Generalist · San Antonio, TX
Victory Capital Management
Q4 2024 · compared with Q3 2024
Filed as Victory Capital Management INC
- Software
- $7.5B
- Weight of 13F
- 7.5%
- Names
- 170
- Net bought
- +$386M
Filed 6 February 2025 · SEC filing.
2,436 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
- MicrosoftMSFT5,752,618 shares · 32.3% of their software · price −$50.6M$2.4BFlat
- TrimbleTRMB5,665,332 shares · 5.3% of their software · price +$48.6M$400M+$13.8M
- AkamaiAKAM3,651,542 shares · 4.6% of their software · price −$19.4M$349M+$23.7M
- AdobeADBE522,917 shares · 3.1% of their software · price −$38.2M$233M+$29.8M
- ServiceNowNOW207,752 shares · 2.9% of their software · price +$34.4M$220M−$9.8M
- IntuitINTU274,767 shares · 2.3% of their software · price +$2.1M$173M−$12.6M
- Automatic Data Processing, Inc.ADP584,671 shares · 2.3% of their software · price +$9.4M$171M+$49.9M
- SalesforceCRM502,164 shares · 2.2% of their software · price +$30.4M$168MFlat
- Palo Alto NetworksPANW918,110 shares · 2.2% of their software · price −$147M$167M+$152M
- The Trade DeskTTD1,349,865 shares · 2.1% of their software · price +$10.6M$159M+$7.2M
- FortinetFTNT1,492,200 shares · 1.9% of their software · price +$25.3M$141M+$10.3M
- OracleORCL840,892 shares · 1.9% of their software · price −$3.2M$140M+$3.0M
- PalantirPLTR1,705,410 shares · 1.7% of their software · price +$65.5M$129M+$38.0M
- CadenceCDNS386,870 shares · 1.5% of their software · price +$11.4M$116M−$5.9M
- AppLovinAPP340,709 shares · 1.5% of their software · price +$65.9M$110M−$4.5M
- SS&CSSNC1,454,937 shares · 1.5% of their software · price +$2.3M$110M+$21.3M
- CrowdStrikeCRWD292,640 shares · 1.3% of their software · price +$18.1M$100M+$10.5M
- SynopsysSNPS196,180 shares · 1.3% of their software · price −$4.1M$95.2M−$15.0M
- NCR Atleos CorporationNATL2,773,894 shares · 1.3% of their software · price +$15.0M$94.1M+$8.5M
- AutodeskADSK315,006 shares · 1.2% of their software · price +$6.3M$93.1M−$7.0M
- NetApp, Inc.NTAP734,918 shares · 1.1% of their software · price −$5.5M$85.3M+$16.0M
- Fiserv, Inc.FISV390,444 shares · 1.1% of their software · price +$10.1M$80.2M+$17.4M
- Uber Technologies, Inc.UBER1,305,519 shares · 1.0% of their software · price −$19.4M$78.7M−$1.1M
- Fair IsaacFICO37,083 shares · 1.0% of their software · price +$1.8M$73.8M−$4.0M
- EVERTEC, Inc.EVTC1,999,513 shares · 0.9% of their software · price +$1.3M$69.0M−$5.0M
- Corpay, Inc.CPAY195,496 shares · 0.9% of their software · price +$5.0M$66.2M+$12.8M
- SnowflakeSNOW403,576 shares · 0.8% of their software · price +$16.0M$62.3M−$1.9M
- Paychex, Inc.PAYX424,189 shares · 0.8% of their software · price +$2.6M$59.5M−$25.0M
- Euronet Worldwide, Inc.EEFT538,865 shares · 0.7% of their software · price +$1.9M$55.4M+$18.8M
- ZoomZM640,219 shares · 0.7% of their software · price +$7.6M$52.2M+$1.4M
- CoStarCSGP655,790 shares · 0.6% of their software · price −$2.5M$46.9MFlat
- Alight, Inc.ALIT6,709,570 shares · 0.6% of their software · price −$3.2M$46.4M+$5.3M
- Roper Technologies, Inc.ROP88,197 shares · 0.6% of their software · price −$3.2M$45.8MFlat
- WorkdayWDAY166,149 shares · 0.6% of their software · price +$2.3M$42.9M+$1.4M
- VeriskVRSK153,517 shares · 0.6% of their software · price +$1.1M$42.3M−$1.7M
- Amdocs LimitedDOX493,047 shares · 0.6% of their software · price −$1.2M$42.0M+$1.3M
- Strategy IncMSTR142,183 shares · 0.5% of their software · price +$17.2M$41.2M+$14.2M
- F5, Inc.FFIV157,466 shares · 0.5% of their software · price +$4.9M$39.6M+$3.4M
- GoDaddyGDDY199,266 shares · 0.5% of their software · price +$8.1M$39.3M−$1.6M
- DatadogDDOG256,264 shares · 0.5% of their software · price +$7.1M$36.6MFlat
- TeradataTDC1,127,141 shares · 0.5% of their software · price +$913K$35.1M+$30.1M
- PaylocityPCTY158,013 shares · 0.4% of their software · price +$5.5M$31.5M+$6.3M
- VaronisVRNS702,288 shares · 0.4% of their software · price −$8.5M$31.2MFlat
- AtlassianTEAM120,881 shares · 0.4% of their software · price +$10.2M$29.4MFlat
- Payoneer Global Inc.PAYO2,928,299 shares · 0.4% of their software · price +$7.4M$29.4M−$9.1M
- Q2QTWO259,260 shares · 0.3% of their software · price +$5.4M$26.1M−$3.8M
- GitLabGTLB460,302 shares · 0.3% of their software · price +$2.2M$25.9M+$5.6M
- ACI WorldwideACIW496,983 shares · 0.3% of their software · price +$502K$25.8M+$10.9M
- DropboxDBX721,680 shares · 0.3% of their software · price +$3.3M$21.7MFlat
- ZscalerZS110,289 shares · 0.3% of their software · price +$1.0M$19.9M−$1.7M
- Clear Secure, Inc.YOU738,393 shares · 0.3% of their software · price −$4.8M$19.7M+$9.6M
- AppFolioAPPF76,857 shares · 0.3% of their software · price +$870K$19.0M−$4.0M
- DocuSignDOCU209,294 shares · 0.3% of their software · price +$5.8M$18.8M−$12.5M
- MagniteMGNI1,181,278 shares · 0.3% of their software · price +$2.4M$18.8M−$2.2M
- BoxBOX582,587 shares · 0.2% of their software · price −$658K$18.4M−$827K
- DynatraceDT333,708 shares · 0.2% of their software$18.1M−$1.0M
- HubSpotHUBS24,931 shares · 0.2% of their software · price +$4.1M$17.4MFlat
- Shift4 Payments, Inc.FOUR160,490 shares · 0.2% of their software · price +$2.4M$16.7M−$11.4M
- FlywireFLYW806,257 shares · 0.2% of their software · price +$3.4M$16.6M+$5.6M
- Block, Inc.XYZ194,733 shares · 0.2% of their software · price +$3.5M$16.6MFlat
- Tyler TechnologiesTYL28,691 shares · 0.2% of their software$16.5M−$585K
- NICENICE92,542 shares · 0.2% of their software$15.7M+$5.7M
- Gen DigitalGEN555,888 shares · 0.2% of their software$15.2M−$9.7M
- VeevaVEEV68,820 shares · 0.2% of their software$14.5MFlat
- PTCPTC73,664 shares · 0.2% of their software$13.5M−$1.4M
- MongoDBMDB57,504 shares · 0.2% of their software · price −$2.2M$13.4MFlat
- FactSetFDS26,949 shares · 0.2% of their software · price +$551K$12.9M−$1.7M
- ePlus inc.PLUS171,458 shares · 0.2% of their software · price −$4.2M$12.7MFlat
- VeriSign, Inc.VRSN60,211 shares · 0.2% of their software · price +$1.0M$12.5M−$8.3M
- BroadridgeBR48,700 shares · 0.1% of their software · price +$539K$11.0MFlat
- BrazeBRZE250,912 shares · 0.1% of their software · price +$2.4M$10.5M−$5.2M
- ServiceTitanTTAN101,580 shares · 0.1% of their software$10.4MNew · +$10.4M
- ProgressPRGS150,439 shares · 0.1% of their software$9.8M+$2.6M
- NutanixNTNX154,488 shares · 0.1% of their software$9.5MFlat
- Check PointCHKP46,517 shares · 0.1% of their software$8.7MFlat
- Manhattan AssociatesMANH31,951 shares · 0.1% of their software$8.6M−$824K
- CloudflareNET78,885 shares · 0.1% of their software · price +$2.1M$8.5MFlat
- Upbound Group, Inc.UPBD267,618 shares · 0.1% of their software · price −$755K$7.8M+$5.4M
- Zeta GlobalZETA403,960 shares · 0.1% of their software · price −$4.8M$7.3M+$10.0M
- CommvaultCVLT44,012 shares · 0.1% of their software$6.6M−$11.7M
- ProcorePCOR82,688 shares · 0.1% of their software · price +$1.1M$6.2M+$1.2M
- SimilarwebSMWB429,782 shares · 0.1% of their software · price +$2.3M$6.1MNew · +$3.8M
- PegasystemsPEGA60,315 shares · 0.1% of their software · price +$1.2M$5.6MFlat
- MorningstarMORN16,626 shares · 0.1% of their software$5.6MFlat
- Alarm.com Holdings, Inc.ALRM88,393 shares · 0.1% of their software · price +$542K$5.4M+$1.0M
- RingCentralRNG127,006 shares · 0.1% of their software$4.4MFlat
- ToastTOST118,839 shares · 0.1% of their software · price +$967K$4.3M+$2.0M
- Bentley SystemsBSY86,917 shares · 0.1% of their software$4.1MFlat
- DoubleVerifyDV207,203 shares · 0.1% of their software$4.0M+$3.0M
- SamsaraIOT76,442 shares · 0.0% of their software$3.3MFlat
- QualysQLYS23,571 shares · 0.0% of their software$3.3M−$1.2M
- Immersion CorporationIMMR377,568 shares · 0.0% of their software$3.3MFlat
- A10 Networks, Inc.ATEN171,740 shares · 0.0% of their software · price +$680K$3.2MFlat
- WixWIX13,793 shares · 0.0% of their software · price +$654K$3.0MFlat
- InterDigital, Inc.IDCC14,237 shares · 0.0% of their software · price +$742K$2.8MFlat
- GuidewireGWRE15,718 shares · 0.0% of their software$2.6MFlat
- Agilysys, Inc.AGYS19,152 shares · 0.0% of their software$2.5MFlat
- DuolingoDUOL7,754 shares · 0.0% of their software$2.5MFlat
- WaystarWAY65,845 shares · 0.0% of their software · price +$580K$2.4MNew · +$1.8M
- VertexVERX43,474 shares · 0.0% of their software · price +$645K$2.3MFlat
- Ribbon Communications Inc.RBBN555,839 shares · 0.0% of their software · price +$506K$2.3MFlat
- Lyft, Inc.LYFT175,488 shares · 0.0% of their software$2.3M+$702K
- SPS CommerceSPSC12,101 shares · 0.0% of their software$2.2M−$839K
- Donnelley Financial Solutions, Inc.DFIN34,782 shares · 0.0% of their software$2.2MFlat
- TwilioTWLO17,797 shares · 0.0% of their software · price +$763K$1.9MSplit
- Adeia Inc.ADEA133,393 shares · 0.0% of their software$1.9MFlat
- DoximityDOCS34,516 shares · 0.0% of their software$1.8MFlat
- NetScout Systems, Inc.NTCT80,507 shares · 0.0% of their software$1.7M+$622K
- ZoomInfoZI163,268 shares · 0.0% of their software$1.7MFlat
- i3 Verticals, Inc.IIIV72,652 shares · 0.0% of their software$1.7M+$515K
- OktaOKTA21,154 shares · 0.0% of their software$1.7M−$1.6M
- PaycomPAYC8,078 shares · 0.0% of their software$1.7MFlat
- BILLBILL18,406 shares · 0.0% of their software · price +$588K$1.6MFlat
- WEX Inc.WEX7,536 shares · 0.0% of their software$1.3MFlat
- monday.comMNDY5,541 shares · 0.0% of their software$1.3MFlat
- GigaCloud Technology Inc.GCT70,400 shares · 0.0% of their software$1.3MNew · +$1.6M
- AlkamiALKT31,172 shares · 0.0% of their software$1.1MFlat
- Sprout SocialSPT36,880 shares · 0.0% of their software$1.1M−$7.5M
- DigitalOceanDOCN32,264 shares · 0.0% of their software$1.1MFlat
- BlackbaudBLKB14,797 shares · 0.0% of their software$1.1MFlat
- OneSpan Inc.OSPN58,134 shares · 0.0% of their software$1.1MFlat
- BlackLineBL17,682 shares · 0.0% of their software$1.1MFlat
- ElasticESTC10,637 shares · 0.0% of their software$1.1MFlat
- PubMaticPUBM71,668 shares · 0.0% of their software$1.1MFlat
- CourseraCOUR107,314 shares · 0.0% of their software$912KFlat
- LiveRamp Holdings, Inc.RAMP28,640 shares · 0.0% of their software$870KFlat
- Calix, Inc.CALX23,324 shares · 0.0% of their software$813KFlat
- UnityU36,042 shares · 0.0% of their software$810KFlat
- SoundHound AI, Inc.SOUN40,090 shares · 0.0% of their software · price +$609K$795KFlat
- PDF Solutions, Inc.PDFS28,500 shares · 0.0% of their software$772KFlat
- SentinelOneS33,636 shares · 0.0% of their software$747KFlat
- SprinklrCXM87,070 shares · 0.0% of their software$736KFlat
- Rapid7RPD17,486 shares · 0.0% of their software$703KFlat
- WorkivaWK6,015 shares · 0.0% of their software$659KFlat
- UiPathPATH50,910 shares · 0.0% of their software$647KFlat
- N-ableNABL66,314 shares · 0.0% of their software$619KFlat
- CCC Intelligent Solutions Holdings Inc.CCC51,985 shares · 0.0% of their software$610KFlat
- Clearwater AnalyticsCWAN22,001 shares · 0.0% of their software$605K—
- TenableTENB14,601 shares · 0.0% of their software$575KFlat
- Diebold Nixdorf, IncorporatedDBD12,889 shares · 0.0% of their software$555KFlat
- Intapp, Inc.INTA8,652 shares · 0.0% of their software$555KFlat
- Grindr Inc.GRND26,870 shares · 0.0% of their software$479KFlat
- C3.aiAI13,853 shares · 0.0% of their software$477KFlat
- Rubrik, Inc.RBRK7,096 shares · 0.0% of their software$464KNew · Flat
- YextYEXT68,619 shares · 0.0% of their software$436KFlat
- Core Scientific, Inc.CORZ29,890 shares · 0.0% of their software$420KFlat
- Remitly Global, Inc.RELY18,120 shares · 0.0% of their software$409KFlat
- nCinoNCNO12,124 shares · 0.0% of their software$407KFlat
- Five9FIVN9,163 shares · 0.0% of their software$372KFlat
- FreshworksFRSH21,281 shares · 0.0% of their software$344KFlat
- Life360, Inc.LIF8,087 shares · 0.0% of their software$334KNew · Flat
- PAR Technology CorporationPAR4,409 shares · 0.0% of their software$320KFlat
- Mitek Systems, Inc.MITK25,472 shares · 0.0% of their software$284KNew · Flat
- KlaviyoKVYO6,469 shares · 0.0% of their software$267KFlat
- Sabre CorporationSABR70,406 shares · 0.0% of their software$257KFlat
- Cellebrite DI Ltd.CLBT10,640 shares · 0.0% of their software$234KNew · Flat
- CertaraCERT21,311 shares · 0.0% of their software$227KFlat
- SchrödingerSDGR11,587 shares · 0.0% of their software$224KFlat
- PaymentusPAY6,578 shares · 0.0% of their software$215KNew · Flat
- AsanaASAN10,232 shares · 0.0% of their software$207KFlat
- AvePointAVPT12,473 shares · 0.0% of their software$206KFlat
- PagerDutyPD10,447 shares · 0.0% of their software$191KFlat
- FastlyFSLY15,841 shares · 0.0% of their software$150KFlat
- Definitive HealthcareDH36,161 shares · 0.0% of their software$149K−$2.3M
- 8x8EGHT46,230 shares · 0.0% of their software$123K—
- Blend Labs, Inc.BLND25,761 shares · 0.0% of their software$108KFlat
- PowerFleet, Inc.AIOT15,417 shares · 0.0% of their software$103KNew · Flat
- Simulations PlusSLP2,089 shares · 0.0% of their software$58KFlat
- SmartRent, Inc.SMRT21,086 shares · 0.0% of their software$37KFlat
- Digital TurbineAPPS11,356 shares · 0.0% of their software$19KFlat