Generalist · Tokyo, Japan
Mitsubishi Ufj Trust & Banking
Q4 2019 · compared with Q3 2019
Filed as Mitsubishi Ufj Trust & Banking Corp
- Software
- $2.8B
- Weight of 13F
- 6.6%
- Names
- 64
- Net bought
- +$53.1M
Filed 14 February 2020 · SEC filing.
1,323 positions in the whole 13F.
Quarters on file
Each quarter on file, back to June 2016 when the filing exists. Net bought is the share change from the previous quarter at that quarter’s close. A split that leaves the dollar value in place counts as flat.
- Q2 2026131 names$3.8B+$84.6M
- Q1 202673 names$3.5B−$51.3M
- Q4 202584 names$4.6B−$46.4M
- Q3 202583 names$5.6B−$11.6M
- Q2 202580 names$5.4B+$141M
- Q1 202578 names$4.3B−$193M
- Q4 202477 names$5.0B−$141M
- Q3 202477 names$4.8B−$48.9M
- Q2 202479 names$4.8B−$133M
- Q1 202484 names$4.9B−$291M
- Q4 202383 names$4.9B−$184M
- Q3 202383 names$4.3B−$123M
- Q2 202381 names$4.7B−$38.0M
- Q1 202378 names$4.1B+$8.1M
- Q4 202277 names$3.4B+$115M
- Q3 202276 names$3.3B+$111M
- Q2 202274 names$3.4B+$1.7B
- Q1 202277 names$4.3B−$192M
- Q4 202179 names$5.1B−$91.0M
- Q3 202174 names$4.8B−$179M
- Q2 202173 names$4.8B+$1.6B
- Q1 202170 names$4.4B−$457M
- Q4 202069 names$4.8B−$48.2M
- Q3 202067 names$4.4B−$312M
- Q2 202064 names$3.9B+$337M
- Q1 202061 names$2.8B+$219M
- Q4 201964 names$2.8B+$53.1M
- Q3 201958 names$2.4B+$101M
- Q2 201955 names$2.4B+$166M
- Q1 201939 names$2.0B+$34.4M
- Q4 201838 names$1.6B+$35.5M
- Q3 201833 names$1.8B−$2.0B
- Q2 201831 names$3.5B+$94.8M
- Q1 201830 names$3.2B+$18.8M
- Q4 201730 names$2.9B+$13.8M
- Q3 201729 names$2.6B+$33.8M
- Q2 201728 names$2.5B−$3.8M
- Q1 201727 names$2.3B−$625K
- Q4 201626 names$2.1B−$48.3M
- Q3 201626 names$2.1B+$41.0M
- Q2 201625 names$1.9B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT7,431,426 shares · 42.3% of their software · price +$139M$1.2BFlat
- AdobeADBE436,140 shares · 5.2% of their software · price +$23.4M$144MFlat
- SalesforceCRM874,858 shares · 5.1% of their software · price +$12.4M$142MFlat
- OracleORCL2,560,348 shares · 4.9% of their software · price −$5.2M$136MFlat
- ShopifySHOP300,856 shares · 4.3% of their software · price +$25.8M$120M−$4.7M
- Automatic Data Processing, Inc.ADP489,105 shares · 3.0% of their software · price +$4.4M$83.4M−$1.6M
- FortinetFTNT754,314 shares · 2.9% of their software · price +$22.6M$80.5M+$9.2M
- IntuitINTU265,824 shares · 2.5% of their software · price −$1.1M$69.6MFlat
- Fiserv, Inc.FISV590,688 shares · 2.5% of their software · price +$7.1M$68.3M−$5.4M
- The Trade DeskTTD233,317 shares · 2.2% of their software · price +$16.9M$60.6MFlat
- VeriskVRSK341,717 shares · 1.8% of their software · price −$3.0M$51.0M−$661K
- WorkdayWDAY307,426 shares · 1.8% of their software · price −$1.7M$50.6MFlat
- CoStarCSGP75,465 shares · 1.6% of their software$45.2M−$701K
- BroadridgeBR345,479 shares · 1.5% of their software$42.7M+$849K
- Paychex, Inc.PAYX490,451 shares · 1.5% of their software · price +$1.1M$41.7M+$3.6M
- ServiceNowNOW146,032 shares · 1.5% of their software · price +$4.2M$41.2M+$2.1M
- AutodeskADSK164,370 shares · 1.1% of their software · price +$5.9M$30.2MFlat
- Roper Technologies, Inc.ROP81,355 shares · 1.0% of their software$28.8MFlat
- VeevaVEEV164,112 shares · 0.8% of their software · price −$2.0M$23.1M+$8.5M
- CadenceCDNS261,159 shares · 0.7% of their software · price +$857K$18.1M+$773K
- VeriSign, Inc.VRSN93,749 shares · 0.7% of their software$18.1MFlat
- Palo Alto NetworksPANW77,979 shares · 0.7% of their software · price +$2.1M$18.0M−$813K
- SynopsysSNPS129,169 shares · 0.6% of their software$18.0M−$752K
- NetApp, Inc.NTAP279,099 shares · 0.6% of their software · price +$2.7M$17.4M−$802K
- Block, Inc.XYZ268,620 shares · 0.6% of their software$16.8M+$1.1M
- Q2QTWO199,520 shares · 0.6% of their software$16.2MFlat
- Check PointCHKP132,837 shares · 0.5% of their software$14.7M−$520K
- Gen DigitalGEN575,937 shares · 0.5% of their software · price +$1.1M$14.7MNew · +$13.6M
- AkamaiAKAM138,236 shares · 0.4% of their software · price −$691K$11.9MFlat
- Tyler TechnologiesTYL38,621 shares · 0.4% of their software · price +$1.4M$11.6MNew · +$10.1M
- PaycomPAYC42,934 shares · 0.4% of their software · price +$2.4M$11.4MFlat
- YextYEXT751,100 shares · 0.4% of their software · price −$1.1M$10.8MFlat
- F5, Inc.FFIV75,300 shares · 0.4% of their software$10.5M−$2.9M
- SS&CSSNC170,576 shares · 0.4% of their software · price +$1.7M$10.5MFlat
- FactSetFDS38,794 shares · 0.4% of their software · price +$983K$10.4M+$539K
- OktaOKTA78,289 shares · 0.3% of their software · price +$1.3M$9.0MFlat
- RingCentralRNG52,512 shares · 0.3% of their software · price +$2.3M$8.9MNew · +$6.6M
- AppianAPPN230,960 shares · 0.3% of their software · price −$2.1M$8.8MFlat
- GoDaddyGDDY127,031 shares · 0.3% of their software$8.6MFlat
- TwilioTWLO83,059 shares · 0.3% of their software · price −$970K$8.2MFlat
- TrimbleTRMB194,214 shares · 0.3% of their software · price +$559K$8.1MFlat
- ZoomZM105,600 shares · 0.3% of their software · price −$862K$7.2MNew · +$8.0M
- GuidewireGWRE59,968 shares · 0.2% of their software$6.6MNew · +$6.3M
- Lyft, Inc.LYFT142,470 shares · 0.2% of their software$6.1MFlat
- PTCPTC81,491 shares · 0.2% of their software · price +$547K$6.1MFlat
- DocuSignDOCU76,497 shares · 0.2% of their software · price +$932K$5.7MFlat
- Sabre CorporationSABR210,308 shares · 0.2% of their software$4.7M−$4.9M
- WixWIX33,578 shares · 0.1% of their software$4.1MFlat
- DropboxDBX228,658 shares · 0.1% of their software · price −$517K$4.1M+$1.0M
- Uber Technologies, Inc.UBER136,134 shares · 0.1% of their software$4.0MFlat
- MongoDBMDB30,664 shares · 0.1% of their software$4.0MFlat
- Amdocs LimitedDOX15,347 shares · 0.0% of their software$1.1MFlat
- Strategy IncMSTR6,580 shares · 0.0% of their software$939KNew · +$976K
- InterDigital, Inc.IDCC15,262 shares · 0.0% of their software$832KFlat
- Upbound Group, Inc.UPBD22,000 shares · 0.0% of their software$634KFlat
- TeradataTDC23,100 shares · 0.0% of their software$618KFlat
- Bandwidth Inc.BAND7,747 shares · 0.0% of their software$496KFlat
- HubSpotHUBS2,752 shares · 0.0% of their software$436KFlat
- Radware Ltd.RDWR12,600 shares · 0.0% of their software$325KFlat
- LiveRamp Holdings, Inc.RAMP6,103 shares · 0.0% of their software$293KFlat
- Euronet Worldwide, Inc.EEFT1,717 shares · 0.0% of their software$271KFlat
- OpenTextOTEX3,986 shares · 0.0% of their software$174KFlat
- Cerence Inc.CRNC1,237 shares · 0.0% of their software$28KNew · Flat
- BlackBerry LimitedBB1,000 shares · 0.0% of their software$6KFlat