Generalist · New York, NY
Two Sigma Investments
Q2 2022 · compared with Q1 2022
Filed as Two Sigma Investments, LP
- Software
- $3.1B
- Weight of 13F
- 10.9%
- Names
- 130
- Net bought
- +$2.2B
Filed 15 August 2022 · SEC filing.
2,346 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
- OracleORCL3,375,376 shares · 7.5% of their software · price −$43.4M$236MNew · +$279M
- MicrosoftMSFT907,729 shares · 7.4% of their software · price −$46.7M$233MNew · +$280M
- AdobeADBE617,784 shares · 7.2% of their software · price −$55.3M$226M+$131M
- ZoomZM1,919,662 shares · 6.6% of their software · price −$17.8M$207M−$14.9M
- DocuSignDOCU2,360,317 shares · 4.3% of their software · price −$117M$135M+$94.0M
- Automatic Data Processing, Inc.ADP589,237 shares · 3.9% of their software · price −$10.3M$124MNew · +$134M
- CloudflareNET2,749,540 shares · 3.8% of their software · price −$209M$120M+$201M
- AutodeskADSK675,907 shares · 3.7% of their software · price −$28.7M$116M+$58.7M
- Check PointCHKP863,915 shares · 3.3% of their software · price −$14.2M$105M−$18.2M
- WorkdayWDAY735,482 shares · 3.3% of their software · price −$73.5M$103M+$133M
- VeevaVEEV449,299 shares · 2.8% of their software · price −$6.5M$89.0M+$65.5M
- NetApp, Inc.NTAP1,205,837 shares · 2.5% of their software · price −$21.4M$78.7M+$99.7M
- Gen DigitalGEN3,373,864 shares · 2.4% of their software · price −$15.4M$74.1M+$79.9M
- TwilioTWLO823,598 shares · 2.2% of their software · price −$66.7M$69.0M−$6.2M
- CoStarCSGP1,085,875 shares · 2.1% of their software · price −$6.7M$65.6M+$25.1M
- Palo Alto NetworksPANW125,938 shares · 2.0% of their software · price −$16.2M$62.2M−$12.1M
- UiPathPATH2,841,078 shares · 1.6% of their software · price −$9.7M$51.7M+$29.0M
- SnowflakeSNOW362,723 shares · 1.6% of their software · price −$32.7M$50.4MNew · +$83.1M
- CadenceCDNS334,050 shares · 1.6% of their software · price −$4.8M$50.1M+$12.9M
- DatadogDDOG502,303 shares · 1.5% of their software · price −$28.2M$47.8M−$158M
- FortinetFTNT768,246 shares · 1.4% of their software · price −$219M$43.5M+$259M
- ShopifySHOP1,199,872 shares · 1.2% of their software · price −$774M$37.5M+$797M
- PaycomPAYC127,062 shares · 1.1% of their software · price −$8.4M$35.6M+$6.2M
- BoxBOX1,396,080 shares · 1.1% of their software · price −$5.5M$35.1M−$15.0M
- SynopsysSNPS115,383 shares · 1.1% of their software · price −$3.4M$35.0M+$13.0M
- Tyler TechnologiesTYL99,012 shares · 1.0% of their software · price −$11.1M$32.9MNew · +$44.0M
- Paychex, Inc.PAYX280,236 shares · 1.0% of their software · price −$6.3M$31.9MNew · +$38.2M
- IntuitINTU79,631 shares · 1.0% of their software · price −$7.6M$30.7M−$17.9M
- OktaOKTA338,534 shares · 1.0% of their software · price −$20.5M$30.6M+$6.6M
- HubSpotHUBS96,696 shares · 0.9% of their software · price −$16.9M$29.1M+$10.9M
- VeriSign, Inc.VRSN171,727 shares · 0.9% of their software · price −$9.5M$28.7M+$25.7M
- SAPSAP265,202 shares · 0.8% of their software · price −$5.4M$24.1M+$13.1M
- FastlyFSLY2,004,202 shares · 0.7% of their software · price −$11.6M$23.3M−$6.9M
- Roper Technologies, Inc.ROP52,829 shares · 0.7% of their software · price −$4.1M$20.8M+$21.3M
- Strategy IncMSTR119,290 shares · 0.6% of their software · price −$38.4M$19.6MNew · +$58.0M
- DigitalOceanDOCN470,574 shares · 0.6% of their software · price −$7.8M$19.5M−$15.3M
- AsanaASAN1,021,042 shares · 0.6% of their software · price −$22.9M$18.0M−$39.9M
- RingCentralRNG337,955 shares · 0.6% of their software · price −$22.0M$17.7MNew · +$39.6M
- StoneCo Ltd.STNE2,120,777 shares · 0.5% of their software · price −$8.5M$16.3M−$36.4M
- C3.aiAI886,225 shares · 0.5% of their software · price −$3.9M$16.2M−$15.0M
- BlackBerry LimitedBB2,929,448 shares · 0.5% of their software · price −$6.1M$15.8M+$16.6M
- DescartesDSGX246,635 shares · 0.5% of their software · price −$2.8M$15.3M−$1.3M
- Digital TurbineAPPS844,347 shares · 0.5% of their software · price −$22.2M$14.8MNew · +$37.0M
- DropboxDBX699,283 shares · 0.5% of their software · price −$1.6M$14.7M−$26.9M
- UnityU373,474 shares · 0.4% of their software · price −$23.3M$13.8MNew · +$37.1M
- InterDigital, Inc.IDCC217,748 shares · 0.4% of their software · price −$653K$13.2M+$7.6M
- ElasticESTC192,590 shares · 0.4% of their software · price −$4.1M$13.0M+$4.4M
- Lyft, Inc.LYFT926,033 shares · 0.4% of their software · price −$23.3M$12.3MNew · +$35.6M
- SS&CSSNC201,805 shares · 0.4% of their software · price −$3.4M$11.7M−$72.8M
- QualysQLYS86,225 shares · 0.3% of their software · price −$1.4M$10.9M−$13.0M
- DynatraceDT260,574 shares · 0.3% of their software · price −$2.0M$10.3M−$26.8M
- JFrogFROG483,048 shares · 0.3% of their software · price −$2.8M$10.2MFlat
- YextYEXT1,988,208 shares · 0.3% of their software · price −$4.2M$9.5M+$6.9M
- Cerence Inc.CRNC368,043 shares · 0.3% of their software · price −$4.0M$9.3M−$9.4M
- ZscalerZS53,227 shares · 0.3% of their software · price −$4.9M$8.0M−$34.4M
- FlywireFLYW440,514 shares · 0.2% of their software · price −$5.7M$7.8M+$10.8M
- Bandwidth Inc.BAND383,317 shares · 0.2% of their software · price −$5.2M$7.2M−$957K
- Calix, Inc.CALX210,780 shares · 0.2% of their software · price −$1.8M$7.2M+$3.7M
- NutanixNTNX470,763 shares · 0.2% of their software · price −$5.7M$6.9M+$7.7M
- DuolingoDUOL75,986 shares · 0.2% of their software · price −$574K$6.7MFlat
- AppianAPPN138,846 shares · 0.2% of their software · price −$1.9M$6.6M+$6.5M
- Manhattan AssociatesMANH55,680 shares · 0.2% of their software · price −$1.3M$6.4M−$6.2M
- SchrödingerSDGR236,845 shares · 0.2% of their software · price −$1.8M$6.3M−$2.9M
- Health CatalystHCAT426,616 shares · 0.2% of their software · price −$5.0M$6.2M+$7.6M
- WixWIX89,900 shares · 0.2% of their software · price −$3.5M$5.9M−$25.7M
- International Money Express, Inc.IMXI281,664 shares · 0.2% of their software$5.8M−$2.9M
- Amdocs LimitedDOX62,879 shares · 0.2% of their software$5.2M−$8.3M
- Rapid7RPD68,446 shares · 0.1% of their software · price −$3.0M$4.6M+$6.4M
- ZoomInfoZI116,398 shares · 0.1% of their software$3.9MNew
- DoceboDCBO130,361 shares · 0.1% of their software · price −$3.0M$3.7MSplit
- PagerDutyPD141,712 shares · 0.1% of their software · price −$1.3M$3.5M−$18.9M
- PagSeguro Digital Ltd.PAGS323,463 shares · 0.1% of their software · price −$3.2M$3.3M−$11.5M
- BlackLineBL49,420 shares · 0.1% of their software$3.3M−$10.6M
- A10 Networks, Inc.ATEN224,435 shares · 0.1% of their software$3.2M−$1.6M
- MagniteMGNI335,671 shares · 0.1% of their software · price −$1.5M$3.0M−$1.9M
- PaylocityPCTY16,786 shares · 0.1% of their software · price −$526K$2.9M−$9.0M
- GoDaddyGDDY40,995 shares · 0.1% of their software · price −$580K$2.9M−$56.5M
- PhreesiaPHR113,961 shares · 0.1% of their software$2.9MFlat
- ProcorePCOR61,400 shares · 0.1% of their software · price −$772K$2.8M−$4.6M
- Payoneer Global Inc.PAYO647,964 shares · 0.1% of their software$2.5MFlat
- 8x8EGHT479,164 shares · 0.1% of their software$2.5MNew
- F5, Inc.FFIV14,662 shares · 0.1% of their software · price −$820K$2.2MNew · +$3.1M
- SentinelOneS93,798 shares · 0.1% of their software · price −$1.4M$2.2M−$3.1M
- Commerce.com, Inc.CMRC130,250 shares · 0.1% of their software · price −$744K$2.1M−$11.9M
- CourseraCOUR145,247 shares · 0.1% of their software · price −$1.3M$2.1M+$3.0M
- Sprout SocialSPT33,500 shares · 0.1% of their software · price −$739K$1.9M−$18.6M
- EVERTEC, Inc.EVTC52,601 shares · 0.1% of their software$1.9MFlat
- Radware Ltd.RDWR86,541 shares · 0.1% of their software · price −$891K$1.9M−$1.0M
- ProgressPRGS40,902 shares · 0.1% of their software$1.9M+$944K
- Immersion CorporationIMMR323,826 shares · 0.1% of their software$1.7MFlat
- OpenTextOTEX43,606 shares · 0.1% of their software$1.7M−$14.8M
- Fiserv, Inc.FISV18,241 shares · 0.1% of their software$1.6MNew · +$1.8M
- CommvaultCVLT25,673 shares · 0.1% of their software$1.6M+$1.3M
- SPS CommerceSPSC13,224 shares · 0.0% of their software$1.5M+$1.5M
- FreshworksFRSH110,213 shares · 0.0% of their software · price −$526K$1.4MNew · +$2.0M
- FactSetFDS3,625 shares · 0.0% of their software$1.4M−$3.4M
- DHI Group, Inc.DHX273,772 shares · 0.0% of their software$1.4M+$919K
- PDF Solutions, Inc.PDFS61,319 shares · 0.0% of their software$1.3MFlat
- Zeta GlobalZETA289,986 shares · 0.0% of their software · price −$2.4M$1.3MNew · +$3.7M
- WorkivaWK19,252 shares · 0.0% of their software · price −$1.0M$1.3M−$12.5M
- VaronisVRNS41,090 shares · 0.0% of their software · price −$749K$1.2MNew · +$2.0M
- PAR Technology CorporationPAR30,700 shares · 0.0% of their software$1.2M−$2.6M
- Telos CorporationTLS134,573 shares · 0.0% of their software$1.1M−$3.4M
- Agora, Inc.API162,429 shares · 0.0% of their software · price −$547K$1.1M−$3.6M
- Ooma, Inc.OOMA85,596 shares · 0.0% of their software$1.0MFlat
- TenableTENB19,671 shares · 0.0% of their software$893K−$15.4M
- LiveRamp Holdings, Inc.RAMP31,158 shares · 0.0% of their software$804KFlat
- DomoDOMO27,815 shares · 0.0% of their software$773K—
- Mitek Systems, Inc.MITK74,383 shares · 0.0% of their software$687K−$3.0M
- Tucows Inc.TCX14,836 shares · 0.0% of their software$660KNew · +$1.0M
- Red Violet, Inc.RDVT32,466 shares · 0.0% of their software$618KFlat
- Rackspace Technology, Inc.RXT83,800 shares · 0.0% of their software$601KFlat
- OneSpan Inc.OSPN45,555 shares · 0.0% of their software$542KFlat
- Ribbon Communications Inc.RBBN169,001 shares · 0.0% of their software$514KFlat
- eGain CorporationEGAN51,830 shares · 0.0% of their software$505K−$868K
- Fair IsaacFICO1,150 shares · 0.0% of their software$461K−$5.8M
- Allot Ltd.ALLT92,883 shares · 0.0% of their software$454KFlat
- nCinoNCNO14,000 shares · 0.0% of their software$433KNew · +$574K
- NextNav Inc.NN187,361 shares · 0.0% of their software · price −$978K$425KNew · +$1.4M
- PalantirPLTR46,288 shares · 0.0% of their software$420KNew · +$636K
- Sabre CorporationSABR67,800 shares · 0.0% of their software$395K−$26.8M
- Veritone, Inc.VERI53,508 shares · 0.0% of their software · price −$629K$349KNew · +$978K
- Materialise NVMTLS24,840 shares · 0.0% of their software$338KFlat
- SoundThinking, Inc.SSTI9,792 shares · 0.0% of their software$264KFlat
- Agilysys, Inc.AGYS4,800 shares · 0.0% of their software$227KNew · Flat
- Intellicheck, Inc.IDN84,637 shares · 0.0% of their software$171KFlat
- Rimini Street, Inc.RMNI18,800 shares · 0.0% of their software$113K−$695K
- Rekor Systems, Inc.REKR54,108 shares · 0.0% of their software$95KFlat
- Kaltura, Inc.KLTR45,822 shares · 0.0% of their software$91KFlat
- SoundHound AI, Inc.SOUN13,516 shares · 0.0% of their software$36KNew · Flat