Generalist · Chiyoda-ku, Tokyo, Japan
Sumitomo Mitsui Trust Group
Q4 2025 · compared with Q3 2025
Filed as Sumitomo Mitsui Trust Group, INC.
- Software
- $20.7B
- Weight of 13F
- 12.1%
- Names
- 92
- Net bought
- +$758M
Filed 23 January 2026 · SEC filing.
1,049 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
- MicrosoftMSFT18,621,473 shares · 43.5% of their software · price −$639M$9.0B−$257M
- PalantirPLTR7,457,258 shares · 6.4% of their software · price −$34.8M$1.3B−$130M
- OracleORCL3,864,536 shares · 3.6% of their software · price −$334M$753M−$265M
- SalesforceCRM2,478,864 shares · 3.2% of their software · price +$69.2M$657M−$55.5M
- ShopifySHOP3,533,102 shares · 2.7% of their software · price +$43.7M$569M−$95.5M
- Uber Technologies, Inc.UBER6,621,998 shares · 2.6% of their software · price −$108M$541M−$64.0M
- IntuitINTU736,955 shares · 2.4% of their software · price −$15.1M$488M−$42.6M
- SynopsysSNPS976,922 shares · 2.2% of their software · price −$23.1M$459M−$7.4M
- AdobeADBE1,140,262 shares · 1.9% of their software · price −$3.1M$399M−$84.3M
- ServiceNowNOW2,599,397 shares · 1.9% of their software · price −$2.0B$398M+$1.9B
- AppLovinAPP576,709 shares · 1.9% of their software · price −$25.8M$389M−$30.5M
- Palo Alto NetworksPANW2,076,626 shares · 1.8% of their software · price −$40.3M$383MFlat
- CrowdStrikeCRWD758,201 shares · 1.7% of their software · price −$16.4M$355M−$12.5M
- CadenceCDNS1,041,602 shares · 1.6% of their software · price −$40.3M$326M−$5.7M
- AutodeskADSK946,476 shares · 1.4% of their software · price −$20.5M$280MFlat
- Automatic Data Processing, Inc.ADP1,006,685 shares · 1.3% of their software · price −$36.5M$259M−$7.6M
- TrimbleTRMB3,254,750 shares · 1.2% of their software · price −$10.7M$255M−$16.4M
- ToastTOST7,032,895 shares · 1.2% of their software · price −$7.0M$250M−$17.7M
- CloudflareNET1,125,602 shares · 1.1% of their software · price −$19.6M$222M−$32.3M
- Block, Inc.XYZ2,599,467 shares · 0.8% of their software · price −$18.7M$169M−$6.0M
- SnowflakeSNOW717,068 shares · 0.8% of their software · price −$4.4M$157M−$3.4M
- PTCPTC792,909 shares · 0.7% of their software · price −$22.8M$138M−$4.8M
- Roper Technologies, Inc.ROP292,806 shares · 0.6% of their software · price −$15.7M$130M−$2.5M
- FortinetFTNT1,615,265 shares · 0.6% of their software · price −$7.5M$128M−$3.5M
- DatadogDDOG876,670 shares · 0.6% of their software · price −$5.6M$119MFlat
- WorkdayWDAY543,953 shares · 0.6% of their software · price −$14.1M$117M−$7.1M
- Manhattan AssociatesMANH660,480 shares · 0.6% of their software · price −$20.9M$114M−$1.5M
- Paychex, Inc.PAYX906,403 shares · 0.5% of their software · price −$13.2M$102M+$2.9M
- BullishBLSH2,529,313 shares · 0.5% of their software · price −$65.1M$95.8M+$69.1M
- Strategy IncMSTR606,629 shares · 0.4% of their software · price −$103M$92.2M−$5.6M
- Fair IsaacFICO54,223 shares · 0.4% of their software · price +$10.5M$91.7M−$4.8M
- The Trade DeskTTD2,324,526 shares · 0.4% of their software · price −$25.7M$88.2M+$1.6M
- CoreWeave, Inc.CRWV1,225,870 shares · 0.4% of their software · price −$80.0M$87.8M+$133M
- Fiserv, Inc.FISV1,302,038 shares · 0.4% of their software · price −$80.4M$87.5M−$5.2M
- SchrödingerSDGR4,714,767 shares · 0.4% of their software · price −$10.3M$84.3M+$3.2M
- UnityU1,872,333 shares · 0.4% of their software · price +$7.7M$82.7M−$11.5M
- MongoDBMDB192,661 shares · 0.4% of their software · price +$21.1M$80.9M−$1.6M
- VeevaVEEV352,728 shares · 0.4% of their software · price −$26.3M$78.7M−$3.2M
- VeriskVRSK335,431 shares · 0.4% of their software · price −$9.3M$75.0M−$1.5M
- CoStarCSGP999,684 shares · 0.3% of their software · price −$17.1M$67.2M−$8.2M
- JFrogFROG1,075,095 shares · 0.3% of their software · price +$16.3M$67.2M−$558K
- AtlassianTEAM406,309 shares · 0.3% of their software · price +$991K$65.9MFlat
- BroadridgeBR261,468 shares · 0.3% of their software · price −$3.9M$58.4M−$3.4M
- ZscalerZS250,960 shares · 0.3% of their software · price −$18.8M$56.4MFlat
- VeriSign, Inc.VRSN214,686 shares · 0.3% of their software · price −$7.9M$52.2M−$4.3M
- NetApp, Inc.NTAP477,404 shares · 0.2% of their software · price −$5.4M$51.1M+$623K
- HubSpotHUBS124,888 shares · 0.2% of their software · price −$8.3M$50.1M−$914K
- Tyler TechnologiesTYL108,087 shares · 0.2% of their software · price −$7.5M$49.1M−$1.5M
- ZoomZM555,127 shares · 0.2% of their software · price +$2.1M$47.9M−$1.5M
- TwilioTWLO332,280 shares · 0.2% of their software · price +$14.0M$47.3M−$1.4M
- SS&CSSNC510,611 shares · 0.2% of their software · price −$684K$44.6MFlat
- Corpay, Inc.CPAY148,241 shares · 0.2% of their software · price +$1.9M$44.6M−$1.9M
- GoDaddyGDDY358,554 shares · 0.2% of their software · price −$4.6M$44.5M−$3.6M
- Gen DigitalGEN1,387,082 shares · 0.2% of their software · price −$1.7M$37.7M−$1.1M
- F5, Inc.FFIV144,211 shares · 0.2% of their software · price −$9.8M$36.8M−$855K
- Check PointCHKP174,076 shares · 0.2% of their software · price −$3.7M$32.3M−$3.5M
- OktaOKTA372,181 shares · 0.2% of their software · price −$1.9M$32.2M−$816K
- PagerDutyPD2,422,159 shares · 0.2% of their software · price −$8.3M$31.8M−$3.0M
- Global-EGLBE806,820 shares · 0.2% of their software · price +$2.9M$31.7M−$3.4M
- DocuSignDOCU445,558 shares · 0.1% of their software · price −$1.6M$30.5M−$2.1M
- DynatraceDT649,860 shares · 0.1% of their software · price −$3.3M$28.2MFlat
- Rubrik, Inc.RBRK332,930 shares · 0.1% of their software · price −$1.9M$25.5MFlat
- NutanixNTNX487,330 shares · 0.1% of their software · price −$11.1M$25.2M−$1.5M
- Grab Holdings LimitedGRAB4,862,911 shares · 0.1% of their software · price −$5.0M$24.3M−$1.0M
- Joint Stock Company Kaspi.kzKSPI295,469 shares · 0.1% of their software · price −$1.0M$23.1M−$2.3M
- SamsaraIOT631,491 shares · 0.1% of their software · price −$1.1M$22.4M+$2.8M
- GitLabGTLB510,360 shares · 0.1% of their software · price −$3.9M$19.2M−$56.6M
- PaycomPAYC105,796 shares · 0.1% of their software · price −$5.2M$16.9MFlat
- Bentley SystemsBSY372,134 shares · 0.1% of their software · price −$5.0M$14.2M+$1.7M
- monday.comMNDY65,290 shares · 0.0% of their software · price −$3.0M$9.6M+$1.0M
- WixWIX86,461 shares · 0.0% of their software · price −$6.4M$9.0MFlat
- Ibotta, Inc.IBTA389,463 shares · 0.0% of their software · price −$2.0M$8.9M−$24.8M
- Kodiak AI, Inc.KDK789,471 shares · 0.0% of their software · price +$3.2M$8.6M+$1.2M
- FactSetFDS28,401 shares · 0.0% of their software$8.2M−$20.8M
- Figma, Inc.FIG205,629 shares · 0.0% of their software · price −$3.0M$7.7MFlat
- StoneCo Ltd.STNE480,884 shares · 0.0% of their software · price −$2.0M$7.1MNew · +$9.1M
- WeRide Inc.WRD700,340 shares · 0.0% of their software · price −$854K$6.1MNew · +$6.9M
- DigitalOceanDOCN19,319 shares · 0.0% of their software$930KFlat
- Lyft, Inc.LYFT38,202 shares · 0.0% of their software$740K+$513K
- AkamaiAKAM7,924 shares · 0.0% of their software$691K−$26.7M
- ElasticESTC9,130 shares · 0.0% of their software$689KFlat
- UiPathPATH37,871 shares · 0.0% of their software$621KFlat
- DoximityDOCS11,661 shares · 0.0% of their software$516KFlat
- NICENICE3,627 shares · 0.0% of their software$410KFlat
- SentinelOneS25,162 shares · 0.0% of their software$377KFlat
- DoubleVerifyDV31,600 shares · 0.0% of their software$362KFlat
- ServiceTitanTTAN3,293 shares · 0.0% of their software$351KNew · Flat
- BrazeBRZE8,865 shares · 0.0% of their software$304KNew · Flat
- N-ableNABL38,377 shares · 0.0% of their software$287KFlat
- ProcorePCOR3,709 shares · 0.0% of their software$270KFlat
- SailPointSAIL10,672 shares · 0.0% of their software$216KNew · Flat
- PowerFleet, Inc.AIOT16,848 shares · 0.0% of their software$90KNew · Flat