Generalist · Toronto Ontario, Canada
Canada Pension Plan Investment Board
Q4 2020 · compared with Q3 2020
- Software
- $6.1B
- Weight of 13F
- 9.1%
- Names
- 80
- Net bought
- +$143M
Filed 17 February 2021 · SEC filing.
1,341 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
- UnityU8,308,081 shares · 20.9% of their software · price +$550M$1.3BFlat
- MicrosoftMSFT5,140,787 shares · 18.7% of their software · price +$62.2M$1.1B−$49.0M
- AkamaiAKAM7,379,689 shares · 12.7% of their software · price −$41.0M$775M+$15.6M
- Palo Alto NetworksPANW2,146,346 shares · 12.5% of their software · price +$237M$763MFlat
- PalantirPLTR18,356,607 shares · 7.1% of their software · price +$258M$432M−$55.1M
- ShopifySHOP216,809 shares · 4.0% of their software · price +$23.6M$245M+$120M
- Kingsoft Cloud Holdings LimitedKC4,643,611 shares · 3.3% of their software · price +$65.1M$202M+$38.8M
- DatadogDDOG1,445,683 shares · 2.3% of their software · price −$5.4M$142M+$37.8M
- SalesforceCRM551,931 shares · 2.0% of their software · price −$15.9M$123M−$76.9M
- OracleORCL1,797,176 shares · 1.9% of their software · price +$9.0M$116M+$12.1M
- Manhattan AssociatesMANH925,226 shares · 1.6% of their software · price +$9.0M$97.3MFlat
- PagSeguro Digital Ltd.PAGS1,509,237 shares · 1.4% of their software · price +$28.9M$85.8M−$34.5M
- Fiserv, Inc.FISV698,607 shares · 1.3% of their software · price +$7.6M$79.5M+$70.3M
- TwilioTWLO191,015 shares · 1.1% of their software · price +$17.5M$64.7M+$42.1M
- Uber Technologies, Inc.UBER1,183,970 shares · 1.0% of their software · price +$17.2M$60.4M+$22.8M
- OktaOKTA167,793 shares · 0.7% of their software · price +$6.8M$42.7M+$31.0M
- StoneCo Ltd.STNE506,000 shares · 0.7% of their software · price +$15.7M$42.5MNew · +$26.8M
- VeevaVEEV155,616 shares · 0.7% of their software · price −$1.4M$42.4M−$16.8M
- AdobeADBE64,271 shares · 0.5% of their software · price +$623K$32.1M−$59.5M
- 8x8EGHT749,400 shares · 0.4% of their software$25.8MNew
- RingCentralRNG65,458 shares · 0.4% of their software · price +$6.8M$24.8M+$17.3M
- HubSpotHUBS61,100 shares · 0.4% of their software · price +$6.4M$24.2MNew · +$17.9M
- Paychex, Inc.PAYX214,442 shares · 0.3% of their software · price +$2.9M$20.0M+$14.5M
- AutodeskADSK62,377 shares · 0.3% of their software · price +$4.6M$19.0M−$10.1M
- Five9FIVN103,236 shares · 0.3% of their software · price +$4.6M$18.0M+$10.4M
- WorkivaWK162,400 shares · 0.2% of their software · price +$5.8M$14.9MNew · +$9.1M
- WorkdayWDAY61,298 shares · 0.2% of their software · price +$1.5M$14.7M+$12.0M
- DomoDOMO205,700 shares · 0.2% of their software$13.1MNew
- CoStarCSGP14,151 shares · 0.2% of their software · price +$1.1M$13.1M−$4.4M
- ServiceNowNOW22,671 shares · 0.2% of their software · price +$1.5M$12.5M+$538K
- Telos CorporationTLS350,000 shares · 0.2% of their software$11.5MNew · +$11.5M
- Upbound Group, Inc.UPBD282,200 shares · 0.2% of their software · price +$2.4M$10.8MNew · +$8.4M
- SynopsysSNPS35,771 shares · 0.2% of their software · price +$1.6M$9.3M−$1.6M
- BoxBOX433,822 shares · 0.1% of their software$7.8MFlat
- TenableTENB147,900 shares · 0.1% of their software · price +$2.1M$7.7MNew · +$5.6M
- Roper Technologies, Inc.ROP17,810 shares · 0.1% of their software · price +$641K$7.7M−$6.7M
- DocuSignDOCU31,447 shares · 0.1% of their software$7.0M+$5.7M
- NetApp, Inc.NTAP100,968 shares · 0.1% of their software · price +$2.3M$6.7M+$2.3M
- PTCPTC51,000 shares · 0.1% of their software · price +$1.9M$6.1M+$2.5M
- ZoomZM17,215 shares · 0.1% of their software · price −$2.3M$5.8M+$6.2M
- VeriSign, Inc.VRSN21,300 shares · 0.1% of their software$4.6M−$15.6M
- Check PointCHKP32,910 shares · 0.1% of their software$4.4M+$4.0M
- Lyft, Inc.LYFT83,767 shares · 0.1% of their software · price +$1.8M$4.1M+$1.7M
- TrimbleTRMB59,792 shares · 0.1% of their software · price +$1.1M$4.0M+$1.3M
- Rackspace Technology, Inc.RXT200,000 shares · 0.1% of their software$3.8M−$16.4M
- Block, Inc.XYZ15,480 shares · 0.1% of their software · price +$853K$3.4MFlat
- InterDigital, Inc.IDCC47,300 shares · 0.0% of their software$2.9MFlat
- VeriskVRSK12,666 shares · 0.0% of their software$2.6M−$13.4M
- Calix, Inc.CALX76,400 shares · 0.0% of their software · price +$915K$2.3MNew · +$1.4M
- MongoDBMDB5,977 shares · 0.0% of their software · price +$762K$2.1M+$866K
- CadenceCDNS14,713 shares · 0.0% of their software$2.0M−$5.1M
- Bandwidth Inc.BAND12,633 shares · 0.0% of their software$1.9MNew · +$2.2M
- Mitek Systems, Inc.MITK108,600 shares · 0.0% of their software · price +$547K$1.9MNew · +$1.4M
- OpenTextOTEX41,259 shares · 0.0% of their software$1.9MNew · +$1.7M
- GoDaddyGDDY22,309 shares · 0.0% of their software$1.9M−$1.0M
- SchrödingerSDGR20,100 shares · 0.0% of their software · price +$637K$1.6MNew · +$955K
- BroadridgeBR8,047 shares · 0.0% of their software$1.2M−$7.7M
- Health CatalystHCAT27,700 shares · 0.0% of their software$1.2MNew · +$1.0M
- ZscalerZS5,364 shares · 0.0% of their software$1.1MFlat
- PaycomPAYC2,195 shares · 0.0% of their software$993K−$1.5M
- International Money Express, Inc.IMXI50,000 shares · 0.0% of their software$776K−$2.7M
- FortinetFTNT5,067 shares · 0.0% of their software$752K−$1.7M
- CrowdStrikeCRWD3,213 shares · 0.0% of their software$681KFlat
- Euronet Worldwide, Inc.EEFT4,551 shares · 0.0% of their software$660KFlat
- ElasticESTC3,762 shares · 0.0% of their software$550KFlat
- BlackLineBL3,696 shares · 0.0% of their software$493KNew · Flat
- DropboxDBX14,528 shares · 0.0% of their software$322KNew · Flat
- Automatic Data Processing, Inc.ADP1,771 shares · 0.0% of their software$312K−$3.3M
- WEX Inc.WEX1,163 shares · 0.0% of their software$237KFlat
- SS&CSSNC1,950 shares · 0.0% of their software$142K−$606K
- GuidewireGWRE859 shares · 0.0% of their software$111KFlat
- Rapid7RPD1,232 shares · 0.0% of their software$111KFlat
- Sabre CorporationSABR5,811 shares · 0.0% of their software$70KFlat
- FastlyFSLY605 shares · 0.0% of their software$53KNew · Flat
- Amdocs LimitedDOX668 shares · 0.0% of their software$47KFlat
- IntuitINTU77 shares · 0.0% of their software$29K−$9.5M
- DynatraceDT266 shares · 0.0% of their software$12KNew · Flat
- F5, Inc.FFIV47 shares · 0.0% of their software$8KFlat
- WixWIX30 shares · 0.0% of their software$7KFlat
- Gen DigitalGEN165 shares · 0.0% of their software$4KNew · Flat