Generalist · New York, NY
Morgan Stanley
Q1 2017 · compared with Q4 2016
- Software
- $11.4B
- Weight of 13F
- 3.6%
- Names
- 102
- Net bought
- +$491M
Filed 12 May 2017 · SEC filing.
6,272 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—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT59,307,887 shares · 34.2% of their software · price +$221M$3.9B−$322M
- SalesforceCRM15,458,409 shares · 11.2% of their software · price +$217M$1.3B+$21.9M
- WorkdayWDAY11,905,625 shares · 8.7% of their software · price +$205M$992M+$219M
- Automatic Data Processing, Inc.ADP8,782,695 shares · 7.9% of their software · price −$3.4M$899M−$10.7M
- OracleORCL18,967,335 shares · 7.4% of their software · price +$117M$846M+$146M
- VeevaVEEV8,439,930 shares · 3.8% of their software · price +$89.3M$433M+$182M
- IntuitINTU3,478,799 shares · 3.5% of their software · price +$4.8M$404M+$111M
- ServiceNowNOW3,769,490 shares · 2.9% of their software · price +$49.5M$330M−$17.2M
- VeriskVRSK3,787,126 shares · 2.7% of their software$307M+$11.1M
- AdobeADBE1,624,287 shares · 1.8% of their software · price +$44.1M$211M+$57.4M
- Palo Alto NetworksPANW1,530,821 shares · 1.5% of their software · price −$18.9M$172M−$25.8M
- Paychex, Inc.PAYX2,786,888 shares · 1.4% of their software · price −$5.5M$164M+$36.6M
- SAPSAP1,659,689 shares · 1.4% of their software · price +$19.5M$163M+$72.1M
- F5, Inc.FFIV829,117 shares · 1.0% of their software · price −$1.8M$118M+$75.7M
- NetApp, Inc.NTAP2,336,205 shares · 0.9% of their software · price +$15.4M$97.8M−$5.2M
- SynopsysSNPS1,081,098 shares · 0.7% of their software · price +$14.3M$78.0M+$38.7M
- AkamaiAKAM1,019,622 shares · 0.5% of their software · price −$7.1M$60.9M+$30.1M
- Fiserv, Inc.FISV518,627 shares · 0.5% of their software · price +$4.7M$59.8M−$3.5M
- Roper Technologies, Inc.ROP279,450 shares · 0.5% of their software · price +$6.5M$57.7M+$19.7M
- TeradataTDC1,631,652 shares · 0.4% of their software · price +$6.4M$50.8M−$8.9M
- ShopifySHOP643,902 shares · 0.4% of their software · price +$16.2M$43.8M+$14.9M
- PTCPTC803,573 shares · 0.4% of their software · price +$5.0M$42.2M+$18.2M
- FortinetFTNT1,035,756 shares · 0.3% of their software · price +$8.5M$39.7M−$5.4M
- GuidewireGWRE672,680 shares · 0.3% of their software · price +$4.7M$37.9M−$7.8M
- Sabre CorporationSABR1,699,398 shares · 0.3% of their software · price −$6.4M$36.0M+$18.6M
- CadenceCDNS1,127,025 shares · 0.3% of their software · price +$7.0M$35.4MFlat
- OpenTextOTEX922,320 shares · 0.3% of their software · price −$25.6M$31.4M+$14.8M
- BroadridgeBR454,416 shares · 0.3% of their software · price +$750K$30.9M+$9.6M
- AutodeskADSK334,351 shares · 0.3% of their software · price +$4.2M$28.9M−$29.7M
- Fair IsaacFICO182,034 shares · 0.2% of their software · price +$1.8M$23.5M−$1.8M
- Strategy IncMSTR117,999 shares · 0.2% of their software · price −$1.1M$22.2M−$2.6M
- TrimbleTRMB660,886 shares · 0.2% of their software · price +$1.2M$21.2M+$3.1M
- Radware Ltd.RDWR1,243,004 shares · 0.2% of their software · price +$2.0M$20.1M−$12.4M
- FactSetFDS118,859 shares · 0.2% of their software$19.6M+$2.7M
- HubSpotHUBS313,625 shares · 0.2% of their software · price +$4.2M$19.0M−$3.9M
- VeriSign, Inc.VRSN193,571 shares · 0.1% of their software · price +$2.1M$16.9M−$3.6M
- WixWIX243,415 shares · 0.1% of their software · price +$5.7M$16.5M+$1.5M
- Check PointCHKP160,434 shares · 0.1% of their software · price +$2.9M$16.5M+$1.2M
- Amdocs LimitedDOX249,278 shares · 0.1% of their software · price +$683K$15.2M−$15.3M
- DescartesDSGX633,028 shares · 0.1% of their software · price +$950K$14.5M+$7.5M
- NetScout Systems, Inc.NTCT377,280 shares · 0.1% of their software · price +$2.4M$14.3M−$2.0M
- BlackBerry LimitedBB1,820,475 shares · 0.1% of their software · price +$1.6M$14.1M+$1.0M
- Manhattan AssociatesMANH258,014 shares · 0.1% of their software$13.4M−$4.0M
- InterDigital, Inc.IDCC151,902 shares · 0.1% of their software · price −$767K$13.1M−$13.4M
- TwilioTWLO386,782 shares · 0.1% of their software$11.2M−$41.2M
- Tyler TechnologiesTYL71,848 shares · 0.1% of their software · price +$847K$11.1M+$2.0M
- EVERTEC, Inc.EVTC692,634 shares · 0.1% of their software · price −$1.3M$11.0M+$574K
- BlackbaudBLKB140,551 shares · 0.1% of their software · price +$1.8M$10.8M−$5.4M
- ProgressPRGS370,821 shares · 0.1% of their software · price −$1.1M$10.8M+$6.1M
- CoStarCSGP48,211 shares · 0.1% of their software · price +$903K$10.0M−$5.8M
- PaycomPAYC165,780 shares · 0.1% of their software · price +$2.0M$9.5M−$2.6M
- NICENICE137,682 shares · 0.1% of their software$9.4M+$5.5M
- Block, Inc.XYZ533,009 shares · 0.1% of their software · price +$1.9M$9.2M−$6.0M
- ACI WorldwideACIW405,595 shares · 0.1% of their software · price +$1.3M$8.7M−$2.3M
- Euronet Worldwide, Inc.EEFT93,281 shares · 0.1% of their software · price +$1.2M$8.0M+$2.6M
- WEX Inc.WEX74,299 shares · 0.1% of their software · price −$602K$7.7M+$1.9M
- Donnelley Financial Solutions, Inc.DFIN372,863 shares · 0.1% of their software · price −$1.4M$7.2MFlat
- CommvaultCVLT137,102 shares · 0.1% of their software$7.0M−$6.9M
- BoxBOX423,613 shares · 0.1% of their software · price +$1.0M$6.9M−$2.5M
- The Trade DeskTTD163,528 shares · 0.1% of their software · price +$1.6M$6.1M+$4.1M
- Xunlei LimitedXNET1,432,847 shares · 0.1% of their software$5.8MFlat
- Five9FIVN317,430 shares · 0.0% of their software · price +$721K$5.2M+$3.0M
- MorningstarMORN63,337 shares · 0.0% of their software$5.0M−$2.7M
- WorkivaWK313,859 shares · 0.0% of their software · price +$628K$4.9M−$13.2M
- NutanixNTNX249,427 shares · 0.0% of their software · price −$1.9M$4.7M−$30.4M
- RingCentralRNG158,745 shares · 0.0% of their software · price +$1.2M$4.5M−$2.5M
- ePlus inc.PLUS31,811 shares · 0.0% of their software · price +$631K$4.3M+$1.1M
- Lesaka Technologies, Inc.LSAK292,431 shares · 0.0% of their software$3.6MFlat
- A10 Networks, Inc.ATEN362,776 shares · 0.0% of their software$3.3MFlat
- 8x8EGHT205,738 shares · 0.0% of their software$3.1M—
- Alarm.com Holdings, Inc.ALRM101,419 shares · 0.0% of their software$3.1M+$1.9M
- GoDaddyGDDY70,970 shares · 0.0% of their software$2.7M+$1.2M
- PegasystemsPEGA57,606 shares · 0.0% of their software$2.5M−$2.1M
- SS&CSSNC68,032 shares · 0.0% of their software$2.4M+$1.1M
- SPS CommerceSPSC39,823 shares · 0.0% of their software$2.3M−$1.9M
- QualysQLYS41,704 shares · 0.0% of their software$1.6M−$8.2M
- DHI Group, Inc.DHX384,208 shares · 0.0% of their software · price −$884K$1.5M+$731K
- Q2QTWO41,294 shares · 0.0% of their software$1.4M−$1.0M
- VaronisVRNS43,898 shares · 0.0% of their software$1.4M−$11.9M
- MIND C.T.I. LtdMNDO516,370 shares · 0.0% of their software$1.3MFlat
- PaylocityPCTY29,399 shares · 0.0% of their software$1.1M−$1.5M
- Immersion CorporationIMMR125,246 shares · 0.0% of their software$1.1M−$594K
- Ooma, Inc.OOMA108,751 shares · 0.0% of their software$1.1M+$759K
- Rapid7RPD68,231 shares · 0.0% of their software$1.0MFlat
- PDF Solutions, Inc.PDFS37,997 shares · 0.0% of their software$860K−$991K
- Mitek Systems, Inc.MITK119,303 shares · 0.0% of their software$794K−$584K
- BlackLineBL25,832 shares · 0.0% of their software$768KFlat
- Tucows Inc.TCX14,696 shares · 0.0% of their software$750KFlat
- Upbound Group, Inc.UPBD77,948 shares · 0.0% of their software$692K−$10.3M
- Daily Journal CorporationDJCO2,260 shares · 0.0% of their software$485KFlat
- Calix, Inc.CALX65,363 shares · 0.0% of their software$474KFlat
- AppFolioAPPF16,814 shares · 0.0% of their software$458KFlat
- ReposiTrak, Inc.TRAK24,336 shares · 0.0% of their software$301KFlat
- Simulations PlusSLP19,313 shares · 0.0% of their software$228KFlat
- Agilysys, Inc.AGYS20,066 shares · 0.0% of their software$190KFlat
- Asure Software, Inc.ASUR17,391 shares · 0.0% of their software$178KFlat
- eGain CorporationEGAN17,200 shares · 0.0% of their software$25KFlat
- Allot Ltd.ALLT4,093 shares · 0.0% of their software$19KFlat
- NetSol Technologies, Inc.NTWK2,176 shares · 0.0% of their software$11KFlat
- Digital TurbineAPPS1,360 shares · 0.0% of their software$1KFlat
- Intellicheck, Inc.IDN259 shares · 0.0% of their software$1KFlat
- Materialise NVMTLS60 shares · 0.0% of their software$1KNew · Flat