Generalist · Stamford, CT
Tudor Investment
Q3 2016 · compared with Q2 2016
Filed as Tudor Investment Corp Et Al
- Software
- $64.8M
- Weight of 13F
- 2.3%
- Names
- 45
- Net bought
- −$9.0M
Filed 14 November 2016 · SEC filing.
1,384 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 202697 names · $1.1B in calls, not in the total$2.2B+$891M
- Q1 2026111 names · $865M in calls, not in the total$1.2B+$96.5M
- Q4 2025101 names · $1.3B in calls, not in the total$1.5B+$892M
- Q3 202587 names · $2.1B in calls, not in the total$1.1B+$183M
- Q2 2025105 names · $1.6B in calls, not in the total$949M−$27.0M
- Q1 2025107 names · $396M in calls, not in the total$834M+$344M
- Q4 202491 names · $319M in calls, not in the total$614M−$75.2M
- Q3 202488 names · $180M in calls, not in the total$610M+$42.1M
- Q2 202495 names · $176M in calls, not in the total$736M+$219M
- Q1 202491 names · $197M in calls, not in the total$559M−$38.1M
- Q4 202395 names · $187M in calls, not in the total$594M−$70.3M
- Q3 2023109 names · $110M in calls, not in the total$575M−$39.9M
- Q2 2023110 names · $117M in calls, not in the total$636M+$57.0M
- Q1 2023114 names · $24.2M in calls, not in the total$519M+$117M
- Q4 2022114 names · $24.5M in calls, not in the total$323M+$45.5M
- Q3 2022106 names · $12.6M in calls, not in the total$309M+$61.4M
- Q2 2022105 names · $8.8M in calls, not in the total$296M+$70.2M
- Q1 2022113 names · $11.0M in calls, not in the total$402M−$11.6M
- Q4 2021119 names · $20.1M in calls, not in the total$524M+$55.6M
- Q3 202199 names · $71.4M in calls, not in the total$528M+$82.6M
- Q2 202195 names · $11.6M in calls, not in the total$434M+$66.8M
- Q1 202190 names$358M+$109M
- Q4 202082 names$333M+$91.9M
- Q3 202080 names$203M+$50.0M
- Q2 202064 names$140M+$26.6M
- Q1 202062 names$74.7M−$80.8M
- Q4 201975 names$164M−$67.3M
- Q3 201963 names$227M+$30.6M
- Q2 201958 names$210M+$49.9M
- Q1 201953 names$152M+$61.2M
- Q4 201845 names$63.0M−$63.2M
- Q3 201844 names$138M+$36.4M
- Q2 201841 names$82.0M+$24.4M
- Q1 201844 names$50.6M+$12.6M
- Q4 201736 names$35.6M−$3.9M
- Q3 201736 names$38.3M−$23.0M
- Q2 201735 names$60.5M+$11.6M
- Q1 201739 names$45.4M+$10.3M
- Q4 201640 names$30.9M−$32.6M
- Q3 201645 names$64.8M−$9.0M
- Q2 201641 names · $2.0M in calls, not in the total$67.5M—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- WEX Inc.WEX155,000 shares · 25.8% of their software · price +$3.0M$16.8MNew · +$13.7M
- MicrosoftMSFT116,799 shares · 10.4% of their software · price +$751K$6.7M+$5.0M
- OracleORCL139,743 shares · 8.5% of their software$5.5MFlat
- NutanixNTNX100,000 shares · 5.7% of their software$3.7MNew · +$3.7M
- VeriSign, Inc.VRSN40,304 shares · 4.9% of their software$3.2M+$707K
- SynopsysSNPS50,046 shares · 4.6% of their software$3.0M+$2.1M
- F5, Inc.FFIV18,384 shares · 3.5% of their software$2.3MFlat
- AkamaiAKAM37,695 shares · 3.1% of their software$2.0MFlat
- NetApp, Inc.NTAP43,303 shares · 2.4% of their software$1.6MFlat
- Rapid7RPD83,618 shares · 2.3% of their software$1.5M+$519K
- PaylocityPCTY32,780 shares · 2.2% of their software$1.5M+$703K
- Fair IsaacFICO10,613 shares · 2.0% of their software$1.3M−$25.2M
- VeevaVEEV29,508 shares · 1.9% of their software$1.2M+$594K
- AutodeskADSK14,042 shares · 1.6% of their software$1.0MNew · +$760K
- Manhattan AssociatesMANH17,617 shares · 1.6% of their software$1.0M+$828K
- PaycomPAYC19,160 shares · 1.5% of their software$960KFlat
- RingCentralRNG36,248 shares · 1.3% of their software$858KFlat
- SS&CSSNC23,303 shares · 1.2% of their software$749KFlat
- ProgressPRGS23,293 shares · 1.0% of their software$634KFlat
- DHI Group, Inc.DHX75,781 shares · 0.9% of their software$598KFlat
- AdobeADBE5,400 shares · 0.9% of their software$586KFlat
- HubSpotHUBS9,684 shares · 0.9% of their software$558KNew · Flat
- Alarm.com Holdings, Inc.ALRM18,800 shares · 0.8% of their software$543KFlat
- PegasystemsPEGA16,647 shares · 0.8% of their software$491KFlat
- VaronisVRNS16,233 shares · 0.8% of their software$489KFlat
- MorningstarMORN5,928 shares · 0.7% of their software$470KFlat
- CommvaultCVLT8,811 shares · 0.7% of their software$468KFlat
- SalesforceCRM6,242 shares · 0.7% of their software$445KNew · Flat
- BroadridgeBR6,108 shares · 0.6% of their software$414KFlat
- InterDigital, Inc.IDCC4,600 shares · 0.6% of their software$364KNew · Flat
- Paychex, Inc.PAYX6,000 shares · 0.5% of their software$347KNew · Flat
- GuidewireGWRE5,490 shares · 0.5% of their software$329KFlat
- Amdocs LimitedDOX5,300 shares · 0.5% of their software$307KNew · Flat
- Lesaka Technologies, Inc.LSAK35,387 shares · 0.5% of their software$303KFlat
- Upbound Group, Inc.UPBD23,883 shares · 0.5% of their software$302KFlat
- The Trade DeskTTD10,000 shares · 0.5% of their software$292KNew · Flat
- A10 Networks, Inc.ATEN26,018 shares · 0.4% of their software$278KNew · Flat
- FactSetFDS1,700 shares · 0.4% of their software$276KNew · Flat
- EVERTEC, Inc.EVTC15,622 shares · 0.4% of their software$262KNew · Flat
- Fiserv, Inc.FISV2,400 shares · 0.4% of their software$239KNew · Flat
- PTCPTC5,374 shares · 0.4% of their software$238K−$717K
- PDF Solutions, Inc.PDFS12,653 shares · 0.4% of their software$230KFlat
- 8x8EGHT14,630 shares · 0.3% of their software$226KNew
- Strategy IncMSTR1,338 shares · 0.3% of their software$224K−$869K
- GoDaddyGDDY6,020 shares · 0.3% of their software$208KFlat