Generalist · Toronto Ontario, Canada
Canada Pension Plan Investment Board
Q1 2020 · compared with Q4 2019
- Software
- $2.3B
- Weight of 13F
- 6.1%
- Names
- 65
- Net bought
- +$291M
Filed 13 May 2020 · SEC filing.
1,277 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
- MicrosoftMSFT4,629,532 shares · 31.5% of their software$730M+$285M
- AkamaiAKAM4,685,910 shares · 18.5% of their software · price +$23.9M$429MFlat
- Palo Alto NetworksPANW1,548,587 shares · 10.9% of their software · price −$104M$254M+$22.8M
- ShopifySHOP403,425 shares · 7.2% of their software · price +$7.8M$167M+$116M
- OracleORCL2,735,960 shares · 5.7% of their software · price −$12.7M$132M−$12.1M
- PagSeguro Digital Ltd.PAGS4,160,000 shares · 3.5% of their software · price −$61.7M$80.4MFlat
- Automatic Data Processing, Inc.ADP454,861 shares · 2.7% of their software · price −$15.4M$62.2M+$8.4M
- AdobeADBE165,080 shares · 2.3% of their software · price −$1.9M$52.5M+$20.6M
- Manhattan AssociatesMANH791,334 shares · 1.7% of their software · price −$23.7M$39.4M−$6.1M
- Uber Technologies, Inc.UBER1,225,384 shares · 1.5% of their software · price −$2.2M$34.2M−$66.2M
- SalesforceCRM231,790 shares · 1.4% of their software · price −$4.3M$33.4M+$32.7M
- AutodeskADSK166,735 shares · 1.1% of their software · price −$4.6M$26.0M+$6.0M
- IntuitINTU109,859 shares · 1.1% of their software · price −$3.5M$25.3M+$10.8M
- Gen DigitalGEN1,211,322 shares · 1.0% of their software · price −$8.2M$22.7M+$21.1M
- Fiserv, Inc.FISV224,338 shares · 0.9% of their software · price −$4.6M$21.3M+$17.8M
- CadenceCDNS266,552 shares · 0.8% of their software · price −$885K$17.6M−$2.9M
- VeriSign, Inc.VRSN92,406 shares · 0.7% of their software · price −$1.2M$16.6M−$5.5M
- NetApp, Inc.NTAP380,932 shares · 0.7% of their software · price −$7.8M$15.9M+$14.2M
- OpenTextOTEX376,042 shares · 0.6% of their software · price −$3.4M$13.0M+$8.4M
- Five9FIVN167,002 shares · 0.6% of their software · price +$1.8M$12.8M+$8.0M
- Roper Technologies, Inc.ROP40,024 shares · 0.5% of their software · price −$1.7M$12.5M+$6.1M
- VeriskVRSK88,145 shares · 0.5% of their software · price −$878K$12.3M−$2.4M
- SynopsysSNPS94,475 shares · 0.5% of their software · price −$983K$12.2M−$12.8M
- Paychex, Inc.PAYX172,122 shares · 0.5% of their software · price −$3.8M$10.8MFlat
- Amdocs LimitedDOX196,554 shares · 0.5% of their software · price −$3.4M$10.8M+$11.8M
- 8x8EGHT710,100 shares · 0.4% of their software$9.8MNew
- CoStarCSGP14,084 shares · 0.4% of their software$8.3M−$4.8M
- ServiceNowNOW21,508 shares · 0.3% of their software$6.2M−$39.5M
- BoxBOX433,822 shares · 0.3% of their software · price −$1.2M$6.1M−$723K
- NetScout Systems, Inc.NTCT186,411 shares · 0.2% of their software$4.4M−$3.0M
- VeevaVEEV27,753 shares · 0.2% of their software$4.3M−$24.4M
- PaycomPAYC20,833 shares · 0.2% of their software · price −$1.3M$4.2M−$1.1M
- TeradataTDC193,194 shares · 0.2% of their software · price −$1.2M$4.0M−$3.3M
- HubSpotHUBS26,677 shares · 0.2% of their software · price −$675K$3.6M+$654K
- AppFolioAPPF31,000 shares · 0.1% of their software$3.4MNew · +$3.4M
- WorkdayWDAY26,241 shares · 0.1% of their software · price −$898K$3.4M−$4.5M
- InterDigital, Inc.IDCC47,300 shares · 0.1% of their software$2.1MFlat
- Fair IsaacFICO6,080 shares · 0.1% of their software$1.9M−$8.2M
- Sabre CorporationSABR281,560 shares · 0.1% of their software · price −$4.6M$1.7MNew · +$6.3M
- FactSetFDS5,500 shares · 0.1% of their software$1.4MFlat
- GoDaddyGDDY20,119 shares · 0.0% of their software$1.1M−$3.7M
- WixWIX11,000 shares · 0.0% of their software$1.1M+$1.1M
- FortinetFTNT8,666 shares · 0.0% of their software$877K+$676K
- RingCentralRNG3,977 shares · 0.0% of their software$843KFlat
- SPS CommerceSPSC17,500 shares · 0.0% of their software$814KNew · +$970K
- Block, Inc.XYZ15,480 shares · 0.0% of their software$811KFlat
- GuidewireGWRE8,629 shares · 0.0% of their software$684K+$730K
- PTCPTC9,800 shares · 0.0% of their software$600KFlat
- Tyler TechnologiesTYL1,770 shares · 0.0% of their software$525KNew · +$531K
- TwilioTWLO5,773 shares · 0.0% of their software$517KFlat
- BroadridgeBR4,024 shares · 0.0% of their software$381K−$658K
- WEX Inc.WEX3,523 shares · 0.0% of their software$368K−$700K
- DescartesDSGX9,771 shares · 0.0% of their software$332KFlat
- OktaOKTA2,673 shares · 0.0% of their software$327KFlat
- Euronet Worldwide, Inc.EEFT3,548 shares · 0.0% of their software$304K−$2.7M
- SS&CSSNC6,070 shares · 0.0% of their software$266KFlat
- F5, Inc.FFIV2,255 shares · 0.0% of their software$241KFlat
- TrimbleTRMB7,291 shares · 0.0% of their software$232KFlat
- ZscalerZS2,183 shares · 0.0% of their software$133KFlat
- Check PointCHKP810 shares · 0.0% of their software$81K−$799K
- ElasticESTC1,341 shares · 0.0% of their software$75KFlat
- The Trade DeskTTD194 shares · 0.0% of their software$37KFlat
- NutanixNTNX999 shares · 0.0% of their software$15K−$81.6M
- PaylocityPCTY162 shares · 0.0% of their software$14KFlat
- DocuSignDOCU13 shares · 0.0% of their software$1KNew · Flat