Generalist · Bala Cynwyd, PA
Susquehanna International Group
Q2 2022 · compared with Q1 2022
Filed as Susquehanna International Group, LLP
- Software
- $3.0B
- Weight of 13F
- 6.6%
- Names
- 176
- Net bought
- +$1.2B
Filed 15 August 2022 · SEC filing.
Call exposure on these names is $11.3B across 265 lines. Calls are not in the stock total.
5,600 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
- MicrosoftMSFT2,437,533 shares · 20.7% of their software · price −$125M$626M−$251M
- ZoomZM3,398,340 shares · 12.1% of their software · price −$31.5M$367M+$31.3M
- AdobeADBE679,575 shares · 8.2% of their software · price −$60.9M$249M−$266M
- SalesforceCRM1,120,042 shares · 6.1% of their software · price −$53.0M$185M−$41.1M
- ShopifySHOP4,112,758 shares · 4.2% of their software · price −$2.7B$128M+$2.5B
- DocuSignDOCU1,643,041 shares · 3.1% of their software · price −$81.7M$94.3M−$30.8M
- Uber Technologies, Inc.UBER4,437,983 shares · 3.0% of their software · price −$67.5M$90.8M+$152M
- CoStarCSGP1,182,768 shares · 2.4% of their software · price −$7.3M$71.5M+$58.9M
- PalantirPLTR7,593,049 shares · 2.3% of their software · price −$35.4M$68.9M−$83.3M
- SnowflakeSNOW429,913 shares · 2.0% of their software · price −$38.7M$59.8M−$37.9M
- WorkdayWDAY391,943 shares · 1.8% of their software · price −$39.1M$54.7M−$609M
- Agora, Inc.API8,189,697 shares · 1.8% of their software · price −$27.6M$53.8MFlat
- IntuitINTU129,891 shares · 1.7% of their software · price −$12.4M$50.1M−$8.7M
- ZscalerZS311,603 shares · 1.5% of their software · price −$28.6M$46.6M+$63.0M
- Block, Inc.XYZ705,805 shares · 1.4% of their software · price −$52.3M$43.4M−$140M
- Automatic Data Processing, Inc.ADP198,834 shares · 1.4% of their software · price −$3.5M$41.8M−$17.9M
- The Trade DeskTTD990,128 shares · 1.4% of their software · price −$27.1M$41.5M−$21.6M
- RingCentralRNG718,853 shares · 1.2% of their software · price −$46.7M$37.6M+$22.4M
- Fiserv, Inc.FISV370,472 shares · 1.1% of their software · price −$4.6M$33.0M−$8.9M
- AutodeskADSK186,231 shares · 1.1% of their software · price −$7.9M$32.0M+$12.4M
- UnityU802,137 shares · 1.0% of their software · price −$50.0M$29.5M+$64.3M
- OracleORCL410,535 shares · 0.9% of their software · price −$5.3M$28.7M−$26.6M
- DatadogDDOG288,554 shares · 0.9% of their software · price −$16.2M$27.5M+$24.6M
- CrowdStrikeCRWD160,931 shares · 0.9% of their software · price −$9.4M$27.1M−$45.5M
- UiPathPATH1,441,392 shares · 0.9% of their software · price −$4.9M$26.2M+$7.4M
- Palo Alto NetworksPANW49,969 shares · 0.8% of their software · price −$6.4M$24.7M+$6.5M
- FortinetFTNT432,332 shares · 0.8% of their software · price −$123M$24.5M+$121M
- OktaOKTA265,869 shares · 0.8% of their software · price −$16.1M$24.0M+$26.8M
- ServiceNowNOW46,127 shares · 0.7% of their software · price −$3.8M$21.9M−$14.7M
- CadenceCDNS138,274 shares · 0.7% of their software · price −$2.0M$20.7M−$861K
- SynopsysSNPS66,547 shares · 0.7% of their software · price −$2.0M$20.2M−$5.1M
- Paychex, Inc.PAYX151,081 shares · 0.6% of their software · price −$3.4M$17.2MFlat
- VeriskVRSK79,837 shares · 0.5% of their software · price −$3.3M$13.8M+$3.3M
- CloudflareNET311,533 shares · 0.5% of their software · price −$23.7M$13.6M+$20.8M
- ZoomInfoZI402,485 shares · 0.4% of their software$13.4M—
- TwilioTWLO153,818 shares · 0.4% of their software · price −$12.5M$12.9M−$89.1M
- Roper Technologies, Inc.ROP31,653 shares · 0.4% of their software · price −$2.5M$12.5M+$1.4M
- AkamaiAKAM123,624 shares · 0.4% of their software · price −$3.5M$11.3M+$5.6M
- Strategy IncMSTR65,001 shares · 0.4% of their software · price −$20.9M$10.7M+$4.4M
- Sabre CorporationSABR1,790,359 shares · 0.3% of their software · price −$10.0M$10.4M+$9.0M
- Euronet Worldwide, Inc.EEFT103,147 shares · 0.3% of their software · price −$3.0M$10.4M+$13.1M
- VeriSign, Inc.VRSN57,840 shares · 0.3% of their software · price −$3.2M$9.7M+$3.1M
- NICENICE48,015 shares · 0.3% of their software · price −$1.3M$9.2M+$3.9M
- Yalla Group LimitedYALA2,000,000 shares · 0.3% of their software · price −$1.2M$7.8MFlat
- SS&CSSNC133,598 shares · 0.3% of their software · price −$2.3M$7.8M−$1.2M
- BlackBerry LimitedBB1,338,968 shares · 0.2% of their software · price −$2.8M$7.2M−$2.3M
- FastlyFSLY606,472 shares · 0.2% of their software · price −$3.5M$7.0M−$11.6M
- Five9FIVN74,084 shares · 0.2% of their software · price −$1.4M$6.8M−$4.8M
- ElasticESTC95,741 shares · 0.2% of their software · price −$2.0M$6.5M−$2.4M
- Global-EGLBE314,839 shares · 0.2% of their software · price −$4.3M$6.4M+$2.4M
- C3.aiAI346,827 shares · 0.2% of their software · price −$1.5M$6.3M−$11.0M
- StoneCo Ltd.STNE787,482 shares · 0.2% of their software · price −$3.1M$6.1M+$4.3M
- Digital TurbineAPPS323,775 shares · 0.2% of their software · price −$8.5M$5.7MFlat
- MongoDBMDB21,567 shares · 0.2% of their software · price −$4.0M$5.6M+$8.6M
- CertaraCERT244,376 shares · 0.2% of their software$5.2M+$2.3M
- Fair IsaacFICO12,402 shares · 0.2% of their software · price −$813K$5.0M−$1.3M
- WixWIX73,396 shares · 0.2% of their software · price −$2.9M$4.8M−$13.3M
- Clear Secure, Inc.YOU238,908 shares · 0.2% of their software · price −$1.6M$4.8M−$876K
- Tyler TechnologiesTYL13,405 shares · 0.1% of their software · price −$1.5M$4.5MFlat
- DropboxDBX209,067 shares · 0.1% of their software$4.4M+$3.5M
- DynatraceDT107,616 shares · 0.1% of their software · price −$824K$4.2M−$6.7M
- GoDaddyGDDY59,837 shares · 0.1% of their software · price −$846K$4.2M+$4.6M
- Bandwidth Inc.BAND203,537 shares · 0.1% of their software · price −$2.8M$3.8M−$1.7M
- SentinelOneS147,817 shares · 0.1% of their software · price −$2.3M$3.4M−$9.0M
- Grab Holdings LimitedGRAB1,345,254 shares · 0.1% of their software · price −$1.3M$3.4M+$2.4M
- MagniteMGNI381,568 shares · 0.1% of their software · price −$1.7M$3.4M−$2.7M
- JFrogFROG160,623 shares · 0.1% of their software · price −$944K$3.4M+$1.6M
- PaycomPAYC11,874 shares · 0.1% of their software · price −$787K$3.3M−$16.5M
- PubMaticPUBM201,599 shares · 0.1% of their software · price −$2.1M$3.2M+$4.2M
- PAR Technology CorporationPAR82,508 shares · 0.1% of their software$3.1M−$1.4M
- VeevaVEEV15,442 shares · 0.1% of their software$3.1M−$10.2M
- BroadridgeBR21,169 shares · 0.1% of their software$3.0M−$3.6M
- Lyft, Inc.LYFT199,932 shares · 0.1% of their software · price −$5.0M$2.7M−$7.2M
- AppLovinAPP76,436 shares · 0.1% of their software · price −$1.6M$2.6M−$2.0M
- TrimbleTRMB45,122 shares · 0.1% of their software · price −$628K$2.6M−$2.4M
- AmplitudeAMPL171,534 shares · 0.1% of their software · price −$710K$2.5M+$1.2M
- Bentley SystemsBSY70,480 shares · 0.1% of their software · price −$767K$2.3MNew · +$3.1M
- SchrödingerSDGR88,787 shares · 0.1% of their software · price −$685K$2.3M−$3.1M
- nCinoNCNO75,578 shares · 0.1% of their software · price −$760K$2.3M−$585K
- FactSetFDS5,989 shares · 0.1% of their software$2.3M−$3.1M
- NetApp, Inc.NTAP31,929 shares · 0.1% of their software · price −$567K$2.1M−$7.2M
- MorningstarMORN8,455 shares · 0.1% of their software$2.0MFlat
- ToastTOST154,396 shares · 0.1% of their software · price −$1.4M$2.0M+$3.1M
- Alight, Inc.ALIT294,301 shares · 0.1% of their software · price −$942K$2.0MFlat
- AppianAPPN40,513 shares · 0.1% of their software · price −$545K$1.9M−$4.0M
- Commerce.com, Inc.CMRC115,774 shares · 0.1% of their software · price −$661K$1.9M−$1.5M
- Rapid7RPD27,953 shares · 0.1% of their software · price −$1.2M$1.9M+$2.4M
- PTCPTC17,374 shares · 0.1% of their software$1.8M−$2.2M
- N-ableNABL194,004 shares · 0.1% of their software$1.7M+$862K
- Gen DigitalGEN79,169 shares · 0.1% of their software$1.7M−$3.3M
- BILLBILL15,575 shares · 0.1% of their software · price −$1.8M$1.7M−$511K
- LightspeedLSPD76,543 shares · 0.1% of their software · price −$625K$1.7M−$4.5M
- PagerDutyPD58,774 shares · 0.0% of their software · price −$553K$1.5MFlat
- Materialise NVMTLS105,456 shares · 0.0% of their software · price −$604K$1.4MFlat
- AsanaASAN78,221 shares · 0.0% of their software · price −$1.8M$1.4M−$10.4M
- SAPSAP14,991 shares · 0.0% of their software$1.4M−$13.5M
- Check PointCHKP10,493 shares · 0.0% of their software$1.3MFlat
- F5, Inc.FFIV8,043 shares · 0.0% of their software$1.2M−$4.6M
- ProgressPRGS27,095 shares · 0.0% of their software$1.2MFlat
- Shift4 Payments, Inc.FOUR36,019 shares · 0.0% of their software · price −$1.0M$1.2M+$1.8M
- Zeta GlobalZETA256,044 shares · 0.0% of their software · price −$2.1M$1.2M−$5.1M
- Blend Labs, Inc.BLND479,293 shares · 0.0% of their software · price −$1.6M$1.1M−$2.5M
- SPS CommerceSPSC9,250 shares · 0.0% of their software$1.0MFlat
- NetScout Systems, Inc.NTCT29,979 shares · 0.0% of their software$1.0M−$1.9M
- Calix, Inc.CALX29,690 shares · 0.0% of their software$1.0MFlat
- HubSpotHUBS3,306 shares · 0.0% of their software · price −$576K$994K−$11.5M
- Kingsoft Cloud Holdings LimitedKC215,624 shares · 0.0% of their software$959KFlat
- VaronisVRNS31,341 shares · 0.0% of their software · price −$571K$919K−$856K
- InterDigital, Inc.IDCC14,304 shares · 0.0% of their software$870KNew · +$913K
- Full Truck Alliance Co. Ltd.YMM94,235 shares · 0.0% of their software$854KFlat
- Rackspace Technology, Inc.RXT116,632 shares · 0.0% of their software$836K−$993K
- Rekor Systems, Inc.REKR457,051 shares · 0.0% of their software · price −$1.3M$804K+$1.8M
- QualysQLYS6,360 shares · 0.0% of their software$802K−$2.4M
- PagSeguro Digital Ltd.PAGS76,116 shares · 0.0% of their software · price −$747K$779K−$2.7M
- Immersion CorporationIMMR136,640 shares · 0.0% of their software$730KFlat
- ACI WorldwideACIW27,669 shares · 0.0% of their software$716KFlat
- Telos CorporationTLS87,858 shares · 0.0% of their software$710KFlat
- Sprout SocialSPT12,163 shares · 0.0% of their software$706KFlat
- Allot Ltd.ALLT136,310 shares · 0.0% of their software$667K−$1.2M
- PegasystemsPEGA13,231 shares · 0.0% of their software$633K−$526K
- TeradataTDC16,891 shares · 0.0% of their software$625KNew · +$833K
- FreshworksFRSH46,858 shares · 0.0% of their software$616K+$506K
- DuolingoDUOL7,004 shares · 0.0% of their software$613K−$1.8M
- BlackbaudBLKB10,546 shares · 0.0% of their software$612KFlat
- PaylocityPCTY3,383 shares · 0.0% of their software$590KNew · +$696K
- Sportradar Group AGSRAD74,301 shares · 0.0% of their software · price −$649K$587KFlat
- Viant Technology Inc.DSP110,005 shares · 0.0% of their software$559KFlat
- AvePointAVPT120,825 shares · 0.0% of their software$524K−$3.6M
- SimilarwebSMWB61,086 shares · 0.0% of their software$504K+$610K
- Cerence Inc.CRNC19,427 shares · 0.0% of their software$490K−$1.7M
- AppFolioAPPF5,354 shares · 0.0% of their software$485KFlat
- BlackLineBL7,123 shares · 0.0% of their software$474KFlat
- ReposiTrak, Inc.TRAK103,227 shares · 0.0% of their software$454KFlat
- GitLabGTLB8,099 shares · 0.0% of their software$430K−$3.2M
- WEX Inc.WEX2,754 shares · 0.0% of their software$428KNew · Flat
- CommvaultCVLT6,756 shares · 0.0% of their software$425K−$1.1M
- DHI Group, Inc.DHX85,519 shares · 0.0% of their software$425K−$1.2M
- NextNav Inc.NN176,638 shares · 0.0% of their software · price −$922K$401K+$1.1M
- Manhattan AssociatesMANH3,475 shares · 0.0% of their software$398KFlat
- Paysign, Inc.PAYS253,866 shares · 0.0% of their software$386KFlat
- SmartRent, Inc.SMRT85,008 shares · 0.0% of their software$384K−$2.4M
- DoceboDCBO12,100 shares · 0.0% of their software$348KNew · +$627K
- NutanixNTNX23,617 shares · 0.0% of their software$346K−$1.7M
- TenableTENB7,613 shares · 0.0% of their software$346K−$1.3M
- Nerdy Inc.NRDY153,395 shares · 0.0% of their software$327KFlat
- BoxBOX12,261 shares · 0.0% of their software$308K−$3.3M
- OneSpan Inc.OSPN25,618 shares · 0.0% of their software$305KFlat
- A10 Networks, Inc.ATEN20,815 shares · 0.0% of their software$299K−$2.6M
- Radware Ltd.RDWR13,489 shares · 0.0% of their software$292K−$2.5M
- PhreesiaPHR11,635 shares · 0.0% of their software$291KFlat
- Donnelley Financial Solutions, Inc.DFIN9,607 shares · 0.0% of their software$281KFlat
- Alarm.com Holdings, Inc.ALRM4,295 shares · 0.0% of their software$266KFlat
- DescartesDSGX4,077 shares · 0.0% of their software$253KFlat
- Riskified Ltd.RSKD56,456 shares · 0.0% of their software$251K−$1.3M
- GuidewireGWRE3,494 shares · 0.0% of their software$248KFlat
- Ribbon Communications Inc.RBBN77,909 shares · 0.0% of their software$237KFlat
- Lesaka Technologies, Inc.LSAK45,829 shares · 0.0% of their software$236KNew · Flat
- Upbound Group, Inc.UPBD11,558 shares · 0.0% of their software$225K−$1.0M
- i3 Verticals, Inc.IIIV8,310 shares · 0.0% of their software$208K−$854K
- Veritone, Inc.VERI29,703 shares · 0.0% of their software$194KFlat
- Mitek Systems, Inc.MITK19,626 shares · 0.0% of their software$181KFlat
- Intapp, Inc.INTA11,396 shares · 0.0% of their software$167KNew · Flat
- Clearwater AnalyticsCWAN13,826 shares · 0.0% of their software$166KNew
- YextYEXT28,938 shares · 0.0% of their software$138KNew · Flat
- Rimini Street, Inc.RMNI20,878 shares · 0.0% of their software$125KFlat
- SamsaraIOT10,270 shares · 0.0% of their software$115K−$1.3M
- Cognyte Software Ltd.CGNT20,921 shares · 0.0% of their software$89KFlat
- Payoneer Global Inc.PAYO21,893 shares · 0.0% of their software$86KFlat
- Cellebrite DI Ltd.CLBT16,225 shares · 0.0% of their software$83K−$1.1M
- Tuya Inc.TUYA29,600 shares · 0.0% of their software$78KNew · Flat
- SoundHound AI, Inc.SOUN28,564 shares · 0.0% of their software$77KNew · Flat
- Priority Technology Holdings, Inc.PRTH21,592 shares · 0.0% of their software$71KNew · Flat
- VirTra, Inc.VTSI10,400 shares · 0.0% of their software$51KFlat
- Intellicheck, Inc.IDN16,492 shares · 0.0% of their software$33KFlat
- Kaltura, Inc.KLTR14,098 shares · 0.0% of their software$28KFlat
- Xunlei LimitedXNET12,935 shares · 0.0% of their software$20KFlat