Jim Simons Software—Application

Renaissance Technologies LLC

$70.6 Billion
Q3 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
APP App Lovin Corp	$163B	$720 Million 1.02% of portfolio	1,001,432	Q3 2025 Reduced 27.48%
ZM Zoom Video Communications, Inc.	$21.1B	$330 Million 0.47% of portfolio	4,005,148	Q3 2025 Added 11.25%
CVLT Commvault Systems Inc	$5.71B	$270 Million 0.38% of portfolio	1,428,785	Q3 2025 Reduced 11.9%
DOCU Docusign, Inc.	$13.6B	$241 Million 0.34% of portfolio	3,342,589	Q3 2025 Reduced 3.11%
MNDY Monday.Com Ltd.	$7.02B	$204 Million 0.29% of portfolio	1,054,290	Q3 2025 Reduced 3.35%
LYFT Lyft, Inc.	$7.96B	$188 Million 0.27% of portfolio	8,552,294	Q3 2025 Reduced 18.87%
INTU Intuit Inc	$182B	$176 Million 0.25% of portfolio	257,148	Q3 2025 New
DUOL Duolingo, Inc.	$5.67B	$174 Million 0.25% of portfolio	541,500	Q3 2025 Reduced 35.06%
SNOW Snowflake Inc.	$82.2B	$131 Million 0.19% of portfolio	579,448	Q3 2025 Reduced 19.18%

YOU Clear Secure, Inc.	$3.03B	$127 Million 0.18% of portfolio	3,813,059	Q3 2025 Added 18.44%
CRM Salesforce, Inc.	$237B	$119 Million 0.17% of portfolio	500,895	Q3 2025 Added 1,149.61%
MANH Manhattan Associates Inc	$11.1B	$111 Million 0.16% of portfolio	542,460	Q3 2025 Reduced 14.89%
DDOG Datadog, Inc.	$53.8B	$101 Million 0.14% of portfolio	711,052	Q3 2025 Added 88.98%
FROG J Frog LTD	$5.87B	$86 Million 0.12% of portfolio	1,817,300	Q3 2025 Added 12.05%
MSTR Microstrategy Inc	$1.87B	$72.7 Million 0.1% of portfolio	225,730	Q3 2025 Reduced 14.69%
TTD Trade Desk, Inc.	$18.6B	$55.3 Million 0.08% of portfolio	1,127,600	Q3 2025 Added 968.27%
RIOT Riot Blockchain, Inc.	$2.33B	$53.3 Million 0.08% of portfolio	2,799,749	Q3 2025 Reduced 12.54%
ADSK Autodesk, Inc.	$53.1B	$51.8 Million 0.07% of portfolio	210,568	Q3 2025 Added 19.32%

VMEO Vimeo, Inc.	$1.23B	$49.2 Million 0.07% of portfolio	6,342,800	Q3 2025 Reduced 2.34%
DSGX Descartes Systems Group Inc	$7.07B	$46.3 Million 0.07% of portfolio	491,844	Q3 2025 Added 26.11%
APPF Appfolio Inc	$5B	$45.3 Million 0.06% of portfolio	164,502	Q3 2025 Reduced 28.2%
TYL Tyler Technologies Inc	$19.5B	$45.3 Million 0.06% of portfolio	86,600	Q3 2025 Added 149.68%
RNG Ring Central, Inc.	$2.33B	$43.9 Million 0.06% of portfolio	1,547,600	Q3 2025 Added 4.93%
UBER Uber Technologies, Inc	$181B	$42.5 Million 0.06% of portfolio	433,500	Q3 2025 Reduced 78.37%
HUBS Hubspot Inc	$19B	$38.8 Million 0.05% of portfolio	82,900	Q3 2025 Added 102.2%
COIN Coinbase Global, Inc.	$40.3B	$38.3 Million 0.05% of portfolio	113,400	Q3 2025 Reduced 87.07%
FRSH Freshworks Inc.	$1.71B	$36 Million 0.05% of portfolio	3,059,700	Q3 2025 Reduced 8.32%
WK Workiva Inc	$4.41B	$35.3 Million 0.05% of portfolio	410,511	Q3 2025 Reduced 3.37%
GWRE Guidewire Software, Inc.	$18.7B	$32.9 Million 0.05% of portfolio	143,100	Q3 2025 New
COMP Compass, Inc.	$3.88B	$30.7 Million 0.04% of portfolio	3,828,200	Q3 2025 Reduced 13.04%
BSY Bentley Systems Inc	$11.9B	$26.2 Million 0.04% of portfolio	508,000	Q3 2025 Added 27.06%
PD Pager Duty, Inc.	$1.38B	$25.9 Million 0.04% of portfolio	1,566,238	Q3 2025 Added 14.01%
DT Dynatrace, Inc.	$13.5B	$24.8 Million 0.04% of portfolio	511,658	Q3 2025 Reduced 24.08%
SPNS Sapiens International Corp N V	$2.38B	$24 Million 0.03% of portfolio	559,003	Q3 2025 Reduced 10.79%
ZETA Zeta Global Holdings Corp.	$3.16B	$16.5 Million 0.02% of portfolio	829,298	Q3 2025 Reduced 63.79%
CALX Calix, Inc	$3.84B	$16 Million 0.02% of portfolio	260,818	Q3 2025 Added 9.76%
BMBL Bumble Inc.	$431M	$15.7 Million 0.02% of portfolio	2,584,286	Q3 2025 Added 124.99%
DV Double Verify Holdings, Inc.	$1.71B	$15.5 Million 0.02% of portfolio	1,296,300	Q3 2025 Added 1,697.92%
ADEA Adeia Inc.	$1.34B	$13.8 Million 0.02% of portfolio	820,343	Q3 2025 Added 4.42%
PCTY Paylocity Holding Corp	$8.24B	$13.3 Million 0.02% of portfolio	83,200	Q3 2025 Added 83.32%
PUBM Pub Matic, Inc.	$402M	$11.2 Million 0.02% of portfolio	1,355,600	Q3 2025 Added 11.12%
INTA Intapp, Inc.	$2.71B	$9.76 Million 0.01% of portfolio	238,600	Q3 2025 Added 5.62%
MLNK Meridian Link, Inc.	$1.62B	$8.96 Million 0.01% of portfolio	449,500	Q3 2025 Added 20.95%
WDAY Workday, Inc.	$46.4B	$8.93 Million 0.01% of portfolio	37,100	Q3 2025 Reduced 64.81%
WEAV Weave Communications, Inc.	$403M	$8.61 Million 0.01% of portfolio	1,286,800	Q3 2025 Added 28.89%
OPFI Opp Fi Inc.	$1.08B	$7.34 Million 0.01% of portfolio	653,815	Q3 2025 Reduced 6.41%
RSKD Riskified Ltd.	$418M	$6.39 Million 0.01% of portfolio	1,364,400	Q3 2025 Added 3.59%
BIGC Big Commerce Holdings, Inc.	$337M	$5.64 Million 0.01% of portfolio	1,228,900	Q3 2025 Added 1.57%
GBTG Global Business Travel Group, Inc.	$409M	$5.59 Million 0.01% of portfolio	691,620	Q3 2025 Added 3.97%
CCRD Core Card Corp	$202M	$5.55 Million 0.01% of portfolio	206,997	Q3 2025 Added 5.99%

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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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