Generalist · Tokyo, Japan
Mitsubishi Ufj Asset Management
Q2 2021 · compared with Q1 2021
Filed as Mitsubishi Ufj Asset Management CO., LTD.
- Software
- $2.0B
- Weight of 13F
- 10.8%
- Names
- 74
- Net bought
- +$355M
Filed 6 August 2021 · SEC filing.
1,128 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
- MicrosoftMSFT3,139,509 shares · 42.9% of their software · price +$110M$850M+$85.2M
- AdobeADBE218,748 shares · 6.5% of their software · price +$24.1M$128M+$10.4M
- SalesforceCRM418,111 shares · 5.1% of their software · price +$13.5M$102M+$10.8M
- ServiceNowNOW108,989 shares · 3.0% of their software · price +$5.4M$59.9M+$9.5M
- OracleORCL703,845 shares · 2.8% of their software · price +$5.4M$54.8M+$5.0M
- IntuitINTU106,474 shares · 2.6% of their software · price +$11.4M$52.2M+$3.9M
- Automatic Data Processing, Inc.ADP209,194 shares · 2.1% of their software · price +$2.1M$41.6M+$2.5M
- Block, Inc.XYZ153,871 shares · 1.9% of their software · price +$2.6M$37.5M+$3.6M
- CrowdStrikeCRWD147,434 shares · 1.9% of their software · price +$10.1M$37.1M+$3.3M
- CadenceCDNS249,184 shares · 1.7% of their software$34.1M+$4.7M
- Uber Technologies, Inc.UBER547,379 shares · 1.4% of their software · price −$2.4M$27.4M+$7.6M
- Roper Technologies, Inc.ROP56,052 shares · 1.3% of their software · price +$3.7M$26.4M+$1.5M
- VeevaVEEV82,686 shares · 1.3% of their software · price +$4.1M$25.7M+$1.1M
- AutodeskADSK87,475 shares · 1.3% of their software · price +$1.3M$25.5M+$2.8M
- Fiserv, Inc.FISV235,729 shares · 1.3% of their software · price −$2.9M$25.2M+$4.4M
- ZoomZM63,440 shares · 1.2% of their software · price +$4.2M$24.6M−$1.2M
- Lyft, Inc.LYFT366,175 shares · 1.1% of their software · price −$989K$22.1M+$9.9M
- CloudflareNET207,318 shares · 1.1% of their software · price +$7.4M$21.9M+$2.2M
- TwilioTWLO53,736 shares · 1.1% of their software · price +$2.9M$21.2M+$3.0M
- CoStarCSGP249,840 shares · 1.0% of their software · price −$185M$20.7MSplit
- OktaOKTA80,305 shares · 1.0% of their software · price +$1.9M$19.6M+$2.8M
- DocuSignDOCU67,408 shares · 0.9% of their software · price +$5.2M$18.8M+$2.1M
- The Trade DeskTTD230,470 shares · 0.9% of their software · price −$132M$17.8M+$139M
- SynopsysSNPS58,536 shares · 0.8% of their software · price +$1.6M$16.1M+$1.9M
- ZscalerZS74,536 shares · 0.8% of their software · price +$3.3M$16.1M+$1.9M
- ShopifySHOP10,181 shares · 0.7% of their software · price +$3.6M$14.9MFlat
- Paychex, Inc.PAYX135,015 shares · 0.7% of their software · price +$1.3M$14.5M+$1.6M
- PTCPTC89,306 shares · 0.6% of their software$12.6M+$663K
- FortinetFTNT52,139 shares · 0.6% of their software · price +$2.8M$12.4M+$1.0M
- UnityU101,014 shares · 0.6% of their software · price +$962K$11.1M+$6.9M
- Shift4 Payments, Inc.FOUR116,933 shares · 0.6% of their software · price +$1.4M$11.0M+$792K
- VeriskVRSK60,300 shares · 0.5% of their software$10.5M+$1.3M
- WorkdayWDAY43,135 shares · 0.5% of their software$10.3M+$749K
- BILLBILL55,600 shares · 0.5% of their software · price +$2.1M$10.2M+$567K
- Commerce.com, Inc.CMRC148,700 shares · 0.5% of their software · price +$1.1M$9.7M+$5.8M
- VeriSign, Inc.VRSN38,968 shares · 0.4% of their software · price +$1.1M$8.9M+$892K
- NetApp, Inc.NTAP105,633 shares · 0.4% of their software · price +$967K$8.6MFlat
- Palo Alto NetworksPANW21,450 shares · 0.4% of their software · price +$1.1M$8.0MFlat
- BroadridgeBR48,003 shares · 0.4% of their software$7.8M+$736K
- TrimbleTRMB93,052 shares · 0.4% of their software$7.6M+$1.0M
- Tyler TechnologiesTYL16,677 shares · 0.4% of their software$7.5M+$943K
- AkamaiAKAM64,446 shares · 0.4% of their software · price +$947K$7.5M+$700K
- GoDaddyGDDY82,939 shares · 0.4% of their software · price +$775K$7.2M+$1.1M
- PaycomPAYC18,702 shares · 0.3% of their software$6.8M+$820K
- Gen DigitalGEN211,874 shares · 0.3% of their software · price +$1.3M$5.8M+$572K
- HubSpotHUBS9,440 shares · 0.3% of their software · price +$1.2M$5.5MFlat
- RingCentralRNG16,534 shares · 0.2% of their software$4.8MFlat
- F5, Inc.FFIV23,628 shares · 0.2% of their software · price −$519K$4.4M+$739K
- MongoDBMDB11,895 shares · 0.2% of their software · price +$1.1M$4.3MFlat
- DatadogDDOG39,584 shares · 0.2% of their software · price +$821K$4.1MFlat
- AsanaASAN61,400 shares · 0.2% of their software · price +$2.1M$3.8MFlat
- WixWIX12,521 shares · 0.2% of their software$3.6MFlat
- SS&CSSNC50,317 shares · 0.2% of their software$3.6MFlat
- Fair IsaacFICO6,756 shares · 0.2% of their software$3.4MFlat
- Check PointCHKP27,584 shares · 0.2% of their software$3.2MFlat
- FactSetFDS8,887 shares · 0.2% of their software$3.0MFlat
- PalantirPLTR112,906 shares · 0.1% of their software$3.0MNew · +$2.6M
- JFrogFROG55,700 shares · 0.1% of their software$2.5M+$936K
- DynatraceDT43,115 shares · 0.1% of their software$2.5MFlat
- Bentley SystemsBSY38,064 shares · 0.1% of their software · price +$679K$2.5MNew · +$1.8M
- Immersion CorporationIMMR255,308 shares · 0.1% of their software$2.2M+$1.6M
- DropboxDBX68,413 shares · 0.1% of their software$2.1MFlat
- GuidewireGWRE16,893 shares · 0.1% of their software$1.9MFlat
- SnowflakeSNOW5,227 shares · 0.1% of their software$1.3MFlat
- Agora, Inc.API11,200 shares · 0.0% of their software$470KNew · +$563K
- Kingsoft Cloud Holdings LimitedKC13,811 shares · 0.0% of their software$469KFlat
- PagSeguro Digital Ltd.PAGS6,673 shares · 0.0% of their software$373KFlat
- BlackbaudBLKB4,618 shares · 0.0% of their software$354KFlat
- Repay Holdings CorporationRPAY14,485 shares · 0.0% of their software$348KFlat
- ACI WorldwideACIW8,862 shares · 0.0% of their software$329KFlat
- Q2QTWO2,508 shares · 0.0% of their software$257KFlat
- Agilysys, Inc.AGYS4,324 shares · 0.0% of their software$246KFlat
- i3 Verticals, Inc.IIIV5,576 shares · 0.0% of their software$169KFlat
- Lesaka Technologies, Inc.LSAK13,469 shares · 0.0% of their software$63KNew · Flat