Generalist · New York, NY
JPMorgan Chase
Q3 2020 · compared with Q2 2020
Filed as Jpmorgan Chase & CO
- Software
- $35.9B
- Weight of 13F
- 6.6%
- Names
- 155
- Net bought
- −$48.2M
Filed 12 November 2020 · SEC filing.
4,511 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
- MicrosoftMSFT71,397,438 shares · 41.3% of their software · price +$487M$14.8B−$764M
- SalesforceCRM12,219,059 shares · 8.4% of their software · price +$782M$3.0B+$144M
- SynopsysSNPS6,461,645 shares · 3.8% of their software · price +$123M$1.4B+$15.8M
- ServiceNowNOW2,026,447 shares · 2.8% of their software · price +$162M$989M+$12.7M
- Automatic Data Processing, Inc.ADP6,822,722 shares · 2.6% of their software · price −$64.1M$938M−$441M
- The Trade DeskTTD1,605,917 shares · 2.2% of their software · price +$180M$800M−$87.4M
- Block, Inc.XYZ4,413,770 shares · 2.0% of their software · price +$254M$727M+$121M
- ShopifySHOP665,605 shares · 1.9% of their software · price +$49.1M$683M+$15.4M
- Lyft, Inc.LYFT22,601,313 shares · 1.7% of their software · price −$123M$613M+$159M
- IntuitINTU1,781,209 shares · 1.6% of their software · price +$53.5M$576M−$219M
- WorkdayWDAY2,601,543 shares · 1.6% of their software · price +$72.2M$574M+$278M
- VeevaVEEV1,998,987 shares · 1.6% of their software · price +$93.5M$562M+$10.0M
- DocuSignDOCU2,447,884 shares · 1.5% of their software · price +$105M$521M+$216M
- AdobeADBE1,051,503 shares · 1.4% of their software · price +$58.0M$515M+$71.3M
- Fiserv, Inc.FISV4,612,856 shares · 1.3% of their software · price +$25.0M$478M+$41.3M
- CrowdStrikeCRWD3,071,740 shares · 1.2% of their software · price +$114M$419M+$5.2M
- CoStarCSGP486,802 shares · 1.2% of their software · price +$67.1M$417M−$9.4M
- RingCentralRNG1,510,837 shares · 1.1% of their software · price −$15.7M$409MFlat
- ZscalerZS2,860,267 shares · 1.1% of their software · price +$89.2M$402M−$23.3M
- OktaOKTA1,848,521 shares · 1.1% of their software · price +$25.2M$395M+$108M
- TwilioTWLO1,565,177 shares · 1.1% of their software · price +$43.3M$389M+$93.4M
- PagSeguro Digital Ltd.PAGS9,877,569 shares · 1.0% of their software · price +$23.4M$371M+$38.8M
- AkamaiAKAM3,189,339 shares · 1.0% of their software · price +$11.0M$355M+$47.8M
- Roper Technologies, Inc.ROP846,422 shares · 0.9% of their software · price +$5.8M$340M+$28.1M
- CadenceCDNS3,035,758 shares · 0.9% of their software · price +$32.4M$321M+$16.0M
- WEX Inc.WEX2,268,395 shares · 0.9% of their software · price −$59.1M$320M+$13.4M
- MongoDBMDB1,312,490 shares · 0.8% of their software · price +$6.8M$305M+$10.1M
- HubSpotHUBS975,676 shares · 0.8% of their software · price +$66.2M$292M−$46.3M
- BILLBILL2,145,183 shares · 0.6% of their software · price +$21.7M$218M−$87.9M
- OracleORCL3,445,572 shares · 0.6% of their software · price +$15.3M$205M−$61.4M
- ElasticESTC1,867,075 shares · 0.6% of their software · price +$29.3M$203M+$16.1M
- SS&CSSNC3,198,297 shares · 0.5% of their software · price +$12.9M$193M+$6.1M
- SnowflakeSNOW740,935 shares · 0.5% of their software$192MNew · +$186M
- Ribbon Communications Inc.RBBN49,949,385 shares · 0.5% of their software · price −$3.0M$190MFlat
- Uber Technologies, Inc.UBER5,213,486 shares · 0.5% of their software · price +$28.2M$185M−$26.5M
- Q2QTWO1,842,796 shares · 0.5% of their software · price +$10.1M$169MFlat
- AutodeskADSK638,795 shares · 0.4% of their software · price −$5.2M$149M+$11.5M
- PaylocityPCTY878,706 shares · 0.4% of their software · price +$13.6M$143M+$23.0M
- MorningstarMORN828,027 shares · 0.4% of their software · price +$16.3M$132MFlat
- GuidewireGWRE1,196,124 shares · 0.4% of their software · price −$7.9M$126M−$5.4M
- Bandwidth Inc.BAND676,941 shares · 0.3% of their software · price +$32.2M$119M+$11.4M
- FactSetFDS340,688 shares · 0.3% of their software · price +$2.2M$114M−$17.0M
- BlackLineBL961,228 shares · 0.2% of their software · price +$6.5M$86.8M+$23.9M
- Tyler TechnologiesTYL239,919 shares · 0.2% of their software$83.1M−$35.2M
- VeriskVRSK415,677 shares · 0.2% of their software · price +$6.3M$76.6M+$16.3M
- DatadogDDOG815,164 shares · 0.2% of their software · price +$12.4M$74.1M+$18.4M
- Five9FIVN546,513 shares · 0.2% of their software · price +$10.4M$70.4M+$11.2M
- FortinetFTNT584,400 shares · 0.2% of their software · price −$11.4M$68.4M+$5.6M
- ZoomZM122,326 shares · 0.2% of their software · price +$26.5M$56.9M−$110M
- CloudflareNET1,378,452 shares · 0.2% of their software · price +$7.0M$56.1M+$37.5M
- ZoomInfoZI1,267,275 shares · 0.1% of their software$52.7MNew
- BroadridgeBR368,113 shares · 0.1% of their software · price +$2.1M$48.5M+$5.4M
- WixWIX184,457 shares · 0.1% of their software$47.1M+$31.4M
- OpenTextOTEX1,006,609 shares · 0.1% of their software$42.5M+$1.9M
- Fair IsaacFICO94,198 shares · 0.1% of their software · price +$691K$40.2M−$614K
- JFrogFROG412,817 shares · 0.1% of their software$35.3MNew · +$34.9M
- PTCPTC394,925 shares · 0.1% of their software · price +$1.9M$32.5M−$42.9M
- FastlyFSLY347,200 shares · 0.1% of their software · price +$3.0M$32.4M+$26.9M
- Palo Alto NetworksPANW130,228 shares · 0.1% of their software · price +$2.0M$32.1M−$4.3M
- Paychex, Inc.PAYX389,641 shares · 0.1% of their software · price +$1.6M$30.8M+$1.8M
- i3 Verticals, Inc.IIIV1,203,700 shares · 0.1% of their software · price −$6.0M$30.1MFlat
- DynatraceDT672,141 shares · 0.1% of their software$27.7M−$21.3M
- NetApp, Inc.NTAP613,629 shares · 0.1% of their software$27.0M+$1.7M
- Check PointCHKP222,961 shares · 0.1% of their software · price +$2.9M$26.9M+$12.9M
- TrimbleTRMB534,479 shares · 0.1% of their software · price +$2.9M$26.1M+$6.4M
- Kingsoft Cloud Holdings LimitedKC863,699 shares · 0.1% of their software · price −$1.7M$25.2M+$20.2M
- VeriSign, Inc.VRSN122,348 shares · 0.1% of their software$25.1M+$4.3M
- Gen DigitalGEN1,162,946 shares · 0.1% of their software · price +$1.2M$24.3M−$551K
- SAPSAP146,666 shares · 0.1% of their software · price +$2.3M$23.0MFlat
- UnityU222,383 shares · 0.1% of their software$21.1MNew · +$19.4M
- Upbound Group, Inc.UPBD637,870 shares · 0.1% of their software · price +$1.3M$19.3M+$999K
- Rapid7RPD305,692 shares · 0.1% of their software · price +$3.1M$18.7M+$3.5M
- Bentley SystemsBSY579,135 shares · 0.0% of their software$17.4MNew · +$18.2M
- F5, Inc.FFIV123,391 shares · 0.0% of their software · price −$2.1M$15.3M+$3.6M
- Strategy IncMSTR95,835 shares · 0.0% of their software · price +$3.1M$14.3M+$2.6M
- PaycomPAYC46,428 shares · 0.0% of their software$14.1M+$1.5M
- ACI WorldwideACIW543,912 shares · 0.0% of their software$14.0MFlat
- VertexVERX590,711 shares · 0.0% of their software$13.8MNew · +$13.6M
- Agora, Inc.API279,886 shares · 0.0% of their software$12.7M+$3.5M
- Manhattan AssociatesMANH130,852 shares · 0.0% of their software$12.5MFlat
- Amdocs LimitedDOX216,776 shares · 0.0% of their software · price −$752K$12.5M−$1.5M
- QualysQLYS120,913 shares · 0.0% of their software · price −$727K$12.0M+$5.3M
- eGain CorporationEGAN768,860 shares · 0.0% of their software · price +$2.4M$10.7M−$1.4M
- 8x8EGHT674,815 shares · 0.0% of their software$10.5M—
- Alarm.com Holdings, Inc.ALRM173,718 shares · 0.0% of their software · price −$1.7M$9.7M+$7.8M
- Sabre CorporationSABR1,330,555 shares · 0.0% of their software · price −$2.1M$8.6M+$5.5M
- CommvaultCVLT208,874 shares · 0.0% of their software$8.6M−$2.0M
- DropboxDBX421,021 shares · 0.0% of their software · price −$1.1M$8.1M−$18.1M
- DescartesDSGX133,396 shares · 0.0% of their software · price +$544K$7.4M+$3.3M
- NutanixNTNX308,542 shares · 0.0% of their software$6.8MFlat
- BlackBerry LimitedBB1,407,770 shares · 0.0% of their software$6.5MFlat
- GoDaddyGDDY85,253 shares · 0.0% of their software$6.5M−$3.4M
- StoneCo Ltd.STNE115,817 shares · 0.0% of their software · price +$1.6M$6.2M+$3.0M
- Euronet Worldwide, Inc.EEFT69,019 shares · 0.0% of their software$6.1M−$48.2M
- Mitek Systems, Inc.MITK389,477 shares · 0.0% of their software · price +$1.2M$5.1MFlat
- Radware Ltd.RDWR198,733 shares · 0.0% of their software$4.9M+$3.8M
- AsanaASAN167,825 shares · 0.0% of their software$4.8MNew · +$4.8M
- DomoDOMO122,290 shares · 0.0% of their software$4.8M—
- Donnelley Financial Solutions, Inc.DFIN361,366 shares · 0.0% of their software · price +$1.8M$4.8MFlat
- VaronisVRNS38,837 shares · 0.0% of their software · price +$1.0M$4.5MFlat
- Digital TurbineAPPS134,918 shares · 0.0% of their software · price +$2.7M$4.5M+$1.1M
- LiveRamp Holdings, Inc.RAMP86,227 shares · 0.0% of their software · price +$802K$4.5M−$542K
- Calix, Inc.CALX236,361 shares · 0.0% of their software · price +$681K$4.3M+$1.5M
- ePlus inc.PLUS54,397 shares · 0.0% of their software$4.0M−$634K
- Asure Software, Inc.ASUR494,902 shares · 0.0% of their software · price +$554K$3.7M+$3.2M
- SPS CommerceSPSC45,675 shares · 0.0% of their software$3.6M+$1.1M
- BlackbaudBLKB60,750 shares · 0.0% of their software$3.5MFlat
- Shift4 Payments, Inc.FOUR72,100 shares · 0.0% of their software · price +$927K$3.4MNew · +$2.6M
- EVERTEC, Inc.EVTC96,078 shares · 0.0% of their software · price +$635K$3.4M−$4.6M
- NetScout Systems, Inc.NTCT148,892 shares · 0.0% of their software · price −$555K$3.3M−$4.3M
- InterDigital, Inc.IDCC56,136 shares · 0.0% of their software$3.2MFlat
- ProgressPRGS83,017 shares · 0.0% of their software$3.2M−$2.2M
- PhreesiaPHR101,296 shares · 0.0% of their software$3.1M+$1.6M
- Ooma, Inc.OOMA210,003 shares · 0.0% of their software · price −$720K$2.8MFlat
- OneSpan Inc.OSPN125,408 shares · 0.0% of their software · price −$874K$2.7MFlat
- MagniteMGNI379,426 shares · 0.0% of their software$2.5MNew · +$2.5M
- AppianAPPN36,019 shares · 0.0% of their software$2.4M−$7.8M
- TenableTENB57,333 shares · 0.0% of their software$2.2M−$5.8M
- PDF Solutions, Inc.PDFS110,444 shares · 0.0% of their software$2.1M−$934K
- Repay Holdings CorporationRPAY89,205 shares · 0.0% of their software$2.1M+$1.6M
- A10 Networks, Inc.ATEN320,646 shares · 0.0% of their software$2.1MFlat
- Health CatalystHCAT56,929 shares · 0.0% of their software$2.1M+$889K
- TeradataTDC86,501 shares · 0.0% of their software$2.0MFlat
- YextYEXT95,433 shares · 0.0% of their software$1.5MFlat
- WorkivaWK25,510 shares · 0.0% of their software$1.5MFlat
- PegasystemsPEGA10,905 shares · 0.0% of their software$1.3M+$845K
- Cerence Inc.CRNC24,981 shares · 0.0% of their software$1.3MFlat
- AppFolioAPPF8,940 shares · 0.0% of their software$1.3MFlat
- BoxBOX65,820 shares · 0.0% of their software$1.1M−$4.7M
- PAR Technology CorporationPAR25,696 shares · 0.0% of their software$1.1MFlat
- Rimini Street, Inc.RMNI352,298 shares · 0.0% of their software · price −$680K$1.1MFlat
- PagerDutyPD40,356 shares · 0.0% of their software$1.1M−$9.4M
- Tucows Inc.TCX11,565 shares · 0.0% of their software$805KFlat
- Simulations PlusSLP9,718 shares · 0.0% of their software$727KFlat
- Agilysys, Inc.AGYS24,440 shares · 0.0% of their software$602KFlat
- SchrödingerSDGR10,988 shares · 0.0% of their software$522KFlat
- NICENICE2,219 shares · 0.0% of their software$501KFlat
- Sprout SocialSPT10,155 shares · 0.0% of their software$392KFlat
- Endava plcDAVA5,080 shares · 0.0% of their software$310K−$5.7M
- Rackspace Technology, Inc.RXT14,667 shares · 0.0% of their software$276KNew · Flat
- Commerce.com, Inc.CMRC2,881 shares · 0.0% of their software$252KNew · Flat
- Paysign, Inc.PAYS36,141 shares · 0.0% of their software$213KFlat
- DHI Group, Inc.DHX90,420 shares · 0.0% of their software$204KFlat
- PowerFleet, Inc.AIOT28,042 shares · 0.0% of their software$159KFlat
- International Money Express, Inc.IMXI8,813 shares · 0.0% of their software$139KFlat
- Daily Journal CorporationDJCO423 shares · 0.0% of their software$103KFlat
- Intellicheck, Inc.IDN13,606 shares · 0.0% of their software$93KFlat
- SoundThinking, Inc.SSTI2,999 shares · 0.0% of their software$93KFlat
- Veritone, Inc.VERI8,723 shares · 0.0% of their software$82KFlat
- Red Violet, Inc.RDVT3,861 shares · 0.0% of their software$70KFlat
- ReposiTrak, Inc.TRAK13,381 shares · 0.0% of their software$67KFlat
- Immersion CorporationIMMR6,386 shares · 0.0% of their software$45KFlat
- Priority Technology Holdings, Inc.PRTH6,145 shares · 0.0% of their software$17KFlat
- Xunlei LimitedXNET3,411 shares · 0.0% of their software$12KFlat
- PalantirPLTR119,100 shares · 0.0% of their software · Implied price is far from the quarter-end close$1KNew