeCRWD351,976 shares · 1.2% of their software · price −$1.9M$86.5M+$21.7M
- ACI WorldwideACIW2,667,972 shares · 1.2% of their software · price −$17.1M$82.0M+$10.5M
- SalesforceCRM286,439 shares · 1.1% of their software · price +$7.7M$77.7M+$4.2M
- Cognyte Software Ltd.CGNT3,771,894 shares · 1.1% of their software · price −$14.9M$77.5M−$10.2M
- The Trade DeskTTD1,098,806 shares · 1.1% of their software · price −$7.8M$77.2M+$1.4M
- Automatic Data Processing, Inc.ADP364,294 shares · 1.0% of their software$72.8M+$2.9M
- Q2QTWO800,747 shares · 0.9% of their software · price −$18.0M$64.2M+$20.8M
- Telos CorporationTLS2,150,015 shares · 0.9% of their software · price −$12.0M$61.1M+$13.0M
- Health CatalystHCAT1,217,725 shares · 0.9% of their software · price −$6.7M$60.9M+$18.9M
- FortinetFTNT205,005 shares · 0.8% of their software · price +$11.0M$59.9M+$2.8M
- ShopifySHOP43,426 shares · 0.8% of their software · price −$4.6M$58.9M−$2.6M
- NetApp, Inc.NTAP620,222 shares · 0.8% of their software · price +$4.9M$55.7M−$1.9M
- TrimbleTRMB641,100 shares · 0.7% of their software$52.7M−$1.6M
- ZscalerZS189,461 shares · 0.7% of their software · price +$8.7M$49.7M+$27.9M
- Paychex, Inc.PAYX392,812 shares · 0.6% of their software · price +$2.0M$44.2M−$17.8M
- ZoomInfoZI680,518 shares · 0.6% of their software$41.6M—
- Shift4 Payments, Inc.FOUR511,736 shares · 0.6% of their software · price −$8.3M$39.7M+$18.3M
- DropboxDBX1,315,456 shares · 0.5% of their software · price −$1.4M$38.4M+$12.7M
- BILLBILL139,792 shares · 0.5% of their software · price +$11.7M$37.3M−$9.3M
- FreshworksFRSH864,990 shares · 0.5% of their software$36.9MNew · +$36.9M
- PaymentusPAY1,246,481 shares · 0.4% of their software · price −$13.5M$30.7M+$23.1M
- FactSetFDS72,804 shares · 0.4% of their software · price +$4.3M$28.7M+$4.4M
- VeriSign, Inc.VRSN126,752 shares · 0.4% of their software · price −$2.9M$26.0MFlat
- WorkdayWDAY97,433 shares · 0.3% of their software · price +$1.1M$24.3MFlat
- ZoomZM89,232 shares · 0.3% of their software · price −$11.2M$23.3M−$42.1M
- SS&CSSNC326,029 shares · 0.3% of their software · price −$867K$22.6M−$965K
- LightspeedLSPD225,467 shares · 0.3% of their software · price +$2.9M$21.7MNew · +$18.9M
- Upbound Group, Inc.UPBD320,135 shares · 0.3% of their software · price +$1.0M$18.0MFlat
- Radware Ltd.RDWR526,218 shares · 0.3% of their software · price +$1.5M$17.7MNew · +$16.2M
- ePlus inc.PLUS171,753 shares · 0.2% of their software · price +$2.7M$17.6M+$889K
- PaycomPAYC34,962 shares · 0.2% of their software · price +$4.6M$17.3MFlat
- Five9FIVN96,890 shares · 0.2% of their software · price −$2.3M$15.5M−$38.3M
- OktaOKTA57,916 shares · 0.2% of their software$13.7M+$1.2M
- BroadridgeBR77,329 shares · 0.2% of their software$12.9MFlat
- HubSpotHUBS18,142 shares · 0.2% of their software · price +$1.7M$12.3MFlat
- PaylocityPCTY42,352 shares · 0.2% of their software · price +$3.8M$11.9M+$4.5M
- AkamaiAKAM103,220 shares · 0.2% of their software · price −$1.2M$10.8M−$10.2M
- AppLovinAPP140,338 shares · 0.1% of their software$10.2M+$10.2M
- InterDigital, Inc.IDCC120,966 shares · 0.1% of their software · price −$630K$8.2M−$989K
- PAR Technology CorporationPAR132,082 shares · 0.1% of their software · price −$1.1M$8.1MFlat
- MorningstarMORN29,087 shares · 0.1% of their software$7.5MFlat
- ProgressPRGS151,839 shares · 0.1% of their software$7.5M+$6.3M
- CloudflareNET62,799 shares · 0.1% of their software$7.1M−$1.1M
- F5, Inc.FFIV35,217 shares · 0.1% of their software$7.0M−$869K
- EVERTEC, Inc.EVTC146,037 shares · 0.1% of their software$6.7MFlat
- Gen DigitalGEN260,978 shares · 0.1% of their software · price −$501K$6.6MNew · +$7.1M
- Check PointCHKP58,269 shares · 0.1% of their software$6.6M+$1.2M
- GoDaddyGDDY92,119 shares · 0.1% of their software · price −$1.6M$6.4M−$51.9M
- UnityU47,622 shares · 0.1% of their software · price +$782K$6.0M+$769K
- DatadogDDOG41,825 shares · 0.1% of their software · price +$1.6M$5.9MFlat
- DomoDOMO62,320 shares · 0.1% of their software$5.3M—
- MongoDBMDB9,139 shares · 0.1% of their software · price +$1.0M$4.3MFlat
- Payoneer Global Inc.PAYO502,330 shares · 0.1% of their software · price −$914K$4.3MNew · +$5.2M
- PalantirPLTR178,260 shares · 0.1% of their software$4.3MFlat
- NetScout Systems, Inc.NTCT158,258 shares · 0.1% of their software$4.3MFlat
- SnowflakeSNOW13,121 shares · 0.1% of their software · price +$796K$4.0MFlat
- PegasystemsPEGA26,097 shares · 0.0% of their software$3.3M+$2.8M
- Repay Holdings CorporationRPAY143,879 shares · 0.0% of their software$3.3M−$36.8M
- Lyft, Inc.LYFT58,341 shares · 0.0% of their software$3.1MFlat
- ElasticESTC18,906 shares · 0.0% of their software$2.8MFlat
- Amdocs LimitedDOX35,062 shares · 0.0% of their software$2.7MFlat
- Mitek Systems, Inc.MITK139,243 shares · 0.0% of their software$2.6MFlat
- Bentley SystemsBSY39,719 shares · 0.0% of their software$2.4MNew · +$2.6M
- Manhattan AssociatesMANH12,928 shares · 0.0% of their software$2.0M−$3.2M
- Endava plcDAVA12,957 shares · 0.0% of their software$1.8M−$783K
- OneSpan Inc.OSPN92,801 shares · 0.0% of their software · price −$627K$1.7MFlat
- TeradataTDC30,282 shares · 0.0% of their software$1.7MFlat
- Digital TurbineAPPS25,242 shares · 0.0% of their software$1.7MFlat
- BlackLineBL14,409 shares · 0.0% of their software$1.7MFlat
- PDF Solutions, Inc.PDFS64,550 shares · 0.0% of their software$1.5MFlat
- Zeta GlobalZETA253,138 shares · 0.0% of their software · price −$643K$1.5MFlat
- PagerDutyPD34,501 shares · 0.0% of their software$1.4MFlat
- Asure Software, Inc.ASUR149,300 shares · 0.0% of their software$1.3MFlat
- GuidewireGWRE10,977 shares · 0.0% of their software$1.3MFlat
- Calix, Inc.CALX24,972 shares · 0.0% of their software$1.2MFlat
- Strategy IncMSTR2,123 shares · 0.0% of their software$1.2MFlat
- Donnelley Financial Solutions, Inc.DFIN29,296 shares · 0.0% of their software$1.0MFlat
- MagniteMGNI34,724 shares · 0.0% of their software$972KFlat
- WEX Inc.WEX5,512 shares · 0.0% of their software$971K−$24.1M
- YextYEXT79,742 shares · 0.0% of their software$959KFlat
- PowerFleet, Inc.AIOT140,505 shares · 0.0% of their software$941KFlat
- SPS CommerceSPSC5,795 shares · 0.0% of their software$935KFlat
- Cerence Inc.CRNC9,610 shares · 0.0% of their software$924KFlat
- Rapid7RPD7,783 shares · 0.0% of their software$880KFlat
- DoximityDOCS10,681 shares · 0.0% of their software$862KNew · +$622K
- SentinelOneS15,923 shares · 0.0% of their software$853KNew · +$677K
- i3 Verticals, Inc.IIIV32,800 shares · 0.0% of their software$794KFlat
- FlywireFLYW16,289 shares · 0.0% of their software$714KFlat
- C3.aiAI13,780 shares · 0.0% of their software$639KFlat
- PhreesiaPHR9,720 shares · 0.0% of their software$600KFlat
- TenableTENB12,950 shares · 0.0% of their software$598KFlat
- UiPathPATH11,262 shares · 0.0% of their software$592KFlat
- Sprout SocialSPT4,635 shares · 0.0% of their software$565KFlat
- WorkivaWK3,853 shares · 0.0% of their software$543KFlat
- QualysQLYS4,813 shares · 0.0% of their software$536KFlat
- CS Disco, Inc.LAW11,016 shares · 0.0% of their software$528KNew · +$528K
- Sabre CorporationSABR44,525 shares · 0.0% of their software$527KFlat
- BoxBOX21,817 shares · 0.0% of their software$516KFlat
- NutanixNTNX13,327 shares · 0.0% of their software$502KFlat
- CommvaultCVLT6,193 shares · 0.0% of their software$466KFlat
- AsanaASAN4,415 shares · 0.0% of their software$458KFlat
- Alarm.com Holdings, Inc.ALRM5,615 shares · 0.0% of their software$439KFlat
- LiveRamp Holdings, Inc.RAMP9,170 shares · 0.0% of their software$433KFlat
- DoubleVerifyDV11,714 shares · 0.0% of their software$400KFlat
- A10 Networks, Inc.ATEN29,548 shares · 0.0% of their software$398KFlat
- CertaraCERT11,236 shares · 0.0% of their software$372KFlat
- BlackbaudBLKB5,133 shares · 0.0% of their software$361KFlat
- CourseraCOUR10,332 shares · 0.0% of their software$327KNew · Flat
- ProcorePCOR3,345 shares · 0.0% of their software$299KNew · Flat
- 8x8EGHT12,604 shares · 0.0% of their software$295KFlat
- Ribbon Communications Inc.RBBN48,204 shares · 0.0% of their software$288KFlat
- JFrogFROG8,343 shares · 0.0% of their software$279KFlat
- Rimini Street, Inc.RMNI26,384 shares · 0.0% of their software$255KFlat
- SchrödingerSDGR4,669 shares · 0.0% of their software$255KFlat
- CCC Intelligent Solutions Holdings Inc.CCC24,079 shares · 0.0% of their software$253KNew · Flat
- Simulations PlusSLP6,355 shares · 0.0% of their software$251KFlat
- AppFolioAPPF1,974 shares · 0.0% of their software$238KFlat
- Definitive HealthcareDH4,745 shares · 0.0% of their software$203KNew · Flat
- eGain CorporationEGAN17,041 shares · 0.0% of their software$174KFlat
- SmartRent, Inc.SMRT10,170 shares · 0.0% of their software$132KNew · Flat
- AvePointAVPT15,143 shares · 0.0% of their software$129KNew · Flat
- DHI Group, Inc.DHX24,722 shares · 0.0% of their software$118KFlat