Generalist · Bala Cynwyd, PA
Susquehanna International Group
Q4 2020 · compared with Q3 2020
Filed as Susquehanna International Group, LLP
- Software
- $5.1B
- Weight of 13F
- 7.8%
- Names
- 149
- Net bought
- +$1.5B
Filed 16 February 2021 · SEC filing.
Call exposure on these names is $26.3B across 208 lines. Calls are not in the stock total.
4,642 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
- ShopifySHOP630,718 shares · 13.9% of their software · price +$68.7M$714M+$285M
- ZoomZM1,915,888 shares · 12.6% of their software · price −$254M$646M+$560M
- SalesforceCRM2,884,291 shares · 12.5% of their software · price −$83.0M$642M+$470M
- MicrosoftMSFT1,561,492 shares · 6.8% of their software · price +$18.9M$347M−$350M
- AdobeADBE523,802 shares · 5.1% of their software · price +$5.1M$262M−$104M
- Block, Inc.XYZ1,192,861 shares · 5.1% of their software · price +$65.7M$260M+$149M
- The Trade DeskTTD215,052 shares · 3.4% of their software · price +$60.7M$172MSplit
- SnowflakeSNOW542,702 shares · 3.0% of their software · price +$16.5M$153M+$127M
- DocuSignDOCU513,603 shares · 2.2% of their software · price +$3.6M$114M−$44.6M
- PalantirPLTR3,943,826 shares · 1.8% of their software · price +$55.4M$92.9MNew · +$37.5M
- IntuitINTU240,391 shares · 1.8% of their software · price +$12.9M$91.3M+$75.0M
- TwilioTWLO265,333 shares · 1.8% of their software · price +$24.3M$89.8M+$27.5M
- ZscalerZS443,963 shares · 1.7% of their software · price +$26.2M$88.7M−$74.8M
- CloudflareNET885,056 shares · 1.3% of their software · price +$30.9M$67.3M+$8.0M
- Uber Technologies, Inc.UBER1,282,957 shares · 1.3% of their software · price +$18.6M$65.4M+$1.4M
- FastlyFSLY706,862 shares · 1.2% of their software · price −$4.5M$61.8M+$37.4M
- OktaOKTA228,108 shares · 1.1% of their software · price +$9.2M$58.0M+$27.3M
- DropboxDBX2,485,207 shares · 1.1% of their software · price +$7.3M$55.1M+$32.4M
- CrowdStrikeCRWD255,898 shares · 1.1% of their software · price +$19.1M$54.2M−$38.1M
- ServiceNowNOW94,980 shares · 1.0% of their software · price +$6.2M$52.3M−$886K
- Agora, Inc.API1,304,753 shares · 1.0% of their software · price −$4.5M$51.6MNew · +$56.1M
- OracleORCL796,485 shares · 1.0% of their software · price +$4.0M$51.5M−$25.9M
- C3.aiAI319,274 shares · 0.9% of their software$44.3MNew · +$44.3M
- MagniteMGNI1,356,338 shares · 0.8% of their software · price +$32.2M$41.7M+$6.4M
- AutodeskADSK134,692 shares · 0.8% of their software · price +$10.0M$41.1M+$19.4M
- WorkdayWDAY154,439 shares · 0.7% of their software · price +$3.8M$37.0M+$8.0M
- DatadogDDOG346,765 shares · 0.7% of their software · price −$1.3M$34.1M+$32.9M
- CoStarCSGP35,196 shares · 0.6% of their software · price +$2.7M$32.5M+$565K
- JFrogFROG485,923 shares · 0.6% of their software · price −$10.6M$30.5M+$37.7M
- UnityU190,742 shares · 0.6% of their software · price +$12.6M$29.3M+$9.7M
- AsanaASAN860,962 shares · 0.5% of their software · price +$646K$25.4M+$23.3M
- Strategy IncMSTR63,960 shares · 0.5% of their software · price +$15.2M$24.9M+$6.2M
- DynatraceDT558,837 shares · 0.5% of their software · price +$1.3M$24.2M+$17.5M
- Fair IsaacFICO45,827 shares · 0.5% of their software · price +$3.9M$23.4M+$13.2M
- HubSpotHUBS56,086 shares · 0.4% of their software · price +$5.8M$22.2M+$15.8M
- NutanixNTNX690,486 shares · 0.4% of their software · price +$6.7M$22.0M−$3.7M
- Sabre CorporationSABR1,584,872 shares · 0.4% of their software · price +$8.7M$19.1MFlat
- AppianAPPN115,954 shares · 0.4% of their software · price +$11.3M$18.8M+$5.0M
- Rackspace Technology, Inc.RXT931,092 shares · 0.3% of their software$17.7M+$10.2M
- Automatic Data Processing, Inc.ADP95,684 shares · 0.3% of their software · price +$3.5M$16.9M+$9.0M
- Commerce.com, Inc.CMRC254,421 shares · 0.3% of their software · price −$4.9M$16.3M+$3.0M
- Palo Alto NetworksPANW45,744 shares · 0.3% of their software · price +$5.1M$16.3M−$28.4M
- PaycomPAYC34,468 shares · 0.3% of their software · price +$4.9M$15.6M−$1.1M
- Gen DigitalGEN748,846 shares · 0.3% of their software$15.6M+$5.3M
- BlackBerry LimitedBB2,298,925 shares · 0.3% of their software · price +$4.7M$15.2M+$5.0M
- Fiserv, Inc.FISV132,547 shares · 0.3% of their software · price +$1.4M$15.1M−$504K
- SAPSAP111,642 shares · 0.3% of their software · price −$2.8M$14.6M+$10.3M
- RingCentralRNG37,433 shares · 0.3% of their software · price +$3.9M$14.2M−$6.8M
- SS&CSSNC192,979 shares · 0.3% of their software · price +$2.4M$14.0M−$612K
- NetApp, Inc.NTAP181,570 shares · 0.2% of their software · price +$4.1M$12.0M−$2.3M
- MongoDBMDB32,346 shares · 0.2% of their software · price +$4.1M$11.6MSplit
- Bandwidth Inc.BAND70,274 shares · 0.2% of their software · price −$1.5M$10.8M+$10.9M
- DescartesDSGX179,096 shares · 0.2% of their software$10.5M−$2.6M
- SynopsysSNPS37,515 shares · 0.2% of their software · price +$1.7M$9.7M+$6.2M
- Calix, Inc.CALX312,571 shares · 0.2% of their software · price +$3.7M$9.3M+$3.7M
- FortinetFTNT59,269 shares · 0.2% of their software · price +$1.8M$8.8M+$5.6M
- BlackLineBL62,747 shares · 0.2% of their software · price +$2.7M$8.4M+$3.6M
- SchrödingerSDGR102,243 shares · 0.2% of their software · price +$3.2M$8.1M+$758K
- ZoomInfoZI166,600 shares · 0.2% of their software$8.0M—
- CadenceCDNS58,018 shares · 0.2% of their software · price +$1.7M$7.9M+$4.8M
- VeriskVRSK35,681 shares · 0.1% of their software · price +$795K$7.4M+$6.0M
- WixWIX29,446 shares · 0.1% of their software$7.4M−$6.0M
- Paychex, Inc.PAYX77,626 shares · 0.1% of their software · price +$1.0M$7.2M+$4.5M
- NICENICE22,812 shares · 0.1% of their software · price +$1.3M$6.5M−$1.9M
- VeriSign, Inc.VRSN29,531 shares · 0.1% of their software$6.4M+$4.5M
- Lyft, Inc.LYFT124,735 shares · 0.1% of their software · price +$2.7M$6.1M−$54.6M
- Shift4 Payments, Inc.FOUR76,593 shares · 0.1% of their software · price +$2.1M$5.8M+$1.5M
- VaronisVRNS32,812 shares · 0.1% of their software · price +$1.6M$5.4M+$3.3M
- VeevaVEEV19,289 shares · 0.1% of their software$5.3M+$4.3M
- BILLBILL37,904 shares · 0.1% of their software · price +$1.4M$5.2MNew · +$3.8M
- Roper Technologies, Inc.ROP11,343 shares · 0.1% of their software$4.9M+$4.2M
- Kingsoft Cloud Holdings LimitedKC108,363 shares · 0.1% of their software · price +$1.5M$4.7M−$739K
- NetScout Systems, Inc.NTCT163,000 shares · 0.1% of their software · price +$911K$4.5M+$3.4M
- PagSeguro Digital Ltd.PAGS77,129 shares · 0.1% of their software · price +$1.5M$4.4M−$3.9M
- Materialise NVMTLS78,314 shares · 0.1% of their software · price +$1.4M$4.2M+$2.2M
- Alarm.com Holdings, Inc.ALRM34,910 shares · 0.1% of their software · price +$1.7M$3.6MFlat
- Veritone, Inc.VERI124,957 shares · 0.1% of their software · price +$2.4M$3.6M+$503K
- CommvaultCVLT63,737 shares · 0.1% of their software · price +$929K$3.5M+$2.3M
- Sprout SocialSPT69,534 shares · 0.1% of their software$3.2M+$507K
- ACI WorldwideACIW82,148 shares · 0.1% of their software · price +$1.0M$3.2M+$856K
- Rapid7RPD34,977 shares · 0.1% of their software · price +$1.0M$3.2M+$1.8M
- Paysign, Inc.PAYS629,555 shares · 0.1% of their software · price −$655K$2.9M+$1.1M
- A10 Networks, Inc.ATEN286,753 shares · 0.1% of their software · price +$1.0M$2.8M+$1.3M
- Check PointCHKP20,902 shares · 0.1% of their software$2.8MNew · +$2.5M
- YextYEXT172,235 shares · 0.1% of their software$2.7M+$1.3M
- PagerDutyPD64,695 shares · 0.1% of their software · price +$944K$2.7M−$5.6M
- Five9FIVN14,528 shares · 0.0% of their software · price +$650K$2.5M−$4.4M
- EVERTEC, Inc.EVTC64,397 shares · 0.0% of their software$2.5M+$1.6M
- PaylocityPCTY12,071 shares · 0.0% of their software · price +$537K$2.5M+$1.3M
- SPS CommerceSPSC22,852 shares · 0.0% of their software · price +$702K$2.5M+$1.1M
- Radware Ltd.RDWR88,755 shares · 0.0% of their software$2.5M−$1.6M
- BoxBOX131,017 shares · 0.0% of their software$2.4M−$886K
- Digital TurbineAPPS40,086 shares · 0.0% of their software · price +$955K$2.3M−$11.6M
- BlackbaudBLKB38,984 shares · 0.0% of their software$2.2M+$1.8M
- TrimbleTRMB33,494 shares · 0.0% of their software · price +$605K$2.2M+$820K
- DomoDOMO34,407 shares · 0.0% of their software$2.2M—
- Tyler TechnologiesTYL4,812 shares · 0.0% of their software$2.1M−$743K
- Immersion CorporationIMMR181,754 shares · 0.0% of their software · price +$771K$2.1MNew · +$1.3M
- AkamaiAKAM17,712 shares · 0.0% of their software$1.9M−$2.2M
- QualysQLYS14,459 shares · 0.0% of their software$1.8MFlat
- OpenTextOTEX33,607 shares · 0.0% of their software$1.5M+$855K
- BroadridgeBR9,907 shares · 0.0% of their software$1.5MFlat
- Repay Holdings CorporationRPAY52,267 shares · 0.0% of their software$1.4MNew · +$1.2M
- 8x8EGHT40,748 shares · 0.0% of their software$1.4M—
- eGain CorporationEGAN118,803 shares · 0.0% of their software$1.4M+$1.4M
- F5, Inc.FFIV7,783 shares · 0.0% of their software$1.4M−$2.2M
- Q2QTWO10,517 shares · 0.0% of their software$1.3MFlat
- Simulations PlusSLP18,153 shares · 0.0% of their software$1.3MFlat
- GuidewireGWRE9,751 shares · 0.0% of their software$1.3M−$5.8M
- Upbound Group, Inc.UPBD32,517 shares · 0.0% of their software$1.2M+$721K
- Mitek Systems, Inc.MITK62,591 shares · 0.0% of their software$1.1MFlat
- International Money Express, Inc.IMXI68,058 shares · 0.0% of their software$1.1MNew · +$978K
- Cerence Inc.CRNC10,011 shares · 0.0% of their software · price +$517K$1.0M−$1.2M
- PTCPTC8,382 shares · 0.0% of their software$1.0M−$4.1M
- LiveRamp Holdings, Inc.RAMP12,462 shares · 0.0% of their software$912KFlat
- Rekor Systems, Inc.REKR110,688 shares · 0.0% of their software$893KNew · +$638K
- WorkivaWK8,753 shares · 0.0% of their software$802KFlat
- PhreesiaPHR14,159 shares · 0.0% of their software$768KFlat
- TenableTENB14,591 shares · 0.0% of their software$763KFlat
- StoneCo Ltd.STNE9,052 shares · 0.0% of their software$760KNew · Flat
- Allot Ltd.ALLT70,712 shares · 0.0% of their software$744KFlat
- FactSetFDS2,232 shares · 0.0% of their software$742KFlat
- Euronet Worldwide, Inc.EEFT5,029 shares · 0.0% of their software$729K−$1.8M
- PegasystemsPEGA5,294 shares · 0.0% of their software$705KFlat
- Ribbon Communications Inc.RBBN103,374 shares · 0.0% of their software$678KFlat
- AppFolioAPPF3,675 shares · 0.0% of their software$662KFlat
- Xunlei LimitedXNET204,091 shares · 0.0% of their software$590K+$650K
- InterDigital, Inc.IDCC9,429 shares · 0.0% of their software$572KFlat
- CertaraCERT16,245 shares · 0.0% of their software$548KNew · +$548K
- ProgressPRGS11,918 shares · 0.0% of their software$539K−$1.2M
- PubMaticPUBM19,092 shares · 0.0% of their software$534KNew · +$534K
- WEX Inc.WEX2,513 shares · 0.0% of their software$511K−$2.3M
- i3 Verticals, Inc.IIIV14,046 shares · 0.0% of their software$466KNew · Flat
- Intellicheck, Inc.IDN38,850 shares · 0.0% of their software$443KNew · Flat
- Tucows Inc.TCX5,944 shares · 0.0% of their software$439KNew · Flat
- OneSpan Inc.OSPN19,838 shares · 0.0% of their software$410KFlat
- Donnelley Financial Solutions, Inc.DFIN23,224 shares · 0.0% of their software$394KFlat
- ePlus inc.PLUS3,613 shares · 0.0% of their software$318KFlat
- Health CatalystHCAT6,958 shares · 0.0% of their software$303KFlat
- Manhattan AssociatesMANH2,782 shares · 0.0% of their software$293KFlat
- Amdocs LimitedDOX3,596 shares · 0.0% of their software$255KNew · Flat
- PAR Technology CorporationPAR4,020 shares · 0.0% of their software$252K−$822K
- Ooma, Inc.OOMA16,375 shares · 0.0% of their software$236KFlat
- PDF Solutions, Inc.PDFS10,445 shares · 0.0% of their software$226KFlat
- Agilysys, Inc.AGYS5,350 shares · 0.0% of their software$205KFlat
- Lesaka Technologies, Inc.LSAK39,614 shares · 0.0% of their software$195KNew · Flat
- PowerFleet, Inc.AIOT23,715 shares · 0.0% of their software$176KFlat
- Asure Software, Inc.ASUR14,027 shares · 0.0% of their software$100KFlat
- DHI Group, Inc.DHX20,219 shares · 0.0% of their software$45KFlat