Generalist · New York, NY
Jane Street Group
Q1 2023 · compared with Q4 2022
Filed as Jane Street Group, LLC
- Software
- $2.1B
- Weight of 13F
- 3.7%
- Names
- 194
- Net bought
- −$723M
Filed 16 May 2023 · SEC filing.
5,264 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
- MicrosoftMSFT2,120,100 shares · 28.5% of their software · price +$103M$611M−$334M
- Uber Technologies, Inc.UBER5,429,890 shares · 8.0% of their software · price +$37.8M$172M+$61.5M
- Palo Alto NetworksPANW578,350 shares · 5.4% of their software · price +$34.8M$116M+$58.1M
- Block, Inc.XYZ1,344,695 shares · 4.3% of their software · price +$7.8M$92.3M+$13.8M
- CrowdStrikeCRWD583,002 shares · 3.7% of their software · price +$18.6M$80.0M+$29.2M
- ShopifySHOP1,290,182 shares · 2.9% of their software · price +$17.1M$61.9M−$22.8M
- AtlassianTEAM351,774 shares · 2.8% of their software · price +$14.9M$60.2M−$77.6M
- CadenceCDNS256,831 shares · 2.5% of their software · price +$12.7M$54.0M+$32.2M
- OracleORCL543,067 shares · 2.4% of their software · price +$6.1M$50.5M+$18.7M
- SnowflakeSNOW315,996 shares · 2.3% of their software · price +$3.4M$48.8M−$11.7M
- The Trade DeskTTD760,448 shares · 2.2% of their software · price +$12.2M$46.3M+$10.3M
- SalesforceCRM185,344 shares · 1.7% of their software · price +$12.5M$37.0M−$88.3M
- Automatic Data Processing, Inc.ADP127,070 shares · 1.3% of their software · price −$2.1M$28.3M+$21.6M
- AdobeADBE70,837 shares · 1.3% of their software · price +$3.5M$27.3M−$25.8M
- NICENICE114,896 shares · 1.2% of their software · price +$4.2M$26.3M+$13.4M
- VeevaVEEV120,331 shares · 1.0% of their software · price +$2.7M$22.1M−$4.0M
- DatadogDDOG294,916 shares · 1.0% of their software$21.4M−$1.8M
- WorkdayWDAY81,982 shares · 0.8% of their software · price +$3.2M$16.9M−$7.4M
- Fair IsaacFICO23,778 shares · 0.8% of their software · price +$2.5M$16.7M+$12.1M
- Full Truck Alliance Co. Ltd.YMM2,158,307 shares · 0.8% of their software · price −$842K$16.4M−$8.4M
- Paychex, Inc.PAYX141,202 shares · 0.8% of their software$16.2M+$6.0M
- OpenTextOTEX405,518 shares · 0.7% of their software · price +$3.6M$15.6M+$10.9M
- Lyft, Inc.LYFT1,647,041 shares · 0.7% of their software · price −$2.9M$15.3M−$4.0M
- PalantirPLTR1,770,210 shares · 0.7% of their software · price +$3.6M$15.0M−$654K
- SAPSAP114,398 shares · 0.7% of their software · price +$2.7M$14.5M−$25.6M
- monday.comMNDY99,739 shares · 0.7% of their software · price +$2.1M$14.2M+$7.6M
- ZoomZM183,948 shares · 0.6% of their software · price +$1.1M$13.6M−$3.9M
- MongoDBMDB57,120 shares · 0.6% of their software · price +$2.1M$13.3M−$2.8M
- IntuitINTU29,183 shares · 0.6% of their software · price +$1.7M$13.0M−$36.8M
- Roper Technologies, Inc.ROP28,065 shares · 0.6% of their software$12.4M+$3.3M
- ServiceNowNOW26,415 shares · 0.6% of their software · price +$2.0M$12.3M−$9.4M
- C3.aiAI318,692 shares · 0.5% of their software · price +$7.1M$10.7M+$3.3M
- DoubleVerifyDV354,573 shares · 0.5% of their software · price +$2.9M$10.7M+$7.6M
- Fiserv, Inc.FISV90,159 shares · 0.5% of their software · price +$1.1M$10.2MFlat
- VeriskVRSK51,689 shares · 0.5% of their software · price +$798K$9.9M+$5.4M
- HubSpotHUBS23,072 shares · 0.5% of their software · price +$3.2M$9.9M+$2.2M
- AutodeskADSK47,463 shares · 0.5% of their software · price +$1.0M$9.9M−$9.3M
- SamsaraIOT495,169 shares · 0.5% of their software · price +$3.6M$9.8M+$5.9M
- Alight, Inc.ALIT1,050,513 shares · 0.5% of their software · price +$893K$9.7M+$5.1M
- ZscalerZS69,617 shares · 0.4% of their software$8.1M−$19.1M
- GitLabGTLB232,286 shares · 0.4% of their software · price −$2.6M$8.0M+$6.1M
- ZoomInfoZI318,871 shares · 0.4% of their software$7.9M—
- CloudflareNET124,957 shares · 0.4% of their software · price +$2.1M$7.7M−$6.8M
- DuolingoDUOL51,837 shares · 0.3% of their software · price +$3.7M$7.4M+$3.4M
- Strategy IncMSTR25,184 shares · 0.3% of their software · price +$3.8M$7.4M+$1.7M
- BlackBerry LimitedBB1,590,196 shares · 0.3% of their software · price +$2.1M$7.3M−$2.0M
- WorkivaWK70,530 shares · 0.3% of their software · price +$1.3M$7.2M+$3.0M
- GuidewireGWRE77,016 shares · 0.3% of their software · price +$1.5M$6.3M−$7.6M
- Tyler TechnologiesTYL17,567 shares · 0.3% of their software · price +$566K$6.2M+$3.6M
- SS&CSSNC109,495 shares · 0.3% of their software$6.2M−$4.2M
- Global-EGLBE187,606 shares · 0.3% of their software · price +$2.2M$6.0M+$2.8M
- SentinelOneS362,313 shares · 0.3% of their software · price +$641K$5.9M+$3.7M
- GoDaddyGDDY74,529 shares · 0.3% of their software$5.8M+$3.3M
- TwilioTWLO86,484 shares · 0.3% of their software · price +$1.5M$5.8M−$7.1M
- DoximityDOCS177,575 shares · 0.3% of their software$5.7M+$4.9M
- PaycomPAYC18,716 shares · 0.3% of their software$5.7M+$2.2M
- Shift4 Payments, Inc.FOUR69,544 shares · 0.2% of their software · price +$1.4M$5.3MFlat
- DocuSignDOCU88,772 shares · 0.2% of their software$5.2M−$18.4M
- AkamaiAKAM64,273 shares · 0.2% of their software$5.0MFlat
- OktaOKTA49,606 shares · 0.2% of their software · price +$888K$4.3M−$7.9M
- FactSetFDS9,894 shares · 0.2% of their software$4.1M+$3.4M
- SprinklrCXM307,803 shares · 0.2% of their software · price +$1.5M$4.0M+$2.2M
- FortinetFTNT56,217 shares · 0.2% of their software · price +$988K$3.7M−$4.6M
- Kingsoft Cloud Holdings LimitedKC396,959 shares · 0.2% of their software · price +$2.0M$3.5M−$1.1M
- VeriSign, Inc.VRSN16,676 shares · 0.2% of their software$3.5M−$45.4M
- WixWIX35,154 shares · 0.2% of their software · price +$807K$3.5M−$12.0M
- PTCPTC26,842 shares · 0.2% of their software$3.4M+$2.1M
- AppLovinAPP210,746 shares · 0.2% of their software · price +$1.1M$3.3M+$865K
- BoxBOX117,982 shares · 0.1% of their software · price −$512K$3.2M+$2.6M
- ElasticESTC54,482 shares · 0.1% of their software$3.2MFlat
- VaronisVRNS121,244 shares · 0.1% of their software$3.2M+$1.5M
- DigitalOceanDOCN79,945 shares · 0.1% of their software · price +$1.1M$3.1M+$902K
- StoneCo Ltd.STNE315,586 shares · 0.1% of their software$3.0M+$982K
- Sprout SocialSPT49,160 shares · 0.1% of their software$3.0M+$1.6M
- UnityU91,078 shares · 0.1% of their software$3.0M−$7.7M
- Check PointCHKP22,221 shares · 0.1% of their software$2.9M−$2.8M
- UiPathPATH161,941 shares · 0.1% of their software · price +$785K$2.8M−$4.6M
- BlackLineBL41,181 shares · 0.1% of their software$2.8M+$1.9M
- Asure Software, Inc.ASUR183,733 shares · 0.1% of their software · price +$948K$2.7MNew · +$1.7M
- nCinoNCNO106,021 shares · 0.1% of their software$2.6M+$1.5M
- RingCentralRNG78,918 shares · 0.1% of their software$2.4M−$1.6M
- DropboxDBX110,035 shares · 0.1% of their software$2.4MFlat
- CoStarCSGP34,080 shares · 0.1% of their software$2.3M−$40.7M
- PaylocityPCTY11,632 shares · 0.1% of their software$2.3M−$12.4M
- WEX Inc.WEX12,432 shares · 0.1% of their software$2.3MNew · +$2.0M
- MorningstarMORN11,245 shares · 0.1% of their software$2.3M+$1.8M
- Payoneer Global Inc.PAYO358,199 shares · 0.1% of their software$2.2M+$1.7M
- NetApp, Inc.NTAP34,676 shares · 0.1% of their software$2.2M+$1.2M
- BILLBILL24,010 shares · 0.1% of their software · price −$668K$1.9M−$12.2M
- TrimbleTRMB37,103 shares · 0.1% of their software$1.9M−$782K
- InterDigital, Inc.IDCC26,408 shares · 0.1% of their software · price +$618K$1.9M+$694K
- Definitive HealthcareDH185,266 shares · 0.1% of their software$1.9M+$1.6M
- Upbound Group, Inc.UPBD78,007 shares · 0.1% of their software$1.9MFlat
- Clear Secure, Inc.YOU70,335 shares · 0.1% of their software$1.8M+$1.5M
- Immersion CorporationIMMR203,472 shares · 0.1% of their software$1.8M+$709K
- Q2QTWO69,786 shares · 0.1% of their software$1.7MNew · +$1.9M
- Bentley SystemsBSY39,954 shares · 0.1% of their software$1.7M+$749K
- DescartesDSGX21,175 shares · 0.1% of their software$1.7M−$12.7M
- Endava plcDAVA23,953 shares · 0.1% of their software$1.6M+$1.3M
- Five9FIVN22,209 shares · 0.1% of their software$1.6M−$530K
- LiveRamp Holdings, Inc.RAMP73,083 shares · 0.1% of their software$1.6MNew · +$1.7M
- Amdocs LimitedDOX16,671 shares · 0.1% of their software$1.6M+$1.3M
- Calix, Inc.CALX29,355 shares · 0.1% of their software$1.6M+$883K
- QualysQLYS12,058 shares · 0.1% of their software$1.6MNew · +$1.4M
- Grab Holdings LimitedGRAB476,445 shares · 0.1% of their software$1.4M−$874K
- EVERTEC, Inc.EVTC40,873 shares · 0.1% of their software$1.4MFlat
- FastlyFSLY77,490 shares · 0.1% of their software · price +$742K$1.4M−$1.5M
- ProcorePCOR21,744 shares · 0.1% of their software$1.4M+$511K
- Manhattan AssociatesMANH8,565 shares · 0.1% of their software$1.3M+$767K
- Rapid7RPD28,479 shares · 0.1% of their software$1.3M−$3.9M
- LightspeedLSPD85,233 shares · 0.1% of their software$1.3M−$4.5M
- PagSeguro Digital Ltd.PAGS147,868 shares · 0.1% of their software$1.3MFlat
- SynopsysSNPS3,260 shares · 0.1% of their software$1.3M−$181M
- YextYEXT130,521 shares · 0.1% of their software$1.3MFlat
- Gen DigitalGEN71,383 shares · 0.1% of their software$1.2M−$2.7M
- NetScout Systems, Inc.NTCT41,193 shares · 0.1% of their software$1.2M+$764K
- Agora, Inc.API301,691 shares · 0.1% of their software$1.1M−$1.3M
- PhreesiaPHR32,949 shares · 0.0% of their software$1.1M+$713K
- Ribbon Communications Inc.RBBN309,673 shares · 0.0% of their software$1.1M+$808K
- SoundHound AI, Inc.SOUN381,699 shares · 0.0% of their software$1.1MNew · +$676K
- PagerDutyPD29,919 shares · 0.0% of their software$1.0MFlat
- BrazeBRZE29,703 shares · 0.0% of their software$1.0MNew · +$810K
- DynatraceDT23,999 shares · 0.0% of their software$1.0M−$1.2M
- BlackbaudBLKB14,171 shares · 0.0% of their software$982KFlat
- DomoDOMO67,425 shares · 0.0% of their software$957K—
- Xperi Inc.XPER86,013 shares · 0.0% of their software$940K+$582K
- FreshworksFRSH56,164 shares · 0.0% of their software$863KFlat
- ProgressPRGS14,733 shares · 0.0% of their software$846KFlat
- AsanaASAN39,650 shares · 0.0% of their software$838K−$1.1M
- NutanixNTNX31,385 shares · 0.0% of their software$816K−$614K
- SemrushSEMR78,074 shares · 0.0% of their software$785KNew
- Alarm.com Holdings, Inc.ALRM15,303 shares · 0.0% of their software$769KFlat
- DoceboDCBO18,475 shares · 0.0% of their software$752K−$791K
- ACI WorldwideACIW27,589 shares · 0.0% of their software$744K−$1.4M
- TenableTENB15,380 shares · 0.0% of their software$731KFlat
- F5, Inc.FFIV5,007 shares · 0.0% of their software$729K−$3.2M
- Digital TurbineAPPS58,382 shares · 0.0% of their software$722K−$1.3M
- Expensify, Inc.EXFY86,774 shares · 0.0% of their software$707K+$625K
- 8x8EGHT169,439 shares · 0.0% of their software$707K—
- Paysafe LimitedPSFE39,769 shares · 0.0% of their software$687KFlat
- Rackspace Technology, Inc.RXT363,492 shares · 0.0% of their software$683K−$1.7M
- TeradataTDC16,601 shares · 0.0% of their software$669K−$2.5M
- CommvaultCVLT11,052 shares · 0.0% of their software$627KFlat
- AppianAPPN13,820 shares · 0.0% of their software$613K−$605K
- AppFolioAPPF4,927 shares · 0.0% of their software$613KFlat
- Zeta GlobalZETA56,107 shares · 0.0% of their software$608KFlat
- Paysign, Inc.PAYS165,622 shares · 0.0% of their software$601KNew · Flat
- SchrödingerSDGR22,366 shares · 0.0% of their software$589KFlat
- Telos CorporationTLS227,353 shares · 0.0% of their software · price −$582K$575KNew · +$1.2M
- Radware Ltd.RDWR26,294 shares · 0.0% of their software$566KNew · +$519K
- BroadridgeBR3,859 shares · 0.0% of their software$566KNew · +$518K
- ToastTOST30,459 shares · 0.0% of their software$541K−$1.8M
- Health CatalystHCAT45,164 shares · 0.0% of their software$527K−$815K
- ePlus inc.PLUS10,567 shares · 0.0% of their software$518KFlat
- A10 Networks, Inc.ATEN33,399 shares · 0.0% of their software$517K−$2.2M
- Simulations PlusSLP11,300 shares · 0.0% of their software$497KFlat
- MagniteMGNI53,031 shares · 0.0% of their software$491K−$506K
- N-ableNABL37,195 shares · 0.0% of their software$491KFlat
- Kaltura, Inc.KLTR234,697 shares · 0.0% of their software$451KFlat
- PDF Solutions, Inc.PDFS10,211 shares · 0.0% of their software$433KFlat
- Tuya Inc.TUYA228,467 shares · 0.0% of their software$432KFlat
- JFrogFROG20,675 shares · 0.0% of their software$407K−$2.0M
- Cognyte Software Ltd.CGNT119,904 shares · 0.0% of their software$406KFlat
- CS Disco, Inc.LAW60,306 shares · 0.0% of their software$400KNew · Flat
- DLocal LimitedDLO24,143 shares · 0.0% of their software$392K−$7.1M
- Bandwidth Inc.BAND23,537 shares · 0.0% of their software$358K−$1.1M
- International Money Express, Inc.IMXI13,650 shares · 0.0% of their software$352KNew · Flat
- Euronet Worldwide, Inc.EEFT3,028 shares · 0.0% of their software$339K−$1.1M
- CourseraCOUR29,402 shares · 0.0% of their software$339K−$520K
- Blend Labs, Inc.BLND336,226 shares · 0.0% of their software$335KFlat
- PubMaticPUBM23,504 shares · 0.0% of their software$325KFlat
- Agilysys, Inc.AGYS3,750 shares · 0.0% of their software$309KNew · Flat
- Rimini Street, Inc.RMNI71,550 shares · 0.0% of their software$295KNew · Flat
- CCC Intelligent Solutions Holdings Inc.CCC30,778 shares · 0.0% of their software$276KFlat
- Repay Holdings CorporationRPAY41,752 shares · 0.0% of their software$274KFlat
- PowerFleet, Inc.AIOT75,402 shares · 0.0% of their software$259KFlat
- PAR Technology CorporationPAR7,316 shares · 0.0% of their software$248KNew · Flat
- EverCommerceEVCM21,635 shares · 0.0% of their software$229KFlat
- AvePointAVPT54,979 shares · 0.0% of their software$227KFlat
- Veritone, Inc.VERI38,152 shares · 0.0% of their software$222KFlat
- Commerce.com, Inc.CMRC23,360 shares · 0.0% of their software$209KFlat
- FlywireFLYW7,007 shares · 0.0% of their software$206KFlat
- Viant Technology Inc.DSP44,291 shares · 0.0% of their software$193KNew · Flat
- SmartRent, Inc.SMRT72,531 shares · 0.0% of their software$185KFlat
- Materialise NVMTLS18,358 shares · 0.0% of their software$152KFlat
- Ooma, Inc.OOMA11,946 shares · 0.0% of their software$149KFlat
- AmplitudeAMPL11,759 shares · 0.0% of their software$146K−$691K
- VTEXVTEX33,284 shares · 0.0% of their software$128KFlat
- Mitek Systems, Inc.MITK10,243 shares · 0.0% of their software$98KFlat
- DHI Group, Inc.DHX21,483 shares · 0.0% of their software$83KFlat
- eGain CorporationEGAN10,933 shares · 0.0% of their software$83KNew · Flat
- Rekor Systems, Inc.REKR61,166 shares · 0.0% of their software$76KFlat
- Grindr Inc.GRND10,003 shares · 0.0% of their software$62KNew · Flat
- Nerdy Inc.NRDY10,223 shares · 0.0% of their software$43KSplit