Generalist · New York, NY
Morgan Stanley
Q1 2019 · compared with Q4 2018
- Software
- $25.9B
- Weight of 13F
- 7.4%
- Names
- 128
- Net bought
- −$181M
Filed 15 May 2019 · SEC filing.
6,311 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
- MicrosoftMSFT59,808,678 shares · 27.2% of their software · price +$979M$7.1B−$64.5M
- ServiceNowNOW9,574,909 shares · 9.1% of their software · price +$655M$2.4B+$100M
- SalesforceCRM13,367,451 shares · 8.2% of their software · price +$286M$2.1B−$403M
- WorkdayWDAY8,744,727 shares · 6.5% of their software · price +$290M$1.7B−$341M
- AdobeADBE6,137,957 shares · 6.3% of their software · price +$247M$1.6B−$96.8M
- VeevaVEEV11,199,715 shares · 5.5% of their software · price +$420M$1.4B−$114M
- Automatic Data Processing, Inc.ADP7,898,443 shares · 4.9% of their software · price +$226M$1.3B+$12.3M
- ShopifySHOP4,312,294 shares · 3.4% of their software · price +$294M$891M+$286M
- Block, Inc.XYZ11,544,825 shares · 3.3% of their software · price +$217M$865M+$180M
- TwilioTWLO6,532,032 shares · 3.3% of their software · price +$260M$844M+$223M
- MongoDBMDB5,251,755 shares · 3.0% of their software · price +$332M$772M+$4.9M
- OracleORCL10,895,786 shares · 2.3% of their software · price +$93.3M$585M−$254M
- IntuitINTU1,871,243 shares · 1.9% of their software · price +$121M$489M+$58.8M
- FactSetFDS1,743,312 shares · 1.7% of their software · price +$83.9M$433M+$22.1M
- OktaOKTA5,058,288 shares · 1.6% of their software · price +$95.8M$418M+$179M
- Palo Alto NetworksPANW1,384,233 shares · 1.3% of their software · price +$75.5M$336M+$15.7M
- ElasticESTC3,864,575 shares · 1.2% of their software · price +$32.4M$309M+$194M
- AutodeskADSK1,697,872 shares · 1.0% of their software · price +$46.2M$265M−$40.6M
- VeriskVRSK1,739,662 shares · 0.9% of their software · price +$41.7M$231M+$128M
- Paychex, Inc.PAYX1,663,708 shares · 0.5% of their software · price +$25.0M$133M−$44.5M
- SAPSAP886,833 shares · 0.4% of their software · price +$14.1M$102M+$30.5M
- DomoDOMO2,221,720 shares · 0.3% of their software$89.6M—
- PTCPTC910,560 shares · 0.3% of their software · price +$8.4M$83.9M+$68.4M
- TenableTENB2,557,389 shares · 0.3% of their software · price +$24.2M$81.0M+$55.1M
- The Trade DeskTTD369,513 shares · 0.3% of their software · price +$30.3M$73.1M+$24.6M
- DocuSignDOCU1,404,935 shares · 0.3% of their software · price +$16.5M$72.8M−$5.1M
- LiveRamp Holdings, Inc.RAMP1,310,581 shares · 0.3% of their software · price +$20.9M$71.5M+$19.3M
- Fiserv, Inc.FISV784,073 shares · 0.3% of their software · price +$11.6M$69.2M−$32.8M
- FortinetFTNT784,012 shares · 0.3% of their software · price +$10.6M$65.8M−$64.1M
- Radware Ltd.RDWR2,005,576 shares · 0.2% of their software · price +$6.9M$52.4M+$12.4M
- NutanixNTNX1,369,427 shares · 0.2% of their software · price −$5.3M$51.7M+$19.8M
- Roper Technologies, Inc.ROP134,679 shares · 0.2% of their software · price +$10.2M$46.1M−$31.7M
- F5, Inc.FFIV289,722 shares · 0.2% of their software · price −$1.5M$45.5M−$67.6M
- SynopsysSNPS364,826 shares · 0.2% of their software · price +$11.3M$42.0M+$8.2M
- GuidewireGWRE429,746 shares · 0.2% of their software · price +$7.3M$41.8M+$2.3M
- CoStarCSGP88,186 shares · 0.2% of their software · price +$11.4M$41.1M+$1.3M
- PaycomPAYC216,462 shares · 0.2% of their software · price +$14.4M$40.9M−$6.4M
- ZscalerZS554,507 shares · 0.2% of their software · price +$17.6M$39.3M+$13.9M
- OpenTextOTEX871,061 shares · 0.1% of their software · price +$5.1M$33.5M−$4.7M
- BroadridgeBR319,231 shares · 0.1% of their software · price +$2.4M$33.1M+$2.9M
- RingCentralRNG300,407 shares · 0.1% of their software · price +$7.6M$32.4M+$21.8M
- VeriSign, Inc.VRSN175,561 shares · 0.1% of their software · price +$5.8M$31.9M−$9.6M
- 8x8EGHT1,561,761 shares · 0.1% of their software$31.5M—
- AkamaiAKAM410,032 shares · 0.1% of their software · price +$4.4M$29.4M−$40.6M
- TeradataTDC629,156 shares · 0.1% of their software · price +$3.3M$27.5M+$21.6M
- HubSpotHUBS156,278 shares · 0.1% of their software · price +$6.3M$26.0M−$10.3M
- SPS CommerceSPSC230,685 shares · 0.1% of their software · price +$5.5M$24.5M+$8.9M
- Five9FIVN443,217 shares · 0.1% of their software · price +$4.0M$23.4M−$994K
- WixWIX175,186 shares · 0.1% of their software · price +$5.3M$21.2M−$12.8M
- SS&CSSNC328,427 shares · 0.1% of their software · price +$6.1M$20.9M+$8.6M
- Check PointCHKP161,093 shares · 0.1% of their software · price +$3.8M$20.4M−$25.3M
- DescartesDSGX552,873 shares · 0.1% of their software · price +$5.5M$20.1MFlat
- GoDaddyGDDY248,304 shares · 0.1% of their software · price +$2.4M$18.7M+$3.2M
- NetApp, Inc.NTAP266,418 shares · 0.1% of their software · price +$2.6M$18.5M−$47.4M
- BlackBerry LimitedBB1,729,119 shares · 0.1% of their software · price +$5.2M$17.4M+$2.6M
- ProgressPRGS389,244 shares · 0.1% of their software · price +$3.5M$17.3M+$3.4M
- PaylocityPCTY192,614 shares · 0.1% of their software · price +$5.6M$17.2M−$4.3M
- CadenceCDNS251,290 shares · 0.1% of their software · price +$5.0M$16.0M−$2.0M
- AppFolioAPPF197,210 shares · 0.1% of their software · price +$4.0M$15.7M−$3.0M
- Upbound Group, Inc.UPBD693,237 shares · 0.1% of their software · price +$3.2M$14.5MFlat
- InterDigital, Inc.IDCC202,180 shares · 0.1% of their software$13.3M−$1.3M
- AppianAPPN353,034 shares · 0.0% of their software · price +$2.7M$12.2M+$5.9M
- Q2QTWO173,440 shares · 0.0% of their software · price +$3.4M$12.0M−$4.5M
- NICENICE91,802 shares · 0.0% of their software · price +$1.3M$11.2MFlat
- DropboxDBX441,900 shares · 0.0% of their software · price +$605K$9.6M−$2.3M
- BoxBOX495,741 shares · 0.0% of their software · price +$1.2M$9.6M−$6.3M
- Sabre CorporationSABR411,958 shares · 0.0% of their software$8.8M−$853K
- BlackbaudBLKB109,392 shares · 0.0% of their software · price +$1.8M$8.7M−$10.0M
- Amdocs LimitedDOX159,422 shares · 0.0% of their software · price −$713K$8.6M−$9.2M
- Tyler TechnologiesTYL41,421 shares · 0.0% of their software · price +$770K$8.5M+$1.7M
- Fair IsaacFICO23,992 shares · 0.0% of their software · price +$2.0M$6.5MFlat
- Xunlei LimitedXNET1,740,945 shares · 0.0% of their software$6.4M−$1.1M
- StoneCo Ltd.STNE150,773 shares · 0.0% of their software · price +$3.4M$6.2M+$1.3M
- WEX Inc.WEX31,795 shares · 0.0% of their software · price +$1.7M$6.1M−$25.3M
- PagSeguro Digital Ltd.PAGS184,163 shares · 0.0% of their software · price +$2.0M$5.5MFlat
- TrimbleTRMB132,334 shares · 0.0% of their software · price +$991K$5.3M−$1.7M
- WorkivaWK99,010 shares · 0.0% of their software · price +$1.5M$5.0M−$20.2M
- MorningstarMORN38,242 shares · 0.0% of their software · price +$618K$4.8M+$570K
- Alarm.com Holdings, Inc.ALRM59,065 shares · 0.0% of their software · price +$770K$3.8M−$2.3M
- ePlus inc.PLUS42,763 shares · 0.0% of their software · price +$743K$3.8M−$7.4M
- Tucows Inc.TCX45,431 shares · 0.0% of their software · price +$960K$3.7M+$1.2M
- Euronet Worldwide, Inc.EEFT24,548 shares · 0.0% of their software · price +$987K$3.5M+$1.7M
- Strategy IncMSTR23,677 shares · 0.0% of their software$3.4M−$1.8M
- QualysQLYS40,071 shares · 0.0% of their software$3.3M−$5.4M
- Mitek Systems, Inc.MITK268,179 shares · 0.0% of their software$3.3MFlat
- ACI WorldwideACIW99,127 shares · 0.0% of their software · price +$515K$3.3M−$3.3M
- BlackLineBL69,486 shares · 0.0% of their software$3.2M−$2.7M
- Manhattan AssociatesMANH55,151 shares · 0.0% of their software · price +$703K$3.0M−$11.3M
- EVERTEC, Inc.EVTC105,740 shares · 0.0% of their software$2.9M−$11.4M
- Bandwidth Inc.BAND42,154 shares · 0.0% of their software · price +$1.1M$2.8MSplit
- NetScout Systems, Inc.NTCT98,406 shares · 0.0% of their software$2.8M−$12.1M
- Rimini Street, Inc.RMNI506,855 shares · 0.0% of their software$2.5M−$874K
- Lyft, Inc.LYFT29,782 shares · 0.0% of their software$2.3MNew · +$2.3M
- MIND C.T.I. LtdMNDO1,049,698 shares · 0.0% of their software$2.2MFlat
- OneSpan Inc.OSPN101,696 shares · 0.0% of their software · price +$638K$2.0M−$620K
- CommvaultCVLT29,952 shares · 0.0% of their software$1.9M−$24.9M
- VaronisVRNS28,560 shares · 0.0% of their software$1.7M−$16.8M
- Rapid7RPD31,869 shares · 0.0% of their software · price +$620K$1.6M−$1.6M
- YextYEXT35,784 shares · 0.0% of their software$782K−$6.3M
- A10 Networks, Inc.ATEN107,166 shares · 0.0% of their software$761KFlat
- Ooma, Inc.OOMA46,851 shares · 0.0% of their software$620KFlat
- Donnelley Financial Solutions, Inc.DFIN35,213 shares · 0.0% of their software$525KFlat
- SoundThinking, Inc.SSTI13,258 shares · 0.0% of their software$512KFlat
- PegasystemsPEGA7,875 shares · 0.0% of their software$511K−$2.7M
- Agilysys, Inc.AGYS22,458 shares · 0.0% of their software$476KFlat
- Immersion CorporationIMMR54,329 shares · 0.0% of their software$458KFlat
- Daily Journal CorporationDJCO2,069 shares · 0.0% of their software$443KFlat
- Digital TurbineAPPS126,416 shares · 0.0% of their software$442KFlat
- Calix, Inc.CALX56,496 shares · 0.0% of their software$435KFlat
- Simulations PlusSLP20,515 shares · 0.0% of their software$433KFlat
- i3 Verticals, Inc.IIIV12,711 shares · 0.0% of their software$305KFlat
- Lesaka Technologies, Inc.LSAK71,718 shares · 0.0% of their software$257KFlat
- International Money Express, Inc.IMXI21,317 shares · 0.0% of their software$248KFlat
- Veritone, Inc.VERI39,229 shares · 0.0% of their software$204K−$2.4M
- DHI Group, Inc.DHX82,673 shares · 0.0% of their software$201KFlat
- Ribbon Communications Inc.RBBN33,417 shares · 0.0% of their software$173K−$1.6M
- AudioEye, Inc.AEYE13,688 shares · 0.0% of their software$123KNew · Flat
- Materialise NVMTLS7,438 shares · 0.0% of their software$117KNew · Flat
- PDF Solutions, Inc.PDFS8,762 shares · 0.0% of their software$108KFlat
- Endava plcDAVA3,012 shares · 0.0% of their software$83KFlat
- eGain CorporationEGAN6,052 shares · 0.0% of their software$63KFlat
- Asure Software, Inc.ASUR9,712 shares · 0.0% of their software$59K−$668K
- PAR Technology CorporationPAR1,922 shares · 0.0% of their software$47KFlat
- Allot Ltd.ALLT3,928 shares · 0.0% of their software$31KFlat
- ReposiTrak, Inc.TRAK3,636 shares · 0.0% of their software$29KFlat
- NetSol Technologies, Inc.NTWK2,176 shares · 0.0% of their software$14KFlat
- Red Violet, Inc.RDVT492 shares · 0.0% of their software$3KFlat
- Intellicheck, Inc.IDN259 shares · 0.0% of their software$1KFlat