Generalist · Tokyo, Japan
Mitsubishi Ufj Trust & Banking
Q4 2023 · compared with Q3 2023
Filed as Mitsubishi Ufj Trust & Banking Corp
- Software
- $4.9B
- Weight of 13F
- 11.4%
- Names
- 83
- Net bought
- −$184M
Filed 9 February 2024 · SEC filing.
1,095 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
- MicrosoftMSFT5,281,981 shares · 40.9% of their software · price +$318M$2.0B−$85.9M
- AdobeADBE394,183 shares · 4.8% of their software · price +$34.2M$235M−$14.2M
- FortinetFTNT2,801,414 shares · 3.4% of their software$164M+$12.8M
- SalesforceCRM589,537 shares · 3.2% of their software · price +$35.6M$155M−$28.1M
- IntuitINTU186,205 shares · 2.4% of their software · price +$21.2M$116M+$1.5M
- OracleORCL1,075,812 shares · 2.3% of their software · price −$527K$113M−$18.8M
- CloudflareNET1,272,627 shares · 2.2% of their software · price +$25.7M$106M−$4.8M
- The Trade DeskTTD1,463,417 shares · 2.2% of their software · price −$9.1M$105M−$24.0M
- ShopifySHOP1,288,390 shares · 2.1% of their software · price +$30.1M$100M−$6.0M
- ServiceNowNOW128,863 shares · 1.9% of their software · price +$19.0M$91.0M+$5.8M
- SynopsysSNPS151,664 shares · 1.6% of their software · price +$8.5M$78.1M−$1.1M
- AtlassianTEAM321,492 shares · 1.6% of their software · price +$11.7M$76.5M+$888K
- CadenceCDNS275,470 shares · 1.5% of their software · price +$10.5M$75.0M−$2.8M
- Roper Technologies, Inc.ROP136,303 shares · 1.5% of their software · price +$8.3M$74.3M+$10.7M
- SnowflakeSNOW363,332 shares · 1.5% of their software · price +$16.8M$72.3M−$1.7M
- WorkdayWDAY259,969 shares · 1.5% of their software · price +$15.9M$71.8M−$1.6M
- Automatic Data Processing, Inc.ADP307,286 shares · 1.5% of their software · price −$2.3M$71.6M−$5.8M
- DatadogDDOG536,386 shares · 1.3% of their software · price +$16.2M$65.1M−$3.1M
- CoStarCSGP737,720 shares · 1.3% of their software · price +$7.7M$64.5M−$6.4M
- Uber Technologies, Inc.UBER1,023,927 shares · 1.3% of their software · price +$16.0M$63.0M−$931K
- Palo Alto NetworksPANW191,894 shares · 1.2% of their software · price +$11.6M$56.6M−$2.6M
- Block, Inc.XYZ668,942 shares · 1.1% of their software · price +$22.1M$51.7M+$10.4M
- Fiserv, Inc.FISV368,577 shares · 1.0% of their software · price +$7.3M$49.0M−$3.0M
- BroadridgeBR235,568 shares · 1.0% of their software · price +$6.3M$48.5M−$31.2M
- Check PointCHKP271,008 shares · 0.9% of their software · price +$5.3M$41.4M+$3.5M
- AutodeskADSK164,738 shares · 0.8% of their software · price +$6.0M$40.1M−$9.5M
- VeevaVEEV203,541 shares · 0.8% of their software · price −$2.2M$39.2M+$4.3M
- NetApp, Inc.NTAP402,778 shares · 0.7% of their software · price +$4.9M$35.5M+$6.0M
- VeriSign, Inc.VRSN157,196 shares · 0.7% of their software · price +$539K$32.4M+$7.7M
- CrowdStrikeCRWD126,346 shares · 0.7% of their software · price +$11.1M$32.3MFlat
- Paychex, Inc.PAYX247,266 shares · 0.6% of their software · price +$935K$29.5M−$9.1M
- AkamaiAKAM248,323 shares · 0.6% of their software · price +$2.9M$29.4M+$1.0M
- Fair IsaacFICO24,184 shares · 0.6% of their software · price +$7.1M$28.1M−$4.3M
- MongoDBMDB67,364 shares · 0.6% of their software · price +$4.2M$27.5M+$9.6M
- VeriskVRSK98,731 shares · 0.5% of their software$23.6M+$1.2M
- Gen DigitalGEN1,002,134 shares · 0.5% of their software · price +$5.2M$22.9M−$1.2M
- FactSetFDS44,659 shares · 0.4% of their software · price +$1.8M$21.3M−$2.4M
- DropboxDBX673,154 shares · 0.4% of their software · price +$1.5M$19.8M−$3.1M
- SamsaraIOT555,950 shares · 0.4% of their software · price +$4.5M$18.6MFlat
- PalantirPLTR1,053,665 shares · 0.4% of their software · price +$1.2M$18.1M+$641K
- ZoomZM238,832 shares · 0.4% of their software$17.2M+$5.1M
- HubSpotHUBS28,156 shares · 0.3% of their software · price +$2.5M$16.3M−$1.0M
- SS&CSSNC265,840 shares · 0.3% of their software · price +$2.3M$16.2MFlat
- Manhattan AssociatesMANH70,221 shares · 0.3% of their software · price +$1.2M$15.1M+$5.2M
- PTCPTC84,151 shares · 0.3% of their software · price +$2.8M$14.7M+$1.8M
- F5, Inc.FFIV78,102 shares · 0.3% of their software · price +$1.4M$14.0M+$4.5M
- GitLabGTLB202,110 shares · 0.3% of their software · price +$3.6M$12.7M−$1.5M
- ZscalerZS53,958 shares · 0.2% of their software · price +$3.6M$12.0MFlat
- DoximityDOCS425,507 shares · 0.2% of their software · price +$2.9M$11.9M−$1.2M
- TwilioTWLO147,535 shares · 0.2% of their software · price +$2.6M$11.2M−$515K
- GoDaddyGDDY102,608 shares · 0.2% of their software · price +$3.3M$10.9MFlat
- DocuSignDOCU181,533 shares · 0.2% of their software · price +$3.2M$10.8MFlat
- Tyler TechnologiesTYL25,791 shares · 0.2% of their software · price +$825K$10.8M+$1.2M
- DuolingoDUOL44,420 shares · 0.2% of their software · price +$2.7M$10.1M−$1.2M
- Endava plcDAVA116,799 shares · 0.2% of their software · price +$2.4M$9.1M−$1.0M
- CertaraCERT480,720 shares · 0.2% of their software · price +$1.5M$8.5MFlat
- OktaOKTA90,679 shares · 0.2% of their software · price +$818K$8.2MFlat
- PaycomPAYC37,557 shares · 0.2% of their software · price −$2.0M$7.8MFlat
- WixWIX61,380 shares · 0.2% of their software · price +$1.9M$7.6M+$1.2M
- OpenTextOTEX175,642 shares · 0.2% of their software · price +$1.2M$7.4MFlat
- CourseraCOUR378,850 shares · 0.2% of their software$7.3M−$1.2M
- TrimbleTRMB137,157 shares · 0.2% of their software$7.3MFlat
- DynatraceDT132,044 shares · 0.1% of their software · price +$1.1M$7.2MFlat
- Bentley SystemsBSY115,986 shares · 0.1% of their software$6.1M−$725K
- UiPathPATH222,301 shares · 0.1% of their software · price +$1.7M$5.5MFlat
- UnityU134,150 shares · 0.1% of their software · price +$1.3M$5.5MFlat
- PaylocityPCTY27,235 shares · 0.1% of their software$4.5MFlat
- BILLBILL52,004 shares · 0.1% of their software · price −$1.4M$4.2MFlat
- Grab Holdings LimitedGRAB1,192,671 shares · 0.1% of their software$4.0MFlat
- Karooooo Ltd.KARO163,347 shares · 0.1% of their software · price +$717K$4.0MFlat
- ToastTOST170,582 shares · 0.1% of their software$3.1MFlat
- TeradataTDC63,603 shares · 0.1% of their software$2.8MFlat
- monday.comMNDY13,819 shares · 0.1% of their software$2.6MFlat
- Global-EGLBE46,756 shares · 0.0% of their software$1.9MFlat
- Amdocs LimitedDOX19,761 shares · 0.0% of their software$1.7MFlat
- QualysQLYS2,763 shares · 0.0% of their software$542KFlat
- Alarm.com Holdings, Inc.ALRM7,320 shares · 0.0% of their software$473KNew · Flat
- TenableTENB9,524 shares · 0.0% of their software$439KNew · Flat
- NetScout Systems, Inc.NTCT7,167 shares · 0.0% of their software$157KFlat
- AppLovinAPP2,619 shares · 0.0% of their software$104KFlat
- Rackspace Technology, Inc.RXT16,779 shares · 0.0% of their software$34KFlat
- DescartesDSGX300 shares · 0.0% of their software$25KFlat
- Lyft, Inc.LYFT732 shares · 0.0% of their software$11KFlat
