Generalist · New York, NY
Two Sigma Investments
Q1 2022 · compared with Q4 2021
Filed as Two Sigma Investments, LP
- Software
- $3.2B
- Weight of 13F
- 9.9%
- Names
- 134
- Net bought
- −$349M
Filed 16 May 2022 · SEC filing.
2,470 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 2026234 names · $187M in calls, not in the total$10.5B−$419M
- Q1 2026217 names · $134M in calls, not in the total$10.6B+$8.6B
- Q4 2025212 names · $102M in calls, not in the total$5.9B+$1.8B
- Q3 2025209 names · $26.9M in calls, not in the total$6.0B+$99.9M
- Q2 2025193 names · $38.5M in calls, not in the total$6.3B+$458M
- Q1 2025184 names · $23.9M in calls, not in the total$4.8B+$1.4B
- Q4 2024201 names · $11.4M in calls, not in the total$4.0B−$375M
- Q3 2024183 names · $22.8M in calls, not in the total$3.9B+$361M
- Q2 2024170 names · $8.9M in calls, not in the total$3.5B−$277M
- Q1 2024184 names$4.0B−$853M
- Q4 2023191 names · $2.6M in calls, not in the total$4.7B+$614M
- Q3 2023183 names · $6.1M in calls, not in the total$3.1B−$615M
- Q2 2023184 names · $6.6M in calls, not in the total$3.8B+$704M
- Q1 2023171 names · $3.4M in calls, not in the total$2.7B−$601M
- Q4 2022152 names$2.9B+$49.3M
- Q3 2022127 names$3.0B+$411M
- Q2 2022130 names$3.1B+$2.2B
- Q1 2022134 names$3.2B−$349M
- Q4 2021148 names · $294M in calls, not in the total$4.4B+$1.1B
- Q3 2021139 names · $469M in calls, not in the total$3.6B+$939M
- Q2 2021118 names · $506M in calls, not in the total$2.5B−$261M
- Q1 2021119 names · $359M in calls, not in the total$2.5B−$6.0M
- Q4 2020114 names · $290M in calls, not in the total$2.7B−$286M
- Q3 202096 names · $284M in calls, not in the total$2.5B+$983M
- Q2 202088 names · $134M in calls, not in the total$1.3B+$266M
- Q1 202083 names · $178M in calls, not in the total$651M−$1.0B
- Q4 201983 names · $206M in calls, not in the total$1.8B−$195M
- Q3 201982 names · $263M in calls, not in the total$1.8B+$101M
- Q2 201972 names · $80.0M in calls, not in the total$1.8B+$120M
- Q1 201981 names · $88.1M in calls, not in the total$1.5B+$371M
- Q4 201873 names · $62.9M in calls, not in the total$834M−$968M
- Q3 201876 names · $169M in calls, not in the total$2.0B+$7.7M
- Q2 201876 names · $115M in calls, not in the total$1.7B+$259M
- Q1 201866 names · $54.9M in calls, not in the total$1.2B+$93.1M
- Q4 201766 names · $42.8M in calls, not in the total$932M−$84.4M
- Q3 201762 names · $63.6M in calls, not in the total$950M−$19.7M
- Q2 201763 names · $31.4M in calls, not in the total$906M+$90.1M
- Q1 201753 names · $41.3M in calls, not in the total$712M−$7.3M
- Q4 201658 names · $47.1M in calls, not in the total$647M−$348M
- Q3 201662 names · $37.8M in calls, not in the total$1,000M+$296M
- Q2 201659 names · $23.8M in calls, not in the total$642M—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- ZoomZM2,046,883 shares · 7.6% of their software · price −$136M$240M+$224M
- DatadogDDOG1,545,334 shares · 7.4% of their software · price −$41.2M$234M+$36.2M
- DocuSignDOCU1,482,759 shares · 5.0% of their software · price −$67.0M$159M+$210M
- AdobeADBE329,996 shares · 4.8% of their software · price −$36.8M$150MNew · +$187M
- TwilioTWLO861,439 shares · 4.5% of their software · price −$84.9M$142M+$225M
- Check PointCHKP995,828 shares · 4.4% of their software · price +$21.6M$138M+$22.6M
- CloudflareNET1,070,858 shares · 4.1% of their software · price −$12.6M$128M−$93.5M
- Palo Alto NetworksPANW145,420 shares · 2.9% of their software · price +$9.6M$90.5M+$3.9M
- SS&CSSNC1,171,640 shares · 2.8% of their software · price −$8.2M$87.9M−$16.3M
- AutodeskADSK401,916 shares · 2.7% of their software · price −$26.9M$86.2MNew · +$113M
- AkamaiAKAM715,960 shares · 2.7% of their software · price +$1.7M$85.5M+$21.1M
- AsanaASAN2,018,571 shares · 2.6% of their software · price −$69.8M$80.7M+$54.4M
- StoneCo Ltd.STNE5,233,902 shares · 1.9% of their software · price −$27.0M$61.2M−$1.0M
- GoDaddyGDDY716,466 shares · 1.9% of their software · price −$831K$60.0M+$45.8M
- IntuitINTU116,928 shares · 1.8% of their software · price −$19.0M$56.2M−$54.3M
- BoxBOX1,913,297 shares · 1.8% of their software · price +$5.5M$55.6M+$6.3M
- CoStarCSGP709,123 shares · 1.5% of their software · price −$8.8M$47.2M+$42.4M
- ZscalerZS195,603 shares · 1.5% of their software · price −$15.7M$47.2M−$149M
- OktaOKTA294,653 shares · 1.4% of their software · price −$21.6M$44.5M+$64.3M
- WorkdayWDAY180,169 shares · 1.4% of their software · price −$6.1M$43.1M+$6.4M
- DropboxDBX1,855,003 shares · 1.4% of their software · price −$2.4M$43.1M−$5.6M
- DigitalOceanDOCN734,535 shares · 1.3% of their software · price −$16.5M$42.5M+$29.7M
- CadenceCDNS255,449 shares · 1.3% of their software · price −$5.6M$42.0M+$1.3M
- FastlyFSLY2,399,275 shares · 1.3% of their software · price −$43.4M$41.7M+$37.4M
- DynatraceDT828,655 shares · 1.2% of their software · price −$11.0M$39.0M−$86.2M
- PaycomPAYC109,062 shares · 1.2% of their software · price −$7.5M$37.8M−$25.0M
- C3.aiAI1,547,868 shares · 1.1% of their software · price −$13.2M$35.1M−$16.6M
- WixWIX336,268 shares · 1.1% of their software · price −$17.9M$35.1M+$8.5M
- HubSpotHUBS73,762 shares · 1.1% of their software · price −$13.6M$35.0M−$82.2M
- CrowdStrikeCRWD153,437 shares · 1.1% of their software · price +$3.4M$34.8M−$8.1M
- UiPathPATH1,498,528 shares · 1.0% of their software · price −$32.3M$32.4M+$58.7M
- WEX Inc.WEX179,331 shares · 1.0% of their software · price +$6.8M$32.0M+$24.8M
- VeevaVEEV140,796 shares · 0.9% of their software · price −$6.1M$29.9M−$64.1M
- Sabre CorporationSABR2,413,563 shares · 0.9% of their software · price +$6.9M$27.6M+$4.7M
- Block, Inc.XYZ188,500 shares · 0.8% of their software · price −$4.9M$25.6M+$14.4M
- SynopsysSNPS76,301 shares · 0.8% of their software · price −$2.7M$25.4M−$81.2M
- QualysQLYS177,172 shares · 0.8% of their software · price +$920K$25.2M−$15.0M
- PagerDutyPD693,171 shares · 0.7% of their software$23.7M−$7.6M
- Cerence Inc.CRNC627,969 shares · 0.7% of their software · price −$25.5M$22.7M+$37.7M
- Sprout SocialSPT265,613 shares · 0.7% of their software · price −$2.8M$21.3M−$1.7M
- DescartesDSGX264,627 shares · 0.6% of their software · price −$2.5M$19.4M+$2.2M
- PagSeguro Digital Ltd.PAGS898,444 shares · 0.6% of their software · price −$5.5M$18.0M+$11.2M
- OpenTextOTEX393,206 shares · 0.5% of their software · price −$2.0M$16.7M−$18.7M
- TenableTENB285,542 shares · 0.5% of their software · price +$777K$16.5M−$2.6M
- SAPSAP146,903 shares · 0.5% of their software · price −$4.3M$16.3MNew · +$20.6M
- WorkivaWK125,097 shares · 0.5% of their software · price −$1.6M$14.8M−$5.9M
- Commerce.com, Inc.CMRC671,311 shares · 0.5% of their software · price −$9.0M$14.7M+$11.2M
- ShopifySHOP21,503 shares · 0.5% of their software · price −$15.1M$14.5M+$20.2M
- BlackLineBL194,398 shares · 0.5% of their software · price −$5.9M$14.2M+$14.1M
- Manhattan AssociatesMANH100,605 shares · 0.4% of their software · price −$1.7M$14.0M−$1.8M
- LightspeedLSPD450,100 shares · 0.4% of their software · price −$4.5M$13.7M−$34.4M
- Amdocs LimitedDOX163,797 shares · 0.4% of their software · price +$1.2M$13.5M+$7.1M
- Bandwidth Inc.BAND412,870 shares · 0.4% of their software · price −$16.3M$13.4M+$29.4M
- ElasticESTC142,652 shares · 0.4% of their software · price −$4.9M$12.7MNew · +$17.6M
- JFrogFROG468,165 shares · 0.4% of their software · price −$1.3M$12.6M−$10.5M
- PaylocityPCTY60,678 shares · 0.4% of their software · price −$1.8M$12.5M−$45.1M
- VeriSign, Inc.VRSN56,040 shares · 0.4% of their software · price −$1.8M$12.5M−$7.7M
- SchrödingerSDGR320,495 shares · 0.3% of their software$10.9M−$7.9M
- Gen DigitalGEN360,983 shares · 0.3% of their software$9.6M−$50.8M
- International Money Express, Inc.IMXI423,799 shares · 0.3% of their software · price +$2.0M$8.7M+$6.5M
- ProcorePCOR140,330 shares · 0.3% of their software · price −$3.1M$8.1M+$10.0M
- DuolingoDUOL80,245 shares · 0.2% of their software · price −$883K$7.6MNew · +$8.5M
- PTCPTC67,050 shares · 0.2% of their software · price −$900K$7.2M−$10.2M
- GuidewireGWRE75,914 shares · 0.2% of their software · price −$1.4M$7.2MNew · +$8.6M
- NICENICE31,887 shares · 0.2% of their software · price −$2.7M$7.0M+$9.4M
- YextYEXT993,343 shares · 0.2% of their software · price −$3.0M$6.8M+$5.4M
- SentinelOneS173,934 shares · 0.2% of their software · price −$2.0M$6.7MNew · +$8.8M
- MagniteMGNI480,625 shares · 0.2% of their software · price −$2.1M$6.3M−$11.1M
- InterDigital, Inc.IDCC99,294 shares · 0.2% of their software · price −$777K$6.3M+$2.5M
- Fair IsaacFICO13,494 shares · 0.2% of their software$6.3M+$1.6M
- Calix, Inc.CALX123,998 shares · 0.2% of their software · price −$4.6M$5.3MNew · +$9.9M
- BlackBerry LimitedBB704,807 shares · 0.2% of their software · price −$1.3M$5.3MNew · +$6.6M
- Agora, Inc.API524,797 shares · 0.2% of their software · price −$3.3M$5.2M−$7.4M
- Kingsoft Cloud Holdings LimitedKC850,702 shares · 0.2% of their software · price −$8.2M$5.2M−$2.5M
- FactSetFDS11,483 shares · 0.2% of their software · price −$596K$5.0M−$36.5M
- NutanixNTNX185,263 shares · 0.2% of their software · price −$934K$5.0M−$23.0M
- A10 Networks, Inc.ATEN340,269 shares · 0.2% of their software · price −$895K$4.7M−$5.0M
- Telos CorporationTLS471,639 shares · 0.1% of their software · price −$2.6M$4.7M+$6.2M
- Mitek Systems, Inc.MITK277,802 shares · 0.1% of their software · price −$856K$4.1M+$530K
- PegasystemsPEGA50,333 shares · 0.1% of their software · price −$1.6M$4.1MNew · +$5.6M
- PAR Technology CorporationPAR95,888 shares · 0.1% of their software · price −$1.2M$3.9M+$4.7M
- Radware Ltd.RDWR118,060 shares · 0.1% of their software · price −$1.1M$3.8M−$1.8M
- AppFolioAPPF32,841 shares · 0.1% of their software$3.7MNew · +$4.0M
- Roper Technologies, Inc.ROP7,635 shares · 0.1% of their software$3.6M−$11.8M
- Health CatalystHCAT136,113 shares · 0.1% of their software · price −$1.8M$3.6MNew · +$5.4M
- FortinetFTNT10,400 shares · 0.1% of their software$3.6M−$157M
- PhreesiaPHR132,825 shares · 0.1% of their software · price −$2.0M$3.5MNew · +$5.5M
- DoceboDCBO65,713 shares · 0.1% of their software · price −$1.0M$3.4M+$4.2M
- DomoDOMO58,675 shares · 0.1% of their software$3.0M—
- FlywireFLYW87,600 shares · 0.1% of their software · price −$655K$2.7M+$2.2M
- Payoneer Global Inc.PAYO595,845 shares · 0.1% of their software · price −$1.7M$2.7MNew · +$4.4M
- Clear Secure, Inc.YOU91,836 shares · 0.1% of their software$2.5MNew · +$2.9M
- EVERTEC, Inc.EVTC51,475 shares · 0.1% of their software$2.1MNew · +$2.6M
- AppianAPPN32,007 shares · 0.1% of their software$1.9M−$8.1M
- Alarm.com Holdings, Inc.ALRM26,272 shares · 0.1% of their software$1.7M+$1.5M
- Immersion CorporationIMMR283,880 shares · 0.0% of their software$1.6M−$514K
- Remitly Global, Inc.RELY152,483 shares · 0.0% of their software · price −$1.6M$1.5MNew · +$3.1M
- i3 Verticals, Inc.IIIV53,200 shares · 0.0% of their software$1.5M−$1.3M
- eGain CorporationEGAN126,801 shares · 0.0% of their software$1.5MFlat
- SemrushSEMR114,496 shares · 0.0% of their software$1.4M—
- LiveRamp Holdings, Inc.RAMP34,854 shares · 0.0% of their software$1.3MNew · +$1.7M
- Donnelley Financial Solutions, Inc.DFIN37,783 shares · 0.0% of their software · price −$524K$1.3MNew · +$1.8M
- Rapid7RPD11,239 shares · 0.0% of their software$1.3M−$16.0M
- PDF Solutions, Inc.PDFS44,106 shares · 0.0% of their software$1.2M−$2.4M
- ProgressPRGS20,861 shares · 0.0% of their software$982K−$1.9M
- Materialise NVMTLS48,443 shares · 0.0% of their software$937K−$3.3M
- AvePointAVPT176,372 shares · 0.0% of their software$928K−$1.8M
- OneSpan Inc.OSPN63,272 shares · 0.0% of their software$914KFlat
- Ooma, Inc.OOMA60,510 shares · 0.0% of their software$907KFlat
- ACI WorldwideACIW27,797 shares · 0.0% of their software$875KNew · +$965K
- Rimini Street, Inc.RMNI138,600 shares · 0.0% of their software$804KFlat
- Riskified Ltd.RSKD129,520 shares · 0.0% of their software$782K−$2.0M
- DoubleVerifyDV28,910 shares · 0.0% of their software$728KNew · +$962K
- DHI Group, Inc.DHX119,241 shares · 0.0% of their software$709KFlat
- Allot Ltd.ALLT87,431 shares · 0.0% of their software$708K+$851K
- VTEXVTEX102,773 shares · 0.0% of their software$632KNew · +$1.1M
- Simulations PlusSLP12,319 shares · 0.0% of their software$628K−$1.7M
- SoundThinking, Inc.SSTI21,665 shares · 0.0% of their software$601KFlat
- Red Violet, Inc.RDVT19,472 shares · 0.0% of their software$555KFlat
- Ribbon Communications Inc.RBBN179,073 shares · 0.0% of their software · price −$530K$553KNew · +$1.1M
- Upbound Group, Inc.UPBD20,731 shares · 0.0% of their software$522KNew · +$996K
- Rackspace Technology, Inc.RXT43,700 shares · 0.0% of their software$488KNew · +$589K
- NetApp, Inc.NTAP5,148 shares · 0.0% of their software$427K−$5.8M
- AlkamiALKT28,825 shares · 0.0% of their software$412KFlat
- CommvaultCVLT6,017 shares · 0.0% of their software$399KNew · Flat
- CourseraCOUR16,200 shares · 0.0% of their software$373K−$1.5M
- Rekor Systems, Inc.REKR70,300 shares · 0.0% of their software$321K−$703K
- SPS CommerceSPSC1,997 shares · 0.0% of their software$262K−$4.5M
- Endava plcDAVA1,900 shares · 0.0% of their software$253K−$13.4M
- Intellicheck, Inc.IDN97,013 shares · 0.0% of their software$247KFlat
- Daily Journal CorporationDJCO697 shares · 0.0% of their software$217KFlat
- Kaltura, Inc.KLTR86,393 shares · 0.0% of their software$155KFlat
- Viant Technology Inc.DSP16,903 shares · 0.0% of their software$111K−$749K
- PowerFleet, Inc.AIOT19,122 shares · 0.0% of their software$57KFlat