Generalist · Chiyoda-ku, Tokyo, Japan
Sumitomo Mitsui Trust Group
Q4 2019 · compared with Q3 2019
Filed as Sumitomo Mitsui Trust Group, INC.
- Software
- $10.9B
- Weight of 13F
- 8.5%
- Names
- 56
- Net bought
- +$263M
Filed 31 January 2020 · SEC filing.
1,086 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
- MicrosoftMSFT29,527,441 shares · 42.8% of their software · price +$551M$4.7BFlat
- AdobeADBE2,091,437 shares · 6.3% of their software · price +$112M$690M+$20.5M
- SalesforceCRM4,225,781 shares · 6.3% of their software · price +$60.0M$687M+$17.8M
- OracleORCL9,240,652 shares · 4.5% of their software · price −$18.9M$487M−$21.1M
- Block, Inc.XYZ7,760,860 shares · 4.5% of their software · price +$4.7M$486M−$13.0M
- IntuitINTU1,308,694 shares · 3.1% of their software · price −$5.2M$342M−$20.7M
- Automatic Data Processing, Inc.ADP1,765,492 shares · 2.8% of their software · price +$16.0M$301MFlat
- Fiserv, Inc.FISV2,329,286 shares · 2.5% of their software · price +$28.0M$269M−$4.5M
- ShopifySHOP553,078 shares · 2.0% of their software · price +$47.5M$220M+$20.9M
- ServiceNowNOW763,225 shares · 2.0% of their software · price +$21.7M$215M−$6.8M
- AutodeskADSK1,040,332 shares · 1.8% of their software · price +$37.2M$191M+$5.9M
- WorkdayWDAY952,518 shares · 1.4% of their software · price −$5.2M$157M+$10.8M
- VeriskVRSK961,078 shares · 1.3% of their software · price −$8.5M$144M−$5.4M
- Roper Technologies, Inc.ROP403,636 shares · 1.3% of their software · price −$957K$143MFlat
- Paychex, Inc.PAYX1,519,226 shares · 1.2% of their software · price +$3.5M$129M+$3.1M
- TwilioTWLO950,397 shares · 0.9% of their software · price −$11.1M$93.4M+$23.7M
- SynopsysSNPS665,449 shares · 0.9% of their software · price +$1.3M$92.6MFlat
- CadenceCDNS1,278,849 shares · 0.8% of their software · price +$4.2M$88.7M−$1.1M
- Palo Alto NetworksPANW374,047 shares · 0.8% of their software · price +$10.3M$86.5MFlat
- VeriSign, Inc.VRSN439,571 shares · 0.8% of their software · price +$1.8M$84.7MFlat
- VeevaVEEV600,600 shares · 0.8% of their software · price −$7.2M$84.5M+$9.9M
- CoStarCSGP140,622 shares · 0.8% of their software · price +$717K$84.1M+$1.4M
- GuidewireGWRE625,549 shares · 0.6% of their software · price +$2.7M$68.7M−$1.8M
- BroadridgeBR534,854 shares · 0.6% of their software$66.1M+$685K
- Gen DigitalGEN2,381,304 shares · 0.6% of their software · price +$4.5M$60.8MNew · +$56.3M
- AkamaiAKAM690,587 shares · 0.5% of their software · price −$3.5M$59.7MFlat
- NetApp, Inc.NTAP947,910 shares · 0.5% of their software · price +$9.2M$58.6M−$4.0M
- FortinetFTNT546,517 shares · 0.5% of their software · price +$16.4M$58.3M−$4.3M
- TrimbleTRMB1,380,065 shares · 0.5% of their software · price +$4.0M$57.5M−$2.4M
- DocuSignDOCU767,793 shares · 0.5% of their software · price +$9.4M$56.9M+$22.2M
- SS&CSSNC871,342 shares · 0.5% of their software · price +$8.6M$53.5M+$2.8M
- The Trade DeskTTD205,705 shares · 0.5% of their software · price +$14.9M$53.4M+$18.7M
- PaycomPAYC194,319 shares · 0.5% of their software · price +$10.7M$51.4MFlat
- Materialise NVMTLS2,667,051 shares · 0.4% of their software$48.8M+$10.2M
- GoDaddyGDDY671,274 shares · 0.4% of their software · price +$1.3M$45.6M+$606K
- OktaOKTA394,042 shares · 0.4% of their software · price +$6.7M$45.5MFlat
- Tyler TechnologiesTYL149,281 shares · 0.4% of their software · price +$5.6M$44.8MNew · +$39.2M
- RingCentralRNG264,574 shares · 0.4% of their software · price +$11.4M$44.6M+$32.8M
- OpenTextOTEX952,965 shares · 0.4% of their software · price +$3.1M$42.0M−$2.1M
- FactSetFDS149,498 shares · 0.4% of their software · price +$3.8M$40.1MFlat
- F5, Inc.FFIV269,394 shares · 0.3% of their software$37.6MFlat
- PTCPTC438,824 shares · 0.3% of their software · price +$2.9M$32.9MFlat
- Sabre CorporationSABR1,064,158 shares · 0.2% of their software$23.9M+$1.2M
- MongoDBMDB168,042 shares · 0.2% of their software · price +$1.9M$22.1MFlat
- Uber Technologies, Inc.UBER740,306 shares · 0.2% of their software · price −$540K$22.0M+$825K
- DropboxDBX752,739 shares · 0.1% of their software · price −$1.7M$13.5M+$693K
- ZscalerZS250,376 shares · 0.1% of their software$11.6M+$11.6M
- BlackBerry LimitedBB1,795,599 shares · 0.1% of their software · price +$2.1M$11.6MFlat
- NICENICE23,781 shares · 0.0% of their software$3.7M−$877K
- ProgressPRGS34,500 shares · 0.0% of their software$1.4MFlat
- Fair IsaacFICO1,920 shares · 0.0% of their software$719KFlat
- Upbound Group, Inc.UPBD24,779 shares · 0.0% of their software$707KFlat
- Manhattan AssociatesMANH7,335 shares · 0.0% of their software$585KNew · +$592K
- Rapid7RPD5,774 shares · 0.0% of their software$323KNew · Flat
- Five9FIVN4,661 shares · 0.0% of their software$306KNew · Flat
- PegasystemsPEGA3,723 shares · 0.0% of their software$297KNew · Flat