Generalist · Toronto Ontario, Canada
Canada Pension Plan Investment Board
Q1 2024 · compared with Q4 2023
- Software
- $7.3B
- Weight of 13F
- 7.7%
- Names
- 113
- Net bought
- +$987M
Filed 14 May 2024 · SEC filing.
1,164 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
- MicrosoftMSFT6,281,925 shares · 36.1% of their software · price +$281M$2.6B+$1.0B
- Sportradar Group AGSRAD79,555,080 shares · 12.7% of their software · price +$46.9M$926MFlat
- Palo Alto NetworksPANW2,119,176 shares · 8.2% of their software · price −$22.8M$602M−$7.2M
- SalesforceCRM1,239,096 shares · 5.1% of their software · price +$47.1M$373MFlat
- ShopifySHOP4,057,902 shares · 4.3% of their software · price −$3.0M$313M−$126M
- AdobeADBE604,022 shares · 4.2% of their software · price −$55.6M$305M+$105M
- ServiceNowNOW398,833 shares · 4.2% of their software · price +$22.3M$304M+$119M
- Uber Technologies, Inc.UBER3,218,091 shares · 3.4% of their software · price +$49.6M$248M+$41.0M
- OracleORCL1,202,098 shares · 2.1% of their software · price +$24.3M$151M+$54.8M
- AkamaiAKAM1,047,406 shares · 1.6% of their software · price −$10.0M$114M−$60.8M
- Automatic Data Processing, Inc.ADP437,347 shares · 1.5% of their software · price +$7.3M$109M+$58.9M
- IntuitINTU139,026 shares · 1.2% of their software · price +$3.5M$90.4M+$2.2M
- N-ableNABL5,278,653 shares · 0.9% of their software · price −$950K$69.0M−$52.8M
- Kingsoft Cloud Holdings LimitedKC22,040,608 shares · 0.9% of their software · price −$16.3M$67.0MFlat
- DocuSignDOCU864,100 shares · 0.7% of their software$51.5M+$18.2M
- ZoomZM639,669 shares · 0.6% of their software · price −$4.2M$41.8M+$34.4M
- DatadogDDOG310,892 shares · 0.5% of their software · price +$690K$38.4M−$109M
- PalantirPLTR1,644,936 shares · 0.5% of their software · price +$9.6M$37.8M+$1.2M
- SnowflakeSNOW226,153 shares · 0.5% of their software · price −$8.5M$36.5M+$35.5M
- OpenTextOTEX868,775 shares · 0.5% of their software · price −$2.8M$33.7M+$1.3M
- CrowdStrikeCRWD101,364 shares · 0.4% of their software · price +$6.6M$32.5M+$22.3M
- AtlassianTEAM158,180 shares · 0.4% of their software · price −$6.8M$30.9M+$9.4M
- StoneCo Ltd.STNE1,826,680 shares · 0.4% of their software · price −$2.6M$30.3M−$8.1M
- Lyft, Inc.LYFT1,434,000 shares · 0.4% of their software · price +$6.3M$27.7M−$1.4M
- Corpay, Inc.CPAY84,368 shares · 0.4% of their software · price +$2.2M$26.0MNew · +$23.8M
- Paychex, Inc.PAYX204,516 shares · 0.3% of their software · price +$755K$25.1M+$13.5M
- Fiserv, Inc.FISV138,818 shares · 0.3% of their software · price +$3.7M$22.2M−$7.0M
- BroadridgeBR105,871 shares · 0.3% of their software$21.7M+$10.7M
- The Trade DeskTTD241,607 shares · 0.3% of their software · price +$3.7M$21.1M−$6.6M
- SynopsysSNPS36,526 shares · 0.3% of their software · price +$2.1M$20.9M−$1.5M
- WorkdayWDAY73,268 shares · 0.3% of their software$20.0M+$12.8M
- SamsaraIOT520,900 shares · 0.3% of their software · price +$2.3M$19.7MFlat
- VeriskVRSK79,212 shares · 0.3% of their software$18.7M−$7.3M
- GitLabGTLB318,800 shares · 0.3% of their software · price −$1.5M$18.6M+$12.4M
- NetApp, Inc.NTAP173,727 shares · 0.2% of their software · price +$2.9M$18.2M−$14.1M
- PaycomPAYC91,519 shares · 0.2% of their software · price −$706K$18.2M+$5.5M
- VeriSign, Inc.VRSN88,368 shares · 0.2% of their software · price −$1.5M$16.7M+$11.8M
- Manhattan AssociatesMANH64,600 shares · 0.2% of their software · price +$2.3M$16.2M−$160M
- DuolingoDUOL67,800 shares · 0.2% of their software$15.0M+$13.0M
- NutanixNTNX237,900 shares · 0.2% of their software · price +$3.3M$14.7M−$3.4M
- Full Truck Alliance Co. Ltd.YMM1,923,310 shares · 0.2% of their software · price +$500K$14.0MFlat
- ToastTOST552,700 shares · 0.2% of their software · price +$3.7M$13.8MNew · +$10.1M
- AutodeskADSK48,785 shares · 0.2% of their software · price +$826K$12.7M−$4.0M
- DynatraceDT261,400 shares · 0.2% of their software · price −$2.2M$12.1M+$9.9M
- UiPathPATH505,100 shares · 0.2% of their software · price −$1.1M$11.5M+$8.6M
- FortinetFTNT155,320 shares · 0.1% of their software · price +$1.5M$10.6M−$10.0M
- ElasticESTC99,000 shares · 0.1% of their software · price −$1.2M$9.9M+$9.6M
- WixWIX67,107 shares · 0.1% of their software · price +$970K$9.2M+$2.3M
- HubSpotHUBS14,272 shares · 0.1% of their software · price +$657K$8.9M−$3.8M
- SS&CSSNC134,455 shares · 0.1% of their software$8.7M+$8.2M
- PagSeguro Digital Ltd.PAGS600,210 shares · 0.1% of their software · price +$1.1M$8.6M−$3.5M
- DescartesDSGX93,051 shares · 0.1% of their software · price +$695K$8.5M−$13.9M
- Grab Holdings LimitedGRAB2,488,270 shares · 0.1% of their software · price −$572K$7.8M−$27.1M
- TeradataTDC200,700 shares · 0.1% of their software · price −$971K$7.8M+$5.9M
- CommvaultCVLT68,300 shares · 0.1% of their software · price +$1.5M$6.9MNew · +$5.5M
- FreshworksFRSH357,700 shares · 0.1% of their software · price −$1.9M$6.5M+$3.8M
- BILLBILL89,800 shares · 0.1% of their software · price −$1.2M$6.2MFlat
- ProcorePCOR74,100 shares · 0.1% of their software · price +$960K$6.1M+$3.9M
- UnityU221,679 shares · 0.1% of their software · price −$3.1M$5.9M+$8.7M
- DropboxDBX243,300 shares · 0.1% of their software · price −$1.3M$5.9M+$7.0M
- TwilioTWLO92,802 shares · 0.1% of their software · price −$1.4M$5.7M+$3.5M
- AsanaASAN358,700 shares · 0.1% of their software · price −$1.3M$5.6M+$3.3M
- Roper Technologies, Inc.ROP9,635 shares · 0.1% of their software$5.4M+$3.6M
- BoxBOX190,000 shares · 0.1% of their software · price +$515K$5.4M+$3.4M
- VeevaVEEV22,931 shares · 0.1% of their software · price +$898K$5.3M−$1.5M
- CadenceCDNS16,888 shares · 0.1% of their software · price +$657K$5.3M−$15.0M
- InterDigital, Inc.IDCC47,300 shares · 0.1% of their software$5.0MFlat
- Block, Inc.XYZ56,647 shares · 0.1% of their software$4.8M−$91.4M
- CoStarCSGP49,492 shares · 0.1% of their software$4.8MFlat
- MorningstarMORN14,958 shares · 0.1% of their software$4.6M−$5.7M
- BlackBerry LimitedBB1,673,548 shares · 0.1% of their software · price −$1.3M$4.6M+$4.1M
- Fair IsaacFICO3,606 shares · 0.1% of their software$4.5M−$4.3M
- TenableTENB88,400 shares · 0.1% of their software$4.4M+$3.3M
- Global-EGLBE115,826 shares · 0.1% of their software$4.2M+$1.5M
- F5, Inc.FFIV22,200 shares · 0.1% of their software$4.2MFlat
- Payoneer Global Inc.PAYO837,000 shares · 0.1% of their software$4.1M−$1.4M
- JFrogFROG88,069 shares · 0.1% of their software · price +$846K$3.9M+$2.2M
- VaronisVRNS74,600 shares · 0.0% of their software$3.5MFlat
- AppFolioAPPF14,000 shares · 0.0% of their software · price +$1.0M$3.5MNew · +$2.4M
- Alight, Inc.ALIT343,200 shares · 0.0% of their software$3.4MNew · +$2.9M
- ZoomInfoZI202,700 shares · 0.0% of their software$3.2M—
- Tyler TechnologiesTYL7,305 shares · 0.0% of their software$3.1MNew · +$3.1M
- Check PointCHKP17,833 shares · 0.0% of their software$2.9M+$2.7M
- Clear Secure, Inc.YOU128,900 shares · 0.0% of their software$2.7M+$1.2M
- LightspeedLSPD186,700 shares · 0.0% of their software · price −$1.3M$2.6MNew · +$3.9M
- Rapid7RPD51,400 shares · 0.0% of their software$2.5MFlat
- FactSetFDS5,457 shares · 0.0% of their software$2.5M−$3.6M
- CloudflareNET25,064 shares · 0.0% of their software$2.4MNew · +$2.1M
- MongoDBMDB6,484 shares · 0.0% of their software$2.3M−$5.6M
- Amdocs LimitedDOX22,600 shares · 0.0% of their software$2.0MFlat
- Five9FIVN32,600 shares · 0.0% of their software · price −$541K$2.0MFlat
- ZscalerZS9,791 shares · 0.0% of their software$1.9MFlat
- LiveRamp Holdings, Inc.RAMP50,100 shares · 0.0% of their software$1.7MNew · +$1.9M
- RingCentralRNG48,288 shares · 0.0% of their software$1.7MFlat
- Calix, Inc.CALX49,900 shares · 0.0% of their software · price −$525K$1.7MFlat
- monday.comMNDY7,238 shares · 0.0% of their software$1.6M−$1.2M
- AppLovinAPP22,700 shares · 0.0% of their software · price +$667K$1.6MFlat
- TrimbleTRMB23,298 shares · 0.0% of their software$1.5M+$1.2M
- SentinelOneS59,500 shares · 0.0% of their software$1.4M−$667K
- BlackbaudBLKB18,500 shares · 0.0% of their software$1.4MNew · +$1.6M
- QualysQLYS7,800 shares · 0.0% of their software$1.3MNew · +$1.5M
- Upbound Group, Inc.UPBD32,300 shares · 0.0% of their software$1.1MNew · +$1.1M
- PegasystemsPEGA15,900 shares · 0.0% of their software$1.0MNew · +$777K
- DoximityDOCS34,000 shares · 0.0% of their software$915KFlat
- OktaOKTA7,600 shares · 0.0% of their software$795K−$10.5M
- C3.aiAI25,700 shares · 0.0% of their software$696KNew · +$738K
- BlackLineBL8,400 shares · 0.0% of their software$542KFlat
- CourseraCOUR32,300 shares · 0.0% of their software$453KFlat
- Cellebrite DI Ltd.CLBT36,883 shares · 0.0% of their software$409KNew · Flat
- WorkivaWK1,300 shares · 0.0% of their software$110KFlat
- Digital TurbineAPPS38,800 shares · 0.0% of their software$102KFlat
- Q2QTWO800 shares · 0.0% of their software$42KFlat
- SchrödingerSDGR1,400 shares · 0.0% of their software$38KFlat