Generalist · New York, NY
JPMorgan Chase
Q4 2019 · compared with Q3 2019
Filed as Jpmorgan Chase & CO
- Software
- $28.6B
- Weight of 13F
- 5.9%
- Names
- 135
- Net bought
- −$2.0B
Filed 11 February 2020 · SEC filing.
4,450 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
- MicrosoftMSFT83,402,276 shares · 46.0% of their software · price +$1.6B$13.2B−$927M
- SalesforceCRM14,171,424 shares · 8.1% of their software · price +$201M$2.3B+$146M
- Automatic Data Processing, Inc.ADP10,794,268 shares · 6.4% of their software · price +$98.0M$1.8BFlat
- Fiserv, Inc.FISV10,792,042 shares · 4.4% of their software · price +$130M$1.2B−$57.0M
- SynopsysSNPS6,851,640 shares · 3.3% of their software · price +$13.4M$954M−$31.4M
- ServiceNowNOW2,989,465 shares · 3.0% of their software · price +$85.1M$844M−$321M
- IntuitINTU2,771,056 shares · 2.5% of their software · price −$11.1M$726M+$80.7M
- ShopifySHOP1,379,409 shares · 1.9% of their software · price +$119M$548M−$151M
- The Trade DeskTTD1,837,954 shares · 1.7% of their software · price +$133M$477M−$183M
- AdobeADBE1,444,798 shares · 1.7% of their software · price +$77.4M$477M−$81.7M
- VeevaVEEV2,773,482 shares · 1.4% of their software · price −$33.4M$390M−$170M
- CoStarCSGP634,240 shares · 1.3% of their software · price +$3.2M$379M−$167M
- Lyft, Inc.LYFT8,288,203 shares · 1.2% of their software · price +$18.1M$357M+$95.2M
- Roper Technologies, Inc.ROP843,086 shares · 1.0% of their software · price −$2.0M$299M−$122M
- WEX Inc.WEX1,073,342 shares · 0.8% of their software · price +$7.9M$225M−$18.5M
- WorkdayWDAY1,274,319 shares · 0.7% of their software · price −$7.0M$210M−$27.4M
- OracleORCL3,827,389 shares · 0.7% of their software · price −$7.8M$203M−$69.2M
- ZscalerZS3,736,806 shares · 0.6% of their software · price −$2.8M$174M+$37.6M
- AkamaiAKAM1,986,470 shares · 0.6% of their software · price −$9.9M$172M+$120M
- Fair IsaacFICO441,916 shares · 0.6% of their software · price +$31.4M$166M−$16.3M
- Q2QTWO1,960,331 shares · 0.6% of their software · price +$4.3M$159M+$3.8M
- Ribbon Communications Inc.RBBN49,949,385 shares · 0.5% of their software · price −$137M$155MFlat
- OktaOKTA1,318,961 shares · 0.5% of their software · price +$22.3M$152M−$6.0M
- Tyler TechnologiesTYL482,469 shares · 0.5% of their software · price +$18.1M$145M−$16.5M
- RingCentralRNG837,844 shares · 0.5% of their software · price +$36.0M$141M+$35.4M
- GuidewireGWRE1,273,724 shares · 0.5% of their software · price +$5.6M$140M+$19.7M
- DocuSignDOCU1,843,880 shares · 0.5% of their software · price +$22.5M$137M+$17.5M
- SS&CSSNC2,141,774 shares · 0.5% of their software · price +$21.1M$132M+$78.9M
- WixWIX1,000,631 shares · 0.4% of their software · price +$5.6M$122M−$19.2M
- FactSetFDS455,483 shares · 0.4% of their software · price +$11.5M$122M−$17.6M
- MongoDBMDB861,587 shares · 0.4% of their software · price +$9.6M$113M+$45.5M
- CrowdStrikeCRWD2,245,013 shares · 0.4% of their software · price −$18.9M$112M+$101M
- Uber Technologies, Inc.UBER3,663,597 shares · 0.4% of their software · price −$2.7M$109M+$104M
- MorningstarMORN713,620 shares · 0.4% of their software · price +$3.7M$108M+$3.8M
- TwilioTWLO1,026,682 shares · 0.4% of their software · price −$12.0M$101M−$226M
- BlackbaudBLKB1,164,601 shares · 0.3% of their software · price −$12.5M$92.7M+$3.0M
- ElasticESTC1,297,498 shares · 0.3% of their software · price −$23.4M$83.4M+$18.1M
- PagSeguro Digital Ltd.PAGS2,437,660 shares · 0.3% of their software · price −$29.6M$83.3M+$83.6M
- BILLBILL2,143,840 shares · 0.3% of their software$81.6MNew · +$81.6M
- AutodeskADSK419,220 shares · 0.3% of their software · price +$15.0M$76.9M−$39.7M
- PaycomPAYC281,108 shares · 0.3% of their software · price +$15.5M$74.4M−$53.6M
- HubSpotHUBS415,047 shares · 0.2% of their software · price +$2.9M$65.8M+$2.0M
- Block, Inc.XYZ825,174 shares · 0.2% of their software · price +$503K$51.6M−$77.7M
- DynatraceDT1,893,980 shares · 0.2% of their software · price +$12.6M$47.9M+$12.2M
- Paychex, Inc.PAYX547,501 shares · 0.2% of their software · price +$1.3M$46.6M+$16.9M
- Palo Alto NetworksPANW197,427 shares · 0.2% of their software · price +$5.4M$45.7M−$98.0M
- ACI WorldwideACIW1,196,335 shares · 0.2% of their software · price +$7.8M$45.3M−$1.8M
- OpenTextOTEX960,724 shares · 0.1% of their software · price +$3.1M$42.3M−$2.3M
- FortinetFTNT349,438 shares · 0.1% of their software · price +$10.5M$37.3M−$8.9M
- Upbound Group, Inc.UPBD1,171,946 shares · 0.1% of their software · price +$3.6M$33.8M−$3.7M
- Check PointCHKP264,431 shares · 0.1% of their software$29.3M−$25.4M
- VeriSign, Inc.VRSN147,624 shares · 0.1% of their software · price +$598K$28.4M−$2.7M
- BroadridgeBR197,533 shares · 0.1% of their software$24.4M−$4.3M
- Euronet Worldwide, Inc.EEFT148,539 shares · 0.1% of their software · price +$1.7M$23.4M−$23.7M
- CadenceCDNS312,483 shares · 0.1% of their software · price +$1.0M$21.7M−$1.1M
- VeriskVRSK140,643 shares · 0.1% of their software · price −$1.2M$21.0M−$128M
- PagerDutyPD880,174 shares · 0.1% of their software · price −$4.3M$20.6M+$9.1M
- Sabre CorporationSABR914,211 shares · 0.1% of their software$20.5MFlat
- CommvaultCVLT455,358 shares · 0.1% of their software$20.3M−$1.5M
- ProgressPRGS487,458 shares · 0.1% of their software · price +$1.7M$20.3M−$2.6M
- F5, Inc.FFIV134,755 shares · 0.1% of their software$18.8M+$5.3M
- NutanixNTNX541,816 shares · 0.1% of their software · price +$2.7M$16.9M−$13.3M
- TrimbleTRMB345,448 shares · 0.1% of their software · price +$995K$14.4M+$561K
- SAPSAP106,709 shares · 0.1% of their software · price +$1.7M$14.3M−$638K
- Manhattan AssociatesMANH176,224 shares · 0.0% of their software$14.1MFlat
- NetApp, Inc.NTAP198,630 shares · 0.0% of their software · price +$1.9M$12.4M−$2.3M
- PTCPTC161,881 shares · 0.0% of their software · price +$1.1M$12.1M+$3.2M
- CloudflareNET702,020 shares · 0.0% of their software · price −$1.1M$12.0M+$11.2M
- DescartesDSGX277,561 shares · 0.0% of their software · price +$669K$11.9MFlat
- Gen DigitalGEN453,044 shares · 0.0% of their software · price +$856K$11.6MNew · +$10.7M
- QualysQLYS133,686 shares · 0.0% of their software · price +$1.0M$11.1M−$3.3M
- Strategy IncMSTR75,204 shares · 0.0% of their software$10.7M−$3.8M
- NICENICE64,302 shares · 0.0% of their software · price +$730K$10.0MFlat
- NetScout Systems, Inc.NTCT395,937 shares · 0.0% of their software$9.5M−$7.4M
- LiveRamp Holdings, Inc.RAMP192,563 shares · 0.0% of their software · price +$984K$9.3M−$2.1M
- Amdocs LimitedDOX124,401 shares · 0.0% of their software · price +$756K$9.0M−$7.1M
- TenableTENB355,697 shares · 0.0% of their software · price +$562K$8.5M+$4.3M
- Radware Ltd.RDWR329,395 shares · 0.0% of their software · price +$501K$8.5M+$2.8M
- BlackBerry LimitedBB1,300,466 shares · 0.0% of their software · price +$1.5M$8.3MFlat
- ZoomZM115,354 shares · 0.0% of their software · price −$941K$7.8M+$4.3M
- InterDigital, Inc.IDCC141,622 shares · 0.0% of their software$7.7M−$3.2M
- BoxBOX444,719 shares · 0.0% of their software$7.5M+$1.7M
- EVERTEC, Inc.EVTC217,916 shares · 0.0% of their software · price +$615K$7.4M−$566K
- Rapid7RPD126,446 shares · 0.0% of their software · price +$1.3M$7.1M−$3.0M
- Alarm.com Holdings, Inc.ALRM159,592 shares · 0.0% of their software · price −$586K$6.9M−$10.0M
- Five9FIVN103,759 shares · 0.0% of their software · price +$1.2M$6.8M−$6.3M
- SPS CommerceSPSC97,976 shares · 0.0% of their software · price +$818K$5.4M−$1.4M
- Ooma, Inc.OOMA338,235 shares · 0.0% of their software · price +$957K$4.5MFlat
- AppianAPPN116,271 shares · 0.0% of their software · price −$1.1M$4.4M−$7.4M
- Donnelley Financial Solutions, Inc.DFIN372,599 shares · 0.0% of their software · price −$689K$3.9M−$3.0M
- ePlus inc.PLUS42,464 shares · 0.0% of their software$3.6M−$1.1M
- TeradataTDC133,231 shares · 0.0% of their software · price −$564K$3.6MFlat
- OneSpan Inc.OSPN171,933 shares · 0.0% of their software$2.9M−$537K
- PaylocityPCTY23,262 shares · 0.0% of their software · price +$541K$2.8MFlat
- AppFolioAPPF24,533 shares · 0.0% of their software$2.7M+$1.6M
- DropboxDBX121,777 shares · 0.0% of their software$2.2M−$2.6M
- VaronisVRNS25,184 shares · 0.0% of their software$2.0MFlat
- A10 Networks, Inc.ATEN280,771 shares · 0.0% of their software$1.9MFlat
- Mitek Systems, Inc.MITK250,889 shares · 0.0% of their software · price −$502K$1.9M−$641K
- 8x8EGHT86,443 shares · 0.0% of their software$1.6M—
- GoDaddyGDDY19,509 shares · 0.0% of their software$1.3M−$973K
- PAR Technology CorporationPAR30,837 shares · 0.0% of their software$948KFlat
- Immersion CorporationIMMR125,512 shares · 0.0% of their software$933KFlat
- BlackLineBL17,710 shares · 0.0% of their software$913K−$3.1M
- PhreesiaPHR30,469 shares · 0.0% of their software$812KFlat
- WorkivaWK17,996 shares · 0.0% of their software$757KFlat
- DatadogDDOG18,675 shares · 0.0% of their software$705K−$1.1M
- Tucows Inc.TCX10,107 shares · 0.0% of their software$624KFlat
- Calix, Inc.CALX76,940 shares · 0.0% of their software$616KFlat
- eGain CorporationEGAN76,259 shares · 0.0% of their software$604K+$506K
- Health CatalystHCAT15,538 shares · 0.0% of their software$539KFlat
- Allot Ltd.ALLT55,090 shares · 0.0% of their software$468KFlat
- YextYEXT30,402 shares · 0.0% of their software$438KFlat
- DomoDOMO18,542 shares · 0.0% of their software$403K—
- i3 Verticals, Inc.IIIV12,975 shares · 0.0% of their software$367KFlat
- Bandwidth Inc.BAND5,220 shares · 0.0% of their software$334KFlat
- Digital TurbineAPPS45,592 shares · 0.0% of their software$325KFlat
- Agilysys, Inc.AGYS11,998 shares · 0.0% of their software$304KFlat
- FastlyFSLY15,123 shares · 0.0% of their software$304KNew · Flat
- PegasystemsPEGA2,691 shares · 0.0% of their software$214KFlat
- Repay Holdings CorporationRPAY14,596 shares · 0.0% of their software$214KFlat
- PDF Solutions, Inc.PDFS9,267 shares · 0.0% of their software$157KFlat
- StoneCo Ltd.STNE3,237 shares · 0.0% of their software$129KFlat
- Rimini Street, Inc.RMNI30,978 shares · 0.0% of their software$121KFlat
- Simulations PlusSLP3,917 shares · 0.0% of their software$114KFlat
- Daily Journal CorporationDJCO372 shares · 0.0% of their software$108KFlat
- Paysign, Inc.PAYS9,762 shares · 0.0% of their software$99KFlat
- International Money Express, Inc.IMXI5,878 shares · 0.0% of their software$71KFlat
- SoundThinking, Inc.SSTI2,667 shares · 0.0% of their software$68KFlat
- PowerFleet, Inc.AIOT10,289 shares · 0.0% of their software$67KNew · Flat
- DHI Group, Inc.DHX16,767 shares · 0.0% of their software$50KFlat
- Priority Technology Holdings, Inc.PRTH20,393 shares · 0.0% of their software$50KFlat
- Lesaka Technologies, Inc.LSAK4,037 shares · 0.0% of their software$15KFlat
- Cerence Inc.CRNC486 shares · 0.0% of their software$11KNew · Flat
- Materialise NVMTLS41 shares · 0.0% of their software$1KNew · Flat