Generalist · Toronto Ontario, Canada
Canada Pension Plan Investment Board
Q2 2023 · compared with Q1 2023
- Software
- $4.6B
- Weight of 13F
- 6.9%
- Names
- 100
- Net bought
- +$85.2M
Filed 9 August 2023 · SEC filing.
988 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 · 22.8% of their software · price +$102M$1.0BFlat
- MicrosoftMSFT2,605,551 shares · 19.5% of their software · price +$136M$887M+$218M
- Palo Alto NetworksPANW2,258,334 shares · 12.7% of their software · price +$126M$577MFlat
- ShopifySHOP5,508,300 shares · 7.8% of their software · price +$91.8M$356M−$11.3M
- SalesforceCRM962,554 shares · 4.5% of their software · price +$11.1M$203M+$49.8M
- Manhattan AssociatesMANH1,006,726 shares · 4.4% of their software · price +$45.3M$201MFlat
- Uber Technologies, Inc.UBER3,161,490 shares · 3.0% of their software · price +$36.3M$136M−$28.0M
- Kingsoft Cloud Holdings LimitedKC22,040,608 shares · 2.9% of their software · price −$61.5M$134MFlat
- N-ableNABL9,265,616 shares · 2.9% of their software · price +$11.2M$134M−$79.2M
- DatadogDDOG1,124,090 shares · 2.4% of their software · price +$28.9M$111MFlat
- AkamaiAKAM1,038,206 shares · 2.0% of their software · price +$12.0M$93.3M−$84.9M
- Block, Inc.XYZ1,183,457 shares · 1.7% of their software · price −$2.5M$78.8M+$2.8M
- OracleORCL534,010 shares · 1.4% of their software · price +$14.0M$63.6M+$49.6M
- Grab Holdings LimitedGRAB10,531,299 shares · 0.8% of their software · price +$4.4M$36.1M+$663K
- OpenTextOTEX782,520 shares · 0.7% of their software · price +$2.3M$32.6M−$1.1M
- The Trade DeskTTD359,300 shares · 0.6% of their software · price +$5.9M$27.7M−$7.2M
- AdobeADBE55,710 shares · 0.6% of their software · price +$5.8M$27.2M−$9.0M
- VeevaVEEV136,124 shares · 0.6% of their software · price +$1.9M$26.9M−$14.9M
- FortinetFTNT304,236 shares · 0.5% of their software · price +$2.8M$23.0M+$10.8M
- GoDaddyGDDY305,031 shares · 0.5% of their software · price −$790K$22.9M+$20.0M
- DescartesDSGX240,630 shares · 0.4% of their software$19.3M−$1.1M
- VeriskVRSK78,619 shares · 0.4% of their software · price +$2.7M$17.8M−$4.7M
- MongoDBMDB36,700 shares · 0.3% of their software · price +$6.5M$15.1M+$3.9M
- WorkdayWDAY65,291 shares · 0.3% of their software · price +$1.3M$14.7M+$5.1M
- Automatic Data Processing, Inc.ADP61,812 shares · 0.3% of their software$13.6M+$4.7M
- AutodeskADSK65,727 shares · 0.3% of their software$13.4M+$2.0M
- PalantirPLTR735,300 shares · 0.2% of their software · price +$5.1M$11.3M+$2.4M
- IntuitINTU24,010 shares · 0.2% of their software$11.0M+$10.7M
- DynatraceDT206,400 shares · 0.2% of their software · price +$1.9M$10.6M+$1.5M
- VeriSign, Inc.VRSN44,287 shares · 0.2% of their software · price +$648K$10.0M−$1.0M
- DropboxDBX365,709 shares · 0.2% of their software · price +$1.8M$9.8M−$4.9M
- DocuSignDOCU185,700 shares · 0.2% of their software · price −$1.3M$9.5M−$4.5M
- ZscalerZS63,331 shares · 0.2% of their software · price +$1.9M$9.3M+$572K
- UiPathPATH515,000 shares · 0.2% of their software · price −$510K$8.5M+$1.8M
- SnowflakeSNOW48,300 shares · 0.2% of their software · price +$1.0M$8.5M−$6.8M
- CrowdStrikeCRWD52,900 shares · 0.2% of their software · price +$508K$7.8M+$2.1M
- HubSpotHUBS14,000 shares · 0.2% of their software · price +$1.4M$7.4M−$17.5M
- PaylocityPCTY37,500 shares · 0.2% of their software · price −$534K$6.9M+$616K
- GitLabGTLB135,300 shares · 0.2% of their software · price +$2.3M$6.9M+$1.9M
- NutanixNTNX238,500 shares · 0.1% of their software$6.7M+$551K
- OktaOKTA91,011 shares · 0.1% of their software · price −$1.5M$6.3M−$1.4M
- BILLBILL53,500 shares · 0.1% of their software · price +$1.9M$6.3M+$893K
- PaycomPAYC18,130 shares · 0.1% of their software$5.8M+$1.9M
- ZoomZM77,410 shares · 0.1% of their software$5.3MFlat
- FactSetFDS13,065 shares · 0.1% of their software$5.2M−$2.3M
- Shift4 Payments, Inc.FOUR76,500 shares · 0.1% of their software · price −$604K$5.2M+$2.1M
- Lyft, Inc.LYFT541,100 shares · 0.1% of their software$5.2MNew · +$5.0M
- monday.comMNDY29,070 shares · 0.1% of their software · price +$828K$5.0MNew · +$4.1M
- F5, Inc.FFIV33,152 shares · 0.1% of their software$4.8M+$1.9M
- DuolingoDUOL32,800 shares · 0.1% of their software$4.7M+$1.9M
- InterDigital, Inc.IDCC47,300 shares · 0.1% of their software · price +$1.1M$4.6MFlat
- StoneCo Ltd.STNE350,300 shares · 0.1% of their software · price +$1.1M$4.5M−$3.6M
- CoStarCSGP49,492 shares · 0.1% of their software · price +$997K$4.4MFlat
- Five9FIVN46,100 shares · 0.1% of their software$3.8M+$2.1M
- SynopsysSNPS8,314 shares · 0.1% of their software$3.6M+$2.7M
- BoxBOX121,800 shares · 0.1% of their software$3.6MFlat
- Fair IsaacFICO4,300 shares · 0.1% of their software$3.5M−$984K
- BroadridgeBR20,683 shares · 0.1% of their software$3.4MFlat
- MorningstarMORN16,000 shares · 0.1% of their software$3.1MNew · +$3.2M
- Amdocs LimitedDOX22,600 shares · 0.0% of their software$2.2MFlat
- Rapid7RPD46,200 shares · 0.0% of their software$2.1MFlat
- BlackBerry LimitedBB369,900 shares · 0.0% of their software$2.1M+$705K
- VaronisVRNS74,600 shares · 0.0% of their software$2.0MFlat
- PagSeguro Digital Ltd.PAGS199,000 shares · 0.0% of their software$1.9MNew · +$1.7M
- TrimbleTRMB34,289 shares · 0.0% of their software$1.8M−$1.2M
- WixWIX22,830 shares · 0.0% of their software$1.8MFlat
- RingCentralRNG48,288 shares · 0.0% of their software$1.6MFlat
- WEX Inc.WEX8,200 shares · 0.0% of their software$1.5M−$5.1M
- AsanaASAN65,800 shares · 0.0% of their software$1.5MNew · +$1.4M
- ZoomInfoZI54,161 shares · 0.0% of their software$1.4M—
- ACI WorldwideACIW56,400 shares · 0.0% of their software$1.3MFlat
- GuidewireGWRE16,600 shares · 0.0% of their software$1.3M−$2.5M
- SamsaraIOT45,300 shares · 0.0% of their software$1.3MNew · +$893K
- Roper Technologies, Inc.ROP2,610 shares · 0.0% of their software$1.3M+$1.1M
- Calix, Inc.CALX24,900 shares · 0.0% of their software$1.2M−$986K
- ElasticESTC19,000 shares · 0.0% of their software$1.2MFlat
- Paychex, Inc.PAYX10,164 shares · 0.0% of their software$1.1M−$1.9M
- Intapp, Inc.INTA26,900 shares · 0.0% of their software$1.1MFlat
- CadenceCDNS3,910 shares · 0.0% of their software$917K−$3.9M
- TenableTENB19,400 shares · 0.0% of their software$845K−$1.4M
- PTCPTC5,800 shares · 0.0% of their software$825KFlat
- ProcorePCOR12,300 shares · 0.0% of their software$800KNew · +$770K
- Euronet Worldwide, Inc.EEFT6,000 shares · 0.0% of their software$704KFlat
- Fiserv, Inc.FISV5,129 shares · 0.0% of their software$647K−$2.8M
- JFrogFROG23,100 shares · 0.0% of their software$640KFlat
- NetApp, Inc.NTAP7,610 shares · 0.0% of their software$581K−$8.1M
- FastlyFSLY35,600 shares · 0.0% of their software$561K−$586K
- SentinelOneS33,400 shares · 0.0% of their software$504KNew · +$546K
- BlackLineBL8,400 shares · 0.0% of their software$452KNew · +$564K
- CourseraCOUR32,300 shares · 0.0% of their software$421KFlat
- Global-EGLBE9,300 shares · 0.0% of their software$381KFlat
- Digital TurbineAPPS38,800 shares · 0.0% of their software$360KFlat
- WorkivaWK1,300 shares · 0.0% of their software$132KFlat
- SchrödingerSDGR1,400 shares · 0.0% of their software$70KFlat
- Q2QTWO800 shares · 0.0% of their software$25KFlat
- Check PointCHKP100 shares · 0.0% of their software$13KFlat
- ServiceNowNOW10 shares · 0.0% of their software$6K−$3.6M
- TwilioTWLO10 shares · 0.0% of their software$636−$1.0M
- SS&CSSNC10 shares · 0.0% of their software$606Flat
- UnityU10 shares · 0.0% of their software$434Flat