Generalist · New York, NY
Morgan Stanley
Q1 2021 · compared with Q4 2020
- Software
- $80.8B
- Weight of 13F
- 12.0%
- Names
- 175
- Net bought
- +$4.0B
Filed 17 May 2021 · SEC filing.
7,244 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
- MicrosoftMSFT65,339,486 shares · 19.1% of their software · price +$872M$15.4B−$836M
- Uber Technologies, Inc.UBER128,831,213 shares · 8.7% of their software · price +$452M$7.0B+$348M
- ShopifySHOP6,032,425 shares · 8.3% of their software · price −$154M$6.7B+$1.3B
- Block, Inc.XYZ28,466,309 shares · 8.0% of their software · price +$268M$6.5BFlat
- ZoomZM11,642,461 shares · 4.6% of their software · price −$187M$3.7B−$628M
- TwilioTWLO10,826,266 shares · 4.6% of their software · price +$24.5M$3.7B+$530M
- VeevaVEEV14,059,822 shares · 4.5% of their software · price −$155M$3.7B−$306M
- ServiceNowNOW7,190,954 shares · 4.5% of their software · price −$362M$3.6BFlat
- AdobeADBE6,759,931 shares · 4.0% of their software · price −$167M$3.2BFlat
- SnowflakeSNOW12,747,746 shares · 3.6% of their software · price −$664M$2.9B+$1.8B
- SalesforceCRM13,776,503 shares · 3.6% of their software · price −$147M$2.9BFlat
- Automatic Data Processing, Inc.ADP14,243,757 shares · 3.3% of their software · price +$175M$2.7B+$103M
- OktaOKTA10,476,428 shares · 2.9% of their software · price −$354M$2.3B+$304M
- Roper Technologies, Inc.ROP2,992,739 shares · 1.5% of their software · price −$83.0M$1.2B+$495M
- The Trade DeskTTD1,736,021 shares · 1.4% of their software · price −$259M$1.1B−$338M
- DocuSignDOCU4,719,844 shares · 1.2% of their software · price −$93.7M$956M+$326M
- CloudflareNET13,049,620 shares · 1.1% of their software · price −$74.8M$917M+$328M
- Palo Alto NetworksPANW2,845,081 shares · 1.1% of their software · price −$94.8M$916M+$20.1M
- WorkdayWDAY3,688,092 shares · 1.1% of their software · price +$32.5M$916M−$441M
- DatadogDDOG10,768,754 shares · 1.1% of their software · price −$163M$897M+$803M
- FastlyFSLY13,071,115 shares · 1.1% of their software · price −$263M$879M+$24.4M
- OracleORCL11,134,451 shares · 1.0% of their software · price +$61.0M$781M+$48.9M
- MongoDBMDB2,689,624 shares · 0.9% of their software · price −$246M$719M+$34.9M
- ZoomInfoZI11,419,464 shares · 0.7% of their software$558M—
- UnityU3,436,754 shares · 0.4% of their software · price −$183M$345M−$21.3M
- IntuitINTU768,070 shares · 0.4% of their software · price +$2.5M$294M+$5.9M
- PalantirPLTR12,413,077 shares · 0.4% of their software · price −$3.2M$289M+$156M
- Strategy IncMSTR413,144 shares · 0.3% of their software · price +$120M$280MSplit
- FactSetFDS882,620 shares · 0.3% of their software · price −$21.1M$272M−$10.9M
- CourseraCOUR5,827,318 shares · 0.3% of their software$262MNew · +$262M
- CrowdStrikeCRWD1,411,579 shares · 0.3% of their software · price −$41.4M$258M−$34.6M
- Tyler TechnologiesTYL605,026 shares · 0.3% of their software · price −$7.3M$257M+$12.2M
- ElasticESTC2,068,359 shares · 0.3% of their software · price −$72.2M$230M+$105M
- PagSeguro Digital Ltd.PAGS4,273,006 shares · 0.2% of their software · price −$45.2M$198M−$54.7M
- AppFolioAPPF1,232,966 shares · 0.2% of their software · price −$47.6M$174M+$87.4M
- FortinetFTNT931,658 shares · 0.2% of their software · price +$33.4M$172M+$7.9M
- Paychex, Inc.PAYX1,673,500 shares · 0.2% of their software · price +$8.1M$164M+$37.0M
- JFrogFROG3,455,369 shares · 0.2% of their software · price −$63.8M$153M+$212M
- Fiserv, Inc.FISV1,208,927 shares · 0.2% of their software · price +$6.3M$144M−$55.5M
- AutodeskADSK445,118 shares · 0.2% of their software · price −$12.5M$123M−$50.8M
- CadenceCDNS854,849 shares · 0.1% of their software$117M+$11.3M
- Agora, Inc.API2,104,510 shares · 0.1% of their software · price +$22.5M$106M+$70.7M
- 8x8EGHT2,804,368 shares · 0.1% of their software$91.0M—
- VeriskVRSK497,300 shares · 0.1% of their software · price −$15.4M$87.9M−$106M
- Tuya Inc.TUYA4,102,700 shares · 0.1% of their software$86.7MNew · +$86.7M
- StoneCo Ltd.STNE1,393,781 shares · 0.1% of their software · price −$31.6M$85.3M−$42.9M
- AkamaiAKAM814,352 shares · 0.1% of their software · price −$2.5M$83.0M−$22.6M
- SynopsysSNPS320,156 shares · 0.1% of their software · price −$3.7M$79.3M−$25.1M
- C3.aiAI1,196,102 shares · 0.1% of their software · price −$87.1M$78.8M+$133M
- BroadridgeBR509,887 shares · 0.1% of their software$78.1M+$6.5M
- Lyft, Inc.LYFT1,176,067 shares · 0.1% of their software · price +$16.5M$74.3M−$180M
- NetApp, Inc.NTAP954,412 shares · 0.1% of their software · price +$6.1M$69.4M+$27.1M
- AppianAPPN483,520 shares · 0.1% of their software · price −$14.1M$64.3M−$267M
- Amdocs LimitedDOX880,600 shares · 0.1% of their software · price −$687K$61.8M+$40.2M
- HubSpotHUBS134,335 shares · 0.1% of their software · price +$7.8M$61.0M−$11.9M
- ZscalerZS338,535 shares · 0.1% of their software · price −$9.5M$58.1M+$5.1M
- SAPSAP469,213 shares · 0.1% of their software · price −$3.6M$57.6M+$1.6M
- Radware Ltd.RDWR1,971,358 shares · 0.1% of their software · price −$3.3M$51.4M−$19.1M
- BlackLineBL453,509 shares · 0.1% of their software · price −$11.3M$49.2MFlat
- PaycomPAYC131,447 shares · 0.1% of their software · price −$10.8M$48.6M−$42.3M
- BoxBOX2,115,083 shares · 0.1% of their software · price +$10.4M$48.6M−$15.2M
- LiveRamp Holdings, Inc.RAMP895,666 shares · 0.1% of their software · price −$19.1M$46.5M+$12.2M
- Fair IsaacFICO95,600 shares · 0.1% of their software · price −$2.4M$46.5M−$56.1M
- SchrödingerSDGR602,695 shares · 0.1% of their software · price −$1.7M$46.0M−$16.0M
- Five9FIVN289,433 shares · 0.1% of their software · price −$5.2M$45.2M−$12.9M
- PagerDutyPD1,076,538 shares · 0.1% of their software · price −$1.6M$43.3MFlat
- MagniteMGNI960,858 shares · 0.0% of their software · price +$10.5M$40.0M+$522K
- RingCentralRNG132,978 shares · 0.0% of their software · price −$10.8M$39.6M+$19.6M
- CoStarCSGP48,162 shares · 0.0% of their software · price −$4.9M$39.6M−$118M
- DomoDOMO692,175 shares · 0.0% of their software$39.0M—
- Digital TurbineAPPS477,671 shares · 0.0% of their software · price +$11.4M$38.4M+$12.6M
- Gen DigitalGEN1,780,676 shares · 0.0% of their software · price +$855K$37.9M−$1.8M
- VeriSign, Inc.VRSN184,385 shares · 0.0% of their software · price −$3.3M$36.6M−$3.3M
- WixWIX126,498 shares · 0.0% of their software · price +$3.7M$35.3M+$12.9M
- WEX Inc.WEX164,958 shares · 0.0% of their software · price +$939K$34.5M−$14.1M
- Cerence Inc.CRNC356,650 shares · 0.0% of their software · price −$3.9M$31.9M+$1.6M
- SPS CommerceSPSC309,841 shares · 0.0% of their software · price −$2.9M$30.8M+$15.6M
- TenableTENB830,031 shares · 0.0% of their software · price −$13.3M$30.0M+$22.0M
- Euronet Worldwide, Inc.EEFT211,177 shares · 0.0% of their software · price −$1.4M$29.2M+$24.9M
- TrimbleTRMB358,054 shares · 0.0% of their software · price +$3.9M$27.9M+$2.3M
- NutanixNTNX1,039,539 shares · 0.0% of their software · price −$5.5M$27.6M+$3.8M
- PaylocityPCTY142,265 shares · 0.0% of their software · price −$3.7M$25.6M+$10.5M
- BlackbaudBLKB329,249 shares · 0.0% of their software · price +$4.5M$23.4M+$1.9M
- F5, Inc.FFIV109,933 shares · 0.0% of their software · price +$3.6M$22.9M−$29.6M
- Manhattan AssociatesMANH189,865 shares · 0.0% of their software · price +$2.3M$22.3M−$7.1M
- Q2QTWO216,166 shares · 0.0% of their software · price −$5.7M$21.7M+$2.1M
- Alarm.com Holdings, Inc.ALRM243,790 shares · 0.0% of their software · price −$4.2M$21.1M+$8.7M
- Upbound Group, Inc.UPBD356,941 shares · 0.0% of their software · price +$6.9M$20.6M−$4.5M
- PTCPTC147,210 shares · 0.0% of their software · price +$2.7M$20.3M−$9.3M
- Xunlei LimitedXNET3,092,856 shares · 0.0% of their software · price +$11.3M$20.2M−$1.3M
- VaronisVRNS391,485 shares · 0.0% of their software · price −$44.0M$20.1M+$50.9M
- Sabre CorporationSABR1,323,197 shares · 0.0% of their software · price +$3.7M$19.6M−$9.2M
- QualysQLYS184,328 shares · 0.0% of their software · price −$3.2M$19.3M+$9.0M
- NICENICE85,778 shares · 0.0% of their software · price −$5.6M$18.7M+$9.2M
- Bandwidth Inc.BAND143,901 shares · 0.0% of their software · price −$3.9M$18.2M−$8.3M
- Rackspace Technology, Inc.RXT653,291 shares · 0.0% of their software · price +$3.1M$15.5M+$7.0M
- MorningstarMORN68,164 shares · 0.0% of their software$15.3M+$562K
- GoDaddyGDDY196,638 shares · 0.0% of their software · price −$1.0M$15.3M−$11.4M
- Check PointCHKP130,610 shares · 0.0% of their software · price −$2.7M$14.6MFlat
- DropboxDBX544,913 shares · 0.0% of their software · price +$2.4M$14.5M−$130M
- Kingsoft Cloud Holdings LimitedKC362,695 shares · 0.0% of their software · price −$1.5M$14.3M+$13.1M
- PhreesiaPHR262,932 shares · 0.0% of their software · price −$568K$13.7M−$2.3M
- OpenTextOTEX265,287 shares · 0.0% of their software · price +$597K$12.7M−$3.3M
- SS&CSSNC180,211 shares · 0.0% of their software · price −$519K$12.6M+$1.4M
- Endava plcDAVA147,939 shares · 0.0% of their software · price +$1.2M$12.5M−$7.8M
- BlackBerry LimitedBB1,402,028 shares · 0.0% of their software · price +$2.5M$11.8M−$1.6M
- Commerce.com, Inc.CMRC199,260 shares · 0.0% of their software · price −$1.3M$11.5M−$26.9M
- Health CatalystHCAT241,752 shares · 0.0% of their software · price +$783K$11.3M−$3.2M
- EVERTEC, Inc.EVTC283,104 shares · 0.0% of their software · price −$595K$10.5M−$9.1M
- ACI WorldwideACIW249,513 shares · 0.0% of their software$9.5M+$2.5M
- Sprout SocialSPT152,783 shares · 0.0% of their software · price +$1.9M$8.8M−$9.7M
- BILLBILL59,346 shares · 0.0% of their software · price +$534K$8.6M−$25.9M
- WorkivaWK93,471 shares · 0.0% of their software$8.3M−$4.3M
- TeradataTDC201,801 shares · 0.0% of their software · price +$3.2M$7.8M−$15.3M
- DynatraceDT155,753 shares · 0.0% of their software · price +$774K$7.5M−$10.9M
- Rapid7RPD99,735 shares · 0.0% of their software · price −$1.6M$7.4M−$10.1M
- Veritone, Inc.VERI303,515 shares · 0.0% of their software · price −$1.4M$7.3M+$6.7M
- Bentley SystemsBSY152,556 shares · 0.0% of their software · price +$979K$7.2M+$5.8M
- NetScout Systems, Inc.NTCT247,354 shares · 0.0% of their software$7.0M+$4.3M
- Shift4 Payments, Inc.FOUR83,133 shares · 0.0% of their software · price +$550K$6.8MFlat
- Agilysys, Inc.AGYS124,227 shares · 0.0% of their software · price +$1.2M$6.0M+$1.0M
- YextYEXT407,964 shares · 0.0% of their software · price −$506K$5.9M+$3.7M
- Telos CorporationTLS150,017 shares · 0.0% of their software · price +$741K$5.7M+$2.1M
- ePlus inc.PLUS54,557 shares · 0.0% of their software · price +$638K$5.4M−$1.8M
- ProgressPRGS117,446 shares · 0.0% of their software$5.2M−$1.4M
- PDF Solutions, Inc.PDFS279,884 shares · 0.0% of their software · price −$1.1M$5.0M+$4.0M
- Simulations PlusSLP75,590 shares · 0.0% of their software · price −$656K$4.8MFlat
- Materialise NVMTLS123,838 shares · 0.0% of their software · price −$2.3M$4.5M+$6.5M
- GuidewireGWRE42,686 shares · 0.0% of their software · price −$1.2M$4.3M+$706K
- PegasystemsPEGA35,772 shares · 0.0% of their software · price −$677K$4.1MFlat
- AsanaASAN141,102 shares · 0.0% of their software$4.0M−$11.8M
- DescartesDSGX62,428 shares · 0.0% of their software$3.8M−$3.9M
- MIND C.T.I. LtdMNDO1,266,232 shares · 0.0% of their software$3.4MFlat
- Rimini Street, Inc.RMNI371,367 shares · 0.0% of their software · price +$1.7M$3.3MFlat
- CommvaultCVLT43,425 shares · 0.0% of their software$2.8M−$1.8M
- Donnelley Financial Solutions, Inc.DFIN94,709 shares · 0.0% of their software · price +$1.0M$2.6MFlat
- Yalla Group LimitedYALA90,270 shares · 0.0% of their software · price +$964K$2.3MFlat
- OneSpan Inc.OSPN84,824 shares · 0.0% of their software$2.1MFlat
- InterDigital, Inc.IDCC32,511 shares · 0.0% of their software$2.1M−$1.1M
- PAR Technology CorporationPAR27,430 shares · 0.0% of their software$1.8MFlat
- Mitek Systems, Inc.MITK123,011 shares · 0.0% of their software$1.8MFlat
- Ribbon Communications Inc.RBBN204,278 shares · 0.0% of their software$1.7M+$903K
- Repay Holdings CorporationRPAY68,004 shares · 0.0% of their software$1.6MFlat
- Allot Ltd.ALLT85,922 shares · 0.0% of their software$1.4MFlat
- eGain CorporationEGAN142,073 shares · 0.0% of their software$1.3M+$934K
- PubMaticPUBM22,878 shares · 0.0% of their software$1.1M+$602K
- i3 Verticals, Inc.IIIV33,348 shares · 0.0% of their software$1.0MFlat
- Lesaka Technologies, Inc.LSAK161,724 shares · 0.0% of their software$906K−$1.7M
- Tucows Inc.TCX11,539 shares · 0.0% of their software$894K−$586K
- Usio, Inc.USIO129,480 shares · 0.0% of their software$831KFlat
- Cognyte Software Ltd.CGNT27,402 shares · 0.0% of their software$762KNew · +$762K
- Calix, Inc.CALX21,570 shares · 0.0% of their software$748K−$1.8M
- International Money Express, Inc.IMXI43,116 shares · 0.0% of their software$647K−$1.1M
- Ooma, Inc.OOMA39,785 shares · 0.0% of their software$631K−$1.7M
- Daily Journal CorporationDJCO1,381 shares · 0.0% of their software$437K−$681K
- Immersion CorporationIMMR43,020 shares · 0.0% of their software$412KFlat
- DoceboDCBO8,888 shares · 0.0% of their software$380KFlat
- DigitalOceanDOCN7,028 shares · 0.0% of their software$296KNew · Flat
- A10 Networks, Inc.ATEN26,420 shares · 0.0% of their software$254K−$3.3M
- Rekor Systems, Inc.REKR10,839 shares · 0.0% of their software$217KNew · Flat
- VertexVERX9,659 shares · 0.0% of their software$212K−$577K
- SoundThinking, Inc.SSTI5,754 shares · 0.0% of their software$202KFlat
- CertaraCERT6,318 shares · 0.0% of their software$173KFlat
- Paysign, Inc.PAYS30,223 shares · 0.0% of their software$132K−$1.9M
- ReposiTrak, Inc.TRAK18,171 shares · 0.0% of their software$111KFlat
- PowerFleet, Inc.AIOT11,991 shares · 0.0% of their software$99KFlat
- Duos Technologies Group, Inc.DUOT5,200 shares · 0.0% of their software$57KNew · Flat
- Intellicheck, Inc.IDN4,673 shares · 0.0% of their software$39KFlat
- AudioEye, Inc.AEYE1,274 shares · 0.0% of their software$36K−$772K
- DHI Group, Inc.DHX6,181 shares · 0.0% of their software$21KFlat
- Asure Software, Inc.ASUR2,187 shares · 0.0% of their software$17KFlat
- Red Violet, Inc.RDVT786 shares · 0.0% of their software$15KFlat
- NetSol Technologies, Inc.NTWK2,750 shares · 0.0% of their software$11KFlat
- Viant Technology Inc.DSP50 shares · 0.0% of their software$3KNew · Flat
- Priority Technology Holdings, Inc.PRTH272 shares · 0.0% of their software$2KFlat