Generalist · Chiyoda-ku, Tokyo, Japan
Sumitomo Mitsui Trust Group
Q1 2022 · compared with Q4 2021
Filed as Sumitomo Mitsui Trust Group, INC.
- Software
- $18.4B
- Weight of 13F
- 12.2%
- Names
- 76
- Net bought
- −$1.2B
Filed 27 April 2022 · SEC filing.
1,173 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
- MicrosoftMSFT22,340,944 shares · 37.5% of their software · price −$626M$6.9B−$345M
- Block, Inc.XYZ7,626,373 shares · 5.6% of their software · price −$198M$1.0B+$212M
- AdobeADBE1,654,105 shares · 4.1% of their software · price −$184M$754M−$37.8M
- ShopifySHOP1,075,674 shares · 4.0% of their software · price −$755M$728M+$251M
- TwilioTWLO4,204,710 shares · 3.8% of their software · price −$414M$693M+$203M
- SalesforceCRM3,005,826 shares · 3.5% of their software · price −$126M$638M−$21.6M
- ZoomZM5,242,357 shares · 3.3% of their software · price −$350M$615M+$179M
- UnityU5,001,224 shares · 2.7% of their software · price −$219M$496M−$31.3M
- IntuitINTU1,015,537 shares · 2.7% of their software · price −$165M$488M−$111M
- OracleORCL4,630,387 shares · 2.1% of their software · price −$20.7M$383M−$10.8M
- TrimbleTRMB4,344,614 shares · 1.7% of their software · price −$65.4M$313M−$72.4M
- ServiceNowNOW547,298 shares · 1.7% of their software · price −$50.5M$305M−$19.8M
- Automatic Data Processing, Inc.ADP1,309,251 shares · 1.6% of their software · price −$24.9M$298M−$9.3M
- SynopsysSNPS872,904 shares · 1.6% of their software · price −$30.8M$291MFlat
- AutodeskADSK1,161,154 shares · 1.4% of their software · price −$77.6M$249M+$5.1M
- PagerDutyPD5,957,145 shares · 1.1% of their software · price −$3.3M$204M−$7.7M
- Palo Alto NetworksPANW312,352 shares · 1.1% of their software · price +$20.5M$194M+$8.2M
- CrowdStrikeCRWD790,969 shares · 1.0% of their software · price +$17.7M$180M+$34.0M
- Fiserv, Inc.FISV1,707,354 shares · 0.9% of their software · price −$4.1M$173M−$10.1M
- CloudflareNET1,345,721 shares · 0.9% of their software · price −$15.9M$161M+$13.2M
- Paychex, Inc.PAYX1,169,346 shares · 0.9% of their software$160MFlat
- FortinetFTNT452,503 shares · 0.8% of their software · price −$8.0M$155M−$15.8M
- Uber Technologies, Inc.UBER4,129,792 shares · 0.8% of their software · price −$25.8M$147M+$22.2M
- WorkdayWDAY588,609 shares · 0.8% of their software · price −$19.8M$141M−$92.8M
- CadenceCDNS853,584 shares · 0.8% of their software · price −$18.7M$140MFlat
- Roper Technologies, Inc.ROP289,956 shares · 0.7% of their software · price −$5.7M$137MFlat
- SnowflakeSNOW577,670 shares · 0.7% of their software · price −$63.3M$132MFlat
- OktaOKTA734,264 shares · 0.6% of their software · price −$53.8M$111M+$6.8M
- StoneCo Ltd.STNE9,364,591 shares · 0.6% of their software · price −$48.3M$110MNew · +$158M
- FactSetFDS227,549 shares · 0.5% of their software · price −$11.8M$98.8M−$27.6M
- DatadogDDOG619,600 shares · 0.5% of their software · price −$16.5M$93.9M+$11.5M
- VeriskVRSK424,607 shares · 0.5% of their software · price −$6.0M$91.1MFlat
- VeevaVEEV427,997 shares · 0.5% of their software · price −$18.4M$90.9MFlat
- MongoDBMDB201,154 shares · 0.5% of their software · price −$17.3M$89.2M−$2.3M
- PTCPTC822,089 shares · 0.5% of their software · price −$11.0M$88.6MFlat
- BILLBILL376,958 shares · 0.5% of their software · price −$8.4M$85.5M+$5.0M
- SS&CSSNC1,126,014 shares · 0.5% of their software · price −$7.8M$84.5MFlat
- Gen DigitalGEN3,133,858 shares · 0.5% of their software · price +$1.7M$83.1MFlat
- The Trade DeskTTD1,165,722 shares · 0.4% of their software · price −$26.1M$80.7MFlat
- VeriSign, Inc.VRSN329,807 shares · 0.4% of their software · price −$10.3M$73.4M−$1.4M
- CoStarCSGP1,084,916 shares · 0.4% of their software · price −$13.5M$72.3MFlat
- PalantirPLTR4,964,964 shares · 0.4% of their software · price −$22.2M$68.2M−$295M
- HubSpotHUBS140,716 shares · 0.4% of their software · price −$25.9M$66.8M−$5.6M
- AkamaiAKAM533,634 shares · 0.3% of their software · price +$1.3M$63.7M−$18.9M
- Tyler TechnologiesTYL140,412 shares · 0.3% of their software · price −$13.1M$62.5M−$1.1M
- ZscalerZS254,416 shares · 0.3% of their software · price −$20.4M$61.4M−$11.5M
- BroadridgeBR383,330 shares · 0.3% of their software · price −$10.4M$59.7M−$26.3M
- NetApp, Inc.NTAP692,844 shares · 0.3% of their software · price −$6.2M$57.5MFlat
- DocuSignDOCU532,876 shares · 0.3% of their software · price −$24.1M$57.1M−$383M
- Materialise NVMTLS2,698,044 shares · 0.3% of their software · price −$12.2M$52.2M+$1.4M
- PaycomPAYC143,516 shares · 0.3% of their software · price −$9.9M$49.7M−$606K
- ZoomInfoZI762,462 shares · 0.2% of their software$45.5M—
- Check PointCHKP317,630 shares · 0.2% of their software · price +$6.9M$43.9MNew · +$37.0M
- GoDaddyGDDY455,203 shares · 0.2% of their software · price −$528K$38.1M−$776K
- F5, Inc.FFIV172,512 shares · 0.2% of their software · price −$6.2M$36.0MFlat
- Fair IsaacFICO74,804 shares · 0.2% of their software · price +$2.5M$34.9M−$1.2M
- OpenTextOTEX671,252 shares · 0.2% of their software · price −$3.4M$28.5M−$1.3M
- Lyft, Inc.LYFT738,427 shares · 0.2% of their software · price −$3.2M$28.4MFlat
- DynatraceDT578,067 shares · 0.1% of their software · price −$7.7M$27.2M−$11.7M
- DropboxDBX1,111,817 shares · 0.1% of their software · price −$1.4M$25.9MFlat
- RingCentralRNG211,075 shares · 0.1% of their software · price −$14.8M$24.7MFlat
- Bentley SystemsBSY445,620 shares · 0.1% of their software · price −$1.8M$19.7MFlat
- GuidewireGWRE194,194 shares · 0.1% of their software · price −$3.7M$18.4MFlat
- WixWIX137,852 shares · 0.1% of their software · price −$7.4M$14.4MNew · +$21.8M
- BlackBerry LimitedBB1,361,210 shares · 0.1% of their software · price −$2.6M$10.1MFlat
- SchrödingerSDGR192,061 shares · 0.0% of their software$6.6M−$531K
- AsanaASAN163,894 shares · 0.0% of their software · price −$5.7M$6.6MFlat
- Amdocs LimitedDOX30,688 shares · 0.0% of their software$2.5MNew · +$2.3M
- PagSeguro Digital Ltd.PAGS117,799 shares · 0.0% of their software · price −$727K$2.4MNew · +$3.1M
- Manhattan AssociatesMANH14,430 shares · 0.0% of their software$2.0MFlat
- WEX Inc.WEX8,861 shares · 0.0% of their software$1.6MFlat
- NICENICE5,808 shares · 0.0% of their software$1.3M−$650K
- Kingsoft Cloud Holdings LimitedKC206,585 shares · 0.0% of their software · price −$2.0M$1.3M+$1.3M
- PhreesiaPHR29,381 shares · 0.0% of their software$774KFlat
- CertaraCERT26,786 shares · 0.0% of their software$575KFlat
- PaylocityPCTY1,200 shares · 0.0% of their software$247KFlat