Generalist · Tokyo, Japan
Mitsubishi Ufj Asset Management
Q3 2023 · compared with Q2 2023
Filed as Mitsubishi Ufj Asset Management CO., LTD.
- Software
- $6.2B
- Weight of 13F
- 12.6%
- Names
- 121
- Net bought
- +$280M
Filed 7 November 2023 · SEC filing.
1,543 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
- MicrosoftMSFT9,784,201 shares · 49.5% of their software · price −$243M$3.1B+$127M
- Automatic Data Processing, Inc.ADP1,739,932 shares · 6.7% of their software · price +$36.2M$419M+$13.6M
- AdobeADBE741,256 shares · 6.1% of their software · price +$15.5M$378M−$60.1M
- Roper Technologies, Inc.ROP735,247 shares · 5.7% of their software · price +$2.6M$356M+$9.4M
- SalesforceCRM1,011,386 shares · 3.3% of their software · price −$8.6M$205M+$13.9M
- BroadridgeBR1,129,669 shares · 3.2% of their software · price +$15.2M$202M−$15.0M
- OracleORCL1,474,629 shares · 2.5% of their software · price −$19.4M$156M+$16.5M
- IntuitINTU275,648 shares · 2.3% of their software · price +$14.5M$141M+$10.5M
- ServiceNowNOW223,778 shares · 2.0% of their software · price −$674K$125M+$7.9M
- FactSetFDS243,829 shares · 1.7% of their software · price +$8.9M$107M+$85.0M
- CadenceCDNS363,068 shares · 1.4% of their software$85.1M+$2.8M
- Palo Alto NetworksPANW320,614 shares · 1.2% of their software · price −$6.8M$75.2M+$7.8M
- SynopsysSNPS147,133 shares · 1.1% of their software · price +$3.5M$67.5M+$5.1M
- Fiserv, Inc.FISV571,095 shares · 1.0% of their software · price −$7.5M$64.5M+$6.5M
- Uber Technologies, Inc.UBER1,050,670 shares · 0.8% of their software · price +$3.0M$48.3M+$3.5M
- AutodeskADSK209,119 shares · 0.7% of their software$43.3M+$3.4M
- CoStarCSGP534,357 shares · 0.7% of their software · price −$6.5M$41.1M−$16.7M
- CrowdStrikeCRWD237,021 shares · 0.6% of their software · price +$4.9M$39.7M+$2.0M
- FortinetFTNT648,751 shares · 0.6% of their software · price −$11.0M$38.1M+$5.2M
- Paychex, Inc.PAYX329,001 shares · 0.6% of their software · price +$1.1M$37.9M+$3.5M
- VeriskVRSK138,776 shares · 0.5% of their software · price +$1.4M$32.8M+$2.2M
- The Trade DeskTTD297,582 shares · 0.4% of their software$23.3M+$3.0M
- PTCPTC149,268 shares · 0.3% of their software$21.1M+$1.9M
- WorkdayWDAY98,231 shares · 0.3% of their software · price −$1.1M$21.1M+$3.0M
- Fair IsaacFICO22,635 shares · 0.3% of their software · price +$1.3M$19.7M+$816K
- SnowflakeSNOW120,087 shares · 0.3% of their software · price −$2.8M$18.3M+$3.6M
- NetApp, Inc.NTAP240,647 shares · 0.3% of their software$18.3M+$952K
- VeriSign, Inc.VRSN87,273 shares · 0.3% of their software · price −$2.0M$17.7M+$2.2M
- DatadogDDOG187,083 shares · 0.3% of their software · price −$1.4M$17.0MFlat
- CloudflareNET267,139 shares · 0.3% of their software · price −$622K$16.8M−$2.1M
- ZscalerZS106,497 shares · 0.3% of their software · price +$989K$16.6M+$865K
- MongoDBMDB47,479 shares · 0.3% of their software · price −$3.1M$16.4M+$1.3M
- AkamaiAKAM142,314 shares · 0.2% of their software · price +$2.4M$15.2M+$1.3M
- PalantirPLTR938,188 shares · 0.2% of their software · price +$629K$15.0M+$4.2M
- AtlassianTEAM73,263 shares · 0.2% of their software · price +$2.5M$14.8M+$1.4M
- Tyler TechnologiesTYL38,177 shares · 0.2% of their software · price −$1.2M$14.7M+$1.4M
- VeevaVEEV62,713 shares · 0.2% of their software$12.8M+$1.7M
- TrimbleTRMB235,684 shares · 0.2% of their software$12.7M+$1.5M
- PaycomPAYC47,698 shares · 0.2% of their software · price −$3.0M$12.4M+$1.4M
- Block, Inc.XYZ235,813 shares · 0.2% of their software · price −$5.3M$10.4M+$2.0M
- UnityU328,736 shares · 0.2% of their software · price −$4.0M$10.3MFlat
- HubSpotHUBS20,221 shares · 0.2% of their software · price −$801K$10.0M+$1.2M
- Gen DigitalGEN560,907 shares · 0.2% of their software$9.9M+$1.4M
- BILLBILL84,217 shares · 0.1% of their software · price −$697K$9.1MFlat
- monday.comMNDY55,120 shares · 0.1% of their software · price −$661K$8.8M+$606K
- F5, Inc.FFIV53,783 shares · 0.1% of their software · price +$800K$8.7MFlat
- ZoomZM112,611 shares · 0.1% of their software$7.9M+$738K
- Shift4 Payments, Inc.FOUR119,522 shares · 0.1% of their software · price −$1.5M$6.6MFlat
- GitLabGTLB139,104 shares · 0.1% of their software · price −$819K$6.3MFlat
- Check PointCHKP40,737 shares · 0.1% of their software$5.4MFlat
- Lyft, Inc.LYFT500,826 shares · 0.1% of their software$5.3MFlat
- OktaOKTA63,145 shares · 0.1% of their software · price +$768K$5.1MFlat
- SS&CSSNC95,682 shares · 0.1% of their software · price −$771K$5.0M+$684K
- Manhattan AssociatesMANH25,343 shares · 0.1% of their software$5.0MNew · +$5.1M
- DynatraceDT101,522 shares · 0.1% of their software$4.7M+$780K
- GoDaddyGDDY63,351 shares · 0.1% of their software$4.7M+$633K
- Bentley SystemsBSY91,906 shares · 0.1% of their software$4.6M+$509K
- TwilioTWLO73,834 shares · 0.1% of their software$4.3MFlat
- DuolingoDUOL23,427 shares · 0.1% of their software · price +$537K$3.9MFlat
- DocuSignDOCU83,660 shares · 0.1% of their software · price −$760K$3.5MFlat
- JFrogFROG136,700 shares · 0.1% of their software$3.5MFlat
- Grab Holdings LimitedGRAB939,310 shares · 0.1% of their software$3.3M+$692K
- PaylocityPCTY17,552 shares · 0.1% of their software$3.2MFlat
- DropboxDBX116,832 shares · 0.1% of their software$3.2MFlat
- Commerce.com, Inc.CMRC273,600 shares · 0.0% of their software$2.7MFlat
- ToastTOST139,347 shares · 0.0% of their software · price −$535K$2.6M+$634K
- AsanaASAN134,854 shares · 0.0% of their software · price −$503K$2.5MFlat
- UiPathPATH133,306 shares · 0.0% of their software$2.3MFlat
- WixWIX22,984 shares · 0.0% of their software$2.1MFlat
- Xperi Inc.XPER205,119 shares · 0.0% of their software · price −$675K$2.0MFlat
- ZoomInfoZI116,910 shares · 0.0% of their software$1.9MFlat
- SentinelOneS102,783 shares · 0.0% of their software$1.7MFlat
- FlywireFLYW50,722 shares · 0.0% of their software$1.6MFlat
- DigitalOceanDOCN67,312 shares · 0.0% of their software · price −$1.1M$1.6MFlat
- DoximityDOCS69,500 shares · 0.0% of their software · price −$890K$1.5M−$2.8M
- Global-EGLBE35,600 shares · 0.0% of their software$1.4MNew · +$1.5M
- AppLovinAPP29,180 shares · 0.0% of their software$1.2MFlat
- ProcorePCOR15,155 shares · 0.0% of their software$990KNew · +$986K
- SamsaraIOT36,100 shares · 0.0% of their software$910KNew · +$1.0M
- DLocal LimitedDLO17,654 shares · 0.0% of their software$338KFlat
- Immersion CorporationIMMR49,319 shares · 0.0% of their software$326KFlat
- Q2QTWO6,458 shares · 0.0% of their software$208KFlat
- Paysafe LimitedPSFE14,433 shares · 0.0% of their software$173KFlat
- BlackbaudBLKB2,413 shares · 0.0% of their software$170KFlat
- WorkivaWK1,668 shares · 0.0% of their software$169KFlat
- ACI WorldwideACIW7,343 shares · 0.0% of their software$166KFlat
- ShopifySHOP3,025 shares · 0.0% of their software$165KFlat
- Payoneer Global Inc.PAYO25,277 shares · 0.0% of their software$155KFlat
- Bandwidth Inc.BAND12,987 shares · 0.0% of their software$146KFlat
- PagSeguro Digital Ltd.PAGS16,930 shares · 0.0% of their software$146KFlat
- RingCentralRNG4,852 shares · 0.0% of their software$144KFlat
- Repay Holdings CorporationRPAY18,108 shares · 0.0% of their software$137KFlat
- BoxBOX5,425 shares · 0.0% of their software$131KFlat
- LightspeedLSPD8,440 shares · 0.0% of their software$118KFlat
- Agilysys, Inc.AGYS1,766 shares · 0.0% of their software$117KFlat
- 8x8EGHT45,514 shares · 0.0% of their software$115K—
- StoneCo Ltd.STNE9,894 shares · 0.0% of their software$106KFlat
- i3 Verticals, Inc.IIIV3,821 shares · 0.0% of their software$81KFlat
- DomoDOMO7,311 shares · 0.0% of their software$72K—
- GuidewireGWRE98 shares · 0.0% of their software$9KNew · Flat
- Alarm.com Holdings, Inc.ALRM133 shares · 0.0% of their software$8KNew · Flat
- TeradataTDC140 shares · 0.0% of their software$6KNew · Flat
- BlackLineBL103 shares · 0.0% of their software$6KNew · Flat
- VaronisVRNS186 shares · 0.0% of their software$6KNew · Flat
- Euronet Worldwide, Inc.EEFT70 shares · 0.0% of their software$6KNew · Flat
- DoubleVerifyDV187 shares · 0.0% of their software$5KNew · Flat
- Remitly Global, Inc.RELY188 shares · 0.0% of their software$5KNew · Flat
- Strategy IncMSTR14 shares · 0.0% of their software$5KNew · Flat
- PDF Solutions, Inc.PDFS137 shares · 0.0% of their software$4KNew · Flat
- PAR Technology CorporationPAR115 shares · 0.0% of their software$4KNew · Flat
- NutanixNTNX120 shares · 0.0% of their software$4KNew · Flat
- WEX Inc.WEX22 shares · 0.0% of their software$4KNew · Flat
- ElasticESTC48 shares · 0.0% of their software$4KNew · Flat
- ProgressPRGS72 shares · 0.0% of their software$4KNew · Flat
- ePlus inc.PLUS58 shares · 0.0% of their software$4KNew · Flat
- SPS CommerceSPSC21 shares · 0.0% of their software$4KNew · Flat
- MorningstarMORN15 shares · 0.0% of their software$4KNew · Flat
- NetScout Systems, Inc.NTCT116 shares · 0.0% of their software$3KNew · Flat
- QualysQLYS20 shares · 0.0% of their software$3KNew · Flat
- TenableTENB67 shares · 0.0% of their software$3KNew · Flat
- Five9FIVN45 shares · 0.0% of their software$3KNew · Flat