Generalist · Bala Cynwyd, PA
Susquehanna International Group
Q3 2022 · compared with Q2 2022
Filed as Susquehanna International Group, LLP
- Software
- $2.4B
- Weight of 13F
- 4.9%
- Names
- 197
- Net bought
- −$390M
Filed 14 November 2022 · SEC filing.
Call exposure on these names is $9.7B across 261 lines. Calls are not in the stock total.
5,938 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
- MicrosoftMSFT2,270,640 shares · 22.3% of their software · price −$54.3M$529M−$42.9M
- AdobeADBE660,207 shares · 7.7% of their software · price −$60.0M$182M−$7.1M
- ShopifySHOP6,381,739 shares · 7.3% of their software · price −$27.4M$172M+$70.9M
- SalesforceCRM872,744 shares · 5.3% of their software · price −$18.5M$126M−$40.8M
- Uber Technologies, Inc.UBER3,933,662 shares · 4.4% of their software · price +$23.8M$104M−$10.3M
- SnowflakeSNOW461,398 shares · 3.3% of their software · price +$14.3M$78.4M+$4.4M
- DocuSignDOCU1,349,673 shares · 3.0% of their software · price −$5.3M$72.2M−$16.8M
- ZoomZM871,697 shares · 2.7% of their software · price −$30.0M$64.1M−$273M
- CrowdStrikeCRWD376,800 shares · 2.6% of their software · price −$1.4M$62.1M+$36.4M
- WorkdayWDAY334,178 shares · 2.1% of their software · price +$4.2M$50.9M−$8.1M
- PalantirPLTR5,579,085 shares · 1.9% of their software · price −$5.2M$45.4M−$18.3M
- DatadogDDOG492,828 shares · 1.8% of their software · price −$3.2M$43.8M+$19.5M
- OracleORCL672,091 shares · 1.7% of their software · price −$5.9M$41.0M+$18.3M
- The Trade DeskTTD681,847 shares · 1.7% of their software · price +$12.2M$40.7M−$12.9M
- IntuitINTU101,214 shares · 1.7% of their software$39.2M−$11.1M
- Block, Inc.XYZ562,061 shares · 1.3% of their software · price −$3.6M$30.9M−$8.8M
- Agora, Inc.API8,189,675 shares · 1.3% of their software · price −$24.1M$29.7MFlat
- Lyft, Inc.LYFT2,185,245 shares · 1.2% of their software$28.8M+$26.4M
- TwilioTWLO403,948 shares · 1.2% of their software · price −$5.9M$27.9M+$21.0M
- Fiserv, Inc.FISV244,952 shares · 1.0% of their software · price +$1.1M$22.9M−$11.2M
- Palo Alto NetworksPANW126,809 shares · 0.9% of their software · price −$41.9M$20.8M+$38.0M
- WixWIX265,131 shares · 0.9% of their software · price +$3.4M$20.7M+$12.6M
- OktaOKTA338,142 shares · 0.8% of their software · price −$11.3M$19.2M+$6.5M
- RingCentralRNG441,393 shares · 0.7% of their software · price −$5.4M$17.6M−$14.5M
- CloudflareNET310,942 shares · 0.7% of their software · price +$3.6M$17.2MFlat
- Automatic Data Processing, Inc.ADP75,880 shares · 0.7% of their software · price +$1.2M$17.2M−$25.8M
- ServiceNowNOW42,589 shares · 0.7% of their software · price −$4.2M$16.1M−$1.7M
- AsanaASAN698,672 shares · 0.7% of their software · price +$3.2M$15.5M+$10.9M
- FortinetFTNT307,142 shares · 0.6% of their software · price −$2.3M$15.1M−$7.1M
- AkamaiAKAM180,743 shares · 0.6% of their software · price −$2.0M$14.5M+$5.2M
- AutodeskADSK77,427 shares · 0.6% of their software · price +$1.1M$14.5M−$18.7M
- NICENICE75,747 shares · 0.6% of their software$14.3M+$5.3M
- ZoomInfoZI333,922 shares · 0.6% of their software$13.9M—
- SynopsysSNPS44,611 shares · 0.6% of their software$13.6M−$6.7M
- ZscalerZS65,684 shares · 0.5% of their software · price +$976K$10.8M−$36.8M
- ElasticESTC146,531 shares · 0.4% of their software · price +$596K$10.5M+$3.4M
- Strategy IncMSTR48,137 shares · 0.4% of their software · price +$2.3M$10.2M−$2.8M
- UnityU312,393 shares · 0.4% of their software · price −$1.5M$10.0M−$18.0M
- CadenceCDNS55,680 shares · 0.4% of their software · price +$746K$9.1M−$12.4M
- Sabre CorporationSABR1,745,853 shares · 0.4% of their software · price −$1.2M$9.0MFlat
- Fair IsaacFICO20,816 shares · 0.4% of their software$8.6M+$3.4M
- Roper Technologies, Inc.ROP23,785 shares · 0.4% of their software · price −$833K$8.6M−$3.1M
- GitLabGTLB164,676 shares · 0.4% of their software$8.4M+$8.3M
- SS&CSSNC169,113 shares · 0.3% of their software · price −$1.7M$8.1M+$2.1M
- BILLBILL58,391 shares · 0.3% of their software · price +$1.3M$7.7M+$4.7M
- CoStarCSGP103,809 shares · 0.3% of their software · price +$959K$7.2M−$65.2M
- BlackBerry LimitedBB1,527,577 shares · 0.3% of their software · price −$1.1M$7.2M+$1.0M
- MongoDBMDB34,428 shares · 0.3% of their software · price −$2.1M$6.8M+$3.3M
- Gen DigitalGEN335,524 shares · 0.3% of their software · price −$611K$6.8M+$5.6M
- Yalla Group LimitedYALA2,000,000 shares · 0.3% of their software · price −$1.3M$6.5MFlat
- UiPathPATH506,439 shares · 0.3% of their software · price −$2.8M$6.4M−$17.0M
- GoDaddyGDDY87,126 shares · 0.3% of their software$6.2M+$1.9M
- Paychex, Inc.PAYX54,017 shares · 0.3% of their software$6.1M−$11.1M
- AppLovinAPP305,857 shares · 0.3% of their software · price −$4.6M$6.0M+$7.9M
- VeriSign, Inc.VRSN34,127 shares · 0.3% of their software$5.9M−$4.0M
- Digital TurbineAPPS387,088 shares · 0.2% of their software · price −$1.2M$5.6M+$1.1M
- Check PointCHKP48,988 shares · 0.2% of their software$5.5M+$4.7M
- VeriskVRSK29,965 shares · 0.2% of their software$5.1M−$8.6M
- PaycomPAYC15,241 shares · 0.2% of their software · price +$760K$5.0M+$943K
- Full Truck Alliance Co. Ltd.YMM761,072 shares · 0.2% of their software · price −$1.9M$5.0M+$6.0M
- Tyler TechnologiesTYL14,051 shares · 0.2% of their software$4.9MFlat
- StoneCo Ltd.STNE486,540 shares · 0.2% of their software · price +$890K$4.6M−$2.3M
- Grab Holdings LimitedGRAB1,726,305 shares · 0.2% of their software$4.5M+$964K
- DynatraceDT127,440 shares · 0.2% of their software · price −$590K$4.4M+$782K
- FastlyFSLY430,041 shares · 0.2% of their software · price −$1.1M$3.9M−$2.0M
- DLocal LimitedDLO189,410 shares · 0.2% of their software · price −$1.1M$3.9MNew · +$5.0M
- DigitalOceanDOCN107,201 shares · 0.2% of their software · price −$556K$3.9MNew · +$4.4M
- International Money Express, Inc.IMXI168,432 shares · 0.2% of their software$3.8MNew · +$3.4M
- LightspeedLSPD217,878 shares · 0.2% of their software · price −$1.0M$3.8M+$3.2M
- NetApp, Inc.NTAP61,062 shares · 0.2% of their software$3.8M+$1.9M
- SentinelOneS137,171 shares · 0.1% of their software$3.5MFlat
- AppianAPPN78,854 shares · 0.1% of their software · price −$515K$3.2M+$1.8M
- SAPSAP39,566 shares · 0.1% of their software$3.2M+$2.2M
- PaylocityPCTY12,362 shares · 0.1% of their software · price +$830K$3.0M+$1.6M
- JFrogFROG133,475 shares · 0.1% of their software$3.0M−$572K
- Five9FIVN38,763 shares · 0.1% of their software · price −$626K$2.9M−$3.2M
- DoubleVerifyDV97,786 shares · 0.1% of their software$2.7MNew · +$2.2M
- Euronet Worldwide, Inc.EEFT32,274 shares · 0.1% of their software · price −$801K$2.4M−$7.1M
- PubMaticPUBM144,737 shares · 0.1% of their software$2.4M−$904K
- InterDigital, Inc.IDCC58,815 shares · 0.1% of their software · price −$1.2M$2.4M+$2.7M
- SchrödingerSDGR87,896 shares · 0.1% of their software$2.2MFlat
- PAR Technology CorporationPAR71,052 shares · 0.1% of their software · price −$566K$2.1MFlat
- Rapid7RPD48,826 shares · 0.1% of their software · price −$1.2M$2.1M+$1.4M
- SPS CommerceSPSC16,350 shares · 0.1% of their software$2.0M+$803K
- C3.aiAI158,005 shares · 0.1% of their software · price −$910K$2.0M−$3.4M
- VeevaVEEV11,188 shares · 0.1% of their software$1.8M−$842K
- TenableTENB51,387 shares · 0.1% of their software · price −$545K$1.8M+$2.0M
- FactSetFDS4,412 shares · 0.1% of their software$1.8M−$606K
- DropboxDBX84,038 shares · 0.1% of their software$1.7M−$2.6M
- TrimbleTRMB32,003 shares · 0.1% of their software$1.7M−$764K
- QualysQLYS12,403 shares · 0.1% of their software$1.7M+$762K
- Donnelley Financial Solutions, Inc.DFIN45,239 shares · 0.1% of their software$1.7M+$1.0M
- PagSeguro Digital Ltd.PAGS125,225 shares · 0.1% of their software$1.7M+$503K
- GuidewireGWRE26,343 shares · 0.1% of their software$1.6M+$1.6M
- Commerce.com, Inc.CMRC108,722 shares · 0.1% of their software$1.6MFlat
- Global-EGLBE59,013 shares · 0.1% of their software$1.6M−$5.2M
- SamsaraIOT125,816 shares · 0.1% of their software$1.5M+$1.3M
- HubSpotHUBS5,607 shares · 0.1% of their software$1.5M+$692K
- MorningstarMORN7,132 shares · 0.1% of their software$1.5MFlat
- WEX Inc.WEX11,692 shares · 0.1% of their software$1.5M+$1.4M
- Allot Ltd.ALLT351,494 shares · 0.1% of their software$1.4M+$1.1M
- NetScout Systems, Inc.NTCT43,725 shares · 0.1% of their software$1.4MFlat
- Materialise NVMTLS127,608 shares · 0.1% of their software$1.4MFlat
- LiveRamp Holdings, Inc.RAMP73,237 shares · 0.1% of their software · price −$560K$1.3MNew · +$1.9M
- ToastTOST78,176 shares · 0.1% of their software$1.3M−$986K
- WorkivaWK15,861 shares · 0.1% of their software$1.2MNew · +$1.0M
- F5, Inc.FFIV8,464 shares · 0.1% of their software$1.2MFlat
- PagerDutyPD51,505 shares · 0.1% of their software$1.2MFlat
- Calix, Inc.CALX19,357 shares · 0.0% of their software · price +$523K$1.2MFlat
- BoxBOX47,642 shares · 0.0% of their software$1.2M+$889K
- Alarm.com Holdings, Inc.ALRM17,132 shares · 0.0% of their software$1.1M+$794K
- Alight, Inc.ALIT144,537 shares · 0.0% of their software$1.1M−$1.0M
- Q2QTWO32,156 shares · 0.0% of their software$1.0MNew · +$1.2M
- ACI WorldwideACIW49,388 shares · 0.0% of their software$1.0M+$562K
- BlackLineBL17,032 shares · 0.0% of their software$1.0M+$660K
- A10 Networks, Inc.ATEN75,664 shares · 0.0% of their software$1.0M+$789K
- Sprout SocialSPT15,015 shares · 0.0% of their software$911KFlat
- NutanixNTNX42,760 shares · 0.0% of their software$891KFlat
- VaronisVRNS33,465 shares · 0.0% of their software$887KFlat
- ProgressPRGS20,614 shares · 0.0% of their software$877KFlat
- EVERTEC, Inc.EVTC27,955 shares · 0.0% of their software$876KNew · +$1.0M
- TeradataTDC27,712 shares · 0.0% of their software$861KFlat
- SimilarwebSMWB145,519 shares · 0.0% of their software$853K+$697K
- Clear Secure, Inc.YOU35,995 shares · 0.0% of their software$823K−$4.1M
- CommvaultCVLT14,701 shares · 0.0% of their software$780KFlat
- Bentley SystemsBSY24,571 shares · 0.0% of their software$752K−$1.5M
- i3 Verticals, Inc.IIIV37,266 shares · 0.0% of their software$746K+$724K
- Health CatalystHCAT75,240 shares · 0.0% of their software$730KNew · +$1.1M
- FreshworksFRSH53,918 shares · 0.0% of their software$699KFlat
- Amdocs LimitedDOX8,616 shares · 0.0% of their software$685KNew · +$718K
- DuolingoDUOL7,018 shares · 0.0% of their software$668KFlat
- BlackbaudBLKB14,824 shares · 0.0% of their software$653KFlat
- AppFolioAPPF5,712 shares · 0.0% of their software$598KFlat
- Cognyte Software Ltd.CGNT142,343 shares · 0.0% of their software$575K+$516K
- Immersion CorporationIMMR100,643 shares · 0.0% of their software$553KFlat
- PhreesiaPHR21,711 shares · 0.0% of their software$553KFlat
- Bandwidth Inc.BAND45,118 shares · 0.0% of their software$537K−$3.0M
- monday.comMNDY4,714 shares · 0.0% of their software$534KNew · Flat
- MagniteMGNI76,563 shares · 0.0% of their software$503K−$2.7M
- Blend Labs, Inc.BLND225,597 shares · 0.0% of their software$499K−$599K
- Paysign, Inc.PAYS208,017 shares · 0.0% of their software$493KFlat
- PDF Solutions, Inc.PDFS19,078 shares · 0.0% of their software$468KNew · Flat
- Cerence Inc.CRNC28,724 shares · 0.0% of their software$452KFlat
- Sportradar Group AGSRAD49,694 shares · 0.0% of their software$437KFlat
- FlywireFLYW18,436 shares · 0.0% of their software$423KNew · Flat
- ePlus inc.PLUS10,112 shares · 0.0% of their software$420KNew · +$537K
- Agilysys, Inc.AGYS7,093 shares · 0.0% of their software$393KNew · Flat
- ProcorePCOR7,950 shares · 0.0% of their software$393KNew · Flat
- CourseraCOUR34,739 shares · 0.0% of their software$374KNew · Flat
- PaymentusPAY38,120 shares · 0.0% of their software$371KNew · +$510K
- Remitly Global, Inc.RELY30,037 shares · 0.0% of their software$334KNew · Flat
- Upbound Group, Inc.UPBD18,530 shares · 0.0% of their software$324KFlat
- AvePointAVPT78,108 shares · 0.0% of their software$313KFlat
- N-ableNABL32,846 shares · 0.0% of their software$303K−$1.5M
- DomoDOMO16,765 shares · 0.0% of their software$302KNew
- BroadridgeBR1,910 shares · 0.0% of their software$276K−$2.7M
- VirTra, Inc.VTSI50,018 shares · 0.0% of their software$271KFlat
- Radware Ltd.RDWR12,324 shares · 0.0% of their software$269KFlat
- YextYEXT60,041 shares · 0.0% of their software$268KFlat
- AmplitudeAMPL17,206 shares · 0.0% of their software$266K−$2.2M
- Simulations PlusSLP4,965 shares · 0.0% of their software$241KNew · Flat
- Viant Technology Inc.DSP55,436 shares · 0.0% of their software$233KFlat
- Nerdy Inc.NRDY107,341 shares · 0.0% of their software$226KFlat
- Zeta GlobalZETA34,002 shares · 0.0% of their software$225K−$1.0M
- Consensus Cloud Solutions, Inc.CCSI4,727 shares · 0.0% of their software$224KNew · Flat
- CS Disco, Inc.LAW21,923 shares · 0.0% of their software$219KNew · Flat
- Shift4 Payments, Inc.FOUR4,771 shares · 0.0% of their software$213K−$1.0M
- nCinoNCNO6,059 shares · 0.0% of their software$207K−$2.1M
- DHI Group, Inc.DHX38,275 shares · 0.0% of their software$206KFlat
- SprinklrCXM21,384 shares · 0.0% of their software$197KNew · Flat
- Repay Holdings CorporationRPAY27,660 shares · 0.0% of their software$195KNew · Flat
- Riskified Ltd.RSKD46,995 shares · 0.0% of their software$185KFlat
- Mitek Systems, Inc.MITK20,132 shares · 0.0% of their software$184KFlat
- Rackspace Technology, Inc.RXT45,213 shares · 0.0% of their software$184K−$512K
- Expensify, Inc.EXFY11,937 shares · 0.0% of their software$178KNew · Flat
- AlkamiALKT11,620 shares · 0.0% of their software$175KNew · Flat
- Kingsoft Cloud Holdings LimitedKC87,344 shares · 0.0% of their software$174K−$571K
- Lesaka Technologies, Inc.LSAK47,815 shares · 0.0% of their software$168KFlat
- Telos CorporationTLS16,863 shares · 0.0% of their software$150K−$574K
- VTEXVTEX40,056 shares · 0.0% of their software$148KNew · Flat
- OneSpan Inc.OSPN16,720 shares · 0.0% of their software$144KFlat
- Payoneer Global Inc.PAYO21,893 shares · 0.0% of their software$132KFlat
- 8x8EGHT37,929 shares · 0.0% of their software$131KNew
- Rimini Street, Inc.RMNI28,046 shares · 0.0% of their software$131KFlat
- SmartRent, Inc.SMRT56,624 shares · 0.0% of their software$129KFlat
- PowerFleet, Inc.AIOT41,103 shares · 0.0% of their software$127KNew · Flat
- eGain CorporationEGAN11,999 shares · 0.0% of their software$88KNew · Flat
- Ribbon Communications Inc.RBBN31,605 shares · 0.0% of their software$70KFlat
- Rekor Systems, Inc.REKR67,867 shares · 0.0% of their software$68K−$685K
- NextNav Inc.NN24,616 shares · 0.0% of their software$66KFlat
- Veritone, Inc.VERI11,659 shares · 0.0% of their software$66KFlat
- Intellicheck, Inc.IDN23,693 shares · 0.0% of their software$60KFlat
- ReposiTrak, Inc.TRAK10,237 shares · 0.0% of their software$55KFlat
- Kaltura, Inc.KLTR20,188 shares · 0.0% of their software$44KFlat
- MIND C.T.I. LtdMNDO14,137 shares · 0.0% of their software$30KNew · Flat
- Bridgeline Digital, Inc.BLIN17,240 shares · 0.0% of their software$23KNew · Flat
- Tuya Inc.TUYA10,970 shares · 0.0% of their software$10KFlat