Generalist · San Antonio, TX
Victory Capital Management
Q1 2022 · compared with Q4 2021
Filed as Victory Capital Management INC
- Software
- $5.6B
- Weight of 13F
- 5.7%
- Names
- 147
- Net bought
- −$190M
Filed 4 May 2022 · SEC filing.
The filing marked some holdings confidential.
2,689 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
- MicrosoftMSFT6,422,797 shares · 32.8% of their software · price −$180M$1.8B+$73.9M
- Palo Alto NetworksPANW480,963 shares · 5.0% of their software · price +$31.6M$282M+$21.1M
- AdobeADBE472,942 shares · 3.5% of their software · price −$52.7M$196MFlat
- ServiceNowNOW346,624 shares · 3.3% of their software · price −$32.0M$187M−$13.9M
- SynopsysSNPS452,118 shares · 2.6% of their software · price −$15.9M$144MFlat
- VeriskVRSK669,723 shares · 2.4% of their software · price −$9.4M$137M+$2.2M
- VaronisVRNS2,860,153 shares · 2.4% of their software · price −$3.5M$136M−$3.6M
- Roper Technologies, Inc.ROP261,294 shares · 2.2% of their software · price −$5.1M$123MFlat
- CadenceCDNS756,052 shares · 2.1% of their software · price −$16.5M$120M+$9.3M
- PTCPTC978,411 shares · 2.0% of their software · price −$13.1M$112M+$1.7M
- Tyler TechnologiesTYL255,425 shares · 1.8% of their software · price −$23.8M$101MFlat
- Uber Technologies, Inc.UBER2,503,193 shares · 1.5% of their software · price −$15.6M$85.7M+$1.2M
- Automatic Data Processing, Inc.ADP381,706 shares · 1.5% of their software · price −$7.3M$83.3M−$8.4M
- VeevaVEEV400,095 shares · 1.5% of their software · price −$17.2M$82.5M−$6.7M
- IntuitINTU196,063 shares · 1.5% of their software · price −$31.8M$82.1M+$4.5M
- Euronet Worldwide, Inc.EEFT615,300 shares · 1.4% of their software · price +$6.8M$80.0M−$7.6M
- OracleORCL1,056,885 shares · 1.4% of their software · price −$4.7M$77.6M−$21.3M
- NetApp, Inc.NTAP944,262 shares · 1.2% of their software · price −$8.5M$69.2M+$27.8M
- Paychex, Inc.PAYX536,298 shares · 1.2% of their software$68.0M+$21.2M
- Cognyte Software Ltd.CGNT5,959,699 shares · 1.2% of their software · price −$26.0M$67.4M+$27.0M
- FortinetFTNT217,800 shares · 1.2% of their software · price −$3.8M$67.3M−$855K
- The Trade DeskTTD954,309 shares · 1.1% of their software · price −$21.4M$62.7M−$1.4M
- ACI WorldwideACIW1,887,359 shares · 1.1% of their software · price −$6.1M$59.3MFlat
- SalesforceCRM323,425 shares · 1.0% of their software · price −$13.5M$56.9M+$8.7M
- CrowdStrikeCRWD262,870 shares · 1.0% of their software · price +$5.9M$56.6M−$41.8M
- CoStarCSGP852,570 shares · 1.0% of their software · price −$10.6M$56.0M−$19.1M
- DynatraceDT1,190,868 shares · 1.0% of their software · price −$15.8M$55.4M−$2.9M
- Fair IsaacFICO129,535 shares · 1.0% of their software · price +$4.2M$55.3M−$32.4M
- AppLovinAPP998,624 shares · 1.0% of their software · price −$39.1M$53.7M+$14.2M
- ZscalerZS223,481 shares · 0.9% of their software · price −$17.9M$50.8M+$4.1M
- Fiserv, Inc.FISV515,198 shares · 0.9% of their software · price −$1.2M$50.8M−$2.7M
- ZoomInfoZI813,961 shares · 0.8% of their software$47.3M—
- DigitalOceanDOCN806,451 shares · 0.8% of their software · price −$18.1M$46.5M−$2.4M
- DatadogDDOG300,498 shares · 0.8% of their software · price −$8.0M$42.7M+$22.1M
- RingCentralRNG353,279 shares · 0.7% of their software · price −$24.8M$41.1M−$43.9M
- TenableTENB536,883 shares · 0.6% of their software · price +$1.5M$31.0M+$28.8M
- PaycomPAYC93,339 shares · 0.5% of their software · price −$6.4M$30.7M+$6.7M
- Q2QTWO474,819 shares · 0.5% of their software · price −$8.4M$29.2M−$11.1M
- Sprout SocialSPT355,787 shares · 0.5% of their software · price −$3.8M$28.4M+$31.6M
- AutodeskADSK149,061 shares · 0.5% of their software · price −$10.0M$28.2M+$2.6M
- FactSetFDS68,427 shares · 0.5% of their software · price −$3.5M$27.6M+$5.7M
- Five9FIVN240,790 shares · 0.5% of their software · price −$6.5M$26.6M−$1.8M
- Health CatalystHCAT998,843 shares · 0.5% of their software · price −$13.5M$26.1M+$6.9M
- TwilioTWLO165,559 shares · 0.5% of their software · price −$16.3M$25.7M−$77.4M
- PaymentusPAY1,172,120 shares · 0.4% of their software · price −$16.3M$24.7M+$1.8M
- WorkdayWDAY112,268 shares · 0.4% of their software · price −$3.8M$23.2M−$39.8M
- Shift4 Payments, Inc.FOUR376,578 shares · 0.4% of their software · price +$1.5M$23.1M+$5.5M
- VeriSign, Inc.VRSN121,004 shares · 0.4% of their software · price −$3.8M$21.6M−$8.7M
- BILLBILL102,726 shares · 0.4% of their software · price −$2.3M$21.0M−$2.8M
- DropboxDBX869,482 shares · 0.4% of their software · price −$1.1M$20.2M+$1.1M
- ePlus inc.PLUS336,901 shares · 0.3% of their software · price +$734K$18.9MFlat
- Radware Ltd.RDWR556,030 shares · 0.3% of their software · price −$5.4M$17.8M+$1.1M
- Telos CorporationTLS1,731,086 shares · 0.3% of their software · price −$9.4M$17.2M+$1.4M
- PaylocityPCTY80,315 shares · 0.3% of their software · price −$2.4M$16.2M+$1.7M
- Block, Inc.XYZ160,064 shares · 0.3% of their software · price −$4.1M$15.9M+$8.4M
- FlywireFLYW435,708 shares · 0.2% of their software · price −$3.3M$13.3M+$14.3M
- SS&CSSNC201,308 shares · 0.2% of their software · price −$1.4M$13.0MFlat
- AkamaiAKAM114,656 shares · 0.2% of their software$12.9M+$1.2M
- ProgressPRGS267,078 shares · 0.2% of their software$12.8M+$4.4M
- InterDigital, Inc.IDCC219,016 shares · 0.2% of their software · price −$1.7M$12.5M+$7.3M
- BroadridgeBR85,195 shares · 0.2% of their software · price −$2.3M$12.3M+$1.3M
- FreshworksFRSH654,076 shares · 0.2% of their software · price −$5.5M$11.7MFlat
- DocuSignDOCU141,986 shares · 0.2% of their software · price −$6.4M$11.5M−$15.2M
- TrimbleTRMB165,223 shares · 0.2% of their software · price −$2.5M$11.0M−$22.1M
- MongoDBMDB28,880 shares · 0.2% of their software · price −$2.5M$10.3M+$10.2M
- ZoomZM100,416 shares · 0.2% of their software · price −$6.7M$10.0M+$1.4M
- Check PointCHKP67,137 shares · 0.2% of their software · price +$1.5M$8.9M+$2.3M
- Gen DigitalGEN350,345 shares · 0.2% of their software$8.8M+$2.4M
- EVERTEC, Inc.EVTC180,772 shares · 0.1% of their software · price −$1.6M$7.4M+$1.4M
- OktaOKTA60,650 shares · 0.1% of their software · price −$4.4M$7.2MFlat
- HubSpotHUBS17,423 shares · 0.1% of their software · price −$3.2M$6.6MFlat
- MorningstarMORN25,934 shares · 0.1% of their software · price −$1.8M$6.6MFlat
- Upbound Group, Inc.UPBD270,330 shares · 0.1% of their software · price −$6.2M$6.5M+$12.0M
- GoDaddyGDDY77,380 shares · 0.1% of their software$6.4M−$878K
- F5, Inc.FFIV32,744 shares · 0.1% of their software · price −$1.2M$5.5MFlat
- PAR Technology CorporationPAR126,873 shares · 0.1% of their software · price −$1.6M$5.1MFlat
- UnityU74,368 shares · 0.1% of their software · price −$3.3M$4.9M−$526K
- Bentley SystemsBSY79,218 shares · 0.1% of their software$3.4M+$3.6M
- NetScout Systems, Inc.NTCT102,611 shares · 0.1% of their software$3.2MFlat
- DomoDOMO57,360 shares · 0.1% of their software$2.9M—
- monday.comMNDY15,970 shares · 0.0% of their software · price −$2.4M$2.5MNew · +$4.9M
- Amdocs LimitedDOX30,285 shares · 0.0% of their software$2.4MFlat
- SnowflakeSNOW13,338 shares · 0.0% of their software · price −$1.5M$2.3MFlat
- BlackLineBL31,764 shares · 0.0% of their software · price −$963K$2.1M+$1.9M
- PDF Solutions, Inc.PDFS79,114 shares · 0.0% of their software$2.1M+$678K
- ElasticESTC26,385 shares · 0.0% of their software · price −$901K$2.0M+$669K
- Manhattan AssociatesMANH14,254 shares · 0.0% of their software$1.9M+$878K
- CloudflareNET21,519 shares · 0.0% of their software$1.9M−$1.3M
- PagerDutyPD61,009 shares · 0.0% of their software$1.7MFlat
- WEX Inc.WEX10,323 shares · 0.0% of their software$1.7M+$699K
- WixWIX16,050 shares · 0.0% of their software · price −$856K$1.7M−$67.5M
- CS Disco, Inc.LAW51,246 shares · 0.0% of their software$1.6MFlat
- Mitek Systems, Inc.MITK131,280 shares · 0.0% of their software$1.5MFlat
- TeradataTDC33,773 shares · 0.0% of their software$1.4MFlat
- GitLabGTLB25,560 shares · 0.0% of their software · price −$832K$1.4MNew · +$2.2M
- Immersion CorporationIMMR232,968 shares · 0.0% of their software$1.3MNew · +$1.3M
- PalantirPLTR123,750 shares · 0.0% of their software · price −$554K$1.3MFlat
- Endava plcDAVA11,135 shares · 0.0% of their software$1.1MFlat
- Expensify, Inc.EXFY74,546 shares · 0.0% of their software · price −$2.0M$1.1MFlat
- QualysQLYS8,170 shares · 0.0% of their software$1.1MFlat
- A10 Networks, Inc.ATEN73,285 shares · 0.0% of their software$1.0MFlat
- i3 Verticals, Inc.IIIV37,036 shares · 0.0% of their software$1.0MFlat
- SPS CommerceSPSC8,577 shares · 0.0% of their software$1.0MFlat
- CommvaultCVLT15,269 shares · 0.0% of their software$931K+$642K
- GuidewireGWRE10,370 shares · 0.0% of their software$902KFlat
- Calix, Inc.CALX21,257 shares · 0.0% of their software · price −$788K$848KFlat
- JFrogFROG40,167 shares · 0.0% of their software$838K+$947K
- Consensus Cloud Solutions, Inc.CCSI15,333 shares · 0.0% of their software$808KFlat
- Sabre CorporationSABR71,292 shares · 0.0% of their software$746KFlat
- Digital TurbineAPPS23,500 shares · 0.0% of their software$744KFlat
- Rapid7RPD7,722 shares · 0.0% of their software$738KFlat
- Asure Software, Inc.ASUR116,616 shares · 0.0% of their software$694KFlat
- Donnelley Financial Solutions, Inc.DFIN21,818 shares · 0.0% of their software$639KFlat
- WorkivaWK6,534 shares · 0.0% of their software$631KFlat
- ProcorePCOR11,017 shares · 0.0% of their software$611KFlat
- Alarm.com Holdings, Inc.ALRM9,953 shares · 0.0% of their software$608KFlat
- BoxBOX19,506 shares · 0.0% of their software$597KFlat
- BackblazeBLZE53,690 shares · 0.0% of their software$573K−$514K
- BlackbaudBLKB9,775 shares · 0.0% of their software$567KFlat
- Strategy IncMSTR1,434 shares · 0.0% of their software$508KFlat
- Thryv Holdings, Inc.THRY19,534 shares · 0.0% of their software$505K+$597K
- LiveRamp Holdings, Inc.RAMP15,405 shares · 0.0% of their software$482KFlat
- Alight, Inc.ALIT50,390 shares · 0.0% of their software$433KFlat
- Simulations PlusSLP9,066 shares · 0.0% of their software$423KFlat
- Ribbon Communications Inc.RBBN121,790 shares · 0.0% of their software$420KFlat
- Cerence Inc.CRNC13,517 shares · 0.0% of their software · price −$548K$399K+$649K
- PegasystemsPEGA5,197 shares · 0.0% of their software$398K−$2.8M
- YextYEXT65,624 shares · 0.0% of their software$380KFlat
- nCinoNCNO9,177 shares · 0.0% of their software$344KNew · +$503K
- NutanixNTNX12,582 shares · 0.0% of their software$315KFlat
- AsanaASAN11,452 shares · 0.0% of their software$307KFlat
- CertaraCERT14,229 shares · 0.0% of their software$261KFlat
- N-ableNABL24,900 shares · 0.0% of their software$249KNew · Flat
- 8x8EGHT24,407 shares · 0.0% of their software$224K—
- DoubleVerifyDV10,225 shares · 0.0% of their software$222KFlat
- C3.aiAI12,091 shares · 0.0% of their software$205KFlat
- UiPathPATH11,442 shares · 0.0% of their software$204KFlat
- Rimini Street, Inc.RMNI32,102 shares · 0.0% of their software$186KFlat
- DHI Group, Inc.DHX22,936 shares · 0.0% of their software$136KFlat
- Grab Holdings LimitedGRAB44,354 shares · 0.0% of their software$131KNew · Flat
- MagniteMGNI13,470 shares · 0.0% of their software$130KFlat
- Payoneer Global Inc.PAYO30,686 shares · 0.0% of their software$128K−$4.0M
- Remitly Global, Inc.RELY10,446 shares · 0.0% of their software$116KNew · Flat
- eGain CorporationEGAN8,109 shares · 0.0% of their software$94KFlat
- SmartRent, Inc.SMRT13,436 shares · 0.0% of their software$65KFlat
- AvePointAVPT12,574 shares · 0.0% of their software$62KFlat
- Nerdy Inc.NRDY12,056 shares · 0.0% of their software$45KFlat