Position in DFIN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$34,432,596
-$10,285,300 QoQ
Shares Held
820,801
-13.5% QoQ
Ownership
3.34%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#5
of 242 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in DFIN Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026MORGAN STANLEY holds $33,109,415,108 across 179 Software - Application names. DFIN ranks #63 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
72,847,766 | $5,256,694,785 | |
| 2 | CRM |
Salesforce, Inc.
|
23,311,316 | $3,651,950,754 | |
| 3 | SHOP |
Shopify Inc.
|
25,517,034 | $2,913,534,933 | |
| 4 | NOW |
ServiceNow, Inc.
|
26,630,984 | $2,643,924,082 | |
| 5 | ADP |
Automatic Data Processing Inc
|
8,361,515 | $1,872,561,274 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
3,585,961 | $1,345,882,872 | |
| 7 | INTU |
Intuit Inc.
|
4,935,654 | $1,288,205,694 | |
| 8 | DDOG |
Datadog, Inc.
|
4,643,376 | $1,208,949,367 |
All Filings in DFIN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,432,596 | 820,801 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $44,717,896 | 948,619 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $48,909,451 | 1,047,536 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $66,946,324 | 1,301,698 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $74,488,361 | 1,208,246 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $45,883,387 | 1,049,723 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $49,484,429 | 788,848 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $54,899,712 | 833,962 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $43,772,999 | 734,200 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $40,732,689 | 656,873 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $46,512,171 | 745,746 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $37,124,590 | 659,641 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $33,071,710 | 726,372 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $26,541,219 | 649,565 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $15,197,329 | 393,204 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $10,389,009 | 281,012 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $8,457,190 | 288,740 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $5,239,578 | 157,534 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $6,526,341 | 138,446 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,637,208 | 133,946 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,596,273 | 139,281 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $2,635,833 | 94,712 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,837,204 | 108,262 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,169,119 | 87,509 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $790,968 | 94,163 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $421,429 | 79,968 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||