Generalist · New York, NY
Two Sigma Investments
Q1 2024 · compared with Q4 2023
Filed as Two Sigma Investments, LP
- Software
- $4.0B
- Weight of 13F
- 10.1%
- Names
- 184
- Net bought
- −$853M
Filed 15 May 2024 · SEC filing.
2,860 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
- CrowdStrikeCRWD784,102 shares · 6.3% of their software · price +$51.2M$251M+$39.5M
- Uber Technologies, Inc.UBER2,664,871 shares · 5.1% of their software · price +$41.1M$205M+$114M
- ZscalerZS1,051,208 shares · 5.0% of their software · price −$30.4M$202M+$146M
- ZoomZM2,845,845 shares · 4.6% of their software · price −$18.6M$186M+$2.4M
- ServiceNowNOW235,413 shares · 4.5% of their software · price +$13.2M$179M+$110M
- CloudflareNET1,817,647 shares · 4.4% of their software · price +$24.7M$176M−$24.2M
- MicrosoftMSFT416,918 shares · 4.4% of their software · price +$18.6M$175M−$122M
- Block, Inc.XYZ1,822,800 shares · 3.8% of their software · price +$13.2M$154M−$98.4M
- Lyft, Inc.LYFT7,946,495 shares · 3.8% of their software · price +$34.6M$154M+$11.7M
- AppLovinAPP2,194,268 shares · 3.8% of their software · price +$64.4M$152M−$14.8M
- DatadogDDOG1,046,981 shares · 3.2% of their software · price +$2.3M$129M+$11.3M
- DuolingoDUOL490,128 shares · 2.7% of their software · price −$3.1M$108M−$18.0M
- UnityU3,481,146 shares · 2.3% of their software · price −$49.4M$92.9M−$74.1M
- NutanixNTNX1,489,371 shares · 2.3% of their software · price +$20.9M$91.9M+$54.4M
- DocuSignDOCU1,541,033 shares · 2.3% of their software$91.8M−$78.4M
- VeriskVRSK349,399 shares · 2.1% of their software · price −$1.1M$82.4M+$81.4M
- SnowflakeSNOW509,344 shares · 2.1% of their software · price −$19.0M$82.3M−$140M
- FortinetFTNT1,199,124 shares · 2.0% of their software · price +$11.7M$81.9M−$128M
- PalantirPLTR3,325,925 shares · 1.9% of their software · price +$19.4M$76.5M+$55.2M
- AtlassianTEAM389,994 shares · 1.9% of their software · price −$16.7M$76.1M+$68.4M
- PaycomPAYC355,301 shares · 1.8% of their software · price −$2.7M$70.7M+$65.5M
- GoDaddyGDDY508,673 shares · 1.5% of their software · price +$6.4M$60.4M+$39.7M
- UiPathPATH2,391,254 shares · 1.4% of their software · price −$5.2M$54.2M−$141M
- ElasticESTC528,732 shares · 1.3% of their software · price −$6.6M$53.0M−$19.8M
- ZoomInfoZI3,304,673 shares · 1.3% of their software$53.0M—
- SamsaraIOT1,370,600 shares · 1.3% of their software · price +$6.0M$51.8M−$68.3M
- PTCPTC272,006 shares · 1.3% of their software · price +$3.8M$51.4M−$34.6M
- SynopsysSNPS88,786 shares · 1.3% of their software · price +$5.0M$50.7M−$25.0M
- AkamaiAKAM453,023 shares · 1.2% of their software · price −$4.3M$49.3M+$51.3M
- SentinelOneS1,901,535 shares · 1.1% of their software · price −$7.9M$44.3M−$45.4M
- Automatic Data Processing, Inc.ADP176,883 shares · 1.1% of their software · price +$3.0M$44.2M−$76.1M
- StoneCo Ltd.STNE2,335,937 shares · 1.0% of their software · price −$3.3M$38.8M−$40.6M
- Amdocs LimitedDOX423,617 shares · 1.0% of their software · price +$1.1M$38.3M+$12.8M
- ToastTOST1,532,480 shares · 1.0% of their software · price +$10.2M$38.2M−$25.9M
- OktaOKTA340,832 shares · 0.9% of their software · price +$4.8M$35.7M+$24.9M
- monday.comMNDY124,276 shares · 0.7% of their software · price +$4.7M$28.1M−$57.4M
- Manhattan AssociatesMANH104,126 shares · 0.6% of their software · price +$3.6M$26.1M+$5.9M
- VeevaVEEV95,246 shares · 0.5% of their software · price +$3.7M$22.1M−$6.5M
- RingCentralRNG634,883 shares · 0.5% of their software · price +$502K$22.1M+$3.8M
- VeriSign, Inc.VRSN113,549 shares · 0.5% of their software · price −$1.9M$21.5M+$5.7M
- OracleORCL144,659 shares · 0.5% of their software · price +$2.9M$18.2M−$11.8M
- SS&CSSNC257,394 shares · 0.4% of their software · price +$839K$16.6M+$6.2M
- DescartesDSGX173,258 shares · 0.4% of their software · price +$1.3M$15.9M−$12.5M
- Payoneer Global Inc.PAYO3,089,432 shares · 0.4% of their software · price −$1.1M$15.0M−$2.8M
- GitLabGTLB249,163 shares · 0.4% of their software · price −$1.2M$14.5M−$63.3M
- Cellebrite DI Ltd.CLBT1,227,157 shares · 0.3% of their software · price +$3.0M$13.6M−$620K
- CommvaultCVLT121,495 shares · 0.3% of their software · price +$2.6M$12.3M−$4.1M
- JFrogFROG226,935 shares · 0.3% of their software · price +$2.2M$10.0M−$6.6M
- Sabre CorporationSABR4,017,717 shares · 0.2% of their software · price −$8.0M$9.7M−$2.6M
- Fair IsaacFICO7,451 shares · 0.2% of their software · price +$638K$9.3M−$16.3M
- Clear Secure, Inc.YOU390,850 shares · 0.2% of their software$8.3M+$7.0M
- DoceboDCBO157,219 shares · 0.2% of their software$7.7M+$1.2M
- KlaviyoKVYO270,197 shares · 0.2% of their software · price −$621K$6.9M+$2.0M
- TenableTENB137,835 shares · 0.2% of their software$6.8M+$981K
- HubSpotHUBS10,700 shares · 0.2% of their software$6.7M−$7.2M
- ProgressPRGS125,454 shares · 0.2% of their software$6.7M+$2.2M
- VertexVERX208,040 shares · 0.2% of their software · price +$1.0M$6.6M−$1.4M
- WixWIX45,799 shares · 0.2% of their software · price +$662K$6.3M−$31.5M
- WorkdayWDAY22,565 shares · 0.2% of their software$6.2M+$3.7M
- ShopifySHOP79,679 shares · 0.2% of their software$6.1M−$6.6M
- Grab Holdings LimitedGRAB1,904,972 shares · 0.1% of their software$6.0M−$4.5M
- InterDigital, Inc.IDCC55,958 shares · 0.1% of their software$6.0M+$3.6M
- Paysafe LimitedPSFE374,942 shares · 0.1% of their software · price +$1.1M$5.9MFlat
- Bandwidth Inc.BAND295,688 shares · 0.1% of their software · price +$1.1M$5.4M+$1.8M
- NetApp, Inc.NTAP50,893 shares · 0.1% of their software · price +$856K$5.3M−$18.8M
- DLocal LimitedDLO349,840 shares · 0.1% of their software · price −$1.0M$5.1M−$7.5M
- BILLBILL72,694 shares · 0.1% of their software · price −$936K$5.0M+$4.0M
- N-ableNABL368,025 shares · 0.1% of their software$4.8MFlat
- BackblazeBLZE457,289 shares · 0.1% of their software · price +$1.2M$4.7M+$2.0M
- VTEXVTEX556,889 shares · 0.1% of their software · price +$718K$4.5MFlat
- CCC Intelligent Solutions Holdings Inc.CCC365,432 shares · 0.1% of their software$4.4M+$3.8M
- VaronisVRNS92,438 shares · 0.1% of their software$4.4M−$15.2M
- Digital TurbineAPPS1,653,159 shares · 0.1% of their software · price −$7.0M$4.3M+$5.5M
- Paychex, Inc.PAYX33,772 shares · 0.1% of their software$4.1M−$26.5M
- PAR Technology CorporationPAR84,908 shares · 0.1% of their software$3.9MFlat
- FactSetFDS8,100 shares · 0.1% of their software$3.7M−$8.9M
- i3 Verticals, Inc.IIIV158,888 shares · 0.1% of their software$3.6M+$889K
- AppianAPPN89,120 shares · 0.1% of their software$3.6M+$1.1M
- 8x8EGHT1,308,721 shares · 0.1% of their software$3.5M—
- Donnelley Financial Solutions, Inc.DFIN56,270 shares · 0.1% of their software$3.5M+$2.5M
- PegasystemsPEGA53,790 shares · 0.1% of their software · price +$849K$3.5M−$800K
- Blend Labs, Inc.BLND1,054,438 shares · 0.1% of their software · price +$738K$3.4M+$2.0M
- FreshworksFRSH180,820 shares · 0.1% of their software · price −$955K$3.3M−$3.6M
- Repay Holdings CorporationRPAY272,943 shares · 0.1% of their software · price +$671K$3.0MFlat
- BoxBOX102,310 shares · 0.1% of their software$2.9M−$1.2M
- DynatraceDT60,440 shares · 0.1% of their software$2.8M+$992K
- AsanaASAN167,374 shares · 0.1% of their software · price −$589K$2.6MFlat
- AppFolioAPPF9,251 shares · 0.1% of their software · price +$680K$2.3M−$5.6M
- Full Truck Alliance Co. Ltd.YMM309,643 shares · 0.1% of their software$2.3MNew · +$2.2M
- Rapid7RPD45,400 shares · 0.1% of their software$2.2MFlat
- Calix, Inc.CALX65,994 shares · 0.1% of their software · price −$695K$2.2M+$1.7M
- TrimbleTRMB33,313 shares · 0.1% of their software$2.1M−$860K
- WorkivaWK24,900 shares · 0.1% of their software$2.1M−$2.9M
- MorningstarMORN6,800 shares · 0.1% of their software$2.1MFlat
- Palo Alto NetworksPANW7,209 shares · 0.1% of their software$2.0MFlat
- Clearwater AnalyticsCWAN112,374 shares · 0.0% of their software$2.0M—
- TwilioTWLO32,404 shares · 0.0% of their software$2.0M−$50.9M
- IntuitINTU3,000 shares · 0.0% of their software$2.0MFlat
- Euronet Worldwide, Inc.EEFT17,601 shares · 0.0% of their software$1.9MFlat
- PaymentusPAY84,052 shares · 0.0% of their software$1.9M+$686K
- LiveRamp Holdings, Inc.RAMP54,763 shares · 0.0% of their software$1.9M−$5.4M
- QualysQLYS10,697 shares · 0.0% of their software$1.8M−$11.3M
- Gen DigitalGEN77,624 shares · 0.0% of their software$1.7MFlat
- Strategy IncMSTR1,005 shares · 0.0% of their software · price +$1.1M$1.7M−$47.1M
- Alight, Inc.ALIT166,806 shares · 0.0% of their software$1.6M+$1.0M
- Q2QTWO30,503 shares · 0.0% of their software$1.6M−$14.7M
- Diebold Nixdorf, IncorporatedDBD45,987 shares · 0.0% of their software$1.6MNew · +$1.3M
- Grindr Inc.GRND155,293 shares · 0.0% of their software$1.6MFlat
- AdobeADBE3,106 shares · 0.0% of their software$1.6M−$654K
- Radware Ltd.RDWR82,722 shares · 0.0% of their software$1.5MFlat
- Tyler TechnologiesTYL3,619 shares · 0.0% of their software$1.5M−$6.6M
- A10 Networks, Inc.ATEN110,755 shares · 0.0% of their software$1.5M−$3.0M
- YextYEXT249,722 shares · 0.0% of their software$1.5MFlat
- Five9FIVN24,106 shares · 0.0% of their software$1.5MFlat
- International Money Express, Inc.IMXI64,654 shares · 0.0% of their software$1.5M+$1.0M
- Telos CorporationTLS349,573 shares · 0.0% of their software$1.5MFlat
- Intapp, Inc.INTA40,161 shares · 0.0% of their software$1.4M−$8.8M
- DigitalOceanDOCN35,508 shares · 0.0% of their software$1.4MNew · +$1.3M
- SprinklrCXM110,328 shares · 0.0% of their software$1.4MFlat
- GigaCloud Technology Inc.GCT47,384 shares · 0.0% of their software$1.3M−$5.4M
- Sportradar Group AGSRAD108,763 shares · 0.0% of their software$1.3MNew · +$1.2M
- PDF Solutions, Inc.PDFS36,679 shares · 0.0% of their software$1.2M−$3.1M
- Remitly Global, Inc.RELY58,300 shares · 0.0% of their software$1.2MFlat
- SimilarwebSMWB132,497 shares · 0.0% of their software$1.2MFlat
- AvePointAVPT147,637 shares · 0.0% of their software$1.2M+$689K
- FastlyFSLY85,513 shares · 0.0% of their software$1.1M−$15.1M
- DropboxDBX43,664 shares · 0.0% of their software$1.1MFlat
- BlackbaudBLKB14,047 shares · 0.0% of their software$1.0MFlat
- Global-EGLBE28,100 shares · 0.0% of their software$1.0M−$713K
- Consensus Cloud Solutions, Inc.CCSI64,211 shares · 0.0% of their software · price −$665K$1.0M+$1.3M
- PagerDutyPD41,215 shares · 0.0% of their software$935K−$2.1M
- Rimini Street, Inc.RMNI273,474 shares · 0.0% of their software$892KFlat
- Commerce.com, Inc.CMRC126,725 shares · 0.0% of their software$873K−$2.1M
- Expensify, Inc.EXFY472,634 shares · 0.0% of their software$870KFlat
- CourseraCOUR61,286 shares · 0.0% of their software$859K−$992K
- Agilysys, Inc.AGYS10,001 shares · 0.0% of their software$843K−$2.8M
- SemrushSEMR63,077 shares · 0.0% of their software$836K—
- ProcorePCOR9,500 shares · 0.0% of their software$781KFlat
- Zeta GlobalZETA65,414 shares · 0.0% of their software$715K−$1.4M
- BlackBerry LimitedBB254,240 shares · 0.0% of their software$702KNew · +$900K
- NCR Atleos CorporationNATL35,448 shares · 0.0% of their software$700K+$509K
- Bentley SystemsBSY13,204 shares · 0.0% of their software$690K−$621K
- Dave Inc.DAVE18,222 shares · 0.0% of their software · price +$524K$677KNew · Flat
- Ooma, Inc.OOMA74,479 shares · 0.0% of their software$635KFlat
- Pagaya Technologies Ltd.PGY61,791 shares · 0.0% of their software · price +$539K$624KNew · Flat
- EVERTEC, Inc.EVTC15,600 shares · 0.0% of their software$622KNew · +$639K
- MagniteMGNI53,261 shares · 0.0% of their software$573KFlat
- The Trade DeskTTD6,400 shares · 0.0% of their software$559KNew · Flat
- eGain CorporationEGAN86,277 shares · 0.0% of their software$556KFlat
- TeradataTDC13,799 shares · 0.0% of their software$534K−$3.9M
- SchrödingerSDGR19,600 shares · 0.0% of their software$529KFlat
- Shift4 Payments, Inc.FOUR8,009 shares · 0.0% of their software$529K−$2.9M
- Alarm.com Holdings, Inc.ALRM7,232 shares · 0.0% of their software$524K−$1.7M
- Mitek Systems, Inc.MITK36,432 shares · 0.0% of their software$514K−$1.3M
- Health CatalystHCAT62,463 shares · 0.0% of their software$470K−$1.3M
- PubMaticPUBM19,427 shares · 0.0% of their software$461KNew · Flat
- WEX Inc.WEX1,900 shares · 0.0% of their software$451K−$1.4M
- Agora, Inc.API177,655 shares · 0.0% of their software$446KFlat
- CS Disco, Inc.LAW46,808 shares · 0.0% of their software$381KFlat
- SmartRent, Inc.SMRT138,892 shares · 0.0% of their software$372KFlat
- PaylocityPCTY2,128 shares · 0.0% of their software$366KFlat
- Sprout SocialSPT6,000 shares · 0.0% of their software$358KNew · Flat
- OpenTextOTEX8,800 shares · 0.0% of their software$342K−$6.0M
- Simulations PlusSLP7,874 shares · 0.0% of their software$324K−$885K
- PagSeguro Digital Ltd.PAGS22,646 shares · 0.0% of their software$323K−$4.0M
- Upbound Group, Inc.UPBD8,431 shares · 0.0% of their software$297KFlat
- Immersion CorporationIMMR32,775 shares · 0.0% of their software$245K−$1.4M
- Xperi Inc.XPER17,600 shares · 0.0% of their software$212K−$999K
- Asure Software, Inc.ASUR26,912 shares · 0.0% of their software$209KFlat
- Rackspace Technology, Inc.RXT126,483 shares · 0.0% of their software$200KFlat
- Definitive HealthcareDH21,315 shares · 0.0% of their software$172KFlat
- SoundThinking, Inc.SSTI10,178 shares · 0.0% of their software$162KNew · Flat
- PowerFleet, Inc.AIOT29,645 shares · 0.0% of their software$158KFlat
- Ribbon Communications Inc.RBBN39,112 shares · 0.0% of their software$125KFlat
- Materialise NVMTLS23,701 shares · 0.0% of their software$125KFlat
- Riskified Ltd.RSKD22,479 shares · 0.0% of their software$122KFlat
- Cognyte Software Ltd.CGNT14,600 shares · 0.0% of their software$121K−$633K
- Nerdy Inc.NRDY39,673 shares · 0.0% of their software$115KFlat
- Bitdeer Technologies GroupBTDR15,900 shares · 0.0% of their software$112KFlat
- Rekor Systems, Inc.REKR31,406 shares · 0.0% of their software$72KFlat
- Aeva Technologies, Inc.AEVA15,238 shares · 0.0% of their software$60KNew · Flat
- DHI Group, Inc.DHX21,369 shares · 0.0% of their software$54KFlat
- HeartCore Enterprises, Inc.HTCR49,263 shares · 0.0% of their software$48KFlat
- Intellicheck, Inc.IDN10,887 shares · 0.0% of their software$38KSplit