Generalist · Tokyo, Japan
Mitsubishi Ufj Trust & Banking
Q4 2020 · compared with Q3 2020
Filed as Mitsubishi Ufj Trust & Banking Corp
- Software
- $4.8B
- Weight of 13F
- 9.8%
- Names
- 69
- Net bought
- −$48.2M
Filed 12 February 2021 · SEC filing.
1,347 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
- MicrosoftMSFT7,340,527 shares · 33.7% of their software · price +$88.7M$1.6B−$51.2M
- SalesforceCRM1,080,801 shares · 5.0% of their software · price −$31.1M$241M−$13.6M
- AdobeADBE452,948 shares · 4.7% of their software · price +$4.4M$227M−$3.8M
- ShopifySHOP188,101 shares · 4.4% of their software · price +$20.5M$213M−$10.9M
- FortinetFTNT1,425,118 shares · 4.4% of their software · price +$43.8M$212M+$49.1M
- OracleORCL2,702,698 shares · 3.6% of their software · price +$13.5M$175M−$12.5M
- WorkdayWDAY628,762 shares · 3.1% of their software · price +$15.4M$151M−$6.8M
- CloudflareNET1,806,913 shares · 2.8% of their software · price +$63.1M$137M+$11.6M
- ZoomZM375,064 shares · 2.6% of their software · price −$49.8M$127M−$12.1M
- The Trade DeskTTD157,320 shares · 2.6% of their software · price +$44.4M$126M−$2.8M
- BroadridgeBR655,674 shares · 2.1% of their software · price +$13.9M$100MFlat
- IntuitINTU261,986 shares · 2.1% of their software · price +$14.1M$99.5M−$3.6M
- ServiceNowNOW159,905 shares · 1.8% of their software · price +$10.5M$88.0M−$1.7M
- Automatic Data Processing, Inc.ADP477,801 shares · 1.7% of their software · price +$17.5M$84.2M+$2.1M
- TwilioTWLO216,753 shares · 1.5% of their software · price +$19.8M$73.4MFlat
- VeriskVRSK314,310 shares · 1.3% of their software · price +$7.0M$65.2M−$3.0M
- CoStarCSGP69,556 shares · 1.3% of their software · price +$5.3M$64.3M−$3.3M
- Block, Inc.XYZ281,660 shares · 1.3% of their software · price +$15.5M$61.3MFlat
- Fiserv, Inc.FISV520,298 shares · 1.2% of their software · price +$5.6M$59.2M−$883K
- DatadogDDOG522,493 shares · 1.1% of their software · price −$1.9M$51.4M+$1.3M
- AutodeskADSK166,749 shares · 1.1% of their software · price +$12.4M$50.9M−$1.7M
- Paychex, Inc.PAYX528,810 shares · 1.0% of their software · price +$7.1M$49.3M+$3.2M
- SynopsysSNPS178,950 shares · 1.0% of their software · price +$8.1M$46.4M−$969K
- VeevaVEEV166,857 shares · 0.9% of their software · price −$1.5M$45.4MFlat
- CadenceCDNS293,721 shares · 0.8% of their software · price +$8.8M$40.1M−$1.2M
- Uber Technologies, Inc.UBER694,925 shares · 0.7% of their software · price +$10.1M$35.4M−$699K
- Roper Technologies, Inc.ROP80,701 shares · 0.7% of their software · price +$2.9M$34.8M−$977K
- AppianAPPN196,850 shares · 0.7% of their software · price +$19.2M$31.9M−$1.0M
- Tyler TechnologiesTYL72,709 shares · 0.7% of their software · price +$6.4M$31.7M+$3.2M
- Palo Alto NetworksPANW84,104 shares · 0.6% of their software · price +$9.3M$29.9MFlat
- Lyft, Inc.LYFT595,126 shares · 0.6% of their software · price +$12.8M$29.2MFlat
- DocuSignDOCU129,295 shares · 0.6% of their software · price +$913K$28.7M−$1.6M
- NetApp, Inc.NTAP412,807 shares · 0.6% of their software · price +$9.2M$27.3M+$1.7M
- CrowdStrikeCRWD115,508 shares · 0.5% of their software · price +$8.6M$24.5MFlat
- Check PointCHKP179,686 shares · 0.5% of their software · price +$2.3M$23.9M−$3.2M
- OktaOKTA92,257 shares · 0.5% of their software · price +$3.7M$23.5MFlat
- AkamaiAKAM207,276 shares · 0.4% of their software · price −$1.2M$21.8MFlat
- VeriSign, Inc.VRSN100,365 shares · 0.4% of their software · price +$1.2M$21.7M+$623K
- Q2QTWO169,610 shares · 0.4% of their software · price +$6.0M$21.5M−$1.3M
- PaycomPAYC45,565 shares · 0.4% of their software · price +$6.4M$20.6MFlat
- RingCentralRNG54,143 shares · 0.4% of their software · price +$5.7M$20.5MFlat
- Gen DigitalGEN794,617 shares · 0.3% of their software$16.5M+$799K
- SnowflakeSNOW51,867 shares · 0.3% of their software · price +$1.6M$14.6M+$7.6M
- FactSetFDS40,711 shares · 0.3% of their software$13.5MFlat
- MongoDBMDB37,533 shares · 0.3% of their software · price +$4.8M$13.5MFlat
- HubSpotHUBS31,186 shares · 0.3% of their software · price +$3.2M$12.4MNew · +$9.1M
- F5, Inc.FFIV69,763 shares · 0.3% of their software · price +$3.7M$12.3MFlat
- SS&CSSNC167,278 shares · 0.3% of their software · price +$2.0M$12.2M−$517K
- TrimbleTRMB181,443 shares · 0.2% of their software · price +$3.3M$12.1MFlat
- ZscalerZS59,488 shares · 0.2% of their software · price +$3.5M$11.9M+$777K
- Fair IsaacFICO22,188 shares · 0.2% of their software · price +$1.9M$11.3MFlat
- GoDaddyGDDY121,551 shares · 0.2% of their software · price +$848K$10.1MFlat
- WixWIX40,118 shares · 0.2% of their software$10.0MFlat
- YextYEXT636,720 shares · 0.2% of their software$10.0M−$855K
- PTCPTC80,706 shares · 0.2% of their software · price +$3.0M$9.7MFlat
- GuidewireGWRE59,601 shares · 0.2% of their software · price +$1.5M$7.7MFlat
- DynatraceDT133,595 shares · 0.1% of their software$5.8MFlat
- OpenTextOTEX122,966 shares · 0.1% of their software$5.6MFlat
- DropboxDBX241,425 shares · 0.1% of their software · price +$707K$5.4M+$513K
- Amdocs LimitedDOX25,318 shares · 0.0% of their software$1.8M+$619K
- MorningstarMORN4,083 shares · 0.0% of their software$946KFlat
- Kingsoft Cloud Holdings LimitedKC19,070 shares · 0.0% of their software$830KNew · +$563K
- Bandwidth Inc.BAND5,308 shares · 0.0% of their software$816KFlat
- TeradataTDC26,400 shares · 0.0% of their software$593KFlat
- Euronet Worldwide, Inc.EEFT2,717 shares · 0.0% of their software$394KFlat
- Upbound Group, Inc.UPBD9,901 shares · 0.0% of their software$379KFlat
- WEX Inc.WEX1,500 shares · 0.0% of their software$305KFlat
- Manhattan AssociatesMANH2,610 shares · 0.0% of their software$275KFlat
- BlackBerry LimitedBB3,013 shares · 0.0% of their software$20KFlat