Generalist · Toronto Ontario, Canada
Canada Pension Plan Investment Board
Q2 2019 · compared with Q1 2019
- Software
- $2.4B
- Weight of 13F
- 5.0%
- Names
- 53
- Net bought
- +$21.5M
Filed 12 August 2019 · SEC filing.
1,231 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
- MicrosoftMSFT2,861,041 shares · 15.6% of their software · price +$45.8M$383M−$113M
- AkamaiAKAM4,760,183 shares · 15.6% of their software · price +$40.1M$381MFlat
- Palo Alto NetworksPANW1,441,300 shares · 12.0% of their software · price −$56.4M$294MFlat
- OracleORCL3,569,927 shares · 8.3% of their software · price +$11.6M$203M−$10.2M
- PagSeguro Digital Ltd.PAGS4,160,000 shares · 6.6% of their software · price +$37.9M$162M−$36.3M
- Uber Technologies, Inc.UBER2,750,000 shares · 5.2% of their software$128MNew · +$128M
- AdobeADBE286,810 shares · 3.4% of their software · price +$8.1M$84.5M+$7.1M
- VeevaVEEV436,143 shares · 2.9% of their software · price +$15.4M$70.7M−$13.7M
- NutanixNTNX2,612,700 shares · 2.8% of their software · price −$30.8M$67.8MFlat
- CadenceCDNS934,423 shares · 2.7% of their software · price +$6.8M$66.2M+$13.8M
- ShopifySHOP182,358 shares · 2.2% of their software · price +$17.1M$54.7M−$15.7M
- IntuitINTU171,464 shares · 1.8% of their software$44.8M+$36.6M
- VeriSign, Inc.VRSN198,300 shares · 1.7% of their software · price +$5.5M$41.5M−$5.3M
- TeradataTDC1,087,158 shares · 1.6% of their software · price −$8.5M$39.0MFlat
- SynopsysSNPS293,169 shares · 1.5% of their software · price +$4.0M$37.7M+$14.7M
- Automatic Data Processing, Inc.ADP202,064 shares · 1.4% of their software · price +$1.1M$33.4M+$26.2M
- Amdocs LimitedDOX500,491 shares · 1.3% of their software · price +$4.0M$31.1M−$1.4M
- Manhattan AssociatesMANH446,300 shares · 1.3% of their software · price +$6.3M$30.9MNew · +$24.6M
- SalesforceCRM169,911 shares · 1.1% of their software · price −$1.1M$25.8M−$45.5M
- ServiceNowNOW90,073 shares · 1.0% of their software · price +$2.5M$24.7MNew · +$22.2M
- HubSpotHUBS130,448 shares · 0.9% of their software · price +$562K$22.2M+$17.2M
- Paychex, Inc.PAYX256,220 shares · 0.9% of their software · price +$536K$21.1M+$13.1M
- CommvaultCVLT389,000 shares · 0.8% of their software · price −$5.9M$19.3M+$19.1M
- Euronet Worldwide, Inc.EEFT114,632 shares · 0.8% of their software · price +$2.9M$19.3M+$15.0M
- PaycomPAYC76,000 shares · 0.7% of their software · price +$2.9M$17.2M+$4.7M
- Fair IsaacFICO53,400 shares · 0.7% of their software · price +$2.3M$16.8M−$5.1M
- NetApp, Inc.NTAP251,045 shares · 0.6% of their software · price −$1.9M$15.5M−$22.6M
- BoxBOX860,848 shares · 0.6% of their software · price −$1.5M$15.2M+$10.7M
- VeriskVRSK84,069 shares · 0.5% of their software · price +$1.1M$12.3M+$10.0M
- FortinetFTNT152,734 shares · 0.5% of their software · price −$1.1M$11.7M−$18.7M
- DescartesDSGX289,371 shares · 0.4% of their software$10.7M−$3.7M
- NetScout Systems, Inc.NTCT388,846 shares · 0.4% of their software · price −$1.0M$9.9M−$14.2M
- RingCentralRNG80,000 shares · 0.4% of their software · price +$570K$9.2MNew · +$8.6M
- OpenTextOTEX220,042 shares · 0.4% of their software · price +$610K$9.1M+$2.1M
- Check PointCHKP54,309 shares · 0.3% of their software · price −$591K$6.3M+$6.9M
- Five9FIVN111,000 shares · 0.2% of their software$5.7M+$1.2M
- WorkdayWDAY23,807 shares · 0.2% of their software$4.9MFlat
- PTCPTC48,314 shares · 0.2% of their software$4.3M−$10.3M
- InterDigital, Inc.IDCC47,300 shares · 0.1% of their software$3.0MFlat
- F5, Inc.FFIV14,437 shares · 0.1% of their software$2.1M−$11.0M
- WixWIX13,875 shares · 0.1% of their software$2.0M+$967K
- BlackbaudBLKB22,000 shares · 0.1% of their software$1.8MFlat
- CoStarCSGP2,934 shares · 0.1% of their software$1.6M+$806K
- Block, Inc.XYZ15,480 shares · 0.0% of their software$1.1MFlat
- Tyler TechnologiesTYL5,036 shares · 0.0% of their software$1.1M+$948K
- GoDaddyGDDY11,640 shares · 0.0% of their software$817K+$617K
- AutodeskADSK2,699 shares · 0.0% of their software$440K−$1.6M
- Fiserv, Inc.FISV4,498 shares · 0.0% of their software$410KFlat
- Endava plcDAVA7,120 shares · 0.0% of their software$287KNew · Flat
- SS&CSSNC1,243 shares · 0.0% of their software$72KFlat
- BroadridgeBR100 shares · 0.0% of their software$13K−$6.1M
- Roper Technologies, Inc.ROP14 shares · 0.0% of their software$5KFlat
- TrimbleTRMB100 shares · 0.0% of their software$5K−$2.6M