Generalist · Chiyoda-ku, Tokyo, Japan
Sumitomo Mitsui Trust Group
Q2 2017 · compared with Q1 2017
Filed as Sumitomo Mitsui Trust Group, INC.
- Software
- $3.5B
- Weight of 13F
- 5.1%
- Names
- 32
- Net bought
- +$163M
Filed 7 August 2017 · SEC filing.
891 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 202687 names$15.9B−$308M
- Q1 202685 names$15.3B−$973M
- Q4 202592 names$20.7B+$758M
- Q3 202589 names$23.8B+$450M
- Q2 202582 names$22.4B+$206M
- Q1 202580 names$17.6B−$239M
- Q4 202482 names$19.7B−$66.7M
- Q3 202482 names$18.5B+$415M
- Q2 202486 names$18.3B−$1.6B
- Q1 202485 names$20.0B−$421M
- Q4 202381 names$19.2B−$24.9M
- Q3 202380 names$15.9B−$234M
- Q2 202381 names$17.2B−$1.4B
- Q1 202382 names$16.5B−$33.8M
- Q4 202284 names$13.9B−$148M
- Q3 202286 names$13.8B+$347M
- Q2 202286 names$14.9B+$9.7B
- Q1 202276 names$18.4B−$1.2B
- Q4 202179 names$23.5B+$840M
- Q3 202176 names$22.4B+$372M
- Q2 202171 names$22.4B+$2.0B
- Q1 202169 names$19.4B+$1.2B
- Q4 202069 names$18.4B−$760M
- Q3 202068 names$17.2B−$287M
- Q2 202064 names$15.8B+$240M
- Q1 202061 names$11.4B+$1.4B
- Q4 201956 names$10.9B+$263M
- Q3 201952 names$9.7B+$443M
- Q2 201952 names$9.3B+$222M
- Q1 201941 names$8.4B+$39.4M
- Q4 201840 names$6.9B+$1.3B
- Q3 201834 names$6.9B+$193M
- Q2 201834 names$5.7B+$401M
- Q1 201833 names$4.9B+$295M
- Q4 201733 names$4.3B+$193M
- Q3 201733 names$3.7B+$9.6M
- Q2 201732 names$3.5B+$163M
- Q1 201730 names$3.1B+$37.9M
- Q4 201630 names$2.8B−$45.4M
- Q3 201626 names$2.8B+$8.0M
- Q2 201627 names$2.6B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT21,442,176 shares · 42.7% of their software · price +$65.8M$1.5B+$17.9M
- OracleORCL9,409,929 shares · 13.6% of their software · price +$52.0M$472M+$7.6M
- AdobeADBE1,442,236 shares · 5.9% of their software · price +$16.3M$204M+$4.7M
- SalesforceCRM2,029,510 shares · 5.1% of their software · price +$8.3M$176M+$15.4M
- Automatic Data Processing, Inc.ADP1,450,969 shares · 4.3% of their software$149M+$3.6M
- IntuitINTU795,669 shares · 3.1% of their software · price +$13.4M$106M+$8.9M
- Fiserv, Inc.FISV790,889 shares · 2.8% of their software · price +$5.6M$96.8M+$11.2M
- Roper Technologies, Inc.ROP330,260 shares · 2.2% of their software · price +$8.3M$76.5M+$1.7M
- Paychex, Inc.PAYX1,102,734 shares · 1.8% of their software · price −$2.2M$62.8MFlat
- AutodeskADSK587,102 shares · 1.7% of their software · price +$8.4M$59.2M+$1.2M
- ServiceNowNOW470,590 shares · 1.4% of their software · price +$8.7M$49.9M+$837K
- VeriskVRSK527,182 shares · 1.3% of their software · price +$1.7M$44.5M+$6.0M
- WorkdayWDAY413,348 shares · 1.2% of their software · price +$5.7M$40.1M+$6.4M
- NetApp, Inc.NTAP944,651 shares · 1.1% of their software · price −$1.7M$37.8M+$1.1M
- SynopsysSNPS489,491 shares · 1.0% of their software$35.7M−$3.6M
- Palo Alto NetworksPANW253,141 shares · 1.0% of their software · price +$5.3M$33.9M+$988K
- CadenceCDNS843,669 shares · 0.8% of their software · price +$1.8M$28.3MFlat
- BroadridgeBR373,641 shares · 0.8% of their software · price +$2.8M$28.2M−$667K
- VeriSign, Inc.VRSN290,142 shares · 0.8% of their software · price +$1.7M$27.0MFlat
- TrimbleTRMB735,856 shares · 0.8% of their software · price +$2.7M$26.2M−$688K
- Block, Inc.XYZ1,108,200 shares · 0.8% of their software · price +$6.8M$26.0M+$17.7M
- AkamaiAKAM508,495 shares · 0.7% of their software · price −$5.0M$25.3M+$1.7M
- OpenTextOTEX799,840 shares · 0.7% of their software · price −$2.0M$25.2MFlat
- CoStarCSGP94,556 shares · 0.7% of their software · price +$5.3M$24.9MFlat
- F5, Inc.FFIV188,299 shares · 0.7% of their software · price −$2.9M$23.9MFlat
- VeevaVEEV355,671 shares · 0.6% of their software · price +$3.6M$21.8MNew · +$18.2M
- ShopifySHOP219,707 shares · 0.5% of their software · price +$4.1M$19.0MNew · +$15.0M
- SS&CSSNC495,395 shares · 0.5% of their software · price +$1.5M$19.0MNew · +$17.5M
- FortinetFTNT400,212 shares · 0.4% of their software$15.0MFlat
- Sabre CorporationSABR581,928 shares · 0.4% of their software$12.7MFlat
- GuidewireGWRE181,800 shares · 0.4% of their software · price +$2.3M$12.5M+$9.5M
- BlackBerry LimitedBB808,547 shares · 0.2% of their software · price +$1.8M$8.1MFlat