Generalist · New York, NY
Two Sigma Investments
Q3 2022 · compared with Q2 2022
Filed as Two Sigma Investments, LP
- Software
- $3.0B
- Weight of 13F
- 10.6%
- Names
- 127
- Net bought
- +$411M
Filed 14 November 2022 · SEC filing.
2,355 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
- MicrosoftMSFT1,066,001 shares · 8.3% of their software · price −$25.5M$248M+$40.6M
- AdobeADBE873,598 shares · 8.1% of their software · price −$79.4M$240M+$93.6M
- DocuSignDOCU3,277,048 shares · 5.9% of their software · price −$12.8M$175M+$52.6M
- Automatic Data Processing, Inc.ADP751,074 shares · 5.7% of their software · price +$12.1M$170M+$34.0M
- OracleORCL2,326,097 shares · 4.8% of their software · price −$20.5M$142M−$73.3M
- ZoomZM1,866,252 shares · 4.6% of their software · price −$64.2M$137M−$5.8M
- AutodeskADSK669,067 shares · 4.2% of their software · price +$9.9M$125M−$1.2M
- Palo Alto NetworksPANW697,537 shares · 3.8% of their software · price −$230M$114M+$282M
- CadenceCDNS682,068 shares · 3.7% of their software · price +$9.1M$111M+$52.2M
- PalantirPLTR13,265,535 shares · 3.6% of their software · price −$12.5M$108M+$120M
- OktaOKTA1,674,333 shares · 3.2% of their software · price −$56.1M$95.2M+$121M
- TwilioTWLO1,372,242 shares · 3.2% of their software · price −$20.1M$94.9M+$46.0M
- SnowflakeSNOW541,450 shares · 3.1% of their software · price +$16.7M$92.0M+$24.9M
- UnityU1,879,738 shares · 2.0% of their software · price −$9.3M$59.9M+$55.5M
- UiPathPATH4,689,873 shares · 2.0% of their software · price −$26.2M$59.1M+$33.6M
- NetApp, Inc.NTAP923,579 shares · 1.9% of their software · price −$3.1M$57.1M−$18.4M
- Paychex, Inc.PAYX480,928 shares · 1.8% of their software · price −$798K$54.0M+$22.9M
- Gen DigitalGEN2,589,668 shares · 1.7% of their software · price −$4.7M$52.2M−$17.2M
- SalesforceCRM361,081 shares · 1.7% of their software · price −$7.7M$51.9MNew · +$59.6M
- Roper Technologies, Inc.ROP132,100 shares · 1.6% of their software · price −$4.6M$47.5M+$31.3M
- WorkdayWDAY255,175 shares · 1.3% of their software · price +$3.2M$38.8M−$67.0M
- HubSpotHUBS134,429 shares · 1.2% of their software · price −$4.1M$36.3M+$11.3M
- ZscalerZS203,261 shares · 1.1% of their software · price +$3.0M$33.4M+$22.4M
- AsanaASAN1,498,281 shares · 1.1% of their software · price +$7.0M$33.3M+$8.4M
- SAPSAP398,500 shares · 1.1% of their software · price −$3.8M$32.4M+$12.1M
- SynopsysSNPS93,393 shares · 1.0% of their software$28.5M−$6.7M
- Fiserv, Inc.FISV287,415 shares · 0.9% of their software · price +$1.3M$26.9M+$23.9M
- ServiceNowNOW63,714 shares · 0.8% of their software · price −$6.2M$24.1MNew · +$30.3M
- RingCentralRNG574,626 shares · 0.8% of their software · price −$7.1M$23.0M+$12.4M
- BoxBOX922,217 shares · 0.8% of their software · price −$692K$22.5M−$11.9M
- StoneCo Ltd.STNE2,160,919 shares · 0.7% of their software · price +$4.0M$20.6MFlat
- QualysQLYS141,088 shares · 0.7% of their software · price +$1.9M$19.7M+$6.9M
- FastlyFSLY2,062,763 shares · 0.6% of their software · price −$5.1M$18.9M+$680K
- DigitalOceanDOCN490,443 shares · 0.6% of their software · price −$2.5M$17.7M+$822K
- Strategy IncMSTR80,966 shares · 0.6% of their software · price +$3.9M$17.2M−$6.3M
- Tyler TechnologiesTYL42,464 shares · 0.5% of their software · price +$638K$14.8M−$18.8M
- ShopifySHOP498,230 shares · 0.5% of their software · price −$2.1M$13.4M−$21.9M
- CloudflareNET240,929 shares · 0.4% of their software · price +$2.8M$13.3M−$110M
- BlackBerry LimitedBB2,725,505 shares · 0.4% of their software · price −$1.9M$12.8M−$1.1M
- NutanixNTNX605,072 shares · 0.4% of their software · price +$3.8M$12.6M+$2.0M
- VaronisVRNS472,991 shares · 0.4% of their software · price −$1.3M$12.5M+$12.7M
- DynatraceDT327,783 shares · 0.4% of their software · price −$1.5M$11.4M+$2.7M
- CrowdStrikeCRWD62,554 shares · 0.3% of their software$10.3MNew · +$10.5M
- Manhattan AssociatesMANH72,534 shares · 0.3% of their software · price +$1.3M$9.6M+$1.9M
- Payoneer Global Inc.PAYO1,567,391 shares · 0.3% of their software · price +$3.3M$9.5M+$3.6M
- Rapid7RPD219,535 shares · 0.3% of their software · price −$5.2M$9.4M+$10.1M
- IntuitINTU22,853 shares · 0.3% of their software$8.9M−$21.9M
- OpenTextOTEX332,469 shares · 0.3% of their software · price −$3.8M$8.8M+$10.9M
- JFrogFROG368,553 shares · 0.3% of their software$8.1M−$2.4M
- DescartesDSGX121,797 shares · 0.3% of their software$7.7M−$7.7M
- Cerence Inc.CRNC484,734 shares · 0.3% of their software · price −$4.6M$7.6M+$2.9M
- SchrödingerSDGR302,416 shares · 0.3% of their software$7.6M+$1.7M
- TrimbleTRMB133,956 shares · 0.2% of their software · price −$530K$7.3MNew · +$7.8M
- ProcorePCOR145,712 shares · 0.2% of their software · price +$596K$7.2M+$3.8M
- DuolingoDUOL72,337 shares · 0.2% of their software · price +$556K$6.9MFlat
- FlywireFLYW298,847 shares · 0.2% of their software · price +$1.6M$6.9M−$2.5M
- WorkivaWK87,080 shares · 0.2% of their software · price +$1.0M$6.8M+$4.5M
- EVERTEC, Inc.EVTC206,648 shares · 0.2% of their software · price −$1.1M$6.5M+$5.7M
- Bentley SystemsBSY200,026 shares · 0.2% of their software · price −$542K$6.1MNew · +$6.7M
- AppLovinAPP295,991 shares · 0.2% of their software · price −$4.4M$5.8MNew · +$10.2M
- C3.aiAI444,474 shares · 0.2% of their software · price −$2.6M$5.6M−$8.1M
- PhreesiaPHR215,072 shares · 0.2% of their software$5.5M+$2.5M
- LiveRamp Holdings, Inc.RAMP296,216 shares · 0.2% of their software · price −$2.3M$5.4M+$6.8M
- GuidewireGWRE86,682 shares · 0.2% of their software · price −$816K$5.3MNew · +$6.2M
- Clear Secure, Inc.YOU226,409 shares · 0.2% of their software · price +$648K$5.2MNew · +$4.5M
- SS&CSSNC106,483 shares · 0.2% of their software · price −$1.1M$5.1M−$5.5M
- PegasystemsPEGA144,048 shares · 0.2% of their software · price −$2.3M$4.6MNew · +$6.9M
- VeriskVRSK25,136 shares · 0.1% of their software$4.3MNew · +$4.4M
- PaycomPAYC12,737 shares · 0.1% of their software · price +$635K$4.2M−$32.0M
- PTCPTC39,918 shares · 0.1% of their software$4.2MNew · +$4.2M
- Bandwidth Inc.BAND342,551 shares · 0.1% of their software · price −$2.4M$4.1M−$767K
- YextYEXT894,829 shares · 0.1% of their software$4.0M−$5.2M
- VeevaVEEV23,810 shares · 0.1% of their software · price −$790K$3.9M−$84.3M
- LightspeedLSPD208,824 shares · 0.1% of their software · price −$986K$3.7MNew · +$4.7M
- CourseraCOUR337,873 shares · 0.1% of their software · price −$1.1M$3.6M+$2.7M
- InterDigital, Inc.IDCC85,279 shares · 0.1% of their software · price −$1.7M$3.4M−$8.1M
- CertaraCERT247,089 shares · 0.1% of their software · price −$2.0M$3.3MNew · +$5.3M
- Amdocs LimitedDOX40,819 shares · 0.1% of their software$3.2M−$1.8M
- Health CatalystHCAT310,798 shares · 0.1% of their software · price −$1.5M$3.0M−$1.7M
- MagniteMGNI404,994 shares · 0.1% of their software · price −$936K$2.7M+$616K
- DoceboDCBO88,271 shares · 0.1% of their software$2.4M−$1.2M
- Radware Ltd.RDWR98,278 shares · 0.1% of their software$2.1MFlat
- Calix, Inc.CALX27,000 shares · 0.1% of their software · price +$729K$1.7M−$6.3M
- Repay Holdings CorporationRPAY233,907 shares · 0.1% of their software · price −$1.4M$1.7MNew · +$3.0M
- Immersion CorporationIMMR292,070 shares · 0.1% of their software$1.6MFlat
- The Trade DeskTTD26,493 shares · 0.1% of their software$1.6MNew · +$1.1M
- TeradataTDC47,852 shares · 0.0% of their software$1.5MNew · +$1.8M
- CommvaultCVLT27,698 shares · 0.0% of their software$1.5MFlat
- Q2QTWO44,530 shares · 0.0% of their software$1.4MNew · +$1.7M
- Simulations PlusSLP26,355 shares · 0.0% of their software$1.3MNew · +$1.3M
- Agora, Inc.API335,574 shares · 0.0% of their software · price −$987K$1.2M+$1.1M
- ProgressPRGS26,508 shares · 0.0% of their software$1.1M−$652K
- DomoDOMO59,855 shares · 0.0% of their software$1.1M—
- Sprout SocialSPT16,200 shares · 0.0% of their software$983K−$1.0M
- Ooma, Inc.OOMA74,834 shares · 0.0% of their software$920KFlat
- DHI Group, Inc.DHX157,156 shares · 0.0% of their software$845K−$580K
- OneSpan Inc.OSPN94,795 shares · 0.0% of their software$816K+$586K
- 8x8EGHT228,462 shares · 0.0% of their software$788K—
- Thryv Holdings, Inc.THRY30,100 shares · 0.0% of their software$687KNew · +$674K
- PDF Solutions, Inc.PDFS27,724 shares · 0.0% of their software$680K−$723K
- Red Violet, Inc.RDVT34,976 shares · 0.0% of their software$606KFlat
- MorningstarMORN2,700 shares · 0.0% of their software$573KNew · +$653K
- International Money Express, Inc.IMXI24,600 shares · 0.0% of their software$561K−$5.3M
- NetScout Systems, Inc.NTCT16,491 shares · 0.0% of their software$516KNew · +$558K
- TenableTENB14,800 shares · 0.0% of their software$515KFlat
- Telos CorporationTLS56,706 shares · 0.0% of their software$504K−$629K
- Endava plcDAVA6,241 shares · 0.0% of their software$503KNew · +$551K
- CS Disco, Inc.LAW46,100 shares · 0.0% of their software$461KNew · +$832K
- AppianAPPN10,711 shares · 0.0% of their software$437K−$6.1M
- Sportradar Group AGSRAD46,798 shares · 0.0% of their software$412KNew · Flat
- Fair IsaacFICO950 shares · 0.0% of their software$391KFlat
- PAR Technology CorporationPAR13,200 shares · 0.0% of their software$390K−$656K
- VeriSign, Inc.VRSN2,222 shares · 0.0% of their software$386K−$28.4M
- Commerce.com, Inc.CMRC26,000 shares · 0.0% of their software$385K−$1.7M
- PagerDutyPD15,000 shares · 0.0% of their software$346K−$3.1M
- PaymentusPAY33,681 shares · 0.0% of their software$327KNew · Flat
- Upbound Group, Inc.UPBD17,031 shares · 0.0% of their software$298KNew · Flat
- BlackLineBL4,500 shares · 0.0% of their software$270K−$3.0M
- Ribbon Communications Inc.RBBN119,795 shares · 0.0% of their software$266KFlat
- SprinklrCXM26,895 shares · 0.0% of their software$248KNew · Flat
- Riskified Ltd.RSKD61,574 shares · 0.0% of their software$243KNew · Flat
- AkamaiAKAM2,943 shares · 0.0% of their software$236KNew · Flat
- Mitek Systems, Inc.MITK22,440 shares · 0.0% of their software$206KFlat
- Allot Ltd.ALLT52,327 shares · 0.0% of their software$205KFlat
- Definitive HealthcareDH11,081 shares · 0.0% of their software$172KNew · Flat
- Rackspace Technology, Inc.RXT37,100 shares · 0.0% of their software$151KFlat
- Intellicheck, Inc.IDN47,924 shares · 0.0% of their software$121KFlat