Generalist · Stamford, CT
Tudor Investment
Q1 2017 · compared with Q4 2016
Filed as Tudor Investment Corp Et Al
- Software
- $45.4M
- Weight of 13F
- 1.8%
- Names
- 39
- Net bought
- +$10.3M
Filed 15 May 2017 · SEC filing.
1,340 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
- PaylocityPCTY314,709 shares · 26.7% of their software · price +$2.7M$12.2M+$9.1M
- SalesforceCRM34,674 shares · 6.3% of their software$2.9M+$1.2M
- Palo Alto NetworksPANW24,759 shares · 6.1% of their software$2.8MNew · +$3.1M
- SS&CSSNC69,019 shares · 5.4% of their software$2.4MFlat
- VeriSign, Inc.VRSN26,282 shares · 5.0% of their software$2.3M+$532K
- ServiceNowNOW25,255 shares · 4.9% of their software$2.2M+$1.7M
- InterDigital, Inc.IDCC18,245 shares · 3.5% of their software$1.6M+$1.3M
- ProgressPRGS51,243 shares · 3.3% of their software$1.5M+$999K
- AkamaiAKAM24,750 shares · 3.3% of their software$1.5MNew · +$1.7M
- Sabre CorporationSABR67,201 shares · 3.1% of their software$1.4MNew · +$1.7M
- IntuitINTU11,286 shares · 2.9% of their software$1.3MNew · +$1.3M
- Paychex, Inc.PAYX20,284 shares · 2.6% of their software$1.2M+$587K
- Rapid7RPD59,915 shares · 2.0% of their software$898KFlat
- Manhattan AssociatesMANH15,359 shares · 1.8% of their software$799KFlat
- FortinetFTNT20,063 shares · 1.7% of their software$769KFlat
- SynopsysSNPS10,235 shares · 1.6% of their software$738K−$1.4M
- CommvaultCVLT14,003 shares · 1.6% of their software$711K+$517K
- FactSetFDS3,699 shares · 1.3% of their software$610KNew · +$605K
- EVERTEC, Inc.EVTC34,843 shares · 1.2% of their software$554KFlat
- 8x8EGHT35,278 shares · 1.2% of their software$538K—
- PTCPTC9,956 shares · 1.2% of their software$523KFlat
- GoDaddyGDDY13,767 shares · 1.1% of their software$522KFlat
- NetApp, Inc.NTAP12,189 shares · 1.1% of their software$510KFlat
- WixWIX7,190 shares · 1.1% of their software$488KFlat
- Fiserv, Inc.FISV3,838 shares · 1.0% of their software$443KFlat
- Lesaka Technologies, Inc.LSAK35,658 shares · 1.0% of their software$436KFlat
- A10 Networks, Inc.ATEN45,900 shares · 0.9% of their software$420KFlat
- TeradataTDC11,967 shares · 0.8% of their software$372K−$567K
- VeriskVRSK4,446 shares · 0.8% of their software$361KNew · Flat
- VaronisVRNS10,268 shares · 0.7% of their software$327K−$574K
- Euronet Worldwide, Inc.EEFT3,700 shares · 0.7% of their software$316K−$963K
- DHI Group, Inc.DHX75,576 shares · 0.7% of their software$299KFlat
- Amdocs LimitedDOX4,900 shares · 0.7% of their software$299KFlat
- F5, Inc.FFIV1,700 shares · 0.5% of their software$242K−$925K
- NetScout Systems, Inc.NTCT5,784 shares · 0.5% of their software$220KNew · Flat
- Immersion CorporationIMMR25,149 shares · 0.5% of their software$218KFlat
- WorkdayWDAY2,600 shares · 0.5% of their software$217KNew · Flat
- Upbound Group, Inc.UPBD23,400 shares · 0.5% of their software$208KFlat
- Mitek Systems, Inc.MITK28,900 shares · 0.4% of their software$192KNew · Flat