Generalist · Toronto Ontario, Canada
Canada Pension Plan Investment Board
Q4 2022 · compared with Q3 2022
- Software
- $3.3B
- Weight of 13F
- 5.9%
- Names
- 102
- Net bought
- −$327M
Filed 14 February 2023 · SEC filing.
1,155 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 · 29.2% of their software · price +$113M$972MFlat
- AkamaiAKAM5,347,861 shares · 13.5% of their software · price +$21.3M$451M−$161M
- Palo Alto NetworksPANW2,267,408 shares · 9.5% of their software · price −$55.0M$316M+$11.5M
- MicrosoftMSFT1,244,228 shares · 9.0% of their software · price +$8.6M$298M−$145M
- N-ableNABL17,792,873 shares · 5.5% of their software · price +$18.7M$183MFlat
- ShopifySHOP5,079,800 shares · 5.3% of their software · price +$39.5M$176M+$6.7M
- DatadogDDOG1,886,014 shares · 4.2% of their software · price −$28.8M$139M+$5.9M
- Manhattan AssociatesMANH1,015,815 shares · 3.7% of their software · price −$11.8M$123M+$1.9M
- Uber Technologies, Inc.UBER2,641,290 shares · 2.0% of their software · price −$4.7M$65.3M−$8.2M
- Block, Inc.XYZ884,670 shares · 1.7% of their software · price +$6.9M$55.6MFlat
- SalesforceCRM409,126 shares · 1.6% of their software · price −$4.6M$54.2M−$16.0M
- ServiceNowNOW133,013 shares · 1.5% of their software · price +$1.4M$51.6M+$6.7M
- Kingsoft Cloud Holdings LimitedKC10,931,908 shares · 1.3% of their software · price +$20.1M$41.9MFlat
- Grab Holdings LimitedGRAB10,310,899 shares · 1.0% of their software · price +$6.1M$33.2M−$580K
- ZoomZM483,800 shares · 1.0% of their software · price −$2.8M$32.8M+$26.6M
- VeevaVEEV157,887 shares · 0.8% of their software · price −$553K$25.5M+$3.2M
- OpenTextOTEX665,699 shares · 0.6% of their software · price +$2.1M$19.7M+$1.1M
- AdobeADBE51,151 shares · 0.5% of their software · price +$3.1M$17.2M+$8.3M
- VeriskVRSK96,319 shares · 0.5% of their software · price +$567K$17.0MFlat
- The Trade DeskTTD326,936 shares · 0.4% of their software · price −$4.9M$14.7M+$17.4M
- WorkdayWDAY70,572 shares · 0.4% of their software · price +$1.1M$11.8MFlat
- Full Truck Alliance Co. Ltd.YMM1,351,900 shares · 0.3% of their software · price +$2.0M$10.8M+$5.2M
- SnowflakeSNOW65,013 shares · 0.3% of their software · price −$1.7M$9.3M−$49.4M
- CrowdStrikeCRWD85,824 shares · 0.3% of their software · price −$5.1M$9.0M+$7.9M
- OktaOKTA131,221 shares · 0.3% of their software · price +$1.5M$9.0M−$2.2M
- FortinetFTNT180,285 shares · 0.3% of their software$8.8M+$5.2M
- VeriSign, Inc.VRSN42,769 shares · 0.3% of their software · price +$1.4M$8.8M+$1.5M
- DescartesDSGX119,150 shares · 0.2% of their software · price +$729K$8.3MFlat
- Automatic Data Processing, Inc.ADP31,335 shares · 0.2% of their software$7.5M−$2.5M
- ZscalerZS60,997 shares · 0.2% of their software · price −$3.2M$6.8M−$5.2M
- MongoDBMDB34,125 shares · 0.2% of their software$6.7M+$5.9M
- DocuSignDOCU110,855 shares · 0.2% of their software$6.1M−$7.9M
- DropboxDBX254,200 shares · 0.2% of their software$5.7M+$1.9M
- DuolingoDUOL79,800 shares · 0.2% of their software · price −$1.9M$5.7M+$3.8M
- WEX Inc.WEX31,670 shares · 0.2% of their software · price +$1.2M$5.2M+$1.7M
- Fair IsaacFICO8,600 shares · 0.2% of their software · price +$1.6M$5.1M+$1.6M
- AutodeskADSK26,913 shares · 0.2% of their software$5.0M+$1.7M
- HubSpotHUBS17,382 shares · 0.2% of their software$5.0M+$3.6M
- FactSetFDS12,515 shares · 0.2% of their software$5.0M−$7.9M
- DynatraceDT127,000 shares · 0.1% of their software$4.9M+$3.0M
- PaylocityPCTY24,200 shares · 0.1% of their software · price −$1.1M$4.7M+$5.5M
- BILLBILL42,395 shares · 0.1% of their software · price −$992K$4.6M+$2.8M
- NutanixNTNX174,261 shares · 0.1% of their software · price +$910K$4.5M+$1.8M
- SynopsysSNPS13,745 shares · 0.1% of their software$4.4M+$650K
- BoxBOX123,500 shares · 0.1% of their software · price +$832K$3.8M+$2.0M
- CoStarCSGP49,492 shares · 0.1% of their software$3.8MFlat
- PaycomPAYC12,278 shares · 0.1% of their software$3.8M+$2.0M
- QualysQLYS32,900 shares · 0.1% of their software · price −$894K$3.7MFlat
- GitLabGTLB77,100 shares · 0.1% of their software$3.5M+$1.7M
- F5, Inc.FFIV23,900 shares · 0.1% of their software$3.4M+$2.8M
- NetApp, Inc.NTAP55,840 shares · 0.1% of their software$3.4M−$4.5M
- Paychex, Inc.PAYX27,720 shares · 0.1% of their software$3.2M−$1.5M
- Fiserv, Inc.FISV29,950 shares · 0.1% of their software$3.0M+$2.7M
- PalantirPLTR468,178 shares · 0.1% of their software · price −$801K$3.0M−$55.4M
- StoneCo Ltd.STNE316,600 shares · 0.1% of their software$3.0M+$1.7M
- ToastTOST163,100 shares · 0.1% of their software$2.9MFlat
- IntuitINTU7,343 shares · 0.1% of their software$2.9M−$2.8M
- Lyft, Inc.LYFT232,000 shares · 0.1% of their software$2.6MFlat
- Euronet Worldwide, Inc.EEFT25,900 shares · 0.1% of their software$2.4MNew · +$2.0M
- TenableTENB61,390 shares · 0.1% of their software$2.3M+$804K
- InterDigital, Inc.IDCC47,300 shares · 0.1% of their software$2.3MFlat
- BroadridgeBR15,265 shares · 0.1% of their software$2.0M+$2.2M
- TeradataTDC56,000 shares · 0.1% of their software$1.9M+$913K
- WixWIX24,030 shares · 0.1% of their software$1.8M+$1.8M
- Amdocs LimitedDOX18,900 shares · 0.1% of their software$1.7MFlat
- RingCentralRNG48,288 shares · 0.1% of their software$1.7MFlat
- NetScout Systems, Inc.NTCT50,500 shares · 0.0% of their software$1.6MNew · +$1.6M
- VaronisVRNS59,800 shares · 0.0% of their software$1.4M+$1.4M
- GuidewireGWRE22,000 shares · 0.0% of their software$1.4MFlat
- CadenceCDNS8,321 shares · 0.0% of their software$1.3M−$2.8M
- ACI WorldwideACIW56,400 shares · 0.0% of their software$1.3MFlat
- SS&CSSNC23,864 shares · 0.0% of their software$1.2M−$912K
- Shift4 Payments, Inc.FOUR22,100 shares · 0.0% of their software$1.2MNew · +$986K
- Roper Technologies, Inc.ROP2,843 shares · 0.0% of their software$1.2M+$1.0M
- Agora, Inc.API284,800 shares · 0.0% of their software$1.1MFlat
- UiPathPATH84,200 shares · 0.0% of their software$1.1M+$799K
- CloudflareNET22,413 shares · 0.0% of their software$1.0M−$5.2M
- ElasticESTC13,564 shares · 0.0% of their software$699K−$2.8M
- Digital TurbineAPPS38,800 shares · 0.0% of their software$591KFlat
- Rapid7RPD17,200 shares · 0.0% of their software$584KFlat
- JFrogFROG23,700 shares · 0.0% of their software$506KFlat
- TwilioTWLO9,068 shares · 0.0% of their software$444K+$581K
- TrimbleTRMB8,000 shares · 0.0% of their software$404K−$1.4M
- CourseraCOUR32,300 shares · 0.0% of their software$382KFlat
- SentinelOneS18,700 shares · 0.0% of their software$273K−$772K
- ZoomInfoZI8,333 shares · 0.0% of their software$251K—
- Gen DigitalGEN11,615 shares · 0.0% of their software$249K−$3.5M
- BlackBerry LimitedBB74,900 shares · 0.0% of their software$244KNew · Flat
- FastlyFSLY29,000 shares · 0.0% of their software$238KFlat
- ProcorePCOR4,400 shares · 0.0% of their software$208KFlat
- Global-EGLBE9,300 shares · 0.0% of their software$192KFlat
- Five9FIVN2,699 shares · 0.0% of their software$183KFlat
- WorkivaWK1,300 shares · 0.0% of their software$109KFlat
- FreshworksFRSH5,100 shares · 0.0% of their software$75KFlat
- UnityU2,590 shares · 0.0% of their software$74KFlat
- C3.aiAI6,500 shares · 0.0% of their software$73KFlat
- MagniteMGNI5,386 shares · 0.0% of their software$57KFlat
- SchrödingerSDGR1,400 shares · 0.0% of their software$26KFlat
- Sprout SocialSPT400 shares · 0.0% of their software$23KFlat
- Q2QTWO800 shares · 0.0% of their software$21KFlat
- Check PointCHKP100 shares · 0.0% of their software$13KFlat
- OracleORCL13 shares · 0.0% of their software$1KFlat