Generalist · Toronto Ontario, Canada
Canada Pension Plan Investment Board
Q1 2022 · compared with Q4 2021
- Software
- $5.4B
- Weight of 13F
- 7.3%
- Names
- 108
- Net bought
- −$1.3B
Filed 13 May 2022 · SEC filing.
1,294 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 · 29.8% of their software · price −$90.8M$1.6BFlat
- AkamaiAKAM7,375,349 shares · 16.2% of their software · price +$17.3M$881MFlat
- MicrosoftMSFT2,632,843 shares · 14.9% of their software · price −$73.7M$812M−$471M
- Palo Alto NetworksPANW731,888 shares · 8.4% of their software · price +$48.1M$456M−$112M
- DatadogDDOG1,965,124 shares · 5.5% of their software · price −$52.4M$298M−$31.7M
- N-ableNABL17,792,873 shares · 3.0% of their software · price −$35.6M$162MFlat
- ShopifySHOP226,161 shares · 2.8% of their software · price −$159M$153M−$26.4M
- Uber Technologies, Inc.UBER2,970,308 shares · 1.9% of their software · price −$18.6M$106M−$17.0M
- Manhattan AssociatesMANH737,648 shares · 1.9% of their software · price −$12.4M$102MFlat
- PalantirPLTR7,030,157 shares · 1.8% of their software · price −$31.5M$96.5MFlat
- SalesforceCRM437,233 shares · 1.7% of their software · price −$18.3M$92.8M−$36.4M
- OracleORCL1,050,486 shares · 1.6% of their software · price −$4.7M$86.9M−$55.3M
- ServiceNowNOW140,250 shares · 1.4% of their software · price −$12.9M$78.1M+$10.0M
- SnowflakeSNOW338,333 shares · 1.4% of their software · price −$37.1M$77.5M−$2.1M
- Kingsoft Cloud Holdings LimitedKC11,020,908 shares · 1.2% of their software · price −$107M$66.9MFlat
- Automatic Data Processing, Inc.ADP167,394 shares · 0.7% of their software · price −$3.2M$38.1M−$120M
- PagSeguro Digital Ltd.PAGS1,224,647 shares · 0.5% of their software · price −$7.6M$24.6MFlat
- Commerce.com, Inc.CMRC991,015 shares · 0.4% of their software · price −$13.3M$21.7MFlat
- AdobeADBE47,211 shares · 0.4% of their software · price −$5.3M$21.5M−$110M
- Roper Technologies, Inc.ROP36,933 shares · 0.3% of their software · price −$725K$17.4M−$1.6M
- AutodeskADSK77,033 shares · 0.3% of their software · price −$5.1M$16.5M−$3.7M
- VeevaVEEV73,233 shares · 0.3% of their software · price −$3.2M$15.6M−$29.8M
- ZscalerZS63,018 shares · 0.3% of their software · price −$5.0M$15.2M+$19.8M
- Full Truck Alliance Co. Ltd.YMM2,129,200 shares · 0.3% of their software · price −$3.6M$14.2M+$4.0M
- OpenTextOTEX309,399 shares · 0.2% of their software · price −$1.6M$13.1M+$3.8M
- ZoomInfoZI200,833 shares · 0.2% of their software$12.0M—
- SynopsysSNPS29,085 shares · 0.2% of their software · price −$1.0M$9.7M−$4.5M
- Tuya Inc.TUYA2,853,900 shares · 0.2% of their software · price −$9.4M$8.4MFlat
- Paychex, Inc.PAYX61,220 shares · 0.2% of their software$8.4M−$25.7M
- Check PointCHKP56,800 shares · 0.1% of their software · price +$1.2M$7.9MFlat
- VeriSign, Inc.VRSN35,029 shares · 0.1% of their software · price −$1.1M$7.8M+$1.2M
- Upbound Group, Inc.UPBD282,200 shares · 0.1% of their software · price −$6.4M$7.1MFlat
- SS&CSSNC94,664 shares · 0.1% of their software · price −$659K$7.1M+$4.3M
- MagniteMGNI525,386 shares · 0.1% of their software · price −$2.3M$6.9MNew · +$9.2M
- Agora, Inc.API687,320 shares · 0.1% of their software · price −$4.3M$6.8M−$3.8M
- RingCentralRNG48,288 shares · 0.1% of their software · price −$3.4M$5.7MFlat
- TwilioTWLO29,168 shares · 0.1% of their software · price −$2.9M$4.8M−$556K
- QualysQLYS33,400 shares · 0.1% of their software$4.8M+$3.3M
- MongoDBMDB10,425 shares · 0.1% of their software · price −$894K$4.6MFlat
- TrimbleTRMB46,706 shares · 0.1% of their software · price −$703K$3.4M−$1.9M
- WixWIX30,930 shares · 0.1% of their software · price −$1.6M$3.2M−$11.3M
- FastlyFSLY175,400 shares · 0.1% of their software · price −$3.2M$3.0M−$27.4M
- InterDigital, Inc.IDCC47,300 shares · 0.1% of their software$3.0MFlat
- International Money Express, Inc.IMXI137,000 shares · 0.1% of their software · price +$637K$2.8MNew · +$2.2M
- Block, Inc.XYZ20,013 shares · 0.0% of their software · price −$519K$2.7MFlat
- CrowdStrikeCRWD10,124 shares · 0.0% of their software$2.3M−$43.2M
- FortinetFTNT6,444 shares · 0.0% of their software$2.2M−$842K
- YextYEXT309,000 shares · 0.0% of their software · price −$936K$2.1MNew · +$3.1M
- ACI WorldwideACIW56,400 shares · 0.0% of their software$1.8M−$1.1M
- NetApp, Inc.NTAP20,510 shares · 0.0% of their software$1.7M−$4.2M
- WorkdayWDAY6,319 shares · 0.0% of their software$1.5M−$1.7M
- LightspeedLSPD47,595 shares · 0.0% of their software$1.5M−$2.3M
- PaycomPAYC4,162 shares · 0.0% of their software$1.4M+$844K
- The Trade DeskTTD19,936 shares · 0.0% of their software$1.4M−$3.3M
- CoStarCSGP18,792 shares · 0.0% of their software$1.3M−$14.1M
- SentinelOneS29,000 shares · 0.0% of their software$1.1MNew · +$1.5M
- CloudflareNET8,913 shares · 0.0% of their software$1.1M+$1.1M
- OktaOKTA6,921 shares · 0.0% of their software · price −$507K$1.0M−$3.5M
- DocuSignDOCU7,765 shares · 0.0% of their software$832K−$13.3M
- DoximityDOCS14,300 shares · 0.0% of their software$745KNew · +$717K
- ZoomZM6,310 shares · 0.0% of their software$740K−$5.3M
- Gen DigitalGEN25,974 shares · 0.0% of their software$688KFlat
- FactSetFDS1,500 shares · 0.0% of their software$651K−$4.1M
- CadenceCDNS3,910 shares · 0.0% of their software$643K−$8.1M
- JFrogFROG23,700 shares · 0.0% of their software$639K−$1.4M
- ProcorePCOR10,700 shares · 0.0% of their software$620KNew · +$856K
- DigitalOceanDOCN9,900 shares · 0.0% of their software$573KNew · +$795K
- DropboxDBX21,710 shares · 0.0% of their software$505KFlat
- UnityU5,000 shares · 0.0% of their software$496K+$624K
- IntuitINTU973 shares · 0.0% of their software$468K−$85.1M
- TenableTENB7,890 shares · 0.0% of their software$456KNew · Flat
- Five9FIVN3,799 shares · 0.0% of their software$419K−$34.2M
- GoDaddyGDDY5,011 shares · 0.0% of their software$419KFlat
- Cognyte Software Ltd.CGNT36,200 shares · 0.0% of their software$409KFlat
- DescartesDSGX5,500 shares · 0.0% of their software$403KNew · Flat
- VeriskVRSK1,861 shares · 0.0% of their software$399K−$11.0M
- WEX Inc.WEX2,200 shares · 0.0% of their software$393KNew · Flat
- CourseraCOUR16,900 shares · 0.0% of their software$389K−$5.8M
- AsanaASAN9,713 shares · 0.0% of their software$388K−$3.1M
- Amdocs LimitedDOX4,537 shares · 0.0% of their software$373KFlat
- Fair IsaacFICO800 shares · 0.0% of their software$373KNew · Flat
- NutanixNTNX13,500 shares · 0.0% of their software$362KFlat
- DuolingoDUOL3,600 shares · 0.0% of their software$342KNew · Flat
- ElasticESTC3,764 shares · 0.0% of their software$335KFlat
- HubSpotHUBS682 shares · 0.0% of their software$324KFlat
- nCinoNCNO6,936 shares · 0.0% of their software$284KNew · Flat
- BILLBILL1,198 shares · 0.0% of their software$272KNew · Flat
- BoxBOX8,910 shares · 0.0% of their software$259K−$10.0M
- UiPathPATH12,000 shares · 0.0% of their software$259KNew · +$518K
- PTCPTC2,200 shares · 0.0% of their software$237KNew · Flat
- AppianAPPN3,777 shares · 0.0% of their software$230KNew · Flat
- Sprout SocialSPT2,500 shares · 0.0% of their software$200KNew · Flat
- GuidewireGWRE1,900 shares · 0.0% of their software$180KNew · Flat
- WorkivaWK1,500 shares · 0.0% of their software$177K−$1.7M
- PaylocityPCTY700 shares · 0.0% of their software$144KNew · Flat
- BlackLineBL1,800 shares · 0.0% of their software$132K−$9.5M
- Fiserv, Inc.FISV1,293 shares · 0.0% of their software$131KFlat
- Rapid7RPD866 shares · 0.0% of their software$96KFlat
- SchrödingerSDGR2,801 shares · 0.0% of their software$96K−$603K
- F5, Inc.FFIV410 shares · 0.0% of their software$86K−$15.3M
- DynatraceDT1,800 shares · 0.0% of their software$85KNew · Flat
- BroadridgeBR527 shares · 0.0% of their software$82KFlat
- Digital TurbineAPPS1,657 shares · 0.0% of their software$73KNew · Flat
- SimilarwebSMWB4,500 shares · 0.0% of their software$58KFlat
- Q2QTWO800 shares · 0.0% of their software$49KNew · Flat
- TeradataTDC900 shares · 0.0% of their software$44KNew · Flat
- C3.aiAI1,472 shares · 0.0% of their software$34KFlat
- VaronisVRNS590 shares · 0.0% of their software$28KFlat