Generalist · Toronto Ontario, Canada
Canada Pension Plan Investment Board
Q3 2017 · compared with Q2 2017
- Software
- $2.5B
- Weight of 13F
- 5.1%
- Names
- 39
- Net bought
- +$441M
Filed 30 October 2017 · SEC filing.
1,148 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 2026161 names$14.6B+$143M
- Q1 2026156 names$14.2B+$1.5B
- Q4 2025176 names$17.4B+$3.7B
- Q3 2025137 names$16.7B+$1.6B
- Q2 2025137 names$14.7B+$534M
- Q1 2025135 names$11.3B+$1.2B
- Q4 2024139 names$10.7B+$39.7M
- Q3 2024131 names$9.6B−$102M
- Q2 2024136 names$9.2B+$1.8B
- Q1 2024113 names$7.3B+$987M
- Q4 2023106 names$5.9B+$677M
- Q3 2023102 names$4.3B+$227M
- Q2 2023100 names$4.6B+$85.2M
- Q1 202399 names$3.9B−$218M
- Q4 2022102 names$3.3B−$327M
- Q3 2022107 names$3.5B−$129M
- Q2 2022109 names$3.8B+$2.5B
- Q1 2022108 names$5.4B−$1.3B
- Q4 202192 names$7.4B+$230M
- Q3 202190 names$7.5B+$2.1B
- Q2 202177 names$5.4B−$187M
- Q1 202186 names$5.1B−$578M
- Q4 202080 names$6.1B+$143M
- Q3 202067 names$4.6B+$1.3B
- Q2 202082 names$3.1B−$15.6M
- Q1 202065 names$2.3B+$291M
- Q4 201965 names$2.3B−$188M
- Q3 201954 names$2.4B−$71.5M
- Q2 201953 names$2.4B+$21.5M
- Q1 201959 names$2.3B−$118M
- Q4 201851 names$2.0B−$1.0B
- Q3 201853 names$3.4B+$141M
- Q2 201845 names$3.0B−$897M
- Q1 201848 names$3.7B+$645M
- Q4 201742 names$2.8B+$25.6M
- Q3 201739 names$2.5B+$441M
- Q2 201737 names$1.9B+$220M
- Q1 201737 names$1.6B+$326M
- Q4 201638 names$1.1B+$118M
- Q3 201639 names$1.0B+$160M
- Q2 201635 names$751M—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT15,486,858 shares · 46.1% of their software · price +$86.1M$1.2B+$107M
- OracleORCL4,750,762 shares · 9.2% of their software · price −$8.5M$230M+$35.0M
- Automatic Data Processing, Inc.ADP1,376,771 shares · 6.0% of their software · price +$9.4M$151M+$141M
- AdobeADBE930,850 shares · 5.6% of their software · price +$7.2M$139M+$25.2M
- CadenceCDNS2,941,000 shares · 4.6% of their software · price +$17.6M$116M+$46.2M
- Palo Alto NetworksPANW791,213 shares · 4.6% of their software · price +$8.1M$114MFlat
- SalesforceCRM926,584 shares · 3.5% of their software · price +$6.3M$86.6M+$32.5M
- SynopsysSNPS929,000 shares · 3.0% of their software · price +$7.1M$74.8M+$23.7M
- IntuitINTU421,117 shares · 2.4% of their software · price +$3.9M$59.9M+$11.9M
- NutanixNTNX2,612,700 shares · 2.3% of their software · price +$5.9M$58.5MFlat
- ShopifySHOP477,948 shares · 2.2% of their software · price +$14.1M$55.7M+$995K
- NetApp, Inc.NTAP1,089,633 shares · 1.9% of their software · price +$4.0M$47.7M−$17.6M
- SAPSAP306,437 shares · 1.3% of their software · price +$1.5M$33.6MNew · +$32.1M
- TeradataTDC839,067 shares · 1.1% of their software · price +$3.6M$28.4M+$14.0M
- AutodeskADSK151,739 shares · 0.7% of their software · price +$1.7M$17.0MFlat
- F5, Inc.FFIV128,225 shares · 0.6% of their software · price −$833K$15.5M+$877K
- OpenTextOTEX470,390 shares · 0.6% of their software$15.1M+$9.2M
- TrimbleTRMB362,399 shares · 0.6% of their software · price +$1.3M$14.2M+$8.3M
- Amdocs LimitedDOX192,540 shares · 0.5% of their software$12.4M+$8.2M
- ServiceNowNOW103,674 shares · 0.5% of their software · price +$1.2M$12.2M+$10.5M
- Paychex, Inc.PAYX200,640 shares · 0.5% of their software · price +$606K$12.0MFlat
- VeevaVEEV188,900 shares · 0.4% of their software · price −$926K$10.7MFlat
- Fiserv, Inc.FISV67,245 shares · 0.3% of their software$8.7M+$7.3M
- Upbound Group, Inc.UPBD557,300 shares · 0.3% of their software$6.4MFlat
- CommvaultCVLT93,300 shares · 0.2% of their software$5.7M−$14.0M
- InterDigital, Inc.IDCC68,000 shares · 0.2% of their software$5.0M−$10.7M
- DescartesDSGX181,971 shares · 0.2% of their software · price +$546K$5.0M+$1.9M
- FortinetFTNT64,100 shares · 0.1% of their software$2.3MFlat
- BroadridgeBR23,800 shares · 0.1% of their software$1.9MFlat
- PTCPTC34,000 shares · 0.1% of their software$1.9MFlat
- VeriSign, Inc.VRSN17,910 shares · 0.1% of their software$1.9M+$1.7M
- BlackBerry LimitedBB141,714 shares · 0.1% of their software$1.6M−$2.9M
- HubSpotHUBS14,200 shares · 0.0% of their software$1.2MNew · +$934K
- AkamaiAKAM20,565 shares · 0.0% of their software$1.0M−$1.0M
- WixWIX11,844 shares · 0.0% of their software$851K−$4.5M
- VeriskVRSK4,818 shares · 0.0% of their software$401KFlat
- Roper Technologies, Inc.ROP11 shares · 0.0% of their software$3KFlat
- WorkdayWDAY30 shares · 0.0% of their software$3KFlat
- Check PointCHKP10 shares · 0.0% of their software$1K−$27.1M