Generalist · San Antonio, TX
Victory Capital Management
Q2 2022 · compared with Q1 2022
Filed as Victory Capital Management INC
- Software
- $4.8B
- Weight of 13F
- 5.5%
- Names
- 148
- Net bought
- +$33.4M
Filed 1 August 2022 · SEC filing.
The filing marked some holdings confidential.
2,664 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
- MicrosoftMSFT6,452,479 shares · 34.6% of their software · price −$332M$1.7BFlat
- Palo Alto NetworksPANW520,734 shares · 5.4% of their software · price −$67.0M$257M+$24.8M
- ServiceNowNOW384,724 shares · 3.8% of their software · price −$31.3M$183M+$21.2M
- AdobeADBE480,548 shares · 3.7% of their software · price −$43.0M$176M+$3.5M
- VeriskVRSK664,845 shares · 2.4% of their software · price −$27.6M$115MFlat
- CadenceCDNS755,673 shares · 2.4% of their software · price −$10.9M$113MFlat
- SynopsysSNPS371,808 shares · 2.4% of their software · price −$11.0M$113M−$26.8M
- PTCPTC977,207 shares · 2.2% of their software · price −$1.3M$104MFlat
- Roper Technologies, Inc.ROP260,973 shares · 2.2% of their software · price −$20.2M$103MFlat
- Tyler TechnologiesTYL255,150 shares · 1.8% of their software · price −$28.7M$84.8MFlat
- VeevaVEEV405,003 shares · 1.7% of their software · price −$5.8M$80.2M+$1.0M
- Automatic Data Processing, Inc.ADP379,940 shares · 1.7% of their software · price −$6.6M$79.8MFlat
- IntuitINTU198,660 shares · 1.6% of their software · price −$19.0M$76.6M+$1.2M
- Paychex, Inc.PAYX582,914 shares · 1.4% of their software · price −$13.2M$66.4M+$6.4M
- NetApp, Inc.NTAP978,073 shares · 1.3% of their software · price −$17.4M$63.8M+$2.8M
- FortinetFTNT1,078,361 shares · 1.3% of their software · price −$308M$61.0MSplit
- VaronisVRNS2,058,351 shares · 1.3% of their software · price −$37.5M$60.4M−$38.1M
- CrowdStrikeCRWD329,861 shares · 1.2% of their software · price −$19.3M$55.6M+$15.2M
- SalesforceCRM326,620 shares · 1.1% of their software · price −$15.4M$53.9MFlat
- OracleORCL766,285 shares · 1.1% of their software · price −$9.9M$53.5M−$24.0M
- Euronet Worldwide, Inc.EEFT519,533 shares · 1.1% of their software · price −$15.4M$52.3M−$12.5M
- CoStarCSGP828,401 shares · 1.0% of their software · price −$5.1M$50.0M−$1.6M
- Uber Technologies, Inc.UBER2,433,578 shares · 1.0% of their software · price −$37.0M$49.8M−$2.5M
- ACI WorldwideACIW1,795,536 shares · 1.0% of their software · price −$10.1M$46.5M−$2.9M
- Fiserv, Inc.FISV511,202 shares · 1.0% of their software · price −$6.4M$45.5MFlat
- ProgressPRGS909,304 shares · 0.9% of their software · price −$1.6M$41.2M+$30.2M
- The Trade DeskTTD940,828 shares · 0.8% of their software · price −$25.7M$39.4M−$934K
- TenableTENB867,861 shares · 0.8% of their software · price −$10.7M$39.4M+$19.1M
- DatadogDDOG397,309 shares · 0.8% of their software · price −$22.3M$37.8M+$14.7M
- Sprout SocialSPT636,539 shares · 0.8% of their software · price −$14.0M$37.0M+$22.5M
- ZoomInfoZI1,098,248 shares · 0.8% of their software$36.5M—
- DigitalOceanDOCN866,569 shares · 0.7% of their software · price −$14.3M$35.8M+$3.5M
- Block, Inc.XYZ580,238 shares · 0.7% of their software · price −$43.0M$35.7M+$57.0M
- PaycomPAYC96,192 shares · 0.6% of their software · price −$6.4M$26.9M+$988K
- AutodeskADSK154,257 shares · 0.6% of their software · price −$6.5M$26.5M+$1.1M
- Fair IsaacFICO65,488 shares · 0.5% of their software · price −$4.3M$26.3M−$29.9M
- AppLovinAPP755,410 shares · 0.5% of their software · price −$15.6M$26.0M−$13.4M
- FactSetFDS67,539 shares · 0.5% of their software · price −$3.3M$26.0MFlat
- DynatraceDT623,718 shares · 0.5% of their software · price −$4.8M$24.6M−$26.7M
- SnowflakeSNOW176,642 shares · 0.5% of their software · price −$15.9M$24.6M+$37.4M
- ZscalerZS162,481 shares · 0.5% of their software · price −$14.9M$24.3M−$14.7M
- BoxBOX956,942 shares · 0.5% of their software · price −$3.8M$24.1M+$27.2M
- Five9FIVN252,454 shares · 0.5% of their software · price −$4.9M$23.0M+$1.3M
- VeriSign, Inc.VRSN127,217 shares · 0.4% of their software · price −$7.0M$21.3M+$1.4M
- DropboxDBX996,773 shares · 0.4% of their software · price −$2.3M$20.9M+$3.0M
- Cognyte Software Ltd.CGNT4,216,211 shares · 0.4% of their software · price −$29.8M$17.9M−$19.7M
- FlywireFLYW1,003,167 shares · 0.4% of their software · price −$13.0M$17.7M+$17.4M
- GitLabGTLB326,599 shares · 0.4% of their software$17.4M+$16.4M
- ePlus inc.PLUS306,923 shares · 0.3% of their software · price −$902K$16.3M−$1.7M
- WorkdayWDAY113,146 shares · 0.3% of their software · price −$11.3M$15.8MFlat
- Telos CorporationTLS1,771,568 shares · 0.3% of their software · price −$3.3M$14.3MFlat
- Shift4 Payments, Inc.FOUR424,786 shares · 0.3% of their software · price −$12.3M$14.0M+$3.0M
- InterDigital, Inc.IDCC223,555 shares · 0.3% of their software · price −$671K$13.6MFlat
- BILLBILL115,579 shares · 0.3% of their software · price −$13.5M$12.7M+$2.9M
- Health CatalystHCAT871,135 shares · 0.3% of their software · price −$10.1M$12.6M−$3.3M
- PaymentusPAY923,921 shares · 0.3% of their software · price −$7.1M$12.4M−$5.2M
- BroadridgeBR86,393 shares · 0.3% of their software · price −$1.1M$12.3MFlat
- AkamaiAKAM124,879 shares · 0.2% of their software · price −$3.5M$11.4M+$1.2M
- SS&CSSNC195,258 shares · 0.2% of their software · price −$3.3M$11.3MFlat
- Radware Ltd.RDWR522,588 shares · 0.2% of their software · price −$5.4M$11.3M−$1.1M
- ZoomZM102,990 shares · 0.2% of their software · price −$954K$11.1MFlat
- PaylocityPCTY57,214 shares · 0.2% of their software · price −$1.8M$10.0M−$4.8M
- TrimbleTRMB160,993 shares · 0.2% of their software · price −$2.2M$9.4MFlat
- Gen DigitalGEN382,238 shares · 0.2% of their software · price −$1.7M$8.4M+$846K
- DocuSignDOCU142,802 shares · 0.2% of their software · price −$7.1M$8.2MFlat
- RingCentralRNG149,477 shares · 0.2% of their software · price −$9.7M$7.8M−$23.9M
- MongoDBMDB28,602 shares · 0.2% of their software · price −$5.3M$7.4MFlat
- EVERTEC, Inc.EVTC173,054 shares · 0.1% of their software · price −$701K$6.4MFlat
- Upbound Group, Inc.UPBD325,792 shares · 0.1% of their software · price −$1.9M$6.3M+$1.4M
- MorningstarMORN23,236 shares · 0.1% of their software · price −$728K$5.6M−$737K
- HubSpotHUBS18,666 shares · 0.1% of their software · price −$3.3M$5.6M+$590K
- OktaOKTA61,154 shares · 0.1% of their software · price −$3.7M$5.5MFlat
- GoDaddyGDDY77,101 shares · 0.1% of their software · price −$1.1M$5.4MFlat
- PAR Technology CorporationPAR131,263 shares · 0.1% of their software$4.9MFlat
- F5, Inc.FFIV26,853 shares · 0.1% of their software · price −$1.5M$4.1M−$1.2M
- QualysQLYS30,222 shares · 0.1% of their software$3.8M+$3.1M
- Check PointCHKP26,808 shares · 0.1% of their software$3.3M−$5.6M
- UnityU87,381 shares · 0.1% of their software · price −$5.5M$3.2M+$1.3M
- NetScout Systems, Inc.NTCT81,135 shares · 0.1% of their software$2.7M−$689K
- Immersion CorporationIMMR484,580 shares · 0.1% of their software$2.6M+$1.4M
- TwilioTWLO30,745 shares · 0.1% of their software · price −$2.5M$2.6M−$22.2M
- Bentley SystemsBSY76,268 shares · 0.1% of their software · price −$830K$2.5MFlat
- Amdocs LimitedDOX30,285 shares · 0.1% of their software$2.5MFlat
- ElasticESTC31,975 shares · 0.0% of their software · price −$680K$2.2MFlat
- BlackLineBL31,726 shares · 0.0% of their software$2.1MFlat
- JFrogFROG89,065 shares · 0.0% of their software · price −$524K$1.9M+$1.3M
- Q2QTWO48,105 shares · 0.0% of their software · price −$1.1M$1.9M−$26.3M
- Manhattan AssociatesMANH14,630 shares · 0.0% of their software$1.7MFlat
- WEX Inc.WEX10,610 shares · 0.0% of their software$1.7MFlat
- monday.comMNDY15,970 shares · 0.0% of their software · price −$877K$1.6MFlat
- Endava plcDAVA18,620 shares · 0.0% of their software · price −$833K$1.6M+$996K
- DomoDOMO57,360 shares · 0.0% of their software$1.6MFlat
- PDF Solutions, Inc.PDFS73,802 shares · 0.0% of their software$1.6MFlat
- PagerDutyPD61,143 shares · 0.0% of their software · price −$575K$1.5MFlat
- Expensify, Inc.EXFY74,545 shares · 0.0% of their software$1.3MFlat
- Mitek Systems, Inc.MITK123,734 shares · 0.0% of their software · price −$672K$1.1MFlat
- SentinelOneS48,443 shares · 0.0% of their software · price −$747K$1.1MNew · +$1.9M
- PalantirPLTR124,346 shares · 0.0% of their software · price −$579K$1.1MFlat
- WixWIX16,050 shares · 0.0% of their software · price −$625K$1.1MFlat
- A10 Networks, Inc.ATEN72,867 shares · 0.0% of their software$1.0MFlat
- SPS CommerceSPSC8,805 shares · 0.0% of their software$995KFlat
- TeradataTDC26,765 shares · 0.0% of their software$991KFlat
- CS Disco, Inc.LAW51,243 shares · 0.0% of their software · price −$816K$924KFlat
- Thryv Holdings, Inc.THRY40,835 shares · 0.0% of their software$914K+$599K
- i3 Verticals, Inc.IIIV35,250 shares · 0.0% of their software$882KFlat
- CommvaultCVLT13,655 shares · 0.0% of their software$859KFlat
- CloudflareNET16,997 shares · 0.0% of their software · price −$1.3M$744K−$541K
- GuidewireGWRE10,329 shares · 0.0% of their software$733KFlat
- Bandwidth Inc.BAND36,920 shares · 0.0% of their software · price −$501K$695KNew · +$1.2M
- Alarm.com Holdings, Inc.ALRM10,205 shares · 0.0% of their software$631KFlat
- FreshworksFRSH47,468 shares · 0.0% of their software$624K−$10.9M
- Calix, Inc.CALX17,682 shares · 0.0% of their software$604KFlat
- BlackbaudBLKB10,213 shares · 0.0% of their software$593KFlat
- ProcorePCOR11,237 shares · 0.0% of their software$510KFlat
- Rapid7RPD7,205 shares · 0.0% of their software$481KFlat
- Ribbon Communications Inc.RBBN149,472 shares · 0.0% of their software$454KFlat
- Consensus Cloud Solutions, Inc.CCSI9,931 shares · 0.0% of their software$434KFlat
- Sabre CorporationSABR73,572 shares · 0.0% of their software$429KFlat
- LiveRamp Holdings, Inc.RAMP15,935 shares · 0.0% of their software$411KFlat
- Digital TurbineAPPS22,713 shares · 0.0% of their software · price −$598K$397KFlat
- Donnelley Financial Solutions, Inc.DFIN12,248 shares · 0.0% of their software$359KFlat
- International Money Express, Inc.IMXI17,014 shares · 0.0% of their software$348KNew · Flat
- Simulations PlusSLP6,928 shares · 0.0% of their software$342KFlat
- Alight, Inc.ALIT50,078 shares · 0.0% of their software$338KFlat
- CertaraCERT14,147 shares · 0.0% of their software$304KFlat
- Cerence Inc.CRNC11,757 shares · 0.0% of their software$297KFlat
- nCinoNCNO8,343 shares · 0.0% of their software$258KFlat
- PegasystemsPEGA5,174 shares · 0.0% of their software$248KFlat
- WorkivaWK3,656 shares · 0.0% of their software$241KFlat
- DoubleVerifyDV10,368 shares · 0.0% of their software$235KFlat
- Agilysys, Inc.AGYS4,939 shares · 0.0% of their software$233KNew · Flat
- C3.aiAI12,104 shares · 0.0% of their software$221KFlat
- UiPathPATH11,750 shares · 0.0% of their software$214KFlat
- BackblazeBLZE39,210 shares · 0.0% of their software$205KFlat
- NutanixNTNX12,604 shares · 0.0% of their software$184KFlat
- N-ableNABL19,592 shares · 0.0% of their software$176KFlat
- Rimini Street, Inc.RMNI28,131 shares · 0.0% of their software$169KFlat
- 8x8EGHT24,950 shares · 0.0% of their software$128K—
- Grab Holdings LimitedGRAB48,713 shares · 0.0% of their software$123KFlat
- Payoneer Global Inc.PAYO30,904 shares · 0.0% of their software$121KFlat
- MagniteMGNI13,343 shares · 0.0% of their software$118KFlat
- DHI Group, Inc.DHX22,711 shares · 0.0% of their software$113KFlat
- Remitly Global, Inc.RELY11,912 shares · 0.0% of their software$91KFlat
- eGain CorporationEGAN7,987 shares · 0.0% of their software$78KFlat
- YextYEXT15,481 shares · 0.0% of their software$74KFlat
- SmartRent, Inc.SMRT13,446 shares · 0.0% of their software$61KFlat
- AvePointAVPT12,585 shares · 0.0% of their software$55KFlat
- Nerdy Inc.NRDY12,059 shares · 0.0% of their software$26KFlat