Generalist · New York, NY
Jane Street Group
Q4 2022 · compared with Q3 2022
Filed as Jane Street Group, LLC
- Software
- $2.5B
- Weight of 13F
- 4.7%
- Names
- 186
- Net bought
- +$806M
Filed 15 February 2023 · SEC filing.
5,309 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 2026237 names · $42.0B in calls, not in the total$13.7B+$4.9B
- Q1 2026237 names · $28.4B in calls, not in the total$7.8B+$3.3B
- Q4 2025265 names · $23.8B in calls, not in the total$6.5B+$1.7B
- Q3 2025260 names · $28.1B in calls, not in the total$7.9B+$3.9B
- Q2 2025203 names · $19.7B in calls, not in the total$4.3B−$183M
- Q1 2025219 names · $10.9B in calls, not in the total$3.3B+$35.5M
- Q4 2024230 names · $14.1B in calls, not in the total$3.8B−$495M
- Q3 2024231 names · $10.0B in calls, not in the total$3.7B−$864M
- Q2 2024240 names$5.8B+$180M
- Q1 2024231 names$5.8B−$2.9B
- Q4 2023219 names$8.1B+$3.0B
- Q3 2023182 names$3.6B−$549M
- Q2 2023187 names$4.3B+$1.6B
- Q1 2023194 names$2.1B−$723M
- Q4 2022186 names$2.5B+$806M
- Q3 2022173 names$1.8B+$333M
- Q2 2022172 names$1.6B+$447M
- Q1 2022183 names · $8.2B in calls, not in the total$2.3B−$228M
- Q4 2021179 names · $9.3B in calls, not in the total$3.0B+$1.2B
- Q3 2021158 names · $8.9B in calls, not in the total$2.2B+$85.7M
- Q2 2021160 names · $8.2B in calls, not in the total$2.2B+$271M
- Q1 2021148 names · $6.6B in calls, not in the total$2.1B+$694M
- Q4 2020130 names · $7.4B in calls, not in the total$1.5B+$178M
- Q3 2020119 names · $6.3B in calls, not in the total$1.2B+$190M
- Q2 2020111 names · $4.8B in calls, not in the total$846M+$200M
- Q1 202080 names · $2.6B in calls, not in the total$405M+$57.3M
- Q4 201978 names · $1.4B in calls, not in the total$376M+$13.8M
- Q3 201978 names · $1.3B in calls, not in the total$352M−$22.5M
- Q2 201982 names · $1.1B in calls, not in the total$400M−$412M
- Q1 201976 names · $836M in calls, not in the total$790M+$390M
- Q4 201862 names · $877M in calls, not in the total$235M−$10.2M
- Q3 201875 names · $629M in calls, not in the total$297M+$14.9M
- Q2 201857 names · $498M in calls, not in the total$238M+$35.6M
- Q1 201853 names · $443M in calls, not in the total$185M−$1.2M
- Q4 201757 names · $209M in calls, not in the total$167M−$41.2M
- Q3 201752 names · $149M in calls, not in the total$195M+$94.8M
- Q2 201740 names · $215M in calls, not in the total$93.3M+$22.7M
- Q1 201736 names · $50.8M in calls, not in the total$62.1M−$17.1M
- Q4 201633 names · $92.9M in calls, not in the total$73.7M+$3.8M
- Q3 201645 names · $69.0M in calls, not in the total$76.2M+$10.9M
- Q2 201635 names · $65.5M in calls, not in the total$55.8M—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT3,511,240 shares · 33.7% of their software · price +$24.3M$842M+$445M
- SynopsysSNPS570,642 shares · 7.3% of their software · price +$7.9M$182M+$47.1M
- AtlassianTEAM954,693 shares · 4.9% of their software · price −$78.2M$123MNew · +$201M
- SalesforceCRM851,084 shares · 4.5% of their software · price −$9.6M$113M+$29.8M
- Uber Technologies, Inc.UBER2,942,158 shares · 2.9% of their software · price −$5.2M$72.8M+$2.2M
- Block, Inc.XYZ1,124,494 shares · 2.8% of their software · price +$8.8M$70.7M−$12.5M
- ShopifySHOP1,947,437 shares · 2.7% of their software · price +$15.1M$67.6M+$26.4M
- SnowflakeSNOW397,835 shares · 2.3% of their software · price −$10.5M$57.1M+$47.8M
- AdobeADBE147,509 shares · 2.0% of their software · price +$9.0M$49.6M−$26.8M
- VeriSign, Inc.VRSN237,893 shares · 2.0% of their software · price +$7.6M$48.9M+$40.3M
- IntuitINTU123,729 shares · 1.9% of their software$48.2M+$8.6M
- CoStarCSGP560,463 shares · 1.7% of their software · price +$4.3M$43.3M+$8.0M
- SAPSAP362,234 shares · 1.5% of their software · price +$7.9M$37.4M+$29.0M
- CrowdStrikeCRWD305,242 shares · 1.3% of their software · price −$18.2M$32.1M−$1.8M
- ZscalerZS240,546 shares · 1.1% of their software · price −$12.6M$26.9M−$9.3M
- Full Truck Alliance Co. Ltd.YMM3,213,949 shares · 1.0% of their software · price +$4.7M$25.7M+$1.8M
- OracleORCL314,249 shares · 1.0% of their software · price +$6.5M$25.7M−$10.6M
- The Trade DeskTTD531,652 shares · 1.0% of their software · price −$7.9M$23.8M+$692K
- VeevaVEEV145,354 shares · 0.9% of their software · price −$509K$23.5M+$13.9M
- DatadogDDOG319,043 shares · 0.9% of their software · price −$4.9M$23.4M+$19.6M
- DocuSignDOCU421,154 shares · 0.9% of their software · price +$821K$23.3M+$10.8M
- Palo Alto NetworksPANW161,654 shares · 0.9% of their software · price −$3.9M$22.6M−$34.1M
- Lyft, Inc.LYFT2,006,795 shares · 0.9% of their software · price −$4.3M$22.1M+$14.4M
- WorkdayWDAY126,229 shares · 0.8% of their software · price +$1.9M$21.1M+$3.2M
- ServiceNowNOW50,554 shares · 0.8% of their software · price +$539K$19.6M−$3.6M
- AutodeskADSK97,242 shares · 0.7% of their software$18.2M+$9.8M
- ZoomZM241,323 shares · 0.7% of their software · price −$1.4M$16.3M+$1.8M
- BILLBILL135,857 shares · 0.6% of their software · price −$3.2M$14.8M+$3.9M
- WixWIX190,792 shares · 0.6% of their software$14.7M+$5.4M
- PaylocityPCTY75,292 shares · 0.6% of their software · price −$3.6M$14.6M−$18.7M
- DescartesDSGX203,094 shares · 0.6% of their software · price +$1.2M$14.1M−$1.3M
- MongoDBMDB71,243 shares · 0.6% of their software$14.0M+$2.4M
- CloudflareNET275,307 shares · 0.5% of their software · price −$2.8M$12.4M−$43.7M
- GuidewireGWRE198,901 shares · 0.5% of their software$12.4M+$10.6M
- PalantirPLTR1,872,106 shares · 0.5% of their software · price −$3.2M$12.0M−$8.9M
- OktaOKTA165,758 shares · 0.5% of their software · price +$1.9M$11.3M+$3.8M
- TwilioTWLO231,274 shares · 0.5% of their software · price −$4.7M$11.3M+$10.3M
- UnityU362,016 shares · 0.4% of their software · price −$1.2M$10.4M+$9.5M
- Paychex, Inc.PAYX89,534 shares · 0.4% of their software$10.3M−$2.3M
- SS&CSSNC190,980 shares · 0.4% of their software · price +$823K$9.9M+$5.7M
- CadenceCDNS56,286 shares · 0.4% of their software$9.0M−$9.9M
- Fiserv, Inc.FISV88,999 shares · 0.4% of their software · price +$667K$9.0M+$1.1M
- Roper Technologies, Inc.ROP20,405 shares · 0.4% of their software · price +$1.5M$8.8M+$1.9M
- NICENICE45,370 shares · 0.3% of their software$8.7M−$13.2M
- Automatic Data Processing, Inc.ADP36,479 shares · 0.3% of their software$8.7M+$2.8M
- DLocal LimitedDLO481,138 shares · 0.3% of their software · price −$2.4M$7.5M+$7.4M
- FortinetFTNT151,033 shares · 0.3% of their software$7.4M−$2.4M
- BlackBerry LimitedBB2,191,965 shares · 0.3% of their software · price −$3.2M$7.1M+$7.5M
- UiPathPATH521,660 shares · 0.3% of their software$6.6M+$4.8M
- LightspeedLSPD400,360 shares · 0.2% of their software · price −$1.3M$5.7M+$3.9M
- Check PointCHKP44,214 shares · 0.2% of their software · price +$625K$5.6MFlat
- AkamaiAKAM64,769 shares · 0.2% of their software$5.5M−$854K
- Rapid7RPD142,039 shares · 0.2% of their software · price −$1.3M$4.8M+$5.3M
- monday.comMNDY37,737 shares · 0.2% of their software$4.6M+$2.6M
- GitLabGTLB98,627 shares · 0.2% of their software · price −$570K$4.5M+$886K
- HubSpotHUBS15,393 shares · 0.2% of their software$4.5M−$2.3M
- RingCentralRNG125,039 shares · 0.2% of their software · price −$570K$4.4M+$1.2M
- Gen DigitalGEN199,353 shares · 0.2% of their software$4.3M+$1.7M
- Shift4 Payments, Inc.FOUR75,752 shares · 0.2% of their software · price +$858K$4.2M+$1.1M
- F5, Inc.FFIV27,170 shares · 0.2% of their software$3.9M+$3.5M
- Alight, Inc.ALIT440,565 shares · 0.1% of their software$3.7M+$3.1M
- VeriskVRSK20,847 shares · 0.1% of their software$3.7M−$2.9M
- ZoomInfoZI120,333 shares · 0.1% of their software$3.6M—
- PaycomPAYC11,467 shares · 0.1% of their software$3.6M+$1.6M
- TeradataTDC92,349 shares · 0.1% of their software$3.1MFlat
- WorkivaWK34,369 shares · 0.1% of their software$2.9M+$2.5M
- Rackspace Technology, Inc.RXT940,776 shares · 0.1% of their software · price −$1.1M$2.8M+$1.1M
- A10 Networks, Inc.ATEN165,323 shares · 0.1% of their software · price +$555K$2.7MNew · +$2.2M
- ElasticESTC52,808 shares · 0.1% of their software · price −$1.1M$2.7M−$3.0M
- TrimbleTRMB52,564 shares · 0.1% of their software$2.7M+$1.6M
- Kingsoft Cloud Holdings LimitedKC693,446 shares · 0.1% of their software · price +$1.3M$2.7M+$1.1M
- Agora, Inc.API641,835 shares · 0.1% of their software$2.5M+$1.7M
- JFrogFROG114,950 shares · 0.1% of their software$2.5MFlat
- Grab Holdings LimitedGRAB748,027 shares · 0.1% of their software$2.4M−$8.7M
- ToastTOST129,628 shares · 0.1% of their software$2.3M+$1.5M
- GoDaddyGDDY30,959 shares · 0.1% of their software$2.3M+$800K
- DropboxDBX100,981 shares · 0.1% of their software$2.3M−$3.2M
- Digital TurbineAPPS142,948 shares · 0.1% of their software$2.2MFlat
- Fair IsaacFICO3,584 shares · 0.1% of their software · price +$669K$2.1M−$2.4M
- DynatraceDT55,764 shares · 0.1% of their software$2.1MFlat
- Consensus Cloud Solutions, Inc.CCSI39,523 shares · 0.1% of their software$2.1MNew · +$1.9M
- FastlyFSLY255,800 shares · 0.1% of their software$2.1M+$1.7M
- Tyler TechnologiesTYL6,387 shares · 0.1% of their software$2.1MFlat
- Five9FIVN30,026 shares · 0.1% of their software$2.0MFlat
- ACI WorldwideACIW87,098 shares · 0.1% of their software$2.0M+$947K
- StoneCo Ltd.STNE211,534 shares · 0.1% of their software$2.0M−$3.5M
- Strategy IncMSTR13,216 shares · 0.1% of their software · price −$934K$1.9M−$6.8M
- EVERTEC, Inc.EVTC54,652 shares · 0.1% of their software$1.8MFlat
- AsanaASAN120,853 shares · 0.1% of their software · price −$1.0M$1.7M+$1.6M
- SentinelOneS109,810 shares · 0.1% of their software · price −$1.2M$1.6M−$5.0M
- Bandwidth Inc.BAND69,432 shares · 0.1% of their software · price +$767K$1.6M+$680K
- Upbound Group, Inc.UPBD64,382 shares · 0.1% of their software$1.5MFlat
- NutanixNTNX54,936 shares · 0.1% of their software$1.4M−$1.5M
- Euronet Worldwide, Inc.EEFT15,096 shares · 0.1% of their software$1.4MFlat
- DoceboDCBO42,351 shares · 0.1% of their software$1.4MFlat
- PagSeguro Digital Ltd.PAGS158,982 shares · 0.1% of their software · price −$714K$1.4MFlat
- VaronisVRNS57,464 shares · 0.1% of their software$1.4M+$996K
- AppLovinAPP128,559 shares · 0.1% of their software · price −$1.2M$1.4MFlat
- nCinoNCNO49,936 shares · 0.1% of their software$1.3MNew · +$1.7M
- Health CatalystHCAT121,845 shares · 0.1% of their software$1.3MFlat
- Sprout SocialSPT20,223 shares · 0.0% of their software$1.1M+$904K
- DigitalOceanDOCN44,513 shares · 0.0% of their software$1.1M+$1.4M
- PTCPTC9,402 shares · 0.0% of their software$1.1M−$1.8M
- Calix, Inc.CALX16,447 shares · 0.0% of their software$1.1M−$2.9M
- Global-EGLBE54,369 shares · 0.0% of their software$1.1M−$5.4M
- OpenTextOTEX37,352 shares · 0.0% of their software$1.1M−$1.8M
- BoxBOX34,868 shares · 0.0% of their software$1.1M−$511K
- MagniteMGNI100,850 shares · 0.0% of their software$1.1MNew · +$663K
- DoximityDOCS31,434 shares · 0.0% of their software$1.1MNew · +$950K
- AppianAPPN32,388 shares · 0.0% of their software$1.1M+$1.0M
- PagerDutyPD37,091 shares · 0.0% of their software$985KFlat
- FreshworksFRSH60,654 shares · 0.0% of their software$892KFlat
- NetApp, Inc.NTAP14,679 shares · 0.0% of their software$882K−$9.5M
- DomoDOMO61,865 shares · 0.0% of their software$881K—
- CourseraCOUR73,316 shares · 0.0% of their software$867KNew · +$790K
- BlackLineBL12,765 shares · 0.0% of their software$859KFlat
- AmplitudeAMPL68,966 shares · 0.0% of their software$833KNew · +$1.1M
- AppFolioAPPF7,048 shares · 0.0% of their software$743KFlat
- Bentley SystemsBSY19,687 shares · 0.0% of their software$728KFlat
- YextYEXT110,668 shares · 0.0% of their software$723KFlat
- Immersion CorporationIMMR102,659 shares · 0.0% of their software$722KNew · +$564K
- PegasystemsPEGA20,859 shares · 0.0% of their software$714KFlat
- Cognyte Software Ltd.CGNT219,009 shares · 0.0% of their software$681K+$559K
- 8x8EGHT151,734 shares · 0.0% of their software$655K—
- MorningstarMORN2,897 shares · 0.0% of their software$627K−$3.0M
- InterDigital, Inc.IDCC12,390 shares · 0.0% of their software$613KFlat
- FactSetFDS1,463 shares · 0.0% of their software$587K−$4.5M
- Blend Labs, Inc.BLND404,266 shares · 0.0% of their software$582K+$867K
- NetScout Systems, Inc.NTCT17,702 shares · 0.0% of their software$575K−$597K
- Commerce.com, Inc.CMRC65,568 shares · 0.0% of their software$573KFlat
- Endava plcDAVA7,127 shares · 0.0% of their software$545KNew · +$575K
- ePlus inc.PLUS12,025 shares · 0.0% of their software$532KFlat
- ProcorePCOR10,907 shares · 0.0% of their software$515KFlat
- Donnelley Financial Solutions, Inc.DFIN13,237 shares · 0.0% of their software$512KNew · Flat
- Definitive HealthcareDH42,657 shares · 0.0% of their software$469KNew · +$663K
- SchrödingerSDGR24,613 shares · 0.0% of their software$460K−$1.4M
- ProgressPRGS9,009 shares · 0.0% of their software$455KFlat
- TenableTENB11,894 shares · 0.0% of their software$454KFlat
- Clearwater AnalyticsCWAN23,230 shares · 0.0% of their software$436KNew
- PDF Solutions, Inc.PDFS14,666 shares · 0.0% of their software$418KNew · Flat
- SPS CommerceSPSC3,100 shares · 0.0% of their software$398KFlat
- Clear Secure, Inc.YOU13,935 shares · 0.0% of their software$382KFlat
- PubMaticPUBM29,400 shares · 0.0% of their software$377KFlat
- BlackbaudBLKB6,087 shares · 0.0% of their software$358K−$6.9M
- FlywireFLYW14,435 shares · 0.0% of their software$353KNew · Flat
- PhreesiaPHR10,907 shares · 0.0% of their software$353KFlat
- Allot Ltd.ALLT95,866 shares · 0.0% of their software$330KNew · Flat
- Adeia Inc.ADEA32,908 shares · 0.0% of their software$312KNew · Flat
- SprinklrCXM37,981 shares · 0.0% of their software$310KFlat
- Payoneer Global Inc.PAYO56,214 shares · 0.0% of their software$307KFlat
- DuolingoDUOL4,292 shares · 0.0% of their software$305KNew · Flat
- Sabre CorporationSABR46,261 shares · 0.0% of their software$286KFlat
- CCC Intelligent Solutions Holdings Inc.CCC32,517 shares · 0.0% of their software$283KFlat
- Alarm.com Holdings, Inc.ALRM5,671 shares · 0.0% of their software$281KFlat
- Mitek Systems, Inc.MITK28,428 shares · 0.0% of their software$275KFlat
- Manhattan AssociatesMANH2,245 shares · 0.0% of their software$273K−$1.5M
- Simulations PlusSLP7,395 shares · 0.0% of their software$270K−$1.0M
- Remitly Global, Inc.RELY22,971 shares · 0.0% of their software$263KFlat
- EverCommerceEVCM35,109 shares · 0.0% of their software$261KFlat
- C3.aiAI23,192 shares · 0.0% of their software$260KFlat
- CommvaultCVLT3,909 shares · 0.0% of their software$246KFlat
- AvePointAVPT59,636 shares · 0.0% of their software$245KFlat
- Amdocs LimitedDOX2,686 shares · 0.0% of their software$244KNew · Flat
- PaymentusPAY30,425 shares · 0.0% of their software$244KNew · Flat
- Repay Holdings CorporationRPAY29,414 shares · 0.0% of their software$237K−$712K
- SamsaraIOT18,901 shares · 0.0% of their software$235KFlat
- Materialise NVMTLS26,399 shares · 0.0% of their software$232KNew · Flat
- Yalla Group LimitedYALA63,270 shares · 0.0% of their software$221KFlat
- DoubleVerifyDV9,898 shares · 0.0% of their software$217KNew · Flat
- Tuya Inc.TUYA113,527 shares · 0.0% of their software$217KFlat
- VTEXVTEX56,660 shares · 0.0% of their software$212KFlat
- Veritone, Inc.VERI38,486 shares · 0.0% of their software$204KNew · Flat
- Paysafe LimitedPSFE13,342 shares · 0.0% of their software$185KNew · Flat
- Ooma, Inc.OOMA11,764 shares · 0.0% of their software$160KNew · Flat
- Xperi Inc.XPER18,386 shares · 0.0% of their software$158KNew · Flat
- PowerFleet, Inc.AIOT53,711 shares · 0.0% of their software$144KFlat
- Expensify, Inc.EXFY15,947 shares · 0.0% of their software$141KNew · Flat
- Zeta GlobalZETA16,837 shares · 0.0% of their software$138KFlat
- Rekor Systems, Inc.REKR108,012 shares · 0.0% of their software$130KFlat
- N-ableNABL11,724 shares · 0.0% of their software$121KNew · Flat
- DHI Group, Inc.DHX20,061 shares · 0.0% of their software$106KNew · Flat
- Rocket One Inc.RKTO11,122 shares · 0.0% of their software$87KNew · Flat
- Ribbon Communications Inc.RBBN20,171 shares · 0.0% of their software$56KFlat
- Nerdy Inc.NRDY20,973 shares · 0.0% of their software$47KNew · Flat
- Kaltura, Inc.KLTR25,903 shares · 0.0% of their software$45KNew · Flat
- SmartRent, Inc.SMRT16,741 shares · 0.0% of their software$41KFlat