Generalist · New York, NY
JPMorgan Chase
Q2 2020 · compared with Q1 2020
Filed as Jpmorgan Chase & CO
- Software
- $33.2B
- Weight of 13F
- 6.8%
- Names
- 144
- Net bought
- −$889M
Filed 11 August 2020 · SEC filing.
4,459 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
- MicrosoftMSFT75,151,705 shares · 46.0% of their software · price +$3.4B$15.3B−$368M
- SalesforceCRM11,447,965 shares · 6.5% of their software · price +$496M$2.1B−$241M
- Automatic Data Processing, Inc.ADP9,787,091 shares · 4.4% of their software · price +$120M$1.5B−$30.4M
- SynopsysSNPS6,380,794 shares · 3.7% of their software · price +$422M$1.2B−$27.4M
- ServiceNowNOW1,995,129 shares · 2.4% of their software · price +$236M$808M−$147M
- IntuitINTU2,520,604 shares · 2.2% of their software · price +$167M$747M−$131M
- The Trade DeskTTD1,821,040 shares · 2.2% of their software · price +$389M$740M+$7.2M
- ShopifySHOP649,339 shares · 1.9% of their software · price +$346M$616M−$146M
- Lyft, Inc.LYFT17,786,826 shares · 1.8% of their software · price +$110M$587M+$173M
- VeevaVEEV1,956,243 shares · 1.4% of their software · price +$153M$459M−$39.7M
- RingCentralRNG1,510,221 shares · 1.3% of their software · price +$110M$430M+$73.0M
- Fiserv, Inc.FISV4,190,289 shares · 1.2% of their software · price +$11.0M$409M−$422M
- AdobeADBE887,687 shares · 1.2% of their software · price +$104M$386M−$151M
- WEX Inc.WEX2,186,915 shares · 1.1% of their software · price +$132M$361M+$68.8M
- CoStarCSGP500,077 shares · 1.1% of their software · price +$61.7M$355M−$17.4M
- Block, Inc.XYZ3,265,273 shares · 1.0% of their software · price +$172M$343M+$9.5M
- ZscalerZS3,073,279 shares · 1.0% of their software · price +$149M$337M−$53.6M
- PagSeguro Digital Ltd.PAGS8,778,581 shares · 0.9% of their software · price +$141M$310M+$151M
- CrowdStrikeCRWD3,019,733 shares · 0.9% of their software · price +$135M$303M+$39.5M
- Roper Technologies, Inc.ROP774,116 shares · 0.9% of their software · price +$59.2M$301M−$2.9M
- AkamaiAKAM2,742,903 shares · 0.9% of their software · price +$42.8M$294M+$117M
- MongoDBMDB1,268,064 shares · 0.9% of their software · price +$114M$287M+$16.0M
- BILLBILL3,119,027 shares · 0.8% of their software · price +$175M$281M+$14.4M
- CadenceCDNS2,868,910 shares · 0.8% of their software · price +$85.8M$275M+$91.5M
- HubSpotHUBS1,182,173 shares · 0.8% of their software · price +$108M$265M+$67.9M
- OktaOKTA1,306,822 shares · 0.8% of their software · price +$102M$262M+$21.7M
- OracleORCL4,556,500 shares · 0.8% of their software · price +$31.6M$252M+$80.4M
- TwilioTWLO1,139,340 shares · 0.8% of their software · price +$148M$250M−$18.8M
- WorkdayWDAY1,118,750 shares · 0.6% of their software · price +$63.9M$210M−$72.3M
- DocuSignDOCU1,195,750 shares · 0.6% of their software · price +$95.4M$206M−$13.4M
- Ribbon Communications Inc.RBBN49,949,385 shares · 0.6% of their software · price +$45.0M$196MFlat
- Uber Technologies, Inc.UBER6,065,313 shares · 0.6% of their software · price +$19.2M$189M+$64.7M
- SS&CSSNC3,090,883 shares · 0.5% of their software · price +$39.1M$175M+$16.3M
- Q2QTWO1,842,408 shares · 0.5% of their software · price +$49.2M$158M−$13.2M
- ElasticESTC1,692,239 shares · 0.5% of their software · price +$61.6M$156M−$27.5M
- AutodeskADSK590,535 shares · 0.4% of their software · price +$49.1M$141M+$5.0M
- ZoomZM557,081 shares · 0.4% of their software · price +$59.8M$141M+$6.0M
- GuidewireGWRE1,245,061 shares · 0.4% of their software · price +$39.3M$138M+$11.6M
- FactSetFDS392,397 shares · 0.4% of their software · price +$26.6M$129M−$9.0M
- Tyler TechnologiesTYL341,416 shares · 0.4% of their software · price +$17.2M$118M−$15.4M
- MorningstarMORN825,420 shares · 0.4% of their software · price +$20.4M$116M+$4.0M
- PaylocityPCTY721,041 shares · 0.3% of their software · price +$41.5M$105M+$61.6M
- FortinetFTNT543,851 shares · 0.2% of their software · price +$19.6M$74.7M+$7.5M
- Bandwidth Inc.BAND587,303 shares · 0.2% of their software · price +$35.1M$74.6M+$38.0M
- PTCPTC946,010 shares · 0.2% of their software · price +$15.7M$73.6M+$50.0M
- BlackLineBL672,977 shares · 0.2% of their software · price +$20.4M$55.8M+$11.2M
- Euronet Worldwide, Inc.EEFT571,778 shares · 0.2% of their software · price +$5.8M$54.8M+$38.6M
- VeriskVRSK319,969 shares · 0.2% of their software · price +$9.9M$54.5M+$13.5M
- DatadogDDOG604,049 shares · 0.2% of their software · price +$30.8M$52.5M−$27.7M
- Five9FIVN445,374 shares · 0.1% of their software · price +$15.2M$49.3M+$8.7M
- DynatraceDT1,197,996 shares · 0.1% of their software · price +$20.1M$48.6M−$5.1M
- BroadridgeBR324,969 shares · 0.1% of their software · price +$10.2M$41.0M+$3.4M
- OpenTextOTEX961,839 shares · 0.1% of their software · price +$7.3M$40.9M+$7.5M
- Fair IsaacFICO95,666 shares · 0.1% of their software · price +$10.6M$40.0M−$30.2M
- i3 Verticals, Inc.IIIV1,193,303 shares · 0.1% of their software · price +$13.3M$36.1M+$7.8M
- Palo Alto NetworksPANW149,063 shares · 0.1% of their software · price +$9.8M$34.2M−$3.0M
- Paychex, Inc.PAYX365,235 shares · 0.1% of their software · price +$4.7M$27.7M−$2.9M
- DropboxDBX1,252,523 shares · 0.1% of their software · price +$4.6M$27.3M+$5.7M
- NetApp, Inc.NTAP576,128 shares · 0.1% of their software · price +$1.5M$25.6M+$11.3M
- Gen DigitalGEN1,190,712 shares · 0.1% of their software · price +$1.3M$23.6M+$2.1M
- VeriSign, Inc.VRSN101,705 shares · 0.1% of their software · price +$2.7M$21.0M−$6.9M
- SAPSAP149,739 shares · 0.1% of their software · price +$4.4M$21.0M−$3.4M
- Upbound Group, Inc.UPBD601,965 shares · 0.1% of their software · price +$8.2M$16.7M−$6.0M
- TrimbleTRMB387,247 shares · 0.1% of their software · price +$4.4M$16.7M+$4.3M
- WixWIX61,772 shares · 0.0% of their software · price +$9.6M$15.8M−$53.2M
- ACI WorldwideACIW557,385 shares · 0.0% of their software · price +$1.6M$15.0M−$10.9M
- Amdocs LimitedDOX241,940 shares · 0.0% of their software · price +$1.4M$14.7M−$1.6M
- F5, Inc.FFIV97,711 shares · 0.0% of their software · price +$3.2M$13.6MFlat
- PaycomPAYC41,714 shares · 0.0% of their software · price +$4.5M$12.9M−$4.5M
- Manhattan AssociatesMANH136,054 shares · 0.0% of their software · price +$6.0M$12.8MSplit
- Rapid7RPD237,496 shares · 0.0% of their software · price +$1.8M$12.1M−$792K
- CloudflareNET336,366 shares · 0.0% of their software · price +$4.2M$12.1M+$2.4M
- Check PointCHKP102,475 shares · 0.0% of their software · price +$706K$11.0M−$34.1M
- PagerDutyPD368,387 shares · 0.0% of their software · price +$4.2M$10.5M−$4.3M
- CommvaultCVLT260,294 shares · 0.0% of their software$10.1M−$696K
- eGain CorporationEGAN899,213 shares · 0.0% of their software · price +$3.4M$10.0M+$1.1M
- AppianAPPN188,860 shares · 0.0% of their software · price +$2.1M$9.7M+$7.1M
- GoDaddyGDDY130,992 shares · 0.0% of their software · price +$2.1M$9.6M+$6.3M
- Agora, Inc.API200,484 shares · 0.0% of their software$8.9MNew · +$8.9M
- 8x8EGHT548,932 shares · 0.0% of their software$8.8M—
- Strategy IncMSTR73,935 shares · 0.0% of their software$8.7MFlat
- NetScout Systems, Inc.NTCT315,697 shares · 0.0% of their software · price +$597K$8.1M−$3.7M
- NutanixNTNX324,719 shares · 0.0% of their software · price +$2.6M$7.7M+$2.9M
- TenableTENB251,417 shares · 0.0% of their software · price +$2.0M$7.5M+$4.1M
- EVERTEC, Inc.EVTC258,880 shares · 0.0% of their software · price +$1.4M$7.3M+$1.8M
- QualysQLYS69,619 shares · 0.0% of their software · price +$1.2M$7.2M+$1.2M
- BlackBerry LimitedBB1,442,138 shares · 0.0% of their software · price +$1.1M$7.1M+$653K
- Kingsoft Cloud Holdings LimitedKC221,899 shares · 0.0% of their software$7.0MNew · +$7.0M
- BoxBOX293,793 shares · 0.0% of their software · price +$2.0M$6.1M−$4.2M
- Endava plcDAVA123,092 shares · 0.0% of their software · price +$1.6M$5.9M+$3.0M
- ProgressPRGS140,014 shares · 0.0% of their software · price +$945K$5.4M−$8.1M
- Sabre CorporationSABR647,207 shares · 0.0% of their software · price +$1.4M$5.2M+$539K
- ePlus inc.PLUS63,367 shares · 0.0% of their software · price +$511K$4.5MFlat
- DomoDOMO137,541 shares · 0.0% of their software$4.4M—
- LiveRamp Holdings, Inc.RAMP98,985 shares · 0.0% of their software · price +$945K$4.2M−$2.9M
- DescartesDSGX70,409 shares · 0.0% of their software · price +$1.3M$3.7M−$5.4M
- Mitek Systems, Inc.MITK375,166 shares · 0.0% of their software · price +$649K$3.6M+$1.6M
- Ooma, Inc.OOMA215,230 shares · 0.0% of their software · price +$979K$3.5M−$1.1M
- VaronisVRNS39,215 shares · 0.0% of their software · price +$973K$3.5M−$2.6M
- Alarm.com Holdings, Inc.ALRM52,628 shares · 0.0% of their software · price +$1.4M$3.4M−$4.0M
- InterDigital, Inc.IDCC59,243 shares · 0.0% of their software · price +$711K$3.4M−$2.4M
- BlackbaudBLKB56,641 shares · 0.0% of their software$3.2M−$51.4M
- PDF Solutions, Inc.PDFS158,203 shares · 0.0% of their software · price +$1.2M$3.1MFlat
- OneSpan Inc.OSPN109,746 shares · 0.0% of their software · price +$1.1M$3.1MFlat
- Donnelley Financial Solutions, Inc.DFIN341,230 shares · 0.0% of their software · price +$1.1M$2.9MFlat
- FastlyFSLY30,986 shares · 0.0% of their software · price +$2.0M$2.6M+$559K
- A10 Networks, Inc.ATEN349,538 shares · 0.0% of their software$2.4M−$1.7M
- SPS CommerceSPSC31,317 shares · 0.0% of their software · price +$896K$2.4M−$5.0M
- Calix, Inc.CALX135,516 shares · 0.0% of their software · price +$1.1M$2.0MFlat
- Rimini Street, Inc.RMNI379,887 shares · 0.0% of their software$2.0MFlat
- YextYEXT105,686 shares · 0.0% of their software · price +$679K$1.8M+$759K
- TeradataTDC81,775 shares · 0.0% of their software$1.7MFlat
- AppFolioAPPF9,117 shares · 0.0% of their software$1.5M−$3.7M
- StoneCo Ltd.STNE37,999 shares · 0.0% of their software · price +$646K$1.5MFlat
- PhreesiaPHR45,269 shares · 0.0% of their software$1.3M+$768K
- SchrödingerSDGR12,749 shares · 0.0% of their software · price +$618K$1.2MFlat
- WorkivaWK18,209 shares · 0.0% of their software$974K−$7.6M
- Radware Ltd.RDWR36,671 shares · 0.0% of their software$865K−$2.0M
- Cerence Inc.CRNC20,672 shares · 0.0% of their software · price +$526K$845KFlat
- Health CatalystHCAT26,466 shares · 0.0% of their software$773K−$4.9M
- Tucows Inc.TCX11,989 shares · 0.0% of their software$688KFlat
- Agilysys, Inc.AGYS36,702 shares · 0.0% of their software$659KFlat
- Repay Holdings CorporationRPAY25,260 shares · 0.0% of their software$622KNew · Flat
- Digital TurbineAPPS48,380 shares · 0.0% of their software$608KFlat
- NICENICE3,124 shares · 0.0% of their software$591KFlat
- Red Violet, Inc.RDVT27,374 shares · 0.0% of their software$482KNew · Flat
- Allot Ltd.ALLT45,213 shares · 0.0% of their software$473KFlat
- PAR Technology CorporationPAR12,616 shares · 0.0% of their software$378KFlat
- Simulations PlusSLP5,833 shares · 0.0% of their software$349KFlat
- PegasystemsPEGA2,554 shares · 0.0% of their software$259KFlat
- Daily Journal CorporationDJCO842 shares · 0.0% of their software$227KFlat
- DHI Group, Inc.DHX100,663 shares · 0.0% of their software$211KFlat
- Sprout SocialSPT6,494 shares · 0.0% of their software$175KSplit
- Veritone, Inc.VERI7,722 shares · 0.0% of their software$115KNew · Flat
- PowerFleet, Inc.AIOT24,223 shares · 0.0% of their software$111KFlat
- Paysign, Inc.PAYS10,442 shares · 0.0% of their software$102KFlat
- Intellicheck, Inc.IDN9,638 shares · 0.0% of their software$72KNew · Flat
- SoundThinking, Inc.SSTI2,706 shares · 0.0% of their software$68KFlat
- International Money Express, Inc.IMXI4,457 shares · 0.0% of their software$56KFlat
- ReposiTrak, Inc.TRAK10,651 shares · 0.0% of their software$45KNew · Flat
- Immersion CorporationIMMR5,968 shares · 0.0% of their software$37KFlat
- Asure Software, Inc.ASUR4,519 shares · 0.0% of their software$29KNew · Flat
- Priority Technology Holdings, Inc.PRTH6,295 shares · 0.0% of their software$17KFlat
- Xunlei LimitedXNET1,268 shares · 0.0% of their software$4KFlat