Generalist · Toronto Ontario, Canada
Canada Pension Plan Investment Board
Q2 2022 · compared with Q1 2022
- Software
- $3.8B
- Weight of 13F
- 6.3%
- Names
- 109
- Net bought
- +$2.5B
Filed 12 August 2022 · SEC filing.
1,233 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 AGSRAD97,616,832 shares · 20.4% of their software · price −$853M$771MFlat
- AkamaiAKAM7,377,449 shares · 17.8% of their software · price −$207M$674MFlat
- MicrosoftMSFT2,397,333 shares · 16.3% of their software · price −$123M$616M−$72.6M
- Palo Alto NetworksPANW733,788 shares · 9.6% of their software · price −$94.3M$362MFlat
- DatadogDDOG1,849,114 shares · 4.7% of their software · price −$104M$176M−$17.6M
- N-ableNABL17,792,873 shares · 4.2% of their software · price −$1.8M$160MFlat
- Manhattan AssociatesMANH997,415 shares · 3.0% of their software · price −$24.0M$114M+$36.0M
- ShopifySHOP3,481,000 shares · 2.9% of their software · price −$2.2B$109M+$2.2B
- SalesforceCRM477,689 shares · 2.1% of their software · price −$22.6M$78.8M+$8.6M
- Block, Inc.XYZ1,089,012 shares · 1.8% of their software · price −$80.7M$66.9M+$145M
- ServiceNowNOW136,901 shares · 1.7% of their software · price −$11.1M$65.1M−$1.9M
- PalantirPLTR7,074,857 shares · 1.7% of their software · price −$33.0M$64.2MFlat
- Uber Technologies, Inc.UBER2,970,308 shares · 1.6% of their software · price −$45.2M$60.8MFlat
- Kingsoft Cloud Holdings LimitedKC11,072,308 shares · 1.3% of their software · price −$17.9M$49.3MFlat
- SnowflakeSNOW342,933 shares · 1.3% of their software · price −$30.9M$47.7M+$1.1M
- FortinetFTNT522,920 shares · 0.8% of their software · price −$149M$29.6M+$177M
- AdobeADBE69,711 shares · 0.7% of their software · price −$6.2M$25.5M+$10.3M
- ZoomZM213,924 shares · 0.6% of their software · price −$2.0M$23.1M+$24.3M
- VeevaVEEV105,033 shares · 0.6% of their software · price −$1.5M$20.8M+$6.8M
- Full Truck Alliance Co. Ltd.YMM2,129,200 shares · 0.5% of their software · price +$5.1M$19.3MFlat
- Roper Technologies, Inc.ROP43,533 shares · 0.5% of their software · price −$3.4M$17.2M+$3.1M
- Automatic Data Processing, Inc.ADP78,425 shares · 0.4% of their software · price −$1.4M$16.5M−$20.2M
- IntuitINTU37,084 shares · 0.4% of their software · price −$3.5M$14.3M+$17.4M
- PagSeguro Digital Ltd.PAGS1,224,647 shares · 0.3% of their software · price −$12.0M$12.5MFlat
- OpenTextOTEX315,799 shares · 0.3% of their software · price −$1.4M$11.9MFlat
- ZscalerZS79,118 shares · 0.3% of their software · price −$7.3M$11.8M+$3.9M
- Check PointCHKP90,800 shares · 0.3% of their software · price −$1.5M$11.1M+$4.7M
- SynopsysSNPS32,185 shares · 0.3% of their software · price −$952K$9.8M+$1.0M
- WorkdayWDAY61,319 shares · 0.2% of their software · price −$6.1M$8.6M+$13.2M
- AutodeskADSK47,133 shares · 0.2% of their software · price −$2.0M$8.1M−$6.4M
- CrowdStrikeCRWD47,124 shares · 0.2% of their software · price −$2.8M$7.9M+$8.4M
- CadenceCDNS49,211 shares · 0.2% of their software · price −$710K$7.4M+$7.5M
- Paychex, Inc.PAYX64,820 shares · 0.2% of their software · price −$1.5M$7.4MFlat
- ZoomInfoZI212,533 shares · 0.2% of their software$7.1M—
- CloudflareNET131,613 shares · 0.2% of their software · price −$10.0M$5.8M+$14.7M
- Upbound Group, Inc.UPBD282,200 shares · 0.1% of their software · price −$1.6M$5.5MFlat
- CoStarCSGP75,492 shares · 0.1% of their software$4.6M+$3.8M
- VeriSign, Inc.VRSN24,429 shares · 0.1% of their software · price −$1.3M$4.1M−$2.4M
- SS&CSSNC64,164 shares · 0.1% of their software · price −$1.1M$3.7M−$2.3M
- OracleORCL51,829 shares · 0.1% of their software · price −$667K$3.6M−$82.6M
- TrimbleTRMB56,906 shares · 0.1% of their software · price −$792K$3.3M+$736K
- ElasticESTC48,164 shares · 0.1% of their software · price −$1.0M$3.3M+$3.9M
- WixWIX49,630 shares · 0.1% of their software · price −$1.9M$3.3M+$2.0M
- OktaOKTA34,121 shares · 0.1% of their software · price −$2.1M$3.1M+$4.1M
- QualysQLYS24,100 shares · 0.1% of their software$3.0M−$1.3M
- InterDigital, Inc.IDCC47,300 shares · 0.1% of their software$2.9MFlat
- MongoDBMDB9,925 shares · 0.1% of their software · price −$1.8M$2.6MFlat
- RingCentralRNG48,288 shares · 0.1% of their software · price −$3.1M$2.5MFlat
- DocuSignDOCU42,765 shares · 0.1% of their software · price −$2.1M$2.5M+$3.7M
- Lyft, Inc.LYFT184,310 shares · 0.1% of their software · price −$4.6M$2.4MNew · +$7.1M
- NetApp, Inc.NTAP32,010 shares · 0.1% of their software · price −$568K$2.1M+$955K
- PaycomPAYC6,462 shares · 0.0% of their software$1.8M+$797K
- SentinelOneS67,100 shares · 0.0% of their software · price −$1.0M$1.6M+$1.5M
- ACI WorldwideACIW56,400 shares · 0.0% of their software$1.5MFlat
- TwilioTWLO16,668 shares · 0.0% of their software · price −$1.4M$1.4M−$2.1M
- JFrogFROG66,100 shares · 0.0% of their software$1.4M+$1.1M
- FactSetFDS3,600 shares · 0.0% of their software$1.4M+$912K
- DropboxDBX59,510 shares · 0.0% of their software$1.2M+$879K
- Commerce.com, Inc.CMRC74,772 shares · 0.0% of their software$1.2M−$20.1M
- ProcorePCOR26,400 shares · 0.0% of their software$1.2M+$910K
- LightspeedLSPD47,595 shares · 0.0% of their software$1.1MFlat
- StoneCo Ltd.STNE136,000 shares · 0.0% of their software · price −$544K$1.0MNew · +$1.6M
- Gen DigitalGEN47,389 shares · 0.0% of their software$1.0M+$568K
- Bandwidth Inc.BAND51,600 shares · 0.0% of their software · price −$700K$971KNew · +$1.7M
- DescartesDSGX14,900 shares · 0.0% of their software$924K+$689K
- ToastTOST70,100 shares · 0.0% of their software · price −$616K$907KNew · +$1.5M
- GoDaddyGDDY12,910 shares · 0.0% of their software$899K+$661K
- TenableTENB19,200 shares · 0.0% of their software$872K+$654K
- WEX Inc.WEX5,470 shares · 0.0% of their software$851K+$584K
- GitLabGTLB15,800 shares · 0.0% of their software$840KNew · +$860K
- DynatraceDT20,100 shares · 0.0% of their software$793K+$862K
- DuolingoDUOL8,900 shares · 0.0% of their software$779K+$504K
- Five9FIVN8,099 shares · 0.0% of their software$738KFlat
- Fair IsaacFICO1,600 shares · 0.0% of their software$641KFlat
- VeriskVRSK3,361 shares · 0.0% of their software$582KFlat
- GuidewireGWRE7,300 shares · 0.0% of their software$518K+$511K
- Amdocs LimitedDOX5,510 shares · 0.0% of their software$459KFlat
- CourseraCOUR32,300 shares · 0.0% of their software$458KFlat
- HubSpotHUBS1,482 shares · 0.0% of their software$445KFlat
- BoxBOX16,110 shares · 0.0% of their software$405KFlat
- DigitalOceanDOCN9,800 shares · 0.0% of their software$405KFlat
- F5, Inc.FFIV2,610 shares · 0.0% of their software$399KFlat
- PaylocityPCTY2,200 shares · 0.0% of their software$384KFlat
- FastlyFSLY29,000 shares · 0.0% of their software$337K−$2.5M
- BILLBILL2,598 shares · 0.0% of their software$286KFlat
- BlackLineBL4,100 shares · 0.0% of their software$274KFlat
- The Trade DeskTTD6,500 shares · 0.0% of their software$272K−$930K
- FreshworksFRSH20,400 shares · 0.0% of their software$268KNew · Flat
- UiPathPATH11,900 shares · 0.0% of their software$216KFlat
- TeradataTDC5,800 shares · 0.0% of their software$215KFlat
- Global-EGLBE9,300 shares · 0.0% of their software$188KNew · Flat
- UnityU5,000 shares · 0.0% of their software$184KFlat
- AsanaASAN10,213 shares · 0.0% of their software$180KFlat
- NutanixNTNX10,900 shares · 0.0% of their software$159KFlat
- Cognyte Software Ltd.CGNT36,200 shares · 0.0% of their software$154KFlat
- Fiserv, Inc.FISV1,293 shares · 0.0% of their software$115KFlat
- Digital TurbineAPPS5,900 shares · 0.0% of their software$103KFlat
- nCinoNCNO3,336 shares · 0.0% of their software$103KFlat
- Sprout SocialSPT1,700 shares · 0.0% of their software$99KFlat
- WorkivaWK1,300 shares · 0.0% of their software$86KFlat
- AppianAPPN1,777 shares · 0.0% of their software$84KFlat
- SchrödingerSDGR2,801 shares · 0.0% of their software$74KFlat
- Bentley SystemsBSY2,000 shares · 0.0% of their software$67KNew · Flat
- MagniteMGNI5,386 shares · 0.0% of their software$48K−$6.9M
- PagerDutyPD1,800 shares · 0.0% of their software$45KNew · Flat
- SimilarwebSMWB4,500 shares · 0.0% of their software$37KFlat
- BroadridgeBR227 shares · 0.0% of their software$33KFlat
- Q2QTWO800 shares · 0.0% of their software$31KFlat
- DoximityDOCS700 shares · 0.0% of their software$24K−$708K