Generalist · Tokyo, Japan
Mitsubishi Ufj Trust & Banking
Q3 2024 · compared with Q2 2024
Filed as Mitsubishi Ufj Trust & Banking Corp
- Software
- $4.8B
- Weight of 13F
- 11.0%
- Names
- 77
- Net bought
- −$48.9M
Filed 12 November 2024 · SEC filing.
1,058 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
- MicrosoftMSFT4,503,678 shares · 40.2% of their software · price −$75.0M$1.9B−$55.9M
- FortinetFTNT2,194,910 shares · 3.5% of their software · price +$37.9M$170M−$18.6M
- OracleORCL957,057 shares · 3.4% of their software · price +$27.9M$163M+$1.4M
- SalesforceCRM592,098 shares · 3.4% of their software · price +$9.8M$162M−$9.4M
- AdobeADBE299,962 shares · 3.2% of their software · price −$11.3M$155M−$26.8M
- The Trade DeskTTD1,174,228 shares · 2.7% of their software · price +$14.1M$129M+$4.1M
- IntuitINTU197,840 shares · 2.6% of their software · price −$7.2M$123M−$13.3M
- ServiceNowNOW126,521 shares · 2.3% of their software · price +$13.6M$113M+$2.4M
- Roper Technologies, Inc.ROP180,300 shares · 2.1% of their software · price −$1.3M$100M+$8.8M
- CloudflareNET1,032,094 shares · 1.7% of their software · price −$2.0M$83.5M−$4.1M
- Automatic Data Processing, Inc.ADP295,433 shares · 1.7% of their software · price +$11.2M$81.8M+$4.3M
- ShopifySHOP934,774 shares · 1.6% of their software · price +$13.2M$74.9M−$4.6M
- Palo Alto NetworksPANW198,219 shares · 1.4% of their software · price +$553K$67.8M−$1.6M
- Uber Technologies, Inc.UBER881,933 shares · 1.4% of their software · price +$2.2M$66.3MFlat
- NetApp, Inc.NTAP523,500 shares · 1.3% of their software · price −$2.8M$64.7M−$4.6M
- CadenceCDNS218,328 shares · 1.2% of their software · price −$8.0M$59.2MFlat
- WorkdayWDAY226,625 shares · 1.1% of their software · price +$4.7M$55.4M−$1.0M
- Fiserv, Inc.FISV293,715 shares · 1.1% of their software · price +$9.0M$52.8M−$3.0M
- Check PointCHKP269,523 shares · 1.1% of their software · price +$7.5M$52.0M−$6.6M
- GoDaddyGDDY325,565 shares · 1.1% of their software · price +$5.6M$51.0M−$3.4M
- DatadogDDOG442,127 shares · 1.1% of their software · price −$6.5M$50.9M−$3.2M
- SynopsysSNPS96,190 shares · 1.0% of their software · price −$8.5M$48.7MFlat
- AutodeskADSK168,845 shares · 1.0% of their software · price +$4.7M$46.5M+$2.8M
- VeevaVEEV219,781 shares · 1.0% of their software · price +$5.9M$46.1M−$4.6M
- F5, Inc.FFIV207,012 shares · 0.9% of their software · price +$9.9M$45.6M+$2.1M
- Block, Inc.XYZ670,536 shares · 0.9% of their software · price +$1.8M$45.0M−$1.4M
- CoStarCSGP586,744 shares · 0.9% of their software · price +$763K$44.3M−$3.1M
- AtlassianTEAM265,077 shares · 0.9% of their software · price −$4.8M$42.1M−$6.3M
- SamsaraIOT852,802 shares · 0.9% of their software · price +$12.3M$41.0M+$6.1M
- CrowdStrikeCRWD136,088 shares · 0.8% of their software · price −$14.0M$38.2M+$9.7M
- PalantirPLTR943,809 shares · 0.7% of their software · price +$11.2M$35.1M+$1.3M
- AppLovinAPP252,278 shares · 0.7% of their software · price +$11.9M$32.9MFlat
- Fair IsaacFICO16,365 shares · 0.7% of their software · price +$7.4M$31.8M−$1.8M
- Manhattan AssociatesMANH99,901 shares · 0.6% of their software · price +$3.5M$28.1M−$3.6M
- Paychex, Inc.PAYX208,464 shares · 0.6% of their software · price +$3.3M$28.0MFlat
- ZoomZM398,878 shares · 0.6% of their software · price +$4.2M$27.8M−$6.8M
- Gen DigitalGEN915,363 shares · 0.5% of their software · price +$2.2M$25.1MFlat
- VeriskVRSK92,290 shares · 0.5% of their software$24.7M−$660K
- AkamaiAKAM243,804 shares · 0.5% of their software · price +$2.7M$24.6MFlat
- VeriSign, Inc.VRSN127,365 shares · 0.5% of their software · price +$1.5M$24.2M+$1.4M
- PaycomPAYC124,556 shares · 0.4% of their software · price +$2.9M$20.7M+$886K
- DropboxDBX793,999 shares · 0.4% of their software · price +$2.4M$20.2M+$5.5M
- BroadridgeBR92,654 shares · 0.4% of their software · price +$1.7M$19.9M+$4.5M
- SS&CSSNC258,471 shares · 0.4% of their software · price +$3.0M$19.2MFlat
- MongoDBMDB62,071 shares · 0.3% of their software · price +$1.3M$16.8M+$1.5M
- HubSpotHUBS30,362 shares · 0.3% of their software · price −$1.8M$16.1M+$3.0M
- SnowflakeSNOW138,453 shares · 0.3% of their software · price −$2.8M$15.9MFlat
- PTCPTC79,902 shares · 0.3% of their software$14.4M−$736K
- DoximityDOCS306,841 shares · 0.3% of their software · price +$4.8M$13.4MFlat
- TwilioTWLO197,456 shares · 0.3% of their software · price +$1.7M$12.9M+$5.0M
- DocuSignDOCU200,521 shares · 0.3% of their software · price +$1.7M$12.5M−$1.2M
- Tyler TechnologiesTYL20,676 shares · 0.3% of their software · price +$1.7M$12.1MFlat
- Strategy IncMSTR71,424 shares · 0.3% of their software · price −$86.3M$12.0M+$88.6M
- FactSetFDS25,937 shares · 0.2% of their software · price +$1.3M$11.9M−$6.0M
- Corpay, Inc.CPAY31,359 shares · 0.2% of their software · price +$1.5M$9.8M−$636K
- DuolingoDUOL33,108 shares · 0.2% of their software · price +$2.4M$9.3MFlat
- ZscalerZS43,071 shares · 0.2% of their software · price −$915K$7.4MFlat
- TrimbleTRMB115,356 shares · 0.1% of their software · price +$712K$7.2MFlat
- Endava plcDAVA280,194 shares · 0.1% of their software · price −$1.0M$7.2MFlat
- DynatraceDT129,493 shares · 0.1% of their software · price +$1.1M$6.9MFlat
- Karooooo Ltd.KARO163,347 shares · 0.1% of their software · price +$1.7M$6.5MFlat
- OpenTextOTEX188,601 shares · 0.1% of their software · price +$611K$6.3MFlat
- TeradataTDC191,971 shares · 0.1% of their software · price −$810K$5.8M+$2.9M
- OktaOKTA72,217 shares · 0.1% of their software · price −$1.4M$5.4MFlat
- monday.comMNDY17,908 shares · 0.1% of their software · price +$663K$5.0MFlat
- ToastTOST160,847 shares · 0.1% of their software$4.6MFlat
- Bentley SystemsBSY79,804 shares · 0.1% of their software$4.1MFlat
- WixWIX24,173 shares · 0.1% of their software$4.0MFlat
- Grab Holdings LimitedGRAB977,826 shares · 0.1% of their software$3.7MFlat
- Upbound Group, Inc.UPBD101,405 shares · 0.1% of their software$3.2M+$3.0M
- PagSeguro Digital Ltd.PAGS278,039 shares · 0.0% of their software · price −$856K$2.4MNew · +$3.3M
- Amdocs LimitedDOX27,227 shares · 0.0% of their software$2.4MFlat
- Global-EGLBE45,180 shares · 0.0% of their software$1.7MFlat
- StoneCo Ltd.STNE83,454 shares · 0.0% of their software$940KNew · +$1.0M
- BoxBOX17,669 shares · 0.0% of their software$578KNew · Flat
- Sabre CorporationSABR121,521 shares · 0.0% of their software$446KNew · Flat
- Lyft, Inc.LYFT9,702 shares · 0.0% of their software$124KFlat
