Generalist · Tokyo, Japan
Mitsubishi Ufj Trust & Banking
Q1 2020 · compared with Q4 2019
Filed as Mitsubishi Ufj Trust & Banking Corp
- Software
- $2.8B
- Weight of 13F
- 8.2%
- Names
- 61
- Net bought
- +$219M
Filed 13 May 2020 · SEC filing.
1,300 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
- MicrosoftMSFT7,869,655 shares · 43.9% of their software$1.2B+$69.1M
- AdobeADBE455,868 shares · 5.1% of their software · price −$5.3M$145M+$6.5M
- SalesforceCRM910,987 shares · 4.6% of their software · price −$17.0M$131M+$5.9M
- OracleORCL2,660,830 shares · 4.5% of their software · price −$12.4M$129M+$5.3M
- ShopifySHOP297,420 shares · 4.4% of their software · price +$5.8M$124M−$1.4M
- FortinetFTNT990,745 shares · 3.5% of their software · price −$5.5M$100M+$25.2M
- WorkdayWDAY542,742 shares · 2.5% of their software · price −$18.6M$70.7M+$38.7M
- Automatic Data Processing, Inc.ADP502,901 shares · 2.4% of their software · price −$17.0M$68.7M+$2.4M
- IntuitINTU275,667 shares · 2.2% of their software · price −$8.8M$63.4M+$2.6M
- Fiserv, Inc.FISV606,361 shares · 2.0% of their software · price −$12.5M$57.6M+$1.8M
- ZoomZM343,229 shares · 1.8% of their software · price +$26.8M$50.2M+$16.2M
- VeriskVRSK348,866 shares · 1.7% of their software · price −$3.5M$48.6M+$1.1M
- CoStarCSGP78,089 shares · 1.6% of their software · price −$866K$45.9M+$1.6M
- ServiceNowNOW159,699 shares · 1.6% of their software · price +$680K$45.8M+$3.9M
- The Trade DeskTTD232,511 shares · 1.6% of their software · price −$15.5M$44.9MFlat
- BroadridgeBR348,655 shares · 1.2% of their software · price −$10.0M$33.1MFlat
- Paychex, Inc.PAYX518,842 shares · 1.2% of their software · price −$11.5M$32.6M+$2.4M
- VeevaVEEV192,436 shares · 1.1% of their software · price +$3.0M$30.1M+$4.0M
- Roper Technologies, Inc.ROP89,007 shares · 1.0% of their software · price −$3.8M$27.8M+$2.7M
- AutodeskADSK175,214 shares · 1.0% of their software · price −$4.8M$27.4M+$2.0M
- CadenceCDNS276,255 shares · 0.6% of their software · price −$917K$18.2M+$1.0M
- SynopsysSNPS140,000 shares · 0.6% of their software · price −$1.5M$18.0M+$1.5M
- VeriSign, Inc.VRSN97,320 shares · 0.6% of their software · price −$1.2M$17.5M+$688K
- Palo Alto NetworksPANW95,121 shares · 0.6% of their software · price −$6.4M$15.6M+$4.0M
- Block, Inc.XYZ279,643 shares · 0.5% of their software · price −$2.8M$14.6M+$690K
- Check PointCHKP136,878 shares · 0.5% of their software · price −$1.4M$13.8MFlat
- AkamaiAKAM147,779 shares · 0.5% of their software · price +$755K$13.5M+$824K
- NetApp, Inc.NTAP304,263 shares · 0.4% of their software · price −$6.3M$12.7M+$1.6M
- RingCentralRNG59,157 shares · 0.4% of their software · price +$2.6M$12.5M+$1.1M
- Tyler TechnologiesTYL41,814 shares · 0.4% of their software$12.4M+$958K
- OktaOKTA97,069 shares · 0.4% of their software · price +$669K$11.9M+$2.2M
- Q2QTWO196,780 shares · 0.4% of their software · price −$4.3M$11.6MFlat
- Gen DigitalGEN603,584 shares · 0.4% of their software · price −$4.1M$11.3M+$706K
- FactSetFDS40,381 shares · 0.4% of their software$10.5MFlat
- Uber Technologies, Inc.UBER333,718 shares · 0.3% of their software · price −$607K$9.3M+$5.9M
- PaycomPAYC45,655 shares · 0.3% of their software · price −$2.9M$9.2M+$720K
- AppianAPPN228,430 shares · 0.3% of their software$9.2MFlat
- TwilioTWLO99,353 shares · 0.3% of their software · price −$873K$8.9M+$1.6M
- SS&CSSNC181,202 shares · 0.3% of their software · price −$3.2M$7.9M+$652K
- DocuSignDOCU83,681 shares · 0.3% of their software · price +$1.5M$7.7M+$532K
- YextYEXT753,340 shares · 0.3% of their software · price −$3.2M$7.7MFlat
- F5, Inc.FFIV71,171 shares · 0.3% of their software · price −$2.4M$7.6M−$577K
- GoDaddyGDDY132,537 shares · 0.3% of their software · price −$1.4M$7.6MFlat
- TrimbleTRMB200,865 shares · 0.2% of their software · price −$2.0M$6.4MFlat
- MongoDBMDB43,334 shares · 0.2% of their software$5.9M+$1.7M
- GuidewireGWRE64,724 shares · 0.2% of their software · price −$2.0M$5.1M+$522K
- PTCPTC82,531 shares · 0.2% of their software · price −$1.1M$5.1MFlat
- DropboxDBX252,564 shares · 0.2% of their software$4.6MFlat
- Lyft, Inc.LYFT158,450 shares · 0.2% of their software · price −$2.6M$4.3M+$687K
- WixWIX37,055 shares · 0.1% of their software · price −$799K$3.7MFlat
- Sabre CorporationSABR216,131 shares · 0.0% of their software · price −$3.6M$1.3MFlat
- Amdocs LimitedDOX15,347 shares · 0.0% of their software$844KFlat
- Strategy IncMSTR6,580 shares · 0.0% of their software$777KFlat
- InterDigital, Inc.IDCC15,262 shares · 0.0% of their software$681KFlat
- TeradataTDC23,100 shares · 0.0% of their software$473KFlat
- MorningstarMORN3,349 shares · 0.0% of their software$389KNew · +$507K
- Upbound Group, Inc.UPBD22,000 shares · 0.0% of their software$311KFlat
- Radware Ltd.RDWR12,600 shares · 0.0% of their software$265KFlat
- Euronet Worldwide, Inc.EEFT1,717 shares · 0.0% of their software$147KFlat
- OpenTextOTEX3,686 shares · 0.0% of their software$128KFlat
- Cerence Inc.CRNC1,237 shares · 0.0% of their software$19KFlat