Generalist · New York, NY
Morgan Stanley
Q4 2017 · compared with Q3 2017
- Software
- $13.7B
- Weight of 13F
- 3.8%
- Names
- 112
- Net bought
- −$85.7M
Filed 14 February 2018 · SEC filing.
6,281 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 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
- MicrosoftMSFT61,863,441 shares · 38.6% of their software · price +$684M$5.3BFlat
- SalesforceCRM14,659,996 shares · 10.9% of their software · price +$129M$1.5B−$86.6M
- Automatic Data Processing, Inc.ADP6,734,151 shares · 5.8% of their software · price +$53.0M$789M−$138M
- OracleORCL15,894,510 shares · 5.5% of their software · price −$17.0M$751M−$80.4M
- VeevaVEEV13,514,285 shares · 5.5% of their software · price −$15.3M$747M+$200M
- ServiceNowNOW4,478,366 shares · 4.3% of their software · price +$57.6M$584M−$256M
- WorkdayWDAY5,627,992 shares · 4.2% of their software · price −$20.5M$573M−$191M
- IntuitINTU2,935,964 shares · 3.4% of their software · price +$45.9M$463M+$54.5M
- FactSetFDS1,751,505 shares · 2.5% of their software · price +$22.2M$338M+$279M
- AdobeADBE1,705,463 shares · 2.2% of their software · price +$44.4M$299M−$8.8M
- SAPSAP1,738,135 shares · 1.4% of their software · price +$4.7M$195M+$53.1M
- Paychex, Inc.PAYX2,664,502 shares · 1.3% of their software · price +$21.6M$181M+$26.8M
- Palo Alto NetworksPANW1,106,503 shares · 1.2% of their software · price +$929K$160M+$8.6M
- Roper Technologies, Inc.ROP513,092 shares · 1.0% of their software · price +$8.0M$133M+$70.8M
- NetApp, Inc.NTAP1,939,903 shares · 0.8% of their software · price +$22.4M$107M+$54.0M
- AkamaiAKAM1,490,854 shares · 0.7% of their software · price +$24.3M$97.0M+$44.3M
- Fiserv, Inc.FISV661,424 shares · 0.6% of their software · price +$1.4M$86.7M+$9.2M
- CadenceCDNS1,721,358 shares · 0.5% of their software · price +$4.0M$72.0M+$52.1M
- VeriSign, Inc.VRSN617,757 shares · 0.5% of their software · price +$5.0M$70.7M+$43.7M
- ShopifySHOP661,666 shares · 0.5% of their software · price −$10.2M$66.8M+$39.1M
- VeriskVRSK606,582 shares · 0.4% of their software · price +$7.8M$58.2M−$264M
- Xunlei LimitedXNET3,658,410 shares · 0.4% of their software · price +$40.8M$56.3M+$8.3M
- Sabre CorporationSABR2,684,327 shares · 0.4% of their software · price +$6.4M$55.0M−$3.6M
- BroadridgeBR542,326 shares · 0.4% of their software · price +$5.3M$49.1M−$2.2M
- AutodeskADSK456,972 shares · 0.3% of their software · price −$3.4M$47.9M+$636K
- Block, Inc.XYZ1,266,349 shares · 0.3% of their software · price +$7.4M$43.9M−$1.3M
- NetScout Systems, Inc.NTCT1,405,317 shares · 0.3% of their software · price −$2.7M$42.8M+$23.0M
- NutanixNTNX1,198,181 shares · 0.3% of their software · price +$15.4M$42.3M+$14.0M
- Check PointCHKP390,208 shares · 0.3% of their software · price −$4.1M$40.4M+$22.4M
- FortinetFTNT887,331 shares · 0.3% of their software · price +$7.0M$38.8M+$920K
- SynopsysSNPS449,641 shares · 0.3% of their software · price +$2.1M$38.3M+$15.8M
- HubSpotHUBS428,780 shares · 0.3% of their software · price +$1.9M$37.9M−$1.9M
- PegasystemsPEGA799,849 shares · 0.3% of their software · price −$8.4M$37.7M+$42.7M
- OpenTextOTEX1,050,456 shares · 0.3% of their software · price +$3.6M$37.5M+$3.2M
- Fair IsaacFICO208,216 shares · 0.2% of their software · price +$2.6M$31.9M+$2.2M
- BlackBerry LimitedBB2,812,309 shares · 0.2% of their software$31.4M+$11.6M
- BlackbaudBLKB253,043 shares · 0.2% of their software · price +$1.7M$23.9M+$1.0M
- InterDigital, Inc.IDCC310,631 shares · 0.2% of their software · price +$746K$23.7M−$2.2M
- F5, Inc.FFIV172,265 shares · 0.2% of their software · price +$1.8M$22.6M−$42.8M
- Amdocs LimitedDOX343,072 shares · 0.2% of their software$22.5M−$3.8M
- TrimbleTRMB545,194 shares · 0.2% of their software · price +$758K$22.2M−$8.8M
- Radware Ltd.RDWR1,025,131 shares · 0.1% of their software · price +$2.6M$19.9MFlat
- TwilioTWLO736,604 shares · 0.1% of their software · price −$4.6M$17.4M+$1.6M
- GuidewireGWRE232,199 shares · 0.1% of their software · price −$836K$17.2M−$20.5M
- PaycomPAYC211,536 shares · 0.1% of their software · price +$1.1M$17.0M+$2.4M
- PTCPTC276,600 shares · 0.1% of their software · price +$1.2M$16.8M−$747K
- Euronet Worldwide, Inc.EEFT198,796 shares · 0.1% of their software · price −$2.1M$16.8M−$1.0M
- OktaOKTA581,515 shares · 0.1% of their software · price −$1.5M$14.9M+$7.9M
- Strategy IncMSTR112,224 shares · 0.1% of their software$14.7M−$8.8M
- DescartesDSGX483,544 shares · 0.1% of their software · price +$508K$13.7M−$2.1M
- BoxBOX641,815 shares · 0.1% of their software · price +$1.2M$13.6M+$4.0M
- Tyler TechnologiesTYL70,231 shares · 0.1% of their software$12.4M−$9.7M
- CoStarCSGP41,048 shares · 0.1% of their software · price +$1.2M$12.2M−$17.5M
- TeradataTDC305,923 shares · 0.1% of their software · price +$1.4M$11.8MFlat
- CommvaultCVLT219,595 shares · 0.1% of their software · price −$1.8M$11.5M+$4.9M
- NICENICE122,089 shares · 0.1% of their software · price +$1.3M$11.2M−$3.1M
- ACI WorldwideACIW458,922 shares · 0.1% of their software$10.4M+$1.1M
- WEX Inc.WEX70,990 shares · 0.1% of their software · price +$2.1M$10.0M−$1.8M
- GoDaddyGDDY190,877 shares · 0.1% of their software · price +$1.3M$9.6M−$6.2M
- The Trade DeskTTD199,568 shares · 0.1% of their software · price −$3.1M$9.1M+$7.0M
- SS&CSSNC217,992 shares · 0.1% of their software$8.8M+$2.1M
- ProgressPRGS199,254 shares · 0.1% of their software · price +$877K$8.5M−$5.6M
- Upbound Group, Inc.UPBD744,347 shares · 0.1% of their software$8.3M+$4.0M
- RingCentralRNG166,658 shares · 0.1% of their software · price +$1.1M$8.1M+$1.7M
- Manhattan AssociatesMANH135,233 shares · 0.0% of their software · price +$1.1M$6.7M−$17.6M
- EVERTEC, Inc.EVTC421,911 shares · 0.0% of their software · price −$928K$5.8M−$7.9M
- MorningstarMORN58,512 shares · 0.0% of their software · price +$701K$5.7MFlat
- QualysQLYS83,859 shares · 0.0% of their software · price +$633K$5.0M−$2.1M
- ePlus inc.PLUS63,513 shares · 0.0% of their software · price −$1.1M$4.8M+$1.5M
- SPS CommerceSPSC96,919 shares · 0.0% of their software · price −$787K$4.7M+$1.6M
- PaylocityPCTY92,388 shares · 0.0% of their software$4.4MFlat
- Q2QTWO115,295 shares · 0.0% of their software · price −$553K$4.2M+$2.8M
- VaronisVRNS84,653 shares · 0.0% of their software · price +$563K$4.1MFlat
- Tucows Inc.TCX56,304 shares · 0.0% of their software · price +$647K$3.9M+$1.5M
- AppianAPPN101,742 shares · 0.0% of their software$3.2M+$1.0M
- BlackLineBL96,127 shares · 0.0% of their software$3.2M+$1.8M
- Five9FIVN117,159 shares · 0.0% of their software$2.9M+$1.1M
- WorkivaWK135,763 shares · 0.0% of their software$2.9MFlat
- Donnelley Financial Solutions, Inc.DFIN141,045 shares · 0.0% of their software$2.7M+$1.0M
- 8x8EGHT190,594 shares · 0.0% of their software$2.7M—
- MIND C.T.I. LtdMNDO936,482 shares · 0.0% of their software$2.6M+$673K
- Alarm.com Holdings, Inc.ALRM62,410 shares · 0.0% of their software$2.4M−$1.3M
- Veritone, Inc.VERI92,820 shares · 0.0% of their software · price −$2.1M$2.2M+$2.6M
- A10 Networks, Inc.ATEN277,892 shares · 0.0% of their software$2.1M+$1.2M
- AppFolioAPPF44,550 shares · 0.0% of their software$1.8M−$606K
- Rapid7RPD95,304 shares · 0.0% of their software$1.8MFlat
- YextYEXT127,045 shares · 0.0% of their software$1.5M+$922K
- Mitek Systems, Inc.MITK160,910 shares · 0.0% of their software$1.4MFlat
- Ribbon Communications Inc.RBBN122,576 shares · 0.0% of their software$947KNew · +$938K
- PDF Solutions, Inc.PDFS59,905 shares · 0.0% of their software$941KFlat
- Calix, Inc.CALX146,516 shares · 0.0% of their software$871KFlat
- DHI Group, Inc.DHX435,866 shares · 0.0% of their software$829KFlat
- Lesaka Technologies, Inc.LSAK68,129 shares · 0.0% of their software$810KFlat
- Immersion CorporationIMMR108,156 shares · 0.0% of their software$764KFlat
- Daily Journal CorporationDJCO3,135 shares · 0.0% of their software$721KFlat
- Simulations PlusSLP36,330 shares · 0.0% of their software$585KFlat
- Bandwidth Inc.BAND22,786 shares · 0.0% of their software$527KNew · +$527K
- Agilysys, Inc.AGYS41,580 shares · 0.0% of their software$511KFlat
- Ooma, Inc.OOMA38,183 shares · 0.0% of their software$456KFlat
- ReposiTrak, Inc.TRAK32,115 shares · 0.0% of their software$307KFlat
- WixWIX4,179 shares · 0.0% of their software$241KFlat
- eGain CorporationEGAN26,259 shares · 0.0% of their software$138KFlat
- MongoDBMDB3,090 shares · 0.0% of their software$92KNew · Flat
- Asure Software, Inc.ASUR4,740 shares · 0.0% of their software$67KFlat
- Allot Ltd.ALLT7,716 shares · 0.0% of their software$41KFlat
- Intellicheck, Inc.IDN15,000 shares · 0.0% of their software$38KNew · Flat
- SoundThinking, Inc.SSTI1,370 shares · 0.0% of their software$19KFlat
- NetSol Technologies, Inc.NTWK2,176 shares · 0.0% of their software$10KFlat
- PAR Technology CorporationPAR636 shares · 0.0% of their software$6KFlat
- Rimini Street, Inc.RMNI355 shares · 0.0% of their software$3KNew · Flat
- Digital TurbineAPPS1,360 shares · 0.0% of their software$2KFlat
- Materialise NVMTLS60 shares · 0.0% of their software$1KFlat