Generalist · Chiyoda-ku, Tokyo, Japan
Sumitomo Mitsui Trust Group
Q4 2020 · compared with Q3 2020
Filed as Sumitomo Mitsui Trust Group, INC.
- Software
- $18.4B
- Weight of 13F
- 11.9%
- Names
- 69
- Net bought
- −$760M
Filed 5 February 2021 · SEC filing.
1,119 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
- MicrosoftMSFT26,653,825 shares · 32.1% of their software · price +$322M$5.9B−$745M
- Block, Inc.XYZ5,560,862 shares · 6.6% of their software · price +$306M$1.2B−$89.9M
- AdobeADBE2,055,336 shares · 5.6% of their software · price +$19.9M$1.0B−$66.7M
- SalesforceCRM3,599,761 shares · 4.3% of their software · price −$104M$801M−$141M
- ShopifySHOP595,981 shares · 3.6% of their software · price +$65.0M$673M+$213M
- TwilioTWLO1,812,485 shares · 3.3% of their software · price +$166M$614M+$83.1M
- IntuitINTU1,327,452 shares · 2.7% of their software · price +$71.2M$504M−$81.4M
- DocuSignDOCU2,187,468 shares · 2.6% of their software · price +$15.4M$486M+$147M
- OracleORCL6,753,633 shares · 2.4% of their software · price +$33.7M$437M−$73.4M
- ServiceNowNOW715,334 shares · 2.1% of their software · price +$46.8M$394M−$75.9M
- ZoomZM1,052,614 shares · 1.9% of their software · price −$140M$355M+$182M
- AutodeskADSK1,123,712 shares · 1.9% of their software · price +$83.5M$343M−$50.8M
- Automatic Data Processing, Inc.ADP1,875,883 shares · 1.8% of their software · price +$68.9M$331M−$64.5M
- WorkdayWDAY1,360,849 shares · 1.8% of their software · price +$33.3M$326M+$23.0M
- SynopsysSNPS1,118,618 shares · 1.6% of their software · price +$50.6M$290M−$10.8M
- PagerDutyPD6,359,550 shares · 1.4% of their software · price +$92.8M$265M+$16.5M
- Fiserv, Inc.FISV1,987,999 shares · 1.2% of their software · price +$21.5M$226M−$26.9M
- VeevaVEEV752,272 shares · 1.1% of their software · price −$6.7M$205M−$18.9M
- VeriskVRSK925,611 shares · 1.0% of their software · price +$20.6M$192MFlat
- UnityU1,226,978 shares · 1.0% of their software · price +$81.2M$188M+$79.1M
- OktaOKTA697,370 shares · 1.0% of their software · price +$28.2M$177M+$3.4M
- PTCPTC1,453,209 shares · 0.9% of their software · price +$53.6M$174M−$4.0M
- Uber Technologies, Inc.UBER3,302,468 shares · 0.9% of their software · price +$48.0M$168M−$13.7M
- TrimbleTRMB2,485,157 shares · 0.9% of their software · price +$44.9M$166M−$38.4M
- Roper Technologies, Inc.ROP346,751 shares · 0.8% of their software · price +$12.5M$149M−$19.5M
- CoStarCSGP161,233 shares · 0.8% of their software · price +$12.2M$149M+$10.5M
- Materialise NVMTLS2,655,198 shares · 0.8% of their software · price +$45.9M$144MFlat
- MongoDBMDB399,423 shares · 0.8% of their software · price +$50.9M$143M+$8.8M
- CrowdStrikeCRWD659,355 shares · 0.8% of their software · price +$49.1M$140M−$6.4M
- RingCentralRNG361,375 shares · 0.7% of their software · price +$37.7M$137MFlat
- Paychex, Inc.PAYX1,394,662 shares · 0.7% of their software · price +$18.7M$130M−$17.7M
- CadenceCDNS948,583 shares · 0.7% of their software · price +$28.3M$129M−$35.3M
- Palo Alto NetworksPANW343,398 shares · 0.7% of their software · price +$38.0M$122M−$7.8M
- The Trade DeskTTD147,054 shares · 0.6% of their software · price +$41.5M$118M−$2.6M
- GuidewireGWRE851,657 shares · 0.6% of their software · price +$20.8M$110M+$6.8M
- AkamaiAKAM966,360 shares · 0.6% of their software · price −$5.4M$101M+$28.2M
- DatadogDDOG911,702 shares · 0.5% of their software · price −$3.4M$89.7M+$15.6M
- CloudflareNET1,107,129 shares · 0.5% of their software · price +$38.7M$84.1M+$43.7M
- HubSpotHUBS209,077 shares · 0.4% of their software · price +$21.8M$82.9M+$49.0M
- VeriSign, Inc.VRSN373,815 shares · 0.4% of their software · price +$4.3M$80.9M−$11.1M
- Tyler TechnologiesTYL172,869 shares · 0.4% of their software · price +$15.2M$75.5M−$6.5M
- PaycomPAYC166,305 shares · 0.4% of their software · price +$23.4M$75.2M−$7.4M
- Gen DigitalGEN3,594,289 shares · 0.4% of their software$74.7M+$12.6M
- FortinetFTNT494,865 shares · 0.4% of their software · price +$15.2M$73.5M−$3.0M
- BroadridgeBR465,112 shares · 0.4% of their software · price +$9.9M$71.3M−$27.9M
- FastlyFSLY719,429 shares · 0.3% of their software · price −$4.5M$62.9M+$29.8M
- SS&CSSNC775,194 shares · 0.3% of their software · price +$9.5M$56.4M−$6.1M
- ZscalerZS268,424 shares · 0.3% of their software · price +$15.8M$53.6M−$103M
- FactSetFDS152,117 shares · 0.3% of their software$50.6M−$10.5M
- Fair IsaacFICO96,738 shares · 0.3% of their software · price +$8.3M$49.4M−$5.4M
- NetApp, Inc.NTAP742,186 shares · 0.3% of their software · price +$16.6M$49.2M−$5.3M
- Five9FIVN275,612 shares · 0.3% of their software · price +$12.3M$48.1M+$14.0M
- Agora, Inc.API1,213,427 shares · 0.3% of their software · price −$4.1M$48.0MNew · +$52.2M
- GoDaddyGDDY553,042 shares · 0.2% of their software · price +$3.9M$45.9M−$5.4M
- OpenTextOTEX817,924 shares · 0.2% of their software · price +$2.6M$37.1M−$5.2M
- F5, Inc.FFIV209,417 shares · 0.2% of their software · price +$11.1M$36.8M−$4.2M
- DropboxDBX1,370,276 shares · 0.2% of their software · price +$4.0M$30.4M+$7.6M
- DynatraceDT653,318 shares · 0.2% of their software · price +$1.5M$28.3M−$3.0M
- SnowflakeSNOW100,248 shares · 0.2% of their software · price +$3.0M$28.2M+$12.4M
- PhreesiaPHR334,437 shares · 0.1% of their software · price +$7.4M$18.1M+$4.8M
- SchrödingerSDGR185,427 shares · 0.1% of their software · price +$5.9M$14.7M+$2.0M
- BlackBerry LimitedBB1,599,160 shares · 0.1% of their software · price +$3.3M$10.6M−$908K
- Kingsoft Cloud Holdings LimitedKC137,929 shares · 0.0% of their software · price +$1.9M$6.0MNew · +$4.1M
- NICENICE12,631 shares · 0.0% of their software · price +$714K$3.6MFlat
- TenableTENB24,553 shares · 0.0% of their software$1.3MNew · +$927K
- PegasystemsPEGA9,467 shares · 0.0% of their software$1.3MFlat
- SPS CommerceSPSC9,639 shares · 0.0% of their software$1.0MFlat
- Lyft, Inc.LYFT20,465 shares · 0.0% of their software$1.0MFlat
- ProgressPRGS17,500 shares · 0.0% of their software$791KFlat