Generalist · Chiyoda-ku, Tokyo, Japan
Sumitomo Mitsui Trust Group
Q1 2024 · compared with Q4 2023
Filed as Sumitomo Mitsui Trust Group, INC.
- Software
- $20.0B
- Weight of 13F
- 13.7%
- Names
- 85
- Net bought
- −$421M
Filed 19 April 2024 · SEC filing.
1,118 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
- MicrosoftMSFT19,337,714 shares · 40.7% of their software · price +$864M$8.1BFlat
- Block, Inc.XYZ9,756,991 shares · 4.1% of their software · price +$70.5M$825M−$48.0M
- SalesforceCRM2,734,170 shares · 4.1% of their software · price +$104M$823M−$18.3M
- AdobeADBE1,364,060 shares · 3.4% of their software · price −$125M$688MFlat
- ShopifySHOP7,510,342 shares · 2.9% of their software · price −$5.5M$581M−$66.9M
- IntuitINTU859,888 shares · 2.8% of their software · price +$21.5M$559M−$27.4M
- OracleORCL3,934,131 shares · 2.5% of their software · price +$79.4M$494MFlat
- UiPathPATH19,312,015 shares · 2.2% of their software · price −$41.9M$438M−$78.1M
- ServiceNowNOW547,070 shares · 2.1% of their software · price +$30.6M$417MFlat
- SynopsysSNPS726,059 shares · 2.1% of their software · price +$41.1M$415M−$21.7M
- Uber Technologies, Inc.UBER4,915,111 shares · 1.9% of their software · price +$75.8M$378MFlat
- TrimbleTRMB5,315,941 shares · 1.7% of their software · price +$59.3M$342M+$6.7M
- PalantirPLTR14,571,224 shares · 1.7% of their software · price +$85.1M$335M+$34.0M
- ZoomZM4,900,288 shares · 1.6% of their software · price −$32.0M$320M−$123M
- UnityU11,909,509 shares · 1.6% of their software · price −$169M$318M+$114M
- Automatic Data Processing, Inc.ADP1,064,136 shares · 1.3% of their software · price +$17.8M$266MFlat
- CrowdStrikeCRWD800,674 shares · 1.3% of their software · price +$52.3M$257M−$4.1M
- Fiserv, Inc.FISV1,444,253 shares · 1.2% of their software · price +$39.0M$231M−$3.8M
- CadenceCDNS739,310 shares · 1.2% of their software · price +$28.8M$230MFlat
- AutodeskADSK875,345 shares · 1.1% of their software · price +$14.8M$228MFlat
- Palo Alto NetworksPANW777,521 shares · 1.1% of their software · price −$8.4M$221M+$6.5M
- ToastTOST6,880,795 shares · 0.9% of their software · price +$45.8M$171M+$5.1M
- Roper Technologies, Inc.ROP303,032 shares · 0.9% of their software · price +$4.7M$170MFlat
- TwilioTWLO2,778,028 shares · 0.8% of their software · price −$40.9M$170M−$248M
- The Trade DeskTTD1,898,159 shares · 0.8% of their software · price +$29.3M$166M+$4.3M
- CloudflareNET1,641,979 shares · 0.8% of their software · price +$22.3M$159M−$3.1M
- WorkdayWDAY548,654 shares · 0.7% of their software · price −$1.8M$150MFlat
- PTCPTC765,069 shares · 0.7% of their software · price +$10.7M$145M−$4.1M
- FortinetFTNT1,662,899 shares · 0.6% of their software · price +$16.3M$114MFlat
- SnowflakeSNOW684,090 shares · 0.6% of their software · price −$25.6M$111MFlat
- Paychex, Inc.PAYX875,941 shares · 0.5% of their software · price +$3.2M$108MFlat
- DatadogDDOG820,971 shares · 0.5% of their software · price +$1.8M$101M+$22.4M
- CoStarCSGP1,035,675 shares · 0.5% of their software · price +$9.5M$100M+$1.5M
- PagerDutyPD4,193,758 shares · 0.5% of their software · price −$2.0M$95.1M−$4.0M
- VeevaVEEV402,575 shares · 0.5% of their software · price +$15.8M$93.3M+$1.0M
- Global-EGLBE2,382,578 shares · 0.4% of their software · price −$7.8M$86.6MFlat
- VeriskVRSK362,915 shares · 0.4% of their software · price −$1.1M$85.5M+$991K
- HubSpotHUBS126,557 shares · 0.4% of their software · price +$5.8M$79.3MFlat
- AtlassianTEAM403,938 shares · 0.4% of their software · price −$17.3M$78.8MFlat
- Fair IsaacFICO60,468 shares · 0.4% of their software · price +$5.2M$75.6MFlat
- StoneCo Ltd.STNE4,350,037 shares · 0.4% of their software · price −$6.2M$72.3M−$61.9M
- MongoDBMDB182,727 shares · 0.3% of their software · price −$9.2M$65.5M+$1.6M
- Joint Stock Company Kaspi.kzKSPI497,912 shares · 0.3% of their software$64.1MNew · +$64.1M
- SchrödingerSDGR2,192,972 shares · 0.3% of their software · price −$19.3M$59.2M−$3.9M
- NetApp, Inc.NTAP561,631 shares · 0.3% of their software · price +$9.4M$59.0MFlat
- BroadridgeBR281,153 shares · 0.3% of their software$57.6M−$704K
- Corpay, Inc.CPAY170,479 shares · 0.3% of their software · price +$4.4M$52.6MNew · +$48.2M
- VeriSign, Inc.VRSN262,987 shares · 0.2% of their software · price −$4.3M$49.8M−$1.9M
- AkamaiAKAM425,232 shares · 0.2% of their software · price −$4.1M$46.2M−$2.0M
- ZscalerZS230,945 shares · 0.2% of their software · price −$6.7M$44.5M−$741K
- Tyler TechnologiesTYL100,646 shares · 0.2% of their software · price +$693K$42.8MFlat
- FactSetFDS92,996 shares · 0.2% of their software · price −$2.1M$42.3MFlat
- GoDaddyGDDY356,011 shares · 0.2% of their software · price +$4.5M$42.3M−$3.2M
- BILLBILL590,948 shares · 0.2% of their software · price −$7.6M$40.6M−$2.2M
- OktaOKTA365,161 shares · 0.2% of their software · price +$5.1M$38.2MFlat
- Check PointCHKP225,429 shares · 0.2% of their software · price +$2.5M$37.0M−$2.3M
- Gen DigitalGEN1,605,002 shares · 0.2% of their software · price −$674K$36.0M−$1.9M
- Manhattan AssociatesMANH138,101 shares · 0.2% of their software · price +$4.8M$34.6M−$699K
- SS&CSSNC516,024 shares · 0.2% of their software · price +$1.7M$33.2MFlat
- F5, Inc.FFIV163,129 shares · 0.2% of their software · price +$1.7M$30.9MFlat
- DocuSignDOCU473,219 shares · 0.1% of their software$28.2MFlat
- AppLovinAPP391,213 shares · 0.1% of their software · price +$11.5M$27.1MNew · +$15.6M
- DynatraceDT575,760 shares · 0.1% of their software · price −$4.8M$26.7M+$2.4M
- PaycomPAYC129,367 shares · 0.1% of their software · price −$997K$25.7MFlat
- Bentley SystemsBSY449,954 shares · 0.1% of their software$23.5MFlat
- OpenTextOTEX556,785 shares · 0.1% of their software · price −$1.8M$21.6MFlat
- Grab Holdings LimitedGRAB5,592,948 shares · 0.1% of their software · price −$1.3M$17.6M+$5.2M
- PaylocityPCTY92,346 shares · 0.1% of their software · price +$647K$15.9MFlat
- WixWIX112,500 shares · 0.1% of their software · price +$1.6M$15.5MFlat
- DescartesDSGX166,646 shares · 0.1% of their software · price +$1.2M$15.3MFlat
- DropboxDBX573,434 shares · 0.1% of their software · price −$3.0M$13.9MFlat
- SamsaraIOT359,618 shares · 0.1% of their software · price +$1.6M$13.6MNew · +$12.0M
- monday.comMNDY56,500 shares · 0.1% of their software · price +$2.2M$12.8M+$1.6M
- Materialise NVMTLS1,835,106 shares · 0.0% of their software · price −$2.4M$9.7M−$865K
- PagSeguro Digital Ltd.PAGS297,691 shares · 0.0% of their software · price +$539K$4.3MFlat
- Amdocs LimitedDOX37,790 shares · 0.0% of their software$3.4MFlat
- ElasticESTC17,617 shares · 0.0% of their software$1.8M+$1.7M
- NICENICE4,808 shares · 0.0% of their software$1.3MFlat
- WEX Inc.WEX4,100 shares · 0.0% of their software$974KFlat
- PhreesiaPHR39,386 shares · 0.0% of their software$943KFlat
- N-ableNABL37,209 shares · 0.0% of their software$486KFlat
- DoximityDOCS15,450 shares · 0.0% of their software$416KNew · Flat
- DoubleVerifyDV8,797 shares · 0.0% of their software$309KNew · Flat
- Remitly Global, Inc.RELY14,209 shares · 0.0% of their software$295KFlat
- DigitalOceanDOCN7,619 shares · 0.0% of their software$291KNew · Flat