Generalist · Toronto Ontario, Canada
Canada Pension Plan Investment Board
Q1 2021 · compared with Q4 2020
- Software
- $5.1B
- Weight of 13F
- 6.7%
- Names
- 86
- Net bought
- −$578M
Filed 17 May 2021 · SEC filing.
1,260 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
- MicrosoftMSFT4,126,711 shares · 18.9% of their software · price +$55.1M$973M−$226M
- AkamaiAKAM7,379,720 shares · 14.6% of their software · price −$22.8M$752MFlat
- Palo Alto NetworksPANW1,847,645 shares · 11.6% of their software · price −$61.6M$595M−$106M
- UnityU4,793,565 shares · 9.3% of their software · price −$255M$481M−$539M
- Kingsoft Cloud Holdings LimitedKC7,067,345 shares · 5.4% of their software · price −$29.9M$278M+$106M
- ShopifySHOP237,799 shares · 5.1% of their software · price −$6.1M$263M+$23.8M
- PalantirPLTR9,379,007 shares · 4.2% of their software · price −$2.4M$218M−$211M
- AdobeADBE294,416 shares · 2.7% of their software · price −$7.3M$140M+$115M
- OracleORCL1,882,040 shares · 2.6% of their software · price +$10.3M$132M+$5.5M
- DatadogDDOG1,450,249 shares · 2.3% of their software · price −$21.9M$121MFlat
- SalesforceCRM562,045 shares · 2.3% of their software · price −$6.0M$119M+$2.3M
- Manhattan AssociatesMANH925,226 shares · 2.1% of their software · price +$11.3M$109MFlat
- DropboxDBX4,050,010 shares · 2.1% of their software · price +$18.1M$108M+$89.5M
- Uber Technologies, Inc.UBER1,503,750 shares · 1.6% of their software · price +$5.3M$82.0M+$16.3M
- TwilioTWLO230,253 shares · 1.5% of their software · price +$520K$78.5M+$13.3M
- PagSeguro Digital Ltd.PAGS1,509,237 shares · 1.4% of their software · price −$16.0M$69.9MFlat
- CrowdStrikeCRWD375,548 shares · 1.3% of their software · price −$11.0M$68.5M+$78.9M
- Tuya Inc.TUYA2,820,600 shares · 1.2% of their software$59.6MNew · +$59.6M
- VeevaVEEV216,716 shares · 1.1% of their software · price −$2.4M$56.6M+$16.6M
- SnowflakeSNOW237,587 shares · 1.1% of their software · price −$12.4M$54.5MNew · +$66.9M
- Fiserv, Inc.FISV443,091 shares · 1.0% of their software · price +$2.3M$52.7M−$29.1M
- WorkdayWDAY196,819 shares · 1.0% of their software · price +$1.7M$48.9M+$32.5M
- AutodeskADSK98,831 shares · 0.5% of their software · price −$2.8M$27.4M+$11.1M
- Rackspace Technology, Inc.RXT1,000,000 shares · 0.5% of their software · price +$4.7M$23.8M+$15.2M
- Commerce.com, Inc.CMRC366,000 shares · 0.4% of their software · price −$2.3M$21.2MNew · +$23.5M
- Paychex, Inc.PAYX195,191 shares · 0.4% of their software · price +$945K$19.1M−$1.8M
- Upbound Group, Inc.UPBD282,200 shares · 0.3% of their software · price +$5.5M$16.3MFlat
- Automatic Data Processing, Inc.ADP85,251 shares · 0.3% of their software · price +$1.0M$16.1M+$14.7M
- 8x8EGHT413,000 shares · 0.3% of their software$13.4M—
- BoxBOX433,822 shares · 0.2% of their software · price +$2.1M$10.0MFlat
- CoStarCSGP11,729 shares · 0.2% of their software · price −$1.2M$9.6M−$2.2M
- Telos CorporationTLS250,000 shares · 0.2% of their software · price +$1.2M$9.5M−$3.3M
- HubSpotHUBS19,634 shares · 0.2% of their software · price +$1.1M$8.9M−$16.4M
- SS&CSSNC121,100 shares · 0.2% of their software$8.5M+$8.7M
- Roper Technologies, Inc.ROP20,808 shares · 0.2% of their software · price −$577K$8.4M+$1.3M
- ServiceNowNOW16,209 shares · 0.2% of their software · price −$816K$8.1M−$3.6M
- NetApp, Inc.NTAP110,210 shares · 0.2% of their software · price +$709K$8.0M+$612K
- Five9FIVN42,379 shares · 0.1% of their software · price −$766K$6.6M−$10.6M
- OktaOKTA23,285 shares · 0.1% of their software · price −$788K$5.1M−$36.7M
- SynopsysSNPS19,744 shares · 0.1% of their software$4.9M−$4.2M
- FastlyFSLY70,410 shares · 0.1% of their software · price −$1.4M$4.7M+$6.1M
- LiveRamp Holdings, Inc.RAMP88,000 shares · 0.1% of their software · price −$1.9M$4.6MNew · +$6.4M
- VeriskVRSK24,258 shares · 0.1% of their software · price −$750K$4.3M+$2.4M
- PTCPTC27,100 shares · 0.1% of their software$3.7M−$2.9M
- RingCentralRNG12,089 shares · 0.1% of their software · price −$980K$3.6M−$20.2M
- Block, Inc.XYZ15,480 shares · 0.1% of their software$3.5MFlat
- VeriSign, Inc.VRSN16,989 shares · 0.1% of their software$3.4M−$933K
- InterDigital, Inc.IDCC47,300 shares · 0.1% of their software$3.0MFlat
- BlackbaudBLKB42,000 shares · 0.1% of their software · price +$568K$3.0MNew · +$2.4M
- TrimbleTRMB34,451 shares · 0.1% of their software$2.7M−$1.7M
- NetScout Systems, Inc.NTCT84,000 shares · 0.0% of their software$2.4MNew · +$2.3M
- VaronisVRNS43,000 shares · 0.0% of their software · price −$4.8M$2.2MNew · +$7.0M
- SPS CommerceSPSC21,000 shares · 0.0% of their software$2.1MNew · +$2.3M
- NICENICE9,000 shares · 0.0% of their software · price −$590K$2.0MNew · +$2.6M
- GoDaddyGDDY18,998 shares · 0.0% of their software$1.5MFlat
- MorningstarMORN6,000 shares · 0.0% of their software$1.4MNew · +$1.4M
- Lyft, Inc.LYFT19,675 shares · 0.0% of their software$1.2M−$3.1M
- DocuSignDOCU4,999 shares · 0.0% of their software$1.0M−$5.9M
- International Money Express, Inc.IMXI65,000 shares · 0.0% of their software$976KFlat
- PaycomPAYC2,289 shares · 0.0% of their software$848KFlat
- NutanixNTNX28,700 shares · 0.0% of their software$762KNew · +$915K
- ZscalerZS4,406 shares · 0.0% of their software$756KFlat
- ElasticESTC6,438 shares · 0.0% of their software$716KFlat
- Euronet Worldwide, Inc.EEFT4,893 shares · 0.0% of their software$677KFlat
- BlackLineBL5,961 shares · 0.0% of their software$646KFlat
- DynatraceDT11,403 shares · 0.0% of their software$550KFlat
- CadenceCDNS3,999 shares · 0.0% of their software$548K−$1.5M
- MongoDBMDB2,006 shares · 0.0% of their software$537K−$1.4M
- BroadridgeBR3,387 shares · 0.0% of their software$519K−$714K
- FortinetFTNT2,607 shares · 0.0% of their software$480KFlat
- GuidewireGWRE3,700 shares · 0.0% of their software$376KFlat
- Rapid7RPD3,950 shares · 0.0% of their software$295KFlat
- The Trade DeskTTD429 shares · 0.0% of their software$280KNew · Flat
- BlackBerry LimitedBB25,467 shares · 0.0% of their software$214KNew · Flat
- AppianAPPN882 shares · 0.0% of their software$117KNew · Flat
- BILLBILL725 shares · 0.0% of their software$105KNew · Flat
- Q2QTWO825 shares · 0.0% of their software$83KNew · Flat
- IntuitINTU77 shares · 0.0% of their software$29KFlat
- WEX Inc.WEX100 shares · 0.0% of their software$21KFlat
- ZoomZM49 shares · 0.0% of their software$15K−$5.8M
- F5, Inc.FFIV47 shares · 0.0% of their software$10KFlat
- WixWIX30 shares · 0.0% of their software$8KFlat
- CloudflareNET63 shares · 0.0% of their software$5KNew · Flat
- Check PointCHKP10 shares · 0.0% of their software$1K−$4.4M
- Amdocs LimitedDOX10 shares · 0.0% of their software$1KFlat
- Gen DigitalGEN65 shares · 0.0% of their software$1KFlat