Generalist · San Antonio, TX
Victory Capital Management
Q4 2022 · compared with Q3 2022
Filed as Victory Capital Management INC
- Software
- $4.5B
- Weight of 13F
- 4.9%
- Names
- 153
- Net bought
- −$178M
Filed 9 February 2023 · SEC filing.
The filing marked some holdings confidential.
2,609 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
- MicrosoftMSFT6,622,766 shares · 36.4% of their software · price +$45.8M$1.6B+$34.8M
- Palo Alto NetworksPANW1,180,835 shares · 4.1% of their software · price −$28.6M$182M−$35.8M
- AdobeADBE441,019 shares · 3.6% of their software · price +$27.0M$161M−$5.3M
- VeriskVRSK798,928 shares · 3.2% of their software · price +$4.7M$144M+$24.0M
- PTCPTC1,006,968 shares · 3.0% of their software · price +$15.5M$136MFlat
- ServiceNowNOW307,919 shares · 2.8% of their software · price +$3.3M$125M−$1.5M
- Roper Technologies, Inc.ROP259,152 shares · 2.5% of their software · price +$18.8M$111MFlat
- IntuitINTU265,260 shares · 2.5% of their software · price +$504K$110M−$1.5M
- CadenceCDNS548,935 shares · 2.1% of their software · price −$1.5M$95.4M−$9.8M
- Automatic Data Processing, Inc.ADP407,805 shares · 2.1% of their software · price +$5.2M$92.1M−$2.4M
- SalesforceCRM518,617 shares · 1.9% of their software · price −$5.8M$87.1M+$5.8M
- CoStarCSGP1,076,984 shares · 1.9% of their software · price +$8.2M$83.5M+$28.6M
- SynopsysSNPS246,214 shares · 1.9% of their software · price +$3.4M$83.3M−$47.2M
- Tyler TechnologiesTYL251,764 shares · 1.8% of their software · price −$6.3M$81.3MFlat
- Paychex, Inc.PAYX578,775 shares · 1.5% of their software · price +$1.9M$67.1MFlat
- OracleORCL750,916 shares · 1.5% of their software · price +$15.5M$66.4M+$1.5M
- Fiserv, Inc.FISV520,154 shares · 1.2% of their software · price +$3.9M$55.0M−$2.1M
- FortinetFTNT957,156 shares · 1.1% of their software$48.8M−$6.2M
- Uber Technologies, Inc.UBER1,715,874 shares · 1.1% of their software · price −$3.0M$47.4MFlat
- Sprout SocialSPT832,119 shares · 1.1% of their software · price −$3.5M$47.0MFlat
- WorkdayWDAY255,309 shares · 1.0% of their software · price +$3.9M$44.8M+$16.3M
- Fair IsaacFICO67,994 shares · 1.0% of their software · price +$12.7M$44.3M+$4.2M
- VeevaVEEV253,931 shares · 0.9% of their software · price −$889K$41.8M−$20.9M
- CrowdStrikeCRWD371,782 shares · 0.9% of their software · price −$22.1M$39.3M+$5.5M
- BoxBOX1,246,704 shares · 0.9% of their software · price +$8.4M$39.0M−$850K
- AutodeskADSK176,928 shares · 0.9% of their software$38.1M−$1.2M
- SnowflakeSNOW247,952 shares · 0.8% of their software · price −$6.6M$37.0M+$7.0M
- FactSetFDS86,375 shares · 0.8% of their software$36.3M−$4.0M
- The Trade DeskTTD741,441 shares · 0.8% of their software · price −$11.1M$35.0M−$1.7M
- NetApp, Inc.NTAP509,487 shares · 0.8% of their software · price −$912K$33.7M−$4.6M
- Payoneer Global Inc.PAYO6,018,252 shares · 0.7% of their software · price −$3.5M$32.9M+$33.8M
- ProgressPRGS636,203 shares · 0.7% of their software · price +$5.0M$32.2M−$12.3M
- Shift4 Payments, Inc.FOUR500,202 shares · 0.6% of their software · price +$5.7M$28.0M+$15.1M
- FlywireFLYW1,139,548 shares · 0.6% of their software · price +$1.7M$27.9M+$6.8M
- Block, Inc.XYZ378,236 shares · 0.6% of their software · price +$3.0M$27.7M−$2.5M
- VeriSign, Inc.VRSN113,023 shares · 0.6% of their software · price +$3.6M$24.6M−$4.2M
- ToastTOST1,249,618 shares · 0.5% of their software · price +$1.6M$22.7M+$9.2M
- GitLabGTLB411,115 shares · 0.4% of their software · price −$2.4M$18.7M+$2.2M
- VaronisVRNS771,014 shares · 0.4% of their software · price −$2.0M$18.5M−$9.2M
- InterDigital, Inc.IDCC250,583 shares · 0.4% of their software · price +$2.3M$17.5M−$4.9M
- DigitalOceanDOCN681,462 shares · 0.4% of their software · price −$7.3M$17.4M−$2.8M
- DatadogDDOG230,426 shares · 0.4% of their software · price −$3.5M$17.2M−$24.0M
- PaylocityPCTY84,064 shares · 0.4% of their software · price −$4.0M$17.1M+$774K
- ACI WorldwideACIW672,423 shares · 0.4% of their software · price +$1.4M$15.9M−$27.9M
- Euronet Worldwide, Inc.EEFT163,544 shares · 0.3% of their software · price +$3.0M$15.6M−$25.3M
- DynatraceDT368,499 shares · 0.3% of their software · price +$1.3M$14.1M−$10.9M
- MagniteMGNI1,257,030 shares · 0.3% of their software · price +$5.1M$13.3M+$8.2M
- ZoomZM172,231 shares · 0.3% of their software · price −$1.0M$12.9M−$501K
- ZoomInfoZI430,242 shares · 0.3% of their software$12.6M—
- PaycomPAYC38,109 shares · 0.3% of their software · price −$750K$12.1M−$20.7M
- ePlus inc.PLUS262,289 shares · 0.3% of their software · price +$719K$11.7M−$1.6M
- ZscalerZS84,873 shares · 0.2% of their software · price −$4.5M$10.5MFlat
- SS&CSSNC162,542 shares · 0.2% of their software · price +$701K$9.8MFlat
- Gen DigitalGEN407,909 shares · 0.2% of their software · price +$526K$9.4M+$2.0M
- AkamaiAKAM98,464 shares · 0.2% of their software$8.8M−$3.2M
- MongoDBMDB39,542 shares · 0.2% of their software$8.4M−$8.1M
- EVERTEC, Inc.EVTC245,525 shares · 0.2% of their software$8.3M+$1.7M
- TrimbleTRMB139,370 shares · 0.2% of their software · price −$517K$8.1MFlat
- Check PointCHKP63,411 shares · 0.2% of their software · price +$897K$8.0M+$1.2M
- Upbound Group, Inc.UPBD297,698 shares · 0.2% of their software · price +$1.5M$8.0MFlat
- BrazeBRZE289,888 shares · 0.2% of their software · price −$2.2M$7.9M−$10.6M
- AtlassianTEAM48,763 shares · 0.2% of their software · price −$4.0M$7.9MNew · +$10.3M
- BroadridgeBR48,699 shares · 0.2% of their software$7.3M−$3.2M
- HubSpotHUBS17,973 shares · 0.1% of their software$6.2MFlat
- CloudflareNET109,275 shares · 0.1% of their software · price −$1.1M$5.8MFlat
- GoDaddyGDDY71,367 shares · 0.1% of their software$5.6MFlat
- PalantirPLTR673,125 shares · 0.1% of their software · price −$1.2M$5.2MFlat
- BILLBILL45,567 shares · 0.1% of their software · price −$1.1M$5.2M−$5.2M
- OktaOKTA70,432 shares · 0.1% of their software · price +$807K$5.1M−$2.3M
- DropboxDBX197,044 shares · 0.1% of their software$4.4M−$16.5M
- Immersion CorporationIMMR598,800 shares · 0.1% of their software · price +$922K$4.2M−$1.7M
- SPS CommerceSPSC28,967 shares · 0.1% of their software$3.9M+$2.5M
- UnityU102,560 shares · 0.1% of their software$3.6M+$927K
- Amdocs LimitedDOX39,040 shares · 0.1% of their software$3.6M+$696K
- Five9FIVN42,063 shares · 0.1% of their software$2.9M−$5.9M
- NetScout Systems, Inc.NTCT90,304 shares · 0.1% of their software$2.9M+$506K
- PAR Technology CorporationPAR110,280 shares · 0.1% of their software$2.9MFlat
- MorningstarMORN11,442 shares · 0.1% of their software$2.8M−$1.2M
- Bentley SystemsBSY62,137 shares · 0.1% of their software$2.4MFlat
- F5, Inc.FFIV15,940 shares · 0.1% of their software$2.4MFlat
- QualysQLYS20,118 shares · 0.1% of their software · price −$546K$2.3M−$1.3M
- TwilioTWLO39,468 shares · 0.0% of their software · price −$796K$2.1MFlat
- SAPSAP16,844 shares · 0.0% of their software$2.0MNew · +$1.4M
- PaymentusPAY240,669 shares · 0.0% of their software$1.9M+$592K
- monday.comMNDY14,790 shares · 0.0% of their software$1.8MFlat
- Thryv Holdings, Inc.THRY77,871 shares · 0.0% of their software$1.7M+$1.0M
- Manhattan AssociatesMANH13,351 shares · 0.0% of their software$1.7MFlat
- Donnelley Financial Solutions, Inc.DFIN37,966 shares · 0.0% of their software$1.7M+$982K
- WEX Inc.WEX9,286 shares · 0.0% of their software$1.7MFlat
- PDF Solutions, Inc.PDFS54,710 shares · 0.0% of their software$1.6MFlat
- Adeia Inc.ADEA135,540 shares · 0.0% of their software$1.5MNew · +$832K
- Consensus Cloud Solutions, Inc.CCSI24,855 shares · 0.0% of their software$1.5M+$939K
- A10 Networks, Inc.ATEN92,788 shares · 0.0% of their software$1.4MFlat
- WixWIX17,406 shares · 0.0% of their software$1.4MFlat
- RingCentralRNG37,062 shares · 0.0% of their software$1.3M−$6.6M
- DocuSignDOCU22,130 shares · 0.0% of their software$1.3M−$3.8M
- Cerence Inc.CRNC66,387 shares · 0.0% of their software$1.3M+$876K
- CommvaultCVLT14,261 shares · 0.0% of their software$887KFlat
- TeradataTDC23,788 shares · 0.0% of their software$830KFlat
- Bandwidth Inc.BAND35,570 shares · 0.0% of their software$816KFlat
- i3 Verticals, Inc.IIIV32,650 shares · 0.0% of their software$795KFlat
- DomoDOMO55,260 shares · 0.0% of their software$787KFlat
- Agilysys, Inc.AGYS8,599 shares · 0.0% of their software$719KFlat
- ProcorePCOR12,618 shares · 0.0% of their software$706KFlat
- NutanixNTNX24,974 shares · 0.0% of their software$696KFlat
- GuidewireGWRE9,426 shares · 0.0% of their software$690KFlat
- Calix, Inc.CALX12,312 shares · 0.0% of their software$648KFlat
- AppLovinAPP58,323 shares · 0.0% of their software · price −$523K$643KFlat
- UiPathPATH40,982 shares · 0.0% of their software$629KFlat
- Alarm.com Holdings, Inc.ALRM10,662 shares · 0.0% of their software$571KFlat
- BlackbaudBLKB9,043 shares · 0.0% of their software$563KFlat
- Lyft, Inc.LYFT33,674 shares · 0.0% of their software$547KFlat
- TenableTENB11,929 shares · 0.0% of their software$480KFlat
- Digital TurbineAPPS26,045 shares · 0.0% of their software$452KFlat
- Sabre CorporationSABR66,347 shares · 0.0% of their software$452KFlat
- WorkivaWK5,178 shares · 0.0% of their software$448KFlat
- BlackLineBL5,499 shares · 0.0% of their software$395K−$923K
- LiveRamp Holdings, Inc.RAMP13,861 shares · 0.0% of their software$371KFlat
- DoximityDOCS10,437 shares · 0.0% of their software$368KFlat
- International Money Express, Inc.IMXI14,732 shares · 0.0% of their software$335K−$554K
- SentinelOneS20,828 shares · 0.0% of their software$314K−$1.2M
- Simulations PlusSLP7,523 shares · 0.0% of their software$309KFlat
- DuolingoDUOL2,892 shares · 0.0% of their software$276KFlat
- PagerDutyPD8,925 shares · 0.0% of their software$266K−$1.2M
- Strategy IncMSTR1,051 shares · 0.0% of their software$265KFlat
- N-ableNABL25,622 shares · 0.0% of their software$263KFlat
- Rackspace Technology, Inc.RXT86,007 shares · 0.0% of their software$258KNew · Flat
- Rapid7RPD6,404 shares · 0.0% of their software$255KFlat
- FreshworksFRSH15,371 shares · 0.0% of their software$249K−$620K
- Alight, Inc.ALIT25,667 shares · 0.0% of their software$241KFlat
- Grab Holdings LimitedGRAB63,358 shares · 0.0% of their software$240KFlat
- AppFolioAPPF2,019 shares · 0.0% of their software$227KFlat
- BackblazeBLZE36,080 shares · 0.0% of their software$222KFlat
- CertaraCERT11,330 shares · 0.0% of their software$220KFlat
- nCinoNCNO7,481 shares · 0.0% of their software$214KFlat
- Clear Secure, Inc.YOU6,684 shares · 0.0% of their software$210KNew · Flat
- PhreesiaPHR5,554 shares · 0.0% of their software$208KNew · Flat
- Rimini Street, Inc.RMNI49,684 shares · 0.0% of their software$203KFlat
- DoubleVerifyDV7,380 shares · 0.0% of their software$201KFlat
- Q2QTWO6,124 shares · 0.0% of their software$200K−$1.4M
- PubMaticPUBM10,983 shares · 0.0% of their software$168KNew · Flat
- CourseraCOUR10,328 shares · 0.0% of their software$165KFlat
- CCC Intelligent Solutions Holdings Inc.CCC13,962 shares · 0.0% of their software$129KFlat
- FastlyFSLY12,350 shares · 0.0% of their software$128KFlat
- Zeta GlobalZETA14,066 shares · 0.0% of their software$128KFlat
- 8x8EGHT25,592 shares · 0.0% of their software$121KFlat
- YextYEXT11,347 shares · 0.0% of their software$79KFlat
- DHI Group, Inc.DHX14,195 shares · 0.0% of their software$75KFlat
- eGain CorporationEGAN8,198 shares · 0.0% of their software$74KFlat
- Ribbon Communications Inc.RBBN15,646 shares · 0.0% of their software$55KFlat
- AvePointAVPT12,204 shares · 0.0% of their software$55KFlat
- SmartRent, Inc.SMRT15,533 shares · 0.0% of their software$45KFlat
- Blend Labs, Inc.BLND16,477 shares · 0.0% of their software$27KFlat