Generalist · San Antonio, TX
Victory Capital Management
Q2 2024 · compared with Q1 2024
Filed as Victory Capital Management INC
- Software
- $6.9B
- Weight of 13F
- 7.0%
- Names
- 164
- Net bought
- +$497M
Filed 5 August 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
- MicrosoftMSFT5,887,150 shares · 38.4% of their software · price +$154M$2.6BFlat
- AkamaiAKAM3,057,060 shares · 4.0% of their software · price −$57.1M$275M+$311M
- AdobeADBE471,632 shares · 3.8% of their software · price +$24.0M$262M−$25.1M
- TrimbleTRMB3,847,921 shares · 3.1% of their software · price −$32.5M$215M+$231M
- IntuitINTU318,257 shares · 3.1% of their software · price +$2.3M$209MFlat
- ServiceNowNOW252,054 shares · 2.9% of their software · price +$6.1M$198M+$29.3M
- Palo Alto NetworksPANW518,163 shares · 2.6% of their software · price +$28.4M$176M+$11.2M
- The Trade DeskTTD1,629,478 shares · 2.3% of their software · price +$16.7M$159M+$15.5M
- CadenceCDNS476,859 shares · 2.1% of their software · price −$1.7M$147M−$14.3M
- Automatic Data Processing, Inc.ADP600,737 shares · 2.1% of their software · price −$6.6M$143M+$18.2M
- SalesforceCRM528,245 shares · 2.0% of their software · price −$23.3M$136M−$32.4M
- SynopsysSNPS213,204 shares · 1.9% of their software · price +$5.0M$127M−$5.1M
- Paychex, Inc.PAYX850,096 shares · 1.5% of their software · price −$3.6M$101M−$9.0M
- Uber Technologies, Inc.UBER1,265,853 shares · 1.3% of their software · price −$5.5M$92.0MFlat
- FortinetFTNT1,378,235 shares · 1.2% of their software · price −$11.1M$83.1M+$5.8M
- NCR Atleos CorporationNATL3,051,113 shares · 1.2% of their software · price +$22.2M$82.4M+$2.4M
- OracleORCL569,980 shares · 1.2% of their software · price +$8.9M$80.5MFlat
- CrowdStrikeCRWD209,859 shares · 1.2% of their software · price +$13.1M$80.4M+$4.6M
- SS&CSSNC1,269,116 shares · 1.2% of their software · price −$2.2M$79.5M+$18.7M
- EVERTEC, Inc.EVTC2,298,373 shares · 1.1% of their software · price −$15.3M$76.4M+$7.6M
- Fair IsaacFICO50,495 shares · 1.1% of their software · price +$12.1M$75.2M+$27.8M
- CoStarCSGP743,190 shares · 0.8% of their software · price −$16.7M$55.1M−$1.2M
- NetApp, Inc.NTAP404,923 shares · 0.8% of their software · price +$9.6M$52.2M−$25.0M
- Roper Technologies, Inc.ROP90,955 shares · 0.7% of their software$51.3MFlat
- AutodeskADSK202,708 shares · 0.7% of their software · price −$2.6M$50.2M−$2.2M
- Fiserv, Inc.FISV316,236 shares · 0.7% of their software · price −$3.4M$47.1M−$847K
- Alight, Inc.ALIT6,160,609 shares · 0.7% of their software · price −$15.2M$45.5M+$13.4M
- VeriskVRSK162,114 shares · 0.6% of their software · price +$5.5M$43.7M−$23.0M
- Corpay, Inc.CPAY153,359 shares · 0.6% of their software · price −$6.5M$40.9M−$531K
- Euronet Worldwide, Inc.EEFT391,897 shares · 0.6% of their software · price −$2.5M$40.6M+$5.3M
- SnowflakeSNOW280,629 shares · 0.6% of their software · price −$7.4M$37.9M−$18.7M
- WorkdayWDAY166,099 shares · 0.5% of their software · price −$8.2M$37.1M−$32.7M
- VaronisVRNS773,353 shares · 0.5% of their software · price +$619K$37.1MFlat
- Amdocs LimitedDOX469,039 shares · 0.5% of their software · price −$5.4M$37.0M+$7.6M
- VeevaVEEV200,280 shares · 0.5% of their software · price −$9.7M$36.7M−$6.9M
- Shift4 Payments, Inc.FOUR418,124 shares · 0.4% of their software · price +$3.0M$30.7M+$2.3M
- DatadogDDOG235,293 shares · 0.4% of their software · price +$1.4M$30.5MFlat
- ZscalerZS130,139 shares · 0.4% of their software$25.0M+$2.1M
- AppFolioAPPF100,340 shares · 0.4% of their software$24.5M−$1.1M
- Payoneer Global Inc.PAYO4,417,785 shares · 0.4% of their software · price +$3.0M$24.5M+$3.1M
- ZoomZM406,212 shares · 0.4% of their software · price −$2.5M$24.0M+$9.3M
- AtlassianTEAM131,837 shares · 0.3% of their software · price −$2.4M$23.3MFlat
- Sprout SocialSPT628,366 shares · 0.3% of their software · price −$15.1M$22.4M−$6.7M
- GoDaddyGDDY156,472 shares · 0.3% of their software · price +$3.3M$21.9M−$814K
- CommvaultCVLT178,029 shares · 0.3% of their software · price +$3.6M$21.6M+$891K
- AppLovinAPP257,706 shares · 0.3% of their software · price +$3.6M$21.4M−$5.5M
- FlywireFLYW1,177,579 shares · 0.3% of their software · price −$9.9M$19.3M+$3.7M
- Q2QTWO311,082 shares · 0.3% of their software · price +$2.4M$18.8M−$9.4M
- VeriSign, Inc.VRSN98,807 shares · 0.3% of their software · price −$1.2M$17.6M−$879K
- BoxBOX660,836 shares · 0.3% of their software · price −$1.2M$17.5M+$2.1M
- MagniteMGNI1,303,104 shares · 0.3% of their software · price +$3.3M$17.3M−$6.9M
- Gen DigitalGEN681,616 shares · 0.2% of their software · price +$1.8M$17.0M+$5.0M
- PalantirPLTR660,076 shares · 0.2% of their software · price +$1.5M$16.7M+$2.4M
- Clear Secure, Inc.YOU885,325 shares · 0.2% of their software · price −$2.3M$16.6M+$15.1M
- DropboxDBX729,281 shares · 0.2% of their software · price −$1.3M$16.4M+$4.2M
- Tyler TechnologiesTYL31,868 shares · 0.2% of their software · price +$2.5M$16.0M−$1.5M
- F5, Inc.FFIV91,042 shares · 0.2% of their software · price −$1.6M$15.7M+$2.2M
- BrazeBRZE391,977 shares · 0.2% of their software · price −$2.1M$15.2M+$1.7M
- FactSetFDS36,640 shares · 0.2% of their software · price −$1.7M$15.0M−$1.1M
- MongoDBMDB58,721 shares · 0.2% of their software · price −$6.4M$14.7MFlat
- PTCPTC80,668 shares · 0.2% of their software · price −$586K$14.7M−$2.2M
- DynatraceDT320,191 shares · 0.2% of their software · price −$544K$14.3M−$4.1M
- HubSpotHUBS24,204 shares · 0.2% of their software · price −$890K$14.3M−$6.5M
- ePlus inc.PLUS192,208 shares · 0.2% of their software · price −$934K$14.2MFlat
- Manhattan AssociatesMANH53,856 shares · 0.2% of their software$13.3M+$3.2M
- ACI WorldwideACIW302,570 shares · 0.2% of their software · price +$1.9M$12.0MFlat
- Block, Inc.XYZ176,478 shares · 0.2% of their software · price −$3.5M$11.4M+$1.1M
- GitLabGTLB225,678 shares · 0.2% of their software · price −$1.9M$11.2M−$1.1M
- NutanixNTNX196,621 shares · 0.2% of their software · price −$958K$11.2M+$4.9M
- NICENICE62,336 shares · 0.2% of their software · price −$5.5M$10.7MNew · +$16.2M
- JFrogFROG278,183 shares · 0.2% of their software · price −$1.9M$10.4MNew · +$12.3M
- Check PointCHKP59,463 shares · 0.1% of their software$9.8MFlat
- ShopifySHOP147,285 shares · 0.1% of their software · price −$1.6M$9.7M+$5.0M
- BroadridgeBR47,865 shares · 0.1% of their software$9.4MFlat
- Strategy IncMSTR5,814 shares · 0.1% of their software · price −$1.9M$8.0M−$32.5M
- Five9FIVN174,848 shares · 0.1% of their software · price −$3.1M$7.7M−$3.5M
- DocuSignDOCU131,625 shares · 0.1% of their software · price −$796K$7.0M−$6.3M
- CloudflareNET80,343 shares · 0.1% of their software · price −$1.1M$6.7MFlat
- QualysQLYS38,070 shares · 0.1% of their software · price −$924K$5.4M+$1.3M
- PagSeguro Digital Ltd.PAGS430,662 shares · 0.1% of their software · price −$1.1M$5.0MNew · +$6.1M
- Bentley SystemsBSY91,936 shares · 0.1% of their software$4.5M−$964K
- TeradataTDC131,204 shares · 0.1% of their software · price −$539K$4.5M+$1.9M
- OktaOKTA46,964 shares · 0.1% of their software · price −$517K$4.4MFlat
- MorningstarMORN14,054 shares · 0.1% of their software$4.2MFlat
- ProcorePCOR60,465 shares · 0.1% of their software · price −$959K$4.0M+$3.6M
- PaylocityPCTY30,073 shares · 0.1% of their software · price −$1.2M$4.0MFlat
- ProgressPRGS68,867 shares · 0.1% of their software$3.7M+$2.6M
- PegasystemsPEGA59,841 shares · 0.1% of their software$3.6M+$1.7M
- Immersion CorporationIMMR374,417 shares · 0.1% of their software · price +$723K$3.5MFlat
- RingCentralRNG116,300 shares · 0.0% of their software · price −$761K$3.3M+$1.0M
- InterDigital, Inc.IDCC27,757 shares · 0.0% of their software$3.2MFlat
- Definitive HealthcareDH509,009 shares · 0.0% of their software · price −$1.3M$2.8MFlat
- GuidewireGWRE19,410 shares · 0.0% of their software$2.7MFlat
- SPS CommerceSPSC12,309 shares · 0.0% of their software$2.3MFlat
- ElasticESTC20,330 shares · 0.0% of their software$2.3MFlat
- WixWIX14,360 shares · 0.0% of their software$2.3MFlat
- SamsaraIOT60,238 shares · 0.0% of their software$2.0MFlat
- Agilysys, Inc.AGYS19,180 shares · 0.0% of their software$2.0MFlat
- A10 Networks, Inc.ATEN143,499 shares · 0.0% of their software$2.0M+$911K
- PaycomPAYC13,855 shares · 0.0% of their software · price −$775K$2.0M−$2.9M
- Donnelley Financial Solutions, Inc.DFIN29,987 shares · 0.0% of their software$1.8M−$1.0M
- Lyft, Inc.LYFT117,967 shares · 0.0% of their software · price −$619K$1.7MFlat
- DuolingoDUOL7,598 shares · 0.0% of their software$1.6M+$630K
- TwilioTWLO27,431 shares · 0.0% of their software$1.6MFlat
- WEX Inc.WEX8,783 shares · 0.0% of their software · price −$530K$1.6MFlat
- Adeia Inc.ADEA138,806 shares · 0.0% of their software$1.6MFlat
- NetScout Systems, Inc.NTCT81,088 shares · 0.0% of their software$1.5MFlat
- monday.comMNDY5,677 shares · 0.0% of their software$1.4MFlat
- ToastTOST49,002 shares · 0.0% of their software$1.3MFlat
- Upbound Group, Inc.UPBD38,895 shares · 0.0% of their software$1.2MFlat
- ZoomInfoZI89,253 shares · 0.0% of their software$1.1M—
- PDF Solutions, Inc.PDFS31,185 shares · 0.0% of their software$1.1MFlat
- LiveRamp Holdings, Inc.RAMP36,202 shares · 0.0% of their software$1.1MFlat
- BlackbaudBLKB14,337 shares · 0.0% of their software$1.1MFlat
- Ribbon Communications Inc.RBBN316,426 shares · 0.0% of their software$1.0MFlat
- i3 Verticals, Inc.IIIV45,700 shares · 0.0% of their software$1.0MFlat
- DoximityDOCS34,911 shares · 0.0% of their software$976KFlat
- Alarm.com Holdings, Inc.ALRM14,807 shares · 0.0% of their software$941KFlat
- Rapid7RPD17,789 shares · 0.0% of their software$769KFlat
- BlackLineBL15,857 shares · 0.0% of their software$768KFlat
- FreshworksFRSH59,952 shares · 0.0% of their software$761K+$680K
- Thryv Holdings, Inc.THRY42,527 shares · 0.0% of their software$758KFlat
- OneSpan Inc.OSPN58,400 shares · 0.0% of their software$749KFlat
- N-ableNABL48,497 shares · 0.0% of their software$739KFlat
- PubMaticPUBM36,185 shares · 0.0% of their software$735KFlat
- Calix, Inc.CALX20,262 shares · 0.0% of their software$718KFlat
- UiPathPATH56,530 shares · 0.0% of their software · price −$565K$717K−$1.3M
- SentinelOneS33,944 shares · 0.0% of their software$715KFlat
- BILLBILL13,116 shares · 0.0% of their software$690KFlat
- TenableTENB15,090 shares · 0.0% of their software$658K−$519K
- DigitalOceanDOCN17,332 shares · 0.0% of their software$602KFlat
- UnityU36,701 shares · 0.0% of their software$597K−$811K
- DoubleVerifyDV28,801 shares · 0.0% of their software$561KFlat
- CCC Intelligent Solutions Holdings Inc.CCC50,094 shares · 0.0% of their software$557KFlat
- SprinklrCXM52,590 shares · 0.0% of their software$506KFlat
- WorkivaWK6,251 shares · 0.0% of their software$456KFlat
- C3.aiAI13,621 shares · 0.0% of their software$394KFlat
- SchrödingerSDGR19,036 shares · 0.0% of their software$368KFlat
- Zeta GlobalZETA20,811 shares · 0.0% of their software$367KFlat
- Grab Holdings LimitedGRAB92,183 shares · 0.0% of their software$327KNew · Flat
- nCinoNCNO10,248 shares · 0.0% of their software$322KFlat
- Intapp, Inc.INTA8,531 shares · 0.0% of their software$313KFlat
- CertaraCERT22,347 shares · 0.0% of their software$310KFlat
- Clearwater AnalyticsCWAN15,459 shares · 0.0% of their software$286K—
- CourseraCOUR38,756 shares · 0.0% of their software$277KFlat
- YextYEXT49,968 shares · 0.0% of their software$267KFlat
- PagerDutyPD11,587 shares · 0.0% of their software$266KFlat
- VertexVERX6,784 shares · 0.0% of their software$245KNew · Flat
- Remitly Global, Inc.RELY18,076 shares · 0.0% of their software$219K−$14.0M
- Sabre CorporationSABR77,158 shares · 0.0% of their software$206KFlat
- PAR Technology CorporationPAR4,305 shares · 0.0% of their software$203K−$1.4M
- Core Scientific, Inc.CORZ18,819 shares · 0.0% of their software$175KNew · Flat
- BackblazeBLZE27,330 shares · 0.0% of their software$168KFlat
- AsanaASAN10,465 shares · 0.0% of their software$146KFlat
- SoundHound AI, Inc.SOUN36,511 shares · 0.0% of their software$144KFlat
- AvePointAVPT12,738 shares · 0.0% of their software$133KFlat
- FastlyFSLY16,198 shares · 0.0% of their software$119KFlat
- Repay Holdings CorporationRPAY10,325 shares · 0.0% of their software$109KFlat
- Simulations PlusSLP2,117 shares · 0.0% of their software$103KFlat
- 8x8EGHT32,018 shares · 0.0% of their software$71K—
- SmartRent, Inc.SMRT22,510 shares · 0.0% of their software$54KFlat
- Blend Labs, Inc.BLND22,071 shares · 0.0% of their software$52KFlat
- Digital TurbineAPPS11,886 shares · 0.0% of their software$20KFlat
- Rekor Systems, Inc.REKR10,323 shares · 0.0% of their software$16KFlat