Generalist · San Antonio, TX
Victory Capital Management
Q3 2023 · compared with Q2 2023
Filed as Victory Capital Management INC
- Software
- $4.7B
- Weight of 13F
- 5.5%
- Names
- 160
- Net bought
- −$78.6M
Filed 6 November 2023 · SEC filing.
2,487 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
- MicrosoftMSFT6,063,939 shares · 40.5% of their software · price −$150M$1.9B−$128M
- AdobeADBE463,782 shares · 5.0% of their software · price +$9.7M$236M+$25.1M
- IntuitINTU288,602 shares · 3.1% of their software · price +$15.2M$147M+$26.2M
- ServiceNowNOW242,148 shares · 2.9% of their software · price −$729K$135M+$4.9M
- SalesforceCRM647,897 shares · 2.8% of their software · price −$5.5M$131M−$12.3M
- CadenceCDNS526,486 shares · 2.6% of their software$123M+$6.0M
- SynopsysSNPS240,012 shares · 2.3% of their software · price +$5.7M$110M+$5.9M
- Palo Alto NetworksPANW435,908 shares · 2.2% of their software · price −$9.2M$102M−$44.6M
- Automatic Data Processing, Inc.ADP369,641 shares · 1.9% of their software · price +$7.7M$88.9M+$9.1M
- FortinetFTNT1,397,974 shares · 1.7% of their software · price −$23.6M$82.0M+$4.7M
- CoStarCSGP1,050,864 shares · 1.7% of their software · price −$12.7M$80.8M−$4.0M
- OracleORCL754,009 shares · 1.7% of their software · price −$9.9M$79.9M+$1.5M
- WorkdayWDAY337,638 shares · 1.5% of their software · price −$3.7M$72.5M+$11.3M
- Uber Technologies, Inc.UBER1,574,820 shares · 1.5% of their software · price +$4.4M$72.4M+$2.0M
- The Trade DeskTTD806,364 shares · 1.3% of their software · price +$750K$63.0M+$11.2M
- VeriskVRSK253,522 shares · 1.3% of their software · price +$2.6M$59.9M−$2.3M
- Paychex, Inc.PAYX469,923 shares · 1.1% of their software · price +$1.6M$54.2M−$9.6M
- SnowflakeSNOW335,916 shares · 1.1% of their software · price −$7.8M$51.3M+$1.9M
- TeradataTDC1,117,281 shares · 1.1% of their software · price −$9.4M$50.3M+$17.1M
- Fiserv, Inc.FISV421,263 shares · 1.0% of their software · price −$5.6M$47.6MFlat
- NetApp, Inc.NTAP590,966 shares · 0.9% of their software$44.8M−$17.2M
- AutodeskADSK198,841 shares · 0.9% of their software$41.1M+$4.7M
- VeevaVEEV189,271 shares · 0.8% of their software · price +$1.1M$38.5M−$835K
- CrowdStrikeCRWD218,694 shares · 0.8% of their software · price +$4.5M$36.6M+$4.4M
- FlywireFLYW1,120,608 shares · 0.8% of their software · price +$953K$35.7M+$7.5M
- Fair IsaacFICO38,173 shares · 0.7% of their software · price +$2.3M$33.2MFlat
- Sprout SocialSPT652,262 shares · 0.7% of their software · price +$2.4M$32.5M−$4.1M
- Payoneer Global Inc.PAYO5,298,574 shares · 0.7% of their software · price +$6.9M$32.4M−$2.6M
- FactSetFDS72,171 shares · 0.7% of their software · price +$2.6M$31.6M+$841K
- Shift4 Payments, Inc.FOUR556,328 shares · 0.7% of their software · price −$7.0M$30.8M−$6.1M
- Euronet Worldwide, Inc.EEFT360,654 shares · 0.6% of their software · price −$13.7M$28.6M−$15.7M
- ProgressPRGS516,094 shares · 0.6% of their software · price −$2.8M$27.1MFlat
- AtlassianTEAM126,643 shares · 0.5% of their software · price +$4.3M$25.5M+$2.5M
- ToastTOST1,313,890 shares · 0.5% of their software · price −$5.0M$24.6M−$3.3M
- Roper Technologies, Inc.ROP50,083 shares · 0.5% of their software$24.3M+$5.0M
- VaronisVRNS768,745 shares · 0.5% of their software · price +$3.0M$23.5M−$517K
- VeriSign, Inc.VRSN111,241 shares · 0.5% of their software · price −$2.6M$22.5M+$1.2M
- DatadogDDOG238,815 shares · 0.5% of their software · price −$1.7M$21.8M+$4.1M
- BrazeBRZE411,140 shares · 0.4% of their software · price +$1.2M$19.2MFlat
- DynatraceDT410,810 shares · 0.4% of their software · price −$1.9M$19.2M+$2.2M
- HubSpotHUBS38,337 shares · 0.4% of their software · price −$1.5M$18.9M−$1.0M
- ZscalerZS116,250 shares · 0.4% of their software · price +$1.1M$18.1M+$5.2M
- Five9FIVN264,376 shares · 0.4% of their software · price −$4.8M$17.0M+$15.4M
- ZoomZM233,945 shares · 0.3% of their software$16.4M+$3.2M
- Tyler TechnologiesTYL41,158 shares · 0.3% of their software · price −$1.2M$15.9M+$2.6M
- MagniteMGNI2,046,734 shares · 0.3% of their software · price −$12.5M$15.4MFlat
- BoxBOX632,803 shares · 0.3% of their software · price −$3.3M$15.3M−$5.5M
- ProcorePCOR232,826 shares · 0.3% of their software$15.2M−$3.3M
- MongoDBMDB38,776 shares · 0.3% of their software · price −$2.5M$13.4MFlat
- ePlus inc.PLUS201,447 shares · 0.3% of their software · price +$1.5M$12.8M−$906K
- AkamaiAKAM115,434 shares · 0.3% of their software · price +$1.9M$12.3M+$3.6M
- PaylocityPCTY63,576 shares · 0.2% of their software$11.6M+$1.1M
- PalantirPLTR684,953 shares · 0.2% of their software$11.0MFlat
- PTCPTC73,452 shares · 0.2% of their software$10.4M+$1.3M
- AppLovinAPP248,221 shares · 0.2% of their software · price +$3.5M$9.9M+$4.7M
- EVERTEC, Inc.EVTC266,488 shares · 0.2% of their software$9.9MFlat
- CommvaultCVLT146,183 shares · 0.2% of their software · price −$732K$9.9MFlat
- PaycomPAYC35,929 shares · 0.2% of their software · price −$2.2M$9.3M+$604K
- Block, Inc.XYZ204,723 shares · 0.2% of their software · price −$4.6M$9.1MFlat
- BroadridgeBR49,782 shares · 0.2% of their software · price +$668K$8.9M+$581K
- TrimbleTRMB160,614 shares · 0.2% of their software$8.7M+$2.8M
- SS&CSSNC164,355 shares · 0.2% of their software · price −$1.3M$8.6M+$937K
- Check PointCHKP63,377 shares · 0.2% of their software$8.4MFlat
- PagerDutyPD360,082 shares · 0.2% of their software$8.1MFlat
- Bentley SystemsBSY159,748 shares · 0.2% of their software · price −$650K$8.0M+$3.6M
- ACI WorldwideACIW348,764 shares · 0.2% of their software$7.9M+$7.4M
- CloudflareNET110,129 shares · 0.1% of their software$6.9MFlat
- GoDaddyGDDY76,517 shares · 0.1% of their software$5.7M+$2.5M
- Gen DigitalGEN304,543 shares · 0.1% of their software$5.4M−$1.8M
- Manhattan AssociatesMANH25,974 shares · 0.1% of their software$5.1M+$1.0M
- Amdocs LimitedDOX57,436 shares · 0.1% of their software · price −$825K$4.9M+$640K
- OktaOKTA57,813 shares · 0.1% of their software · price +$703K$4.7MFlat
- MorningstarMORN16,238 shares · 0.1% of their software · price +$620K$3.8M+$843K
- UnityU116,206 shares · 0.1% of their software · price −$1.4M$3.6M+$3.9M
- DropboxDBX117,139 shares · 0.1% of their software$3.2M+$2.0M
- Upbound Group, Inc.UPBD108,061 shares · 0.1% of their software$3.2M−$6.1M
- QualysQLYS20,399 shares · 0.1% of their software$3.1MFlat
- F5, Inc.FFIV17,742 shares · 0.1% of their software$2.9M+$2.3M
- NetScout Systems, Inc.NTCT99,890 shares · 0.1% of their software$2.8MFlat
- SPS CommerceSPSC15,430 shares · 0.1% of their software$2.6MFlat
- Immersion CorporationIMMR398,050 shares · 0.1% of their software$2.6MFlat
- SamsaraIOT97,178 shares · 0.1% of their software$2.4M+$709K
- Donnelley Financial Solutions, Inc.DFIN40,819 shares · 0.0% of their software$2.3MFlat
- Calix, Inc.CALX47,119 shares · 0.0% of their software$2.2M−$1.6M
- Definitive HealthcareDH269,433 shares · 0.0% of their software · price −$811K$2.2M+$1.2M
- TwilioTWLO36,009 shares · 0.0% of their software$2.1MFlat
- ZoomInfoZI127,311 shares · 0.0% of their software$2.1M—
- monday.comMNDY12,610 shares · 0.0% of their software$2.0MFlat
- PAR Technology CorporationPAR51,203 shares · 0.0% of their software$2.0MFlat
- Lyft, Inc.LYFT179,945 shares · 0.0% of their software$1.9MFlat
- SAPSAP13,075 shares · 0.0% of their software$1.7MFlat
- InterDigital, Inc.IDCC20,339 shares · 0.0% of their software$1.6M−$11.6M
- A10 Networks, Inc.ATEN102,433 shares · 0.0% of their software$1.5MFlat
- Q2QTWO47,275 shares · 0.0% of their software$1.5MFlat
- WEX Inc.WEX7,742 shares · 0.0% of their software$1.5MFlat
- Grab Holdings LimitedGRAB406,001 shares · 0.0% of their software$1.4M+$1.3M
- DoubleVerifyDV50,506 shares · 0.0% of their software · price −$554K$1.4M+$1.0M
- Adeia Inc.ADEA130,510 shares · 0.0% of their software$1.4MFlat
- Thryv Holdings, Inc.THRY72,297 shares · 0.0% of their software$1.4MFlat
- GitLabGTLB29,354 shares · 0.0% of their software$1.3MFlat
- BILLBILL11,130 shares · 0.0% of their software$1.2MFlat
- AmplitudeAMPL102,670 shares · 0.0% of their software$1.2MFlat
- PDF Solutions, Inc.PDFS36,544 shares · 0.0% of their software$1.2MFlat
- WixWIX12,640 shares · 0.0% of their software$1.2MFlat
- AppFolioAPPF5,541 shares · 0.0% of their software$1.0M+$607K
- RingCentralRNG33,375 shares · 0.0% of their software$989KFlat
- Cerence Inc.CRNC47,370 shares · 0.0% of their software$965KFlat
- Alarm.com Holdings, Inc.ALRM15,282 shares · 0.0% of their software$934KFlat
- DocuSignDOCU22,017 shares · 0.0% of their software$925K−$2.8M
- NutanixNTNX25,650 shares · 0.0% of their software$895KFlat
- i3 Verticals, Inc.IIIV41,975 shares · 0.0% of their software$887KFlat
- GuidewireGWRE8,861 shares · 0.0% of their software$797KFlat
- UiPathPATH45,240 shares · 0.0% of their software$774KFlat
- ElasticESTC8,761 shares · 0.0% of their software$712KFlat
- DuolingoDUOL3,732 shares · 0.0% of their software$619KFlat
- Ribbon Communications Inc.RBBN228,154 shares · 0.0% of their software$611K+$594K
- DoximityDOCS27,083 shares · 0.0% of their software$575KFlat
- PubMaticPUBM46,950 shares · 0.0% of their software$568KFlat
- StoneCo Ltd.STNE52,707 shares · 0.0% of their software$562KFlat
- TenableTENB12,454 shares · 0.0% of their software$558KFlat
- CertaraCERT38,275 shares · 0.0% of their software$557KFlat
- BlackbaudBLKB7,905 shares · 0.0% of their software$556KFlat
- Agilysys, Inc.AGYS8,251 shares · 0.0% of their software$546KFlat
- WorkivaWK5,201 shares · 0.0% of their software$527KFlat
- OneSpan Inc.OSPN47,700 shares · 0.0% of their software$513KNew · +$708K
- Strategy IncMSTR1,559 shares · 0.0% of their software$512KFlat
- BlackLineBL8,155 shares · 0.0% of their software$452KFlat
- SentinelOneS25,016 shares · 0.0% of their software$422KFlat
- SchrödingerSDGR12,784 shares · 0.0% of their software$361KFlat
- Remitly Global, Inc.RELY13,938 shares · 0.0% of their software$352KFlat
- LiveRamp Holdings, Inc.RAMP12,086 shares · 0.0% of their software$349KFlat
- Bandwidth Inc.BAND28,790 shares · 0.0% of their software$324KFlat
- FreshworksFRSH16,215 shares · 0.0% of their software$323KFlat
- N-ableNABL23,506 shares · 0.0% of their software$303KNew · Flat
- Rapid7RPD6,499 shares · 0.0% of their software$298KFlat
- Sabre CorporationSABR65,874 shares · 0.0% of their software$296KFlat
- C3.aiAI10,817 shares · 0.0% of their software$276KFlat
- Alight, Inc.ALIT38,791 shares · 0.0% of their software$275KFlat
- FastlyFSLY12,920 shares · 0.0% of their software$248KFlat
- CCC Intelligent Solutions Holdings Inc.CCC17,364 shares · 0.0% of their software$232KFlat
- CourseraCOUR12,008 shares · 0.0% of their software$224KFlat
- JFrogFROG8,439 shares · 0.0% of their software$214KNew · Flat
- nCinoNCNO6,701 shares · 0.0% of their software$213KNew · Flat
- AppianAPPN4,482 shares · 0.0% of their software$204KFlat
- PagSeguro Digital Ltd.PAGS22,399 shares · 0.0% of their software$193KFlat
- Repay Holdings CorporationRPAY21,190 shares · 0.0% of their software$161KFlat
- BackblazeBLZE27,660 shares · 0.0% of their software$152KFlat
- SprinklrCXM10,563 shares · 0.0% of their software$146KNew · Flat
- Zeta GlobalZETA16,039 shares · 0.0% of their software$134KFlat
- Digital TurbineAPPS15,527 shares · 0.0% of their software$94KFlat
- AvePointAVPT12,632 shares · 0.0% of their software$85KFlat
- Rimini Street, Inc.RMNI32,579 shares · 0.0% of their software$72KFlat
- YextYEXT11,040 shares · 0.0% of their software$70KFlat
- Simulations PlusSLP1,358 shares · 0.0% of their software$57KNew · Flat
- eGain CorporationEGAN8,198 shares · 0.0% of their software$50KFlat
- SmartRent, Inc.SMRT17,164 shares · 0.0% of their software$45KFlat
- SoundHound AI, Inc.SOUN21,658 shares · 0.0% of their software$44KFlat
- DHI Group, Inc.DHX14,195 shares · 0.0% of their software$43KFlat
- 8x8EGHT12,654 shares · 0.0% of their software$32K—
- Blend Labs, Inc.BLND19,179 shares · 0.0% of their software$26KFlat