Generalist · New York, NY
Morgan Stanley
Q3 2017 · compared with Q2 2017
- Software
- $12.6B
- Weight of 13F
- 3.8%
- Names
- 107
- Net bought
- −$444M
Filed 14 November 2017 · SEC filing.
6,249 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
- MicrosoftMSFT62,207,089 shares · 36.7% of their software · price +$346M$4.6BFlat
- SalesforceCRM15,586,483 shares · 11.5% of their software · price +$106M$1.5B−$39.7M
- Automatic Data Processing, Inc.ADP7,998,041 shares · 6.9% of their software · price +$54.9M$874M−$102M
- OracleORCL17,556,400 shares · 6.7% of their software · price −$31.4M$849M+$49.7M
- WorkdayWDAY7,442,082 shares · 6.2% of their software · price +$62.4M$784M−$231M
- ServiceNowNOW6,657,779 shares · 6.2% of their software · price +$76.8M$782M−$27.6M
- VeevaVEEV9,962,274 shares · 4.5% of their software · price −$48.8M$562M+$80.2M
- IntuitINTU2,552,508 shares · 2.9% of their software · price +$23.8M$363M+$15.6M
- VeriskVRSK3,782,688 shares · 2.5% of their software · price −$4.5M$315M−$11.6M
- AdobeADBE1,764,648 shares · 2.1% of their software · price +$13.7M$263M+$54.1M
- Palo Alto NetworksPANW1,046,918 shares · 1.2% of their software · price +$10.8M$151M−$23.1M
- SAPSAP1,253,705 shares · 1.1% of their software · price +$6.2M$137M−$12.1M
- Paychex, Inc.PAYX2,216,751 shares · 1.1% of their software · price +$6.7M$133M−$13.8M
- Fiserv, Inc.FISV590,333 shares · 0.6% of their software · price +$3.9M$76.1M−$1.8M
- F5, Inc.FFIV527,554 shares · 0.5% of their software · price −$3.4M$63.6M−$18.1M
- Roper Technologies, Inc.ROP222,301 shares · 0.4% of their software · price +$2.6M$54.1M+$18.7M
- Sabre CorporationSABR2,882,055 shares · 0.4% of their software · price −$10.6M$52.2M−$6.8M
- AutodeskADSK451,309 shares · 0.4% of their software · price +$5.2M$50.7M−$57.6M
- BroadridgeBR569,104 shares · 0.4% of their software · price +$3.0M$46.0M+$11.2M
- GuidewireGWRE495,471 shares · 0.3% of their software · price +$4.5M$38.6M−$21.2M
- ShopifySHOP326,093 shares · 0.3% of their software · price +$9.6M$38.0M−$32.5M
- HubSpotHUBS451,541 shares · 0.3% of their software · price +$8.3M$38.0M−$5.7M
- Block, Inc.XYZ1,310,761 shares · 0.3% of their software · price +$7.0M$37.8M−$44.5M
- FactSetFDS200,987 shares · 0.3% of their software · price +$2.8M$36.2M+$13.3M
- NetApp, Inc.NTAP706,845 shares · 0.2% of their software · price +$2.6M$30.9M−$47.8M
- FortinetFTNT861,670 shares · 0.2% of their software · price −$1.4M$30.9M+$2.1M
- OpenTextOTEX952,254 shares · 0.2% of their software · price +$714K$30.7MFlat
- TrimbleTRMB769,671 shares · 0.2% of their software · price +$2.8M$30.2M+$5.7M
- CoStarCSGP106,304 shares · 0.2% of their software$28.5M+$14.9M
- AkamaiAKAM580,985 shares · 0.2% of their software · price −$633K$28.3M+$6.8M
- Fair IsaacFICO192,860 shares · 0.2% of their software$27.1M+$6.0M
- Amdocs LimitedDOX402,545 shares · 0.2% of their software$25.9M+$886K
- InterDigital, Inc.IDCC340,893 shares · 0.2% of their software · price −$1.2M$25.1M+$13.4M
- Manhattan AssociatesMANH558,957 shares · 0.2% of their software · price −$3.6M$23.2M+$8.0M
- Strategy IncMSTR180,929 shares · 0.2% of their software · price −$11.6M$23.1M+$13.2M
- NetScout Systems, Inc.NTCT693,383 shares · 0.2% of their software · price −$1.4M$22.4M+$9.9M
- Check PointCHKP193,743 shares · 0.2% of their software · price +$957K$22.1M−$5.7M
- VeriSign, Inc.VRSN206,663 shares · 0.2% of their software · price +$2.8M$22.0M−$3.9M
- Tyler TechnologiesTYL125,960 shares · 0.2% of their software$22.0M+$12.5M
- BlackbaudBLKB241,214 shares · 0.2% of their software$21.2M+$5.0M
- SynopsysSNPS253,346 shares · 0.2% of their software · price +$1.9M$20.4M−$28.9M
- TwilioTWLO682,308 shares · 0.2% of their software · price +$505K$20.4M+$8.7M
- Euronet Worldwide, Inc.EEFT209,743 shares · 0.2% of their software · price +$1.6M$19.9M+$6.9M
- BlackBerry LimitedBB1,775,558 shares · 0.2% of their software · price +$2.1M$19.9M+$7.5M
- Radware Ltd.RDWR1,014,755 shares · 0.1% of their software · price −$690K$17.1M−$2.5M
- PTCPTC289,868 shares · 0.1% of their software$16.3M+$4.9M
- CadenceCDNS402,292 shares · 0.1% of their software · price +$2.4M$15.9M−$16.3M
- DescartesDSGX562,110 shares · 0.1% of their software · price +$1.7M$15.4MFlat
- EVERTEC, Inc.EVTC921,035 shares · 0.1% of their software · price −$1.3M$14.6M+$1.9M
- GoDaddyGDDY332,300 shares · 0.1% of their software$14.5M+$7.9M
- PaycomPAYC180,033 shares · 0.1% of their software · price +$1.2M$13.5MFlat
- ProgressPRGS346,931 shares · 0.1% of their software · price +$2.5M$13.2M−$5.4M
- NICENICE160,090 shares · 0.1% of their software$13.0M+$2.7M
- NutanixNTNX573,615 shares · 0.1% of their software · price +$1.3M$12.8M+$5.4M
- TeradataTDC297,496 shares · 0.1% of their software · price +$1.3M$10.1M−$7.5M
- WEX Inc.WEX87,055 shares · 0.1% of their software · price +$692K$9.8M+$3.5M
- ACI WorldwideACIW410,119 shares · 0.1% of their software$9.3M+$2.4M
- OktaOKTA303,182 shares · 0.1% of their software · price +$1.6M$8.6M+$1.1M
- CommvaultCVLT139,467 shares · 0.1% of their software · price +$607K$8.5M+$2.0M
- BoxBOX437,284 shares · 0.1% of their software$8.4M−$1.2M
- Xunlei LimitedXNET1,704,588 shares · 0.1% of their software · price +$1.7M$7.2MFlat
- SS&CSSNC164,759 shares · 0.1% of their software$6.6M+$799K
- QualysQLYS123,467 shares · 0.1% of their software · price +$1.4M$6.4M+$3.0M
- RingCentralRNG126,767 shares · 0.0% of their software · price +$659K$5.3M+$552K
- The Trade DeskTTD85,547 shares · 0.0% of their software · price +$975K$5.3M+$1.5M
- PaylocityPCTY96,280 shares · 0.0% of their software$4.7M+$2.3M
- MorningstarMORN53,844 shares · 0.0% of their software$4.6M−$1.5M
- Upbound Group, Inc.UPBD392,713 shares · 0.0% of their software$4.5M+$3.7M
- ePlus inc.PLUS46,824 shares · 0.0% of their software · price +$859K$4.3M−$562K
- Alarm.com Holdings, Inc.ALRM91,268 shares · 0.0% of their software · price +$689K$4.1M−$1.2M
- SPS CommerceSPSC68,236 shares · 0.0% of their software$3.9M+$2.2M
- VaronisVRNS83,311 shares · 0.0% of their software$3.5M+$759K
- PegasystemsPEGA59,001 shares · 0.0% of their software$3.4M−$621K
- AppFolioAPPF57,196 shares · 0.0% of their software · price +$878K$2.7MFlat
- WorkivaWK125,515 shares · 0.0% of their software$2.6M−$1.2M
- Rapid7RPD122,312 shares · 0.0% of their software$2.2M+$1.1M
- Donnelley Financial Solutions, Inc.DFIN94,088 shares · 0.0% of their software$2.0M+$1.2M
- Q2QTWO48,041 shares · 0.0% of their software$2.0MFlat
- AppianAPPN65,857 shares · 0.0% of their software · price +$679K$1.9MFlat
- MIND C.T.I. LtdMNDO676,470 shares · 0.0% of their software$1.8MFlat
- Tucows Inc.TCX29,833 shares · 0.0% of their software$1.7M+$655K
- Five9FIVN72,742 shares · 0.0% of their software$1.7M−$603K
- 8x8EGHT123,468 shares · 0.0% of their software$1.7M—
- Veritone, Inc.VERI36,638 shares · 0.0% of their software · price +$1.2M$1.7MFlat
- BlackLineBL44,358 shares · 0.0% of their software$1.5M+$539K
- Mitek Systems, Inc.MITK139,291 shares · 0.0% of their software$1.3MFlat
- DHI Group, Inc.DHX409,210 shares · 0.0% of their software$1.1M−$609K
- Immersion CorporationIMMR125,891 shares · 0.0% of their software$1.0MFlat
- A10 Networks, Inc.ATEN116,892 shares · 0.0% of their software$884K−$1.4M
- Simulations PlusSLP56,380 shares · 0.0% of their software$874KFlat
- PDF Solutions, Inc.PDFS53,876 shares · 0.0% of their software$834KFlat
- YextYEXT57,635 shares · 0.0% of their software$766KFlat
- Lesaka Technologies, Inc.LSAK73,223 shares · 0.0% of their software$713K−$2.7M
- Ooma, Inc.OOMA49,595 shares · 0.0% of their software$523KFlat
- Daily Journal CorporationDJCO2,277 shares · 0.0% of their software$498KFlat
- Agilysys, Inc.AGYS30,439 shares · 0.0% of their software$363KFlat
- WixWIX4,295 shares · 0.0% of their software$309K−$49.0M
- ReposiTrak, Inc.TRAK24,205 shares · 0.0% of their software$294KFlat
- Calix, Inc.CALX56,875 shares · 0.0% of their software$287KFlat
- Digital TurbineAPPS101,360 shares · 0.0% of their software$153KFlat
- Asure Software, Inc.ASUR4,740 shares · 0.0% of their software$59KFlat
- PAR Technology CorporationPAR1,080 shares · 0.0% of their software$11KFlat
- Allot Ltd.ALLT1,813 shares · 0.0% of their software$10KFlat
- SoundThinking, Inc.SSTI744 shares · 0.0% of their software$10KFlat
- NetSol Technologies, Inc.NTWK2,176 shares · 0.0% of their software$8KFlat
- Materialise NVMTLS210 shares · 0.0% of their software$3KFlat
- eGain CorporationEGAN400 shares · 0.0% of their software$1KFlat