Generalist · Chiyoda-ku, Tokyo, Japan
Sumitomo Mitsui Trust Group
Q2 2022 · compared with Q1 2022
Filed as Sumitomo Mitsui Trust Group, INC.
- Software
- $14.9B
- Weight of 13F
- 11.4%
- Names
- 86
- Net bought
- +$9.7B
Filed 26 July 2022 · SEC filing.
1,214 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
- MicrosoftMSFT22,854,253 shares · 39.4% of their software · price −$1.2B$5.9B+$158M
- AdobeADBE1,664,942 shares · 4.1% of their software · price −$149M$609MFlat
- ZoomZM5,270,025 shares · 3.8% of their software · price −$48.8M$569MFlat
- SalesforceCRM3,123,308 shares · 3.5% of their software · price −$148M$515M+$24.9M
- Block, Inc.XYZ8,263,683 shares · 3.4% of their software · price −$613M$508M+$86.4M
- Automatic Data Processing, Inc.ADP2,127,240 shares · 3.0% of their software · price −$37.2M$447M+$186M
- UiPathPATH24,023,545 shares · 2.9% of their software · price −$81.7M$437MNew · +$519M
- ShopifySHOP12,428,329 shares · 2.6% of their software · price −$8.0B$388M+$7.7B
- TwilioTWLO4,608,036 shares · 2.6% of their software · price −$373M$386M+$66.5M
- IntuitINTU921,147 shares · 2.4% of their software · price −$87.9M$355M−$45.4M
- OracleORCL4,738,812 shares · 2.2% of their software · price −$60.9M$331M+$9.0M
- ServiceNowNOW597,488 shares · 1.9% of their software · price −$48.6M$284M+$28.0M
- TrimbleTRMB4,376,309 shares · 1.7% of their software · price −$60.9M$255MFlat
- UnityU6,525,506 shares · 1.6% of their software · price −$407M$240M+$151M
- SynopsysSNPS753,389 shares · 1.5% of their software · price −$22.3M$229M−$39.8M
- AutodeskADSK1,043,120 shares · 1.2% of their software · price −$44.2M$179M−$25.3M
- Fiserv, Inc.FISV1,848,005 shares · 1.1% of their software · price −$23.0M$164M+$14.3M
- Palo Alto NetworksPANW314,442 shares · 1.0% of their software · price −$40.4M$155MFlat
- PagerDutyPD5,682,214 shares · 0.9% of their software · price −$53.5M$141M−$9.4M
- Paychex, Inc.PAYX1,230,154 shares · 0.9% of their software · price −$27.8M$140M+$8.3M
- CadenceCDNS889,903 shares · 0.9% of their software · price −$12.8M$134M+$6.0M
- Roper Technologies, Inc.ROP326,076 shares · 0.9% of their software · price −$25.3M$129M+$17.1M
- CrowdStrikeCRWD740,717 shares · 0.8% of their software · price −$43.3M$125M−$11.4M
- FortinetFTNT2,014,957 shares · 0.8% of their software · price −$575M$114M+$534M
- VeriskVRSK547,715 shares · 0.6% of their software · price −$22.8M$94.8M+$26.4M
- PTCPTC886,873 shares · 0.6% of their software · price −$1.2M$94.3M+$7.0M
- Uber Technologies, Inc.UBER4,440,571 shares · 0.6% of their software · price −$67.6M$90.9M+$11.1M
- VeevaVEEV443,591 shares · 0.6% of their software · price −$6.4M$87.8M+$3.3M
- BroadridgeBR613,831 shares · 0.6% of their software · price −$8.1M$87.5M+$35.9M
- WorkdayWDAY616,455 shares · 0.6% of their software · price −$61.6M$86.0M+$6.7M
- SnowflakeSNOW609,595 shares · 0.6% of their software · price −$54.9M$84.8M+$7.3M
- StoneCo Ltd.STNE9,578,416 shares · 0.5% of their software · price −$38.3M$73.8M+$2.5M
- CoStarCSGP1,140,944 shares · 0.5% of their software · price −$7.1M$68.9M+$3.7M
- CloudflareNET1,472,578 shares · 0.4% of their software · price −$112M$64.4M+$15.2M
- DatadogDDOG661,813 shares · 0.4% of their software · price −$37.2M$63.0M+$6.4M
- AkamaiAKAM669,765 shares · 0.4% of their software · price −$18.8M$61.2M+$16.3M
- VeriSign, Inc.VRSN339,944 shares · 0.4% of their software · price −$18.7M$56.9M+$2.3M
- FactSetFDS141,141 shares · 0.4% of their software · price −$7.0M$54.3M−$37.5M
- ToastTOST4,027,657 shares · 0.4% of their software · price −$35.4M$52.1MNew · +$87.5M
- The Trade DeskTTD1,230,722 shares · 0.3% of their software · price −$33.7M$51.6M+$4.5M
- NetApp, Inc.NTAP780,333 shares · 0.3% of their software · price −$13.9M$50.9M+$7.3M
- MongoDBMDB195,584 shares · 0.3% of their software · price −$36.0M$50.8M−$2.5M
- BILLBILL431,509 shares · 0.3% of their software · price −$50.4M$47.4M+$12.4M
- Global-EGLBE2,246,939 shares · 0.3% of their software · price −$30.6M$45.3MNew · +$75.9M
- PalantirPLTR4,897,152 shares · 0.3% of their software · price −$22.8M$44.4M−$931K
- OktaOKTA485,451 shares · 0.3% of their software · price −$29.4M$43.9M−$37.6M
- PaycomPAYC151,127 shares · 0.3% of their software · price −$10.0M$42.3M+$2.6M
- Gen DigitalGEN1,924,006 shares · 0.3% of their software · price −$8.8M$42.3M−$32.1M
- Tyler TechnologiesTYL120,484 shares · 0.3% of their software · price −$13.5M$40.1M−$8.9M
- BoxBOX1,571,934 shares · 0.3% of their software · price −$6.2M$39.5MNew · +$45.7M
- Check PointCHKP323,678 shares · 0.3% of their software · price −$5.3M$39.4M+$836K
- HubSpotHUBS129,225 shares · 0.3% of their software · price −$22.5M$38.9M−$5.5M
- SS&CSSNC659,014 shares · 0.3% of their software · price −$11.2M$38.3M−$35.0M
- ZscalerZS247,223 shares · 0.2% of their software · price −$22.7M$37.0M−$1.7M
- DocuSignDOCU607,082 shares · 0.2% of their software · price −$30.2M$34.8M+$7.9M
- Materialise NVMTLS2,487,540 shares · 0.2% of their software · price −$14.3M$33.9M−$4.1M
- monday.comMNDY320,432 shares · 0.2% of their software · price −$17.6M$33.1MNew · +$50.7M
- GoDaddyGDDY472,334 shares · 0.2% of their software · price −$6.7M$32.9M+$1.4M
- Fair IsaacFICO75,389 shares · 0.2% of their software · price −$4.9M$30.2MFlat
- F5, Inc.FFIV197,413 shares · 0.2% of their software · price −$11.0M$30.2M+$5.2M
- ZoomInfoZI836,370 shares · 0.2% of their software$27.8M—
- OpenTextOTEX715,555 shares · 0.2% of their software · price −$3.3M$27.1M+$1.9M
- DynatraceDT504,016 shares · 0.1% of their software · price −$3.9M$19.9M−$3.5M
- DropboxDBX834,715 shares · 0.1% of their software · price −$1.9M$17.5M−$6.4M
- Bentley SystemsBSY473,957 shares · 0.1% of their software · price −$5.2M$15.8M+$1.3M
- GuidewireGWRE206,633 shares · 0.1% of their software · price −$4.9M$14.7M+$1.2M
- RingCentralRNG238,960 shares · 0.1% of their software · price −$15.5M$12.5M+$3.3M
- AppLovinAPP352,494 shares · 0.1% of their software · price −$7.3M$12.1MNew · +$19.4M
- SchrödingerSDGR438,485 shares · 0.1% of their software · price −$3.4M$11.6M+$8.4M
- Lyft, Inc.LYFT846,743 shares · 0.1% of their software · price −$21.3M$11.2M+$4.2M
- WixWIX149,215 shares · 0.1% of their software · price −$5.8M$9.8M+$1.2M
- BlackBerry LimitedBB1,430,803 shares · 0.1% of their software · price −$3.0M$7.7M+$519K
- LightspeedLSPD329,631 shares · 0.0% of their software · price −$2.7M$7.4MNew · +$10.0M
- Grab Holdings LimitedGRAB2,820,982 shares · 0.0% of their software · price −$2.7M$7.1MNew · +$9.9M
- Amdocs LimitedDOX30,688 shares · 0.0% of their software$2.6MFlat
- Manhattan AssociatesMANH12,977 shares · 0.0% of their software$1.5MFlat
- WEX Inc.WEX8,606 shares · 0.0% of their software$1.3MFlat
- PagSeguro Digital Ltd.PAGS116,057 shares · 0.0% of their software · price −$1.1M$1.2MFlat
- NICENICE4,808 shares · 0.0% of their software$925KFlat
- PhreesiaPHR29,381 shares · 0.0% of their software$735KFlat
- CertaraCERT31,310 shares · 0.0% of their software$672KFlat
- Immersion CorporationIMMR125,713 shares · 0.0% of their software$671KNew · +$699K
- FastlyFSLY36,554 shares · 0.0% of their software$424KNew · +$635K
- Remitly Global, Inc.RELY45,373 shares · 0.0% of their software$348KNew · Flat
- N-ableNABL37,209 shares · 0.0% of their software$335KNew · Flat
- Full Truck Alliance Co. Ltd.YMM13,349 shares · 0.0% of their software$121KNew · Flat