Generalist · Chiyoda-ku, Tokyo, Japan
Sumitomo Mitsui Trust Group
Q4 2018 · compared with Q3 2018
Filed as Sumitomo Mitsui Trust Group, INC.
- Software
- $6.9B
- Weight of 13F
- 7.4%
- Names
- 40
- Net bought
- +$1.3B
Filed 6 February 2019 · SEC filing.
924 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
- MicrosoftMSFT28,237,554 shares · 41.3% of their software · price −$361M$2.8B+$497M
- OracleORCL11,400,390 shares · 7.4% of their software · price −$73.1M$511M+$81.4M
- SalesforceCRM3,495,746 shares · 6.9% of their software · price −$77.1M$471M+$107M
- AdobeADBE2,005,227 shares · 6.5% of their software · price −$87.6M$447M+$83.7M
- Block, Inc.XYZ5,456,411 shares · 4.4% of their software · price −$234M$305M+$143M
- IntuitINTU1,354,084 shares · 3.9% of their software · price −$41.4M$265M+$40.4M
- Automatic Data Processing, Inc.ADP1,784,233 shares · 3.4% of their software · price −$34.9M$231M+$18.3M
- ServiceNowNOW782,392 shares · 2.1% of their software · price −$13.8M$141M+$26.2M
- VeriskVRSK1,248,092 shares · 2.0% of their software · price −$14.4M$135M+$42.9M
- Fiserv, Inc.FISV1,780,382 shares · 1.9% of their software · price −$15.8M$130M−$13.4M
- AutodeskADSK824,223 shares · 1.5% of their software · price −$22.7M$105M+$22.2M
- Roper Technologies, Inc.ROP391,004 shares · 1.5% of their software · price −$11.6M$103M+$9.8M
- ShopifySHOP740,903 shares · 1.4% of their software · price −$19.3M$98.9M+$3.4M
- Paychex, Inc.PAYX1,410,128 shares · 1.3% of their software · price −$12.0M$91.2M+$14.7M
- WorkdayWDAY562,348 shares · 1.3% of their software · price +$7.7M$89.7M−$27.3M
- GuidewireGWRE940,353 shares · 1.1% of their software · price −$19.5M$74.7M+$14.3M
- Palo Alto NetworksPANW391,004 shares · 1.0% of their software · price −$14.4M$72.0M+$10.3M
- VeriSign, Inc.VRSN464,454 shares · 1.0% of their software · price −$5.5M$68.2M+$10.3M
- NetApp, Inc.NTAP1,136,342 shares · 1.0% of their software · price −$29.8M$67.1M+$10.5M
- BroadridgeBR540,938 shares · 0.7% of their software · price −$19.3M$51.5M+$10.0M
- TrimbleTRMB1,583,795 shares · 0.7% of their software · price −$16.7M$50.6M+$10.0M
- SynopsysSNPS596,497 shares · 0.7% of their software · price −$8.6M$49.9M+$10.2M
- CadenceCDNS1,126,209 shares · 0.7% of their software · price −$2.1M$48.8M+$7.5M
- CoStarCSGP144,588 shares · 0.7% of their software · price −$12.1M$48.8M+$6.5M
- AkamaiAKAM779,924 shares · 0.7% of their software · price −$9.4M$47.6M+$10.8M
- F5, Inc.FFIV284,923 shares · 0.7% of their software · price −$10.7M$45.8M+$6.8M
- VeevaVEEV519,057 shares · 0.7% of their software · price −$10.1M$45.4M+$11.7M
- FortinetFTNT629,375 shares · 0.6% of their software · price −$13.7M$44.3M+$9.5M
- GoDaddyGDDY690,976 shares · 0.6% of their software · price −$12.3M$44.2M+$12.4M
- PTCPTC441,409 shares · 0.5% of their software · price −$10.3M$36.3MNew · +$46.9M
- SS&CSSNC805,933 shares · 0.5% of their software · price −$9.4M$36.2M+$8.0M
- OpenTextOTEX979,794 shares · 0.5% of their software · price −$5.3M$31.8M+$5.6M
- Sabre CorporationSABR1,017,575 shares · 0.3% of their software · price −$4.5M$21.9M+$5.2M
- BlackBerry LimitedBB1,837,346 shares · 0.2% of their software · price −$7.8M$13.2M+$3.7M
- NICENICE53,631 shares · 0.1% of their software$5.8M+$1.1M
- RingCentralRNG11,097 shares · 0.0% of their software$881KNew · +$1.0M
- HubSpotHUBS5,702 shares · 0.0% of their software$707KNew · +$861K
- SPS CommerceSPSC8,659 shares · 0.0% of their software$705KNew · +$859K
- Rapid7RPD22,739 shares · 0.0% of their software$701KNew · +$840K
- TwilioTWLO7,884 shares · 0.0% of their software$678KNew · +$680K