Generalist · Chiyoda-ku, Tokyo, Japan
Sumitomo Mitsui Trust Group
Q3 2024 · compared with Q2 2024
Filed as Sumitomo Mitsui Trust Group, INC.
- Software
- $18.5B
- Weight of 13F
- 12.8%
- Names
- 82
- Net bought
- +$415M
Filed 5 November 2024 · SEC filing.
1,052 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
- MicrosoftMSFT18,388,106 shares · 42.7% of their software · price −$306M$7.9B+$112M
- AdobeADBE1,314,234 shares · 3.7% of their software · price −$49.6M$680M−$14.8M
- SalesforceCRM2,464,363 shares · 3.6% of their software · price +$40.9M$675M−$21.5M
- OracleORCL3,709,906 shares · 3.4% of their software · price +$108M$632M+$10.0M
- PalantirPLTR14,982,925 shares · 3.0% of their software · price +$178M$557M+$20.5M
- Block, Inc.XYZ7,882,071 shares · 2.9% of their software · price +$20.8M$529M−$58.5M
- IntuitINTU795,364 shares · 2.7% of their software · price −$28.8M$494MFlat
- ShopifySHOP5,907,192 shares · 2.6% of their software · price +$83.2M$473M−$9.3M
- ServiceNowNOW515,312 shares · 2.5% of their software · price +$55.5M$461M+$5.1M
- Uber Technologies, Inc.UBER5,752,471 shares · 2.3% of their software · price +$14.3M$432M+$37.3M
- SynopsysSNPS707,976 shares · 1.9% of their software · price −$62.8M$359M+$15.3M
- TrimbleTRMB4,776,825 shares · 1.6% of their software · price +$29.5M$297M−$19.0M
- Automatic Data Processing, Inc.ADP999,237 shares · 1.5% of their software · price +$38.0M$277M+$3.2M
- Palo Alto NetworksPANW765,758 shares · 1.4% of their software · price +$2.1M$262M+$4.3M
- CadenceCDNS952,427 shares · 1.4% of their software · price −$35.0M$258M+$95.5M
- AutodeskADSK885,843 shares · 1.3% of their software · price +$24.8M$244M+$9.5M
- CrowdStrikeCRWD846,189 shares · 1.3% of their software · price −$86.9M$237M+$30.0M
- Fiserv, Inc.FISV1,317,778 shares · 1.3% of their software · price +$40.3M$237MFlat
- The Trade DeskTTD1,749,919 shares · 1.0% of their software · price +$21.0M$192MFlat
- UiPathPATH14,169,736 shares · 1.0% of their software · price +$1.7M$181M−$54.3M
- UnityU7,689,385 shares · 0.9% of their software · price +$48.9M$174M−$44.3M
- ToastTOST6,052,705 shares · 0.9% of their software · price +$15.4M$171M−$7.7M
- Roper Technologies, Inc.ROP286,552 shares · 0.9% of their software · price −$2.1M$159M+$3.1M
- PTCPTC783,077 shares · 0.8% of their software · price −$791K$141M+$5.9M
- WorkdayWDAY535,222 shares · 0.7% of their software · price +$11.2M$131M+$1.9M
- CloudflareNET1,599,468 shares · 0.7% of their software · price −$3.1M$129M−$5.1M
- FortinetFTNT1,513,724 shares · 0.6% of their software · price +$26.2M$117MFlat
- Paychex, Inc.PAYX831,967 shares · 0.6% of their software · price +$13.0M$112M+$1.4M
- Fair IsaacFICO56,109 shares · 0.6% of their software · price +$25.5M$109MFlat
- DatadogDDOG886,221 shares · 0.6% of their software · price −$13.0M$102MFlat
- VeriskVRSK331,342 shares · 0.5% of their software · price −$527K$88.8MFlat
- SnowflakeSNOW664,858 shares · 0.4% of their software · price −$13.5M$76.4MFlat
- VeevaVEEV362,290 shares · 0.4% of their software · price +$9.7M$76.0M−$733K
- CoStarCSGP974,084 shares · 0.4% of their software · price +$1.3M$73.5M+$1.8M
- HubSpotHUBS131,129 shares · 0.4% of their software · price −$7.6M$69.7M+$9.3M
- PagerDutyPD3,738,803 shares · 0.4% of their software · price −$16.4M$69.4M−$3.9M
- AppLovinAPP498,534 shares · 0.4% of their software · price +$23.6M$65.1M+$11.2M
- NetApp, Inc.NTAP523,431 shares · 0.3% of their software · price −$2.8M$64.6MFlat
- GoDaddyGDDY373,257 shares · 0.3% of their software · price +$6.4M$58.5M+$2.5M
- AtlassianTEAM366,254 shares · 0.3% of their software · price −$6.6M$58.2M+$1.1M
- Strategy IncMSTR343,164 shares · 0.3% of their software · price −$415M$57.9M+$433M
- BroadridgeBR265,440 shares · 0.3% of their software · price +$4.8M$57.1M+$535K
- Global-EGLBE1,468,090 shares · 0.3% of their software · price +$3.2M$56.4M−$2.8M
- Tyler TechnologiesTYL95,789 shares · 0.3% of their software · price +$7.8M$55.9M+$632K
- MongoDBMDB174,135 shares · 0.3% of their software · price +$3.6M$47.1MFlat
- Corpay, Inc.CPAY149,862 shares · 0.3% of their software · price +$6.9M$46.9MFlat
- VeriSign, Inc.VRSN231,474 shares · 0.2% of their software · price +$2.8M$44.0M−$981K
- ZoomZM606,119 shares · 0.2% of their software · price +$6.4M$42.3M−$185M
- SchrödingerSDGR2,191,054 shares · 0.2% of their software · price −$1.7M$40.6M+$579K
- AkamaiAKAM400,273 shares · 0.2% of their software · price +$4.4M$40.4M+$757K
- SS&CSSNC525,197 shares · 0.2% of their software · price +$6.1M$39.0M+$2.7M
- Gen DigitalGEN1,411,249 shares · 0.2% of their software · price +$3.5M$38.7MFlat
- FactSetFDS84,082 shares · 0.2% of their software · price +$4.3M$38.7MFlat
- Check PointCHKP196,273 shares · 0.2% of their software · price +$5.5M$37.8MFlat
- ZscalerZS218,116 shares · 0.2% of their software · price −$4.6M$37.3M+$832K
- Manhattan AssociatesMANH129,578 shares · 0.2% of their software · price +$4.5M$36.5MFlat
- Joint Stock Company Kaspi.kzKSPI342,041 shares · 0.2% of their software · price −$7.9M$36.3M−$14.5M
- F5, Inc.FFIV147,859 shares · 0.2% of their software · price +$7.1M$32.6MFlat
- DocuSignDOCU475,113 shares · 0.2% of their software · price +$4.1M$29.5M+$2.4M
- DynatraceDT551,370 shares · 0.2% of their software · price +$4.8M$29.5M+$2.2M
- OktaOKTA342,407 shares · 0.1% of their software · price −$6.6M$25.5MFlat
- TwilioTWLO375,762 shares · 0.1% of their software · price +$3.2M$24.5MFlat
- Rubrik, Inc.RBRK646,152 shares · 0.1% of their software · price +$963K$20.8MNew · +$19.8M
- StoneCo Ltd.STNE1,689,839 shares · 0.1% of their software · price −$1.2M$19.0M+$5.5M
- monday.comMNDY66,691 shares · 0.1% of their software · price +$2.5M$18.5M+$502K
- Ibotta, Inc.IBTA300,245 shares · 0.1% of their software · price −$4.1M$18.5M+$17.4M
- SamsaraIOT376,283 shares · 0.1% of their software · price +$5.4M$18.1M+$557K
- Grab Holdings LimitedGRAB4,573,384 shares · 0.1% of their software · price +$1.1M$17.4M−$4.7M
- BILLBILL321,761 shares · 0.1% of their software$17.0M−$2.5M
- WixWIX100,067 shares · 0.1% of their software · price +$811K$16.7MFlat
- PaycomPAYC98,556 shares · 0.1% of their software · price +$2.3M$16.4M−$2.7M
- Bentley SystemsBSY322,042 shares · 0.1% of their software$16.4M−$515K
- GitLabGTLB297,632 shares · 0.1% of their software · price +$542K$15.3M+$14.6M
- PagSeguro Digital Ltd.PAGS377,030 shares · 0.0% of their software · price −$1.2M$3.2MNew · +$4.4M
- CommvaultCVLT7,588 shares · 0.0% of their software$1.2MNew · +$922K
- DropboxDBX38,512 shares · 0.0% of their software$979KFlat
- DoximityDOCS15,450 shares · 0.0% of their software$673KFlat
- NutanixNTNX8,600 shares · 0.0% of their software$510KFlat
- N-ableNABL37,209 shares · 0.0% of their software$486KFlat
- NICENICE2,732 shares · 0.0% of their software$474KFlat
- PhreesiaPHR15,458 shares · 0.0% of their software$352K−$507K
- DigitalOceanDOCN7,619 shares · 0.0% of their software$308KFlat