Position in SMWB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,375,152
+$2,444,606 QoQ
Shares Held
713,728
-3.5% QoQ
Ownership
0.809%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#10
of 69 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SMWB Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026RENAISSANCE TECHNOLOGIES LLC holds $2,712,851,381 across 120 Software - Application names. SMWB ranks #58 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
|
2,553,692 | $221,992,445 | |
| 2 | ZM |
Zoom Communications, Inc.
|
2,380,704 | $205,478,562 | |
| 3 | INTU |
Intuit Inc.
|
765,048 | $199,677,528 | |
| 4 | YOU |
Clear Secure, Inc.
|
3,276,617 | $182,605,865 | |
| 5 | DAVE |
Dave Inc./DE
|
367,378 | $136,881,369 | |
| 6 | DOCU |
Docusign, Inc.
|
3,075,061 | $136,594,209 | |
| 7 | FROG |
JFrog Ltd
|
1,445,248 | $131,344,138 | |
| 8 | CVLT |
Commvault Systems Inc
|
848,898 | $120,314,313 |
All Filings in SMWB
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,375,152 | 713,728 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,930,546 | 739,673 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,707,432 | 361,473 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,384,948 | 363,973 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,787,692 | 355,573 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,301,317 | 278,273 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,396,970 | 380,873 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,873,000 | 325,000 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $859,362 | 110,600 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $954,009 | 106,001 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $671,580 | 126,000 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $232,632 | 35,900 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $233,536 | 35,600 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $207,532 | 30,700 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $144,032 | 22,400 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $93,760 | 16,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $103,125 | 12,500 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||