Generalist · Tokyo, Japan
Mitsubishi Ufj Trust & Banking
Q2 2020 · compared with Q1 2020
Filed as Mitsubishi Ufj Trust & Banking Corp
- Software
- $3.9B
- Weight of 13F
- 10.2%
- Names
- 64
- Net bought
- +$337M
Filed 13 August 2020 · SEC filing.
1,252 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
- MicrosoftMSFT7,292,208 shares · 40.2% of their software · price +$334M$1.6B−$91.1M
- SalesforceCRM1,110,842 shares · 5.3% of their software · price +$48.2M$205M+$28.8M
- AdobeADBE453,084 shares · 5.3% of their software · price +$53.0M$205MFlat
- ShopifySHOP331,793 shares · 5.1% of their software · price +$177M$200M+$14.3M
- OracleORCL4,083,336 shares · 4.1% of their software · price +$28.3M$159M+$68.7M
- WorkdayWDAY1,038,988 shares · 3.3% of their software · price +$59.4M$129M+$64.6M
- ZoomZM417,170 shares · 2.7% of their software · price +$44.8M$104M+$10.8M
- BroadridgeBR708,710 shares · 2.2% of their software · price +$22.2M$85.9M+$34.1M
- IntuitINTU459,435 shares · 2.0% of their software · price +$30.4M$79.6M+$42.3M
- The Trade DeskTTD203,531 shares · 2.0% of their software · price +$43.5M$76.2M−$5.6M
- Automatic Data Processing, Inc.ADP486,491 shares · 1.9% of their software · price +$5.9M$74.9M−$2.2M
- FortinetFTNT151,977 shares · 1.8% of their software · Implied price is far from the quarter-end close$71.1M—
- ServiceNowNOW199,835 shares · 1.7% of their software · price +$23.7M$66.9M+$11.5M
- VeriskVRSK343,635 shares · 1.5% of their software · price +$10.6M$58.5M−$729K
- CoStarCSGP211,665 shares · 1.4% of their software · Implied price is far from the quarter-end close$54.8M—
- Fiserv, Inc.FISV544,360 shares · 1.4% of their software · price +$1.4M$54.5M−$5.9M
- TwilioTWLO303,430 shares · 1.3% of their software · price +$39.4M$49.0M+$18.3M
- AutodeskADSK169,929 shares · 1.0% of their software · price +$14.1M$40.8M−$825K
- Paychex, Inc.PAYX509,033 shares · 1.0% of their software · price +$6.5M$38.7M−$617K
- Roper Technologies, Inc.ROP87,479 shares · 0.9% of their software · price +$6.7M$34.0MFlat
- VeevaVEEV132,388 shares · 0.8% of their software · price +$10.3M$31.5M−$9.4M
- Block, Inc.XYZ297,483 shares · 0.8% of their software · price +$15.6M$30.0M+$934K
- SynopsysSNPS133,571 shares · 0.8% of their software · price +$8.8M$29.9M−$828K
- CadenceCDNS270,908 shares · 0.7% of their software · price +$8.1M$26.0MFlat
- CloudflareNET722,456 shares · 0.7% of their software · price +$9.0M$26.0MNew · +$17.0M
- DocuSignDOCU420,428 shares · 0.6% of their software · Implied price is far from the quarter-end close$23.8M—
- Uber Technologies, Inc.UBER735,549 shares · 0.6% of their software · price +$2.3M$22.9M+$11.2M
- AkamaiAKAM299,151 shares · 0.6% of their software · price +$4.7M$22.7M+$13.8M
- Tyler TechnologiesTYL153,537 shares · 0.6% of their software · price +$7.7M$21.9M+$33.1M
- Palo Alto NetworksPANW98,204 shares · 0.5% of their software · price +$6.5M$20.6M+$505K
- Check PointCHKP239,246 shares · 0.5% of their software · price +$1.6M$19.9M+$10.3M
- VeriSign, Inc.VRSN132,534 shares · 0.5% of their software · price +$3.5M$19.8M+$6.3M
- OktaOKTA204,014 shares · 0.5% of their software · price +$15.9M$18.5M+$13.1M
- Q2QTWO192,970 shares · 0.4% of their software · price +$5.2M$16.6MFlat
- RingCentralRNG117,788 shares · 0.4% of their software · price +$8.6M$16.1M+$12.4M
- NetApp, Inc.NTAP218,542 shares · 0.4% of their software · price +$586K$15.4M−$3.6M
- PaycomPAYC57,684 shares · 0.4% of their software · price +$6.2M$14.3M+$2.4M
- Gen DigitalGEN486,428 shares · 0.4% of their software · price +$545K$14.2M−$2.2M
- FactSetFDS52,673 shares · 0.3% of their software · price +$3.6M$13.4M+$3.2M
- YextYEXT724,060 shares · 0.3% of their software · price +$4.6M$12.0MFlat
- AppianAPPN222,650 shares · 0.3% of their software · price +$2.5M$11.4MFlat
- WixWIX60,870 shares · 0.3% of their software · price +$9.5M$10.2M+$2.4M
- SS&CSSNC256,390 shares · 0.3% of their software · price +$3.2M$10.1M+$3.3M
- GoDaddyGDDY159,459 shares · 0.3% of their software · price +$2.6M$9.8M+$1.5M
- Fair IsaacFICO41,883 shares · 0.2% of their software · price +$4.6M$9.6MNew · +$12.9M
- F5, Inc.FFIV145,808 shares · 0.2% of their software · price +$4.8M$9.5M+$8.0M
- MongoDBMDB37,437 shares · 0.2% of their software · price +$3.4M$8.5M−$805K
- TrimbleTRMB218,319 shares · 0.2% of their software · price +$2.5M$8.4M+$556K
- CrowdStrikeCRWD198,871 shares · 0.2% of their software · price +$8.9M$8.1MNew · +$11.1M
- DatadogDDOG82,893 shares · 0.2% of their software · price +$4.2M$7.2MNew · +$3.0M
- GuidewireGWRE63,979 shares · 0.2% of their software · price +$2.0M$7.1MFlat
- Lyft, Inc.LYFT204,550 shares · 0.2% of their software · price +$1.3M$6.8M+$1.2M
- PTCPTC229,430 shares · 0.2% of their software · Implied price is far from the quarter-end close$6.4M—
- DropboxDBX217,892 shares · 0.1% of their software · price +$800K$4.8M−$628K
- DynatraceDT213,300 shares · 0.1% of their software · price +$3.6M$4.7MNew · +$5.1M
- Amdocs LimitedDOX1,266 shares · 0.0% of their software · Implied price is far from the quarter-end close$885K—
- Upbound Group, Inc.UPBD10,116 shares · 0.0% of their software · Implied price is far from the quarter-end close$759K—
- Bandwidth Inc.BAND5,813 shares · 0.0% of their software$738KNew · Flat
- TeradataTDC21,700 shares · 0.0% of their software$512KFlat
- InterDigital, Inc.IDCC4,985 shares · 0.0% of their software$282KFlat
- Euronet Worldwide, Inc.EEFT4,950 shares · 0.0% of their software$251KFlat
- OpenTextOTEX174,337 shares · 0.0% of their software · Implied price is far from the quarter-end close$209K—
- Cerence Inc.CRNC425,400 shares · 0.0% of their software · Implied price is far from the quarter-end close$51K—
- BlackBerry LimitedBB30,370 shares · 0.0% of their software · Implied price is far from the quarter-end close$11KNew