Generalist · New York, NY
JPMorgan Chase
Q4 2020 · compared with Q3 2020
Filed as Jpmorgan Chase & CO
- Software
- $41.6B
- Weight of 13F
- 6.7%
- Names
- 159
- Net bought
- −$190M
Filed 11 February 2021 · SEC filing.
4,636 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
- MicrosoftMSFT74,413,655 shares · 39.8% of their software · price +$900M$16.6B+$634M
- SalesforceCRM9,679,430 shares · 5.2% of their software · price −$279M$2.2B−$638M
- SynopsysSNPS6,473,115 shares · 4.0% of their software · price +$293M$1.7BFlat
- Block, Inc.XYZ4,976,674 shares · 2.6% of their software · price +$274M$1.1B+$91.5M
- The Trade DeskTTD1,316,441 shares · 2.5% of their software · price +$372M$1.1B−$150M
- WorkdayWDAY4,178,750 shares · 2.4% of their software · price +$102M$1.0B+$339M
- Automatic Data Processing, Inc.ADP5,418,803 shares · 2.3% of their software · price +$199M$955M−$196M
- Lyft, Inc.LYFT18,322,064 shares · 2.2% of their software · price +$395M$900M−$118M
- ServiceNowNOW1,506,023 shares · 2.0% of their software · price +$98.5M$829M−$252M
- IntuitINTU2,049,165 shares · 1.9% of their software · price +$110M$778M+$87.4M
- TwilioTWLO1,985,472 shares · 1.6% of their software · price +$181M$672M+$104M
- ShopifySHOP555,643 shares · 1.5% of their software · price +$60.6M$629M−$112M
- Fiserv, Inc.FISV4,771,836 shares · 1.3% of their software · price +$51.6M$543M+$16.4M
- CrowdStrikeCRWD2,477,599 shares · 1.3% of their software · price +$185M$525M−$81.6M
- ZscalerZS2,621,108 shares · 1.3% of their software · price +$155M$523M−$33.6M
- Uber Technologies, Inc.UBER10,197,171 shares · 1.3% of their software · price +$148M$520M+$182M
- WEX Inc.WEX2,444,872 shares · 1.2% of their software · price +$158M$498M+$24.5M
- HubSpotHUBS1,237,635 shares · 1.2% of their software · price +$129M$491M+$76.6M
- AdobeADBE977,743 shares · 1.2% of their software · price +$9.5M$489M−$36.2M
- PalantirPLTR19,910,303 shares · 1.1% of their software · price +$280M$469M—
- PagSeguro Digital Ltd.PAGS8,174,548 shares · 1.1% of their software · price +$157M$465M−$64.2M
- MongoDBMDB1,281,008 shares · 1.1% of their software · price +$163M$460M−$7.3M
- RingCentralRNG1,184,175 shares · 1.1% of their software · price +$124M$449M−$89.7M
- DocuSignDOCU2,000,465 shares · 1.1% of their software · price +$14.1M$445M−$96.3M
- VeevaVEEV1,590,974 shares · 1.0% of their software · price −$14.2M$433M−$115M
- CadenceCDNS3,003,519 shares · 1.0% of their software · price +$89.5M$410M−$3.4M
- OktaOKTA1,462,203 shares · 0.9% of their software · price +$59.1M$372M−$82.6M
- AkamaiAKAM3,483,339 shares · 0.9% of their software · price −$19.3M$366M+$32.5M
- CoStarCSGP380,381 shares · 0.8% of their software · price +$28.8M$352M−$90.3M
- Ribbon Communications Inc.RBBN50,259,493 shares · 0.8% of their software · price +$135M$330MFlat
- Q2QTWO2,489,297 shares · 0.8% of their software · price +$87.8M$315M+$59.0M
- SS&CSSNC4,194,644 shares · 0.7% of their software · price +$51.3M$305M+$60.3M
- Roper Technologies, Inc.ROP691,764 shares · 0.7% of their software · price +$24.9M$298M−$61.1M
- Five9FIVN1,694,224 shares · 0.7% of their software · price +$75.8M$295M+$149M
- ElasticESTC1,978,538 shares · 0.7% of their software · price +$75.7M$289M+$12.0M
- OracleORCL3,511,633 shares · 0.5% of their software · price +$17.5M$227M+$3.9M
- AutodeskADSK661,499 shares · 0.5% of their software · price +$49.2M$202M+$5.2M
- BILLBILL1,181,865 shares · 0.4% of their software · price +$42.8M$161M−$96.6M
- GuidewireGWRE1,252,331 shares · 0.4% of their software · price +$30.6M$161M+$5.9M
- MorningstarMORN681,234 shares · 0.4% of their software · price +$48.3M$158M−$23.6M
- BlackLineBL1,130,613 shares · 0.4% of their software · price +$49.5M$151M+$15.2M
- PaylocityPCTY605,381 shares · 0.3% of their software · price +$26.9M$125M−$44.1M
- ZoomZM362,226 shares · 0.3% of their software · price −$48.1M$122M+$113M
- Bandwidth Inc.BAND783,817 shares · 0.3% of their software · price −$16.4M$120M+$18.7M
- SnowflakeSNOW350,862 shares · 0.2% of their software · price +$10.7M$98.7M−$97.9M
- PaycomPAYC188,206 shares · 0.2% of their software · price +$26.5M$85.1M+$44.1M
- VeriskVRSK404,710 shares · 0.2% of their software · price +$9.0M$84.0M−$2.0M
- LiveRamp Holdings, Inc.RAMP1,076,270 shares · 0.2% of their software · price +$23.1M$78.8M+$51.3M
- FortinetFTNT506,433 shares · 0.2% of their software · price +$15.6M$75.2M−$9.2M
- FactSetFDS210,182 shares · 0.2% of their software · price −$500K$69.9M−$43.7M
- CertaraCERT1,977,429 shares · 0.2% of their software$66.7MNew · +$66.7M
- i3 Verticals, Inc.IIIV1,961,019 shares · 0.2% of their software · price +$15.6M$65.1M+$19.1M
- BroadridgeBR421,124 shares · 0.2% of their software · price +$8.9M$64.5M+$7.0M
- DatadogDDOG638,233 shares · 0.2% of their software · price −$2.4M$62.8M−$18.1M
- Fair IsaacFICO121,433 shares · 0.1% of their software · price +$10.4M$62.1M+$11.6M
- JFrogFROG980,412 shares · 0.1% of their software · price −$21.4M$61.6M+$48.0M
- VertexVERX1,722,514 shares · 0.1% of their software · price +$20.4M$60.0M+$26.0M
- NetApp, Inc.NTAP842,142 shares · 0.1% of their software · price +$18.9M$55.8M+$10.0M
- CloudflareNET725,962 shares · 0.1% of their software · price +$25.4M$55.2MSplit
- DynatraceDT1,219,737 shares · 0.1% of their software · price +$2.7M$52.8M+$22.5M
- Gen DigitalGEN2,517,689 shares · 0.1% of their software$52.3M+$28.2M
- Tyler TechnologiesTYL115,113 shares · 0.1% of their software · price +$10.1M$50.3M−$43.5M
- OpenTextOTEX1,085,435 shares · 0.1% of their software · price +$3.5M$49.3M+$3.3M
- WixWIX188,856 shares · 0.1% of their software · price −$924K$47.2M+$1.1M
- Strategy IncMSTR113,214 shares · 0.1% of their software · price +$26.9M$44.0M+$2.6M
- Palo Alto NetworksPANW123,352 shares · 0.1% of their software · price +$13.6M$43.8M−$1.7M
- Sabre CorporationSABR3,442,230 shares · 0.1% of their software · price +$19.0M$41.4M+$13.7M
- Paychex, Inc.PAYX413,723 shares · 0.1% of their software · price +$5.5M$38.6M+$1.9M
- VeriSign, Inc.VRSN170,081 shares · 0.1% of their software · price +$2.0M$36.8M+$9.8M
- PTCPTC278,394 shares · 0.1% of their software · price +$10.3M$33.3M−$9.6M
- TrimbleTRMB469,923 shares · 0.1% of their software · price +$8.5M$31.4M−$3.1M
- WorkivaWK337,604 shares · 0.1% of their software · price +$12.1M$30.9M+$17.4M
- Check PointCHKP230,945 shares · 0.1% of their software · price +$2.9M$30.7M+$961K
- ACI WorldwideACIW778,161 shares · 0.1% of their software · price +$9.6M$29.9M+$6.1M
- Bentley SystemsBSY581,614 shares · 0.1% of their software · price +$5.3M$23.6MFlat
- NutanixNTNX705,286 shares · 0.1% of their software · price +$6.8M$22.5M+$8.8M
- Upbound Group, Inc.UPBD530,861 shares · 0.0% of their software · price +$4.5M$20.3M−$3.2M
- F5, Inc.FFIV108,603 shares · 0.0% of their software · price +$5.8M$19.1M−$1.8M
- Repay Holdings CorporationRPAY700,064 shares · 0.0% of their software · price +$2.6M$19.1M+$14.4M
- Alarm.com Holdings, Inc.ALRM181,495 shares · 0.0% of their software · price +$8.7M$18.8MFlat
- QualysQLYS142,528 shares · 0.0% of their software · price +$3.4M$17.4M+$2.1M
- Rapid7RPD182,664 shares · 0.0% of their software · price +$5.3M$16.5M−$7.5M
- Endava plcDAVA199,813 shares · 0.0% of their software · price +$2.7M$15.3M+$12.3M
- Manhattan AssociatesMANH144,648 shares · 0.0% of their software · price +$1.4M$15.2M+$1.3M
- Cerence Inc.CRNC144,787 shares · 0.0% of their software · price +$7.5M$14.5M+$5.9M
- eGain CorporationEGAN1,204,399 shares · 0.0% of their software · price −$2.8M$14.2M+$6.2M
- MagniteMGNI425,629 shares · 0.0% of their software · price +$10.1M$13.1MFlat
- BlackBerry LimitedBB1,938,600 shares · 0.0% of their software · price +$4.0M$12.9M+$2.4M
- CommvaultCVLT225,307 shares · 0.0% of their software · price +$3.3M$12.5M+$670K
- SAPSAP93,670 shares · 0.0% of their software · price −$2.4M$12.2M−$8.3M
- ZoomInfoZI252,479 shares · 0.0% of their software$12.2M—
- VaronisVRNS73,401 shares · 0.0% of their software · price +$3.5M$12.0M+$4.0M
- Digital TurbineAPPS212,086 shares · 0.0% of their software · price +$5.1M$12.0M+$2.5M
- NetScout Systems, Inc.NTCT406,770 shares · 0.0% of their software · price +$2.3M$11.2M+$5.6M
- Kingsoft Cloud Holdings LimitedKC251,577 shares · 0.0% of their software · price +$3.5M$11.0M−$18.1M
- Amdocs LimitedDOX138,637 shares · 0.0% of their software · price +$1.9M$9.8M−$4.5M
- FastlyFSLY101,553 shares · 0.0% of their software · price −$641K$8.9M−$23.0M
- DescartesDSGX146,992 shares · 0.0% of their software$8.6M+$775K
- AppFolioAPPF46,008 shares · 0.0% of their software · price +$1.8M$8.3M+$5.3M
- GoDaddyGDDY97,884 shares · 0.0% of their software · price +$683K$8.1M+$960K
- AppianAPPN48,183 shares · 0.0% of their software · price +$4.7M$7.8M+$788K
- SchrödingerSDGR98,199 shares · 0.0% of their software · price +$3.1M$7.8M+$4.1M
- BlackbaudBLKB131,985 shares · 0.0% of their software$7.6M+$4.0M
- DropboxDBX339,934 shares · 0.0% of their software · price +$996K$7.5M−$1.6M
- AsanaASAN204,976 shares · 0.0% of their software$6.1M+$1.1M
- ePlus inc.PLUS67,978 shares · 0.0% of their software · price +$1.0M$6.0M+$994K
- InterDigital, Inc.IDCC97,846 shares · 0.0% of their software$5.9M+$2.4M
- Mitek Systems, Inc.MITK320,693 shares · 0.0% of their software · price +$1.6M$5.7M−$876K
- TenableTENB103,089 shares · 0.0% of their software · price +$1.5M$5.4M+$1.7M
- Donnelley Financial Solutions, Inc.DFIN285,981 shares · 0.0% of their software · price +$1.0M$4.9M−$1.0M
- Euronet Worldwide, Inc.EEFT33,306 shares · 0.0% of their software · price +$1.8M$4.8MSplit
- UnityU31,316 shares · 0.0% of their software · price +$2.1M$4.8M−$16.7M
- 8x8EGHT139,326 shares · 0.0% of their software$4.8M—
- PAR Technology CorporationPAR75,803 shares · 0.0% of their software · price +$1.7M$4.8M+$2.0M
- OneSpan Inc.OSPN227,275 shares · 0.0% of their software$4.7M+$2.1M
- SPS CommerceSPSC41,150 shares · 0.0% of their software · price +$1.3M$4.5MFlat
- Asure Software, Inc.ASUR598,019 shares · 0.0% of their software$4.2M+$779K
- Radware Ltd.RDWR152,025 shares · 0.0% of their software · price +$534K$4.2M−$1.1M
- ProgressPRGS92,460 shares · 0.0% of their software · price +$787K$4.2MFlat
- PubMaticPUBM146,500 shares · 0.0% of their software$4.1MNew · +$4.1M
- EVERTEC, Inc.EVTC98,857 shares · 0.0% of their software$3.9MFlat
- Shift4 Payments, Inc.FOUR48,090 shares · 0.0% of their software · price +$1.3M$3.6M−$1.2M
- Agora, Inc.API91,281 shares · 0.0% of their software$3.6M−$8.1M
- Ooma, Inc.OOMA234,835 shares · 0.0% of their software$3.4MFlat
- A10 Networks, Inc.ATEN326,874 shares · 0.0% of their software · price +$1.1M$3.2MFlat
- BoxBOX176,703 shares · 0.0% of their software$3.2M+$1.9M
- Yalla Group LimitedYALA219,303 shares · 0.0% of their software · price +$1.6M$3.1MNew · +$1.5M
- Allot Ltd.ALLT276,504 shares · 0.0% of their software$2.9MNew · +$2.5M
- PegasystemsPEGA19,827 shares · 0.0% of their software$2.6M+$1.1M
- DomoDOMO37,309 shares · 0.0% of their software$2.4M—
- PDF Solutions, Inc.PDFS110,061 shares · 0.0% of their software$2.4MFlat
- YextYEXT149,855 shares · 0.0% of their software$2.4M+$826K
- Health CatalystHCAT52,664 shares · 0.0% of their software$2.3MFlat
- Sprout SocialSPT49,161 shares · 0.0% of their software$2.2M+$1.5M
- Rackspace Technology, Inc.RXT116,756 shares · 0.0% of their software$2.2M+$2.0M
- TeradataTDC98,650 shares · 0.0% of their software$2.2MFlat
- PhreesiaPHR40,432 shares · 0.0% of their software · price +$895K$2.2M−$2.0M
- NICENICE6,708 shares · 0.0% of their software$1.9M+$1.0M
- Rimini Street, Inc.RMNI371,869 shares · 0.0% of their software$1.6MFlat
- Tucows Inc.TCX19,600 shares · 0.0% of their software$1.4M+$554K
- Calix, Inc.CALX43,427 shares · 0.0% of their software · price +$520K$1.3M−$3.4M
- Agilysys, Inc.AGYS32,481 shares · 0.0% of their software$1.2MFlat
- Commerce.com, Inc.CMRC19,025 shares · 0.0% of their software$1.2M+$1.3M
- Daily Journal CorporationDJCO2,466 shares · 0.0% of their software$996KFlat
- Simulations PlusSLP10,310 shares · 0.0% of their software$741KFlat
- PowerFleet, Inc.AIOT89,781 shares · 0.0% of their software$667KFlat
- Immersion CorporationIMMR49,653 shares · 0.0% of their software$561KFlat
- Intellicheck, Inc.IDN46,892 shares · 0.0% of their software$535KFlat
- Paysign, Inc.PAYS97,625 shares · 0.0% of their software$453KFlat
- International Money Express, Inc.IMXI27,192 shares · 0.0% of their software$423KFlat
- SoundThinking, Inc.SSTI9,349 shares · 0.0% of their software$353KFlat
- DHI Group, Inc.DHX146,407 shares · 0.0% of their software$325KFlat
- PagerDutyPD7,780 shares · 0.0% of their software$325K−$883K
- Veritone, Inc.VERI10,510 shares · 0.0% of their software$299KFlat
- ReposiTrak, Inc.TRAK37,292 shares · 0.0% of their software$178KFlat
- Priority Technology Holdings, Inc.PRTH19,240 shares · 0.0% of their software$136KFlat
- Red Violet, Inc.RDVT4,336 shares · 0.0% of their software$113KFlat
- StoneCo Ltd.STNE210 shares · 0.0% of their software$18K−$6.1M
- Xunlei LimitedXNET5,397 shares · 0.0% of their software$16KFlat