Generalist · Tokyo, Japan
Mitsubishi Ufj Asset Management
Q3 2024 · compared with Q2 2024
Filed as Mitsubishi Ufj Asset Management CO., LTD.
- Software
- $11.7B
- Weight of 13F
- 12.5%
- Names
- 130
- Net bought
- +$894M
Filed 8 November 2024 · SEC filing.
1,592 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
- MicrosoftMSFT13,921,297 shares · 51.2% of their software · price −$232M$6.0B+$417M
- Automatic Data Processing, Inc.ADP2,320,031 shares · 5.5% of their software · price +$88.3M$642M+$19.5M
- Roper Technologies, Inc.ROP868,845 shares · 4.1% of their software · price −$6.3M$483M+$12.9M
- SalesforceCRM1,520,950 shares · 3.6% of their software · price +$25.3M$416M+$27.7M
- OracleORCL2,362,052 shares · 3.4% of their software · price +$69.0M$402M+$30.1M
- AdobeADBE676,190 shares · 3.0% of their software · price −$25.5M$350M+$25.8M
- BroadridgeBR1,606,228 shares · 3.0% of their software · price +$29.0M$345M+$8.6M
- ServiceNowNOW343,847 shares · 2.6% of their software · price +$37.0M$308M+$20.6M
- IntuitINTU427,265 shares · 2.3% of their software · price −$15.5M$265M+$23.9M
- Uber Technologies, Inc.UBER3,002,127 shares · 1.9% of their software · price +$7.4M$226M+$17.6M
- FactSetFDS489,065 shares · 1.9% of their software · price +$25.2M$225M+$6.7M
- Palo Alto NetworksPANW517,997 shares · 1.5% of their software · price +$1.4M$177M+$12.9M
- CadenceCDNS575,728 shares · 1.3% of their software · price −$21.1M$156M+$15.9M
- Fiserv, Inc.FISV848,362 shares · 1.3% of their software · price +$26.0M$152M+$9.0M
- PalantirPLTR3,178,252 shares · 1.0% of their software · price +$37.7M$118M+$44.5M
- SynopsysSNPS232,782 shares · 1.0% of their software · price −$20.6M$118M+$10.5M
- CrowdStrikeCRWD416,299 shares · 1.0% of their software · price −$42.8M$117M+$8.7M
- AutodeskADSK327,508 shares · 0.8% of their software · price +$9.2M$90.2M+$7.7M
- FortinetFTNT984,583 shares · 0.7% of their software · price +$17.0M$76.4M+$4.4M
- Fair IsaacFICO35,454 shares · 0.6% of their software · price +$16.1M$68.9M+$2.8M
- Paychex, Inc.PAYX497,831 shares · 0.6% of their software · price +$7.8M$66.8M+$3.7M
- VeriskVRSK215,010 shares · 0.5% of their software$57.6M+$3.8M
- CoStarCSGP708,656 shares · 0.5% of their software · price +$921K$53.5M+$2.7M
- NetApp, Inc.NTAP328,147 shares · 0.3% of their software · price −$1.7M$40.5M+$4.6M
- The Trade DeskTTD359,423 shares · 0.3% of their software · price +$4.3M$39.4M+$1.9M
- WorkdayWDAY158,951 shares · 0.3% of their software · price +$3.3M$38.8M+$3.0M
- PTCPTC206,083 shares · 0.3% of their software$37.2M+$2.9M
- Tyler TechnologiesTYL59,342 shares · 0.3% of their software · price +$4.8M$34.6M+$1.4M
- Corpay, Inc.CPAY100,643 shares · 0.3% of their software · price +$4.7M$31.5M+$2.2M
- GoDaddyGDDY199,106 shares · 0.3% of their software · price +$3.4M$31.2M+$937K
- SnowflakeSNOW242,683 shares · 0.2% of their software · price −$4.9M$27.9M+$2.2M
- DatadogDDOG224,516 shares · 0.2% of their software · price −$3.3M$25.8MFlat
- Block, Inc.XYZ382,232 shares · 0.2% of their software · price +$1.0M$25.7M+$2.2M
- VeriSign, Inc.VRSN131,338 shares · 0.2% of their software · price +$1.6M$24.9M+$1.0M
- AkamaiAKAM225,705 shares · 0.2% of their software · price +$2.5M$22.8M+$2.5M
- AppLovinAPP173,535 shares · 0.2% of their software · price +$8.2M$22.7M+$1.8M
- Gen DigitalGEN824,077 shares · 0.2% of their software · price +$2.0M$22.6M+$1.8M
- TrimbleTRMB358,583 shares · 0.2% of their software · price +$2.2M$22.3M+$2.4M
- VeevaVEEV101,667 shares · 0.2% of their software · price +$2.7M$21.3M+$1.7M
- F5, Inc.FFIV91,618 shares · 0.2% of their software · price +$4.4M$20.2M+$2.7M
- monday.comMNDY71,836 shares · 0.2% of their software · price +$2.7M$20.0M−$1.6M
- ZscalerZS113,332 shares · 0.2% of their software · price −$2.4M$19.4M+$1.0M
- AtlassianTEAM115,147 shares · 0.2% of their software · price −$2.1M$18.3M+$1.1M
- Strategy IncMSTR103,220 shares · 0.1% of their software · price −$125M$17.4M+$129M
- HubSpotHUBS32,096 shares · 0.1% of their software · price −$1.9M$17.1M+$1.8M
- CloudflareNET198,388 shares · 0.1% of their software$16.0M−$7.1M
- MongoDBMDB53,410 shares · 0.1% of their software · price +$1.1M$14.4M+$1.6M
- Manhattan AssociatesMANH43,707 shares · 0.1% of their software · price +$1.5M$12.3M+$949K
- SamsaraIOT254,325 shares · 0.1% of their software · price +$3.7M$12.2M−$3.4M
- ZoomZM167,952 shares · 0.1% of their software · price +$1.8M$11.7M+$1.2M
- Check PointCHKP60,219 shares · 0.1% of their software · price +$1.7M$11.6M+$564K
- PaycomPAYC69,521 shares · 0.1% of their software · price +$1.6M$11.6MFlat
- SS&CSSNC146,076 shares · 0.1% of their software · price +$1.7M$10.8M+$571K
- DynatraceDT188,256 shares · 0.1% of their software · price +$1.6M$10.1M+$900K
- ToastTOST299,091 shares · 0.1% of their software · price +$760K$8.5M+$1.1M
- DocuSignDOCU135,581 shares · 0.1% of their software · price +$1.2M$8.4M+$706K
- OktaOKTA107,555 shares · 0.1% of their software · price −$2.1M$8.0M+$1.1M
- TwilioTWLO107,641 shares · 0.1% of their software · price +$905K$7.0MFlat
- GitLabGTLB119,504 shares · 0.1% of their software$6.2M−$975K
- UnityU266,228 shares · 0.1% of their software · price +$1.7M$6.0M−$2.4M
- WixWIX34,889 shares · 0.0% of their software$5.8M+$554K
- Grab Holdings LimitedGRAB1,429,096 shares · 0.0% of their software$5.4MFlat
- Bentley SystemsBSY105,465 shares · 0.0% of their software$5.4M−$723K
- DuolingoDUOL18,934 shares · 0.0% of their software · price +$1.4M$5.3MFlat
- SentinelOneS204,583 shares · 0.0% of their software · price +$587K$4.9M−$2.3M
- Rubrik, Inc.RBRK150,500 shares · 0.0% of their software$4.8MNew · +$4.6M
- Shift4 Payments, Inc.FOUR54,524 shares · 0.0% of their software · price +$831K$4.8M−$1.8M
- JFrogFROG136,700 shares · 0.0% of their software · price −$1.2M$4.0MFlat
- Global-EGLBE66,800 shares · 0.0% of their software$2.6MFlat
- StoneCo Ltd.STNE210,754 shares · 0.0% of their software$2.4MNew · +$2.5M
- Lyft, Inc.LYFT173,426 shares · 0.0% of their software$2.2M−$1.1M
- PagSeguro Digital Ltd.PAGS184,074 shares · 0.0% of their software · price −$567K$1.6M+$2.0M
- FlywireFLYW92,146 shares · 0.0% of their software$1.5MFlat
- DigitalOceanDOCN27,412 shares · 0.0% of their software$1.1MFlat
- GigaCloud Technology Inc.GCT42,383 shares · 0.0% of their software$974K+$802K
- DoubleVerifyDV31,187 shares · 0.0% of their software$525KFlat
- PAR Technology CorporationPAR9,969 shares · 0.0% of their software$519KFlat
- Immersion CorporationIMMR41,888 shares · 0.0% of their software$374KFlat
- ACI WorldwideACIW5,416 shares · 0.0% of their software$276KFlat
- Q2QTWO3,208 shares · 0.0% of their software$256KFlat
- ShopifySHOP2,694 shares · 0.0% of their software$216KFlat
- Paysafe LimitedPSFE8,863 shares · 0.0% of their software$199KFlat
- BoxBOX5,900 shares · 0.0% of their software$193KFlat
- DLocal LimitedDLO22,966 shares · 0.0% of their software$184KFlat
- PaymentusPAY9,068 shares · 0.0% of their software$182KFlat
- DropboxDBX6,898 shares · 0.0% of their software$175KFlat
- Euronet Worldwide, Inc.EEFT1,664 shares · 0.0% of their software$165KFlat
- Payoneer Global Inc.PAYO21,121 shares · 0.0% of their software$159KFlat
- WorkivaWK1,967 shares · 0.0% of their software$156KFlat
- RingCentralRNG4,515 shares · 0.0% of their software$143KFlat
- Agilysys, Inc.AGYS1,310 shares · 0.0% of their software$143KFlat
- BlackbaudBLKB1,570 shares · 0.0% of their software$133KFlat
- BILLBILL2,495 shares · 0.0% of their software$132KFlat
- LightspeedLSPD7,905 shares · 0.0% of their software$130KFlat
- Bandwidth Inc.BAND7,340 shares · 0.0% of their software$129KFlat
- AsanaASAN10,390 shares · 0.0% of their software$120KFlat
- i3 Verticals, Inc.IIIV5,642 shares · 0.0% of their software$120KFlat
- Repay Holdings CorporationRPAY13,404 shares · 0.0% of their software$109KFlat
- DomoDOMO13,937 shares · 0.0% of their software$105KFlat
- Joint Stock Company Kaspi.kzKSPI932 shares · 0.0% of their software$99KFlat
- TeradataTDC2,933 shares · 0.0% of their software$89KFlat
- 8x8EGHT42,572 shares · 0.0% of their software$87KFlat
- C3.aiAI3,512 shares · 0.0% of their software$85KNew · Flat
- SoundHound AI, Inc.SOUN17,939 shares · 0.0% of their software$84KNew · Flat
- SAPSAP363 shares · 0.0% of their software$83KNew · Flat
- NICENICE460 shares · 0.0% of their software$80KNew · Flat
- OpenTextOTEX2,284 shares · 0.0% of their software$76KNew · Flat
- UiPathPATH5,300 shares · 0.0% of their software$68K−$3.6M
- CommvaultCVLT189 shares · 0.0% of their software$29KNew · Flat
- ProcorePCOR353 shares · 0.0% of their software$22K−$1.0M
- Clearwater AnalyticsCWAN847 shares · 0.0% of their software$21KNew
- SPS CommerceSPSC110 shares · 0.0% of their software$21KFlat
- WEX Inc.WEX101 shares · 0.0% of their software$21KFlat
- NutanixNTNX346 shares · 0.0% of their software$21KFlat
- GuidewireGWRE98 shares · 0.0% of their software$18KFlat
- PaylocityPCTY93 shares · 0.0% of their software$15K−$3.4M
- ElasticESTC155 shares · 0.0% of their software$12KFlat
- QualysQLYS82 shares · 0.0% of their software$11KFlat
- VaronisVRNS186 shares · 0.0% of their software$11KFlat
- Alarm.com Holdings, Inc.ALRM133 shares · 0.0% of their software$7KFlat
- ePlus inc.PLUS58 shares · 0.0% of their software$6KFlat
- BlackLineBL103 shares · 0.0% of their software$6KFlat
- ProgressPRGS72 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$4KFlat
- TenableTENB67 shares · 0.0% of their software$3KFlat
- NetScout Systems, Inc.NTCT116 shares · 0.0% of their software$3KFlat
- Remitly Global, Inc.RELY188 shares · 0.0% of their software$3KFlat
- ZoomInfoZI188 shares · 0.0% of their software$2KFlat
- Five9FIVN45 shares · 0.0% of their software$1KFlat