Generalist · Chiyoda-ku, Tokyo, Japan
Sumitomo Mitsui Trust Group
Q4 2022 · compared with Q3 2022
Filed as Sumitomo Mitsui Trust Group, INC.
- Software
- $13.9B
- Weight of 13F
- 11.0%
- Names
- 84
- Net bought
- −$148M
Filed 30 January 2023 · SEC filing.
1,180 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
- MicrosoftMSFT22,229,701 shares · 38.2% of their software · price +$154M$5.3B−$83.7M
- AdobeADBE1,685,719 shares · 4.1% of their software · price +$103M$567M−$18.0M
- Block, Inc.XYZ8,490,470 shares · 3.8% of their software · price +$66.7M$534M+$7.3M
- ShopifySHOP12,932,656 shares · 3.2% of their software · price +$100M$449M−$30.5M
- SalesforceCRM3,301,645 shares · 3.1% of their software · price −$37.1M$438MFlat
- ZoomZM6,423,637 shares · 3.1% of their software · price −$37.6M$435M+$6.1M
- Automatic Data Processing, Inc.ADP1,663,430 shares · 2.8% of their software · price +$21.1M$397M−$50.8M
- OracleORCL4,644,882 shares · 2.7% of their software · price +$96.0M$380M−$4.1M
- IntuitINTU910,205 shares · 2.5% of their software · price +$1.7M$354MFlat
- UiPathPATH27,293,681 shares · 2.5% of their software · price +$2.7M$347M−$24.0M
- TwilioTWLO5,938,393 shares · 2.1% of their software · price −$120M$291M+$48.9M
- TrimbleTRMB4,922,467 shares · 1.8% of their software · price −$18.3M$249M+$23.2M
- ServiceNowNOW632,695 shares · 1.8% of their software · price +$6.7M$246M+$14.3M
- SynopsysSNPS745,149 shares · 1.7% of their software · price +$10.3M$238MFlat
- UnityU7,056,650 shares · 1.4% of their software · price −$23.1M$202MFlat
- AutodeskADSK1,019,961 shares · 1.4% of their software$191MFlat
- Fiserv, Inc.FISV1,801,969 shares · 1.3% of their software · price +$13.5M$182M−$3.7M
- CadenceCDNS903,036 shares · 1.0% of their software · price −$2.5M$145M−$4.7M
- Paychex, Inc.PAYX1,253,327 shares · 1.0% of their software · price +$4.2M$145M+$4.2M
- PagerDutyPD5,361,415 shares · 1.0% of their software · price +$18.7M$142M−$6.3M
- Roper Technologies, Inc.ROP327,566 shares · 1.0% of their software · price +$23.7M$142MFlat
- Palo Alto NetworksPANW888,927 shares · 0.9% of their software · price −$21.6M$124M−$8.3M
- Uber Technologies, Inc.UBER4,462,465 shares · 0.8% of their software · price −$7.9M$110MFlat
- WorkdayWDAY618,873 shares · 0.7% of their software · price +$9.4M$104MFlat
- PTCPTC843,148 shares · 0.7% of their software · price +$13.0M$101M−$4.2M
- CoStarCSGP1,234,285 shares · 0.7% of their software · price +$9.4M$95.4M+$6.4M
- FortinetFTNT1,927,980 shares · 0.7% of their software$94.3M−$4.8M
- SnowflakeSNOW656,580 shares · 0.7% of their software · price −$17.3M$94.2MFlat
- VeriskVRSK510,581 shares · 0.6% of their software · price +$3.0M$90.1M−$5.7M
- StoneCo Ltd.STNE9,494,696 shares · 0.6% of their software · price −$855K$89.6M−$973K
- CrowdStrikeCRWD785,275 shares · 0.6% of their software · price −$46.7M$82.7M+$8.4M
- ToastTOST4,564,905 shares · 0.6% of their software · price +$6.0M$82.3M+$9.1M
- BroadridgeBR536,240 shares · 0.5% of their software · price −$5.5M$71.9M−$10.0M
- VeevaVEEV445,365 shares · 0.5% of their software · price −$1.6M$71.9MFlat
- CloudflareNET1,534,052 shares · 0.5% of their software · price −$15.5M$69.4M+$2.8M
- BoxBOX2,224,712 shares · 0.5% of their software · price +$15.0M$69.3M+$3.5M
- VeriSign, Inc.VRSN303,738 shares · 0.4% of their software · price +$9.6M$62.4M−$6.2M
- The Trade DeskTTD1,372,831 shares · 0.4% of their software · price −$20.5M$61.5M+$7.9M
- DatadogDDOG718,455 shares · 0.4% of their software · price −$11.0M$52.8MFlat
- AkamaiAKAM567,722 shares · 0.3% of their software · price +$2.3M$47.9M−$2.7M
- SchrödingerSDGR2,504,407 shares · 0.3% of their software · price −$15.8M$46.8M+$2.4M
- PaycomPAYC150,004 shares · 0.3% of their software · price −$3.0M$46.5MFlat
- FactSetFDS115,937 shares · 0.3% of their software$46.5M−$2.4M
- BILLBILL424,299 shares · 0.3% of their software · price −$9.9M$46.2M−$637K
- Global-EGLBE2,202,883 shares · 0.3% of their software · price −$13.5M$45.5M−$964K
- Gen DigitalGEN2,082,761 shares · 0.3% of their software · price +$2.7M$44.6M+$2.7M
- NetApp, Inc.NTAP721,085 shares · 0.3% of their software · price −$1.3M$43.3M−$1.4M
- Fair IsaacFICO70,940 shares · 0.3% of their software · price +$13.2M$42.5M−$1.2M
- MongoDBMDB201,362 shares · 0.3% of their software$39.6MFlat
- monday.comMNDY317,288 shares · 0.3% of their software · price +$2.7M$38.7MFlat
- Tyler TechnologiesTYL118,351 shares · 0.3% of their software · price −$3.0M$38.2M−$595K
- HubSpotHUBS128,111 shares · 0.3% of their software · price +$2.4M$37.0MFlat
- Check PointCHKP287,519 shares · 0.3% of their software · price +$4.1M$36.3M−$3.4M
- GoDaddyGDDY451,542 shares · 0.2% of their software · price +$1.8M$33.8M−$720K
- DocuSignDOCU600,658 shares · 0.2% of their software · price +$1.2M$33.3MFlat
- SS&CSSNC637,185 shares · 0.2% of their software · price +$2.7M$33.2M−$1.1M
- OktaOKTA480,753 shares · 0.2% of their software · price +$5.5M$32.8M−$783K
- PalantirPLTR4,662,651 shares · 0.2% of their software · price −$8.0M$29.9M−$2.0M
- ZscalerZS251,749 shares · 0.2% of their software · price −$13.2M$28.2MFlat
- F5, Inc.FFIV189,282 shares · 0.2% of their software$27.2M−$1.0M
- ZoomInfoZI805,158 shares · 0.2% of their software$24.2MFlat
- Materialise NVMTLS2,346,412 shares · 0.1% of their software · price −$4.5M$20.6M−$1.5M
- PaylocityPCTY105,989 shares · 0.1% of their software · price −$5.0M$20.6MNew · +$25.6M
- OpenTextOTEX690,005 shares · 0.1% of their software · price +$2.2M$20.5M−$651K
- DynatraceDT509,231 shares · 0.1% of their software · price +$1.8M$19.5MFlat
- Bentley SystemsBSY483,731 shares · 0.1% of their software · price +$3.1M$17.9MFlat
- DropboxDBX771,758 shares · 0.1% of their software · price +$1.3M$17.3M−$763K
- DescartesDSGX207,209 shares · 0.1% of their software · price +$1.3M$14.5MNew · +$13.2M
- WixWIX149,546 shares · 0.1% of their software$11.5MFlat
- Grab Holdings LimitedGRAB3,123,660 shares · 0.1% of their software · price +$1.8M$10.1MFlat
- AtlassianTEAM49,767 shares · 0.0% of their software · price −$4.1M$6.4MNew · +$10.5M
- PagSeguro Digital Ltd.PAGS375,555 shares · 0.0% of their software · price −$1.7M$3.3M+$3.4M
- Amdocs LimitedDOX30,688 shares · 0.0% of their software$2.8MFlat
- Manhattan AssociatesMANH12,839 shares · 0.0% of their software$1.6MFlat
- PhreesiaPHR29,381 shares · 0.0% of their software$951KFlat
- WEX Inc.WEX5,693 shares · 0.0% of their software$932KFlat
- NICENICE4,808 shares · 0.0% of their software$925KFlat
- Immersion CorporationIMMR96,103 shares · 0.0% of their software$676KFlat
- AppLovinAPP54,782 shares · 0.0% of their software$577K−$6.0M
- DoximityDOCS15,745 shares · 0.0% of their software$528KFlat
- Remitly Global, Inc.RELY45,373 shares · 0.0% of their software$520KFlat
- CertaraCERT24,006 shares · 0.0% of their software$386KFlat
- N-ableNABL37,209 shares · 0.0% of their software$383KFlat
- Lyft, Inc.LYFT24,338 shares · 0.0% of their software$268K−$10.1M