Generalist · Tokyo, Japan
Mitsubishi Ufj Asset Management
Q4 2019 · compared with Q3 2019
Filed as Mitsubishi Ufj Asset Management CO., LTD.
- Software
- $654M
- Weight of 13F
- 8.5%
- Names
- 61
- Net bought
- +$90.6M
Filed 5 February 2020 · SEC filing.
1,016 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
- MicrosoftMSFT1,848,782 shares · 44.8% of their software · price +$34.5M$293M+$15.0M
- AdobeADBE134,806 shares · 6.8% of their software · price +$7.2M$44.7M+$1.7M
- SalesforceCRM175,235 shares · 4.5% of their software · price +$2.5M$29.1M+$3.1M
- OracleORCL487,857 shares · 4.0% of their software · price −$1.0M$26.2M+$2.7M
- IntuitINTU83,256 shares · 3.4% of their software$22.0M+$3.2M
- Automatic Data Processing, Inc.ADP116,642 shares · 3.0% of their software · price +$1.1M$19.8M+$5.4M
- CoStarCSGP31,222 shares · 3.0% of their software$19.6M−$1.4M
- CadenceCDNS236,150 shares · 2.5% of their software · price +$775K$16.6M+$4.6M
- VeevaVEEV105,486 shares · 2.3% of their software · price −$1.3M$15.0M−$635K
- Fiserv, Inc.FISV120,285 shares · 2.1% of their software · price +$1.4M$14.0M+$1.0M
- Roper Technologies, Inc.ROP34,946 shares · 1.9% of their software$12.7M+$4.7M
- ServiceNowNOW37,322 shares · 1.7% of their software · price +$1.1M$10.9M+$3.0M
- AutodeskADSK48,443 shares · 1.4% of their software · price +$1.7M$9.0M+$744K
- Block, Inc.XYZ127,492 shares · 1.2% of their software$8.0M+$4.9M
- OktaOKTA59,072 shares · 1.1% of their software · price +$999K$7.0M−$1.0M
- Paychex, Inc.PAYX78,401 shares · 1.0% of their software$6.7M+$908K
- VeriskVRSK42,766 shares · 1.0% of their software$6.5M+$1.4M
- TwilioTWLO56,089 shares · 0.9% of their software · price −$655K$5.8M+$4.5M
- ZoomZM84,300 shares · 0.9% of their software · price −$688K$5.7MNew · +$6.4M
- NetApp, Inc.NTAP79,378 shares · 0.7% of their software · price +$773K$4.9MFlat
- WorkdayWDAY28,030 shares · 0.7% of their software$4.7M+$622K
- VeriSign, Inc.VRSN21,490 shares · 0.7% of their software$4.3MFlat
- SynopsysSNPS29,408 shares · 0.6% of their software$4.2M−$748K
- Palo Alto NetworksPANW15,928 shares · 0.6% of their software$3.8MFlat
- GoDaddyGDDY54,036 shares · 0.6% of their software$3.7M+$2.0M
- Uber Technologies, Inc.UBER117,312 shares · 0.6% of their software$3.7M+$2.8M
- BroadridgeBR28,073 shares · 0.5% of their software$3.5MFlat
- Lyft, Inc.LYFT76,600 shares · 0.5% of their software$3.3MNew · +$3.1M
- ZscalerZS68,200 shares · 0.5% of their software$3.2MNew · +$3.2M
- FortinetFTNT28,656 shares · 0.5% of their software · price +$860K$3.2MFlat
- Gen DigitalGEN120,985 shares · 0.5% of their software$3.1MNew · +$2.9M
- AkamaiAKAM32,727 shares · 0.4% of their software$2.9MFlat
- Check PointCHKP23,571 shares · 0.4% of their software$2.6MFlat
- PaycomPAYC8,692 shares · 0.4% of their software$2.4MFlat
- SS&CSSNC37,338 shares · 0.3% of their software$2.3MFlat
- DocuSignDOCU30,046 shares · 0.3% of their software$2.3M+$998K
- Tyler TechnologiesTYL7,204 shares · 0.3% of their software$2.2MNew · +$1.9M
- RingCentralRNG11,467 shares · 0.3% of their software$2.0MNew · +$1.4M
- F5, Inc.FFIV13,131 shares · 0.3% of their software$1.8MFlat
- FactSetFDS6,689 shares · 0.3% of their software$1.8MFlat
- PTCPTC23,764 shares · 0.3% of their software$1.8MFlat
- TrimbleTRMB39,715 shares · 0.3% of their software$1.6MFlat
- The Trade DeskTTD5,900 shares · 0.2% of their software$1.6MNew · +$1.1M
- DynatraceDT56,700 shares · 0.2% of their software$1.5MNew · +$1.1M
- GuidewireGWRE12,360 shares · 0.2% of their software$1.4MNew · +$1.3M
- ElasticESTC16,700 shares · 0.2% of their software$1.1MNew · +$1.4M
- NutanixNTNX32,000 shares · 0.2% of their software$1.0MNew · +$840K
- CloudflareNET60,100 shares · 0.2% of their software$1.0MNew · +$1.1M
- Sabre CorporationSABR43,657 shares · 0.2% of their software$994KFlat
- WixWIX7,388 shares · 0.1% of their software$952KFlat
- MongoDBMDB6,500 shares · 0.1% of their software$879KFlat
- CrowdStrikeCRWD13,400 shares · 0.1% of their software$680KNew · +$781K
- DropboxDBX34,418 shares · 0.1% of their software$620KFlat
- PagSeguro Digital Ltd.PAGS3,019 shares · 0.0% of their software$106KFlat
- ShopifySHOP233 shares · 0.0% of their software$94KFlat
- ACI WorldwideACIW2,392 shares · 0.0% of their software$92KFlat
- BlackbaudBLKB1,110 shares · 0.0% of their software$87KFlat
- Immersion CorporationIMMR7,872 shares · 0.0% of their software$60KFlat
- Q2QTWO642 shares · 0.0% of their software$54KFlat
- Agilysys, Inc.AGYS1,328 shares · 0.0% of their software$34KFlat
- i3 Verticals, Inc.IIIV965 shares · 0.0% of their software$28KNew · Flat