Generalist · San Antonio, TX
Victory Capital Management
Q1 2023 · compared with Q4 2022
Filed as Victory Capital Management INC
- Software
- $4.5B
- Weight of 13F
- 5.1%
- Names
- 159
- Net bought
- −$469M
Filed 2 May 2023 · SEC filing.
2,560 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
- MicrosoftMSFT6,418,057 shares · 41.5% of their software · price +$311M$1.9B−$49.1M
- AdobeADBE414,924 shares · 3.6% of their software · price +$20.3M$160M−$8.8M
- SalesforceCRM747,984 shares · 3.3% of their software · price +$50.3M$149M+$30.4M
- ServiceNowNOW294,796 shares · 3.1% of their software · price +$22.5M$137M−$5.1M
- IntuitINTU261,242 shares · 2.6% of their software · price +$14.8M$116M−$1.6M
- Palo Alto NetworksPANW564,611 shares · 2.5% of their software · price +$34.0M$113M−$86.0M
- CadenceCDNS516,491 shares · 2.4% of their software · price +$25.5M$109M−$5.2M
- SynopsysSNPS247,557 shares · 2.1% of their software · price +$16.6M$95.6MFlat
- Automatic Data Processing, Inc.ADP381,615 shares · 1.9% of their software · price −$6.2M$85.0M−$6.3M
- Paychex, Inc.PAYX720,757 shares · 1.9% of their software · price −$699K$82.6M+$16.4M
- OracleORCL877,891 shares · 1.8% of their software · price +$9.8M$81.6M+$10.4M
- FortinetFTNT1,191,396 shares · 1.8% of their software · price +$20.9M$79.2M+$11.5M
- CoStarCSGP1,100,980 shares · 1.7% of their software · price −$9.3M$75.8M+$1.9M
- VeriskVRSK360,745 shares · 1.6% of their software · price +$5.6M$69.2M−$77.3M
- NetApp, Inc.NTAP974,547 shares · 1.4% of their software · price +$3.7M$62.2M+$27.9M
- WorkdayWDAY291,616 shares · 1.3% of their software · price +$11.4M$60.2M+$6.1M
- Fiserv, Inc.FISV519,393 shares · 1.3% of their software · price +$6.2M$58.7MFlat
- Sprout SocialSPT818,538 shares · 1.1% of their software · price +$3.6M$49.8M−$767K
- Uber Technologies, Inc.UBER1,533,730 shares · 1.1% of their software · price +$10.7M$48.6M−$4.5M
- Euronet Worldwide, Inc.EEFT416,994 shares · 1.0% of their software · price +$7.3M$46.7M+$23.9M
- SnowflakeSNOW289,319 shares · 1.0% of their software · price +$3.1M$44.6M+$5.9M
- VeevaVEEV208,116 shares · 0.9% of their software · price +$4.7M$38.2M−$7.4M
- ProgressPRGS652,549 shares · 0.8% of their software · price +$4.6M$37.5M+$825K
- AutodeskADSK176,687 shares · 0.8% of their software · price +$3.8M$36.8MFlat
- The Trade DeskTTD600,772 shares · 0.8% of their software · price +$9.7M$36.6M−$6.3M
- FactSetFDS83,584 shares · 0.8% of their software · price +$1.2M$34.7M−$1.1M
- Fair IsaacFICO47,053 shares · 0.7% of their software · price +$4.9M$33.1M−$12.5M
- Payoneer Global Inc.PAYO5,207,443 shares · 0.7% of their software · price +$4.2M$32.7M−$4.4M
- DigitalOceanDOCN748,616 shares · 0.7% of their software · price +$10.3M$29.3M+$1.7M
- CrowdStrikeCRWD187,404 shares · 0.6% of their software · price +$6.0M$25.7M−$19.4M
- VeriSign, Inc.VRSN117,360 shares · 0.6% of their software · price +$691K$24.8M+$891K
- Shift4 Payments, Inc.FOUR313,505 shares · 0.5% of their software · price +$6.2M$23.8M−$10.4M
- FlywireFLYW800,021 shares · 0.5% of their software · price +$3.9M$23.5M−$8.3M
- ToastTOST1,280,482 shares · 0.5% of their software$22.7M+$556K
- VaronisVRNS857,923 shares · 0.5% of their software · price +$1.8M$22.3M+$2.1M
- BoxBOX762,646 shares · 0.5% of their software · price −$3.3M$20.4M−$15.1M
- Roper Technologies, Inc.ROP44,646 shares · 0.4% of their software$19.7M−$92.7M
- DynatraceDT449,999 shares · 0.4% of their software · price +$1.8M$19.0M+$3.1M
- HubSpotHUBS42,918 shares · 0.4% of their software · price +$6.0M$18.4M+$7.2M
- AtlassianTEAM107,106 shares · 0.4% of their software · price +$4.6M$18.3M+$7.5M
- MagniteMGNI1,722,828 shares · 0.4% of their software · price −$2.3M$16.0M+$4.9M
- SamsaraIOT774,971 shares · 0.3% of their software · price +$5.6M$15.3MNew · +$9.6M
- DatadogDDOG201,243 shares · 0.3% of their software$14.6M−$2.1M
- PaylocityPCTY71,928 shares · 0.3% of their software$14.3M−$2.4M
- Block, Inc.XYZ205,904 shares · 0.3% of their software · price +$1.2M$14.1M−$10.8M
- ZoomZM184,620 shares · 0.3% of their software · price +$1.1M$13.6M+$839K
- ProcorePCOR193,546 shares · 0.3% of their software · price +$3.0M$12.1M+$8.5M
- PaycomPAYC39,346 shares · 0.3% of their software$12.0MFlat
- ePlus inc.PLUS235,288 shares · 0.3% of their software · price +$1.1M$11.5M−$1.2M
- InterDigital, Inc.IDCC141,841 shares · 0.2% of their software · price +$3.3M$10.3M−$5.4M
- GitLabGTLB296,641 shares · 0.2% of their software · price −$3.3M$10.2M−$5.2M
- SS&CSSNC179,261 shares · 0.2% of their software · price +$791K$10.1M+$870K
- PTCPTC74,519 shares · 0.2% of their software · price +$610K$9.6M−$112M
- ZscalerZS80,583 shares · 0.2% of their software$9.4MFlat
- Check PointCHKP68,400 shares · 0.2% of their software$8.9M+$629K
- EVERTEC, Inc.EVTC248,384 shares · 0.2% of their software$8.4MFlat
- BroadridgeBR56,458 shares · 0.2% of their software · price +$702K$8.3M+$1.0M
- Upbound Group, Inc.UPBD334,343 shares · 0.2% of their software · price +$655K$8.2M+$826K
- BrazeBRZE235,844 shares · 0.2% of their software · price +$1.7M$8.2M−$1.5M
- TrimbleTRMB155,339 shares · 0.2% of their software$8.1M+$807K
- Tyler TechnologiesTYL21,827 shares · 0.2% of their software · price +$703K$7.7M−$74.1M
- MongoDBMDB33,172 shares · 0.2% of their software · price +$1.2M$7.7M−$1.3M
- CloudflareNET107,969 shares · 0.1% of their software · price +$1.8M$6.7MFlat
- Gen DigitalGEN386,897 shares · 0.1% of their software · price −$1.7M$6.6MFlat
- GoDaddyGDDY73,985 shares · 0.1% of their software$5.8MFlat
- PalantirPLTR666,411 shares · 0.1% of their software · price +$1.4M$5.6MFlat
- Immersion CorporationIMMR564,290 shares · 0.1% of their software · price +$1.1M$5.0MFlat
- DocuSignDOCU77,027 shares · 0.1% of their software$4.5M+$3.0M
- Amdocs LimitedDOX46,337 shares · 0.1% of their software$4.4M+$663K
- AkamaiAKAM56,274 shares · 0.1% of their software$4.4M−$3.6M
- Five9FIVN59,568 shares · 0.1% of their software$4.3M+$1.2M
- ZoomInfoZI172,727 shares · 0.1% of their software$4.3M—
- Bentley SystemsBSY91,659 shares · 0.1% of their software · price +$553K$3.9M+$1.1M
- Manhattan AssociatesMANH23,752 shares · 0.1% of their software · price +$795K$3.7M+$1.3M
- OktaOKTA42,448 shares · 0.1% of their software · price +$760K$3.7M−$1.9M
- MorningstarMORN17,937 shares · 0.1% of their software$3.6M+$1.4M
- Calix, Inc.CALX64,244 shares · 0.1% of their software · price −$953K$3.4M+$3.6M
- NetScout Systems, Inc.NTCT97,852 shares · 0.1% of their software$2.8MFlat
- PAR Technology CorporationPAR78,385 shares · 0.1% of their software · price +$618K$2.7M−$832K
- TwilioTWLO38,578 shares · 0.1% of their software · price +$682K$2.6MFlat
- SPS CommerceSPSC16,369 shares · 0.1% of their software$2.5M−$1.6M
- QualysQLYS18,774 shares · 0.1% of their software$2.4MFlat
- SAPSAP16,004 shares · 0.0% of their software$2.0MFlat
- monday.comMNDY13,980 shares · 0.0% of their software$2.0MFlat
- PDF Solutions, Inc.PDFS46,714 shares · 0.0% of their software · price +$648K$2.0MFlat
- Thryv Holdings, Inc.THRY79,694 shares · 0.0% of their software$1.8MFlat
- Lyft, Inc.LYFT192,371 shares · 0.0% of their software$1.8M+$1.7M
- Donnelley Financial Solutions, Inc.DFIN41,400 shares · 0.0% of their software$1.7MFlat
- Cerence Inc.CRNC52,361 shares · 0.0% of their software · price +$501K$1.5MFlat
- A10 Networks, Inc.ATEN90,794 shares · 0.0% of their software$1.4MFlat
- WixWIX14,050 shares · 0.0% of their software$1.4MFlat
- AmplitudeAMPL110,410 shares · 0.0% of their software$1.4MNew · +$1.3M
- WEX Inc.WEX7,355 shares · 0.0% of their software$1.4MFlat
- Grab Holdings LimitedGRAB435,140 shares · 0.0% of their software$1.3M+$1.2M
- Q2QTWO52,050 shares · 0.0% of their software$1.3M+$1.2M
- Adeia Inc.ADEA135,668 shares · 0.0% of their software$1.2MFlat
- StoneCo Ltd.STNE123,233 shares · 0.0% of their software$1.2MNew · +$1.2M
- RingCentralRNG35,557 shares · 0.0% of their software$1.1MFlat
- F5, Inc.FFIV7,433 shares · 0.0% of their software$1.1M−$1.2M
- i3 Verticals, Inc.IIIV43,768 shares · 0.0% of their software$1.1MFlat
- ACI WorldwideACIW37,813 shares · 0.0% of their software$1.0M−$14.6M
- TeradataTDC23,220 shares · 0.0% of their software$935KFlat
- BILLBILL11,444 shares · 0.0% of their software$929K−$3.7M
- Consensus Cloud Solutions, Inc.CCSI25,829 shares · 0.0% of their software · price −$508K$881KFlat
- UnityU26,456 shares · 0.0% of their software$858K−$2.2M
- CommvaultCVLT14,597 shares · 0.0% of their software$828KFlat
- GuidewireGWRE9,082 shares · 0.0% of their software$745KFlat
- UiPathPATH41,637 shares · 0.0% of their software$731KFlat
- Agilysys, Inc.AGYS8,638 shares · 0.0% of their software$713KFlat
- Paysafe LimitedPSFE41,066 shares · 0.0% of their software$709KNew · +$570K
- NutanixNTNX25,526 shares · 0.0% of their software$663KFlat
- DropboxDBX30,164 shares · 0.0% of their software$652K−$3.7M
- Alarm.com Holdings, Inc.ALRM12,686 shares · 0.0% of their software$638KFlat
- TenableTENB12,098 shares · 0.0% of their software$575KFlat
- WorkivaWK5,184 shares · 0.0% of their software$531KFlat
- DoubleVerifyDV17,137 shares · 0.0% of their software$517KFlat
- BlackbaudBLKB7,400 shares · 0.0% of their software$513KFlat
- Bandwidth Inc.BAND33,650 shares · 0.0% of their software$511KFlat
- ElasticESTC8,463 shares · 0.0% of their software$490KNew · Flat
- DuolingoDUOL3,014 shares · 0.0% of their software$430KFlat
- CertaraCERT16,531 shares · 0.0% of their software$399KFlat
- DoximityDOCS11,971 shares · 0.0% of their software$388KFlat
- BlackLineBL5,491 shares · 0.0% of their software$369KFlat
- SentinelOneS22,397 shares · 0.0% of their software$366KFlat
- PagerDutyPD9,477 shares · 0.0% of their software$332KFlat
- C3.aiAI9,688 shares · 0.0% of their software$325KNew · Flat
- Strategy IncMSTR1,075 shares · 0.0% of their software$314KFlat
- Rapid7RPD6,526 shares · 0.0% of their software$300KFlat
- Alight, Inc.ALIT32,149 shares · 0.0% of their software$296KFlat
- International Money Express, Inc.IMXI10,053 shares · 0.0% of their software$259KFlat
- Digital TurbineAPPS20,898 shares · 0.0% of their software$258KFlat
- AppFolioAPPF2,058 shares · 0.0% of their software$256KFlat
- Simulations PlusSLP5,489 shares · 0.0% of their software$241KFlat
- LiveRamp Holdings, Inc.RAMP10,916 shares · 0.0% of their software$239KFlat
- N-ableNABL17,695 shares · 0.0% of their software$234KFlat
- Sabre CorporationSABR53,081 shares · 0.0% of their software$228KFlat
- FreshworksFRSH14,803 shares · 0.0% of their software$227KFlat
- FastlyFSLY12,645 shares · 0.0% of their software$225KFlat
- Clear Secure, Inc.YOU8,443 shares · 0.0% of their software$221KFlat
- Remitly Global, Inc.RELY12,686 shares · 0.0% of their software$215KNew · Flat
- PegasystemsPEGA4,343 shares · 0.0% of their software$211KNew · Flat
- AppLovinAPP12,805 shares · 0.0% of their software$202KFlat
- AppianAPPN4,508 shares · 0.0% of their software$200KNew · Flat
- PagSeguro Digital Ltd.PAGS22,838 shares · 0.0% of their software$196KNew · Flat
- BackblazeBLZE34,130 shares · 0.0% of their software$172KFlat
- Zeta GlobalZETA15,416 shares · 0.0% of their software$167KFlat
- Repay Holdings CorporationRPAY20,780 shares · 0.0% of their software$137KNew · Flat
- CourseraCOUR11,235 shares · 0.0% of their software$129KFlat
- CCC Intelligent Solutions Holdings Inc.CCC13,909 shares · 0.0% of their software$125KFlat
- Rimini Street, Inc.RMNI30,064 shares · 0.0% of their software$124KFlat
- YextYEXT11,081 shares · 0.0% of their software$106KFlat
- 8x8EGHT19,521 shares · 0.0% of their software$81K—
- eGain CorporationEGAN8,198 shares · 0.0% of their software$62KFlat
- DHI Group, Inc.DHX14,195 shares · 0.0% of their software$55KFlat
- Ribbon Communications Inc.RBBN15,447 shares · 0.0% of their software$53KFlat
- AvePointAVPT12,131 shares · 0.0% of their software$50KFlat
- SmartRent, Inc.SMRT17,112 shares · 0.0% of their software$44KFlat
- SoundHound AI, Inc.SOUN12,934 shares · 0.0% of their software$36KNew · Flat
- Blend Labs, Inc.BLND16,020 shares · 0.0% of their software$16KFlat