Generalist · Toronto Ontario, Canada
Canada Pension Plan Investment Board
Q4 2019 · compared with Q3 2019
- Software
- $2.3B
- Weight of 13F
- 4.5%
- Names
- 65
- Net bought
- −$188M
Filed 14 February 2020 · SEC filing.
1,408 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
- MicrosoftMSFT2,822,367 shares · 19.6% of their software · price +$52.7M$445M−$64.4M
- AkamaiAKAM4,725,868 shares · 18.0% of their software · price −$23.6M$408MFlat
- Palo Alto NetworksPANW1,449,927 shares · 14.8% of their software · price +$39.8M$335MFlat
- OracleORCL2,964,984 shares · 6.9% of their software · price −$6.1M$157M−$32.5M
- PagSeguro Digital Ltd.PAGS4,160,000 shares · 6.3% of their software · price −$50.5M$142MFlat
- Uber Technologies, Inc.UBER3,450,062 shares · 4.5% of their software · price −$2.5M$103M+$21.3M
- NutanixNTNX2,612,700 shares · 3.6% of their software · price +$13.1M$81.7M−$2.6M
- Manhattan AssociatesMANH868,362 shares · 3.1% of their software · price −$799K$69.3M+$23.8M
- Automatic Data Processing, Inc.ADP405,735 shares · 3.0% of their software · price +$3.7M$69.2M+$27.9M
- ServiceNowNOW161,418 shares · 2.0% of their software · price +$4.6M$45.6M+$17.2M
- ShopifySHOP111,658 shares · 2.0% of their software · price +$9.6M$44.4MFlat
- AdobeADBE102,512 shares · 1.5% of their software · price +$5.5M$33.8M−$39.0M
- VeevaVEEV201,270 shares · 1.2% of their software · price −$2.4M$28.3M−$24.8M
- SynopsysSNPS186,260 shares · 1.1% of their software$25.9M−$5.0M
- AutodeskADSK134,068 shares · 1.1% of their software · price +$4.8M$24.6MFlat
- VeriSign, Inc.VRSN120,724 shares · 1.0% of their software$23.3M−$16.6M
- CadenceCDNS308,082 shares · 0.9% of their software · price +$1.0M$21.4M−$37.7M
- IntuitINTU68,559 shares · 0.8% of their software$18.0M−$10.6M
- VeriskVRSK104,176 shares · 0.7% of their software · price −$917K$15.6M+$7.2M
- CommvaultCVLT337,276 shares · 0.7% of their software$15.1M−$2.8M
- Paychex, Inc.PAYX175,338 shares · 0.7% of their software$14.9M−$9.0M
- CoStarCSGP22,118 shares · 0.6% of their software$13.2M+$3.9M
- Fair IsaacFICO27,992 shares · 0.5% of their software · price +$2.0M$10.5M−$5.9M
- Gen DigitalGEN386,414 shares · 0.4% of their software · price +$730K$9.9MNew · +$9.1M
- NetApp, Inc.NTAP152,237 shares · 0.4% of their software · price +$1.5M$9.5M−$7.5M
- WorkdayWDAY53,539 shares · 0.4% of their software$8.8M+$1.7M
- TeradataTDC315,992 shares · 0.4% of their software · price −$1.3M$8.5M−$14.6M
- OpenTextOTEX185,942 shares · 0.4% of their software · price +$606K$8.2M−$2.6M
- Fiserv, Inc.FISV70,720 shares · 0.4% of their software · price +$851K$8.2M+$6.6M
- Roper Technologies, Inc.ROP22,709 shares · 0.4% of their software$8.0M+$1.5M
- BoxBOX476,922 shares · 0.4% of their software$8.0MFlat
- NetScout Systems, Inc.NTCT309,611 shares · 0.3% of their software$7.5M−$5.1M
- PaycomPAYC24,949 shares · 0.3% of their software · price +$1.4M$6.6M−$11.1M
- GoDaddyGDDY74,644 shares · 0.2% of their software$5.1M+$4.9M
- SalesforceCRM30,849 shares · 0.2% of their software$5.0MFlat
- HubSpotHUBS22,549 shares · 0.2% of their software$3.6M−$4.9M
- EVERTEC, Inc.EVTC104,700 shares · 0.2% of their software$3.6MFlat
- Euronet Worldwide, Inc.EEFT20,480 shares · 0.1% of their software$3.2M−$12.5M
- Five9FIVN45,042 shares · 0.1% of their software · price +$533K$3.0MNew · +$2.4M
- InterDigital, Inc.IDCC47,300 shares · 0.1% of their software$2.6MFlat
- Amdocs LimitedDOX32,618 shares · 0.1% of their software$2.4M−$7.3M
- ProgressPRGS50,500 shares · 0.1% of their software$2.1MNew · +$1.9M
- BlackbaudBLKB22,000 shares · 0.1% of their software$1.8MFlat
- FactSetFDS6,100 shares · 0.1% of their software$1.6MFlat
- WEX Inc.WEX6,867 shares · 0.1% of their software$1.4M+$737K
- BroadridgeBR9,348 shares · 0.1% of their software$1.2M+$1.2M
- Block, Inc.XYZ15,480 shares · 0.0% of their software$968KFlat
- Check PointCHKP8,010 shares · 0.0% of their software$889K−$5.1M
- DescartesDSGX17,971 shares · 0.0% of their software$770K−$1.1M
- TwilioTWLO5,072 shares · 0.0% of their software$498KFlat
- SS&CSSNC7,635 shares · 0.0% of their software$468KFlat
- PTCPTC5,400 shares · 0.0% of their software$404K−$798K
- RingCentralRNG1,837 shares · 0.0% of their software$310KNew · Flat
- WixWIX2,175 shares · 0.0% of their software$266KFlat
- FortinetFTNT2,330 shares · 0.0% of their software$249KFlat
- OktaOKTA2,146 shares · 0.0% of their software$247KNew · Flat
- GuidewireGWRE1,980 shares · 0.0% of their software$218KNew · Flat
- ZscalerZS4,172 shares · 0.0% of their software$194KNew · Flat
- NICENICE1,246 shares · 0.0% of their software$193KNew · Flat
- MongoDBMDB346 shares · 0.0% of their software$46KNew · Flat
- ElasticESTC430 shares · 0.0% of their software$28KNew · Flat
- The Trade DeskTTD108 shares · 0.0% of their software$28KNew · Flat
- PaylocityPCTY114 shares · 0.0% of their software$14KNew · Flat
- F5, Inc.FFIV93 shares · 0.0% of their software$13KFlat
- TrimbleTRMB73 shares · 0.0% of their software$3KFlat