Generalist · New York, NY
Two Sigma Investments
Q1 2023 · compared with Q4 2022
Filed as Two Sigma Investments, LP
- Software
- $2.7B
- Weight of 13F
- 8.4%
- Names
- 171
- Net bought
- −$601M
Filed 15 May 2023 · SEC filing.
Call exposure on these names is $3.4M across 1 line. Calls are not in the stock total.
2,796 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
- ZoomZM3,128,063 shares · 8.6% of their software · price +$19.1M$231MFlat
- Automatic Data Processing, Inc.ADP773,483 shares · 6.4% of their software · price −$12.6M$172M+$77.0M
- VeriskVRSK858,957 shares · 6.1% of their software · price +$13.3M$165M+$136M
- DocuSignDOCU2,775,187 shares · 6.0% of their software · price +$8.0M$162M−$46.3M
- AutodeskADSK524,223 shares · 4.0% of their software · price +$11.2M$109M−$71.8M
- TwilioTWLO1,465,598 shares · 3.6% of their software · price +$25.9M$97.7M−$45.0M
- DatadogDDOG1,149,388 shares · 3.1% of their software · price −$965K$83.5M+$76.5M
- CloudflareNET1,344,914 shares · 3.1% of their software · price +$22.1M$82.9M+$41.5M
- VeevaVEEV373,089 shares · 2.5% of their software · price +$8.4M$68.6M−$23.3M
- PaylocityPCTY320,479 shares · 2.4% of their software · price +$1.4M$63.7M+$32.8M
- PalantirPLTR7,482,581 shares · 2.3% of their software · price +$15.2M$63.2M−$14.9M
- ZscalerZS530,224 shares · 2.3% of their software · price +$2.6M$61.9M+$22.8M
- VeriSign, Inc.VRSN269,201 shares · 2.1% of their software · price +$1.6M$56.9M+$23.5M
- UiPathPATH2,769,695 shares · 1.8% of their software · price +$13.4M$48.6M−$5.2M
- C3.aiAI1,435,097 shares · 1.8% of their software · price +$32.1M$48.2M+$15.4M
- AkamaiAKAM611,537 shares · 1.8% of their software · price −$3.7M$47.9M+$46.1M
- monday.comMNDY317,147 shares · 1.7% of their software · price +$6.6M$45.3M+$32.3M
- AtlassianTEAM263,315 shares · 1.7% of their software · price +$11.2M$45.1M+$32.3M
- DynatraceDT1,045,582 shares · 1.6% of their software · price +$4.2M$44.2M+$24.6M
- DuolingoDUOL310,113 shares · 1.6% of their software · price +$22.2M$44.2M+$16.2M
- CrowdStrikeCRWD300,111 shares · 1.5% of their software · price +$9.6M$41.2M−$24.3M
- Paychex, Inc.PAYX334,826 shares · 1.4% of their software$38.4M+$31.8M
- Shift4 Payments, Inc.FOUR494,546 shares · 1.4% of their software · price +$9.8M$37.5M+$26.5M
- StoneCo Ltd.STNE3,380,079 shares · 1.2% of their software$32.2M+$3.0M
- AsanaASAN1,498,311 shares · 1.2% of their software · price +$11.0M$31.7M+$18.3M
- FastlyFSLY1,774,937 shares · 1.2% of their software · price +$17.0M$31.5M+$11.2M
- VaronisVRNS1,102,743 shares · 1.1% of their software · price +$2.3M$28.7M+$4.4M
- FactSetFDS65,463 shares · 1.0% of their software · price +$909K$27.2M+$12.8M
- AppLovinAPP1,719,762 shares · 1.0% of their software · price +$9.0M$27.1MFlat
- SamsaraIOT1,270,867 shares · 0.9% of their software · price +$9.3M$25.1M+$15.3M
- Strategy IncMSTR80,377 shares · 0.9% of their software · price +$12.1M$23.5MNew · +$11.4M
- NetApp, Inc.NTAP354,423 shares · 0.8% of their software · price +$1.3M$22.6M−$11.6M
- FortinetFTNT332,696 shares · 0.8% of their software · price +$5.8M$22.1M−$16.9M
- ShopifySHOP419,130 shares · 0.7% of their software · price +$5.5M$20.1M+$5.8M
- DigitalOceanDOCN478,903 shares · 0.7% of their software · price +$6.6M$18.8M−$4.7M
- DescartesDSGX200,892 shares · 0.6% of their software · price +$2.2M$16.2M+$5.7M
- HubSpotHUBS37,631 shares · 0.6% of their software · price +$5.3M$16.1M−$54.3M
- TrimbleTRMB304,468 shares · 0.6% of their software · price +$566K$16.0M+$8.6M
- Lyft, Inc.LYFT1,647,095 shares · 0.6% of their software · price −$2.9M$15.3M+$16.5M
- Palo Alto NetworksPANW73,605 shares · 0.5% of their software · price +$4.4M$14.7M−$146M
- PaycomPAYC46,534 shares · 0.5% of their software$14.1M+$4.4M
- Global-EGLBE411,758 shares · 0.5% of their software · price +$4.8M$13.3M+$5.9M
- ZoomInfoZI514,651 shares · 0.5% of their software$12.7MNew
- Payoneer Global Inc.PAYO1,982,364 shares · 0.5% of their software · price +$1.6M$12.4M+$6.2M
- TeradataTDC299,617 shares · 0.4% of their software · price +$2.0M$12.1M−$6.4M
- Clear Secure, Inc.YOU454,765 shares · 0.4% of their software · price −$573K$11.9M+$3.9M
- SentinelOneS717,305 shares · 0.4% of their software · price +$1.3M$11.7MNew · +$10.5M
- Manhattan AssociatesMANH71,979 shares · 0.4% of their software · price +$2.4M$11.1M−$6.2M
- PagerDutyPD316,684 shares · 0.4% of their software · price +$2.7M$11.1M+$7.5M
- DoubleVerifyDV315,967 shares · 0.4% of their software · price +$2.6M$9.5MNew · +$6.9M
- BoxBOX351,797 shares · 0.3% of their software · price −$1.5M$9.4M−$28.7M
- FlywireFLYW318,051 shares · 0.3% of their software · price +$1.6M$9.3M−$679K
- SynopsysSNPS24,021 shares · 0.3% of their software · price +$1.6M$9.3M−$61.5M
- BlackBerry LimitedBB1,905,844 shares · 0.3% of their software · price +$2.5M$8.7MFlat
- PagSeguro Digital Ltd.PAGS986,300 shares · 0.3% of their software$8.5M+$7.4M
- F5, Inc.FFIV56,493 shares · 0.3% of their software$8.2M+$6.5M
- Calix, Inc.CALX152,921 shares · 0.3% of their software · price −$2.3M$8.2M+$9.6M
- WorkivaWK77,529 shares · 0.3% of their software · price +$1.4M$7.9MNew · +$6.5M
- DLocal LimitedDLO484,042 shares · 0.3% of their software$7.9M−$3.9M
- QualysQLYS60,319 shares · 0.3% of their software · price +$1.1M$7.8M−$2.6M
- SnowflakeSNOW50,010 shares · 0.3% of their software · price +$538K$7.7M−$12.8M
- A10 Networks, Inc.ATEN438,743 shares · 0.3% of their software · price −$500K$6.8M+$2.6M
- Cerence Inc.CRNC231,421 shares · 0.2% of their software · price +$2.2M$6.5M−$4.9M
- RingCentralRNG211,107 shares · 0.2% of their software · price −$999K$6.5M−$14.7M
- Rapid7RPD140,200 shares · 0.2% of their software · price +$1.7M$6.4M−$4.1M
- LiveRamp Holdings, Inc.RAMP284,804 shares · 0.2% of their software$6.2M+$4.0M
- InterDigital, Inc.IDCC85,030 shares · 0.2% of their software · price +$2.0M$6.2MNew · +$4.2M
- LightspeedLSPD399,906 shares · 0.2% of their software$6.1M+$4.4M
- Bandwidth Inc.BAND380,838 shares · 0.2% of their software · price −$3.0M$5.8M−$1.2M
- Roper Technologies, Inc.ROP13,099 shares · 0.2% of their software$5.8M+$2.0M
- Q2QTWO221,725 shares · 0.2% of their software$5.5M+$2.2M
- TenableTENB114,094 shares · 0.2% of their software · price +$1.1M$5.4M−$2.3M
- PhreesiaPHR167,696 shares · 0.2% of their software$5.4M+$2.8M
- PegasystemsPEGA109,647 shares · 0.2% of their software · price +$1.6M$5.3MFlat
- SprinklrCXM401,144 shares · 0.2% of their software · price +$1.9M$5.2MNew · +$3.3M
- Tyler TechnologiesTYL14,514 shares · 0.2% of their software$5.1M−$7.7M
- JFrogFROG260,794 shares · 0.2% of their software$5.1M+$3.7M
- Health CatalystHCAT420,479 shares · 0.2% of their software$4.9M+$644K
- PAR Technology CorporationPAR135,735 shares · 0.2% of their software · price +$1.1M$4.6M+$2.1M
- WixWIX44,444 shares · 0.2% of their software · price +$1.0M$4.4MNew · +$3.4M
- PDF Solutions, Inc.PDFS103,645 shares · 0.2% of their software · price +$1.4M$4.4M+$2.6M
- Immersion CorporationIMMR478,569 shares · 0.2% of their software · price +$914K$4.3MFlat
- BroadridgeBR28,065 shares · 0.2% of their software$4.1MNew · +$3.8M
- ElasticESTC65,604 shares · 0.1% of their software$3.8M+$587K
- Paysafe LimitedPSFE219,323 shares · 0.1% of their software · price +$741K$3.8M+$1.9M
- MongoDBMDB14,913 shares · 0.1% of their software · price +$541K$3.5M−$12.6M
- Agilysys, Inc.AGYS38,242 shares · 0.1% of their software$3.2M+$1.3M
- Asure Software, Inc.ASUR209,948 shares · 0.1% of their software · price +$1.1M$3.0MNew · +$2.0M
- VertexVERX135,965 shares · 0.1% of their software · price +$840K$2.8MNew · +$2.0M
- 8x8EGHT658,118 shares · 0.1% of their software$2.7M—
- AppFolioAPPF21,989 shares · 0.1% of their software$2.7MFlat
- YextYEXT281,856 shares · 0.1% of their software · price +$868K$2.7MFlat
- Definitive HealthcareDH246,220 shares · 0.1% of their software$2.5MNew · +$2.7M
- Commerce.com, Inc.CMRC280,147 shares · 0.1% of their software$2.5MFlat
- GuidewireGWRE29,700 shares · 0.1% of their software · price +$579K$2.4M−$21.0M
- CommvaultCVLT39,670 shares · 0.1% of their software$2.3M−$8.5M
- Alarm.com Holdings, Inc.ALRM43,560 shares · 0.1% of their software$2.2M+$1.8M
- EVERTEC, Inc.EVTC62,760 shares · 0.1% of their software$2.1M−$622K
- SalesforceCRM10,600 shares · 0.1% of their software · price +$712K$2.1M−$181M
- CadenceCDNS9,800 shares · 0.1% of their software$2.1M−$12.2M
- Fair IsaacFICO2,863 shares · 0.1% of their software$2.0M−$20.9M
- DoceboDCBO49,337 shares · 0.1% of their software$2.0M+$541K
- ServiceNowNOW4,200 shares · 0.1% of their software$2.0M−$69.8M
- Bentley SystemsBSY44,323 shares · 0.1% of their software$1.9M−$8.7M
- Simulations PlusSLP43,152 shares · 0.1% of their software$1.9MFlat
- WorkdayWDAY9,100 shares · 0.1% of their software$1.9M−$26.4M
- MagniteMGNI192,262 shares · 0.1% of their software$1.8M+$1.0M
- Donnelley Financial Solutions, Inc.DFIN42,900 shares · 0.1% of their software$1.8MNew · +$1.7M
- Endava plcDAVA25,739 shares · 0.1% of their software$1.7M+$584K
- OracleORCL18,600 shares · 0.1% of their software$1.7M−$82.7M
- Alight, Inc.ALIT177,500 shares · 0.1% of their software$1.6M+$1.3M
- AdobeADBE4,200 shares · 0.1% of their software$1.6M−$205M
- Adeia Inc.ADEA177,727 shares · 0.1% of their software$1.6M+$846K
- N-ableNABL117,270 shares · 0.1% of their software$1.5MNew · +$1.2M
- DoximityDOCS47,800 shares · 0.1% of their software$1.5M−$13.0M
- WEX Inc.WEX8,400 shares · 0.1% of their software$1.5MFlat
- PTCPTC11,932 shares · 0.1% of their software$1.5M−$32.0M
- Repay Holdings CorporationRPAY230,929 shares · 0.1% of their software$1.5MFlat
- Radware Ltd.RDWR68,849 shares · 0.1% of their software$1.5M−$948K
- MorningstarMORN7,300 shares · 0.1% of their software$1.5MNew · +$1.6M
- GoDaddyGDDY18,600 shares · 0.1% of their software$1.4MFlat
- OpenTextOTEX37,100 shares · 0.1% of their software$1.4M−$9.1M
- International Money Express, Inc.IMXI54,062 shares · 0.1% of their software$1.4MNew · +$1.3M
- Ribbon Communications Inc.RBBN405,990 shares · 0.1% of their software$1.4MFlat
- Clearwater AnalyticsCWAN85,836 shares · 0.1% of their software$1.4MNew
- Kingsoft Cloud Holdings LimitedKC154,000 shares · 0.1% of their software · price +$779K$1.4MFlat
- SemrushSEMR133,508 shares · 0.0% of their software$1.3MNew
- Materialise NVMTLS157,449 shares · 0.0% of their software$1.3M+$772K
- Rackspace Technology, Inc.RXT649,162 shares · 0.0% of their software · price −$695K$1.2M+$1.8M
- ProcorePCOR18,400 shares · 0.0% of their software$1.2M−$901K
- Ooma, Inc.OOMA91,011 shares · 0.0% of their software$1.1MFlat
- OktaOKTA12,900 shares · 0.0% of their software$1.1M−$4.4M
- Zeta GlobalZETA99,596 shares · 0.0% of their software$1.1M+$577K
- FreshworksFRSH69,400 shares · 0.0% of their software$1.1M+$668K
- CoStarCSGP14,560 shares · 0.0% of their software$1.0MNew · +$1.1M
- Sabre CorporationSABR228,000 shares · 0.0% of their software$978K+$587K
- ACI WorldwideACIW35,100 shares · 0.0% of their software$947KNew · +$807K
- Intapp, Inc.INTA19,200 shares · 0.0% of their software$861KNew · Flat
- Sprout SocialSPT14,121 shares · 0.0% of their software$860KNew · +$797K
- Remitly Global, Inc.RELY49,505 shares · 0.0% of their software$839KNew · +$567K
- CertaraCERT33,700 shares · 0.0% of their software$813KNew · +$542K
- NetScout Systems, Inc.NTCT28,094 shares · 0.0% of their software$805K−$544K
- CourseraCOUR68,009 shares · 0.0% of their software$783K−$2.9M
- Telos CorporationTLS306,254 shares · 0.0% of their software · price −$784K$775K+$915K
- DropboxDBX35,718 shares · 0.0% of their software$772K−$17.5M
- Grab Holdings LimitedGRAB254,800 shares · 0.0% of their software$767KFlat
- SchrödingerSDGR23,600 shares · 0.0% of their software$621K−$3.0M
- Agora, Inc.API171,157 shares · 0.0% of their software$620KFlat
- DomoDOMO43,494 shares · 0.0% of their software$617K—
- CS Disco, Inc.LAW88,143 shares · 0.0% of their software$585KFlat
- BlackbaudBLKB8,100 shares · 0.0% of their software$561KFlat
- Riskified Ltd.RSKD92,923 shares · 0.0% of their software$524KFlat
- BlackLineBL7,800 shares · 0.0% of their software$524K−$1.8M
- Sportradar Group AGSRAD34,980 shares · 0.0% of their software$407K−$651K
- DHI Group, Inc.DHX103,733 shares · 0.0% of their software$402KFlat
- Mitek Systems, Inc.MITK39,419 shares · 0.0% of their software$378KFlat
- Red Violet, Inc.RDVT18,965 shares · 0.0% of their software$334KFlat
- VTEXVTEX85,589 shares · 0.0% of their software$329KFlat
- IntuitINTU700 shares · 0.0% of their software$312KFlat
- SPS CommerceSPSC1,700 shares · 0.0% of their software$259KNew · Flat
- AppianAPPN5,437 shares · 0.0% of their software$241KNew · Flat
- Euronet Worldwide, Inc.EEFT2,100 shares · 0.0% of their software$235KFlat
- PaymentusPAY23,046 shares · 0.0% of their software$204KFlat
- eGain CorporationEGAN25,031 shares · 0.0% of their software$190KNew · Flat
- CCC Intelligent Solutions Holdings Inc.CCC14,867 shares · 0.0% of their software$133KNew · Flat
- Cognyte Software Ltd.CGNT38,500 shares · 0.0% of their software$131KFlat
- Rimini Street, Inc.RMNI27,359 shares · 0.0% of their software$113KNew · Flat
- Intellicheck, Inc.IDN36,962 shares · 0.0% of their software$92KFlat
- GigaCloud Technology Inc.GCT11,993 shares · 0.0% of their software$76KNew · Flat
- Allot Ltd.ALLT17,942 shares · 0.0% of their software$48KFlat
- Blend Labs, Inc.BLND45,100 shares · 0.0% of their software$45KFlat