Generalist · New York, NY
Morgan Stanley
Q2 2020 · compared with Q1 2020
- Software
- $54.7B
- Weight of 13F
- 12.2%
- Names
- 151
- Net bought
- +$1.2B
Filed 14 August 2020 · SEC filing.
6,320 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
- MicrosoftMSFT59,003,087 shares · 22.0% of their software · price +$2.7B$12.0B−$443M
- ShopifySHOP5,511,243 shares · 9.6% of their software · price +$2.9B$5.2B+$64.6M
- ZoomZM15,153,907 shares · 7.0% of their software · price +$1.6B$3.8B+$433M
- Block, Inc.XYZ35,194,900 shares · 6.8% of their software · price +$1.8B$3.7B+$1.0B
- VeevaVEEV14,071,575 shares · 6.0% of their software · price +$1.1B$3.3BFlat
- ServiceNowNOW6,892,739 shares · 5.1% of their software · price +$817M$2.8B−$710M
- Uber Technologies, Inc.UBER86,921,191 shares · 4.9% of their software · price +$275M$2.7B+$241M
- TwilioTWLO11,166,684 shares · 4.5% of their software · price +$1.5B$2.5B−$10.3M
- OktaOKTA11,759,040 shares · 4.3% of their software · price +$917M$2.4B+$91.4M
- AdobeADBE5,159,200 shares · 4.1% of their software · price +$604M$2.2BFlat
- SalesforceCRM11,087,727 shares · 3.8% of their software · price +$481M$2.1B+$36.5M
- Automatic Data Processing, Inc.ADP11,547,039 shares · 3.1% of their software · price +$141M$1.7BFlat
- The Trade DeskTTD2,998,736 shares · 2.2% of their software · price +$640M$1.2B+$29.1M
- MongoDBMDB5,291,639 shares · 2.2% of their software · price +$475M$1.2BFlat
- WorkdayWDAY5,572,207 shares · 1.9% of their software · price +$318M$1.0B−$237M
- Roper Technologies, Inc.ROP1,868,475 shares · 1.3% of their software · price +$143M$725M+$341M
- DatadogDDOG8,065,864 shares · 1.3% of their software · price +$411M$701M+$239M
- AutodeskADSK2,372,773 shares · 1.0% of their software · price +$197M$568M+$121M
- FactSetFDS1,462,392 shares · 0.9% of their software · price +$99.1M$480M−$31.6M
- OracleORCL8,245,922 shares · 0.8% of their software · price +$57.2M$456M+$22.4M
- DocuSignDOCU2,620,306 shares · 0.8% of their software · price +$209M$451M−$5.8M
- Palo Alto NetworksPANW1,932,034 shares · 0.8% of their software · price +$127M$444M+$8.9M
- FastlyFSLY4,507,316 shares · 0.7% of their software · price +$298M$384M+$30.8M
- IntuitINTU592,956 shares · 0.3% of their software · price +$39.2M$176M−$32.7M
- PagSeguro Digital Ltd.PAGS4,232,636 shares · 0.3% of their software · price +$67.8M$150M+$30.4M
- AkamaiAKAM904,762 shares · 0.2% of their software · price +$14.1M$96.9M+$31.6M
- Fiserv, Inc.FISV920,104 shares · 0.2% of their software · price +$2.4M$89.8M−$15.6M
- CrowdStrikeCRWD891,076 shares · 0.2% of their software · price +$39.8M$89.4M−$5.3M
- Paychex, Inc.PAYX1,137,922 shares · 0.2% of their software · price +$14.6M$86.2M−$61.4M
- FortinetFTNT604,183 shares · 0.2% of their software · price +$21.8M$82.9M+$1.9M
- SAPSAP567,396 shares · 0.1% of their software · price +$16.7M$79.4M−$14.0M
- PaycomPAYC247,568 shares · 0.1% of their software · price +$26.7M$76.7M+$9.9M
- VeriskVRSK449,001 shares · 0.1% of their software · price +$13.8M$76.4M−$169M
- RingCentralRNG237,842 shares · 0.1% of their software · price +$17.4M$67.8M+$37.1M
- Five9FIVN601,673 shares · 0.1% of their software · price +$20.6M$66.6M+$22.2M
- TeradataTDC2,835,718 shares · 0.1% of their software · price +$879K$59.0M+$2.3M
- BlackLineBL691,464 shares · 0.1% of their software · price +$21.0M$57.3M−$2.7M
- AppFolioAPPF339,403 shares · 0.1% of their software · price +$17.6M$55.2M+$17.3M
- AppianAPPN1,053,585 shares · 0.1% of their software · price +$11.6M$54.0M+$18.1M
- CadenceCDNS557,469 shares · 0.1% of their software · price +$16.7M$53.5M+$18.2M
- Gen DigitalGEN2,505,097 shares · 0.1% of their software · price +$2.8M$49.7M+$26.4M
- Fair IsaacFICO115,362 shares · 0.1% of their software · price +$12.7M$48.2M+$25.6M
- NetApp, Inc.NTAP990,032 shares · 0.1% of their software · price +$2.7M$43.9M+$5.8M
- StoneCo Ltd.STNE1,069,704 shares · 0.1% of their software · price +$18.2M$41.5M−$6.2M
- Radware Ltd.RDWR1,671,607 shares · 0.1% of their software · price +$4.2M$39.4M+$20.5M
- CoStarCSGP55,372 shares · 0.1% of their software · price +$6.8M$39.4M+$2.3M
- DynatraceDT902,824 shares · 0.1% of their software · price +$15.1M$36.7M+$20.7M
- VeriSign, Inc.VRSN170,618 shares · 0.1% of their software · price +$4.6M$35.3M−$4.1M
- BroadridgeBR274,439 shares · 0.1% of their software · price +$8.6M$34.6MFlat
- 8x8EGHT2,106,809 shares · 0.1% of their software$33.7MFlat
- SynopsysSNPS171,280 shares · 0.1% of their software · price +$11.3M$33.4M−$2.0M
- LiveRamp Holdings, Inc.RAMP771,692 shares · 0.1% of their software · price +$7.4M$32.8M+$10.3M
- ZscalerZS296,791 shares · 0.1% of their software · price +$14.4M$32.5M+$8.4M
- ElasticESTC324,461 shares · 0.1% of their software · price +$11.8M$29.9M+$12.9M
- Lyft, Inc.LYFT894,991 shares · 0.1% of their software · price +$5.5M$29.5M−$16.9M
- HubSpotHUBS131,080 shares · 0.1% of their software · price +$11.9M$29.4M−$11.1M
- Q2QTWO334,492 shares · 0.1% of their software · price +$8.9M$28.7M−$2.7M
- GoDaddyGDDY391,220 shares · 0.1% of their software · price +$6.3M$28.7M+$11.8M
- BILLBILL260,116 shares · 0.0% of their software · price +$14.6M$23.5M+$1.1M
- SchrödingerSDGR246,330 shares · 0.0% of their software · price +$11.9M$22.6MSplit
- DescartesDSGX408,658 shares · 0.0% of their software · price +$7.6M$21.6M−$10.3M
- F5, Inc.FFIV151,635 shares · 0.0% of their software · price +$5.0M$21.2M+$6.6M
- BlackbaudBLKB340,226 shares · 0.0% of their software · price +$521K$19.4M−$6.7M
- Bandwidth Inc.BAND150,140 shares · 0.0% of their software · price +$9.0M$19.1M+$8.8M
- Amdocs LimitedDOX299,052 shares · 0.0% of their software · price +$1.8M$18.2M−$3.0M
- NutanixNTNX751,897 shares · 0.0% of their software · price +$5.9M$17.8M+$1.3M
- OpenTextOTEX375,967 shares · 0.0% of their software · price +$2.8M$16.0M−$3.1M
- NICENICE81,148 shares · 0.0% of their software · price +$3.7M$15.4M−$7.9M
- DropboxDBX687,664 shares · 0.0% of their software · price +$2.5M$15.0M+$3.2M
- GuidewireGWRE123,794 shares · 0.0% of their software · price +$3.9M$13.7M+$2.3M
- PhreesiaPHR482,946 shares · 0.0% of their software · price +$3.5M$13.7M−$4.3M
- BoxBOX632,466 shares · 0.0% of their software · price +$4.3M$13.1M+$5.1M
- CloudflareNET352,000 shares · 0.0% of their software · price +$4.4M$12.7M+$5.2M
- Check PointCHKP109,910 shares · 0.0% of their software · price +$757K$11.8M−$4.3M
- Tyler TechnologiesTYL30,092 shares · 0.0% of their software · price +$1.5M$10.4M+$1.5M
- Alarm.com Holdings, Inc.ALRM158,199 shares · 0.0% of their software · price +$4.1M$10.3M+$1.5M
- Health CatalystHCAT348,013 shares · 0.0% of their software · price +$1.1M$10.2M+$7.9M
- PagerDutyPD347,487 shares · 0.0% of their software · price +$3.9M$9.9M+$1.4M
- Xunlei LimitedXNET2,763,113 shares · 0.0% of their software$9.6M+$1.3M
- TrimbleTRMB204,614 shares · 0.0% of their software · price +$2.3M$8.8M+$2.8M
- SPS CommerceSPSC116,151 shares · 0.0% of their software · price +$3.3M$8.7M−$13.7M
- SS&CSSNC153,449 shares · 0.0% of their software · price +$1.9M$8.7M+$544K
- Cerence Inc.CRNC203,276 shares · 0.0% of their software · price +$5.2M$8.3M+$2.4M
- QualysQLYS73,041 shares · 0.0% of their software · price +$1.2M$7.6M−$5.4M
- PTCPTC95,840 shares · 0.0% of their software · price +$1.6M$7.5M+$614K
- BlackBerry LimitedBB1,515,807 shares · 0.0% of their software · price +$1.2M$7.4M−$6.3M
- ZoomInfoZI138,272 shares · 0.0% of their software$7.1MNew
- MorningstarMORN47,340 shares · 0.0% of their software · price +$1.2M$6.7M+$701K
- PaylocityPCTY43,579 shares · 0.0% of their software · price +$2.5M$6.4MFlat
- Upbound Group, Inc.UPBD227,877 shares · 0.0% of their software · price +$3.1M$6.3M+$896K
- WEX Inc.WEX36,626 shares · 0.0% of their software · price +$2.2M$6.0MSplit
- WorkivaWK104,702 shares · 0.0% of their software · price +$2.2M$5.6M+$2.3M
- Euronet Worldwide, Inc.EEFT57,204 shares · 0.0% of their software · price +$578K$5.5M+$2.0M
- WixWIX21,019 shares · 0.0% of their software · price +$3.3M$5.4MFlat
- ProgressPRGS136,344 shares · 0.0% of their software · price +$920K$5.3MFlat
- EVERTEC, Inc.EVTC177,333 shares · 0.0% of their software · price +$952K$5.0M−$747K
- Manhattan AssociatesMANH52,868 shares · 0.0% of their software · price +$2.3M$5.0M−$12.7M
- VaronisVRNS41,905 shares · 0.0% of their software · price +$1.0M$3.7MFlat
- Strategy IncMSTR30,944 shares · 0.0% of their software$3.7MFlat
- Simulations PlusSLP60,867 shares · 0.0% of their software · price +$1.5M$3.6M+$1.1M
- Sprout SocialSPT123,614 shares · 0.0% of their software · price +$1.4M$3.3M+$664K
- ACI WorldwideACIW115,093 shares · 0.0% of their software$3.1M−$8.0M
- TenableTENB102,899 shares · 0.0% of their software · price +$818K$3.1M+$508K
- Rapid7RPD57,328 shares · 0.0% of their software$2.9M+$800K
- ePlus inc.PLUS39,566 shares · 0.0% of their software$2.8MFlat
- PegasystemsPEGA26,992 shares · 0.0% of their software · price +$808K$2.7MFlat
- MIND C.T.I. LtdMNDO1,267,739 shares · 0.0% of their software$2.7MFlat
- OneSpan Inc.OSPN88,061 shares · 0.0% of their software · price +$861K$2.5MFlat
- YextYEXT144,702 shares · 0.0% of their software · price +$929K$2.4M+$875K
- Rimini Street, Inc.RMNI407,733 shares · 0.0% of their software$2.1MFlat
- PDF Solutions, Inc.PDFS95,852 shares · 0.0% of their software · price +$751K$1.9MFlat
- Agilysys, Inc.AGYS103,872 shares · 0.0% of their software$1.9MFlat
- Sabre CorporationSABR216,126 shares · 0.0% of their software$1.7M+$675K
- CommvaultCVLT40,565 shares · 0.0% of their software$1.6M−$35.4M
- DomoDOMO47,623 shares · 0.0% of their software$1.5M—
- Digital TurbineAPPS115,800 shares · 0.0% of their software · price +$957K$1.5MFlat
- Repay Holdings CorporationRPAY56,331 shares · 0.0% of their software · price +$579K$1.4MFlat
- Tucows Inc.TCX19,638 shares · 0.0% of their software$1.1MFlat
- InterDigital, Inc.IDCC19,587 shares · 0.0% of their software$1.1MFlat
- Endava plcDAVA22,452 shares · 0.0% of their software$1.1M−$3.2M
- Paysign, Inc.PAYS109,860 shares · 0.0% of their software$1.1M−$871K
- Agora, Inc.API18,800 shares · 0.0% of their software$830KNew · +$830K
- NetScout Systems, Inc.NTCT31,106 shares · 0.0% of their software$795K−$634K
- Donnelley Financial Solutions, Inc.DFIN94,160 shares · 0.0% of their software$790KFlat
- Shift4 Payments, Inc.FOUR21,745 shares · 0.0% of their software$772KNew · +$772K
- Mitek Systems, Inc.MITK78,212 shares · 0.0% of their software$752KFlat
- Daily Journal CorporationDJCO2,512 shares · 0.0% of their software$679KFlat
- PAR Technology CorporationPAR22,520 shares · 0.0% of their software$674KFlat
- i3 Verticals, Inc.IIIV19,755 shares · 0.0% of their software$598KFlat
- Calix, Inc.CALX24,791 shares · 0.0% of their software$369KFlat
- Veritone, Inc.VERI23,981 shares · 0.0% of their software$356KFlat
- A10 Networks, Inc.ATEN45,894 shares · 0.0% of their software$313KFlat
- DHI Group, Inc.DHX149,073 shares · 0.0% of their software$313KFlat
- SoundThinking, Inc.SSTI11,124 shares · 0.0% of their software$281KFlat
- Kingsoft Cloud Holdings LimitedKC5,920 shares · 0.0% of their software$187KNew · Flat
- Ooma, Inc.OOMA8,793 shares · 0.0% of their software$145K−$833K
- Ribbon Communications Inc.RBBN32,085 shares · 0.0% of their software$126KFlat
- eGain CorporationEGAN6,647 shares · 0.0% of their software$74KFlat
- Immersion CorporationIMMR11,356 shares · 0.0% of their software$71K−$1.6M
- International Money Express, Inc.IMXI4,798 shares · 0.0% of their software$60KFlat
- Intellicheck, Inc.IDN6,957 shares · 0.0% of their software$52KFlat
- Red Violet, Inc.RDVT2,747 shares · 0.0% of their software$48KFlat
- PowerFleet, Inc.AIOT8,715 shares · 0.0% of their software$40KFlat
- ReposiTrak, Inc.TRAK8,102 shares · 0.0% of their software$34KFlat
- AudioEye, Inc.AEYE3,150 shares · 0.0% of their software$32KNew · Flat
- Allot Ltd.ALLT3,055 shares · 0.0% of their software$32KFlat
- Asure Software, Inc.ASUR4,355 shares · 0.0% of their software$28KFlat
- Usio, Inc.USIO13,900 shares · 0.0% of their software$27KNew · Flat
- Materialise NVMTLS799 shares · 0.0% of their software$18KFlat
- Lesaka Technologies, Inc.LSAK5,254 shares · 0.0% of their software$16KFlat
- Priority Technology Holdings, Inc.PRTH2,361 shares · 0.0% of their software$6KFlat