Jim Simons Software—Application

Renaissance Technologies LLC

$70.6 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
APP App Lovin Corp	$177B	$483 Million 0.68% of portfolio	1,380,832	Q2 2025 Added 57.06%
MNDY Monday.Com Ltd.	$7.74B	$343 Million 0.49% of portfolio	1,090,790	Q2 2025 Reduced 7.75%
DUOL Duolingo, Inc.	$10.1B	$342 Million 0.48% of portfolio	833,800	Q2 2025 Added 61.68%
COIN Coinbase Global, Inc.	$46.8B	$307 Million 0.44% of portfolio	877,300	Q2 2025 Reduced 10.32%
CVLT Commvault Systems Inc	$7.65B	$283 Million 0.4% of portfolio	1,621,685	Q2 2025 Reduced 4.16%
ZM Zoom Video Communications, Inc.	$20B	$281 Million 0.4% of portfolio	3,600,148	Q2 2025 Reduced 0.87%
DOCU Docusign, Inc.	$13.5B	$269 Million 0.38% of portfolio	3,449,788	Q2 2025 Reduced 10.23%
UBER Uber Technologies, Inc	$183B	$187 Million 0.26% of portfolio	2,004,600	Q2 2025 Added 164.56%
LYFT Lyft, Inc.	$6.84B	$166 Million 0.24% of portfolio	10,542,027	Q2 2025 Added 29.84%
SNOW Snowflake Inc.	$76.8B	$160 Million 0.23% of portfolio	717,000	Q2 2025 New
MANH Manhattan Associates Inc	$12B	$126 Million 0.18% of portfolio	637,360	Q2 2025 Added 5.57%
MSTR Microstrategy Inc	$2.65B	$107 Million 0.15% of portfolio	264,599	Q2 2025 Added 1,172.11%
YOU Clear Secure, Inc.	$2.55B	$89.4 Million 0.13% of portfolio	3,219,359	Q2 2025 Added 13.99%
FROG J Frog LTD	$4.64B	$71.2 Million 0.1% of portfolio	1,621,900	Q2 2025 Added 22.19%
APPF Appfolio Inc	$4.51B	$52.8 Million 0.07% of portfolio	229,100	Q2 2025 Reduced 17.26%
DDOG Datadog, Inc.	$44B	$50.5 Million 0.07% of portfolio	376,252	Q2 2025 Reduced 67.57%
FRSH Freshworks Inc.	$1.58B	$49.8 Million 0.07% of portfolio	3,337,200	Q2 2025 Added 17.27%
ADSK Autodesk, Inc.	$53.1B	$43.4 Million 0.06% of portfolio	176,468	Q2 2025 New
RNG Ring Central, Inc.	$2.29B	$41.8 Million 0.06% of portfolio	1,474,900	Q2 2025 Reduced 1.13%
DSGX Descartes Systems Group Inc	$8.07B	$39.6 Million 0.06% of portfolio	390,000	Q2 2025 Reduced 0.91%
DT Dynatrace, Inc.	$13.6B	$37.2 Million 0.05% of portfolio	673,958	Q2 2025 Reduced 19.09%
RIOT Riot Blockchain, Inc.	$3.7B	$36.2 Million 0.05% of portfolio	3,201,149	Q2 2025 New
ZETA Zeta Global Holdings Corp.	$3.12B	$35.5 Million 0.05% of portfolio	2,290,410	Q2 2025 Reduced 34.51%
FICO Fair Isaac Corp	$40.9B	$33.1 Million 0.05% of portfolio	18,100	Q2 2025 Reduced 65.56%
WK Workiva Inc	$4.23B	$29.1 Million 0.04% of portfolio	424,811	Q2 2025 Reduced 7.85%
COMP Compass, Inc.	$3.01B	$27.6 Million 0.04% of portfolio	4,402,295	Q2 2025 Added 3.19%
VMEO Vimeo, Inc.	$1.21B	$26.2 Million 0.04% of portfolio	6,494,700	Q2 2025 Reduced 0.26%
WDAY Workday, Inc.	$45.7B	$25.3 Million 0.04% of portfolio	105,436	Q2 2025 New
HUBS Hubspot Inc	$20.8B	$22.8 Million 0.03% of portfolio	41,000	Q2 2025 Added 3,627.27%
PRGS Progress Software Corp	$1.93B	$21.7 Million 0.03% of portfolio	340,629	Q2 2025 Reduced 36.81%
BSY Bentley Systems Inc	$13.9B	$21.6 Million 0.03% of portfolio	399,800	Q2 2025 Added 39.06%
PD Pager Duty, Inc.	$1.4B	$21 Million 0.03% of portfolio	1,373,738	Q2 2025 Added 9.3%
TYL Tyler Technologies Inc	$20.7B	$20.6 Million 0.03% of portfolio	34,684	Q2 2025 Added 70.02%
SPNS Sapiens International Corp N V	$2.37B	$18.3 Million 0.03% of portfolio	626,603	Q2 2025 Reduced 8.07%
PUBM Pub Matic, Inc.	$343M	$15.2 Million 0.02% of portfolio	1,219,900	Q2 2025 Added 11.25%
SRAD Sportradar Group Ag	$5.56B	$13.9 Million 0.02% of portfolio	496,200	Q2 2025 Reduced 14.55%
OLO Olo Inc.	$1.05B	$13.1 Million 0.02% of portfolio	1,470,660	Q2 2025 Reduced 25.05%
CALX Calix, Inc	$3.95B	$12.6 Million 0.02% of portfolio	237,618	Q2 2025 Added 125.62%
PRCH Porch Group, Inc.	$1.56B	$12.3 Million 0.02% of portfolio	1,040,220	Q2 2025 Reduced 37.66%
INTA Intapp, Inc.	$2.3B	$11.7 Million 0.02% of portfolio	225,900	Q2 2025 Added 73.64%
ADEA Adeia Inc.	$1.79B	$11.1 Million 0.02% of portfolio	785,643	Q2 2025 Reduced 4.41%
CRM Salesforce, Inc.	$246B	$10.9 Million 0.02% of portfolio	40,084	Q2 2025 Reduced 93.27%
OPFI Opp Fi Inc.	$1.04B	$9.77 Million 0.01% of portfolio	698,615	Q2 2025 Added 3.54%
WEAV Weave Communications, Inc.	$426M	$8.31 Million 0.01% of portfolio	998,400	Q2 2025 Added 10.02%
BRZE Braze, Inc.	$1.37B	$8.29 Million 0.01% of portfolio	295,000	Q2 2025 Added 219.1%
PCTY Paylocity Holding Corp	$8.27B	$8.22 Million 0.01% of portfolio	45,384	Q2 2025 New
TTD Trade Desk, Inc.	$22.2B	$7.6 Million 0.01% of portfolio	105,554	Q2 2025 Reduced 91.79%
BMBL Bumble Inc.	$639M	$7.57 Million 0.01% of portfolio	1,148,600	Q2 2025 Added 199.04%
QTWO Q2 Holdings, Inc.	$3.4B	$7.23 Million 0.01% of portfolio	77,300	Q2 2025 Reduced 10.84%
RSKD Riskified Ltd.	$432M	$6.57 Million 0.01% of portfolio	1,317,100	Q2 2025 Added 5.1%

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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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