Generalist · Bala Cynwyd, PA
Susquehanna International Group
Q2 2023 · compared with Q1 2023
Filed as Susquehanna International Group, LLP
- Software
- $5.5B
- Weight of 13F
- 8.9%
- Names
- 213
- Net bought
- +$219M
Filed 11 August 2023 · SEC filing.
Call exposure on these names is $17.2B across 274 lines. Calls are not in the stock total.
5,502 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
- MicrosoftMSFT7,202,893 shares · 44.9% of their software · price +$376M$2.5B+$502M
- AdobeADBE429,345 shares · 3.8% of their software · price +$44.5M$210M+$59.9M
- SalesforceCRM743,169 shares · 2.9% of their software · price +$8.5M$157M−$9.0M
- OracleORCL1,303,403 shares · 2.8% of their software · price +$34.1M$155M+$22.2M
- Block, Inc.XYZ1,984,806 shares · 2.4% of their software · price −$4.1M$132M+$17.4M
- ZoomZM1,727,465 shares · 2.1% of their software · price −$10.3M$117M+$115M
- CrowdStrikeCRWD775,553 shares · 2.1% of their software · price +$7.5M$114M+$70.5M
- SnowflakeSNOW574,250 shares · 1.8% of their software · price +$12.5M$101M+$48.6M
- Payoneer Global Inc.PAYO18,819,651 shares · 1.7% of their software · price −$27.7M$90.5MFlat
- ServiceNowNOW154,876 shares · 1.6% of their software · price +$15.1M$87.0M−$42.2M
- The Trade DeskTTD1,097,429 shares · 1.5% of their software · price +$17.9M$84.7M+$41.5M
- Strategy IncMSTR218,013 shares · 1.4% of their software · price +$10.9M$74.7M+$52.3M
- Paychex, Inc.PAYX635,673 shares · 1.3% of their software · price −$1.7M$71.1M+$51.4M
- MongoDBMDB170,173 shares · 1.3% of their software · price +$30.3M$69.9M+$21.2M
- IntuitINTU144,077 shares · 1.2% of their software · price +$1.8M$66.0M−$57.7M
- FortinetFTNT798,917 shares · 1.1% of their software · price +$7.3M$60.4M+$22.7M
- Fiserv, Inc.FISV472,065 shares · 1.1% of their software · price +$6.2M$59.6M+$3.7M
- Palo Alto NetworksPANW224,193 shares · 1.0% of their software · price +$12.5M$57.3M−$100M
- ShopifySHOP870,515 shares · 1.0% of their software · price +$14.5M$56.2M−$147M
- OktaOKTA699,895 shares · 0.9% of their software · price −$11.8M$48.5M+$30.1M
- SynopsysSNPS102,501 shares · 0.8% of their software · price +$5.0M$44.6M+$3.6M
- VeevaVEEV221,885 shares · 0.8% of their software · price +$3.1M$43.9M+$8.7M
- UnityU995,507 shares · 0.8% of their software · price +$10.9M$43.2M−$15.3M
- CadenceCDNS184,072 shares · 0.8% of their software · price +$4.5M$43.2M+$3.8M
- Automatic Data Processing, Inc.ADP172,637 shares · 0.7% of their software$37.9M−$32.2M
- DocuSignDOCU705,626 shares · 0.7% of their software · price −$5.1M$36.1M−$9.6M
- TwilioTWLO562,040 shares · 0.7% of their software · price −$1.7M$35.8M−$11.7M
- DatadogDDOG341,800 shares · 0.6% of their software · price +$8.8M$33.6M+$1.1M
- NICENICE161,738 shares · 0.6% of their software · price −$3.6M$33.4M−$10.0M
- Lyft, Inc.LYFT3,422,826 shares · 0.6% of their software · price +$1.1M$32.8M−$3.0M
- ZscalerZS209,179 shares · 0.6% of their software · price +$6.2M$30.6M−$26.0M
- VeriskVRSK121,784 shares · 0.5% of their software · price +$4.2M$27.5M+$5.2M
- WixWIX349,920 shares · 0.5% of their software · price −$7.5M$27.4M+$22.1M
- NetApp, Inc.NTAP356,223 shares · 0.5% of their software · price +$4.5M$27.2M+$6.9M
- RingCentralRNG823,160 shares · 0.5% of their software · price +$1.7M$26.9M−$16.8M
- Agora, Inc.API8,189,675 shares · 0.5% of their software · price −$4.0M$25.6MFlat
- GitLabGTLB479,397 shares · 0.4% of their software · price +$8.1M$24.5M+$1.3M
- WorkdayWDAY92,466 shares · 0.4% of their software · price +$1.8M$20.9M−$23.5M
- PaycomPAYC62,449 shares · 0.4% of their software · price +$1.1M$20.1M+$9.8M
- AutodeskADSK96,064 shares · 0.4% of their software$19.7M−$23.1M
- AtlassianTEAM113,433 shares · 0.3% of their software$19.0M−$81.4M
- CoStarCSGP207,039 shares · 0.3% of their software · price +$4.2M$18.4M−$1.4M
- Uber Technologies, Inc.UBER423,700 shares · 0.3% of their software · price +$4.9M$18.3M−$69.0M
- BILLBILL153,360 shares · 0.3% of their software · price +$5.5M$17.9M−$3.5M
- Check PointCHKP133,163 shares · 0.3% of their software · price −$583K$16.7M+$2.8M
- AkamaiAKAM176,875 shares · 0.3% of their software · price +$2.0M$15.9M−$4.6M
- UiPathPATH919,342 shares · 0.3% of their software · price −$910K$15.2M+$8.2M
- NutanixNTNX529,143 shares · 0.3% of their software · price +$1.1M$14.8M−$32.1M
- HubSpotHUBS26,921 shares · 0.3% of their software · price +$2.8M$14.3M+$510K
- BroadridgeBR80,514 shares · 0.2% of their software · price +$1.5M$13.3M+$1.0M
- Roper Technologies, Inc.ROP27,498 shares · 0.2% of their software · price +$1.1M$13.2M−$11.6M
- PTCPTC89,803 shares · 0.2% of their software · price +$1.3M$12.8M+$2.8M
- Fair IsaacFICO15,073 shares · 0.2% of their software · price +$1.6M$12.2M−$39.7M
- SentinelOneS784,511 shares · 0.2% of their software · price −$988K$11.8M+$8.9M
- PalantirPLTR749,556 shares · 0.2% of their software · price +$5.2M$11.5MSplit
- F5, Inc.FFIV75,947 shares · 0.2% of their software$11.1M+$5.4M
- ElasticESTC166,765 shares · 0.2% of their software · price +$1.0M$10.7M+$7.4M
- SchrödingerSDGR188,488 shares · 0.2% of their software · price +$4.4M$9.4M+$3.3M
- Yalla Group LimitedYALA2,000,000 shares · 0.2% of their software · price +$840K$8.7MFlat
- SS&CSSNC140,899 shares · 0.2% of their software · price +$582K$8.5M−$1.9M
- C3.aiAI223,557 shares · 0.1% of their software · price +$639K$8.1M−$16.4M
- PagSeguro Digital Ltd.PAGS856,504 shares · 0.1% of their software · price +$745K$8.1M+$1.8M
- BlackBerry LimitedBB1,387,696 shares · 0.1% of their software · price +$1.3M$7.7M+$3.5M
- Shift4 Payments, Inc.FOUR107,851 shares · 0.1% of their software · price −$851K$7.3M−$4.6M
- Rapid7RPD159,119 shares · 0.1% of their software$7.2M+$2.9M
- VeriSign, Inc.VRSN31,298 shares · 0.1% of their software$7.1M−$3.1M
- GoDaddyGDDY93,330 shares · 0.1% of their software$7.0M+$4.7M
- SamsaraIOT238,139 shares · 0.1% of their software · price +$1.9M$6.6M+$2.6M
- Manhattan AssociatesMANH31,442 shares · 0.1% of their software · price +$1.4M$6.3M+$4.6M
- DuolingoDUOL43,507 shares · 0.1% of their software$6.2M+$4.7M
- Tyler TechnologiesTYL14,808 shares · 0.1% of their software · price +$916K$6.2M−$2.2M
- Radware Ltd.RDWR301,742 shares · 0.1% of their software · price −$649K$5.9M+$6.0M
- Amdocs LimitedDOX58,866 shares · 0.1% of their software$5.8M−$1.0M
- AsanaASAN256,169 shares · 0.1% of their software$5.6M−$9.4M
- Bentley SystemsBSY99,843 shares · 0.1% of their software · price +$1.1M$5.4M+$3.8M
- DoximityDOCS142,468 shares · 0.1% of their software$4.8M−$4.5M
- PubMaticPUBM258,507 shares · 0.1% of their software · price +$1.2M$4.7M+$589K
- FactSetFDS11,672 shares · 0.1% of their software$4.7M−$3.1M
- ACI WorldwideACIW195,223 shares · 0.1% of their software · price −$744K$4.5M+$3.1M
- DigitalOceanDOCN112,097 shares · 0.1% of their software$4.5M−$7.7M
- BoxBOX148,341 shares · 0.1% of their software$4.4M−$9.9M
- Sabre CorporationSABR1,366,133 shares · 0.1% of their software · price −$1.5M$4.4M+$2.2M
- TrimbleTRMB76,960 shares · 0.1% of their software$4.1M−$3.4M
- Grab Holdings LimitedGRAB1,180,721 shares · 0.1% of their software$4.0M+$1.3M
- Remitly Global, Inc.RELY203,364 shares · 0.1% of their software$3.8MFlat
- QualysQLYS29,068 shares · 0.1% of their software$3.8M−$588K
- FlywireFLYW103,410 shares · 0.1% of their software$3.2M+$2.3M
- Q2QTWO99,783 shares · 0.1% of their software · price +$627K$3.1M−$3.1M
- PAR Technology CorporationPAR92,468 shares · 0.1% of their software$3.0MFlat
- StoneCo Ltd.STNE235,122 shares · 0.1% of their software · price +$752K$3.0M−$3.2M
- Gen DigitalGEN160,196 shares · 0.1% of their software$3.0M−$8.4M
- BlackbaudBLKB41,369 shares · 0.1% of their software$2.9MFlat
- InterDigital, Inc.IDCC29,481 shares · 0.1% of their software · price +$697K$2.8M+$1.1M
- monday.comMNDY16,549 shares · 0.1% of their software$2.8M−$3.1M
- Calix, Inc.CALX53,085 shares · 0.0% of their software$2.6M−$2.8M
- Viant Technology Inc.DSP568,914 shares · 0.0% of their software$2.6MFlat
- JFrogFROG94,175 shares · 0.0% of their software · price +$753K$2.6MFlat
- FreshworksFRSH147,867 shares · 0.0% of their software$2.6M−$1.4M
- PagerDutyPD115,102 shares · 0.0% of their software · price −$1.4M$2.6M+$2.7M
- FastlyFSLY163,445 shares · 0.0% of their software$2.6M−$1.4M
- Five9FIVN31,057 shares · 0.0% of their software$2.6M−$7.8M
- YextYEXT224,486 shares · 0.0% of their software$2.5M−$1.3M
- BlackLineBL47,018 shares · 0.0% of their software · price −$627K$2.5M−$4.9M
- DoubleVerifyDV64,739 shares · 0.0% of their software · price +$568K$2.5M+$1.4M
- MorningstarMORN12,690 shares · 0.0% of their software$2.5M+$1.6M
- AppFolioAPPF14,380 shares · 0.0% of their software · price +$685K$2.5MFlat
- International Money Express, Inc.IMXI100,476 shares · 0.0% of their software$2.5M−$4.7M
- Intapp, Inc.INTA57,216 shares · 0.0% of their software$2.4MFlat
- Clear Secure, Inc.YOU101,041 shares · 0.0% of their software$2.3M−$1.9M
- Digital TurbineAPPS239,949 shares · 0.0% of their software · price −$739K$2.2M−$3.1M
- SAPSAP16,211 shares · 0.0% of their software$2.2M+$1.6M
- AppianAPPN46,558 shares · 0.0% of their software$2.2M−$696K
- ProgressPRGS36,627 shares · 0.0% of their software$2.1M+$738K
- SPS CommerceSPSC11,043 shares · 0.0% of their software$2.1M−$1.5M
- PaylocityPCTY11,173 shares · 0.0% of their software$2.1M−$4.5M
- Alight, Inc.ALIT222,609 shares · 0.0% of their software$2.1MFlat
- CloudflareNET31,329 shares · 0.0% of their software$2.0M−$21.3M
- DynatraceDT38,250 shares · 0.0% of their software$2.0M−$4.1M
- SprinklrCXM141,330 shares · 0.0% of their software$2.0M−$12.1M
- SoundHound AI, Inc.SOUN413,031 shares · 0.0% of their software · price +$739K$1.9M−$4.3M
- ToastTOST81,529 shares · 0.0% of their software$1.8M−$3.0M
- CommvaultCVLT23,633 shares · 0.0% of their software$1.7MFlat
- Euronet Worldwide, Inc.EEFT12,812 shares · 0.0% of their software$1.5M+$1.2M
- TenableTENB34,386 shares · 0.0% of their software$1.5M−$1.5M
- WorkivaWK14,460 shares · 0.0% of their software$1.5M−$4.6M
- LiveRamp Holdings, Inc.RAMP50,468 shares · 0.0% of their software$1.4MFlat
- BrazeBRZE32,593 shares · 0.0% of their software$1.4M−$9.6M
- Alarm.com Holdings, Inc.ALRM27,470 shares · 0.0% of their software$1.4MFlat
- TeradataTDC26,110 shares · 0.0% of their software$1.4MFlat
- Sportradar Group AGSRAD107,882 shares · 0.0% of their software$1.4MNew · +$1.3M
- DLocal LimitedDLO113,446 shares · 0.0% of their software$1.4MNew · +$1.8M
- Materialise NVMTLS160,129 shares · 0.0% of their software$1.4MFlat
- ProcorePCOR20,638 shares · 0.0% of their software$1.3M−$2.4M
- WEX Inc.WEX7,282 shares · 0.0% of their software$1.3M−$2.5M
- 8x8EGHT301,630 shares · 0.0% of their software$1.3M—
- Clearwater AnalyticsCWAN78,004 shares · 0.0% of their software$1.2MNew
- NetScout Systems, Inc.NTCT39,834 shares · 0.0% of their software$1.2M−$2.3M
- Commerce.com, Inc.CMRC121,987 shares · 0.0% of their software$1.2MFlat
- Cerence Inc.CRNC40,964 shares · 0.0% of their software$1.2MFlat
- Definitive HealthcareDH97,843 shares · 0.0% of their software$1.1MFlat
- Immersion CorporationIMMR146,522 shares · 0.0% of their software$1.0M−$938K
- LightspeedLSPD61,000 shares · 0.0% of their software$1.0M−$2.2M
- Health CatalystHCAT76,680 shares · 0.0% of their software$959KFlat
- Mitek Systems, Inc.MITK86,950 shares · 0.0% of their software$943K+$517K
- CourseraCOUR71,946 shares · 0.0% of their software$937K−$1.2M
- Rackspace Technology, Inc.RXT329,602 shares · 0.0% of their software$897KFlat
- Full Truck Alliance Co. Ltd.YMM141,244 shares · 0.0% of their software$879K+$737K
- nCinoNCNO28,298 shares · 0.0% of their software$852KFlat
- VaronisVRNS31,626 shares · 0.0% of their software$843K−$1.7M
- Paysafe LimitedPSFE79,827 shares · 0.0% of their software · price −$573K$805KFlat
- AppLovinAPP30,954 shares · 0.0% of their software$796K−$9.3M
- CS Disco, Inc.LAW95,446 shares · 0.0% of their software$785KFlat
- Bandwidth Inc.BAND52,411 shares · 0.0% of their software$717K−$1.5M
- EVERTEC, Inc.EVTC19,031 shares · 0.0% of their software$701K−$640K
- Rekor Systems, Inc.REKR389,414 shares · 0.0% of their software$693KFlat
- PDF Solutions, Inc.PDFS14,887 shares · 0.0% of their software$671K−$548K
- Cellebrite DI Ltd.CLBT91,790 shares · 0.0% of their software$661K−$696K
- Upbound Group, Inc.UPBD21,114 shares · 0.0% of their software$657KFlat
- Sprout SocialSPT14,056 shares · 0.0% of their software$649K−$1.6M
- OpenTextOTEX14,781 shares · 0.0% of their software$614KFlat
- VirTra, Inc.VTSI80,626 shares · 0.0% of their software$614KFlat
- Agilysys, Inc.AGYS8,646 shares · 0.0% of their software$593KFlat
- ZoomInfoZI21,138 shares · 0.0% of their software$537K—
- MagniteMGNI38,913 shares · 0.0% of their software$531K−$1.9M
- Global-EGLBE12,664 shares · 0.0% of their software$518K−$769K
- Grindr Inc.GRND90,969 shares · 0.0% of their software$503KFlat
- AlkamiALKT30,194 shares · 0.0% of their software$495KFlat
- ePlus inc.PLUS8,759 shares · 0.0% of their software$493KFlat
- PhreesiaPHR15,832 shares · 0.0% of their software$491K−$1.4M
- DropboxDBX18,346 shares · 0.0% of their software$489K−$1.2M
- Allot Ltd.ALLT153,279 shares · 0.0% of their software$484KFlat
- Adeia Inc.ADEA43,364 shares · 0.0% of their software$477KFlat
- Donnelley Financial Solutions, Inc.DFIN10,409 shares · 0.0% of their software$474KFlat
- Asure Software, Inc.ASUR38,749 shares · 0.0% of their software$471K−$2.3M
- DomoDOMO31,843 shares · 0.0% of their software$467K—
- i3 Verticals, Inc.IIIV19,807 shares · 0.0% of their software$453K−$601K
- AmplitudeAMPL40,453 shares · 0.0% of their software$445KFlat
- GuidewireGWRE5,276 shares · 0.0% of their software$401K−$1.9M
- Tucows Inc.TCX14,111 shares · 0.0% of their software$391KFlat
- Expensify, Inc.EXFY48,622 shares · 0.0% of their software$388K−$1.8M
- Veritone, Inc.VERI98,528 shares · 0.0% of their software$386KFlat
- Blend Labs, Inc.BLND398,453 shares · 0.0% of their software$377KFlat
- Simulations PlusSLP8,669 shares · 0.0% of their software$376KFlat
- N-ableNABL25,426 shares · 0.0% of their software$366KFlat
- A10 Networks, Inc.ATEN24,867 shares · 0.0% of their software$363KFlat
- Cognyte Software Ltd.CGNT58,794 shares · 0.0% of their software$358KFlat
- SoundThinking, Inc.SSTI15,528 shares · 0.0% of their software$339KFlat
- Zeta GlobalZETA38,863 shares · 0.0% of their software$332K−$1.4M
- Telos CorporationTLS124,921 shares · 0.0% of their software$320KFlat
- AvePointAVPT50,106 shares · 0.0% of their software$289KFlat
- Riskified Ltd.RSKD58,549 shares · 0.0% of their software$285KFlat
- Thryv Holdings, Inc.THRY11,327 shares · 0.0% of their software$279KFlat
- SmartRent, Inc.SMRT70,830 shares · 0.0% of their software$271KFlat
- Consensus Cloud Solutions, Inc.CCSI7,814 shares · 0.0% of their software$242K−$994K
- EverCommerceEVCM18,930 shares · 0.0% of their software$224KFlat
- DoceboDCBO5,554 shares · 0.0% of their software$219KNew · Flat
- SemrushSEMR18,797 shares · 0.0% of their software$180K—
- Repay Holdings CorporationRPAY22,874 shares · 0.0% of their software$179KFlat
- OneSpan Inc.OSPN11,437 shares · 0.0% of their software$170KFlat
- Xperi Inc.XPER12,037 shares · 0.0% of their software$158KFlat
- Ooma, Inc.OOMA10,455 shares · 0.0% of their software$157KFlat
- Rimini Street, Inc.RMNI32,536 shares · 0.0% of their software$156KFlat
- Ribbon Communications Inc.RBBN46,249 shares · 0.0% of their software$129K−$500K
- Nerdy Inc.NRDY17,734 shares · 0.0% of their software$74KFlat
- Paysign, Inc.PAYS27,995 shares · 0.0% of their software$69KFlat
- Kaltura, Inc.KLTR27,397 shares · 0.0% of their software$58KFlat
- NextNav Inc.NN18,010 shares · 0.0% of their software$53KFlat
- DHI Group, Inc.DHX13,577 shares · 0.0% of their software$52KFlat
- Usio, Inc.USIO26,647 shares · 0.0% of their software$50KNew · Flat
- MIND C.T.I. LtdMNDO19,478 shares · 0.0% of their software$38KFlat
- NetSol Technologies, Inc.NTWK12,614 shares · 0.0% of their software$30KNew · Flat
- Tuya Inc.TUYA14,606 shares · 0.0% of their software$28KFlat
- Xunlei LimitedXNET12,517 shares · 0.0% of their software$25KFlat