Generalist · New York, NY
JPMorgan Chase
Q3 2022 · compared with Q2 2022
Filed as Jpmorgan Chase & CO
- Software
- $41.7B
- Weight of 13F
- 6.5%
- Names
- 212
- Net bought
- +$2.6B
Filed 14 November 2022 · SEC filing.
5,114 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
- MicrosoftMSFT92,745,324 shares · 51.8% of their software · price −$2.2B$21.6B+$439M
- IntuitINTU5,894,182 shares · 5.5% of their software · price +$11.1M$2.3B+$290M
- SynopsysSNPS4,862,681 shares · 3.6% of their software · price +$8.8M$1.5B+$33.1M
- OracleORCL20,244,616 shares · 3.0% of their software · price −$178M$1.2B−$55.6M
- SalesforceCRM8,478,877 shares · 2.9% of their software · price −$180M$1.2BFlat
- Uber Technologies, Inc.UBER43,131,544 shares · 2.7% of their software · price +$261M$1.1B+$206M
- Automatic Data Processing, Inc.ADP5,051,600 shares · 2.7% of their software · price +$81.6M$1.1B+$238M
- ServiceNowNOW1,921,389 shares · 1.7% of their software · price −$188M$726M−$10.3M
- AdobeADBE2,423,883 shares · 1.6% of their software · price −$220M$667M+$94.4M
- Palo Alto NetworksPANW3,774,174 shares · 1.5% of their software · price −$1.2B$618M+$1.3B
- WorkdayWDAY3,796,527 shares · 1.4% of their software · price +$48.0M$578M+$17.5M
- VeriskVRSK3,146,837 shares · 1.3% of their software · price −$8.1M$537M+$10.7M
- The Trade DeskTTD8,651,125 shares · 1.2% of their software · price +$155M$517M−$20.8M
- CrowdStrikeCRWD2,837,790 shares · 1.1% of their software · price −$10.6M$468M−$16.5M
- ZoomZM5,780,040 shares · 1.0% of their software · price −$199M$425M+$17.1M
- MongoDBMDB1,995,585 shares · 1.0% of their software · price −$122M$396M+$46.3M
- CadenceCDNS2,214,774 shares · 0.9% of their software · price +$29.7M$362M+$25.4M
- HubSpotHUBS1,282,090 shares · 0.8% of their software · price −$39.1M$346M−$57.4M
- ZscalerZS2,056,695 shares · 0.8% of their software · price +$30.6M$338M+$56.3M
- ElasticESTC3,324,952 shares · 0.6% of their software · price +$13.5M$239M+$16.8M
- F5, Inc.FFIV1,595,125 shares · 0.6% of their software · price −$13.3M$231MFlat
- Fiserv, Inc.FISV2,130,240 shares · 0.5% of their software · price +$9.8M$199M+$12.4M
- Gen DigitalGEN9,835,813 shares · 0.5% of their software · price −$17.9M$198M−$6.7M
- MorningstarMORN795,328 shares · 0.4% of their software · price −$23.5M$169M+$1.9M
- ShopifySHOP6,142,691 shares · 0.4% of their software · price −$26.4M$165M−$35.5M
- WEX Inc.WEX1,288,394 shares · 0.4% of their software · price −$36.9M$164M−$10.8M
- FactSetFDS393,189 shares · 0.4% of their software · price +$6.1M$157M+$82.8M
- DatadogDDOG1,682,082 shares · 0.4% of their software · price −$10.9M$149M+$21.4M
- Block, Inc.XYZ2,546,942 shares · 0.3% of their software · price −$16.5M$140M+$2.5M
- GoDaddyGDDY1,918,400 shares · 0.3% of their software · price +$2.5M$136M+$5.4M
- AutodeskADSK636,564 shares · 0.3% of their software · price +$9.4M$119MFlat
- Five9FIVN1,557,851 shares · 0.3% of their software · price −$25.2M$117MFlat
- Ribbon Communications Inc.RBBN51,595,932 shares · 0.3% of their software · price −$42.3M$115M+$5.0M
- ZoomInfoZI2,600,907 shares · 0.3% of their software$108M—
- FortinetFTNT2,150,918 shares · 0.3% of their software · price −$16.0M$106M−$3.9M
- Q2QTWO3,181,931 shares · 0.2% of their software · price −$20.3M$102M+$6.3M
- SnowflakeSNOW598,311 shares · 0.2% of their software · price +$18.5M$102M−$36.1M
- Lyft, Inc.LYFT7,615,255 shares · 0.2% of their software · price −$838K$100M−$88.6M
- Remitly Global, Inc.RELY8,617,125 shares · 0.2% of their software · price +$29.8M$95.8M+$19.6M
- VeevaVEEV521,856 shares · 0.2% of their software · price −$17.3M$86.0M+$1.9M
- SentinelOneS3,345,799 shares · 0.2% of their software · price +$7.5M$85.5M+$34.1M
- ProcorePCOR1,612,210 shares · 0.2% of their software · price +$6.6M$79.8M+$2.8M
- GuidewireGWRE1,195,052 shares · 0.2% of their software · price −$11.2M$73.6MFlat
- Roper Technologies, Inc.ROP202,683 shares · 0.2% of their software · price −$7.1M$72.9M−$3.3M
- Clearwater AnalyticsCWAN4,300,065 shares · 0.2% of their software$72.2M—
- DigitalOceanDOCN1,972,229 shares · 0.2% of their software · price −$10.2M$71.3MFlat
- OktaOKTA1,220,017 shares · 0.2% of their software · price −$40.9M$69.4M−$40.0M
- BlackLineBL1,145,611 shares · 0.2% of their software · price −$7.7M$68.6M−$1.8M
- AkamaiAKAM853,321 shares · 0.2% of their software · price −$9.4M$68.5M+$30.7M
- PaycomPAYC195,250 shares · 0.2% of their software · price +$9.7M$64.4M−$30.5M
- DynatraceDT1,732,724 shares · 0.1% of their software · price −$8.0M$60.3M−$2.3M
- Clear Secure, Inc.YOU2,597,027 shares · 0.1% of their software · price +$7.4M$59.4M+$50.3M
- DocuSignDOCU1,078,559 shares · 0.1% of their software · price −$4.2M$57.7M−$5.9M
- nCinoNCNO1,655,148 shares · 0.1% of their software · price +$5.3M$56.5MFlat
- NetApp, Inc.NTAP907,924 shares · 0.1% of their software · price −$3.1M$56.2M−$1.7M
- CertaraCERT4,173,637 shares · 0.1% of their software · price −$34.1M$55.4M+$2.4M
- Definitive HealthcareDH3,311,447 shares · 0.1% of their software · price −$24.5M$51.5M+$6.0M
- TwilioTWLO702,686 shares · 0.1% of their software · price −$10.3M$48.6M−$55.5M
- Paychex, Inc.PAYX407,752 shares · 0.1% of their software · price −$677K$45.8M−$10.0M
- WorkivaWK582,055 shares · 0.1% of their software · price +$6.9M$45.3M+$27.5M
- PagSeguro Digital Ltd.PAGS3,396,964 shares · 0.1% of their software · price +$10.2M$44.9M−$9.4M
- LightspeedLSPD2,537,105 shares · 0.1% of their software · price −$12.0M$44.6M+$4.6M
- Shift4 Payments, Inc.FOUR997,648 shares · 0.1% of their software · price +$11.5M$44.5M−$27.1M
- Fair IsaacFICO107,513 shares · 0.1% of their software · price +$1.2M$44.3M−$1.4M
- SAPSAP541,256 shares · 0.1% of their software · price −$5.1M$44.0M+$2.2M
- BroadridgeBR280,079 shares · 0.1% of their software$40.4M−$4.7M
- ToastTOST2,350,697 shares · 0.1% of their software · price +$8.9M$39.3M+$28.9M
- JFrogFROG1,692,153 shares · 0.1% of their software · price +$1.8M$37.4M−$1.3M
- CoStarCSGP507,218 shares · 0.1% of their software · price +$4.7M$35.3M+$12.0M
- VertexVERX2,544,180 shares · 0.1% of their software · price +$6.0M$34.8M−$881K
- Tyler TechnologiesTYL99,473 shares · 0.1% of their software · price +$1.5M$34.6M−$545K
- SS&CSSNC716,778 shares · 0.1% of their software · price −$7.4M$34.2M+$3.1M
- BILLBILL258,248 shares · 0.1% of their software · price +$5.8M$34.2M−$1.9M
- Manhattan AssociatesMANH256,178 shares · 0.1% of their software · price +$4.7M$34.1MFlat
- Sprout SocialSPT523,597 shares · 0.1% of their software · price +$1.4M$31.8M+$776K
- Grab Holdings LimitedGRAB11,656,291 shares · 0.1% of their software · price +$1.2M$30.7M+$17.7M
- Global-EGLBE1,130,061 shares · 0.1% of their software · price +$7.4M$30.2M+$3.7M
- Calix, Inc.CALX468,090 shares · 0.1% of their software · price +$12.6M$28.6M+$12.0M
- QualysQLYS202,677 shares · 0.1% of their software · price +$2.7M$28.3M+$2.0M
- OpenTextOTEX1,033,135 shares · 0.1% of their software · price −$11.8M$27.3M−$6.0M
- TrimbleTRMB428,292 shares · 0.1% of their software · price −$1.7M$23.2M+$3.1M
- Full Truck Alliance Co. Ltd.YMM3,543,559 shares · 0.1% of their software · price −$8.9M$23.2MFlat
- VeriSign, Inc.VRSN132,801 shares · 0.1% of their software · price +$846K$23.1M−$14.3M
- DropboxDBX1,046,091 shares · 0.1% of their software$21.7M−$2.8M
- FlywireFLYW895,852 shares · 0.0% of their software · price +$4.8M$20.6M+$13.7M
- UnityU636,280 shares · 0.0% of their software · price −$3.2M$20.3M+$20.8M
- LiveRamp Holdings, Inc.RAMP1,067,310 shares · 0.0% of their software · price −$8.2M$19.4M−$11.5M
- Amdocs LimitedDOX234,845 shares · 0.0% of their software · price −$907K$18.7M+$5.5M
- CommvaultCVLT328,117 shares · 0.0% of their software · price −$3.2M$17.4MFlat
- BoxBOX693,590 shares · 0.0% of their software · price −$520K$16.9M+$2.1M
- PTCPTC160,276 shares · 0.0% of their software$16.8M−$2.5M
- PaylocityPCTY62,758 shares · 0.0% of their software · price +$4.2M$15.2MFlat
- GitLabGTLB272,212 shares · 0.0% of their software · price −$523K$13.9MFlat
- Health CatalystHCAT1,429,446 shares · 0.0% of their software · price −$6.8M$13.9M+$16.6M
- Check PointCHKP112,780 shares · 0.0% of their software · price −$1.1M$12.6M−$9.6M
- Donnelley Financial Solutions, Inc.DFIN332,130 shares · 0.0% of their software · price +$2.6M$12.3M−$1.9M
- eGain CorporationEGAN1,629,635 shares · 0.0% of their software · price −$3.9M$12.0M−$536K
- DoximityDOCS392,484 shares · 0.0% of their software · price −$1.8M$11.9M+$6.5M
- DescartesDSGX184,529 shares · 0.0% of their software$11.7M−$3.3M
- International Money Express, Inc.IMXI482,956 shares · 0.0% of their software · price +$1.1M$11.0M+$6.4M
- SchrödingerSDGR423,948 shares · 0.0% of their software · price −$606K$10.6MFlat
- SPS CommerceSPSC81,262 shares · 0.0% of their software · price +$909K$10.1MFlat
- CloudflareNET169,524 shares · 0.0% of their software · price +$2.0M$9.4M−$9.0M
- TeradataTDC298,281 shares · 0.0% of their software · price −$1.8M$9.3MFlat
- VaronisVRNS348,982 shares · 0.0% of their software · price −$977K$9.3M+$4.1M
- WixWIX114,152 shares · 0.0% of their software · price +$1.4M$8.9M+$4.5M
- UiPathPATH690,532 shares · 0.0% of their software · price −$3.9M$8.7M+$11.9M
- AsanaASAN358,187 shares · 0.0% of their software · price +$1.7M$8.0M+$3.1M
- Euronet Worldwide, Inc.EEFT100,047 shares · 0.0% of their software · price −$2.5M$7.6M−$1.1M
- OneSpan Inc.OSPN780,067 shares · 0.0% of their software · price −$2.6M$6.7M−$908K
- EVERTEC, Inc.EVTC212,515 shares · 0.0% of their software · price −$1.2M$6.7MFlat
- PhreesiaPHR259,991 shares · 0.0% of their software$6.6MFlat
- Payoneer Global Inc.PAYO1,076,996 shares · 0.0% of their software · price +$2.3M$6.5M+$3.4M
- ACI WorldwideACIW301,781 shares · 0.0% of their software · price −$1.5M$6.3MFlat
- NetScout Systems, Inc.NTCT199,038 shares · 0.0% of their software · price −$504K$6.2M−$22.3M
- RingCentralRNG155,248 shares · 0.0% of their software · price −$1.9M$6.2M+$5.3M
- DuolingoDUOL60,385 shares · 0.0% of their software$5.8M+$2.1M
- PagerDutyPD248,364 shares · 0.0% of their software$5.7MFlat
- Upbound Group, Inc.UPBD325,186 shares · 0.0% of their software · price −$631K$5.7M+$526K
- ProgressPRGS132,148 shares · 0.0% of their software$5.6MFlat
- BlackbaudBLKB127,184 shares · 0.0% of their software · price −$1.8M$5.6M−$4.8M
- PaymentusPAY569,141 shares · 0.0% of their software · price −$2.1M$5.5M+$2.3M
- Radware Ltd.RDWR241,240 shares · 0.0% of their software$5.3MFlat
- Rapid7RPD119,195 shares · 0.0% of their software · price −$2.8M$5.1MFlat
- Daily Journal CorporationDJCO19,496 shares · 0.0% of their software$5.0M+$4.9M
- TenableTENB142,340 shares · 0.0% of their software · price −$1.5M$5.0MFlat
- Ooma, Inc.OOMA353,772 shares · 0.0% of their software$4.4M+$2.8M
- NutanixNTNX198,318 shares · 0.0% of their software · price +$1.2M$4.1MFlat
- Sabre CorporationSABR798,415 shares · 0.0% of their software · price −$543K$4.1MFlat
- Alarm.com Holdings, Inc.ALRM63,289 shares · 0.0% of their software$4.1MFlat
- DLocal LimitedDLO193,226 shares · 0.0% of their software · price −$1.1M$4.0M+$4.9M
- Strategy IncMSTR17,173 shares · 0.0% of their software · price +$824K$3.6MFlat
- Agora, Inc.API978,655 shares · 0.0% of their software · price −$2.9M$3.6M+$1.3M
- Thryv Holdings, Inc.THRY151,664 shares · 0.0% of their software$3.5MFlat
- CourseraCOUR311,310 shares · 0.0% of their software · price −$1.1M$3.4M−$3.5M
- PegasystemsPEGA100,836 shares · 0.0% of their software · price −$1.6M$3.2MFlat
- Bandwidth Inc.BAND231,111 shares · 0.0% of their software · price −$1.6M$2.8M−$657K
- Digital TurbineAPPS184,912 shares · 0.0% of their software · price −$566K$2.7MFlat
- SamsaraIOT217,944 shares · 0.0% of their software$2.6M+$2.1M
- InterDigital, Inc.IDCC63,223 shares · 0.0% of their software · price −$1.3M$2.6M+$1.1M
- monday.comMNDY22,194 shares · 0.0% of their software$2.5M+$946K
- Alight, Inc.ALIT323,094 shares · 0.0% of their software$2.4MFlat
- Consensus Cloud Solutions, Inc.CCSI49,866 shares · 0.0% of their software$2.4M−$2.0M
- EverCommerceEVCM215,529 shares · 0.0% of their software$2.4MFlat
- C3.aiAI178,335 shares · 0.0% of their software · price −$1.0M$2.2M+$1.8M
- AppFolioAPPF19,907 shares · 0.0% of their software$2.1MFlat
- ePlus inc.PLUS46,724 shares · 0.0% of their software · price −$541K$1.9MFlat
- A10 Networks, Inc.ATEN145,550 shares · 0.0% of their software$1.9M−$7.9M
- Cerence Inc.CRNC122,514 shares · 0.0% of their software · price −$1.2M$1.9M−$1.4M
- FastlyFSLY188,032 shares · 0.0% of their software$1.7M+$802K
- Bentley SystemsBSY52,766 shares · 0.0% of their software$1.6MFlat
- AppianAPPN37,871 shares · 0.0% of their software$1.5MFlat
- StoneCo Ltd.STNE152,276 shares · 0.0% of their software$1.5M−$1.0M
- PDF Solutions, Inc.PDFS58,537 shares · 0.0% of their software$1.4MFlat
- FreshworksFRSH105,988 shares · 0.0% of their software$1.4M−$39.4M
- Mitek Systems, Inc.MITK138,319 shares · 0.0% of their software$1.3MFlat
- Repay Holdings CorporationRPAY179,281 shares · 0.0% of their software · price −$1.0M$1.3M−$38.3M
- PalantirPLTR138,585 shares · 0.0% of their software$1.1M−$6.8M
- Rackspace Technology, Inc.RXT273,012 shares · 0.0% of their software · price −$844K$1.1MFlat
- Telos CorporationTLS120,570 shares · 0.0% of their software$1.1MFlat
- Agilysys, Inc.AGYS18,807 shares · 0.0% of their software$1.0MFlat
- DoubleVerifyDV36,695 shares · 0.0% of their software$1.0M+$525K
- N-ableNABL107,802 shares · 0.0% of their software$995KFlat
- AppLovinAPP50,623 shares · 0.0% of their software · price −$757K$986K+$1.4M
- Cognyte Software Ltd.CGNT237,398 shares · 0.0% of their software$959K−$1.1M
- Commerce.com, Inc.CMRC58,697 shares · 0.0% of their software$869K−$948K
- PAR Technology CorporationPAR29,319 shares · 0.0% of their software$866KFlat
- Simulations PlusSLP16,975 shares · 0.0% of their software$824K−$1.7M
- Viant Technology Inc.DSP188,595 shares · 0.0% of their software$794KFlat
- NICENICE4,161 shares · 0.0% of their software$783KFlat
- AmplitudeAMPL50,107 shares · 0.0% of their software$775KFlat
- MagniteMGNI117,069 shares · 0.0% of their software$769KFlat
- SprinklrCXM76,967 shares · 0.0% of their software$710KFlat
- Zeta GlobalZETA106,382 shares · 0.0% of their software$703KFlat
- BlackBerry LimitedBB126,616 shares · 0.0% of their software$595KFlat
- Endava plcDAVA7,360 shares · 0.0% of their software$594K−$519K
- YextYEXT129,247 shares · 0.0% of their software$577K−$1.5M
- DomoDOMO30,377 shares · 0.0% of their software$547K—
- Intapp, Inc.INTA26,569 shares · 0.0% of their software$496KFlat
- AlkamiALKT31,377 shares · 0.0% of their software$472KFlat
- AvePointAVPT102,650 shares · 0.0% of their software$411KFlat
- BrazeBRZE11,500 shares · 0.0% of their software$401KFlat
- PubMaticPUBM23,502 shares · 0.0% of their software$391K−$1.7M
- 8x8EGHT110,720 shares · 0.0% of their software$382K—
- Rimini Street, Inc.RMNI71,659 shares · 0.0% of their software$334KFlat
- SmartRent, Inc.SMRT112,497 shares · 0.0% of their software$255KFlat
- i3 Verticals, Inc.IIIV12,480 shares · 0.0% of their software$250KFlat
- Blend Labs, Inc.BLND101,097 shares · 0.0% of their software$223KFlat
- Cellebrite DI Ltd.CLBT56,416 shares · 0.0% of their software$221KFlat
- Tucows Inc.TCX5,498 shares · 0.0% of their software$206KFlat
- SimilarwebSMWB34,672 shares · 0.0% of their software$203KFlat
- Kingsoft Cloud Holdings LimitedKC99,466 shares · 0.0% of their software$198KFlat
- CS Disco, Inc.LAW18,580 shares · 0.0% of their software$186KFlat
- Allot Ltd.ALLT47,093 shares · 0.0% of their software$185K−$1.3M
- Yalla Group LimitedYALA46,212 shares · 0.0% of their software$150KFlat
- SoundThinking, Inc.SSTI4,959 shares · 0.0% of their software$142KFlat
- DHI Group, Inc.DHX23,366 shares · 0.0% of their software$126KFlat
- Veritone, Inc.VERI21,424 shares · 0.0% of their software$121KFlat
- Red Violet, Inc.RDVT6,252 shares · 0.0% of their software$108KFlat
- SemrushSEMR9,673 shares · 0.0% of their software$108K—
- NextNav Inc.NN36,304 shares · 0.0% of their software$98KFlat
- Nerdy Inc.NRDY29,714 shares · 0.0% of their software$63KFlat
- Priority Technology Holdings, Inc.PRTH9,579 shares · 0.0% of their software$43KFlat
- VirTra, Inc.VTSI6,188 shares · 0.0% of their software$33KFlat
- Riskified Ltd.RSKD4,500 shares · 0.0% of their software$18KFlat
- Sportradar Group AGSRAD1,675 shares · 0.0% of their software$15KFlat
- Rekor Systems, Inc.REKR10,571 shares · 0.0% of their software$11KFlat
- Immersion CorporationIMMR1,226 shares · 0.0% of their software$7KFlat
- Asure Software, Inc.ASUR898 shares · 0.0% of their software$5KNew · Flat
- CCC Intelligent Solutions Holdings Inc.CCC564 shares · 0.0% of their software$5KFlat
- Expensify, Inc.EXFY61 shares · 0.0% of their software$1KFlat
- SoundHound AI, Inc.SOUN400 shares · 0.0% of their software$1KNew · Flat