Jim Simons Software—Application

Renaissance Technologies LLC

$70.6 Billion
Q3 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
EGAN Egain Corp	$360M	$5.26 Million 0.01% of portfolio	603,519	Q3 2025 Reduced 0.43%
EB Eventbrite, Inc.	$217M	$5.23 Million 0.01% of portfolio	2,076,096	Q3 2025 Added 19.87%
VTEX Vtex	$333M	$4.68 Million 0.01% of portfolio	1,069,600	Q3 2025 Added 16.32%
DSP Viant Technology Inc.	$148M	$4.03 Million 0.01% of portfolio	481,117	Q3 2025 Added 43.75%
QTWO Q2 Holdings, Inc.	$4.15B	$3.42 Million 0.0% of portfolio	47,300	Q3 2025 Reduced 38.81%
YALA Yalla Group LTD	$1.02B	$3.34 Million 0.0% of portfolio	444,200	Q3 2025 Reduced 0.31%
ONTF On24 Inc.	$266M	$3.3 Million 0.0% of portfolio	576,534	Q3 2025 Added 0.79%
DOMO Domo, Inc.	$383M	$3.3 Million 0.0% of portfolio	208,080	Q3 2025 Reduced 42.97%
FSLY Fastly, Inc.	$1.37B	$3.16 Million 0.0% of portfolio	369,241	Q3 2025 Added 210.96%

MITK Mitek Systems Inc	$401M	$3.04 Million 0.0% of portfolio	311,238	Q3 2025 Added 19.43%
MAPS Wm Technology, Inc.	$81M	$2.71 Million 0.0% of portfolio	2,237,794	Q3 2025 Added 2.14%
PRGS Progress Software Corp	$1.81B	$2.5 Million 0.0% of portfolio	56,965	Q3 2025 Reduced 83.28%
PDFS Pdf Solutions Inc	$936M	$2.33 Million 0.0% of portfolio	90,100	Q3 2025 Added 30.01%
NTWK Netsol Technologies Inc	$33.4M	$2.28 Million 0.0% of portfolio	477,701	Q3 2025 Added 4.9%
SMRT Smart Rent, Inc.	$285M	$2.17 Million 0.0% of portfolio	1,538,012	Q3 2025 Reduced 23.23%
PRO Pros Holdings, Inc.	$1.05B	$2.06 Million 0.0% of portfolio	89,839	Q3 2025 Added 109.41%
IDN Intellicheck, Inc.	$111M	$2.03 Million 0.0% of portfolio	392,800	Q3 2025 Reduced 11.81%
PCYG Park City Group Inc	$186M	$1.97 Million 0.0% of portfolio	196,163	Q3 2025 Added 14.34%

RDVT Red Violet, Inc.	$789M	$1.97 Million 0.0% of portfolio	37,940	Q3 2025 Reduced 43.83%
SRAD Sportradar Group Ag	$4.61B	$1.93 Million 0.0% of portfolio	71,700	Q3 2025 Reduced 85.55%
AMPL Amplitude, Inc.	$711M	$1.88 Million 0.0% of portfolio	175,115	Q3 2025 Reduced 29.19%
MTLS Materialise Nv	$355M	$1.75 Million 0.0% of portfolio	313,800	Q3 2025 Reduced 0.16%
SSTI Shotspotter, Inc	$83.3M	$1.68 Million 0.0% of portfolio	138,932	Q3 2025 Reduced 10.96%
SPT Sprout Social, Inc.	$471M	$1.66 Million 0.0% of portfolio	128,562	Q3 2025 Added 14.93%
RMNI Rimini Street, Inc.	$337M	$1.63 Million 0.0% of portfolio	349,004	Q3 2025 Added 2.6%
AWRE Aware Inc	$52.6M	$1.57 Million 0.0% of portfolio	660,007	Q3 2025 Reduced 2.81%
API Agora, Inc.	$394M	$1.5 Million 0.0% of portfolio	393,000	Q3 2025 Reduced 1.53%
CWAN Clearwater Analytics Holdings, Inc.	$1.11B	$1.47 Million 0.0% of portfolio	81,499	Q3 2025 Added 447.01%
KARO Karooooo Ltd.	$1.39B	$1.45 Million 0.0% of portfolio	25,387	Q3 2025 Added 11.41%
PRCH Porch Group, Inc.	$1.03B	$1.33 Million 0.0% of portfolio	78,909	Q3 2025 Reduced 92.41%
DUOT Duos Technologies Group, Inc.	$62M	$1.32 Million 0.0% of portfolio	179,513	Q3 2025 New
EXFY Expensify, Inc.	$104M	$1.3 Million 0.0% of portfolio	703,850	Q3 2025 Reduced 37.06%
SEMR Se Mrush Holdings, Inc.	$292M	$1.29 Million 0.0% of portfolio	182,700	Q3 2025 Reduced 59.61%
ALRM Alarm.Com Holdings, Inc.	$2.5B	$1.28 Million 0.0% of portfolio	24,100	Q3 2025 Reduced 3.98%
JAMF Jamf Holding Corp.	$1.55B	$1.17 Million 0.0% of portfolio	109,100	Q3 2025 Reduced 41.15%
RSSS Research Solutions, Inc.	$88.3M	$767,000 0.0% of portfolio	206,444	Q3 2025 Reduced 0.67%
IMMR Immersion Corp	$213M	$751,000 0.0% of portfolio	103,513	Q3 2025 New
NRDY Nerdy Inc.	$80.2M	$648,000 0.0% of portfolio	515,023	Q3 2025 Reduced 36.78%
UPLD Upland Software, Inc.	$58.2M	$610,000 0.0% of portfolio	257,709	Q3 2025 Reduced 16.41%
CXM Sprinklr, Inc.	$825M	$550,000 0.0% of portfolio	71,300	Q3 2025 Reduced 49.32%
LPSN Liveperson Inc	$382M	$459,000 0.0% of portfolio	792,200	Q3 2025 Added 3.76%
ISDR Issuer Direct Corp	$34.9M	$308,000 0.0% of portfolio	31,938	Q2 2025 Reduced 0.31%
LAW Cs Disco, Inc.	$403M	$282,000 0.0% of portfolio	43,800	Q3 2025 Added 188.16%
SURG Surge Pays, Inc.	$24.8M	$137,000 0.0% of portfolio	49,300	Q3 2025 Added 9.07%
HKD Amtd Digital Inc.	$285M	$65,000 0.0% of portfolio	36,600	Q3 2025 Added 90.63%
PALT Paltalk, Inc.	$17.3M	$65,000 0.0% of portfolio	36,700	Q3 2025 Added 7.62%
BLND Blend Labs, Inc.	$667M	$39,000 0.0% of portfolio	10,900	Q3 2025 Reduced 99.07%

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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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