Generalist · Tokyo, Japan
Mitsubishi Ufj Asset Management
Q4 2023 · compared with Q3 2023
Filed as Mitsubishi Ufj Asset Management CO., LTD.
- Software
- $7.4B
- Weight of 13F
- 13.0%
- Names
- 122
- Net bought
- +$276M
Filed 8 February 2024 · SEC filing.
1,564 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
- MicrosoftMSFT10,318,671 shares · 51.6% of their software · price +$622M$3.8B+$169M
- Automatic Data Processing, Inc.ADP1,817,320 shares · 5.7% of their software · price −$13.8M$423M+$18.6M
- Roper Technologies, Inc.ROP771,977 shares · 5.5% of their software · price +$47.0M$410M+$17.8M
- BroadridgeBR1,452,720 shares · 3.9% of their software · price +$38.8M$286M+$57.8M
- AdobeADBE481,809 shares · 3.7% of their software · price +$41.8M$275M−$132M
- SalesforceCRM1,069,968 shares · 3.6% of their software · price +$64.6M$269M+$11.9M
- IntuitINTU294,997 shares · 2.4% of their software · price +$33.7M$174M+$9.9M
- OracleORCL1,590,329 shares · 2.2% of their software · price −$779K$163M+$12.3M
- ServiceNowNOW234,979 shares · 2.1% of their software · price +$34.7M$159M+$6.3M
- Uber Technologies, Inc.UBER2,148,899 shares · 1.7% of their software · price +$33.5M$125M+$50.5M
- FactSetFDS254,556 shares · 1.6% of their software · price +$10.1M$116M+$4.7M
- Palo Alto NetworksPANW342,642 shares · 1.3% of their software · price +$20.7M$98.2M+$5.2M
- CadenceCDNS377,985 shares · 1.3% of their software · price +$14.4M$97.2M+$3.5M
- Fiserv, Inc.FISV593,999 shares · 1.1% of their software · price +$11.8M$78.3M+$2.6M
- SynopsysSNPS158,886 shares · 1.1% of their software · price +$8.9M$78.2M+$5.4M
- CrowdStrikeCRWD212,791 shares · 0.7% of their software · price +$18.7M$52.0M−$4.1M
- AutodeskADSK222,447 shares · 0.7% of their software · price +$8.1M$50.5M+$2.8M
- CoStarCSGP556,495 shares · 0.6% of their software · price +$5.8M$46.1M+$1.7M
- Paychex, Inc.PAYX345,461 shares · 0.5% of their software · price +$1.3M$40.4M+$1.9M
- FortinetFTNT683,640 shares · 0.5% of their software$39.5M+$2.0M
- VeriskVRSK153,641 shares · 0.5% of their software$36.4M+$3.5M
- SnowflakeSNOW160,399 shares · 0.4% of their software · price +$7.4M$29.5M+$6.2M
- WorkdayWDAY105,881 shares · 0.4% of their software · price +$6.5M$28.4M+$1.6M
- Fair IsaacFICO24,618 shares · 0.4% of their software · price +$7.3M$27.6M+$1.7M
- PTCPTC153,841 shares · 0.3% of their software · price +$5.1M$25.6M+$648K
- ZscalerZS107,002 shares · 0.3% of their software · price +$7.1M$22.5MFlat
- The Trade DeskTTD308,398 shares · 0.3% of their software · price −$1.9M$21.4M+$845K
- NetApp, Inc.NTAP233,761 shares · 0.3% of their software · price +$2.9M$20.2M−$523K
- MongoDBMDB53,375 shares · 0.3% of their software · price +$3.4M$19.9M+$2.0M
- DatadogDDOG171,578 shares · 0.3% of their software · price +$5.2M$19.3M−$1.4M
- CloudflareNET249,142 shares · 0.3% of their software · price +$5.0M$19.0M−$1.1M
- AkamaiAKAM157,617 shares · 0.2% of their software · price +$1.9M$18.3M+$1.6M
- PalantirPLTR1,106,239 shares · 0.2% of their software · price +$1.3M$17.8M+$2.7M
- VeriSign, Inc.VRSN88,009 shares · 0.2% of their software$17.7MFlat
- Tyler TechnologiesTYL42,820 shares · 0.2% of their software · price +$1.4M$17.4M+$1.8M
- Block, Inc.XYZ253,211 shares · 0.2% of their software · price +$8.4M$17.4M+$770K
- AtlassianTEAM76,997 shares · 0.2% of their software · price +$2.8M$16.9M+$752K
- VeevaVEEV69,218 shares · 0.2% of their software · price −$757K$12.8M+$1.3M
- Gen DigitalGEN554,903 shares · 0.2% of their software · price +$2.9M$12.5MFlat
- TrimbleTRMB235,684 shares · 0.2% of their software$11.9MFlat
- HubSpotHUBS21,860 shares · 0.2% of their software · price +$1.9M$11.7M+$807K
- UnityU312,568 shares · 0.2% of their software · price +$3.0M$11.5M−$508K
- monday.comMNDY59,820 shares · 0.1% of their software · price +$1.7M$10.3M+$748K
- PaycomPAYC49,890 shares · 0.1% of their software · price −$2.6M$9.7M+$568K
- F5, Inc.FFIV54,343 shares · 0.1% of their software · price +$969K$9.5MFlat
- Shift4 Payments, Inc.FOUR119,776 shares · 0.1% of their software · price +$2.3M$8.5MFlat
- GitLabGTLB139,104 shares · 0.1% of their software · price +$2.5M$8.1MFlat
- ZoomZM109,394 shares · 0.1% of their software$7.3MFlat
- BILLBILL91,693 shares · 0.1% of their software · price −$2.5M$6.8M+$812K
- Lyft, Inc.LYFT500,826 shares · 0.1% of their software · price +$2.2M$6.6MFlat
- GoDaddyGDDY62,903 shares · 0.1% of their software · price +$2.0M$6.4MFlat
- SentinelOneS264,683 shares · 0.1% of their software · price +$2.8M$6.3M+$2.7M
- Check PointCHKP40,810 shares · 0.1% of their software · price +$796K$6.2MFlat
- Manhattan AssociatesMANH29,265 shares · 0.1% of their software · price +$517K$6.0M+$775K
- OktaOKTA70,399 shares · 0.1% of their software · price +$635K$5.9M+$591K
- SS&CSSNC95,682 shares · 0.1% of their software · price +$820K$5.7MFlat
- DynatraceDT101,522 shares · 0.1% of their software · price +$808K$5.2MFlat
- TwilioTWLO73,848 shares · 0.1% of their software · price +$1.3M$5.1MFlat
- DocuSignDOCU83,899 shares · 0.1% of their software · price +$1.5M$4.6MFlat
- DuolingoDUOL21,757 shares · 0.1% of their software · price +$1.3M$4.5MFlat
- JFrogFROG136,700 shares · 0.1% of their software · price +$1.3M$4.4MFlat
- Bentley SystemsBSY91,906 shares · 0.1% of their software$4.3MFlat
- UiPathPATH170,409 shares · 0.1% of their software · price +$1.3M$3.8M+$635K
- DropboxDBX116,129 shares · 0.0% of their software$3.4MFlat
- PaylocityPCTY20,816 shares · 0.0% of their software$3.3M+$593K
- Grab Holdings LimitedGRAB944,627 shares · 0.0% of their software$3.1MFlat
- WixWIX22,984 shares · 0.0% of their software · price +$718K$2.7MFlat
- ToastTOST139,347 shares · 0.0% of their software$2.4MFlat
- DigitalOceanDOCN67,312 shares · 0.0% of their software · price +$852K$2.3MFlat
- FlywireFLYW89,892 shares · 0.0% of their software · price −$786K$1.9M+$1.2M
- Xperi Inc.XPER164,892 shares · 0.0% of their software$1.8MFlat
- KlaviyoKVYO66,700 shares · 0.0% of their software$1.8MNew · +$2.3M
- Commerce.com, Inc.CMRC177,400 shares · 0.0% of their software$1.5M−$949K
- Global-EGLBE35,600 shares · 0.0% of their software$1.3MFlat
- AppLovinAPP29,180 shares · 0.0% of their software$1.1MFlat
- SamsaraIOT36,100 shares · 0.0% of their software$1.1MFlat
- AsanaASAN58,744 shares · 0.0% of their software$1.0M−$1.4M
- ProcorePCOR15,155 shares · 0.0% of their software$977KFlat
- PagSeguro Digital Ltd.PAGS17,569 shares · 0.0% of their software$210KFlat
- ACI WorldwideACIW6,857 shares · 0.0% of their software$202KFlat
- Q2QTWO5,014 shares · 0.0% of their software$201KFlat
- 8x8EGHT53,796 shares · 0.0% of their software$191K—
- BlackbaudBLKB2,250 shares · 0.0% of their software$189KFlat
- DLocal LimitedDLO11,009 shares · 0.0% of their software$188KFlat
- ShopifySHOP2,614 shares · 0.0% of their software$188KFlat
- RingCentralRNG5,726 shares · 0.0% of their software$178KFlat
- WorkivaWK1,800 shares · 0.0% of their software$168KFlat
- Paysafe LimitedPSFE13,330 shares · 0.0% of their software$163KFlat
- Immersion CorporationIMMR22,948 shares · 0.0% of their software$159KFlat
- BoxBOX6,207 shares · 0.0% of their software$154KFlat
- LightspeedLSPD7,511 shares · 0.0% of their software$140KFlat
- Repay Holdings CorporationRPAY16,824 shares · 0.0% of their software$138KFlat
- StoneCo Ltd.STNE7,654 shares · 0.0% of their software$131KFlat
- Payoneer Global Inc.PAYO24,757 shares · 0.0% of their software$123KFlat
- DomoDOMO12,282 shares · 0.0% of their software$119K—
- Agilysys, Inc.AGYS1,433 shares · 0.0% of their software$114KFlat
- Bandwidth Inc.BAND6,326 shares · 0.0% of their software$86KFlat
- i3 Verticals, Inc.IIIV3,809 shares · 0.0% of their software$77KFlat
- PaymentusPAY2,658 shares · 0.0% of their software$45KNew · Flat
- GuidewireGWRE98 shares · 0.0% of their software$10KFlat
- Strategy IncMSTR14 shares · 0.0% of their software$9KFlat
- Alarm.com Holdings, Inc.ALRM133 shares · 0.0% of their software$8KFlat
- VaronisVRNS186 shares · 0.0% of their software$8KFlat
- Euronet Worldwide, Inc.EEFT70 shares · 0.0% of their software$7KFlat
- DoubleVerifyDV187 shares · 0.0% of their software$6KFlat
- TeradataTDC140 shares · 0.0% of their software$6KFlat
- BlackLineBL103 shares · 0.0% of their software$6KFlat
- NutanixNTNX120 shares · 0.0% of their software$5KFlat
- ElasticESTC48 shares · 0.0% of their software$5KFlat
- PAR Technology CorporationPAR115 shares · 0.0% of their software$5KFlat
- ePlus inc.PLUS58 shares · 0.0% of their software$5KFlat
- WEX Inc.WEX22 shares · 0.0% of their software$4KFlat
- PDF Solutions, Inc.PDFS137 shares · 0.0% of their software$4KFlat
- MorningstarMORN15 shares · 0.0% of their software$4KFlat
- SPS CommerceSPSC21 shares · 0.0% of their software$4KFlat
- ProgressPRGS72 shares · 0.0% of their software$4KFlat
- QualysQLYS20 shares · 0.0% of their software$4KFlat
- Remitly Global, Inc.RELY188 shares · 0.0% of their software$4KFlat
- Five9FIVN45 shares · 0.0% of their software$3KFlat
- ZoomInfoZI188 shares · 0.0% of their software$3K—
- TenableTENB67 shares · 0.0% of their software$3KFlat
- NetScout Systems, Inc.NTCT116 shares · 0.0% of their software$2KFlat