Generalist · Chiyoda-ku, Tokyo, Japan
Sumitomo Mitsui Trust Group
Q3 2025 · compared with Q2 2025
Filed as Sumitomo Mitsui Trust Group, INC.
- Software
- $23.8B
- Weight of 13F
- 13.7%
- Names
- 89
- Net bought
- +$450M
Filed 27 October 2025 · SEC filing.
1,050 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
- MicrosoftMSFT19,118,341 shares · 41.6% of their software · price +$393M$9.9B+$112M
- PalantirPLTR8,169,516 shares · 6.3% of their software · price +$377M$1.5B−$103M
- OracleORCL4,806,348 shares · 5.7% of their software · price +$301M$1.4B+$33.2M
- Uber Technologies, Inc.UBER7,275,479 shares · 3.0% of their software · price +$34.0M$713M+$101M
- SalesforceCRM2,712,974 shares · 2.7% of their software · price −$96.8M$643MFlat
- ShopifySHOP4,175,583 shares · 2.6% of their software · price +$139M$621M−$122M
- IntuitINTU799,307 shares · 2.3% of their software · price −$83.7M$546MFlat
- ServiceNowNOW534,957 shares · 2.1% of their software · price −$57.7M$492M+$40.8M
- SynopsysSNPS991,887 shares · 2.1% of their software · price −$19.1M$489M+$86.3M
- AdobeADBE1,379,129 shares · 2.0% of their software · price −$47.1M$486M−$7.7M
- AppLovinAPP619,204 shares · 1.9% of their software · price +$228M$445M+$3.8M
- Palo Alto NetworksPANW2,081,938 shares · 1.8% of their software · price −$2.1M$424M+$41.2M
- CrowdStrikeCRWD783,727 shares · 1.6% of their software · price −$14.8M$384M−$17.2M
- CadenceCDNS1,057,902 shares · 1.6% of their software · price +$45.6M$372MFlat
- Automatic Data Processing, Inc.ADP1,032,547 shares · 1.3% of their software · price −$15.4M$303MFlat
- AutodeskADSK941,631 shares · 1.3% of their software · price +$7.6M$299M+$6.3M
- TrimbleTRMB3,455,001 shares · 1.2% of their software · price +$19.6M$282M−$12.3M
- ToastTOST7,517,216 shares · 1.2% of their software · price −$58.5M$274M+$87.8M
- CloudflareNET1,276,051 shares · 1.2% of their software · price +$23.9M$274M−$23.5M
- Strategy IncMSTR623,981 shares · 0.8% of their software · price −$51.2M$201M+$14.3M
- Block, Inc.XYZ2,682,836 shares · 0.8% of their software · price +$11.6M$194M−$22.0M
- Fiserv, Inc.FISV1,342,302 shares · 0.7% of their software · price −$58.4M$173M−$4.7M
- PTCPTC816,385 shares · 0.7% of their software · price +$25.0M$166MFlat
- SnowflakeSNOW732,092 shares · 0.7% of their software · price +$1.3M$165M+$1.8M
- Roper Technologies, Inc.ROP297,738 shares · 0.6% of their software · price −$20.3M$148M+$2.2M
- FortinetFTNT1,656,888 shares · 0.6% of their software · price −$35.9M$139M−$11.6M
- WorkdayWDAY573,263 shares · 0.6% of their software$138MFlat
- Manhattan AssociatesMANH667,728 shares · 0.6% of their software · price +$5.0M$137M+$62.0M
- DatadogDDOG883,639 shares · 0.5% of their software · price +$7.1M$126MFlat
- The Trade DeskTTD2,290,927 shares · 0.5% of their software · price −$52.6M$112M+$20.4M
- Paychex, Inc.PAYX883,185 shares · 0.5% of their software · price −$16.5M$112M−$1.4M
- VeevaVEEV363,632 shares · 0.5% of their software · price +$3.6M$108M+$1.7M
- CoStarCSGP1,096,701 shares · 0.4% of their software · price +$4.4M$92.5M+$6.1M
- BullishBLSH1,442,893 shares · 0.4% of their software$91.8MNew · +$91.8M
- SchrödingerSDGR4,554,569 shares · 0.4% of their software$91.4M+$18.2M
- UnityU2,158,433 shares · 0.4% of their software · price +$34.2M$86.4M−$11.6M
- Fair IsaacFICO57,453 shares · 0.4% of their software · price −$19.0M$86.0MFlat
- VeriskVRSK341,364 shares · 0.4% of their software · price −$20.5M$85.9MFlat
- GitLabGTLB1,765,325 shares · 0.3% of their software$79.6M−$12.7M
- ZscalerZS249,591 shares · 0.3% of their software · price −$3.6M$74.8M+$978K
- BroadridgeBR275,541 shares · 0.3% of their software · price −$1.3M$65.6M+$899K
- AtlassianTEAM408,414 shares · 0.3% of their software · price −$17.7M$65.2M+$2.0M
- VeriSign, Inc.VRSN230,124 shares · 0.3% of their software · price −$2.1M$64.3MFlat
- MongoDBMDB197,976 shares · 0.3% of their software · price +$19.9M$61.4MFlat
- HubSpotHUBS126,841 shares · 0.2% of their software · price −$11.3M$59.3MFlat
- Tyler TechnologiesTYL110,929 shares · 0.2% of their software · price −$7.7M$58.0M+$1.2M
- NetApp, Inc.NTAP472,143 shares · 0.2% of their software · price +$5.6M$55.9M−$3.4M
- GoDaddyGDDY384,550 shares · 0.2% of their software · price −$16.6M$52.6M+$1.3M
- JFrogFROG1,086,893 shares · 0.2% of their software · price +$3.7M$51.4MNew · +$47.7M
- F5, Inc.FFIV146,855 shares · 0.2% of their software · price +$4.2M$47.5M+$1.3M
- ZoomZM573,176 shares · 0.2% of their software · price +$2.6M$47.3MFlat
- SS&CSSNC508,916 shares · 0.2% of their software · price +$3.0M$45.2MFlat
- Corpay, Inc.CPAY154,687 shares · 0.2% of their software · price −$6.8M$44.6M+$641K
- PagerDutyPD2,602,149 shares · 0.2% of their software · price +$3.2M$43.0M−$4.4M
- Gen DigitalGEN1,426,358 shares · 0.2% of their software · price −$1.4M$40.5M+$794K
- Check PointCHKP190,770 shares · 0.2% of their software · price −$2.7M$39.5M+$1.6M
- NutanixNTNX507,121 shares · 0.2% of their software · price −$1.0M$37.7M+$1.1M
- Ibotta, Inc.IBTA1,281,219 shares · 0.2% of their software · price −$11.2M$35.7M+$6.2M
- OktaOKTA381,075 shares · 0.1% of their software · price −$3.2M$34.9M+$547K
- TwilioTWLO345,985 shares · 0.1% of their software · price −$8.4M$34.6M+$1.8M
- CoreWeave, Inc.CRWV251,650 shares · 0.1% of their software · price −$6.6M$34.4M+$6.8M
- DocuSignDOCU474,530 shares · 0.1% of their software · price −$2.8M$34.2M+$503K
- Global-EGLBE902,523 shares · 0.1% of their software · price +$2.0M$32.3M−$2.8M
- DynatraceDT651,652 shares · 0.1% of their software · price −$4.4M$31.6M−$1.6M
- Grab Holdings LimitedGRAB5,031,582 shares · 0.1% of their software · price +$5.0M$30.3M+$1.5M
- FactSetFDS100,892 shares · 0.1% of their software · price −$16.2M$28.9M+$723K
- Rubrik, Inc.RBRK337,811 shares · 0.1% of their software · price −$2.5M$27.8M−$1.6M
- AkamaiAKAM360,989 shares · 0.1% of their software · price −$1.4M$27.3M−$5.1M
- Joint Stock Company Kaspi.kzKSPI323,903 shares · 0.1% of their software · price −$1.0M$26.5M+$2.1M
- PaycomPAYC106,682 shares · 0.1% of their software · price −$2.5M$22.2MFlat
- SamsaraIOT556,473 shares · 0.1% of their software · price −$1.4M$20.7MFlat
- Bentley SystemsBSY338,822 shares · 0.1% of their software · price −$844K$17.4MFlat
- WixWIX87,375 shares · 0.1% of their software · price +$1.7M$15.5MFlat
- BILLBILL239,858 shares · 0.1% of their software · price +$1.6M$12.7M−$596K
- monday.comMNDY59,876 shares · 0.0% of their software · price −$7.2M$11.6M+$942K
- Figma, Inc.FIG213,517 shares · 0.0% of their software$11.1MNew · +$11.1M
- Kodiak AI, Inc.KDK618,130 shares · 0.0% of their software$4.2MNew · +$4.2M
- DoximityDOCS11,661 shares · 0.0% of their software$853KFlat
- DuolingoDUOL2,290 shares · 0.0% of their software$737KFlat
- DigitalOceanDOCN18,884 shares · 0.0% of their software$645KFlat
- NICENICE3,627 shares · 0.0% of their software$525KFlat
- UiPathPATH37,151 shares · 0.0% of their software$497K−$13.8M
- SentinelOneS25,162 shares · 0.0% of their software$443KNew · Flat
- ElasticESTC5,030 shares · 0.0% of their software$425KFlat
- DoubleVerifyDV28,800 shares · 0.0% of their software$345KNew · Flat
- Lyft, Inc.LYFT14,902 shares · 0.0% of their software$328KFlat
- N-ableNABL38,377 shares · 0.0% of their software$299KFlat
- CommvaultCVLT1,470 shares · 0.0% of their software$278KNew · Flat
- ProcorePCOR3,709 shares · 0.0% of their software$270KFlat