Generalist · San Antonio, TX
Victory Capital Management
Q1 2026 · compared with Q4 2025
Filed as Victory Capital Management INC
- Software
- $13.5B
- Weight of 13F
- 8.7%
- Names
- 182
- Net bought
- +$618M
2,384 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
- MicrosoftMSFT10,712,913 shares · 29.3% of their software · price −$1.2B$4.0B−$1.1B
- SynopsysSNPS2,539,838 shares · 7.4% of their software · price −$186M$1.0B−$89.6M
- Uber Technologies, Inc.UBER12,613,697 shares · 6.7% of their software · price −$123M$907M−$83.7M
- ServiceNowNOW7,628,519 shares · 5.9% of their software · price −$371M$798M+$576M
- AdobeADBE2,586,382 shares · 4.6% of their software · price −$277M$629M+$234M
- IntuitINTU1,201,979 shares · 3.8% of their software · price −$277M$520M+$41.3M
- SalesforceCRM2,463,082 shares · 3.4% of their software · price −$193M$460M+$81.1M
- ShopifySHOP2,546,610 shares · 2.2% of their software · price −$108M$302M+$320M
- PalantirPLTR2,040,997 shares · 2.2% of their software · price −$64.2M$299M−$7.6M
- F5, Inc.FFIV1,021,541 shares · 2.2% of their software · price +$34.8M$296M+$140M
- AkamaiAKAM2,501,867 shares · 2.1% of their software · price +$69.1M$287M−$8.0M
- Automatic Data Processing, Inc.ADP1,302,229 shares · 2.0% of their software · price −$70.4M$265M+$165M
- TrimbleTRMB3,571,368 shares · 1.7% of their software · price −$46.9M$233M−$109M
- NetApp, Inc.NTAP2,210,284 shares · 1.7% of their software · price −$10.4M$226M+$36.6M
- ZscalerZS1,555,104 shares · 1.6% of their software · price −$132M$218M+$319M
- ZoomZM2,352,451 shares · 1.4% of their software · price −$13.9M$189M+$44.9M
- Palo Alto NetworksPANW1,153,523 shares · 1.4% of their software · price −$27.5M$185MFlat
- Check PointCHKP1,092,451 shares · 1.2% of their software · price −$46.7M$156M−$110M
- WorkdayWDAY1,181,109 shares · 1.1% of their software · price −$100M$153M+$211M
- OracleORCL976,535 shares · 1.1% of their software · price −$46.7M$144M−$40.9M
- AppLovinAPP349,284 shares · 1.0% of their software · price −$96.3M$139M−$29.9M
- FortinetFTNT1,686,240 shares · 1.0% of their software · price +$3.9M$138M+$1.5M
- Paychex, Inc.PAYX1,399,866 shares · 1.0% of their software · price −$28.1M$129M+$104M
- OktaOKTA1,382,432 shares · 0.8% of their software · price −$10.7M$109M+$45.2M
- AutodeskADSK394,098 shares · 0.7% of their software · price −$22.3M$94.3M−$28.9M
- VeevaVEEV527,343 shares · 0.7% of their software · price −$25.1M$92.6M+$77.5M
- CadenceCDNS333,078 shares · 0.7% of their software · price −$11.6M$92.6M+$1.4M
- CrowdStrikeCRWD210,734 shares · 0.6% of their software · price −$16.5M$82.3M+$987K
- CloudflareNET384,775 shares · 0.6% of their software · price +$3.5M$79.4M−$1.4M
- NCR Atleos CorporationNATL1,615,758 shares · 0.5% of their software · price +$8.8M$70.4M−$32.8M
- TwilioTWLO543,819 shares · 0.5% of their software · price −$8.9M$68.4M+$70.1M
- DatadogDDOG470,532 shares · 0.4% of their software · price −$8.4M$55.5M−$32.6M
- Lyft, Inc.LYFT3,955,097 shares · 0.4% of their software · price −$24.0M$52.6M−$12.2M
- VeriskVRSK275,599 shares · 0.4% of their software · price −$9.4M$52.3M+$5.4M
- SS&CSSNC700,604 shares · 0.4% of their software · price −$13.9M$47.3M−$17.2M
- SnowflakeSNOW305,576 shares · 0.3% of their software · price −$20.9M$46.1M+$7.5M
- Corpay, Inc.CPAY143,701 shares · 0.3% of their software · price −$1.4M$41.8M+$3.0M
- Amdocs LimitedDOX613,408 shares · 0.3% of their software · price −$9.4M$40.0M+$5.6M
- DocuSignDOCU838,700 shares · 0.3% of their software · price −$17.6M$39.8M−$43.0M
- TeradataTDC1,369,000 shares · 0.3% of their software · price −$6.6M$35.1M+$40.5M
- GoDaddyGDDY364,430 shares · 0.2% of their software · price −$15.1M$30.1M−$83.4M
- MongoDBMDB120,134 shares · 0.2% of their software · price −$21.0M$29.4M+$3.8M
- Roper Technologies, Inc.ROP82,628 shares · 0.2% of their software · price −$7.5M$29.2M−$1.7M
- DropboxDBX1,208,292 shares · 0.2% of their software · price −$6.1M$27.5M−$608K
- Strategy IncMSTR214,941 shares · 0.2% of their software · price −$5.8M$26.8M+$3.1M
- BroadridgeBR159,896 shares · 0.2% of their software · price −$9.7M$26.0M+$9.6M
- ToastTOST930,625 shares · 0.2% of their software · price −$8.4M$24.7M+$8.3M
- ProgressPRGS947,894 shares · 0.2% of their software · price −$16.4M$24.3M+$39.9M
- JFrogFROG495,384 shares · 0.2% of their software · price −$7.7M$23.2M+$23.2M
- Euronet Worldwide, Inc.EEFT299,750 shares · 0.1% of their software · price −$2.9M$19.9M−$6.3M
- Fair IsaacFICO17,505 shares · 0.1% of their software · price −$10.9M$18.7M+$4.2M
- HubSpotHUBS68,140 shares · 0.1% of their software · price −$10.7M$16.6M+$856K
- AtlassianTEAM242,638 shares · 0.1% of their software · price −$22.8M$16.6M+$6.7M
- Sportradar Group AGSRAD916,357 shares · 0.1% of their software · price −$6.4M$15.3MFlat
- MagniteMGNI1,266,522 shares · 0.1% of their software · price −$5.5M$15.0M+$18.1M
- ACI WorldwideACIW355,735 shares · 0.1% of their software · price −$2.4M$14.6MFlat
- Fiserv, Inc.FISV250,302 shares · 0.1% of their software · price −$2.8M$14.0MFlat
- NetScout Systems, Inc.NTCT436,295 shares · 0.1% of their software · price +$2.1M$13.9MFlat
- CommvaultCVLT176,609 shares · 0.1% of their software · price −$8.4M$13.8M+$964K
- CoStarCSGP335,433 shares · 0.1% of their software · price −$9.0M$13.5MFlat
- Clear Secure, Inc.YOU259,272 shares · 0.1% of their software · price +$3.5M$12.6M−$1.8M
- NutanixNTNX308,112 shares · 0.1% of their software · price −$4.2M$11.7M−$66.8M
- SamsaraIOT364,734 shares · 0.1% of their software · price −$1.4M$11.6M−$3.4M
- Gen DigitalGEN602,021 shares · 0.1% of their software · price −$5.0M$11.3M−$74.1M
- VeriSign, Inc.VRSN44,389 shares · 0.1% of their software$11.0M−$8.7M
- The Trade DeskTTD471,003 shares · 0.1% of their software · price −$7.2M$10.7M−$9.5M
- InterDigital, Inc.IDCC34,739 shares · 0.1% of their software · price −$569K$10.5M−$3.7M
- Block, Inc.XYZ168,716 shares · 0.1% of their software · price −$828K$10.2M−$875K
- RingCentralRNG251,337 shares · 0.1% of their software · price +$2.1M$9.3MFlat
- PegasystemsPEGA205,243 shares · 0.1% of their software · price −$3.5M$8.7M+$6.1M
- DynatraceDT234,687 shares · 0.1% of their software · price −$1.5M$8.7M−$4.0M
- Tyler TechnologiesTYL24,753 shares · 0.1% of their software · price −$2.8M$8.5M+$3.1M
- PTCPTC59,018 shares · 0.1% of their software · price −$1.9M$8.4M−$3.1M
- Q2QTWO177,283 shares · 0.1% of their software · price −$4.4M$8.4MFlat
- ZoomInfoZI1,394,519 shares · 0.1% of their software$8.3M—
- Manhattan AssociatesMANH60,017 shares · 0.1% of their software · price −$2.4M$8.0M−$2.8M
- BoxBOX318,713 shares · 0.1% of their software · price −$2.0M$7.5M+$3.6M
- Payoneer Global Inc.PAYO1,486,139 shares · 0.1% of their software · price −$1.2M$7.2M−$2.0M
- Upbound Group, Inc.UPBD363,747 shares · 0.0% of their software$6.6MFlat
- FreshworksFRSH784,549 shares · 0.0% of their software · price −$3.3M$6.3M+$4.5M
- CoreWeave, Inc.CRWV79,323 shares · 0.0% of their software$6.1M−$657K
- QualysQLYS66,455 shares · 0.0% of their software · price −$3.0M$5.8M+$4.6M
- ePlus inc.PLUS76,913 shares · 0.0% of their software · price −$958K$5.8M+$4.5M
- WaystarWAY232,517 shares · 0.0% of their software · price −$2.0M$5.6MFlat
- ElasticESTC106,085 shares · 0.0% of their software · price −$2.7M$5.3M+$1.5M
- Diebold Nixdorf, IncorporatedDBD69,885 shares · 0.0% of their software · price +$528K$5.3M+$4.5M
- DigitalOceanDOCN60,373 shares · 0.0% of their software · price +$2.3M$5.2M+$2.0M
- GigaCloud Technology Inc.GCT112,682 shares · 0.0% of their software · price +$687K$5.1M+$2.4M
- ProcorePCOR88,186 shares · 0.0% of their software · price −$1.4M$5.0M−$11.2M
- Adeia Inc.ADEA205,784 shares · 0.0% of their software · price +$1.4M$4.9MFlat
- DuolingoDUOL43,960 shares · 0.0% of their software · price −$3.4M$4.3M+$3.1M
- GuidewireGWRE28,418 shares · 0.0% of their software · price −$1.5M$4.3M−$1.3M
- Rubrik, Inc.RBRK84,246 shares · 0.0% of their software · price −$2.3M$4.1M+$5.2M
- PaycomPAYC32,318 shares · 0.0% of their software · price −$1.2M$3.9M−$580K
- KlaviyoKVYO199,450 shares · 0.0% of their software · price −$2.6M$3.9M−$958K
- BrazeBRZE162,612 shares · 0.0% of their software · price −$1.7M$3.8M+$518K
- LiveRamp Holdings, Inc.RAMP142,236 shares · 0.0% of their software$3.8M+$1.3M
- PagerDutyPD598,784 shares · 0.0% of their software · price −$4.1M$3.7M+$5.0M
- BILLBILL96,810 shares · 0.0% of their software · price −$1.6M$3.7M+$2.2M
- UiPathPATH326,715 shares · 0.0% of their software · price −$1.7M$3.6M+$3.3M
- AppFolioAPPF22,708 shares · 0.0% of their software · price −$1.7M$3.6MFlat
- DoubleVerifyDV346,426 shares · 0.0% of their software · price −$672K$3.3M+$937K
- DoximityDOCS137,121 shares · 0.0% of their software · price −$2.9M$3.2M−$35.7M
- PaylocityPCTY29,479 shares · 0.0% of their software · price −$1.3M$3.2M−$1.1M
- A10 Networks, Inc.ATEN137,352 shares · 0.0% of their software · price +$746K$3.2M−$508K
- Five9FIVN208,472 shares · 0.0% of their software · price −$1.0M$3.2M+$1.7M
- Life360, Inc.LIF76,259 shares · 0.0% of their software · price −$1.8M$3.1M−$1.9M
- TenableTENB179,093 shares · 0.0% of their software · price −$1.2M$3.0M+$1.8M
- VaronisVRNS138,624 shares · 0.0% of their software · price −$1.6M$3.0M−$2.4M
- ServiceTitanTTAN45,197 shares · 0.0% of their software · price −$1.9M$2.9MFlat
- SprinklrCXM462,822 shares · 0.0% of their software · price −$824K$2.8M+$1.7M
- BlackbaudBLKB71,601 shares · 0.0% of their software · price −$1.8M$2.8M+$4.2M
- i3 Verticals, Inc.IIIV119,340 shares · 0.0% of their software$2.7M+$1.9M
- SPS CommerceSPSC46,393 shares · 0.0% of their software · price −$1.6M$2.6M+$3.2M
- CourseraCOUR429,963 shares · 0.0% of their software · price −$662K$2.5MFlat
- GitLabGTLB110,426 shares · 0.0% of their software · price −$1.8M$2.4M+$1.8M
- Rapid7RPD412,019 shares · 0.0% of their software · price −$4.0M$2.3M+$4.4M
- UnityU86,635 shares · 0.0% of their software · price −$1.9M$1.9MFlat
- Bentley SystemsBSY50,999 shares · 0.0% of their software$1.8M−$1.4M
- Consensus Cloud Solutions, Inc.CCSI73,400 shares · 0.0% of their software$1.7MFlat
- Sprout SocialSPT301,207 shares · 0.0% of their software · price −$1.7M$1.7M+$2.1M
- OneSpan Inc.OSPN159,447 shares · 0.0% of their software$1.7MFlat
- PhreesiaPHR196,658 shares · 0.0% of their software · price −$1.7M$1.6M+$1.1M
- Clearwater AnalyticsCWAN66,244 shares · 0.0% of their software$1.6M—
- Grab Holdings LimitedGRAB354,072 shares · 0.0% of their software$1.3MNew · +$1.8M
- PDF Solutions, Inc.PDFS36,300 shares · 0.0% of their software$1.2MFlat
- FactSetFDS5,362 shares · 0.0% of their software$1.2M−$1.9M
- Silvaco Group, Inc.SVCO162,000 shares · 0.0% of their software$1.1MNew · +$656K
- Alarm.com Holdings, Inc.ALRM24,729 shares · 0.0% of their software$1.1MFlat
- Donnelley Financial Solutions, Inc.DFIN20,978 shares · 0.0% of their software$989KFlat
- Navan, Inc.NAVN74,010 shares · 0.0% of their software$980KNew · +$1.3M
- Alight, Inc.ALIT1,636,691 shares · 0.0% of their software · price −$2.2M$954KFlat
- PagSeguro Digital Ltd.PAGS92,082 shares · 0.0% of their software$923KFlat
- MNTN, Inc.MNTN104,052 shares · 0.0% of their software$916KFlat
- EVERTEC, Inc.EVTC32,299 shares · 0.0% of their software$911KFlat
- Ribbon Communications Inc.RBBN422,351 shares · 0.0% of their software$895KFlat
- WEX Inc.WEX5,548 shares · 0.0% of their software$849KFlat
- Remitly Global, Inc.RELY53,584 shares · 0.0% of their software$840KFlat
- BlackLineBL19,712 shares · 0.0% of their software$729KFlat
- Viant Technology Inc.DSP59,000 shares · 0.0% of their software$661KNew · +$710K
- PubMaticPUBM77,232 shares · 0.0% of their software$632KFlat
- Bandwidth Inc.BAND34,906 shares · 0.0% of their software$622KFlat
- YextYEXT159,494 shares · 0.0% of their software · price −$673K$612K+$1.2M
- MorningstarMORN3,432 shares · 0.0% of their software$580KFlat
- Agilysys, Inc.AGYS8,034 shares · 0.0% of their software$572KFlat
- Mitek Systems, Inc.MITK40,857 shares · 0.0% of their software$552KFlat
- Ooma, Inc.OOMA37,545 shares · 0.0% of their software$546KFlat
- WixWIX6,040 shares · 0.0% of their software$544K−$2.5M
- Core Scientific, Inc.CORZ34,084 shares · 0.0% of their software$510KFlat
- Telos CorporationTLS121,397 shares · 0.0% of their software$509KNew · +$619K
- Commerce.com, Inc.CMRC181,844 shares · 0.0% of their software$486KFlat
- Calix, Inc.CALX9,645 shares · 0.0% of their software$473KFlat
- SentinelOneS36,482 shares · 0.0% of their software$470KFlat
- FastlyFSLY15,857 shares · 0.0% of their software$461KFlat
- Dave Inc.DAVE2,561 shares · 0.0% of their software$446K−$2.1M
- Figma, Inc.FIG20,971 shares · 0.0% of their software$443KFlat
- Shift4 Payments, Inc.FOUR9,085 shares · 0.0% of their software$397K−$1.1M
- Zeta GlobalZETA24,575 shares · 0.0% of their software$391KFlat
- CCC Intelligent Solutions Holdings Inc.CCC65,126 shares · 0.0% of their software$391KFlat
- Chime Financial, Inc.CHYM18,427 shares · 0.0% of their software$345KFlat
- WorkivaWK5,766 shares · 0.0% of their software$344KFlat
- SoundHound AI, Inc.SOUN43,631 shares · 0.0% of their software$300KFlat
- Intapp, Inc.INTA8,254 shares · 0.0% of their software$212KFlat
- nCinoNCNO12,550 shares · 0.0% of their software$188KFlat
- Cellebrite DI Ltd.CLBT13,310 shares · 0.0% of their software$183KFlat
- AvePointAVPT15,582 shares · 0.0% of their software$148K−$2.2M
- FlywireFLYW12,588 shares · 0.0% of their software$147KFlat
- C3.aiAI14,767 shares · 0.0% of their software$124KFlat
- Bitdeer Technologies GroupBTDR14,101 shares · 0.0% of their software$122K−$2.1M
- CertaraCERT16,617 shares · 0.0% of their software$95KFlat
- Sabre CorporationSABR53,639 shares · 0.0% of their software$78KFlat
- Kodiak AI, Inc.KDK10,907 shares · 0.0% of their software$76KFlat
- N-ableNABL11,437 shares · 0.0% of their software$53KFlat
- PowerFleet, Inc.AIOT14,286 shares · 0.0% of their software$44KFlat
- Blend Labs, Inc.BLND20,568 shares · 0.0% of their software$35KFlat
- Digital TurbineAPPS12,135 shares · 0.0% of their software$35KFlat
- SmartRent, Inc.SMRT18,941 shares · 0.0% of their software$28KFlat
- 8x8EGHT15,327 shares · 0.0% of their software$25KFlat
- Datavault AI Inc.DVLT36,909 shares · 0.0% of their software$23KFlat
- AI Financial CorporationAIFC14,115 shares · 0.0% of their software$16KFlat
- Rekor Systems, Inc.REKR15,072 shares · 0.0% of their software$12KFlat
- Rackspace Technology, Inc.RXT11,194 shares · 0.0% of their software$11KFlat