Generalist · New York, NY
Morgan Stanley
Q3 2020 · compared with Q2 2020
- Software
- $67.9B
- Weight of 13F
- 13.3%
- Names
- 163
- Net bought
- +$2.7B
Filed 13 November 2020 · SEC filing.
6,446 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
- MicrosoftMSFT60,234,432 shares · 18.7% of their software · price +$411M$12.7B+$251M
- ZoomZM14,460,950 shares · 10.0% of their software · price +$3.1B$6.8B−$176M
- Block, Inc.XYZ35,100,493 shares · 8.4% of their software · price +$2.0B$5.7BFlat
- ShopifySHOP5,093,407 shares · 7.7% of their software · price +$376M$5.2B−$397M
- VeevaVEEV14,610,971 shares · 6.1% of their software · price +$683M$4.1B+$126M
- Uber Technologies, Inc.UBER101,457,585 shares · 5.5% of their software · price +$548M$3.7B+$452M
- ServiceNowNOW7,221,477 shares · 5.2% of their software · price +$577M$3.5B+$133M
- SalesforceCRM12,206,616 shares · 4.5% of their software · price +$781M$3.1B+$210M
- AdobeADBE6,204,962 shares · 4.5% of their software · price +$342M$3.0B+$455M
- TwilioTWLO11,661,814 shares · 4.2% of their software · price +$323M$2.9B+$109M
- OktaOKTA12,838,519 shares · 4.0% of their software · price +$175M$2.7B+$216M
- Automatic Data Processing, Inc.ADP13,551,925 shares · 2.8% of their software · price −$127M$1.9B+$299M
- The Trade DeskTTD3,444,492 shares · 2.6% of their software · price +$387M$1.8B+$181M
- WorkdayWDAY6,032,799 shares · 1.9% of their software · price +$168M$1.3B+$86.3M
- MongoDBMDB4,147,750 shares · 1.4% of their software · price +$21.4M$960M−$259M
- DatadogDDOG8,432,539 shares · 1.3% of their software · price +$128M$861M+$31.9M
- Roper Technologies, Inc.ROP1,905,885 shares · 1.1% of their software · price +$13.1M$753M+$14.5M
- FastlyFSLY7,606,103 shares · 1.0% of their software · price +$65.0M$713M+$264M
- Palo Alto NetworksPANW2,911,178 shares · 1.0% of their software · price +$43.9M$713M+$225M
- OracleORCL9,742,075 shares · 0.9% of their software · price +$43.2M$582M+$82.7M
- DocuSignDOCU2,670,493 shares · 0.8% of their software · price +$115M$575M+$8.6M
- FactSetFDS1,201,276 shares · 0.6% of their software · price +$7.7M$402M−$85.8M
- AutodeskADSK1,656,766 shares · 0.6% of their software · price −$13.6M$383M−$171M
- SnowflakeSNOW1,409,359 shares · 0.5% of their software$354MNew · +$354M
- UnityU2,461,555 shares · 0.3% of their software$215MNew · +$215M
- IntuitINTU519,306 shares · 0.2% of their software · price +$15.6M$169M−$21.8M
- PagSeguro Digital Ltd.PAGS4,293,942 shares · 0.2% of their software · price +$10.2M$162M+$2.2M
- Fiserv, Inc.FISV1,341,053 shares · 0.2% of their software · price +$7.3M$138M+$41.1M
- Paychex, Inc.PAYX1,561,498 shares · 0.2% of their software · price +$6.3M$125M+$32.1M
- ZoomInfoZI2,753,293 shares · 0.2% of their software$118M—
- CrowdStrikeCRWD710,646 shares · 0.1% of their software · price +$26.3M$97.6M−$18.1M
- AkamaiAKAM784,566 shares · 0.1% of their software · price +$2.7M$86.7M−$12.9M
- SAPSAP542,949 shares · 0.1% of their software · price +$8.6M$84.6M−$3.4M
- VeriskVRSK390,945 shares · 0.1% of their software · price +$5.9M$72.4M−$9.9M
- AppianAPPN1,116,253 shares · 0.1% of their software · price +$15.1M$72.3M+$3.2M
- Five9FIVN544,311 shares · 0.1% of their software · price +$10.3M$70.6M−$6.3M
- FortinetFTNT585,300 shares · 0.1% of their software · price −$11.4M$69.0M−$2.6M
- Yalla Group LimitedYALA9,494,146 shares · 0.1% of their software$66.5MNew · +$66.5M
- Lyft, Inc.LYFT2,394,491 shares · 0.1% of their software · price −$13.1M$66.0M+$49.5M
- AppFolioAPPF460,828 shares · 0.1% of their software · price −$9.6M$65.4M+$19.8M
- ElasticESTC555,264 shares · 0.1% of their software · price +$8.7M$59.9M+$21.3M
- StoneCo Ltd.STNE1,129,857 shares · 0.1% of their software · price +$16.0M$59.8M+$2.3M
- CadenceCDNS556,382 shares · 0.1% of their software · price +$5.9M$59.3MFlat
- BlackLineBL610,615 shares · 0.1% of their software · price +$4.1M$54.7M−$6.7M
- SynopsysSNPS237,440 shares · 0.1% of their software · price +$4.5M$50.8M+$12.9M
- HubSpotHUBS146,039 shares · 0.1% of their software · price +$9.9M$42.7M+$3.4M
- VeriSign, Inc.VRSN200,401 shares · 0.1% of their software$41.1M+$6.2M
- CoStarCSGP47,863 shares · 0.1% of their software · price +$6.6M$40.6M−$5.3M
- BroadridgeBR293,158 shares · 0.1% of their software · price +$1.7M$38.7M+$2.4M
- LiveRamp Holdings, Inc.RAMP735,803 shares · 0.1% of their software · price +$6.8M$38.1M−$1.5M
- DomoDOMO977,578 shares · 0.1% of their software$37.5M—
- PaycomPAYC118,468 shares · 0.1% of their software$36.9M−$40.0M
- ZscalerZS246,359 shares · 0.1% of their software · price +$7.7M$34.7M−$5.5M
- Radware Ltd.RDWR1,367,095 shares · 0.0% of their software · price +$889K$33.1M−$7.2M
- WixWIX128,059 shares · 0.0% of their software$32.6M+$27.4M
- Gen DigitalGEN1,519,273 shares · 0.0% of their software · price +$1.5M$31.7M−$19.5M
- Commerce.com, Inc.CMRC371,593 shares · 0.0% of their software$31.0MNew · +$31.0M
- F5, Inc.FFIV251,845 shares · 0.0% of their software · price −$4.2M$30.9M+$14.0M
- 8x8EGHT1,955,214 shares · 0.0% of their software$30.4M—
- Q2QTWO325,563 shares · 0.0% of their software · price +$1.8M$29.7M−$766K
- PalantirPLTR3,026,692 shares · 0.0% of their software$28.8MNew · +$28.8M
- RingCentralRNG102,890 shares · 0.0% of their software · price −$1.1M$28.3M−$38.5M
- WEX Inc.WEX199,525 shares · 0.0% of their software · price −$5.2M$27.7M+$26.9M
- NetApp, Inc.NTAP590,376 shares · 0.0% of their software$25.9M−$17.7M
- BILLBILL252,421 shares · 0.0% of their software · price +$2.5M$25.3M−$694K
- SchrödingerSDGR521,831 shares · 0.0% of their software · price −$23.0M$24.8M+$25.2M
- Fair IsaacFICO58,051 shares · 0.0% of their software$24.7M−$24.0M
- Bandwidth Inc.BAND131,246 shares · 0.0% of their software · price +$6.2M$22.9M−$2.4M
- Strategy IncMSTR142,908 shares · 0.0% of their software · price +$4.6M$21.5M+$13.2M
- DescartesDSGX368,132 shares · 0.0% of their software · price +$1.5M$21.0M−$2.1M
- NutanixNTNX848,192 shares · 0.0% of their software · price −$1.3M$18.8M+$2.3M
- NICENICE81,344 shares · 0.0% of their software · price +$3.1M$18.5MFlat
- PagerDutyPD658,611 shares · 0.0% of their software · price −$995K$17.9M+$8.9M
- Alarm.com Holdings, Inc.ALRM320,811 shares · 0.0% of their software · price −$3.1M$17.7M+$10.5M
- CloudflareNET412,341 shares · 0.0% of their software · price +$2.1M$16.9M+$2.2M
- Tyler TechnologiesTYL48,153 shares · 0.0% of their software$16.8M+$6.3M
- OpenTextOTEX377,272 shares · 0.0% of their software$15.9MFlat
- Upbound Group, Inc.UPBD469,580 shares · 0.0% of their software · price +$972K$14.0M+$6.7M
- GoDaddyGDDY181,506 shares · 0.0% of their software$13.8M−$15.4M
- Check PointCHKP111,170 shares · 0.0% of their software · price +$1.4M$13.4MFlat
- BlackbaudBLKB231,986 shares · 0.0% of their software$13.0M−$6.2M
- Amdocs LimitedDOX215,658 shares · 0.0% of their software · price −$748K$12.4M−$5.1M
- TrimbleTRMB252,651 shares · 0.0% of their software · price +$1.4M$12.3M+$2.1M
- BoxBOX672,404 shares · 0.0% of their software · price −$2.3M$11.7M+$829K
- DropboxDBX601,033 shares · 0.0% of their software · price −$1.5M$11.6M−$1.9M
- Agora, Inc.API250,651 shares · 0.0% of their software$10.8M+$10.2M
- Xunlei LimitedXNET2,879,778 shares · 0.0% of their software$9.9MFlat
- TenableTENB242,498 shares · 0.0% of their software · price +$1.9M$9.2M+$4.2M
- Euronet Worldwide, Inc.EEFT98,351 shares · 0.0% of their software$9.0M+$3.9M
- BlackBerry LimitedBB1,922,759 shares · 0.0% of their software · price −$577K$8.8M+$2.0M
- SPS CommerceSPSC113,101 shares · 0.0% of their software$8.8MFlat
- PTCPTC103,745 shares · 0.0% of their software · price +$511K$8.6M+$615K
- SS&CSSNC140,853 shares · 0.0% of their software · price +$569K$8.5M−$711K
- Health CatalystHCAT230,071 shares · 0.0% of their software · price +$1.7M$8.4M−$3.4M
- Sprout SocialSPT205,040 shares · 0.0% of their software · price +$2.4M$7.9M+$2.2M
- MorningstarMORN48,143 shares · 0.0% of their software · price +$946K$7.7MFlat
- TeradataTDC336,662 shares · 0.0% of their software · price +$640K$7.6M−$52.0M
- PaylocityPCTY41,211 shares · 0.0% of their software · price +$640K$6.7MFlat
- Manhattan AssociatesMANH68,093 shares · 0.0% of their software$6.5M+$1.4M
- QualysQLYS65,975 shares · 0.0% of their software$6.5M−$735K
- Cerence Inc.CRNC118,133 shares · 0.0% of their software · price +$949K$5.8M−$3.5M
- EVERTEC, Inc.EVTC163,492 shares · 0.0% of their software · price +$1.1M$5.7MFlat
- Rapid7RPD82,989 shares · 0.0% of their software · price +$848K$5.1M+$1.3M
- Simulations PlusSLP67,428 shares · 0.0% of their software · price +$1.0M$5.1MFlat
- Endava plcDAVA74,921 shares · 0.0% of their software · price +$1.1M$4.7M+$2.5M
- ProgressPRGS127,688 shares · 0.0% of their software$4.7MFlat
- Digital TurbineAPPS124,479 shares · 0.0% of their software · price +$2.5M$4.1MFlat
- GuidewireGWRE38,677 shares · 0.0% of their software$4.0M−$9.4M
- JFrogFROG46,955 shares · 0.0% of their software$4.0MNew · +$4.0M
- VaronisVRNS33,941 shares · 0.0% of their software · price +$914K$3.9M−$705K
- Repay Holdings CorporationRPAY165,065 shares · 0.0% of their software$3.9M+$2.7M
- Shift4 Payments, Inc.FOUR69,867 shares · 0.0% of their software · price +$898K$3.4M+$1.7M
- MIND C.T.I. LtdMNDO1,300,115 shares · 0.0% of their software$3.0MFlat
- Sabre CorporationSABR460,708 shares · 0.0% of their software · price −$714K$3.0M+$2.0M
- CommvaultCVLT72,688 shares · 0.0% of their software$3.0M+$1.2M
- DynatraceDT65,903 shares · 0.0% of their software$2.7M−$34.0M
- ePlus inc.PLUS35,454 shares · 0.0% of their software$2.6MFlat
- WorkivaWK41,550 shares · 0.0% of their software$2.3M−$3.4M
- Rackspace Technology, Inc.RXT115,805 shares · 0.0% of their software$2.2MNew · +$2.2M
- Agilysys, Inc.AGYS92,326 shares · 0.0% of their software · price +$574K$2.2MFlat
- OneSpan Inc.OSPN90,607 shares · 0.0% of their software · price −$632K$1.9MFlat
- MagniteMGNI240,138 shares · 0.0% of their software$1.7MNew · +$1.6M
- Ooma, Inc.OOMA122,879 shares · 0.0% of their software$1.6M+$1.9M
- PegasystemsPEGA12,333 shares · 0.0% of their software$1.5M−$1.5M
- ACI WorldwideACIW56,027 shares · 0.0% of their software$1.5M−$1.6M
- PDF Solutions, Inc.PDFS77,526 shares · 0.0% of their software$1.5MFlat
- PhreesiaPHR44,942 shares · 0.0% of their software$1.4M−$12.4M
- Rimini Street, Inc.RMNI444,604 shares · 0.0% of their software · price −$858K$1.4MFlat
- YextYEXT78,331 shares · 0.0% of their software$1.2M−$1.1M
- Donnelley Financial Solutions, Inc.DFIN87,506 shares · 0.0% of their software$1.2MFlat
- Tucows Inc.TCX12,878 shares · 0.0% of their software$887KFlat
- InterDigital, Inc.IDCC11,257 shares · 0.0% of their software$642KFlat
- Paysign, Inc.PAYS97,807 shares · 0.0% of their software$555KFlat
- Mitek Systems, Inc.MITK43,026 shares · 0.0% of their software$549KFlat
- PAR Technology CorporationPAR12,662 shares · 0.0% of their software$513KFlat
- AsanaASAN17,485 shares · 0.0% of their software$504KNew · +$504K
- Materialise NVMTLS12,268 shares · 0.0% of their software$453KFlat
- Daily Journal CorporationDJCO1,795 shares · 0.0% of their software$435KFlat
- i3 Verticals, Inc.IIIV16,479 shares · 0.0% of their software$416KFlat
- Veritone, Inc.VERI41,860 shares · 0.0% of their software$383KFlat
- DHI Group, Inc.DHX150,468 shares · 0.0% of their software$340KFlat
- SoundThinking, Inc.SSTI9,096 shares · 0.0% of their software$282KFlat
- NetScout Systems, Inc.NTCT12,816 shares · 0.0% of their software$280KFlat
- VertexVERX9,647 shares · 0.0% of their software$222KNew · Flat
- Calix, Inc.CALX12,450 shares · 0.0% of their software$220KFlat
- Allot Ltd.ALLT23,162 shares · 0.0% of their software$210KFlat
- Kingsoft Cloud Holdings LimitedKC6,336 shares · 0.0% of their software$187KFlat
- Bentley SystemsBSY5,590 shares · 0.0% of their software$176KNew · Flat
- Rekor Systems, Inc.REKR23,100 shares · 0.0% of their software$133KNew · Flat
- A10 Networks, Inc.ATEN14,512 shares · 0.0% of their software$93KFlat
- ReposiTrak, Inc.TRAK18,329 shares · 0.0% of their software$90KFlat
- Ribbon Communications Inc.RBBN19,626 shares · 0.0% of their software$75KFlat
- International Money Express, Inc.IMXI5,083 shares · 0.0% of their software$73KFlat
- PowerFleet, Inc.AIOT12,345 shares · 0.0% of their software$69KFlat
- Immersion CorporationIMMR9,306 shares · 0.0% of their software$66KFlat
- Usio, Inc.USIO38,125 shares · 0.0% of their software$59KFlat
- Lesaka Technologies, Inc.LSAK9,878 shares · 0.0% of their software$34KFlat
- eGain CorporationEGAN2,110 shares · 0.0% of their software$30KFlat
- AudioEye, Inc.AEYE1,930 shares · 0.0% of their software$28KFlat
- Red Violet, Inc.RDVT1,369 shares · 0.0% of their software$26KFlat
- Asure Software, Inc.ASUR2,074 shares · 0.0% of their software$16KFlat
- Intellicheck, Inc.IDN1,694 shares · 0.0% of their software$12KFlat
- Priority Technology Holdings, Inc.PRTH754 shares · 0.0% of their software$2KFlat