Generalist · Tokyo, Japan
Mitsubishi Ufj Asset Management
Q1 2019 · compared with Q4 2018
Filed as Mitsubishi Ufj Asset Management CO., LTD.
- Software
- $366M
- Weight of 13F
- 7.5%
- Names
- 32
- Net bought
- +$18.5M
Filed 26 April 2019 · SEC filing.
925 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 2026145 names$15.6B+$581M
- Q1 2026144 names$14.2B−$288M
- Q4 2025143 names$18.2B+$2.8B
- Q3 2025139 names$19.5B+$1.3B
- Q2 2025137 names$17.8B+$997M
- Q1 2025133 names$13.4B+$1.7B
- Q4 2024132 names$13.0B+$1.1B
- Q3 2024130 names$11.7B+$894M
- Q2 2024122 names$10.8B+$1.0B
- Q1 2024123 names$9.5B+$1.2B
- Q4 2023122 names$7.4B+$276M
- Q3 2023121 names$6.2B+$280M
- Q2 202395 names$6.2B+$20.4M
- Q1 202393 names$5.3B+$355M
- Q4 202293 names$4.3B+$398M
- Q3 202288 names$3.7B+$1.7B
- Q2 202287 names$2.3B+$401M
- Q1 202284 names$2.7B+$229M
- Q4 202179 names$2.8B+$334M
- Q3 202174 names$2.3B+$212M
- Q2 202174 names$2.0B+$355M
- Q1 202171 names$1.5B+$154M
- Q4 202069 names$1.4B+$66.8M
- Q3 202066 names$1.2B+$158M
- Q2 202065 names$907M+$56.0M
- Q1 202062 names$632M+$21.5M
- Q4 201961 names$654M+$90.6M
- Q3 201948 names$504M+$21.3M
- Q2 201948 names$484M+$76.4M
- Q1 201932 names$366M+$18.5M
- Q4 201832 names$276M+$17.9M
- Q3 201833 names$316M+$2.6M
- Q2 201832 names$272M+$7.3M
- Q1 201831 names$243M−$4.4M
- Q4 201730 names$237M−$1.8M
- Q3 201729 names$213M+$2.0M
- Q2 201728 names$199M−$13.4M
- Q1 201727 names$201M+$4.4M
- Q4 201627 names$182M+$9.7M
- Q3 201627 names$164M+$942K
- Q2 201626 names$152M—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT1,497,126 shares · 48.2% of their software · price +$24.5M$177M+$8.3M
- AdobeADBE112,254 shares · 8.2% of their software · price +$4.5M$29.9MFlat
- OracleORCL358,426 shares · 5.3% of their software · price +$3.1M$19.3M−$692K
- CoStarCSGP39,365 shares · 5.0% of their software · price +$5.1M$18.4M+$6.2M
- SalesforceCRM110,753 shares · 4.8% of their software · price +$2.4M$17.5M+$1.4M
- NetApp, Inc.NTAP198,007 shares · 3.8% of their software · price +$1.9M$13.7MFlat
- IntuitINTU45,583 shares · 3.3% of their software · price +$2.9M$11.9MFlat
- Automatic Data Processing, Inc.ADP69,419 shares · 3.0% of their software · price +$2.0M$11.1M−$768K
- Roper Technologies, Inc.ROP17,392 shares · 1.6% of their software · price +$1.3M$5.9M+$1.0M
- AutodeskADSK35,204 shares · 1.5% of their software · price +$958K$5.5MFlat
- Fiserv, Inc.FISV62,078 shares · 1.5% of their software · price +$918K$5.5MFlat
- ServiceNowNOW21,781 shares · 1.5% of their software · price +$1.5M$5.4MFlat
- CadenceCDNS82,682 shares · 1.4% of their software · price +$1.7M$5.3MFlat
- Paychex, Inc.PAYX54,087 shares · 1.2% of their software · price +$814K$4.3MFlat
- WorkdayWDAY18,364 shares · 1.0% of their software · price +$609K$3.5MFlat
- Palo Alto NetworksPANW12,359 shares · 0.8% of their software · price +$674K$3.0MFlat
- VeriskVRSK21,335 shares · 0.8% of their software · price +$511K$2.8MFlat
- Block, Inc.XYZ37,362 shares · 0.8% of their software · price +$704K$2.8MFlat
- VeriSign, Inc.VRSN15,140 shares · 0.8% of their software · price +$504K$2.7MFlat
- SynopsysSNPS21,024 shares · 0.7% of their software · price +$650K$2.4MFlat
- Check PointCHKP18,653 shares · 0.6% of their software$2.4MFlat
- BroadridgeBR19,233 shares · 0.5% of their software$2.0MFlat
- VeevaVEEV15,062 shares · 0.5% of their software · price +$565K$1.9MFlat
- SS&CSSNC27,610 shares · 0.5% of their software · price +$513K$1.8MFlat
- AkamaiAKAM22,567 shares · 0.4% of their software$1.6MFlat
- FortinetFTNT19,271 shares · 0.4% of their software$1.6MFlat
- GoDaddyGDDY21,445 shares · 0.4% of their software$1.6MFlat
- PTCPTC17,210 shares · 0.4% of their software$1.6MFlat
- F5, Inc.FFIV9,682 shares · 0.4% of their software$1.5MFlat
- TrimbleTRMB30,028 shares · 0.3% of their software$1.2MFlat
- Sabre CorporationSABR32,649 shares · 0.2% of their software$698KFlat
- WixWIX5,000 shares · 0.2% of their software$604KFlat
