Generalist · Tokyo, Japan
Mitsubishi Ufj Asset Management
Q2 2019 · compared with Q1 2019
Filed as Mitsubishi Ufj Asset Management CO., LTD.
- Software
- $484M
- Weight of 13F
- 8.3%
- Names
- 48
- Net bought
- +$76.4M
Filed 8 August 2019 · SEC filing.
991 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
- MicrosoftMSFT1,705,481 shares · 47.2% of their software · price +$27.3M$228M+$24.6M
- AdobeADBE130,261 shares · 7.9% of their software · price +$3.7M$38.4M+$4.8M
- OracleORCL447,974 shares · 5.3% of their software · price +$1.5M$25.5M+$4.8M
- IntuitINTU80,055 shares · 4.3% of their software$20.9M+$9.0M
- SalesforceCRM136,762 shares · 4.3% of their software · price −$908K$20.8M+$4.1M
- CoStarCSGP35,746 shares · 4.1% of their software · price +$3.1M$19.8M−$1.7M
- Automatic Data Processing, Inc.ADP80,650 shares · 2.8% of their software$13.3M+$1.8M
- NetApp, Inc.NTAP194,060 shares · 2.5% of their software · price −$1.5M$12.0MFlat
- VeevaVEEV65,672 shares · 2.2% of their software · price +$2.3M$10.6M+$6.4M
- Roper Technologies, Inc.ROP20,941 shares · 1.6% of their software · price +$509K$7.7M+$1.2M
- AutodeskADSK42,429 shares · 1.4% of their software$6.9M+$1.1M
- Fiserv, Inc.FISV75,346 shares · 1.4% of their software$6.9M+$1.2M
- ServiceNowNOW24,707 shares · 1.4% of their software · price +$694K$6.8M+$721K
- CadenceCDNS81,137 shares · 1.2% of their software · price +$592K$5.7MFlat
- Paychex, Inc.PAYX65,647 shares · 1.1% of their software$5.4M+$927K
- WorkdayWDAY24,057 shares · 1.0% of their software$4.9M+$1.1M
- SynopsysSNPS33,704 shares · 0.9% of their software$4.3M+$1.5M
- VeriskVRSK29,595 shares · 0.9% of their software$4.3M+$1.1M
- VeriSign, Inc.VRSN18,755 shares · 0.8% of their software · price +$518K$3.9M+$656K
- Block, Inc.XYZ46,330 shares · 0.7% of their software$3.4M+$672K
- BroadridgeBR23,938 shares · 0.6% of their software · price +$574K$3.1MFlat
- Palo Alto NetworksPANW13,523 shares · 0.6% of their software · price −$529K$2.8MFlat
- Check PointCHKP20,637 shares · 0.5% of their software$2.4MFlat
- OktaOKTA17,893 shares · 0.5% of their software · price +$730K$2.2MNew · +$1.5M
- AkamaiAKAM27,498 shares · 0.5% of their software$2.2MFlat
- TwilioTWLO15,282 shares · 0.4% of their software$2.1MNew · +$2.0M
- FortinetFTNT24,341 shares · 0.4% of their software$1.9MFlat
- SS&CSSNC30,937 shares · 0.4% of their software$1.8MFlat
- PTCPTC19,262 shares · 0.4% of their software$1.7MFlat
- F5, Inc.FFIV11,597 shares · 0.3% of their software$1.7MFlat
- PaycomPAYC7,326 shares · 0.3% of their software$1.7MNew · +$1.4M
- GoDaddyGDDY23,654 shares · 0.3% of their software$1.7MFlat
- FactSetFDS5,653 shares · 0.3% of their software$1.6MNew · +$1.4M
- TrimbleTRMB34,197 shares · 0.3% of their software$1.5MFlat
- Uber Technologies, Inc.UBER25,574 shares · 0.2% of their software$1.2MNew · +$1.2M
- WixWIX6,276 shares · 0.2% of their software$892KFlat
- Sabre CorporationSABR37,705 shares · 0.2% of their software$837KFlat
- DocuSignDOCU13,930 shares · 0.1% of their software$692KNew · +$722K
- MongoDBMDB4,300 shares · 0.1% of their software$654KNew · +$632K
- DropboxDBX26,021 shares · 0.1% of their software$652KNew · +$567K
- PagSeguro Digital Ltd.PAGS2,022 shares · 0.0% of their software$79KNew · Flat
- ACI WorldwideACIW2,238 shares · 0.0% of their software$77KNew · Flat
- BlackbaudBLKB927 shares · 0.0% of their software$77KNew · Flat
- ShopifySHOP230 shares · 0.0% of their software$69KNew · Flat
- Immersion CorporationIMMR8,282 shares · 0.0% of their software$63KNew · Flat
- Q2QTWO555 shares · 0.0% of their software$42KNew · Flat
- Agilysys, Inc.AGYS637 shares · 0.0% of their software$14KNew · Flat
- Lesaka Technologies, Inc.LSAK1,791 shares · 0.0% of their software$7KNew · Flat