Generalist · Toronto Ontario, Canada
Canada Pension Plan Investment Board
Q1 2023 · compared with Q4 2022
- Software
- $3.9B
- Weight of 13F
- 6.1%
- Names
- 99
- Net bought
- −$218M
Filed 15 May 2023 · SEC filing.
1,047 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 AGSRAD80,677,187 shares · 24.3% of their software · price +$135M$938M−$169M
- MicrosoftMSFT1,851,093 shares · 13.8% of their software · price +$89.7M$534M+$146M
- Palo Alto NetworksPANW2,263,000 shares · 11.7% of their software · price +$136M$452MFlat
- ShopifySHOP5,745,000 shares · 7.1% of their software · price +$76.0M$275M+$23.1M
- N-ableNABL15,265,616 shares · 5.2% of their software · price +$44.6M$202M−$26.0M
- Kingsoft Cloud Holdings LimitedKC22,040,608 shares · 5.1% of their software · price +$112M$196M+$42.5M
- AkamaiAKAM2,122,456 shares · 4.3% of their software · price −$12.7M$166M−$272M
- Manhattan AssociatesMANH1,016,526 shares · 4.1% of their software · price +$34.0M$157MFlat
- SalesforceCRM713,141 shares · 3.7% of their software · price +$47.9M$142M+$40.3M
- Uber Technologies, Inc.UBER4,045,790 shares · 3.3% of their software · price +$28.2M$128M+$34.7M
- DatadogDDOG1,124,093 shares · 2.1% of their software · price −$944K$81.7M−$56.0M
- Block, Inc.XYZ1,143,357 shares · 2.0% of their software · price +$6.6M$78.5M+$16.3M
- VeevaVEEV217,384 shares · 1.0% of their software · price +$4.9M$40.0M+$9.6M
- OpenTextOTEX812,319 shares · 0.8% of their software · price +$7.2M$31.3M+$4.3M
- Grab Holdings LimitedGRAB10,310,899 shares · 0.8% of their software · price −$2.2M$31.0MFlat
- AdobeADBE79,014 shares · 0.8% of their software · price +$3.9M$30.4M+$9.4M
- The Trade DeskTTD477,400 shares · 0.8% of their software · price +$7.7M$29.1M+$6.7M
- HubSpotHUBS54,900 shares · 0.6% of their software · price +$7.7M$23.5M+$10.8M
- DescartesDSGX253,730 shares · 0.5% of their software · price +$2.8M$20.5M+$9.4M
- VeriskVRSK102,919 shares · 0.5% of their software · price +$1.6M$19.7M+$1.2M
- DocuSignDOCU263,135 shares · 0.4% of their software · price +$758K$15.3M+$8.4M
- SnowflakeSNOW92,510 shares · 0.4% of their software · price +$994K$14.3M+$3.9M
- DropboxDBX591,197 shares · 0.3% of their software$12.8M+$7.5M
- AutodeskADSK56,127 shares · 0.3% of their software · price +$1.2M$11.7M+$5.5M
- VeriSign, Inc.VRSN49,140 shares · 0.3% of their software$10.4M+$1.3M
- FortinetFTNT142,310 shares · 0.2% of their software · price +$2.5M$9.5M−$1.9M
- OktaOKTA106,763 shares · 0.2% of their software · price +$1.9M$9.2M−$1.7M
- Automatic Data Processing, Inc.ADP40,812 shares · 0.2% of their software · price −$662K$9.1M+$2.3M
- NetApp, Inc.NTAP135,240 shares · 0.2% of their software · price +$513K$8.6M+$4.8M
- WorkdayWDAY40,591 shares · 0.2% of their software · price +$1.6M$8.4M−$5.0M
- Full Truck Alliance Co. Ltd.YMM1,070,100 shares · 0.2% of their software$8.1M−$2.3M
- FactSetFDS18,615 shares · 0.2% of their software$7.7M+$2.4M
- UiPathPATH412,200 shares · 0.2% of their software · price +$2.0M$7.2M+$4.2M
- DynatraceDT170,700 shares · 0.2% of their software · price +$683K$7.2M+$1.7M
- StoneCo Ltd.STNE725,200 shares · 0.2% of their software$6.9M+$3.9M
- PaylocityPCTY34,400 shares · 0.2% of their software$6.8M+$2.0M
- ZscalerZS58,431 shares · 0.2% of their software$6.8MFlat
- WEX Inc.WEX35,700 shares · 0.2% of their software · price +$723K$6.6M+$660K
- ZoomZM77,410 shares · 0.1% of their software$5.7M−$27.5M
- NutanixNTNX217,300 shares · 0.1% of their software$5.6M+$1.1M
- CrowdStrikeCRWD37,700 shares · 0.1% of their software · price +$1.2M$5.2M−$5.1M
- CadenceCDNS22,321 shares · 0.1% of their software · price +$1.1M$4.7M+$2.2M
- MongoDBMDB20,010 shares · 0.1% of their software · price +$726K$4.7M−$2.8M
- Fair IsaacFICO5,700 shares · 0.1% of their software · price +$593K$4.0M−$1.7M
- PalantirPLTR455,600 shares · 0.1% of their software · price +$925K$3.8MFlat
- GuidewireGWRE46,500 shares · 0.1% of their software · price +$906K$3.8M+$1.5M
- Shift4 Payments, Inc.FOUR49,200 shares · 0.1% of their software · price +$978K$3.7M+$1.5M
- GoDaddyGDDY47,500 shares · 0.1% of their software$3.7MNew · +$3.6M
- ServiceNowNOW7,713 shares · 0.1% of their software · price +$590K$3.6M−$48.7M
- PaycomPAYC11,730 shares · 0.1% of their software$3.6MFlat
- BoxBOX131,100 shares · 0.1% of their software · price −$569K$3.5MFlat
- BILLBILL42,500 shares · 0.1% of their software · price −$1.2M$3.4MFlat
- InterDigital, Inc.IDCC47,300 shares · 0.1% of their software · price +$1.1M$3.4MFlat
- CoStarCSGP49,492 shares · 0.1% of their software$3.4MFlat
- Fiserv, Inc.FISV29,950 shares · 0.1% of their software$3.4MFlat
- Sabre CorporationSABR766,610 shares · 0.1% of their software · price −$1.4M$3.3MNew · +$4.7M
- Paychex, Inc.PAYX27,064 shares · 0.1% of their software$3.1MFlat
- BroadridgeBR20,683 shares · 0.1% of their software$3.0M+$727K
- TrimbleTRMB56,760 shares · 0.1% of their software$3.0M+$2.5M
- F5, Inc.FFIV20,100 shares · 0.1% of their software$2.9M−$545K
- DuolingoDUOL19,700 shares · 0.1% of their software · price +$1.4M$2.8M−$4.3M
- GitLabGTLB78,900 shares · 0.1% of their software · price −$880K$2.7MFlat
- Rapid7RPD56,200 shares · 0.1% of their software · price +$670K$2.6M+$1.3M
- WixWIX24,030 shares · 0.1% of their software · price +$552K$2.4MFlat
- TenableTENB49,600 shares · 0.1% of their software$2.4MFlat
- Calix, Inc.CALX43,300 shares · 0.1% of their software · price −$643K$2.3MNew · +$3.0M
- Amdocs LimitedDOX22,600 shares · 0.1% of their software$2.2MFlat
- VaronisVRNS74,600 shares · 0.1% of their software$1.9MFlat
- ACI WorldwideACIW56,400 shares · 0.0% of their software$1.5MFlat
- RingCentralRNG48,288 shares · 0.0% of their software$1.5MFlat
- QualysQLYS11,200 shares · 0.0% of their software$1.5M−$2.4M
- NetScout Systems, Inc.NTCT50,500 shares · 0.0% of their software$1.4MFlat
- Remitly Global, Inc.RELY79,400 shares · 0.0% of their software$1.3MNew · +$909K
- FastlyFSLY68,600 shares · 0.0% of their software · price +$657K$1.2MFlat
- Five9FIVN16,700 shares · 0.0% of their software$1.2M+$950K
- Intapp, Inc.INTA26,900 shares · 0.0% of their software · price +$535K$1.2MNew · +$671K
- ElasticESTC17,900 shares · 0.0% of their software$1.0MFlat
- Agora, Inc.API284,800 shares · 0.0% of their software$1.0MFlat
- TwilioTWLO15,070 shares · 0.0% of their software$1.0MFlat
- BlackBerry LimitedBB215,300 shares · 0.0% of their software$986KFlat
- Euronet Worldwide, Inc.EEFT6,000 shares · 0.0% of their software$671K−$1.9M
- PTCPTC4,500 shares · 0.0% of their software$577KNew · +$540K
- Digital TurbineAPPS38,800 shares · 0.0% of their software$480KFlat
- SynopsysSNPS1,214 shares · 0.0% of their software$469K−$4.0M
- JFrogFROG23,700 shares · 0.0% of their software$467KFlat
- Gen DigitalGEN21,700 shares · 0.0% of their software$372KFlat
- CourseraCOUR32,300 shares · 0.0% of their software$372KFlat
- WorkivaWK1,300 shares · 0.0% of their software$133KFlat
- ToastTOST6,000 shares · 0.0% of their software$107K−$2.8M
- IntuitINTU84 shares · 0.0% of their software$37K−$2.8M
- SchrödingerSDGR1,400 shares · 0.0% of their software$37KFlat
- Q2QTWO800 shares · 0.0% of their software$20KFlat
- Check PointCHKP100 shares · 0.0% of their software$13KFlat
- Roper Technologies, Inc.ROP10 shares · 0.0% of their software$4K−$1.2M
- OracleORCL10 shares · 0.0% of their software$929Flat
- SS&CSSNC10 shares · 0.0% of their software$565−$1.2M
- UnityU10 shares · 0.0% of their software$324Flat
- Global-EGLBE10 shares · 0.0% of their software$322Flat
- ZoomInfoZI10 shares · 0.0% of their software$247—