Generalist · Chiyoda-ku, Tokyo, Japan
Sumitomo Mitsui Trust Group
Q4 2023 · compared with Q3 2023
Filed as Sumitomo Mitsui Trust Group, INC.
- Software
- $19.2B
- Weight of 13F
- 14.2%
- Names
- 81
- Net bought
- −$24.9M
Filed 30 January 2024 · SEC filing.
1,122 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
- MicrosoftMSFT19,423,121 shares · 38.1% of their software · price +$1.2B$7.3B−$64.5M
- AdobeADBE1,366,578 shares · 4.3% of their software · price +$118M$815M−$11.2M
- Block, Inc.XYZ10,377,973 shares · 4.2% of their software · price +$343M$803MFlat
- SalesforceCRM2,803,754 shares · 3.9% of their software · price +$169M$738M−$13.2M
- ShopifySHOP8,369,221 shares · 3.4% of their software · price +$195M$653M−$27.0M
- IntuitINTU903,655 shares · 2.9% of their software · price +$103M$565M−$6.2M
- UiPathPATH22,454,431 shares · 2.9% of their software · price +$174M$558M−$53.9M
- ZoomZM6,612,008 shares · 2.5% of their software · price +$13.0M$475M+$15.2M
- TwilioTWLO6,046,445 shares · 2.4% of their software · price +$105M$459M−$5.2M
- OracleORCL3,924,344 shares · 2.2% of their software · price −$1.9M$414M−$10.9M
- SynopsysSNPS768,166 shares · 2.1% of their software · price +$43.0M$396M−$53.7M
- ServiceNowNOW547,576 shares · 2.0% of their software · price +$80.8M$387M−$3.2M
- UnityU9,131,625 shares · 1.9% of their software · price +$86.8M$373M+$36.7M
- Uber Technologies, Inc.UBER4,916,622 shares · 1.6% of their software · price +$76.6M$303M+$7.1M
- TrimbleTRMB5,189,469 shares · 1.4% of their software · price −$3.4M$276M+$32.5M
- Automatic Data Processing, Inc.ADP1,057,710 shares · 1.3% of their software · price −$8.0M$246M−$6.2M
- Palo Alto NetworksPANW755,367 shares · 1.2% of their software · price +$45.7M$223MFlat
- PalantirPLTR12,590,729 shares · 1.1% of their software · price +$14.7M$216M+$15.3M
- AutodeskADSK882,025 shares · 1.1% of their software · price +$32.3M$215M−$2.1M
- CrowdStrikeCRWD816,917 shares · 1.1% of their software · price +$71.8M$209M−$2.9M
- CadenceCDNS739,568 shares · 1.1% of their software · price +$28.2M$201MFlat
- Fiserv, Inc.FISV1,472,591 shares · 1.0% of their software · price +$29.3M$196M−$3.3M
- Roper Technologies, Inc.ROP305,613 shares · 0.9% of their software · price +$18.6M$167M+$5.7M
- WorkdayWDAY551,137 shares · 0.8% of their software · price +$33.7M$152MFlat
- StoneCo Ltd.STNE7,781,734 shares · 0.7% of their software · price +$57.3M$140M−$5.4M
- CloudflareNET1,678,930 shares · 0.7% of their software · price +$33.9M$140M−$3.6M
- PTCPTC788,746 shares · 0.7% of their software · price +$26.2M$138M+$3.4M
- SnowflakeSNOW684,632 shares · 0.7% of their software · price +$31.7M$136M+$5.7M
- The Trade DeskTTD1,838,998 shares · 0.7% of their software · price −$11.4M$132M+$34.3M
- ToastTOST6,600,377 shares · 0.6% of their software · price −$3.1M$121M+$50.7M
- Paychex, Inc.PAYX879,529 shares · 0.5% of their software · price +$3.3M$105MFlat
- PagerDutyPD4,365,408 shares · 0.5% of their software · price +$2.9M$101M−$2.6M
- FortinetFTNT1,662,348 shares · 0.5% of their software$97.3MFlat
- AtlassianTEAM405,127 shares · 0.5% of their software · price +$14.7M$96.4M+$1.2M
- Global-EGLBE2,403,473 shares · 0.5% of their software$95.2M+$8.6M
- CoStarCSGP1,018,017 shares · 0.5% of their software · price +$10.7M$89.0MFlat
- VeriskVRSK358,768 shares · 0.4% of their software · price +$940K$85.7MFlat
- SchrödingerSDGR2,300,750 shares · 0.4% of their software · price +$17.3M$82.4M+$24.5M
- DatadogDDOG636,740 shares · 0.4% of their software · price +$19.3M$77.3MFlat
- VeevaVEEV397,223 shares · 0.4% of their software · price −$4.3M$76.5M+$2.1M
- MongoDBMDB178,693 shares · 0.4% of their software · price +$11.3M$73.1M+$1.6M
- HubSpotHUBS125,843 shares · 0.4% of their software · price +$11.1M$73.1MFlat
- Fair IsaacFICO60,049 shares · 0.4% of their software · price +$17.7M$69.9MFlat
- BroadridgeBR284,577 shares · 0.3% of their software · price +$7.6M$58.6MFlat
- VeriSign, Inc.VRSN272,103 shares · 0.3% of their software · price +$933K$56.0M+$5.2M
- AkamaiAKAM441,848 shares · 0.3% of their software · price +$5.2M$52.3MFlat
- ZscalerZS234,290 shares · 0.3% of their software · price +$15.5M$51.9M+$1.6M
- BILLBILL617,534 shares · 0.3% of their software · price −$16.7M$50.4M−$4.0M
- NetApp, Inc.NTAP560,305 shares · 0.3% of their software · price +$6.9M$49.4MFlat
- FactSetFDS92,925 shares · 0.2% of their software · price +$3.7M$44.3MFlat
- Tyler TechnologiesTYL100,646 shares · 0.2% of their software · price +$3.2M$42.1M−$1.1M
- GoDaddyGDDY385,784 shares · 0.2% of their software · price +$12.2M$41.0M−$772K
- Gen DigitalGEN1,688,261 shares · 0.2% of their software · price +$8.7M$38.5M−$564K
- Check PointCHKP240,710 shares · 0.2% of their software · price +$4.7M$36.8M+$2.2M
- OktaOKTA365,027 shares · 0.2% of their software · price +$3.3M$33.0M−$1.1M
- SS&CSSNC519,957 shares · 0.2% of their software · price +$4.5M$31.8M−$560K
- Manhattan AssociatesMANH141,346 shares · 0.2% of their software · price +$2.5M$30.4M+$2.5M
- F5, Inc.FFIV164,967 shares · 0.2% of their software · price +$2.9M$29.5M+$2.2M
- DynatraceDT532,149 shares · 0.2% of their software · price +$4.2M$29.1MFlat
- DocuSignDOCU470,181 shares · 0.1% of their software · price +$8.2M$28.0MFlat
- PaycomPAYC129,688 shares · 0.1% of their software · price −$6.8M$26.8MFlat
- OpenTextOTEX557,623 shares · 0.1% of their software · price +$3.9M$23.5MFlat
- Bentley SystemsBSY445,946 shares · 0.1% of their software · price +$901K$23.3MFlat
- DropboxDBX585,301 shares · 0.1% of their software · price +$1.3M$17.3MFlat
- PaylocityPCTY92,602 shares · 0.1% of their software · price −$1.6M$15.3M−$1.7M
- DescartesDSGX166,347 shares · 0.1% of their software · price +$1.8M$14.0MFlat
- WixWIX111,704 shares · 0.1% of their software · price +$3.5M$13.7MFlat
- Grab Holdings LimitedGRAB4,037,203 shares · 0.1% of their software · price −$686K$13.6MFlat
- Materialise NVMTLS1,966,775 shares · 0.1% of their software · price +$2.1M$12.9MFlat
- monday.comMNDY47,864 shares · 0.0% of their software · price +$1.4M$9.0M+$1.3M
- PagSeguro Digital Ltd.PAGS312,477 shares · 0.0% of their software · price +$1.2M$3.9MFlat
- Amdocs LimitedDOX37,790 shares · 0.0% of their software$3.3MFlat
- ZoomInfoZI98,590 shares · 0.0% of their software$1.8M—
- BoxBOX57,403 shares · 0.0% of their software$1.5MFlat
- NICENICE4,808 shares · 0.0% of their software$959KFlat
- PhreesiaPHR39,386 shares · 0.0% of their software$912KFlat
- WEX Inc.WEX4,111 shares · 0.0% of their software$800KFlat
- N-ableNABL37,209 shares · 0.0% of their software$493KFlat
- Remitly Global, Inc.RELY14,209 shares · 0.0% of their software$276KFlat
- ElasticESTC2,103 shares · 0.0% of their software$237KNew · Flat
- TeradataTDC4,898 shares · 0.0% of their software$213KNew · Flat