Generalist · Tokyo, Japan
Mitsubishi Ufj Asset Management
Q3 2021 · compared with Q2 2021
Filed as Mitsubishi Ufj Asset Management CO., LTD.
- Software
- $2.3B
- Weight of 13F
- 11.2%
- Names
- 74
- Net bought
- +$212M
Filed 4 November 2021 · SEC filing.
1,120 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
- MicrosoftMSFT3,472,446 shares · 43.3% of their software · price +$38.3M$979M+$90.2M
- AdobeADBE239,461 shares · 6.1% of their software · price −$2.4M$138M+$12.1M
- SalesforceCRM479,889 shares · 5.8% of their software · price +$12.9M$130M+$15.1M
- ServiceNowNOW118,057 shares · 3.2% of their software · price +$8.6M$73.5M+$5.0M
- IntuitINTU119,300 shares · 2.8% of their software · price +$5.9M$64.4M+$6.3M
- OracleORCL734,632 shares · 2.8% of their software · price +$6.8M$64.0M+$2.4M
- Automatic Data Processing, Inc.ADP224,320 shares · 2.0% of their software$44.8M+$3.0M
- CrowdStrikeCRWD172,321 shares · 1.9% of their software · price −$953K$42.4M+$6.3M
- Block, Inc.XYZ167,195 shares · 1.8% of their software · price −$662K$40.1M+$3.2M
- CadenceCDNS246,447 shares · 1.6% of their software · price +$3.6M$37.3MFlat
- Uber Technologies, Inc.UBER662,342 shares · 1.3% of their software · price −$3.5M$29.7M+$5.8M
- Fiserv, Inc.FISV265,260 shares · 1.3% of their software$28.8M+$3.2M
- AutodeskADSK97,517 shares · 1.2% of their software · price −$656K$27.8M+$2.9M
- VeevaVEEV92,694 shares · 1.2% of their software · price −$2.1M$26.7M+$3.1M
- Roper Technologies, Inc.ROP56,812 shares · 1.1% of their software · price −$1.4M$25.3MFlat
- CloudflareNET222,979 shares · 1.1% of their software · price +$1.5M$25.1M+$1.7M
- OktaOKTA101,990 shares · 1.1% of their software · price −$749K$24.2M+$5.3M
- Lyft, Inc.LYFT445,672 shares · 1.1% of their software · price −$3.1M$23.9M+$4.8M
- CoStarCSGP255,498 shares · 1.0% of their software · price +$828K$22.0MFlat
- ZscalerZS83,014 shares · 1.0% of their software · price +$3.8M$21.8M+$1.8M
- SynopsysSNPS66,053 shares · 0.9% of their software · price +$1.6M$19.8M+$2.1M
- TwilioTWLO58,747 shares · 0.8% of their software · price −$4.4M$18.7M+$2.0M
- DocuSignDOCU71,505 shares · 0.8% of their software · price −$1.6M$18.4M+$1.1M
- The Trade DeskTTD249,572 shares · 0.8% of their software · price −$1.8M$17.5M+$1.5M
- Paychex, Inc.PAYX151,766 shares · 0.8% of their software · price +$782K$17.1M+$1.8M
- FortinetFTNT57,054 shares · 0.7% of their software · price +$3.1M$16.7M+$1.2M
- ShopifySHOP11,881 shares · 0.7% of their software · price −$1.2M$16.1M+$2.5M
- ZoomZM53,486 shares · 0.6% of their software · price −$6.7M$14.0M−$3.9M
- Shift4 Payments, Inc.FOUR178,833 shares · 0.6% of their software · price −$2.9M$13.9M+$5.8M
- VeriskVRSK67,920 shares · 0.6% of their software · price +$1.7M$13.6M+$1.3M
- SnowflakeSNOW43,709 shares · 0.6% of their software · price +$2.7M$13.2M+$9.3M
- BILLBILL46,000 shares · 0.5% of their software · price +$3.9M$12.3M−$1.8M
- WorkdayWDAY47,711 shares · 0.5% of their software · price +$532K$11.9M+$1.1M
- UnityU93,083 shares · 0.5% of their software · price +$1.5M$11.8M−$871K
- Palo Alto NetworksPANW22,233 shares · 0.5% of their software · price +$2.4M$10.7MFlat
- PTCPTC87,322 shares · 0.5% of their software · price −$1.9M$10.5MFlat
- AsanaASAN99,000 shares · 0.5% of their software · price +$4.1M$10.3M+$2.3M
- PaycomPAYC20,379 shares · 0.4% of their software · price +$2.7M$10.1M+$610K
- NetApp, Inc.NTAP110,689 shares · 0.4% of their software · price +$879K$9.9MFlat
- Commerce.com, Inc.CMRC195,900 shares · 0.4% of their software · price −$2.8M$9.9M+$3.1M
- VeriSign, Inc.VRSN43,647 shares · 0.4% of their software · price −$990K$8.9M+$1.1M
- TrimbleTRMB103,967 shares · 0.4% of their software$8.6M+$893K
- BroadridgeBR51,187 shares · 0.4% of their software$8.5M+$514K
- PalantirPLTR351,743 shares · 0.4% of their software · price −$816K$8.5M+$6.3M
- Tyler TechnologiesTYL17,962 shares · 0.4% of their software$8.2M+$581K
- AkamaiAKAM69,857 shares · 0.3% of their software · price −$839K$7.3M+$631K
- HubSpotHUBS9,975 shares · 0.3% of their software · price +$931K$6.7MFlat
- MongoDBMDB12,763 shares · 0.3% of their software · price +$1.4M$6.0MFlat
- DatadogDDOG42,193 shares · 0.3% of their software · price +$1.6M$6.0MFlat
- Gen DigitalGEN224,327 shares · 0.3% of their software$5.7MFlat
- F5, Inc.FFIV25,290 shares · 0.2% of their software$5.0MFlat
- RingCentralRNG17,827 shares · 0.2% of their software · price −$1.3M$3.9MFlat
- Check PointCHKP30,936 shares · 0.2% of their software$3.5MFlat
- SS&CSSNC50,317 shares · 0.2% of their software$3.5MFlat
- FactSetFDS8,697 shares · 0.2% of their software · price +$515K$3.4MFlat
- DynatraceDT42,317 shares · 0.1% of their software · price +$531K$3.0MFlat
- JFrogFROG87,500 shares · 0.1% of their software · price −$1.1M$2.9M+$1.4M
- Fair IsaacFICO6,728 shares · 0.1% of their software · price −$705K$2.7MFlat
- GoDaddyGDDY37,839 shares · 0.1% of their software · price −$653K$2.6M−$3.9M
- Bentley SystemsBSY42,764 shares · 0.1% of their software$2.6MFlat
- WixWIX12,685 shares · 0.1% of their software · price −$1.2M$2.5MFlat
- GuidewireGWRE16,816 shares · 0.1% of their software$2.0MFlat
- DropboxDBX66,885 shares · 0.1% of their software$2.0MFlat
- Immersion CorporationIMMR206,320 shares · 0.1% of their software$1.4MFlat
- Kingsoft Cloud Holdings LimitedKC13,811 shares · 0.0% of their software$391KFlat
- PagSeguro Digital Ltd.PAGS6,833 shares · 0.0% of their software$353KFlat
- Repay Holdings CorporationRPAY14,485 shares · 0.0% of their software$334KFlat
- Agora, Inc.API11,200 shares · 0.0% of their software$325KFlat
- BlackbaudBLKB4,618 shares · 0.0% of their software$325KFlat
- ACI WorldwideACIW8,862 shares · 0.0% of their software$272KFlat
- Agilysys, Inc.AGYS4,278 shares · 0.0% of their software$224KFlat
- Q2QTWO2,435 shares · 0.0% of their software$195KFlat
- i3 Verticals, Inc.IIIV6,206 shares · 0.0% of their software$150KFlat
- Lesaka Technologies, Inc.LSAK13,469 shares · 0.0% of their software$63KFlat