Canada Pension Plan Investment Board

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.

• Kingsoft Cloud Holdings LimitedKC+$105M$105M
• Palo Alto NetworksPANW+$56.3M$435M
• Automatic Data Processing, Inc.ADP−$50.9M$12.3M
• OracleORCL−$36.0M$110M
• ServiceNowNOW+$31.5M$53.2M

Software held

• MicrosoftMSFT4,549,860 shares · 29.4% of their software · price +$208M$926M−$12.6M
• AkamaiAKAM4,703,541 shares · 16.0% of their software · price +$73.4M$504MFlat
• Palo Alto NetworksPANW1,891,937 shares · 13.8% of their software · price +$124M$435M+$56.3M
• ShopifySHOP389,469 shares · 11.7% of their software · price +$207M$369M−$5.8M
• PagSeguro Digital Ltd.PAGS3,589,968 shares · 4.0% of their software · price +$57.5M$127M−$11.0M
• OracleORCL1,990,483 shares · 3.5% of their software · price +$13.8M$110M−$36.0M
• Kingsoft Cloud Holdings LimitedKC3,331,089 shares · 3.3% of their software$105MNew · +$105M
• Manhattan AssociatesMANH930,034 shares · 2.8% of their software · price +$41.3M$87.6M+$6.9M
• SalesforceCRM297,811 shares · 1.8% of their software · price +$12.9M$55.8M+$9.5M
• ServiceNowNOW131,312 shares · 1.7% of their software · price +$15.6M$53.2M+$31.5M
• AdobeADBE80,701 shares · 1.1% of their software · price +$9.4M$35.1M−$26.9M
• AutodeskADSK140,189 shares · 1.1% of their software · price +$11.6M$33.5M−$4.1M
• VeevaVEEV108,037 shares · 0.8% of their software · price +$8.4M$25.3M+$12.6M
• VeriSign, Inc.VRSN122,124 shares · 0.8% of their software · price +$3.3M$25.3M+$5.4M
• IntuitINTU83,659 shares · 0.8% of their software · price +$5.5M$24.8M−$6.0M
• SchrödingerSDGR200,000 shares · 0.6% of their software · price +$9.7M$18.3MNew · +$8.6M
• Uber Technologies, Inc.UBER554,100 shares · 0.5% of their software · price +$1.8M$17.2M−$18.7M
• VeriskVRSK88,847 shares · 0.5% of their software · price +$2.7M$15.1MFlat
• WorkdayWDAY75,276 shares · 0.4% of their software · price +$4.3M$14.1M+$6.4M
• Automatic Data Processing, Inc.ADP82,524 shares · 0.4% of their software · price +$1.0M$12.3M−$50.9M
• Gen DigitalGEN487,858 shares · 0.3% of their software · price +$546K$9.7M−$13.5M
• CoStarCSGP13,522 shares · 0.3% of their software · price +$1.7M$9.6MFlat
• GoDaddyGDDY124,244 shares · 0.3% of their software · price +$2.0M$9.1M+$5.9M
• BoxBOX433,822 shares · 0.3% of their software · price +$2.9M$9.0MFlat
• GuidewireGWRE76,616 shares · 0.3% of their software · price +$2.4M$8.5M+$5.4M
• Paychex, Inc.PAYX110,337 shares · 0.3% of their software · price +$1.4M$8.4M−$3.9M
• SynopsysSNPS38,349 shares · 0.2% of their software · price +$2.5M$7.5M−$7.2M
• CadenceCDNS62,763 shares · 0.2% of their software · price +$1.9M$6.0M−$13.5M
• NetApp, Inc.NTAP117,208 shares · 0.2% of their software$5.2M−$11.0M
• Roper Technologies, Inc.ROP11,550 shares · 0.1% of their software · price +$883K$4.5M−$8.9M
• Amdocs LimitedDOX69,137 shares · 0.1% of their software$4.2M−$7.0M
• Fiserv, Inc.FISV42,996 shares · 0.1% of their software$4.2M−$17.2M
• FortinetFTNT29,283 shares · 0.1% of their software · price +$1.1M$4.0M+$2.1M
• 8x8EGHT229,400 shares · 0.1% of their software$3.7M—
• NetScout Systems, Inc.NTCT140,911 shares · 0.1% of their software$3.6M−$1.1M
• HubSpotHUBS13,505 shares · 0.1% of their software · price +$1.2M$3.0MSplit
• LiveRamp Holdings, Inc.RAMP71,200 shares · 0.1% of their software · price +$680K$3.0MNew · +$2.3M
• WixWIX11,000 shares · 0.1% of their software · price +$1.7M$2.8MFlat
• TwilioTWLO12,689 shares · 0.1% of their software · price +$1.6M$2.8M+$619K
• InterDigital, Inc.IDCC47,300 shares · 0.1% of their software · price +$568K$2.7MFlat
• ZoomZM10,327 shares · 0.1% of their software · price +$1.1M$2.6MNew · +$1.5M
• OpenTextOTEX57,742 shares · 0.1% of their software$2.4M−$11.1M
• DocuSignDOCU13,778 shares · 0.1% of their software · price +$1.1M$2.4M+$1.3M
• OktaOKTA10,746 shares · 0.1% of their software · price +$838K$2.2M+$987K
• DropboxDBX98,740 shares · 0.1% of their software$2.2MNew · +$1.8M
• Alarm.com Holdings, Inc.ALRM32,800 shares · 0.1% of their software · price +$850K$2.1MNew · +$1.3M
• QualysQLYS19,700 shares · 0.1% of their software$2.0MNew · +$1.7M
• ACI WorldwideACIW60,600 shares · 0.1% of their software$1.6MNew · +$1.5M
• Block, Inc.XYZ15,480 shares · 0.1% of their software · price +$814K$1.6MFlat
• Sabre CorporationSABR183,855 shares · 0.0% of their software$1.5M−$579K
• Fair IsaacFICO3,380 shares · 0.0% of their software$1.4M−$831K
• BlackLineBL16,500 shares · 0.0% of their software$1.4MNew · +$868K
• PaycomPAYC3,972 shares · 0.0% of their software$1.2M−$3.4M
• PegasystemsPEGA11,400 shares · 0.0% of their software$1.2MNew · +$812K
• TrimbleTRMB25,810 shares · 0.0% of their software$1.1M+$589K
• Rapid7RPD20,800 shares · 0.0% of their software$1.1MNew · +$901K
• WEX Inc.WEX6,431 shares · 0.0% of their software$1.1MFlat
• RingCentralRNG3,630 shares · 0.0% of their software$1.0MFlat
• Lyft, Inc.LYFT26,330 shares · 0.0% of their software$869KNew · +$707K
• BroadridgeBR6,642 shares · 0.0% of their software$838KFlat
• F5, Inc.FFIV5,476 shares · 0.0% of their software$764KFlat
• Tyler TechnologiesTYL2,100 shares · 0.0% of their software$728KFlat
• Euronet Worldwide, Inc.EEFT7,331 shares · 0.0% of their software$702KFlat
• Check PointCHKP6,010 shares · 0.0% of their software$646K+$523K
• Five9FIVN5,786 shares · 0.0% of their software$640K−$12.3M
• The Trade DeskTTD1,498 shares · 0.0% of their software$609KFlat
• TeradataTDC28,394 shares · 0.0% of their software$591K−$3.4M
• PTCPTC7,000 shares · 0.0% of their software$545KFlat
• SS&CSSNC9,470 shares · 0.0% of their software$535KFlat
• ElasticESTC5,777 shares · 0.0% of their software$533KFlat
• NutanixNTNX18,900 shares · 0.0% of their software$448KFlat
• DescartesDSGX8,371 shares · 0.0% of their software$441KFlat
• International Money Express, Inc.IMXI30,000 shares · 0.0% of their software$374KNew · Flat
• SPS CommerceSPSC4,400 shares · 0.0% of their software$331K−$609K
• CrowdStrikeCRWD2,700 shares · 0.0% of their software$271KNew · Flat
• CommvaultCVLT3,500 shares · 0.0% of their software$135KNew · Flat
• ZscalerZS1,174 shares · 0.0% of their software$129KSplit
• DynatraceDT3,000 shares · 0.0% of their software$122KNew · Flat
• PaylocityPCTY405 shares · 0.0% of their software$59KFlat
• AppianAPPN378 shares · 0.0% of their software$19KNew · Flat
• MongoDBMDB58 shares · 0.0% of their software$14KNew · Flat
• FastlyFSLY147 shares · 0.0% of their software$13KNew · Flat