Generalist · Tokyo, Japan
Mitsubishi Ufj Trust & Banking
Q2 2025 · compared with Q1 2025
Filed as Mitsubishi Ufj Trust & Banking Corp
- Software
- $5.4B
- Weight of 13F
- 12.6%
- Names
- 80
- Net bought
- +$141M
Filed 8 August 2025 · SEC filing.
1,046 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
- MicrosoftMSFT4,221,750 shares · 38.6% of their software · price +$515M$2.1B−$24.1M
- SalesforceCRM776,620 shares · 3.9% of their software · price +$3.4M$212M+$55.4M
- OracleORCL853,582 shares · 3.4% of their software · price +$67.3M$187M−$13.4M
- IntuitINTU179,952 shares · 2.6% of their software · price +$31.2M$142M+$9.5M
- PalantirPLTR1,011,911 shares · 2.5% of their software · price +$52.5M$138M+$2.2M
- CloudflareNET679,400 shares · 2.4% of their software · price +$56.5M$133M−$17.9M
- ServiceNowNOW123,566 shares · 2.3% of their software · price +$28.7M$127M+$7.8M
- FortinetFTNT1,158,646 shares · 2.3% of their software · price +$11.0M$122M+$75.9M
- Uber Technologies, Inc.UBER1,283,251 shares · 2.2% of their software · price +$26.2M$120M+$33.1M
- AdobeADBE304,923 shares · 2.2% of their software · price +$1.0M$118M+$2.5M
- AppLovinAPP331,411 shares · 2.1% of their software · price +$28.2M$116M+$6.2M
- Roper Technologies, Inc.ROP156,453 shares · 1.6% of their software · price −$3.6M$88.7M−$8.5M
- Automatic Data Processing, Inc.ADP254,528 shares · 1.4% of their software · price +$730K$78.5MFlat
- Palo Alto NetworksPANW359,060 shares · 1.4% of their software · price +$12.2M$73.5M−$3.1M
- Full Truck Alliance Co. Ltd.YMM6,036,780 shares · 1.3% of their software · price −$5.8M$71.3M+$47.6M
- The Trade DeskTTD972,794 shares · 1.3% of their software · price +$16.8M$70.0M−$4.4M
- CrowdStrikeCRWD127,782 shares · 1.2% of their software · price +$20.0M$65.1M−$1.5M
- VeriSign, Inc.VRSN214,786 shares · 1.1% of their software · price +$7.5M$62.0M+$11.0M
- AutodeskADSK199,781 shares · 1.1% of their software · price +$9.5M$61.8M+$4.9M
- DatadogDDOG453,085 shares · 1.1% of their software · price +$15.9M$60.9M−$3.7M
- NetApp, Inc.NTAP560,921 shares · 1.1% of their software · price +$10.5M$59.8MFlat
- ShopifySHOP514,631 shares · 1.1% of their software · price +$10.2M$59.4M−$28.9M
- F5, Inc.FFIV197,179 shares · 1.1% of their software · price +$5.5M$58.0M−$707K
- CadenceCDNS174,722 shares · 1.0% of their software · price +$9.4M$53.8M+$2.0M
- AtlassianTEAM258,299 shares · 1.0% of their software · price −$2.4M$52.5M+$2.0M
- GoDaddyGDDY289,899 shares · 1.0% of their software$52.2M−$6.8M
- SynopsysSNPS95,890 shares · 0.9% of their software · price +$8.0M$49.2M−$810K
- Check PointCHKP202,406 shares · 0.8% of their software · price −$1.4M$44.8M−$7.6M
- Fiserv, Inc.FISV254,403 shares · 0.8% of their software · price −$12.3M$43.9M−$1.7M
- SamsaraIOT1,097,218 shares · 0.8% of their software · price +$1.6M$43.6M+$8.0M
- Strategy IncMSTR106,793 shares · 0.8% of their software · price +$12.4M$43.2M+$1.6M
- Block, Inc.XYZ619,717 shares · 0.8% of their software · price +$8.4M$42.1M−$3.2M
- VeevaVEEV144,086 shares · 0.8% of their software · price +$8.1M$41.5M+$12.3M
- CoStarCSGP476,675 shares · 0.7% of their software · price +$558K$38.3M−$3.2M
- PaycomPAYC162,969 shares · 0.7% of their software · price +$2.1M$37.7M−$3.5M
- Fair IsaacFICO20,323 shares · 0.7% of their software$37.1MFlat
- WorkdayWDAY137,330 shares · 0.6% of their software · price +$889K$33.0M−$19.8M
- DropboxDBX1,114,744 shares · 0.6% of their software · price +$2.1M$31.9M+$6.8M
- SnowflakeSNOW140,377 shares · 0.6% of their software · price +$10.9M$31.4M+$1.0M
- Paychex, Inc.PAYX195,450 shares · 0.5% of their software · price −$1.7M$28.4M−$2.0M
- ZoomZM357,199 shares · 0.5% of their software · price +$1.5M$27.9MFlat
- DocuSignDOCU356,829 shares · 0.5% of their software · price −$1.3M$27.8M+$16.3M
- VeriskVRSK87,264 shares · 0.5% of their software · price +$1.2M$27.2MFlat
- Gen DigitalGEN736,186 shares · 0.4% of their software · price +$2.1M$21.6M−$6.3M
- Tyler TechnologiesTYL35,381 shares · 0.4% of their software$21.0M−$4.8M
- TwilioTWLO161,402 shares · 0.4% of their software · price +$4.3M$20.1M+$7.2M
- SS&CSSNC228,991 shares · 0.3% of their software$19.0M−$2.7M
- BroadridgeBR76,604 shares · 0.3% of their software$18.6M+$965K
- HubSpotHUBS32,215 shares · 0.3% of their software$17.9M+$2.0M
- ToastTOST360,648 shares · 0.3% of their software · price +$4.0M$16.0M+$5.9M
- AkamaiAKAM198,426 shares · 0.3% of their software$15.8M−$4.4M
- PTCPTC87,462 shares · 0.3% of their software · price +$1.5M$15.1M+$1.0M
- DynatraceDT254,375 shares · 0.3% of their software · price +$2.1M$14.0M+$1.8M
- ZscalerZS43,728 shares · 0.3% of their software · price +$5.1M$13.7M−$561K
- MongoDBMDB57,497 shares · 0.2% of their software · price +$2.0M$12.1MFlat
- NutanixNTNX155,271 shares · 0.2% of their software · price +$1.0M$11.9M+$1.4M
- Corpay, Inc.CPAY31,326 shares · 0.2% of their software · price −$529K$10.4M−$1.2M
- FactSetFDS21,708 shares · 0.2% of their software$9.7M−$580K
- DuolingoDUOL23,074 shares · 0.2% of their software · price +$2.3M$9.5M−$1.3M
- TrimbleTRMB123,924 shares · 0.2% of their software · price +$1.3M$9.4MFlat
- DoximityDOCS146,952 shares · 0.2% of their software$9.0M−$3.2M
- WixWIX54,422 shares · 0.2% of their software$8.6M+$4.7M
- Bentley SystemsBSY141,637 shares · 0.1% of their software · price +$2.1M$7.6M+$2.6M
- OktaOKTA71,308 shares · 0.1% of their software$7.1MFlat
- Endava plcDAVA454,536 shares · 0.1% of their software · price −$1.9M$7.0M+$1.3M
- Grab Holdings LimitedGRAB1,337,343 shares · 0.1% of their software · price +$669K$6.7MFlat
- OpenTextOTEX223,701 shares · 0.1% of their software · price +$881K$6.5M−$2.1M
- TeradataTDC291,764 shares · 0.1% of their software$6.5M+$1.9M
- monday.comMNDY19,143 shares · 0.1% of their software · price +$1.4M$6.0MFlat
- Upbound Group, Inc.UPBD141,810 shares · 0.1% of their software$3.6M+$507K
- Sabre CorporationSABR511,657 shares · 0.0% of their software$1.6M+$650K
- Manhattan AssociatesMANH7,665 shares · 0.0% of their software$1.5M−$15.8M
- NCR Atleos CorporationNATL27,353 shares · 0.0% of their software$780KFlat
- Euronet Worldwide, Inc.EEFT5,849 shares · 0.0% of their software$593KFlat
- PaylocityPCTY1,802 shares · 0.0% of their software$327KNew · Flat
- WEX Inc.WEX2,072 shares · 0.0% of their software$304KNew · Flat
- A10 Networks, Inc.ATEN15,469 shares · 0.0% of their software$299KNew · Flat
- Adeia Inc.ADEA19,771 shares · 0.0% of their software$280KNew · Flat
- ZoomInfoZI14,153 shares · 0.0% of their software$143KNew
- Amdocs LimitedDOX595 shares · 0.0% of their software$54KNew · Flat
