Generalist · Toronto Ontario, Canada
Canada Pension Plan Investment Board
Q4 2021 · compared with Q3 2021
- Software
- $7.4B
- Weight of 13F
- 7.9%
- Names
- 92
- Net bought
- +$230M
Filed 14 February 2022 · SEC filing.
1,423 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 AGSRAD97,607,178 shares · 23.1% of their software · price −$494M$1.7B+$409M
- MicrosoftMSFT4,031,881 shares · 18.2% of their software · price +$219M$1.4B−$56.0M
- AkamaiAKAM7,375,930 shares · 11.6% of their software · price +$91.8M$863MFlat
- Palo Alto NetworksPANW932,882 shares · 7.0% of their software · price +$72.5M$519M−$26.3M
- DatadogDDOG2,143,372 shares · 5.1% of their software · price +$78.8M$382M−$34.6M
- ShopifySHOP245,361 shares · 4.6% of their software · price +$5.3M$338M−$11.7M
- N-ableNABL17,792,873 shares · 2.7% of their software · price −$23.3M$198MFlat
- Kingsoft Cloud Holdings LimitedKC10,931,908 shares · 2.3% of their software · price −$137M$172MFlat
- Automatic Data Processing, Inc.ADP652,780 shares · 2.2% of their software · price +$30.5M$161M+$24.6M
- SalesforceCRM580,501 shares · 2.0% of their software · price −$9.9M$148M−$84.6M
- OracleORCL1,684,476 shares · 2.0% of their software$147M+$15.5M
- Uber Technologies, Inc.UBER3,374,859 shares · 1.9% of their software · price −$9.7M$142M+$1.7M
- AdobeADBE241,054 shares · 1.8% of their software · price −$2.1M$137M+$64.7M
- PalantirPLTR7,000,553 shares · 1.7% of their software · price −$40.8M$127M−$43.5M
- SnowflakeSNOW344,412 shares · 1.6% of their software · price +$12.5M$117M−$80.3M
- Manhattan AssociatesMANH734,827 shares · 1.5% of their software · price +$1.8M$114MFlat
- IntuitINTU133,271 shares · 1.2% of their software · price +$13.8M$85.7M+$29.4M
- ServiceNowNOW124,796 shares · 1.1% of their software · price +$3.3M$81.0M+$46.2M
- VeevaVEEV189,695 shares · 0.7% of their software · price −$6.2M$48.5M−$14.7M
- CrowdStrikeCRWD221,256 shares · 0.6% of their software · price −$9.1M$45.3M+$9.7M
- Commerce.com, Inc.CMRC990,543 shares · 0.5% of their software · price −$15.1M$35.0MFlat
- Five9FIVN252,686 shares · 0.5% of their software · price −$5.7M$34.7M+$11.8M
- Paychex, Inc.PAYX249,649 shares · 0.5% of their software · price +$6.0M$34.1M−$8.4M
- FastlyFSLY948,537 shares · 0.5% of their software · price −$4.7M$33.6MNew · +$38.4M
- PagSeguro Digital Ltd.PAGS1,224,647 shares · 0.4% of their software · price −$31.2M$32.1MFlat
- AutodeskADSK90,134 shares · 0.3% of their software$25.3M−$28.9M
- Roper Technologies, Inc.ROP40,209 shares · 0.3% of their software · price +$1.8M$19.8MFlat
- Tuya Inc.TUYA2,853,900 shares · 0.2% of their software · price −$8.0M$17.8MFlat
- WixWIX102,468 shares · 0.2% of their software · price −$3.9M$16.2M+$17.9M
- CoStarCSGP197,150 shares · 0.2% of their software · price −$1.4M$15.6M−$806K
- F5, Inc.FFIV62,810 shares · 0.2% of their software · price +$2.9M$15.4M+$12.5M
- ZoomInfoZI237,864 shares · 0.2% of their software$15.3M—
- SynopsysSNPS41,340 shares · 0.2% of their software · price +$2.9M$15.2MFlat
- Agora, Inc.API921,220 shares · 0.2% of their software · price −$11.8M$14.9M+$12.9M
- DocuSignDOCU94,866 shares · 0.2% of their software · price −$10.0M$14.4M+$18.3M
- Full Truck Alliance Co. Ltd.YMM1,649,900 shares · 0.2% of their software · price −$11.5M$13.8MNew · +$25.3M
- Upbound Group, Inc.UPBD282,200 shares · 0.2% of their software · price −$2.3M$13.6MFlat
- VeriskVRSK50,019 shares · 0.2% of their software · price +$1.4M$11.4M−$36.5M
- OpenTextOTEX229,599 shares · 0.1% of their software$10.9MNew · +$11.2M
- BoxBOX388,957 shares · 0.1% of their software · price +$980K$10.2M+$3.9M
- BlackLineBL93,596 shares · 0.1% of their software · price −$1.4M$9.7M−$941K
- RingCentralRNG48,288 shares · 0.1% of their software · price −$1.5M$9.0MFlat
- CadenceCDNS47,421 shares · 0.1% of their software · price +$1.7M$8.8M−$2.6M
- TwilioTWLO31,278 shares · 0.1% of their software · price −$1.7M$8.2M−$27.1M
- VeriSign, Inc.VRSN30,484 shares · 0.1% of their software · price +$1.5M$7.7M−$2.3M
- Check PointCHKP56,800 shares · 0.1% of their software$6.6M+$3.3M
- ZoomZM34,891 shares · 0.1% of their software · price −$2.7M$6.4MFlat
- CourseraCOUR255,800 shares · 0.1% of their software · price −$1.8M$6.3MNew · +$8.1M
- NetApp, Inc.NTAP66,508 shares · 0.1% of their software$6.1M+$860K
- TrimbleTRMB68,068 shares · 0.1% of their software$5.9M−$17.3M
- MongoDBMDB9,962 shares · 0.1% of their software · price +$576K$5.3MFlat
- The Trade DeskTTD56,277 shares · 0.1% of their software · price +$1.2M$5.2M−$1.8M
- OktaOKTA22,482 shares · 0.1% of their software$5.0MFlat
- FactSetFDS10,000 shares · 0.1% of their software · price +$912K$4.9MNew · +$3.9M
- LightspeedLSPD105,700 shares · 0.1% of their software · price −$5.9M$4.3MNew · +$10.2M
- AsanaASAN50,900 shares · 0.1% of their software · price −$1.5M$3.8M+$2.2M
- SS&CSSNC42,274 shares · 0.0% of their software · price +$532K$3.5M−$7.7M
- WorkdayWDAY12,527 shares · 0.0% of their software$3.4M−$8.5M
- InterDigital, Inc.IDCC47,300 shares · 0.0% of their software$3.4MFlat
- Block, Inc.XYZ20,338 shares · 0.0% of their software · price −$1.6M$3.3M−$11.3M
- FortinetFTNT8,788 shares · 0.0% of their software · price +$592K$3.2M−$9.6M
- ACI WorldwideACIW89,400 shares · 0.0% of their software$3.1MNew · +$2.7M
- JFrogFROG72,500 shares · 0.0% of their software$2.2M+$2.3M
- WorkivaWK14,900 shares · 0.0% of their software$1.9MFlat
- PegasystemsPEGA16,000 shares · 0.0% of their software$1.8MFlat
- QualysQLYS9,200 shares · 0.0% of their software$1.3M−$4.0M
- Rekor Systems, Inc.REKR184,000 shares · 0.0% of their software · price −$909K$1.2MNew · +$2.1M
- PaycomPAYC2,128 shares · 0.0% of their software$883KFlat
- SchrödingerSDGR20,100 shares · 0.0% of their software$700KNew · +$1.1M
- Cognyte Software Ltd.CGNT36,200 shares · 0.0% of their software$567KNew · +$744K
- Gen DigitalGEN19,419 shares · 0.0% of their software$505KFlat
- ZscalerZS1,552 shares · 0.0% of their software$499K−$4.7M
- Fiserv, Inc.FISV4,512 shares · 0.0% of their software$468K−$2.6M
- DropboxDBX14,710 shares · 0.0% of their software$361KFlat
- HubSpotHUBS504 shares · 0.0% of their software$332KFlat
- OneSpan Inc.OSPN17,000 shares · 0.0% of their software$288KNew · Flat
- A10 Networks, Inc.ATEN16,000 shares · 0.0% of their software$265K−$539K
- BlackBerry LimitedBB25,467 shares · 0.0% of their software$238KFlat
- Lyft, Inc.LYFT3,756 shares · 0.0% of their software$160K−$2.9M
- CloudflareNET787 shares · 0.0% of their software$104KFlat
- Amdocs LimitedDOX1,227 shares · 0.0% of their software$92KFlat
- UnityU637 shares · 0.0% of their software$91K−$551K
- ElasticESTC729 shares · 0.0% of their software$90KFlat
- Rapid7RPD767 shares · 0.0% of their software$90KFlat
- SimilarwebSMWB4,500 shares · 0.0% of their software$81KNew · Flat
- Bandwidth Inc.BAND754 shares · 0.0% of their software$54KFlat
- Tyler TechnologiesTYL92 shares · 0.0% of their software$49KFlat
- VaronisVRNS436 shares · 0.0% of their software$21KFlat
- NutanixNTNX630 shares · 0.0% of their software$20KNew · Flat
- C3.aiAI172 shares · 0.0% of their software$5KNew · Flat
- BroadridgeBR27 shares · 0.0% of their software$5K−$1.9M
- GoDaddyGDDY10 shares · 0.0% of their software$1KFlat