Generalist · Tokyo, Japan
Mitsubishi Ufj Trust & Banking
Q2 2021 · compared with Q1 2021
Filed as Mitsubishi Ufj Trust & Banking Corp
- Software
- $4.8B
- Weight of 13F
- 10.2%
- Names
- 73
- Net bought
- +$1.6B
Filed 12 August 2021 · SEC filing.
1,367 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
- MicrosoftMSFT5,804,342 shares · 32.5% of their software · price +$204M$1.6B−$125M
- FortinetFTNT1,126,246 shares · 5.7% of their software · price +$60.6M$277M−$23.7M
- ShopifySHOP178,763 shares · 5.4% of their software · price +$63.4M$261M−$3.0M
- SalesforceCRM880,890 shares · 4.5% of their software · price +$28.5M$215M−$10.0M
- AdobeADBE351,875 shares · 4.3% of their software · price +$38.8M$206M−$11.9M
- CloudflareNET1,697,777 shares · 3.7% of their software · price +$60.4M$180M−$4.2M
- OracleORCL2,216,353 shares · 3.6% of their software · price +$17.0M$173M−$19.1M
- The Trade DeskTTD2,095,399 shares · 3.4% of their software · price −$1.2B$162M+$1.2B
- ZoomZM356,951 shares · 2.9% of their software · price +$23.5M$138M−$2.3M
- WorkdayWDAY555,118 shares · 2.7% of their software · price −$5.4M$133M−$26.3M
- TwilioTWLO287,227 shares · 2.3% of their software · price +$15.3M$113M−$4.2M
- IntuitINTU211,705 shares · 2.1% of their software · price +$22.7M$104MFlat
- BroadridgeBR598,191 shares · 2.0% of their software · price +$5.0M$96.6M−$3.8M
- Automatic Data Processing, Inc.ADP388,458 shares · 1.6% of their software · price +$3.9M$77.2M−$3.8M
- CoStarCSGP823,520 shares · 1.4% of their software · price −$609M$68.2M+$605M
- ServiceNowNOW107,999 shares · 1.2% of their software · price +$5.3M$59.4M−$12.7M
- Block, Inc.XYZ217,188 shares · 1.1% of their software · price +$3.6M$53.0M−$3.4M
- SynopsysSNPS189,742 shares · 1.1% of their software · price +$5.3M$52.2M+$1.3M
- DatadogDDOG483,918 shares · 1.0% of their software · price +$10.0M$50.4M−$1.3M
- SnowflakeSNOW187,035 shares · 0.9% of their software · price +$2.3M$45.2M+$23.7M
- Paychex, Inc.PAYX418,564 shares · 0.9% of their software · price +$3.9M$44.9M−$2.3M
- Lyft, Inc.LYFT707,424 shares · 0.9% of their software · price −$1.9M$42.8M+$7.3M
- Fiserv, Inc.FISV386,226 shares · 0.9% of their software · price −$4.7M$41.3M−$3.8M
- VeevaVEEV129,398 shares · 0.8% of their software · price +$6.4M$40.5M−$2.2M
- VeriskVRSK223,884 shares · 0.8% of their software$39.1M−$10.0M
- AutodeskADSK127,130 shares · 0.8% of their software · price +$1.9M$37.1M−$2.6M
- NetApp, Inc.NTAP432,159 shares · 0.7% of their software · price +$4.0M$35.5M−$2.1M
- Uber Technologies, Inc.UBER633,743 shares · 0.7% of their software · price −$2.8M$31.8M+$3.8M
- DocuSignDOCU101,924 shares · 0.6% of their software · price +$7.9M$28.5MFlat
- CadenceCDNS206,678 shares · 0.6% of their software$28.3M−$893K
- Tyler TechnologiesTYL60,664 shares · 0.6% of their software · price +$1.7M$27.4MFlat
- Roper Technologies, Inc.ROP58,227 shares · 0.6% of their software · price +$3.9M$27.4M−$2.1M
- AppianAPPN185,605 shares · 0.5% of their software · price +$891K$25.6M−$2.4M
- CrowdStrikeCRWD99,982 shares · 0.5% of their software · price +$6.9M$25.1M−$1.3M
- Palo Alto NetworksPANW63,370 shares · 0.5% of their software · price +$3.1M$23.5MFlat
- Check PointCHKP188,616 shares · 0.5% of their software · price +$785K$21.9M−$1.6M
- VeriSign, Inc.VRSN78,775 shares · 0.4% of their software · price +$2.3M$17.9M−$1.2M
- SS&CSSNC240,486 shares · 0.4% of their software · price +$527K$17.5MFlat
- OktaOKTA68,263 shares · 0.3% of their software · price +$1.7M$16.7M−$1.4M
- AkamaiAKAM142,974 shares · 0.3% of their software · price +$2.1M$16.7M−$1.2M
- Q2QTWO159,340 shares · 0.3% of their software$16.3M−$927K
- Gen DigitalGEN547,166 shares · 0.3% of their software · price +$3.3M$14.9M−$1.1M
- HubSpotHUBS23,627 shares · 0.3% of their software · price +$3.0M$13.8M−$754K
- CourseraCOUR320,580 shares · 0.3% of their software · price −$1.7M$12.7MNew · +$14.4M
- PaycomPAYC33,527 shares · 0.3% of their software$12.2M−$1.0M
- RingCentralRNG39,479 shares · 0.2% of their software$11.5M−$1.3M
- MongoDBMDB30,335 shares · 0.2% of their software · price +$2.9M$11.0M−$603K
- TrimbleTRMB132,654 shares · 0.2% of their software · price +$536K$10.9M−$2.1M
- ZscalerZS45,772 shares · 0.2% of their software · price +$2.0M$9.9M−$660K
- FactSetFDS27,657 shares · 0.2% of their software · price +$747K$9.3M−$2.9M
- PTCPTC63,604 shares · 0.2% of their software$9.0M−$1.1M
- GoDaddyGDDY103,277 shares · 0.2% of their software · price +$965K$9.0MFlat
- F5, Inc.FFIV46,694 shares · 0.2% of their software · price −$1.0M$8.7M−$2.5M
- Fair IsaacFICO17,265 shares · 0.2% of their software$8.7MFlat
- WixWIX29,873 shares · 0.2% of their software$8.7M−$868K
- PalantirPLTR293,370 shares · 0.2% of their software · price +$901K$7.7MNew · +$6.8M
- DropboxDBX222,400 shares · 0.1% of their software · price +$812K$6.7M−$666K
- Bentley SystemsBSY101,579 shares · 0.1% of their software · price +$1.8M$6.6MNew · +$4.8M
- DynatraceDT97,432 shares · 0.1% of their software · price +$992K$5.7MFlat
- GuidewireGWRE45,820 shares · 0.1% of their software · price +$508K$5.2M−$1.1M
- UnityU29,535 shares · 0.1% of their software$3.2MNew · +$3.0M
- CommvaultCVLT15,815 shares · 0.0% of their software$1.2MFlat
- TeradataTDC20,287 shares · 0.0% of their software$1.0MFlat
- Amdocs LimitedDOX11,283 shares · 0.0% of their software$873K−$1.1M
- VaronisVRNS14,831 shares · 0.0% of their software$855KFlat
- Kingsoft Cloud Holdings LimitedKC18,623 shares · 0.0% of their software$632KFlat
- Agora, Inc.API14,036 shares · 0.0% of their software$589KNew · +$706K
- TenableTENB13,082 shares · 0.0% of their software$541KFlat
- Euronet Worldwide, Inc.EEFT2,731 shares · 0.0% of their software$370KFlat
- OpenTextOTEX5,531 shares · 0.0% of their software$281KNew · Flat
- WEX Inc.WEX1,250 shares · 0.0% of their software$241KFlat
- NetScout Systems, Inc.NTCT5,031 shares · 0.0% of their software$144KNew · Flat
- BlackBerry LimitedBB3,484 shares · 0.0% of their software$42KNew · Flat