Generalist · Tokyo, Japan
Mitsubishi Ufj Trust & Banking
Q1 2022 · compared with Q4 2021
Filed as Mitsubishi Ufj Trust & Banking Corp
- Software
- $4.3B
- Weight of 13F
- 9.7%
- Names
- 77
- Net bought
- −$192M
Filed 12 May 2022 · SEC filing.
1,335 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
- MicrosoftMSFT5,130,477 shares · 37.2% of their software · price −$144M$1.6B−$54.6M
- FortinetFTNT588,560 shares · 4.7% of their software · price −$10.4M$201M−$70.7M
- CloudflareNET1,421,354 shares · 4.0% of their software · price −$16.8M$170M−$8.5M
- SalesforceCRM749,987 shares · 3.7% of their software · price −$31.4M$159M−$9.6M
- AdobeADBE334,583 shares · 3.6% of their software · price −$37.3M$152M−$3.2M
- The Trade DeskTTD2,148,549 shares · 3.5% of their software · price −$48.1M$149M−$3.7M
- OracleORCL1,739,209 shares · 3.4% of their software · price −$7.8M$144M−$9.3M
- WorkdayWDAY431,713 shares · 2.4% of their software · price −$14.6M$103M−$22.1M
- SynopsysSNPS306,132 shares · 2.4% of their software · price −$10.8M$102M−$6.4M
- ShopifySHOP147,371 shares · 2.3% of their software · price −$103M$99.6M−$7.7M
- IntuitINTU196,705 shares · 2.2% of their software · price −$31.9M$94.6M−$6.6M
- BroadridgeBR566,057 shares · 2.1% of their software · price −$15.3M$88.1MFlat
- Automatic Data Processing, Inc.ADP353,483 shares · 1.9% of their software · price −$6.7M$80.4M−$2.1M
- DatadogDDOG459,226 shares · 1.6% of their software · price −$12.2M$69.6M+$1.3M
- SnowflakeSNOW267,347 shares · 1.4% of their software · price −$29.3M$61.3M−$987K
- CoStarCSGP876,157 shares · 1.4% of their software · price −$10.9M$58.4MFlat
- ServiceNowNOW97,678 shares · 1.3% of their software · price −$9.0M$54.4M−$2.7M
- Paychex, Inc.PAYX397,918 shares · 1.3% of their software$54.3M−$2.4M
- VeevaVEEV251,296 shares · 1.3% of their software · price −$10.8M$53.4M+$20.8M
- TwilioTWLO298,164 shares · 1.2% of their software · price −$29.4M$49.1M−$969K
- VeriskVRSK199,915 shares · 1.0% of their software · price −$2.8M$42.9MFlat
- ZoomZM323,772 shares · 0.9% of their software · price −$21.6M$38.0M−$2.1M
- Fiserv, Inc.FISV343,994 shares · 0.8% of their software · price −$822K$34.9M−$1.7M
- CadenceCDNS196,582 shares · 0.8% of their software · price −$4.3M$32.3M−$799K
- Block, Inc.XYZ237,527 shares · 0.8% of their software · price −$6.2M$32.2M+$5.6M
- Palo Alto NetworksPANW51,277 shares · 0.8% of their software · price +$3.4M$31.9M−$973K
- NetApp, Inc.NTAP348,662 shares · 0.7% of their software · price −$3.1M$28.9M−$1.4M
- AutodeskADSK124,232 shares · 0.6% of their software · price −$8.3M$26.6M−$1.1M
- Check PointCHKP185,040 shares · 0.6% of their software · price +$4.0M$25.6M−$681K
- Uber Technologies, Inc.UBER689,847 shares · 0.6% of their software · price −$4.3M$24.6M+$3.6M
- Roper Technologies, Inc.ROP51,064 shares · 0.6% of their software · price −$1.0M$24.1M−$1.6M
- Tyler TechnologiesTYL53,348 shares · 0.6% of their software · price −$5.0M$23.7M−$2.0M
- Gen DigitalGEN864,720 shares · 0.5% of their software$22.9M−$1.3M
- VeriSign, Inc.VRSN101,941 shares · 0.5% of their software · price −$3.2M$22.7M−$1.9M
- CrowdStrikeCRWD97,714 shares · 0.5% of their software · price +$2.2M$22.2MFlat
- SS&CSSNC290,720 shares · 0.5% of their software · price −$2.0M$21.8M+$5.1M
- AkamaiAKAM174,531 shares · 0.5% of their software$20.8MFlat
- FactSetFDS34,881 shares · 0.4% of their software · price −$1.8M$15.1MFlat
- CertaraCERT665,900 shares · 0.3% of their software · price −$4.6M$14.3MFlat
- DropboxDBX584,293 shares · 0.3% of their software · price −$754K$13.6M+$8.5M
- MongoDBMDB30,609 shares · 0.3% of their software · price −$2.6M$13.6MFlat
- CourseraCOUR479,870 shares · 0.3% of their software · price −$672K$11.1MFlat
- HubSpotHUBS23,190 shares · 0.3% of their software · price −$4.3M$11.0M+$670K
- OktaOKTA69,799 shares · 0.2% of their software · price −$5.1M$10.5M+$1.9M
- ZscalerZS43,431 shares · 0.2% of their software · price −$3.5M$10.5MFlat
- PaycomPAYC30,139 shares · 0.2% of their software · price −$2.1M$10.4M−$634K
- PalantirPLTR756,386 shares · 0.2% of their software · price −$3.4M$10.4M−$1.0M
- DocuSignDOCU96,881 shares · 0.2% of their software · price −$4.4M$10.4MFlat
- AppianAPPN167,530 shares · 0.2% of their software · price −$735K$10.2MFlat
- F5, Inc.FFIV43,661 shares · 0.2% of their software · price −$1.6M$9.1MFlat
- OpenTextOTEX213,104 shares · 0.2% of their software · price −$1.1M$9.0M+$9.9M
- Q2QTWO143,930 shares · 0.2% of their software · price −$2.6M$8.9MFlat
- TrimbleTRMB119,382 shares · 0.2% of their software · price −$1.8M$8.6M−$531K
- BILLBILL36,603 shares · 0.2% of their software · price −$818K$8.3MFlat
- ZoomInfoZI134,926 shares · 0.2% of their software$8.1M—
- Fair IsaacFICO15,960 shares · 0.2% of their software · price +$523K$7.4MFlat
- GoDaddyGDDY79,773 shares · 0.2% of their software$6.7MFlat
- PTCPTC55,928 shares · 0.1% of their software · price −$751K$6.0MFlat
- DuolingoDUOL56,720 shares · 0.1% of their software · price −$624K$5.4MFlat
- Lyft, Inc.LYFT122,101 shares · 0.1% of their software · price −$529K$4.7M−$18.3M
- RingCentralRNG37,136 shares · 0.1% of their software · price −$2.6M$4.4MFlat
- Bentley SystemsBSY94,693 shares · 0.1% of their software$4.2MFlat
- DynatraceDT85,917 shares · 0.1% of their software · price −$1.1M$4.0MFlat
- GuidewireGWRE37,755 shares · 0.1% of their software · price −$714K$3.6MFlat
- WixWIX26,868 shares · 0.1% of their software · price −$1.4M$2.8MFlat
- UnityU26,649 shares · 0.1% of their software · price −$1.2M$2.6MFlat
- Grab Holdings LimitedGRAB519,033 shares · 0.0% of their software · price −$1.9M$1.8MNew · +$3.7M
- AsanaASAN31,769 shares · 0.0% of their software · price −$1.1M$1.3MFlat
- CommvaultCVLT17,666 shares · 0.0% of their software$1.2MFlat
- TeradataTDC15,594 shares · 0.0% of their software$769KFlat
- Amdocs LimitedDOX8,427 shares · 0.0% of their software$693KFlat
- NetScout Systems, Inc.NTCT13,731 shares · 0.0% of their software$440KFlat
- Consensus Cloud Solutions, Inc.CCSI5,000 shares · 0.0% of their software$301KFlat
- WEX Inc.WEX950 shares · 0.0% of their software$170KFlat
- Kingsoft Cloud Holdings LimitedKC18,640 shares · 0.0% of their software$113KFlat
- BlackBerry LimitedBB12,876 shares · 0.0% of their software$95KFlat
- LightspeedLSPD336 shares · 0.0% of their software$10KFlat