Generalist · Tokyo, Japan
Mitsubishi Ufj Trust & Banking
Q1 2025 · compared with Q4 2024
Filed as Mitsubishi Ufj Trust & Banking Corp
- Software
- $4.3B
- Weight of 13F
- 11.2%
- Names
- 78
- Net bought
- −$193M
Filed 9 May 2025 · SEC filing.
1,061 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
- MicrosoftMSFT4,286,070 shares · 37.4% of their software · price −$198M$1.6B−$27.9M
- SalesforceCRM570,125 shares · 3.6% of their software · price −$37.6M$153M+$10.7M
- OracleORCL949,715 shares · 3.1% of their software · price −$25.5M$133M+$4.8M
- AdobeADBE298,390 shares · 2.7% of their software · price −$18.2M$114MFlat
- IntuitINTU164,469 shares · 2.3% of their software · price −$2.4M$101M−$2.3M
- Roper Technologies, Inc.ROP170,817 shares · 2.3% of their software · price +$11.9M$101M−$4.2M
- CloudflareNET837,960 shares · 2.2% of their software · price +$4.2M$94.4M−$14.4M
- ServiceNowNOW113,739 shares · 2.1% of their software · price −$30.0M$90.6M−$5.1M
- PalantirPLTR986,304 shares · 1.9% of their software · price +$8.6M$83.2M+$5.1M
- AppLovinAPP308,026 shares · 1.9% of their software · price −$18.1M$81.6M+$10.7M
- ShopifySHOP817,090 shares · 1.8% of their software · price −$8.9M$78.0M−$16.8M
- Automatic Data Processing, Inc.ADP252,413 shares · 1.8% of their software · price +$3.2M$77.1M−$2.1M
- Palo Alto NetworksPANW377,400 shares · 1.5% of their software · price −$4.3M$64.4M−$3.5M
- Uber Technologies, Inc.UBER829,549 shares · 1.4% of their software · price +$10.4M$60.4M−$3.3M
- GoDaddyGDDY327,605 shares · 1.4% of their software · price −$5.6M$59.0M+$1.3M
- Fiserv, Inc.FISV262,146 shares · 1.3% of their software · price +$4.0M$57.9M−$2.2M
- The Trade DeskTTD1,054,108 shares · 1.3% of their software · price −$66.2M$57.7M−$5.2M
- Check PointCHKP235,887 shares · 1.2% of their software · price +$9.7M$53.8M−$2.0M
- F5, Inc.FFIV199,834 shares · 1.2% of their software · price +$3.0M$53.2M−$4.3M
- AtlassianTEAM249,025 shares · 1.2% of their software · price −$7.8M$52.8M−$3.2M
- WorkdayWDAY222,255 shares · 1.2% of their software · price −$5.4M$51.9M−$2.2M
- NetApp, Inc.NTAP562,195 shares · 1.1% of their software · price −$15.9M$49.4M+$2.2M
- DatadogDDOG490,115 shares · 1.1% of their software · price −$21.4M$48.6M+$2.1M
- AutodeskADSK180,963 shares · 1.1% of their software · price −$6.1M$47.4M+$3.0M
- CrowdStrikeCRWD131,989 shares · 1.1% of their software · price +$1.4M$46.5MFlat
- VeriSign, Inc.VRSN171,513 shares · 1.0% of their software · price +$8.0M$43.5M+$7.9M
- CadenceCDNS166,732 shares · 1.0% of their software · price −$7.7M$42.4M−$11.0M
- SynopsysSNPS97,779 shares · 1.0% of their software · price −$5.5M$41.9M−$2.0M
- CoStarCSGP516,769 shares · 1.0% of their software · price +$3.9M$40.9M−$1.7M
- PaycomPAYC178,909 shares · 0.9% of their software · price +$2.4M$39.1M+$13.8M
- Fair IsaacFICO20,413 shares · 0.9% of their software · price −$3.0M$37.6M+$3.6M
- Block, Inc.XYZ678,012 shares · 0.9% of their software · price −$20.8M$36.8M−$2.4M
- FortinetFTNT370,210 shares · 0.8% of their software · price +$659K$35.6M−$140M
- SamsaraIOT889,469 shares · 0.8% of their software · price −$4.8M$34.1M+$1.3M
- Paychex, Inc.PAYX208,727 shares · 0.7% of their software · price +$2.9M$32.2M+$964K
- Full Truck Alliance Co. Ltd.YMM2,313,058 shares · 0.7% of their software · price +$4.5M$29.5MNew · +$25.0M
- Strategy IncMSTR101,227 shares · 0.7% of their software$29.2M+$5.8M
- VeriskVRSK87,847 shares · 0.6% of their software · price +$1.9M$26.1M−$3.6M
- ZoomZM353,618 shares · 0.6% of their software · price −$2.8M$26.1MFlat
- Gen DigitalGEN975,069 shares · 0.6% of their software · price −$819K$25.9M+$1.3M
- Tyler TechnologiesTYL43,606 shares · 0.6% of their software$25.4M−$1.6M
- DropboxDBX859,478 shares · 0.5% of their software · price −$2.9M$23.0M−$1.3M
- SS&CSSNC261,066 shares · 0.5% of their software · price +$2.0M$21.8MFlat
- VeevaVEEV91,138 shares · 0.5% of their software · price +$1.9M$21.1M−$20.3M
- AkamaiAKAM252,896 shares · 0.5% of their software · price −$3.8M$20.4M+$952K
- SnowflakeSNOW133,451 shares · 0.5% of their software · price −$1.1M$19.5MFlat
- BroadridgeBR72,625 shares · 0.4% of their software · price +$1.2M$17.6MFlat
- Manhattan AssociatesMANH98,781 shares · 0.4% of their software · price −$9.6M$17.1MFlat
- HubSpotHUBS28,651 shares · 0.4% of their software · price −$3.6M$16.4MFlat
- DocuSignDOCU156,907 shares · 0.3% of their software · price −$1.3M$12.8M−$2.4M
- PTCPTC80,883 shares · 0.3% of their software · price −$2.3M$12.5M−$975K
- Corpay, Inc.CPAY34,763 shares · 0.3% of their software$12.1MFlat
- DoximityDOCS201,758 shares · 0.3% of their software · price +$936K$11.7M−$3.7M
- FactSetFDS22,983 shares · 0.2% of their software · price −$589K$10.4M−$818K
- DynatraceDT216,246 shares · 0.2% of their software · price −$1.6M$10.2MFlat
- MongoDBMDB55,835 shares · 0.2% of their software · price −$3.2M$9.8M−$565K
- NutanixNTNX134,799 shares · 0.2% of their software · price +$1.2M$9.4M−$864K
- ZscalerZS46,556 shares · 0.2% of their software · price +$838K$9.2M+$1.0M
- TwilioTWLO88,080 shares · 0.2% of their software · price −$896K$8.6M−$2.1M
- DuolingoDUOL27,359 shares · 0.2% of their software$8.5M−$678K
- TrimbleTRMB125,178 shares · 0.2% of their software · price −$627K$8.2MFlat
- OpenTextOTEX308,501 shares · 0.2% of their software · price −$944K$7.8M+$1.7M
- Endava plcDAVA387,557 shares · 0.2% of their software · price −$4.4M$7.6M+$2.5M
- OktaOKTA71,713 shares · 0.2% of their software · price +$1.9M$7.5MFlat
- Grab Holdings LimitedGRAB1,356,128 shares · 0.1% of their software$6.1M+$602K
- ToastTOST183,555 shares · 0.1% of their software · price −$602K$6.1MFlat
- TeradataTDC208,840 shares · 0.1% of their software · price −$1.8M$4.7MFlat
- WixWIX25,768 shares · 0.1% of their software · price −$1.3M$4.2M+$531K
- monday.comMNDY17,134 shares · 0.1% of their software$4.2M−$524K
- Bentley SystemsBSY76,060 shares · 0.1% of their software · price −$560K$3.0MFlat
- Upbound Group, Inc.UPBD120,634 shares · 0.1% of their software · price −$629K$2.9MFlat
- Global-EGLBE45,658 shares · 0.0% of their software · price −$862K$1.6MFlat
- Sabre CorporationSABR280,250 shares · 0.0% of their software$788K+$631K
- NCR Atleos CorporationNATL14,734 shares · 0.0% of their software$389KNew · Flat
- BoxBOX12,136 shares · 0.0% of their software$375KFlat
- Lyft, Inc.LYFT25,452 shares · 0.0% of their software$302KNew · Flat
- Euronet Worldwide, Inc.EEFT1,712 shares · 0.0% of their software$183KNew · Flat
- Life360, Inc.LIF1,319 shares · 0.0% of their software$51KNew · Flat