Generalist · San Antonio, TX
Victory Capital Management
Q4 2021 · compared with Q3 2021
Filed as Victory Capital Management INC
- Software
- $6.9B
- Weight of 13F
- 6.5%
- Names
- 153
- Net bought
- −$495M
Filed 7 February 2022 · SEC filing.
The filing marked some holdings confidential.
2,712 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
- MicrosoftMSFT6,202,991 shares · 30.1% of their software · price +$337M$2.1B+$41.1M
- AdobeADBE477,472 shares · 3.9% of their software · price −$4.1M$271MFlat
- Palo Alto NetworksPANW443,033 shares · 3.6% of their software · price +$34.5M$247M−$71.7M
- ServiceNowNOW368,010 shares · 3.4% of their software · price +$9.9M$239M−$16.6M
- SynopsysSNPS448,272 shares · 2.4% of their software · price +$31.0M$165M−$39.1M
- VeriskVRSK659,934 shares · 2.2% of their software · price +$18.8M$151MFlat
- VaronisVRNS2,934,748 shares · 2.1% of their software · price −$35.4M$143M−$5.3M
- Tyler TechnologiesTYL253,111 shares · 2.0% of their software · price +$20.1M$136MFlat
- CadenceCDNS706,083 shares · 1.9% of their software · price +$24.6M$132M+$15.9M
- Roper Technologies, Inc.ROP261,056 shares · 1.9% of their software · price +$11.9M$128MFlat
- IntuitINTU189,006 shares · 1.8% of their software · price +$19.6M$122M+$2.2M
- TwilioTWLO459,636 shares · 1.7% of their software · price −$25.6M$121M−$48.6M
- PTCPTC964,533 shares · 1.7% of their software · price +$1.3M$117MFlat
- OracleORCL1,301,650 shares · 1.6% of their software$114MFlat
- RingCentralRNG587,812 shares · 1.6% of their software · price −$17.7M$110M−$48.4M
- VeevaVEEV426,409 shares · 1.6% of their software · price −$13.9M$109M−$18.6M
- Uber Technologies, Inc.UBER2,475,257 shares · 1.5% of their software · price −$7.1M$104M+$4.5M
- Automatic Data Processing, Inc.ADP415,841 shares · 1.5% of their software · price +$19.4M$103M+$10.3M
- CrowdStrikeCRWD467,008 shares · 1.4% of their software · price −$19.2M$95.6M+$28.3M
- The Trade DeskTTD969,405 shares · 1.3% of their software · price +$20.7M$88.8M−$9.1M
- Fair IsaacFICO204,329 shares · 1.3% of their software · price +$7.3M$88.6M−$11.2M
- CoStarCSGP1,094,868 shares · 1.2% of their software · price −$7.7M$86.5M−$35.4M
- Euronet Worldwide, Inc.EEFT679,241 shares · 1.2% of their software · price −$5.5M$80.9M−$1.8M
- AppLovinAPP847,575 shares · 1.2% of their software · price +$18.6M$79.9M+$51.2M
- FortinetFTNT220,178 shares · 1.1% of their software · price +$14.8M$79.1M+$4.4M
- Bandwidth Inc.BAND1,065,222 shares · 1.1% of their software · price −$19.7M$76.4M−$1.8M
- DynatraceDT1,238,631 shares · 1.1% of their software · price −$13.2M$74.8M−$26.2M
- SalesforceCRM289,154 shares · 1.1% of their software · price −$4.9M$73.5MFlat
- WorkdayWDAY257,836 shares · 1.0% of their software · price +$6.0M$70.4M+$40.1M
- WixWIX443,779 shares · 1.0% of their software · price −$16.9M$70.0M−$39.6M
- ZscalerZS210,696 shares · 1.0% of their software · price +$12.5M$67.7M+$5.6M
- DigitalOceanDOCN836,657 shares · 1.0% of their software · price +$2.3M$67.2M−$40.5M
- Cognyte Software Ltd.CGNT4,239,029 shares · 1.0% of their software · price −$20.7M$66.4M+$9.6M
- ACI WorldwideACIW1,894,533 shares · 0.9% of their software · price +$7.5M$65.7M−$23.8M
- ShopifySHOP46,249 shares · 0.9% of their software · price +$999K$63.7M+$3.8M
- NetApp, Inc.NTAP642,433 shares · 0.9% of their software · price +$1.4M$59.1M+$2.0M
- Fiserv, Inc.FISV540,871 shares · 0.8% of their software · price −$2.5M$56.1M−$40.1M
- Paychex, Inc.PAYX381,324 shares · 0.8% of their software · price +$9.2M$52.1M−$1.3M
- Q2QTWO614,500 shares · 0.7% of their software$48.8M−$14.9M
- ZoomInfoZI695,130 shares · 0.6% of their software$44.6M—
- VeriSign, Inc.VRSN155,323 shares · 0.6% of their software · price +$7.6M$39.4M+$5.9M
- AutodeskADSK139,823 shares · 0.6% of their software · price −$556K$39.3M−$47.8M
- PaymentusPAY1,120,787 shares · 0.6% of their software · price +$11.6M$39.2M−$3.1M
- DocuSignDOCU242,090 shares · 0.5% of their software · price −$25.4M$36.9M−$35.7M
- TrimbleTRMB418,793 shares · 0.5% of their software · price +$2.1M$36.5M−$18.3M
- Five9FIVN254,077 shares · 0.5% of their software · price −$5.7M$34.9M+$25.1M
- Health CatalystHCAT823,889 shares · 0.5% of their software · price −$8.6M$32.6M−$19.7M
- PaycomPAYC77,279 shares · 0.5% of their software · price −$6.2M$32.1M+$21.0M
- DatadogDDOG176,163 shares · 0.5% of their software · price +$6.5M$31.4M+$19.0M
- BILLBILL113,857 shares · 0.4% of their software · price −$2.0M$28.4M−$6.9M
- FactSetFDS56,629 shares · 0.4% of their software · price +$5.2M$27.5M−$6.4M
- Telos CorporationTLS1,638,241 shares · 0.4% of their software · price −$21.3M$25.3M−$14.5M
- Radware Ltd.RDWR530,088 shares · 0.3% of their software · price +$4.2M$22.1MFlat
- DropboxDBX824,487 shares · 0.3% of their software · price −$3.9M$20.2M−$14.3M
- ePlus inc.PLUS340,394 shares · 0.3% of their software · price −$16.6M$18.3MSplit
- FreshworksFRSH666,494 shares · 0.3% of their software · price −$11.0M$17.5M−$8.5M
- Block, Inc.XYZ107,845 shares · 0.3% of their software · price −$8.4M$17.4M−$63.8M
- PaylocityPCTY72,967 shares · 0.2% of their software · price −$3.2M$17.2M+$8.6M
- ZoomZM92,851 shares · 0.2% of their software · price −$7.2M$17.1M+$946K
- SS&CSSNC200,490 shares · 0.2% of their software · price +$2.5M$16.4M−$8.7M
- Shift4 Payments, Inc.FOUR282,105 shares · 0.2% of their software · price −$5.5M$16.3M−$17.8M
- BroadridgeBR77,882 shares · 0.2% of their software · price +$1.3M$14.2MFlat
- OktaOKTA60,347 shares · 0.2% of their software · price −$795K$13.5M+$577K
- AkamaiAKAM104,268 shares · 0.2% of their software · price +$1.3M$12.2MFlat
- HubSpotHUBS17,886 shares · 0.2% of their software$11.8MFlat
- UnityU78,048 shares · 0.2% of their software · price +$1.3M$11.2M+$3.8M
- MorningstarMORN27,344 shares · 0.1% of their software · price +$2.3M$9.4MFlat
- ProgressPRGS175,521 shares · 0.1% of their software$8.5M+$1.2M
- InterDigital, Inc.IDCC116,792 shares · 0.1% of their software$8.4MFlat
- F5, Inc.FFIV33,302 shares · 0.1% of their software · price +$1.5M$8.1MFlat
- EVERTEC, Inc.EVTC153,541 shares · 0.1% of their software · price +$654K$7.7MFlat
- GoDaddyGDDY87,724 shares · 0.1% of their software · price +$1.3M$7.4MFlat
- PAR Technology CorporationPAR131,802 shares · 0.1% of their software · price −$1.2M$7.0MFlat
- Gen DigitalGEN259,252 shares · 0.1% of their software$6.7MFlat
- Check PointCHKP47,640 shares · 0.1% of their software$5.6M−$1.2M
- MongoDBMDB9,634 shares · 0.1% of their software · price +$557K$5.1MFlat
- SnowflakeSNOW13,245 shares · 0.1% of their software$4.5MFlat
- Payoneer Global Inc.PAYO572,287 shares · 0.1% of their software · price −$687K$4.2M+$598K
- CloudflareNET31,608 shares · 0.1% of their software · price +$596K$4.2M−$3.5M
- NetScout Systems, Inc.NTCT111,228 shares · 0.1% of their software · price +$682K$3.7M−$1.3M
- PegasystemsPEGA30,129 shares · 0.0% of their software$3.4M+$512K
- Expensify, Inc.EXFY70,798 shares · 0.0% of their software$3.1MNew · +$3.1M
- DomoDOMO59,220 shares · 0.0% of their software$2.9M—
- ElasticESTC20,950 shares · 0.0% of their software · price −$543K$2.6MFlat
- FlywireFLYW60,834 shares · 0.0% of their software$2.3M+$2.0M
- Amdocs LimitedDOX30,285 shares · 0.0% of their software$2.3MFlat
- PalantirPLTR122,690 shares · 0.0% of their software · price −$715K$2.2M−$1.3M
- Mitek Systems, Inc.MITK121,898 shares · 0.0% of their software$2.2MFlat
- PagerDutyPD61,049 shares · 0.0% of their software$2.1M+$1.1M
- Endava plcDAVA11,135 shares · 0.0% of their software$1.9MFlat
- PDF Solutions, Inc.PDFS57,800 shares · 0.0% of their software · price +$506K$1.8MFlat
- Zeta GlobalZETA217,925 shares · 0.0% of their software · price +$558K$1.8MFlat
- CS Disco, Inc.LAW50,953 shares · 0.0% of their software · price −$621K$1.8M+$1.9M
- Calix, Inc.CALX21,207 shares · 0.0% of their software · price +$648K$1.7MFlat
- BackblazeBLZE84,110 shares · 0.0% of their software$1.4MNew · +$1.4M
- BlackLineBL13,197 shares · 0.0% of their software$1.4MFlat
- OneSpan Inc.OSPN80,186 shares · 0.0% of their software$1.4MFlat
- Manhattan AssociatesMANH8,610 shares · 0.0% of their software$1.3M−$661K
- Donnelley Financial Solutions, Inc.DFIN26,468 shares · 0.0% of their software$1.2MFlat
- GuidewireGWRE10,665 shares · 0.0% of their software$1.2MFlat
- Asure Software, Inc.ASUR153,700 shares · 0.0% of their software$1.2MFlat
- TeradataTDC28,113 shares · 0.0% of their software$1.2MFlat
- Digital TurbineAPPS19,095 shares · 0.0% of their software$1.2MFlat
- Strategy IncMSTR1,827 shares · 0.0% of their software$995KFlat
- Upbound Group, Inc.UPBD20,469 shares · 0.0% of their software$983K−$16.8M
- AsanaASAN12,934 shares · 0.0% of their software$964K+$885K
- i3 Verticals, Inc.IIIV40,500 shares · 0.0% of their software$923KFlat
- Rapid7RPD7,723 shares · 0.0% of their software$909KFlat
- ProcorePCOR11,332 shares · 0.0% of their software$906K+$714K
- WorkivaWK6,464 shares · 0.0% of their software$843KFlat
- SentinelOneS16,332 shares · 0.0% of their software$825KFlat
- A10 Networks, Inc.ATEN47,375 shares · 0.0% of their software$785KFlat
- TenableTENB13,755 shares · 0.0% of their software$757KFlat
- WEX Inc.WEX5,347 shares · 0.0% of their software$751KFlat
- SPS CommerceSPSC5,139 shares · 0.0% of their software$732KFlat
- Lyft, Inc.LYFT16,496 shares · 0.0% of their software$705K−$2.2M
- YextYEXT70,253 shares · 0.0% of their software$697KFlat
- QualysQLYS4,857 shares · 0.0% of their software$666KFlat
- Sprout SocialSPT7,117 shares · 0.0% of their software$645KFlat
- Ribbon Communications Inc.RBBN98,397 shares · 0.0% of their software$595KFlat
- PowerFleet, Inc.AIOT121,194 shares · 0.0% of their software$574KFlat
- Alight, Inc.ALIT51,829 shares · 0.0% of their software$560KNew · +$595K
- Consensus Cloud Solutions, Inc.CCSI9,453 shares · 0.0% of their software$547KNew · Flat
- BoxBOX20,723 shares · 0.0% of their software$543KFlat
- DoximityDOCS10,699 shares · 0.0% of their software$536KFlat
- UiPathPATH11,296 shares · 0.0% of their software$487KFlat
- Alarm.com Holdings, Inc.ALRM5,463 shares · 0.0% of their software$463KFlat
- LiveRamp Holdings, Inc.RAMP8,915 shares · 0.0% of their software$427KFlat
- CertaraCERT14,635 shares · 0.0% of their software$416KFlat
- NutanixNTNX12,950 shares · 0.0% of their software$413KFlat
- CommvaultCVLT5,960 shares · 0.0% of their software$411KFlat
- MagniteMGNI22,738 shares · 0.0% of their software$398KFlat
- BlackbaudBLKB4,979 shares · 0.0% of their software$393KFlat
- Cerence Inc.CRNC5,048 shares · 0.0% of their software$387KFlat
- PhreesiaPHR9,300 shares · 0.0% of their software$387KFlat
- C3.aiAI12,131 shares · 0.0% of their software$379KFlat
- DoubleVerifyDV10,858 shares · 0.0% of their software$361KFlat
- Simulations PlusSLP7,411 shares · 0.0% of their software$351KFlat
- Sabre CorporationSABR40,462 shares · 0.0% of their software$348KFlat
- AmplitudeAMPL5,067 shares · 0.0% of their software$268KNew · Flat
- JFrogFROG8,274 shares · 0.0% of their software$246KFlat
- Bentley SystemsBSY4,967 shares · 0.0% of their software$240K−$2.1M
- AppFolioAPPF1,917 shares · 0.0% of their software$232KFlat
- Rimini Street, Inc.RMNI36,473 shares · 0.0% of their software$218KFlat
- CourseraCOUR8,795 shares · 0.0% of their software$215KFlat
- 8x8EGHT12,267 shares · 0.0% of their software$206K—
- Thryv Holdings, Inc.THRY5,014 shares · 0.0% of their software$206KNew · Flat
- DHI Group, Inc.DHX21,864 shares · 0.0% of their software$136KFlat
- SmartRent, Inc.SMRT13,819 shares · 0.0% of their software$134KFlat
- NextNav Inc.NN10,417 shares · 0.0% of their software$91KNew · Flat
- AvePointAVPT12,932 shares · 0.0% of their software$81KFlat
- eGain CorporationEGAN7,480 shares · 0.0% of their software$75KFlat
- Nerdy Inc.NRDY12,400 shares · 0.0% of their software$56KNew · Flat