Generalist · Tokyo, Japan
Mitsubishi Ufj Asset Management
Q1 2023 · compared with Q4 2022
Filed as Mitsubishi Ufj Asset Management CO., LTD.
- Software
- $5.3B
- Weight of 13F
- 12.7%
- Names
- 93
- Net bought
- +$355M
Filed 8 May 2023 · SEC filing.
1,114 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
- MicrosoftMSFT9,586,009 shares · 51.9% of their software · price +$465M$2.8B+$103M
- AdobeADBE1,063,586 shares · 7.7% of their software · price +$51.9M$410M+$62.7M
- Automatic Data Processing, Inc.ADP1,624,603 shares · 6.8% of their software · price −$26.4M$362M+$78.2M
- Roper Technologies, Inc.ROP685,999 shares · 5.7% of their software · price +$5.9M$302M+$10.8M
- SalesforceCRM897,110 shares · 3.4% of their software · price +$60.3M$179M+$11.4M
- BroadridgeBR1,180,156 shares · 3.2% of their software · price +$14.7M$173M+$9.3M
- OracleORCL1,241,621 shares · 2.2% of their software · price +$13.9M$115M+$10.5M
- IntuitINTU233,181 shares · 2.0% of their software · price +$13.2M$104M+$8.1M
- ServiceNowNOW206,129 shares · 1.8% of their software · price +$15.8M$95.8M+$3.9M
- CadenceCDNS341,655 shares · 1.3% of their software · price +$16.9M$71.8M+$4.3M
- Fiserv, Inc.FISV524,162 shares · 1.1% of their software · price +$6.3M$59.2M+$4.7M
- SynopsysSNPS128,229 shares · 0.9% of their software · price +$8.6M$49.5M+$3.7M
- CoStarCSGP608,103 shares · 0.8% of their software · price −$5.1M$41.9M+$4.8M
- AutodeskADSK185,012 shares · 0.7% of their software · price +$3.9M$38.5M+$3.5M
- FortinetFTNT559,938 shares · 0.7% of their software · price +$9.8M$37.2M+$2.8M
- CrowdStrikeCRWD240,695 shares · 0.6% of their software · price +$7.7M$33.0MFlat
- Paychex, Inc.PAYX282,227 shares · 0.6% of their software$32.3M+$2.5M
- Palo Alto NetworksPANW139,484 shares · 0.5% of their software · price +$8.4M$27.9M+$1.1M
- Uber Technologies, Inc.UBER799,204 shares · 0.5% of their software · price +$5.6M$25.3M+$943K
- VeriskVRSK128,166 shares · 0.5% of their software · price +$2.0M$24.6M+$1.1M
- CloudflareNET287,883 shares · 0.3% of their software · price +$4.7M$17.8MFlat
- WorkdayWDAY79,337 shares · 0.3% of their software · price +$3.1M$16.4M+$802K
- PTCPTC124,996 shares · 0.3% of their software · price +$1.0M$16.0M+$1.2M
- The Trade DeskTTD252,201 shares · 0.3% of their software · price +$4.1M$15.4MFlat
- VeriSign, Inc.VRSN70,543 shares · 0.3% of their software$14.9M+$1.1M
- NetApp, Inc.NTAP222,781 shares · 0.3% of their software · price +$844K$14.2M+$1.3M
- Fair IsaacFICO19,458 shares · 0.3% of their software · price +$2.0M$13.7M+$6.8M
- DatadogDDOG180,818 shares · 0.2% of their software$13.1MFlat
- Block, Inc.XYZ188,827 shares · 0.2% of their software · price +$1.1M$13.0M+$987K
- FactSetFDS29,949 shares · 0.2% of their software$12.4M+$1.2M
- SnowflakeSNOW77,558 shares · 0.2% of their software · price +$834K$12.0M+$1.1M
- Tyler TechnologiesTYL32,752 shares · 0.2% of their software · price +$1.1M$11.6M+$1.2M
- PaycomPAYC37,855 shares · 0.2% of their software$11.5MFlat
- ZscalerZS97,528 shares · 0.2% of their software$11.4MFlat
- AtlassianTEAM60,062 shares · 0.2% of their software · price +$2.6M$10.3M+$6.6M
- TrimbleTRMB195,208 shares · 0.2% of their software$10.2M+$1.1M
- MongoDBMDB42,917 shares · 0.2% of their software · price +$1.6M$10.0MFlat
- AkamaiAKAM120,386 shares · 0.2% of their software · price −$722K$9.4M+$637K
- Shift4 Payments, Inc.FOUR120,726 shares · 0.2% of their software · price +$2.4M$9.2MFlat
- VeevaVEEV47,465 shares · 0.2% of their software · price +$1.1M$8.7MFlat
- UnityU263,497 shares · 0.2% of their software · price +$1.0M$8.5MFlat
- Gen DigitalGEN447,820 shares · 0.1% of their software · price −$1.9M$7.7M+$680K
- HubSpotHUBS15,955 shares · 0.1% of their software · price +$2.2M$6.8M+$502K
- F5, Inc.FFIV45,199 shares · 0.1% of their software$6.6MFlat
- ZoomZM86,908 shares · 0.1% of their software · price +$530K$6.4MFlat
- BILLBILL77,285 shares · 0.1% of their software · price −$2.2M$6.3MFlat
- GitLabGTLB167,000 shares · 0.1% of their software · price −$1.9M$5.7MFlat
- DocuSignDOCU89,854 shares · 0.1% of their software$5.2MFlat
- Lyft, Inc.LYFT536,350 shares · 0.1% of their software · price −$939K$5.0M+$874K
- DoximityDOCS150,500 shares · 0.1% of their software$4.9MFlat
- Check PointCHKP37,127 shares · 0.1% of their software$4.8MFlat
- PalantirPLTR560,844 shares · 0.1% of their software · price +$1.1M$4.7MFlat
- TwilioTWLO66,093 shares · 0.1% of their software · price +$1.2M$4.4MFlat
- OktaOKTA50,896 shares · 0.1% of their software · price +$912K$4.4M−$3.1M
- SS&CSSNC75,366 shares · 0.1% of their software$4.3MFlat
- GoDaddyGDDY53,230 shares · 0.1% of their software$4.1MFlat
- monday.comMNDY27,200 shares · 0.1% of their software · price +$564K$3.9M+$1.3M
- DynatraceDT76,597 shares · 0.1% of their software$3.2M+$546K
- JFrogFROG161,700 shares · 0.1% of their software$3.2M−$789K
- PaylocityPCTY14,920 shares · 0.1% of their software$3.0MFlat
- AsanaASAN136,262 shares · 0.1% of their software · price +$1.0M$2.9M−$1.3M
- Bentley SystemsBSY65,827 shares · 0.1% of their software$2.8MFlat
- DigitalOceanDOCN67,100 shares · 0.0% of their software · price +$919K$2.6MFlat
- Commerce.com, Inc.CMRC273,600 shares · 0.0% of their software$2.4MFlat
- ZoomInfoZI95,397 shares · 0.0% of their software$2.4M—
- Xperi Inc.XPER191,207 shares · 0.0% of their software$2.1MFlat
- DropboxDBX95,903 shares · 0.0% of their software$2.1MFlat
- DuolingoDUOL13,572 shares · 0.0% of their software · price +$970K$1.9MFlat
- WixWIX17,743 shares · 0.0% of their software$1.8MFlat
- FlywireFLYW53,306 shares · 0.0% of their software$1.6MFlat
- ToastTOST77,121 shares · 0.0% of their software$1.4MFlat
- Grab Holdings LimitedGRAB449,520 shares · 0.0% of their software$1.4MFlat
- AppLovinAPP29,100 shares · 0.0% of their software$458KFlat
- Immersion CorporationIMMR30,615 shares · 0.0% of their software$274KFlat
- WorkivaWK2,494 shares · 0.0% of their software$255KFlat
- DLocal LimitedDLO14,710 shares · 0.0% of their software$239KFlat
- ACI WorldwideACIW8,552 shares · 0.0% of their software$231KFlat
- ShopifySHOP4,573 shares · 0.0% of their software$219KFlat
- BlackbaudBLKB2,891 shares · 0.0% of their software$200KFlat
- 8x8EGHT44,661 shares · 0.0% of their software$186K—
- RingCentralRNG5,706 shares · 0.0% of their software$175KFlat
- BoxBOX6,223 shares · 0.0% of their software$167KFlat
- PagSeguro Digital Ltd.PAGS18,646 shares · 0.0% of their software$160KFlat
- Q2QTWO6,406 shares · 0.0% of their software$158KFlat
- Agilysys, Inc.AGYS1,766 shares · 0.0% of their software$146KFlat
- Paysafe LimitedPSFE8,014 shares · 0.0% of their software$138KFlat
- Payoneer Global Inc.PAYO20,982 shares · 0.0% of their software$132KFlat
- Repay Holdings CorporationRPAY19,989 shares · 0.0% of their software$131KFlat
- LightspeedLSPD7,329 shares · 0.0% of their software$111KFlat
- StoneCo Ltd.STNE10,994 shares · 0.0% of their software$105KFlat
- i3 Verticals, Inc.IIIV3,164 shares · 0.0% of their software$78KFlat
- PaymentusPAY6,165 shares · 0.0% of their software$55KFlat
- Ooma, Inc.OOMA2,346 shares · 0.0% of their software$29KFlat