Generalist · Toronto Ontario, Canada
Canada Pension Plan Investment Board
Q3 2020 · compared with Q2 2020
- Software
- $4.6B
- Weight of 13F
- 8.7%
- Names
- 67
- Net bought
- +$1.3B
Filed 12 November 2020 · SEC filing.
1,076 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
- MicrosoftMSFT5,373,873 shares · 24.5% of their software · price +$36.6M$1.1B+$168M
- AkamaiAKAM7,238,399 shares · 17.3% of their software · price +$25.0M$800M+$271M
- UnityU8,308,081 shares · 15.7% of their software$725MNew · +$725M
- Palo Alto NetworksPANW2,149,519 shares · 11.4% of their software · price +$32.4M$526M+$59.2M
- PalantirPLTR24,156,607 shares · 5.0% of their software$229MNew · +$229M
- SalesforceCRM857,730 shares · 4.7% of their software · price +$54.9M$216M+$105M
- DatadogDDOG1,075,683 shares · 2.4% of their software · price +$16.4M$110MNew · +$93.5M
- ShopifySHOP99,978 shares · 2.2% of their software · price +$7.4M$102M−$275M
- Kingsoft Cloud Holdings LimitedKC3,331,090 shares · 2.1% of their software · price −$6.6M$98.4MFlat
- OracleORCL1,594,276 shares · 2.1% of their software · price +$7.1M$95.2M−$21.9M
- PagSeguro Digital Ltd.PAGS2,423,395 shares · 2.0% of their software · price +$5.7M$91.4M−$41.2M
- AdobeADBE185,575 shares · 2.0% of their software · price +$10.2M$91.0M+$45.7M
- Manhattan AssociatesMANH925,226 shares · 1.9% of their software · price +$1.2M$88.4MFlat
- VeevaVEEV215,515 shares · 1.3% of their software · price +$10.1M$60.6M+$25.2M
- AutodeskADSK106,094 shares · 0.5% of their software · price −$868K$24.5M−$8.2M
- Uber Technologies, Inc.UBER558,413 shares · 0.4% of their software · price +$3.0M$20.4MFlat
- Rackspace Technology, Inc.RXT1,050,000 shares · 0.4% of their software$20.3MNew · +$20.3M
- VeriSign, Inc.VRSN97,470 shares · 0.4% of their software$20.0M−$5.1M
- CoStarCSGP19,352 shares · 0.4% of their software · price +$2.7M$16.4M+$4.1M
- VeriskVRSK84,874 shares · 0.3% of their software · price +$1.3M$15.7M−$676K
- Roper Technologies, Inc.ROP34,678 shares · 0.3% of their software$13.7M+$9.0M
- ServiceNowNOW21,562 shares · 0.2% of their software · price +$1.7M$10.5M−$44.5M
- IntuitINTU29,293 shares · 0.2% of their software · price +$879K$9.6M−$16.1M
- SynopsysSNPS43,457 shares · 0.2% of their software · price +$825K$9.3M+$996K
- BroadridgeBR66,286 shares · 0.2% of their software$8.8M+$7.5M
- Endava plcDAVA137,700 shares · 0.2% of their software · price +$2.0M$8.7MNew · +$6.7M
- BoxBOX433,822 shares · 0.2% of their software · price −$1.5M$7.5MFlat
- SnowflakeSNOW30,000 shares · 0.2% of their software$7.5MNew · +$7.5M
- CadenceCDNS62,419 shares · 0.1% of their software · price +$666K$6.7MFlat
- TwilioTWLO20,723 shares · 0.1% of their software · price +$573K$5.1M+$1.8M
- OktaOKTA23,023 shares · 0.1% of their software$4.9M+$2.5M
- Automatic Data Processing, Inc.ADP25,546 shares · 0.1% of their software$3.6M−$8.5M
- International Money Express, Inc.IMXI240,000 shares · 0.1% of their software$3.4M+$2.6M
- Five9FIVN22,934 shares · 0.1% of their software$3.0M+$1.9M
- GoDaddyGDDY35,910 shares · 0.1% of their software$2.7M−$6.5M
- InterDigital, Inc.IDCC47,300 shares · 0.1% of their software$2.7MFlat
- Paychex, Inc.PAYX32,647 shares · 0.1% of their software$2.6M−$5.9M
- Block, Inc.XYZ15,480 shares · 0.1% of their software · price +$892K$2.5MFlat
- FortinetFTNT19,195 shares · 0.0% of their software$2.3M−$1.4M
- PaycomPAYC7,158 shares · 0.0% of their software$2.2M+$987K
- NetApp, Inc.NTAP47,933 shares · 0.0% of their software$2.1M−$3.1M
- QualysQLYS19,700 shares · 0.0% of their software$1.9MFlat
- ZoomZM4,002 shares · 0.0% of their software · price +$867K$1.9M−$1.6M
- Fiserv, Inc.FISV16,880 shares · 0.0% of their software$1.7M−$2.5M
- PTCPTC20,500 shares · 0.0% of their software$1.7M+$1.1M
- TrimbleTRMB33,272 shares · 0.0% of their software$1.6MFlat
- CommvaultCVLT36,318 shares · 0.0% of their software$1.5M+$1.3M
- WorkdayWDAY5,713 shares · 0.0% of their software$1.2M−$13.0M
- Alarm.com Holdings, Inc.ALRM21,520 shares · 0.0% of their software$1.2M−$731K
- DocuSignDOCU4,920 shares · 0.0% of their software$1.1M−$1.5M
- SS&CSSNC11,962 shares · 0.0% of their software$724KFlat
- RingCentralRNG2,531 shares · 0.0% of their software$695KFlat
- Lyft, Inc.LYFT23,666 shares · 0.0% of their software$652KFlat
- ZscalerZS4,103 shares · 0.0% of their software$577KFlat
- MongoDBMDB2,237 shares · 0.0% of their software$518KFlat
- Euronet Worldwide, Inc.EEFT4,961 shares · 0.0% of their software$452KFlat
- ElasticESTC3,120 shares · 0.0% of their software$337KFlat
- WEX Inc.WEX2,085 shares · 0.0% of their software$290K−$717K
- Sabre CorporationSABR35,361 shares · 0.0% of their software$230K−$1.2M
- GuidewireGWRE1,793 shares · 0.0% of their software$187K−$8.3M
- CrowdStrikeCRWD503 shares · 0.0% of their software$69KFlat
- Q2QTWO673 shares · 0.0% of their software$61KNew · Flat
- Rapid7RPD630 shares · 0.0% of their software$39K−$1.0M
- Amdocs LimitedDOX444 shares · 0.0% of their software$25K−$4.2M
- WixWIX30 shares · 0.0% of their software$8K−$2.8M
- Check PointCHKP10 shares · 0.0% of their software$1K−$645K
- F5, Inc.FFIV10 shares · 0.0% of their software$1K−$762K