Generalist · Tokyo, Japan
Mitsubishi Ufj Trust & Banking
Q3 2023 · compared with Q2 2023
Filed as Mitsubishi Ufj Trust & Banking Corp
- Software
- $4.3B
- Weight of 13F
- 10.8%
- Names
- 83
- Net bought
- −$123M
Filed 9 November 2023 · SEC filing.
1,151 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
- MicrosoftMSFT5,553,961 shares · 40.7% of their software · price −$138M$1.8B−$79.5M
- AdobeADBE422,020 shares · 5.0% of their software · price +$8.8M$215M−$3.7M
- FortinetFTNT2,583,309 shares · 3.5% of their software · price −$43.7M$152M+$11.6M
- SalesforceCRM727,952 shares · 3.4% of their software · price −$6.2M$148M−$2.6M
- The Trade DeskTTD1,770,428 shares · 3.2% of their software · price +$1.6M$138M−$3.4M
- OracleORCL1,253,023 shares · 3.1% of their software · price −$16.5M$133M−$20.0M
- IntuitINTU183,332 shares · 2.2% of their software · price +$9.7M$93.7M−$3.1M
- CloudflareNET1,348,213 shares · 2.0% of their software · price −$3.1M$85.0M−$2.1M
- Automatic Data Processing, Inc.ADP331,593 shares · 1.9% of their software · price +$6.9M$79.8M−$1.5M
- ShopifySHOP1,398,124 shares · 1.8% of their software · price −$14.0M$76.3M−$1.3M
- BroadridgeBR409,865 shares · 1.7% of their software · price +$5.5M$73.4M−$851K
- SynopsysSNPS153,995 shares · 1.6% of their software · price +$3.6M$70.7M−$4.9M
- CadenceCDNS287,471 shares · 1.6% of their software$67.4M+$2.6M
- ServiceNowNOW118,449 shares · 1.5% of their software$66.2M−$3.2M
- AtlassianTEAM317,084 shares · 1.5% of their software · price +$10.7M$63.9M−$1.8M
- CoStarCSGP820,648 shares · 1.5% of their software · price −$9.9M$63.1M−$854K
- WorkdayWDAY267,363 shares · 1.3% of their software · price −$3.0M$57.4M−$1.7M
- SnowflakeSNOW374,521 shares · 1.3% of their software · price −$8.7M$57.2MFlat
- Roper Technologies, Inc.ROP114,156 shares · 1.3% of their software$55.3M+$2.2M
- DatadogDDOG569,895 shares · 1.2% of their software · price −$4.2M$51.9M−$1.8M
- Uber Technologies, Inc.UBER1,044,167 shares · 1.1% of their software · price +$2.9M$48.0M−$807K
- Palo Alto NetworksPANW203,027 shares · 1.1% of their software · price −$4.3M$47.6M−$3.8M
- Fiserv, Inc.FISV395,083 shares · 1.0% of their software · price −$5.2M$44.6M−$1.2M
- AutodeskADSK210,556 shares · 1.0% of their software$43.6M+$1.4M
- Paychex, Inc.PAYX325,916 shares · 0.9% of their software · price +$1.1M$37.6M+$3.4M
- VeevaVEEV182,624 shares · 0.9% of their software · price +$1.0M$37.2M+$4.3M
- Check PointCHKP244,907 shares · 0.8% of their software · price +$1.9M$32.6M−$2.4M
- AkamaiAKAM238,604 shares · 0.6% of their software · price +$4.0M$25.4M−$4.0M
- Fair IsaacFICO29,180 shares · 0.6% of their software · price +$1.7M$25.3M+$1.7M
- NetApp, Inc.NTAP323,054 shares · 0.6% of their software$24.5M−$3.0M
- VeriSign, Inc.VRSN119,181 shares · 0.6% of their software · price −$2.8M$24.1M+$1.0M
- VeriskVRSK93,684 shares · 0.5% of their software · price +$957K$22.1MFlat
- FactSetFDS50,063 shares · 0.5% of their software · price +$1.8M$21.9M+$1.1M
- DropboxDBX787,169 shares · 0.5% of their software$21.4M−$2.8M
- CrowdStrikeCRWD125,933 shares · 0.5% of their software · price +$2.6M$21.1MFlat
- Block, Inc.XYZ433,168 shares · 0.4% of their software · price −$9.7M$19.2M−$594K
- Gen DigitalGEN1,069,829 shares · 0.4% of their software · price −$931K$18.9M−$3.8M
- PalantirPLTR1,013,628 shares · 0.4% of their software · price +$679K$16.2MFlat
- HubSpotHUBS30,245 shares · 0.3% of their software · price −$1.2M$14.9M−$1.3M
- SS&CSSNC273,376 shares · 0.3% of their software · price −$2.2M$14.4M−$3.1M
- SamsaraIOT565,270 shares · 0.3% of their software · price −$1.4M$14.3M−$872K
- MongoDBMDB39,465 shares · 0.3% of their software · price −$2.6M$13.6MFlat
- ZoomZM165,915 shares · 0.3% of their software$11.6MFlat
- GitLabGTLB234,350 shares · 0.2% of their software · price −$1.4M$10.6MFlat
- DoximityDOCS480,510 shares · 0.2% of their software · price −$6.2M$10.2MFlat
- PTCPTC71,355 shares · 0.2% of their software$10.1MFlat
- PaycomPAYC35,818 shares · 0.2% of their software · price −$2.2M$9.3MFlat
- TwilioTWLO156,329 shares · 0.2% of their software · price −$796K$9.1MFlat
- Tyler TechnologiesTYL22,655 shares · 0.2% of their software · price −$687K$8.7M−$808K
- Manhattan AssociatesMANH43,890 shares · 0.2% of their software$8.7M+$7.1M
- DuolingoDUOL51,920 shares · 0.2% of their software · price +$1.2M$8.6MFlat
- CourseraCOUR443,610 shares · 0.2% of their software · price +$2.5M$8.3MFlat
- ZscalerZS52,453 shares · 0.2% of their software$8.2MFlat
- DocuSignDOCU192,372 shares · 0.2% of their software · price −$1.7M$8.1M+$1.4M
- F5, Inc.FFIV50,108 shares · 0.2% of their software · price +$746K$8.1MFlat
- Endava plcDAVA134,303 shares · 0.2% of their software · price +$747K$7.7M+$1.2M
- CertaraCERT510,210 shares · 0.2% of their software · price −$1.9M$7.4MFlat
- TrimbleTRMB136,208 shares · 0.2% of their software$7.3M−$576K
- GoDaddyGDDY98,393 shares · 0.2% of their software$7.3M−$610K
- OktaOKTA86,907 shares · 0.2% of their software · price +$1.1M$7.1MFlat
- Bentley SystemsBSY130,434 shares · 0.2% of their software · price −$531K$6.5MFlat
- DynatraceDT139,727 shares · 0.2% of their software · price −$662K$6.5M+$990K
- OpenTextOTEX176,342 shares · 0.1% of their software · price −$1.1M$6.2M−$2.7M
- BILLBILL53,746 shares · 0.1% of their software$5.8MFlat
- PaylocityPCTY29,964 shares · 0.1% of their software$5.4MFlat
- WixWIX48,264 shares · 0.1% of their software · price +$654K$4.4MFlat
- UnityU128,646 shares · 0.1% of their software · price −$1.5M$4.0MFlat
- Grab Holdings LimitedGRAB1,063,891 shares · 0.1% of their software$3.8MFlat
- UiPathPATH201,307 shares · 0.1% of their software$3.4MFlat
- ToastTOST166,461 shares · 0.1% of their software · price −$639K$3.1MFlat
- Karooooo Ltd.KARO147,147 shares · 0.1% of their software · price −$514K$2.9MFlat
- TeradataTDC62,540 shares · 0.1% of their software · price −$525K$2.8M+$674K
- ZoomInfoZI154,228 shares · 0.1% of their software$2.5M—
- Global-EGLBE48,312 shares · 0.0% of their software$1.9MNew · +$2.0M
- monday.comMNDY11,206 shares · 0.0% of their software$1.8MFlat
- Amdocs LimitedDOX19,803 shares · 0.0% of their software$1.7M+$1.2M
- QualysQLYS4,584 shares · 0.0% of their software$699KFlat
- NetScout Systems, Inc.NTCT12,040 shares · 0.0% of their software$337KFlat
- WEX Inc.WEX1,618 shares · 0.0% of their software$304KFlat
- AppLovinAPP7,614 shares · 0.0% of their software$304KNew · Flat
- DescartesDSGX300 shares · 0.0% of their software$22KFlat
- Rackspace Technology, Inc.RXT3,524 shares · 0.0% of their software$8KNew · Flat
- Lyft, Inc.LYFT732 shares · 0.0% of their software$8KNew · Flat