Generalist · Chiyoda-ku, Tokyo, Japan
Sumitomo Mitsui Trust Group
Q2 2025 · compared with Q1 2025
Filed as Sumitomo Mitsui Trust Group, INC.
- Software
- $22.4B
- Weight of 13F
- 14.0%
- Names
- 82
- Net bought
- +$206M
Filed 31 July 2025 · SEC filing.
1,034 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
- MicrosoftMSFT18,893,434 shares · 41.9% of their software · price +$2.3B$9.4B+$151M
- PalantirPLTR8,928,069 shares · 5.4% of their software · price +$464M$1.2B−$108M
- OracleORCL4,654,478 shares · 4.5% of their software · price +$367M$1.0B+$24.1M
- SalesforceCRM2,724,424 shares · 3.3% of their software · price +$11.8M$743M+$46.5M
- IntuitINTU793,399 shares · 2.8% of their software · price +$138M$625M+$21.6M
- ShopifySHOP5,231,257 shares · 2.7% of their software · price +$104M$603M+$20.9M
- Uber Technologies, Inc.UBER6,198,176 shares · 2.6% of their software · price +$127M$578M+$28.7M
- AdobeADBE1,399,103 shares · 2.4% of their software · price +$4.7M$541MFlat
- ServiceNowNOW495,283 shares · 2.3% of their software · price +$115M$509M+$8.3M
- SynopsysSNPS823,578 shares · 1.9% of their software · price +$69.0M$422M+$16.3M
- CrowdStrikeCRWD817,437 shares · 1.9% of their software · price +$128M$416M−$7.1M
- Palo Alto NetworksPANW1,880,611 shares · 1.7% of their software · price +$63.9M$385M−$4.0M
- CadenceCDNS1,057,759 shares · 1.5% of their software · price +$56.9M$326M+$5.2M
- Automatic Data Processing, Inc.ADP1,025,726 shares · 1.4% of their software · price +$2.9M$316M+$3.7M
- AutodeskADSK921,142 shares · 1.3% of their software · price +$44.0M$285M+$5.6M
- TrimbleTRMB3,616,416 shares · 1.2% of their software · price +$37.4M$275M−$3.6M
- CloudflareNET1,396,266 shares · 1.2% of their software · price +$116M$273MFlat
- ToastTOST5,534,650 shares · 1.1% of their software · price +$61.5M$245M−$7.3M
- Strategy IncMSTR588,538 shares · 1.1% of their software · price +$68.2M$238M+$17.2M
- Fiserv, Inc.FISV1,369,717 shares · 1.1% of their software · price −$66.3M$236M+$16.8M
- AppLovinAPP608,274 shares · 0.9% of their software · price +$51.8M$213M+$13.5M
- Block, Inc.XYZ3,006,375 shares · 0.9% of their software · price +$40.9M$204M−$19.5M
- FortinetFTNT1,766,816 shares · 0.8% of their software · price +$16.7M$187M+$5.9M
- Roper Technologies, Inc.ROP293,915 shares · 0.7% of their software · price −$6.7M$167M+$2.6M
- SnowflakeSNOW724,090 shares · 0.7% of their software · price +$56.2M$162M+$8.4M
- The Trade DeskTTD2,007,334 shares · 0.6% of their software · price +$34.7M$145MFlat
- PTCPTC824,012 shares · 0.6% of their software · price +$14.3M$142M+$4.3M
- WorkdayWDAY569,716 shares · 0.6% of their software · price +$3.7M$137M+$3.0M
- Paychex, Inc.PAYX892,527 shares · 0.6% of their software · price −$7.9M$130MFlat
- DatadogDDOG882,551 shares · 0.5% of their software · price +$31.0M$119M+$922K
- VeriskVRSK338,608 shares · 0.5% of their software · price +$4.7M$105M+$1.4M
- Fair IsaacFICO57,490 shares · 0.5% of their software · price −$931K$105M+$2.0M
- VeevaVEEV357,610 shares · 0.5% of their software · price +$20.2M$103MFlat
- GitLabGTLB2,046,428 shares · 0.4% of their software · price −$3.9M$92.3M+$33.9M
- CoStarCSGP1,021,300 shares · 0.4% of their software · price +$1.2M$82.1M+$1.9M
- AtlassianTEAM398,645 shares · 0.4% of their software · price −$3.6M$81.0M+$2.7M
- ZscalerZS246,477 shares · 0.3% of their software · price +$28.5M$77.4M+$1.2M
- SchrödingerSDGR3,649,950 shares · 0.3% of their software · price +$1.4M$73.4M+$3.7M
- HubSpotHUBS127,532 shares · 0.3% of their software · price −$1.9M$71.0M+$1.6M
- Manhattan AssociatesMANH353,616 shares · 0.3% of their software · price +$8.6M$69.8M−$20.0M
- GoDaddyGDDY377,190 shares · 0.3% of their software$67.9M+$3.0M
- BroadridgeBR271,841 shares · 0.3% of their software$66.1M+$2.7M
- VeriSign, Inc.VRSN228,223 shares · 0.3% of their software · price +$8.0M$65.9MFlat
- Tyler TechnologiesTYL108,852 shares · 0.3% of their software · price +$1.2M$64.5MFlat
- UnityU2,637,201 shares · 0.3% of their software · price +$12.2M$63.8M−$4.3M
- NetApp, Inc.NTAP503,822 shares · 0.2% of their software · price +$9.4M$53.7MFlat
- Corpay, Inc.CPAY152,755 shares · 0.2% of their software · price −$2.6M$50.7M+$1.6M
- ZoomZM571,641 shares · 0.2% of their software · price +$2.4M$44.6M−$972K
- FactSetFDS99,276 shares · 0.2% of their software · price −$731K$44.4M+$631K
- PagerDutyPD2,887,361 shares · 0.2% of their software · price −$8.6M$44.1M−$4.0M
- F5, Inc.FFIV142,338 shares · 0.2% of their software · price +$4.0M$41.9M−$820K
- SS&CSSNC503,250 shares · 0.2% of their software$41.7M−$2.7M
- MongoDBMDB197,193 shares · 0.2% of their software · price +$6.8M$41.4M−$2.5M
- TwilioTWLO331,143 shares · 0.2% of their software · price +$8.8M$41.2MFlat
- Gen DigitalGEN1,399,357 shares · 0.2% of their software · price +$4.0M$41.1M+$998K
- Ibotta, Inc.IBTA1,113,165 shares · 0.2% of their software · price −$6.2M$40.7M+$2.9M
- Check PointCHKP183,755 shares · 0.2% of their software · price −$1.2M$40.7M+$751K
- NutanixNTNX493,141 shares · 0.2% of their software · price +$3.3M$37.7MFlat
- DynatraceDT681,010 shares · 0.2% of their software · price +$5.5M$37.6M+$2.8M
- OktaOKTA375,601 shares · 0.2% of their software · price −$2.0M$37.5M+$1.5M
- DocuSignDOCU468,066 shares · 0.2% of their software · price −$1.6M$36.5M+$1.3M
- CoreWeave, Inc.CRWV210,254 shares · 0.2% of their software · price +$26.5M$34.3MNew · +$7.8M
- AkamaiAKAM424,883 shares · 0.2% of their software$33.9M+$3.0M
- Global-EGLBE985,505 shares · 0.1% of their software · price −$2.1M$33.1M−$7.9M
- Rubrik, Inc.RBRK355,617 shares · 0.1% of their software · price +$10.2M$31.9M−$9.8M
- Joint Stock Company Kaspi.kzKSPI299,625 shares · 0.1% of their software · price −$2.4M$25.4M−$1.3M
- PaycomPAYC106,379 shares · 0.1% of their software · price +$1.4M$24.6MFlat
- Grab Holdings LimitedGRAB4,737,545 shares · 0.1% of their software · price +$2.4M$23.8M−$2.5M
- SamsaraIOT549,022 shares · 0.1% of their software · price +$796K$21.8MFlat
- Bentley SystemsBSY334,382 shares · 0.1% of their software · price +$4.9M$18.0MFlat
- monday.comMNDY56,880 shares · 0.1% of their software · price +$4.1M$17.9M+$1.6M
- UiPathPATH1,112,640 shares · 0.1% of their software · price +$2.8M$14.2M−$71.4M
- WixWIX85,777 shares · 0.1% of their software$13.6M−$619K
- BILLBILL252,748 shares · 0.1% of their software$11.7M−$643K
- DuolingoDUOL2,110 shares · 0.0% of their software$865KNew · +$655K
- DoximityDOCS11,661 shares · 0.0% of their software$715KFlat
- DigitalOceanDOCN18,884 shares · 0.0% of their software$539KFlat
- ElasticESTC5,030 shares · 0.0% of their software$424KFlat
- Lyft, Inc.LYFT24,370 shares · 0.0% of their software$384KNew · Flat
- N-ableNABL38,377 shares · 0.0% of their software$311KFlat
- NICENICE1,777 shares · 0.0% of their software$300KFlat
- ProcorePCOR3,709 shares · 0.0% of their software$254KFlat