Generalist · New York, NY
Morgan Stanley
Q3 2018 · compared with Q2 2018
- Software
- $21.9B
- Weight of 13F
- 5.5%
- Names
- 122
- Net bought
- +$1.2B
Filed 14 November 2018 · SEC filing.
6,419 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
- MicrosoftMSFT60,865,803 shares · 31.8% of their software · price +$959M$7.0B+$276M
- SalesforceCRM14,792,319 shares · 10.8% of their software · price +$335M$2.4B+$40.4M
- WorkdayWDAY10,055,463 shares · 6.7% of their software · price +$250M$1.5B+$285M
- VeevaVEEV12,433,452 shares · 6.2% of their software · price +$398M$1.4B−$53.5M
- ServiceNowNOW6,796,128 shares · 6.1% of their software · price +$157M$1.3B+$215M
- AdobeADBE4,858,611 shares · 6.0% of their software · price +$127M$1.3B+$348M
- Automatic Data Processing, Inc.ADP7,626,692 shares · 5.3% of their software · price +$126M$1.1BFlat
- OracleORCL19,959,478 shares · 4.7% of their software · price +$150M$1.0B+$147M
- IntuitINTU1,751,277 shares · 1.8% of their software · price +$40.4M$398M−$178M
- FactSetFDS1,618,532 shares · 1.7% of their software · price +$41.5M$362M−$14.6M
- Palo Alto NetworksPANW1,433,131 shares · 1.5% of their software · price +$28.4M$323M+$15.1M
- AutodeskADSK1,843,405 shares · 1.3% of their software · price +$46.1M$288M+$5.4M
- BroadridgeBR1,985,540 shares · 1.2% of their software · price +$33.5M$262M−$68.9M
- Tyler TechnologiesTYL1,032,052 shares · 1.2% of their software · price +$23.7M$253M+$20.3M
- SS&CSSNC4,088,151 shares · 1.1% of their software · price +$20.2M$232M−$7.3M
- Block, Inc.XYZ2,155,014 shares · 1.0% of their software · price +$80.5M$213M−$40.9M
- OktaOKTA2,256,056 shares · 0.7% of their software · price +$45.1M$159M+$37.5M
- SAPSAP1,173,469 shares · 0.7% of their software · price +$8.6M$144M−$16.8M
- Paychex, Inc.PAYX1,868,478 shares · 0.6% of their software · price +$9.9M$138M+$27.4M
- NetApp, Inc.NTAP1,194,077 shares · 0.5% of their software · price +$8.8M$103M−$30.6M
- Roper Technologies, Inc.ROP346,083 shares · 0.5% of their software · price +$7.0M$103M−$10.4M
- Fiserv, Inc.FISV1,068,328 shares · 0.4% of their software · price +$8.9M$88.0M−$28.9M
- TwilioTWLO1,003,859 shares · 0.4% of their software · price +$30.4M$86.6M+$3.2M
- ShopifySHOP526,179 shares · 0.4% of their software · price +$9.8M$86.5M−$5.9M
- CoStarCSGP205,465 shares · 0.4% of their software · price +$1.7M$86.5M+$48.7M
- AkamaiAKAM1,155,059 shares · 0.4% of their software$84.5M+$44.5M
- VeriskVRSK670,004 shares · 0.4% of their software · price +$8.6M$80.8M+$45.5M
- GuidewireGWRE718,865 shares · 0.3% of their software · price +$8.8M$72.6M+$28.9M
- F5, Inc.FFIV333,634 shares · 0.3% of their software · price +$9.0M$66.5M−$19.9M
- FortinetFTNT659,516 shares · 0.3% of their software · price +$19.7M$60.9MFlat
- DocuSignDOCU1,148,284 shares · 0.3% of their software$60.4M+$51.3M
- Check PointCHKP426,431 shares · 0.2% of their software · price +$8.5M$50.2M+$25.1M
- MongoDBMDB599,856 shares · 0.2% of their software · price +$19.1M$48.9M+$28.0M
- OpenTextOTEX1,144,367 shares · 0.2% of their software · price +$3.3M$43.5M+$25.7M
- NutanixNTNX1,016,710 shares · 0.2% of their software · price −$9.0M$43.4M+$4.3M
- VeriSign, Inc.VRSN268,921 shares · 0.2% of their software · price +$6.1M$43.1M+$6.3M
- Amdocs LimitedDOX636,563 shares · 0.2% of their software$42.0M+$14.0M
- CadenceCDNS805,877 shares · 0.2% of their software · price +$1.6M$36.5M+$11.1M
- WixWIX301,927 shares · 0.2% of their software · price +$5.9M$36.1M+$3.1M
- PaycomPAYC228,918 shares · 0.2% of their software · price +$13.0M$35.6M−$2.4M
- Fair IsaacFICO153,016 shares · 0.2% of their software · price +$5.4M$35.0M−$9.7M
- HubSpotHUBS225,986 shares · 0.2% of their software · price +$5.8M$34.1M−$20.5M
- InterDigital, Inc.IDCC362,733 shares · 0.1% of their software$29.0M+$3.8M
- WorkivaWK711,783 shares · 0.1% of their software · price +$10.7M$28.1M+$1.0M
- Radware Ltd.RDWR1,016,589 shares · 0.1% of their software · price +$1.2M$26.9M+$1.6M
- ProgressPRGS760,157 shares · 0.1% of their software · price −$2.7M$26.8M+$1.6M
- The Trade DeskTTD165,691 shares · 0.1% of their software · price +$9.5M$25.0MSplit
- BoxBOX1,034,486 shares · 0.1% of their software · price −$1.1M$24.7M−$15.0M
- AppFolioAPPF311,671 shares · 0.1% of their software · price +$5.4M$24.4M−$2.3M
- GoDaddyGDDY292,420 shares · 0.1% of their software · price +$3.7M$24.4MFlat
- YextYEXT1,009,392 shares · 0.1% of their software · price +$4.4M$23.9M+$12.7M
- Five9FIVN539,287 shares · 0.1% of their software · price +$4.9M$23.6M−$2.5M
- BlackBerry LimitedBB2,024,397 shares · 0.1% of their software · price +$3.5M$23.0M+$1.8M
- SynopsysSNPS225,386 shares · 0.1% of their software · price +$2.9M$22.2M+$1.5M
- Strategy IncMSTR153,467 shares · 0.1% of their software · price +$2.0M$21.6M+$12.6M
- Sabre CorporationSABR785,911 shares · 0.1% of their software · price +$1.1M$20.5M−$4.6M
- BlackbaudBLKB192,679 shares · 0.1% of their software$19.6M−$3.3M
- QualysQLYS211,099 shares · 0.1% of their software · price +$1.0M$18.8M+$6.9M
- PTCPTC170,037 shares · 0.1% of their software · price +$2.1M$18.1M−$3.5M
- DescartesDSGX532,471 shares · 0.1% of their software · price +$745K$18.1M+$2.9M
- TeradataTDC433,307 shares · 0.1% of their software · price −$1.1M$16.3M+$11.2M
- PaylocityPCTY199,782 shares · 0.1% of their software · price +$4.3M$16.0M+$4.4M
- Q2QTWO255,651 shares · 0.1% of their software · price +$895K$15.5M−$5.8M
- NICENICE127,810 shares · 0.1% of their software · price +$1.4M$14.6M−$2.4M
- EVERTEC, Inc.EVTC581,043 shares · 0.1% of their software · price +$1.3M$14.0M+$3.8M
- WEX Inc.WEX68,827 shares · 0.1% of their software · price +$708K$13.8M+$3.8M
- Xunlei LimitedXNET1,888,043 shares · 0.1% of their software · price −$6.5M$13.7MFlat
- BlackLineBL234,590 shares · 0.1% of their software · price +$3.1M$13.2M+$1.1M
- Upbound Group, Inc.UPBD920,396 shares · 0.1% of their software$13.2M+$3.4M
- TrimbleTRMB283,318 shares · 0.1% of their software · price +$3.0M$12.3M−$9.7M
- Alarm.com Holdings, Inc.ALRM188,115 shares · 0.0% of their software · price +$3.2M$10.8M+$3.0M
- DropboxDBX381,366 shares · 0.0% of their software · price −$2.1M$10.2M−$27.9M
- Manhattan AssociatesMANH182,440 shares · 0.0% of their software · price +$1.4M$10.0M+$4.2M
- NetScout Systems, Inc.NTCT362,298 shares · 0.0% of their software · price −$1.6M$9.1MFlat
- CommvaultCVLT126,452 shares · 0.0% of their software · price +$525K$8.9M−$3.1M
- ACI WorldwideACIW310,873 shares · 0.0% of their software · price +$1.1M$8.7M−$1.8M
- AppianAPPN246,706 shares · 0.0% of their software · price −$755K$8.2M+$4.3M
- Veritone, Inc.VERI641,308 shares · 0.0% of their software · price −$4.1M$6.7M+$5.8M
- ePlus inc.PLUS67,279 shares · 0.0% of their software$6.2M−$2.1M
- RingCentralRNG59,336 shares · 0.0% of their software · price +$1.3M$5.5M−$1.9M
- VaronisVRNS72,934 shares · 0.0% of their software$5.3M−$3.6M
- ZscalerZS128,592 shares · 0.0% of their software · price +$647K$5.2M+$936K
- Bandwidth Inc.BAND94,812 shares · 0.0% of their software · price +$1.5M$5.1M+$2.0M
- MorningstarMORN40,127 shares · 0.0% of their software$5.1M+$1.2M
- TenableTENB126,790 shares · 0.0% of their software$4.9MNew · +$4.9M
- Rimini Street, Inc.RMNI733,421 shares · 0.0% of their software$4.6M+$2.2M
- PagSeguro Digital Ltd.PAGS148,288 shares · 0.0% of their software$4.1M−$6.1M
- SPS CommerceSPSC39,886 shares · 0.0% of their software · price +$1.0M$4.0M−$6.8M
- 8x8EGHT181,335 shares · 0.0% of their software$3.9M—
- Rapid7RPD87,853 shares · 0.0% of their software · price +$764K$3.2M−$2.1M
- OneSpan Inc.OSPN162,616 shares · 0.0% of their software$3.1M+$717K
- Ribbon Communications Inc.RBBN390,939 shares · 0.0% of their software$2.7M+$1.8M
- Agilysys, Inc.AGYS143,133 shares · 0.0% of their software$2.3M+$1.2M
- Calix, Inc.CALX261,285 shares · 0.0% of their software$2.1M+$1.1M
- MIND C.T.I. LtdMNDO885,170 shares · 0.0% of their software$2.1MFlat
- DomoDOMO90,622 shares · 0.0% of their software$1.9M—
- SoundThinking, Inc.SSTI25,423 shares · 0.0% of their software · price +$594K$1.6MFlat
- Ooma, Inc.OOMA93,201 shares · 0.0% of their software$1.5M+$680K
- Tucows Inc.TCX25,449 shares · 0.0% of their software$1.4MFlat
- Euronet Worldwide, Inc.EEFT13,076 shares · 0.0% of their software$1.3MFlat
- A10 Networks, Inc.ATEN208,904 shares · 0.0% of their software$1.3MFlat
- Immersion CorporationIMMR108,743 shares · 0.0% of their software · price −$530K$1.2M−$2.4M
- Donnelley Financial Solutions, Inc.DFIN59,347 shares · 0.0% of their software$1.1MFlat
- PegasystemsPEGA16,514 shares · 0.0% of their software$1.0MFlat
- Daily Journal CorporationDJCO2,799 shares · 0.0% of their software$675KFlat
- Mitek Systems, Inc.MITK91,977 shares · 0.0% of their software$648K−$715K
- Simulations PlusSLP28,754 shares · 0.0% of their software$581KFlat
- PDF Solutions, Inc.PDFS53,658 shares · 0.0% of their software$485KFlat
- PAR Technology CorporationPAR18,448 shares · 0.0% of their software$410KFlat
- i3 Verticals, Inc.IIIV12,329 shares · 0.0% of their software$283K−$3.2M
- International Money Express, Inc.IMXI22,387 shares · 0.0% of their software$269KNew · Flat
- Asure Software, Inc.ASUR21,282 shares · 0.0% of their software$264KFlat
- eGain CorporationEGAN29,737 shares · 0.0% of their software$241K−$629K
- ReposiTrak, Inc.TRAK23,489 shares · 0.0% of their software$237KFlat
- DHI Group, Inc.DHX105,710 shares · 0.0% of their software$222KFlat
- Lesaka Technologies, Inc.LSAK22,740 shares · 0.0% of their software$182KFlat
- Red Violet, Inc.RDVT5,826 shares · 0.0% of their software$38K−$729K
- Endava plcDAVA850 shares · 0.0% of their software$24KNew · Flat
- NetSol Technologies, Inc.NTWK2,176 shares · 0.0% of their software$14KFlat
- Digital TurbineAPPS3,605 shares · 0.0% of their software$5KFlat
- Allot Ltd.ALLT329 shares · 0.0% of their software$2KFlat
- Materialise NVMTLS60 shares · 0.0% of their software$1KFlat