Generalist · Bala Cynwyd, PA
Susquehanna International Group
Q1 2022 · compared with Q4 2021
Filed as Susquehanna International Group, LLP
- Software
- $5.6B
- Weight of 13F
- 8.5%
- Names
- 190
- Net bought
- +$3.3B
Filed 16 May 2022 · SEC filing.
Call exposure on these names is $19.4B across 274 lines. Calls are not in the stock total.
5,541 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
- MicrosoftMSFT3,252,283 shares · 17.9% of their software · price −$91.1M$1.0B+$390M
- WorkdayWDAY2,937,014 shares · 12.5% of their software · price −$99.0M$703M+$792M
- AdobeADBE1,263,982 shares · 10.3% of their software · price −$141M$576M+$633M
- ZoomZM3,131,520 shares · 6.5% of their software · price −$209M$367M+$360M
- SalesforceCRM1,313,470 shares · 5.0% of their software · price −$54.9M$279M+$218M
- ShopifySHOP404,786 shares · 4.9% of their software · price −$284M$274M+$304M
- Block, Inc.XYZ1,736,053 shares · 4.2% of their software · price −$45.0M$235M+$183M
- DocuSignDOCU1,930,585 shares · 3.7% of their software · price −$87.2M$207M+$256M
- PalantirPLTR13,660,907 shares · 3.3% of their software · price −$61.2M$188M−$33.5M
- SnowflakeSNOW595,536 shares · 2.4% of their software · price −$65.3M$136M+$193M
- TwilioTWLO694,398 shares · 2.0% of their software · price −$68.4M$114M+$143M
- The Trade DeskTTD1,302,346 shares · 1.6% of their software · price −$29.2M$90.2M+$51.6M
- CrowdStrikeCRWD361,520 shares · 1.5% of their software · price +$8.1M$82.1M−$17.3M
- Agora, Inc.API8,189,697 shares · 1.5% of their software · price −$51.3M$81.4MFlat
- IntuitINTU147,889 shares · 1.3% of their software · price −$24.0M$71.1M−$40.1M
- Automatic Data Processing, Inc.ADP277,411 shares · 1.1% of their software · price −$5.3M$63.1M+$39.8M
- RingCentralRNG527,506 shares · 1.1% of their software · price −$37.0M$61.8M+$21.9M
- OracleORCL731,779 shares · 1.1% of their software · price −$3.3M$60.5M−$23.0M
- Fiserv, Inc.FISV458,710 shares · 0.8% of their software · price −$1.1M$46.5M+$28.9M
- ServiceNowNOW72,517 shares · 0.7% of their software · price −$6.7M$40.4M−$4.2M
- AutodeskADSK128,324 shares · 0.5% of their software · price −$8.6M$27.5M+$4.9M
- Strategy IncMSTR56,022 shares · 0.5% of their software · price −$3.3M$27.2M−$3.5M
- SynopsysSNPS81,720 shares · 0.5% of their software · price −$2.9M$27.2M+$10.6M
- FortinetFTNT78,854 shares · 0.5% of their software · price −$1.4M$26.9M+$10.3M
- Palo Alto NetworksPANW39,556 shares · 0.4% of their software · price +$2.6M$24.6M−$27.7M
- UiPathPATH1,099,840 shares · 0.4% of their software · price −$23.7M$23.7M+$4.3M
- CadenceCDNS143,509 shares · 0.4% of their software · price −$3.1M$23.6M+$9.1M
- FastlyFSLY1,275,516 shares · 0.4% of their software · price −$23.0M$22.2M−$1.7M
- WixWIX200,433 shares · 0.4% of their software · price −$10.7M$20.9M+$13.9M
- PaycomPAYC59,367 shares · 0.4% of their software · price −$4.1M$20.6M+$12.8M
- Paychex, Inc.PAYX148,244 shares · 0.4% of their software$20.2M+$8.1M
- CoStarCSGP298,567 shares · 0.4% of their software · price −$3.7M$19.9M+$4.0M
- DatadogDDOG126,234 shares · 0.3% of their software · price −$3.4M$19.1M−$9.3M
- C3.aiAI830,963 shares · 0.3% of their software · price −$7.1M$18.9M−$42.5M
- CloudflareNET138,086 shares · 0.3% of their software · price −$1.6M$16.5M+$795K
- monday.comMNDY98,127 shares · 0.3% of their software · price −$14.8M$15.5MNew · +$30.3M
- UnityU154,497 shares · 0.3% of their software · price −$6.8M$15.3M+$586K
- SAPSAP136,537 shares · 0.3% of their software · price −$4.0M$15.2M+$18.1M
- ZoomInfoZI248,818 shares · 0.3% of their software$14.9M—
- Lyft, Inc.LYFT387,014 shares · 0.3% of their software · price −$1.7M$14.9M−$2.9M
- SentinelOneS379,602 shares · 0.3% of their software · price −$4.5M$14.7M+$2.4M
- Digital TurbineAPPS330,389 shares · 0.3% of their software · price −$5.7M$14.5M−$26.5M
- VeriskVRSK64,670 shares · 0.2% of their software · price −$912K$13.9M+$2.6M
- Roper Technologies, Inc.ROP28,780 shares · 0.2% of their software · price −$565K$13.6M−$3.6M
- AsanaASAN338,239 shares · 0.2% of their software · price −$11.7M$13.5MFlat
- VeevaVEEV63,277 shares · 0.2% of their software · price −$2.7M$13.4M+$6.8M
- OktaOKTA88,161 shares · 0.2% of their software · price −$6.5M$13.3MFlat
- HubSpotHUBS27,566 shares · 0.2% of their software · price −$5.1M$13.1M+$1.2M
- Five9FIVN117,594 shares · 0.2% of their software · price −$3.2M$13.0M+$11.2M
- BlackBerry LimitedBB1,644,994 shares · 0.2% of their software · price −$3.1M$12.3M−$13.2M
- ZscalerZS50,303 shares · 0.2% of their software · price −$4.0M$12.1M−$648K
- DynatraceDT249,402 shares · 0.2% of their software · price −$3.3M$11.7MFlat
- Sabre CorporationSABR1,003,811 shares · 0.2% of their software · price +$2.9M$11.5M−$13.3M
- SS&CSSNC149,649 shares · 0.2% of their software · price −$1.0M$11.2M+$3.8M
- ElasticESTC122,197 shares · 0.2% of their software · price −$4.2M$10.9M+$830K
- NetApp, Inc.NTAP119,182 shares · 0.2% of their software · price −$1.1M$9.9M+$2.5M
- VeriSign, Inc.VRSN43,995 shares · 0.2% of their software · price −$1.4M$9.8M+$3.7M
- AkamaiAKAM76,737 shares · 0.2% of their software$9.2M−$2.8M
- Yalla Group LimitedYALA2,000,000 shares · 0.2% of their software · price −$4.5M$9.0MFlat
- Bandwidth Inc.BAND257,390 shares · 0.1% of their software · price −$10.1M$8.3M+$13.9M
- Zeta GlobalZETA653,200 shares · 0.1% of their software · price +$2.8M$8.3M+$4.9M
- Global-EGLBE242,378 shares · 0.1% of their software · price −$7.2M$8.2M+$6.1M
- MagniteMGNI583,482 shares · 0.1% of their software · price −$2.5M$7.7M−$2.1M
- Clear Secure, Inc.YOU271,495 shares · 0.1% of their software · price −$1.2M$7.3M+$5.5M
- Fair IsaacFICO15,133 shares · 0.1% of their software$7.1M+$3.4M
- BroadridgeBR44,100 shares · 0.1% of their software · price −$1.2M$6.9M+$1.1M
- LightspeedLSPD225,307 shares · 0.1% of their software · price −$2.2M$6.9M+$7.3M
- NICENICE30,057 shares · 0.1% of their software · price −$2.5M$6.6M+$8.0M
- AppianAPPN106,821 shares · 0.1% of their software$6.5M−$5.2M
- Tyler TechnologiesTYL14,196 shares · 0.1% of their software · price −$1.3M$6.3M+$1.6M
- F5, Inc.FFIV29,962 shares · 0.1% of their software · price −$1.1M$6.3M+$3.0M
- AppLovinAPP112,964 shares · 0.1% of their software · price −$4.4M$6.2M−$3.8M
- SchrödingerSDGR179,497 shares · 0.1% of their software$6.1M−$1.0M
- Uber Technologies, Inc.UBER169,335 shares · 0.1% of their software · price −$1.1M$6.0M−$134M
- FactSetFDS13,218 shares · 0.1% of their software · price −$685K$5.7M−$15.4M
- TrimbleTRMB78,553 shares · 0.1% of their software · price −$1.2M$5.7M+$540K
- Gen DigitalGEN203,892 shares · 0.1% of their software$5.4M+$685K
- DoximityDOCS102,708 shares · 0.1% of their software$5.4M+$1.7M
- Blend Labs, Inc.BLND919,900 shares · 0.1% of their software · price −$1.5M$5.2M+$6.4M
- StoneCo Ltd.STNE422,377 shares · 0.1% of their software · price −$2.2M$4.9M−$2.7M
- PAR Technology CorporationPAR116,107 shares · 0.1% of their software · price −$1.4M$4.7MNew · +$6.1M
- AvePointAVPT802,160 shares · 0.1% of their software · price −$826K$4.2M+$566K
- PagSeguro Digital Ltd.PAGS209,439 shares · 0.1% of their software · price −$1.3M$4.2M−$9.4M
- Commerce.com, Inc.CMRC186,181 shares · 0.1% of their software · price −$2.5M$4.1M−$13.2M
- PTCPTC37,802 shares · 0.1% of their software · price −$508K$4.1M+$1.5M
- BILLBILL17,830 shares · 0.1% of their software$4.0M−$11.1M
- BoxBOX127,183 shares · 0.1% of their software$3.7M+$2.1M
- nCinoNCNO89,847 shares · 0.1% of their software · price −$1.2M$3.7MNew · +$4.9M
- GitLabGTLB66,421 shares · 0.1% of their software · price −$2.2M$3.6M−$7.5M
- QualysQLYS22,972 shares · 0.1% of their software$3.3M+$1.5M
- Radware Ltd.RDWR92,934 shares · 0.1% of their software · price −$899K$3.0M−$3.2M
- A10 Networks, Inc.ATEN209,546 shares · 0.1% of their software · price −$551K$2.9M+$1.7M
- CertaraCERT135,694 shares · 0.1% of their software · price −$942K$2.9MNew · +$3.9M
- NetScout Systems, Inc.NTCT90,128 shares · 0.1% of their software$2.9MFlat
- SmartRent, Inc.SMRT566,412 shares · 0.1% of their software · price −$2.6M$2.9M+$5.2M
- JFrogFROG100,171 shares · 0.0% of their software$2.7M+$808K
- CCC Intelligent Solutions Holdings Inc.CCC242,943 shares · 0.0% of their software$2.7MNew · +$2.8M
- CourseraCOUR110,873 shares · 0.0% of their software$2.6MFlat
- DuolingoDUOL26,388 shares · 0.0% of their software$2.5M+$1.7M
- MorningstarMORN9,097 shares · 0.0% of their software · price −$626K$2.5M−$3.9M
- Alight, Inc.ALIT244,298 shares · 0.0% of their software$2.4MFlat
- Cerence Inc.CRNC65,240 shares · 0.0% of their software · price −$2.6M$2.4M+$1.3M
- VaronisVRNS49,343 shares · 0.0% of their software$2.3M+$1.2M
- Grab Holdings LimitedGRAB667,900 shares · 0.0% of their software · price −$2.4M$2.3M+$4.7M
- Allot Ltd.ALLT287,146 shares · 0.0% of their software · price −$1.1M$2.3MFlat
- Rackspace Technology, Inc.RXT205,605 shares · 0.0% of their software$2.3MFlat
- NutanixNTNX85,180 shares · 0.0% of their software$2.3M−$558K
- CS Disco, Inc.LAW65,978 shares · 0.0% of their software$2.2MNew · +$2.4M
- DomoDOMO44,114 shares · 0.0% of their software$2.2M—
- DLocal LimitedDLO70,378 shares · 0.0% of their software$2.2M−$1.6M
- Materialise NVMTLS102,716 shares · 0.0% of their software$2.0M−$623K
- Check PointCHKP14,026 shares · 0.0% of their software$1.9M−$11.5M
- AmplitudeAMPL104,932 shares · 0.0% of their software · price −$3.6M$1.9MNew · +$5.6M
- TenableTENB30,324 shares · 0.0% of their software$1.8M+$1.1M
- DHI Group, Inc.DHX283,923 shares · 0.0% of their software$1.7MFlat
- SPS CommerceSPSC12,543 shares · 0.0% of their software$1.6M−$1.2M
- Riskified Ltd.RSKD271,843 shares · 0.0% of their software$1.6M−$1.4M
- PegasystemsPEGA19,754 shares · 0.0% of their software · price −$616K$1.6MFlat
- CommvaultCVLT23,868 shares · 0.0% of their software$1.6M+$1.0M
- PagerDutyPD44,615 shares · 0.0% of their software$1.5M−$2.5M
- SamsaraIOT92,408 shares · 0.0% of their software · price −$1.1M$1.5M+$1.4M
- Sportradar Group AGSRAD88,787 shares · 0.0% of their software$1.5MFlat
- Red Violet, Inc.RDVT51,460 shares · 0.0% of their software · price −$576K$1.5MFlat
- ProcorePCOR24,804 shares · 0.0% of their software · price −$546K$1.4M+$1.2M
- DropboxDBX60,549 shares · 0.0% of their software$1.4M−$5.6M
- WorkivaWK11,762 shares · 0.0% of their software$1.4MFlat
- Upbound Group, Inc.UPBD51,274 shares · 0.0% of their software · price −$1.2M$1.3MSplit
- Kingsoft Cloud Holdings LimitedKC210,555 shares · 0.0% of their software · price −$2.0M$1.3M+$2.3M
- Calix, Inc.CALX28,649 shares · 0.0% of their software · price −$1.1M$1.2M−$1.0M
- Cellebrite DI Ltd.CLBT185,224 shares · 0.0% of their software$1.2MFlat
- i3 Verticals, Inc.IIIV38,974 shares · 0.0% of their software$1.1MFlat
- PubMaticPUBM41,253 shares · 0.0% of their software$1.1M−$9.2M
- Amdocs LimitedDOX13,016 shares · 0.0% of their software$1.1MNew · +$974K
- Immersion CorporationIMMR187,845 shares · 0.0% of their software$1.0M−$1.3M
- MongoDBMDB2,104 shares · 0.0% of their software$933K−$8.3M
- ACI WorldwideACIW29,005 shares · 0.0% of their software$913K−$615K
- N-ableNABL99,292 shares · 0.0% of their software$904K+$929K
- ProgressPRGS19,199 shares · 0.0% of their software$904KFlat
- Telos CorporationTLS81,784 shares · 0.0% of their software$815K+$927K
- Q2QTWO12,475 shares · 0.0% of their software$769KFlat
- Viant Technology Inc.DSP117,246 shares · 0.0% of their software$768KNew · +$1.1M
- OpenTextOTEX17,878 shares · 0.0% of their software$758K+$631K
- Veritone, Inc.VERI40,773 shares · 0.0% of their software$745KFlat
- Sprout SocialSPT8,412 shares · 0.0% of their software$674KFlat
- Rapid7RPD6,017 shares · 0.0% of their software$669KFlat
- SprinklrCXM55,733 shares · 0.0% of their software$663K−$644K
- BlackbaudBLKB10,331 shares · 0.0% of their software$619K−$1.1M
- ePlus inc.PLUS10,736 shares · 0.0% of their software$602KFlat
- DescartesDSGX7,770 shares · 0.0% of their software$569K−$629K
- Paysign, Inc.PAYS277,577 shares · 0.0% of their software$547KFlat
- ReposiTrak, Inc.TRAK102,094 shares · 0.0% of their software$539KFlat
- PowerFleet, Inc.AIOT180,186 shares · 0.0% of their software$535KFlat
- PaymentusPAY25,347 shares · 0.0% of their software$534KNew · +$887K
- AppFolioAPPF4,129 shares · 0.0% of their software$467KFlat
- GoDaddyGDDY5,169 shares · 0.0% of their software$433K−$7.2M
- Nerdy Inc.NRDY84,419 shares · 0.0% of their software$430KNew · Flat
- Shift4 Payments, Inc.FOUR6,587 shares · 0.0% of their software$408K−$20.6M
- Alarm.com Holdings, Inc.ALRM5,415 shares · 0.0% of their software$360K−$682K
- PDF Solutions, Inc.PDFS12,864 shares · 0.0% of their software$359KFlat
- eGain CorporationEGAN30,577 shares · 0.0% of their software$354KNew · Flat
- Full Truck Alliance Co. Ltd.YMM51,397 shares · 0.0% of their software$343KFlat
- FreshworksFRSH18,600 shares · 0.0% of their software$333K−$2.3M
- Donnelley Financial Solutions, Inc.DFIN9,956 shares · 0.0% of their software$331K−$837K
- VirTra, Inc.VTSI54,018 shares · 0.0% of their software$329KNew · Flat
- EVERTEC, Inc.EVTC7,957 shares · 0.0% of their software$326KFlat
- Euronet Worldwide, Inc.EEFT2,449 shares · 0.0% of their software$319K−$921K
- PhreesiaPHR12,068 shares · 0.0% of their software$318KFlat
- BlackLineBL4,326 shares · 0.0% of their software$317K−$1.2M
- Rekor Systems, Inc.REKR68,703 shares · 0.0% of their software$313K−$965K
- ToastTOST13,324 shares · 0.0% of their software$290K−$4.6M
- Cognyte Software Ltd.CGNT23,742 shares · 0.0% of their software$269K−$1.9M
- GuidewireGWRE2,551 shares · 0.0% of their software$241KNew · Flat
- Mitek Systems, Inc.MITK16,159 shares · 0.0% of their software$237K−$716K
- Manhattan AssociatesMANH1,550 shares · 0.0% of their software$215K−$834K
- NextNav Inc.NN28,254 shares · 0.0% of their software$212KNew · Flat
- DigitalOceanDOCN3,474 shares · 0.0% of their software$201K−$4.3M
- BackblazeBLZE18,791 shares · 0.0% of their software$200KFlat
- Rimini Street, Inc.RMNI33,909 shares · 0.0% of their software$197KFlat
- OneSpan Inc.OSPN13,607 shares · 0.0% of their software$196KNew · Flat
- SimilarwebSMWB13,993 shares · 0.0% of their software$181KFlat
- 8x8EGHT14,274 shares · 0.0% of their software$180K—
- SemrushSEMR14,691 shares · 0.0% of their software$175KNew
- AudioEye, Inc.AEYE23,364 shares · 0.0% of their software$159KFlat
- Ribbon Communications Inc.RBBN40,906 shares · 0.0% of their software$126KNew · Flat
- Xunlei LimitedXNET66,072 shares · 0.0% of their software$116KFlat
- Payoneer Global Inc.PAYO21,893 shares · 0.0% of their software$98KFlat
- NetSol Technologies, Inc.NTWK18,885 shares · 0.0% of their software$73KNew · Flat
- Kaltura, Inc.KLTR40,139 shares · 0.0% of their software$72KNew · Flat
- Intellicheck, Inc.IDN25,013 shares · 0.0% of their software$64KFlat
- Usio, Inc.USIO16,672 shares · 0.0% of their software$60KFlat