Generalist · New York, NY
Morgan Stanley
Q2 2016 · first quarter on file
- Software
- $8.2B
- Weight of 13F
- 3.0%
- Names
- 96
- Net bought
- —
Filed 12 August 2016 · SEC filing.
6,230 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 2026341 names$126B−$77.0M
- Q1 2026331 names$118B+$3.1B
- Q4 2025321 names$149B+$14.0B
- Q3 2025318 names$167B+$2.1B
- Q2 2025301 names$161B+$261M
- Q1 2025299 names$130B+$790M
- Q4 2024290 names$141B+$494M
- Q3 2024283 names$134B+$9.1B
- Q2 2024281 names$134B+$1.2B
- Q1 2024266 names$132B−$3.2B
- Q4 2023252 names$124B+$515M
- Q3 2023247 names$103B−$1.2B
- Q2 2023240 names$109B+$494M
- Q1 2023240 names$92.8B+$473M
- Q4 2022239 names$78.5B+$8.5B
- Q3 2022231 names$69.6B+$2.3B
- Q2 2022228 names$73.2B+$66.3B
- Q1 2022229 names$82.3B−$1.6B
- Q4 2021230 names$102B+$2.5B
- Q3 2021219 names$97.9B−$3.1B
- Q2 2021198 names$100B+$20.2B
- Q1 2021175 names$80.8B+$4.0B
- Q4 2020168 names$78.8B+$2.2B
- Q3 2020163 names$67.9B+$2.7B
- Q2 2020151 names$54.7B+$1.2B
- Q1 2020145 names$34.9B+$1.5B
- Q4 2019146 names$34.1B+$4.8B
- Q3 2019140 names$26.6B+$101M
- Q2 2019135 names$28.0B−$324M
- Q1 2019128 names$25.9B−$181M
- Q4 2018125 names$20.9B+$1.9B
- Q3 2018122 names$21.9B+$1.2B
- Q2 2018120 names$17.5B+$1.4B
- Q1 2018116 names$14.8B−$289M
- Q4 2017112 names$13.7B−$85.7M
- Q3 2017107 names$12.6B−$444M
- Q2 2017108 names$12.4B+$86.0M
- Q1 2017102 names$11.4B+$491M
- Q4 2016101 names$9.9B+$506M
- Q3 2016100 names$9.4B+$666M
- Q2 201696 names$8.2B—
Software held
- MicrosoftMSFT63,135,334 shares · 39.5% of their software$3.2B—
- SalesforceCRM14,307,446 shares · 13.9% of their software$1.1B—
- Automatic Data Processing, Inc.ADP8,762,530 shares · 9.9% of their software$805M—
- OracleORCL13,006,059 shares · 6.5% of their software$532M—
- WorkdayWDAY6,861,987 shares · 6.3% of their software$512M—
- IntuitINTU2,422,430 shares · 3.3% of their software$270M—
- Palo Alto NetworksPANW1,757,568 shares · 2.6% of their software$216M—
- ServiceNowNOW2,817,544 shares · 2.3% of their software$187M—
- VeriskVRSK1,794,158 shares · 1.8% of their software$145M—
- AdobeADBE1,073,716 shares · 1.3% of their software$103M—
- Paychex, Inc.PAYX1,595,396 shares · 1.2% of their software$94.9M—
- SAPSAP828,513 shares · 0.8% of their software$62.2M—
- VeevaVEEV1,808,816 shares · 0.8% of their software$61.7M—
- Fiserv, Inc.FISV529,220 shares · 0.7% of their software$57.5M—
- Amdocs LimitedDOX801,452 shares · 0.6% of their software$46.3M—
- GuidewireGWRE706,159 shares · 0.5% of their software$43.6M—
- TeradataTDC1,651,201 shares · 0.5% of their software$41.4M—
- FortinetFTNT1,187,637 shares · 0.5% of their software$37.5M—
- Check PointCHKP459,373 shares · 0.4% of their software$36.6M—
- OpenTextOTEX605,210 shares · 0.4% of their software$35.8M—
- VeriSign, Inc.VRSN404,111 shares · 0.4% of their software$34.9M—
- AutodeskADSK523,221 shares · 0.3% of their software$28.3M—
- Sabre CorporationSABR988,443 shares · 0.3% of their software$26.5M—
- AkamaiAKAM466,599 shares · 0.3% of their software$26.1M—
- Euronet Worldwide, Inc.EEFT368,863 shares · 0.3% of their software$25.5M—
- Strategy IncMSTR133,238 shares · 0.3% of their software$23.3M—
- VaronisVRNS955,099 shares · 0.3% of their software$22.9M—
- WorkivaWK1,645,100 shares · 0.3% of their software$22.5M—
- Upbound Group, Inc.UPBD1,711,550 shares · 0.3% of their software$21.0M—
- Roper Technologies, Inc.ROP112,393 shares · 0.2% of their software$19.2M—
- Manhattan AssociatesMANH292,862 shares · 0.2% of their software$18.8M—
- NetApp, Inc.NTAP741,117 shares · 0.2% of their software$18.2M—
- F5, Inc.FFIV155,541 shares · 0.2% of their software$17.7M—
- Radware Ltd.RDWR1,440,558 shares · 0.2% of their software$16.2M—
- BroadridgeBR239,304 shares · 0.2% of their software$15.6M—
- EVERTEC, Inc.EVTC858,524 shares · 0.2% of their software$13.3M—
- FactSetFDS82,478 shares · 0.2% of their software$13.3M—
- SynopsysSNPS208,930 shares · 0.1% of their software$11.3M—
- CadenceCDNS463,604 shares · 0.1% of their software$11.3M—
- CommvaultCVLT260,642 shares · 0.1% of their software$11.3M—
- TrimbleTRMB386,370 shares · 0.1% of their software$9.4M—
- InterDigital, Inc.IDCC160,171 shares · 0.1% of their software$8.9M—
- BlackBerry LimitedBB1,175,947 shares · 0.1% of their software$7.9M—
- MorningstarMORN91,513 shares · 0.1% of their software$7.5M—
- Fair IsaacFICO59,053 shares · 0.1% of their software$6.7M—
- BlackbaudBLKB90,821 shares · 0.1% of their software$6.2M—
- Xunlei LimitedXNET1,066,671 shares · 0.1% of their software$5.6M—
- Block, Inc.XYZ606,615 shares · 0.1% of their software$5.5M—
- Tyler TechnologiesTYL32,777 shares · 0.1% of their software$5.5M—
- RingCentralRNG212,820 shares · 0.1% of their software$4.2M—
- PTCPTC99,722 shares · 0.0% of their software$3.7M—
- Lesaka Technologies, Inc.LSAK369,421 shares · 0.0% of their software$3.7M—
- NICENICE51,161 shares · 0.0% of their software$3.3M—
- NetScout Systems, Inc.NTCT143,757 shares · 0.0% of their software$3.2M—
- SS&CSSNC109,069 shares · 0.0% of their software$3.1M—
- PaycomPAYC70,526 shares · 0.0% of their software$3.0M—
- ShopifySHOP95,004 shares · 0.0% of their software$2.9M—
- QualysQLYS92,750 shares · 0.0% of their software$2.8M—
- WEX Inc.WEX30,871 shares · 0.0% of their software$2.7M—
- CoStarCSGP10,905 shares · 0.0% of their software$2.4M—
- BoxBOX218,101 shares · 0.0% of their software$2.3M—
- DescartesDSGX117,695 shares · 0.0% of their software$2.2M—
- DHI Group, Inc.DHX334,944 shares · 0.0% of their software$2.1M—
- ACI WorldwideACIW104,619 shares · 0.0% of their software$2.0M—
- WixWIX49,626 shares · 0.0% of their software$1.5M—
- HubSpotHUBS28,925 shares · 0.0% of their software$1.3M—
- SPS CommerceSPSC19,872 shares · 0.0% of their software$1.2M—
- PegasystemsPEGA40,310 shares · 0.0% of their software$1.1M—
- A10 Networks, Inc.ATEN166,683 shares · 0.0% of their software$1.1M—
- Mitek Systems, Inc.MITK131,930 shares · 0.0% of their software$937K—
- ePlus inc.PLUS11,075 shares · 0.0% of their software$905K—
- MIND C.T.I. LtdMNDO263,600 shares · 0.0% of their software$562K—
- Simulations PlusSLP73,011 shares · 0.0% of their software$552K—
- Tucows Inc.TCX21,390 shares · 0.0% of their software$520K—
- ProgressPRGS16,710 shares · 0.0% of their software$460K—
- PaylocityPCTY10,354 shares · 0.0% of their software$447K—
- GoDaddyGDDY14,148 shares · 0.0% of their software$441K—
- TwilioTWLO9,560 shares · 0.0% of their software$349K—
- PDF Solutions, Inc.PDFS23,363 shares · 0.0% of their software$326K—
- Five9FIVN25,102 shares · 0.0% of their software$299K—
- Rapid7RPD15,320 shares · 0.0% of their software$192K—
- Daily Journal CorporationDJCO800 shares · 0.0% of their software$189K—
- Allot Ltd.ALLT36,487 shares · 0.0% of their software$179K—
- Alarm.com Holdings, Inc.ALRM6,124 shares · 0.0% of their software$157K—
- AppFolioAPPF10,252 shares · 0.0% of their software$149K—
- Ooma, Inc.OOMA13,976 shares · 0.0% of their software$114K—
- 8x8EGHT7,098 shares · 0.0% of their software$105K—
- Asure Software, Inc.ASUR16,014 shares · 0.0% of their software$75K—
- Q2QTWO1,652 shares · 0.0% of their software$46K—
- Calix, Inc.CALX6,345 shares · 0.0% of their software$44K—
- NetSol Technologies, Inc.NTWK5,601 shares · 0.0% of their software$33K—
- ReposiTrak, Inc.TRAK3,542 shares · 0.0% of their software$32K—
- Digital TurbineAPPS17,209 shares · 0.0% of their software$18K—
- Agilysys, Inc.AGYS417 shares · 0.0% of their software$4K—
- Immersion CorporationIMMR350 shares · 0.0% of their software$3K—
- eGain CorporationEGAN400 shares · 0.0% of their software$1K—