Generalist · San Antonio, TX
Victory Capital Management
Q2 2023 · compared with Q1 2023
Filed as Victory Capital Management INC
- Software
- $5.0B
- Weight of 13F
- 5.6%
- Names
- 157
- Net bought
- −$76.2M
Filed 27 July 2023 · SEC filing.
2,483 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
- MicrosoftMSFT6,438,386 shares · 43.5% of their software · price +$336M$2.2BFlat
- AdobeADBE412,516 shares · 4.0% of their software · price +$42.7M$202MFlat
- Palo Alto NetworksPANW610,521 shares · 3.1% of their software · price +$34.0M$156M+$9.2M
- SalesforceCRM705,963 shares · 3.0% of their software · price +$8.1M$149M−$8.4M
- ServiceNowNOW233,380 shares · 2.6% of their software · price +$22.7M$131M−$28.5M
- CadenceCDNS500,911 shares · 2.3% of their software · price +$12.2M$117M−$3.3M
- IntuitINTU231,353 shares · 2.1% of their software · price +$2.9M$106M−$13.3M
- FortinetFTNT1,335,401 shares · 2.0% of their software · price +$12.2M$101M+$9.6M
- SynopsysSNPS226,554 shares · 2.0% of their software · price +$11.1M$98.6M−$8.1M
- CoStarCSGP1,095,970 shares · 1.9% of their software · price +$22.1M$97.5MFlat
- OracleORCL741,366 shares · 1.8% of their software · price +$19.4M$88.3M−$12.7M
- Automatic Data Processing, Inc.ADP328,046 shares · 1.4% of their software · price −$932K$72.1M−$11.9M
- Uber Technologies, Inc.UBER1,528,893 shares · 1.3% of their software · price +$17.5M$66.0MFlat
- WorkdayWDAY287,700 shares · 1.3% of their software · price +$5.6M$65.0M−$809K
- NetApp, Inc.NTAP816,573 shares · 1.2% of their software · price +$10.2M$62.4M−$10.1M
- Paychex, Inc.PAYX556,151 shares · 1.2% of their software · price −$1.5M$62.2M−$18.9M
- VeriskVRSK263,570 shares · 1.2% of their software · price +$9.0M$59.6M−$18.6M
- Euronet Worldwide, Inc.EEFT494,107 shares · 1.2% of their software · price +$2.7M$58.0M+$8.6M
- SnowflakeSNOW325,324 shares · 1.1% of their software · price +$7.1M$57.3M+$5.6M
- Fiserv, Inc.FISV417,434 shares · 1.0% of their software · price +$5.5M$52.7M−$11.5M
- The Trade DeskTTD660,713 shares · 1.0% of their software · price +$10.8M$51.0M+$3.7M
- Shift4 Payments, Inc.FOUR646,050 shares · 0.9% of their software · price −$5.1M$43.9M+$25.2M
- TeradataTDC797,426 shares · 0.8% of their software · price +$10.5M$42.6M+$31.2M
- VeevaVEEV193,492 shares · 0.8% of their software · price +$2.7M$38.3M−$2.7M
- AutodeskADSK175,908 shares · 0.7% of their software · price −$624K$36.0MFlat
- Sprout SocialSPT740,339 shares · 0.7% of their software · price −$10.9M$34.2M−$4.8M
- ToastTOST1,460,475 shares · 0.7% of their software · price +$7.0M$33.0M+$3.2M
- Fair IsaacFICO37,591 shares · 0.6% of their software · price +$4.0M$30.4M−$6.6M
- ProgressPRGS518,131 shares · 0.6% of their software$30.1M−$7.7M
- DigitalOceanDOCN701,472 shares · 0.6% of their software · price +$680K$28.2M−$1.8M
- Payoneer Global Inc.PAYO5,845,764 shares · 0.6% of their software · price −$8.6M$28.1M+$4.0M
- FactSetFDS70,072 shares · 0.6% of their software · price −$1.0M$28.1M−$5.6M
- MagniteMGNI2,030,810 shares · 0.6% of their software · price +$8.9M$27.7M+$2.9M
- CrowdStrikeCRWD188,453 shares · 0.5% of their software · price +$1.8M$27.7MFlat
- FlywireFLYW880,397 shares · 0.5% of their software · price +$1.5M$27.3M+$2.4M
- BoxBOX819,315 shares · 0.5% of their software · price +$2.1M$24.1M+$1.5M
- VeriSign, Inc.VRSN105,907 shares · 0.5% of their software · price +$1.6M$23.9M−$2.4M
- HubSpotHUBS40,260 shares · 0.4% of their software · price +$4.2M$21.4M−$1.1M
- VaronisVRNS788,140 shares · 0.4% of their software · price +$504K$21.0M−$1.8M
- DatadogDDOG197,091 shares · 0.4% of their software · price +$5.1M$19.4MFlat
- Roper Technologies, Inc.ROP39,621 shares · 0.4% of their software · price +$1.6M$19.0M−$2.2M
- DynatraceDT368,097 shares · 0.4% of their software · price +$3.4M$18.9M−$3.5M
- AtlassianTEAM111,466 shares · 0.4% of their software$18.7M+$746K
- ProcorePCOR283,429 shares · 0.4% of their software · price +$692K$18.4M+$5.6M
- BrazeBRZE401,156 shares · 0.3% of their software · price +$3.7M$17.6M+$5.7M
- MongoDBMDB39,231 shares · 0.3% of their software · price +$7.0M$16.1M+$1.4M
- Tyler TechnologiesTYL34,846 shares · 0.3% of their software · price +$2.2M$14.5M+$4.6M
- Block, Inc.XYZ203,667 shares · 0.3% of their software$13.6MFlat
- InterDigital, Inc.IDCC140,168 shares · 0.3% of their software · price +$3.3M$13.5MFlat
- ZoomZM187,485 shares · 0.3% of their software · price −$1.1M$12.7MFlat
- ePlus inc.PLUS217,545 shares · 0.2% of their software · price +$1.6M$12.2M−$870K
- ZscalerZS80,921 shares · 0.2% of their software · price +$2.4M$11.8MFlat
- PaycomPAYC34,050 shares · 0.2% of their software · price +$587K$10.9M−$1.6M
- CommvaultCVLT147,906 shares · 0.2% of their software · price +$2.3M$10.7M+$7.6M
- PaylocityPCTY57,885 shares · 0.2% of their software · price −$825K$10.7M−$2.8M
- PalantirPLTR659,166 shares · 0.2% of their software · price +$4.5M$10.1MFlat
- EVERTEC, Inc.EVTC260,261 shares · 0.2% of their software · price +$802K$9.6MFlat
- Upbound Group, Inc.UPBD304,887 shares · 0.2% of their software · price +$2.0M$9.5M−$722K
- PTCPTC64,071 shares · 0.2% of their software · price +$901K$9.1M−$1.3M
- SS&CSSNC148,891 shares · 0.2% of their software · price +$615K$9.0M−$1.7M
- PagerDutyPD369,839 shares · 0.2% of their software · price −$4.6M$8.3M+$12.6M
- Check PointCHKP63,287 shares · 0.2% of their software$8.0M−$665K
- BroadridgeBR46,273 shares · 0.2% of their software · price +$882K$7.7M−$1.5M
- Gen DigitalGEN400,507 shares · 0.1% of their software · price +$557K$7.4MFlat
- CloudflareNET106,797 shares · 0.1% of their software$7.0MFlat
- AkamaiAKAM75,456 shares · 0.1% of their software · price +$873K$6.8M+$1.5M
- Five9FIVN77,108 shares · 0.1% of their software · price +$783K$6.4M+$1.3M
- TrimbleTRMB107,149 shares · 0.1% of their software$5.7M−$2.5M
- Bentley SystemsBSY93,968 shares · 0.1% of their software · price +$1.1M$5.1MFlat
- Amdocs LimitedDOX50,957 shares · 0.1% of their software$5.0MFlat
- Manhattan AssociatesMANH20,790 shares · 0.1% of their software · price +$936K$4.2MFlat
- OktaOKTA58,299 shares · 0.1% of their software · price −$985K$4.0M+$1.4M
- Calix, Inc.CALX79,447 shares · 0.1% of their software$4.0M+$815K
- DocuSignDOCU76,203 shares · 0.1% of their software · price −$549K$3.9MFlat
- ZoomInfoZI143,259 shares · 0.1% of their software$3.6M—
- GoDaddyGDDY43,175 shares · 0.1% of their software$3.2M−$2.4M
- SPS CommerceSPSC16,491 shares · 0.1% of their software · price +$656K$3.2MFlat
- Immersion CorporationIMMR401,911 shares · 0.1% of their software · price −$748K$2.8M−$1.5M
- NetScout Systems, Inc.NTCT90,248 shares · 0.1% of their software$2.8MFlat
- QualysQLYS18,517 shares · 0.0% of their software$2.4MFlat
- MorningstarMORN11,939 shares · 0.0% of their software$2.3M−$1.2M
- TwilioTWLO36,443 shares · 0.0% of their software$2.3MFlat
- monday.comMNDY12,820 shares · 0.0% of their software$2.2MFlat
- SamsaraIOT71,581 shares · 0.0% of their software · price +$572K$2.0M−$13.9M
- SAPSAP13,075 shares · 0.0% of their software$1.8MFlat
- Thryv Holdings, Inc.THRY72,461 shares · 0.0% of their software$1.8MFlat
- Definitive HealthcareDH159,970 shares · 0.0% of their software$1.8MNew · +$1.7M
- Donnelley Financial Solutions, Inc.DFIN38,311 shares · 0.0% of their software$1.7MFlat
- Lyft, Inc.LYFT180,969 shares · 0.0% of their software$1.7MFlat
- Q2QTWO56,050 shares · 0.0% of their software$1.7MFlat
- PAR Technology CorporationPAR52,085 shares · 0.0% of their software$1.7M−$893K
- AppLovinAPP63,734 shares · 0.0% of their software · price +$636K$1.6M+$802K
- PDF Solutions, Inc.PDFS36,069 shares · 0.0% of their software$1.6MFlat
- GitLabGTLB28,879 shares · 0.0% of their software$1.5M−$9.2M
- Adeia Inc.ADEA130,289 shares · 0.0% of their software$1.4MFlat
- WEX Inc.WEX7,556 shares · 0.0% of their software$1.4MFlat
- BILLBILL11,184 shares · 0.0% of their software$1.3MFlat
- Cerence Inc.CRNC44,202 shares · 0.0% of their software$1.3MFlat
- A10 Networks, Inc.ATEN87,622 shares · 0.0% of their software$1.3MFlat
- AmplitudeAMPL104,340 shares · 0.0% of their software$1.1MFlat
- DropboxDBX42,832 shares · 0.0% of their software$1.1MFlat
- UnityU25,851 shares · 0.0% of their software$1.1MFlat
- RingCentralRNG33,855 shares · 0.0% of their software$1.1MFlat
- i3 Verticals, Inc.IIIV44,525 shares · 0.0% of their software$1.0MFlat
- WixWIX12,850 shares · 0.0% of their software$1.0MFlat
- Agilysys, Inc.AGYS14,449 shares · 0.0% of their software$992KFlat
- DoubleVerifyDV23,577 shares · 0.0% of their software$918KFlat
- PubMaticPUBM48,150 shares · 0.0% of their software$880KNew · +$665K
- CertaraCERT43,766 shares · 0.0% of their software$797K+$657K
- Consensus Cloud Solutions, Inc.CCSI24,508 shares · 0.0% of their software$760KFlat
- NutanixNTNX24,943 shares · 0.0% of their software$700KFlat
- ACI WorldwideACIW29,556 shares · 0.0% of their software$685KFlat
- Alarm.com Holdings, Inc.ALRM13,121 shares · 0.0% of their software$678KFlat
- GuidewireGWRE8,876 shares · 0.0% of their software$675KFlat
- UiPathPATH40,686 shares · 0.0% of their software$674KFlat
- StoneCo Ltd.STNE52,707 shares · 0.0% of their software$671K−$673K
- DoximityDOCS18,508 shares · 0.0% of their software$630KFlat
- ElasticESTC8,271 shares · 0.0% of their software$530KFlat
- BlackbaudBLKB7,292 shares · 0.0% of their software$519KFlat
- WorkivaWK5,065 shares · 0.0% of their software$515KFlat
- TenableTENB11,821 shares · 0.0% of their software$515KFlat
- DuolingoDUOL3,500 shares · 0.0% of their software$500KFlat
- SchrödingerSDGR9,147 shares · 0.0% of their software$457KNew · Flat
- Strategy IncMSTR1,193 shares · 0.0% of their software$409KFlat
- Bandwidth Inc.BAND29,260 shares · 0.0% of their software$400KFlat
- Alight, Inc.ALIT37,566 shares · 0.0% of their software$347KFlat
- AppFolioAPPF2,014 shares · 0.0% of their software$347KFlat
- C3.aiAI9,469 shares · 0.0% of their software$345KFlat
- SentinelOneS21,886 shares · 0.0% of their software$330KFlat
- LiveRamp Holdings, Inc.RAMP10,757 shares · 0.0% of their software$307KFlat
- F5, Inc.FFIV2,092 shares · 0.0% of their software$306K−$778K
- BlackLineBL5,368 shares · 0.0% of their software$289KFlat
- Rapid7RPD6,377 shares · 0.0% of their software$289KFlat
- FreshworksFRSH14,465 shares · 0.0% of their software$254KFlat
- Remitly Global, Inc.RELY12,397 shares · 0.0% of their software$233KFlat
- PagSeguro Digital Ltd.PAGS22,316 shares · 0.0% of their software$211KFlat
- Digital TurbineAPPS22,671 shares · 0.0% of their software$210KFlat
- AppianAPPN4,406 shares · 0.0% of their software$210KFlat
- PegasystemsPEGA4,244 shares · 0.0% of their software$209KFlat
- FastlyFSLY12,358 shares · 0.0% of their software$195KFlat
- Repay Holdings CorporationRPAY23,258 shares · 0.0% of their software$182KFlat
- Sabre CorporationSABR52,308 shares · 0.0% of their software$167KFlat
- Rimini Street, Inc.RMNI32,579 shares · 0.0% of their software$156KFlat
- CCC Intelligent Solutions Holdings Inc.CCC13,594 shares · 0.0% of their software$152KFlat
- CourseraCOUR10,979 shares · 0.0% of their software$143KFlat
- Grab Holdings LimitedGRAB38,250 shares · 0.0% of their software$131K−$1.2M
- Zeta GlobalZETA15,064 shares · 0.0% of their software$129KFlat
- YextYEXT10,829 shares · 0.0% of their software$122KFlat
- BackblazeBLZE28,110 shares · 0.0% of their software$122KFlat
- 8x8EGHT19,248 shares · 0.0% of their software$81K—
- AvePointAVPT11,856 shares · 0.0% of their software$68KFlat
- SoundHound AI, Inc.SOUN14,941 shares · 0.0% of their software$68KFlat
- SmartRent, Inc.SMRT16,722 shares · 0.0% of their software$64KFlat
- eGain CorporationEGAN8,198 shares · 0.0% of their software$61KFlat
- DHI Group, Inc.DHX14,195 shares · 0.0% of their software$54KFlat
- Ribbon Communications Inc.RBBN15,095 shares · 0.0% of their software$42KFlat
- Blend Labs, Inc.BLND15,657 shares · 0.0% of their software$15KFlat