Generalist · Tokyo, Japan
Mitsubishi Ufj Asset Management
Q2 2024 · compared with Q1 2024
Filed as Mitsubishi Ufj Asset Management CO., LTD.
- Software
- $10.8B
- Weight of 13F
- 13.2%
- Names
- 122
- Net bought
- +$1.0B
Filed 13 August 2024 · SEC filing.
1,571 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
- MicrosoftMSFT12,989,113 shares · 53.5% of their software · price +$341M$5.8B+$445M
- Automatic Data Processing, Inc.ADP2,238,367 shares · 4.9% of their software · price −$24.7M$534M+$28.4M
- Roper Technologies, Inc.ROP845,890 shares · 4.4% of their software · price +$2.4M$477M+$22.5M
- SalesforceCRM1,413,303 shares · 3.3% of their software · price −$62.3M$363M+$43.9M
- AdobeADBE629,747 shares · 3.2% of their software · price +$32.1M$350M+$29.8M
- BroadridgeBR1,562,565 shares · 2.8% of their software · price −$12.3M$308M+$13.5M
- OracleORCL2,149,224 shares · 2.8% of their software · price +$33.5M$303M+$28.1M
- IntuitINTU390,969 shares · 2.4% of their software · price +$2.8M$257M+$24.6M
- ServiceNowNOW317,656 shares · 2.3% of their software · price +$7.7M$250M+$26.0M
- Uber Technologies, Inc.UBER2,760,346 shares · 1.8% of their software · price −$11.9M$201M+$17.8M
- FactSetFDS472,550 shares · 1.8% of their software · price −$21.8M$193M+$94.5M
- Palo Alto NetworksPANW479,810 shares · 1.5% of their software · price +$26.3M$163M+$16.7M
- CadenceCDNS524,139 shares · 1.5% of their software · price −$1.9M$161M+$29.9M
- CrowdStrikeCRWD393,541 shares · 1.4% of their software · price +$24.6M$151M+$55.4M
- SynopsysSNPS215,181 shares · 1.2% of their software · price +$5.1M$128M+$13.7M
- Fiserv, Inc.FISV788,237 shares · 1.1% of their software · price −$8.5M$117M+$12.8M
- AutodeskADSK296,390 shares · 0.7% of their software · price −$3.8M$73.3M+$6.4M
- Paychex, Inc.PAYX466,550 shares · 0.5% of their software · price −$2.0M$55.3M+$7.5M
- FortinetFTNT911,961 shares · 0.5% of their software · price −$7.3M$55.0M+$7.6M
- VeriskVRSK200,979 shares · 0.5% of their software · price +$6.8M$54.2M+$4.3M
- Fair IsaacFICO33,602 shares · 0.5% of their software · price +$8.0M$50.0M+$6.0M
- CoStarCSGP671,643 shares · 0.5% of their software · price −$15.1M$49.8M+$4.0M
- NetApp, Inc.NTAP292,732 shares · 0.3% of their software · price +$7.0M$37.7M+$2.7M
- PalantirPLTR1,421,672 shares · 0.3% of their software · price +$3.3M$36.0M+$3.3M
- PTCPTC190,303 shares · 0.3% of their software · price −$1.4M$34.6M+$2.9M
- The Trade DeskTTD339,684 shares · 0.3% of their software · price +$3.5M$33.2M+$2.6M
- WorkdayWDAY145,333 shares · 0.3% of their software · price −$7.1M$32.5M+$5.5M
- SnowflakeSNOW226,305 shares · 0.3% of their software · price −$6.0M$30.6M+$4.4M
- DatadogDDOG227,546 shares · 0.3% of their software · price +$1.4M$29.5M+$2.9M
- Tyler TechnologiesTYL56,564 shares · 0.3% of their software · price +$4.4M$28.4M+$2.8M
- GoDaddyGDDY192,400 shares · 0.2% of their software · price +$4.0M$26.9M+$13.9M
- Corpay, Inc.CPAY92,321 shares · 0.2% of their software · price −$3.9M$24.6M+$3.1M
- CloudflareNET283,763 shares · 0.2% of their software · price −$4.0M$23.5M+$2.6M
- Block, Inc.XYZ348,099 shares · 0.2% of their software · price −$7.0M$22.4M+$3.9M
- VeriSign, Inc.VRSN125,543 shares · 0.2% of their software · price −$1.5M$22.3M+$3.5M
- ZscalerZS108,128 shares · 0.2% of their software$20.8M−$1.6M
- AtlassianTEAM109,097 shares · 0.2% of their software · price −$2.0M$19.3M+$2.5M
- monday.comMNDY78,339 shares · 0.2% of their software · price +$1.2M$18.9M+$3.3M
- Gen DigitalGEN753,577 shares · 0.2% of their software · price +$1.9M$18.8M+$1.6M
- AkamaiAKAM198,302 shares · 0.2% of their software · price −$3.7M$17.9M+$1.4M
- TrimbleTRMB315,005 shares · 0.2% of their software · price −$2.7M$17.6M+$1.2M
- HubSpotHUBS29,071 shares · 0.2% of their software · price −$1.1M$17.1M+$1.3M
- VeevaVEEV92,118 shares · 0.2% of their software · price −$4.5M$16.9M+$1.6M
- Strategy IncMSTR9,569 shares · 0.1% of their software · price −$3.1M$13.2M+$16.3M
- F5, Inc.FFIV75,748 shares · 0.1% of their software · price −$1.3M$13.0M+$1.4M
- AppLovinAPP151,981 shares · 0.1% of their software · price +$2.1M$12.6M−$2.3M
- SamsaraIOT354,525 shares · 0.1% of their software · price −$1.5M$11.9M+$5.2M
- MongoDBMDB47,173 shares · 0.1% of their software · price −$5.1M$11.8M−$1.8M
- PaycomPAYC72,043 shares · 0.1% of their software · price −$4.0M$10.3M+$1.5M
- Manhattan AssociatesMANH39,860 shares · 0.1% of their software$9.8M+$1.8M
- Check PointCHKP56,800 shares · 0.1% of their software$9.4M+$1.3M
- OktaOKTA96,059 shares · 0.1% of their software · price −$1.1M$9.0M+$1.2M
- ZoomZM148,246 shares · 0.1% of their software · price −$916K$8.8M+$1.2M
- SS&CSSNC136,957 shares · 0.1% of their software$8.6M+$1.5M
- DynatraceDT168,139 shares · 0.1% of their software$7.5M+$871K
- GitLabGTLB139,104 shares · 0.1% of their software · price −$1.2M$6.9MFlat
- UnityU412,269 shares · 0.1% of their software · price −$4.3M$6.7M+$2.1M
- SentinelOneS312,583 shares · 0.1% of their software · price −$706K$6.6MFlat
- ToastTOST255,079 shares · 0.1% of their software$6.6M+$1.9M
- DocuSignDOCU122,386 shares · 0.1% of their software · price −$740K$6.5M+$1.2M
- TwilioTWLO107,641 shares · 0.1% of their software$6.1M+$1.1M
- Bentley SystemsBSY120,108 shares · 0.1% of their software$5.9MFlat
- Shift4 Payments, Inc.FOUR79,584 shares · 0.1% of their software · price +$579K$5.8M−$2.6M
- JFrogFROG136,700 shares · 0.0% of their software · price −$912K$5.1MFlat
- WixWIX31,406 shares · 0.0% of their software · price +$678K$5.0MFlat
- Grab Holdings LimitedGRAB1,291,209 shares · 0.0% of their software · price +$529K$4.6M+$1.1M
- DuolingoDUOL18,934 shares · 0.0% of their software$4.0MFlat
- UiPathPATH290,452 shares · 0.0% of their software · price −$2.9M$3.7M+$1.9M
- Lyft, Inc.LYFT253,426 shares · 0.0% of their software · price −$1.3M$3.6MFlat
- PaylocityPCTY25,816 shares · 0.0% of their software · price −$1.0M$3.4MFlat
- Global-EGLBE66,800 shares · 0.0% of their software$2.4M+$1.1M
- FlywireFLYW92,405 shares · 0.0% of their software · price −$778K$1.5MFlat
- ProcorePCOR15,453 shares · 0.0% of their software$1.0MFlat
- DigitalOceanDOCN27,412 shares · 0.0% of their software$953K−$1.5M
- KlaviyoKVYO27,600 shares · 0.0% of their software$687K−$996K
- DoubleVerifyDV31,187 shares · 0.0% of their software$607KFlat
- GigaCloud Technology Inc.GCT16,023 shares · 0.0% of their software$487KNew · Flat
- PAR Technology CorporationPAR10,103 shares · 0.0% of their software$476KFlat
- Immersion CorporationIMMR43,413 shares · 0.0% of their software$409KFlat
- ACI WorldwideACIW5,128 shares · 0.0% of their software$203KFlat
- Q2QTWO3,281 shares · 0.0% of their software$198KFlat
- DLocal LimitedDLO23,536 shares · 0.0% of their software$190KFlat
- ShopifySHOP2,761 shares · 0.0% of their software$182KFlat
- PagSeguro Digital Ltd.PAGS15,462 shares · 0.0% of their software$181KFlat
- PaymentusPAY9,293 shares · 0.0% of their software$177KFlat
- Euronet Worldwide, Inc.EEFT1,704 shares · 0.0% of their software$176KFlat
- Paysafe LimitedPSFE9,083 shares · 0.0% of their software$161KFlat
- BoxBOX5,900 shares · 0.0% of their software$156KFlat
- DropboxDBX6,898 shares · 0.0% of their software$155K−$3.6M
- AsanaASAN10,390 shares · 0.0% of their software$145KFlat
- Repay Holdings CorporationRPAY13,737 shares · 0.0% of their software$145KFlat
- WorkivaWK1,967 shares · 0.0% of their software$144KFlat
- Agilysys, Inc.AGYS1,343 shares · 0.0% of their software$140KFlat
- BILLBILL2,553 shares · 0.0% of their software$134K−$2.9M
- i3 Verticals, Inc.IIIV5,782 shares · 0.0% of their software$128KFlat
- RingCentralRNG4,515 shares · 0.0% of their software$127KFlat
- Bandwidth Inc.BAND7,340 shares · 0.0% of their software$124KFlat
- Joint Stock Company Kaspi.kzKSPI955 shares · 0.0% of their software$123KNew · Flat
- BlackbaudBLKB1,609 shares · 0.0% of their software$123KFlat
- Payoneer Global Inc.PAYO21,645 shares · 0.0% of their software$120KFlat
- LightspeedLSPD8,101 shares · 0.0% of their software$111KFlat
- DomoDOMO13,937 shares · 0.0% of their software$108K—
- 8x8EGHT42,572 shares · 0.0% of their software$95K—
- SPS CommerceSPSC110 shares · 0.0% of their software$21KFlat
- NutanixNTNX346 shares · 0.0% of their software$20KFlat
- WEX Inc.WEX101 shares · 0.0% of their software$18KFlat
- ElasticESTC155 shares · 0.0% of their software$18KFlat
- GuidewireGWRE98 shares · 0.0% of their software$14KFlat
- QualysQLYS82 shares · 0.0% of their software$12KFlat
- VaronisVRNS186 shares · 0.0% of their software$9KFlat
- Alarm.com Holdings, Inc.ALRM133 shares · 0.0% of their software$8KFlat
- BlackLineBL103 shares · 0.0% of their software$5KFlat
- PDF Solutions, Inc.PDFS137 shares · 0.0% of their software$5KFlat
- TeradataTDC140 shares · 0.0% of their software$5KFlat
- MorningstarMORN15 shares · 0.0% of their software$4KFlat
- ePlus inc.PLUS58 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$2KFlat
- Remitly Global, Inc.RELY188 shares · 0.0% of their software$2KFlat
- NetScout Systems, Inc.NTCT116 shares · 0.0% of their software$2KFlat
- Five9FIVN45 shares · 0.0% of their software$2KFlat