Generalist · New York, NY
Morgan Stanley
Q2 2019 · compared with Q1 2019
- Software
- $28.0B
- Weight of 13F
- 7.5%
- Names
- 135
- Net bought
- −$324M
Filed 14 August 2019 · SEC filing.
6,369 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
- MicrosoftMSFT59,908,412 shares · 28.6% of their software · price +$960M$8.0BFlat
- ServiceNowNOW8,458,372 shares · 8.3% of their software · price +$238M$2.3B−$275M
- AdobeADBE6,950,101 shares · 7.3% of their software · price +$196M$2.0B+$216M
- SalesforceCRM11,157,458 shares · 6.0% of their software · price −$74.1M$1.7B−$350M
- WorkdayWDAY6,839,768 shares · 5.0% of their software · price +$87.1M$1.4B−$367M
- Automatic Data Processing, Inc.ADP8,414,927 shares · 5.0% of their software · price +$47.0M$1.4B+$82.5M
- VeevaVEEV7,159,788 shares · 4.1% of their software · price +$252M$1.2B−$513M
- TwilioTWLO8,268,134 shares · 4.0% of their software · price +$59.3M$1.1B+$224M
- ShopifySHOP3,521,028 shares · 3.8% of their software · price +$329M$1.1B−$163M
- Uber Technologies, Inc.UBER20,700,032 shares · 3.4% of their software$960MNew · +$960M
- MongoDBMDB5,731,123 shares · 3.1% of their software · price +$29.1M$872M+$70.5M
- OracleORCL11,681,563 shares · 2.4% of their software · price +$38.1M$665M+$42.2M
- Block, Inc.XYZ7,385,530 shares · 1.9% of their software · price −$17.7M$536M−$312M
- The Trade DeskTTD1,965,042 shares · 1.6% of their software · price +$58.6M$448M+$316M
- FactSetFDS1,560,866 shares · 1.6% of their software · price +$59.8M$447M−$45.3M
- BroadridgeBR3,337,325 shares · 1.5% of their software · price +$80.1M$426M+$313M
- OktaOKTA3,421,270 shares · 1.5% of their software · price +$140M$423M−$135M
- Palo Alto NetworksPANW1,568,639 shares · 1.1% of their software · price −$61.4M$320M+$44.8M
- IntuitINTU1,218,856 shares · 1.1% of their software$319M−$171M
- VeriskVRSK1,913,179 shares · 1.0% of their software · price +$25.8M$280M+$23.1M
- AutodeskADSK1,541,608 shares · 0.9% of their software · price +$10.9M$251M−$24.3M
- Paychex, Inc.PAYX2,011,993 shares · 0.6% of their software · price +$4.2M$166M+$27.9M
- DocuSignDOCU2,440,441 shares · 0.4% of their software · price −$5.2M$121M+$53.7M
- Roper Technologies, Inc.ROP290,356 shares · 0.4% of their software · price +$7.1M$106M+$53.2M
- Fiserv, Inc.FISV935,831 shares · 0.3% of their software · price +$2.7M$85.3M+$13.4M
- SAPSAP620,615 shares · 0.3% of their software · price +$13.2M$84.9M−$30.7M
- 8x8EGHT2,311,282 shares · 0.2% of their software$55.7M—
- LiveRamp Holdings, Inc.RAMP1,123,754 shares · 0.2% of their software · price −$6.8M$54.5M−$10.2M
- ZoomZM581,326 shares · 0.2% of their software$51.6MNew · +$51.6M
- OpenTextOTEX1,245,324 shares · 0.2% of their software · price +$3.4M$51.3M+$14.4M
- FortinetFTNT660,482 shares · 0.2% of their software · price −$4.7M$50.7M−$10.4M
- ZscalerZS635,040 shares · 0.2% of their software · price +$3.6M$48.7M+$5.7M
- Radware Ltd.RDWR1,789,237 shares · 0.2% of their software · price −$2.5M$44.2M−$5.7M
- VeriSign, Inc.VRSN183,600 shares · 0.1% of their software · price +$5.1M$38.4M+$1.5M
- AkamaiAKAM475,567 shares · 0.1% of their software · price +$4.0M$38.1M+$4.7M
- Upbound Group, Inc.UPBD1,376,219 shares · 0.1% of their software · price +$7.9M$36.6M+$14.3M
- DescartesDSGX986,672 shares · 0.1% of their software · price +$562K$36.5M+$15.8M
- ElasticESTC475,405 shares · 0.1% of their software · price −$2.5M$35.5M−$271M
- CoStarCSGP62,335 shares · 0.1% of their software · price +$5.5M$34.5M−$12.1M
- Five9FIVN667,412 shares · 0.1% of their software · price −$1.0M$34.2M+$11.8M
- StoneCo Ltd.STNE1,151,773 shares · 0.1% of their software · price −$13.3M$34.1M+$41.2M
- HubSpotHUBS190,480 shares · 0.1% of their software · price +$821K$32.5M+$5.7M
- PaycomPAYC142,975 shares · 0.1% of their software · price +$5.4M$32.4M−$13.9M
- NutanixNTNX1,193,852 shares · 0.1% of their software · price −$14.1M$31.0M−$6.6M
- BoxBOX1,420,764 shares · 0.1% of their software · price −$2.4M$25.0M+$17.9M
- NICENICE172,551 shares · 0.1% of their software · price +$2.5M$23.6M+$9.9M
- PagSeguro Digital Ltd.PAGS541,694 shares · 0.1% of their software · price +$4.9M$21.1M+$10.7M
- GoDaddyGDDY270,804 shares · 0.1% of their software · price −$1.4M$19.0M+$1.7M
- Fair IsaacFICO58,585 shares · 0.1% of their software · price +$2.5M$18.4M+$9.4M
- SynopsysSNPS141,243 shares · 0.1% of their software · price +$1.9M$18.2M−$25.7M
- Lyft, Inc.LYFT274,907 shares · 0.1% of their software · price −$3.5M$18.1M+$19.2M
- WixWIX123,687 shares · 0.1% of their software · price +$2.6M$17.6M−$6.2M
- BlackBerry LimitedBB2,269,672 shares · 0.1% of their software · price −$6.0M$16.9M+$5.5M
- DomoDOMO616,056 shares · 0.1% of their software$16.8M—
- CadenceCDNS229,179 shares · 0.1% of their software · price +$1.7M$16.2M−$1.4M
- SPS CommerceSPSC155,162 shares · 0.1% of their software · price −$597K$15.9M−$8.0M
- AppianAPPN436,061 shares · 0.1% of their software · price +$715K$15.7M+$2.9M
- Check PointCHKP135,406 shares · 0.1% of their software · price −$1.5M$15.7M−$3.2M
- QualysQLYS175,292 shares · 0.1% of their software · price +$761K$15.3M+$11.2M
- NetApp, Inc.NTAP240,344 shares · 0.1% of their software · price −$1.8M$14.8M−$1.8M
- BlackbaudBLKB165,441 shares · 0.0% of their software · price +$624K$13.8M+$4.5M
- PagerDutyPD285,574 shares · 0.0% of their software$13.4MNew · +$13.4M
- SS&CSSNC232,194 shares · 0.0% of their software · price −$1.4M$13.4M−$6.1M
- PTCPTC131,414 shares · 0.0% of their software$11.8M−$71.8M
- RingCentralRNG101,617 shares · 0.0% of their software · price +$724K$11.7M−$21.4M
- EVERTEC, Inc.EVTC353,733 shares · 0.0% of their software · price +$1.7M$11.6M+$6.9M
- InterDigital, Inc.IDCC166,257 shares · 0.0% of their software$10.7M−$2.4M
- Alarm.com Holdings, Inc.ALRM185,201 shares · 0.0% of their software · price −$2.1M$9.9M+$8.2M
- ProgressPRGS222,860 shares · 0.0% of their software$9.7M−$7.4M
- F5, Inc.FFIV66,599 shares · 0.0% of their software · price −$753K$9.7M−$35.0M
- DropboxDBX372,629 shares · 0.0% of their software · price +$1.2M$9.3M−$1.5M
- Xunlei LimitedXNET3,137,676 shares · 0.0% of their software · price −$3.3M$8.2M+$5.1M
- WEX Inc.WEX36,835 shares · 0.0% of their software · price +$593K$7.7M+$968K
- BlackLineBL139,172 shares · 0.0% of their software · price +$1.0M$7.4M+$3.2M
- Sabre CorporationSABR333,850 shares · 0.0% of their software$7.4M−$1.7M
- Bandwidth Inc.BAND96,575 shares · 0.0% of their software · price +$778K$7.2M+$3.6M
- Tyler TechnologiesTYL29,503 shares · 0.0% of their software$6.4M−$2.4M
- WorkivaWK109,352 shares · 0.0% of their software · price +$808K$6.4M+$524K
- PaylocityPCTY61,030 shares · 0.0% of their software$5.7M−$11.7M
- Strategy IncMSTR39,569 shares · 0.0% of their software$5.7M+$2.3M
- TenableTENB190,282 shares · 0.0% of their software · price −$594K$5.4M−$74.9M
- Amdocs LimitedDOX87,069 shares · 0.0% of their software · price +$695K$5.4M−$3.9M
- Endava plcDAVA126,016 shares · 0.0% of their software · price +$1.6M$5.1M+$3.4M
- MorningstarMORN34,281 shares · 0.0% of their software · price +$639K$5.0MFlat
- GuidewireGWRE44,163 shares · 0.0% of their software$4.5M−$37.5M
- Manhattan AssociatesMANH62,376 shares · 0.0% of their software · price +$887K$4.3MFlat
- ePlus inc.PLUS62,064 shares · 0.0% of their software · price −$1.2M$4.3M+$1.7M
- Euronet Worldwide, Inc.EEFT25,193 shares · 0.0% of their software · price +$646K$4.2MFlat
- TrimbleTRMB89,946 shares · 0.0% of their software$4.1M−$1.7M
- ACI WorldwideACIW97,838 shares · 0.0% of their software$3.4MFlat
- Rapid7RPD55,625 shares · 0.0% of their software$3.2M+$1.2M
- PDF Solutions, Inc.PDFS243,301 shares · 0.0% of their software$3.2M+$2.9M
- Donnelley Financial Solutions, Inc.DFIN228,645 shares · 0.0% of their software$3.1M+$2.9M
- Paysign, Inc.PAYS211,112 shares · 0.0% of their software · price +$1.1M$2.8MNew · +$1.7M
- TeradataTDC78,533 shares · 0.0% of their software · price −$613K$2.8M−$24.0M
- CommvaultCVLT52,273 shares · 0.0% of their software · price −$790K$2.6M+$1.4M
- MIND C.T.I. LtdMNDO1,065,560 shares · 0.0% of their software$2.4MFlat
- OneSpan Inc.OSPN155,713 shares · 0.0% of their software · price −$786K$2.2M+$1.0M
- Agilysys, Inc.AGYS90,175 shares · 0.0% of their software$1.9M+$1.4M
- Rimini Street, Inc.RMNI354,215 shares · 0.0% of their software$1.9M−$763K
- Intellicheck, Inc.IDN300,177 shares · 0.0% of their software · price +$678K$1.7M+$1.1M
- AppFolioAPPF16,583 shares · 0.0% of their software$1.7M−$14.3M
- FastlyFSLY81,800 shares · 0.0% of their software$1.7MNew · +$1.7M
- PegasystemsPEGA21,787 shares · 0.0% of their software$1.6M+$904K
- International Money Express, Inc.IMXI97,260 shares · 0.0% of their software$1.4M+$885K
- Tucows Inc.TCX18,079 shares · 0.0% of their software$1.1M−$2.2M
- NetScout Systems, Inc.NTCT41,846 shares · 0.0% of their software$1.1M−$1.6M
- VaronisVRNS16,959 shares · 0.0% of their software$1.1M−$692K
- Q2QTWO9,699 shares · 0.0% of their software$741K−$11.3M
- CrowdStrikeCRWD10,754 shares · 0.0% of their software$735KNew · +$734K
- SoundThinking, Inc.SSTI15,538 shares · 0.0% of their software$687KFlat
- Mitek Systems, Inc.MITK62,700 shares · 0.0% of their software$623K−$2.5M
- Simulations PlusSLP18,513 shares · 0.0% of their software$529KFlat
- YextYEXT22,422 shares · 0.0% of their software$450KFlat
- Digital TurbineAPPS88,040 shares · 0.0% of their software$441KFlat
- Daily Journal CorporationDJCO1,835 shares · 0.0% of their software$436KFlat
- i3 Verticals, Inc.IIIV12,480 shares · 0.0% of their software$368KFlat
- Ribbon Communications Inc.RBBN37,232 shares · 0.0% of their software$182KFlat
- Veritone, Inc.VERI18,688 shares · 0.0% of their software$156KSplit
- AudioEye, Inc.AEYE11,668 shares · 0.0% of their software$92KFlat
- Immersion CorporationIMMR11,979 shares · 0.0% of their software$92KFlat
- A10 Networks, Inc.ATEN11,489 shares · 0.0% of their software$79K−$678K
- Calix, Inc.CALX9,330 shares · 0.0% of their software$61KFlat
- Allot Ltd.ALLT3,145 shares · 0.0% of their software$22KFlat
- Red Violet, Inc.RDVT1,311 shares · 0.0% of their software$16KFlat
- Asure Software, Inc.ASUR1,553 shares · 0.0% of their software$13KFlat
- NetSol Technologies, Inc.NTWK2,176 shares · 0.0% of their software$12KFlat
- ReposiTrak, Inc.TRAK1,700 shares · 0.0% of their software$9KFlat
- Lesaka Technologies, Inc.LSAK2,005 shares · 0.0% of their software$8KFlat
- PAR Technology CorporationPAR242 shares · 0.0% of their software$7KFlat
- DHI Group, Inc.DHX1,672 shares · 0.0% of their software$6KFlat
- eGain CorporationEGAN733 shares · 0.0% of their software$6KFlat
- Materialise NVMTLS200 shares · 0.0% of their software$4KFlat
- Ooma, Inc.OOMA63 shares · 0.0% of their software$1K−$619K
- Rekor Systems, Inc.REKR544 shares · 0.0% of their software$1KNew · Flat