Generalist · New York, NY
Two Sigma Investments
Q4 2022 · compared with Q3 2022
Filed as Two Sigma Investments, LP
- Software
- $2.9B
- Weight of 13F
- 9.8%
- Names
- 152
- Net bought
- +$49.3M
Filed 14 February 2023 · SEC filing.
2,669 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
- ZoomZM3,108,252 shares · 7.2% of their software · price −$18.2M$211M+$91.4M
- AdobeADBE612,081 shares · 7.0% of their software · price +$37.5M$206M−$72.0M
- DocuSignDOCU3,611,117 shares · 6.8% of their software · price +$7.0M$200M+$17.9M
- SalesforceCRM1,374,868 shares · 6.2% of their software · price −$15.5M$182M+$146M
- AutodeskADSK908,571 shares · 5.8% of their software$170M+$44.7M
- Palo Alto NetworksPANW1,119,350 shares · 5.3% of their software · price −$27.1M$156M+$69.1M
- MicrosoftMSFT506,200 shares · 4.1% of their software · price +$3.5M$121M−$130M
- TwilioTWLO2,384,405 shares · 4.0% of their software · price −$48.1M$117M+$70.0M
- Automatic Data Processing, Inc.ADP450,929 shares · 3.7% of their software · price +$5.7M$108M−$67.9M
- OracleORCL1,030,335 shares · 2.9% of their software · price +$21.3M$84.2M−$79.1M
- VeevaVEEV517,598 shares · 2.9% of their software · price −$1.8M$83.5M+$81.4M
- ServiceNowNOW183,916 shares · 2.4% of their software · price +$2.0M$71.4M+$45.4M
- SynopsysSNPS216,766 shares · 2.4% of their software · price +$3.0M$69.2M+$37.7M
- HubSpotHUBS225,593 shares · 2.2% of their software · price +$4.3M$65.2M+$24.6M
- PalantirPLTR9,796,274 shares · 2.1% of their software · price −$16.8M$62.9M−$28.2M
- CrowdStrikeCRWD531,206 shares · 1.9% of their software · price −$31.6M$55.9M+$77.2M
- UiPathPATH3,177,628 shares · 1.4% of their software$40.4M−$19.1M
- BoxBOX1,273,756 shares · 1.4% of their software · price +$8.6M$39.7M+$8.6M
- ZscalerZS326,220 shares · 1.2% of their software · price −$17.1M$36.5M+$20.2M
- PTCPTC278,581 shares · 1.1% of their software · price +$4.3M$33.4M+$25.0M
- FortinetFTNT679,003 shares · 1.1% of their software$33.2MNew · +$33.4M
- NetApp, Inc.NTAP547,746 shares · 1.1% of their software · price −$980K$32.9M−$23.2M
- VeriSign, Inc.VRSN154,962 shares · 1.1% of their software · price +$4.9M$31.8M+$26.5M
- PaylocityPCTY151,698 shares · 1.0% of their software · price −$7.2M$29.5MNew · +$36.6M
- StoneCo Ltd.STNE3,058,295 shares · 1.0% of their software$28.9M+$8.6M
- WorkdayWDAY167,131 shares · 1.0% of their software · price +$2.5M$28.0M−$13.4M
- GuidewireGWRE365,533 shares · 0.8% of their software$22.9M+$17.2M
- Fair IsaacFICO37,807 shares · 0.8% of their software · price +$7.1M$22.6M+$15.2M
- RingCentralRNG627,109 shares · 0.8% of their software · price −$2.9M$22.2M+$2.1M
- VaronisVRNS920,084 shares · 0.8% of their software · price −$2.4M$22.0M+$11.9M
- SnowflakeSNOW138,991 shares · 0.7% of their software · price −$3.7M$20.0M−$68.4M
- CloudflareNET426,818 shares · 0.7% of their software · price −$4.3M$19.3M+$10.3M
- DropboxDBX817,088 shares · 0.6% of their software · price +$1.4M$18.3MNew · +$16.9M
- AppLovinAPP1,676,548 shares · 0.6% of their software · price −$15.0M$17.7M+$26.9M
- DigitalOceanDOCN664,271 shares · 0.6% of their software · price −$7.1M$16.9M+$6.3M
- TeradataTDC489,265 shares · 0.6% of their software · price +$1.3M$16.5M+$13.7M
- MongoDBMDB79,084 shares · 0.5% of their software$15.6MNew · +$15.7M
- DynatraceDT404,356 shares · 0.5% of their software · price +$1.4M$15.5M+$2.7M
- VeriskVRSK87,737 shares · 0.5% of their software · price +$517K$15.5M+$10.7M
- Manhattan AssociatesMANH123,114 shares · 0.5% of their software · price −$1.4M$14.9M+$6.7M
- DoximityDOCS435,972 shares · 0.5% of their software · price +$1.5M$14.6MNew · +$13.2M
- CadenceCDNS85,997 shares · 0.5% of their software$13.8M−$97.4M
- FactSetFDS33,681 shares · 0.5% of their software$13.5MNew · +$13.5M
- Tyler TechnologiesTYL38,537 shares · 0.4% of their software · price −$967K$12.4M−$1.4M
- DLocal LimitedDLO731,773 shares · 0.4% of their software · price −$3.6M$11.4MNew · +$15.0M
- CommvaultCVLT174,689 shares · 0.4% of their software · price +$1.7M$11.0M+$7.8M
- Bentley SystemsBSY278,948 shares · 0.4% of their software · price +$1.8M$10.3M+$2.4M
- OpenTextOTEX344,600 shares · 0.3% of their software · price +$1.1M$10.2MFlat
- PaycomPAYC32,467 shares · 0.3% of their software · price −$639K$10.1M+$6.5M
- Bandwidth Inc.BAND431,110 shares · 0.3% of their software · price +$4.8M$9.9M+$1.1M
- QualysQLYS83,546 shares · 0.3% of their software · price −$2.3M$9.4M−$8.0M
- Cerence Inc.CRNC495,505 shares · 0.3% of their software · price +$1.4M$9.2MFlat
- Rapid7RPD260,788 shares · 0.3% of their software · price −$2.3M$8.9M+$1.8M
- ShopifySHOP253,230 shares · 0.3% of their software · price +$2.0M$8.8M−$6.6M
- Clear Secure, Inc.YOU313,671 shares · 0.3% of their software · price +$1.4M$8.6M+$2.0M
- FlywireFLYW345,786 shares · 0.3% of their software · price +$522K$8.5M+$1.1M
- DescartesDSGX119,142 shares · 0.3% of their software · price +$729K$8.3MFlat
- Gen DigitalGEN380,530 shares · 0.3% of their software$8.2M−$44.5M
- DatadogDDOG108,448 shares · 0.3% of their software · price −$1.7M$8.0MNew · +$9.6M
- Paychex, Inc.PAYX59,766 shares · 0.2% of their software$6.9M−$47.3M
- TrimbleTRMB134,883 shares · 0.2% of their software · price −$500K$6.8MFlat
- TenableTENB175,342 shares · 0.2% of their software · price +$587K$6.7M+$5.6M
- BlackBerry LimitedBB1,962,332 shares · 0.2% of their software · price −$2.8M$6.4M−$3.6M
- monday.comMNDY52,133 shares · 0.2% of their software$6.4MNew · +$5.9M
- DuolingoDUOL81,966 shares · 0.2% of their software · price −$2.0M$5.8M+$917K
- AkamaiAKAM65,052 shares · 0.2% of their software$5.5M+$5.0M
- OktaOKTA77,504 shares · 0.2% of their software · price +$888K$5.3M−$90.8M
- A10 Networks, Inc.ATEN281,615 shares · 0.2% of their software · price +$946K$4.7MNew · +$3.7M
- Payoneer Global Inc.PAYO841,683 shares · 0.2% of their software$4.6M−$4.4M
- Health CatalystHCAT359,901 shares · 0.1% of their software$3.8MFlat
- 8x8EGHT875,010 shares · 0.1% of their software$3.8M—
- Q2QTWO140,246 shares · 0.1% of their software · price −$748K$3.8M+$3.1M
- Immersion CorporationIMMR535,775 shares · 0.1% of their software · price +$825K$3.8M+$1.3M
- CourseraCOUR309,998 shares · 0.1% of their software$3.7MFlat
- Roper Technologies, Inc.ROP8,463 shares · 0.1% of their software · price +$613K$3.7M−$44.5M
- SchrödingerSDGR186,731 shares · 0.1% of their software · price −$1.2M$3.5M−$2.9M
- PegasystemsPEGA99,780 shares · 0.1% of their software$3.4M−$1.4M
- Amdocs LimitedDOX37,572 shares · 0.1% of their software$3.4MFlat
- FastlyFSLY412,531 shares · 0.1% of their software$3.4M−$15.1M
- ProgressPRGS65,978 shares · 0.1% of their software · price +$521K$3.3M+$1.7M
- NutanixNTNX113,430 shares · 0.1% of their software · price +$592K$3.0M−$10.2M
- ElasticESTC54,205 shares · 0.1% of their software · price −$1.1M$2.8MNew · +$3.9M
- LiveRamp Holdings, Inc.RAMP115,259 shares · 0.1% of their software · price +$609K$2.7M−$3.3M
- EVERTEC, Inc.EVTC81,979 shares · 0.1% of their software$2.7M−$3.9M
- Commerce.com, Inc.CMRC298,280 shares · 0.1% of their software · price −$1.8M$2.6M+$4.0M
- PhreesiaPHR80,384 shares · 0.1% of their software · price +$553K$2.6M−$3.4M
- Global-EGLBE124,861 shares · 0.1% of their software · price −$764K$2.6MNew · +$3.3M
- AppFolioAPPF22,662 shares · 0.1% of their software$2.4MNew · +$2.4M
- AsanaASAN170,261 shares · 0.1% of their software · price −$1.4M$2.3M−$29.5M
- Radware Ltd.RDWR116,852 shares · 0.1% of their software$2.3MFlat
- BlackLineBL34,290 shares · 0.1% of their software$2.3M+$1.8M
- JFrogFROG89,300 shares · 0.1% of their software$1.9M−$6.2M
- Repay Holdings CorporationRPAY219,799 shares · 0.1% of their software$1.8MFlat
- ProcorePCOR37,500 shares · 0.1% of their software$1.8M−$5.4M
- Agilysys, Inc.AGYS22,175 shares · 0.1% of their software · price +$528K$1.8MNew · +$1.2M
- Lyft, Inc.LYFT145,400 shares · 0.1% of their software$1.6MNew · +$1.9M
- AtlassianTEAM12,300 shares · 0.1% of their software · price −$1.0M$1.6MNew · +$2.6M
- F5, Inc.FFIV11,003 shares · 0.1% of their software$1.6MNew · +$1.6M
- Simulations PlusSLP42,510 shares · 0.1% of their software · price −$509K$1.6M+$784K
- YextYEXT225,822 shares · 0.1% of their software$1.5M−$3.0M
- NetScout Systems, Inc.NTCT44,823 shares · 0.0% of their software$1.5M+$887K
- PAR Technology CorporationPAR53,779 shares · 0.0% of their software$1.4M+$1.2M
- Endava plcDAVA18,100 shares · 0.0% of their software$1.4M+$956K
- LightspeedLSPD94,500 shares · 0.0% of their software$1.4M−$2.0M
- PagSeguro Digital Ltd.PAGS138,054 shares · 0.0% of their software · price −$620K$1.2MNew · +$1.8M
- OneSpan Inc.OSPN107,657 shares · 0.0% of their software$1.2MFlat
- Paysafe LimitedPSFE85,377 shares · 0.0% of their software · price +$1.1M$1.2MNew · Flat
- DomoDOMO81,020 shares · 0.0% of their software$1.2M—
- Agora, Inc.API289,584 shares · 0.0% of their software$1.1MFlat
- Shift4 Payments, Inc.FOUR20,021 shares · 0.0% of their software$1.1MNew · +$893K
- GoDaddyGDDY14,700 shares · 0.0% of their software$1.1MNew · +$1.0M
- DoceboDCBO33,000 shares · 0.0% of their software$1.1M−$1.5M
- Ooma, Inc.OOMA77,317 shares · 0.0% of their software$1.1MFlat
- MagniteMGNI97,039 shares · 0.0% of their software$1.0M−$2.0M
- Sportradar Group AGSRAD100,322 shares · 0.0% of their software$999KFlat
- Ribbon Communications Inc.RBBN345,549 shares · 0.0% of their software$964K+$501K
- Calix, Inc.CALX13,300 shares · 0.0% of their software$910K−$838K
- WEX Inc.WEX5,400 shares · 0.0% of their software$884KNew · +$685K
- PagerDutyPD32,911 shares · 0.0% of their software$874KFlat
- Adeia Inc.ADEA88,440 shares · 0.0% of their software$838KNew · +$543K
- Sabre CorporationSABR133,000 shares · 0.0% of their software$822KNew · +$685K
- The Trade DeskTTD17,649 shares · 0.0% of their software$791K−$528K
- DHI Group, Inc.DHX130,061 shares · 0.0% of their software$688KFlat
- C3.aiAI60,354 shares · 0.0% of their software$675K−$4.8M
- AmplitudeAMPL54,910 shares · 0.0% of their software$663KNew · +$849K
- PaymentusPAY80,910 shares · 0.0% of their software$648KFlat
- Telos CorporationTLS126,518 shares · 0.0% of their software$644K+$621K
- Materialise NVMTLS69,671 shares · 0.0% of their software$613KNew · +$746K
- Grab Holdings LimitedGRAB187,800 shares · 0.0% of their software$605KNew · Flat
- Mitek Systems, Inc.MITK56,471 shares · 0.0% of their software$547KFlat
- Red Violet, Inc.RDVT23,265 shares · 0.0% of their software$536KFlat
- SamsaraIOT42,901 shares · 0.0% of their software$533KNew · +$518K
- Cognyte Software Ltd.CGNT165,704 shares · 0.0% of their software$515KNew · +$669K
- Upbound Group, Inc.UPBD19,631 shares · 0.0% of their software$443KFlat
- Digital TurbineAPPS27,097 shares · 0.0% of their software$413KNew · Flat
- Alarm.com Holdings, Inc.ALRM8,100 shares · 0.0% of their software$401KNew · +$525K
- CS Disco, Inc.LAW61,532 shares · 0.0% of their software$389KFlat
- Kingsoft Cloud Holdings LimitedKC95,600 shares · 0.0% of their software$366KNew · Flat
- PDF Solutions, Inc.PDFS12,738 shares · 0.0% of their software$363KFlat
- FreshworksFRSH24,000 shares · 0.0% of their software$353KNew · Flat
- Euronet Worldwide, Inc.EEFT3,720 shares · 0.0% of their software$351KNew · Flat
- VTEXVTEX83,513 shares · 0.0% of their software$313KNew · Flat
- Allot Ltd.ALLT80,427 shares · 0.0% of their software$277KFlat
- IntuitINTU700 shares · 0.0% of their software$272K−$8.6M
- Zeta GlobalZETA29,000 shares · 0.0% of their software$237KNew · Flat
- BlackbaudBLKB3,800 shares · 0.0% of their software$224KNew · Flat
- Riskified Ltd.RSKD43,548 shares · 0.0% of their software$201KFlat
- Alight, Inc.ALIT21,700 shares · 0.0% of their software$181KNew · Flat
- Rackspace Technology, Inc.RXT46,100 shares · 0.0% of their software$136KFlat
- Intellicheck, Inc.IDN39,524 shares · 0.0% of their software$79KFlat
- Blend Labs, Inc.BLND45,100 shares · 0.0% of their software$65KNew · Flat
- HeartCore Enterprises, Inc.HTCR10,208 shares · 0.0% of their software$9KNew · Flat