Generalist · Chiyoda-ku, Tokyo, Japan
Sumitomo Mitsui Trust Group
Q1 2020 · compared with Q4 2019
Filed as Sumitomo Mitsui Trust Group, INC.
- Software
- $11.4B
- Weight of 13F
- 9.8%
- Names
- 61
- Net bought
- +$1.4B
Filed 27 April 2020 · SEC filing.
1,094 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
- MicrosoftMSFT31,876,233 shares · 44.0% of their software$5.0B+$370M
- AdobeADBE2,250,279 shares · 6.3% of their software · price −$26.0M$716M+$52.4M
- SalesforceCRM4,001,302 shares · 5.0% of their software · price −$74.7M$576M−$36.5M
- OracleORCL9,643,071 shares · 4.1% of their software · price −$44.8M$464M+$21.3M
- Block, Inc.XYZ8,590,142 shares · 3.9% of their software · price −$87.4M$450M+$51.9M
- IntuitINTU1,340,115 shares · 2.7% of their software · price −$42.8M$308M+$8.2M
- Automatic Data Processing, Inc.ADP2,215,693 shares · 2.6% of their software · price −$74.9M$303M+$76.8M
- Fiserv, Inc.FISV3,062,986 shares · 2.5% of their software · price −$63.2M$291M+$84.8M
- AutodeskADSK1,837,421 shares · 2.5% of their software · price −$50.3M$287M+$146M
- ShopifySHOP638,784 shares · 2.3% of their software · price +$12.4M$266M+$34.1M
- ServiceNowNOW823,751 shares · 2.1% of their software · price +$3.5M$236M+$17.1M
- VeriskVRSK1,254,065 shares · 1.5% of their software · price −$12.5M$175M+$43.8M
- WorkdayWDAY1,125,348 shares · 1.3% of their software · price −$38.5M$147M+$28.4M
- Roper Technologies, Inc.ROP427,580 shares · 1.2% of their software · price −$18.1M$133M+$8.5M
- PTCPTC2,067,681 shares · 1.1% of their software · price −$28.3M$127M+$122M
- TrimbleTRMB3,600,112 shares · 1.0% of their software · price −$35.5M$115M+$92.6M
- SynopsysSNPS864,263 shares · 1.0% of their software · price −$9.0M$111M+$27.7M
- Paychex, Inc.PAYX1,665,251 shares · 0.9% of their software · price −$36.9M$105M+$12.4M
- CoStarCSGP170,240 shares · 0.9% of their software · price −$1.9M$100.0M+$17.7M
- VeevaVEEV585,768 shares · 0.8% of their software · price +$9.2M$91.6M−$2.1M
- TwilioTWLO995,062 shares · 0.8% of their software · price −$8.7M$89.0M+$4.4M
- CadenceCDNS1,346,069 shares · 0.8% of their software · price −$4.5M$88.9M+$4.7M
- DocuSignDOCU944,444 shares · 0.8% of their software · price +$17.3M$87.3M+$13.1M
- VeriSign, Inc.VRSN458,493 shares · 0.7% of their software · price −$5.8M$82.6M+$3.6M
- Tyler TechnologiesTYL258,100 shares · 0.7% of their software · price −$893K$76.5M+$32.6M
- Palo Alto NetworksPANW414,776 shares · 0.6% of their software · price −$27.9M$68.0M+$9.4M
- RingCentralRNG309,561 shares · 0.6% of their software · price +$13.4M$65.6M+$7.6M
- BroadridgeBR683,374 shares · 0.6% of their software · price −$19.6M$64.8M+$18.3M
- AkamaiAKAM707,716 shares · 0.6% of their software · price +$3.6M$64.7M+$1.5M
- FortinetFTNT632,431 shares · 0.6% of their software · price −$3.5M$64.0M+$9.2M
- PaycomPAYC302,057 shares · 0.5% of their software · price −$19.0M$61.0M+$28.5M
- Uber Technologies, Inc.UBER1,905,373 shares · 0.5% of their software · price −$3.5M$53.2M+$34.6M
- Materialise NVMTLS2,838,512 shares · 0.5% of their software · price +$738K$52.7M+$3.1M
- OktaOKTA416,043 shares · 0.4% of their software · price +$2.9M$50.9M+$2.5M
- SS&CSSNC1,065,280 shares · 0.4% of their software · price −$18.7M$46.7M+$11.9M
- Gen DigitalGEN2,487,138 shares · 0.4% of their software · price −$16.9M$46.5M+$2.7M
- GuidewireGWRE570,317 shares · 0.4% of their software · price −$17.4M$45.2M−$6.1M
- FactSetFDS161,087 shares · 0.4% of their software · price −$1.2M$42.0M+$3.1M
- NetApp, Inc.NTAP1,005,559 shares · 0.4% of their software · price −$20.7M$41.4M+$3.6M
- GoDaddyGDDY695,364 shares · 0.3% of their software · price −$7.5M$39.7M+$1.6M
- OpenTextOTEX994,057 shares · 0.3% of their software · price −$9.1M$34.5M+$1.8M
- PagerDutyPD1,743,608 shares · 0.3% of their software · price −$10.7M$30.1MNew · +$40.8M
- F5, Inc.FFIV276,646 shares · 0.3% of their software · price −$9.1M$29.5M+$1.0M
- MongoDBMDB194,757 shares · 0.2% of their software · price +$960K$26.6M+$3.5M
- ZscalerZS286,185 shares · 0.2% of their software · price +$4.1M$17.4M+$1.7M
- DropboxDBX898,197 shares · 0.1% of their software$16.3M+$2.6M
- BlackBerry LimitedBB1,796,761 shares · 0.1% of their software · price −$4.1M$7.3MFlat
- Sabre CorporationSABR1,072,202 shares · 0.1% of their software · price −$17.7M$6.4MFlat
- NICENICE21,463 shares · 0.0% of their software$3.1MFlat
- CloudflareNET60,800 shares · 0.0% of their software$1.4MNew · +$1.0M
- ProgressPRGS29,200 shares · 0.0% of their software$934KFlat
- Fair IsaacFICO2,528 shares · 0.0% of their software$778KFlat
- Five9FIVN8,848 shares · 0.0% of their software$677KFlat
- DatadogDDOG17,700 shares · 0.0% of their software$637KNew · +$669K
- Lyft, Inc.LYFT19,600 shares · 0.0% of their software$526KNew · +$843K
- Manhattan AssociatesMANH10,338 shares · 0.0% of their software$515KFlat
- PegasystemsPEGA6,999 shares · 0.0% of their software$499KFlat
- Upbound Group, Inc.UPBD33,166 shares · 0.0% of their software$469KFlat
- ZoomZM2,600 shares · 0.0% of their software$380KNew · Flat
- Rapid7RPD5,326 shares · 0.0% of their software$231KFlat
- HubSpotHUBS1,595 shares · 0.0% of their software$212KNew · Flat