Generalist · Toronto Ontario, Canada
Canada Pension Plan Investment Board
Q3 2022 · compared with Q2 2022
- Software
- $3.5B
- Weight of 13F
- 6.0%
- Names
- 107
- Net bought
- −$129M
Filed 14 November 2022 · SEC filing.
1,180 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 AGSRAD97,615,312 shares · 24.2% of their software · price +$87.9M$859MFlat
- AkamaiAKAM7,352,100 shares · 16.7% of their software · price −$80.9M$591MFlat
- MicrosoftMSFT1,867,506 shares · 12.3% of their software · price −$44.7M$435M−$136M
- Palo Alto NetworksPANW2,197,356 shares · 10.2% of their software · price −$725M$360MSplit
- N-ableNABL17,792,873 shares · 4.6% of their software · price +$4.1M$164MFlat
- DatadogDDOG1,819,714 shares · 4.6% of their software · price −$11.8M$162M−$2.8M
- Manhattan AssociatesMANH1,001,315 shares · 3.8% of their software · price +$18.5M$133MFlat
- ShopifySHOP4,829,800 shares · 3.7% of their software · price −$20.8M$130M+$42.1M
- Uber Technologies, Inc.UBER2,949,150 shares · 2.2% of their software · price +$17.8M$78.2MFlat
- SalesforceCRM520,329 shares · 2.1% of their software · price −$11.0M$74.8M+$7.0M
- SnowflakeSNOW355,733 shares · 1.7% of their software · price +$11.0M$60.5M+$1.8M
- PalantirPLTR7,286,907 shares · 1.7% of their software · price −$6.8M$59.2M+$1.9M
- Block, Inc.XYZ889,450 shares · 1.4% of their software · price −$5.8M$48.9M−$12.3M
- ServiceNowNOW115,213 shares · 1.2% of their software · price −$11.3M$43.5M−$10.3M
- Grab Holdings LimitedGRAB10,531,299 shares · 0.8% of their software · price +$1.1M$27.7MNew · +$26.6M
- VeevaVEEV138,584 shares · 0.6% of their software · price −$4.6M$22.9M+$6.6M
- Kingsoft Cloud Holdings LimitedKC10,931,908 shares · 0.6% of their software · price −$26.9M$21.8M−$625K
- OpenTextOTEX622,400 shares · 0.5% of their software · price −$7.1M$16.5M+$11.6M
- VeriskVRSK96,319 shares · 0.5% of their software$16.4M+$16.1M
- ZscalerZS92,718 shares · 0.4% of their software · price +$1.4M$15.2M+$2.0M
- DocuSignDOCU259,300 shares · 0.4% of their software · price −$1.0M$13.9M+$12.4M
- FactSetFDS32,155 shares · 0.4% of their software$12.9M+$11.0M
- WorkdayWDAY71,319 shares · 0.3% of their software · price +$901K$10.9M+$1.4M
- OktaOKTA169,221 shares · 0.3% of their software · price −$5.7M$9.6M+$12.2M
- Automatic Data Processing, Inc.ADP42,235 shares · 0.3% of their software · price +$682K$9.6M−$7.6M
- ZoomZM122,800 shares · 0.3% of their software · price −$4.2M$9.0M−$9.8M
- ZoomInfoZI195,333 shares · 0.2% of their software$8.1M—
- NetApp, Inc.NTAP128,550 shares · 0.2% of their software$8.0M+$6.3M
- DescartesDSGX124,450 shares · 0.2% of their software$7.9M+$6.8M
- CloudflareNET117,013 shares · 0.2% of their software · price +$1.4M$6.5M−$639K
- CrowdStrikeCRWD37,624 shares · 0.2% of their software$6.2M−$1.6M
- VeriSign, Inc.VRSN34,069 shares · 0.2% of their software$5.9M+$1.6M
- AdobeADBE20,921 shares · 0.2% of their software · price −$1.9M$5.8M−$17.9M
- IntuitINTU14,643 shares · 0.2% of their software$5.7M−$8.6M
- Upbound Group, Inc.UPBD282,200 shares · 0.1% of their software · price −$547K$4.9MFlat
- Paychex, Inc.PAYX41,120 shares · 0.1% of their software$4.6M−$2.7M
- QualysQLYS30,900 shares · 0.1% of their software$4.3M+$858K
- CadenceCDNS25,711 shares · 0.1% of their software$4.2M−$3.5M
- DuolingoDUOL40,000 shares · 0.1% of their software$3.8M+$2.7M
- ElasticESTC53,000 shares · 0.1% of their software$3.8MFlat
- Gen DigitalGEN184,715 shares · 0.1% of their software$3.7M+$3.0M
- FortinetFTNT74,085 shares · 0.1% of their software · price −$552K$3.6M−$25.4M
- Full Truck Alliance Co. Ltd.YMM552,500 shares · 0.1% of their software · price −$1.4M$3.6M−$14.3M
- SynopsysSNPS11,619 shares · 0.1% of their software$3.6M−$6.2M
- CoStarCSGP49,492 shares · 0.1% of their software$3.4M−$1.6M
- AutodeskADSK17,812 shares · 0.1% of their software$3.3M−$5.0M
- DropboxDBX160,200 shares · 0.1% of their software$3.3M+$2.1M
- BILLBILL21,598 shares · 0.1% of their software$2.9M+$2.1M
- Lyft, Inc.LYFT208,900 shares · 0.1% of their software$2.8MFlat
- ToastTOST157,400 shares · 0.1% of their software · price +$595K$2.6M+$1.1M
- WEX Inc.WEX18,370 shares · 0.1% of their software · price −$526K$2.3M+$2.0M
- GitLabGTLB43,100 shares · 0.1% of their software$2.2M+$1.5M
- The Trade DeskTTD35,336 shares · 0.1% of their software · price +$631K$2.1M+$1.2M
- SS&CSSNC42,964 shares · 0.1% of their software$2.1M−$1.2M
- PaycomPAYC6,078 shares · 0.1% of their software$2.0MFlat
- Tyler TechnologiesTYL5,600 shares · 0.1% of their software$1.9MNew · +$1.9M
- Fair IsaacFICO4,700 shares · 0.1% of their software$1.9M+$1.2M
- RingCentralRNG48,288 shares · 0.1% of their software · price −$594K$1.9MFlat
- InterDigital, Inc.IDCC47,300 shares · 0.1% of their software · price −$964K$1.9MFlat
- TrimbleTRMB33,110 shares · 0.1% of their software$1.8M−$1.4M
- NutanixNTNX86,200 shares · 0.1% of their software · price +$534K$1.8M+$1.1M
- Amdocs LimitedDOX18,400 shares · 0.0% of their software$1.5M+$1.1M
- DynatraceDT40,700 shares · 0.0% of their software$1.4M+$812K
- TenableTENB38,300 shares · 0.0% of their software$1.3M+$867K
- StoneCo Ltd.STNE136,000 shares · 0.0% of their software$1.3MFlat
- GuidewireGWRE20,800 shares · 0.0% of their software$1.3M+$958K
- SentinelOneS48,900 shares · 0.0% of their software$1.3MFlat
- ACI WorldwideACIW56,400 shares · 0.0% of their software$1.2MFlat
- GoDaddyGDDY16,300 shares · 0.0% of their software$1.2MFlat
- Commerce.com, Inc.CMRC74,300 shares · 0.0% of their software$1.1MFlat
- HubSpotHUBS4,000 shares · 0.0% of their software$1.1M+$757K
- Agora, Inc.API284,800 shares · 0.0% of their software · price −$837K$1.0MNew · +$1.9M
- BoxBOX40,300 shares · 0.0% of their software$983K+$608K
- MongoDBMDB4,658 shares · 0.0% of their software$924K−$1.4M
- TeradataTDC26,600 shares · 0.0% of their software$826K+$770K
- F5, Inc.FFIV4,300 shares · 0.0% of their software$622KFlat
- Digital TurbineAPPS42,200 shares · 0.0% of their software$608K+$634K
- PTCPTC5,300 shares · 0.0% of their software$554KNew · +$564K
- JFrogFROG23,700 shares · 0.0% of their software$524K−$893K
- DigitalOceanDOCN11,600 shares · 0.0% of their software$420KFlat
- PaylocityPCTY1,600 shares · 0.0% of their software$387KFlat
- LightspeedLSPD20,292 shares · 0.0% of their software$359K−$609K
- CourseraCOUR32,300 shares · 0.0% of their software$348KFlat
- Rapid7RPD6,700 shares · 0.0% of their software$287KNew · Flat
- FastlyFSLY29,000 shares · 0.0% of their software$265KFlat
- UiPathPATH20,800 shares · 0.0% of their software$262KFlat
- FreshworksFRSH16,800 shares · 0.0% of their software$218KFlat
- ProcorePCOR3,700 shares · 0.0% of their software$183K−$1.0M
- AsanaASAN7,513 shares · 0.0% of their software$167KFlat
- Five9FIVN2,099 shares · 0.0% of their software$157K−$547K
- VaronisVRNS5,900 shares · 0.0% of their software$156KNew · Flat
- Fiserv, Inc.FISV1,613 shares · 0.0% of their software$151KFlat
- WixWIX1,530 shares · 0.0% of their software$120K−$3.2M
- WorkivaWK1,300 shares · 0.0% of their software$101KFlat
- Check PointCHKP800 shares · 0.0% of their software$90K−$11.0M
- C3.aiAI6,500 shares · 0.0% of their software$81KNew · Flat
- Sprout SocialSPT1,200 shares · 0.0% of their software$73KFlat
- TwilioTWLO670 shares · 0.0% of their software$46K−$1.3M
- SchrödingerSDGR1,801 shares · 0.0% of their software$45KFlat
- Global-EGLBE1,403 shares · 0.0% of their software$38KFlat
- MagniteMGNI5,386 shares · 0.0% of their software$35KFlat
- BroadridgeBR210 shares · 0.0% of their software$30KFlat
- Q2QTWO800 shares · 0.0% of their software$26KFlat
- Bentley SystemsBSY600 shares · 0.0% of their software$18KFlat
- Roper Technologies, Inc.ROP39 shares · 0.0% of their software$14K−$17.2M
- UnityU57 shares · 0.0% of their software$2KFlat
- OracleORCL10 shares · 0.0% of their software$1K−$3.6M