Generalist · New York, NY
JPMorgan Chase
Q4 2021 · compared with Q3 2021
Filed as Jpmorgan Chase & CO
- Software
- $56.7B
- Weight of 13F
- 7.0%
- Names
- 205
- Net bought
- +$2.8B
Filed 10 February 2022 · SEC filing.
5,281 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
- MicrosoftMSFT83,916,972 shares · 49.8% of their software · price +$4.6B$28.2B+$1.9B
- IntuitINTU4,533,172 shares · 5.1% of their software · price +$470M$2.9B+$652M
- SynopsysSNPS4,661,122 shares · 3.0% of their software · price +$322M$1.7B+$24.0M
- ShopifySHOP1,091,504 shares · 2.7% of their software · price +$23.6M$1.5B+$295M
- OracleORCL16,826,888 shares · 2.6% of their software · price +$1.3M$1.5B+$333M
- SalesforceCRM5,266,380 shares · 2.4% of their software · price −$90.0M$1.3B+$184M
- Lyft, Inc.LYFT31,019,021 shares · 2.3% of their software · price −$337M$1.3B+$291M
- WorkdayWDAY4,234,847 shares · 2.0% of their software · price +$98.6M$1.2B+$229M
- HubSpotHUBS1,595,564 shares · 1.9% of their software · price −$27.0M$1.1BFlat
- MongoDBMDB1,836,782 shares · 1.7% of their software · price +$106M$972M−$107M
- ServiceNowNOW1,340,714 shares · 1.5% of their software · price +$36.0M$870M+$159M
- AdobeADBE1,241,809 shares · 1.2% of their software · price −$10.8M$704M+$82.7M
- Automatic Data Processing, Inc.ADP2,672,286 shares · 1.2% of their software · price +$125M$659MFlat
- Palo Alto NetworksPANW1,148,040 shares · 1.1% of their software · price +$89.3M$639M+$145M
- ZscalerZS1,902,378 shares · 1.1% of their software · price +$112M$611M−$25.8M
- Uber Technologies, Inc.UBER13,987,481 shares · 1.0% of their software · price −$40.1M$586M−$378M
- Block, Inc.XYZ3,473,100 shares · 1.0% of their software · price −$272M$561M−$170M
- The Trade DeskTTD5,641,897 shares · 0.9% of their software · price +$120M$517M−$50.3M
- VeriskVRSK2,162,959 shares · 0.9% of their software · price +$61.6M$495M+$53.4M
- CrowdStrikeCRWD2,056,637 shares · 0.7% of their software · price −$84.4M$421M+$82.8M
- UnityU2,797,113 shares · 0.7% of their software · price +$46.8M$400M+$64.9M
- CadenceCDNS1,986,424 shares · 0.7% of their software · price +$69.3M$370M+$8.9M
- TwilioTWLO1,303,977 shares · 0.6% of their software · price −$72.6M$343M+$54.3M
- WEX Inc.WEX2,367,421 shares · 0.6% of their software · price −$84.6M$332M−$170M
- SnowflakeSNOW927,370 shares · 0.6% of their software · price +$33.7M$314M−$165M
- OktaOKTA1,386,992 shares · 0.5% of their software · price −$18.3M$311M+$7.7M
- Ribbon Communications Inc.RBBN49,949,398 shares · 0.5% of their software · price +$3.5M$302MFlat
- Gen DigitalGEN10,750,081 shares · 0.5% of their software · price +$7.3M$279MFlat
- ElasticESTC2,012,396 shares · 0.4% of their software · price −$52.1M$248M−$114M
- BILLBILL992,581 shares · 0.4% of their software · price −$17.7M$247M+$74.7M
- Q2QTWO2,861,959 shares · 0.4% of their software · price −$2.0M$227M−$7.2M
- AutodeskADSK753,985 shares · 0.4% of their software · price −$3.0M$212M−$2.9M
- MorningstarMORN576,347 shares · 0.3% of their software · price +$47.8M$197M+$25.4M
- ZoomInfoZI2,893,415 shares · 0.3% of their software$186M—
- Fiserv, Inc.FISV1,784,437 shares · 0.3% of their software · price −$8.4M$185M−$72.8M
- AkamaiAKAM1,558,903 shares · 0.3% of their software · price +$19.4M$182M−$85.3M
- FortinetFTNT489,324 shares · 0.3% of their software · price +$33.0M$176M+$19.0M
- DigitalOceanDOCN2,114,231 shares · 0.3% of their software · price +$5.7M$170M−$27.5M
- Global-EGLBE2,649,361 shares · 0.3% of their software · price −$22.3M$168M+$73.3M
- PagSeguro Digital Ltd.PAGS5,662,342 shares · 0.3% of their software · price −$144M$148M−$157M
- ToastTOST4,166,389 shares · 0.3% of their software · price −$63.5M$145M+$70.2M
- PaycomPAYC333,805 shares · 0.2% of their software · price −$26.9M$139M+$60.2M
- VeevaVEEV532,103 shares · 0.2% of their software · price −$17.4M$136M−$6.6M
- GuidewireGWRE1,188,463 shares · 0.2% of their software · price −$6.3M$135M−$18.0M
- TrimbleTRMB1,478,373 shares · 0.2% of their software · price +$7.3M$129MFlat
- ZoomZM679,871 shares · 0.2% of their software · price −$52.8M$125M+$53.3M
- Shift4 Payments, Inc.FOUR2,056,240 shares · 0.2% of their software · price −$40.3M$119M+$30.4M
- BlackLineBL1,103,575 shares · 0.2% of their software · price −$16.0M$114M−$1.8M
- Five9FIVN815,377 shares · 0.2% of their software · price −$18.3M$112M−$186M
- Digital TurbineAPPS1,763,957 shares · 0.2% of their software · price −$13.7M$108M−$2.5M
- CertaraCERT3,564,536 shares · 0.2% of their software · price −$16.7M$101M+$11.0M
- NetApp, Inc.NTAP1,031,809 shares · 0.2% of their software · price +$2.3M$94.9M+$29.6M
- Roper Technologies, Inc.ROP191,087 shares · 0.2% of their software · price +$8.7M$94.0M+$23.4M
- FreshworksFRSH3,443,252 shares · 0.2% of their software · price −$56.6M$90.4M+$147M
- DoximityDOCS1,763,573 shares · 0.2% of their software · price −$53.9M$88.4M+$142M
- SentinelOneS1,598,603 shares · 0.1% of their software · price −$4.9M$80.7M+$85.5M
- UiPathPATH1,823,266 shares · 0.1% of their software · price −$17.3M$78.6M−$106M
- DocuSignDOCU487,164 shares · 0.1% of their software · price −$51.2M$74.2M−$307M
- GitLabGTLB826,966 shares · 0.1% of their software$71.9MNew · +$71.9M
- LiveRamp Holdings, Inc.RAMP1,459,807 shares · 0.1% of their software · price +$1.1M$70.0M−$7.3M
- Paychex, Inc.PAYX490,494 shares · 0.1% of their software · price +$11.8M$67.0M+$6.4M
- LightspeedLSPD1,647,458 shares · 0.1% of their software · price −$92.3M$66.6M+$104M
- FactSetFDS133,750 shares · 0.1% of their software · price +$12.2M$65.0M−$20.5M
- monday.comMNDY207,179 shares · 0.1% of their software · price −$3.6M$64.0M+$64.8M
- Remitly Global, Inc.RELY2,914,828 shares · 0.1% of their software · price −$46.9M$60.1M+$58.3M
- Fair IsaacFICO136,518 shares · 0.1% of their software · price +$4.9M$59.2M−$3.3M
- OpenTextOTEX1,233,926 shares · 0.1% of their software · price −$1.6M$58.6MFlat
- Repay Holdings CorporationRPAY3,043,059 shares · 0.1% of their software · price −$14.5M$55.6M−$2.3M
- BroadridgeBR293,966 shares · 0.1% of their software · price +$4.8M$53.7M−$8.9M
- Tyler TechnologiesTYL92,912 shares · 0.1% of their software · price +$7.4M$50.0M−$4.9M
- Clearwater AnalyticsCWAN2,078,188 shares · 0.1% of their software$47.8M—
- Agora, Inc.API2,903,540 shares · 0.1% of their software · price −$37.1M$47.1M+$51.6M
- JFrogFROG1,505,534 shares · 0.1% of their software · price −$5.7M$44.7M−$11.2M
- SS&CSSNC542,480 shares · 0.1% of their software · price +$6.8M$44.5M−$371M
- Definitive HealthcareDH1,600,689 shares · 0.1% of their software · price −$24.8M$43.7M+$55.7M
- VertexVERX2,618,116 shares · 0.1% of their software · price −$8.8M$41.6M−$2.8M
- Cerence Inc.CRNC422,604 shares · 0.1% of their software · price −$8.2M$32.4M+$22.3M
- DropboxDBX1,239,147 shares · 0.1% of their software · price −$5.8M$30.4M−$8.3M
- RingCentralRNG155,482 shares · 0.1% of their software · price −$4.7M$29.1M+$5.6M
- VeriSign, Inc.VRSN112,383 shares · 0.1% of their software · price +$5.5M$28.5M+$6.6M
- AsanaASAN375,803 shares · 0.0% of their software · price −$11.0M$28.0M+$3.6M
- NetScout Systems, Inc.NTCT845,159 shares · 0.0% of their software · price +$5.2M$28.0M−$1.7M
- PTCPTC212,120 shares · 0.0% of their software$25.7M−$6.1M
- Manhattan AssociatesMANH149,187 shares · 0.0% of their software$23.2M−$2.1M
- WorkivaWK170,371 shares · 0.0% of their software · price −$1.8M$22.2M−$815K
- DescartesDSGX267,818 shares · 0.0% of their software$22.1MFlat
- F5, Inc.FFIV86,535 shares · 0.0% of their software · price +$4.0M$21.2M−$2.9M
- DatadogDDOG112,063 shares · 0.0% of their software · price +$4.1M$20.0M−$5.3M
- CommvaultCVLT280,921 shares · 0.0% of their software · price −$1.8M$19.4MFlat
- QualysQLYS132,663 shares · 0.0% of their software · price +$3.4M$18.2M+$1.1M
- Donnelley Financial Solutions, Inc.DFIN380,703 shares · 0.0% of their software · price +$4.8M$17.9MFlat
- CourseraCOUR726,270 shares · 0.0% of their software · price −$5.2M$17.8M+$8.7M
- CloudflareNET134,897 shares · 0.0% of their software · price +$2.5M$17.7M−$32.7M
- PaylocityPCTY73,134 shares · 0.0% of their software · price −$3.2M$17.3M−$3.1M
- ACI WorldwideACIW482,177 shares · 0.0% of their software · price +$1.9M$16.7M−$1.1M
- Grab Holdings LimitedGRAB2,334,778 shares · 0.0% of their software · price −$7.2M$16.6MNew · +$23.9M
- BlackBerry LimitedBB1,664,375 shares · 0.0% of their software · price −$632K$15.6MFlat
- Sabre CorporationSABR1,755,473 shares · 0.0% of their software · price −$5.7M$15.1M−$160M
- A10 Networks, Inc.ATEN909,345 shares · 0.0% of their software · price +$2.8M$15.1MFlat
- Cognyte Software Ltd.CGNT959,499 shares · 0.0% of their software · price −$4.7M$15.0M+$14.9M
- Upbound Group, Inc.UPBD300,926 shares · 0.0% of their software · price −$2.5M$14.5M+$5.4M
- DynatraceDT233,642 shares · 0.0% of their software · price −$2.5M$14.1M+$2.8M
- PaymentusPAY382,096 shares · 0.0% of their software · price +$4.0M$13.4MFlat
- Alight, Inc.ALIT1,215,915 shares · 0.0% of their software · price −$815K$13.1M−$2.4M
- Strategy IncMSTR23,983 shares · 0.0% of their software · price −$813K$13.1M−$9.5M
- OneSpan Inc.OSPN768,494 shares · 0.0% of their software · price −$1.4M$13.0MFlat
- EVERTEC, Inc.EVTC253,390 shares · 0.0% of their software · price +$1.1M$12.7M+$1.6M
- Sprout SocialSPT133,675 shares · 0.0% of their software · price −$4.2M$12.1M+$8.3M
- TeradataTDC283,686 shares · 0.0% of their software · price −$4.2M$12.0M+$3.6M
- AmplitudeAMPL224,715 shares · 0.0% of their software$11.9M+$5.1M
- eGain CorporationEGAN1,185,485 shares · 0.0% of their software$11.8MFlat
- Rapid7RPD98,623 shares · 0.0% of their software$11.6M+$4.5M
- BlackbaudBLKB139,528 shares · 0.0% of their software · price +$1.2M$11.0M+$557K
- VaronisVRNS223,421 shares · 0.0% of their software · price −$2.7M$10.9M+$8.8M
- SchrödingerSDGR305,745 shares · 0.0% of their software · price −$6.1M$10.6MFlat
- FastlyFSLY280,224 shares · 0.0% of their software · price −$1.4M$9.9M+$4.8M
- NutanixNTNX300,326 shares · 0.0% of their software · price −$1.8M$9.6M+$7.2M
- Endava plcDAVA55,072 shares · 0.0% of their software · price +$1.8M$9.2M−$9.3M
- CoStarCSGP116,197 shares · 0.0% of their software · price −$817K$9.2M−$2.3M
- SPS CommerceSPSC63,372 shares · 0.0% of their software · price −$1.2M$9.0M+$772K
- Check PointCHKP75,127 shares · 0.0% of their software$8.8M−$2.4M
- ProcorePCOR109,361 shares · 0.0% of their software · price −$1.0M$8.7M+$8.6M
- AppFolioAPPF66,932 shares · 0.0% of their software$8.1M−$2.5M
- ProgressPRGS161,724 shares · 0.0% of their software$7.8M+$2.6M
- FlywireFLYW200,167 shares · 0.0% of their software · price −$1.2M$7.6M+$8.6M
- GoDaddyGDDY84,417 shares · 0.0% of their software · price +$1.3M$7.2M+$3.7M
- Bandwidth Inc.BAND99,310 shares · 0.0% of their software · price −$1.8M$7.1M−$62.7M
- PubMaticPUBM202,104 shares · 0.0% of their software · price +$1.6M$6.9M+$4.5M
- BoxBOX252,733 shares · 0.0% of their software · price +$637K$6.6MFlat
- Alarm.com Holdings, Inc.ALRM77,824 shares · 0.0% of their software · price +$515K$6.6M+$2.0M
- Rackspace Technology, Inc.RXT458,489 shares · 0.0% of their software$6.2M+$1.4M
- PalantirPLTR338,029 shares · 0.0% of their software · price −$2.0M$6.2M−$13.8M
- WixWIX35,134 shares · 0.0% of their software · price −$1.3M$5.5M−$28.9M
- Consensus Cloud Solutions, Inc.CCSI94,375 shares · 0.0% of their software · price +$2.1M$5.5MNew · +$3.4M
- Radware Ltd.RDWR128,653 shares · 0.0% of their software · price +$1.0M$5.4M−$4.3M
- MagniteMGNI297,000 shares · 0.0% of their software · price −$3.1M$5.2M+$1.1M
- StoneCo Ltd.STNE304,221 shares · 0.0% of their software · price −$5.4M$5.1M−$87.8M
- SemrushSEMR244,140 shares · 0.0% of their software$5.1MNew
- Kaltura, Inc.KLTR1,504,517 shares · 0.0% of their software · price −$10.4M$5.1M+$13.8M
- Commerce.com, Inc.CMRC140,680 shares · 0.0% of their software · price −$2.1M$5.0M−$1.5M
- PagerDutyPD129,983 shares · 0.0% of their software · price −$867K$4.5M−$1.5M
- TenableTENB80,688 shares · 0.0% of their software · price +$721K$4.4M−$1.8M
- DomoDOMO87,697 shares · 0.0% of their software$4.4M—
- Calix, Inc.CALX51,160 shares · 0.0% of their software · price +$1.6M$4.1MFlat
- VTEXVTEX350,127 shares · 0.0% of their software · price −$3.4M$3.8M+$6.5M
- SAPSAP24,369 shares · 0.0% of their software$3.4MFlat
- InterDigital, Inc.IDCC47,555 shares · 0.0% of their software$3.4M−$2.9M
- YextYEXT342,014 shares · 0.0% of their software · price −$722K$3.4M+$1.9M
- Euronet Worldwide, Inc.EEFT28,187 shares · 0.0% of their software$3.4M−$584K
- ePlus inc.PLUS60,341 shares · 0.0% of their software · price −$2.9M$3.3M+$5.7M
- Health CatalystHCAT80,812 shares · 0.0% of their software · price −$840K$3.2M+$2.0M
- Tuya Inc.TUYA506,820 shares · 0.0% of their software · price −$1.4M$3.2M−$4.1M
- Ooma, Inc.OOMA153,896 shares · 0.0% of their software$3.1MFlat
- DuolingoDUOL27,845 shares · 0.0% of their software · price −$1.7M$3.0M−$26.3M
- AppianAPPN45,012 shares · 0.0% of their software · price −$1.2M$2.9MFlat
- 8x8EGHT165,541 shares · 0.0% of their software$2.8M—
- PegasystemsPEGA23,718 shares · 0.0% of their software$2.7M−$752K
- Allot Ltd.ALLT220,184 shares · 0.0% of their software · price −$656K$2.6MFlat
- Full Truck Alliance Co. Ltd.YMM290,313 shares · 0.0% of their software · price −$2.0M$2.4MNew · +$4.5M
- Tucows Inc.TCX26,077 shares · 0.0% of their software$2.2M+$520K
- PDF Solutions, Inc.PDFS57,132 shares · 0.0% of their software$1.8MFlat
- PAR Technology CorporationPAR31,783 shares · 0.0% of their software$1.7MFlat
- EverCommerceEVCM97,203 shares · 0.0% of their software$1.5M+$1.5M
- PhreesiaPHR32,786 shares · 0.0% of their software · price −$657K$1.4MFlat
- C3.aiAI42,247 shares · 0.0% of their software · price −$638K$1.3M−$4.5M
- Kingsoft Cloud Holdings LimitedKC78,192 shares · 0.0% of their software · price −$983K$1.2M−$1.5M
- Veritone, Inc.VERI50,087 shares · 0.0% of their software$1.1M−$1.3M
- Rimini Street, Inc.RMNI174,531 shares · 0.0% of their software · price −$642K$1.0MFlat
- Mitek Systems, Inc.MITK56,913 shares · 0.0% of their software$1.0MFlat
- NICENICE3,275 shares · 0.0% of their software$994KFlat
- AlkamiALKT42,501 shares · 0.0% of their software$853K−$2.0M
- i3 Verticals, Inc.IIIV36,718 shares · 0.0% of their software$837K−$45.3M
- International Money Express, Inc.IMXI44,833 shares · 0.0% of their software$715K+$544K
- Viant Technology Inc.DSP70,823 shares · 0.0% of their software$687K−$12.1M
- Telos CorporationTLS36,811 shares · 0.0% of their software$567K−$2.2M
- Agilysys, Inc.AGYS12,588 shares · 0.0% of their software$560KFlat
- Simulations PlusSLP10,145 shares · 0.0% of their software$480KFlat
- SoundThinking, Inc.SSTI15,555 shares · 0.0% of their software$460KFlat
- SmartRent, Inc.SMRT46,682 shares · 0.0% of their software$452KFlat
- N-ableNABL38,411 shares · 0.0% of their software$426KFlat
- Blend Labs, Inc.BLND55,387 shares · 0.0% of their software$407KFlat
- Payoneer Global Inc.PAYO53,245 shares · 0.0% of their software$391KFlat
- DoubleVerifyDV10,255 shares · 0.0% of their software$342KFlat
- VirTra, Inc.VTSI48,384 shares · 0.0% of their software$339KFlat
- Bentley SystemsBSY6,783 shares · 0.0% of their software$328K−$6.2M
- CS Disco, Inc.LAW8,679 shares · 0.0% of their software$311KFlat
- Thryv Holdings, Inc.THRY7,344 shares · 0.0% of their software$302KFlat
- AppLovinAPP3,093 shares · 0.0% of their software$291K−$56.7M
- Daily Journal CorporationDJCO755 shares · 0.0% of their software$270KFlat
- Clear Secure, Inc.YOU6,395 shares · 0.0% of their software$201KFlat
- Expensify, Inc.EXFY4,479 shares · 0.0% of their software$197KNew · Flat
- Intapp, Inc.INTA6,695 shares · 0.0% of their software$168KFlat
- Cellebrite DI Ltd.CLBT19,089 shares · 0.0% of their software$153KFlat
- AvePointAVPT23,444 shares · 0.0% of their software$148KFlat
- Rekor Systems, Inc.REKR21,793 shares · 0.0% of their software$144KFlat
- SimilarwebSMWB7,621 shares · 0.0% of their software$136KFlat
- Priority Technology Holdings, Inc.PRTH14,381 shares · 0.0% of their software$102KFlat
- Nerdy Inc.NRDY18,968 shares · 0.0% of their software$85KFlat
- DHI Group, Inc.DHX11,997 shares · 0.0% of their software$75KNew · Flat
- Zeta GlobalZETA5,683 shares · 0.0% of their software$48KNew · Flat
- Immersion CorporationIMMR1,226 shares · 0.0% of their software$7KFlat
- Xunlei LimitedXNET2,655 shares · 0.0% of their software$5KFlat
- SprinklrCXM162 shares · 0.0% of their software$3KNew · Flat
- Paysign, Inc.PAYS2,163 shares · 0.0% of their software$3KFlat
- Asure Software, Inc.ASUR69 shares · 0.0% of their software$1KFlat