Generalist · Tokyo, Japan
Mitsubishi Ufj Asset Management
Q1 2021 · compared with Q4 2020
Filed as Mitsubishi Ufj Asset Management CO., LTD.
- Software
- $1.5B
- Weight of 13F
- 10.0%
- Names
- 71
- Net bought
- +$154M
Filed 6 May 2021 · SEC filing.
1,031 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
- MicrosoftMSFT2,778,120 shares · 43.1% of their software · price +$37.1M$655M+$59.9M
- AdobeADBE196,899 shares · 6.2% of their software · price −$4.9M$93.6M+$9.9M
- SalesforceCRM367,323 shares · 5.1% of their software · price −$3.9M$77.8M+$7.2M
- ServiceNowNOW90,089 shares · 3.0% of their software · price −$4.5M$45.1M+$3.1M
- OracleORCL632,045 shares · 2.9% of their software · price +$3.5M$44.4M+$3.9M
- Automatic Data Processing, Inc.ADP196,096 shares · 2.4% of their software · price +$2.4M$37.0M+$671K
- IntuitINTU96,358 shares · 2.4% of their software$36.9M+$5.0M
- Block, Inc.XYZ138,086 shares · 2.1% of their software · price +$1.3M$31.4M+$3.7M
- CadenceCDNS214,655 shares · 1.9% of their software$29.4M+$708K
- CrowdStrikeCRWD129,423 shares · 1.6% of their software · price −$3.8M$23.6M+$2.1M
- Fiserv, Inc.FISV198,430 shares · 1.6% of their software · price +$1.0M$23.6M+$3.1M
- Uber Technologies, Inc.UBER408,355 shares · 1.5% of their software · price +$1.4M$22.3M+$2.2M
- ZoomZM67,146 shares · 1.4% of their software · price −$1.1M$21.6M+$5.9M
- AutodeskADSK77,411 shares · 1.4% of their software · price −$2.2M$21.5M+$2.9M
- Roper Technologies, Inc.ROP52,277 shares · 1.4% of their software · price −$1.5M$21.1M+$1.1M
- CoStarCSGP25,097 shares · 1.4% of their software · price −$2.6M$20.6MFlat
- VeevaVEEV78,419 shares · 1.3% of their software · price −$863K$20.5M−$1.2M
- TwilioTWLO44,952 shares · 1.0% of their software$15.3M+$4.6M
- OktaOKTA67,823 shares · 1.0% of their software · price −$2.3M$15.0M+$3.1M
- Lyft, Inc.LYFT209,855 shares · 0.9% of their software · price +$2.9M$13.3M−$569K
- SynopsysSNPS50,894 shares · 0.8% of their software · price −$583K$12.6M+$1.9M
- CloudflareNET176,527 shares · 0.8% of their software · price −$1.0M$12.4M+$3.5M
- PTCPTC84,487 shares · 0.8% of their software · price +$1.5M$11.6M+$5.7M
- Paychex, Inc.PAYX118,391 shares · 0.8% of their software · price +$573K$11.6M+$1.4M
- DocuSignDOCU56,990 shares · 0.8% of their software · price −$1.1M$11.5MFlat
- ShopifySHOP10,176 shares · 0.7% of their software$11.3M+$2.0M
- ZscalerZS63,404 shares · 0.7% of their software · price −$1.8M$10.9M+$2.1M
- The Trade DeskTTD16,547 shares · 0.7% of their software · price −$2.5M$10.8M+$1.5M
- WorkdayWDAY40,119 shares · 0.7% of their software$10.0M+$1.1M
- VeriskVRSK53,130 shares · 0.6% of their software · price −$1.6M$9.4MFlat
- Shift4 Payments, Inc.FOUR107,279 shares · 0.6% of their software · price +$709K$8.8M+$892K
- FortinetFTNT46,546 shares · 0.6% of their software · price +$1.7M$8.6M+$865K
- BILLBILL51,700 shares · 0.5% of their software$7.5M+$655K
- NetApp, Inc.NTAP98,767 shares · 0.5% of their software · price +$635K$7.2M+$607K
- VeriSign, Inc.VRSN34,479 shares · 0.5% of their software · price −$608K$6.9M+$974K
- BroadridgeBR43,193 shares · 0.4% of their software$6.6M+$738K
- Palo Alto NetworksPANW20,189 shares · 0.4% of their software · price −$673K$6.5MFlat
- TrimbleTRMB79,848 shares · 0.4% of their software · price +$880K$6.2M+$2.0M
- Tyler TechnologiesTYL14,455 shares · 0.4% of their software$6.1M+$604K
- PaycomPAYC16,487 shares · 0.4% of their software · price −$1.4M$6.1M+$742K
- AkamaiAKAM57,580 shares · 0.4% of their software$5.9M+$687K
- GoDaddyGDDY68,311 shares · 0.3% of their software$5.3M+$935K
- RingCentralRNG15,714 shares · 0.3% of their software · price −$1.3M$4.7MFlat
- F5, Inc.FFIV20,084 shares · 0.3% of their software · price +$656K$4.2MFlat
- HubSpotHUBS9,002 shares · 0.3% of their software · price +$520K$4.1MFlat
- Gen DigitalGEN184,982 shares · 0.3% of their software$3.9MFlat
- SS&CSSNC46,981 shares · 0.2% of their software$3.3MFlat
- UnityU32,700 shares · 0.2% of their software · price −$1.7M$3.3M+$2.5M
- WixWIX11,622 shares · 0.2% of their software$3.2MFlat
- DatadogDDOG36,937 shares · 0.2% of their software · price −$558K$3.1M−$3.5M
- Check PointCHKP27,218 shares · 0.2% of their software · price −$570K$3.0MFlat
- Fair IsaacFICO6,221 shares · 0.2% of their software$3.0MFlat
- MongoDBMDB10,957 shares · 0.2% of their software · price −$1.0M$2.9M+$636K
- Commerce.com, Inc.CMRC47,600 shares · 0.2% of their software$2.8MNew · +$3.1M
- FactSetFDS8,172 shares · 0.2% of their software$2.5MFlat
- DropboxDBX68,413 shares · 0.1% of their software$1.8MFlat
- DynatraceDT37,745 shares · 0.1% of their software$1.8MFlat
- AsanaASAN61,400 shares · 0.1% of their software$1.8MNew · +$1.8M
- GuidewireGWRE17,252 shares · 0.1% of their software$1.8MFlat
- JFrogFROG34,600 shares · 0.1% of their software · price −$639K$1.5MFlat
- SnowflakeSNOW5,275 shares · 0.1% of their software$1.2MFlat
- Immersion CorporationIMMR90,881 shares · 0.1% of their software$871KFlat
- Kingsoft Cloud Holdings LimitedKC13,811 shares · 0.0% of their software$543KFlat
- BlackbaudBLKB6,908 shares · 0.0% of their software$491KFlat
- PagSeguro Digital Ltd.PAGS8,549 shares · 0.0% of their software$396KFlat
- ACI WorldwideACIW10,291 shares · 0.0% of their software$392KFlat
- Repay Holdings CorporationRPAY16,651 shares · 0.0% of their software$391KFlat
- Agilysys, Inc.AGYS4,743 shares · 0.0% of their software$227KFlat
- SAPSAP1,746 shares · 0.0% of their software$214KFlat
- i3 Verticals, Inc.IIIV6,802 shares · 0.0% of their software$212KFlat
- Q2QTWO1,895 shares · 0.0% of their software$190KFlat