Generalist · Tokyo, Japan
Mitsubishi Ufj Trust & Banking
Q4 2021 · compared with Q3 2021
Filed as Mitsubishi Ufj Trust & Banking Corp
- Software
- $5.1B
- Weight of 13F
- 10.6%
- Names
- 79
- Net bought
- −$91.0M
Filed 9 February 2022 · SEC filing.
1,350 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
- MicrosoftMSFT5,292,797 shares · 34.7% of their software · price +$288M$1.8B−$64.7M
- FortinetFTNT785,403 shares · 5.5% of their software · price +$52.9M$282M−$27.6M
- ShopifySHOP152,950 shares · 4.1% of their software · price +$3.3M$211M−$7.9M
- The Trade DeskTTD2,188,684 shares · 3.9% of their software · price +$46.7M$201M+$17.2M
- SalesforceCRM787,709 shares · 3.9% of their software · price −$13.5M$200M−$22.5M
- CloudflareNET1,486,105 shares · 3.8% of their software · price +$28.0M$195M−$17.6M
- AdobeADBE340,310 shares · 3.8% of their software · price −$2.9M$193M+$4.6M
- OracleORCL1,845,362 shares · 3.1% of their software$161M−$22.9M
- WorkdayWDAY512,705 shares · 2.7% of their software · price +$11.9M$140M−$6.1M
- IntuitINTU207,023 shares · 2.6% of their software · price +$21.5M$133M+$1.6M
- SynopsysSNPS323,540 shares · 2.3% of their software · price +$22.4M$119M+$7.7M
- BroadridgeBR565,486 shares · 2.0% of their software · price +$9.1M$103M−$4.2M
- SnowflakeSNOW270,261 shares · 1.8% of their software · price +$9.8M$91.6MFlat
- Automatic Data Processing, Inc.ADP362,200 shares · 1.7% of their software · price +$16.9M$89.3M−$2.5M
- DatadogDDOG451,830 shares · 1.6% of their software · price +$16.6M$80.5M−$3.2M
- TwilioTWLO301,843 shares · 1.5% of their software · price −$16.8M$79.5M+$6.5M
- CoStarCSGP882,225 shares · 1.4% of their software · price −$6.2M$69.7M+$6.5M
- ServiceNowNOW101,911 shares · 1.3% of their software · price +$2.7M$66.2M−$1.3M
- ZoomZM335,006 shares · 1.2% of their software · price −$26.0M$61.6M−$3.1M
- Paychex, Inc.PAYX415,643 shares · 1.1% of their software · price +$10.0M$56.7M−$787K
- VeriskVRSK202,074 shares · 0.9% of their software · price +$5.8M$46.2M−$3.2M
- VeevaVEEV169,846 shares · 0.8% of their software · price −$5.6M$43.4M+$11.9M
- CadenceCDNS200,867 shares · 0.7% of their software · price +$7.0M$37.4M−$650K
- Fiserv, Inc.FISV360,019 shares · 0.7% of their software · price −$1.7M$37.4M−$2.4M
- AutodeskADSK128,160 shares · 0.7% of their software · price −$510K$36.0M+$1.5M
- NetApp, Inc.NTAP363,877 shares · 0.7% of their software · price +$811K$33.5M−$2.3M
- Block, Inc.XYZ202,985 shares · 0.6% of their software · price −$15.9M$32.8M−$1.9M
- Tyler TechnologiesTYL57,090 shares · 0.6% of their software · price +$4.5M$30.7M−$3.2M
- Palo Alto NetworksPANW53,025 shares · 0.6% of their software · price +$4.1M$29.5M−$3.1M
- VeriSign, Inc.VRSN109,474 shares · 0.5% of their software · price +$5.3M$27.8M+$6.9M
- Roper Technologies, Inc.ROP54,388 shares · 0.5% of their software · price +$2.5M$26.8M−$676K
- Uber Technologies, Inc.UBER603,598 shares · 0.5% of their software · price −$1.7M$25.3M−$502K
- Gen DigitalGEN915,557 shares · 0.5% of their software · price +$623K$23.8M+$7.7M
- Lyft, Inc.LYFT551,321 shares · 0.5% of their software · price −$6.0M$23.6M−$2.4M
- Check PointCHKP190,886 shares · 0.4% of their software · price +$672K$22.2M+$934K
- AkamaiAKAM178,183 shares · 0.4% of their software · price +$2.2M$20.9M+$3.9M
- CrowdStrikeCRWD100,059 shares · 0.4% of their software · price −$4.1M$20.5MFlat
- CertaraCERT668,820 shares · 0.4% of their software · price −$3.1M$19.0M+$21.5M
- SS&CSSNC229,060 shares · 0.4% of their software · price +$2.9M$18.8M−$624K
- FactSetFDS34,303 shares · 0.3% of their software · price +$3.1M$16.7M+$2.7M
- MongoDBMDB30,940 shares · 0.3% of their software · price +$1.8M$16.4M+$1.1M
- PalantirPLTR812,996 shares · 0.3% of their software · price −$4.7M$14.8M−$636K
- DocuSignDOCU96,922 shares · 0.3% of their software · price −$10.2M$14.8M−$690K
- HubSpotHUBS22,174 shares · 0.3% of their software$14.6MFlat
- ZscalerZS44,092 shares · 0.3% of their software · price +$2.6M$14.2MFlat
- OktaOKTA61,285 shares · 0.3% of their software · price −$807K$13.7MFlat
- PaycomPAYC31,666 shares · 0.3% of their software · price −$2.6M$13.1M−$671K
- CourseraCOUR471,340 shares · 0.2% of their software · price −$3.4M$11.5M+$2.6M
- Q2QTWO141,490 shares · 0.2% of their software$11.2M−$1.2M
- TrimbleTRMB125,469 shares · 0.2% of their software · price +$620K$10.9MFlat
- F5, Inc.FFIV44,606 shares · 0.2% of their software · price +$2.0M$10.9M−$503K
- AppianAPPN164,480 shares · 0.2% of their software · price −$4.5M$10.7M−$1.6M
- BILLBILL37,094 shares · 0.2% of their software · price −$660K$9.2MNew · +$9.9M
- Fair IsaacFICO16,682 shares · 0.1% of their software · price +$596K$7.2M+$611K
- RingCentralRNG38,214 shares · 0.1% of their software · price −$1.2M$7.2MFlat
- GoDaddyGDDY84,069 shares · 0.1% of their software · price +$1.3M$7.1MFlat
- ZoomInfoZI110,107 shares · 0.1% of their software$7.1MNew
- PTCPTC57,179 shares · 0.1% of their software$6.9MFlat
- DropboxDBX239,256 shares · 0.1% of their software · price −$1.1M$5.9MFlat
- DuolingoDUOL54,650 shares · 0.1% of their software · price −$3.3M$5.8M+$5.4M
- DynatraceDT91,267 shares · 0.1% of their software · price −$969K$5.5MFlat
- Bentley SystemsBSY97,851 shares · 0.1% of their software · price −$1.2M$4.7MFlat
- GuidewireGWRE39,884 shares · 0.1% of their software$4.5M−$1.3M
- WixWIX28,159 shares · 0.1% of their software · price −$1.1M$4.4MFlat
- UnityU29,975 shares · 0.1% of their software · price +$502K$4.3M−$1.0M
- AsanaASAN32,846 shares · 0.0% of their software · price −$962K$2.4MNew · +$3.4M
- CommvaultCVLT20,912 shares · 0.0% of their software$1.4M+$517K
- VaronisVRNS15,135 shares · 0.0% of their software$738KFlat
- TeradataTDC14,094 shares · 0.0% of their software$599K−$878K
- Amdocs LimitedDOX7,927 shares · 0.0% of their software$593KFlat
- Alarm.com Holdings, Inc.ALRM6,761 shares · 0.0% of their software$573KNew · +$529K
- NetScout Systems, Inc.NTCT16,031 shares · 0.0% of their software$530KFlat
- Kingsoft Cloud Holdings LimitedKC18,640 shares · 0.0% of their software$294KFlat
- Consensus Cloud Solutions, Inc.CCSI5,000 shares · 0.0% of their software$289KNew · Flat
- OpenTextOTEX3,776 shares · 0.0% of their software$289KFlat
- Agora, Inc.API14,085 shares · 0.0% of their software$228KFlat
- BlackBerry LimitedBB7,876 shares · 0.0% of their software$119KFlat
- WEX Inc.WEX450 shares · 0.0% of their software$63KFlat
- LightspeedLSPD536 shares · 0.0% of their software$35KNew · Flat