Generalist · Tokyo, Japan
Mitsubishi Ufj Asset Management
Q4 2024 · compared with Q3 2024
Filed as Mitsubishi Ufj Asset Management CO., LTD.
- Software
- $13.0B
- Weight of 13F
- 12.6%
- Names
- 132
- Net bought
- +$1.1B
Filed 12 February 2025 · SEC filing.
1,594 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
- MicrosoftMSFT14,944,306 shares · 48.7% of their software · price −$132M$6.3B+$440M
- Automatic Data Processing, Inc.ADP2,275,927 shares · 5.1% of their software · price +$36.4M$664M−$12.2M
- SalesforceCRM1,632,935 shares · 4.2% of their software · price +$99.0M$544M+$30.7M
- Roper Technologies, Inc.ROP966,551 shares · 3.8% of their software · price −$35.4M$497M+$54.4M
- OracleORCL2,589,264 shares · 3.3% of their software · price −$9.7M$431M+$38.7M
- ServiceNowNOW369,416 shares · 3.1% of their software · price +$61.2M$397M+$22.9M
- BroadridgeBR1,649,761 shares · 2.9% of their software · price +$18.2M$378M+$9.4M
- AdobeADBE729,521 shares · 2.4% of their software · price −$53.3M$314M+$27.6M
- IntuitINTU464,651 shares · 2.3% of their software · price +$3.5M$293M+$23.2M
- PalantirPLTR3,537,419 shares · 2.2% of their software · price +$136M$283M+$13.4M
- FactSetFDS505,587 shares · 1.8% of their software · price +$10.3M$240M+$7.6M
- Uber Technologies, Inc.UBER3,251,296 shares · 1.6% of their software · price −$48.2M$210M+$18.7M
- Palo Alto NetworksPANW1,127,007 shares · 1.6% of their software · price −$180M$207M+$208M
- Fiserv, Inc.FISV907,796 shares · 1.5% of their software · price +$23.4M$189M+$10.7M
- CadenceCDNS600,736 shares · 1.4% of their software · price +$17.7M$183M+$6.8M
- CrowdStrikeCRWD427,507 shares · 1.2% of their software · price +$26.4M$153M+$3.1M
- SynopsysSNPS257,128 shares · 1.0% of their software · price −$5.4M$127M+$12.3M
- AutodeskADSK354,639 shares · 0.8% of their software · price +$7.1M$104M+$7.5M
- FortinetFTNT1,062,664 shares · 0.8% of their software · price +$18.0M$104M+$6.1M
- WorkdayWDAY350,101 shares · 0.7% of their software · price +$4.8M$88.5M+$46.7M
- Paychex, Inc.PAYX535,059 shares · 0.6% of their software · price +$3.2M$74.7M+$5.0M
- Fair IsaacFICO37,966 shares · 0.6% of their software · price +$1.8M$74.7M+$4.9M
- AppLovinAPP193,288 shares · 0.5% of their software · price +$37.4M$67.8M+$2.6M
- VeriskVRSK232,529 shares · 0.5% of their software · price +$1.7M$64.2M+$4.7M
- CoStarCSGP763,325 shares · 0.4% of their software · price −$2.9M$55.2M+$4.1M
- Strategy IncMSTR145,989 shares · 0.4% of their software · price +$17.7M$49.6M+$7.2M
- The Trade DeskTTD391,068 shares · 0.4% of their software · price +$3.1M$47.6M+$3.5M
- GoDaddyGDDY220,115 shares · 0.3% of their software · price +$8.9M$44.1M+$3.3M
- SnowflakeSNOW267,176 shares · 0.3% of their software · price +$10.6M$43.3M+$2.8M
- NetApp, Inc.NTAP359,455 shares · 0.3% of their software · price −$2.7M$42.0M+$3.9M
- Tyler TechnologiesTYL68,512 shares · 0.3% of their software$40.0M+$5.4M
- PTCPTC211,778 shares · 0.3% of their software · price +$680K$39.1M+$1.0M
- Block, Inc.XYZ400,385 shares · 0.3% of their software · price +$7.2M$36.9M+$1.2M
- Corpay, Inc.CPAY103,660 shares · 0.3% of their software · price +$2.7M$35.4M+$944K
- DatadogDDOG224,735 shares · 0.3% of their software · price +$6.3M$32.5MFlat
- AtlassianTEAM128,099 shares · 0.2% of their software · price +$10.8M$32.1M+$2.1M
- VeriSign, Inc.VRSN131,604 shares · 0.2% of their software · price +$2.2M$27.1MFlat
- TrimbleTRMB376,368 shares · 0.2% of their software · price +$3.2M$26.6M+$1.1M
- CloudflareNET223,316 shares · 0.2% of their software · price +$6.0M$25.6M+$2.0M
- HubSpotHUBS34,401 shares · 0.2% of their software · price +$5.7M$24.2M+$1.2M
- VeevaVEEV113,132 shares · 0.2% of their software$24.1M+$2.4M
- Gen DigitalGEN855,285 shares · 0.2% of their software$23.5M+$856K
- F5, Inc.FFIV91,887 shares · 0.2% of their software · price +$2.9M$23.4MFlat
- AkamaiAKAM238,140 shares · 0.2% of their software · price −$1.3M$22.3M+$1.3M
- ZscalerZS108,257 shares · 0.2% of their software · price +$1.0M$20.1M−$868K
- monday.comMNDY75,294 shares · 0.1% of their software · price −$3.2M$17.7M+$961K
- PaycomPAYC83,554 shares · 0.1% of their software · price +$3.2M$17.0M+$2.3M
- ZoomZM187,073 shares · 0.1% of their software · price +$2.2M$15.5M+$1.3M
- MongoDBMDB58,466 shares · 0.1% of their software · price −$2.2M$14.4M+$1.4M
- ToastTOST361,512 shares · 0.1% of their software · price +$2.9M$13.6M+$1.8M
- TwilioTWLO119,758 shares · 0.1% of their software · price +$5.1M$13.5M+$790K
- DocuSignDOCU149,797 shares · 0.1% of their software · price +$4.2M$13.5M+$883K
- SamsaraIOT278,012 shares · 0.1% of their software · price −$1.2M$12.8M+$1.1M
- SS&CSSNC163,063 shares · 0.1% of their software$12.4M+$1.3M
- Check PointCHKP67,196 shares · 0.1% of their software$12.2M+$1.3M
- Manhattan AssociatesMANH43,661 shares · 0.1% of their software$11.9MFlat
- DynatraceDT210,623 shares · 0.1% of their software$11.5M+$1.2M
- NutanixNTNX178,473 shares · 0.1% of their software$11.2M+$10.6M
- OktaOKTA120,834 shares · 0.1% of their software · price +$539K$9.8M+$987K
- WixWIX34,889 shares · 0.1% of their software · price +$1.7M$7.8MFlat
- Rubrik, Inc.RBRK111,200 shares · 0.1% of their software · price +$3.7M$7.4M−$1.3M
- Grab Holdings LimitedGRAB1,440,536 shares · 0.1% of their software · price +$1.3M$6.9MFlat
- DuolingoDUOL18,934 shares · 0.0% of their software · price +$799K$6.4MFlat
- UnityU244,689 shares · 0.0% of their software$5.9MFlat
- Bentley SystemsBSY106,178 shares · 0.0% of their software$5.0MFlat
- GitLabGTLB83,604 shares · 0.0% of their software$5.0M−$1.9M
- Shift4 Payments, Inc.FOUR43,338 shares · 0.0% of their software · price +$658K$4.7M−$991K
- Global-EGLBE85,100 shares · 0.0% of their software · price +$1.4M$4.7M+$703K
- SentinelOneS148,183 shares · 0.0% of their software$3.4M−$1.3M
- SoundHound AI, Inc.SOUN98,342 shares · 0.0% of their software · price +$1.5M$2.0MFlat
- Lyft, Inc.LYFT141,426 shares · 0.0% of their software$2.0MFlat
- StoneCo Ltd.STNE210,754 shares · 0.0% of their software · price −$693K$1.7MFlat
- JFrogFROG34,400 shares · 0.0% of their software$1.1M−$3.0M
- Zeta GlobalZETA48,693 shares · 0.0% of their software · price −$577K$906KNew · +$1.5M
- FlywireFLYW42,497 shares · 0.0% of their software$869K−$814K
- GigaCloud Technology Inc.GCT42,383 shares · 0.0% of their software$830KFlat
- C3.aiAI19,424 shares · 0.0% of their software$714KFlat
- UiPathPATH50,858 shares · 0.0% of their software$675K+$583K
- TeradataTDC21,842 shares · 0.0% of their software$675K+$574K
- NICENICE3,708 shares · 0.0% of their software$630K+$564K
- DoubleVerifyDV31,187 shares · 0.0% of their software$612KFlat
- Immersion CorporationIMMR67,069 shares · 0.0% of their software$602KFlat
- SAPSAP2,081 shares · 0.0% of their software$502KFlat
- OpenTextOTEX16,995 shares · 0.0% of their software$486KFlat
- DigitalOceanDOCN13,012 shares · 0.0% of their software$465K−$582K
- PAR Technology CorporationPAR5,999 shares · 0.0% of their software$444KFlat
- AsanaASAN13,473 shares · 0.0% of their software$278KFlat
- Q2QTWO2,602 shares · 0.0% of their software$267KFlat
- WorkivaWK2,390 shares · 0.0% of their software$266KFlat
- ACI WorldwideACIW4,855 shares · 0.0% of their software$258KFlat
- PaymentusPAY7,379 shares · 0.0% of their software$258KFlat
- Euronet Worldwide, Inc.EEFT2,435 shares · 0.0% of their software$248KFlat
- DLocal LimitedDLO21,283 shares · 0.0% of their software$244KFlat
- Core Scientific, Inc.CORZ15,647 shares · 0.0% of their software$241KNew · Flat
- ShopifySHOP2,114 shares · 0.0% of their software$231KFlat
- PagSeguro Digital Ltd.PAGS34,951 shares · 0.0% of their software$219K−$1.3M
- DropboxDBX6,939 shares · 0.0% of their software$208KFlat
- Paysafe LimitedPSFE11,078 shares · 0.0% of their software$194KFlat
- Repay Holdings CorporationRPAY25,111 shares · 0.0% of their software$193KFlat
- BILLBILL2,008 shares · 0.0% of their software$177KFlat
- RingCentralRNG4,983 shares · 0.0% of their software$176KFlat
- BoxBOX5,570 shares · 0.0% of their software$175KFlat
- Payoneer Global Inc.PAYO16,208 shares · 0.0% of their software$170KFlat
- Agilysys, Inc.AGYS1,264 shares · 0.0% of their software$168KFlat
- i3 Verticals, Inc.IIIV7,130 shares · 0.0% of their software$168KFlat
- LightspeedLSPD10,073 shares · 0.0% of their software$158KFlat
- Joint Stock Company Kaspi.kzKSPI1,562 shares · 0.0% of their software$154KFlat
- BlackbaudBLKB2,069 shares · 0.0% of their software$154KFlat
- Bandwidth Inc.BAND6,826 shares · 0.0% of their software$116KFlat
- DomoDOMO9,099 shares · 0.0% of their software$65K—
- 8x8EGHT19,773 shares · 0.0% of their software$55K—
- GuidewireGWRE197 shares · 0.0% of their software$34KFlat
- CommvaultCVLT189 shares · 0.0% of their software$30KFlat
- ProcorePCOR353 shares · 0.0% of their software$27KFlat
- TenableTENB642 shares · 0.0% of their software$25KFlat
- Clearwater AnalyticsCWAN847 shares · 0.0% of their software$24KFlat
- SPS CommerceSPSC110 shares · 0.0% of their software$21KFlat
- Five9FIVN491 shares · 0.0% of their software$20KFlat
- PaylocityPCTY93 shares · 0.0% of their software$19KFlat
- WEX Inc.WEX101 shares · 0.0% of their software$18KFlat
- ElasticESTC155 shares · 0.0% of their software$16KFlat
- QualysQLYS82 shares · 0.0% of their software$12KFlat
- VaronisVRNS186 shares · 0.0% of their software$8KFlat
- Alarm.com Holdings, Inc.ALRM133 shares · 0.0% of their software$8KFlat
- BlackLineBL103 shares · 0.0% of their software$6KFlat
- MorningstarMORN15 shares · 0.0% of their software$5KFlat
- ProgressPRGS72 shares · 0.0% of their software$5KFlat
- Remitly Global, Inc.RELY188 shares · 0.0% of their software$4KFlat
- ePlus inc.PLUS58 shares · 0.0% of their software$4KFlat
- PDF Solutions, Inc.PDFS137 shares · 0.0% of their software$4KFlat
- NetScout Systems, Inc.NTCT116 shares · 0.0% of their software$3KFlat
- ZoomInfoZI188 shares · 0.0% of their software$2KFlat