Generalist · San Antonio, TX
Victory Capital Management
Q1 2024 · compared with Q4 2023
Filed as Victory Capital Management INC
- Software
- $6.3B
- Weight of 13F
- 6.3%
- Names
- 161
- Net bought
- +$209M
Filed 3 May 2024 · SEC filing.
2,440 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
- MicrosoftMSFT5,939,213 shares · 39.4% of their software · price +$265M$2.5B−$25.7M
- AdobeADBE521,384 shares · 4.1% of their software · price −$48.0M$263M+$14.6M
- IntuitINTU315,713 shares · 3.2% of their software · price +$7.9M$205M−$4.9M
- SalesforceCRM635,796 shares · 3.0% of their software · price +$24.2M$191MFlat
- ServiceNowNOW213,592 shares · 2.6% of their software · price +$11.9M$163M−$13.9M
- CadenceCDNS522,656 shares · 2.6% of their software · price +$20.3M$163M−$3.0M
- Palo Alto NetworksPANW478,881 shares · 2.1% of their software · price −$5.1M$136M−$11.9M
- Automatic Data Processing, Inc.ADP527,997 shares · 2.1% of their software · price +$8.9M$132M+$26.3M
- SynopsysSNPS222,065 shares · 2.0% of their software · price +$12.6M$127M−$15.2M
- The Trade DeskTTD1,451,646 shares · 2.0% of their software · price +$22.4M$127MFlat
- Paychex, Inc.PAYX923,013 shares · 1.8% of their software · price +$3.4M$113M+$42.8M
- Uber Technologies, Inc.UBER1,273,615 shares · 1.5% of their software · price +$19.6M$98.1MFlat
- FortinetFTNT1,293,693 shares · 1.4% of their software · price +$12.7M$88.4M+$7.8M
- EVERTEC, Inc.EVTC2,108,736 shares · 1.3% of their software · price −$2.2M$84.1M+$33.3M
- WorkdayWDAY285,899 shares · 1.2% of their software · price −$946K$78.0M−$8.0M
- CoStarCSGP755,456 shares · 1.2% of their software · price +$7.0M$73.0M−$1.1M
- OracleORCL564,584 shares · 1.1% of their software · price +$11.4M$70.9M−$1.2M
- NetApp, Inc.NTAP642,687 shares · 1.1% of their software · price +$10.8M$67.5M+$9.2M
- SnowflakeSNOW396,294 shares · 1.0% of their software · price −$14.8M$64.0M+$11.1M
- SS&CSSNC978,620 shares · 1.0% of their software · price +$3.2M$63.0M+$47.8M
- CrowdStrikeCRWD195,392 shares · 1.0% of their software · price +$12.8M$62.6M−$1.6M
- VeriskVRSK259,823 shares · 1.0% of their software · price −$813K$61.2M−$9.8M
- NCR Atleos CorporationNATL2,931,224 shares · 0.9% of their software · price −$13.3M$57.9M+$10.1M
- AutodeskADSK211,119 shares · 0.9% of their software · price +$3.6M$55.0M+$1.9M
- VeevaVEEV230,027 shares · 0.8% of their software · price +$9.0M$53.3M+$5.4M
- Fiserv, Inc.FISV321,533 shares · 0.8% of their software · price +$8.7M$51.4M−$5.9M
- Roper Technologies, Inc.ROP91,432 shares · 0.8% of their software · price +$1.4M$51.3M+$1.6M
- Corpay, Inc.CPAY155,079 shares · 0.8% of their software · price +$4.0M$47.8MNew · +$43.8M
- Alight, Inc.ALIT4,802,589 shares · 0.7% of their software · price +$6.3M$47.3M+$40.6M
- Sprout SocialSPT741,315 shares · 0.7% of their software · price −$1.3M$44.3M+$2.0M
- Strategy IncMSTR24,872 shares · 0.7% of their software · price +$26.7M$42.4M+$14.3M
- Euronet Worldwide, Inc.EEFT343,753 shares · 0.6% of their software · price +$2.9M$37.8M−$2.5M
- VaronisVRNS766,634 shares · 0.6% of their software · price +$1.4M$36.2M+$1.4M
- Fair IsaacFICO28,213 shares · 0.6% of their software · price +$2.4M$35.3M−$5.6M
- Amdocs LimitedDOX384,492 shares · 0.5% of their software · price +$954K$34.7M+$29.5M
- DatadogDDOG231,750 shares · 0.5% of their software · price +$514K$28.6M+$1.4M
- AppFolioAPPF104,726 shares · 0.4% of their software · price +$7.7M$25.8M+$6.0M
- Q2QTWO489,411 shares · 0.4% of their software · price +$4.5M$25.7M+$1.6M
- FlywireFLYW1,026,453 shares · 0.4% of their software · price +$1.7M$25.5M−$5.9M
- AtlassianTEAM130,175 shares · 0.4% of their software · price −$5.6M$25.4M+$3.9M
- Shift4 Payments, Inc.FOUR383,494 shares · 0.4% of their software · price −$3.2M$25.3M−$7.2M
- AppLovinAPP336,676 shares · 0.4% of their software · price +$9.9M$23.3M+$3.0M
- ZscalerZS119,127 shares · 0.4% of their software · price −$3.4M$22.9MFlat
- HubSpotHUBS34,592 shares · 0.3% of their software · price +$1.6M$21.7MFlat
- MongoDBMDB59,031 shares · 0.3% of their software · price −$3.0M$21.2M+$1.3M
- AkamaiAKAM193,572 shares · 0.3% of their software · price −$1.9M$21.1M+$8.1M
- MagniteMGNI1,943,790 shares · 0.3% of their software · price +$2.7M$20.9MFlat
- VeriSign, Inc.VRSN103,443 shares · 0.3% of their software · price −$1.7M$19.6M+$651K
- GoDaddyGDDY163,334 shares · 0.3% of their software · price +$2.0M$19.4M+$9.1M
- DynatraceDT408,104 shares · 0.3% of their software · price −$3.4M$19.0M+$1.6M
- Payoneer Global Inc.PAYO3,771,898 shares · 0.3% of their software · price −$1.3M$18.3M−$9.6M
- FactSetFDS39,037 shares · 0.3% of their software · price −$885K$17.7M−$3.7M
- PTCPTC92,079 shares · 0.3% of their software · price +$1.3M$17.4M+$3.3M
- ZoomZM264,269 shares · 0.3% of their software · price −$1.7M$17.3M+$4.7M
- CommvaultCVLT169,243 shares · 0.3% of their software · price +$3.7M$17.2M+$1.6M
- BoxBOX588,236 shares · 0.3% of their software · price +$1.6M$16.7M−$1.1M
- TrimbleTRMB258,672 shares · 0.3% of their software · price +$2.9M$16.6M−$716K
- BrazeBRZE353,473 shares · 0.2% of their software · price −$3.1M$15.7M+$2.1M
- ePlus inc.PLUS193,688 shares · 0.2% of their software$15.2M+$508K
- F5, Inc.FFIV79,606 shares · 0.2% of their software · price +$845K$15.1M+$7.0M
- Tyler TechnologiesTYL35,501 shares · 0.2% of their software$15.1MFlat
- Remitly Global, Inc.RELY691,617 shares · 0.2% of their software · price +$913K$14.3M+$1.3M
- Five9FIVN230,445 shares · 0.2% of their software · price −$3.8M$14.3M−$7.5M
- GitLabGTLB243,835 shares · 0.2% of their software · price −$1.1M$14.2M−$670K
- DocuSignDOCU236,719 shares · 0.2% of their software$14.1M+$5.8M
- Block, Inc.XYZ163,468 shares · 0.2% of their software · price +$1.2M$13.8M+$1.6M
- DropboxDBX557,364 shares · 0.2% of their software · price −$2.9M$13.5M+$10.9M
- PalantirPLTR557,318 shares · 0.2% of their software · price +$3.3M$12.8M+$1.2M
- ACI WorldwideACIW315,982 shares · 0.2% of their software · price +$825K$10.5MFlat
- Manhattan AssociatesMANH41,263 shares · 0.2% of their software · price +$1.4M$10.3M+$779K
- Gen DigitalGEN456,654 shares · 0.2% of their software$10.2MFlat
- Check PointCHKP61,297 shares · 0.2% of their software · price +$688K$10.1M−$1.1M
- BroadridgeBR48,663 shares · 0.2% of their software$10.0MFlat
- CloudflareNET80,167 shares · 0.1% of their software · price +$1.1M$7.8MFlat
- NutanixNTNX116,759 shares · 0.1% of their software · price +$1.6M$7.2M+$4.0M
- ShopifySHOP82,429 shares · 0.1% of their software$6.4MNew · +$6.4M
- Bentley SystemsBSY110,401 shares · 0.1% of their software$5.8M−$1.3M
- PaycomPAYC28,218 shares · 0.1% of their software$5.6M+$1.3M
- PaylocityPCTY31,885 shares · 0.1% of their software$5.5M−$3.7M
- QualysQLYS30,207 shares · 0.1% of their software · price −$888K$5.0M+$2.0M
- OktaOKTA46,615 shares · 0.1% of their software · price +$657K$4.9MFlat
- MorningstarMORN14,216 shares · 0.1% of their software$4.4MFlat
- Definitive HealthcareDH499,693 shares · 0.1% of their software · price −$934K$4.0M+$2.2M
- Clear Secure, Inc.YOU176,305 shares · 0.1% of their software$3.8M+$3.4M
- TeradataTDC82,382 shares · 0.1% of their software$3.2M−$44.8M
- RingCentralRNG86,162 shares · 0.0% of their software$3.0M+$1.7M
- Donnelley Financial Solutions, Inc.DFIN46,665 shares · 0.0% of their software$2.9MFlat
- Immersion CorporationIMMR379,712 shares · 0.0% of their software$2.8MFlat
- Lyft, Inc.LYFT142,862 shares · 0.0% of their software · price +$623K$2.8M−$646K
- InterDigital, Inc.IDCC25,162 shares · 0.0% of their software$2.7MFlat
- UiPathPATH114,944 shares · 0.0% of their software$2.6M+$1.0M
- WEX Inc.WEX8,979 shares · 0.0% of their software$2.1MFlat
- PegasystemsPEGA32,882 shares · 0.0% of their software · price +$519K$2.1M+$1.3M
- SPS CommerceSPSC11,461 shares · 0.0% of their software$2.1MFlat
- SamsaraIOT55,727 shares · 0.0% of their software$2.1MFlat
- GuidewireGWRE17,284 shares · 0.0% of their software$2.0M+$692K
- NetScout Systems, Inc.NTCT90,545 shares · 0.0% of their software$2.0M+$568K
- WixWIX14,296 shares · 0.0% of their software$2.0MFlat
- UnityU67,071 shares · 0.0% of their software · price −$952K$1.8M−$824K
- ElasticESTC16,479 shares · 0.0% of their software$1.7M+$632K
- PAR Technology CorporationPAR35,553 shares · 0.0% of their software$1.6MFlat
- Adeia Inc.ADEA139,638 shares · 0.0% of their software$1.5MFlat
- LiveRamp Holdings, Inc.RAMP43,339 shares · 0.0% of their software$1.5M+$1.1M
- ProcorePCOR16,999 shares · 0.0% of their software$1.4M−$16.2M
- TwilioTWLO22,678 shares · 0.0% of their software$1.4MFlat
- PDF Solutions, Inc.PDFS39,134 shares · 0.0% of their software$1.3MFlat
- Agilysys, Inc.AGYS15,403 shares · 0.0% of their software$1.3MFlat
- Thryv Holdings, Inc.THRY58,097 shares · 0.0% of their software$1.3MFlat
- TenableTENB25,592 shares · 0.0% of their software$1.3MFlat
- Upbound Group, Inc.UPBD35,717 shares · 0.0% of their software$1.3MFlat
- DoubleVerifyDV34,729 shares · 0.0% of their software$1.2MFlat
- monday.comMNDY5,307 shares · 0.0% of their software$1.2M−$1.3M
- ToastTOST47,391 shares · 0.0% of their software$1.2M−$15.1M
- ProgressPRGS20,492 shares · 0.0% of their software$1.1MFlat
- Alarm.com Holdings, Inc.ALRM14,783 shares · 0.0% of their software$1.1MFlat
- A10 Networks, Inc.ATEN76,974 shares · 0.0% of their software$1.1M+$674K
- BlackLineBL16,251 shares · 0.0% of their software$1.0MFlat
- DuolingoDUOL4,743 shares · 0.0% of their software$1.0MFlat
- Ribbon Communications Inc.RBBN321,544 shares · 0.0% of their software$1.0MFlat
- i3 Verticals, Inc.IIIV43,750 shares · 0.0% of their software$1.0MFlat
- ZoomInfoZI60,636 shares · 0.0% of their software$972K—
- DoximityDOCS34,950 shares · 0.0% of their software$941KFlat
- BILLBILL13,205 shares · 0.0% of their software$907KFlat
- Rapid7RPD17,882 shares · 0.0% of their software$877K+$555K
- WorkivaWK10,170 shares · 0.0% of their software$862KFlat
- PubMaticPUBM36,176 shares · 0.0% of their software$858KFlat
- BlackbaudBLKB10,886 shares · 0.0% of their software$807KFlat
- Cerence Inc.CRNC47,370 shares · 0.0% of their software$746KFlat
- SentinelOneS30,108 shares · 0.0% of their software$702KFlat
- OneSpan Inc.OSPN57,000 shares · 0.0% of their software$663KFlat
- Calix, Inc.CALX19,608 shares · 0.0% of their software$650KFlat
- CertaraCERT33,289 shares · 0.0% of their software$595KFlat
- Intapp, Inc.INTA16,802 shares · 0.0% of their software$576KFlat
- N-ableNABL40,464 shares · 0.0% of their software$529KFlat
- Bandwidth Inc.BAND28,600 shares · 0.0% of their software$522KFlat
- SchrödingerSDGR19,183 shares · 0.0% of their software$518KFlat
- FreshworksFRSH22,622 shares · 0.0% of their software$412KFlat
- SprinklrCXM31,578 shares · 0.0% of their software$387KFlat
- C3.aiAI13,781 shares · 0.0% of their software$373KFlat
- CCC Intelligent Solutions Holdings Inc.CCC29,399 shares · 0.0% of their software$352KFlat
- DigitalOceanDOCN8,851 shares · 0.0% of their software$338KFlat
- nCinoNCNO8,476 shares · 0.0% of their software$317KFlat
- YextYEXT49,776 shares · 0.0% of their software$300KFlat
- BackblazeBLZE27,470 shares · 0.0% of their software$281KFlat
- PagerDutyPD11,387 shares · 0.0% of their software$258K−$5.3M
- Zeta GlobalZETA20,684 shares · 0.0% of their software$226KFlat
- Clearwater AnalyticsCWAN12,725 shares · 0.0% of their software$225K—
- CourseraCOUR15,462 shares · 0.0% of their software$217KFlat
- AppianAPPN5,403 shares · 0.0% of their software$216KFlat
- FastlyFSLY16,218 shares · 0.0% of their software$210KFlat
- SoundHound AI, Inc.SOUN33,494 shares · 0.0% of their software$197KFlat
- Sabre CorporationSABR73,888 shares · 0.0% of their software$179KFlat
- AsanaASAN10,278 shares · 0.0% of their software$159KFlat
- 8x8EGHT44,637 shares · 0.0% of their software$121K—
- Repay Holdings CorporationRPAY10,535 shares · 0.0% of their software$116KFlat
- AvePointAVPT12,828 shares · 0.0% of their software$102KFlat
- Simulations PlusSLP1,922 shares · 0.0% of their software$79KFlat
- Blend Labs, Inc.BLND20,509 shares · 0.0% of their software$67KFlat
- SmartRent, Inc.SMRT22,010 shares · 0.0% of their software$59KFlat
- Digital TurbineAPPS12,091 shares · 0.0% of their software$32KFlat
- Rekor Systems, Inc.REKR10,113 shares · 0.0% of their software$23KNew · Flat