Generalist · Tokyo, Japan
Mitsubishi Ufj Asset Management
Q2 2020 · compared with Q1 2020
Filed as Mitsubishi Ufj Asset Management CO., LTD.
- Software
- $907M
- Weight of 13F
- 10.4%
- Names
- 65
- Net bought
- +$56.0M
Filed 6 August 2020 · SEC filing.
1,005 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
- MicrosoftMSFT2,099,284 shares · 47.1% of their software · price +$96.1M$427M+$38.0M
- AdobeADBE150,081 shares · 7.2% of their software · price +$17.6M$65.3M+$6.7M
- SalesforceCRM204,450 shares · 4.2% of their software · price +$8.9M$38.3M+$3.7M
- OracleORCL535,879 shares · 3.3% of their software · price +$3.7M$29.6M+$3.4M
- ServiceNowNOW62,761 shares · 2.8% of their software · price +$7.4M$25.4M+$7.0M
- Automatic Data Processing, Inc.ADP141,622 shares · 2.3% of their software · price +$1.7M$21.1M+$2.7M
- CoStarCSGP29,243 shares · 2.3% of their software · price +$3.6M$20.8M+$1.8M
- CadenceCDNS215,906 shares · 2.3% of their software · price +$6.5M$20.7M−$2.5M
- IntuitINTU69,281 shares · 2.3% of their software · price +$4.6M$20.5M−$5.7M
- VeevaVEEV69,169 shares · 1.8% of their software · price +$5.4M$16.2M−$2.0M
- Roper Technologies, Inc.ROP41,014 shares · 1.8% of their software · price +$3.1M$15.9MFlat
- Fiserv, Inc.FISV138,696 shares · 1.5% of their software$13.5M+$1.8M
- AutodeskADSK55,414 shares · 1.5% of their software · price +$4.6M$13.3M+$939K
- Block, Inc.XYZ101,725 shares · 1.2% of their software · price +$5.3M$10.7M−$3.8M
- OktaOKTA52,420 shares · 1.2% of their software · price +$4.1M$10.5M−$807K
- CrowdStrikeCRWD84,804 shares · 0.9% of their software · price +$3.8M$8.5MFlat
- Uber Technologies, Inc.UBER261,083 shares · 0.9% of their software · price +$825K$8.1MFlat
- VeriskVRSK45,585 shares · 0.9% of their software · price +$1.4M$7.8M+$599K
- DocuSignDOCU42,226 shares · 0.8% of their software · price +$3.4M$7.3M+$766K
- SynopsysSNPS34,985 shares · 0.8% of their software · price +$2.3M$6.8M+$541K
- Paychex, Inc.PAYX89,172 shares · 0.7% of their software · price +$1.1M$6.8M+$1.3M
- ZoomZM25,897 shares · 0.7% of their software · price +$2.8M$6.6M+$1.2M
- The Trade DeskTTD13,840 shares · 0.6% of their software · price +$3.0M$5.6M+$548K
- WorkdayWDAY29,726 shares · 0.6% of their software · price +$1.7M$5.6MFlat
- TwilioTWLO23,766 shares · 0.6% of their software · price +$3.1M$5.2M−$1.3M
- VeriSign, Inc.VRSN25,079 shares · 0.6% of their software · price +$671K$5.2M+$673K
- DatadogDDOG57,221 shares · 0.5% of their software · price +$2.9M$5.0M−$1.1M
- AkamaiAKAM43,132 shares · 0.5% of their software · price +$673K$4.6M+$1.0M
- FortinetFTNT32,851 shares · 0.5% of their software · price +$1.2M$4.5MFlat
- Lyft, Inc.LYFT132,100 shares · 0.5% of their software · price +$814K$4.4M−$4.1M
- ShopifySHOP4,292 shares · 0.4% of their software · price +$2.3M$4.1M−$1.4M
- GoDaddyGDDY55,370 shares · 0.4% of their software · price +$898K$4.1MFlat
- BroadridgeBR32,053 shares · 0.4% of their software · price +$1.0M$4.0M+$614K
- Palo Alto NetworksPANW16,925 shares · 0.4% of their software · price +$1.1M$3.9MFlat
- Tyler TechnologiesTYL11,116 shares · 0.4% of their software · price +$559K$3.9M+$1.6M
- PaycomPAYC12,082 shares · 0.4% of their software · price +$1.3M$3.7MFlat
- NetApp, Inc.NTAP82,125 shares · 0.4% of their software$3.6MFlat
- RingCentralRNG11,824 shares · 0.4% of their software · price +$864K$3.4MFlat
- CloudflareNET78,900 shares · 0.3% of their software · price +$984K$2.8MFlat
- BILLBILL31,000 shares · 0.3% of their software · price +$1.7M$2.8MSplit
- Gen DigitalGEN135,534 shares · 0.3% of their software$2.7MFlat
- Check PointCHKP23,343 shares · 0.3% of their software$2.5MFlat
- FactSetFDS6,768 shares · 0.2% of their software$2.2MFlat
- PTCPTC27,787 shares · 0.2% of their software$2.2MFlat
- SS&CSSNC37,451 shares · 0.2% of their software$2.1MFlat
- F5, Inc.FFIV14,996 shares · 0.2% of their software$2.1MFlat
- Fair IsaacFICO4,928 shares · 0.2% of their software · price +$544K$2.1MNew · +$1.5M
- WixWIX7,994 shares · 0.2% of their software · price +$1.2M$2.0MFlat
- ZscalerZS17,700 shares · 0.2% of their software · price +$861K$1.9M−$1.5M
- TrimbleTRMB40,463 shares · 0.2% of their software$1.7MFlat
- MongoDBMDB7,139 shares · 0.2% of their software · price +$641K$1.6MFlat
- GuidewireGWRE13,964 shares · 0.2% of their software$1.5MFlat
- NutanixNTNX51,400 shares · 0.1% of their software$1.2MSplit
- DynatraceDT22,644 shares · 0.1% of their software$919KNew · +$540K
- DropboxDBX39,329 shares · 0.1% of their software$856KFlat
- Five9FIVN7,000 shares · 0.1% of their software$775KNew · +$535K
- BlackbaudBLKB2,438 shares · 0.0% of their software$139KFlat
- ACI WorldwideACIW5,082 shares · 0.0% of their software$137KFlat
- PagSeguro Digital Ltd.PAGS3,751 shares · 0.0% of their software$133KFlat
- Q2QTWO923 shares · 0.0% of their software$79KFlat
- Immersion CorporationIMMR12,108 shares · 0.0% of their software$75KFlat
- SAPSAP534 shares · 0.0% of their software$75KNew · Flat
- i3 Verticals, Inc.IIIV1,814 shares · 0.0% of their software$55KFlat
- Agilysys, Inc.AGYS2,621 shares · 0.0% of their software$47KFlat
- Lesaka Technologies, Inc.LSAK6,962 shares · 0.0% of their software$21KNew · Flat