Generalist · Bala Cynwyd, PA
Susquehanna International Group
Q4 2021 · compared with Q3 2021
Filed as Susquehanna International Group, LLP
- Software
- $3.9B
- Weight of 13F
- 6.1%
- Names
- 185
- Net bought
- −$2.0B
Filed 14 February 2022 · SEC filing.
Call exposure on these names is $24.9B across 272 lines. Calls are not in the stock total.
5,676 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
- MicrosoftMSFT2,092,186 shares · 18.0% of their software · price +$114M$704M−$520M
- PalantirPLTR15,499,797 shares · 7.2% of their software · price −$90.4M$282M+$154M
- ShopifySHOP184,148 shares · 6.5% of their software · price +$4.0M$254M−$367M
- ZoomZM1,175,156 shares · 5.5% of their software · price −$91.2M$216M−$513M
- Uber Technologies, Inc.UBER3,375,044 shares · 3.6% of their software · price −$9.7M$142M−$94.8M
- IntuitINTU210,180 shares · 3.5% of their software · price +$21.8M$135M+$23.4M
- Agora, Inc.API8,189,697 shares · 3.4% of their software · price −$105M$133MFlat
- SalesforceCRM454,382 shares · 3.0% of their software · price −$7.8M$115M+$60.8M
- Block, Inc.XYZ601,478 shares · 2.5% of their software · price −$47.1M$97.1M−$74.9M
- CrowdStrikeCRWD446,063 shares · 2.3% of their software · price −$18.3M$91.3M+$3.2M
- OracleORCL995,176 shares · 2.2% of their software$86.8M−$119M
- AdobeADBE147,494 shares · 2.1% of their software · price −$1.3M$83.6M−$110M
- RingCentralRNG410,417 shares · 2.0% of their software · price −$12.4M$76.9M−$25.1M
- C3.aiAI2,191,537 shares · 1.8% of their software · price −$33.1M$68.5M−$6.7M
- The Trade DeskTTD738,958 shares · 1.7% of their software · price +$15.8M$67.7M+$22.6M
- ServiceNowNOW79,006 shares · 1.3% of their software · price +$2.1M$51.3M+$27.9M
- Palo Alto NetworksPANW89,235 shares · 1.3% of their software · price +$6.9M$49.7M−$6.8M
- FastlyFSLY1,323,069 shares · 1.2% of their software · price −$6.6M$46.9M−$35.0M
- Digital TurbineAPPS764,170 shares · 1.2% of their software · price −$5.9M$46.6M+$32.2M
- UiPathPATH999,785 shares · 1.1% of their software · price −$9.5M$43.1M−$5.8M
- TwilioTWLO152,375 shares · 1.0% of their software · price −$8.5M$40.1M−$121M
- DocuSignDOCU247,703 shares · 1.0% of their software · price −$26.0M$37.7M−$335M
- Strategy IncMSTR62,464 shares · 0.9% of their software · price −$2.1M$34.0M−$55.0M
- DatadogDDOG178,256 shares · 0.8% of their software · price +$6.6M$31.7M−$6.5M
- AutodeskADSK110,979 shares · 0.8% of their software$31.2M−$6.0M
- Automatic Data Processing, Inc.ADP115,942 shares · 0.7% of their software · price +$5.4M$28.6M+$9.6M
- BlackBerry LimitedBB3,052,014 shares · 0.7% of their software · price −$1.2M$28.5MFlat
- AsanaASAN340,890 shares · 0.7% of their software · price −$10.0M$25.4M+$34.0M
- Sabre CorporationSABR2,552,841 shares · 0.6% of their software · price −$8.3M$21.9M+$20.8M
- FactSetFDS44,900 shares · 0.6% of their software · price +$4.1M$21.8M+$15.0M
- UnityU150,398 shares · 0.6% of their software · price +$2.5M$21.5M+$17.0M
- Shift4 Payments, Inc.FOUR362,061 shares · 0.5% of their software · price −$7.1M$21.0M+$17.6M
- OktaOKTA90,089 shares · 0.5% of their software · price −$1.2M$20.2M−$16.2M
- Commerce.com, Inc.CMRC559,728 shares · 0.5% of their software · price −$8.5M$19.8M+$14.9M
- CoStarCSGP247,765 shares · 0.5% of their software · price −$1.7M$19.6M+$5.1M
- SynopsysSNPS52,826 shares · 0.5% of their software · price +$3.6M$19.5M+$5.2M
- Lyft, Inc.LYFT454,308 shares · 0.5% of their software · price −$4.9M$19.4M−$18.5M
- Fiserv, Inc.FISV180,662 shares · 0.5% of their software · price −$851K$18.8M−$721K
- FortinetFTNT50,070 shares · 0.5% of their software · price +$3.4M$18.0M−$14.4M
- WixWIX112,529 shares · 0.5% of their software · price −$4.3M$17.8M−$44.1M
- Roper Technologies, Inc.ROP36,052 shares · 0.5% of their software · price +$1.6M$17.7M+$907K
- CadenceCDNS94,473 shares · 0.5% of their software · price +$3.3M$17.6MFlat
- CloudflareNET132,044 shares · 0.4% of their software · price +$2.5M$17.4M+$4.7M
- ZoomInfoZI264,826 shares · 0.4% of their software$17.0M—
- HubSpotHUBS25,776 shares · 0.4% of their software$17.0M+$12.7M
- ZscalerZS52,321 shares · 0.4% of their software · price +$3.1M$16.8M−$46.7M
- SentinelOneS331,350 shares · 0.4% of their software · price −$1.0M$16.7M+$13.2M
- BILLBILL62,403 shares · 0.4% of their software · price −$1.1M$15.5M+$7.9M
- DynatraceDT250,589 shares · 0.4% of their software · price −$2.7M$15.1M+$3.2M
- PagSeguro Digital Ltd.PAGS568,850 shares · 0.4% of their software · price −$14.5M$14.9M+$4.9M
- AppLovinAPP153,166 shares · 0.4% of their software · price +$3.4M$14.4M−$2.1M
- ElasticESTC115,455 shares · 0.4% of their software · price −$3.0M$14.2M+$15.2M
- Yalla Group LimitedYALA2,000,000 shares · 0.3% of their software · price −$1.8M$13.4MFlat
- GitLabGTLB153,090 shares · 0.3% of their software$13.3MNew · +$13.3M
- Check PointCHKP112,370 shares · 0.3% of their software$13.1M+$9.5M
- MagniteMGNI700,663 shares · 0.3% of their software · price −$7.4M$12.3M−$5.4M
- AppianAPPN187,219 shares · 0.3% of their software · price −$5.1M$12.2M−$1.3M
- VeriskVRSK53,178 shares · 0.3% of their software · price +$1.5M$12.2M+$917K
- Paychex, Inc.PAYX88,850 shares · 0.3% of their software · price +$2.1M$12.1M+$2.8M
- PaycomPAYC28,593 shares · 0.3% of their software · price −$2.3M$11.9M+$6.9M
- AkamaiAKAM100,923 shares · 0.3% of their software · price +$1.3M$11.8M+$6.8M
- PubMaticPUBM311,762 shares · 0.3% of their software · price +$2.4M$10.6M+$6.9M
- WorkdayWDAY36,239 shares · 0.3% of their software · price +$844K$9.9M−$8.6M
- StoneCo Ltd.STNE582,156 shares · 0.3% of their software · price −$10.4M$9.8M−$6.7M
- MongoDBMDB17,860 shares · 0.2% of their software · price +$1.0M$9.5M+$6.7M
- VeevaVEEV36,502 shares · 0.2% of their software · price −$1.2M$9.3M−$9.3M
- Global-EGLBE146,393 shares · 0.2% of their software · price −$1.2M$9.3M+$10.0M
- SnowflakeSNOW26,828 shares · 0.2% of their software · price +$974K$9.1M+$6.5M
- SS&CSSNC102,883 shares · 0.2% of their software · price +$1.3M$8.4MFlat
- NetApp, Inc.NTAP91,550 shares · 0.2% of their software$8.4M+$656K
- GoDaddyGDDY90,451 shares · 0.2% of their software · price +$1.4M$7.7M+$4.4M
- VeriSign, Inc.VRSN29,529 shares · 0.2% of their software · price +$1.4M$7.5M+$1.4M
- SchrödingerSDGR208,420 shares · 0.2% of their software · price −$4.1M$7.3M−$2.4M
- DropboxDBX290,518 shares · 0.2% of their software · price −$1.4M$7.1M−$5.0M
- Radware Ltd.RDWR169,961 shares · 0.2% of their software · price +$1.3M$7.1M−$7.1M
- MorningstarMORN20,367 shares · 0.2% of their software · price +$1.7M$7.0M+$4.7M
- BroadridgeBR37,983 shares · 0.2% of their software · price +$615K$6.9M+$1.7M
- TrimbleTRMB72,359 shares · 0.2% of their software$6.3M+$1.2M
- Tyler TechnologiesTYL11,160 shares · 0.2% of their software · price +$885K$6.0M+$1.7M
- ToastTOST146,207 shares · 0.1% of their software · price −$2.2M$5.1M+$6.9M
- Five9FIVN36,058 shares · 0.1% of their software · price −$808K$5.0M−$23.6M
- Gen DigitalGEN177,542 shares · 0.1% of their software$4.6M−$600K
- Bandwidth Inc.BAND64,173 shares · 0.1% of their software · price −$1.2M$4.6M+$3.7M
- DigitalOceanDOCN57,279 shares · 0.1% of their software$4.6MNew · +$4.4M
- AvePointAVPT712,150 shares · 0.1% of their software · price −$1.6M$4.5M+$2.7M
- F5, Inc.FFIV17,876 shares · 0.1% of their software · price +$821K$4.4M−$3.6M
- DLocal LimitedDLO116,186 shares · 0.1% of their software · price −$2.2M$4.1M+$5.3M
- PagerDutyPD116,080 shares · 0.1% of their software · price −$774K$4.0M−$1.8M
- Cerence Inc.CRNC48,806 shares · 0.1% of their software · price −$950K$3.7MFlat
- Riskified Ltd.RSKD445,068 shares · 0.1% of their software · price −$6.7M$3.5MNew · +$10.2M
- DoximityDOCS68,091 shares · 0.1% of their software · price −$2.1M$3.4MFlat
- Calix, Inc.CALX41,365 shares · 0.1% of their software · price +$1.3M$3.3MFlat
- NutanixNTNX102,708 shares · 0.1% of their software · price −$600K$3.3M−$513K
- Rackspace Technology, Inc.RXT241,276 shares · 0.1% of their software$3.3M−$4.5M
- Fair IsaacFICO7,309 shares · 0.1% of their software$3.2MFlat
- Materialise NVMTLS128,813 shares · 0.1% of their software$3.1MFlat
- PTCPTC25,279 shares · 0.1% of their software$3.1M+$1.4M
- Allot Ltd.ALLT255,496 shares · 0.1% of their software · price −$761K$3.0M+$1.6M
- Clear Secure, Inc.YOU96,352 shares · 0.1% of their software · price −$933K$3.0M+$1.8M
- NetScout Systems, Inc.NTCT90,211 shares · 0.1% of their software · price +$553K$3.0M−$1.8M
- SPS CommerceSPSC20,646 shares · 0.1% of their software$2.9M+$1.1M
- FreshworksFRSH106,797 shares · 0.1% of their software · price −$1.8M$2.8M+$4.2M
- CourseraCOUR106,932 shares · 0.1% of their software · price −$771K$2.6MFlat
- DomoDOMO49,653 shares · 0.1% of their software$2.5MNew
- Immersion CorporationIMMR410,992 shares · 0.1% of their software$2.3M+$949K
- PegasystemsPEGA20,658 shares · 0.1% of their software$2.3MNew · +$2.6M
- Cognyte Software Ltd.CGNT143,580 shares · 0.1% of their software · price −$701K$2.3M+$892K
- Alight, Inc.ALIT208,092 shares · 0.1% of their software$2.2MNew · +$2.4M
- JFrogFROG72,963 shares · 0.1% of their software$2.2M−$1.2M
- BlackbaudBLKB24,005 shares · 0.0% of their software$1.9MNew · +$1.7M
- LightspeedLSPD44,802 shares · 0.0% of their software · price −$2.5M$1.8M−$9.6M
- DHI Group, Inc.DHX282,373 shares · 0.0% of their software$1.8MFlat
- A10 Networks, Inc.ATEN104,512 shares · 0.0% of their software$1.7MFlat
- Red Violet, Inc.RDVT43,271 shares · 0.0% of their software · price +$601K$1.7M+$588K
- BlackLineBL16,220 shares · 0.0% of their software$1.7M−$1.1M
- QualysQLYS11,886 shares · 0.0% of their software$1.6MFlat
- ACI WorldwideACIW46,742 shares · 0.0% of their software$1.6MFlat
- Sportradar Group AGSRAD89,554 shares · 0.0% of their software$1.6M+$1.7M
- SprinklrCXM96,297 shares · 0.0% of their software$1.5MNew · +$1.7M
- Rekor Systems, Inc.REKR216,047 shares · 0.0% of their software · price −$1.1M$1.4M−$2.6M
- WorkivaWK10,461 shares · 0.0% of their software$1.4MFlat
- Veritone, Inc.VERI59,752 shares · 0.0% of their software$1.3M−$646K
- Donnelley Financial Solutions, Inc.DFIN27,713 shares · 0.0% of their software$1.3M+$513K
- DescartesDSGX15,373 shares · 0.0% of their software$1.3M−$2.8M
- BoxBOX47,573 shares · 0.0% of their software$1.2M−$3.7M
- Upbound Group, Inc.UPBD25,465 shares · 0.0% of their software$1.2MFlat
- Euronet Worldwide, Inc.EEFT10,178 shares · 0.0% of their software$1.2M+$750K
- VaronisVRNS24,873 shares · 0.0% of their software$1.2MNew · +$1.5M
- SamsaraIOT43,078 shares · 0.0% of their software$1.2MNew · +$1.2M
- DoceboDCBO17,511 shares · 0.0% of their software$1.2M−$567K
- InterDigital, Inc.IDCC16,391 shares · 0.0% of their software$1.2M−$881K
- NICENICE3,812 shares · 0.0% of their software$1.2MFlat
- Alarm.com Holdings, Inc.ALRM13,452 shares · 0.0% of their software$1.1M−$866K
- LiveRamp Holdings, Inc.RAMP23,707 shares · 0.0% of their software$1.1M−$2.4M
- Cellebrite DI Ltd.CLBT141,308 shares · 0.0% of their software$1.1MNew · +$1.3M
- Manhattan AssociatesMANH6,914 shares · 0.0% of their software$1.1MNew · +$1.1M
- Remitly Global, Inc.RELY51,886 shares · 0.0% of their software · price −$834K$1.1M+$614K
- SAPSAP7,622 shares · 0.0% of their software$1.1MNew · +$1.0M
- DuolingoDUOL9,957 shares · 0.0% of their software · price −$600K$1.1M−$2.0M
- PowerFleet, Inc.AIOT222,221 shares · 0.0% of their software$1.1MFlat
- Mitek Systems, Inc.MITK56,525 shares · 0.0% of their software$1.0MFlat
- Kingsoft Cloud Holdings LimitedKC63,481 shares · 0.0% of their software · price −$798K$1.0M−$4.1M
- i3 Verticals, Inc.IIIV42,582 shares · 0.0% of their software$970K+$551K
- YextYEXT95,749 shares · 0.0% of their software$950KFlat
- TeradataTDC19,679 shares · 0.0% of their software$836K+$774K
- ProgressPRGS17,121 shares · 0.0% of their software$826K+$622K
- Paysign, Inc.PAYS473,879 shares · 0.0% of their software · price −$521K$758KFlat
- Rapid7RPD6,416 shares · 0.0% of their software$755KNew · +$725K
- ProcorePCOR9,198 shares · 0.0% of their software$736KNew · +$822K
- Health CatalystHCAT18,397 shares · 0.0% of their software$729K+$523K
- CommvaultCVLT8,898 shares · 0.0% of their software$613KFlat
- PaylocityPCTY2,580 shares · 0.0% of their software$609KNew · +$723K
- Q2QTWO7,523 shares · 0.0% of their software$598KFlat
- PDF Solutions, Inc.PDFS18,648 shares · 0.0% of their software$593KFlat
- TenableTENB10,431 shares · 0.0% of their software$574K−$1.3M
- Zeta GlobalZETA66,969 shares · 0.0% of their software$564KNew · Flat
- Sprout SocialSPT5,290 shares · 0.0% of their software$480KFlat
- ePlus inc.PLUS8,875 shares · 0.0% of their software$478KNew · +$911K
- Full Truck Alliance Co. Ltd.YMM51,954 shares · 0.0% of their software$435KNew · +$796K
- Simulations PlusSLP9,132 shares · 0.0% of their software$432KNew · Flat
- PhreesiaPHR9,718 shares · 0.0% of their software$405KFlat
- Blend Labs, Inc.BLND50,064 shares · 0.0% of their software$367KNew · +$675K
- SimilarwebSMWB19,490 shares · 0.0% of their software$349KNew · Flat
- EVERTEC, Inc.EVTC6,708 shares · 0.0% of their software$335KFlat
- Telos CorporationTLS21,675 shares · 0.0% of their software$334KFlat
- Repay Holdings CorporationRPAY17,860 shares · 0.0% of their software$326KFlat
- Tuya Inc.TUYA45,999 shares · 0.0% of their software$287KFlat
- AppFolioAPPF2,327 shares · 0.0% of their software$282KNew · Flat
- BackblazeBLZE15,581 shares · 0.0% of their software$263KNew · Flat
- Rimini Street, Inc.RMNI42,896 shares · 0.0% of their software$256KNew · Flat
- SmartRent, Inc.SMRT25,983 shares · 0.0% of their software$252KNew · Flat
- FlywireFLYW6,522 shares · 0.0% of their software$248KNew · Flat
- DoubleVerifyDV7,140 shares · 0.0% of their software$238KNew · Flat
- 8x8EGHT13,899 shares · 0.0% of their software$233K—
- AudioEye, Inc.AEYE32,673 shares · 0.0% of their software$229KFlat
- OpenTextOTEX4,594 shares · 0.0% of their software$218KFlat
- N-ableNABL15,595 shares · 0.0% of their software$173K−$1.9M
- Payoneer Global Inc.PAYO21,893 shares · 0.0% of their software$161KFlat
- Intellicheck, Inc.IDN31,600 shares · 0.0% of their software$146KFlat
- VTEXVTEX13,490 shares · 0.0% of their software$145KNew · Flat
- ReposiTrak, Inc.TRAK21,585 shares · 0.0% of their software$126KFlat
- Grab Holdings LimitedGRAB14,539 shares · 0.0% of their software$104KNew · Flat
- Xunlei LimitedXNET35,221 shares · 0.0% of their software$71KFlat
- Lesaka Technologies, Inc.LSAK10,056 shares · 0.0% of their software$53KFlat
- Usio, Inc.USIO11,341 shares · 0.0% of their software$49KNew · Flat