Generalist · Toronto Ontario, Canada
Canada Pension Plan Investment Board
Q1 2019 · compared with Q4 2018
- Software
- $2.3B
- Weight of 13F
- 4.5%
- Names
- 59
- Net bought
- −$118M
Filed 15 May 2019 · SEC filing.
1,528 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
- MicrosoftMSFT3,822,903 shares · 19.4% of their software · price +$62.6M$451M−$115M
- Palo Alto NetworksPANW1,441,200 shares · 15.1% of their software · price +$78.6M$350MFlat
- AkamaiAKAM4,760,507 shares · 14.7% of their software · price +$50.6M$341MFlat
- OracleORCL3,760,526 shares · 8.7% of their software · price +$32.2M$202M+$11.7M
- PagSeguro Digital Ltd.PAGS5,376,851 shares · 6.9% of their software · price +$59.8M$160M−$18.7M
- NutanixNTNX2,612,700 shares · 4.3% of their software · price −$10.1M$98.6MFlat
- SalesforceCRM457,271 shares · 3.1% of their software · price +$9.8M$72.4M+$25.3M
- AdobeADBE260,254 shares · 3.0% of their software · price +$10.5M$69.4M−$4.7M
- VeevaVEEV543,800 shares · 3.0% of their software · price +$20.4M$69.0M+$23.3M
- ShopifySHOP258,565 shares · 2.3% of their software · price +$17.6M$53.4M+$10.6M
- TeradataTDC1,080,735 shares · 2.0% of their software · price +$5.7M$47.2M+$24.2M
- CadenceCDNS716,412 shares · 2.0% of their software · price +$14.3M$45.5M+$10.2M
- VeriSign, Inc.VRSN227,400 shares · 1.8% of their software · price +$7.6M$41.3M−$22.7M
- NetApp, Inc.NTAP577,093 shares · 1.7% of their software · price +$5.6M$40.0M−$9.0M
- FortinetFTNT375,421 shares · 1.4% of their software · price +$5.1M$31.5M−$7.9M
- Amdocs LimitedDOX527,197 shares · 1.2% of their software · price −$2.4M$28.5M+$21.4M
- NetScout Systems, Inc.NTCT896,300 shares · 1.1% of their software · price +$4.0M$25.2MFlat
- Fair IsaacFICO72,200 shares · 0.8% of their software · price +$6.1M$19.6M−$13.6M
- SynopsysSNPS165,692 shares · 0.8% of their software · price +$5.1M$19.1M+$5.6M
- PTCPTC160,160 shares · 0.6% of their software · price +$1.5M$14.8M−$9.1M
- DescartesDSGX391,371 shares · 0.6% of their software · price +$3.9M$14.2M−$2.4M
- F5, Inc.FFIV84,340 shares · 0.6% of their software$13.2M−$5.9M
- WEX Inc.WEX64,400 shares · 0.5% of their software · price +$3.3M$12.4M−$4.5M
- Sabre CorporationSABR471,400 shares · 0.4% of their software$10.1M−$2.2M
- PaycomPAYC51,000 shares · 0.4% of their software · price +$3.4M$9.6M+$869K
- IntuitINTU31,376 shares · 0.4% of their software · price +$2.0M$8.2MFlat
- Paychex, Inc.PAYX92,300 shares · 0.3% of their software · price +$1.4M$7.4M+$2.1M
- OpenTextOTEX166,542 shares · 0.3% of their software · price +$971K$6.4M+$923K
- BroadridgeBR58,980 shares · 0.3% of their software$6.1M−$5.9M
- Automatic Data Processing, Inc.ADP38,110 shares · 0.3% of their software · price +$1.1M$6.1M+$4.9M
- CommvaultCVLT93,300 shares · 0.3% of their software · price +$527K$6.0M−$10.6M
- BoxBOX305,829 shares · 0.3% of their software · price +$743K$5.9M+$3.2M
- WorkdayWDAY24,157 shares · 0.2% of their software · price +$801K$4.7M+$3.9M
- Five9FIVN87,400 shares · 0.2% of their software · price +$796K$4.6M−$9.4M
- HubSpotHUBS26,800 shares · 0.2% of their software · price +$1.1M$4.5M+$2.7M
- InterDigital, Inc.IDCC47,300 shares · 0.1% of their software$3.1MFlat
- TenableTENB84,000 shares · 0.1% of their software · price +$795K$2.7MNew · +$1.9M
- TrimbleTRMB63,780 shares · 0.1% of their software$2.6M+$773K
- AutodeskADSK13,199 shares · 0.1% of their software$2.1M−$1.0M
- BlackbaudBLKB22,000 shares · 0.1% of their software$1.8MNew · +$1.4M
- Euronet Worldwide, Inc.EEFT9,300 shares · 0.1% of their software$1.3MNew · +$952K
- Block, Inc.XYZ15,480 shares · 0.1% of their software$1.2MNew · +$868K
- VeriskVRSK8,556 shares · 0.0% of their software$1.1M+$924K
- BlackBerry LimitedBB81,379 shares · 0.0% of their software$821KNew · +$579K
- WixWIX5,875 shares · 0.0% of their software$710KFlat
- CoStarCSGP1,207 shares · 0.0% of their software$563K−$1.6M
- GoDaddyGDDY3,440 shares · 0.0% of their software$259K−$9.1M
- Fiserv, Inc.FISV2,432 shares · 0.0% of their software$215KFlat
- Radware Ltd.RDWR7,600 shares · 0.0% of their software$199KNew · Flat
- Immersion CorporationIMMR10,500 shares · 0.0% of their software$89KNew · Flat
- NICENICE708 shares · 0.0% of their software$87KNew · Flat
- Donnelley Financial Solutions, Inc.DFIN5,500 shares · 0.0% of their software$82KNew · Flat
- Tyler TechnologiesTYL400 shares · 0.0% of their software$82KNew · Flat
- DHI Group, Inc.DHX18,327 shares · 0.0% of their software$45KNew · Flat
- Lesaka Technologies, Inc.LSAK7,191 shares · 0.0% of their software$26KNew · Flat
- Roper Technologies, Inc.ROP14 shares · 0.0% of their software$5KFlat
- SS&CSSNC43 shares · 0.0% of their software$3KNew · Flat
- Check PointCHKP10 shares · 0.0% of their software$1KFlat
- NetSol Technologies, Inc.NTWK100 shares · 0.0% of their software$1KNew · Flat