Generalist · New York, NY
Morgan Stanley
Q2 2018 · compared with Q1 2018
- Software
- $17.5B
- Weight of 13F
- 4.8%
- Names
- 120
- Net bought
- +$1.4B
Filed 14 August 2018 · SEC filing.
6,382 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
- MicrosoftMSFT58,069,024 shares · 32.6% of their software · price +$426M$5.7B+$183M
- SalesforceCRM14,496,002 shares · 11.3% of their software · price +$291M$2.0B+$25.0M
- Automatic Data Processing, Inc.ADP7,671,783 shares · 5.9% of their software · price +$158M$1.0B+$91.0M
- VeevaVEEV13,129,295 shares · 5.8% of their software · price +$50.4M$1.0B+$41.3M
- ServiceNowNOW5,547,042 shares · 5.5% of their software · price +$38.9M$957M+$10.3M
- WorkdayWDAY7,703,938 shares · 5.3% of their software · price −$46.1M$933M+$53.6M
- AdobeADBE3,431,752 shares · 4.8% of their software · price +$95.2M$837M+$328M
- OracleORCL16,618,825 shares · 4.2% of their software · price −$28.1M$732M−$76.8M
- IntuitINTU2,623,888 shares · 3.1% of their software · price +$81.2M$536M+$91.1M
- FactSetFDS1,692,411 shares · 1.9% of their software · price −$2.2M$335M−$7.7M
- BroadridgeBR2,583,950 shares · 1.7% of their software · price +$14.0M$297M+$150M
- Palo Alto NetworksPANW1,359,740 shares · 1.6% of their software · price +$32.6M$279M+$34.9M
- AutodeskADSK1,802,152 shares · 1.3% of their software · price +$9.9M$236M+$150M
- SS&CSSNC4,228,967 shares · 1.3% of their software · price −$7.4M$219M+$216M
- Tyler TechnologiesTYL940,517 shares · 1.2% of their software · price +$10.5M$209M+$180M
- Block, Inc.XYZ2,818,582 shares · 1.0% of their software · price +$35.1M$174M−$81.6M
- SAPSAP1,318,602 shares · 0.9% of their software · price +$13.8M$153M+$35.3M
- NetApp, Inc.NTAP1,584,176 shares · 0.7% of their software · price +$26.7M$124M−$3.4M
- Fiserv, Inc.FISV1,458,554 shares · 0.6% of their software · price +$4.1M$108M+$18.0M
- Roper Technologies, Inc.ROP383,689 shares · 0.6% of their software · price −$1.8M$106M+$22.3M
- Paychex, Inc.PAYX1,467,486 shares · 0.6% of their software · price +$9.9M$100M−$23.6M
- ShopifySHOP566,410 shares · 0.5% of their software · price +$12.1M$82.6M+$16.8M
- F5, Inc.FFIV449,061 shares · 0.4% of their software · price +$12.5M$77.4M+$32.5M
- OktaOKTA1,511,318 shares · 0.4% of their software · price +$15.9M$76.1M+$2.1M
- TwilioTWLO947,601 shares · 0.3% of their software · price +$16.9M$53.1M+$1.8M
- HubSpotHUBS389,223 shares · 0.3% of their software · price +$6.7M$48.8M−$5.1M
- NutanixNTNX934,246 shares · 0.3% of their software · price +$2.3M$48.2M−$21.6M
- FortinetFTNT665,316 shares · 0.2% of their software · price +$5.9M$41.5M−$6.4M
- BoxBOX1,633,704 shares · 0.2% of their software · price +$7.3M$40.8M+$24.5M
- DropboxDBX1,241,556 shares · 0.2% of their software · price +$1.5M$40.3M+$35.9M
- AkamaiAKAM547,535 shares · 0.2% of their software · price +$1.2M$40.1M+$914K
- Fair IsaacFICO203,426 shares · 0.2% of their software · price +$4.9M$39.3M+$1.4M
- CoStarCSGP87,545 shares · 0.2% of their software · price +$4.4M$36.1M+$15.4M
- GuidewireGWRE392,868 shares · 0.2% of their software · price +$3.1M$34.9M−$2.2M
- The Trade DeskTTD346,046 shares · 0.2% of their software · price +$15.3M$32.5M+$3.1M
- VeriSign, Inc.VRSN223,333 shares · 0.2% of their software · price +$4.2M$30.7M−$9.8M
- Amdocs LimitedDOX425,348 shares · 0.2% of their software$28.2M+$5.5M
- ProgressPRGS719,674 shares · 0.2% of their software$27.9M+$6.9M
- WixWIX270,705 shares · 0.2% of their software · price +$5.6M$27.2M+$21.0M
- VeriskVRSK247,501 shares · 0.2% of their software · price +$901K$26.6M+$2.1M
- InterDigital, Inc.IDCC315,631 shares · 0.1% of their software · price +$2.3M$25.5M+$2.6M
- PaycomPAYC253,501 shares · 0.1% of their software · price −$2.2M$25.1M+$1.7M
- Radware Ltd.RDWR952,248 shares · 0.1% of their software · price +$3.7M$24.1M−$780K
- Sabre CorporationSABR973,926 shares · 0.1% of their software · price +$3.1M$24.0M−$102M
- CadenceCDNS550,418 shares · 0.1% of their software · price +$3.6M$23.8M−$19.3M
- BlackbaudBLKB224,405 shares · 0.1% of their software$23.0M−$4.3M
- AppFolioAPPF349,577 shares · 0.1% of their software · price +$7.1M$21.4M+$11.7M
- Five9FIVN612,160 shares · 0.1% of their software · price +$2.9M$21.2M+$14.6M
- Xunlei LimitedXNET1,931,412 shares · 0.1% of their software · price +$1.2M$20.7M−$12.8M
- GoDaddyGDDY290,508 shares · 0.1% of their software · price +$2.7M$20.5M+$3.3M
- Q2QTWO356,733 shares · 0.1% of their software · price +$4.1M$20.4M+$11.4M
- PTCPTC207,003 shares · 0.1% of their software · price +$3.3M$19.4M−$6.7M
- TrimbleTRMB577,950 shares · 0.1% of their software · price −$1.8M$19.0M−$8.8M
- SynopsysSNPS207,764 shares · 0.1% of their software$17.8M−$23.9M
- BlackBerry LimitedBB1,839,494 shares · 0.1% of their software · price −$3.4M$17.8M−$1.8M
- Check PointCHKP169,824 shares · 0.1% of their software$16.6M−$18.6M
- WorkivaWK669,017 shares · 0.1% of their software$16.3M+$1.6M
- NICENICE150,578 shares · 0.1% of their software · price +$1.5M$15.6M+$3.1M
- OpenTextOTEX414,593 shares · 0.1% of their software$14.6M−$1.8M
- DescartesDSGX442,098 shares · 0.1% of their software · price +$1.7M$14.4MFlat
- CommvaultCVLT173,020 shares · 0.1% of their software · price +$1.5M$11.4MFlat
- QualysQLYS129,616 shares · 0.1% of their software · price +$1.5M$10.9M+$1.9M
- NetScout Systems, Inc.NTCT358,490 shares · 0.1% of their software · price +$1.2M$10.6M−$29.5M
- PagSeguro Digital Ltd.PAGS369,733 shares · 0.1% of their software · price −$3.9M$10.3M+$7.5M
- Upbound Group, Inc.UPBD686,056 shares · 0.1% of their software · price +$4.2M$10.1MSplit
- SPS CommerceSPSC133,046 shares · 0.1% of their software · price +$1.3M$9.8M+$4.3M
- ACI WorldwideACIW385,849 shares · 0.1% of their software$9.5M−$2.4M
- DocuSignDOCU179,685 shares · 0.1% of their software$9.5MNew · +$9.5M
- WEX Inc.WEX48,787 shares · 0.1% of their software · price +$1.7M$9.3M−$4.6M
- BlackLineBL208,911 shares · 0.1% of their software · price +$882K$9.1M−$6.5M
- VaronisVRNS121,537 shares · 0.1% of their software · price +$1.7M$9.1M+$3.4M
- EVERTEC, Inc.EVTC405,848 shares · 0.1% of their software · price +$2.2M$8.9M+$3.5M
- ePlus inc.PLUS89,673 shares · 0.0% of their software · price +$1.5M$8.4M+$2.5M
- PaylocityPCTY125,093 shares · 0.0% of their software · price +$954K$7.4MFlat
- Strategy IncMSTR54,581 shares · 0.0% of their software$7.0M−$1.2M
- YextYEXT353,964 shares · 0.0% of their software · price +$2.4M$6.8MFlat
- TeradataTDC153,443 shares · 0.0% of their software$6.2M−$8.8M
- RingCentralRNG87,035 shares · 0.0% of their software · price +$596K$6.1M−$5.2M
- Veritone, Inc.VERI296,011 shares · 0.0% of their software · price +$858K$5.0M+$2.6M
- 8x8EGHT233,661 shares · 0.0% of their software$4.7M—
- AppianAPPN126,680 shares · 0.0% of their software · price +$1.4M$4.6M+$995K
- Alarm.com Holdings, Inc.ALRM112,871 shares · 0.0% of their software$4.6M+$1.2M
- Rapid7RPD161,070 shares · 0.0% of their software$4.5MFlat
- Manhattan AssociatesMANH93,501 shares · 0.0% of their software$4.4M−$2.3M
- Immersion CorporationIMMR266,226 shares · 0.0% of their software · price +$929K$4.1M+$2.4M
- MorningstarMORN30,677 shares · 0.0% of their software · price +$1.0M$3.9M−$3.5M
- ZscalerZS102,402 shares · 0.0% of their software · price +$786K$3.7MFlat
- i3 Verticals, Inc.IIIV223,232 shares · 0.0% of their software$3.4MNew · +$3.4M
- Rimini Street, Inc.RMNI400,280 shares · 0.0% of their software · price −$805K$2.6MFlat
- OneSpan Inc.OSPN126,115 shares · 0.0% of their software · price +$845K$2.5MNew · +$1.6M
- MIND C.T.I. LtdMNDO836,840 shares · 0.0% of their software$1.8MFlat
- MongoDBMDB34,694 shares · 0.0% of their software$1.7MFlat
- A10 Networks, Inc.ATEN273,427 shares · 0.0% of their software$1.7M+$535K
- Tucows Inc.TCX27,103 shares · 0.0% of their software$1.6MFlat
- Bandwidth Inc.BAND42,270 shares · 0.0% of their software$1.6M+$545K
- Mitek Systems, Inc.MITK172,304 shares · 0.0% of their software$1.5MFlat
- Donnelley Financial Solutions, Inc.DFIN83,579 shares · 0.0% of their software$1.5M−$1.0M
- PegasystemsPEGA25,002 shares · 0.0% of their software$1.4M−$4.5M
- Euronet Worldwide, Inc.EEFT15,406 shares · 0.0% of their software$1.3M+$671K
- eGain CorporationEGAN71,410 shares · 0.0% of their software · price +$511K$1.1MFlat
- Agilysys, Inc.AGYS65,480 shares · 0.0% of their software$1.0MFlat
- Ribbon Communications Inc.RBBN136,534 shares · 0.0% of their software$972K−$706K
- Calix, Inc.CALX122,323 shares · 0.0% of their software$954KFlat
- Daily Journal CorporationDJCO3,488 shares · 0.0% of their software$802KFlat
- SoundThinking, Inc.SSTI20,801 shares · 0.0% of their software$789KFlat
- Red Violet, Inc.RDVT90,547 shares · 0.0% of their software$779KFlat
- Simulations PlusSLP34,963 shares · 0.0% of their software$778KFlat
- PDF Solutions, Inc.PDFS60,967 shares · 0.0% of their software$730KFlat
- Ooma, Inc.OOMA45,133 shares · 0.0% of their software$638KFlat
- DHI Group, Inc.DHX269,293 shares · 0.0% of their software$633KFlat
- DomoDOMO18,233 shares · 0.0% of their software$498KNew
- PAR Technology CorporationPAR24,299 shares · 0.0% of their software$430KFlat
- Asure Software, Inc.ASUR22,965 shares · 0.0% of their software$366KFlat
- ReposiTrak, Inc.TRAK37,516 shares · 0.0% of their software$296KFlat
- Lesaka Technologies, Inc.LSAK4,800 shares · 0.0% of their software$44KFlat
- Allot Ltd.ALLT4,192 shares · 0.0% of their software$23KFlat
- NetSol Technologies, Inc.NTWK2,176 shares · 0.0% of their software$12KFlat
- Digital TurbineAPPS1,360 shares · 0.0% of their software$2KFlat
- Materialise NVMTLS60 shares · 0.0% of their software$1KFlat
- VirTra, Inc.VTSI123 shares · 0.0% of their software$1KNew · Flat