Generalist · San Antonio, TX
Victory Capital Management
Q3 2024 · compared with Q2 2024
Filed as Victory Capital Management INC
- Software
- $6.9B
- Weight of 13F
- 6.8%
- Names
- 165
- Net bought
- −$10.4M
Filed 5 November 2024 · SEC filing.
2,448 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
- MicrosoftMSFT5,735,972 shares · 35.6% of their software · price −$95.5M$2.5B−$67.6M
- AkamaiAKAM3,416,627 shares · 5.0% of their software · price +$37.1M$345M+$32.4M
- TrimbleTRMB5,442,653 shares · 4.9% of their software · price +$33.6M$338M+$89.2M
- AdobeADBE465,283 shares · 3.5% of their software · price −$17.6M$241M−$3.5M
- ServiceNowNOW218,685 shares · 2.8% of their software · price +$23.6M$196M−$26.3M
- IntuitINTU295,050 shares · 2.6% of their software · price −$10.7M$183M−$15.3M
- Palo Alto NetworksPANW472,297 shares · 2.3% of their software · price +$1.3M$161M−$15.5M
- The Trade DeskTTD1,284,066 shares · 2.0% of their software · price +$15.4M$141M−$33.7M
- OracleORCL823,546 shares · 2.0% of their software · price +$24.0M$140M+$35.8M
- SalesforceCRM505,175 shares · 2.0% of their software · price +$8.4M$138M−$5.9M
- SynopsysSNPS225,834 shares · 1.6% of their software · price −$20.0M$114M+$7.5M
- Automatic Data Processing, Inc.ADP404,447 shares · 1.6% of their software · price +$15.4M$112M−$46.9M
- CadenceCDNS408,655 shares · 1.6% of their software · price −$15.0M$111M−$21.0M
- FortinetFTNT1,359,197 shares · 1.5% of their software · price +$23.5M$105M−$1.1M
- Uber Technologies, Inc.UBER1,320,577 shares · 1.4% of their software · price +$3.3M$99.3M+$4.0M
- AutodeskADSK340,457 shares · 1.4% of their software · price +$9.5M$93.8M+$34.1M
- SS&CSSNC1,168,294 shares · 1.2% of their software · price +$13.5M$86.7M−$6.3M
- Paychex, Inc.PAYX610,847 shares · 1.2% of their software · price +$9.5M$82.0M−$28.4M
- Fair IsaacFICO39,141 shares · 1.1% of their software · price +$17.8M$76.1M−$16.9M
- NetApp, Inc.NTAP605,004 shares · 1.1% of their software · price −$3.2M$74.7M+$25.8M
- EVERTEC, Inc.EVTC2,146,829 shares · 1.0% of their software · price +$1.4M$72.8M−$5.0M
- CrowdStrikeCRWD255,194 shares · 1.0% of their software · price −$26.2M$71.6M+$17.4M
- NCR Atleos CorporationNATL2,476,577 shares · 1.0% of their software · price +$3.7M$70.7M−$15.5M
- Fiserv, Inc.FISV293,547 shares · 0.8% of their software · price +$9.0M$52.7M−$3.4M
- CoStarCSGP656,936 shares · 0.7% of their software · price +$854K$49.6M−$6.4M
- Roper Technologies, Inc.ROP89,030 shares · 0.7% of their software · price −$643K$49.5M−$1.1M
- AppLovinAPP374,892 shares · 0.7% of their software · price +$17.7M$48.9M+$9.8M
- Corpay, Inc.CPAY154,698 shares · 0.7% of their software · price +$7.2M$48.4MFlat
- SnowflakeSNOW420,088 shares · 0.7% of their software · price −$8.5M$48.3M+$18.8M
- Alight, Inc.ALIT5,996,658 shares · 0.6% of their software$44.4M−$1.2M
- ZoomZM619,484 shares · 0.6% of their software · price +$6.5M$43.2M+$12.6M
- VeriskVRSK159,935 shares · 0.6% of their software$42.9M−$587K
- Amdocs LimitedDOX478,137 shares · 0.6% of their software · price +$4.1M$41.8M+$718K
- VaronisVRNS702,739 shares · 0.6% of their software · price +$6.0M$39.7M−$3.4M
- WorkdayWDAY160,237 shares · 0.6% of their software · price +$3.3M$39.2M−$1.3M
- Euronet Worldwide, Inc.EEFT349,271 shares · 0.5% of their software · price −$1.5M$34.7M−$4.4M
- GoDaddyGDDY209,158 shares · 0.5% of their software · price +$3.6M$32.8M+$7.4M
- F5, Inc.FFIV142,066 shares · 0.5% of their software · price +$6.8M$31.3M+$8.8M
- Payoneer Global Inc.PAYO4,138,120 shares · 0.4% of their software · price +$8.2M$31.2M−$1.5M
- DatadogDDOG256,051 shares · 0.4% of their software · price −$3.7M$29.5M+$2.7M
- Shift4 Payments, Inc.FOUR289,209 shares · 0.4% of their software · price +$4.4M$25.6M−$9.5M
- DocuSignDOCU409,877 shares · 0.4% of their software · price +$3.5M$25.4M+$14.9M
- PalantirPLTR682,748 shares · 0.4% of their software · price +$8.1M$25.4M+$574K
- Gen DigitalGEN909,064 shares · 0.4% of their software · price +$2.2M$24.9M+$5.7M
- Q2QTWO306,434 shares · 0.4% of their software · price +$6.0M$24.4MFlat
- AppFolioAPPF94,023 shares · 0.3% of their software · price −$862K$22.1M−$1.5M
- ZscalerZS120,512 shares · 0.3% of their software · price −$2.6M$20.6M−$1.9M
- BoxBOX607,866 shares · 0.3% of their software · price +$3.8M$19.9M−$1.4M
- VeriSign, Inc.VRSN104,110 shares · 0.3% of their software · price +$1.3M$19.8M+$943K
- PaylocityPCTY119,560 shares · 0.3% of their software · price +$4.0M$19.7M+$11.8M
- DynatraceDT353,229 shares · 0.3% of their software · price +$3.1M$18.9M+$1.5M
- AtlassianTEAM118,226 shares · 0.3% of their software · price −$2.1M$18.8M−$2.4M
- DropboxDBX735,053 shares · 0.3% of their software · price +$2.2M$18.7MFlat
- MagniteMGNI1,340,705 shares · 0.3% of their software · price +$751K$18.6MFlat
- CommvaultCVLT119,875 shares · 0.3% of their software · price +$3.9M$18.4M−$7.1M
- GitLabGTLB352,256 shares · 0.3% of their software · price +$641K$18.2M+$6.3M
- Tyler TechnologiesTYL29,693 shares · 0.2% of their software · price +$2.4M$17.3M−$1.1M
- ePlus inc.PLUS172,436 shares · 0.2% of their software · price +$4.3M$17.0M−$1.5M
- MongoDBMDB57,127 shares · 0.2% of their software · price +$1.2M$15.4MFlat
- Clear Secure, Inc.YOU447,644 shares · 0.2% of their software · price +$6.5M$14.8MSplit
- PTCPTC81,656 shares · 0.2% of their software$14.8MFlat
- VeevaVEEV69,890 shares · 0.2% of their software · price +$1.9M$14.7M−$23.9M
- ACI WorldwideACIW283,802 shares · 0.2% of their software · price +$3.2M$14.4M−$743K
- FactSetFDS30,753 shares · 0.2% of their software · price +$1.6M$14.1M−$2.4M
- BrazeBRZE411,544 shares · 0.2% of their software · price −$2.7M$13.3M+$760K
- Block, Inc.XYZ196,987 shares · 0.2% of their software · price +$520K$13.2M+$1.3M
- HubSpotHUBS24,620 shares · 0.2% of their software · price −$1.4M$13.1MFlat
- BroadridgeBR50,736 shares · 0.2% of their software · price +$915K$10.9M+$566K
- NICENICE59,484 shares · 0.1% of their software$10.3MFlat
- Manhattan AssociatesMANH34,878 shares · 0.1% of their software · price +$1.2M$9.8M−$4.7M
- Strategy IncMSTR57,830 shares · 0.1% of their software · price −$69.9M$9.8M+$71.7M
- NutanixNTNX155,552 shares · 0.1% of their software$9.2M−$2.3M
- Check PointCHKP47,188 shares · 0.1% of their software · price +$1.3M$9.1M−$2.0M
- Sprout SocialSPT295,893 shares · 0.1% of their software · price −$2.0M$8.6M−$11.9M
- FlywireFLYW464,012 shares · 0.1% of their software$7.6M−$11.7M
- ProgressPRGS111,640 shares · 0.1% of their software · price +$1.5M$7.5M+$2.3M
- CloudflareNET80,136 shares · 0.1% of their software$6.5MFlat
- MorningstarMORN15,843 shares · 0.1% of their software$5.1M+$529K
- Bentley SystemsBSY95,099 shares · 0.1% of their software$4.8MFlat
- PegasystemsPEGA60,383 shares · 0.1% of their software · price +$758K$4.4MFlat
- RingCentralRNG133,515 shares · 0.1% of their software$4.2MFlat
- QualysQLYS32,625 shares · 0.1% of their software$4.2M−$776K
- TeradataTDC133,783 shares · 0.1% of their software · price −$565K$4.1MFlat
- ProcorePCOR62,897 shares · 0.1% of their software$3.9MFlat
- Alarm.com Holdings, Inc.ALRM69,545 shares · 0.1% of their software · price −$617K$3.8M+$3.5M
- Immersion CorporationIMMR405,480 shares · 0.1% of their software$3.6MFlat
- PagSeguro Digital Ltd.PAGS410,627 shares · 0.1% of their software · price −$1.3M$3.5MFlat
- SamsaraIOT67,851 shares · 0.0% of their software · price +$978K$3.3MFlat
- OktaOKTA42,968 shares · 0.0% of their software · price −$828K$3.2MFlat
- SPS CommerceSPSC16,424 shares · 0.0% of their software$3.2M+$774K
- Upbound Group, Inc.UPBD98,421 shares · 0.0% of their software$3.1M+$1.8M
- GuidewireGWRE17,100 shares · 0.0% of their software · price +$770K$3.1MFlat
- A10 Networks, Inc.ATEN198,801 shares · 0.0% of their software$2.9M+$766K
- TwilioTWLO38,903 shares · 0.0% of their software$2.5M+$652K
- Definitive HealthcareDH542,170 shares · 0.0% of their software · price −$537K$2.4MFlat
- WixWIX14,250 shares · 0.0% of their software$2.4MFlat
- InterDigital, Inc.IDCC15,446 shares · 0.0% of their software$2.2M−$1.4M
- Agilysys, Inc.AGYS19,187 shares · 0.0% of their software$2.1MFlat
- Zeta GlobalZETA68,660 shares · 0.0% of their software · price +$836K$2.0M+$845K
- Donnelley Financial Solutions, Inc.DFIN30,106 shares · 0.0% of their software$2.0MFlat
- DuolingoDUOL7,011 shares · 0.0% of their software · price +$514K$2.0MFlat
- ZoomInfoZI163,708 shares · 0.0% of their software$1.7M—
- WEX Inc.WEX7,865 shares · 0.0% of their software$1.6MFlat
- Ribbon Communications Inc.RBBN504,503 shares · 0.0% of their software$1.6M+$619K
- Adeia Inc.ADEA135,174 shares · 0.0% of their software$1.6MFlat
- monday.comMNDY5,609 shares · 0.0% of their software$1.6MFlat
- Lyft, Inc.LYFT120,443 shares · 0.0% of their software$1.5MFlat
- DoximityDOCS33,500 shares · 0.0% of their software · price +$523K$1.5MFlat
- BlackLineBL25,677 shares · 0.0% of their software$1.4MFlat
- ToastTOST49,663 shares · 0.0% of their software$1.4MFlat
- VertexVERX34,386 shares · 0.0% of their software$1.3M+$995K
- PaycomPAYC7,628 shares · 0.0% of their software$1.3M−$891K
- DigitalOceanDOCN31,169 shares · 0.0% of their software$1.3MFlat
- BlackbaudBLKB14,278 shares · 0.0% of their software$1.2MFlat
- ElasticESTC15,299 shares · 0.0% of their software · price −$568K$1.2M−$573K
- NetScout Systems, Inc.NTCT51,924 shares · 0.0% of their software$1.1M−$533K
- PubMaticPUBM72,083 shares · 0.0% of their software$1.1M+$729K
- i3 Verticals, Inc.IIIV48,500 shares · 0.0% of their software$1.0MFlat
- OneSpan Inc.OSPN58,800 shares · 0.0% of their software$980KFlat
- AlkamiALKT31,042 shares · 0.0% of their software$979KNew · +$884K
- PDF Solutions, Inc.PDFS26,501 shares · 0.0% of their software$840KFlat
- SentinelOneS33,920 shares · 0.0% of their software$811KFlat
- UnityU35,747 shares · 0.0% of their software$809KFlat
- Calix, Inc.CALX20,436 shares · 0.0% of their software$793KFlat
- N-ableNABL55,497 shares · 0.0% of their software$725KFlat
- Rapid7RPD17,617 shares · 0.0% of their software$703KFlat
- FreshworksFRSH59,708 shares · 0.0% of their software$685KFlat
- BILLBILL12,983 shares · 0.0% of their software$685KFlat
- UiPathPATH53,126 shares · 0.0% of their software$680KFlat
- CourseraCOUR81,749 shares · 0.0% of their software$649KFlat
- TenableTENB14,864 shares · 0.0% of their software$602KFlat
- CCC Intelligent Solutions Holdings Inc.CCC52,720 shares · 0.0% of their software$583KFlat
- Ibotta, Inc.IBTA9,269 shares · 0.0% of their software$571KNew · +$697K
- SoundHound AI, Inc.SOUN120,812 shares · 0.0% of their software$563KFlat
- WorkivaWK6,195 shares · 0.0% of their software$490KFlat
- YextYEXT69,120 shares · 0.0% of their software$478KFlat
- SprinklrCXM61,518 shares · 0.0% of their software$476KFlat
- DoubleVerifyDV27,764 shares · 0.0% of their software$468KFlat
- Clearwater AnalyticsCWAN17,423 shares · 0.0% of their software$440K—
- LiveRamp Holdings, Inc.RAMP17,011 shares · 0.0% of their software$422K−$594K
- Intapp, Inc.INTA8,481 shares · 0.0% of their software$406KFlat
- nCinoNCNO11,784 shares · 0.0% of their software$372KFlat
- C3.aiAI14,078 shares · 0.0% of their software$341KFlat
- Grindr Inc.GRND26,870 shares · 0.0% of their software$321KNew · Flat
- Diebold Nixdorf, IncorporatedDBD7,134 shares · 0.0% of their software$319KNew · Flat
- SchrödingerSDGR17,164 shares · 0.0% of their software$318KFlat
- Core Scientific, Inc.CORZ26,633 shares · 0.0% of their software$316KFlat
- Five9FIVN9,307 shares · 0.0% of their software$267K−$7.3M
- Sabre CorporationSABR71,571 shares · 0.0% of their software$263KFlat
- CertaraCERT21,586 shares · 0.0% of their software$253KFlat
- Remitly Global, Inc.RELY18,272 shares · 0.0% of their software$245KFlat
- PAR Technology CorporationPAR4,524 shares · 0.0% of their software$236KFlat
- Thryv Holdings, Inc.THRY13,344 shares · 0.0% of their software$230K−$520K
- KlaviyoKVYO5,865 shares · 0.0% of their software$208KNew · Flat
- PagerDutyPD11,092 shares · 0.0% of their software$206KFlat
- 8x8EGHT76,273 shares · 0.0% of their software$156K—
- AvePointAVPT12,558 shares · 0.0% of their software$148KFlat
- Viant Technology Inc.DSP11,012 shares · 0.0% of their software$122KNew · Flat
- FastlyFSLY15,976 shares · 0.0% of their software$121KFlat
- AsanaASAN10,374 shares · 0.0% of their software$120KFlat
- Blend Labs, Inc.BLND23,929 shares · 0.0% of their software$90KFlat
- Simulations PlusSLP2,018 shares · 0.0% of their software$65KFlat
- SmartRent, Inc.SMRT22,190 shares · 0.0% of their software$38KFlat
- Digital TurbineAPPS11,600 shares · 0.0% of their software$36KFlat
- Rekor Systems, Inc.REKR10,434 shares · 0.0% of their software$12KFlat