Generalist · Stamford, CT
Tudor Investment
Q2 2019 · compared with Q1 2019
Filed as Tudor Investment Corp Et Al
- Software
- $210M
- Weight of 13F
- 8.0%
- Names
- 58
- Net bought
- +$49.9M
Filed 14 August 2019 · SEC filing.
1,055 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
- MicrosoftMSFT255,926 shares · 16.3% of their software · price +$4.1M$34.3M+$4.0M
- SalesforceCRM96,628 shares · 7.0% of their software · price −$642K$14.7M+$12.5M
- ServiceNowNOW40,091 shares · 5.2% of their software · price +$1.1M$11.0M+$4.0M
- HubSpotHUBS57,150 shares · 4.6% of their software$9.7MFlat
- DropboxDBX339,408 shares · 4.0% of their software · price +$1.1M$8.5M+$1.2M
- PegasystemsPEGA94,822 shares · 3.2% of their software · price +$589K$6.8MNew · +$6.2M
- AdobeADBE22,625 shares · 3.2% of their software · price +$637K$6.7MNew · +$6.0M
- NetApp, Inc.NTAP99,475 shares · 2.9% of their software · price −$760K$6.1M+$6.5M
- OracleORCL104,298 shares · 2.8% of their software$5.9M+$2.8M
- AkamaiAKAM71,450 shares · 2.7% of their software · price +$602K$5.7M+$1.1M
- MongoDBMDB37,071 shares · 2.7% of their software$5.6MFlat
- F5, Inc.FFIV35,883 shares · 2.5% of their software$5.2M+$2.3M
- Check PointCHKP43,877 shares · 2.4% of their software$5.1MNew · +$5.6M
- Block, Inc.XYZ65,871 shares · 2.3% of their software$4.8M+$765K
- Bandwidth Inc.BAND53,853 shares · 1.9% of their software$4.0MFlat
- VeevaVEEV23,031 shares · 1.8% of their software · price +$812K$3.7M+$2.4M
- RingCentralRNG31,524 shares · 1.7% of their software$3.6M+$2.8M
- GoDaddyGDDY50,553 shares · 1.7% of their software$3.5M+$1.0M
- WorkdayWDAY17,074 shares · 1.7% of their software$3.5M+$2.3M
- ZoomZM39,111 shares · 1.7% of their software$3.5MNew · +$3.5M
- AutodeskADSK21,088 shares · 1.6% of their software$3.4M−$7.9M
- The Trade DeskTTD14,996 shares · 1.6% of their software$3.4M+$2.3M
- CommvaultCVLT67,308 shares · 1.6% of their software · price −$1.0M$3.3M+$2.6M
- Palo Alto NetworksPANW15,632 shares · 1.5% of their software · price −$612K$3.2M−$4.0M
- NetScout Systems, Inc.NTCT116,516 shares · 1.4% of their software$3.0M+$2.4M
- TwilioTWLO20,711 shares · 1.3% of their software$2.8MFlat
- Paychex, Inc.PAYX32,838 shares · 1.3% of their software$2.7MNew · +$2.6M
- ShopifySHOP8,643 shares · 1.2% of their software · price +$808K$2.6M+$625K
- WorkivaWK43,860 shares · 1.2% of their software$2.5MFlat
- Amdocs LimitedDOX40,634 shares · 1.2% of their software$2.5M+$1.4M
- YextYEXT125,045 shares · 1.2% of their software$2.5MNew · +$2.7M
- TenableTENB85,780 shares · 1.2% of their software$2.4M+$2.5M
- BoxBOX121,303 shares · 1.0% of their software$2.1M+$1.4M
- ZscalerZS26,907 shares · 1.0% of their software$2.1M+$866K
- ElasticESTC24,796 shares · 0.9% of their software$1.9M+$1.7M
- Mitek Systems, Inc.MITK174,100 shares · 0.8% of their software$1.7M−$8.4M
- PaylocityPCTY18,307 shares · 0.8% of their software$1.7MNew · +$1.6M
- CrowdStrikeCRWD23,274 shares · 0.8% of their software$1.6MNew · +$1.6M
- IntuitINTU5,442 shares · 0.7% of their software$1.4M+$1.1M
- DomoDOMO51,486 shares · 0.7% of their software$1.4M—
- ProgressPRGS27,881 shares · 0.6% of their software$1.2M+$875K
- OktaOKTA9,386 shares · 0.6% of their software$1.2M−$555K
- PagSeguro Digital Ltd.PAGS24,045 shares · 0.4% of their software$937KFlat
- Radware Ltd.RDWR33,460 shares · 0.4% of their software$827KFlat
- PagerDutyPD16,178 shares · 0.4% of their software$761KNew · +$761K
- SPS CommerceSPSC6,681 shares · 0.3% of their software$683K−$723K
- ePlus inc.PLUS8,581 shares · 0.3% of their software$592KNew · +$760K
- Lyft, Inc.LYFT7,906 shares · 0.2% of their software$520K−$7.2M
- Alarm.com Holdings, Inc.ALRM9,092 shares · 0.2% of their software$486KNew · +$590K
- TrimbleTRMB10,323 shares · 0.2% of their software$466KNew · Flat
- TeradataTDC11,953 shares · 0.2% of their software$429K−$789K
- BlackLineBL7,771 shares · 0.2% of their software$416K−$1.0M
- Donnelley Financial Solutions, Inc.DFIN28,880 shares · 0.2% of their software$385KFlat
- WixWIX2,222 shares · 0.2% of their software$316KFlat
- NutanixNTNX9,380 shares · 0.1% of their software$243KNew · Flat
- DHI Group, Inc.DHX60,620 shares · 0.1% of their software$216KFlat
- BlackBerry LimitedBB24,526 shares · 0.1% of their software$183KNew · Flat
- A10 Networks, Inc.ATEN25,472 shares · 0.1% of their software$174KFlat