Generalist · Bala Cynwyd, PA
Susquehanna International Group
Q4 2022 · compared with Q3 2022
Filed as Susquehanna International Group, LLP
- Software
- $3.2B
- Weight of 13F
- 6.4%
- Names
- 185
- Net bought
- +$861M
Filed 14 February 2023 · SEC filing.
Call exposure on these names is $13.0B across 271 lines. Calls are not in the stock total.
5,621 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
- MicrosoftMSFT4,851,571 shares · 36.4% of their software · price +$33.6M$1.2B+$601M
- ShopifySHOP7,558,419 shares · 8.2% of their software · price +$58.7M$262M+$31.7M
- SalesforceCRM966,732 shares · 4.0% of their software · price −$10.9M$128M+$13.5M
- AdobeADBE336,067 shares · 3.5% of their software · price +$20.6M$113M−$89.2M
- Palo Alto NetworksPANW723,189 shares · 3.2% of their software · price −$17.5M$101M+$97.7M
- AtlassianTEAM771,546 shares · 3.1% of their software · price −$63.2M$99.3MNew · +$162M
- Block, Inc.XYZ1,501,447 shares · 3.0% of their software · price +$11.8M$94.4M+$51.7M
- IntuitINTU168,168 shares · 2.0% of their software$65.5M+$25.9M
- Uber Technologies, Inc.UBER2,398,792 shares · 1.9% of their software · price −$4.2M$59.3M−$40.7M
- OracleORCL668,314 shares · 1.7% of their software · price +$13.8M$54.6MFlat
- Automatic Data Processing, Inc.ADP228,170 shares · 1.7% of their software · price +$2.9M$54.5M+$34.4M
- ServiceNowNOW111,320 shares · 1.4% of their software · price +$1.2M$43.2M+$26.0M
- Fiserv, Inc.FISV365,823 shares · 1.2% of their software · price +$2.7M$37.0M+$11.3M
- Lyft, Inc.LYFT3,117,938 shares · 1.1% of their software · price −$6.7M$34.4M+$12.3M
- TwilioTWLO695,250 shares · 1.1% of their software · price −$14.0M$34.0M+$20.1M
- RingCentralRNG909,858 shares · 1.0% of their software · price −$4.1M$32.2M+$18.7M
- Agora, Inc.API8,189,675 shares · 1.0% of their software · price +$2.3M$32.0MFlat
- VeriSign, Inc.VRSN149,829 shares · 1.0% of their software · price +$4.8M$30.8M+$20.1M
- SynopsysSNPS95,766 shares · 1.0% of their software · price +$1.3M$30.6M+$15.6M
- CrowdStrikeCRWD262,849 shares · 0.9% of their software · price −$15.6M$27.7M−$18.8M
- PalantirPLTR4,289,151 shares · 0.9% of their software · price −$7.3M$27.5M−$10.5M
- DocuSignDOCU489,240 shares · 0.8% of their software · price +$954K$27.1M−$46.0M
- OktaOKTA381,190 shares · 0.8% of their software · price +$4.4M$26.0M+$2.4M
- ZscalerZS232,511 shares · 0.8% of their software · price −$12.2M$26.0M+$27.4M
- ZoomZM370,673 shares · 0.8% of their software · price −$2.2M$25.1M−$36.9M
- Roper Technologies, Inc.ROP55,347 shares · 0.7% of their software · price +$4.0M$23.9M+$11.4M
- AutodeskADSK126,970 shares · 0.7% of their software$23.7M+$9.3M
- MongoDBMDB109,826 shares · 0.7% of their software$21.6M+$15.0M
- CadenceCDNS132,810 shares · 0.7% of their software$21.3M+$12.6M
- WorkdayWDAY120,163 shares · 0.6% of their software · price +$1.8M$20.1M−$32.6M
- FortinetFTNT410,614 shares · 0.6% of their software$20.1M+$5.1M
- UnityU659,977 shares · 0.6% of their software · price −$2.2M$18.9M+$11.1M
- Paychex, Inc.PAYX160,821 shares · 0.6% of their software · price +$539K$18.6M+$12.0M
- VeevaVEEV93,255 shares · 0.5% of their software$15.0M+$13.5M
- CoStarCSGP192,383 shares · 0.5% of their software · price +$1.5M$14.9M+$6.2M
- CloudflareNET316,127 shares · 0.4% of their software · price −$3.2M$14.3MFlat
- WixWIX175,956 shares · 0.4% of their software$13.5M−$7.0M
- NutanixNTNX510,256 shares · 0.4% of their software · price +$2.7M$13.3M+$9.7M
- SnowflakeSNOW90,215 shares · 0.4% of their software · price −$2.4M$12.9M−$63.1M
- VeriskVRSK73,380 shares · 0.4% of their software$12.9M+$7.4M
- AppLovinAPP1,006,842 shares · 0.3% of their software · price −$9.0M$10.6M+$13.7M
- NetApp, Inc.NTAP155,580 shares · 0.3% of their software$9.3M+$5.8M
- SS&CSSNC179,078 shares · 0.3% of their software · price +$772K$9.3MFlat
- DatadogDDOG126,276 shares · 0.3% of their software · price −$1.9M$9.3M−$32.5M
- DoubleVerifyDV412,613 shares · 0.3% of their software · price −$2.2M$9.1M+$8.6M
- PaycomPAYC29,124 shares · 0.3% of their software · price −$573K$9.0M+$4.6M
- ZoomInfoZI298,774 shares · 0.3% of their software$9.0M—
- Rapid7RPD257,059 shares · 0.3% of their software · price −$2.3M$8.7M+$8.9M
- HubSpotHUBS27,195 shares · 0.2% of their software · price +$517K$7.9M+$5.8M
- AkamaiAKAM92,727 shares · 0.2% of their software$7.8M−$7.1M
- AsanaASAN542,636 shares · 0.2% of their software · price −$4.6M$7.5M−$3.5M
- Shift4 Payments, Inc.FOUR133,052 shares · 0.2% of their software · price +$1.5M$7.4M+$5.7M
- Yalla Group LimitedYALA2,000,000 shares · 0.2% of their software · price +$520K$7.0MFlat
- Gen DigitalGEN310,989 shares · 0.2% of their software$6.7MFlat
- FactSetFDS15,193 shares · 0.2% of their software$6.1M+$4.3M
- Tyler TechnologiesTYL18,804 shares · 0.2% of their software$6.1M+$1.7M
- BroadridgeBR44,385 shares · 0.2% of their software$6.0M+$6.1M
- DLocal LimitedDLO377,685 shares · 0.2% of their software · price −$1.9M$5.9M+$3.9M
- BlackBerry LimitedBB1,755,686 shares · 0.2% of their software · price −$2.5M$5.7M+$1.1M
- The Trade DeskTTD122,815 shares · 0.2% of their software · price −$1.8M$5.5M−$33.4M
- PTCPTC43,058 shares · 0.2% of their software · price +$665K$5.2MNew · +$4.5M
- PagSeguro Digital Ltd.PAGS579,690 shares · 0.2% of their software · price −$2.6M$5.1M+$6.0M
- TrimbleTRMB99,988 shares · 0.2% of their software$5.1M+$3.7M
- DigitalOceanDOCN188,789 shares · 0.2% of their software · price −$2.0M$4.8M+$3.0M
- Check PointCHKP37,748 shares · 0.1% of their software · price +$534K$4.8M−$1.3M
- NICENICE24,309 shares · 0.1% of their software$4.7M−$9.7M
- GitLabGTLB101,203 shares · 0.1% of their software · price −$585K$4.6M−$3.3M
- StoneCo Ltd.STNE482,182 shares · 0.1% of their software$4.6MFlat
- International Money Express, Inc.IMXI164,567 shares · 0.1% of their software$4.0MFlat
- C3.aiAI330,583 shares · 0.1% of their software$3.7M+$2.2M
- Grab Holdings LimitedGRAB1,144,018 shares · 0.1% of their software · price +$675K$3.7M−$1.5M
- Amdocs LimitedDOX39,162 shares · 0.1% of their software$3.6M+$2.4M
- F5, Inc.FFIV24,256 shares · 0.1% of their software$3.5M+$2.3M
- SentinelOneS234,843 shares · 0.1% of their software · price −$2.6M$3.4M+$2.5M
- UiPathPATH261,139 shares · 0.1% of their software$3.3M−$3.1M
- DoximityDOCS94,995 shares · 0.1% of their software$3.2MNew · +$2.9M
- LightspeedLSPD219,196 shares · 0.1% of their software · price −$719K$3.1MFlat
- Sabre CorporationSABR469,434 shares · 0.1% of their software$2.9M−$6.6M
- Digital TurbineAPPS181,334 shares · 0.1% of their software$2.8M−$3.0M
- GuidewireGWRE41,357 shares · 0.1% of their software$2.6M+$925K
- ElasticESTC49,318 shares · 0.1% of their software · price −$998K$2.5M−$7.0M
- Five9FIVN34,153 shares · 0.1% of their software$2.3MFlat
- DropboxDBX98,486 shares · 0.1% of their software$2.2MFlat
- PubMaticPUBM157,818 shares · 0.1% of their software · price −$603K$2.0MFlat
- Commerce.com, Inc.CMRC231,138 shares · 0.1% of their software · price −$1.4M$2.0M+$1.8M
- BILLBILL18,273 shares · 0.1% of their software$2.0M−$5.3M
- BlackLineBL28,546 shares · 0.1% of their software$1.9M+$690K
- Viant Technology Inc.DSP466,206 shares · 0.1% of their software$1.9M+$1.7M
- Global-EGLBE81,301 shares · 0.1% of their software$1.7M+$596K
- NetScout Systems, Inc.NTCT49,022 shares · 0.0% of their software$1.6MFlat
- JFrogFROG73,364 shares · 0.0% of their software$1.6M−$1.3M
- Sprout SocialSPT26,757 shares · 0.0% of their software$1.5M+$713K
- Bandwidth Inc.BAND61,706 shares · 0.0% of their software · price +$682K$1.4MFlat
- DuolingoDUOL19,687 shares · 0.0% of their software$1.4M+$1.2M
- FastlyFSLY164,308 shares · 0.0% of their software$1.3M−$2.4M
- SchrödingerSDGR70,413 shares · 0.0% of their software$1.3MFlat
- PAR Technology CorporationPAR46,080 shares · 0.0% of their software$1.2M−$737K
- Consensus Cloud Solutions, Inc.CCSI22,055 shares · 0.0% of their software$1.2M+$820K
- Immersion CorporationIMMR162,288 shares · 0.0% of their software$1.1MFlat
- Fair IsaacFICO1,903 shares · 0.0% of their software$1.1M−$7.8M
- WorkivaWK13,350 shares · 0.0% of their software$1.1MFlat
- InterDigital, Inc.IDCC22,608 shares · 0.0% of their software$1.1M−$1.5M
- BoxBOX35,662 shares · 0.0% of their software$1.1MFlat
- ProgressPRGS21,636 shares · 0.0% of their software$1.1MFlat
- Euronet Worldwide, Inc.EEFT11,474 shares · 0.0% of their software$1.1M−$1.6M
- GoDaddyGDDY14,228 shares · 0.0% of their software$1.1M−$5.2M
- CourseraCOUR83,100 shares · 0.0% of their software$983K+$521K
- ACI WorldwideACIW39,749 shares · 0.0% of their software$914KFlat
- LiveRamp Holdings, Inc.RAMP38,539 shares · 0.0% of their software$903K−$630K
- AmplitudeAMPL68,547 shares · 0.0% of their software$828K+$794K
- A10 Networks, Inc.ATEN49,753 shares · 0.0% of their software$827KFlat
- SPS CommerceSPSC6,274 shares · 0.0% of their software$806K−$1.3M
- Cognyte Software Ltd.CGNT257,397 shares · 0.0% of their software$801KFlat
- Upbound Group, Inc.UPBD33,695 shares · 0.0% of their software$760KFlat
- i3 Verticals, Inc.IIIV31,063 shares · 0.0% of their software$756KFlat
- SAPSAP7,067 shares · 0.0% of their software$729K−$2.6M
- Donnelley Financial Solutions, Inc.DFIN18,787 shares · 0.0% of their software$726K−$978K
- Kingsoft Cloud Holdings LimitedKC180,219 shares · 0.0% of their software$690KFlat
- YextYEXT105,374 shares · 0.0% of their software$688KFlat
- DynatraceDT17,564 shares · 0.0% of their software$673K−$3.8M
- Bentley SystemsBSY18,106 shares · 0.0% of their software$669KFlat
- Agilysys, Inc.AGYS7,982 shares · 0.0% of their software$632KFlat
- Repay Holdings CorporationRPAY76,201 shares · 0.0% of their software$613KFlat
- Materialise NVMTLS66,204 shares · 0.0% of their software$583K−$658K
- PaylocityPCTY2,931 shares · 0.0% of their software$569K−$2.3M
- OneSpan Inc.OSPN50,032 shares · 0.0% of their software$560KFlat
- Strategy IncMSTR3,780 shares · 0.0% of their software$535K−$9.4M
- AppianAPPN16,215 shares · 0.0% of their software$528K−$2.6M
- Alarm.com Holdings, Inc.ALRM10,257 shares · 0.0% of their software$508KFlat
- VaronisVRNS19,801 shares · 0.0% of their software$474KFlat
- Paysign, Inc.PAYS176,723 shares · 0.0% of their software$456KFlat
- Asure Software, Inc.ASUR46,933 shares · 0.0% of their software$438KNew · Flat
- PDF Solutions, Inc.PDFS15,315 shares · 0.0% of their software$437KFlat
- DomoDOMO30,471 shares · 0.0% of their software$434K—
- Calix, Inc.CALX6,206 shares · 0.0% of their software$425K−$804K
- EVERTEC, Inc.EVTC13,041 shares · 0.0% of their software$422KFlat
- Rekor Systems, Inc.REKR342,321 shares · 0.0% of their software$411KFlat
- Riskified Ltd.RSKD86,348 shares · 0.0% of their software$399KFlat
- Alight, Inc.ALIT44,882 shares · 0.0% of their software$375K−$730K
- Zeta GlobalZETA43,849 shares · 0.0% of their software$358KFlat
- Manhattan AssociatesMANH2,882 shares · 0.0% of their software$350KNew · Flat
- ePlus inc.PLUS7,850 shares · 0.0% of their software$348KFlat
- QualysQLYS3,095 shares · 0.0% of their software$347K−$1.3M
- Sportradar Group AGSRAD31,444 shares · 0.0% of their software$313KFlat
- TenableTENB7,958 shares · 0.0% of their software$304K−$1.5M
- WEX Inc.WEX1,693 shares · 0.0% of their software$277K−$1.3M
- ProcorePCOR5,685 shares · 0.0% of their software$268KFlat
- Health CatalystHCAT24,826 shares · 0.0% of their software$264KFlat
- Radware Ltd.RDWR12,699 shares · 0.0% of their software$251KFlat
- BlackbaudBLKB4,189 shares · 0.0% of their software$247KFlat
- PegasystemsPEGA6,518 shares · 0.0% of their software$223KNew · Flat
- CommvaultCVLT3,528 shares · 0.0% of their software$222K−$593K
- OpenTextOTEX7,188 shares · 0.0% of their software$213KNew · Flat
- Cellebrite DI Ltd.CLBT47,860 shares · 0.0% of their software$209KNew · Flat
- Paysafe LimitedPSFE14,966 shares · 0.0% of their software$208KNew · Flat
- Simulations PlusSLP5,602 shares · 0.0% of their software$205KFlat
- Allot Ltd.ALLT58,220 shares · 0.0% of their software$200K−$1.1M
- VirTra, Inc.VTSI42,288 shares · 0.0% of their software$198KFlat
- BackblazeBLZE32,118 shares · 0.0% of their software$198KNew · Flat
- CS Disco, Inc.LAW31,057 shares · 0.0% of their software$196KFlat
- Mitek Systems, Inc.MITK18,021 shares · 0.0% of their software$175KFlat
- N-ableNABL16,982 shares · 0.0% of their software$175KFlat
- Blend Labs, Inc.BLND119,065 shares · 0.0% of their software$171KFlat
- Full Truck Alliance Co. Ltd.YMM21,137 shares · 0.0% of their software$169K−$4.8M
- PowerFleet, Inc.AIOT57,724 shares · 0.0% of their software$155KFlat
- Telos CorporationTLS29,336 shares · 0.0% of their software$149KFlat
- Kaltura, Inc.KLTR80,998 shares · 0.0% of their software$139KFlat
- Adeia Inc.ADEA13,457 shares · 0.0% of their software$128KNew · Flat
- PaymentusPAY15,892 shares · 0.0% of their software$127KFlat
- AvePointAVPT30,437 shares · 0.0% of their software$125KFlat
- Payoneer Global Inc.PAYO21,893 shares · 0.0% of their software$120KFlat
- Definitive HealthcareDH10,481 shares · 0.0% of their software$115KNew · Flat
- 8x8EGHT22,674 shares · 0.0% of their software$98K—
- Veritone, Inc.VERI18,286 shares · 0.0% of their software$97KFlat
- Xperi Inc.XPER11,223 shares · 0.0% of their software$97KNew · Flat
- Ribbon Communications Inc.RBBN28,216 shares · 0.0% of their software$79KFlat
- Rimini Street, Inc.RMNI15,551 shares · 0.0% of their software$59KFlat
- ReposiTrak, Inc.TRAK10,922 shares · 0.0% of their software$54KFlat
- Tuya Inc.TUYA26,933 shares · 0.0% of their software$51KFlat
- SmartRent, Inc.SMRT19,965 shares · 0.0% of their software$49KFlat
- MIND C.T.I. LtdMNDO21,677 shares · 0.0% of their software$46KFlat
- Intellicheck, Inc.IDN18,381 shares · 0.0% of their software$37KFlat
- Xunlei LimitedXNET13,810 shares · 0.0% of their software$25KNew · Flat
- Duos Technologies Group, Inc.DUOT10,178 shares · 0.0% of their software$20KNew · Flat
- Usio, Inc.USIO10,103 shares · 0.0% of their software$16KNew · Flat