Generalist · Tokyo, Japan
Mitsubishi Ufj Asset Management
Q3 2020 · compared with Q2 2020
Filed as Mitsubishi Ufj Asset Management CO., LTD.
- Software
- $1.2B
- Weight of 13F
- 10.7%
- Names
- 66
- Net bought
- +$158M
Filed 10 November 2020 · SEC filing.
1,004 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
- MicrosoftMSFT2,401,927 shares · 43.4% of their software · price +$16.4M$505M+$61.6M
- SalesforceCRM321,920 shares · 7.0% of their software · price +$20.6M$80.9M+$22.0M
- AdobeADBE164,018 shares · 6.9% of their software · price +$9.0M$80.4M+$6.1M
- ServiceNowNOW81,975 shares · 3.4% of their software · price +$6.6M$39.8M+$7.8M
- OracleORCL577,095 shares · 3.0% of their software · price +$2.6M$34.5M+$2.3M
- IntuitINTU80,144 shares · 2.2% of their software · price +$2.4M$26.1M+$3.2M
- Automatic Data Processing, Inc.ADP182,363 shares · 2.2% of their software · price −$1.7M$25.4M+$6.1M
- CoStarCSGP27,375 shares · 2.0% of their software · price +$3.8M$23.2M−$1.3M
- VeevaVEEV80,992 shares · 2.0% of their software · price +$3.8M$22.8M+$2.8M
- CadenceCDNS199,284 shares · 1.8% of their software · price +$2.1M$21.3M−$1.6M
- Block, Inc.XYZ115,443 shares · 1.6% of their software · price +$6.7M$18.8M+$1.4M
- Roper Technologies, Inc.ROP46,922 shares · 1.6% of their software$18.5M+$2.3M
- ZoomZM36,792 shares · 1.5% of their software · price +$8.0M$17.3M+$2.8M
- Fiserv, Inc.FISV160,769 shares · 1.4% of their software · price +$873K$16.6M+$2.2M
- AutodeskADSK63,080 shares · 1.3% of their software · price −$516K$14.6M+$1.8M
- OktaOKTA61,338 shares · 1.1% of their software · price +$835K$13.1M+$1.8M
- Uber Technologies, Inc.UBER344,312 shares · 1.1% of their software · price +$1.9M$12.6M+$2.6M
- CrowdStrikeCRWD90,360 shares · 1.1% of their software · price +$3.3M$12.4M+$557K
- DocuSignDOCU48,822 shares · 0.9% of their software · price +$2.1M$10.5M+$1.1M
- VeriskVRSK51,813 shares · 0.8% of their software · price +$783K$9.6M+$1.1M
- SynopsysSNPS40,955 shares · 0.8% of their software · price +$777K$8.8M+$1.2M
- Paychex, Inc.PAYX102,600 shares · 0.7% of their software$8.2M+$1.0M
- DatadogDDOG80,067 shares · 0.7% of their software · price +$1.2M$8.2M+$2.0M
- The Trade DeskTTD14,685 shares · 0.7% of their software · price +$1.6M$7.6MFlat
- WorkdayWDAY35,357 shares · 0.7% of their software · price +$982K$7.6M+$1.1M
- TwilioTWLO27,398 shares · 0.6% of their software · price +$758K$6.8M+$797K
- ShopifySHOP6,589 shares · 0.6% of their software$6.7M+$2.2M
- ZscalerZS46,490 shares · 0.6% of their software · price +$1.5M$6.5M+$3.2M
- GoDaddyGDDY79,320 shares · 0.5% of their software$6.0M+$1.8M
- VeriSign, Inc.VRSN29,056 shares · 0.5% of their software$6.0M+$823K
- Lyft, Inc.LYFT211,232 shares · 0.5% of their software · price −$1.2M$5.8M+$2.6M
- AkamaiAKAM49,652 shares · 0.5% of their software$5.5M+$698K
- BroadridgeBR37,520 shares · 0.4% of their software$5.0M+$690K
- CloudflareNET115,500 shares · 0.4% of their software · price +$590K$4.7M+$1.3M
- Palo Alto NetworksPANW18,676 shares · 0.4% of their software$4.6MFlat
- Tyler TechnologiesTYL12,952 shares · 0.4% of their software$4.5M+$637K
- PaycomPAYC14,338 shares · 0.4% of their software$4.5M+$699K
- FortinetFTNT37,837 shares · 0.4% of their software · price −$736K$4.5M+$684K
- BILLBILL41,900 shares · 0.4% of their software$4.2M+$983K
- NetApp, Inc.NTAP91,320 shares · 0.3% of their software$4.0MFlat
- RingCentralRNG14,118 shares · 0.3% of their software$3.9M+$654K
- Gen DigitalGEN167,412 shares · 0.3% of their software$3.5M+$632K
- Check PointCHKP26,590 shares · 0.3% of their software$3.2MFlat
- SS&CSSNC45,277 shares · 0.2% of their software$2.7MFlat
- Fair IsaacFICO6,085 shares · 0.2% of their software$2.6MFlat
- WixWIX10,145 shares · 0.2% of their software$2.6M+$551K
- PTCPTC30,204 shares · 0.2% of their software$2.5MFlat
- FactSetFDS7,406 shares · 0.2% of their software$2.5MFlat
- TrimbleTRMB49,817 shares · 0.2% of their software$2.4MFlat
- F5, Inc.FFIV17,315 shares · 0.2% of their software$2.1MFlat
- MongoDBMDB8,732 shares · 0.2% of their software$2.0MFlat
- NutanixNTNX88,400 shares · 0.2% of their software$2.0M+$877K
- Shift4 Payments, Inc.FOUR32,900 shares · 0.1% of their software$1.6MNew · +$1.2M
- GuidewireGWRE15,262 shares · 0.1% of their software$1.6MFlat
- SnowflakeSNOW5,470 shares · 0.1% of their software$1.4MNew · +$1.4M
- DynatraceDT33,308 shares · 0.1% of their software$1.4MFlat
- DropboxDBX44,775 shares · 0.1% of their software$862KFlat
- PagSeguro Digital Ltd.PAGS5,747 shares · 0.0% of their software$217KFlat
- BlackbaudBLKB3,732 shares · 0.0% of their software$208KFlat
- ACI WorldwideACIW7,855 shares · 0.0% of their software$205KFlat
- SAPSAP860 shares · 0.0% of their software$134KFlat
- Q2QTWO1,382 shares · 0.0% of their software$126KFlat
- Immersion CorporationIMMR15,044 shares · 0.0% of their software$106KFlat
- Agilysys, Inc.AGYS4,109 shares · 0.0% of their software$99KFlat
- i3 Verticals, Inc.IIIV2,811 shares · 0.0% of their software$71KFlat
- Lesaka Technologies, Inc.LSAK11,468 shares · 0.0% of their software$39KFlat