Generalist · Tokyo, Japan
Mitsubishi Ufj Asset Management
Q1 2025 · compared with Q4 2024
Filed as Mitsubishi Ufj Asset Management CO., LTD.
- Software
- $13.4B
- Weight of 13F
- 12.4%
- Names
- 133
- Net bought
- +$1.7B
Filed 12 May 2025 · SEC filing.
1,601 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
- MicrosoftMSFT16,578,663 shares · 46.3% of their software · price −$764M$6.2B+$689M
- Automatic Data Processing, Inc.ADP2,375,432 shares · 5.4% of their software · price +$30.4M$726M+$29.1M
- OracleORCL4,638,951 shares · 4.8% of their software · price −$124M$649M+$342M
- Roper Technologies, Inc.ROP1,077,662 shares · 4.7% of their software · price +$75.1M$635M+$57.8M
- SalesforceCRM1,819,944 shares · 3.6% of their software · price −$120M$488M+$62.5M
- BroadridgeBR1,689,607 shares · 3.0% of their software · price +$27.7M$410M+$9.0M
- PalantirPLTR4,020,664 shares · 2.5% of their software · price +$35.3M$339M+$36.5M
- ServiceNowNOW425,376 shares · 2.5% of their software · price −$112M$339M+$59.3M
- IntuitINTU519,725 shares · 2.4% of their software · price −$7.5M$319M+$34.6M
- AdobeADBE812,760 shares · 2.3% of their software · price −$49.7M$312M+$37.0M
- Uber Technologies, Inc.UBER3,600,733 shares · 2.0% of their software · price +$45.2M$262M+$21.1M
- FactSetFDS528,045 shares · 1.8% of their software · price −$13.5M$240M+$10.8M
- Fiserv, Inc.FISV1,018,650 shares · 1.7% of their software · price +$15.7M$225M+$22.8M
- Palo Alto NetworksPANW1,285,835 shares · 1.6% of their software · price −$14.6M$219M+$28.9M
- CadenceCDNS681,106 shares · 1.3% of their software · price −$31.4M$173M+$24.1M
- CrowdStrikeCRWD480,885 shares · 1.3% of their software · price +$5.0M$170M+$18.3M
- SynopsysSNPS287,985 shares · 0.9% of their software · price −$16.3M$124M+$15.0M
- FortinetFTNT1,211,738 shares · 0.9% of their software · price +$2.2M$117M+$14.1M
- AutodeskADSK395,563 shares · 0.8% of their software · price −$13.4M$104M+$12.1M
- Paychex, Inc.PAYX608,910 shares · 0.7% of their software · price +$8.6M$93.9M+$10.4M
- WorkdayWDAY393,533 shares · 0.7% of their software · price −$9.6M$91.9M+$11.2M
- Fair IsaacFICO43,596 shares · 0.6% of their software · price −$6.4M$80.4M+$11.2M
- VeriskVRSK258,685 shares · 0.6% of their software · price +$5.7M$77.0M+$7.2M
- CoStarCSGP867,557 shares · 0.5% of their software · price +$6.6M$68.7M+$7.5M
- Strategy IncMSTR201,052 shares · 0.4% of their software$58.0M+$15.9M
- AppLovinAPP215,112 shares · 0.4% of their software · price −$12.7M$57.0M+$7.1M
- GoDaddyGDDY258,154 shares · 0.3% of their software · price −$4.4M$46.5M+$7.5M
- Tyler TechnologiesTYL77,405 shares · 0.3% of their software$45.0M+$5.1M
- SnowflakeSNOW304,516 shares · 0.3% of their software · price −$2.5M$44.5M+$5.8M
- Corpay, Inc.CPAY123,894 shares · 0.3% of their software · price +$1.3M$43.2M+$6.8M
- VeriSign, Inc.VRSN146,485 shares · 0.3% of their software · price +$6.9M$37.2M+$3.1M
- PTCPTC230,315 shares · 0.3% of their software · price −$6.7M$35.7M+$3.4M
- NetApp, Inc.NTAP370,570 shares · 0.2% of their software · price −$10.5M$32.6M+$1.3M
- AtlassianTEAM141,532 shares · 0.2% of their software · price −$4.4M$30.0M+$3.3M
- VeevaVEEV126,077 shares · 0.2% of their software · price +$2.7M$29.2M+$2.7M
- TrimbleTRMB429,821 shares · 0.2% of their software · price −$2.2M$28.2M+$3.8M
- CloudflareNET246,861 shares · 0.2% of their software · price +$1.2M$27.8M+$2.5M
- F5, Inc.FFIV103,291 shares · 0.2% of their software · price +$1.5M$27.5M+$2.9M
- Gen DigitalGEN986,859 shares · 0.2% of their software · price −$829K$26.2M+$3.6M
- DatadogDDOG258,317 shares · 0.2% of their software · price −$11.3M$25.6M+$4.8M
- Block, Inc.XYZ455,784 shares · 0.2% of their software · price −$14.0M$24.8M+$4.7M
- HubSpotHUBS40,648 shares · 0.2% of their software · price −$5.1M$23.2M+$4.4M
- ZscalerZS107,372 shares · 0.2% of their software · price +$1.9M$21.3MFlat
- The Trade DeskTTD384,609 shares · 0.2% of their software · price −$24.2M$21.0M−$759K
- AkamaiAKAM259,639 shares · 0.2% of their software · price −$3.9M$20.9M+$2.1M
- monday.comMNDY75,228 shares · 0.1% of their software · price +$581K$18.3MFlat
- PaycomPAYC83,713 shares · 0.1% of their software · price +$1.1M$18.3MFlat
- Check PointCHKP74,520 shares · 0.1% of their software · price +$3.1M$17.0M+$1.4M
- SS&CSSNC179,352 shares · 0.1% of their software · price +$1.4M$15.0M+$1.2M
- ZoomZM201,199 shares · 0.1% of their software · price −$1.6M$14.8M+$1.2M
- OktaOKTA134,892 shares · 0.1% of their software · price +$3.6M$14.2M+$1.1M
- NutanixNTNX197,377 shares · 0.1% of their software · price +$1.7M$13.8M+$1.2M
- DocuSignDOCU162,492 shares · 0.1% of their software · price −$1.4M$13.2M+$1.1M
- ToastTOST394,007 shares · 0.1% of their software · price −$1.3M$13.1M+$1.2M
- TwilioTWLO132,825 shares · 0.1% of their software · price −$1.4M$13.0M+$1.4M
- SamsaraIOT339,072 shares · 0.1% of their software · price −$1.8M$13.0M+$2.7M
- MongoDBMDB63,997 shares · 0.1% of their software · price −$3.7M$11.2M+$1.3M
- DynatraceDT233,049 shares · 0.1% of their software · price −$1.7M$11.0M+$1.2M
- Manhattan AssociatesMANH48,469 shares · 0.1% of their software · price −$4.7M$8.4M+$1.3M
- Grab Holdings LimitedGRAB1,757,006 shares · 0.1% of their software$8.0M+$1.5M
- Rubrik, Inc.RBRK111,200 shares · 0.1% of their software$6.8MFlat
- WixWIX41,327 shares · 0.1% of their software · price −$2.1M$6.8M+$1.4M
- DuolingoDUOL19,026 shares · 0.0% of their software$5.9MFlat
- Bentley SystemsBSY132,778 shares · 0.0% of their software · price −$977K$5.2M+$1.2M
- UnityU244,689 shares · 0.0% of their software · price −$705K$4.8MFlat
- GitLabGTLB64,104 shares · 0.0% of their software · price −$599K$3.0M−$1.1M
- SentinelOneS148,183 shares · 0.0% of their software · price −$596K$2.7MFlat
- Global-EGLBE71,800 shares · 0.0% of their software · price −$1.4M$2.6M−$725K
- Shift4 Payments, Inc.FOUR30,750 shares · 0.0% of their software · price −$679K$2.5M−$1.3M
- Lyft, Inc.LYFT141,426 shares · 0.0% of their software$1.7MFlat
- SoundHound AI, Inc.SOUN161,090 shares · 0.0% of their software · price −$1.9M$1.3M+$1.2M
- NICENICE6,073 shares · 0.0% of their software$936KFlat
- SAPSAP3,409 shares · 0.0% of their software$915KFlat
- UiPathPATH82,871 shares · 0.0% of their software$854KFlat
- TeradataTDC35,689 shares · 0.0% of their software$802KFlat
- OpenTextOTEX27,839 shares · 0.0% of their software$703KFlat
- C3.aiAI31,817 shares · 0.0% of their software$670KFlat
- GigaCloud Technology Inc.GCT42,383 shares · 0.0% of their software$602KFlat
- Immersion CorporationIMMR65,877 shares · 0.0% of their software$499KFlat
- JFrogFROG15,000 shares · 0.0% of their software$480K−$571K
- Zeta GlobalZETA32,115 shares · 0.0% of their software$435KFlat
- DigitalOceanDOCN13,012 shares · 0.0% of their software$434KFlat
- FlywireFLYW43,858 shares · 0.0% of their software$417KFlat
- PAR Technology CorporationPAR6,233 shares · 0.0% of their software$382KFlat
- PagSeguro Digital Ltd.PAGS38,852 shares · 0.0% of their software$296KFlat
- ACI WorldwideACIW5,351 shares · 0.0% of their software$293KFlat
- Euronet Worldwide, Inc.EEFT2,699 shares · 0.0% of their software$288KFlat
- DoubleVerifyDV19,887 shares · 0.0% of their software$266KFlat
- Q2QTWO2,861 shares · 0.0% of their software$229KFlat
- ShopifySHOP2,350 shares · 0.0% of their software$224KFlat
- PaymentusPAY8,202 shares · 0.0% of their software$214KFlat
- DLocal LimitedDLO23,658 shares · 0.0% of their software$197KFlat
- i3 Verticals, Inc.IIIV7,926 shares · 0.0% of their software$196KFlat
- Paysafe LimitedPSFE12,315 shares · 0.0% of their software$193KFlat
- AsanaASAN11,953 shares · 0.0% of their software$174KFlat
- DropboxDBX6,183 shares · 0.0% of their software$165KFlat
- WorkivaWK2,149 shares · 0.0% of their software$163KFlat
- Joint Stock Company Kaspi.kzKSPI1,736 shares · 0.0% of their software$161KFlat
- Repay Holdings CorporationRPAY27,913 shares · 0.0% of their software$155KFlat
- BoxBOX4,942 shares · 0.0% of their software$153KFlat
- BlackbaudBLKB2,300 shares · 0.0% of their software$143KFlat
- Payoneer Global Inc.PAYO18,016 shares · 0.0% of their software$132KFlat
- Core Scientific, Inc.CORZ17,393 shares · 0.0% of their software$126KFlat
- RingCentralRNG4,421 shares · 0.0% of their software$109KFlat
- Agilysys, Inc.AGYS1,405 shares · 0.0% of their software$102KFlat
- BILLBILL2,216 shares · 0.0% of their software$102KFlat
- LightspeedLSPD11,197 shares · 0.0% of their software$98KFlat
- Bandwidth Inc.BAND6,056 shares · 0.0% of their software$79KFlat
- DomoDOMO8,072 shares · 0.0% of their software$63K—
- GuidewireGWRE197 shares · 0.0% of their software$37KFlat
- 8x8EGHT17,542 shares · 0.0% of their software$35K—
- CommvaultCVLT189 shares · 0.0% of their software$30KFlat
- ProcorePCOR353 shares · 0.0% of their software$23KFlat
- Clearwater AnalyticsCWAN847 shares · 0.0% of their software$23KFlat
- TenableTENB642 shares · 0.0% of their software$22KFlat
- PaylocityPCTY93 shares · 0.0% of their software$17KFlat
- WEX Inc.WEX101 shares · 0.0% of their software$16KFlat
- DoximityDOCS261 shares · 0.0% of their software$15KNew · Flat
- SPS CommerceSPSC110 shares · 0.0% of their software$15KFlat
- ElasticESTC155 shares · 0.0% of their software$14KFlat
- Five9FIVN491 shares · 0.0% of their software$13KFlat
- AppFolioAPPF56 shares · 0.0% of their software$12KNew · Flat
- QualysQLYS82 shares · 0.0% of their software$10KFlat
- VaronisVRNS186 shares · 0.0% of their software$8KFlat
- Alarm.com Holdings, Inc.ALRM133 shares · 0.0% of their software$7KFlat
- BlackLineBL103 shares · 0.0% of their software$5KFlat
- MorningstarMORN15 shares · 0.0% of their software$4KFlat
- Remitly Global, Inc.RELY188 shares · 0.0% of their software$4KFlat
- ProgressPRGS72 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$3KFlat
- NetScout Systems, Inc.NTCT116 shares · 0.0% of their software$2KFlat
- ZoomInfoZI188 shares · 0.0% of their software$2KFlat