Generalist · Bala Cynwyd, PA
Susquehanna International Group
Q3 2020 · compared with Q2 2020
Filed as Susquehanna International Group, LLP
- Software
- $3.5B
- Weight of 13F
- 6.9%
- Names
- 136
- Net bought
- +$353M
Filed 16 November 2020 · SEC filing.
Call exposure on these names is $23.1B across 192 lines. Calls are not in the stock total.
4,292 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 2026278 names · $52.7B in calls, not in the total$10.3B+$3.9B
- Q1 2026285 names · $41.1B in calls, not in the total$6.5B+$2.7B
- Q4 2025266 names · $42.6B in calls, not in the total$5.8B+$441M
- Q3 2025245 names · $51.2B in calls, not in the total$6.5B+$524M
- Q2 2025259 names · $39.7B in calls, not in the total$5.7B+$913M
- Q1 2025255 names · $27.8B in calls, not in the total$3.6B−$1.4B
- Q4 2024245 names · $32.3B in calls, not in the total$5.5B+$672M
- Q3 2024217 names · $24.2B in calls, not in the total$4.4B+$3.7B
- Q2 2024221 names · $24.6B in calls, not in the total$4.0B−$914M
- Q1 2024210 names · $24.1B in calls, not in the total$5.1B−$282M
- Q4 2023221 names · $22.3B in calls, not in the total$4.8B−$81.3M
- Q3 2023201 names · $16.8B in calls, not in the total$4.1B−$1.2B
- Q2 2023213 names · $17.2B in calls, not in the total$5.5B+$219M
- Q1 2023218 names · $15.8B in calls, not in the total$4.6B+$730M
- Q4 2022185 names · $13.0B in calls, not in the total$3.2B+$861M
- Q3 2022197 names · $9.7B in calls, not in the total$2.4B−$390M
- Q2 2022176 names · $11.3B in calls, not in the total$3.0B+$1.2B
- Q1 2022190 names · $19.4B in calls, not in the total$5.6B+$3.3B
- Q4 2021185 names · $24.9B in calls, not in the total$3.9B−$2.0B
- Q3 2021168 names · $27.3B in calls, not in the total$6.3B+$2.0B
- Q2 2021155 names · $29.1B in calls, not in the total$5.1B+$1.3B
- Q1 2021150 names · $24.0B in calls, not in the total$5.2B+$427M
- Q4 2020149 names · $26.3B in calls, not in the total$5.1B+$1.5B
- Q3 2020136 names · $23.1B in calls, not in the total$3.5B+$353M
- Q2 2020118 names · $14.8B in calls, not in the total$2.6B−$429M
- Q1 2020126 names · $8.0B in calls, not in the total$2.2B−$260M
- Q4 2019108 names · $7.8B in calls, not in the total$2.7B−$55.9M
- Q3 2019114 names · $6.7B in calls, not in the total$2.5B+$1.3B
- Q2 201976 names · $5.9B in calls, not in the total$1.4B+$229M
- Q1 201961 names · $4.8B in calls, not in the total$1.2B+$293M
- Q4 201868 names · $4.9B in calls, not in the total$657M+$73.8M
- Q3 201858 names · $4.9B in calls, not in the total$845M+$123M
- Q2 201865 names · $4.5B in calls, not in the total$619M−$57.9M
- Q1 201859 names · $3.6B in calls, not in the total$632M−$370M
- Q4 201766 names · $2.8B in calls, not in the total$926M+$212M
- Q3 201744 names · $2.2B in calls, not in the total$644M−$87.9M
- Q2 201757 names · $2.4B in calls, not in the total$703M+$83.0M
- Q1 201747 names · $1.8B in calls, not in the total$587M+$35.4M
- Q4 201662 names · $1.5B in calls, not in the total$523M+$172M
- Q3 201638 names · $1.4B in calls, not in the total$352M+$63.7M
- Q2 201650 names · $1.5B in calls, not in the total$241M—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT3,227,365 shares · 19.6% of their software · price +$22.0M$679M+$260M
- AdobeADBE735,848 shares · 10.4% of their software · price +$40.6M$361M+$44.5M
- ShopifySHOP351,688 shares · 10.4% of their software · price +$25.9M$360M+$120M
- ZoomZM724,826 shares · 9.8% of their software · price +$157M$341M+$153M
- SalesforceCRM1,015,450 shares · 7.4% of their software · price +$65.0M$255M+$28.4M
- The Trade DeskTTD409,201 shares · 6.1% of their software · price +$45.9M$212M−$103M
- DocuSignDOCU720,718 shares · 4.5% of their software · price +$31.0M$155M+$49.2M
- ZscalerZS975,382 shares · 4.0% of their software · price +$30.4M$137M+$32.4M
- OracleORCL1,230,430 shares · 2.1% of their software · price +$5.5M$73.5M+$9.5M
- CrowdStrikeCRWD533,376 shares · 2.1% of their software · price +$19.8M$73.2M−$13.8M
- Lyft, Inc.LYFT2,106,844 shares · 1.7% of their software · price −$11.5M$58.0M+$14.4M
- ServiceNowNOW96,806 shares · 1.4% of their software · price +$7.7M$47.0M+$34.8M
- Uber Technologies, Inc.UBER1,245,160 shares · 1.3% of their software · price +$6.7M$45.4M−$90.4M
- Block, Inc.XYZ276,840 shares · 1.3% of their software · price +$15.9M$45.0M−$1.7M
- Palo Alto NetworksPANW161,632 shares · 1.1% of their software · price +$2.4M$39.6M−$9.6M
- TwilioTWLO154,058 shares · 1.1% of their software · price +$4.3M$38.1M−$21.5M
- CoStarCSGP34,530 shares · 0.8% of their software · price +$4.8M$29.3M−$24.3M
- FastlyFSLY307,866 shares · 0.8% of their software · price +$2.6M$28.8M−$5.8M
- CloudflareNET691,294 shares · 0.8% of their software · price +$3.5M$28.4M+$5.4M
- WorkdayWDAY117,308 shares · 0.7% of their software · price +$3.3M$25.2M+$8.6M
- OktaOKTA100,545 shares · 0.6% of their software · price +$1.4M$21.5M+$2.1M
- NutanixNTNX856,631 shares · 0.5% of their software · price −$1.3M$19.0M−$15.3M
- Commerce.com, Inc.CMRC218,142 shares · 0.5% of their software$18.2MNew · +$18.2M
- RingCentralRNG62,314 shares · 0.5% of their software · price −$648K$17.1M+$1.5M
- DropboxDBX801,635 shares · 0.4% of their software · price −$2.0M$15.4M+$2.8M
- MongoDBMDB66,534 shares · 0.4% of their software$15.4M−$5.1M
- Fiserv, Inc.FISV137,434 shares · 0.4% of their software · price +$746K$14.2M−$85.1M
- WixWIX52,934 shares · 0.4% of their software$13.5MNew · +$13.6M
- Digital TurbineAPPS394,809 shares · 0.4% of their software · price +$8.0M$12.9M+$998K
- DescartesDSGX225,448 shares · 0.4% of their software · price +$920K$12.8M−$1.5M
- SS&CSSNC203,084 shares · 0.4% of their software · price +$820K$12.3M−$5.3M
- PaycomPAYC38,031 shares · 0.3% of their software$11.8M+$6.0M
- AutodeskADSK50,765 shares · 0.3% of their software$11.7M−$8.4M
- Sabre CorporationSABR1,643,001 shares · 0.3% of their software · price −$2.5M$10.7M+$7.1M
- Gen DigitalGEN493,057 shares · 0.3% of their software$10.3M+$2.2M
- NetApp, Inc.NTAP233,408 shares · 0.3% of their software$10.2M+$4.8M
- SnowflakeSNOW37,904 shares · 0.3% of their software$9.5MNew · +$9.5M
- ZoomInfoZI188,262 shares · 0.2% of their software$8.1M—
- Rackspace Technology, Inc.RXT399,927 shares · 0.2% of their software$7.7MNew · +$7.7M
- PagerDutyPD272,686 shares · 0.2% of their software$7.4M−$6.3M
- SAPSAP45,485 shares · 0.2% of their software · price +$719K$7.1MNew · +$6.4M
- NICENICE31,016 shares · 0.2% of their software · price +$1.2M$7.0M+$5.4M
- UnityU79,280 shares · 0.2% of their software$6.9MNew · +$6.9M
- GuidewireGWRE65,745 shares · 0.2% of their software$6.9M+$5.6M
- PagSeguro Digital Ltd.PAGS179,749 shares · 0.2% of their software$6.8M+$3.6M
- Fair IsaacFICO14,910 shares · 0.2% of their software$6.3M+$6.0M
- Five9FIVN48,407 shares · 0.2% of their software · price +$920K$6.3M+$910K
- BlackBerry LimitedBB1,211,432 shares · 0.2% of their software$5.6MFlat
- DynatraceDT131,235 shares · 0.2% of their software$5.4M+$2.2M
- PTCPTC58,141 shares · 0.1% of their software$4.8M+$4.1M
- Automatic Data Processing, Inc.ADP30,933 shares · 0.1% of their software$4.3M−$9.7M
- AkamaiAKAM37,766 shares · 0.1% of their software$4.2M−$12.7M
- ElasticESTC38,660 shares · 0.1% of their software · price +$606K$4.2M−$15.4M
- SchrödingerSDGR86,291 shares · 0.1% of their software · price −$3.8M$4.1M+$799K
- Kingsoft Cloud Holdings LimitedKC133,395 shares · 0.1% of their software$3.9MNew · +$4.2M
- TeradataTDC168,358 shares · 0.1% of their software$3.8MFlat
- Radware Ltd.RDWR152,889 shares · 0.1% of their software$3.7M−$3.5M
- IntuitINTU10,548 shares · 0.1% of their software$3.4M−$27.5M
- JFrogFROG40,200 shares · 0.1% of their software$3.4MNew · +$3.4M
- Strategy IncMSTR22,577 shares · 0.1% of their software · price +$729K$3.4M+$2.2M
- BoxBOX182,037 shares · 0.1% of their software · price −$619K$3.2M−$4.9M
- F5, Inc.FFIV25,315 shares · 0.1% of their software$3.1M−$2.6M
- MagniteMGNI437,947 shares · 0.1% of their software$3.0MNew · +$2.9M
- WEX Inc.WEX18,815 shares · 0.1% of their software$2.6M−$13.3M
- DatadogDDOG24,762 shares · 0.1% of their software$2.5M−$3.5M
- AppianAPPN38,494 shares · 0.1% of their software · price +$520K$2.5M−$1.6M
- Paysign, Inc.PAYS429,602 shares · 0.1% of their software · price −$1.7M$2.4M+$1.4M
- Tyler TechnologiesTYL6,943 shares · 0.1% of their software$2.4M+$761K
- Euronet Worldwide, Inc.EEFT24,785 shares · 0.1% of their software$2.3M−$1.5M
- Shift4 Payments, Inc.FOUR45,569 shares · 0.1% of their software · price +$586K$2.2M+$862K
- Sprout SocialSPT56,363 shares · 0.1% of their software · price +$648K$2.2M+$991K
- BlackLineBL22,381 shares · 0.1% of their software$2.0M+$1.2M
- SynopsysSNPS8,486 shares · 0.1% of their software$1.8M−$5.6M
- Calix, Inc.CALX101,919 shares · 0.1% of their software$1.8M+$592K
- Paychex, Inc.PAYX21,214 shares · 0.0% of their software$1.7M−$3.9M
- ProgressPRGS45,876 shares · 0.0% of their software$1.7M+$899K
- Cerence Inc.CRNC34,146 shares · 0.0% of their software$1.7MFlat
- Alarm.com Holdings, Inc.ALRM29,790 shares · 0.0% of their software$1.6M+$1.2M
- AsanaASAN53,207 shares · 0.0% of their software$1.5MNew · +$1.5M
- VeriSign, Inc.VRSN7,380 shares · 0.0% of their software$1.5M−$6.5M
- MorningstarMORN9,017 shares · 0.0% of their software$1.4M+$801K
- CadenceCDNS13,401 shares · 0.0% of their software$1.4M−$9.1M
- Simulations PlusSLP18,559 shares · 0.0% of their software$1.4MFlat
- Bandwidth Inc.BAND7,866 shares · 0.0% of their software$1.4M−$866K
- FortinetFTNT11,573 shares · 0.0% of their software$1.4M−$4.0M
- YextYEXT89,650 shares · 0.0% of their software$1.4M−$1.2M
- BroadridgeBR9,969 shares · 0.0% of their software$1.3MFlat
- ACI WorldwideACIW49,405 shares · 0.0% of their software$1.3M+$870K
- QualysQLYS11,430 shares · 0.0% of their software$1.1M+$912K
- VeevaVEEV3,859 shares · 0.0% of their software$1.1MNew · +$905K
- PAR Technology CorporationPAR24,309 shares · 0.0% of their software$985K−$988K
- Allot Ltd.ALLT94,906 shares · 0.0% of their software$864K+$759K
- Mitek Systems, Inc.MITK65,092 shares · 0.0% of their software$829KFlat
- FactSetFDS2,462 shares · 0.0% of their software$824KFlat
- TrimbleTRMB16,662 shares · 0.0% of their software$811K−$2.4M
- SPS CommerceSPSC9,330 shares · 0.0% of their software$727KFlat
- Materialise NVMTLS18,450 shares · 0.0% of their software$681KNew · Flat
- EVERTEC, Inc.EVTC18,918 shares · 0.0% of their software$657KNew · +$532K
- Veritone, Inc.VERI70,036 shares · 0.0% of their software$642K+$854K
- VeriskVRSK3,388 shares · 0.0% of their software$628K−$11.6M
- PaylocityPCTY3,859 shares · 0.0% of their software$623KFlat
- HubSpotHUBS2,052 shares · 0.0% of their software$600K−$1.2M
- Donnelley Financial Solutions, Inc.DFIN43,536 shares · 0.0% of their software$582KFlat
- OpenTextOTEX13,373 shares · 0.0% of their software$565KNew · +$568K
- OneSpan Inc.OSPN26,724 shares · 0.0% of their software$560KNew · +$746K
- A10 Networks, Inc.ATEN78,100 shares · 0.0% of their software$497KFlat
- GoDaddyGDDY6,430 shares · 0.0% of their software$488KNew · Flat
- Q2QTWO5,271 shares · 0.0% of their software$481KFlat
- DomoDOMO12,439 shares · 0.0% of their software$477KNew
- VaronisVRNS4,040 shares · 0.0% of their software$466K−$721K
- Manhattan AssociatesMANH4,615 shares · 0.0% of their software$441KNew · Flat
- LiveRamp Holdings, Inc.RAMP8,116 shares · 0.0% of their software$420KFlat
- AppFolioAPPF2,830 shares · 0.0% of their software$401KNew · Flat
- Rapid7RPD5,554 shares · 0.0% of their software$340KNew · Flat
- Health CatalystHCAT9,251 shares · 0.0% of their software$339K−$517K
- BlackbaudBLKB5,970 shares · 0.0% of their software$333KFlat
- CommvaultCVLT8,001 shares · 0.0% of their software$326K−$1.5M
- PegasystemsPEGA2,549 shares · 0.0% of their software$309KNew · Flat
- WorkivaWK5,381 shares · 0.0% of their software$300K−$1.1M
- eGain CorporationEGAN21,056 shares · 0.0% of their software$298KFlat
- InterDigital, Inc.IDCC5,201 shares · 0.0% of their software$297K−$982K
- TenableTENB7,500 shares · 0.0% of their software$283KFlat
- Roper Technologies, Inc.ROP636 shares · 0.0% of their software$251K−$1.8M
- Upbound Group, Inc.UPBD8,408 shares · 0.0% of their software$251KFlat
- PhreesiaPHR7,669 shares · 0.0% of their software$246KFlat
- ePlus inc.PLUS3,255 shares · 0.0% of their software$238KNew · Flat
- PDF Solutions, Inc.PDFS12,328 shares · 0.0% of their software$231KNew · Flat
- Ooma, Inc.OOMA16,998 shares · 0.0% of their software$222K−$550K
- Agilysys, Inc.AGYS8,457 shares · 0.0% of their software$204KNew · Flat
- NetScout Systems, Inc.NTCT9,246 shares · 0.0% of their software$202KFlat
- 8x8EGHT11,823 shares · 0.0% of their software$184K—
- PowerFleet, Inc.AIOT24,951 shares · 0.0% of their software$140KNew · Flat
- Asure Software, Inc.ASUR15,364 shares · 0.0% of their software$116KNew · Flat
- Ribbon Communications Inc.RBBN16,848 shares · 0.0% of their software$65KNew · Flat
- Xunlei LimitedXNET15,070 shares · 0.0% of their software$52KFlat
- DHI Group, Inc.DHX18,815 shares · 0.0% of their software$43KFlat