Generalist · Tokyo, Japan
Mitsubishi Ufj Trust & Banking
Q3 2020 · compared with Q2 2020
Filed as Mitsubishi Ufj Trust & Banking Corp
- Software
- $4.4B
- Weight of 13F
- 9.9%
- Names
- 67
- Net bought
- −$312M
Filed 12 November 2020 · SEC filing.
1,319 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
- MicrosoftMSFT7,583,883 shares · 36.2% of their software · price +$51.7M$1.6B+$59.4M
- SalesforceCRM1,134,762 shares · 6.5% of their software · price +$72.6M$285M+$4.5M
- AdobeADBE460,764 shares · 5.1% of their software · price +$25.4M$226M+$3.3M
- ShopifySHOP198,713 shares · 4.6% of their software · price +$14.7M$203M−$126M
- ZoomZM400,710 shares · 4.3% of their software · price +$86.8M$188M−$4.2M
- OracleORCL2,911,922 shares · 3.9% of their software · price +$12.9M$174M−$64.7M
- WorkdayWDAY660,359 shares · 3.2% of their software · price +$18.3M$142M−$70.9M
- FortinetFTNT1,008,382 shares · 2.7% of their software · price −$19.6M$119M—
- IntuitINTU273,088 shares · 2.0% of their software · price +$8.2M$89.1M−$55.2M
- BroadridgeBR659,975 shares · 2.0% of their software · price +$3.8M$87.1M−$6.1M
- The Trade DeskTTD162,736 shares · 1.9% of their software · price +$18.3M$84.4M−$16.6M
- ServiceNowNOW163,376 shares · 1.8% of their software · price +$13.1M$79.2M−$14.8M
- Automatic Data Processing, Inc.ADP463,084 shares · 1.5% of their software · price −$4.4M$64.6M−$3.5M
- CloudflareNET1,523,812 shares · 1.4% of their software · price +$7.8M$62.6M+$28.8M
- CoStarCSGP73,454 shares · 1.4% of their software · price +$10.1M$62.3M—
- VeriskVRSK330,374 shares · 1.4% of their software · price +$5.0M$61.2M−$2.3M
- Fiserv, Inc.FISV528,863 shares · 1.2% of their software · price +$2.9M$54.5M−$1.5M
- TwilioTWLO216,319 shares · 1.2% of their software · price +$6.0M$53.5M−$19.1M
- DatadogDDOG509,999 shares · 1.2% of their software · price +$7.8M$52.1M+$37.1M
- VeevaVEEV166,526 shares · 1.1% of their software · price +$7.8M$46.8M+$8.0M
- Block, Inc.XYZ283,373 shares · 1.0% of their software · price +$16.3M$46.1M−$1.5M
- AutodeskADSK174,224 shares · 0.9% of their software · price −$1.4M$40.2M+$1.0M
- SynopsysSNPS183,479 shares · 0.9% of their software · price +$3.5M$39.3M+$9.7M
- Paychex, Inc.PAYX488,433 shares · 0.9% of their software · price +$2.0M$39.0M−$1.6M
- Roper Technologies, Inc.ROP83,173 shares · 0.7% of their software · price +$570K$32.9M−$1.7M
- CadenceCDNS304,594 shares · 0.7% of their software · price +$3.3M$32.5M+$3.2M
- DocuSignDOCU136,714 shares · 0.7% of their software · price +$5.9M$29.4M—
- Uber Technologies, Inc.UBER714,087 shares · 0.6% of their software · price +$3.9M$26.0M−$667K
- Check PointCHKP206,445 shares · 0.6% of their software · price +$2.7M$24.8M−$3.5M
- AkamaiAKAM206,971 shares · 0.5% of their software · price +$714K$22.9M−$9.9M
- Tyler TechnologiesTYL63,637 shares · 0.5% of their software$22.2M−$31.2M
- Palo Alto NetworksPANW84,427 shares · 0.5% of their software · price +$1.3M$20.7M−$3.2M
- VeriSign, Inc.VRSN97,323 shares · 0.5% of their software$19.9M−$7.3M
- OktaOKTA90,691 shares · 0.4% of their software · price +$1.2M$19.4M−$22.7M
- Q2QTWO183,390 shares · 0.4% of their software · price +$1.0M$16.7M−$822K
- NetApp, Inc.NTAP373,749 shares · 0.4% of their software$16.4M+$6.9M
- Lyft, Inc.LYFT588,610 shares · 0.4% of their software · price −$3.2M$16.2M+$12.7M
- Gen DigitalGEN756,287 shares · 0.4% of their software · price +$764K$15.8M+$5.4M
- CrowdStrikeCRWD112,900 shares · 0.4% of their software · price +$4.2M$15.5M−$8.6M
- RingCentralRNG55,340 shares · 0.3% of their software · price −$576K$15.2MSplit
- PaycomPAYC44,629 shares · 0.3% of their software$13.9M−$4.0M
- FactSetFDS41,242 shares · 0.3% of their software$13.8M−$3.8M
- AppianAPPN213,000 shares · 0.3% of their software · price +$2.9M$13.8MFlat
- SS&CSSNC175,822 shares · 0.2% of their software · price +$710K$10.6M−$4.6M
- YextYEXT693,040 shares · 0.2% of their software · price −$991K$10.5M−$515K
- WixWIX38,938 shares · 0.2% of their software$9.9M−$5.6M
- GoDaddyGDDY128,032 shares · 0.2% of their software$9.7M−$2.3M
- Fair IsaacFICO22,690 shares · 0.2% of their software$9.7MSplit
- TrimbleTRMB184,818 shares · 0.2% of their software · price +$1.0M$9.0M−$1.4M
- MongoDBMDB38,316 shares · 0.2% of their software$8.9MFlat
- F5, Inc.FFIV67,750 shares · 0.2% of their software · price −$1.1M$8.3MSplit
- ZscalerZS53,966 shares · 0.2% of their software · price +$1.7M$7.6MNew · +$5.9M
- PTCPTC81,815 shares · 0.2% of their software$6.8M—
- GuidewireGWRE62,733 shares · 0.1% of their software$6.5MFlat
- DynatraceDT138,894 shares · 0.1% of their software$5.7M−$3.0M
- SnowflakeSNOW21,583 shares · 0.1% of their software$5.4MNew · +$5.4M
- OpenTextOTEX111,951 shares · 0.1% of their software$4.7M—
- DropboxDBX214,789 shares · 0.1% of their software · price −$539K$4.1MFlat
- Bandwidth Inc.BAND5,308 shares · 0.0% of their software$927KFlat
- Amdocs LimitedDOX14,529 shares · 0.0% of their software$834K—
- Upbound Group, Inc.UPBD24,900 shares · 0.0% of their software$744K—
- TeradataTDC26,400 shares · 0.0% of their software$599KFlat
- MorningstarMORN3,505 shares · 0.0% of their software$563KNew · Flat
- Manhattan AssociatesMANH2,610 shares · 0.0% of their software$249KNew · Flat
- Euronet Worldwide, Inc.EEFT2,617 shares · 0.0% of their software$238KSplit
- WEX Inc.WEX400 shares · 0.0% of their software$56KNew · Flat
- BlackBerry LimitedBB2,176 shares · 0.0% of their software$10K—