Generalist · Toronto Ontario, Canada
Canada Pension Plan Investment Board
Q4 2017 · compared with Q3 2017
- Software
- $2.8B
- Weight of 13F
- 5.3%
- Names
- 42
- Net bought
- +$25.6M
Filed 14 February 2018 · SEC filing.
1,167 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
- MicrosoftMSFT15,166,958 shares · 46.3% of their software · price +$168M$1.3B−$23.8M
- OracleORCL5,152,815 shares · 8.7% of their software · price −$5.5M$244M+$19.4M
- Automatic Data Processing, Inc.ADP1,743,571 shares · 7.3% of their software · price +$13.7M$204M+$40.1M
- AdobeADBE1,095,572 shares · 6.9% of their software · price +$28.6M$192M+$24.6M
- Palo Alto NetworksPANW791,292 shares · 4.1% of their software · price +$665K$115MFlat
- NutanixNTNX2,612,700 shares · 3.3% of their software · price +$33.7M$92.2MFlat
- CadenceCDNS2,082,631 shares · 3.1% of their software · price +$4.9M$87.1M−$33.9M
- SynopsysSNPS993,300 shares · 3.0% of their software · price +$4.7M$84.7M+$5.2M
- SalesforceCRM536,710 shares · 2.0% of their software · price +$4.7M$54.9M−$36.4M
- IntuitINTU343,439 shares · 1.9% of their software · price +$5.4M$54.2M−$11.0M
- ServiceNowNOW406,546 shares · 1.9% of their software · price +$5.2M$53.0M+$35.6M
- SAPSAP464,700 shares · 1.9% of their software · price +$1.3M$52.2M+$17.4M
- ShopifySHOP469,548 shares · 1.7% of their software · price −$7.3M$47.4M−$979K
- NetApp, Inc.NTAP830,333 shares · 1.6% of their software · price +$9.6M$45.9M−$11.3M
- TeradataTDC587,067 shares · 0.8% of their software · price +$2.7M$22.6M−$8.5M
- TrimbleTRMB491,511 shares · 0.7% of their software · price +$683K$20.0M+$5.1M
- AutodeskADSK156,886 shares · 0.6% of their software · price −$1.2M$16.4M+$578K
- OpenTextOTEX439,890 shares · 0.6% of their software · price +$1.5M$15.7M−$985K
- CoStarCSGP37,977 shares · 0.4% of their software · price +$1.1M$11.3MNew · +$10.2M
- F5, Inc.FFIV78,618 shares · 0.4% of their software · price +$838K$10.3M−$6.0M
- Amdocs LimitedDOX130,057 shares · 0.3% of their software$8.5M−$4.0M
- VeriSign, Inc.VRSN73,210 shares · 0.3% of their software · price +$589K$8.4M+$5.9M
- VeevaVEEV151,200 shares · 0.3% of their software$8.4M−$2.1M
- BoxBOX351,500 shares · 0.3% of their software · price +$633K$7.4MNew · +$6.8M
- Paychex, Inc.PAYX99,110 shares · 0.2% of their software · price +$805K$6.7M−$6.1M
- Upbound Group, Inc.UPBD557,300 shares · 0.2% of their software$6.2MFlat
- CommvaultCVLT112,400 shares · 0.2% of their software · price −$933K$5.9M+$1.2M
- DescartesDSGX176,371 shares · 0.2% of their software$5.0MFlat
- BroadridgeBR52,000 shares · 0.2% of their software · price +$508K$4.7M+$2.3M
- FortinetFTNT99,200 shares · 0.2% of their software · price +$779K$4.3M+$1.3M
- InterDigital, Inc.IDCC47,300 shares · 0.1% of their software$3.6M−$1.5M
- BlackBerry LimitedBB316,261 shares · 0.1% of their software$3.5M+$2.0M
- AkamaiAKAM47,187 shares · 0.1% of their software · price +$770K$3.1M+$1.3M
- PTCPTC42,000 shares · 0.1% of their software$2.6MFlat
- HubSpotHUBS22,100 shares · 0.1% of their software$2.0M+$664K
- WorkdayWDAY12,487 shares · 0.0% of their software$1.3M+$1.3M
- WixWIX16,844 shares · 0.0% of their software$969KFlat
- GoDaddyGDDY1,500 shares · 0.0% of their software$75KNew · Flat
- Fiserv, Inc.FISV45 shares · 0.0% of their software$6K−$8.7M
- VeriskVRSK58 shares · 0.0% of their software$6KFlat
- Roper Technologies, Inc.ROP11 shares · 0.0% of their software$3KFlat
- Check PointCHKP10 shares · 0.0% of their software$1KFlat