Generalist · New York, NY
JPMorgan Chase
Q1 2018 · compared with Q4 2017
Filed as Jpmorgan Chase & CO
- Software
- $18.4B
- Weight of 13F
- 4.2%
- Names
- 107
- Net bought
- +$195M
Filed 10 May 2018 · SEC filing.
4,433 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 2026296 names$106B—
- Q1 20265 names$78.6M—
- Q4 2025291 names$141B+$12.2B
- Q3 2025281 names$169B+$3.5B
- Q2 2025273 names$158B+$2.6B
- Q1 2025268 names$121B+$11.3B
- Q4 2024268 names$125B+$707M
- Q3 2024267 names$121B+$4.2B
- Q2 2024263 names$116B−$1.0B
- Q1 2024252 names$115B+$5.9B
- Q4 2023248 names$99.2B+$4.9B
- Q3 2023240 names$78.3B+$2.8B
- Q2 2023228 names$78.9B+$8.0B
- Q1 2023217 names$60.8B+$3.6B
- Q4 2022215 names$45.4B+$2.7B
- Q3 2022212 names$41.7B+$2.6B
- Q2 2022211 names$43.3B+$8.4B
- Q1 2022209 names$51.3B+$2.5B
- Q4 2021205 names$56.7B+$2.8B
- Q3 2021202 names$49.5B−$2.1B
- Q2 2021179 names$50.5B+$7.3B
- Q1 2021166 names$42.8B+$949M
- Q4 2020159 names$41.6B−$190M
- Q3 2020155 names$35.9B−$48.2M
- Q2 2020144 names$33.2B−$889M
- Q1 2020137 names$25.4B−$1.4B
- Q4 2019135 names$28.6B−$2.0B
- Q3 2019133 names$28.2B−$1.4B
- Q2 2019127 names$29.6B+$946M
- Q1 2019122 names$26.4B+$233M
- Q4 2018122 names$21.5B−$140M
- Q3 2018116 names$25.1B+$497M
- Q2 2018111 names$21.4B+$1.0B
- Q1 2018107 names$18.4B+$195M
- Q4 2017103 names$16.8B+$697M
- Q3 201793 names$14.3B−$257M
- Q2 201792 names$13.7B−$551M
- Q1 201790 names$13.4B+$156M
- Q4 201690 names$12.0B−$654M
- Q3 201684 names$12.6B−$718M
- Q2 201684 names$12.2B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT83,629,225 shares · 41.4% of their software · price +$479M$7.6B−$817M
- AdobeADBE8,139,430 shares · 9.5% of their software · price +$332M$1.8B−$148M
- OracleORCL27,822,109 shares · 6.9% of their software · price −$42.6M$1.3B+$726M
- SalesforceCRM7,370,884 shares · 4.7% of their software · price +$104M$857M+$269M
- ServiceNowNOW4,861,029 shares · 4.4% of their software · price +$170M$804M−$38.2M
- Palo Alto NetworksPANW2,112,965 shares · 2.1% of their software · price +$77.3M$384M+$117M
- WorkdayWDAY3,003,095 shares · 2.1% of their software · price +$76.2M$382M−$65.2M
- GoDaddyGDDY5,174,786 shares · 1.7% of their software · price +$57.6M$318M+$9.6M
- Automatic Data Processing, Inc.ADP2,649,242 shares · 1.6% of their software · price −$9.8M$301M−$21.5M
- Roper Technologies, Inc.ROP1,017,471 shares · 1.6% of their software · price +$22.1M$286M+$19.2M
- WEX Inc.WEX1,820,381 shares · 1.5% of their software · price +$28.0M$285M−$273M
- GuidewireGWRE3,305,438 shares · 1.5% of their software · price +$21.7M$267M−$5.0M
- Ribbon Communications Inc.RBBN50,412,745 shares · 1.4% of their software · price −$133M$257MFlat
- SynopsysSNPS2,954,187 shares · 1.3% of their software · price −$5.9M$246M+$4.0M
- IntuitINTU1,365,960 shares · 1.3% of their software · price +$21.3M$237M+$43.0M
- Tyler TechnologiesTYL1,115,848 shares · 1.3% of their software · price +$37.8M$235M+$5.0M
- Block, Inc.XYZ4,605,667 shares · 1.2% of their software · price +$66.9M$227M+$22.7M
- NetApp, Inc.NTAP3,537,659 shares · 1.2% of their software · price +$22.5M$218M+$162M
- VeevaVEEV2,356,217 shares · 0.9% of their software · price +$41.8M$172M−$1.6M
- Fiserv, Inc.FISV2,221,443 shares · 0.9% of their software · price −$133M$158M+$185M
- AutodeskADSK1,084,167 shares · 0.7% of their software · price +$22.5M$136M−$12.3M
- Q2QTWO2,854,945 shares · 0.7% of their software · price +$24.8M$130MFlat
- VeriSign, Inc.VRSN1,028,585 shares · 0.7% of their software · price +$4.2M$122M−$18.8M
- PaycomPAYC1,121,182 shares · 0.7% of their software · price +$30.3M$120M−$14.9M
- NutanixNTNX2,338,382 shares · 0.6% of their software · price +$32.3M$115M+$18.7M
- BlackbaudBLKB1,006,064 shares · 0.6% of their software · price +$7.4M$102M+$2.2M
- ShopifySHOP743,660 shares · 0.5% of their software · price +$17.5M$92.7M+$18.7M
- FactSetFDS429,574 shares · 0.5% of their software · price +$2.9M$85.7MFlat
- Manhattan AssociatesMANH1,967,723 shares · 0.4% of their software · price −$15.1M$82.4M+$4.5M
- MorningstarMORN851,087 shares · 0.4% of their software · price −$1.2M$81.3M−$3.4M
- OktaOKTA2,015,038 shares · 0.4% of their software · price +$28.7M$80.3M+$13.1M
- HubSpotHUBS621,163 shares · 0.4% of their software · price +$12.4M$67.3M+$8.5M
- ProgressPRGS1,504,513 shares · 0.3% of their software · price −$6.2M$57.9M−$13.4M
- Strategy IncMSTR415,288 shares · 0.3% of their software · price −$959K$53.6MFlat
- BroadridgeBR475,841 shares · 0.3% of their software · price +$9.1M$52.2M+$1.8M
- RingCentralRNG807,774 shares · 0.3% of their software · price +$12.2M$51.3M+$890K
- The Trade DeskTTD995,049 shares · 0.3% of their software · price +$3.9M$49.4M+$6.3M
- Paychex, Inc.PAYX788,100 shares · 0.3% of their software · price −$5.1M$48.5M+$33.9M
- Fair IsaacFICO278,248 shares · 0.3% of their software · price +$4.5M$47.1M−$2.8M
- FortinetFTNT730,021 shares · 0.2% of their software · price +$7.2M$39.1M−$16.3M
- SAPSAP340,357 shares · 0.2% of their software · price −$2.5M$35.8M+$27.1M
- BoxBOX1,619,488 shares · 0.2% of their software · price −$923K$33.3M+$33.8M
- SS&CSSNC593,564 shares · 0.2% of their software · price +$7.8M$31.8M+$4.6M
- AkamaiAKAM433,417 shares · 0.2% of their software · price +$2.6M$30.8M−$2.4M
- InterDigital, Inc.IDCC404,320 shares · 0.2% of their software · price −$1.0M$29.8M−$2.9M
- F5, Inc.FFIV190,381 shares · 0.1% of their software · price +$2.5M$27.5M+$7.7M
- TeradataTDC686,309 shares · 0.1% of their software · price +$830K$27.2M+$8.2M
- DropboxDBX792,806 shares · 0.1% of their software$24.8MNew · +$24.8M
- Amdocs LimitedDOX339,094 shares · 0.1% of their software$22.6M+$1.5M
- TrimbleTRMB527,971 shares · 0.1% of their software · price −$2.5M$18.9M−$1.8M
- ZscalerZS623,184 shares · 0.1% of their software$17.5MNew · +$17.5M
- QualysQLYS232,014 shares · 0.1% of their software · price +$3.1M$16.9M+$1.3M
- CadenceCDNS454,004 shares · 0.1% of their software · price −$2.3M$16.7M−$34.7M
- NetScout Systems, Inc.NTCT553,214 shares · 0.1% of their software · price −$2.3M$14.6M−$3.5M
- Upbound Group, Inc.UPBD1,447,798 shares · 0.1% of their software · price −$3.6M$12.5M+$1.4M
- VeriskVRSK113,813 shares · 0.1% of their software · price +$911K$11.8M−$12.4M
- CommvaultCVLT195,601 shares · 0.1% of their software · price +$919K$11.2M−$3.5M
- PTCPTC141,722 shares · 0.1% of their software · price +$2.4M$11.1M−$5.4M
- Check PointCHKP108,782 shares · 0.1% of their software$10.8M+$5.2M
- DescartesDSGX311,735 shares · 0.0% of their software$8.9MFlat
- ePlus inc.PLUS95,156 shares · 0.0% of their software$7.4MFlat
- ACI WorldwideACIW306,691 shares · 0.0% of their software$7.3M−$3.2M
- NICENICE73,888 shares · 0.0% of their software$6.9MFlat
- Sabre CorporationSABR300,081 shares · 0.0% of their software$6.4MFlat
- Radware Ltd.RDWR277,617 shares · 0.0% of their software · price +$541K$5.9M+$1.8M
- WorkivaWK242,808 shares · 0.0% of their software · price +$558K$5.8M−$517K
- 8x8EGHT250,359 shares · 0.0% of their software$4.7M—
- Five9FIVN156,655 shares · 0.0% of their software · price +$769K$4.7MFlat
- Rapid7RPD168,626 shares · 0.0% of their software · price +$1.2M$4.3M+$947K
- CoStarCSGP11,070 shares · 0.0% of their software · price +$728K$4.0MFlat
- EVERTEC, Inc.EVTC218,882 shares · 0.0% of their software · price +$591K$3.6M+$1.4M
- OpenTextOTEX100,177 shares · 0.0% of their software$3.5MFlat
- Alarm.com Holdings, Inc.ALRM90,023 shares · 0.0% of their software$3.4M+$846K
- VaronisVRNS55,705 shares · 0.0% of their software · price +$666K$3.4M−$1.4M
- TwilioTWLO83,489 shares · 0.0% of their software · price +$1.2M$3.2MFlat
- MongoDBMDB68,353 shares · 0.0% of their software · price +$938K$3.0M−$2.4M
- AppianAPPN116,422 shares · 0.0% of their software · price −$733K$2.9M−$16.4M
- Euronet Worldwide, Inc.EEFT35,646 shares · 0.0% of their software$2.8M−$5.7M
- Ooma, Inc.OOMA254,189 shares · 0.0% of their software$2.8M+$2.8M
- A10 Networks, Inc.ATEN260,253 shares · 0.0% of their software$1.5M+$964K
- SPS CommerceSPSC21,806 shares · 0.0% of their software$1.4MFlat
- Digital TurbineAPPS482,504 shares · 0.0% of their software$970K+$646K
- PegasystemsPEGA15,115 shares · 0.0% of their software$917K−$3.8M
- Lesaka Technologies, Inc.LSAK71,369 shares · 0.0% of their software$675KFlat
- DHI Group, Inc.DHX276,452 shares · 0.0% of their software$442KFlat
- Donnelley Financial Solutions, Inc.DFIN24,881 shares · 0.0% of their software$427KFlat
- Calix, Inc.CALX61,934 shares · 0.0% of their software$424KFlat
- BlackLineBL10,002 shares · 0.0% of their software$392K−$60.6M
- AppFolioAPPF9,523 shares · 0.0% of their software$389K−$1.5M
- PaylocityPCTY5,596 shares · 0.0% of their software$286K−$2.2M
- PagSeguro Digital Ltd.PAGS7,057 shares · 0.0% of their software$270KNew · Flat
- Agilysys, Inc.AGYS17,876 shares · 0.0% of their software$214KFlat
- BlackBerry LimitedBB18,365 shares · 0.0% of their software$211KFlat
- eGain CorporationEGAN20,102 shares · 0.0% of their software$160KFlat
- Simulations PlusSLP8,154 shares · 0.0% of their software$120KFlat
- PDF Solutions, Inc.PDFS9,130 shares · 0.0% of their software$107KFlat
- Tucows Inc.TCX1,832 shares · 0.0% of their software$103KFlat
- Materialise NVMTLS7,907 shares · 0.0% of their software$92KFlat
- WixWIX1,004 shares · 0.0% of their software$80KFlat
- Immersion CorporationIMMR5,862 shares · 0.0% of their software$70KFlat
- YextYEXT4,789 shares · 0.0% of their software$61KFlat
- Daily Journal CorporationDJCO224 shares · 0.0% of their software$51KFlat
- Mitek Systems, Inc.MITK6,495 shares · 0.0% of their software$48KFlat
- ReposiTrak, Inc.TRAK2,664 shares · 0.0% of their software$23KFlat
- Veritone, Inc.VERI641 shares · 0.0% of their software$9KFlat
- Red Violet, Inc.RDVT596 shares · 0.0% of their software$4KNew · Flat
- Allot Ltd.ALLT400 shares · 0.0% of their software$2KNew · Flat