Generalist · Tokyo, Japan
Mitsubishi Ufj Asset Management
Q4 2021 · compared with Q3 2021
Filed as Mitsubishi Ufj Asset Management CO., LTD.
- Software
- $2.8B
- Weight of 13F
- 11.1%
- Names
- 79
- Net bought
- +$334M
Filed 7 February 2022 · SEC filing.
1,134 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
- MicrosoftMSFT4,013,760 shares · 48.0% of their software · price +$218M$1.3B+$153M
- AdobeADBE267,346 shares · 5.4% of their software · price −$2.3M$151M+$16.1M
- SalesforceCRM551,251 shares · 5.0% of their software · price −$9.4M$141M+$19.4M
- IntuitINTU143,971 shares · 3.2% of their software · price +$14.9M$90.9M+$13.3M
- ServiceNowNOW131,587 shares · 3.0% of their software · price +$3.5M$82.9M+$8.4M
- OracleORCL789,537 shares · 2.5% of their software$69.4M+$4.8M
- Automatic Data Processing, Inc.ADP255,836 shares · 2.2% of their software · price +$11.9M$62.4M+$6.3M
- CadenceCDNS280,935 shares · 1.8% of their software · price +$9.8M$51.5M+$5.2M
- CrowdStrikeCRWD198,305 shares · 1.4% of their software · price −$8.1M$39.3M+$6.4M
- Fiserv, Inc.FISV312,319 shares · 1.2% of their software · price −$1.5M$33.6M+$5.1M
- AutodeskADSK114,766 shares · 1.2% of their software$32.6M+$4.9M
- Uber Technologies, Inc.UBER685,930 shares · 1.1% of their software · price −$2.0M$30.1M+$1.1M
- Roper Technologies, Inc.ROP63,254 shares · 1.1% of their software · price +$2.9M$30.0M+$2.9M
- Block, Inc.XYZ183,052 shares · 1.1% of their software · price −$14.3M$30.0M+$3.8M
- SynopsysSNPS78,267 shares · 1.0% of their software · price +$5.4M$28.3M+$3.7M
- ZscalerZS90,119 shares · 1.0% of their software · price +$5.3M$27.2M+$1.9M
- CloudflareNET200,749 shares · 0.9% of their software · price +$3.8M$25.3M−$2.5M
- Paychex, Inc.PAYX182,134 shares · 0.9% of their software · price +$4.4M$24.5M+$3.4M
- VeevaVEEV94,760 shares · 0.9% of their software · price −$3.1M$24.3M+$595K
- FortinetFTNT72,619 shares · 0.9% of their software · price +$4.9M$24.2M+$4.5M
- CoStarCSGP285,920 shares · 0.8% of their software · price −$2.0M$22.5M+$2.6M
- Lyft, Inc.LYFT499,806 shares · 0.8% of their software · price −$5.4M$22.3M+$2.9M
- OktaOKTA99,478 shares · 0.8% of their software · price −$1.3M$22.2M−$596K
- The Trade DeskTTD193,972 shares · 0.6% of their software · price +$4.1M$17.5M−$3.9M
- VeriskVRSK78,643 shares · 0.6% of their software · price +$2.2M$17.4M+$2.1M
- SnowflakeSNOW50,962 shares · 0.6% of their software · price +$1.9M$16.9M+$2.2M
- TwilioTWLO63,148 shares · 0.6% of their software · price −$3.5M$16.6M+$1.4M
- BILLBILL67,700 shares · 0.6% of their software · price −$1.2M$15.8M+$5.8M
- ShopifySHOP10,975 shares · 0.5% of their software$15.0M−$1.2M
- Palo Alto NetworksPANW27,375 shares · 0.5% of their software · price +$2.1M$14.9M+$2.5M
- WorkdayWDAY54,831 shares · 0.5% of their software · price +$1.3M$14.5M+$1.8M
- DatadogDDOG85,144 shares · 0.5% of their software · price +$3.1M$13.9M+$6.1M
- VeriSign, Inc.VRSN52,393 shares · 0.5% of their software · price +$2.6M$13.2M+$1.8M
- PTCPTC107,162 shares · 0.5% of their software$13.2M+$2.4M
- AsanaASAN176,400 shares · 0.5% of their software · price −$5.2M$12.6M+$8.0M
- NetApp, Inc.NTAP131,946 shares · 0.4% of their software$12.2M+$1.9M
- DocuSignDOCU77,527 shares · 0.4% of their software · price −$8.1M$12.2M+$1.6M
- ZoomZM62,212 shares · 0.4% of their software · price −$4.8M$11.5M+$2.3M
- Tyler TechnologiesTYL20,595 shares · 0.4% of their software · price +$1.6M$10.8M+$1.2M
- Shift4 Payments, Inc.FOUR179,775 shares · 0.4% of their software · price −$3.5M$10.7MFlat
- BroadridgeBR58,629 shares · 0.4% of their software · price +$949K$10.6M+$1.2M
- TrimbleTRMB118,139 shares · 0.4% of their software · price +$584K$10.2M+$1.2M
- Commerce.com, Inc.CMRC270,300 shares · 0.4% of their software · price −$4.1M$10.1M+$3.8M
- AkamaiAKAM82,916 shares · 0.3% of their software · price +$1.0M$9.7M+$1.4M
- PaycomPAYC24,001 shares · 0.3% of their software · price −$1.9M$9.7M+$1.8M
- UnityU62,878 shares · 0.3% of their software · price +$1.1M$8.7M−$3.8M
- FactSetFDS17,630 shares · 0.3% of their software · price +$1.6M$8.4M+$3.5M
- DoximityDOCS162,400 shares · 0.3% of their software · price −$5.0M$8.4MNew · +$13.1M
- PalantirPLTR384,937 shares · 0.3% of their software · price −$2.2M$7.1M+$798K
- F5, Inc.FFIV28,470 shares · 0.2% of their software · price +$1.3M$6.9M+$632K
- Gen DigitalGEN261,495 shares · 0.2% of their software$6.9M+$940K
- MongoDBMDB14,118 shares · 0.2% of their software · price +$817K$6.9M+$639K
- HubSpotHUBS10,902 shares · 0.2% of their software$6.6M+$627K
- SS&CSSNC56,535 shares · 0.2% of their software · price +$711K$4.7MFlat
- RingCentralRNG19,055 shares · 0.1% of their software · price −$575K$3.7MFlat
- Check PointCHKP29,226 shares · 0.1% of their software$3.4MFlat
- ZoomInfoZI54,500 shares · 0.1% of their software$3.4MNew
- GoDaddyGDDY38,982 shares · 0.1% of their software · price +$591K$3.3MFlat
- Fair IsaacFICO6,948 shares · 0.1% of their software$3.1MFlat
- AppLovinAPP29,100 shares · 0.1% of their software · price +$637K$2.7MNew · +$2.1M
- JFrogFROG87,500 shares · 0.1% of their software$2.7MFlat
- DynatraceDT43,204 shares · 0.1% of their software$2.6MFlat
- Bentley SystemsBSY45,674 shares · 0.1% of their software · price −$562K$2.2MFlat
- WixWIX13,216 shares · 0.1% of their software · price −$505K$2.1MFlat
- GuidewireGWRE18,050 shares · 0.1% of their software$2.0MFlat
- FlywireFLYW51,418 shares · 0.1% of their software$2.0MNew · +$2.3M
- DropboxDBX72,079 shares · 0.1% of their software$1.8MFlat
- Immersion CorporationIMMR94,964 shares · 0.0% of their software$557K−$762K
- PaymentusPAY8,799 shares · 0.0% of their software$299KNew · Flat
- ACI WorldwideACIW8,390 shares · 0.0% of their software$293KFlat
- Repay Holdings CorporationRPAY14,700 shares · 0.0% of their software$287KFlat
- BlackbaudBLKB3,573 shares · 0.0% of their software$284KFlat
- PagSeguro Digital Ltd.PAGS9,204 shares · 0.0% of their software$263KFlat
- i3 Verticals, Inc.IIIV9,020 shares · 0.0% of their software$219KFlat
- Kingsoft Cloud Holdings LimitedKC13,811 shares · 0.0% of their software$204KFlat
- Payoneer Global Inc.PAYO25,532 shares · 0.0% of their software$185KNew · Flat
- Q2QTWO2,202 shares · 0.0% of their software$179KFlat
- Agora, Inc.API11,200 shares · 0.0% of their software$177KFlat
- Agilysys, Inc.AGYS3,431 shares · 0.0% of their software$152KFlat