Generalist · San Antonio, TX
Victory Capital Management
Q3 2022 · compared with Q2 2022
Filed as Victory Capital Management INC
- Software
- $4.4B
- Weight of 13F
- 5.2%
- Names
- 156
- Net bought
- +$345M
Filed 2 November 2022 · SEC filing.
The filing marked some holdings confidential.
2,670 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
- MicrosoftMSFT6,473,444 shares · 34.3% of their software · price −$155M$1.5BFlat
- Palo Alto NetworksPANW1,399,413 shares · 5.2% of their software · price −$462M$229M+$434M
- AdobeADBE460,176 shares · 2.9% of their software · price −$41.8M$127M−$7.5M
- SynopsysSNPS400,582 shares · 2.8% of their software · price +$725K$122M+$8.7M
- ServiceNowNOW311,791 shares · 2.7% of their software · price −$30.5M$118M−$34.7M
- VeriskVRSK658,269 shares · 2.6% of their software · price −$1.7M$112MFlat
- PTCPTC1,005,658 shares · 2.4% of their software · price −$1.7M$105M+$3.0M
- IntuitINTU269,085 shares · 2.4% of their software · price +$506K$104M+$27.1M
- CadenceCDNS608,624 shares · 2.3% of their software · price +$8.2M$99.5M−$22.1M
- Automatic Data Processing, Inc.ADP418,632 shares · 2.2% of their software · price +$6.8M$94.7M+$8.1M
- Roper Technologies, Inc.ROP258,317 shares · 2.1% of their software · price −$9.0M$92.9M−$1.0M
- Tyler TechnologiesTYL251,762 shares · 2.0% of their software · price +$3.8M$87.5M−$1.1M
- SalesforceCRM478,527 shares · 1.6% of their software · price −$10.1M$68.8M+$25.1M
- Paychex, Inc.PAYX574,427 shares · 1.5% of their software · price −$954K$64.5M−$966K
- VeevaVEEV380,885 shares · 1.4% of their software · price −$12.6M$62.8M−$4.8M
- CrowdStrikeCRWD338,421 shares · 1.3% of their software · price −$1.3M$55.8M+$1.4M
- FortinetFTNT1,082,962 shares · 1.2% of their software · price −$8.1M$53.2MFlat
- Sprout SocialSPT838,557 shares · 1.2% of their software · price +$2.2M$50.9M+$11.7M
- Fiserv, Inc.FISV542,722 shares · 1.2% of their software · price +$2.5M$50.8M+$2.8M
- CoStarCSGP666,108 shares · 1.1% of their software · price +$6.2M$46.4M−$9.8M
- The Trade DeskTTD769,845 shares · 1.0% of their software · price +$13.7M$46.0M−$7.2M
- Uber Technologies, Inc.UBER1,710,708 shares · 1.0% of their software · price +$10.3M$45.3M−$14.8M
- DatadogDDOG501,251 shares · 1.0% of their software · price −$3.2M$44.5M+$9.9M
- OracleORCL725,583 shares · 1.0% of their software · price −$6.4M$44.3M−$2.8M
- ZoomInfoZI1,012,412 shares · 1.0% of their software$42.2M—
- ACI WorldwideACIW2,006,435 shares · 1.0% of their software · price −$10.0M$41.9M+$5.5M
- ProgressPRGS925,857 shares · 0.9% of their software · price −$2.5M$39.4M+$750K
- FactSetFDS96,446 shares · 0.9% of their software · price +$1.5M$38.6M+$11.1M
- Euronet Worldwide, Inc.EEFT497,082 shares · 0.9% of their software · price −$12.3M$37.7M−$2.3M
- NetApp, Inc.NTAP583,817 shares · 0.8% of their software · price −$2.0M$36.1M−$25.7M
- SnowflakeSNOW206,720 shares · 0.8% of their software · price +$6.4M$35.1M+$4.2M
- AutodeskADSK183,150 shares · 0.8% of their software · price +$2.7M$34.2M+$5.0M
- PaycomPAYC100,832 shares · 0.8% of their software · price +$5.0M$33.3M+$1.3M
- BoxBOX1,281,548 shares · 0.7% of their software · price −$961K$31.3M+$8.2M
- VaronisVRNS1,119,051 shares · 0.7% of their software · price −$3.1M$29.7M−$27.5M
- DigitalOceanDOCN758,506 shares · 0.6% of their software · price −$3.9M$27.4M−$4.5M
- VeriSign, Inc.VRSN137,156 shares · 0.5% of their software · price +$874K$23.8M+$1.7M
- Fair IsaacFICO57,803 shares · 0.5% of their software · price +$642K$23.8M−$3.1M
- DynatraceDT681,153 shares · 0.5% of their software · price −$3.2M$23.7M+$2.3M
- Block, Inc.XYZ422,881 shares · 0.5% of their software · price −$2.7M$23.3M−$9.7M
- WorkdayWDAY148,206 shares · 0.5% of their software · price +$1.9M$22.6M+$4.9M
- BrazeBRZE592,989 shares · 0.5% of their software · price −$830K$20.7MNew · +$21.5M
- DropboxDBX992,356 shares · 0.5% of their software$20.6MFlat
- PaylocityPCTY80,860 shares · 0.4% of their software · price +$5.4M$19.5M+$4.1M
- FlywireFLYW843,781 shares · 0.4% of their software · price +$4.5M$19.4M−$2.8M
- GitLabGTLB367,831 shares · 0.4% of their software · price −$706K$18.8M+$2.2M
- MongoDBMDB80,139 shares · 0.4% of their software · price −$4.9M$15.9M+$13.4M
- InterDigital, Inc.IDCC371,776 shares · 0.3% of their software · price −$7.6M$15.0M+$9.0M
- ZscalerZS82,589 shares · 0.3% of their software · price +$1.2M$13.6M−$11.9M
- Telos CorporationTLS1,487,992 shares · 0.3% of their software · price +$1.2M$13.2M−$2.3M
- ZoomZM179,044 shares · 0.3% of their software · price −$6.2M$13.2M+$8.2M
- ePlus inc.PLUS301,937 shares · 0.3% of their software · price −$3.5M$12.5MFlat
- Radware Ltd.RDWR538,183 shares · 0.3% of their software$11.7MFlat
- ToastTOST698,291 shares · 0.3% of their software · price +$2.6M$11.7MNew · +$9.0M
- BILLBILL84,987 shares · 0.3% of their software · price +$1.9M$11.3M−$3.4M
- AkamaiAKAM138,010 shares · 0.3% of their software · price −$1.5M$11.1M+$1.2M
- BroadridgeBR70,803 shares · 0.2% of their software$10.2M−$2.2M
- Five9FIVN120,526 shares · 0.2% of their software · price −$1.9M$9.0M−$12.0M
- Cognyte Software Ltd.CGNT2,036,969 shares · 0.2% of their software$8.2M−$9.3M
- RingCentralRNG201,044 shares · 0.2% of their software · price −$2.5M$8.0M+$2.7M
- SS&CSSNC158,085 shares · 0.2% of their software · price −$1.6M$7.5M−$2.2M
- TrimbleTRMB135,814 shares · 0.2% of their software · price −$538K$7.4M−$1.5M
- Shift4 Payments, Inc.FOUR161,291 shares · 0.2% of their software · price +$1.9M$7.2M−$8.7M
- OktaOKTA110,416 shares · 0.1% of their software · price −$3.7M$6.3M+$4.5M
- Gen DigitalGEN308,541 shares · 0.1% of their software · price −$562K$6.2M−$1.6M
- EVERTEC, Inc.EVTC190,457 shares · 0.1% of their software · price −$1.1M$6.0M+$642K
- CloudflareNET107,609 shares · 0.1% of their software · price +$1.2M$6.0M+$4.0M
- Check PointCHKP52,533 shares · 0.1% of their software · price −$513K$5.9M+$3.1M
- Upbound Group, Inc.UPBD321,205 shares · 0.1% of their software · price −$623K$5.6MFlat
- PalantirPLTR662,869 shares · 0.1% of their software · price −$623K$5.4M+$4.9M
- GoDaddyGDDY73,191 shares · 0.1% of their software$5.2MFlat
- Immersion CorporationIMMR909,169 shares · 0.1% of their software$5.0M+$2.3M
- DocuSignDOCU92,964 shares · 0.1% of their software$5.0M−$2.9M
- HubSpotHUBS17,703 shares · 0.1% of their software · price −$540K$4.8MFlat
- QualysQLYS29,792 shares · 0.1% of their software$4.2MFlat
- MorningstarMORN16,962 shares · 0.1% of their software · price −$501K$3.6M−$1.5M
- PAR Technology CorporationPAR119,602 shares · 0.1% of their software · price −$952K$3.5MFlat
- TwilioTWLO40,161 shares · 0.1% of their software · price −$589K$2.8M+$789K
- Payoneer Global Inc.PAYO439,680 shares · 0.1% of their software · price +$937K$2.7M+$1.6M
- ElasticESTC35,075 shares · 0.1% of their software$2.5MFlat
- Amdocs LimitedDOX30,285 shares · 0.1% of their software$2.4MFlat
- UnityU73,460 shares · 0.1% of their software$2.3M−$513K
- NetScout Systems, Inc.NTCT74,158 shares · 0.1% of their software$2.3MFlat
- F5, Inc.FFIV15,215 shares · 0.1% of their software$2.2M−$1.8M
- Manhattan AssociatesMANH14,696 shares · 0.0% of their software$2.0MFlat
- JFrogFROG85,966 shares · 0.0% of their software$1.9MFlat
- Bentley SystemsBSY61,557 shares · 0.0% of their software$1.9MFlat
- PaymentusPAY179,725 shares · 0.0% of their software · price −$656K$1.7M−$9.9M
- monday.comMNDY15,390 shares · 0.0% of their software$1.7MFlat
- PDF Solutions, Inc.PDFS70,229 shares · 0.0% of their software$1.7MFlat
- SentinelOneS66,587 shares · 0.0% of their software$1.7MFlat
- Q2QTWO50,853 shares · 0.0% of their software$1.6MFlat
- Endava plcDAVA20,005 shares · 0.0% of their software$1.6MFlat
- PagerDutyPD60,047 shares · 0.0% of their software$1.4MFlat
- BlackLineBL20,910 shares · 0.0% of their software$1.3M−$720K
- WEX Inc.WEX9,759 shares · 0.0% of their software$1.2MFlat
- AppLovinAPP62,283 shares · 0.0% of their software · price −$931K$1.2M−$23.9M
- WixWIX15,450 shares · 0.0% of their software$1.2MFlat
- SPS CommerceSPSC8,936 shares · 0.0% of their software$1.1MFlat
- Expensify, Inc.EXFY73,646 shares · 0.0% of their software$1.1MFlat
- Mitek Systems, Inc.MITK118,604 shares · 0.0% of their software$1.1MFlat
- Calix, Inc.CALX16,760 shares · 0.0% of their software$1.0MFlat
- DomoDOMO55,260 shares · 0.0% of their software$994K—
- A10 Networks, Inc.ATEN67,842 shares · 0.0% of their software$901KFlat
- International Money Express, Inc.IMXI39,036 shares · 0.0% of their software$890KFlat
- FreshworksFRSH63,187 shares · 0.0% of their software$820KFlat
- TeradataTDC24,701 shares · 0.0% of their software$767KFlat
- Thryv Holdings, Inc.THRY33,498 shares · 0.0% of their software$765KFlat
- CommvaultCVLT13,646 shares · 0.0% of their software$724KFlat
- Alarm.com Holdings, Inc.ALRM10,713 shares · 0.0% of their software$695KFlat
- i3 Verticals, Inc.IIIV33,478 shares · 0.0% of their software$671KFlat
- ProcorePCOR12,738 shares · 0.0% of their software$630KFlat
- GuidewireGWRE9,517 shares · 0.0% of their software$586KFlat
- Simulations PlusSLP11,639 shares · 0.0% of their software$565KFlat
- CS Disco, Inc.LAW54,974 shares · 0.0% of their software$550KFlat
- NutanixNTNX25,214 shares · 0.0% of their software$525KFlat
- Digital TurbineAPPS35,395 shares · 0.0% of their software$510KFlat
- Lyft, Inc.LYFT33,997 shares · 0.0% of their software$448KNew · Flat
- UiPathPATH35,540 shares · 0.0% of their software$448KFlat
- Bandwidth Inc.BAND35,570 shares · 0.0% of their software$423KFlat
- Donnelley Financial Solutions, Inc.DFIN11,401 shares · 0.0% of their software$421KFlat
- TenableTENB12,043 shares · 0.0% of their software$419K−$38.9M
- BlackbaudBLKB9,418 shares · 0.0% of their software$415KFlat
- WorkivaWK5,227 shares · 0.0% of their software$407KFlat
- Sabre CorporationSABR68,881 shares · 0.0% of their software$355KFlat
- Ribbon Communications Inc.RBBN157,474 shares · 0.0% of their software$350KFlat
- Agilysys, Inc.AGYS6,191 shares · 0.0% of their software$343KFlat
- DoximityDOCS10,536 shares · 0.0% of their software$318KNew · Flat
- DoubleVerifyDV11,616 shares · 0.0% of their software$318KFlat
- DuolingoDUOL2,919 shares · 0.0% of their software$278KNew · Flat
- Rapid7RPD6,465 shares · 0.0% of their software$277KFlat
- LiveRamp Holdings, Inc.RAMP14,679 shares · 0.0% of their software$267KFlat
- nCinoNCNO7,552 shares · 0.0% of their software$258KFlat
- C3.aiAI19,043 shares · 0.0% of their software$238KFlat
- Consensus Cloud Solutions, Inc.CCSI5,010 shares · 0.0% of their software$237KFlat
- Strategy IncMSTR1,061 shares · 0.0% of their software$225KNew · Flat
- N-ableNABL23,293 shares · 0.0% of their software$215KFlat
- AppFolioAPPF2,038 shares · 0.0% of their software$213KNew · Flat
- Alight, Inc.ALIT25,913 shares · 0.0% of their software$190KFlat
- BackblazeBLZE36,080 shares · 0.0% of their software$179KFlat
- Cerence Inc.CRNC10,761 shares · 0.0% of their software$169KFlat
- CertaraCERT11,438 shares · 0.0% of their software$152KFlat
- Rimini Street, Inc.RMNI28,130 shares · 0.0% of their software$131KFlat
- DHI Group, Inc.DHX24,042 shares · 0.0% of their software$129KFlat
- Grab Holdings LimitedGRAB48,713 shares · 0.0% of their software$128KFlat
- CCC Intelligent Solutions Holdings Inc.CCC12,600 shares · 0.0% of their software$115KNew · Flat
- FastlyFSLY12,466 shares · 0.0% of their software$114KNew · Flat
- CourseraCOUR10,427 shares · 0.0% of their software$112KNew · Flat
- Zeta GlobalZETA14,200 shares · 0.0% of their software$94KNew · Flat
- 8x8EGHT25,597 shares · 0.0% of their software$88K—
- MagniteMGNI12,981 shares · 0.0% of their software$85KFlat
- eGain CorporationEGAN7,773 shares · 0.0% of their software$57KFlat
- YextYEXT11,352 shares · 0.0% of their software$51KFlat
- AvePointAVPT12,209 shares · 0.0% of their software$49KFlat
- Blend Labs, Inc.BLND16,484 shares · 0.0% of their software$36KNew · Flat
- SmartRent, Inc.SMRT11,450 shares · 0.0% of their software$26KFlat