Generalist · Chiyoda-ku, Tokyo, Japan
Sumitomo Mitsui Trust Group
Q1 2023 · compared with Q4 2022
Filed as Sumitomo Mitsui Trust Group, INC.
- Software
- $16.5B
- Weight of 13F
- 12.3%
- Names
- 82
- Net bought
- −$33.8M
Filed 27 April 2023 · SEC filing.
1,146 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
- MicrosoftMSFT22,338,356 shares · 39.1% of their software · price +$1.1B$6.4BFlat
- Block, Inc.XYZ9,733,484 shares · 4.1% of their software · price +$56.6M$668M+$78.1M
- SalesforceCRM3,339,481 shares · 4.0% of their software · price +$224M$667M+$5.0M
- ShopifySHOP13,018,056 shares · 3.8% of their software · price +$172M$624MFlat
- AdobeADBE1,501,259 shares · 3.5% of their software · price +$73.3M$579M−$62.1M
- ZoomZM6,351,440 shares · 2.8% of their software · price +$38.7M$469M−$4.9M
- UiPathPATH26,490,825 shares · 2.8% of their software · price +$128M$465M−$10.2M
- OracleORCL4,839,570 shares · 2.7% of their software · price +$54.1M$450M+$15.9M
- IntuitINTU989,703 shares · 2.7% of their software · price +$56.0M$441M+$30.9M
- TwilioTWLO5,091,244 shares · 2.1% of their software · price +$90.0M$339M−$41.5M
- ServiceNowNOW639,244 shares · 1.8% of their software · price +$48.9M$297M+$2.5M
- Automatic Data Processing, Inc.ADP1,295,066 shares · 1.7% of their software · price −$21.0M$288M−$88.0M
- SynopsysSNPS736,182 shares · 1.7% of their software · price +$49.3M$284M−$2.9M
- UnityU8,044,123 shares · 1.6% of their software · price +$31.0M$261M+$28.2M
- TrimbleTRMB4,928,926 shares · 1.6% of their software · price +$9.2M$258MFlat
- Fiserv, Inc.FISV1,863,957 shares · 1.3% of their software · price +$22.3M$211M+$6.3M
- AutodeskADSK1,007,691 shares · 1.3% of their software · price +$21.5M$210M−$2.3M
- Palo Alto NetworksPANW915,123 shares · 1.1% of their software · price +$55.1M$183M+$3.7M
- CadenceCDNS862,212 shares · 1.1% of their software · price +$42.6M$181M−$6.6M
- PagerDutyPD4,637,837 shares · 1.0% of their software · price +$39.1M$162M−$19.2M
- Roper Technologies, Inc.ROP325,778 shares · 0.9% of their software · price +$2.8M$144MFlat
- Uber Technologies, Inc.UBER4,468,102 shares · 0.9% of their software · price +$31.1M$142MFlat
- Paychex, Inc.PAYX1,174,612 shares · 0.8% of their software · price −$1.1M$135M−$9.1M
- WorkdayWDAY614,134 shares · 0.8% of their software · price +$24.1M$127MFlat
- FortinetFTNT1,893,037 shares · 0.8% of their software · price +$33.3M$126M−$1.7M
- CrowdStrikeCRWD817,721 shares · 0.7% of their software · price +$26.1M$112M+$3.4M
- PTCPTC829,553 shares · 0.6% of their software · price +$6.8M$106M−$1.6M
- SnowflakeSNOW657,948 shares · 0.6% of their software · price +$7.1M$102MFlat
- CloudflareNET1,620,986 shares · 0.6% of their software · price +$26.7M$99.9M+$3.9M
- The Trade DeskTTD1,507,585 shares · 0.6% of their software · price +$24.2M$91.8M+$6.0M
- StoneCo Ltd.STNE9,373,678 shares · 0.5% of their software · price +$937K$89.4M−$1.1M
- VeriskVRSK452,385 shares · 0.5% of their software · price +$7.0M$86.8M−$10.3M
- VeevaVEEV458,776 shares · 0.5% of their software · price +$10.3M$84.3M+$2.2M
- CoStarCSGP1,173,889 shares · 0.5% of their software · price −$9.9M$80.8M−$4.7M
- AtlassianTEAM422,411 shares · 0.4% of their software · price +$17.9M$72.3M+$48.0M
- Global-EGLBE2,171,094 shares · 0.4% of their software · price +$25.2M$70.0M−$656K
- BoxBOX2,453,759 shares · 0.4% of their software · price −$10.6M$65.7M+$7.1M
- SchrödingerSDGR2,466,622 shares · 0.4% of their software · price +$18.8M$64.9M−$706K
- DatadogDDOG881,788 shares · 0.4% of their software · price −$741K$64.1M+$12.0M
- VeriSign, Inc.VRSN295,618 shares · 0.4% of their software · price +$1.7M$62.5M−$1.7M
- HubSpotHUBS141,034 shares · 0.4% of their software · price +$19.7M$60.5M+$3.7M
- BILLBILL737,125 shares · 0.4% of their software · price −$20.5M$59.8M+$34.1M
- BroadridgeBR390,737 shares · 0.3% of their software · price +$4.9M$57.3M−$19.5M
- ToastTOST3,005,737 shares · 0.3% of their software · price −$842K$53.4M−$28.1M
- Fair IsaacFICO69,419 shares · 0.3% of their software · price +$7.2M$48.8M−$910K
- FactSetFDS116,563 shares · 0.3% of their software · price +$1.6M$48.4MFlat
- MongoDBMDB199,204 shares · 0.3% of their software · price +$7.2M$46.4MFlat
- Check PointCHKP356,846 shares · 0.3% of their software · price +$1.4M$46.4M+$8.7M
- NetApp, Inc.NTAP717,147 shares · 0.3% of their software · price +$2.7M$45.8MFlat
- PaycomPAYC148,601 shares · 0.3% of their software · price −$936K$45.2MFlat
- OktaOKTA507,497 shares · 0.3% of their software · price +$9.1M$43.8M+$1.8M
- AkamaiAKAM553,769 shares · 0.3% of their software · price −$3.3M$43.4M−$1.2M
- Tyler TechnologiesTYL117,366 shares · 0.3% of their software · price +$3.8M$41.6MFlat
- PalantirPLTR4,659,360 shares · 0.2% of their software · price +$9.5M$39.4MFlat
- SS&CSSNC628,583 shares · 0.2% of their software · price +$2.8M$35.5MFlat
- DocuSignDOCU594,642 shares · 0.2% of their software · price +$1.7M$34.7MFlat
- GoDaddyGDDY440,113 shares · 0.2% of their software · price +$1.3M$34.2M−$855K
- Gen DigitalGEN1,938,617 shares · 0.2% of their software · price −$8.3M$33.3M−$3.1M
- ZscalerZS273,316 shares · 0.2% of their software · price +$1.3M$31.9M+$2.4M
- F5, Inc.FFIV186,999 shares · 0.2% of their software$27.2MFlat
- OpenTextOTEX696,993 shares · 0.2% of their software · price +$6.2M$26.9MFlat
- DynatraceDT532,010 shares · 0.1% of their software · price +$2.1M$22.5M+$872K
- PaylocityPCTY109,275 shares · 0.1% of their software$21.7M+$638K
- Bentley SystemsBSY483,083 shares · 0.1% of their software · price +$2.9M$20.8MFlat
- ZoomInfoZI803,099 shares · 0.1% of their software$19.8MFlat
- Materialise NVMTLS2,059,409 shares · 0.1% of their software · price −$1.0M$17.1M−$2.5M
- DescartesDSGX209,478 shares · 0.1% of their software · price +$2.3M$16.9MFlat
- DropboxDBX739,341 shares · 0.1% of their software · price −$562K$16.0M−$725K
- WixWIX149,241 shares · 0.1% of their software · price +$3.4M$14.9MFlat
- Grab Holdings LimitedGRAB3,156,881 shares · 0.1% of their software · price −$663K$9.5MFlat
- PagSeguro Digital Ltd.PAGS372,348 shares · 0.0% of their software$3.2MFlat
- Amdocs LimitedDOX30,846 shares · 0.0% of their software$3.0MFlat
- Manhattan AssociatesMANH12,149 shares · 0.0% of their software$1.9MFlat
- NICENICE4,808 shares · 0.0% of their software$1.1MFlat
- WEX Inc.WEX5,923 shares · 0.0% of their software$1.1MFlat
- Immersion CorporationIMMR93,225 shares · 0.0% of their software$833KFlat
- Remitly Global, Inc.RELY45,373 shares · 0.0% of their software$769KFlat
- PhreesiaPHR23,769 shares · 0.0% of their software$768KFlat
- DoximityDOCS15,745 shares · 0.0% of their software$510KFlat
- N-ableNABL37,209 shares · 0.0% of their software$491KFlat
- CertaraCERT17,203 shares · 0.0% of their software$415KFlat
- Lyft, Inc.LYFT24,338 shares · 0.0% of their software$226KFlat