Generalist · San Antonio, TX
Victory Capital Management
Q4 2023 · compared with Q3 2023
Filed as Victory Capital Management INC
- Software
- $5.7B
- Weight of 13F
- 6.1%
- Names
- 163
- Net bought
- +$153M
Filed 5 February 2024 · SEC filing.
2,506 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
- MicrosoftMSFT6,007,577 shares · 39.7% of their software · price +$362M$2.3BFlat
- AdobeADBE496,916 shares · 5.2% of their software · price +$43.1M$296M+$16.9M
- IntuitINTU323,557 shares · 3.6% of their software · price +$36.9M$202M+$17.9M
- SalesforceCRM636,183 shares · 2.9% of their software · price +$38.4M$167M−$2.4M
- ServiceNowNOW233,221 shares · 2.9% of their software · price +$34.4M$165M−$5.0M
- Palo Alto NetworksPANW519,291 shares · 2.7% of their software · price +$31.4M$153M+$19.5M
- CadenceCDNS533,525 shares · 2.6% of their software · price +$20.3M$145M+$1.6M
- SynopsysSNPS251,490 shares · 2.3% of their software · price +$14.1M$129M+$5.3M
- The Trade DeskTTD1,465,701 shares · 1.9% of their software · price −$9.1M$105M+$51.5M
- Automatic Data Processing, Inc.ADP414,944 shares · 1.7% of their software · price −$3.2M$96.7M+$10.9M
- WorkdayWDAY314,902 shares · 1.5% of their software · price +$19.3M$86.9M−$4.9M
- Uber Technologies, Inc.UBER1,267,531 shares · 1.4% of their software · price +$19.7M$78.0M−$14.1M
- VeriskVRSK300,857 shares · 1.3% of their software · price +$788K$71.9M+$11.2M
- FortinetFTNT1,161,262 shares · 1.2% of their software$68.0M−$13.9M
- SnowflakeSNOW340,566 shares · 1.2% of their software · price +$15.7M$67.8M+$710K
- Paychex, Inc.PAYX563,472 shares · 1.2% of their software · price +$2.1M$67.1M+$10.8M
- CoStarCSGP767,602 shares · 1.2% of their software · price +$8.1M$67.1M−$21.8M
- NCR Atleos CorporationNATL2,516,720 shares · 1.1% of their software$61.1MNew · +$61.1M
- OracleORCL576,288 shares · 1.1% of their software$60.8M−$18.8M
- EVERTEC, Inc.EVTC1,296,315 shares · 0.9% of their software · price +$4.9M$53.1M+$38.3M
- CrowdStrikeCRWD201,806 shares · 0.9% of their software · price +$17.7M$51.5M−$2.8M
- AutodeskADSK203,397 shares · 0.9% of their software · price +$7.4M$49.5M+$943K
- Fiserv, Inc.FISV365,737 shares · 0.9% of their software · price +$7.3M$48.6M−$6.3M
- TeradataTDC1,112,333 shares · 0.9% of their software · price −$1.7M$48.4MFlat
- Roper Technologies, Inc.ROP88,570 shares · 0.8% of their software · price +$5.4M$48.3M+$18.6M
- NetApp, Inc.NTAP538,729 shares · 0.8% of their software · price +$6.6M$47.5M−$4.0M
- Sprout SocialSPT709,169 shares · 0.8% of their software · price +$8.2M$43.6M+$2.8M
- VeevaVEEV201,806 shares · 0.7% of their software · price −$2.2M$38.9M+$2.6M
- Fair IsaacFICO33,019 shares · 0.7% of their software · price +$9.8M$38.4M−$4.5M
- Euronet Worldwide, Inc.EEFT368,334 shares · 0.7% of their software · price +$8.1M$37.4M+$610K
- Shift4 Payments, Inc.FOUR480,305 shares · 0.6% of their software · price +$9.1M$35.7M−$4.2M
- VaronisVRNS734,763 shares · 0.6% of their software · price +$10.8M$33.3M−$1.0M
- FlywireFLYW1,283,035 shares · 0.5% of their software · price −$11.2M$29.7M+$5.2M
- Payoneer Global Inc.PAYO5,618,682 shares · 0.5% of their software · price −$5.1M$29.3M+$2.0M
- AtlassianTEAM113,802 shares · 0.5% of their software · price +$4.1M$27.1M−$2.6M
- DatadogDDOG219,940 shares · 0.5% of their software · price +$6.7M$26.7M−$1.7M
- ZscalerZS119,369 shares · 0.5% of their software · price +$7.9M$26.4MFlat
- Five9FIVN325,959 shares · 0.5% of their software · price +$4.7M$25.6M+$4.0M
- MongoDBMDB55,818 shares · 0.4% of their software · price +$3.5M$22.8M+$5.9M
- FactSetFDS46,781 shares · 0.4% of their software · price +$1.9M$22.3M−$11.1M
- DynatraceDT379,185 shares · 0.4% of their software · price +$3.0M$20.7M−$1.5M
- VeriSign, Inc.VRSN100,282 shares · 0.4% of their software$20.7M−$2.2M
- HubSpotHUBS34,077 shares · 0.3% of their software · price +$3.0M$19.8M−$2.1M
- Q2QTWO451,647 shares · 0.3% of their software · price +$5.0M$19.6M+$13.0M
- MagniteMGNI1,979,308 shares · 0.3% of their software · price +$3.6M$18.5M−$508K
- ProcorePCOR250,711 shares · 0.3% of their software · price +$978K$17.4M+$1.2M
- BrazeBRZE314,348 shares · 0.3% of their software · price +$2.0M$16.7M−$4.5M
- BoxBOX631,151 shares · 0.3% of their software · price +$884K$16.2MFlat
- GitLabGTLB254,483 shares · 0.3% of their software · price +$4.5M$16.0M+$10.2M
- ToastTOST874,976 shares · 0.3% of their software$16.0M−$8.2M
- Tyler TechnologiesTYL35,961 shares · 0.3% of their software · price +$1.2M$15.0M−$2.0M
- ePlus inc.PLUS187,322 shares · 0.3% of their software · price +$3.1M$15.0M−$897K
- AkamaiAKAM124,782 shares · 0.3% of their software · price +$1.5M$14.8M+$996K
- TrimbleTRMB272,125 shares · 0.3% of their software$14.5M+$6.0M
- ZoomZM199,069 shares · 0.3% of their software$14.3M−$2.4M
- PTCPTC73,477 shares · 0.2% of their software · price +$2.4M$12.9MFlat
- AppFolioAPPF70,042 shares · 0.2% of their software · price −$658K$12.1M+$11.8M
- Remitly Global, Inc.RELY624,567 shares · 0.2% of their software · price −$3.6M$12.1M+$15.4M
- SS&CSSNC197,214 shares · 0.2% of their software · price +$1.7M$12.1M+$1.7M
- CommvaultCVLT148,610 shares · 0.2% of their software · price +$1.8M$11.9MFlat
- Block, Inc.XYZ143,211 shares · 0.2% of their software · price +$4.7M$11.1M−$2.7M
- Gen DigitalGEN458,761 shares · 0.2% of their software · price +$2.4M$10.5M+$2.7M
- Check PointCHKP68,242 shares · 0.2% of their software · price +$1.3M$10.4M+$648K
- AppLovinAPP261,024 shares · 0.2% of their software$10.4M+$512K
- BroadridgeBR48,104 shares · 0.2% of their software · price +$1.3M$9.9MFlat
- ACI WorldwideACIW316,171 shares · 0.2% of their software · price +$2.5M$9.7M−$735K
- PaylocityPCTY54,493 shares · 0.2% of their software · price −$918K$9.0M−$1.7M
- PalantirPLTR487,160 shares · 0.1% of their software · price +$570K$8.4M−$3.2M
- DocuSignDOCU139,255 shares · 0.1% of their software · price +$2.4M$8.3M+$4.9M
- GoDaddyGDDY77,216 shares · 0.1% of their software · price +$2.4M$8.2MFlat
- Manhattan AssociatesMANH37,643 shares · 0.1% of their software · price +$665K$8.1M+$2.3M
- F5, Inc.FFIV40,603 shares · 0.1% of their software · price +$724K$7.3M+$3.7M
- Bentley SystemsBSY135,292 shares · 0.1% of their software$7.1M−$1.2M
- CloudflareNET77,817 shares · 0.1% of their software · price +$1.6M$6.5M−$2.0M
- PagerDutyPD241,571 shares · 0.1% of their software$5.6M−$2.7M
- DropboxDBX187,167 shares · 0.1% of their software$5.5M+$1.9M
- PaycomPAYC21,936 shares · 0.1% of their software · price −$1.2M$4.5M−$3.6M
- MorningstarMORN15,586 shares · 0.1% of their software · price +$810K$4.5MFlat
- Amdocs LimitedDOX49,299 shares · 0.1% of their software$4.3M−$687K
- QualysQLYS19,964 shares · 0.1% of their software · price +$873K$3.9MFlat
- OktaOKTA41,098 shares · 0.1% of their software$3.7M−$1.4M
- UnityU87,212 shares · 0.1% of their software · price +$829K$3.6M−$910K
- Donnelley Financial Solutions, Inc.DFIN53,869 shares · 0.1% of their software$3.4M+$734K
- Lyft, Inc.LYFT185,963 shares · 0.0% of their software · price +$828K$2.8MFlat
- Definitive HealthcareDH275,883 shares · 0.0% of their software · price +$538K$2.7MFlat
- InterDigital, Inc.IDCC24,896 shares · 0.0% of their software · price +$705K$2.7MFlat
- Immersion CorporationIMMR380,609 shares · 0.0% of their software$2.7MFlat
- SPS CommerceSPSC13,263 shares · 0.0% of their software$2.6MFlat
- monday.comMNDY12,320 shares · 0.0% of their software$2.3MFlat
- ZoomInfoZI116,874 shares · 0.0% of their software$2.2M—
- SamsaraIOT56,584 shares · 0.0% of their software$1.9M−$1.0M
- Adeia Inc.ADEA151,132 shares · 0.0% of their software$1.9MFlat
- UiPathPATH74,351 shares · 0.0% of their software · price +$575K$1.8MFlat
- WEX Inc.WEX9,242 shares · 0.0% of their software$1.8MFlat
- Agilysys, Inc.AGYS20,707 shares · 0.0% of their software$1.8M+$824K
- TwilioTWLO23,110 shares · 0.0% of their software$1.8M−$755K
- WixWIX14,102 shares · 0.0% of their software$1.7MFlat
- PAR Technology CorporationPAR37,913 shares · 0.0% of their software$1.7M−$512K
- NutanixNTNX33,370 shares · 0.0% of their software$1.6MFlat
- Thryv Holdings, Inc.THRY74,099 shares · 0.0% of their software$1.5MFlat
- Upbound Group, Inc.UPBD43,752 shares · 0.0% of their software$1.5M−$1.9M
- NetScout Systems, Inc.NTCT64,686 shares · 0.0% of their software$1.4M−$986K
- Grab Holdings LimitedGRAB418,172 shares · 0.0% of their software$1.4MFlat
- Strategy IncMSTR2,180 shares · 0.0% of their software · price +$661K$1.4MFlat
- PDF Solutions, Inc.PDFS40,106 shares · 0.0% of their software$1.3MFlat
- DoubleVerifyDV34,964 shares · 0.0% of their software$1.3MFlat
- ElasticESTC10,875 shares · 0.0% of their software$1.2MFlat
- RingCentralRNG35,635 shares · 0.0% of their software$1.2MFlat
- GuidewireGWRE10,939 shares · 0.0% of their software$1.2MFlat
- BILLBILL13,734 shares · 0.0% of their software$1.1MFlat
- DuolingoDUOL4,653 shares · 0.0% of their software$1.1MFlat
- ProgressPRGS18,436 shares · 0.0% of their software$1.0M−$26.2M
- Cerence Inc.CRNC47,370 shares · 0.0% of their software$931KFlat
- DoximityDOCS32,863 shares · 0.0% of their software$921KFlat
- Alarm.com Holdings, Inc.ALRM14,214 shares · 0.0% of their software$919KFlat
- i3 Verticals, Inc.IIIV43,000 shares · 0.0% of their software$910KFlat
- SentinelOneS31,447 shares · 0.0% of their software$863KFlat
- Ribbon Communications Inc.RBBN295,103 shares · 0.0% of their software$856KFlat
- Calix, Inc.CALX18,127 shares · 0.0% of their software$792K−$1.3M
- BlackbaudBLKB8,978 shares · 0.0% of their software$778KFlat
- CertaraCERT41,474 shares · 0.0% of their software$730KFlat
- TenableTENB15,598 shares · 0.0% of their software$718KFlat
- BlackLineBL10,973 shares · 0.0% of their software$685KFlat
- WorkivaWK6,458 shares · 0.0% of their software$656KFlat
- AmplitudeAMPL50,050 shares · 0.0% of their software$637K−$609K
- PubMaticPUBM38,276 shares · 0.0% of their software$624KFlat
- SchrödingerSDGR17,186 shares · 0.0% of their software$615KFlat
- OneSpan Inc.OSPN50,700 shares · 0.0% of their software$544KFlat
- LiveRamp Holdings, Inc.RAMP13,760 shares · 0.0% of their software$521KFlat
- FreshworksFRSH21,308 shares · 0.0% of their software$501KFlat
- Rapid7RPD8,169 shares · 0.0% of their software$466KFlat
- N-ableNABL32,218 shares · 0.0% of their software$427KFlat
- Bandwidth Inc.BAND28,790 shares · 0.0% of their software$417KFlat
- Alight, Inc.ALIT48,247 shares · 0.0% of their software$412KFlat
- C3.aiAI13,637 shares · 0.0% of their software$392KFlat
- A10 Networks, Inc.ATEN25,818 shares · 0.0% of their software$340K−$1.2M
- Sabre CorporationSABR74,981 shares · 0.0% of their software$330KFlat
- CCC Intelligent Solutions Holdings Inc.CCC26,624 shares · 0.0% of their software$303KFlat
- CourseraCOUR15,064 shares · 0.0% of their software$292KFlat
- Clearwater AnalyticsCWAN14,374 shares · 0.0% of their software$288KNew
- FastlyFSLY16,128 shares · 0.0% of their software$287KFlat
- nCinoNCNO8,209 shares · 0.0% of their software$276KFlat
- PegasystemsPEGA5,283 shares · 0.0% of their software$258KNew · Flat
- Intapp, Inc.INTA6,767 shares · 0.0% of their software$257KNew · Flat
- Clear Secure, Inc.YOU12,345 shares · 0.0% of their software$255KNew · Flat
- DigitalOceanDOCN6,533 shares · 0.0% of their software$240KNew · Flat
- BackblazeBLZE27,660 shares · 0.0% of their software$210KFlat
- AppianAPPN5,509 shares · 0.0% of their software$207KFlat
- AsanaASAN10,345 shares · 0.0% of their software$197KNew · Flat
- Zeta GlobalZETA20,167 shares · 0.0% of their software$178KFlat
- SprinklrCXM13,885 shares · 0.0% of their software$167KFlat
- ReposiTrak, Inc.TRAK14,844 shares · 0.0% of their software$149KNew · Flat
- Digital TurbineAPPS19,530 shares · 0.0% of their software$134KFlat
- PowerFleet, Inc.AIOT32,876 shares · 0.0% of their software$112KNew · Flat
- AvePointAVPT13,091 shares · 0.0% of their software$107KFlat
- Repay Holdings CorporationRPAY10,732 shares · 0.0% of their software$92KFlat
- comScore, Inc.SCOR5,080 shares · 0.0% of their software$85KNew · Flat
- YextYEXT13,587 shares · 0.0% of their software$80KFlat
- SmartRent, Inc.SMRT22,428 shares · 0.0% of their software$72KFlat
- Simulations PlusSLP1,518 shares · 0.0% of their software$68KFlat
- 8x8EGHT17,324 shares · 0.0% of their software$65K—
- Blend Labs, Inc.BLND23,812 shares · 0.0% of their software$61KFlat
- SoundHound AI, Inc.SOUN27,339 shares · 0.0% of their software$58KFlat