Generalist · Tokyo, Japan
Mitsubishi Ufj Asset Management
Q2 2025 · compared with Q1 2025
Filed as Mitsubishi Ufj Asset Management CO., LTD.
- Software
- $17.8B
- Weight of 13F
- 14.3%
- Names
- 137
- Net bought
- +$997M
Filed 7 August 2025 · SEC filing.
1,615 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
- MicrosoftMSFT17,741,841 shares · 49.5% of their software · price +$2.2B$8.8B+$437M
- OracleORCL4,485,280 shares · 5.5% of their software · price +$354M$981M−$21.5M
- Automatic Data Processing, Inc.ADP2,477,321 shares · 4.3% of their software · price +$7.1M$764M+$31.1M
- Roper Technologies, Inc.ROP1,199,872 shares · 3.8% of their software · price −$27.3M$680M+$72.1M
- PalantirPLTR4,337,437 shares · 3.3% of their software · price +$225M$591M+$26.7M
- SalesforceCRM1,954,583 shares · 3.0% of their software · price +$8.5M$533M+$36.1M
- ServiceNowNOW450,849 shares · 2.6% of their software · price +$105M$464M+$20.3M
- IntuitINTU555,370 shares · 2.5% of their software · price +$96.4M$437M+$21.9M
- BroadridgeBR1,751,266 shares · 2.4% of their software · price +$998K$426M+$14.9M
- FactSetFDS829,174 shares · 2.1% of their software · price −$6.1M$371M+$137M
- Uber Technologies, Inc.UBER3,836,606 shares · 2.0% of their software · price +$78.4M$358M+$17.2M
- AdobeADBE850,650 shares · 1.8% of their software · price +$2.8M$329M+$14.5M
- Palo Alto NetworksPANW1,368,811 shares · 1.6% of their software · price +$46.5M$280M+$14.2M
- CrowdStrikeCRWD506,856 shares · 1.4% of their software · price +$79.4M$258M+$9.2M
- CadenceCDNS702,146 shares · 1.2% of their software · price +$37.8M$216M+$5.4M
- Fiserv, Inc.FISV1,068,459 shares · 1.0% of their software · price −$51.7M$184M+$11.0M
- SynopsysSNPS308,842 shares · 0.9% of their software · price +$25.9M$158M+$8.9M
- FortinetFTNT1,296,876 shares · 0.8% of their software · price +$12.3M$137M+$8.2M
- AutodeskADSK428,284 shares · 0.7% of their software · price +$20.5M$133M+$8.6M
- WorkdayWDAY426,055 shares · 0.6% of their software · price +$2.8M$102M+$7.6M
- Strategy IncMSTR232,967 shares · 0.5% of their software · price +$27.0M$94.2M+$9.2M
- Paychex, Inc.PAYX645,580 shares · 0.5% of their software · price −$5.7M$93.9M+$5.7M
- VeriskVRSK277,445 shares · 0.5% of their software · price +$3.9M$86.4M+$5.6M
- Fair IsaacFICO47,066 shares · 0.5% of their software · price −$762K$86.0M+$6.4M
- AppLovinAPP237,971 shares · 0.5% of their software · price +$20.3M$83.3M+$6.1M
- SnowflakeSNOW351,194 shares · 0.4% of their software · price +$27.3M$78.6M+$6.8M
- CoStarCSGP926,020 shares · 0.4% of their software · price +$1.1M$74.5M+$4.6M
- CloudflareNET269,988 shares · 0.3% of their software · price +$22.4M$52.9M+$2.6M
- GoDaddyGDDY277,258 shares · 0.3% of their software$49.9M+$3.4M
- ZscalerZS157,342 shares · 0.3% of their software · price +$18.2M$49.4M+$9.9M
- Tyler TechnologiesTYL82,670 shares · 0.3% of their software · price +$947K$49.0M+$3.1M
- VeriSign, Inc.VRSN157,550 shares · 0.3% of their software · price +$5.5M$45.5M+$2.8M
- PTCPTC254,675 shares · 0.2% of their software · price +$4.4M$43.9M+$3.8M
- Corpay, Inc.CPAY131,461 shares · 0.2% of their software · price −$2.2M$43.6M+$2.6M
- NetApp, Inc.NTAP401,524 shares · 0.2% of their software · price +$7.5M$42.8M+$2.7M
- VeevaVEEV137,417 shares · 0.2% of their software · price +$7.7M$39.6M+$2.6M
- DatadogDDOG270,640 shares · 0.2% of their software · price +$9.5M$36.4M+$1.2M
- TrimbleTRMB469,884 shares · 0.2% of their software · price +$4.9M$35.7M+$2.6M
- F5, Inc.FFIV113,937 shares · 0.2% of their software · price +$3.2M$33.5M+$2.8M
- Block, Inc.XYZ482,527 shares · 0.2% of their software · price +$6.6M$32.8M+$1.5M
- The Trade DeskTTD439,922 shares · 0.2% of their software · price +$7.6M$31.7M+$3.0M
- AtlassianTEAM155,516 shares · 0.2% of their software · price −$1.4M$31.6M+$3.0M
- Gen DigitalGEN1,030,931 shares · 0.2% of their software · price +$2.9M$30.3M+$1.2M
- monday.comMNDY81,742 shares · 0.1% of their software · price +$5.8M$25.7M+$1.6M
- HubSpotHUBS42,986 shares · 0.1% of their software · price −$630K$23.9M+$1.3M
- AkamaiAKAM294,818 shares · 0.1% of their software$23.5M+$2.8M
- PaycomPAYC97,656 shares · 0.1% of their software · price +$1.3M$22.6M+$3.0M
- ToastTOST466,260 shares · 0.1% of their software · price +$5.2M$20.7M+$2.4M
- ZoomZM216,049 shares · 0.1% of their software · price +$910K$16.8M+$1.1M
- SS&CSSNC200,959 shares · 0.1% of their software$16.6M+$1.8M
- SamsaraIOT413,317 shares · 0.1% of their software · price +$599K$16.4M+$2.8M
- Check PointCHKP73,964 shares · 0.1% of their software$16.4MFlat
- NutanixNTNX213,660 shares · 0.1% of their software · price +$1.4M$16.3M+$1.1M
- TwilioTWLO129,869 shares · 0.1% of their software · price +$3.4M$16.2MFlat
- MongoDBMDB70,612 shares · 0.1% of their software · price +$2.4M$14.8M+$1.2M
- OktaOKTA146,254 shares · 0.1% of their software · price −$768K$14.6M+$1.2M
- DynatraceDT257,919 shares · 0.1% of their software · price +$2.1M$14.2M+$1.2M
- DocuSignDOCU176,411 shares · 0.1% of their software · price −$619K$13.7M+$1.1M
- ShopifySHOP97,733 shares · 0.1% of their software · price +$1.9M$11.3M+$9.1M
- Grab Holdings LimitedGRAB2,148,051 shares · 0.1% of their software · price +$1.1M$10.8M+$1.8M
- Rubrik, Inc.RBRK113,482 shares · 0.1% of their software · price +$3.2M$10.2MFlat
- Aeva Technologies, Inc.AEVA210,646 shares · 0.0% of their software · price +$6.5M$8.0MNew · +$1.5M
- DuolingoDUOL18,988 shares · 0.0% of their software · price +$1.9M$7.8MFlat
- CoreWeave, Inc.CRWV45,500 shares · 0.0% of their software · price +$5.7M$7.4MNew · +$1.7M
- Bentley SystemsBSY132,465 shares · 0.0% of their software · price +$1.9M$7.1MFlat
- WixWIX41,327 shares · 0.0% of their software$6.5MFlat
- UnityU249,165 shares · 0.0% of their software · price +$1.1M$6.0MFlat
- GitLabGTLB112,104 shares · 0.0% of their software$5.1M+$2.3M
- Shift4 Payments, Inc.FOUR30,645 shares · 0.0% of their software · price +$533K$3.0MFlat
- DigitalOceanDOCN45,302 shares · 0.0% of their software$1.3M+$1.1M
- SoundHound AI, Inc.SOUN97,874 shares · 0.0% of their software$1.1M−$513K
- C3.aiAI42,151 shares · 0.0% of their software$1.0MFlat
- UiPathPATH79,126 shares · 0.0% of their software$1.0MFlat
- NICENICE5,861 shares · 0.0% of their software$990KFlat
- TeradataTDC43,528 shares · 0.0% of their software$971KFlat
- OpenTextOTEX25,655 shares · 0.0% of their software$749KFlat
- SprinklrCXM87,945 shares · 0.0% of their software$744KNew · +$734K
- SAPSAP2,430 shares · 0.0% of their software$739KFlat
- JFrogFROG15,000 shares · 0.0% of their software$658KFlat
- SentinelOneS24,683 shares · 0.0% of their software$451K−$2.2M
- Core Scientific, Inc.CORZ20,318 shares · 0.0% of their software$347KFlat
- Q2QTWO3,076 shares · 0.0% of their software$288KFlat
- FlywireFLYW23,286 shares · 0.0% of their software$272KFlat
- DLocal LimitedDLO23,956 shares · 0.0% of their software$272KFlat
- PagSeguro Digital Ltd.PAGS27,322 shares · 0.0% of their software$263KFlat
- ACI WorldwideACIW5,701 shares · 0.0% of their software$262KFlat
- Repay Holdings CorporationRPAY48,330 shares · 0.0% of their software$233KFlat
- PaymentusPAY7,061 shares · 0.0% of their software$231KFlat
- Euronet Worldwide, Inc.EEFT2,278 shares · 0.0% of their software$231KFlat
- Immersion CorporationIMMR29,054 shares · 0.0% of their software$229KFlat
- Paysafe LimitedPSFE17,026 shares · 0.0% of their software$215KFlat
- Bitdeer Technologies GroupBTDR17,997 shares · 0.0% of their software$207KNew · Flat
- i3 Verticals, Inc.IIIV6,866 shares · 0.0% of their software$189KFlat
- BILLBILL4,015 shares · 0.0% of their software$186KFlat
- BlackbaudBLKB2,744 shares · 0.0% of their software$176KFlat
- Agilysys, Inc.AGYS1,521 shares · 0.0% of their software$174KFlat
- WorkivaWK2,453 shares · 0.0% of their software$168KFlat
- Payoneer Global Inc.PAYO24,424 shares · 0.0% of their software$167KFlat
- Joint Stock Company Kaspi.kzKSPI1,953 shares · 0.0% of their software$166KFlat
- LightspeedLSPD14,096 shares · 0.0% of their software$165KFlat
- BoxBOX4,808 shares · 0.0% of their software$164KFlat
- RingCentralRNG5,705 shares · 0.0% of their software$162KFlat
- Zeta GlobalZETA9,906 shares · 0.0% of their software$153KFlat
- DropboxDBX5,302 shares · 0.0% of their software$152KFlat
- DomoDOMO10,181 shares · 0.0% of their software$142K—
- Bandwidth Inc.BAND8,563 shares · 0.0% of their software$136KFlat
- AsanaASAN8,897 shares · 0.0% of their software$120KFlat
- ProgressPRGS1,776 shares · 0.0% of their software$113KFlat
- 8x8EGHT38,654 shares · 0.0% of their software$76K—
- GuidewireGWRE197 shares · 0.0% of their software$46KFlat
- Lyft, Inc.LYFT2,426 shares · 0.0% of their software$38K−$1.6M
- CommvaultCVLT189 shares · 0.0% of their software$33KFlat
- CCC Intelligent Solutions Holdings Inc.CCC2,688 shares · 0.0% of their software$25KNew · Flat
- ProcorePCOR353 shares · 0.0% of their software$24KFlat
- PegasystemsPEGA442 shares · 0.0% of their software$24KNew · Flat
- TenableTENB642 shares · 0.0% of their software$22KFlat
- Manhattan AssociatesMANH97 shares · 0.0% of their software$19K−$8.4M
- Clearwater AnalyticsCWAN847 shares · 0.0% of their software$19KFlat
- PaylocityPCTY93 shares · 0.0% of their software$17KFlat
- DoximityDOCS261 shares · 0.0% of their software$16KFlat
- SPS CommerceSPSC110 shares · 0.0% of their software$15KFlat
- WEX Inc.WEX101 shares · 0.0% of their software$15KFlat
- ElasticESTC155 shares · 0.0% of their software$13KFlat
- Five9FIVN491 shares · 0.0% of their software$13KFlat
- AppFolioAPPF56 shares · 0.0% of their software$13KFlat
- QualysQLYS82 shares · 0.0% of their software$12KFlat
- VaronisVRNS186 shares · 0.0% of their software$9KFlat
- PAR Technology CorporationPAR115 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
- ePlus inc.PLUS58 shares · 0.0% of their software$4KFlat
- Remitly Global, Inc.RELY188 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$3KFlat
- DoubleVerifyDV187 shares · 0.0% of their software$3KFlat
- ZoomInfoZI188 shares · 0.0% of their software$2KFlat