Generalist · Chiyoda-ku, Tokyo, Japan
Sumitomo Mitsui Trust Group
Q2 2023 · compared with Q1 2023
Filed as Sumitomo Mitsui Trust Group, INC.
- Software
- $17.2B
- Weight of 13F
- 13.4%
- Names
- 81
- Net bought
- −$1.4B
Filed 31 July 2023 · SEC filing.
1,133 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
- MicrosoftMSFT19,793,822 shares · 39.3% of their software · price +$1.0B$6.7B−$734M
- Block, Inc.XYZ10,377,309 shares · 4.0% of their software · price −$21.6M$691M+$44.2M
- AdobeADBE1,302,501 shares · 3.7% of their software · price +$135M$637M−$76.6M
- SalesforceCRM2,960,559 shares · 3.6% of their software · price +$34.0M$625M−$75.7M
- ShopifySHOP9,458,293 shares · 3.6% of their software · price +$158M$611M−$171M
- OracleORCL4,066,585 shares · 2.8% of their software · price +$106M$484M−$71.8M
- ZoomZM6,454,592 shares · 2.6% of their software · price −$38.5M$438M+$7.6M
- UiPathPATH26,235,937 shares · 2.5% of their software · price −$26.0M$435MFlat
- IntuitINTU940,984 shares · 2.5% of their software · price +$11.6M$431M−$21.7M
- TwilioTWLO6,024,527 shares · 2.2% of their software · price −$18.1M$383M+$62.2M
- SynopsysSNPS848,613 shares · 2.2% of their software · price +$41.7M$369M+$43.4M
- UnityU8,191,675 shares · 2.1% of their software · price +$89.9M$356M+$4.8M
- ServiceNowNOW560,870 shares · 1.8% of their software · price +$54.5M$315M−$36.4M
- TrimbleTRMB4,744,662 shares · 1.5% of their software · price +$2.5M$251M−$9.7M
- Automatic Data Processing, Inc.ADP1,094,744 shares · 1.4% of their software · price −$3.1M$241M−$44.6M
- Uber Technologies, Inc.UBER4,919,239 shares · 1.2% of their software · price +$56.4M$212M+$14.3M
- Palo Alto NetworksPANW793,126 shares · 1.2% of their software · price +$44.2M$203M−$24.4M
- Fiserv, Inc.FISV1,540,630 shares · 1.1% of their software · price +$20.2M$194M−$36.5M
- AutodeskADSK912,176 shares · 1.1% of their software · price −$3.2M$187M−$19.9M
- CadenceCDNS754,837 shares · 1.0% of their software · price +$18.4M$177M−$22.6M
- PalantirPLTR10,414,435 shares · 0.9% of their software · price +$71.7M$160M+$48.6M
- Roper Technologies, Inc.ROP296,847 shares · 0.8% of their software · price +$11.9M$143M−$12.7M
- FortinetFTNT1,697,892 shares · 0.7% of their software · price +$15.5M$128M−$13.0M
- CrowdStrikeCRWD848,180 shares · 0.7% of their software · price +$8.2M$125M+$4.2M
- WorkdayWDAY547,179 shares · 0.7% of their software · price +$10.6M$124M−$13.8M
- SchrödingerSDGR2,426,005 shares · 0.7% of their software · price +$57.2M$121M−$1.1M
- SnowflakeSNOW658,706 shares · 0.7% of their software · price +$14.3M$116MFlat
- CloudflareNET1,721,228 shares · 0.7% of their software · price +$6.4M$113M+$6.2M
- PTCPTC779,787 shares · 0.6% of their software · price +$11.0M$111M−$6.4M
- StoneCo Ltd.STNE8,560,111 shares · 0.6% of their software · price +$27.4M$109M−$7.8M
- The Trade DeskTTD1,339,941 shares · 0.6% of their software · price +$21.9M$103M−$10.2M
- PagerDutyPD4,591,579 shares · 0.6% of their software · price −$57.4M$103MFlat
- Paychex, Inc.PAYX889,057 shares · 0.6% of their software · price −$2.4M$99.5M−$32.7M
- CoStarCSGP1,021,315 shares · 0.5% of their software · price +$20.6M$90.9M−$10.5M
- VeriskVRSK367,014 shares · 0.5% of their software · price +$12.5M$83.0M−$16.4M
- BILLBILL679,552 shares · 0.5% of their software · price +$24.3M$79.4M−$4.7M
- ToastTOST3,473,461 shares · 0.5% of their software · price +$16.7M$78.4M+$8.3M
- VeevaVEEV395,174 shares · 0.5% of their software · price +$5.5M$78.1M−$11.7M
- Global-EGLBE1,905,055 shares · 0.5% of their software · price +$16.6M$78.0M−$8.6M
- BoxBOX2,559,390 shares · 0.4% of their software · price +$6.6M$75.2M+$2.8M
- MongoDBMDB177,814 shares · 0.4% of their software · price +$31.6M$73.1M−$5.0M
- HubSpotHUBS127,724 shares · 0.4% of their software · price +$13.2M$68.0M−$5.7M
- DatadogDDOG635,960 shares · 0.4% of their software · price +$16.4M$62.6M−$17.9M
- AtlassianTEAM371,157 shares · 0.4% of their software · price −$1.2M$62.3M−$8.8M
- VeriSign, Inc.VRSN254,193 shares · 0.3% of their software · price +$3.7M$57.4M−$8.8M
- Fair IsaacFICO60,974 shares · 0.3% of their software · price +$6.5M$49.3M−$5.9M
- BroadridgeBR286,724 shares · 0.3% of their software · price +$5.5M$47.5M−$15.2M
- NetApp, Inc.NTAP582,891 shares · 0.3% of their software · price +$7.3M$44.5M−$8.6M
- Tyler TechnologiesTYL102,607 shares · 0.2% of their software · price +$6.3M$42.7M−$5.2M
- PaycomPAYC132,642 shares · 0.2% of their software · price +$2.3M$42.6M−$4.9M
- AkamaiAKAM459,686 shares · 0.2% of their software · price +$5.3M$41.3M−$7.4M
- FactSetFDS102,822 shares · 0.2% of their software · price −$1.5M$41.2M−$5.7M
- SS&CSSNC550,615 shares · 0.2% of their software · price +$2.3M$33.4M−$4.4M
- Gen DigitalGEN1,766,651 shares · 0.2% of their software · price +$2.5M$32.8M−$3.0M
- ZscalerZS222,696 shares · 0.2% of their software · price +$6.6M$32.6M−$5.9M
- GoDaddyGDDY410,720 shares · 0.2% of their software · price −$1.1M$30.9M−$2.3M
- OktaOKTA423,773 shares · 0.2% of their software · price −$7.2M$29.4M−$7.2M
- Check PointCHKP229,806 shares · 0.2% of their software · price −$1.0M$28.9M−$16.5M
- DocuSignDOCU528,812 shares · 0.2% of their software · price −$3.8M$27.0M−$3.8M
- Bentley SystemsBSY481,688 shares · 0.2% of their software · price +$5.4M$26.1MFlat
- OpenTextOTEX581,114 shares · 0.1% of their software · price +$1.7M$24.2M−$4.5M
- DynatraceDT451,241 shares · 0.1% of their software · price +$4.1M$23.2M−$3.4M
- F5, Inc.FFIV153,495 shares · 0.1% of their software$22.5M−$4.9M
- Materialise NVMTLS2,059,409 shares · 0.1% of their software · price +$700K$17.8MFlat
- ZoomInfoZI700,789 shares · 0.1% of their software$17.8M—
- DropboxDBX627,231 shares · 0.1% of their software · price +$3.2M$16.7M−$2.4M
- PaylocityPCTY89,459 shares · 0.1% of their software · price −$1.3M$16.5M−$3.9M
- Grab Holdings LimitedGRAB4,186,995 shares · 0.1% of their software · price +$1.8M$14.4M+$3.1M
- DescartesDSGX171,139 shares · 0.1% of their software$13.7M−$3.1M
- WixWIX128,198 shares · 0.1% of their software · price −$2.8M$10.0M−$2.1M
- monday.comMNDY39,255 shares · 0.0% of their software · price +$1.1M$6.7MNew · +$5.6M
- Amdocs LimitedDOX37,790 shares · 0.0% of their software$3.7M+$667K
- PagSeguro Digital Ltd.PAGS362,629 shares · 0.0% of their software$3.4MFlat
- Manhattan AssociatesMANH12,149 shares · 0.0% of their software · price +$547K$2.4MFlat
- WEX Inc.WEX5,835 shares · 0.0% of their software$1.1MFlat
- NICENICE4,808 shares · 0.0% of their software$993KFlat
- Remitly Global, Inc.RELY45,373 shares · 0.0% of their software$854KFlat
- PhreesiaPHR23,769 shares · 0.0% of their software$737KFlat
- N-ableNABL37,209 shares · 0.0% of their software$536KFlat
- Lyft, Inc.LYFT24,338 shares · 0.0% of their software$233KFlat
- TeradataTDC3,828 shares · 0.0% of their software$204KNew · Flat