Generalist · Tokyo, Japan
Mitsubishi Ufj Asset Management
Q4 2020 · compared with Q3 2020
Filed as Mitsubishi Ufj Asset Management CO., LTD.
- Software
- $1.4B
- Weight of 13F
- 10.5%
- Names
- 69
- Net bought
- +$66.8M
Filed 9 February 2021 · SEC filing.
1,025 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
- MicrosoftMSFT2,509,015 shares · 41.2% of their software · price +$30.3M$558M+$22.5M
- AdobeADBE177,034 shares · 6.5% of their software · price +$1.7M$88.5M+$6.4M
- SalesforceCRM334,820 shares · 5.5% of their software · price −$9.6M$74.5M+$3.2M
- ServiceNowNOW84,433 shares · 3.4% of their software · price +$5.5M$46.5M+$1.2M
- OracleORCL572,468 shares · 2.7% of their software · price +$2.9M$37.0MFlat
- Automatic Data Processing, Inc.ADP192,289 shares · 2.5% of their software · price +$7.1M$33.9M+$1.4M
- IntuitINTU83,277 shares · 2.3% of their software · price +$4.5M$31.6M+$1.0M
- CadenceCDNS209,466 shares · 2.1% of their software · price +$6.2M$28.6M+$1.1M
- Block, Inc.XYZ120,895 shares · 1.9% of their software · price +$6.7M$26.3M+$886K
- CrowdStrikeCRWD119,702 shares · 1.9% of their software · price +$8.9M$25.4M+$4.0M
- CoStarCSGP25,334 shares · 1.7% of their software · price +$1.9M$23.4M−$1.7M
- VeevaVEEV82,806 shares · 1.7% of their software · price −$740K$22.5M+$510K
- Roper Technologies, Inc.ROP49,635 shares · 1.6% of their software · price +$1.8M$21.4M+$1.1M
- AutodeskADSK68,047 shares · 1.5% of their software · price +$5.1M$20.8M+$1.1M
- Fiserv, Inc.FISV171,329 shares · 1.4% of their software · price +$1.9M$19.5M+$1.1M
- Uber Technologies, Inc.UBER365,599 shares · 1.4% of their software · price +$5.3M$18.6M+$777K
- ZoomZM49,509 shares · 1.2% of their software · price −$6.6M$16.7M+$6.0M
- OktaOKTA55,783 shares · 1.0% of their software · price +$2.3M$14.2M−$1.2M
- DocuSignDOCU58,580 shares · 1.0% of their software$13.0M+$2.1M
- The Trade DeskTTD14,706 shares · 0.9% of their software · price +$4.2M$11.8MFlat
- VeriskVRSK54,640 shares · 0.8% of their software · price +$1.2M$11.3M+$524K
- SynopsysSNPS43,676 shares · 0.8% of their software · price +$2.0M$11.3M+$582K
- Lyft, Inc.LYFT221,432 shares · 0.8% of their software · price +$4.8M$10.9MFlat
- TwilioTWLO31,449 shares · 0.8% of their software · price +$2.9M$10.6M+$1.0M
- ZscalerZS53,009 shares · 0.8% of their software · price +$3.1M$10.6M+$917K
- CloudflareNET131,121 shares · 0.7% of their software · price +$4.6M$10.0M+$641K
- Paychex, Inc.PAYX103,860 shares · 0.7% of their software · price +$1.4M$9.7MFlat
- ShopifySHOP8,390 shares · 0.7% of their software · price +$914K$9.5M+$1.8M
- WorkdayWDAY35,628 shares · 0.6% of their software · price +$872K$8.5MFlat
- Shift4 Payments, Inc.FOUR95,450 shares · 0.5% of their software · price +$2.6M$7.2M+$3.0M
- DatadogDDOG72,315 shares · 0.5% of their software$7.1M−$792K
- Palo Alto NetworksPANW18,953 shares · 0.5% of their software · price +$2.1M$6.7MFlat
- PaycomPAYC14,847 shares · 0.5% of their software · price +$2.1M$6.7MFlat
- VeriSign, Inc.VRSN29,979 shares · 0.5% of their software$6.5MFlat
- BILLBILL46,900 shares · 0.5% of their software · price +$1.7M$6.4M+$502K
- FortinetFTNT40,722 shares · 0.4% of their software · price +$1.3M$6.0MFlat
- NetApp, Inc.NTAP89,598 shares · 0.4% of their software · price +$2.0M$5.9MFlat
- BroadridgeBR38,373 shares · 0.4% of their software · price +$814K$5.9MFlat
- Tyler TechnologiesTYL13,072 shares · 0.4% of their software · price +$1.1M$5.7MFlat
- RingCentralRNG14,718 shares · 0.4% of their software · price +$1.5M$5.6MFlat
- AkamaiAKAM51,038 shares · 0.4% of their software$5.4MFlat
- GoDaddyGDDY57,040 shares · 0.3% of their software$4.7M−$1.7M
- PTCPTC36,984 shares · 0.3% of their software · price +$1.4M$4.4M+$561K
- Gen DigitalGEN175,243 shares · 0.3% of their software$3.6MFlat
- Check PointCHKP25,486 shares · 0.2% of their software$3.4MFlat
- MongoDBMDB9,185 shares · 0.2% of their software · price +$1.2M$3.3MFlat
- SS&CSSNC45,256 shares · 0.2% of their software · price +$553K$3.3MFlat
- TrimbleTRMB49,210 shares · 0.2% of their software · price +$889K$3.3MFlat
- HubSpotHUBS8,151 shares · 0.2% of their software · price +$849K$3.2MNew · +$2.4M
- F5, Inc.FFIV17,906 shares · 0.2% of their software · price +$952K$3.2MFlat
- Fair IsaacFICO5,980 shares · 0.2% of their software · price +$512K$3.1MFlat
- WixWIX10,304 shares · 0.2% of their software$2.6MFlat
- UnityU16,600 shares · 0.2% of their software · price +$1.1M$2.5MNew · +$1.4M
- FactSetFDS7,609 shares · 0.2% of their software$2.5MFlat
- JFrogFROG34,600 shares · 0.2% of their software · price −$755K$2.2MNew · +$2.9M
- GuidewireGWRE16,004 shares · 0.2% of their software$2.1MFlat
- SnowflakeSNOW6,370 shares · 0.1% of their software$1.8MFlat
- DynatraceDT38,408 shares · 0.1% of their software$1.7MFlat
- DropboxDBX58,803 shares · 0.1% of their software$1.3MFlat
- Immersion CorporationIMMR47,439 shares · 0.0% of their software$536KFlat
- Kingsoft Cloud Holdings LimitedKC10,700 shares · 0.0% of their software$466KNew · Flat
- PagSeguro Digital Ltd.PAGS6,477 shares · 0.0% of their software$368KFlat
- Repay Holdings CorporationRPAY12,590 shares · 0.0% of their software$343KNew · Flat
- BlackbaudBLKB5,358 shares · 0.0% of their software$308KFlat
- ACI WorldwideACIW7,813 shares · 0.0% of their software$300KFlat
- Q2QTWO1,535 shares · 0.0% of their software$194KFlat
- SAPSAP1,414 shares · 0.0% of their software$184KFlat
- i3 Verticals, Inc.IIIV5,078 shares · 0.0% of their software$169KFlat
- Agilysys, Inc.AGYS3,352 shares · 0.0% of their software$129KFlat