Generalist · Chiyoda-ku, Tokyo, Japan
Sumitomo Mitsui Trust Group
Q3 2021 · compared with Q2 2021
Filed as Sumitomo Mitsui Trust Group, INC.
- Software
- $22.4B
- Weight of 13F
- 14.0%
- Names
- 76
- Net bought
- +$372M
Filed 25 October 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
- MicrosoftMSFT22,913,960 shares · 28.8% of their software · price +$253M$6.5B−$299M
- Block, Inc.XYZ6,016,193 shares · 6.4% of their software · price −$23.8M$1.4B−$179M
- ShopifySHOP940,922 shares · 5.7% of their software · price −$99.0M$1.3B−$93.7M
- AdobeADBE1,738,101 shares · 4.5% of their software · price −$17.2M$1.0B−$64.1M
- TwilioTWLO2,812,628 shares · 4.0% of their software · price −$211M$897M−$29.6M
- SalesforceCRM3,207,907 shares · 3.9% of their software · price +$86.5M$870MFlat
- UnityU6,643,491 shares · 3.7% of their software · price +$109M$839M+$165M
- ZoomZM2,985,160 shares · 3.5% of their software · price −$375M$781M+$227M
- UiPathPATH14,114,369 shares · 3.3% of their software · price −$216M$743M+$549M
- IntuitINTU1,287,394 shares · 3.1% of their software · price +$63.5M$695M−$28.9M
- DocuSignDOCU2,267,894 shares · 2.6% of their software · price −$50.2M$584M+$29.3M
- PalantirPLTR21,665,960 shares · 2.3% of their software · price −$50.3M$521M+$276M
- OracleORCL5,476,726 shares · 2.1% of their software · price +$50.9M$477M−$33.5M
- TrimbleTRMB5,071,035 shares · 1.9% of their software · price +$2.1M$417M+$17.2M
- ServiceNowNOW602,604 shares · 1.7% of their software · price +$43.8M$375M−$15.9M
- AutodeskADSK1,022,868 shares · 1.3% of their software · price −$6.9M$292MFlat
- Automatic Data Processing, Inc.ADP1,402,598 shares · 1.2% of their software · price +$1.8M$280M−$13.4M
- SynopsysSNPS894,803 shares · 1.2% of their software · price +$21.1M$268M−$15.2M
- PagerDutyPD6,279,022 shares · 1.2% of their software · price −$7.3M$260M−$77.7M
- WorkdayWDAY977,661 shares · 1.1% of their software · price +$10.9M$244MFlat
- Fiserv, Inc.FISV1,805,178 shares · 0.9% of their software · price +$2.9M$196M−$10.0M
- OktaOKTA783,767 shares · 0.8% of their software · price −$5.8M$186MFlat
- SnowflakeSNOW558,995 shares · 0.8% of their software · price +$33.9M$169M+$114M
- Uber Technologies, Inc.UBER3,721,345 shares · 0.7% of their software · price −$19.8M$167M−$8.2M
- Palo Alto NetworksPANW309,519 shares · 0.7% of their software · price +$33.4M$148M−$1.6M
- CloudflareNET1,313,532 shares · 0.7% of their software · price +$8.9M$148M−$8.2M
- Paychex, Inc.PAYX1,302,376 shares · 0.7% of their software · price +$6.7M$146M+$2.9M
- CadenceCDNS899,567 shares · 0.6% of their software · price +$13.2M$136M−$7.1M
- Roper Technologies, Inc.ROP303,633 shares · 0.6% of their software · price −$7.3M$135M−$8.0M
- CrowdStrikeCRWD543,396 shares · 0.6% of their software · price −$3.0M$134M+$3.5M
- VeevaVEEV455,046 shares · 0.6% of their software · price −$10.4M$131M−$16.5M
- MongoDBMDB275,127 shares · 0.6% of their software · price +$30.3M$130M−$30.9M
- FortinetFTNT434,950 shares · 0.6% of their software · price +$23.4M$127M−$4.8M
- CoStarCSGP1,271,314 shares · 0.5% of their software · price +$4.1M$109M−$5.1M
- VeriskVRSK500,245 shares · 0.4% of their software · price +$12.8M$100M−$3.4M
- PTCPTC834,993 shares · 0.4% of their software · price −$17.9M$100M−$7.1M
- Gen DigitalGEN3,722,505 shares · 0.4% of their software · price −$7.1M$94.2M−$1.9M
- AkamaiAKAM886,876 shares · 0.4% of their software · price −$10.7M$92.8M−$2.9M
- The Trade DeskTTD1,215,720 shares · 0.4% of their software · price −$8.6M$85.5M−$19.1M
- HubSpotHUBS125,218 shares · 0.4% of their software · price +$11.7M$84.7M−$3.3M
- DatadogDDOG548,777 shares · 0.3% of their software · price +$20.5M$77.6MFlat
- PaycomPAYC148,634 shares · 0.3% of their software · price +$19.7M$73.7M−$2.1M
- BroadridgeBR408,442 shares · 0.3% of their software · price +$2.1M$68.1M−$3.1M
- NetApp, Inc.NTAP757,111 shares · 0.3% of their software · price +$6.0M$68.0M−$942K
- Tyler TechnologiesTYL147,105 shares · 0.3% of their software · price +$924K$67.5M−$3.7M
- ZscalerZS253,114 shares · 0.3% of their software · price +$11.7M$66.4M+$2.0M
- VeriSign, Inc.VRSN321,216 shares · 0.3% of their software · price −$7.3M$65.9M−$3.9M
- FactSetFDS143,316 shares · 0.3% of their software · price +$8.5M$56.6M−$2.5M
- Materialise NVMTLS2,640,699 shares · 0.2% of their software · price −$10.5M$53.1MFlat
- BILLBILL188,896 shares · 0.2% of their software · price +$15.8M$50.4M−$2.0M
- SS&CSSNC688,833 shares · 0.2% of their software · price −$1.8M$47.8M−$2.3M
- RingCentralRNG218,644 shares · 0.2% of their software · price −$16.0M$47.6M−$17.5M
- Lyft, Inc.LYFT749,478 shares · 0.2% of their software · price −$5.2M$40.2M−$2.3M
- F5, Inc.FFIV197,613 shares · 0.2% of their software · price +$2.4M$39.3M−$1.5M
- OpenTextOTEX733,554 shares · 0.2% of their software · price −$1.5M$35.7M−$1.8M
- Fair IsaacFICO84,232 shares · 0.1% of their software · price −$8.8M$33.5M−$1.4M
- GoDaddyGDDY479,962 shares · 0.1% of their software · price −$8.3M$33.5M−$3.0M
- DynatraceDT468,704 shares · 0.1% of their software · price +$5.9M$33.3M−$2.4M
- Bentley SystemsBSY496,861 shares · 0.1% of their software · price −$2.1M$30.1M+$1.5M
- LightspeedLSPD275,421 shares · 0.1% of their software · price +$3.5M$26.5MNew · +$23.0M
- DropboxDBX875,708 shares · 0.1% of their software · price −$955K$25.6M−$640K
- GuidewireGWRE207,478 shares · 0.1% of their software · price +$1.3M$24.7M−$1.7M
- BlackBerry LimitedBB1,326,482 shares · 0.1% of their software · price −$3.3M$12.9M−$1.8M
- SchrödingerSDGR165,681 shares · 0.0% of their software · price −$3.5M$9.1M−$1.6M
- Kingsoft Cloud Holdings LimitedKC128,924 shares · 0.0% of their software · price −$723K$3.7MFlat
- Agora, Inc.API104,207 shares · 0.0% of their software · price −$1.4M$3.0MFlat
- ZoomInfoZI47,276 shares · 0.0% of their software$2.9M—
- Manhattan AssociatesMANH15,697 shares · 0.0% of their software$2.4MNew · +$2.3M
- NICENICE7,949 shares · 0.0% of their software$2.3MFlat
- TeradataTDC28,337 shares · 0.0% of their software$1.6MNew · +$1.4M
- WEX Inc.WEX8,057 shares · 0.0% of their software$1.4M+$1.2M
- PhreesiaPHR21,276 shares · 0.0% of their software$1.3MFlat
- ProgressPRGS14,700 shares · 0.0% of their software$723KFlat
- VaronisVRNS8,018 shares · 0.0% of their software$488KFlat
- N-ableNABL37,209 shares · 0.0% of their software$462KNew · Flat
- CertaraCERT10,741 shares · 0.0% of their software$356KNew · Flat