Generalist · Chiyoda-ku, Tokyo, Japan
Sumitomo Mitsui Trust Group
Q3 2020 · compared with Q2 2020
Filed as Sumitomo Mitsui Trust Group, INC.
- Software
- $17.2B
- Weight of 13F
- 11.6%
- Names
- 68
- Net bought
- −$287M
Filed 30 October 2020 · SEC filing.
1,098 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
- MicrosoftMSFT30,198,088 shares · 36.9% of their software · price +$206M$6.4B−$426M
- AdobeADBE2,191,425 shares · 6.2% of their software · price +$121M$1.1B−$19.8M
- SalesforceCRM4,160,947 shares · 6.1% of their software · price +$266M$1.0B+$51.4M
- Block, Inc.XYZ6,113,946 shares · 5.8% of their software · price +$352M$994M−$124M
- IntuitINTU1,576,896 shares · 3.0% of their software · price +$47.3M$514M−$52.0M
- OracleORCL7,982,930 shares · 2.8% of their software · price +$35.4M$477M−$71.1M
- ServiceNowNOW871,738 shares · 2.5% of their software · price +$69.7M$423MFlat
- ShopifySHOP388,071 shares · 2.3% of their software · price +$28.6M$397M−$4.4M
- TwilioTWLO1,476,198 shares · 2.1% of their software · price +$40.8M$365M+$136M
- Automatic Data Processing, Inc.ADP2,338,293 shares · 1.9% of their software · price −$22.0M$326M+$37.9M
- DocuSignDOCU1,506,827 shares · 1.9% of their software · price +$64.8M$324M+$95.0M
- ZoomZM666,393 shares · 1.8% of their software · price +$144M$313M+$49.9M
- AutodeskADSK1,343,532 shares · 1.8% of their software · price −$11.0M$310M−$82.0M
- WorkdayWDAY1,254,049 shares · 1.6% of their software · price +$34.8M$270M+$7.5M
- SynopsysSNPS1,169,028 shares · 1.5% of their software · price +$22.2M$250M+$44.8M
- Fiserv, Inc.FISV2,248,997 shares · 1.3% of their software · price +$12.2M$232M−$17.1M
- VeevaVEEV819,403 shares · 1.3% of their software · price +$38.3M$230MFlat
- VeriskVRSK931,922 shares · 1.0% of their software · price +$14.1M$173M−$4.9M
- TrimbleTRMB3,272,923 shares · 0.9% of their software · price +$18.0M$159M−$5.8M
- Roper Technologies, Inc.ROP396,187 shares · 0.9% of their software · price +$2.7M$157M−$10.4M
- PagerDutyPD5,751,883 shares · 0.9% of their software · price −$8.7M$156M+$65.8M
- OktaOKTA681,437 shares · 0.8% of their software · price +$9.3M$146M+$33.1M
- ZscalerZS1,003,104 shares · 0.8% of their software · price +$31.3M$141M+$9.5M
- CadenceCDNS1,279,984 shares · 0.8% of their software · price +$13.7M$136M−$8.7M
- Uber Technologies, Inc.UBER3,678,024 shares · 0.8% of their software · price +$19.9M$134M−$7.2M
- Paychex, Inc.PAYX1,616,873 shares · 0.7% of their software · price +$6.5M$129M−$4.9M
- CoStarCSGP148,889 shares · 0.7% of their software · price +$20.5M$126M−$10.5M
- PTCPTC1,501,110 shares · 0.7% of their software · price +$7.4M$124M−$76.3M
- RingCentralRNG362,378 shares · 0.6% of their software · price −$3.8M$99.5M+$7.6M
- Materialise NVMTLS2,657,363 shares · 0.6% of their software · price +$38.1M$98.1M−$2.6M
- CrowdStrikeCRWD706,011 shares · 0.6% of their software · price +$26.1M$96.9M+$29.2M
- Palo Alto NetworksPANW375,236 shares · 0.5% of their software · price +$5.7M$91.8M−$14.6M
- BroadridgeBR676,133 shares · 0.5% of their software · price +$3.9M$89.3M−$9.5M
- VeriSign, Inc.VRSN428,005 shares · 0.5% of their software · price −$847K$87.7M−$5.4M
- MongoDBMDB361,424 shares · 0.5% of their software · price +$1.9M$83.7M+$30.1M
- GuidewireGWRE786,259 shares · 0.5% of their software · price −$5.2M$82.0M+$9.8M
- The Trade DeskTTD152,121 shares · 0.5% of their software · price +$17.1M$78.9M−$3.8M
- AkamaiAKAM711,238 shares · 0.5% of their software · price +$2.5M$78.6M−$31.5M
- DatadogDDOG758,652 shares · 0.5% of their software · price +$11.5M$77.5M+$29.7M
- Tyler TechnologiesTYL191,419 shares · 0.4% of their software$66.7M−$7.8M
- Gen DigitalGEN2,988,810 shares · 0.4% of their software · price +$3.0M$62.3M+$3.0M
- FactSetFDS183,515 shares · 0.4% of their software · price +$1.2M$61.5M+$1.5M
- FortinetFTNT520,445 shares · 0.4% of their software · price −$10.1M$61.3M−$8.9M
- PaycomPAYC190,155 shares · 0.3% of their software$59.2M−$10.5M
- SS&CSSNC875,221 shares · 0.3% of their software · price +$3.5M$53.0M−$3.9M
- GoDaddyGDDY624,479 shares · 0.3% of their software · price +$1.6M$47.4M−$9.0M
- Fair IsaacFICO109,345 shares · 0.3% of their software · price +$803K$46.5M−$2.9M
- OpenTextOTEX940,429 shares · 0.2% of their software$39.8M−$5.3M
- NetApp, Inc.NTAP862,644 shares · 0.2% of their software$37.8M−$5.9M
- FastlyFSLY401,590 shares · 0.2% of their software · price +$3.4M$37.6MNew · +$34.2M
- F5, Inc.FFIV243,555 shares · 0.2% of their software · price −$4.1M$29.9M−$1.5M
- DynatraceDT725,455 shares · 0.2% of their software$29.8M+$6.2M
- UnityU320,145 shares · 0.2% of their software$27.9MNew · +$27.9M
- Five9FIVN167,447 shares · 0.1% of their software · price +$3.2M$21.7M+$16.9M
- DropboxDBX975,948 shares · 0.1% of their software · price −$2.4M$18.8M−$5.0M
- SnowflakeSNOW50,760 shares · 0.1% of their software$12.7MNew · +$12.7M
- HubSpotHUBS41,278 shares · 0.1% of their software · price +$2.8M$12.1M+$8.7M
- BlackLineBL103,467 shares · 0.1% of their software · price +$695K$9.3MNew · +$8.6M
- BlackBerry LimitedBB1,796,913 shares · 0.0% of their software · price −$539K$8.2MFlat
- SchrödingerSDGR144,009 shares · 0.0% of their software · price −$6.3M$6.8M+$3.8M
- PhreesiaPHR186,266 shares · 0.0% of their software · price +$717K$6.0M+$4.5M
- NICENICE14,331 shares · 0.0% of their software · price +$542K$3.3M−$951K
- CloudflareNET43,324 shares · 0.0% of their software$1.8MFlat
- PegasystemsPEGA10,467 shares · 0.0% of their software$1.3MFlat
- Lyft, Inc.LYFT36,552 shares · 0.0% of their software$1.0MFlat
- Manhattan AssociatesMANH10,454 shares · 0.0% of their software$998KFlat
- ProgressPRGS20,600 shares · 0.0% of their software$756KFlat
- SPS CommerceSPSC9,639 shares · 0.0% of their software$751KFlat