Generalist · Tokyo, Japan
Mitsubishi Ufj Asset Management
Q2 2022 · compared with Q1 2022
Filed as Mitsubishi Ufj Asset Management CO., LTD.
- Software
- $2.3B
- Weight of 13F
- 10.2%
- Names
- 87
- Net bought
- +$401M
Filed 4 August 2022 · SEC filing.
1,138 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
- MicrosoftMSFT4,701,162 shares · 52.3% of their software · price −$242M$1.2B+$98.7M
- AdobeADBE302,425 shares · 4.8% of their software · price −$27.1M$111M+$9.2M
- SalesforceCRM653,934 shares · 4.7% of their software · price −$30.9M$108M+$10.9M
- ServiceNowNOW156,756 shares · 3.2% of their software · price −$12.8M$74.5M+$7.1M
- IntuitINTU171,851 shares · 2.9% of their software · price −$16.4M$66.2M+$7.1M
- OracleORCL903,229 shares · 2.7% of their software · price −$11.6M$63.1M+$4.9M
- Automatic Data Processing, Inc.ADP297,534 shares · 2.7% of their software · price −$5.2M$62.5M+$4.5M
- CadenceCDNS311,681 shares · 2.0% of their software · price −$4.5M$46.8M+$2.7M
- CrowdStrikeCRWD208,285 shares · 1.5% of their software · price −$12.2M$35.1M+$3.9M
- Fiserv, Inc.FISV371,763 shares · 1.4% of their software · price −$4.6M$33.1M+$3.1M
- Roper Technologies, Inc.ROP72,840 shares · 1.2% of their software · price −$5.7M$28.7M+$2.1M
- SynopsysSNPS94,308 shares · 1.2% of their software · price −$2.8M$28.6M+$2.7M
- Paychex, Inc.PAYX208,104 shares · 1.0% of their software · price −$4.7M$23.7M+$1.8M
- FortinetFTNT415,410 shares · 1.0% of their software · price −$118M$23.5M+$115M
- AutodeskADSK134,210 shares · 1.0% of their software · price −$5.7M$23.1M+$1.7M
- CoStarCSGP316,226 shares · 0.8% of their software · price −$2.0M$19.1M+$1.1M
- VeriskVRSK96,581 shares · 0.7% of their software · price −$4.0M$16.7M+$1.6M
- DatadogDDOG164,503 shares · 0.7% of their software · price −$9.3M$15.7M+$3.6M
- Palo Alto NetworksPANW30,484 shares · 0.7% of their software · price −$3.9M$15.1M+$1.4M
- Uber Technologies, Inc.UBER683,444 shares · 0.6% of their software · price −$10.4M$14.0M+$1.0M
- ZscalerZS89,831 shares · 0.6% of their software · price −$8.2M$13.4M+$1.8M
- Block, Inc.XYZ203,250 shares · 0.5% of their software · price −$15.1M$12.5M+$2.1M
- CloudflareNET271,103 shares · 0.5% of their software · price −$20.6M$11.9M+$1.2M
- PTCPTC106,003 shares · 0.5% of their software$11.3M−$1.4M
- NetApp, Inc.NTAP165,789 shares · 0.5% of their software · price −$2.9M$10.8M+$1.9M
- VeriSign, Inc.VRSN60,952 shares · 0.4% of their software · price −$3.4M$10.2M+$745K
- BroadridgeBR68,560 shares · 0.4% of their software · price −$902K$9.8M+$890K
- OktaOKTA98,605 shares · 0.4% of their software · price −$6.0M$8.9MFlat
- The Trade DeskTTD205,415 shares · 0.4% of their software · price −$5.6M$8.6M+$558K
- AkamaiAKAM92,972 shares · 0.4% of their software · price −$2.6M$8.5M+$511K
- WorkdayWDAY59,615 shares · 0.4% of their software · price −$6.0M$8.3M+$1.2M
- TrimbleTRMB141,553 shares · 0.4% of their software · price −$2.0M$8.2M+$994K
- FactSetFDS21,335 shares · 0.4% of their software · price −$1.1M$8.2M+$907K
- PaycomPAYC27,900 shares · 0.3% of their software · price −$1.8M$7.8MFlat
- SnowflakeSNOW56,192 shares · 0.3% of their software · price −$5.1M$7.8M+$1.1M
- Tyler TechnologiesTYL23,382 shares · 0.3% of their software · price −$2.6M$7.8M+$602K
- BILLBILL70,385 shares · 0.3% of their software · price −$8.2M$7.7M+$1.0M
- UnityU204,971 shares · 0.3% of their software · price −$12.8M$7.5M+$13.3M
- ZoomZM69,565 shares · 0.3% of their software · price −$644K$7.5M+$615K
- VeevaVEEV37,471 shares · 0.3% of their software · price −$540K$7.4M−$13.8M
- GitLabGTLB132,000 shares · 0.3% of their software$7.0MNew · +$7.2M
- Gen DigitalGEN316,725 shares · 0.3% of their software · price −$1.4M$7.0MFlat
- MongoDBMDB25,018 shares · 0.3% of their software · price −$4.6M$6.5M+$4.5M
- TwilioTWLO77,223 shares · 0.3% of their software · price −$6.3M$6.5M+$1.4M
- Lyft, Inc.LYFT415,706 shares · 0.2% of their software · price −$10.4M$5.5M+$841K
- F5, Inc.FFIV35,971 shares · 0.2% of their software · price −$2.0M$5.5M+$895K
- DoximityDOCS150,500 shares · 0.2% of their software · price −$2.6M$5.2M−$750K
- DocuSignDOCU83,096 shares · 0.2% of their software · price −$4.1M$4.8M+$569K
- JFrogFROG219,600 shares · 0.2% of their software · price −$1.3M$4.6MFlat
- Commerce.com, Inc.CMRC273,600 shares · 0.2% of their software · price −$1.6M$4.4MFlat
- ShopifySHOP130,980 shares · 0.2% of their software · price −$84.4M$4.1M+$79.9M
- PalantirPLTR449,999 shares · 0.2% of their software · price −$2.1M$4.1M+$589K
- Shift4 Payments, Inc.FOUR120,838 shares · 0.2% of their software · price −$3.5M$4.0MFlat
- AsanaASAN226,220 shares · 0.2% of their software · price −$5.1M$4.0M+$573K
- Check PointCHKP31,294 shares · 0.2% of their software · price −$516K$3.8MFlat
- SS&CSSNC61,560 shares · 0.2% of their software · price −$1.0M$3.6MFlat
- HubSpotHUBS11,687 shares · 0.2% of their software · price −$2.0M$3.5MFlat
- GoDaddyGDDY42,747 shares · 0.1% of their software · price −$604K$3.0MFlat
- Fair IsaacFICO6,586 shares · 0.1% of their software$2.6MFlat
- ZoomInfoZI66,478 shares · 0.1% of their software$2.2MFlat
- AppLovinAPP59,700 shares · 0.1% of their software · price −$1.2M$2.1M+$1.7M
- DynatraceDT51,613 shares · 0.1% of their software$2.0MFlat
- Bentley SystemsBSY54,495 shares · 0.1% of their software · price −$593K$1.8MFlat
- DropboxDBX80,109 shares · 0.1% of their software$1.7MFlat
- DigitalOceanDOCN40,400 shares · 0.1% of their software · price −$666K$1.7MNew · +$2.3M
- GuidewireGWRE21,604 shares · 0.1% of their software · price −$511K$1.5MFlat
- RingCentralRNG20,989 shares · 0.0% of their software · price −$1.4M$1.1MFlat
- FlywireFLYW54,823 shares · 0.0% of their software · price −$710K$967KFlat
- WixWIX12,835 shares · 0.0% of their software$841KFlat
- Grab Holdings LimitedGRAB317,609 shares · 0.0% of their software$804KFlat
- Immersion CorporationIMMR45,612 shares · 0.0% of their software$244KFlat
- Repay Holdings CorporationRPAY14,462 shares · 0.0% of their software$186KFlat
- BlackbaudBLKB3,002 shares · 0.0% of their software$174KFlat
- ACI WorldwideACIW6,661 shares · 0.0% of their software$172KFlat
- DLocal LimitedDLO6,360 shares · 0.0% of their software$167KNew · Flat
- BoxBOX6,442 shares · 0.0% of their software$162KFlat
- Q2QTWO4,117 shares · 0.0% of their software$159KFlat
- WorkivaWK2,366 shares · 0.0% of their software$156KFlat
- PaymentusPAY10,320 shares · 0.0% of their software$138KFlat
- i3 Verticals, Inc.IIIV4,646 shares · 0.0% of their software$116KFlat
- 8x8EGHT21,521 shares · 0.0% of their software$111K—
- PagSeguro Digital Ltd.PAGS10,798 shares · 0.0% of their software$111KFlat
- LightspeedLSPD4,896 shares · 0.0% of their software$109KNew · Flat
- Agilysys, Inc.AGYS2,125 shares · 0.0% of their software$100KFlat
- Payoneer Global Inc.PAYO25,582 shares · 0.0% of their software$100KFlat
- StoneCo Ltd.STNE10,994 shares · 0.0% of their software$85KNew · Flat
- Ooma, Inc.OOMA3,460 shares · 0.0% of their software$41KFlat