Generalist · Toronto Ontario, Canada
Canada Pension Plan Investment Board
Q2 2021 · compared with Q1 2021
- Software
- $5.4B
- Weight of 13F
- 6.4%
- Names
- 77
- Net bought
- −$187M
Filed 16 August 2021 · SEC filing.
1,135 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
- MicrosoftMSFT3,666,958 shares · 18.4% of their software · price +$129M$993M−$108M
- AkamaiAKAM7,367,100 shares · 15.9% of their software · price +$108M$859MFlat
- Palo Alto NetworksPANW1,269,647 shares · 8.7% of their software · price +$62.2M$471M−$186M
- Kingsoft Cloud Holdings LimitedKC11,181,531 shares · 7.0% of their software · price −$60.3M$379M+$162M
- ShopifySHOP224,961 shares · 6.1% of their software · price +$79.7M$329M−$14.2M
- DatadogDDOG2,442,592 shares · 4.7% of their software · price +$50.7M$254M+$82.7M
- PalantirPLTR9,345,107 shares · 4.6% of their software · price +$28.7M$246MFlat
- DropboxDBX6,556,465 shares · 3.7% of their software · price +$23.9M$199M+$66.8M
- UnityU1,800,000 shares · 3.7% of their software · price +$17.1M$198M−$300M
- SalesforceCRM693,317 shares · 3.1% of their software · price +$22.5M$169M+$27.8M
- Manhattan AssociatesMANH925,504 shares · 2.5% of their software · price +$25.4M$134MFlat
- OracleORCL1,280,713 shares · 1.8% of their software · price +$9.8M$99.7M−$42.2M
- Uber Technologies, Inc.UBER1,926,034 shares · 1.8% of their software · price −$8.5M$96.5M+$23.0M
- PagSeguro Digital Ltd.PAGS1,509,237 shares · 1.6% of their software · price +$14.5M$84.4MFlat
- SnowflakeSNOW340,837 shares · 1.5% of their software · price +$4.3M$82.4M+$23.7M
- Tuya Inc.TUYA2,853,900 shares · 1.3% of their software · price +$9.6M$69.9M+$704K
- Automatic Data Processing, Inc.ADP342,401 shares · 1.3% of their software · price +$3.5M$68.0M+$48.5M
- AutodeskADSK211,951 shares · 1.1% of their software · price +$3.1M$61.9M+$31.4M
- VeevaVEEV172,936 shares · 1.0% of their software · price +$8.6M$53.8M−$11.4M
- TwilioTWLO135,272 shares · 1.0% of their software · price +$7.2M$53.3M−$32.4M
- AdobeADBE83,784 shares · 0.9% of their software · price +$9.2M$49.1M−$100M
- WorkdayWDAY179,234 shares · 0.8% of their software · price −$1.7M$42.8M−$4.4M
- CrowdStrikeCRWD152,537 shares · 0.7% of their software · price +$10.5M$38.3M−$40.7M
- ZscalerZS152,440 shares · 0.6% of their software · price +$6.8M$32.9M+$25.4M
- Commerce.com, Inc.CMRC462,052 shares · 0.6% of their software · price +$3.3M$30.0M+$5.6M
- RingCentralRNG93,433 shares · 0.5% of their software · price −$682K$27.2M+$24.2M
- Roper Technologies, Inc.ROP55,955 shares · 0.5% of their software · price +$3.7M$26.3M+$14.2M
- ZoomZM56,349 shares · 0.4% of their software · price +$3.7M$21.8M+$18.1M
- FastlyFSLY357,872 shares · 0.4% of their software · price −$2.7M$21.3M+$19.3M
- IntuitINTU42,230 shares · 0.4% of their software · price +$4.5M$20.7M+$16.1M
- Agora, Inc.API474,820 shares · 0.4% of their software · price −$3.9M$19.9MNew · +$23.9M
- Upbound Group, Inc.UPBD282,200 shares · 0.3% of their software · price −$1.3M$15.0MFlat
- ServiceNowNOW24,314 shares · 0.2% of their software · price +$1.2M$13.4M+$4.1M
- CoStarCSGP142,640 shares · 0.2% of their software · price −$105M$11.8M+$108M
- CadenceCDNS79,066 shares · 0.2% of their software$10.8M+$10.3M
- Block, Inc.XYZ42,880 shares · 0.2% of their software · price +$718K$10.5M+$6.2M
- Paychex, Inc.PAYX90,252 shares · 0.2% of their software · price +$838K$9.7M−$10.3M
- FortinetFTNT34,994 shares · 0.2% of their software · price +$1.9M$8.3M+$6.0M
- VaronisVRNS140,748 shares · 0.2% of their software · price +$884K$8.1M+$5.0M
- Fiserv, Inc.FISV74,910 shares · 0.1% of their software · price −$910K$8.0M−$43.8M
- BlackLineBL56,169 shares · 0.1% of their software$6.3M+$5.4M
- SynopsysSNPS22,076 shares · 0.1% of their software · price +$618K$6.1M+$578K
- BoxBOX223,627 shares · 0.1% of their software · price +$579K$5.7M−$4.8M
- The Trade DeskTTD55,445 shares · 0.1% of their software · price −$31.8M$4.3M+$35.9M
- LiveRamp Holdings, Inc.RAMP88,000 shares · 0.1% of their software$4.1MFlat
- AsanaASAN65,000 shares · 0.1% of their software · price +$2.2M$4.0MNew · +$1.9M
- InterDigital, Inc.IDCC47,300 shares · 0.1% of their software$3.5MFlat
- NetApp, Inc.NTAP40,134 shares · 0.1% of their software$3.3M−$5.1M
- Sprout SocialSPT35,000 shares · 0.1% of their software · price +$1.1M$3.1MNew · +$2.0M
- TrimbleTRMB32,474 shares · 0.0% of their software$2.7MFlat
- VeriSign, Inc.VRSN11,046 shares · 0.0% of their software$2.5M−$1.2M
- BroadridgeBR15,392 shares · 0.0% of their software$2.5M+$1.8M
- MongoDBMDB6,843 shares · 0.0% of their software · price +$644K$2.5M+$1.3M
- SS&CSSNC28,000 shares · 0.0% of their software$2.0M−$6.5M
- OktaOKTA8,132 shares · 0.0% of their software$2.0M−$3.3M
- VeriskVRSK8,118 shares · 0.0% of their software$1.4M−$2.9M
- DocuSignDOCU3,806 shares · 0.0% of their software$1.1MFlat
- PaycomPAYC2,014 shares · 0.0% of their software$732KFlat
- GoDaddyGDDY8,271 shares · 0.0% of their software$720K−$833K
- HubSpotHUBS950 shares · 0.0% of their software$554K−$8.5M
- Gen DigitalGEN18,036 shares · 0.0% of their software$491KFlat
- Five9FIVN2,381 shares · 0.0% of their software$436K−$6.3M
- Tyler TechnologiesTYL699 shares · 0.0% of their software$316KNew · Flat
- BlackBerry LimitedBB25,467 shares · 0.0% of their software$312KFlat
- Rapid7RPD3,105 shares · 0.0% of their software$294KFlat
- ElasticESTC1,767 shares · 0.0% of their software$258K−$519K
- Lyft, Inc.LYFT2,381 shares · 0.0% of their software$144K−$1.1M
- PTCPTC919 shares · 0.0% of their software$130K−$3.6M
- Bandwidth Inc.BAND933 shares · 0.0% of their software$129KNew · Flat
- DynatraceDT972 shares · 0.0% of their software$57K−$503K
- PagerDutyPD1,255 shares · 0.0% of their software$53KNew · Flat
- CloudflareNET337 shares · 0.0% of their software$36KFlat
- AppianAPPN163 shares · 0.0% of their software$22KFlat
- BILLBILL113 shares · 0.0% of their software$21KFlat
- WixWIX30 shares · 0.0% of their software$9KFlat
- F5, Inc.FFIV10 shares · 0.0% of their software$2KFlat
- Amdocs LimitedDOX10 shares · 0.0% of their software$1KFlat