Generalist · New York, NY
Morgan Stanley
Q2 2021 · compared with Q1 2021
- Software
- $100B
- Weight of 13F
- 13.3%
- Names
- 198
- Net bought
- +$20.2B
Filed 16 August 2021 · SEC filing.
7,488 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
- MicrosoftMSFT68,123,020 shares · 18.4% of their software · price +$2.4B$18.5B+$656M
- ShopifySHOP5,951,260 shares · 8.7% of their software · price +$2.1B$8.7B−$89.8M
- Block, Inc.XYZ28,915,291 shares · 7.0% of their software · price +$484M$7.0B+$102M
- Uber Technologies, Inc.UBER125,630,483 shares · 6.3% of their software · price −$552M$6.3B−$174M
- ZoomZM12,384,701 shares · 4.8% of their software · price +$814M$4.8B+$238M
- TwilioTWLO10,978,417 shares · 4.3% of their software · price +$586M$4.3B+$51.8M
- VeevaVEEV13,535,099 shares · 4.2% of their software · price +$673M$4.2B−$137M
- AdobeADBE7,026,969 shares · 4.1% of their software · price +$775M$4.1B+$127M
- SalesforceCRM16,563,897 shares · 4.0% of their software · price +$537M$4.0B+$591M
- ServiceNowNOW7,277,395 shares · 4.0% of their software · price +$360M$4.0B+$43.2M
- SnowflakeSNOW14,898,244 shares · 3.6% of their software · price +$187M$3.6B+$493M
- CloudflareNET28,729,894 shares · 3.0% of their software · price +$1.0B$3.0B+$1.1B
- Automatic Data Processing, Inc.ADP13,906,948 shares · 2.8% of their software · price +$141M$2.8B−$63.5M
- OktaOKTA10,402,398 shares · 2.5% of their software · price +$252M$2.5BFlat
- DocuSignDOCU6,661,767 shares · 1.9% of their software · price +$514M$1.9B+$393M
- The Trade DeskTTD20,863,887 shares · 1.6% of their software · price −$12.0B$1.6B+$12.5B
- Roper Technologies, Inc.ROP3,100,096 shares · 1.5% of their software · price +$207M$1.5B+$43.3M
- DatadogDDOG13,609,503 shares · 1.4% of their software · price +$282M$1.4B+$237M
- MongoDBMDB3,720,911 shares · 1.3% of their software · price +$350M$1.3B+$276M
- CrowdStrikeCRWD4,563,798 shares · 1.1% of their software · price +$314M$1.1B+$575M
- Palo Alto NetworksPANW2,986,354 shares · 1.1% of their software · price +$146M$1.1B+$45.5M
- UnityU9,302,677 shares · 1.0% of their software · price +$88.6M$1.0B+$588M
- WorkdayWDAY4,253,904 shares · 1.0% of their software · price −$41.2M$1.0B+$141M
- OracleORCL12,477,053 shares · 1.0% of their software · price +$95.7M$971M+$94.2M
- FastlyFSLY13,467,444 shares · 0.8% of their software · price −$103M$803M+$26.7M
- ZoomInfoZI11,209,849 shares · 0.6% of their software$585M—
- SentinelOneS11,060,482 shares · 0.5% of their software$470MNew · +$470M
- IntuitINTU791,200 shares · 0.4% of their software · price +$84.7M$388M+$8.9M
- PalantirPLTR13,981,236 shares · 0.4% of their software · price +$42.9M$369M+$36.5M
- FactSetFDS944,784 shares · 0.3% of their software · price +$25.5M$317M+$19.2M
- ElasticESTC1,971,482 shares · 0.3% of their software · price +$68.1M$287M−$10.8M
- Strategy IncMSTR388,783 shares · 0.3% of their software · price −$5.6M$258M−$16.5M
- Fiserv, Inc.FISV2,264,022 shares · 0.2% of their software · price −$27.5M$242M+$126M
- PagSeguro Digital Ltd.PAGS3,942,509 shares · 0.2% of their software · price +$37.9M$220M−$15.3M
- FortinetFTNT805,105 shares · 0.2% of their software · price +$43.3M$192M−$23.3M
- AutodeskADSK643,701 shares · 0.2% of their software · price +$9.5M$188M+$55.0M
- NetApp, Inc.NTAP1,967,671 shares · 0.2% of their software · price +$18.0M$161M+$73.6M
- Paychex, Inc.PAYX1,371,365 shares · 0.1% of their software · price +$12.7M$147M−$29.6M
- Lyft, Inc.LYFT2,175,245 shares · 0.1% of their software · price −$5.9M$132M+$63.1M
- StoneCo Ltd.STNE1,755,546 shares · 0.1% of their software · price +$10.3M$118M+$22.1M
- VeriskVRSK667,568 shares · 0.1% of their software · price −$1.3M$117M+$30.1M
- SynopsysSNPS408,134 shares · 0.1% of their software · price +$11.4M$113M+$21.8M
- 8x8EGHT4,009,264 shares · 0.1% of their software$111M—
- AppFolioAPPF755,925 shares · 0.1% of their software$107M−$67.5M
- Agora, Inc.API2,533,042 shares · 0.1% of their software · price −$21.0M$106M+$21.5M
- UiPathPATH1,534,169 shares · 0.1% of their software$104MNew · +$104M
- BlackLineBL926,856 shares · 0.1% of their software · price +$2.7M$103M+$51.3M
- CoStarCSGP1,239,358 shares · 0.1% of their software · price −$916M$103M+$979M
- BroadridgeBR628,127 shares · 0.1% of their software · price +$5.3M$101M+$18.1M
- HubSpotHUBS163,847 shares · 0.1% of their software · price +$21.1M$95.5M+$13.4M
- WixWIX326,259 shares · 0.1% of their software · price +$3.6M$94.7M+$55.8M
- F5, Inc.FFIV507,047 shares · 0.1% of their software · price −$11.1M$94.6M+$82.8M
- RingCentralRNG322,094 shares · 0.1% of their software · price −$2.4M$93.6M+$56.3M
- SchrödingerSDGR1,173,590 shares · 0.1% of their software · price −$798K$88.7M+$43.6M
- VeriSign, Inc.VRSN383,766 shares · 0.1% of their software · price +$11.1M$87.4M+$39.6M
- AkamaiAKAM704,573 shares · 0.1% of their software · price +$10.4M$82.2M−$11.2M
- AppianAPPN595,919 shares · 0.1% of their software · price +$2.9M$82.1M+$14.9M
- Check PointCHKP647,192 shares · 0.1% of their software · price +$2.7M$75.2M+$57.8M
- CadenceCDNS549,213 shares · 0.1% of their software$75.1M−$41.9M
- ZscalerZS344,900 shares · 0.1% of their software · price +$15.3M$74.5M+$1.1M
- BILLBILL378,675 shares · 0.1% of their software · price +$14.3M$69.4M+$46.5M
- Fair IsaacFICO137,450 shares · 0.1% of their software · price +$2.3M$69.1M+$20.3M
- DomoDOMO842,151 shares · 0.1% of their software$68.1M—
- SAPSAP478,867 shares · 0.1% of their software · price +$8.5M$67.3M+$1.2M
- BoxBOX2,615,252 shares · 0.1% of their software · price +$6.8M$66.8M+$11.5M
- Digital TurbineAPPS876,887 shares · 0.1% of their software · price −$3.8M$66.7M+$32.1M
- AsanaASAN1,018,489 shares · 0.1% of their software · price +$34.1M$63.2M+$25.1M
- JFrogFROG1,364,962 shares · 0.1% of their software · price +$1.6M$62.1M−$92.8M
- Five9FIVN324,815 shares · 0.1% of their software · price +$8.8M$59.6M+$5.5M
- DoximityDOCS1,014,889 shares · 0.1% of their software$59.1MNew · +$59.1M
- WEX Inc.WEX294,916 shares · 0.1% of their software · price −$4.5M$57.2M+$27.2M
- PaycomPAYC155,018 shares · 0.1% of their software · price −$1.0M$56.3M+$8.7M
- C3.aiAI893,383 shares · 0.1% of their software · price −$3.0M$55.9M−$20.0M
- LiveRamp Holdings, Inc.RAMP1,185,374 shares · 0.1% of their software · price −$6.0M$55.5M+$15.0M
- Gen DigitalGEN1,980,065 shares · 0.1% of their software · price +$11.8M$53.9M+$4.2M
- Sabre CorporationSABR4,310,478 shares · 0.1% of their software · price −$10.0M$53.8M+$44.2M
- Radware Ltd.RDWR1,684,661 shares · 0.1% of their software · price +$7.9M$51.9M−$7.5M
- DropboxDBX1,610,771 shares · 0.0% of their software · price +$5.9M$48.8M+$28.4M
- MagniteMGNI1,418,744 shares · 0.0% of their software · price −$11.0M$48.0M+$19.1M
- NutanixNTNX1,249,786 shares · 0.0% of their software · price +$14.6M$47.8M+$5.6M
- PagerDutyPD1,101,662 shares · 0.0% of their software · price +$2.6M$46.9M+$1.0M
- Kingsoft Cloud Holdings LimitedKC1,339,073 shares · 0.0% of their software · price −$7.2M$45.4M+$38.4M
- TenableTENB1,070,717 shares · 0.0% of their software · price +$5.5M$44.3M+$8.7M
- monday.comMNDY194,666 shares · 0.0% of their software$43.5MNew · +$43.5M
- Tyler TechnologiesTYL94,462 shares · 0.0% of their software · price +$2.6M$42.7M−$217M
- TrimbleTRMB518,549 shares · 0.0% of their software · price +$2.1M$42.4M+$12.5M
- Bandwidth Inc.BAND292,767 shares · 0.0% of their software · price +$3.3M$40.4M+$18.9M
- ProcorePCOR386,076 shares · 0.0% of their software$36.7MNew · +$36.7M
- Clear Secure, Inc.YOU906,615 shares · 0.0% of their software$36.3MNew · +$36.3M
- Cerence Inc.CRNC335,133 shares · 0.0% of their software · price +$5.7M$35.8M−$1.9M
- Amdocs LimitedDOX440,344 shares · 0.0% of their software · price +$3.2M$34.1M−$30.9M
- Global-EGLBE581,834 shares · 0.0% of their software$33.2MNew · +$33.2M
- PTCPTC234,381 shares · 0.0% of their software · price +$846K$33.1M+$12.0M
- Euronet Worldwide, Inc.EEFT240,246 shares · 0.0% of their software · price −$709K$32.5M+$4.0M
- SS&CSSNC444,388 shares · 0.0% of their software · price +$973K$32.0M+$18.5M
- Q2QTWO308,933 shares · 0.0% of their software · price +$735K$31.7M+$9.3M
- SPS CommerceSPSC314,223 shares · 0.0% of their software$31.4MFlat
- GoDaddyGDDY340,335 shares · 0.0% of their software · price +$3.2M$29.6M+$11.2M
- Bentley SystemsBSY445,968 shares · 0.0% of their software · price +$8.0M$28.9M+$13.8M
- Sprout SocialSPT320,368 shares · 0.0% of their software · price +$10.1M$28.6M+$9.7M
- Rapid7RPD282,742 shares · 0.0% of their software · price +$5.7M$26.8M+$13.7M
- Manhattan AssociatesMANH169,298 shares · 0.0% of their software · price +$4.6M$24.5M−$2.4M
- MorningstarMORN94,943 shares · 0.0% of their software · price +$3.0M$24.4M+$6.0M
- Upbound Group, Inc.UPBD436,602 shares · 0.0% of their software · price −$2.0M$23.2M+$4.6M
- Commerce.com, Inc.CMRC337,579 shares · 0.0% of their software · price +$2.4M$21.9M+$8.0M
- BlackbaudBLKB281,584 shares · 0.0% of their software · price +$1.5M$21.6M−$3.4M
- BlackBerry LimitedBB1,740,808 shares · 0.0% of their software · price +$6.6M$21.3M+$2.9M
- Health CatalystHCAT376,946 shares · 0.0% of their software · price +$3.3M$20.9M+$6.3M
- YextYEXT1,341,878 shares · 0.0% of their software$19.2M+$13.5M
- NICENICE76,058 shares · 0.0% of their software · price +$2.2M$18.8M−$2.1M
- PaylocityPCTY96,927 shares · 0.0% of their software · price +$1.1M$18.5M−$8.2M
- ACI WorldwideACIW494,448 shares · 0.0% of their software$18.4M+$9.3M
- Alarm.com Holdings, Inc.ALRM203,052 shares · 0.0% of their software$17.2M−$3.5M
- QualysQLYS168,547 shares · 0.0% of their software · price −$689K$17.0M−$1.7M
- DynatraceDT289,785 shares · 0.0% of their software · price +$3.0M$16.9M+$6.5M
- OpenTextOTEX321,493 shares · 0.0% of their software · price +$993K$16.3M+$2.7M
- TeradataTDC323,623 shares · 0.0% of their software · price +$3.7M$16.2M+$4.7M
- GuidewireGWRE141,817 shares · 0.0% of their software · price +$1.6M$16.0M+$10.1M
- Rackspace Technology, Inc.RXT802,091 shares · 0.0% of their software · price −$3.3M$15.7M+$3.5M
- EVERTEC, Inc.EVTC343,031 shares · 0.0% of their software · price +$2.2M$15.0M+$2.2M
- VaronisVRNS246,574 shares · 0.0% of their software · price +$1.5M$14.2M−$7.4M
- InterDigital, Inc.IDCC183,199 shares · 0.0% of their software · price +$1.8M$13.4M+$9.6M
- Xunlei LimitedXNET2,882,623 shares · 0.0% of their software · price −$5.7M$13.1M−$1.4M
- Telos CorporationTLS384,779 shares · 0.0% of their software · price −$1.5M$13.1M+$8.9M
- PubMaticPUBM334,409 shares · 0.0% of their software · price −$3.4M$13.1M+$15.4M
- WorkivaWK115,250 shares · 0.0% of their software · price +$2.7M$12.8M+$1.9M
- Shift4 Payments, Inc.FOUR136,191 shares · 0.0% of their software · price +$1.6M$12.8M+$4.4M
- CertaraCERT418,242 shares · 0.0% of their software$11.8M+$11.2M
- Materialise NVMTLS467,062 shares · 0.0% of their software · price −$5.5M$11.3M+$12.3M
- ProgressPRGS215,564 shares · 0.0% of their software$10.0M+$4.3M
- PhreesiaPHR159,159 shares · 0.0% of their software · price +$1.5M$9.8M−$5.4M
- Endava plcDAVA77,776 shares · 0.0% of their software · price +$2.2M$8.8M−$5.9M
- Veritone, Inc.VERI447,018 shares · 0.0% of their software · price −$1.9M$8.8M+$3.4M
- Allot Ltd.ALLT429,567 shares · 0.0% of their software · price +$1.7M$8.5M+$5.5M
- Lesaka Technologies, Inc.LSAK1,790,310 shares · 0.0% of their software · price −$1.6M$8.4M+$9.1M
- CommvaultCVLT93,734 shares · 0.0% of their software · price +$1.3M$7.3M+$3.2M
- Agilysys, Inc.AGYS124,768 shares · 0.0% of their software · price +$1.1M$7.1MFlat
- PDF Solutions, Inc.PDFS379,450 shares · 0.0% of their software$6.9M+$1.8M
- DescartesDSGX97,361 shares · 0.0% of their software · price +$803K$6.7M+$2.1M
- Calix, Inc.CALX140,859 shares · 0.0% of their software · price +$1.8M$6.7M+$4.1M
- PAR Technology CorporationPAR95,350 shares · 0.0% of their software$6.7M+$4.4M
- DigitalOceanDOCN118,934 shares · 0.0% of their software · price +$1.6M$6.6M+$4.7M
- Simulations PlusSLP110,453 shares · 0.0% of their software · price −$920K$6.1M+$2.2M
- ePlus inc.PLUS68,277 shares · 0.0% of their software · price −$884K$5.9M+$1.4M
- Ooma, Inc.OOMA273,693 shares · 0.0% of their software · price +$824K$5.2M+$3.7M
- NetScout Systems, Inc.NTCT165,329 shares · 0.0% of their software$4.7M−$2.3M
- Tuya Inc.TUYA190,545 shares · 0.0% of their software · price +$640K$4.7M−$82.7M
- DoubleVerifyDV108,788 shares · 0.0% of their software$4.6MNew · +$4.6M
- Donnelley Financial Solutions, Inc.DFIN139,278 shares · 0.0% of their software · price +$720K$4.6M+$1.2M
- Yalla Group LimitedYALA205,346 shares · 0.0% of their software · price −$1.0M$4.1M+$2.9M
- MIND C.T.I. LtdMNDO1,303,946 shares · 0.0% of their software · price +$600K$4.1MFlat
- OneSpan Inc.OSPN153,247 shares · 0.0% of their software$3.9M+$1.7M
- VertexVERX173,636 shares · 0.0% of their software$3.8M+$3.6M
- A10 Networks, Inc.ATEN317,096 shares · 0.0% of their software · price +$523K$3.6M+$2.8M
- PegasystemsPEGA23,242 shares · 0.0% of their software · price +$578K$3.2M−$1.4M
- Tucows Inc.TCX35,010 shares · 0.0% of their software$2.8M+$1.8M
- Rimini Street, Inc.RMNI454,952 shares · 0.0% of their software · price −$1.3M$2.8M+$750K
- Cognyte Software Ltd.CGNT97,957 shares · 0.0% of their software$2.4M+$2.0M
- Repay Holdings CorporationRPAY84,900 shares · 0.0% of their software$2.0MFlat
- CourseraCOUR50,393 shares · 0.0% of their software$2.0M−$260M
- DLocal LimitedDLO37,297 shares · 0.0% of their software$2.0MNew · +$2.0M
- Mitek Systems, Inc.MITK99,689 shares · 0.0% of their software$1.9MFlat
- Thryv Holdings, Inc.THRY40,899 shares · 0.0% of their software · price +$506K$1.5MNew · +$957K
- Paysign, Inc.PAYS458,991 shares · 0.0% of their software · price −$546K$1.5M+$1.9M
- Payoneer Global Inc.PAYO120,846 shares · 0.0% of their software$1.3MNew · +$1.3M
- International Money Express, Inc.IMXI80,219 shares · 0.0% of their software$1.2M+$557K
- Rekor Systems, Inc.REKR112,699 shares · 0.0% of their software · price −$1.1M$1.1M+$2.0M
- Immersion CorporationIMMR126,682 shares · 0.0% of their software$1.1M+$801K
- Usio, Inc.USIO139,213 shares · 0.0% of their software$891KFlat
- DoceboDCBO14,848 shares · 0.0% of their software$875KFlat
- FlywireFLYW23,351 shares · 0.0% of their software$858KNew · +$858K
- AppLovinAPP10,995 shares · 0.0% of their software$826KNew · +$826K
- i3 Verticals, Inc.IIIV25,729 shares · 0.0% of their software$778KFlat
- Intellicheck, Inc.IDN76,377 shares · 0.0% of their software$639K+$601K
- eGain CorporationEGAN53,390 shares · 0.0% of their software$612K−$842K
- SprinklrCXM27,517 shares · 0.0% of their software$566KNew · +$567K
- Ribbon Communications Inc.RBBN66,902 shares · 0.0% of their software$509K−$1.1M
- Daily Journal CorporationDJCO1,439 shares · 0.0% of their software$487KFlat
- AudioEye, Inc.AEYE27,958 shares · 0.0% of their software$469K+$746K
- Asure Software, Inc.ASUR44,331 shares · 0.0% of their software$393KFlat
- Full Truck Alliance Co. Ltd.YMM17,200 shares · 0.0% of their software$350KNew · Flat
- Viant Technology Inc.DSP10,294 shares · 0.0% of their software$306K+$542K
- SemrushSEMR11,613 shares · 0.0% of their software$267KNew
- SoundThinking, Inc.SSTI4,990 shares · 0.0% of their software$244KFlat
- PaymentusPAY5,808 shares · 0.0% of their software$206KNew · Flat
- DHI Group, Inc.DHX60,280 shares · 0.0% of their software$204KFlat
- Zeta GlobalZETA21,177 shares · 0.0% of their software$178KNew · Flat
- SimilarwebSMWB8,900 shares · 0.0% of their software$175KNew · Flat
- ReposiTrak, Inc.TRAK28,856 shares · 0.0% of their software$159KFlat
- PowerFleet, Inc.AIOT19,652 shares · 0.0% of their software$142KFlat
- Duos Technologies Group, Inc.DUOT7,600 shares · 0.0% of their software$78KFlat
- Karooooo Ltd.KARO687 shares · 0.0% of their software$25KNew · Flat
- Red Violet, Inc.RDVT899 shares · 0.0% of their software$20KFlat
- AlkamiALKT405 shares · 0.0% of their software$15KNew · Flat
- Intapp, Inc.INTA500 shares · 0.0% of their software$14KNew · Flat
- Priority Technology Holdings, Inc.PRTH783 shares · 0.0% of their software$6KFlat
- NetSol Technologies, Inc.NTWK1,048 shares · 0.0% of their software$5KFlat
- AI Financial CorporationAIFC127 shares · 0.0% of their software$1KNew · Flat