Generalist · Chiyoda-ku, Tokyo, Japan
Sumitomo Mitsui Trust Group
Q4 2024 · compared with Q3 2024
Filed as Sumitomo Mitsui Trust Group, INC.
- Software
- $19.7B
- Weight of 13F
- 13.3%
- Names
- 82
- Net bought
- −$66.7M
Filed 28 January 2025 · SEC filing.
1,041 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
- MicrosoftMSFT18,314,488 shares · 39.1% of their software · price −$161M$7.7BFlat
- PalantirPLTR11,922,563 shares · 4.6% of their software · price +$458M$902M−$114M
- SalesforceCRM2,433,552 shares · 4.1% of their software · price +$148M$814M−$8.4M
- OracleORCL4,408,839 shares · 3.7% of their software · price −$16.6M$735M+$119M
- AdobeADBE1,386,429 shares · 3.1% of their software · price −$101M$617M+$37.4M
- Block, Inc.XYZ6,707,402 shares · 2.9% of their software · price +$120M$570M−$78.9M
- ServiceNowNOW513,355 shares · 2.8% of their software · price +$85.1M$544MFlat
- ShopifySHOP5,055,512 shares · 2.7% of their software · price +$132M$538M−$68.3M
- IntuitINTU759,775 shares · 2.4% of their software · price +$5.7M$478M−$22.1M
- Uber Technologies, Inc.UBER5,949,375 shares · 1.8% of their software · price −$88.3M$359M+$14.8M
- SynopsysSNPS718,514 shares · 1.8% of their software · price −$15.1M$349M+$5.3M
- TrimbleTRMB4,643,391 shares · 1.7% of their software · price +$39.8M$328M−$8.3M
- Automatic Data Processing, Inc.ADP998,510 shares · 1.5% of their software · price +$16.0M$292MFlat
- Palo Alto NetworksPANW1,562,722 shares · 1.4% of their software · price −$250M$284MSplit
- CrowdStrikeCRWD815,452 shares · 1.4% of their software · price +$50.3M$279M−$8.6M
- CadenceCDNS918,388 shares · 1.4% of their software · price +$27.0M$276M−$9.2M
- Fiserv, Inc.FISV1,300,431 shares · 1.4% of their software · price +$33.5M$267M−$3.1M
- AutodeskADSK895,131 shares · 1.3% of their software · price +$18.0M$265M+$2.6M
- The Trade DeskTTD1,843,481 shares · 1.1% of their software · price +$14.5M$217M+$10.3M
- ToastTOST5,595,784 shares · 1.0% of their software · price +$45.5M$204M−$12.9M
- AppLovinAPP544,301 shares · 0.9% of their software · price +$105M$176M+$6.0M
- UiPathPATH12,590,291 shares · 0.8% of their software · price −$1.1M$160M−$20.2M
- CloudflareNET1,475,823 shares · 0.8% of their software · price +$39.5M$159M−$10.0M
- Roper Technologies, Inc.ROP285,282 shares · 0.8% of their software · price −$10.4M$148MFlat
- PTCPTC805,663 shares · 0.8% of their software · price +$2.6M$148M+$4.1M
- FortinetFTNT1,550,733 shares · 0.7% of their software · price +$26.3M$147M+$2.9M
- WorkdayWDAY544,293 shares · 0.7% of their software · price +$7.4M$140M+$2.2M
- Manhattan AssociatesMANH486,750 shares · 0.7% of their software · price −$5.4M$132M+$101M
- DatadogDDOG872,341 shares · 0.6% of their software · price +$24.3M$125M−$1.6M
- UnityU5,542,543 shares · 0.6% of their software · price −$831K$125M−$48.6M
- Strategy IncMSTR415,098 shares · 0.6% of their software · price +$50.2M$120M+$12.1M
- Paychex, Inc.PAYX838,857 shares · 0.6% of their software · price +$5.1M$118MFlat
- Fair IsaacFICO55,759 shares · 0.6% of their software · price +$2.6M$111MFlat
- SnowflakeSNOW673,715 shares · 0.5% of their software · price +$26.6M$104M+$1.0M
- AtlassianTEAM376,765 shares · 0.5% of their software · price +$31.9M$91.7M+$1.7M
- VeriskVRSK332,650 shares · 0.5% of their software · price +$2.5M$91.6MFlat
- HubSpotHUBS130,272 shares · 0.5% of their software · price +$21.5M$90.8MFlat
- VeevaVEEV363,192 shares · 0.4% of their software$76.4MFlat
- GoDaddyGDDY366,263 shares · 0.4% of their software · price +$14.9M$72.3M−$1.1M
- Global-EGLBE1,289,805 shares · 0.4% of their software · price +$20.8M$70.3M−$6.9M
- CoStarCSGP952,195 shares · 0.3% of their software · price −$3.7M$68.2M−$1.7M
- SchrödingerSDGR3,510,518 shares · 0.3% of their software · price +$2.6M$67.7M+$24.5M
- Tyler TechnologiesTYL107,106 shares · 0.3% of their software · price −$758K$61.8M+$6.6M
- PagerDutyPD3,364,565 shares · 0.3% of their software · price −$976K$61.4M−$6.9M
- NetApp, Inc.NTAP517,356 shares · 0.3% of their software · price −$3.8M$60.1M−$750K
- BroadridgeBR262,159 shares · 0.3% of their software · price +$2.9M$59.3M−$706K
- Corpay, Inc.CPAY160,441 shares · 0.3% of their software · price +$4.1M$54.3M+$3.3M
- ZoomZM590,487 shares · 0.2% of their software · price +$7.0M$48.2M−$1.1M
- VeriSign, Inc.VRSN232,307 shares · 0.2% of their software · price +$3.9M$48.1MFlat
- MongoDBMDB195,443 shares · 0.2% of their software · price −$7.3M$45.5M+$5.8M
- FactSetFDS88,485 shares · 0.2% of their software · price +$1.8M$42.5M+$2.0M
- DocuSignDOCU457,519 shares · 0.2% of their software · price +$12.7M$41.1M−$1.1M
- Ibotta, Inc.IBTA624,242 shares · 0.2% of their software · price +$2.2M$40.6M+$20.0M
- ZscalerZS224,648 shares · 0.2% of their software · price +$2.1M$40.5M+$1.1M
- AkamaiAKAM394,420 shares · 0.2% of their software · price −$2.1M$37.7M−$591K
- F5, Inc.FFIV149,891 shares · 0.2% of their software · price +$4.7M$37.7MFlat
- TwilioTWLO347,161 shares · 0.2% of their software · price +$14.9M$37.5M−$1.9M
- Gen DigitalGEN1,367,539 shares · 0.2% of their software$37.4M−$1.2M
- SS&CSSNC486,234 shares · 0.2% of their software · price +$763K$36.8M−$2.9M
- Check PointCHKP194,061 shares · 0.2% of their software · price −$1.2M$36.2MFlat
- Rubrik, Inc.RBRK548,940 shares · 0.2% of their software · price +$18.2M$35.9M−$3.1M
- DynatraceDT617,977 shares · 0.2% of their software · price +$544K$33.6M+$3.6M
- NutanixNTNX479,317 shares · 0.1% of their software · price +$925K$29.3M+$27.9M
- OktaOKTA363,950 shares · 0.1% of their software · price +$1.6M$28.7M+$1.6M
- GitLabGTLB507,713 shares · 0.1% of their software · price +$2.4M$28.6M+$10.8M
- Joint Stock Company Kaspi.kzKSPI289,376 shares · 0.1% of their software · price −$3.3M$27.4M−$5.6M
- BILLBILL270,715 shares · 0.1% of their software · price +$8.6M$22.9M−$2.7M
- WixWIX105,353 shares · 0.1% of their software · price +$5.0M$22.6M+$884K
- Grab Holdings LimitedGRAB4,707,627 shares · 0.1% of their software · price +$4.3M$22.2M+$510K
- PaycomPAYC106,883 shares · 0.1% of their software · price +$4.1M$21.9M+$1.4M
- SamsaraIOT459,416 shares · 0.1% of their software · price −$2.0M$20.1M+$4.0M
- monday.comMNDY69,621 shares · 0.1% of their software · price −$2.9M$16.4M+$814K
- Bentley SystemsBSY325,168 shares · 0.1% of their software · price −$1.3M$15.2MFlat
- StoneCo Ltd.STNE575,571 shares · 0.0% of their software · price −$1.9M$4.6M−$12.5M
- CommvaultCVLT8,208 shares · 0.0% of their software$1.2MFlat
- DropboxDBX39,083 shares · 0.0% of their software$1.2MFlat
- DoximityDOCS13,445 shares · 0.0% of their software$718KFlat
- NICENICE2,732 shares · 0.0% of their software$464KFlat
- Lyft, Inc.LYFT34,500 shares · 0.0% of their software$445KNew · Flat
- N-ableNABL37,209 shares · 0.0% of their software$348KFlat
- DigitalOceanDOCN7,619 shares · 0.0% of their software$260KFlat
- ElasticESTC2,330 shares · 0.0% of their software$231KNew · Flat