Position in U
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$82,088,213
-$63,566,835 QoQ
Shares Held
2,872,226
-56.7% QoQ
Ownership
0.653%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#33
of 558 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 60%
Shared 0%
None 40%
Common Shares in U Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026MORGAN STANLEY holds $33,109,415,396 across 179 Software - Application names. U ranks #42 (0.2% 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 U
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $82,088,213 | 2,872,226 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $145,655,048 | 6,638,790 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $166,657,338 | 3,773,089 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $156,951,630 | 3,919,871 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $80,910,686 | 3,343,417 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $71,203,591 | 3,634,691 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $77,841,738 | 3,464,252 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $78,087,538 | 3,452,146 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $69,640,515 | 4,282,935 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $104,937,695 | 3,930,251 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $207,151,431 | 5,066,066 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $82,826,276 | 2,638,620 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $104,939,229 | 2,416,841 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $58,932,347 | 1,816,657 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $53,500,034 | 1,871,285 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $252,907,127 | 7,938,077 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $718,027,292 | 19,501,013 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $1,984,204,758 | 20,000,048 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $3,055,668,412 | 21,369,805 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,825,447,485 | 14,458,990 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,021,713,013 | 9,302,677 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $344,740,790 | 3,436,754 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $548,707,121 | 3,575,338 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $214,844,518 | 2,461,555 | Shares | Defined | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||