Generalist · Chiyoda-ku, Tokyo, Japan
Sumitomo Mitsui Trust Group
Q1 2018 · compared with Q4 2017
Filed as Sumitomo Mitsui Trust Group, INC.
- Software
- $4.9B
- Weight of 13F
- 6.2%
- Names
- 33
- Net bought
- +$295M
Filed 1 May 2018 · SEC filing.
902 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
- MicrosoftMSFT21,899,699 shares · 41.1% of their software · price +$125M$2.0B+$29.6M
- OracleORCL9,281,947 shares · 8.7% of their software · price −$14.2M$425M+$10.1M
- AdobeADBE1,570,074 shares · 7.0% of their software · price +$64.1M$339M+$23.0M
- SalesforceCRM2,564,409 shares · 6.1% of their software · price +$36.1M$298M+$8.5M
- Block, Inc.XYZ4,347,685 shares · 4.4% of their software · price +$63.2M$214M+$26.1M
- IntuitINTU1,050,196 shares · 3.7% of their software · price +$16.4M$182M+$7.2M
- Automatic Data Processing, Inc.ADP1,452,485 shares · 3.4% of their software · price −$5.4M$165MFlat
- Fiserv, Inc.FISV1,781,851 shares · 2.6% of their software · price −$107M$127M+$120M
- ServiceNowNOW567,620 shares · 1.9% of their software · price +$19.9M$93.9M+$11.6M
- Roper Technologies, Inc.ROP299,343 shares · 1.7% of their software · price +$6.5M$84.0M+$2.0M
- AutodeskADSK652,803 shares · 1.7% of their software · price +$13.5M$82.0M+$7.2M
- WorkdayWDAY644,255 shares · 1.7% of their software · price +$16.3M$81.9M+$6.6M
- VeriskVRSK712,564 shares · 1.5% of their software · price +$5.7M$74.1M+$16.0M
- Paychex, Inc.PAYX1,070,308 shares · 1.4% of their software · price −$6.9M$65.9MFlat
- ShopifySHOP475,165 shares · 1.2% of their software · price +$11.2M$59.1M+$5.2M
- GuidewireGWRE680,377 shares · 1.1% of their software · price +$4.5M$55.0M+$13.1M
- Palo Alto NetworksPANW273,800 shares · 1.0% of their software · price +$10.0M$49.7MFlat
- NetApp, Inc.NTAP785,276 shares · 1.0% of their software · price +$5.0M$48.4MFlat
- BroadridgeBR403,399 shares · 0.9% of their software · price +$7.7M$44.2M+$822K
- SynopsysSNPS476,440 shares · 0.8% of their software · price −$953K$39.7MFlat
- CoStarCSGP108,640 shares · 0.8% of their software · price +$7.1M$39.4M+$515K
- VeriSign, Inc.VRSN300,129 shares · 0.7% of their software · price +$1.2M$35.6MFlat
- AkamaiAKAM488,378 shares · 0.7% of their software · price +$2.9M$34.7MFlat
- CadenceCDNS865,249 shares · 0.7% of their software · price −$4.4M$31.8M+$961K
- OpenTextOTEX805,554 shares · 0.6% of their software · price −$701K$28.0MFlat
- F5, Inc.FFIV190,287 shares · 0.6% of their software · price +$2.5M$27.5MFlat
- TrimbleTRMB746,137 shares · 0.6% of their software · price −$3.6M$26.8MFlat
- SS&CSSNC497,308 shares · 0.5% of their software · price +$6.5M$26.7MFlat
- VeevaVEEV323,966 shares · 0.5% of their software · price +$5.7M$23.7M−$1.9M
- FortinetFTNT415,202 shares · 0.5% of their software · price +$4.1M$22.2MFlat
- BlackBerry LimitedBB1,464,743 shares · 0.3% of their software$16.8M+$7.1M
- Sabre CorporationSABR591,249 shares · 0.3% of their software · price +$562K$12.7MFlat
- NICENICE54,379 shares · 0.1% of their software$5.1M−$2.9M