Generalist · Tokyo, Japan
Mitsubishi Ufj Asset Management
Q3 2022 · compared with Q2 2022
Filed as Mitsubishi Ufj Asset Management CO., LTD.
- Software
- $3.7B
- Weight of 13F
- 11.9%
- Names
- 88
- Net bought
- +$1.7B
Filed 1 November 2022 · SEC filing.
1,127 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
- MicrosoftMSFT8,172,257 shares · 51.3% of their software · price −$196M$1.9B+$891M
- Automatic Data Processing, Inc.ADP1,265,068 shares · 7.7% of their software · price +$20.4M$286M+$203M
- Roper Technologies, Inc.ROP620,910 shares · 6.0% of their software · price −$21.7M$223M+$216M
- AdobeADBE737,069 shares · 5.5% of their software · price −$67.0M$203M+$159M
- BroadridgeBR1,065,835 shares · 4.1% of their software · price +$1.9M$154M+$142M
- SalesforceCRM719,221 shares · 2.8% of their software · price −$15.2M$103M+$10.8M
- IntuitINTU188,565 shares · 2.0% of their software$73.0M+$6.4M
- ServiceNowNOW178,758 shares · 1.8% of their software · price −$17.5M$67.5M+$10.5M
- OracleORCL978,586 shares · 1.6% of their software · price −$8.6M$59.8M+$5.3M
- CadenceCDNS305,645 shares · 1.3% of their software · price +$4.1M$50.0M−$906K
- Fiserv, Inc.FISV426,984 shares · 1.1% of their software · price +$2.0M$40.0M+$4.9M
- CrowdStrikeCRWD214,358 shares · 1.0% of their software · price −$804K$35.3M+$1.0M
- SynopsysSNPS103,620 shares · 0.9% of their software$31.7M+$2.8M
- CoStarCSGP452,575 shares · 0.8% of their software · price +$4.2M$31.5M+$8.2M
- AutodeskADSK148,974 shares · 0.8% of their software · price +$2.2M$27.8M+$2.5M
- Paychex, Inc.PAYX235,239 shares · 0.7% of their software$26.4M+$3.1M
- FortinetFTNT453,132 shares · 0.6% of their software · price −$3.4M$22.3M+$2.1M
- Uber Technologies, Inc.UBER730,361 shares · 0.5% of their software · price +$4.4M$19.4M+$960K
- Palo Alto NetworksPANW116,493 shares · 0.5% of their software · price −$38.5M$19.1M+$42.5M
- VeriskVRSK104,795 shares · 0.5% of their software$17.9M+$1.4M
- DatadogDDOG177,138 shares · 0.4% of their software · price −$1.1M$15.7M+$1.2M
- CloudflareNET279,403 shares · 0.4% of their software · price +$3.2M$15.5MFlat
- ZscalerZS90,002 shares · 0.4% of their software · price +$1.3M$14.8MFlat
- The Trade DeskTTD215,415 shares · 0.3% of their software · price +$3.8M$12.9MFlat
- PTCPTC114,503 shares · 0.3% of their software$12.0M+$904K
- VeriSign, Inc.VRSN68,140 shares · 0.3% of their software$11.8M+$1.2M
- NetApp, Inc.NTAP183,492 shares · 0.3% of their software · price −$622K$11.3M+$1.2M
- SnowflakeSNOW64,792 shares · 0.3% of their software · price +$2.0M$11.0M+$1.2M
- PaycomPAYC31,742 shares · 0.3% of their software · price +$1.6M$10.5M+$1.1M
- WorkdayWDAY65,399 shares · 0.3% of their software · price +$827K$10.0M+$807K
- BILLBILL73,585 shares · 0.3% of their software · price +$1.7M$9.7MFlat
- FactSetFDS23,590 shares · 0.3% of their software$9.4M+$867K
- Tyler TechnologiesTYL25,859 shares · 0.2% of their software$9.0M+$824K
- TrimbleTRMB156,224 shares · 0.2% of their software · price −$619K$8.5M+$854K
- Block, Inc.XYZ150,897 shares · 0.2% of their software · price −$976K$8.3M−$3.2M
- AkamaiAKAM102,296 shares · 0.2% of their software · price −$1.1M$8.2M+$852K
- Gen DigitalGEN398,028 shares · 0.2% of their software · price −$724K$8.0M+$1.8M
- GitLabGTLB152,000 shares · 0.2% of their software$7.8M+$1.1M
- MongoDBMDB39,027 shares · 0.2% of their software · price −$2.4M$7.7M+$3.6M
- UnityU216,869 shares · 0.2% of their software · price −$1.1M$6.9MFlat
- VeevaVEEV40,071 shares · 0.2% of their software · price −$1.3M$6.6M+$515K
- ZoomZM80,638 shares · 0.2% of their software · price −$2.8M$5.9M+$1.2M
- F5, Inc.FFIV38,446 shares · 0.1% of their software$5.6MFlat
- Lyft, Inc.LYFT415,706 shares · 0.1% of their software$5.5MFlat
- Shift4 Payments, Inc.FOUR121,115 shares · 0.1% of their software · price +$1.4M$5.4MFlat
- TwilioTWLO77,397 shares · 0.1% of their software · price −$1.1M$5.4MFlat
- OktaOKTA94,054 shares · 0.1% of their software · price −$3.2M$5.3MFlat
- AsanaASAN227,032 shares · 0.1% of their software · price +$1.1M$5.0MFlat
- JFrogFROG219,600 shares · 0.1% of their software$4.9MFlat
- DocuSignDOCU89,527 shares · 0.1% of their software$4.8MFlat
- DoximityDOCS150,500 shares · 0.1% of their software · price −$692K$4.5MFlat
- PalantirPLTR498,199 shares · 0.1% of their software$4.1MFlat
- Commerce.com, Inc.CMRC273,600 shares · 0.1% of their software$4.0MFlat
- Check PointCHKP31,208 shares · 0.1% of their software$3.5MFlat
- HubSpotHUBS12,809 shares · 0.1% of their software$3.5MFlat
- GoDaddyGDDY47,615 shares · 0.1% of their software$3.4MFlat
- SS&CSSNC68,160 shares · 0.1% of their software · price −$703K$3.3MFlat
- ZoomInfoZI77,681 shares · 0.1% of their software$3.2M—
- Fair IsaacFICO7,448 shares · 0.1% of their software$3.1MFlat
- DigitalOceanDOCN67,100 shares · 0.1% of their software$2.4M+$1.1M
- DynatraceDT62,353 shares · 0.1% of their software$2.2MFlat
- DropboxDBX97,978 shares · 0.1% of their software$2.0MFlat
- Bentley SystemsBSY54,295 shares · 0.0% of their software$1.7MFlat
- WixWIX17,743 shares · 0.0% of their software$1.4MFlat
- GuidewireGWRE21,604 shares · 0.0% of their software$1.3MFlat
- FlywireFLYW54,823 shares · 0.0% of their software$1.3MFlat
- Grab Holdings LimitedGRAB446,523 shares · 0.0% of their software$1.2MFlat
- AppLovinAPP59,700 shares · 0.0% of their software · price −$893K$1.2MFlat
- DuolingoDUOL11,600 shares · 0.0% of their software$1.1MNew · +$1.0M
- RingCentralRNG27,627 shares · 0.0% of their software$1.1MFlat
- Immersion CorporationIMMR43,691 shares · 0.0% of their software$240KFlat
- WorkivaWK2,607 shares · 0.0% of their software$203KFlat
- BoxBOX7,057 shares · 0.0% of their software$172KFlat
- Payoneer Global Inc.PAYO25,582 shares · 0.0% of their software$155KFlat
- PagSeguro Digital Ltd.PAGS10,798 shares · 0.0% of their software$143KFlat
- ACI WorldwideACIW6,661 shares · 0.0% of their software$139KFlat
- Q2QTWO4,117 shares · 0.0% of their software$133KFlat
- BlackbaudBLKB3,002 shares · 0.0% of their software$132KFlat
- DLocal LimitedDLO6,360 shares · 0.0% of their software$131KFlat
- ShopifySHOP4,517 shares · 0.0% of their software$122K−$4.0M
- Agilysys, Inc.AGYS2,125 shares · 0.0% of their software$118KFlat
- StoneCo Ltd.STNE10,994 shares · 0.0% of their software$105KFlat
- Repay Holdings CorporationRPAY14,462 shares · 0.0% of their software$102KFlat
- PaymentusPAY10,320 shares · 0.0% of their software$100KFlat
- i3 Verticals, Inc.IIIV4,646 shares · 0.0% of their software$93KFlat
- LightspeedLSPD4,896 shares · 0.0% of their software$86KFlat
- 8x8EGHT23,911 shares · 0.0% of their software$82K—
- Ooma, Inc.OOMA3,664 shares · 0.0% of their software$45KFlat