Generalist · Chiyoda-ku, Tokyo, Japan
Sumitomo Mitsui Trust Group
Q3 2022 · compared with Q2 2022
Filed as Sumitomo Mitsui Trust Group, INC.
- Software
- $13.8B
- Weight of 13F
- 11.4%
- Names
- 86
- Net bought
- +$347M
Filed 21 October 2022 · SEC filing.
1,199 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
- MicrosoftMSFT22,589,092 shares · 38.0% of their software · price −$541M$5.3B−$68.1M
- AdobeADBE1,751,145 shares · 3.5% of their software · price −$159M$482M+$31.6M
- SalesforceCRM3,330,761 shares · 3.5% of their software · price −$70.6M$479M+$34.2M
- ZoomZM6,341,298 shares · 3.4% of their software · price −$218M$467M+$116M
- Block, Inc.XYZ8,357,966 shares · 3.3% of their software · price −$54.1M$460M+$5.8M
- Automatic Data Processing, Inc.ADP1,888,065 shares · 3.1% of their software · price +$30.5M$427M−$50.2M
- ShopifySHOP14,065,324 shares · 2.7% of their software · price −$60.5M$379M+$51.1M
- UiPathPATH29,193,046 shares · 2.7% of their software · price −$163M$368M+$94.0M
- TwilioTWLO5,230,485 shares · 2.6% of their software · price −$76.7M$362M+$52.2M
- IntuitINTU915,839 shares · 2.6% of their software · price +$1.7M$355MFlat
- OracleORCL4,712,170 shares · 2.1% of their software · price −$41.5M$288MFlat
- TrimbleTRMB4,494,627 shares · 1.8% of their software · price −$17.8M$244M+$6.9M
- SynopsysSNPS748,882 shares · 1.7% of their software · price +$1.4M$229MFlat
- UnityU7,083,364 shares · 1.6% of their software · price −$35.1M$226M+$20.5M
- ServiceNowNOW594,810 shares · 1.6% of their software · price −$58.2M$225MFlat
- AutodeskADSK1,026,803 shares · 1.4% of their software · price +$15.2M$192M−$2.8M
- Fiserv, Inc.FISV1,841,040 shares · 1.2% of their software · price +$8.5M$172MFlat
- Palo Alto NetworksPANW939,768 shares · 1.1% of their software · price −$310M$154MSplit
- CadenceCDNS931,665 shares · 1.1% of their software · price +$12.5M$152M+$6.3M
- Paychex, Inc.PAYX1,215,591 shares · 1.0% of their software · price −$2.0M$136M−$1.7M
- PagerDutyPD5,636,356 shares · 0.9% of their software · price −$9.6M$130MFlat
- CrowdStrikeCRWD734,043 shares · 0.9% of their software · price −$2.8M$121MFlat
- Uber Technologies, Inc.UBER4,450,836 shares · 0.9% of their software · price +$26.9M$118MFlat
- Roper Technologies, Inc.ROP326,731 shares · 0.8% of their software · price −$11.4M$118MFlat
- SnowflakeSNOW662,261 shares · 0.8% of their software · price +$20.5M$113M+$7.3M
- FortinetFTNT2,024,970 shares · 0.7% of their software · price −$15.1M$99.5MFlat
- WorkdayWDAY618,425 shares · 0.7% of their software · price +$7.8M$94.1MFlat
- VeriskVRSK543,768 shares · 0.7% of their software · price −$1.4M$92.7MFlat
- PTCPTC883,357 shares · 0.7% of their software · price −$1.5M$92.4MFlat
- StoneCo Ltd.STNE9,596,824 shares · 0.7% of their software · price +$17.6M$91.5MFlat
- BroadridgeBR605,641 shares · 0.6% of their software · price +$1.1M$87.4M−$1.2M
- CloudflareNET1,482,780 shares · 0.6% of their software · price +$17.1M$82.0MFlat
- CoStarCSGP1,142,997 shares · 0.6% of their software · price +$10.6M$79.6MFlat
- The Trade DeskTTD1,240,458 shares · 0.5% of their software · price +$22.2M$74.1MFlat
- VeevaVEEV441,278 shares · 0.5% of their software · price −$14.6M$72.8MFlat
- ToastTOST4,019,415 shares · 0.5% of their software · price +$15.2M$67.2MFlat
- DatadogDDOG716,183 shares · 0.5% of their software · price −$4.6M$63.6M+$5.2M
- SchrödingerSDGR2,409,777 shares · 0.4% of their software · price −$3.4M$60.2M+$52.1M
- Global-EGLBE2,238,891 shares · 0.4% of their software · price +$14.8M$59.9MFlat
- VeriSign, Inc.VRSN339,684 shares · 0.4% of their software · price +$2.2M$59.0MFlat
- BILLBILL429,115 shares · 0.4% of their software · price +$9.6M$56.8MFlat
- BoxBOX2,080,803 shares · 0.4% of their software · price −$1.6M$50.8M+$12.8M
- PaycomPAYC149,926 shares · 0.4% of their software · price +$7.5M$49.5MFlat
- FactSetFDS121,823 shares · 0.4% of their software · price +$1.9M$48.7M−$7.4M
- AkamaiAKAM600,743 shares · 0.3% of their software · price −$6.6M$48.3M−$6.3M
- NetApp, Inc.NTAP743,402 shares · 0.3% of their software · price −$2.5M$46.0M−$2.4M
- Tyler TechnologiesTYL120,062 shares · 0.3% of their software · price +$1.8M$41.7MFlat
- ZscalerZS250,225 shares · 0.3% of their software · price +$3.7M$41.1MFlat
- PalantirPLTR4,913,702 shares · 0.3% of their software · price −$4.6M$39.9MFlat
- MongoDBMDB199,537 shares · 0.3% of their software · price −$12.2M$39.6M+$1.0M
- Gen DigitalGEN1,947,769 shares · 0.3% of their software · price −$3.5M$39.2M+$522K
- monday.comMNDY320,432 shares · 0.3% of their software · price +$3.3M$36.3MFlat
- Check PointCHKP317,454 shares · 0.3% of their software · price −$3.1M$35.6M−$758K
- HubSpotHUBS128,093 shares · 0.3% of their software · price −$3.9M$34.6MFlat
- ZoomInfoZI801,716 shares · 0.2% of their software$33.4M—
- GoDaddyGDDY461,698 shares · 0.2% of their software · price +$609K$32.7M−$740K
- DocuSignDOCU604,340 shares · 0.2% of their software · price −$2.4M$32.3MFlat
- SS&CSSNC660,135 shares · 0.2% of their software · price −$6.8M$31.5MFlat
- Fair IsaacFICO73,918 shares · 0.2% of their software · price +$821K$30.5M−$590K
- F5, Inc.FFIV196,260 shares · 0.2% of their software · price −$1.6M$28.4MFlat
- OktaOKTA494,519 shares · 0.2% of their software · price −$16.6M$28.1M+$820K
- Materialise NVMTLS2,487,540 shares · 0.2% of their software · price −$7.2M$26.6MFlat
- OpenTextOTEX714,638 shares · 0.1% of their software · price −$8.1M$18.9MFlat
- DynatraceDT509,859 shares · 0.1% of their software · price −$2.4M$17.7MFlat
- DropboxDBX808,606 shares · 0.1% of their software$16.8M−$548K
- Bentley SystemsBSY483,928 shares · 0.1% of their software · price −$1.3M$14.8MFlat
- GuidewireGWRE207,184 shares · 0.1% of their software · price −$1.9M$12.8MFlat
- WixWIX152,129 shares · 0.1% of their software · price +$1.9M$11.9MFlat
- Lyft, Inc.LYFT788,063 shares · 0.1% of their software$10.4M−$779K
- RingCentralRNG229,932 shares · 0.1% of their software · price −$2.8M$9.2MFlat
- Grab Holdings LimitedGRAB3,208,308 shares · 0.1% of their software$8.4M+$980K
- AppLovinAPP360,751 shares · 0.1% of their software · price −$5.4M$7.0MFlat
- BlackBerry LimitedBB1,439,340 shares · 0.0% of their software · price −$993K$6.8MFlat
- LightspeedLSPD330,246 shares · 0.0% of their software · price −$1.6M$5.8MFlat
- Amdocs LimitedDOX30,688 shares · 0.0% of their software$2.4MFlat
- Manhattan AssociatesMANH12,938 shares · 0.0% of their software$1.7MFlat
- PagSeguro Digital Ltd.PAGS116,057 shares · 0.0% of their software$1.5MFlat
- NICENICE4,808 shares · 0.0% of their software$905KFlat
- PhreesiaPHR29,381 shares · 0.0% of their software$749KFlat
- WEX Inc.WEX5,871 shares · 0.0% of their software$745KFlat
- Immersion CorporationIMMR93,435 shares · 0.0% of their software$513KFlat
- CertaraCERT38,098 shares · 0.0% of their software$506KFlat
- Remitly Global, Inc.RELY45,373 shares · 0.0% of their software$505KFlat
- DoximityDOCS14,522 shares · 0.0% of their software$439KNew · +$506K
- FastlyFSLY41,657 shares · 0.0% of their software$382KFlat
- N-ableNABL37,209 shares · 0.0% of their software$343KFlat