Generalist · New York, NY
Morgan Stanley
Q1 2020 · compared with Q4 2019
- Software
- $34.9B
- Weight of 13F
- 9.6%
- Names
- 145
- Net bought
- +$1.5B
Filed 15 May 2020 · SEC filing.
6,291 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
- MicrosoftMSFT61,812,815 shares · 27.9% of their software · price +$618K$9.7BFlat
- ServiceNowNOW9,368,941 shares · 7.7% of their software · price +$39.9M$2.7B−$180M
- ShopifySHOP5,356,363 shares · 6.4% of their software · price +$104M$2.2B+$418M
- VeevaVEEV14,023,808 shares · 6.3% of their software · price +$220M$2.2B+$551M
- Uber Technologies, Inc.UBER78,273,681 shares · 6.3% of their software · price −$142M$2.2B+$739M
- ZoomZM12,187,772 shares · 5.1% of their software · price +$952M$1.8B+$490M
- AdobeADBE5,112,487 shares · 4.7% of their software · price −$59.2M$1.6B−$63.0M
- Automatic Data Processing, Inc.ADP11,440,066 shares · 4.5% of their software · price −$387M$1.6B+$120M
- SalesforceCRM10,834,351 shares · 4.5% of their software · price −$202M$1.6B+$45.4M
- OktaOKTA11,011,526 shares · 3.9% of their software · price +$75.9M$1.3B+$45.7M
- TwilioTWLO11,281,624 shares · 2.9% of their software · price −$99.2M$1.0B+$241M
- WorkdayWDAY7,390,238 shares · 2.8% of their software · price −$253M$962M−$359M
- Block, Inc.XYZ15,240,813 shares · 2.3% of their software · price −$155M$798M+$344M
- MongoDBMDB5,302,766 shares · 2.1% of their software · price +$26.1M$724M+$169M
- The Trade DeskTTD2,847,904 shares · 1.6% of their software · price −$190M$550M−$188M
- FactSetFDS1,583,689 shares · 1.2% of their software · price −$12.1M$413M−$5.7M
- OracleORCL7,781,694 shares · 1.1% of their software · price −$36.2M$376M−$139M
- Palo Alto NetworksPANW1,877,491 shares · 0.9% of their software · price −$126M$308M+$39.9M
- AutodeskADSK1,596,250 shares · 0.7% of their software · price −$43.7M$249M+$4.2M
- DocuSignDOCU2,683,565 shares · 0.7% of their software · price +$49.1M$248M+$2.9M
- Roper Technologies, Inc.ROP773,679 shares · 0.7% of their software · price −$32.8M$241M−$26.3M
- VeriskVRSK1,659,094 shares · 0.7% of their software · price −$16.5M$231M−$27.7M
- IntuitINTU735,191 shares · 0.5% of their software · price −$23.5M$169M−$149M
- Paychex, Inc.PAYX2,114,057 shares · 0.4% of their software · price −$46.8M$133M−$23.4M
- Fiserv, Inc.FISV1,084,451 shares · 0.3% of their software · price −$22.4M$103M−$35.5M
- SAPSAP693,852 shares · 0.2% of their software · price −$16.3M$76.7M−$17.5M
- FortinetFTNT585,020 shares · 0.2% of their software · price −$3.3M$59.2M−$12.3M
- TeradataTDC2,723,439 shares · 0.2% of their software · price −$17.1M$55.8M+$65.2M
- CrowdStrikeCRWD986,987 shares · 0.2% of their software · price +$5.7M$55.0M+$18.1M
- FastlyFSLY2,883,106 shares · 0.2% of their software · price −$3.1M$54.7M+$42.8M
- PagSeguro Digital Ltd.PAGS2,661,545 shares · 0.1% of their software · price −$39.5M$51.4M+$42.8M
- DatadogDDOG1,421,649 shares · 0.1% of their software · price −$2.6M$51.2M−$68.6M
- AkamaiAKAM559,043 shares · 0.1% of their software · price +$2.9M$51.1M−$932K
- Lyft, Inc.LYFT1,525,751 shares · 0.1% of their software · price −$24.7M$41.0M−$42.1M
- PaycomPAYC198,656 shares · 0.1% of their software · price −$12.5M$40.1M+$9.7M
- BlackLineBL742,521 shares · 0.1% of their software · price +$780K$39.1M−$8.1M
- CommvaultCVLT914,465 shares · 0.1% of their software · price −$3.8M$37.0M−$27.0M
- NetApp, Inc.NTAP850,769 shares · 0.1% of their software · price −$17.5M$35.5M+$35.0M
- VeriSign, Inc.VRSN193,211 shares · 0.1% of their software · price −$2.4M$34.8M−$11.9M
- CoStarCSGP51,387 shares · 0.1% of their software · price −$570K$30.2M−$8.5M
- StoneCo Ltd.STNE1,352,417 shares · 0.1% of their software · price −$24.5M$29.4M−$6.2M
- 8x8EGHT2,123,918 shares · 0.1% of their software$29.4M—
- HubSpotHUBS214,136 shares · 0.1% of their software · price −$5.4M$28.5M+$4.0M
- BlackbaudBLKB461,479 shares · 0.1% of their software · price −$11.1M$25.6M+$11.4M
- BroadridgeBR270,248 shares · 0.1% of their software · price −$7.8M$25.6M−$209M
- DescartesDSGX709,037 shares · 0.1% of their software · price −$5.9M$24.4M+$5.7M
- AppianAPPN604,184 shares · 0.1% of their software · price +$1.2M$24.3M−$3.7M
- SynopsysSNPS186,762 shares · 0.1% of their software · price −$1.9M$24.1M−$5.1M
- Five9FIVN311,763 shares · 0.1% of their software · price +$3.4M$23.8M−$11.3M
- SchrödingerSDGR531,385 shares · 0.1% of their software$22.9MNew · +$22.9M
- Q2QTWO379,527 shares · 0.1% of their software · price −$8.4M$22.4M−$2.0M
- Gen DigitalGEN1,094,427 shares · 0.1% of their software · price −$7.5M$20.5M−$23.6M
- AppFolioAPPF183,915 shares · 0.1% of their software$20.4M+$4.4M
- NICENICE136,051 shares · 0.1% of their software · price −$1.6M$19.5M+$1.9M
- Amdocs LimitedDOX354,225 shares · 0.1% of their software · price −$6.1M$19.5M−$32.3M
- SPS CommerceSPSC411,381 shares · 0.1% of their software · price −$3.7M$19.1M+$1.9M
- CadenceCDNS281,573 shares · 0.1% of their software · price −$935K$18.6M−$2.9M
- OpenTextOTEX464,056 shares · 0.0% of their software · price −$4.2M$16.2M−$4.4M
- Check PointCHKP152,987 shares · 0.0% of their software · price −$1.6M$15.4M+$2.4M
- Manhattan AssociatesMANH307,455 shares · 0.0% of their software · price −$9.2M$15.3M+$5.4M
- LiveRamp Holdings, Inc.RAMP459,994 shares · 0.0% of their software · price −$7.0M$15.1M−$10.9M
- Radware Ltd.RDWR700,723 shares · 0.0% of their software · price −$3.3M$14.8M−$23.2M
- PhreesiaPHR688,068 shares · 0.0% of their software · price −$3.9M$14.5M+$3.2M
- RingCentralRNG62,620 shares · 0.0% of their software · price +$2.7M$13.3M−$4.3M
- BlackBerry LimitedBB3,044,135 shares · 0.0% of their software · price −$7.0M$12.6M−$6.1M
- QualysQLYS134,933 shares · 0.0% of their software$11.7M−$4.6M
- ACI WorldwideACIW447,992 shares · 0.0% of their software · price −$6.2M$10.8M+$6.6M
- NutanixNTNX672,091 shares · 0.0% of their software · price −$10.4M$10.6M−$8.5M
- GoDaddyGDDY184,838 shares · 0.0% of their software · price −$2.0M$10.6M−$1.1M
- Fair IsaacFICO32,005 shares · 0.0% of their software · price −$2.1M$9.8M−$24.8M
- ZscalerZS158,694 shares · 0.0% of their software · price +$2.3M$9.7M−$8.5M
- F5, Inc.FFIV89,708 shares · 0.0% of their software · price −$3.0M$9.6M−$1.5M
- DropboxDBX512,802 shares · 0.0% of their software$9.3M−$1.3M
- Xunlei LimitedXNET2,370,579 shares · 0.0% of their software · price −$3.8M$7.8M−$3.6M
- BILLBILL228,500 shares · 0.0% of their software · price −$880K$7.8M−$629K
- GuidewireGWRE95,345 shares · 0.0% of their software · price −$2.9M$7.6M−$19.0M
- Tyler TechnologiesTYL25,071 shares · 0.0% of their software$7.4M−$11.4M
- WEX Inc.WEX70,214 shares · 0.0% of their software · price −$7.4M$7.3M+$3.7M
- SS&CSSNC141,029 shares · 0.0% of their software · price −$2.5M$6.2M−$1.9M
- PTCPTC85,806 shares · 0.0% of their software · price −$1.2M$5.3M−$17.9M
- ElasticESTC93,992 shares · 0.0% of their software · price −$798K$5.2MFlat
- MorningstarMORN41,310 shares · 0.0% of their software · price −$1.4M$4.8MFlat
- EVERTEC, Inc.EVTC210,184 shares · 0.0% of their software · price −$2.4M$4.8M−$4.9M
- Alarm.com Holdings, Inc.ALRM118,642 shares · 0.0% of their software$4.6M−$10.7M
- PagerDutyPD265,834 shares · 0.0% of their software · price −$1.6M$4.6M+$3.9M
- ProgressPRGS140,525 shares · 0.0% of their software · price −$1.3M$4.5M−$3.9M
- Endava plcDAVA113,567 shares · 0.0% of their software · price −$1.3M$4.0M−$3.3M
- BoxBOX269,448 shares · 0.0% of their software · price −$738K$3.8M−$17.8M
- TrimbleTRMB115,616 shares · 0.0% of their software · price −$1.1M$3.7M−$3.6M
- Strategy IncMSTR29,129 shares · 0.0% of their software · price −$715K$3.4M−$1.7M
- PaylocityPCTY38,296 shares · 0.0% of their software · price −$1.2M$3.4MFlat
- CloudflareNET128,953 shares · 0.0% of their software · price +$828K$3.0M+$1.2M
- VaronisVRNS45,324 shares · 0.0% of their software · price −$636K$2.9M−$1.4M
- Euronet Worldwide, Inc.EEFT33,483 shares · 0.0% of their software · price −$2.4M$2.9MFlat
- Upbound Group, Inc.UPBD164,525 shares · 0.0% of their software · price −$2.4M$2.3M−$12.0M
- ePlus inc.PLUS36,983 shares · 0.0% of their software · price −$801K$2.3M−$2.5M
- MIND C.T.I. LtdMNDO1,220,218 shares · 0.0% of their software · price −$818K$2.1MFlat
- WixWIX19,845 shares · 0.0% of their software$2.0M−$44.2M
- Agilysys, Inc.AGYS119,006 shares · 0.0% of their software · price −$1.0M$2.0MFlat
- TenableTENB79,674 shares · 0.0% of their software$1.7M−$6.1M
- Rapid7RPD38,860 shares · 0.0% of their software$1.7M−$9.2M
- Immersion CorporationIMMR307,314 shares · 0.0% of their software · price −$636K$1.6M+$1.9M
- Rimini Street, Inc.RMNI390,000 shares · 0.0% of their software$1.6MFlat
- OneSpan Inc.OSPN84,451 shares · 0.0% of their software$1.5M−$1.3M
- PegasystemsPEGA20,766 shares · 0.0% of their software$1.5M+$586K
- Paysign, Inc.PAYS278,734 shares · 0.0% of their software · price −$1.4M$1.4MFlat
- NetScout Systems, Inc.NTCT57,890 shares · 0.0% of their software$1.4M−$3.4M
- Sprout SocialSPT82,038 shares · 0.0% of their software$1.3M+$1.3M
- Bandwidth Inc.BAND18,986 shares · 0.0% of their software$1.3MFlat
- Health CatalystHCAT46,132 shares · 0.0% of their software$1.2MFlat
- WorkivaWK33,693 shares · 0.0% of their software$1.1M−$10.4M
- InterDigital, Inc.IDCC22,361 shares · 0.0% of their software$998K−$10.3M
- Simulations PlusSLP28,142 shares · 0.0% of their software$982KFlat
- Ooma, Inc.OOMA78,624 shares · 0.0% of their software$939KFlat
- DynatraceDT35,125 shares · 0.0% of their software$838K+$750K
- PDF Solutions, Inc.PDFS71,028 shares · 0.0% of their software$832K−$1.8M
- Cerence Inc.CRNC46,835 shares · 0.0% of their software$722KFlat
- DomoDOMO63,291 shares · 0.0% of their software$629K—
- Sabre CorporationSABR102,235 shares · 0.0% of their software · price −$1.7M$607K−$6.1M
- YextYEXT58,812 shares · 0.0% of their software$599K−$2.8M
- Tucows Inc.TCX12,204 shares · 0.0% of their software$589K−$716K
- A10 Networks, Inc.ATEN70,998 shares · 0.0% of their software$441KFlat
- Donnelley Financial Solutions, Inc.DFIN79,965 shares · 0.0% of their software$421K−$1.9M
- Repay Holdings CorporationRPAY28,689 shares · 0.0% of their software$411KFlat
- Daily Journal CorporationDJCO1,761 shares · 0.0% of their software$402KFlat
- DHI Group, Inc.DHX136,597 shares · 0.0% of their software$295KFlat
- SoundThinking, Inc.SSTI10,387 shares · 0.0% of their software$286K−$721K
- i3 Verticals, Inc.IIIV14,857 shares · 0.0% of their software$284KFlat
- Digital TurbineAPPS56,027 shares · 0.0% of their software$242K−$2.1M
- Calix, Inc.CALX24,199 shares · 0.0% of their software$172KFlat
- PAR Technology CorporationPAR12,954 shares · 0.0% of their software$167KFlat
- Intellicheck, Inc.IDN43,420 shares · 0.0% of their software$147K−$793K
- Veritone, Inc.VERI61,387 shares · 0.0% of their software$143KFlat
- Lesaka Technologies, Inc.LSAK46,712 shares · 0.0% of their software$136KFlat
- Mitek Systems, Inc.MITK16,679 shares · 0.0% of their software$131K−$929K
- eGain CorporationEGAN15,110 shares · 0.0% of their software$111KFlat
- Allot Ltd.ALLT9,802 shares · 0.0% of their software$92KFlat
- Ribbon Communications Inc.RBBN29,813 shares · 0.0% of their software$91KFlat
- PowerFleet, Inc.AIOT6,124 shares · 0.0% of their software$21KFlat
- ReposiTrak, Inc.TRAK4,630 shares · 0.0% of their software$18KFlat
- Asure Software, Inc.ASUR2,791 shares · 0.0% of their software$17KFlat
- International Money Express, Inc.IMXI1,734 shares · 0.0% of their software$16KFlat
- Materialise NVMTLS851 shares · 0.0% of their software$16KFlat
- Red Violet, Inc.RDVT792 shares · 0.0% of their software$14KFlat
- Priority Technology Holdings, Inc.PRTH507 shares · 0.0% of their software$1KFlat