Generalist · Toronto Ontario, Canada
Canada Pension Plan Investment Board
Q3 2021 · compared with Q2 2021
- Software
- $7.5B
- Weight of 13F
- 8.5%
- Names
- 90
- Net bought
- +$2.1B
Filed 15 November 2021 · SEC filing.
1,360 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
- Sportradar Group AGSRAD79,542,085 shares · 24.0% of their software$1.8BNew · +$1.8B
- MicrosoftMSFT4,230,501 shares · 15.9% of their software · price +$46.6M$1.2B+$153M
- AkamaiAKAM7,429,937 shares · 10.4% of their software · price −$89.2M$777MFlat
- Palo Alto NetworksPANW987,861 shares · 6.3% of their software · price +$107M$473M−$105M
- ShopifySHOP253,961 shares · 4.6% of their software · price −$26.7M$345M+$42.4M
- DatadogDDOG2,388,276 shares · 4.5% of their software · price +$89.0M$338M−$5.7M
- Kingsoft Cloud Holdings LimitedKC10,934,531 shares · 4.1% of their software · price −$61.3M$310M−$8.4M
- SalesforceCRM892,335 shares · 3.2% of their software · price +$24.0M$242M+$48.6M
- N-ableNABL17,792,873 shares · 2.9% of their software$221MNew · +$221M
- PalantirPLTR8,809,375 shares · 2.8% of their software · price −$20.4M$212M−$14.1M
- SnowflakeSNOW610,036 shares · 2.5% of their software · price +$37.0M$184M+$65.1M
- Uber Technologies, Inc.UBER3,335,972 shares · 2.0% of their software · price −$17.7M$149M+$70.7M
- OracleORCL1,507,019 shares · 1.7% of their software · price +$14.0M$131M+$17.6M
- Manhattan AssociatesMANH734,760 shares · 1.5% of their software · price +$6.0M$112M−$27.6M
- Automatic Data Processing, Inc.ADP529,975 shares · 1.4% of their software · price +$689K$106M+$37.3M
- AdobeADBE128,591 shares · 1.0% of their software · price −$1.3M$74.0M+$26.2M
- VeevaVEEV240,606 shares · 0.9% of their software · price −$5.5M$69.3M+$21.0M
- PagSeguro Digital Ltd.PAGS1,224,647 shares · 0.8% of their software · price −$5.1M$63.3M−$15.9M
- AutodeskADSK191,309 shares · 0.7% of their software · price −$1.3M$54.6M−$6.0M
- Commerce.com, Inc.CMRC990,543 shares · 0.7% of their software · price −$14.1M$50.2M+$34.3M
- VeriskVRSK232,139 shares · 0.6% of their software · price +$5.9M$46.5M+$39.1M
- CrowdStrikeCRWD181,855 shares · 0.6% of their software · price −$1.0M$44.7M+$7.4M
- IntuitINTU78,720 shares · 0.6% of their software · price +$3.9M$42.5M+$17.9M
- TwilioTWLO116,270 shares · 0.5% of their software · price −$8.7M$37.1M−$7.5M
- Paychex, Inc.PAYX324,002 shares · 0.5% of their software · price +$1.7M$36.4M+$25.1M
- ServiceNowNOW50,628 shares · 0.4% of their software · price +$3.7M$31.5M+$14.5M
- Five9FIVN179,122 shares · 0.4% of their software · price −$4.2M$28.6M+$32.4M
- Tuya Inc.TUYA2,853,900 shares · 0.3% of their software · price −$44.0M$25.9MFlat
- TrimbleTRMB278,280 shares · 0.3% of their software$22.9M+$20.1M
- Roper Technologies, Inc.ROP40,278 shares · 0.2% of their software · price −$969K$18.0M−$7.4M
- CoStarCSGP206,519 shares · 0.2% of their software · price +$669K$17.8M+$5.3M
- Block, Inc.XYZ67,440 shares · 0.2% of their software$16.2M+$6.0M
- Upbound Group, Inc.UPBD282,200 shares · 0.2% of their software · price +$886K$15.9MFlat
- Agora, Inc.API474,820 shares · 0.2% of their software · price −$6.2M$13.8MFlat
- ZoomInfoZI198,400 shares · 0.2% of their software$12.1MNew
- FortinetFTNT41,513 shares · 0.2% of their software · price +$2.2M$12.1M+$1.6M
- BlackLineBL101,570 shares · 0.2% of their software · price +$690K$12.0M+$5.1M
- SynopsysSNPS39,967 shares · 0.2% of their software · price +$944K$12.0M+$4.9M
- WorkdayWDAY46,439 shares · 0.2% of their software · price +$518K$11.6M−$31.7M
- SS&CSSNC153,893 shares · 0.1% of their software$10.7M+$9.1M
- RingCentralRNG48,288 shares · 0.1% of their software · price −$3.5M$10.5M−$13.1M
- DigitalOceanDOCN128,000 shares · 0.1% of their software · price +$2.8M$9.9MNew · +$7.1M
- CadenceCDNS64,881 shares · 0.1% of their software · price +$949K$9.8M−$1.9M
- ZoomZM34,726 shares · 0.1% of their software · price −$4.4M$9.1M−$8.4M
- VeriSign, Inc.VRSN41,946 shares · 0.1% of their software · price −$951K$8.6M+$7.0M
- DocuSignDOCU23,645 shares · 0.1% of their software · price −$524K$6.1M+$5.5M
- The Trade DeskTTD81,312 shares · 0.1% of their software · price −$574K$5.7M+$2.0M
- BoxBOX223,627 shares · 0.1% of their software$5.3MFlat
- ZscalerZS19,525 shares · 0.1% of their software · price +$901K$5.1M−$28.7M
- NetApp, Inc.NTAP56,927 shares · 0.1% of their software$5.1M+$1.4M
- QualysQLYS44,700 shares · 0.1% of their software$5.0MNew · +$4.5M
- OktaOKTA20,828 shares · 0.1% of their software$4.9M+$3.1M
- MongoDBMDB9,960 shares · 0.1% of their software · price +$1.1M$4.7M+$1.1M
- InterDigital, Inc.IDCC47,300 shares · 0.0% of their software$3.2MFlat
- DomoDOMO37,900 shares · 0.0% of their software$3.2MNew
- Fiserv, Inc.FISV28,910 shares · 0.0% of their software$3.1M−$4.9M
- AsanaASAN30,000 shares · 0.0% of their software · price +$1.3M$3.1MSplit
- Check PointCHKP27,400 shares · 0.0% of their software$3.1MNew · +$3.2M
- Lyft, Inc.LYFT57,381 shares · 0.0% of their software$3.1M+$3.3M
- Bentley SystemsBSY46,500 shares · 0.0% of their software$2.8MNew · +$3.0M
- Sprout SocialSPT23,000 shares · 0.0% of their software · price +$748K$2.8M−$1.1M
- WorkivaWK18,300 shares · 0.0% of their software · price +$542K$2.6MNew · +$2.0M
- WixWIX11,368 shares · 0.0% of their software · price −$1.1M$2.2M+$3.3M
- PegasystemsPEGA16,000 shares · 0.0% of their software$2.0MNew · +$2.2M
- LiveRamp Holdings, Inc.RAMP43,000 shares · 0.0% of their software$2.0M−$2.1M
- BroadridgeBR11,392 shares · 0.0% of their software$1.9M−$646K
- TeradataTDC23,000 shares · 0.0% of their software$1.3MNew · +$1.1M
- CommvaultCVLT17,000 shares · 0.0% of their software$1.3MNew · +$1.3M
- EVERTEC, Inc.EVTC24,000 shares · 0.0% of their software$1.1MNew · +$1.0M
- Calix, Inc.CALX21,000 shares · 0.0% of their software$1.0MNew · +$998K
- PaycomPAYC2,054 shares · 0.0% of their software$1.0MFlat
- A10 Networks, Inc.ATEN56,000 shares · 0.0% of their software$755KNew · +$631K
- UnityU5,000 shares · 0.0% of their software$631K−$197M
- HubSpotHUBS733 shares · 0.0% of their software$496KFlat
- Gen DigitalGEN17,284 shares · 0.0% of their software$437KFlat
- DropboxDBX13,095 shares · 0.0% of their software$383K−$198M
- BlackBerry LimitedBB25,467 shares · 0.0% of their software$248KFlat
- Tyler TechnologiesTYL491 shares · 0.0% of their software$225KFlat
- Rapid7RPD1,573 shares · 0.0% of their software$178KFlat
- CloudflareNET1,079 shares · 0.0% of their software$122KFlat
- JFrogFROG3,100 shares · 0.0% of their software$104KNew · Flat
- ElasticESTC624 shares · 0.0% of their software$93KFlat
- Bandwidth Inc.BAND959 shares · 0.0% of their software$87KFlat
- Amdocs LimitedDOX1,085 shares · 0.0% of their software$82KFlat
- VaronisVRNS949 shares · 0.0% of their software$58K−$8.1M
- PTCPTC229 shares · 0.0% of their software$28KFlat
- DynatraceDT287 shares · 0.0% of their software$20KFlat
- PagerDutyPD137 shares · 0.0% of their software$6KFlat
- F5, Inc.FFIV10 shares · 0.0% of their software$2KFlat
- GoDaddyGDDY10 shares · 0.0% of their software$1K−$718K