Generalist · Chiyoda-ku, Tokyo, Japan
Sumitomo Mitsui Trust Group
Q3 2017 · compared with Q2 2017
Filed as Sumitomo Mitsui Trust Group, INC.
- Software
- $3.7B
- Weight of 13F
- 5.2%
- Names
- 33
- Net bought
- +$9.6M
Filed 7 November 2017 · SEC filing.
903 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
- MicrosoftMSFT21,245,766 shares · 43.0% of their software · price +$118M$1.6BFlat
- OracleORCL9,393,476 shares · 12.3% of their software · price −$16.8M$454MFlat
- AdobeADBE1,417,590 shares · 5.7% of their software · price +$11.0M$211M−$3.5M
- SalesforceCRM2,086,588 shares · 5.3% of their software · price +$14.2M$195M+$4.9M
- Automatic Data Processing, Inc.ADP1,459,562 shares · 4.3% of their software · price +$10.0M$160MFlat
- IntuitINTU870,330 shares · 3.4% of their software · price +$8.1M$124M+$9.9M
- Fiserv, Inc.FISV849,837 shares · 3.0% of their software · price +$5.6M$110M+$7.2M
- Roper Technologies, Inc.ROP289,301 shares · 1.9% of their software · price +$3.4M$70.4M−$9.5M
- AutodeskADSK576,128 shares · 1.8% of their software · price +$6.6M$64.7M−$1.1M
- Paychex, Inc.PAYX1,070,368 shares · 1.7% of their software · price +$3.2M$64.2M−$1.8M
- ServiceNowNOW470,860 shares · 1.5% of their software · price +$5.4M$55.3MFlat
- WorkdayWDAY488,406 shares · 1.4% of their software · price +$4.1M$51.5M+$7.3M
- Block, Inc.XYZ1,743,800 shares · 1.4% of their software · price +$9.3M$50.2M+$14.9M
- SynopsysSNPS476,264 shares · 1.0% of their software · price +$3.6M$38.4M−$965K
- Palo Alto NetworksPANW264,541 shares · 1.0% of their software · price +$2.7M$38.1M+$1.5M
- VeriskVRSK443,464 shares · 1.0% of their software · price −$523K$36.9M−$7.1M
- NetApp, Inc.NTAP786,140 shares · 0.9% of their software · price +$2.9M$34.4M−$6.3M
- CadenceCDNS828,094 shares · 0.9% of their software · price +$5.0M$32.7M−$522K
- VeriSign, Inc.VRSN286,145 shares · 0.8% of their software · price +$3.8M$30.4MFlat
- BroadridgeBR364,684 shares · 0.8% of their software · price +$1.9M$29.5M−$677K
- TrimbleTRMB723,119 shares · 0.8% of their software · price +$2.6M$28.4MFlat
- ShopifySHOP235,517 shares · 0.7% of their software · price +$7.0M$27.4M+$1.4M
- OpenTextOTEX784,812 shares · 0.7% of their software · price +$589K$25.3MFlat
- CoStarCSGP93,006 shares · 0.7% of their software$24.9MFlat
- AkamaiAKAM475,787 shares · 0.6% of their software · price −$519K$23.2M−$1.6M
- GuidewireGWRE290,400 shares · 0.6% of their software · price +$2.7M$22.6M+$7.5M
- F5, Inc.FFIV185,905 shares · 0.6% of their software · price −$1.2M$22.4MFlat
- VeevaVEEV358,743 shares · 0.5% of their software · price −$1.8M$20.2MFlat
- SS&CSSNC488,781 shares · 0.5% of their software · price +$850K$19.6MFlat
- FortinetFTNT407,867 shares · 0.4% of their software · price −$653K$14.6MFlat
- Sabre CorporationSABR575,414 shares · 0.3% of their software · price −$2.1M$10.4MFlat
- BlackBerry LimitedBB792,567 shares · 0.2% of their software · price +$943K$8.9MFlat
- NICENICE46,026 shares · 0.1% of their software$3.7MNew · +$3.6M