Generalist · New York, NY
Morgan Stanley
Q4 2019 · compared with Q3 2019
- Software
- $34.1B
- Weight of 13F
- 8.0%
- Names
- 146
- Net bought
- +$4.8B
Filed 14 February 2020 · SEC filing.
6,349 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
- MicrosoftMSFT61,872,335 shares · 28.6% of their software · price +$1.2B$9.8B+$144M
- ServiceNowNOW10,006,671 shares · 8.3% of their software · price +$285M$2.8B+$205M
- Automatic Data Processing, Inc.ADP10,737,544 shares · 5.4% of their software · price +$97.5M$1.8B+$342M
- AdobeADBE5,303,482 shares · 5.1% of their software · price +$284M$1.7B−$122M
- SalesforceCRM10,555,472 shares · 5.0% of their software · price +$150M$1.7B+$208M
- ShopifySHOP4,305,522 shares · 5.0% of their software · price +$370M$1.7B+$536M
- Uber Technologies, Inc.UBER53,437,411 shares · 4.7% of their software · price −$39.0M$1.6B+$938M
- WorkdayWDAY9,571,169 shares · 4.6% of their software · price −$52.7M$1.6B+$211M
- VeevaVEEV10,108,996 shares · 4.2% of their software · price −$122M$1.4B+$295M
- OktaOKTA10,615,811 shares · 3.6% of their software · price +$180M$1.2B+$704M
- The Trade DeskTTD3,570,584 shares · 2.7% of their software · price +$258M$928M+$289M
- TwilioTWLO8,827,010 shares · 2.5% of their software · price −$103M$868M+$51.8M
- Block, Inc.XYZ9,743,830 shares · 1.8% of their software · price +$5.9M$610M+$177M
- OracleORCL10,407,142 shares · 1.6% of their software · price −$21.3M$551M+$165M
- MongoDBMDB4,021,335 shares · 1.6% of their software · price +$44.8M$529M+$72.5M
- FactSetFDS1,604,759 shares · 1.3% of their software · price +$40.6M$431M+$9.3M
- Palo Alto NetworksPANW1,704,779 shares · 1.2% of their software · price +$46.7M$394M+$12.3M
- IntuitINTU1,304,218 shares · 1.0% of their software · price −$5.2M$342M−$8.8M
- ZoomZM4,982,094 shares · 1.0% of their software · price −$40.7M$339M+$316M
- Roper Technologies, Inc.ROP847,963 shares · 0.9% of their software · price −$2.0M$300M+$47.9M
- AutodeskADSK1,573,521 shares · 0.8% of their software · price +$56.3M$289M−$31.1M
- VeriskVRSK1,844,574 shares · 0.8% of their software · price −$16.2M$275M−$57.7M
- BroadridgeBR1,964,987 shares · 0.7% of their software · price −$1.7M$243M−$194M
- Paychex, Inc.PAYX2,388,976 shares · 0.6% of their software · price +$5.5M$203M+$25.3M
- DocuSignDOCU2,644,541 shares · 0.6% of their software · price +$32.2M$196MFlat
- Fiserv, Inc.FISV1,391,352 shares · 0.5% of their software · price +$16.8M$161M+$3.6M
- DatadogDDOG3,236,615 shares · 0.4% of their software · price +$12.5M$122M+$68.2M
- SAPSAP824,804 shares · 0.3% of their software · price +$13.3M$111M−$5.5M
- Lyft, Inc.LYFT2,505,405 shares · 0.3% of their software · price +$5.5M$108M+$61.2M
- FortinetFTNT700,683 shares · 0.2% of their software · price +$21.0M$74.8M+$5.3M
- CommvaultCVLT1,519,358 shares · 0.2% of their software$67.8M−$1.9M
- StoneCo Ltd.STNE1,508,566 shares · 0.2% of their software · price +$7.7M$60.2M+$5.2M
- 8x8EGHT3,246,276 shares · 0.2% of their software$59.4M—
- Amdocs LimitedDOX800,967 shares · 0.2% of their software · price +$4.9M$57.8M+$47.6M
- Gen DigitalGEN2,017,686 shares · 0.2% of their software · price +$3.8M$51.5MNew · +$47.7M
- AkamaiAKAM569,831 shares · 0.1% of their software · price −$2.8M$49.2M+$6.5M
- VeriSign, Inc.VRSN255,201 shares · 0.1% of their software · price +$1.0M$49.2M+$9.9M
- PagSeguro Digital Ltd.PAGS1,408,829 shares · 0.1% of their software · price −$17.1M$48.1M+$39.9M
- WixWIX380,618 shares · 0.1% of their software · price +$2.1M$46.6M+$10.9M
- BlackLineBL899,852 shares · 0.1% of their software · price +$3.4M$46.4M+$8.3M
- PaycomPAYC161,868 shares · 0.1% of their software · price +$8.9M$42.9M−$4.5M
- Radware Ltd.RDWR1,601,545 shares · 0.1% of their software · price +$2.4M$41.3M+$646K
- CoStarCSGP65,599 shares · 0.1% of their software$39.2M+$6.8M
- Fair IsaacFICO98,154 shares · 0.1% of their software · price +$7.0M$36.8M+$17.3M
- LiveRamp Holdings, Inc.RAMP686,989 shares · 0.1% of their software · price +$3.5M$33.0M−$15.3M
- Q2QTWO403,627 shares · 0.1% of their software · price +$892K$32.7M+$2.7M
- Five9FIVN484,223 shares · 0.1% of their software · price +$5.7M$31.8M−$5.4M
- SynopsysSNPS223,739 shares · 0.1% of their software$31.1M+$12.4M
- CrowdStrikeCRWD624,298 shares · 0.1% of their software · price −$5.3M$31.1M+$20.6M
- HubSpotHUBS189,193 shares · 0.1% of their software · price +$1.3M$30.0M−$2.6M
- NutanixNTNX944,268 shares · 0.1% of their software · price +$4.7M$29.5M−$2.3M
- GuidewireGWRE268,483 shares · 0.1% of their software · price +$1.2M$29.5M+$24.4M
- AppianAPPN700,975 shares · 0.1% of their software · price −$6.5M$26.8M+$8.6M
- BlackBerry LimitedBB3,992,396 shares · 0.1% of their software · price +$4.7M$25.6MFlat
- BlackbaudBLKB318,593 shares · 0.1% of their software · price −$3.4M$25.4M+$18.3M
- OpenTextOTEX564,445 shares · 0.1% of their software · price +$1.8M$24.9M+$511K
- DescartesDSGX576,549 shares · 0.1% of their software · price +$1.4M$24.6M−$4.0M
- PTCPTC325,080 shares · 0.1% of their software · price +$2.2M$24.3M+$14.4M
- CadenceCDNS323,177 shares · 0.1% of their software · price +$1.1M$22.4M+$6.1M
- BoxBOX1,328,775 shares · 0.1% of their software$22.3M+$3.6M
- SPS CommerceSPSC377,696 shares · 0.1% of their software · price +$3.2M$20.9M+$10.1M
- NICENICE123,877 shares · 0.1% of their software · price +$1.4M$19.2M−$31.5M
- Manhattan AssociatesMANH240,038 shares · 0.1% of their software$19.1M+$8.0M
- Tyler TechnologiesTYL63,202 shares · 0.1% of their software · price +$2.4M$19.0M+$7.1M
- NetApp, Inc.NTAP288,210 shares · 0.1% of their software · price +$2.8M$17.9M−$28.8M
- Upbound Group, Inc.UPBD579,616 shares · 0.0% of their software · price +$1.8M$16.7M−$2.5M
- ZscalerZS340,721 shares · 0.0% of their software$15.8M+$4.3M
- Alarm.com Holdings, Inc.ALRM368,342 shares · 0.0% of their software · price −$1.4M$15.8M+$5.8M
- QualysQLYS189,609 shares · 0.0% of their software · price +$1.5M$15.8M+$4.2M
- AppFolioAPPF143,558 shares · 0.0% of their software · price +$2.1M$15.8M+$11.8M
- Xunlei LimitedXNET3,096,274 shares · 0.0% of their software · price +$8.1M$15.2M+$1.4M
- PhreesiaPHR566,122 shares · 0.0% of their software · price +$1.4M$15.1MFlat
- FastlyFSLY748,140 shares · 0.0% of their software · price −$2.9M$15.0M+$14.8M
- RingCentralRNG88,118 shares · 0.0% of their software · price +$3.8M$14.9M+$965K
- Check PointCHKP131,185 shares · 0.0% of their software$14.6M−$5.0M
- F5, Inc.FFIV100,781 shares · 0.0% of their software$14.1M+$6.4M
- GoDaddyGDDY201,310 shares · 0.0% of their software$13.7M−$586K
- EVERTEC, Inc.EVTC354,052 shares · 0.0% of their software · price +$998K$12.1M+$2.5M
- WorkivaWK280,934 shares · 0.0% of their software · price −$500K$11.8M+$7.0M
- InterDigital, Inc.IDCC211,145 shares · 0.0% of their software$11.5MFlat
- Rapid7RPD203,638 shares · 0.0% of their software · price +$2.2M$11.4M−$4.0M
- WEX Inc.WEX52,421 shares · 0.0% of their software$11.0M+$3.4M
- SS&CSSNC172,017 shares · 0.0% of their software · price +$1.7M$10.6MFlat
- DropboxDBX584,635 shares · 0.0% of their software · price −$1.3M$10.5M+$2.3M
- ACI WorldwideACIW272,590 shares · 0.0% of their software · price +$1.8M$10.3M+$6.7M
- ProgressPRGS235,193 shares · 0.0% of their software · price +$821K$9.8M−$2.4M
- BILLBILL245,038 shares · 0.0% of their software$9.3MNew · +$9.3M
- Endava plcDAVA184,284 shares · 0.0% of their software · price +$1.6M$8.6M+$1.8M
- TrimbleTRMB202,526 shares · 0.0% of their software · price +$583K$8.4M+$4.2M
- Sabre CorporationSABR374,145 shares · 0.0% of their software$8.4M+$3.1M
- TenableTENB334,119 shares · 0.0% of their software · price +$528K$8.0M+$3.4M
- TeradataTDC287,793 shares · 0.0% of their software · price −$1.2M$7.7M+$515K
- MorningstarMORN39,301 shares · 0.0% of their software$5.9M−$3.3M
- Strategy IncMSTR41,050 shares · 0.0% of their software$5.9M+$1.6M
- Euronet Worldwide, Inc.EEFT36,379 shares · 0.0% of their software$5.7MFlat
- ePlus inc.PLUS67,012 shares · 0.0% of their software · price +$549K$5.6M+$1.5M
- ElasticESTC87,119 shares · 0.0% of their software · price −$1.6M$5.6M−$18.6M
- VaronisVRNS63,507 shares · 0.0% of their software · price +$1.1M$4.9M+$2.3M
- NetScout Systems, Inc.NTCT198,135 shares · 0.0% of their software$4.8M+$801K
- PaylocityPCTY36,818 shares · 0.0% of their software · price +$856K$4.4MFlat
- YextYEXT251,979 shares · 0.0% of their software$3.6M+$2.6M
- Agilysys, Inc.AGYS121,918 shares · 0.0% of their software$3.1M+$616K
- PDF Solutions, Inc.PDFS176,239 shares · 0.0% of their software · price +$673K$3.0M−$2.2M
- DomoDOMO135,999 shares · 0.0% of their software$3.0MFlat
- MIND C.T.I. LtdMNDO1,154,774 shares · 0.0% of their software$2.8MFlat
- OneSpan Inc.OSPN162,378 shares · 0.0% of their software$2.8M+$531K
- Donnelley Financial Solutions, Inc.DFIN258,830 shares · 0.0% of their software$2.7M+$1.7M
- Digital TurbineAPPS343,842 shares · 0.0% of their software$2.5M+$1.3M
- Paysign, Inc.PAYS234,066 shares · 0.0% of their software$2.4M−$935K
- PagerDutyPD100,123 shares · 0.0% of their software$2.3M−$20.4M
- Rimini Street, Inc.RMNI434,720 shares · 0.0% of their software$1.7MFlat
- Bandwidth Inc.BAND26,006 shares · 0.0% of their software$1.7M−$4.6M
- Tucows Inc.TCX23,795 shares · 0.0% of their software$1.5MFlat
- Health CatalystHCAT41,861 shares · 0.0% of their software$1.5M+$1.1M
- Intellicheck, Inc.IDN149,360 shares · 0.0% of their software$1.1MFlat
- Cerence Inc.CRNC47,273 shares · 0.0% of their software$1.1MNew · +$815K
- PegasystemsPEGA13,408 shares · 0.0% of their software$1.1MFlat
- Mitek Systems, Inc.MITK138,166 shares · 0.0% of their software$1.1MFlat
- SoundThinking, Inc.SSTI38,651 shares · 0.0% of their software$986KFlat
- Simulations PlusSLP33,743 shares · 0.0% of their software$980KFlat
- Daily Journal CorporationDJCO3,287 shares · 0.0% of their software$955KFlat
- CloudflareNET55,843 shares · 0.0% of their software$953K+$928K
- Ooma, Inc.OOMA67,184 shares · 0.0% of their software$889KFlat
- i3 Verticals, Inc.IIIV30,476 shares · 0.0% of their software$861KFlat
- DHI Group, Inc.DHX265,647 shares · 0.0% of their software$799KFlat
- PAR Technology CorporationPAR22,166 shares · 0.0% of their software$681KFlat
- Calix, Inc.CALX78,119 shares · 0.0% of their software$625KFlat
- A10 Networks, Inc.ATEN72,800 shares · 0.0% of their software$500KFlat
- eGain CorporationEGAN51,223 shares · 0.0% of their software$406KFlat
- AudioEye, Inc.AEYE73,894 shares · 0.0% of their software$347KFlat
- Immersion CorporationIMMR45,914 shares · 0.0% of their software$341KFlat
- Ribbon Communications Inc.RBBN101,359 shares · 0.0% of their software$314KFlat
- International Money Express, Inc.IMXI24,539 shares · 0.0% of their software$295KFlat
- Lesaka Technologies, Inc.LSAK62,336 shares · 0.0% of their software$232KFlat
- DynatraceDT5,486 shares · 0.0% of their software$138KFlat
- PowerFleet, Inc.AIOT16,677 shares · 0.0% of their software$109KNew · Flat
- Veritone, Inc.VERI42,669 shares · 0.0% of their software$106KFlat
- Asure Software, Inc.ASUR11,102 shares · 0.0% of their software$91KFlat
- Allot Ltd.ALLT6,369 shares · 0.0% of their software$55KFlat
- Repay Holdings CorporationRPAY3,177 shares · 0.0% of their software$46KNew · Flat
- Sprout SocialSPT2,854 shares · 0.0% of their software$46KNew · Flat
- Priority Technology Holdings, Inc.PRTH14,163 shares · 0.0% of their software$35KFlat
- Red Violet, Inc.RDVT878 shares · 0.0% of their software$17KFlat
- ReposiTrak, Inc.TRAK3,100 shares · 0.0% of their software$16KFlat
- Materialise NVMTLS550 shares · 0.0% of their software$10KFlat
- NetSol Technologies, Inc.NTWK2,176 shares · 0.0% of their software$9KFlat