Generalist · New York, NY
JPMorgan Chase
Q1 2021 · compared with Q4 2020
Filed as Jpmorgan Chase & CO
- Software
- $42.8B
- Weight of 13F
- 6.2%
- Names
- 166
- Net bought
- +$949M
Filed 12 May 2021 · SEC filing.
4,979 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
- MicrosoftMSFT78,480,984 shares · 43.2% of their software · price +$1.0B$18.5B+$905M
- SynopsysSNPS5,753,384 shares · 3.3% of their software · price −$65.9M$1.4B−$187M
- Lyft, Inc.LYFT20,449,038 shares · 3.0% of their software · price +$287M$1.3B+$104M
- Uber Technologies, Inc.UBER21,922,914 shares · 2.8% of their software · price +$76.9M$1.2B+$598M
- IntuitINTU2,830,216 shares · 2.5% of their software · price +$9.1M$1.1B+$297M
- WorkdayWDAY4,164,139 shares · 2.4% of their software · price +$36.7M$1.0BFlat
- Block, Inc.XYZ3,674,749 shares · 1.9% of their software · price +$34.6M$834M−$283M
- SalesforceCRM3,757,333 shares · 1.9% of their software · price −$40.1M$796M−$1.3B
- Automatic Data Processing, Inc.ADP4,205,303 shares · 1.9% of their software · price +$51.6M$793M−$214M
- TwilioTWLO2,158,118 shares · 1.7% of their software · price +$4.9M$735M+$58.4M
- ShopifySHOP653,503 shares · 1.7% of their software · price −$16.6M$723M+$111M
- HubSpotHUBS1,581,528 shares · 1.7% of their software · price +$91.4M$718M+$136M
- ServiceNowNOW1,334,604 shares · 1.6% of their software · price −$67.2M$667M−$94.4M
- The Trade DeskTTD1,013,257 shares · 1.5% of their software · price −$151M$660M−$243M
- Fiserv, Inc.FISV4,733,162 shares · 1.3% of their software · price +$24.5M$563MFlat
- ZscalerZS2,916,743 shares · 1.2% of their software · price −$81.8M$501M+$59.0M
- WEX Inc.WEX2,382,335 shares · 1.2% of their software · price +$13.6M$498M−$12.7M
- SS&CSSNC7,110,391 shares · 1.2% of their software · price −$20.5M$497M+$212M
- AdobeADBE1,002,030 shares · 1.1% of their software · price −$24.8M$476M+$12.1M
- CadenceCDNS3,387,720 shares · 1.1% of their software · price +$1.9M$464M+$52.4M
- RingCentralRNG1,457,899 shares · 1.0% of their software · price −$118M$434M+$104M
- DocuSignDOCU2,120,810 shares · 1.0% of their software · price −$42.1M$429M+$26.8M
- Ribbon Communications Inc.RBBN49,949,952 shares · 1.0% of their software · price +$82.4M$410MFlat
- PagSeguro Digital Ltd.PAGS8,716,204 shares · 0.9% of their software · price −$92.2M$404M+$30.8M
- MongoDBMDB1,493,600 shares · 0.9% of their software · price −$137M$399M+$76.3M
- OracleORCL5,506,464 shares · 0.9% of their software · price +$30.2M$386M+$129M
- CrowdStrikeCRWD2,028,268 shares · 0.9% of their software · price −$59.4M$370M−$95.2M
- OktaOKTA1,648,224 shares · 0.8% of their software · price −$55.8M$363M+$47.3M
- Five9FIVN2,018,861 shares · 0.7% of their software · price −$36.5M$316M+$56.6M
- AkamaiAKAM2,838,942 shares · 0.7% of their software · price −$8.8M$289M−$67.7M
- VeevaVEEV1,071,180 shares · 0.7% of their software · price −$11.8M$280M−$142M
- Gen DigitalGEN13,143,681 shares · 0.7% of their software · price +$6.3M$279M+$221M
- Q2QTWO2,664,051 shares · 0.6% of their software · price −$70.1M$267M+$22.1M
- ElasticESTC2,305,150 shares · 0.6% of their software · price −$80.5M$256M+$47.7M
- SnowflakeSNOW1,063,824 shares · 0.6% of their software · price −$55.4M$244M+$201M
- AutodeskADSK626,398 shares · 0.4% of their software · price −$17.7M$174M−$10.7M
- Sabre CorporationSABR11,450,125 shares · 0.4% of their software · price +$31.9M$170M+$96.3M
- ZoomZM465,742 shares · 0.3% of their software · price −$7.5M$150M+$34.9M
- GuidewireGWRE1,422,392 shares · 0.3% of their software · price −$38.5M$145M+$21.9M
- MorningstarMORN597,167 shares · 0.3% of their software · price −$3.9M$134M−$19.5M
- PaycomPAYC354,021 shares · 0.3% of their software · price −$29.1M$131M+$75.0M
- BlackLineBL1,198,634 shares · 0.3% of their software · price −$29.9M$130M+$9.1M
- Bandwidth Inc.BAND987,751 shares · 0.3% of their software · price −$26.6M$125M+$31.3M
- UnityU1,180,211 shares · 0.3% of their software · price −$62.7M$118M+$176M
- CoStarCSGP128,034 shares · 0.2% of their software · price −$13.1M$105M−$233M
- TrimbleTRMB1,290,046 shares · 0.2% of their software · price +$14.2M$100M+$54.8M
- WixWIX332,549 shares · 0.2% of their software · price +$9.7M$92.9M+$35.9M
- PaylocityPCTY502,513 shares · 0.2% of their software · price −$13.1M$90.4M−$21.2M
- Tuya Inc.TUYA4,242,315 shares · 0.2% of their software$89.7MNew · +$89.7M
- Digital TurbineAPPS1,081,914 shares · 0.2% of their software · price +$25.7M$86.9M+$49.2M
- FortinetFTNT458,959 shares · 0.2% of their software · price +$16.5M$84.6M−$7.1M
- VeriskVRSK462,893 shares · 0.2% of their software · price −$14.3M$81.8M+$12.1M
- LiveRamp Holdings, Inc.RAMP1,531,151 shares · 0.2% of their software · price −$32.6M$79.4M+$33.3M
- Roper Technologies, Inc.ROP194,114 shares · 0.2% of their software · price −$5.4M$78.3M−$215M
- CertaraCERT2,778,931 shares · 0.2% of their software · price −$17.8M$75.9M+$27.0M
- NetApp, Inc.NTAP1,034,826 shares · 0.2% of their software · price +$6.7M$75.2M+$12.8M
- Fair IsaacFICO146,137 shares · 0.2% of their software · price −$3.7M$71.0M+$12.6M
- Strategy IncMSTR101,833 shares · 0.2% of their software · price +$29.6M$69.1M−$4.4M
- PalantirPLTR2,949,386 shares · 0.2% of their software · price −$767K$68.7M−$399M
- FactSetFDS220,876 shares · 0.2% of their software · price −$5.3M$68.2M+$3.6M
- BroadridgeBR438,415 shares · 0.2% of their software$67.1M+$2.6M
- BILLBILL459,156 shares · 0.2% of their software · price +$4.1M$66.8M−$98.6M
- Repay Holdings CorporationRPAY2,798,885 shares · 0.2% of their software · price −$10.6M$65.7M+$57.2M
- JFrogFROG1,389,262 shares · 0.1% of their software · price −$25.6M$61.6M+$25.7M
- i3 Verticals, Inc.IIIV1,950,090 shares · 0.1% of their software · price −$4.0M$60.7MFlat
- PTCPTC411,882 shares · 0.1% of their software · price +$7.4M$56.7M+$16.0M
- Viant Technology Inc.DSP1,042,721 shares · 0.1% of their software$55.1MNew · +$55.1M
- OpenTextOTEX1,106,031 shares · 0.1% of their software · price +$2.5M$52.8M+$936K
- Palo Alto NetworksPANW153,497 shares · 0.1% of their software · price −$5.1M$49.4M+$10.7M
- Shift4 Payments, Inc.FOUR556,017 shares · 0.1% of their software · price +$3.7M$45.6M+$38.3M
- Tyler TechnologiesTYL106,756 shares · 0.1% of their software · price −$1.3M$45.3M−$3.6M
- DropboxDBX1,550,756 shares · 0.1% of their software · price +$6.9M$41.3M+$26.9M
- CloudflareNET583,486 shares · 0.1% of their software · price −$3.3M$41.0M−$10.8M
- VertexVERX1,843,056 shares · 0.1% of their software · price −$23.7M$40.5M+$4.2M
- Paychex, Inc.PAYX392,337 shares · 0.1% of their software · price +$1.9M$38.5M−$2.0M
- DigitalOceanDOCN855,971 shares · 0.1% of their software$36.1MNew · +$36.1M
- Check PointCHKP280,656 shares · 0.1% of their software · price −$5.9M$31.4M+$6.6M
- ACI WorldwideACIW810,612 shares · 0.1% of their software$30.8M+$1.2M
- F5, Inc.FFIV143,700 shares · 0.1% of their software · price +$4.7M$30.0M+$6.2M
- Upbound Group, Inc.UPBD485,063 shares · 0.1% of their software · price +$9.4M$28.0M−$1.8M
- MagniteMGNI669,027 shares · 0.1% of their software · price +$7.3M$27.8M+$7.5M
- VeriSign, Inc.VRSN135,365 shares · 0.1% of their software · price −$2.4M$26.9M−$7.5M
- Bentley SystemsBSY561,187 shares · 0.1% of their software · price +$3.6M$26.3M−$827K
- Amdocs LimitedDOX338,407 shares · 0.1% of their software$23.7M+$14.2M
- QualysQLYS197,406 shares · 0.0% of their software · price −$3.4M$20.7M+$6.7M
- VaronisVRNS399,374 shares · 0.0% of their software · price −$44.8M$20.5M+$53.3M
- Manhattan AssociatesMANH165,369 shares · 0.0% of their software · price +$2.0M$19.4M+$2.2M
- Cerence Inc.CRNC215,017 shares · 0.0% of their software · price −$2.3M$19.3M+$7.1M
- CommvaultCVLT271,519 shares · 0.0% of their software · price +$2.5M$17.5M+$2.6M
- BlackBerry LimitedBB2,052,483 shares · 0.0% of their software · price +$3.7M$17.3M+$755K
- NutanixNTNX640,174 shares · 0.0% of their software · price −$3.4M$17.0M−$2.1M
- Alarm.com Holdings, Inc.ALRM196,791 shares · 0.0% of their software · price −$3.4M$17.0M+$1.6M
- AppianAPPN115,101 shares · 0.0% of their software · price −$3.4M$15.3M+$10.8M
- Rapid7RPD202,879 shares · 0.0% of their software · price −$3.2M$15.1M+$1.8M
- DatadogDDOG181,496 shares · 0.0% of their software · price −$2.7M$15.1M−$45.0M
- DescartesDSGX239,689 shares · 0.0% of their software · price +$582K$14.6M+$5.4M
- ZoomInfoZI291,387 shares · 0.0% of their software$14.2M—
- GoDaddyGDDY177,391 shares · 0.0% of their software · price −$945K$13.8M+$6.6M
- OneSpan Inc.OSPN544,992 shares · 0.0% of their software · price +$2.1M$13.4M+$6.6M
- InterDigital, Inc.IDCC207,632 shares · 0.0% of their software · price +$575K$13.2M+$6.7M
- NetScout Systems, Inc.NTCT445,602 shares · 0.0% of their software$12.5M+$1.1M
- PubMaticPUBM234,291 shares · 0.0% of their software · price +$5.0M$11.6M+$2.5M
- Sprout SocialSPT192,548 shares · 0.0% of their software · price +$2.4M$11.1M+$6.5M
- DynatraceDT225,796 shares · 0.0% of their software · price +$1.1M$10.9M−$43.0M
- FastlyFSLY154,418 shares · 0.0% of their software · price −$3.1M$10.4M+$4.6M
- Cognyte Software Ltd.CGNT368,009 shares · 0.0% of their software$10.2MNew · +$10.2M
- SchrödingerSDGR130,229 shares · 0.0% of their software$9.9M+$2.5M
- WorkivaWK111,325 shares · 0.0% of their software$9.8M−$20.7M
- eGain CorporationEGAN1,031,917 shares · 0.0% of their software · price −$2.4M$9.8M−$2.0M
- Radware Ltd.RDWR364,625 shares · 0.0% of their software · price −$609K$9.5M+$5.9M
- BlackbaudBLKB133,528 shares · 0.0% of their software · price +$1.8M$9.5MFlat
- Kingsoft Cloud Holdings LimitedKC239,647 shares · 0.0% of their software · price −$1.0M$9.4M−$520K
- C3.aiAI140,387 shares · 0.0% of their software · price −$10.2M$9.3MNew · +$19.5M
- Euronet Worldwide, Inc.EEFT65,220 shares · 0.0% of their software$9.0M+$4.6M
- CourseraCOUR198,502 shares · 0.0% of their software$8.9MNew · +$8.9M
- Endava plcDAVA101,130 shares · 0.0% of their software · price +$803K$8.6M−$7.6M
- BoxBOX357,922 shares · 0.0% of their software · price +$1.8M$8.2M+$3.3M
- Rackspace Technology, Inc.RXT301,876 shares · 0.0% of their software · price +$1.4M$7.2M+$3.5M
- AsanaASAN243,129 shares · 0.0% of their software$6.9M+$1.1M
- SPS CommerceSPSC67,473 shares · 0.0% of their software · price −$626K$6.7M+$2.9M
- TeradataTDC172,053 shares · 0.0% of their software · price +$2.8M$6.6M+$1.6M
- Donnelley Financial Solutions, Inc.DFIN237,367 shares · 0.0% of their software · price +$2.6M$6.6M−$825K
- TenableTENB168,280 shares · 0.0% of their software · price −$2.7M$6.1M+$3.4M
- Allot Ltd.ALLT365,262 shares · 0.0% of their software · price +$2.0M$5.8M+$934K
- DomoDOMO100,942 shares · 0.0% of their software$5.7M—
- ProgressPRGS126,730 shares · 0.0% of their software$5.6M+$1.5M
- PAR Technology CorporationPAR76,511 shares · 0.0% of their software$5.0MFlat
- Mitek Systems, Inc.MITK329,129 shares · 0.0% of their software · price −$1.1M$4.8MFlat
- Agora, Inc.API92,535 shares · 0.0% of their software · price +$991K$4.7MFlat
- EVERTEC, Inc.EVTC120,834 shares · 0.0% of their software$4.5M+$864K
- 8x8EGHT120,336 shares · 0.0% of their software$3.9M—
- Asure Software, Inc.ASUR506,431 shares · 0.0% of their software$3.9M−$650K
- Calix, Inc.CALX100,291 shares · 0.0% of their software$3.5M+$1.7M
- ePlus inc.PLUS34,750 shares · 0.0% of their software$3.5M−$2.9M
- Ooma, Inc.OOMA205,682 shares · 0.0% of their software$3.3MFlat
- PegasystemsPEGA27,099 shares · 0.0% of their software · price −$513K$3.1M+$969K
- AppFolioAPPF18,192 shares · 0.0% of their software · price −$703K$2.6M−$5.0M
- SAPSAP19,740 shares · 0.0% of their software$2.4M−$9.6M
- Veritone, Inc.VERI100,051 shares · 0.0% of their software$2.4M+$2.5M
- StoneCo Ltd.STNE38,600 shares · 0.0% of their software · price −$876K$2.4M+$3.2M
- A10 Networks, Inc.ATEN229,286 shares · 0.0% of their software$2.2M−$962K
- Agilysys, Inc.AGYS38,347 shares · 0.0% of their software$1.8MFlat
- PhreesiaPHR32,623 shares · 0.0% of their software$1.7MFlat
- PowerFleet, Inc.AIOT199,511 shares · 0.0% of their software$1.6M+$815K
- Health CatalystHCAT33,625 shares · 0.0% of their software$1.6M−$829K
- Tucows Inc.TCX19,058 shares · 0.0% of their software$1.5MFlat
- PDF Solutions, Inc.PDFS75,151 shares · 0.0% of their software$1.3M−$754K
- YextYEXT75,348 shares · 0.0% of their software$1.1M−$1.2M
- Simulations PlusSLP16,914 shares · 0.0% of their software$1.1MFlat
- Daily Journal CorporationDJCO2,690 shares · 0.0% of their software$852KFlat
- Commerce.com, Inc.CMRC12,469 shares · 0.0% of their software$720KFlat
- Immersion CorporationIMMR64,782 shares · 0.0% of their software$621KFlat
- Paysign, Inc.PAYS139,821 shares · 0.0% of their software$611KFlat
- PagerDutyPD13,130 shares · 0.0% of their software$528KFlat
- SoundThinking, Inc.SSTI14,932 shares · 0.0% of their software$524KFlat
- Intellicheck, Inc.IDN60,575 shares · 0.0% of their software$507KFlat
- Telos CorporationTLS13,300 shares · 0.0% of their software$504KNew · Flat
- Rimini Street, Inc.RMNI54,341 shares · 0.0% of their software$487K−$1.4M
- DHI Group, Inc.DHX144,083 shares · 0.0% of their software$482KFlat
- NICENICE1,910 shares · 0.0% of their software$417K−$1.4M
- International Money Express, Inc.IMXI21,533 shares · 0.0% of their software$323KFlat
- ReposiTrak, Inc.TRAK39,479 shares · 0.0% of their software$241KFlat
- SemrushSEMR16,188 shares · 0.0% of their software$193KNew
- Priority Technology Holdings, Inc.PRTH21,058 shares · 0.0% of their software$146KFlat
- Red Violet, Inc.RDVT2,543 shares · 0.0% of their software$47KFlat
- Xunlei LimitedXNET469 shares · 0.0% of their software$3KFlat