Generalist · Chiyoda-ku, Tokyo, Japan
Sumitomo Mitsui Trust Group
Q4 2021 · compared with Q3 2021
Filed as Sumitomo Mitsui Trust Group, INC.
- Software
- $23.5B
- Weight of 13F
- 14.3%
- Names
- 79
- Net bought
- +$840M
Filed 2 February 2022 · SEC filing.
1,165 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
- MicrosoftMSFT23,366,268 shares · 33.5% of their software · price +$1.3B$7.9B+$128M
- ShopifySHOP893,710 shares · 5.2% of their software · price +$19.3M$1.2B−$64.0M
- Block, Inc.XYZ6,311,284 shares · 4.3% of their software · price −$494M$1.0B+$70.8M
- AdobeADBE1,720,699 shares · 4.2% of their software · price −$14.9M$976M−$10.0M
- TwilioTWLO3,434,055 shares · 3.9% of their software · price −$191M$904M+$198M
- SalesforceCRM3,090,667 shares · 3.3% of their software · price −$52.8M$785M−$31.8M
- ZoomZM4,268,516 shares · 3.3% of their software · price −$331M$785M+$336M
- IntuitINTU1,187,363 shares · 3.3% of their software · price +$123M$764M−$54.0M
- UiPathPATH17,615,356 shares · 3.2% of their software · price −$167M$760M+$184M
- UnityU5,220,194 shares · 3.2% of their software · price +$87.4M$746M−$180M
- DocuSignDOCU3,045,153 shares · 2.0% of their software · price −$320M$464M+$200M
- TrimbleTRMB5,175,266 shares · 1.9% of their software · price +$25.6M$451M+$8.6M
- OracleORCL4,754,459 shares · 1.8% of their software$415M−$62.9M
- PalantirPLTR21,138,518 shares · 1.6% of their software · price −$123M$385M−$12.7M
- ServiceNowNOW577,765 shares · 1.6% of their software · price +$15.5M$375M−$15.5M
- Automatic Data Processing, Inc.ADP1,347,082 shares · 1.4% of their software · price +$62.9M$332M−$11.1M
- AutodeskADSK1,142,917 shares · 1.4% of their software · price −$4.5M$321M+$34.2M
- SynopsysSNPS869,303 shares · 1.4% of their software · price +$60.1M$320M−$7.6M
- WorkdayWDAY928,480 shares · 1.1% of their software · price +$21.6M$254M−$12.3M
- PagerDutyPD6,178,820 shares · 0.9% of their software · price −$41.2M$215M−$4.2M
- SnowflakeSNOW580,560 shares · 0.8% of their software · price +$21.1M$197M+$6.5M
- Fiserv, Inc.FISV1,804,267 shares · 0.8% of their software · price −$8.5M$187MFlat
- FortinetFTNT496,482 shares · 0.8% of their software · price +$33.4M$178M+$18.0M
- Palo Alto NetworksPANW297,692 shares · 0.7% of their software · price +$23.1M$166M−$5.7M
- CloudflareNET1,244,989 shares · 0.7% of their software · price +$23.5M$164M−$7.7M
- CadenceCDNS860,595 shares · 0.7% of their software · price +$30.0M$160M−$5.9M
- Paychex, Inc.PAYX1,165,416 shares · 0.7% of their software · price +$28.0M$159M−$15.4M
- OktaOKTA703,724 shares · 0.7% of their software · price −$9.3M$158M−$19.0M
- Uber Technologies, Inc.UBER3,601,362 shares · 0.6% of their software · price −$10.3M$151M−$5.4M
- Roper Technologies, Inc.ROP292,602 shares · 0.6% of their software · price +$13.4M$144M−$4.9M
- FactSetFDS284,262 shares · 0.6% of their software · price +$25.9M$138M+$55.6M
- CrowdStrikeCRWD624,919 shares · 0.5% of their software · price −$25.6M$128M+$20.0M
- VeevaVEEV427,869 shares · 0.5% of their software · price −$14.0M$109M−$7.8M
- MongoDBMDB205,416 shares · 0.5% of their software · price +$11.9M$109M−$32.9M
- The Trade DeskTTD1,169,428 shares · 0.5% of their software · price +$25.0M$107M−$3.3M
- PTCPTC818,224 shares · 0.4% of their software · price +$1.1M$99.1M−$2.0M
- DatadogDDOG554,780 shares · 0.4% of their software · price +$20.4M$98.8M+$849K
- HubSpotHUBS149,241 shares · 0.4% of their software · price −$2.5M$98.4M+$16.2M
- VeriskVRSK426,934 shares · 0.4% of their software · price +$12.2M$97.7M−$14.7M
- BroadridgeBR527,327 shares · 0.4% of their software · price +$8.5M$96.4M+$19.8M
- ZscalerZS290,346 shares · 0.4% of their software · price +$17.2M$93.3M+$9.8M
- SS&CSSNC1,115,286 shares · 0.4% of their software · price +$14.0M$91.4M+$29.6M
- BILLBILL356,735 shares · 0.4% of their software · price −$6.3M$88.9M+$44.8M
- CoStarCSGP1,088,785 shares · 0.4% of their software · price −$7.7M$86.0M−$15.7M
- VeriSign, Inc.VRSN335,298 shares · 0.4% of their software · price +$16.4M$85.1M+$2.9M
- AkamaiAKAM695,067 shares · 0.3% of their software · price +$8.7M$81.4M−$20.1M
- Gen DigitalGEN3,115,534 shares · 0.3% of their software · price +$2.1M$80.9M−$15.4M
- Tyler TechnologiesTYL142,462 shares · 0.3% of their software · price +$11.3M$76.6M−$2.1M
- NetApp, Inc.NTAP690,940 shares · 0.3% of their software · price +$1.5M$63.6M−$5.9M
- Materialise NVMTLS2,640,699 shares · 0.3% of their software · price +$10.0M$63.0MFlat
- PaycomPAYC144,975 shares · 0.3% of their software · price −$11.7M$60.2M−$1.8M
- ToastTOST1,641,905 shares · 0.2% of their software · price −$25.0M$57.0MNew · +$82.0M
- DynatraceDT771,206 shares · 0.2% of their software · price −$8.2M$46.5M+$21.5M
- F5, Inc.FFIV171,958 shares · 0.2% of their software · price +$7.9M$42.1M−$5.1M
- GoDaddyGDDY464,353 shares · 0.2% of their software · price +$7.0M$39.4M−$1.1M
- RingCentralRNG209,467 shares · 0.2% of their software · price −$6.3M$39.2M−$2.0M
- ZoomInfoZI588,916 shares · 0.2% of their software$37.8M—
- Fair IsaacFICO77,516 shares · 0.1% of their software · price +$2.8M$33.6M−$2.7M
- OpenTextOTEX699,579 shares · 0.1% of their software · price −$881K$33.2M−$1.7M
- Lyft, Inc.LYFT731,869 shares · 0.1% of their software · price −$7.9M$31.3M−$944K
- DropboxDBX1,121,400 shares · 0.1% of their software · price −$5.2M$27.5M+$7.2M
- GuidewireGWRE189,826 shares · 0.1% of their software · price −$1.0M$21.6M−$2.1M
- Bentley SystemsBSY441,815 shares · 0.1% of their software · price −$5.4M$21.4M−$3.3M
- BlackBerry LimitedBB1,310,716 shares · 0.1% of their software$12.2MFlat
- AsanaASAN160,732 shares · 0.1% of their software · price −$4.7M$12.0MNew · +$16.7M
- LightspeedLSPD254,457 shares · 0.0% of their software · price −$14.2M$10.3M−$2.0M
- SchrödingerSDGR207,300 shares · 0.0% of their software · price −$4.1M$7.2M+$2.3M
- NICENICE7,949 shares · 0.0% of their software$2.4MFlat
- Manhattan AssociatesMANH14,430 shares · 0.0% of their software$2.2MFlat
- Kingsoft Cloud Holdings LimitedKC127,209 shares · 0.0% of their software · price −$1.6M$2.0MFlat
- Agora, Inc.API103,465 shares · 0.0% of their software · price −$1.3M$1.7MFlat
- WEX Inc.WEX9,088 shares · 0.0% of their software$1.3MFlat
- PhreesiaPHR21,276 shares · 0.0% of their software$886KFlat
- CertaraCERT26,786 shares · 0.0% of their software$761K+$531K
- ProgressPRGS10,200 shares · 0.0% of their software$492KFlat
- N-ableNABL37,209 shares · 0.0% of their software$413KFlat
- VaronisVRNS7,114 shares · 0.0% of their software$347KFlat
- PaylocityPCTY1,200 shares · 0.0% of their software$283KNew · Flat
- Remitly Global, Inc.RELY13,627 shares · 0.0% of their software$281KNew · +$500K