Generalist · Chiyoda-ku, Tokyo, Japan
Sumitomo Mitsui Trust Group
Q2 2020 · compared with Q1 2020
Filed as Sumitomo Mitsui Trust Group, INC.
- Software
- $15.8B
- Weight of 13F
- 11.2%
- Names
- 64
- Net bought
- +$240M
Filed 27 July 2020 · SEC filing.
1,096 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
- MicrosoftMSFT32,289,856 shares · 41.6% of their software · price +$1.5B$6.6B+$65.2M
- AdobeADBE2,236,880 shares · 6.2% of their software · price +$262M$974MFlat
- Block, Inc.XYZ7,295,092 shares · 4.8% of their software · price +$383M$766M−$67.8M
- SalesforceCRM3,886,772 shares · 4.6% of their software · price +$168M$728M−$16.5M
- IntuitINTU1,752,372 shares · 3.3% of their software · price +$116M$518M+$94.8M
- OracleORCL9,269,986 shares · 3.2% of their software · price +$64.3M$510M−$18.0M
- AutodeskADSK1,686,158 shares · 2.6% of their software · price +$140M$403M−$23.6M
- ShopifySHOP392,679 shares · 2.4% of their software · price +$209M$372M−$103M
- ServiceNowNOW865,852 shares · 2.2% of their software · price +$103M$351M+$12.1M
- Automatic Data Processing, Inc.ADP2,084,007 shares · 2.0% of their software · price +$25.4M$310M−$18.0M
- Fiserv, Inc.FISV2,423,675 shares · 1.5% of their software · price +$6.4M$237M−$60.7M
- WorkdayWDAY1,213,818 shares · 1.4% of their software · price +$69.4M$227M+$11.5M
- PTCPTC2,481,749 shares · 1.2% of their software · price +$41.1M$193M+$25.3M
- VeevaVEEV818,703 shares · 1.2% of their software · price +$63.9M$192M+$36.4M
- TwilioTWLO858,383 shares · 1.2% of their software · price +$112M$188M−$12.2M
- SynopsysSNPS939,231 shares · 1.2% of their software · price +$62.2M$183M+$9.7M
- DocuSignDOCU955,337 shares · 1.0% of their software · price +$76.2M$165M+$1.0M
- Roper Technologies, Inc.ROP423,101 shares · 1.0% of their software · price +$32.3M$164M−$1.4M
- VeriskVRSK960,433 shares · 1.0% of their software · price +$29.6M$163M−$40.9M
- TrimbleTRMB3,406,426 shares · 0.9% of their software · price +$38.7M$147M−$6.2M
- CadenceCDNS1,370,375 shares · 0.8% of their software · price +$41.0M$132M+$1.6M
- Paychex, Inc.PAYX1,681,707 shares · 0.8% of their software · price +$21.6M$127MFlat
- Uber Technologies, Inc.UBER3,908,987 shares · 0.8% of their software · price +$12.4M$121M+$55.9M
- ZoomZM469,546 shares · 0.8% of their software · price +$50.4M$119M+$68.2M
- CoStarCSGP163,621 shares · 0.7% of their software · price +$20.2M$116M−$3.9M
- AkamaiAKAM1,005,770 shares · 0.7% of their software · price +$15.7M$108M+$27.3M
- OktaOKTA516,300 shares · 0.7% of their software · price +$40.3M$103M+$12.3M
- Palo Alto NetworksPANW438,928 shares · 0.6% of their software · price +$28.8M$101M+$4.0M
- ZscalerZS916,171 shares · 0.6% of their software · price +$44.6M$100M+$38.3M
- PagerDutyPD3,452,686 shares · 0.6% of their software · price +$39.2M$98.8M+$29.5M
- RingCentralRNG335,708 shares · 0.6% of their software · price +$24.5M$95.7M+$5.5M
- BroadridgeBR751,695 shares · 0.6% of their software · price +$23.6M$94.9M+$6.5M
- VeriSign, Inc.VRSN453,912 shares · 0.6% of their software · price +$12.1M$93.9MFlat
- FortinetFTNT585,122 shares · 0.5% of their software · price +$21.1M$80.3M−$4.8M
- GuidewireGWRE698,048 shares · 0.5% of their software · price +$22.0M$77.4M+$10.1M
- Tyler TechnologiesTYL213,881 shares · 0.5% of their software · price +$10.8M$74.2M−$13.1M
- PaycomPAYC224,062 shares · 0.4% of their software · price +$24.1M$69.4M−$15.8M
- The Trade DeskTTD161,390 shares · 0.4% of their software · price +$34.5M$65.6MNew · +$31.1M
- Materialise NVMTLS2,772,169 shares · 0.4% of their software · price +$11.1M$62.5M−$1.2M
- FactSetFDS179,091 shares · 0.4% of their software · price +$12.1M$58.8M+$4.7M
- Gen DigitalGEN2,838,813 shares · 0.4% of their software · price +$3.2M$56.3M+$6.6M
- GoDaddyGDDY747,022 shares · 0.3% of their software · price +$12.1M$54.8M+$3.0M
- SS&CSSNC944,636 shares · 0.3% of their software · price +$12.0M$53.4M−$5.3M
- MongoDBMDB228,471 shares · 0.3% of their software · price +$20.5M$51.7M+$4.6M
- Fair IsaacFICO116,201 shares · 0.3% of their software · price +$12.8M$48.6M+$35.0M
- OpenTextOTEX1,064,598 shares · 0.3% of their software · price +$8.0M$45.1M+$2.5M
- NetApp, Inc.NTAP995,895 shares · 0.3% of their software · price +$2.7M$43.7MFlat
- CrowdStrikeCRWD414,912 shares · 0.3% of their software · price +$18.5M$41.6MNew · +$23.1M
- DatadogDDOG416,968 shares · 0.2% of their software · price +$21.3M$36.3M+$14.4M
- F5, Inc.FFIV253,996 shares · 0.2% of their software · price +$8.3M$35.4M−$2.4M
- DropboxDBX1,204,247 shares · 0.2% of their software · price +$4.4M$26.2M+$5.5M
- DynatraceDT573,562 shares · 0.1% of their software · price +$9.6M$23.3MNew · +$13.7M
- SchrödingerSDGR102,799 shares · 0.1% of their software · price +$5.0M$9.4MNew · +$4.4M
- BlackBerry LimitedBB1,831,206 shares · 0.1% of their software · price +$1.4M$8.9MFlat
- NICENICE19,359 shares · 0.0% of their software · price +$884K$3.7MFlat
- Five9FIVN14,886 shares · 0.0% of their software · price +$509K$1.6MFlat
- CloudflareNET43,324 shares · 0.0% of their software · price +$540K$1.6MFlat
- Lyft, Inc.LYFT37,533 shares · 0.0% of their software$1.2MFlat
- ProgressPRGS28,100 shares · 0.0% of their software$1.1MFlat
- PegasystemsPEGA10,467 shares · 0.0% of their software$1.1MFlat
- Manhattan AssociatesMANH10,454 shares · 0.0% of their software$985KFlat
- SPS CommerceSPSC9,639 shares · 0.0% of their software$724KNew · Flat
- PhreesiaPHR25,419 shares · 0.0% of their software$719KNew · +$535K
- HubSpotHUBS2,280 shares · 0.0% of their software$512KFlat