Generalist · New York, NY
JPMorgan Chase
Q3 2019 · compared with Q2 2019
Filed as Jpmorgan Chase & CO
- Software
- $28.2B
- Weight of 13F
- 6.1%
- Names
- 133
- Net bought
- −$1.4B
Filed 12 November 2019 · SEC filing.
4,514 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
- MicrosoftMSFT90,073,337 shares · 44.4% of their software · price +$457M$12.5B−$648M
- SalesforceCRM13,186,880 shares · 6.9% of their software · price −$43.4M$2.0B−$302M
- Automatic Data Processing, Inc.ADP10,834,880 shares · 6.2% of their software · price −$42.4M$1.7B+$58.8M
- Fiserv, Inc.FISV11,342,592 shares · 4.2% of their software · price +$141M$1.2B+$350M
- ServiceNowNOW4,253,729 shares · 3.8% of their software · price −$88.1M$1.1B−$153M
- SynopsysSNPS7,080,648 shares · 3.4% of their software · price +$60.6M$972M+$110M
- IntuitINTU2,467,664 shares · 2.3% of their software · price +$11.4M$656M−$90.1M
- VeevaVEEV3,887,573 shares · 2.1% of their software · price −$36.6M$594M+$29.7M
- ShopifySHOP1,865,335 shares · 2.1% of their software · price +$21.5M$581M−$12.8M
- CoStarCSGP915,235 shares · 1.9% of their software · price +$35.8M$543M+$48.1M
- The Trade DeskTTD2,812,214 shares · 1.9% of their software · price −$113M$527M+$133M
- AdobeADBE1,740,615 shares · 1.7% of their software · price −$32.0M$481M+$28.6M
- Roper Technologies, Inc.ROP1,184,850 shares · 1.5% of their software · price −$11.4M$423M−$51.5M
- TwilioTWLO3,077,922 shares · 1.2% of their software · price −$81.2M$338M+$39.4M
- Ribbon Communications Inc.RBBN49,949,385 shares · 1.0% of their software · price +$47.5M$292MFlat
- OracleORCL5,084,373 shares · 1.0% of their software · price −$9.9M$280M−$189M
- WorkdayWDAY1,435,272 shares · 0.9% of their software · price −$51.1M$244M+$34.6M
- Lyft, Inc.LYFT5,956,220 shares · 0.9% of their software · price −$148M$243M+$95.2M
- WEX Inc.WEX1,164,943 shares · 0.8% of their software · price −$7.0M$235M+$40.7M
- Q2QTWO1,912,777 shares · 0.5% of their software · price +$4.8M$151M+$23.7M
- Fair IsaacFICO495,723 shares · 0.5% of their software · price −$5.2M$150M−$66.2M
- VeriskVRSK949,262 shares · 0.5% of their software · price +$11.1M$150MFlat
- Tyler TechnologiesTYL545,290 shares · 0.5% of their software · price +$25.3M$143M+$10.4M
- ZscalerZS2,941,420 shares · 0.5% of their software · price −$86.4M$139M+$127M
- Palo Alto NetworksPANW678,275 shares · 0.5% of their software$138M−$189M
- WixWIX1,165,352 shares · 0.5% of their software · price −$29.6M$136M+$66.3M
- OktaOKTA1,380,159 shares · 0.5% of their software · price −$34.6M$136M+$5.5M
- Block, Inc.XYZ2,079,006 shares · 0.5% of their software · price −$22.0M$129M−$203M
- FactSetFDS527,961 shares · 0.5% of their software · price −$23.0M$128M+$14.5M
- GuidewireGWRE1,086,815 shares · 0.4% of their software · price +$4.3M$115M+$1.3M
- PaycomPAYC536,994 shares · 0.4% of their software · price −$9.3M$112M−$50.6M
- BlackbaudBLKB1,131,894 shares · 0.4% of their software · price +$7.7M$102M+$10.8M
- AutodeskADSK688,012 shares · 0.4% of their software · price −$10.5M$102M−$110M
- MorningstarMORN687,598 shares · 0.4% of their software · price +$1.0M$100MFlat
- DocuSignDOCU1,561,054 shares · 0.3% of their software · price +$19.1M$96.7M−$115M
- ElasticESTC1,077,981 shares · 0.3% of their software · price +$8.3M$88.8M−$4.5M
- RingCentralRNG556,095 shares · 0.2% of their software · price +$6.0M$69.9M−$3.5M
- AkamaiAKAM676,086 shares · 0.2% of their software · price +$7.6M$61.8M−$154M
- HubSpotHUBS401,539 shares · 0.2% of their software · price −$7.6M$60.9M+$2.3M
- MongoDBMDB483,709 shares · 0.2% of their software · price −$15.3M$58.3M−$20.9M
- Check PointCHKP496,286 shares · 0.2% of their software · price −$3.0M$54.3M+$4.8M
- Euronet Worldwide, Inc.EEFT310,819 shares · 0.2% of their software · price −$6.8M$45.5M−$9.3M
- OpenTextOTEX1,017,309 shares · 0.1% of their software$41.5M+$1.8M
- ACI WorldwideACIW1,253,842 shares · 0.1% of their software · price −$3.8M$39.3M+$1.5M
- FortinetFTNT464,825 shares · 0.1% of their software$35.7M−$15.5M
- Upbound Group, Inc.UPBD1,315,325 shares · 0.1% of their software · price −$1.1M$33.9M+$1.4M
- SS&CSSNC611,801 shares · 0.1% of their software · price −$3.7M$31.6M−$3.4M
- VeriSign, Inc.VRSN161,929 shares · 0.1% of their software · price −$3.3M$30.5M−$821K
- CrowdStrikeCRWD520,008 shares · 0.1% of their software · price −$5.2M$30.3M−$7.6M
- PagSeguro Digital Ltd.PAGS632,410 shares · 0.1% of their software · price +$4.6M$29.3M−$2.0M
- BroadridgeBR232,439 shares · 0.1% of their software · price −$755K$28.9M−$2.9M
- Paychex, Inc.PAYX342,740 shares · 0.1% of their software$28.4M−$18.5M
- NutanixNTNX1,050,333 shares · 0.1% of their software$27.6M+$9.9M
- DynatraceDT1,240,840 shares · 0.1% of their software$23.2MNew · +$23.2M
- CommvaultCVLT489,735 shares · 0.1% of their software · price −$2.4M$21.9M+$5.2M
- CadenceCDNS329,355 shares · 0.1% of their software · price −$1.6M$21.8MFlat
- ProgressPRGS554,878 shares · 0.1% of their software · price −$3.1M$21.1M−$17.4M
- Sabre CorporationSABR911,181 shares · 0.1% of their software$20.4M+$730K
- Alarm.com Holdings, Inc.ALRM373,787 shares · 0.1% of their software · price −$2.6M$17.4M+$15.2M
- NetScout Systems, Inc.NTCT716,916 shares · 0.1% of their software · price −$1.7M$16.5M−$2.3M
- PagerDutyPD556,474 shares · 0.1% of their software · price −$10.5M$15.7M−$4.2M
- Amdocs LimitedDOX231,907 shares · 0.1% of their software · price +$932K$15.3M+$4.6M
- Strategy IncMSTR100,774 shares · 0.1% of their software · price +$510K$15.0MFlat
- Manhattan AssociatesMANH171,789 shares · 0.0% of their software · price +$1.9M$13.9M+$3.3M
- F5, Inc.FFIV96,682 shares · 0.0% of their software · price −$504K$13.6M−$34.8M
- QualysQLYS176,713 shares · 0.0% of their software · price −$2.0M$13.4M+$4.8M
- SAPSAP112,120 shares · 0.0% of their software · price −$2.1M$13.2MFlat
- AppianAPPN272,805 shares · 0.0% of their software · price +$3.1M$13.0M+$9.5M
- TrimbleTRMB331,005 shares · 0.0% of their software · price −$2.1M$12.8M+$2.3M
- NetApp, Inc.NTAP242,048 shares · 0.0% of their software · price −$2.2M$12.7M−$7.0M
- Five9FIVN220,883 shares · 0.0% of their software · price +$541K$11.9M+$6.2M
- DescartesDSGX285,129 shares · 0.0% of their software · price +$958K$11.5M+$4.2M
- InterDigital, Inc.IDCC203,072 shares · 0.0% of their software · price −$2.4M$10.7M+$5.7M
- LiveRamp Holdings, Inc.RAMP242,439 shares · 0.0% of their software · price −$1.3M$10.4M−$712K
- 8x8EGHT499,351 shares · 0.0% of their software$10.3M—
- NICENICE62,939 shares · 0.0% of their software$9.1M−$5.6M
- Rapid7RPD193,168 shares · 0.0% of their software · price −$2.4M$8.8M+$9.1M
- PTCPTC115,575 shares · 0.0% of their software · price −$2.5M$7.9M+$3.4M
- Donnelley Financial Solutions, Inc.DFIN614,416 shares · 0.0% of their software · price −$627K$7.6M+$2.8M
- Uber Technologies, Inc.UBER244,853 shares · 0.0% of their software · price −$3.9M$7.5M+$6.5M
- EVERTEC, Inc.EVTC236,042 shares · 0.0% of their software$7.4M+$1.2M
- BlackBerry LimitedBB1,299,346 shares · 0.0% of their software · price −$2.9M$6.8MFlat
- SPS CommerceSPSC127,038 shares · 0.0% of their software · price −$7.0M$6.0M+$4.6M
- BoxBOX345,042 shares · 0.0% of their software$5.7M−$679K
- Radware Ltd.RDWR213,062 shares · 0.0% of their software$5.2M+$3.4M
- DropboxDBX252,711 shares · 0.0% of their software · price −$1.2M$5.1M−$32.2M
- ZoomZM58,406 shares · 0.0% of their software · price −$735K$4.5M+$3.9M
- ePlus inc.PLUS57,522 shares · 0.0% of their software$4.4M−$6.2M
- BlackLineBL83,115 shares · 0.0% of their software$4.0M+$3.6M
- TenableTENB165,164 shares · 0.0% of their software · price −$1.0M$3.7M−$582K
- TeradataTDC117,500 shares · 0.0% of their software · price −$570K$3.6M−$3.4M
- Ooma, Inc.OOMA348,161 shares · 0.0% of their software$3.6MFlat
- Mitek Systems, Inc.MITK317,349 shares · 0.0% of their software$3.1M+$1.5M
- OneSpan Inc.OSPN208,992 shares · 0.0% of their software$3.0M+$581K
- GoDaddyGDDY34,255 shares · 0.0% of their software$2.3M−$234M
- A10 Networks, Inc.ATEN305,581 shares · 0.0% of their software$2.1M+$622K
- CloudflareNET100,200 shares · 0.0% of their software$1.9MNew · +$1.9M
- PaylocityPCTY18,519 shares · 0.0% of their software$1.8M−$10.2M
- DatadogDDOG51,800 shares · 0.0% of their software$1.8MNew · +$1.8M
- Immersion CorporationIMMR167,717 shares · 0.0% of their software$1.3M−$601K
- VaronisVRNS21,334 shares · 0.0% of their software$1.3MFlat
- AppFolioAPPF7,747 shares · 0.0% of their software$737K−$795K
- WorkivaWK16,636 shares · 0.0% of their software$729K−$12.3M
- PAR Technology CorporationPAR29,689 shares · 0.0% of their software$706K+$538K
- Allot Ltd.ALLT82,894 shares · 0.0% of their software$668KFlat
- Endava plcDAVA13,317 shares · 0.0% of their software$504K+$535K
- YextYEXT30,475 shares · 0.0% of their software$484KFlat
- Bandwidth Inc.BAND5,270 shares · 0.0% of their software$343KFlat
- Agilysys, Inc.AGYS10,615 shares · 0.0% of their software$272KFlat
- PhreesiaPHR10,774 shares · 0.0% of their software$261KNew · Flat
- i3 Verticals, Inc.IIIV12,947 shares · 0.0% of their software$260KFlat
- Lesaka Technologies, Inc.LSAK69,355 shares · 0.0% of their software$248KFlat
- Veritone, Inc.VERI64,387 shares · 0.0% of their software$230K−$899K
- Repay Holdings CorporationRPAY14,400 shares · 0.0% of their software$192KNew · Flat
- PegasystemsPEGA2,738 shares · 0.0% of their software$187K−$543K
- Tucows Inc.TCX3,095 shares · 0.0% of their software$168KFlat
- Digital TurbineAPPS25,726 shares · 0.0% of their software$166KFlat
- Calix, Inc.CALX22,834 shares · 0.0% of their software$146K−$508K
- Xunlei LimitedXNET61,830 shares · 0.0% of their software$142KFlat
- Simulations PlusSLP3,917 shares · 0.0% of their software$136KFlat
- Paysign, Inc.PAYS12,790 shares · 0.0% of their software$130KFlat
- PDF Solutions, Inc.PDFS9,267 shares · 0.0% of their software$121KFlat
- StoneCo Ltd.STNE3,292 shares · 0.0% of their software$114KNew · Flat
- DomoDOMO6,724 shares · 0.0% of their software$108K—
- eGain CorporationEGAN13,046 shares · 0.0% of their software$104KFlat
- Daily Journal CorporationDJCO372 shares · 0.0% of their software$92KFlat
- Health CatalystHCAT2,662 shares · 0.0% of their software$84KNew · Flat
- Priority Technology Holdings, Inc.PRTH14,149 shares · 0.0% of their software$68KFlat
- DHI Group, Inc.DHX16,767 shares · 0.0% of their software$65KFlat
- International Money Express, Inc.IMXI4,457 shares · 0.0% of their software$61KFlat
- SoundThinking, Inc.SSTI2,667 shares · 0.0% of their software$61KFlat
- Rimini Street, Inc.RMNI9,157 shares · 0.0% of their software$40KFlat
- NetSol Technologies, Inc.NTWK100 shares · 0.0% of their software$1KFlat