Generalist · Tokyo, Japan
Mitsubishi Ufj Asset Management
Q1 2024 · compared with Q4 2023
Filed as Mitsubishi Ufj Asset Management CO., LTD.
- Software
- $9.5B
- Weight of 13F
- 13.2%
- Names
- 123
- Net bought
- +$1.2B
Filed 9 May 2024 · SEC filing.
1,563 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
- MicrosoftMSFT11,931,721 shares · 52.6% of their software · price +$533M$5.0B+$607M
- Automatic Data Processing, Inc.ADP2,124,476 shares · 5.6% of their software · price +$35.6M$531M+$71.6M
- Roper Technologies, Inc.ROP805,757 shares · 4.7% of their software · price +$12.6M$452M+$18.4M
- SalesforceCRM1,267,480 shares · 4.0% of their software · price +$48.2M$382M+$52.0M
- BroadridgeBR1,496,678 shares · 3.2% of their software · price −$1.3M$307M+$9.0M
- AdobeADBE570,761 shares · 3.0% of their software · price −$52.5M$288M+$53.1M
- OracleORCL1,925,852 shares · 2.5% of their software · price +$38.9M$242M+$35.4M
- IntuitINTU353,156 shares · 2.4% of their software · price +$8.8M$230M+$36.4M
- ServiceNowNOW283,566 shares · 2.3% of their software · price +$15.9M$216M+$34.3M
- Uber Technologies, Inc.UBER2,529,771 shares · 2.0% of their software · price +$39.0M$195M+$23.5M
- CadenceCDNS427,965 shares · 1.4% of their software · price +$16.7M$133M+$13.6M
- FactSetFDS264,481 shares · 1.3% of their software · price −$6.0M$120M+$4.7M
- Palo Alto NetworksPANW420,902 shares · 1.3% of their software · price −$4.5M$120M+$23.1M
- Fiserv, Inc.FISV708,393 shares · 1.2% of their software · price +$19.1M$113M+$15.2M
- SynopsysSNPS191,289 shares · 1.1% of their software · price +$10.8M$109M+$16.7M
- CrowdStrikeCRWD220,827 shares · 0.7% of their software · price +$14.4M$70.8M+$2.1M
- AutodeskADSK271,848 shares · 0.7% of their software · price +$4.6M$70.8M+$12.0M
- CoStarCSGP630,505 shares · 0.6% of their software · price +$5.8M$60.9M+$6.5M
- FortinetFTNT800,312 shares · 0.6% of their software · price +$7.8M$54.7M+$6.8M
- Paychex, Inc.PAYX405,091 shares · 0.5% of their software · price +$1.5M$49.7M+$7.1M
- VeriskVRSK182,917 shares · 0.5% of their software · price −$573K$43.1M+$7.0M
- Fair IsaacFICO28,840 shares · 0.4% of their software · price +$2.5M$36.0M+$4.9M
- WorkdayWDAY125,283 shares · 0.4% of their software$34.2M+$5.4M
- PTCPTC174,852 shares · 0.3% of their software · price +$2.4M$33.0M+$3.7M
- SnowflakeSNOW198,891 shares · 0.3% of their software · price −$7.4M$32.1M+$7.7M
- PalantirPLTR1,276,708 shares · 0.3% of their software · price +$7.5M$29.4M+$2.9M
- NetApp, Inc.NTAP267,040 shares · 0.3% of their software · price +$4.5M$28.0M+$2.9M
- The Trade DeskTTD310,223 shares · 0.3% of their software · price +$4.8M$27.1MFlat
- Block, Inc.XYZ301,857 shares · 0.3% of their software · price +$2.2M$25.5M+$3.8M
- Corpay, Inc.CPAY82,289 shares · 0.3% of their software · price +$2.1M$25.4MNew · +$23.3M
- DatadogDDOG204,116 shares · 0.3% of their software$25.2M+$3.9M
- CloudflareNET256,984 shares · 0.3% of their software · price +$3.5M$24.9M+$653K
- ZscalerZS116,691 shares · 0.2% of their software · price −$3.4M$22.5M+$2.1M
- Tyler TechnologiesTYL49,963 shares · 0.2% of their software$21.2M+$3.0M
- VeriSign, Inc.VRSN107,224 shares · 0.2% of their software · price −$1.8M$20.3M+$4.0M
- AkamaiAKAM185,101 shares · 0.2% of their software · price −$1.8M$20.1M+$3.3M
- VeevaVEEV85,122 shares · 0.2% of their software · price +$3.3M$19.7M+$3.1M
- TrimbleTRMB296,093 shares · 0.2% of their software · price +$3.3M$19.1M+$3.2M
- AtlassianTEAM96,296 shares · 0.2% of their software · price −$4.1M$18.8M+$4.6M
- MongoDBMDB52,279 shares · 0.2% of their software · price −$2.6M$18.7MFlat
- HubSpotHUBS26,951 shares · 0.2% of their software · price +$1.2M$16.9M+$3.0M
- Gen DigitalGEN681,260 shares · 0.2% of their software$15.3M+$2.9M
- monday.comMNDY63,759 shares · 0.2% of their software · price +$2.4M$14.4M+$740K
- F5, Inc.FFIV68,578 shares · 0.1% of their software · price +$728K$13.0M+$2.5M
- PaycomPAYC64,560 shares · 0.1% of their software$12.8M+$3.0M
- AppLovinAPP185,287 shares · 0.1% of their software · price +$5.4M$12.8M+$6.2M
- GoDaddyGDDY75,554 shares · 0.1% of their software · price +$946K$9.0M+$1.3M
- UnityU333,565 shares · 0.1% of their software · price −$4.7M$8.9M+$859K
- OktaOKTA84,465 shares · 0.1% of their software · price +$1.2M$8.8M+$1.3M
- ZoomZM129,761 shares · 0.1% of their software · price −$849K$8.5M+$1.5M
- SamsaraIOT217,814 shares · 0.1% of their software · price +$961K$8.2M+$6.1M
- Manhattan AssociatesMANH32,798 shares · 0.1% of their software · price +$1.1M$8.2M+$761K
- GitLabGTLB139,104 shares · 0.1% of their software · price −$645K$8.1MFlat
- Check PointCHKP48,822 shares · 0.1% of their software · price +$548K$8.0M+$1.2M
- Shift4 Payments, Inc.FOUR119,538 shares · 0.1% of their software · price −$989K$7.9MFlat
- SS&CSSNC113,227 shares · 0.1% of their software$7.3M+$1.1M
- SentinelOneS312,583 shares · 0.1% of their software · price −$1.3M$7.3M+$1.3M
- DynatraceDT149,377 shares · 0.1% of their software · price −$1.2M$6.9M+$2.6M
- Bentley SystemsBSY119,776 shares · 0.1% of their software$6.3M+$1.5M
- DocuSignDOCU103,048 shares · 0.1% of their software$6.1M+$1.1M
- JFrogFROG136,700 shares · 0.1% of their software · price +$1.3M$6.0MFlat
- TwilioTWLO89,684 shares · 0.1% of their software · price −$1.3M$5.5M+$1.2M
- Lyft, Inc.LYFT253,426 shares · 0.1% of their software · price +$1.1M$4.9M−$3.7M
- UiPathPATH206,388 shares · 0.0% of their software$4.7M+$894K
- ToastTOST178,947 shares · 0.0% of their software · price +$1.2M$4.5M+$723K
- PaylocityPCTY25,816 shares · 0.0% of their software$4.4M+$824K
- WixWIX31,406 shares · 0.0% of their software$4.3M+$1.0M
- DuolingoDUOL18,934 shares · 0.0% of their software$4.2M−$640K
- DropboxDBX154,260 shares · 0.0% of their software · price −$799K$3.7M+$1.1M
- BILLBILL45,268 shares · 0.0% of their software · price −$583K$3.1M−$3.8M
- Grab Holdings LimitedGRAB939,618 shares · 0.0% of their software$3.0MFlat
- DigitalOceanDOCN67,312 shares · 0.0% of their software$2.6MFlat
- FlywireFLYW89,229 shares · 0.0% of their software$2.2MFlat
- Xperi Inc.XPER149,504 shares · 0.0% of their software$1.8MFlat
- KlaviyoKVYO66,700 shares · 0.0% of their software$1.7MFlat
- Global-EGLBE35,600 shares · 0.0% of their software$1.3MFlat
- ProcorePCOR15,155 shares · 0.0% of their software$1.2MFlat
- DoubleVerifyDV31,187 shares · 0.0% of their software$1.1M+$1.1M
- Q2QTWO4,878 shares · 0.0% of their software$256KFlat
- PagSeguro Digital Ltd.PAGS16,122 shares · 0.0% of their software$230KFlat
- ACI WorldwideACIW6,293 shares · 0.0% of their software$209KFlat
- RingCentralRNG5,915 shares · 0.0% of their software$205KFlat
- Paysafe LimitedPSFE12,336 shares · 0.0% of their software$195KFlat
- Commerce.com, Inc.CMRC27,200 shares · 0.0% of their software$187K−$1.5M
- ShopifySHOP2,400 shares · 0.0% of their software$185KFlat
- BoxBOX6,412 shares · 0.0% of their software$182KFlat
- Repay Holdings CorporationRPAY14,741 shares · 0.0% of their software$162KFlat
- WorkivaWK1,858 shares · 0.0% of their software$158KFlat
- BlackbaudBLKB2,078 shares · 0.0% of their software$154KFlat
- 8x8EGHT55,573 shares · 0.0% of their software$150K—
- DLocal LimitedDLO10,123 shares · 0.0% of their software$149KFlat
- Immersion CorporationIMMR18,072 shares · 0.0% of their software$135KFlat
- AsanaASAN8,206 shares · 0.0% of their software$127K−$961K
- Bandwidth Inc.BAND6,535 shares · 0.0% of their software$119KFlat
- DomoDOMO12,687 shares · 0.0% of their software$113K—
- StoneCo Ltd.STNE6,703 shares · 0.0% of their software$111KFlat
- Payoneer Global Inc.PAYO21,903 shares · 0.0% of their software$106KFlat
- Agilysys, Inc.AGYS1,255 shares · 0.0% of their software$106KFlat
- LightspeedLSPD6,668 shares · 0.0% of their software$94KFlat
- i3 Verticals, Inc.IIIV3,382 shares · 0.0% of their software$77KFlat
- PaymentusPAY2,360 shares · 0.0% of their software$54KFlat
- WEX Inc.WEX101 shares · 0.0% of their software$24KFlat
- Strategy IncMSTR14 shares · 0.0% of their software$24KFlat
- NutanixNTNX346 shares · 0.0% of their software$21KFlat
- SPS CommerceSPSC110 shares · 0.0% of their software$20KFlat
- ElasticESTC155 shares · 0.0% of their software$16KFlat
- QualysQLYS82 shares · 0.0% of their software$14KFlat
- GuidewireGWRE98 shares · 0.0% of their software$11KFlat
- Alarm.com Holdings, Inc.ALRM133 shares · 0.0% of their software$10KFlat
- VaronisVRNS186 shares · 0.0% of their software$9KFlat
- Euronet Worldwide, Inc.EEFT70 shares · 0.0% of their software$8KFlat
- BlackLineBL103 shares · 0.0% of their software$7KFlat
- TeradataTDC140 shares · 0.0% of their software$5KFlat
- PAR Technology CorporationPAR115 shares · 0.0% of their software$5KFlat
- MorningstarMORN15 shares · 0.0% of their software$5KFlat
- PDF Solutions, Inc.PDFS137 shares · 0.0% of their software$5KFlat
- ePlus inc.PLUS58 shares · 0.0% of their software$5KFlat
- Remitly Global, Inc.RELY188 shares · 0.0% of their software$4KFlat
- ProgressPRGS72 shares · 0.0% of their software$4KFlat
- TenableTENB67 shares · 0.0% of their software$3KFlat
- ZoomInfoZI188 shares · 0.0% of their software$3KFlat
- Five9FIVN45 shares · 0.0% of their software$3KFlat
- NetScout Systems, Inc.NTCT116 shares · 0.0% of their software$3KFlat