Generalist · Tokyo, Japan
Mitsubishi Ufj Trust & Banking
Q1 2021 · compared with Q4 2020
Filed as Mitsubishi Ufj Trust & Banking Corp
- Software
- $4.4B
- Weight of 13F
- 9.6%
- Names
- 70
- Net bought
- −$457M
Filed 12 May 2021 · SEC filing.
1,272 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
- MicrosoftMSFT6,334,204 shares · 34.0% of their software · price +$84.6M$1.5B−$224M
- ShopifySHOP181,457 shares · 4.6% of their software · price −$4.6M$201M−$7.5M
- SalesforceCRM928,028 shares · 4.5% of their software · price −$9.9M$197M−$34.0M
- FortinetFTNT1,255,026 shares · 4.4% of their software · price +$45.0M$190M−$25.3M
- AdobeADBE376,986 shares · 4.1% of their software · price −$9.3M$180M−$38.0M
- OracleORCL2,488,118 shares · 3.9% of their software · price +$13.6M$168M−$13.9M
- WorkdayWDAY660,899 shares · 3.8% of their software · price +$5.8M$164M+$7.7M
- CloudflareNET1,757,812 shares · 2.8% of their software · price −$10.1M$124M−$3.7M
- ZoomZM364,216 shares · 2.7% of their software · price −$5.8M$117M−$3.7M
- The Trade DeskTTD179,159 shares · 2.7% of their software · price −$26.8M$117M+$17.5M
- TwilioTWLO299,513 shares · 2.3% of their software · price +$677K$102M+$28.0M
- BroadridgeBR623,112 shares · 2.2% of their software$95.4M−$5.0M
- IntuitINTU212,409 shares · 1.9% of their software · price +$682K$81.3M−$18.8M
- Automatic Data Processing, Inc.ADP408,883 shares · 1.8% of their software · price +$5.0M$76.8M−$12.1M
- CoStarCSGP87,825 shares · 1.7% of their software · price −$9.0M$72.2M+$16.9M
- ServiceNowNOW133,437 shares · 1.5% of their software · price −$6.7M$67.0M−$14.6M
- Block, Inc.XYZ232,020 shares · 1.2% of their software · price +$2.2M$52.6M−$10.8M
- Fiserv, Inc.FISV417,854 shares · 1.1% of their software · price +$2.2M$49.7M−$11.7M
- VeriskVRSK280,572 shares · 1.1% of their software · price −$8.7M$49.6M−$7.0M
- SynopsysSNPS184,347 shares · 1.1% of their software · price −$2.1M$46.8M+$1.4M
- Paychex, Inc.PAYX442,104 shares · 1.0% of their software · price +$2.1M$43.2M−$8.1M
- DatadogDDOG500,054 shares · 1.0% of their software · price −$7.6M$41.7M−$2.2M
- AutodeskADSK136,416 shares · 0.9% of their software · price −$3.8M$38.0M−$9.3M
- Lyft, Inc.LYFT592,256 shares · 0.9% of their software · price +$8.3M$37.4MFlat
- VeevaVEEV137,908 shares · 0.8% of their software · price −$1.5M$36.4M−$7.9M
- NetApp, Inc.NTAP461,293 shares · 0.7% of their software · price +$3.0M$31.5M+$3.2M
- Uber Technologies, Inc.UBER563,548 shares · 0.7% of their software · price +$2.0M$30.7M−$6.7M
- CadenceCDNS213,198 shares · 0.7% of their software$29.2M−$11.0M
- AppianAPPN203,578 shares · 0.6% of their software · price −$5.9M$27.1M+$1.1M
- Roper Technologies, Inc.ROP63,498 shares · 0.6% of their software · price −$1.8M$25.7M−$7.4M
- Tyler TechnologiesTYL59,832 shares · 0.6% of their software · price −$717K$25.4M−$5.6M
- Check PointCHKP202,485 shares · 0.6% of their software · price −$4.2M$24.9M+$3.0M
- Palo Alto NetworksPANW64,779 shares · 0.5% of their software · price −$2.2M$20.9M−$6.9M
- DocuSignDOCU101,985 shares · 0.5% of their software · price −$2.0M$20.7M−$6.1M
- CrowdStrikeCRWD107,229 shares · 0.4% of their software · price −$3.1M$19.6M−$1.8M
- SnowflakeSNOW83,688 shares · 0.4% of their software · price −$4.4M$19.2M+$9.0M
- SS&CSSNC246,686 shares · 0.4% of their software · price −$710K$17.6M+$5.8M
- VeriSign, Inc.VRSN85,032 shares · 0.4% of their software · price −$1.5M$17.1M−$3.3M
- Q2QTWO168,590 shares · 0.4% of their software · price −$4.4M$16.9MFlat
- OktaOKTA74,587 shares · 0.4% of their software · price −$2.5M$16.5M−$4.5M
- AkamaiAKAM154,277 shares · 0.4% of their software$15.7M−$5.6M
- PaycomPAYC36,246 shares · 0.3% of their software · price −$3.0M$13.4M−$4.2M
- RingCentralRNG43,925 shares · 0.3% of their software · price −$3.6M$13.1M−$3.9M
- Gen DigitalGEN598,527 shares · 0.3% of their software$12.6M−$4.1M
- TrimbleTRMB159,903 shares · 0.3% of their software · price +$1.8M$12.4M−$1.4M
- F5, Inc.FFIV58,803 shares · 0.3% of their software · price +$1.9M$12.2M−$1.9M
- HubSpotHUBS25,288 shares · 0.3% of their software · price +$1.5M$11.5M−$2.3M
- FactSetFDS37,022 shares · 0.3% of their software · price −$885K$11.5M−$1.2M
- PTCPTC71,664 shares · 0.2% of their software · price +$1.3M$9.8M−$1.1M
- YextYEXT635,300 shares · 0.2% of their software · price −$788K$9.2MFlat
- WixWIX32,981 shares · 0.2% of their software · price +$965K$9.2M−$1.8M
- MongoDBMDB32,591 shares · 0.2% of their software · price −$3.0M$8.8M−$1.8M
- Fair IsaacFICO17,736 shares · 0.2% of their software$8.6M−$2.3M
- ZscalerZS49,616 shares · 0.2% of their software · price −$1.4M$8.5M−$2.0M
- GoDaddyGDDY97,569 shares · 0.2% of their software · price −$520K$7.6M−$2.0M
- DropboxDBX247,371 shares · 0.2% of their software · price +$1.1M$6.6MFlat
- GuidewireGWRE56,324 shares · 0.1% of their software · price −$1.5M$5.7MFlat
- DynatraceDT107,569 shares · 0.1% of their software · price +$535K$5.2M−$1.1M
- Amdocs LimitedDOX26,270 shares · 0.0% of their software$1.9MFlat
- CommvaultCVLT15,815 shares · 0.0% of their software$1.0MNew · +$876K
- WorkivaWK10,798 shares · 0.0% of their software$953KNew · +$989K
- PagerDutyPD19,276 shares · 0.0% of their software$775KNew · +$804K
- TenableTENB20,402 shares · 0.0% of their software$738KNew · +$1.1M
- Kingsoft Cloud Holdings LimitedKC18,623 shares · 0.0% of their software$732KFlat
- TeradataTDC21,423 shares · 0.0% of their software$481KFlat
- VaronisVRNS7,425 shares · 0.0% of their software · price −$834K$381KNew · +$1.2M
- Euronet Worldwide, Inc.EEFT2,251 shares · 0.0% of their software$326KFlat
- WEX Inc.WEX1,324 shares · 0.0% of their software$269KFlat
- MorningstarMORN1,001 shares · 0.0% of their software$225K−$714K
- Upbound Group, Inc.UPBD26 shares · 0.0% of their software$1KFlat