Generalist · Chiyoda-ku, Tokyo, Japan
Sumitomo Mitsui Trust Group
Q2 2021 · compared with Q1 2021
Filed as Sumitomo Mitsui Trust Group, INC.
- Software
- $22.4B
- Weight of 13F
- 13.2%
- Names
- 71
- Net bought
- +$2.0B
Filed 2 August 2021 · SEC filing.
1,182 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
- MicrosoftMSFT24,015,922 shares · 29.1% of their software · price +$844M$6.5B−$415M
- Block, Inc.XYZ6,751,204 shares · 7.4% of their software · price +$113M$1.6B−$40.6M
- ShopifySHOP1,005,085 shares · 6.6% of their software · price +$356M$1.5B+$147M
- TwilioTWLO2,887,799 shares · 5.1% of their software · price +$154M$1.1B+$253M
- AdobeADBE1,847,582 shares · 4.8% of their software · price +$204M$1.1B−$71.8M
- ZoomZM2,397,949 shares · 4.1% of their software · price +$158M$928M+$173M
- SalesforceCRM3,199,522 shares · 3.5% of their software · price +$104M$782M−$31.0M
- IntuitINTU1,346,296 shares · 2.9% of their software · price +$144M$660M+$16.7M
- DocuSignDOCU2,163,202 shares · 2.7% of their software · price +$167M$605M−$43.3M
- UnityU5,141,699 shares · 2.5% of their software · price +$48.9M$565M+$192M
- OracleORCL5,906,765 shares · 2.1% of their software · price +$45.3M$460M−$32.6M
- UiPathPATH6,028,646 shares · 1.8% of their software$410MNew · +$410M
- TrimbleTRMB4,861,205 shares · 1.8% of their software · price +$19.6M$398M+$159M
- ServiceNowNOW631,505 shares · 1.6% of their software · price +$31.2M$347M−$42.3M
- PagerDutyPD8,103,453 shares · 1.5% of their software · price +$19.0M$345M+$38.4M
- AutodeskADSK1,027,784 shares · 1.3% of their software · price +$15.2M$300M−$31.9M
- PalantirPLTR11,194,018 shares · 1.3% of their software · price +$34.4M$295M+$131M
- Automatic Data Processing, Inc.ADP1,469,869 shares · 1.3% of their software · price +$14.9M$292M−$16.0M
- SynopsysSNPS949,890 shares · 1.2% of their software · price +$26.6M$262M−$55.9M
- WorkdayWDAY979,337 shares · 1.0% of their software · price −$9.5M$234M−$18.3M
- Fiserv, Inc.FISV1,898,628 shares · 0.9% of their software · price −$23.1M$203M−$5.4M
- Uber Technologies, Inc.UBER3,885,708 shares · 0.9% of their software · price −$17.1M$195M+$28.4M
- OktaOKTA784,560 shares · 0.9% of their software · price +$19.0M$192M+$88.5M
- VeevaVEEV508,007 shares · 0.7% of their software · price +$25.3M$158M−$25.7M
- Roper Technologies, Inc.ROP320,596 shares · 0.7% of their software · price +$21.4M$151M−$7.0M
- CloudflareNET1,391,235 shares · 0.7% of their software · price +$49.5M$147MFlat
- Paychex, Inc.PAYX1,275,487 shares · 0.6% of their software · price +$11.8M$137M−$7.6M
- CrowdStrikeCRWD529,605 shares · 0.6% of their software · price +$36.4M$133M−$48.9M
- MongoDBMDB360,561 shares · 0.6% of their software · price +$33.9M$130M−$50.1M
- CadenceCDNS951,707 shares · 0.6% of their software$130M+$4.6M
- PTCPTC885,450 shares · 0.6% of their software · price +$3.2M$125M−$66.9M
- Palo Alto NetworksPANW313,740 shares · 0.5% of their software · price +$15.4M$116M−$4.4M
- The Trade DeskTTD1,462,220 shares · 0.5% of their software · price −$840M$113M+$845M
- CoStarCSGP1,332,428 shares · 0.5% of their software · price −$985M$110M+$955M
- FortinetFTNT455,176 shares · 0.5% of their software · price +$24.5M$108M−$4.0M
- AkamaiAKAM911,740 shares · 0.5% of their software · price +$13.4M$106M−$4.2M
- Gen DigitalGEN3,792,146 shares · 0.5% of their software · price +$22.6M$103M−$2.0M
- VeriskVRSK519,876 shares · 0.4% of their software · price −$1.0M$90.8M−$29.8M
- RingCentralRNG279,002 shares · 0.4% of their software · price −$2.0M$81.1M−$24.4M
- VeriSign, Inc.VRSN338,299 shares · 0.3% of their software · price +$9.8M$77.0M−$4.8M
- HubSpotHUBS130,919 shares · 0.3% of their software · price +$16.8M$76.3M−$96.7M
- Tyler TechnologiesTYL155,373 shares · 0.3% of their software · price +$4.3M$70.3M−$4.9M
- BroadridgeBR427,935 shares · 0.3% of their software · price +$3.6M$69.1M−$3.6M
- Materialise NVMTLS2,640,699 shares · 0.3% of their software · price −$31.3M$63.6M+$1.0M
- NetApp, Inc.NTAP768,630 shares · 0.3% of their software · price +$7.0M$62.9M+$4.2M
- DatadogDDOG552,913 shares · 0.3% of their software · price +$11.5M$57.5M−$71.2M
- PaycomPAYC154,299 shares · 0.3% of their software · price −$1.0M$56.1M−$2.4M
- ZscalerZS243,876 shares · 0.2% of their software · price +$10.8M$52.7M−$3.5M
- SS&CSSNC721,385 shares · 0.2% of their software · price +$1.6M$52.0M−$2.2M
- FactSetFDS150,618 shares · 0.2% of their software · price +$4.1M$50.5M+$783K
- Lyft, Inc.LYFT787,259 shares · 0.2% of their software · price −$2.1M$47.6M+$44.0M
- GoDaddyGDDY514,069 shares · 0.2% of their software · price +$4.8M$44.7M−$10.0M
- Fair IsaacFICO87,026 shares · 0.2% of their software · price +$1.4M$43.7M−$2.6M
- OpenTextOTEX768,499 shares · 0.2% of their software · price +$2.4M$39.0M−$1.4M
- F5, Inc.FFIV205,650 shares · 0.2% of their software · price −$4.5M$38.4MFlat
- BILLBILL199,563 shares · 0.2% of their software · price +$7.5M$36.6M+$17.0M
- Bentley SystemsBSY473,381 shares · 0.1% of their software · price +$8.4M$30.7MNew · +$22.2M
- DynatraceDT509,084 shares · 0.1% of their software · price +$5.2M$29.7M−$4.1M
- DropboxDBX896,813 shares · 0.1% of their software · price +$3.3M$27.2M−$4.0M
- GuidewireGWRE222,153 shares · 0.1% of their software · price +$2.5M$25.0M−$62.6M
- SnowflakeSNOW85,719 shares · 0.1% of their software · price +$1.1M$20.7MFlat
- BlackBerry LimitedBB1,471,330 shares · 0.1% of their software · price +$5.6M$18.0MFlat
- SchrödingerSDGR186,489 shares · 0.1% of their software$14.1M−$1.7M
- Agora, Inc.API105,337 shares · 0.0% of their software · price −$875K$4.4M−$63.7M
- Kingsoft Cloud Holdings LimitedKC128,924 shares · 0.0% of their software · price −$695K$4.4MFlat
- ZoomInfoZI71,719 shares · 0.0% of their software$3.7MNew
- NICENICE7,949 shares · 0.0% of their software$2.0M−$1.0M
- PhreesiaPHR26,667 shares · 0.0% of their software$1.6MFlat
- ProgressPRGS16,800 shares · 0.0% of their software$777KFlat
- VaronisVRNS6,400 shares · 0.0% of their software$369KNew · Flat
- WEX Inc.WEX1,753 shares · 0.0% of their software$340KNew · Flat