Generalist · Tokyo, Japan
Mitsubishi Ufj Asset Management
Q4 2022 · compared with Q3 2022
Filed as Mitsubishi Ufj Asset Management CO., LTD.
- Software
- $4.3B
- Weight of 13F
- 11.6%
- Names
- 93
- Net bought
- +$398M
Filed 7 February 2023 · SEC filing.
1,123 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
- MicrosoftMSFT9,156,190 shares · 51.5% of their software · price +$63.4M$2.2B+$229M
- Automatic Data Processing, Inc.ADP1,297,270 shares · 7.2% of their software · price +$16.4M$308M+$7.3M
- AdobeADBE877,284 shares · 6.9% of their software · price +$53.8M$296M+$38.6M
- Roper Technologies, Inc.ROP660,982 shares · 6.7% of their software · price +$47.9M$287M+$14.4M
- BroadridgeBR1,111,074 shares · 3.5% of their software · price −$11.3M$150M+$6.5M
- SalesforceCRM811,477 shares · 2.6% of their software · price −$9.1M$109M+$13.3M
- OracleORCL1,113,570 shares · 2.2% of their software · price +$23.0M$93.2M+$8.2M
- IntuitINTU212,329 shares · 1.9% of their software$83.1M+$9.2M
- ServiceNowNOW196,129 shares · 1.8% of their software · price +$2.1M$75.6M+$6.6M
- CadenceCDNS315,054 shares · 1.2% of their software · price −$879K$50.3M+$1.5M
- Fiserv, Inc.FISV477,781 shares · 1.1% of their software · price +$3.6M$48.4M+$4.8M
- CoStarCSGP545,791 shares · 1.0% of their software · price +$4.2M$42.4M+$6.5M
- SynopsysSNPS116,779 shares · 0.9% of their software · price +$1.6M$37.3M+$4.0M
- AutodeskADSK166,455 shares · 0.7% of their software$30.8M+$3.3M
- Paychex, Inc.PAYX260,342 shares · 0.7% of their software · price +$872K$30.2M+$2.8M
- CrowdStrikeCRWD241,132 shares · 0.6% of their software · price −$14.4M$24.9M+$4.4M
- FortinetFTNT503,281 shares · 0.6% of their software$24.4M+$2.5M
- VeriskVRSK121,659 shares · 0.5% of their software · price +$717K$21.6M+$2.9M
- Uber Technologies, Inc.UBER761,070 shares · 0.5% of their software · price −$1.3M$19.3M+$814K
- Palo Alto NetworksPANW131,351 shares · 0.4% of their software · price −$3.2M$18.2M+$2.4M
- PTCPTC115,009 shares · 0.3% of their software · price +$1.8M$13.8MFlat
- DatadogDDOG184,587 shares · 0.3% of their software · price −$2.8M$13.3M+$661K
- VeriSign, Inc.VRSN65,173 shares · 0.3% of their software · price +$2.1M$13.2M−$515K
- WorkdayWDAY74,546 shares · 0.3% of their software · price +$1.1M$12.6M+$1.4M
- NetApp, Inc.NTAP201,096 shares · 0.3% of their software$12.2M+$1.1M
- CloudflareNET280,484 shares · 0.3% of their software · price −$2.8M$12.1MFlat
- Block, Inc.XYZ173,115 shares · 0.3% of their software · price +$1.4M$11.2M+$1.2M
- PaycomPAYC36,673 shares · 0.3% of their software · price −$722K$11.2M+$1.6M
- FactSetFDS27,017 shares · 0.3% of their software$11.0M+$1.4M
- The Trade DeskTTD242,468 shares · 0.3% of their software · price −$3.6M$10.7M+$1.6M
- ZscalerZS93,234 shares · 0.2% of their software · price −$4.9M$10.3M+$531K
- AkamaiAKAM112,826 shares · 0.2% of their software$9.6M+$846K
- SnowflakeSNOW69,929 shares · 0.2% of their software · price −$1.8M$9.5M+$873K
- Tyler TechnologiesTYL29,034 shares · 0.2% of their software · price −$728K$9.3M+$1.1M
- Gen DigitalGEN416,099 shares · 0.2% of their software · price +$537K$9.0MFlat
- TrimbleTRMB173,971 shares · 0.2% of their software · price −$645K$8.8M+$963K
- BILLBILL77,085 shares · 0.2% of their software · price −$1.8M$8.4MFlat
- MongoDBMDB41,108 shares · 0.2% of their software$7.8MFlat
- GitLabGTLB167,000 shares · 0.2% of their software · price −$965K$7.3M+$768K
- VeevaVEEV44,661 shares · 0.2% of their software$7.1M+$757K
- UnityU249,372 shares · 0.2% of their software · price −$815K$6.7M+$1.0M
- OktaOKTA96,106 shares · 0.2% of their software · price +$1.1M$6.7MFlat
- Shift4 Payments, Inc.FOUR120,483 shares · 0.1% of their software · price +$1.4M$6.3MFlat
- F5, Inc.FFIV42,339 shares · 0.1% of their software$6.1M+$563K
- ZoomZM87,569 shares · 0.1% of their software · price −$512K$5.8M+$510K
- Lyft, Inc.LYFT457,052 shares · 0.1% of their software · price −$983K$5.1M+$545K
- DocuSignDOCU89,532 shares · 0.1% of their software$5.1MFlat
- DoximityDOCS150,500 shares · 0.1% of their software · price +$503K$4.9MFlat
- Fair IsaacFICO8,170 shares · 0.1% of their software · price +$1.5M$4.8MFlat
- JFrogFROG198,700 shares · 0.1% of their software$4.4MFlat
- Check PointCHKP33,314 shares · 0.1% of their software$4.2MFlat
- HubSpotHUBS14,218 shares · 0.1% of their software$4.1MFlat
- SS&CSSNC76,008 shares · 0.1% of their software$4.0MFlat
- PalantirPLTR557,830 shares · 0.1% of their software · price −$954K$3.6MFlat
- GoDaddyGDDY47,615 shares · 0.1% of their software$3.5MFlat
- AsanaASAN227,933 shares · 0.1% of their software · price −$1.9M$3.0MFlat
- TwilioTWLO57,155 shares · 0.1% of their software · price −$1.2M$2.9M−$1.4M
- PaylocityPCTY12,920 shares · 0.1% of their software · price −$611K$2.5MNew · +$3.1M
- Bentley SystemsBSY65,427 shares · 0.1% of their software$2.4MFlat
- DynatraceDT62,353 shares · 0.1% of their software$2.4MFlat
- Commerce.com, Inc.CMRC273,600 shares · 0.1% of their software · price −$1.7M$2.3MFlat
- ZoomInfoZI77,681 shares · 0.1% of their software$2.3MFlat
- DropboxDBX95,154 shares · 0.1% of their software$2.2MFlat
- monday.comMNDY16,500 shares · 0.0% of their software$2.0MNew · +$1.9M
- DigitalOceanDOCN67,100 shares · 0.0% of their software · price −$718K$1.7MFlat
- Xperi Inc.XPER191,207 shares · 0.0% of their software · price −$3.3M$1.7MNew · +$5.0M
- Grab Holdings LimitedGRAB444,840 shares · 0.0% of their software$1.5MFlat
- ToastTOST77,121 shares · 0.0% of their software$1.4MNew · +$1.3M
- WixWIX17,743 shares · 0.0% of their software$1.3MFlat
- FlywireFLYW52,723 shares · 0.0% of their software$1.3MFlat
- AtlassianTEAM8,405 shares · 0.0% of their software · price −$688K$1.1MNew · +$1.8M
- DuolingoDUOL13,572 shares · 0.0% of their software$963KFlat
- AppLovinAPP29,100 shares · 0.0% of their software$312K−$596K
- Immersion CorporationIMMR30,615 shares · 0.0% of their software$232KFlat
- DLocal LimitedDLO13,706 shares · 0.0% of their software$211KFlat
- WorkivaWK2,259 shares · 0.0% of their software$186KFlat
- ACI WorldwideACIW7,940 shares · 0.0% of their software$183KFlat
- RingCentralRNG5,167 shares · 0.0% of their software$179K−$898K
- BoxBOX5,635 shares · 0.0% of their software$176KFlat
- 8x8EGHT40,455 shares · 0.0% of their software$176K—
- Q2QTWO6,406 shares · 0.0% of their software$174KFlat
- BlackbaudBLKB2,891 shares · 0.0% of their software$173KFlat
- Repay Holdings CorporationRPAY19,989 shares · 0.0% of their software$160KFlat
- PagSeguro Digital Ltd.PAGS18,646 shares · 0.0% of their software$154KFlat
- ShopifySHOP4,249 shares · 0.0% of their software$152KFlat
- Agilysys, Inc.AGYS1,766 shares · 0.0% of their software$137KFlat
- Paysafe LimitedPSFE8,014 shares · 0.0% of their software$116KNew · Flat
- Payoneer Global Inc.PAYO20,982 shares · 0.0% of their software$114KFlat
- LightspeedLSPD7,329 shares · 0.0% of their software$104KFlat
- StoneCo Ltd.STNE10,994 shares · 0.0% of their software$93KFlat
- i3 Verticals, Inc.IIIV3,164 shares · 0.0% of their software$77KFlat
- PaymentusPAY6,165 shares · 0.0% of their software$50KFlat
- Ooma, Inc.OOMA2,179 shares · 0.0% of their software$30KFlat