Generalist · New York, NY
Morgan Stanley
Q3 2019 · compared with Q2 2019
- Software
- $26.6B
- Weight of 13F
- 7.1%
- Names
- 140
- Net bought
- +$101M
Filed 14 November 2019 · SEC filing.
6,337 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
- MicrosoftMSFT60,833,101 shares · 31.8% of their software · price +$308M$8.5B+$124M
- ServiceNowNOW9,197,744 shares · 8.8% of their software · price −$191M$2.3B+$203M
- AdobeADBE5,746,694 shares · 6.0% of their software · price −$106M$1.6B−$355M
- WorkdayWDAY8,329,291 shares · 5.3% of their software · price −$297M$1.4B+$306M
- Automatic Data Processing, Inc.ADP8,618,887 shares · 5.2% of their software · price −$33.7M$1.4B+$33.7M
- SalesforceCRM9,152,013 shares · 5.1% of their software · price −$30.1M$1.4B−$304M
- VeevaVEEV8,177,996 shares · 4.7% of their software · price −$77.0M$1.2B+$165M
- TwilioTWLO8,356,310 shares · 3.5% of their software · price −$221M$919M+$12.0M
- ShopifySHOP2,586,613 shares · 3.0% of their software · price +$29.8M$806M−$280M
- Uber Technologies, Inc.UBER22,641,301 shares · 2.6% of their software · price −$360M$690M+$90.0M
- BroadridgeBR3,527,637 shares · 1.6% of their software · price −$11.5M$439M+$24.3M
- Block, Inc.XYZ6,890,843 shares · 1.6% of their software · price −$72.9M$427M−$35.9M
- MongoDBMDB3,419,757 shares · 1.5% of their software · price −$108M$412M−$352M
- OracleORCL7,399,698 shares · 1.5% of their software · price −$14.4M$407M−$244M
- The Trade DeskTTD2,030,606 shares · 1.4% of their software · price −$81.7M$381M+$14.9M
- FactSetFDS1,566,383 shares · 1.4% of their software · price −$68.3M$381MFlat
- IntuitINTU1,337,473 shares · 1.3% of their software · price +$6.2M$356M+$31.0M
- VeriskVRSK2,209,440 shares · 1.3% of their software · price +$25.8M$349M+$43.4M
- OktaOKTA3,464,807 shares · 1.3% of their software · price −$86.8M$341M+$5.4M
- Palo Alto NetworksPANW1,644,210 shares · 1.3% of their software$335M+$15.4M
- AutodeskADSK1,784,033 shares · 1.0% of their software · price −$27.1M$264M+$39.5M
- Roper Technologies, Inc.ROP713,727 shares · 1.0% of their software · price −$6.9M$255M+$155M
- Paychex, Inc.PAYX2,082,750 shares · 0.6% of their software · price +$1,000K$172M+$5.8M
- DocuSignDOCU2,664,692 shares · 0.6% of their software · price +$32.5M$165M+$11.1M
- Fiserv, Inc.FISV1,357,066 shares · 0.5% of their software · price +$16.9M$141M+$38.4M
- SAPSAP871,781 shares · 0.4% of their software · price −$16.5M$103M+$34.4M
- CommvaultCVLT1,561,494 shares · 0.3% of their software · price −$7.7M$69.8M+$74.9M
- ZoomZM832,496 shares · 0.2% of their software · price −$10.5M$63.4M+$22.3M
- NICENICE342,804 shares · 0.2% of their software · price +$2.3M$49.3M+$23.3M
- FortinetFTNT631,812 shares · 0.2% of their software$48.5M−$2.2M
- StoneCo Ltd.STNE1,359,533 shares · 0.2% of their software · price +$7.1M$47.3M+$6.1M
- AkamaiAKAM498,435 shares · 0.2% of their software · price +$5.6M$45.5M+$1.8M
- LiveRamp Holdings, Inc.RAMP1,044,105 shares · 0.2% of their software · price −$5.8M$44.9M−$3.9M
- NetApp, Inc.NTAP837,089 shares · 0.2% of their software · price −$7.7M$44.0M+$36.8M
- DatadogDDOG1,224,911 shares · 0.2% of their software$41.5MNew · +$41.5M
- Lyft, Inc.LYFT1,007,642 shares · 0.2% of their software · price −$25.1M$41.2M+$48.1M
- PaycomPAYC183,134 shares · 0.1% of their software · price −$3.2M$38.4M+$9.1M
- VeriSign, Inc.VRSN202,609 shares · 0.1% of their software · price −$4.2M$38.2M+$4.0M
- Radware Ltd.RDWR1,574,910 shares · 0.1% of their software · price −$740K$38.2M−$5.3M
- 8x8EGHT1,756,006 shares · 0.1% of their software$36.4M—
- BlackLineBL726,580 shares · 0.1% of their software · price −$4.1M$34.7M+$31.4M
- WixWIX286,928 shares · 0.1% of their software · price −$7.3M$33.5M+$23.2M
- CoStarCSGP54,216 shares · 0.1% of their software · price +$2.1M$32.2M−$4.5M
- Five9FIVN585,476 shares · 0.1% of their software · price +$1.4M$31.5M−$4.2M
- HubSpotHUBS206,033 shares · 0.1% of their software · price −$3.9M$31.2M+$2.7M
- Q2QTWO369,425 shares · 0.1% of their software · price +$927K$29.1M+$27.5M
- DescartesDSGX676,463 shares · 0.1% of their software · price +$2.3M$27.3M−$11.5M
- NutanixNTNX1,031,283 shares · 0.1% of their software$27.1M−$4.2M
- ElasticESTC313,557 shares · 0.1% of their software · price +$2.4M$25.8M−$12.1M
- PagSeguro Digital Ltd.PAGS546,375 shares · 0.1% of their software · price +$4.0M$25.3MFlat
- AppianAPPN520,820 shares · 0.1% of their software · price +$6.0M$24.7M+$3.1M
- PagerDutyPD823,570 shares · 0.1% of their software · price −$15.5M$23.3M+$25.3M
- OpenTextOTEX551,922 shares · 0.1% of their software$22.5M−$28.6M
- BlackBerry LimitedBB3,973,637 shares · 0.1% of their software · price −$8.8M$20.9M+$12.7M
- Check PointCHKP177,049 shares · 0.1% of their software · price −$1.1M$19.4M+$4.8M
- BoxBOX1,111,045 shares · 0.1% of their software · price −$1.2M$18.4M−$5.5M
- SynopsysSNPS133,495 shares · 0.1% of their software · price +$1.1M$18.3M−$997K
- Upbound Group, Inc.UPBD677,476 shares · 0.1% of their software · price −$569K$17.5M−$18.6M
- CrowdStrikeCRWD270,831 shares · 0.1% of their software · price −$2.7M$15.8M+$17.8M
- CadenceCDNS231,497 shares · 0.1% of their software · price −$1.1M$15.3MFlat
- GoDaddyGDDY210,199 shares · 0.1% of their software · price −$877K$13.9M−$4.3M
- PhreesiaPHR571,374 shares · 0.1% of their software$13.9MNew · +$13.9M
- Rapid7RPD292,009 shares · 0.0% of their software · price −$3.6M$13.3M+$13.7M
- Fair IsaacFICO41,271 shares · 0.0% of their software$12.5M−$5.4M
- ZscalerZS250,390 shares · 0.0% of their software · price −$7.4M$11.8M−$29.5M
- Alarm.com Holdings, Inc.ALRM244,782 shares · 0.0% of their software · price −$1.7M$11.4M+$3.2M
- ProgressPRGS298,823 shares · 0.0% of their software · price −$1.7M$11.4M+$3.3M
- Manhattan AssociatesMANH140,296 shares · 0.0% of their software · price +$1.6M$11.3M+$5.4M
- InterDigital, Inc.IDCC203,354 shares · 0.0% of their software · price −$2.4M$10.7M+$2.4M
- BlackbaudBLKB116,103 shares · 0.0% of their software · price +$794K$10.5M−$4.1M
- QualysQLYS134,060 shares · 0.0% of their software · price −$1.5M$10.1M−$3.6M
- RingCentralRNG80,439 shares · 0.0% of their software · price +$864K$10.1M−$2.4M
- DropboxDBX468,734 shares · 0.0% of their software · price −$2.3M$9.5M+$2.4M
- Tyler TechnologiesTYL35,999 shares · 0.0% of their software · price +$1.7M$9.5M+$1.4M
- MorningstarMORN61,645 shares · 0.0% of their software$9.0M+$4.0M
- SS&CSSNC166,986 shares · 0.0% of their software · price −$1.0M$8.6M−$3.8M
- EVERTEC, Inc.EVTC275,263 shares · 0.0% of their software$8.6M−$2.6M
- TeradataTDC271,190 shares · 0.0% of their software · price −$1.3M$8.4M+$6.9M
- F5, Inc.FFIV55,506 shares · 0.0% of their software$7.8M−$1.6M
- PTCPTC113,891 shares · 0.0% of their software · price −$2.5M$7.8M−$1.6M
- SPS CommerceSPSC163,429 shares · 0.0% of their software · price −$9.0M$7.7M+$845K
- WEX Inc.WEX35,488 shares · 0.0% of their software$7.2MFlat
- Bandwidth Inc.BAND97,266 shares · 0.0% of their software · price −$964K$6.3MFlat
- Xunlei LimitedXNET2,475,994 shares · 0.0% of their software · price −$817K$5.7M−$1.7M
- Amdocs LimitedDOX81,474 shares · 0.0% of their software$5.4MFlat
- WorkivaWK121,266 shares · 0.0% of their software · price −$1.7M$5.3M+$692K
- Sabre CorporationSABR237,014 shares · 0.0% of their software$5.3M−$2.1M
- Euronet Worldwide, Inc.EEFT36,043 shares · 0.0% of their software · price −$791K$5.3M+$1.8M
- Endava plcDAVA137,166 shares · 0.0% of their software$5.2MFlat
- Strategy IncMSTR30,590 shares · 0.0% of their software$4.5M−$1.3M
- PDF Solutions, Inc.PDFS342,052 shares · 0.0% of their software$4.5M+$1.3M
- TenableTENB184,301 shares · 0.0% of their software · price −$1.1M$4.1MFlat
- GuidewireGWRE37,176 shares · 0.0% of their software$3.9M−$708K
- NetScout Systems, Inc.NTCT163,399 shares · 0.0% of their software$3.8M+$3.1M
- TrimbleTRMB93,777 shares · 0.0% of their software · price −$591K$3.6MFlat
- ePlus inc.PLUS47,305 shares · 0.0% of their software$3.6M−$1.0M
- PaylocityPCTY34,116 shares · 0.0% of their software$3.3M−$2.5M
- Paysign, Inc.PAYS326,664 shares · 0.0% of their software · price −$1.1M$3.3M+$1.5M
- FastlyFSLY131,331 shares · 0.0% of their software$3.2M+$1.0M
- MIND C.T.I. LtdMNDO1,100,862 shares · 0.0% of their software$2.6MFlat
- Agilysys, Inc.AGYS97,880 shares · 0.0% of their software$2.5MFlat
- DomoDOMO135,625 shares · 0.0% of their software$2.2M—
- AppFolioAPPF19,290 shares · 0.0% of their software$1.8MFlat
- OneSpan Inc.OSPN125,734 shares · 0.0% of their software$1.8MFlat
- ACI WorldwideACIW57,470 shares · 0.0% of their software$1.8M−$1.4M
- Rimini Street, Inc.RMNI393,538 shares · 0.0% of their software$1.7MFlat
- Donnelley Financial Solutions, Inc.DFIN123,553 shares · 0.0% of their software$1.5M−$1.4M
- VaronisVRNS25,088 shares · 0.0% of their software$1.5M+$504K
- Tucows Inc.TCX26,261 shares · 0.0% of their software$1.4MFlat
- YextYEXT88,869 shares · 0.0% of their software$1.4M+$1.3M
- Mitek Systems, Inc.MITK109,374 shares · 0.0% of their software$1.1MFlat
- Digital TurbineAPPS146,797 shares · 0.0% of their software$946KFlat
- PegasystemsPEGA13,821 shares · 0.0% of their software$941K−$567K
- Ribbon Communications Inc.RBBN150,075 shares · 0.0% of their software$877K+$552K
- Simulations PlusSLP23,419 shares · 0.0% of their software$813KFlat
- DHI Group, Inc.DHX210,266 shares · 0.0% of their software$809K+$745K
- A10 Networks, Inc.ATEN109,102 shares · 0.0% of their software$758K+$666K
- Intellicheck, Inc.IDN148,067 shares · 0.0% of their software$739K−$881K
- Daily Journal CorporationDJCO2,719 shares · 0.0% of their software$673KFlat
- SoundThinking, Inc.SSTI27,968 shares · 0.0% of their software · price −$592K$644K+$549K
- DynatraceDT24,158 shares · 0.0% of their software$451KNew · Flat
- Ooma, Inc.OOMA38,191 shares · 0.0% of their software$398KFlat
- Lesaka Technologies, Inc.LSAK95,560 shares · 0.0% of their software$341KFlat
- eGain CorporationEGAN41,299 shares · 0.0% of their software$331KFlat
- i3 Verticals, Inc.IIIV16,248 shares · 0.0% of their software$326KFlat
- AudioEye, Inc.AEYE71,042 shares · 0.0% of their software$275KFlat
- Health CatalystHCAT8,307 shares · 0.0% of their software$263KNew · Flat
- Calix, Inc.CALX24,015 shares · 0.0% of their software$154KFlat
- CloudflareNET5,882 shares · 0.0% of their software$109KNew · Flat
- Immersion CorporationIMMR12,523 shares · 0.0% of their software$96KFlat
- PAR Technology CorporationPAR3,389 shares · 0.0% of their software$81KFlat
- Veritone, Inc.VERI16,402 shares · 0.0% of their software$59KFlat
- International Money Express, Inc.IMXI4,152 shares · 0.0% of their software$57K−$1.3M
- Allot Ltd.ALLT6,147 shares · 0.0% of their software$50KFlat
- ReposiTrak, Inc.TRAK2,944 shares · 0.0% of their software$17KFlat
- Priority Technology Holdings, Inc.PRTH2,698 shares · 0.0% of their software$13KNew · Flat
- NetSol Technologies, Inc.NTWK2,176 shares · 0.0% of their software$12KFlat
- Red Violet, Inc.RDVT792 shares · 0.0% of their software$10KFlat
- Asure Software, Inc.ASUR1,403 shares · 0.0% of their software$9KFlat
- Materialise NVMTLS505 shares · 0.0% of their software$9KFlat