Generalist · New York, NY
JPMorgan Chase
Q1 2020 · compared with Q4 2019
Filed as Jpmorgan Chase & CO
- Software
- $25.4B
- Weight of 13F
- 6.4%
- Names
- 137
- Net bought
- −$1.4B
Filed 12 May 2020 · SEC filing.
4,403 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
- MicrosoftMSFT77,486,027 shares · 48.1% of their software · price +$775K$12.2B−$933M
- SalesforceCRM13,124,673 shares · 7.4% of their software · price −$245M$1.9B−$170M
- Automatic Data Processing, Inc.ADP10,009,355 shares · 5.4% of their software · price −$339M$1.4B−$134M
- SynopsysSNPS6,593,497 shares · 3.3% of their software · price −$68.6M$849M−$35.9M
- Fiserv, Inc.FISV8,630,753 shares · 3.2% of their software · price −$178M$820M−$250M
- ServiceNowNOW2,507,218 shares · 2.8% of their software · price +$10.7M$719M−$136M
- IntuitINTU3,089,254 shares · 2.8% of their software · price −$98.6M$711M+$83.3M
- AdobeADBE1,360,804 shares · 1.7% of their software · price −$15.7M$433M−$27.7M
- ShopifySHOP998,810 shares · 1.6% of their software · price +$19.3M$416M−$151M
- VeevaVEEV2,210,044 shares · 1.4% of their software · price +$34.7M$346M−$79.3M
- The Trade DeskTTD1,783,579 shares · 1.4% of their software · price −$119M$344M−$14.1M
- CoStarCSGP529,624 shares · 1.2% of their software · price −$5.9M$311M−$62.6M
- Lyft, Inc.LYFT11,336,068 shares · 1.2% of their software · price −$183M$304M+$131M
- RingCentralRNG1,165,926 shares · 1.0% of their software · price +$50.4M$247M+$55.3M
- Roper Technologies, Inc.ROP783,443 shares · 1.0% of their software · price −$33.2M$244M−$21.1M
- ZscalerZS3,953,496 shares · 0.9% of their software · price +$56.8M$241M+$10.1M
- WorkdayWDAY1,673,598 shares · 0.9% of their software · price −$57.3M$218M+$65.7M
- Block, Inc.XYZ3,084,467 shares · 0.6% of their software · price −$31.4M$162M+$141M
- WEX Inc.WEX1,528,613 shares · 0.6% of their software · price −$160M$160M+$95.4M
- MongoDBMDB1,151,085 shares · 0.6% of their software · price +$5.7M$157M+$38.1M
- Ribbon Communications Inc.RBBN49,949,385 shares · 0.6% of their software · price −$3.5M$151MFlat
- OracleORCL2,892,132 shares · 0.6% of their software · price −$13.4M$140M−$49.5M
- OktaOKTA1,129,149 shares · 0.5% of their software · price +$7.8M$138M−$21.9M
- AkamaiAKAM1,460,802 shares · 0.5% of their software · price +$7.5M$134M−$45.4M
- CrowdStrikeCRWD2,311,039 shares · 0.5% of their software · price +$13.4M$129M+$3.3M
- DocuSignDOCU1,340,458 shares · 0.5% of their software · price +$24.5M$124M−$37.3M
- Q2QTWO2,066,410 shares · 0.5% of their software · price −$45.5M$122M+$8.6M
- ElasticESTC2,184,179 shares · 0.5% of their software · price −$18.5M$122M+$57.0M
- TwilioTWLO1,349,490 shares · 0.5% of their software · price −$11.9M$121M+$31.7M
- SS&CSSNC2,718,197 shares · 0.5% of their software · price −$47.8M$119M+$35.4M
- Tyler TechnologiesTYL393,487 shares · 0.5% of their software · price −$1.4M$117M−$26.7M
- FactSetFDS426,976 shares · 0.4% of their software · price −$3.3M$111M−$7.6M
- Uber Technologies, Inc.UBER3,749,611 shares · 0.4% of their software · price −$6.8M$105M+$2.6M
- CadenceCDNS1,483,711 shares · 0.4% of their software · price −$4.9M$98.0M+$81.2M
- BILLBILL2,696,569 shares · 0.4% of their software · price −$10.4M$92.2M+$21.0M
- MorningstarMORN791,174 shares · 0.4% of their software · price −$27.7M$92.0M+$11.7M
- HubSpotHUBS672,022 shares · 0.4% of their software · price −$17.0M$89.5M+$40.7M
- AutodeskADSK558,497 shares · 0.3% of their software · price −$15.3M$87.2M+$25.6M
- GuidewireGWRE1,098,359 shares · 0.3% of their software · price −$33.5M$87.1M−$19.2M
- ZoomZM516,164 shares · 0.3% of their software · price +$40.3M$75.4M+$27.3M
- Fair IsaacFICO193,774 shares · 0.2% of their software · price −$13.0M$59.6M−$93.0M
- WixWIX589,031 shares · 0.2% of their software · price −$12.7M$59.4M−$50.4M
- BlackbaudBLKB981,239 shares · 0.2% of their software · price −$23.6M$54.5M−$14.6M
- DatadogDDOG1,373,519 shares · 0.2% of their software · price −$2.5M$49.4M+$51.2M
- FortinetFTNT470,171 shares · 0.2% of their software · price −$2.6M$47.6M+$12.9M
- Check PointCHKP441,916 shares · 0.2% of their software · price −$4.6M$44.4M+$19.7M
- DynatraceDT1,413,159 shares · 0.1% of their software · price −$2.1M$33.7M−$12.2M
- VeriskVRSK222,884 shares · 0.1% of their software · price −$2.2M$31.1M+$12.3M
- Palo Alto NetworksPANW167,399 shares · 0.1% of their software · price −$11.3M$27.4M−$6.9M
- BroadridgeBR289,424 shares · 0.1% of their software · price −$8.3M$27.4M+$11.4M
- OpenTextOTEX746,584 shares · 0.1% of their software · price −$6.8M$26.1M−$9.4M
- Paychex, Inc.PAYX411,724 shares · 0.1% of their software · price −$9.1M$25.9M−$11.5M
- Five9FIVN330,955 shares · 0.1% of their software · price +$3.6M$25.3M+$14.9M
- VeriSign, Inc.VRSN139,814 shares · 0.1% of their software · price −$1.8M$25.2M−$1.5M
- ACI WorldwideACIW1,010,200 shares · 0.1% of their software · price −$13.9M$24.4M−$7.1M
- BlackLineBL460,536 shares · 0.1% of their software$24.2M+$22.8M
- Gen DigitalGEN1,079,734 shares · 0.1% of their software · price −$7.4M$20.2M+$16.0M
- SAPSAP180,435 shares · 0.1% of their software · price −$4.2M$19.9M+$9.9M
- PagSeguro Digital Ltd.PAGS983,858 shares · 0.1% of their software · price −$14.6M$19.0M−$49.7M
- DropboxDBX939,692 shares · 0.1% of their software$17.0M+$14.6M
- i3 Verticals, Inc.IIIV783,686 shares · 0.1% of their software · price −$7.2M$15.0M+$21.8M
- Amdocs LimitedDOX270,456 shares · 0.1% of their software · price −$4.7M$14.9M+$10.5M
- Upbound Group, Inc.UPBD1,027,691 shares · 0.1% of their software · price −$15.1M$14.5M−$4.2M
- Manhattan AssociatesMANH264,362 shares · 0.1% of their software · price −$7.9M$13.2M+$7.0M
- PaycomPAYC64,007 shares · 0.1% of their software · price −$4.0M$12.9M−$57.5M
- 8x8EGHT922,978 shares · 0.1% of their software$12.8M—
- NetApp, Inc.NTAP304,212 shares · 0.0% of their software · price −$6.3M$12.7M+$6.6M
- ProgressPRGS391,611 shares · 0.0% of their software · price −$3.7M$12.5M−$4.0M
- CommvaultCVLT277,500 shares · 0.0% of their software · price −$1.2M$11.2M−$7.9M
- NetScout Systems, Inc.NTCT473,392 shares · 0.0% of their software$11.2M+$1.9M
- Rapid7RPD255,778 shares · 0.0% of their software · price −$3.2M$11.1M+$7.2M
- PagerDutyPD615,387 shares · 0.0% of their software · price −$3.8M$10.6M−$6.2M
- Euronet Worldwide, Inc.EEFT121,731 shares · 0.0% of their software · price −$8.7M$10.4M−$4.2M
- F5, Inc.FFIV93,659 shares · 0.0% of their software · price −$3.1M$10.0M−$5.7M
- Strategy IncMSTR75,934 shares · 0.0% of their software · price −$1.9M$9.0MFlat
- BoxBOX595,702 shares · 0.0% of their software · price −$1.6M$8.4M+$2.5M
- WorkivaWK253,963 shares · 0.0% of their software · price −$2.5M$8.2M+$9.9M
- TrimbleTRMB252,234 shares · 0.0% of their software · price −$2.5M$8.0M−$3.9M
- PTCPTC129,561 shares · 0.0% of their software · price −$1.8M$7.9M−$2.4M
- DescartesDSGX228,698 shares · 0.0% of their software · price −$1.9M$7.9M−$2.1M
- SPS CommerceSPSC139,418 shares · 0.0% of their software · price −$1.2M$6.5M+$2.3M
- LiveRamp Holdings, Inc.RAMP185,588 shares · 0.0% of their software · price −$2.8M$6.1MFlat
- Alarm.com Holdings, Inc.ALRM155,524 shares · 0.0% of their software · price −$631K$6.1MFlat
- Health CatalystHCAT214,570 shares · 0.0% of their software · price −$1.8M$5.6M+$6.9M
- CloudflareNET235,901 shares · 0.0% of their software · price +$1.5M$5.5M−$8.0M
- eGain CorporationEGAN744,832 shares · 0.0% of their software$5.5M+$5.3M
- BlackBerry LimitedBB1,284,051 shares · 0.0% of their software · price −$2.9M$5.3MFlat
- InterDigital, Inc.IDCC113,907 shares · 0.0% of their software · price −$1.1M$5.1M−$1.5M
- VaronisVRNS79,623 shares · 0.0% of their software · price −$1.1M$5.1M+$4.2M
- QualysQLYS55,399 shares · 0.0% of their software$4.8M−$6.5M
- AppFolioAPPF42,056 shares · 0.0% of their software$4.7M+$1.9M
- EVERTEC, Inc.EVTC178,778 shares · 0.0% of their software · price −$2.0M$4.1M−$1.3M
- ePlus inc.PLUS62,322 shares · 0.0% of their software · price −$1.4M$3.9M+$1.7M
- A10 Networks, Inc.ATEN615,717 shares · 0.0% of their software$3.8M+$2.3M
- Ooma, Inc.OOMA307,138 shares · 0.0% of their software$3.7MFlat
- Sabre CorporationSABR556,329 shares · 0.0% of their software · price −$9.2M$3.3M−$8.0M
- Radware Ltd.RDWR132,928 shares · 0.0% of their software · price −$626K$2.8M−$5.1M
- DomoDOMO245,319 shares · 0.0% of their software$2.4M—
- OneSpan Inc.OSPN132,842 shares · 0.0% of their software$2.4M−$669K
- NutanixNTNX142,671 shares · 0.0% of their software · price −$2.2M$2.3M−$12.5M
- PaylocityPCTY23,996 shares · 0.0% of their software · price −$780K$2.1MFlat
- Donnelley Financial Solutions, Inc.DFIN354,333 shares · 0.0% of their software · price −$1.8M$1.9MFlat
- TeradataTDC80,799 shares · 0.0% of their software · price −$507K$1.7M−$1.4M
- Bandwidth Inc.BAND22,072 shares · 0.0% of their software$1.5M+$1.1M
- PDF Solutions, Inc.PDFS119,888 shares · 0.0% of their software · price −$620K$1.4M+$1.9M
- TenableTENB63,962 shares · 0.0% of their software$1.4M−$7.0M
- Mitek Systems, Inc.MITK176,024 shares · 0.0% of their software$1.4M−$573K
- Endava plcDAVA37,117 shares · 0.0% of their software$1.3MNew · +$1.7M
- Rimini Street, Inc.RMNI299,543 shares · 0.0% of their software$1.2M+$1.0M
- GoDaddyGDDY20,348 shares · 0.0% of their software$1.2MFlat
- StoneCo Ltd.STNE42,737 shares · 0.0% of their software · price −$774K$930K+$1.6M
- SchrödingerSDGR20,038 shares · 0.0% of their software$864KNew · +$864K
- Calix, Inc.CALX86,625 shares · 0.0% of their software$614KFlat
- NICENICE3,666 shares · 0.0% of their software$527K−$9.4M
- Allot Ltd.ALLT50,900 shares · 0.0% of their software$481KFlat
- AppianAPPN11,231 shares · 0.0% of their software$452K−$4.0M
- Daily Journal CorporationDJCO1,844 shares · 0.0% of their software$421KFlat
- Priority Technology Holdings, Inc.PRTH189,542 shares · 0.0% of their software$368KFlat
- YextYEXT31,161 shares · 0.0% of their software$317KFlat
- Tucows Inc.TCX5,950 shares · 0.0% of their software$288KFlat
- Sprout SocialSPT13,791 shares · 0.0% of their software$220KNew · Flat
- Agilysys, Inc.AGYS11,772 shares · 0.0% of their software$197KFlat
- Digital TurbineAPPS45,419 shares · 0.0% of their software$196KFlat
- PhreesiaPHR8,770 shares · 0.0% of their software$184K−$578K
- PAR Technology CorporationPAR10,623 shares · 0.0% of their software$137K−$621K
- Simulations PlusSLP3,920 shares · 0.0% of their software$137KFlat
- Immersion CorporationIMMR24,077 shares · 0.0% of their software$129K−$754K
- SoundThinking, Inc.SSTI4,204 shares · 0.0% of their software$115KFlat
- PegasystemsPEGA1,329 shares · 0.0% of their software$95KFlat
- International Money Express, Inc.IMXI5,760 shares · 0.0% of their software$53KFlat
- Paysign, Inc.PAYS9,915 shares · 0.0% of their software$51KFlat
- DHI Group, Inc.DHX17,880 shares · 0.0% of their software$39KFlat
- FastlyFSLY1,527 shares · 0.0% of their software$29KFlat
- Materialise NVMTLS848 shares · 0.0% of their software$16KFlat
- Cerence Inc.CRNC515 shares · 0.0% of their software$8KFlat
- PowerFleet, Inc.AIOT1,364 shares · 0.0% of their software$5KFlat
- Xunlei LimitedXNET620 shares · 0.0% of their software$2KNew · Flat