Generalist · Chiyoda-ku, Tokyo, Japan
Sumitomo Mitsui Trust Group
Q1 2026 · compared with Q4 2025
Filed as Sumitomo Mitsui Trust Group, INC.
- Software
- $15.3B
- Weight of 13F
- 9.9%
- Names
- 85
- Net bought
- −$973M
1,047 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
- MicrosoftMSFT17,687,515 shares · 42.8% of their software · price −$2.0B$6.5B−$452M
- PalantirPLTR7,055,353 shares · 6.8% of their software · price −$222M$1.0B−$71.4M
- OracleORCL3,666,848 shares · 3.5% of their software · price −$175M$539M−$38.5M
- ShopifySHOP3,678,602 shares · 2.9% of their software · price −$156M$436M+$23.4M
- SalesforceCRM2,306,173 shares · 2.8% of their software · price −$180M$430M−$45.7M
- Uber Technologies, Inc.UBER5,182,418 shares · 2.4% of their software · price −$50.7M$373M−$118M
- SynopsysSNPS936,570 shares · 2.4% of their software · price −$68.6M$371M−$19.0M
- Palo Alto NetworksPANW2,248,434 shares · 2.4% of their software · price −$53.7M$360M+$31.6M
- IntuitINTU671,247 shares · 1.9% of their software · price −$154M$290M−$43.5M
- CrowdStrikeCRWD740,275 shares · 1.9% of their software · price −$58.0M$289M−$8.4M
- CadenceCDNS1,018,328 shares · 1.9% of their software · price −$35.3M$283M−$7.3M
- AdobeADBE1,069,885 shares · 1.7% of their software · price −$114M$260M−$24.6M
- ServiceNowNOW2,478,497 shares · 1.7% of their software · price −$121M$259M−$18.5M
- AutodeskADSK1,032,443 shares · 1.6% of their software · price −$58.4M$247M+$25.4M
- TrimbleTRMB3,756,603 shares · 1.6% of their software · price −$49.3M$245M+$39.3M
- CloudflareNET1,074,397 shares · 1.5% of their software · price +$9.9M$222M−$10.1M
- AppLovinAPP550,338 shares · 1.4% of their software · price −$152M$219M−$17.8M
- Automatic Data Processing, Inc.ADP957,397 shares · 1.3% of their software · price −$51.7M$195M−$12.7M
- ToastTOST6,859,633 shares · 1.2% of their software · price −$61.7M$182M−$6.2M
- Block, Inc.XYZ2,624,534 shares · 1.0% of their software · price −$12.9M$158MFlat
- BullishBLSH3,833,886 shares · 0.9% of their software · price −$8.2M$137M+$49.4M
- CoreWeave, Inc.CRWV1,626,870 shares · 0.8% of their software · price +$9.5M$126M+$28.7M
- FortinetFTNT1,532,028 shares · 0.8% of their software · price +$3.5M$125M−$6.6M
- PTCPTC791,529 shares · 0.7% of their software · price −$25.1M$113MFlat
- SnowflakeSNOW708,324 shares · 0.7% of their software · price −$48.5M$107M−$1.9M
- DatadogDDOG874,097 shares · 0.7% of their software · price −$15.7M$103MFlat
- Roper Technologies, Inc.ROP281,190 shares · 0.7% of their software · price −$25.7M$99.5M−$5.2M
- Manhattan AssociatesMANH673,608 shares · 0.6% of their software · price −$27.1M$89.7M+$2.3M
- Paychex, Inc.PAYX859,680 shares · 0.5% of their software · price −$17.2M$79.2M−$5.2M
- Strategy IncMSTR599,333 shares · 0.5% of their software · price −$16.3M$74.8M−$1.1M
- JFrogFROG1,592,386 shares · 0.5% of their software · price −$24.7M$74.7M+$32.3M
- Fiserv, Inc.FISV1,227,443 shares · 0.4% of their software · price −$14.0M$68.5M−$5.0M
- WorkdayWDAY510,838 shares · 0.4% of their software · price −$43.3M$66.4M−$7.1M
- VeevaVEEV350,109 shares · 0.4% of their software · price −$16.7M$61.5MFlat
- VeriskVRSK319,537 shares · 0.4% of their software · price −$10.8M$60.6M−$3.6M
- Fair IsaacFICO51,971 shares · 0.4% of their software · price −$32.4M$55.5M−$3.8M
- VeriSign, Inc.VRSN204,658 shares · 0.3% of their software · price +$1.1M$50.8M−$2.4M
- NetApp, Inc.NTAP456,364 shares · 0.3% of their software · price −$2.1M$46.7M−$2.3M
- ZoomZM551,641 shares · 0.3% of their software · price −$3.3M$44.3MFlat
- BroadridgeBR252,845 shares · 0.3% of their software · price −$15.3M$41.1M−$1.9M
- MongoDBMDB165,223 shares · 0.3% of their software · price −$28.9M$40.4M−$11.5M
- Corpay, Inc.CPAY138,782 shares · 0.3% of their software · price −$1.4M$40.4M−$2.8M
- F5, Inc.FFIV136,038 shares · 0.3% of their software · price +$4.6M$39.4M−$2.1M
- TwilioTWLO312,059 shares · 0.3% of their software · price −$5.1M$39.3M−$2.9M
- CoStarCSGP954,074 shares · 0.3% of their software · price −$25.7M$38.5M−$3.1M
- SchrödingerSDGR3,190,837 shares · 0.2% of their software · price −$20.8M$36.2M−$27.2M
- Tyler TechnologiesTYL101,547 shares · 0.2% of their software · price −$11.3M$34.8M−$3.0M
- ZscalerZS240,018 shares · 0.2% of their software · price −$20.3M$33.7M−$2.5M
- SS&CSSNC488,152 shares · 0.2% of their software · price −$9.7M$33.0M−$2.0M
- Figma, Inc.FIG1,467,887 shares · 0.2% of their software · price −$23.8M$31.0M+$47.2M
- HubSpotHUBS119,682 shares · 0.2% of their software · price −$18.8M$29.2M−$2.1M
- GoDaddyGDDY339,557 shares · 0.2% of their software · price −$14.1M$28.1M−$2.4M
- OktaOKTA355,720 shares · 0.2% of their software · price −$2.8M$28.0M−$1.4M
- AtlassianTEAM407,661 shares · 0.2% of their software · price −$38.3M$27.8MFlat
- UnityU1,111,451 shares · 0.2% of their software · price −$24.7M$24.4M−$33.6M
- Check PointCHKP166,771 shares · 0.2% of their software · price −$7.1M$23.8M−$1.4M
- Gen DigitalGEN1,255,294 shares · 0.2% of their software · price −$10.5M$23.6M−$3.6M
- The Trade DeskTTD946,685 shares · 0.1% of their software · price −$14.5M$21.5M−$52.3M
- SamsaraIOT636,600 shares · 0.1% of their software · price −$2.4M$20.2MFlat
- WeRide Inc.WRD2,305,997 shares · 0.1% of their software · price −$1.4M$18.7M+$13.9M
- Grab Holdings LimitedGRAB4,864,941 shares · 0.1% of their software · price −$6.5M$17.8MFlat
- Rubrik, Inc.RBRK311,213 shares · 0.1% of their software · price −$8.6M$15.2M−$1.7M
- PayPay CorporationPAYP642,029 shares · 0.1% of their software$13.7MNew · +$13.7M
- Joint Stock Company Kaspi.kzKSPI161,316 shares · 0.1% of their software · price −$655K$11.9M−$10.5M
- Kodiak AI, Inc.KDK1,677,951 shares · 0.1% of their software · price −$6.7M$11.6M+$9.7M
- GitLabGTLB535,833 shares · 0.1% of their software · price −$8.5M$11.6M+$956K
- Global-EGLBE236,039 shares · 0.0% of their software · price −$2.0M$7.3M−$22.4M
- StoneCo Ltd.STNE499,409 shares · 0.0% of their software$7.1MFlat
- FactSetFDS19,794 shares · 0.0% of their software · price −$1.4M$4.3M−$2.5M
- monday.comMNDY59,121 shares · 0.0% of their software · price −$4.6M$4.1M−$910K
- DocuSignDOCU43,100 shares · 0.0% of their software · price −$905K$2.0M−$27.5M
- DigitalOceanDOCN17,504 shares · 0.0% of their software · price +$659K$1.5MFlat
- WixWIX11,360 shares · 0.0% of their software$1.0M−$7.8M
- AkamaiAKAM8,121 shares · 0.0% of their software$933KFlat
- DynatraceDT11,500 shares · 0.0% of their software$425K−$27.7M
- UiPathPATH37,871 shares · 0.0% of their software$420KFlat
- NICENICE3,627 shares · 0.0% of their software$400KFlat
- SentinelOneS25,162 shares · 0.0% of their software$324KFlat
- ProcorePCOR4,963 shares · 0.0% of their software$283KFlat
- DoximityDOCS11,661 shares · 0.0% of their software$272KFlat
- Zeta GlobalZETA16,662 shares · 0.0% of their software$265KNew · Flat
- BrazeBRZE10,530 shares · 0.0% of their software$249KFlat
- SailPointSAIL17,594 shares · 0.0% of their software$233KFlat
- ServiceTitanTTAN3,293 shares · 0.0% of their software$209KFlat
- PowerFleet, Inc.AIOT16,848 shares · 0.0% of their software$52KFlat