Generalist · Chiyoda-ku, Tokyo, Japan
Sumitomo Mitsui Trust Group
Q1 2021 · compared with Q4 2020
Filed as Sumitomo Mitsui Trust Group, INC.
- Software
- $19.4B
- Weight of 13F
- 12.2%
- Names
- 69
- Net bought
- +$1.2B
Filed 30 April 2021 · SEC filing.
1,152 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
- MicrosoftMSFT25,777,919 shares · 31.3% of their software · price +$344M$6.1B−$195M
- Block, Inc.XYZ6,929,857 shares · 8.1% of their software · price +$65.2M$1.6B+$298M
- ShopifySHOP872,168 shares · 5.0% of their software · price −$22.2M$963M+$313M
- AdobeADBE1,998,546 shares · 4.9% of their software · price −$49.5M$950M−$28.4M
- TwilioTWLO2,146,218 shares · 3.8% of their software · price +$4.9M$731M+$113M
- SalesforceCRM3,345,986 shares · 3.6% of their software · price −$35.7M$709M−$56.5M
- ZoomZM1,859,881 shares · 3.1% of their software · price −$29.8M$598M+$272M
- IntuitINTU1,302,776 shares · 2.6% of their software · price +$4.2M$499M−$9.4M
- DocuSignDOCU2,376,875 shares · 2.5% of their software · price −$47.2M$481M+$42.1M
- OracleORCL6,371,889 shares · 2.3% of their software · price +$34.9M$447M−$24.7M
- ServiceNowNOW716,066 shares · 1.8% of their software · price −$36.0M$358MFlat
- UnityU3,226,057 shares · 1.7% of their software · price −$171M$324M+$307M
- AutodeskADSK1,142,982 shares · 1.6% of their software · price −$32.2M$317M+$5.9M
- Automatic Data Processing, Inc.ADP1,554,733 shares · 1.5% of their software · price +$19.1M$293M−$56.6M
- SynopsysSNPS1,175,597 shares · 1.5% of their software · price −$13.5M$291M+$14.8M
- PagerDutyPD7,150,029 shares · 1.5% of their software · price −$10.5M$288M+$33.0M
- WorkdayWDAY1,053,110 shares · 1.3% of their software · price +$9.3M$262M−$73.7M
- Fiserv, Inc.FISV1,943,634 shares · 1.2% of their software · price +$10.1M$231M−$5.1M
- TrimbleTRMB2,812,452 shares · 1.1% of their software · price +$31.0M$219M+$21.9M
- PTCPTC1,371,354 shares · 1.0% of their software · price +$24.7M$189M−$9.8M
- Uber Technologies, Inc.UBER3,364,615 shares · 0.9% of their software · price +$11.8M$183M+$3.2M
- VeevaVEEV606,213 shares · 0.8% of their software · price −$6.7M$158M−$39.8M
- HubSpotHUBS343,894 shares · 0.8% of their software · price +$19.9M$156M+$53.4M
- MongoDBMDB547,858 shares · 0.8% of their software · price −$50.2M$147M+$53.3M
- CrowdStrikeCRWD797,678 shares · 0.7% of their software · price −$23.4M$146M+$29.3M
- CoStarCSGP170,104 shares · 0.7% of their software · price −$17.4M$140M+$8.2M
- Roper Technologies, Inc.ROP337,860 shares · 0.7% of their software · price −$9.4M$136M−$3.8M
- Paychex, Inc.PAYX1,353,054 shares · 0.7% of their software · price +$6.5M$133M−$3.9M
- PalantirPLTR5,583,944 shares · 0.7% of their software · price −$1.5M$130MNew · +$132M
- CadenceCDNS918,014 shares · 0.6% of their software · price +$514K$126M−$4.2M
- VeriskVRSK688,815 shares · 0.6% of their software · price −$21.3M$122M−$49.2M
- DatadogDDOG1,407,228 shares · 0.6% of their software · price −$21.2M$117M+$48.8M
- FastlyFSLY1,686,586 shares · 0.6% of their software · price −$33.9M$113M+$84.5M
- The Trade DeskTTD165,815 shares · 0.6% of their software · price −$24.8M$108M+$15.0M
- RingCentralRNG361,048 shares · 0.6% of their software · price −$29.3M$108MFlat
- Palo Alto NetworksPANW327,545 shares · 0.5% of their software · price −$10.9M$105M−$5.6M
- CloudflareNET1,383,077 shares · 0.5% of their software · price −$7.9M$97.2M+$21.0M
- AkamaiAKAM953,214 shares · 0.5% of their software · price −$2.9M$97.1M−$1.4M
- Materialise NVMTLS2,612,016 shares · 0.5% of their software · price −$47.7M$93.9M−$2.3M
- FortinetFTNT476,991 shares · 0.5% of their software · price +$17.1M$88.0M−$2.7M
- GuidewireGWRE838,266 shares · 0.4% of their software · price −$22.7M$85.2M−$1.7M
- OktaOKTA383,197 shares · 0.4% of their software · price −$13.0M$84.5M−$79.9M
- Gen DigitalGEN3,887,094 shares · 0.4% of their software · price +$1.9M$82.6M+$6.1M
- VeriSign, Inc.VRSN362,334 shares · 0.4% of their software · price −$6.4M$72.0M−$2.5M
- Tyler TechnologiesTYL166,941 shares · 0.4% of their software · price −$2.0M$70.9M−$2.6M
- BroadridgeBR451,550 shares · 0.4% of their software$69.1M−$2.1M
- Agora, Inc.API1,372,124 shares · 0.4% of their software · price +$14.7M$69.0M+$6.3M
- PaycomPAYC160,822 shares · 0.3% of their software · price −$13.2M$59.5M−$2.5M
- SS&CSSNC753,163 shares · 0.3% of their software · price −$2.2M$52.6M−$1.6M
- NetApp, Inc.NTAP710,414 shares · 0.3% of their software · price +$4.6M$51.6M−$2.1M
- GoDaddyGDDY642,805 shares · 0.3% of their software · price −$3.4M$49.9M+$7.4M
- FactSetFDS148,080 shares · 0.2% of their software · price −$3.5M$45.7M−$1.3M
- ZscalerZS264,478 shares · 0.2% of their software · price −$7.4M$45.4M−$788K
- Fair IsaacFICO92,398 shares · 0.2% of their software · price −$2.3M$44.9M−$2.2M
- F5, Inc.FFIV205,180 shares · 0.2% of their software · price +$6.7M$42.8M−$745K
- Five9FIVN266,348 shares · 0.2% of their software · price −$4.8M$41.6M−$1.6M
- OpenTextOTEX798,524 shares · 0.2% of their software · price +$1.8M$38.1M−$882K
- DynatraceDT594,337 shares · 0.1% of their software · price +$3.0M$28.7M−$2.6M
- DropboxDBX1,048,388 shares · 0.1% of their software · price +$4.7M$28.0M−$7.1M
- SnowflakeSNOW86,280 shares · 0.1% of their software · price −$4.5M$19.8M−$3.9M
- SchrödingerSDGR208,808 shares · 0.1% of their software · price −$603K$15.9M+$1.9M
- BlackBerry LimitedBB1,497,894 shares · 0.1% of their software · price +$2.7M$12.6M−$671K
- BILLBILL82,639 shares · 0.1% of their software · price +$744K$12.0MNew · +$11.3M
- Lyft, Inc.LYFT90,222 shares · 0.0% of their software · price +$1.3M$5.7M+$3.4M
- Kingsoft Cloud Holdings LimitedKC128,924 shares · 0.0% of their software · price −$545K$5.1MFlat
- NICENICE12,631 shares · 0.0% of their software · price −$828K$2.8MFlat
- PhreesiaPHR26,667 shares · 0.0% of their software$1.4M−$16.7M
- ProgressPRGS16,800 shares · 0.0% of their software$740KFlat
- PegasystemsPEGA1,918 shares · 0.0% of their software$219K−$1.0M