Generalist · New York, NY
JPMorgan Chase
Q3 2018 · compared with Q2 2018
Filed as Jpmorgan Chase & CO
- Software
- $25.1B
- Weight of 13F
- 5.2%
- Names
- 116
- Net bought
- +$497M
Filed 7 November 2018 · SEC filing.
4,576 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
- MicrosoftMSFT89,732,003 shares · 40.8% of their software · price +$1.4B$10.3B+$317M
- SalesforceCRM16,669,877 shares · 10.5% of their software · price +$377M$2.7B+$104M
- Automatic Data Processing, Inc.ADP8,639,847 shares · 5.2% of their software · price +$143M$1.3B+$782M
- AdobeADBE4,551,542 shares · 4.9% of their software · price +$119M$1.2B−$413M
- ServiceNowNOW5,258,213 shares · 4.1% of their software · price +$122M$1.0B−$10.5M
- OracleORCL13,987,377 shares · 2.9% of their software · price +$105M$721M−$246M
- Palo Alto NetworksPANW2,032,114 shares · 1.8% of their software · price +$40.2M$458M+$10.5M
- Block, Inc.XYZ4,603,964 shares · 1.8% of their software · price +$172M$456M−$60.7M
- GoDaddyGDDY4,493,919 shares · 1.5% of their software · price +$57.5M$375M−$36.6M
- Roper Technologies, Inc.ROP1,249,142 shares · 1.5% of their software · price +$25.4M$370M+$37.1M
- Ribbon Communications Inc.RBBN50,412,813 shares · 1.4% of their software · price −$14.6M$344MFlat
- SynopsysSNPS3,125,440 shares · 1.2% of their software · price +$40.8M$308M+$7.7M
- Tyler TechnologiesTYL1,248,274 shares · 1.2% of their software · price +$28.7M$306M+$14.6M
- WEX Inc.WEX1,432,811 shares · 1.1% of their software · price +$14.7M$288MFlat
- Fiserv, Inc.FISV3,305,541 shares · 1.1% of their software · price +$27.4M$272M−$29.9M
- VeevaVEEV2,365,911 shares · 1.0% of their software · price +$75.7M$258MFlat
- IntuitINTU1,047,714 shares · 0.9% of their software · price +$24.2M$238M−$111M
- AutodeskADSK1,353,539 shares · 0.8% of their software · price +$33.9M$211M+$24.6M
- WorkdayWDAY1,442,336 shares · 0.8% of their software · price +$35.9M$211M−$87.9M
- ShopifySHOP1,262,517 shares · 0.8% of their software · price +$23.4M$208M+$59.0M
- CoStarCSGP478,297 shares · 0.8% of their software · price +$3.9M$201M+$83.7M
- PaycomPAYC1,291,934 shares · 0.8% of their software · price +$73.1M$201M−$27.3M
- GuidewireGWRE1,946,116 shares · 0.8% of their software · price +$23.8M$197M−$104M
- AkamaiAKAM2,550,859 shares · 0.7% of their software$187M+$4.8M
- DocuSignDOCU3,333,361 shares · 0.7% of their software · price −$1.3M$175M+$107M
- Q2QTWO2,601,464 shares · 0.6% of their software · price +$9.1M$158M+$6.1M
- OktaOKTA2,023,125 shares · 0.6% of their software · price +$40.4M$142M+$5.7M
- NetApp, Inc.NTAP1,556,678 shares · 0.5% of their software · price +$11.5M$134M+$1.3M
- F5, Inc.FFIV613,379 shares · 0.5% of their software · price +$16.5M$122M+$28.8M
- VeriskVRSK995,252 shares · 0.5% of their software · price +$12.8M$120M+$76.6M
- FortinetFTNT1,202,619 shares · 0.4% of their software · price +$35.9M$111M+$4.6M
- NutanixNTNX2,482,788 shares · 0.4% of their software · price −$22.0M$106MFlat
- Manhattan AssociatesMANH1,908,429 shares · 0.4% of their software · price +$14.5M$104M−$1.8M
- FactSetFDS462,499 shares · 0.4% of their software · price +$11.8M$103M−$10.5M
- The Trade DeskTTD678,262 shares · 0.4% of their software · price +$38.7M$102M+$62.7M
- BlackbaudBLKB997,039 shares · 0.4% of their software · price −$967K$101M−$2.7M
- HubSpotHUBS643,369 shares · 0.4% of their software · price +$16.4M$97.1M−$5.7M
- RingCentralRNG992,943 shares · 0.4% of their software · price +$22.5M$92.4M+$4.2M
- Strategy IncMSTR558,587 shares · 0.3% of their software · price +$7.2M$78.5M+$10.0M
- MorningstarMORN587,395 shares · 0.3% of their software · price −$1.4M$74.0M−$7.7M
- Fair IsaacFICO303,618 shares · 0.3% of their software · price +$10.7M$69.4M−$12.8M
- ZscalerZS1,649,765 shares · 0.3% of their software · price +$8.3M$67.3M+$8.3M
- BroadridgeBR489,151 shares · 0.3% of their software · price +$8.2M$64.5M−$23.0M
- VeriSign, Inc.VRSN370,406 shares · 0.2% of their software · price +$8.4M$59.3M−$58.1M
- NetScout Systems, Inc.NTCT2,279,154 shares · 0.2% of their software · price −$10.1M$57.5M−$12.1M
- TwilioTWLO627,144 shares · 0.2% of their software · price +$19.0M$54.1M+$10.4M
- Sabre CorporationSABR2,052,359 shares · 0.2% of their software · price +$3.0M$53.5M+$35.2M
- SAPSAP360,305 shares · 0.2% of their software · price +$2.6M$44.3M+$4.6M
- Paychex, Inc.PAYX578,849 shares · 0.2% of their software · price +$3.1M$42.6M−$19.5M
- ProgressPRGS991,148 shares · 0.1% of their software · price −$3.5M$35.0M−$1.2M
- Check PointCHKP273,963 shares · 0.1% of their software · price +$5.5M$32.2M+$2.5M
- InterDigital, Inc.IDCC398,520 shares · 0.1% of their software$31.9M+$1.3M
- TeradataTDC800,698 shares · 0.1% of their software · price −$2.0M$30.2M−$39.6M
- SS&CSSNC513,366 shares · 0.1% of their software · price +$2.5M$29.2M−$7.3M
- SPS CommerceSPSC233,022 shares · 0.1% of their software · price +$6.0M$23.1M+$13.8M
- CommvaultCVLT323,713 shares · 0.1% of their software · price +$1.3M$22.7M+$11.6M
- Upbound Group, Inc.UPBD1,545,724 shares · 0.1% of their software · price −$526K$22.2M+$1.4M
- PTCPTC206,561 shares · 0.1% of their software · price +$2.6M$21.9MFlat
- DropboxDBX687,943 shares · 0.1% of their software · price −$3.8M$18.5M+$7.0M
- WixWIX152,694 shares · 0.1% of their software · price +$3.0M$18.3M+$15.2M
- MongoDBMDB218,941 shares · 0.1% of their software · price +$7.0M$17.9M+$6.2M
- CadenceCDNS393,004 shares · 0.1% of their software · price +$790K$17.8M+$4.4M
- TrimbleTRMB397,167 shares · 0.1% of their software · price +$4.2M$17.3M−$6.1M
- OpenTextOTEX390,422 shares · 0.1% of their software · price +$1.1M$14.9M+$10.1M
- DomoDOMO688,467 shares · 0.1% of their software$14.8M—
- QualysQLYS127,805 shares · 0.0% of their software · price +$613K$11.4M−$7.4M
- Five9FIVN258,063 shares · 0.0% of their software · price +$2.4M$11.3M+$2.1M
- ePlus inc.PLUS104,875 shares · 0.0% of their software$9.7MFlat
- Donnelley Financial Solutions, Inc.DFIN538,384 shares · 0.0% of their software$9.6M+$6.8M
- ACI WorldwideACIW334,937 shares · 0.0% of their software · price +$1.2M$9.4M−$2.7M
- Immersion CorporationIMMR770,704 shares · 0.0% of their software · price −$3.8M$8.1M+$11.8M
- EVERTEC, Inc.EVTC316,033 shares · 0.0% of their software · price +$711K$7.6M−$5.1M
- Amdocs LimitedDOX107,187 shares · 0.0% of their software$7.1M−$6.2M
- PagSeguro Digital Ltd.PAGS253,683 shares · 0.0% of their software$7.0M+$5.9M
- Rapid7RPD166,666 shares · 0.0% of their software · price +$1.4M$6.2M+$722K
- BlackBerry LimitedBB524,057 shares · 0.0% of their software · price +$907K$6.0M+$4.9M
- OneSpan Inc.OSPN305,623 shares · 0.0% of their software$5.8M+$616K
- Radware Ltd.RDWR218,026 shares · 0.0% of their software$5.8M−$1.1M
- Ooma, Inc.OOMA275,444 shares · 0.0% of their software · price +$675K$4.6M+$632K
- Euronet Worldwide, Inc.EEFT45,201 shares · 0.0% of their software · price +$744K$4.5M+$697K
- BoxBOX181,795 shares · 0.0% of their software$4.3M−$38.3M
- VaronisVRNS54,071 shares · 0.0% of their software$4.0M−$1.2M
- A10 Networks, Inc.ATEN625,174 shares · 0.0% of their software$3.8MFlat
- NICENICE32,407 shares · 0.0% of their software$3.7MFlat
- Alarm.com Holdings, Inc.ALRM54,289 shares · 0.0% of their software · price +$924K$3.1M−$4.9M
- SoundThinking, Inc.SSTI50,148 shares · 0.0% of their software · price +$1.2M$3.1M+$832K
- 8x8EGHT136,986 shares · 0.0% of their software$2.9M—
- PegasystemsPEGA33,969 shares · 0.0% of their software$2.1M−$7.1M
- Bandwidth Inc.BAND33,302 shares · 0.0% of their software · price +$519K$1.8MFlat
- AppFolioAPPF17,442 shares · 0.0% of their software$1.4M+$883K
- PaylocityPCTY14,041 shares · 0.0% of their software$1.1MFlat
- DescartesDSGX29,762 shares · 0.0% of their software$1.0M−$1.2M
- AppianAPPN30,323 shares · 0.0% of their software$1.0M+$1.0M
- BlackLineBL12,728 shares · 0.0% of their software$719KFlat
- Agilysys, Inc.AGYS39,159 shares · 0.0% of their software$639KFlat
- WorkivaWK14,710 shares · 0.0% of their software$581K−$1.8M
- YextYEXT21,177 shares · 0.0% of their software$502K−$9.8M
- Asure Software, Inc.ASUR40,030 shares · 0.0% of their software$497K+$606K
- Digital TurbineAPPS175,282 shares · 0.0% of their software$217KNew · Flat
- DHI Group, Inc.DHX91,004 shares · 0.0% of their software$191KFlat
- Calix, Inc.CALX22,192 shares · 0.0% of their software$180KFlat
- Tucows Inc.TCX2,314 shares · 0.0% of their software$129KFlat
- Priority Technology Holdings, Inc.PRTH12,000 shares · 0.0% of their software$117KNew · Flat
- TenableTENB2,917 shares · 0.0% of their software$113KNew · Flat
- Daily Journal CorporationDJCO260 shares · 0.0% of their software$63KFlat
- Allot Ltd.ALLT9,788 shares · 0.0% of their software$60KNew · Flat
- PAR Technology CorporationPAR2,636 shares · 0.0% of their software$59KFlat
- PDF Solutions, Inc.PDFS6,412 shares · 0.0% of their software$58KFlat
- Simulations PlusSLP2,665 shares · 0.0% of their software$54KFlat
- Mitek Systems, Inc.MITK7,579 shares · 0.0% of their software$53K−$797K
- i3 Verticals, Inc.IIIV1,788 shares · 0.0% of their software$41KNew · Flat
- eGain CorporationEGAN4,094 shares · 0.0% of their software$33KFlat
- ReposiTrak, Inc.TRAK3,085 shares · 0.0% of their software$31KFlat
- Veritone, Inc.VERI1,864 shares · 0.0% of their software$19KFlat
- Rimini Street, Inc.RMNI2,265 shares · 0.0% of their software$14KFlat
- Materialise NVMTLS200 shares · 0.0% of their software$3KNew · Flat