Jim Simons Software—Application

Renaissance Technologies LLC

$62.3 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
DOCU Docusign, Inc.	$15.5B	$313 Million 0.5% of portfolio	3,842,888	Q1 2025 Reduced 11.93%
MNDY Monday.Com Ltd.	$13.5B	$288 Million 0.46% of portfolio	1,182,390	Q1 2025 Added 6.26%
ZM Zoom Video Communications, Inc.	$19.9B	$268 Million 0.43% of portfolio	3,631,848	Q1 2025 Reduced 15.63%
CVLT Commvault Systems Inc	$8.56B	$267 Million 0.43% of portfolio	1,692,085	Q1 2025 Reduced 11.37%
APP App Lovin Corp	$112B	$233 Million 0.37% of portfolio	879,200	Q1 2025 Added 68.3%
NOW Service Now, Inc.	$204B	$217 Million 0.35% of portfolio	272,301	Q1 2025 New
COIN Coinbase Global, Inc.	$36.1B	$168 Million 0.27% of portfolio	978,300	Q1 2025 New
DUOL Duolingo, Inc.	$15.2B	$160 Million 0.26% of portfolio	515,700	Q1 2025 Added 15.86%
CRM Salesforce, Inc.	$268B	$160 Million 0.26% of portfolio	595,722	Q1 2025 Added 78.66%
DDOG Datadog, Inc.	$34.9B	$115 Million 0.18% of portfolio	1,160,352	Q1 2025 Added 11.27%
MANH Manhattan Associates Inc	$12.1B	$104 Million 0.17% of portfolio	603,760	Q1 2025 Added 7.9%
FICO Fair Isaac Corp	$45.1B	$96.9 Million 0.16% of portfolio	52,550	Q1 2025 Added 53.56%
LYFT Lyft, Inc.	$5.38B	$96.4 Million 0.15% of portfolio	8,119,327	Q1 2025 Reduced 5.84%
YOU Clear Secure, Inc.	$2.17B	$73.2 Million 0.12% of portfolio	2,824,159	Q1 2025 Reduced 23.63%
TTD Trade Desk, Inc.	$32.1B	$70.3 Million 0.11% of portfolio	1,284,900	Q1 2025 Added 78.63%
APPF Appfolio Inc	$4.4B	$60.9 Million 0.1% of portfolio	276,900	Q1 2025 Added 10.8%
UBER Uber Technologies, Inc	$171B	$55.2 Million 0.09% of portfolio	757,700	Q1 2025 Added 3,424.19%
ZETA Zeta Global Holdings Corp.	$2.34B	$47.4 Million 0.08% of portfolio	3,497,310	Q1 2025 Reduced 25.9%
SHOP Shopify Inc.	$128B	$47.1 Million 0.08% of portfolio	493,400	Q1 2025 Reduced 68.55%
FROG J Frog LTD	$4.21B	$42.5 Million 0.07% of portfolio	1,327,400	Q1 2025 Added 3.5%
FRSH Freshworks Inc.	$2.31B	$40.2 Million 0.06% of portfolio	2,845,798	Q1 2025 Reduced 17.02%
DSGX Descartes Systems Group Inc	$8.52B	$39.7 Million 0.06% of portfolio	393,600	Q1 2025 Added 11.25%
DT Dynatrace, Inc.	$15.6B	$39.3 Million 0.06% of portfolio	832,958	Q1 2025 Reduced 28.63%
COMP Compass, Inc.	$2.54B	$37.2 Million 0.06% of portfolio	4,266,300	Q1 2025 Added 19.04%
RNG Ring Central, Inc.	$2.34B	$36.9 Million 0.06% of portfolio	1,491,700	Q1 2025 Reduced 16.91%
CWAN Clearwater Analytics Holdings, Inc.	$1.4B	$36.4 Million 0.06% of portfolio	1,359,100	Q1 2025 Reduced 9.87%
WK Workiva Inc	$3.37B	$35 Million 0.06% of portfolio	461,011	Q1 2025 Added 11.22%
VMEO Vimeo, Inc.	$708M	$34.3 Million 0.05% of portfolio	6,511,900	Q1 2025 Reduced 1.19%
PRGS Progress Software Corp	$2.76B	$27.8 Million 0.04% of portfolio	539,029	Q1 2025 Reduced 41.45%
PD Pager Duty, Inc.	$1.43B	$23 Million 0.04% of portfolio	1,256,838	Q1 2025 Added 5.65%
BILL Bill.Com Holdings, Inc.	$4.79B	$21.9 Million 0.04% of portfolio	476,186	Q1 2025 Reduced 57.31%
SPNS Sapiens International Corp N V	$1.63B	$18.5 Million 0.03% of portfolio	681,603	Q1 2025 Added 4.28%
GWRE Guidewire Software, Inc.	$21.6B	$15.2 Million 0.02% of portfolio	81,300	Q1 2025 Reduced 69.29%
SRAD Sportradar Group Ag	$4.98B	$12.6 Million 0.02% of portfolio	580,700	Q1 2025 Added 51.89%
PRCH Porch Group, Inc.	$1.03B	$12.2 Million 0.02% of portfolio	1,668,501	Q1 2025 Reduced 12.65%
KC Kingsoft Cloud Holdings LTD	$3.02B	$11.9 Million 0.02% of portfolio	827,434	Q1 2025 Reduced 4.67%
TYL Tyler Technologies Inc	$24.4B	$11.9 Million 0.02% of portfolio	20,400	Q1 2025 New
OLO Olo Inc.	$895M	$11.9 Million 0.02% of portfolio	1,962,200	Q1 2025 Added 18.15%
BSY Bentley Systems Inc	$13.3B	$11.3 Million 0.02% of portfolio	287,500	Q1 2025 Added 4.62%
ADEA Adeia Inc.	$1.34B	$10.9 Million 0.02% of portfolio	821,880	Q1 2025 Reduced 2.16%
ALKT Alkami Technology, Inc.	$2.77B	$10.6 Million 0.02% of portfolio	403,000	Q1 2025 Added 303.4%
PAR Par Technology Corp	$1.78B	$10.5 Million 0.02% of portfolio	171,100	Q1 2025 Reduced 5.31%
WEAV Weave Communications, Inc.	$645M	$10.1 Million 0.02% of portfolio	907,500	Q1 2025 Reduced 1.84%
PUBM Pub Matic, Inc.	$510M	$10 Million 0.02% of portfolio	1,096,500	Q1 2025 Added 3.1%
ASAN Asana, Inc.	$1.84B	$8.14 Million 0.01% of portfolio	558,600	Q1 2025 Reduced 9.52%
INTA Intapp, Inc.	$3.56B	$7.6 Million 0.01% of portfolio	130,100	Q1 2025 Reduced 42.07%
QTWO Q2 Holdings, Inc.	$5.21B	$6.94 Million 0.01% of portfolio	86,700	Q1 2025 Added 84.08%
MLNK Meridian Link, Inc.	$1.42B	$6.48 Million 0.01% of portfolio	349,800	Q1 2025 Added 48.54%
OPFI Opp Fi Inc.	$1.44B	$6.27 Million 0.01% of portfolio	674,715	Q1 2025 Reduced 18.33%
MSTR Microstrategy Inc	$3.66B	$6 Million 0.01% of portfolio	20,800	Q1 2025 Reduced 39.54%

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Jim Simons

Jim Simons is the founder and chairman of Renaissance Technologies, a successful investment firm that uses quantitative approaches to investing. Simons is known for his expertise in mathematical modeling and has a reputation for being a skilled and successful investor. He has generated strong returns for his clients over the long term.

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