Generalist · Toronto Ontario, Canada
Canada Pension Plan Investment Board
Q2 2024 · compared with Q1 2024
- Software
- $9.2B
- Weight of 13F
- 9.0%
- Names
- 136
- Net bought
- +$1.8B
Filed 12 August 2024 · SEC filing.
1,358 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
- MicrosoftMSFT7,575,391 shares · 36.8% of their software · price +$199M$3.4B+$544M
- Sportradar Group AGSRAD79,555,080 shares · 9.7% of their software · price −$36.6M$889MFlat
- WaystarWAY37,209,454 shares · 8.7% of their software$800MNew · +$800M
- Palo Alto NetworksPANW2,233,918 shares · 8.2% of their software · price +$123M$757M+$32.6M
- ServiceNowNOW635,919 shares · 5.4% of their software · price +$15.4M$500M+$181M
- SalesforceCRM1,912,075 shares · 5.3% of their software · price −$84.3M$492M+$203M
- Uber Technologies, Inc.UBER3,972,028 shares · 3.1% of their software · price −$17.1M$289M+$58.0M
- ShopifySHOP3,987,902 shares · 2.9% of their software · price −$44.3M$263M−$5.4M
- OracleORCL1,450,762 shares · 2.2% of their software · price +$22.6M$205M+$31.2M
- AdobeADBE334,737 shares · 2.0% of their software · price +$17.1M$186M−$136M
- IntuitINTU251,385 shares · 1.8% of their software · price +$1.8M$165M+$73.0M
- Automatic Data Processing, Inc.ADP637,300 shares · 1.7% of their software · price −$7.0M$152M+$49.9M
- AkamaiAKAM912,074 shares · 0.9% of their software · price −$17.0M$82.2M−$14.7M
- N-ableNABL4,837,521 shares · 0.8% of their software · price +$10.4M$73.7M−$5.8M
- Kingsoft Cloud Holdings LimitedKC20,700,000 shares · 0.6% of their software · price −$11.0M$52.0M−$4.1M
- DatadogDDOG367,880 shares · 0.5% of their software · price +$2.2M$47.7M+$7.0M
- Block, Inc.XYZ657,667 shares · 0.5% of their software · price −$13.2M$42.4M+$50.8M
- AtlassianTEAM222,878 shares · 0.4% of their software · price −$4.1M$39.4M+$12.6M
- ZoomZM644,606 shares · 0.4% of their software · price −$4.0M$38.2MFlat
- CrowdStrikeCRWD78,174 shares · 0.3% of their software · price +$4.9M$30.0M−$7.4M
- DocuSignDOCU521,800 shares · 0.3% of their software · price −$3.2M$27.9M−$20.4M
- VeriskVRSK96,137 shares · 0.3% of their software · price +$3.3M$25.9M+$4.0M
- OpenTextOTEX862,606 shares · 0.3% of their software · price −$7.6M$25.9MFlat
- SnowflakeSNOW184,596 shares · 0.3% of their software · price −$4.9M$24.9M−$6.7M
- PaycomPAYC162,110 shares · 0.3% of their software · price −$9.1M$23.2M+$14.0M
- WorkdayWDAY101,370 shares · 0.2% of their software · price −$5.0M$22.7M+$7.7M
- Lyft, Inc.LYFT1,601,400 shares · 0.2% of their software · price −$8.4M$22.6M+$3.2M
- PalantirPLTR870,374 shares · 0.2% of their software · price +$2.0M$22.0M−$17.8M
- BroadridgeBR110,916 shares · 0.2% of their software · price −$872K$21.9M+$1.0M
- VeriSign, Inc.VRSN121,045 shares · 0.2% of their software · price −$1.4M$21.5M+$6.2M
- SamsaraIOT621,200 shares · 0.2% of their software · price −$2.5M$20.9M+$3.8M
- GitLabGTLB390,200 shares · 0.2% of their software · price −$3.4M$19.4M+$4.2M
- NetApp, Inc.NTAP147,890 shares · 0.2% of their software · price +$3.5M$19.0M−$2.7M
- Fiserv, Inc.FISV115,481 shares · 0.2% of their software · price −$1.2M$17.2M−$3.7M
- Corpay, Inc.CPAY64,036 shares · 0.2% of their software · price −$2.7M$17.1M−$6.3M
- VeevaVEEV90,227 shares · 0.2% of their software · price −$4.4M$16.5M+$15.6M
- ToastTOST640,200 shares · 0.2% of their software · price +$544K$16.5M+$2.2M
- BILLBILL290,900 shares · 0.2% of their software · price −$4.7M$15.3M+$13.8M
- Manhattan AssociatesMANH60,900 shares · 0.2% of their software$15.0M−$926K
- Paychex, Inc.PAYX124,350 shares · 0.2% of their software · price −$527K$14.7M−$9.8M
- DescartesDSGX148,151 shares · 0.2% of their software · price +$787K$14.4M+$5.0M
- ProcorePCOR205,900 shares · 0.1% of their software · price −$3.3M$13.7M+$10.8M
- TwilioTWLO194,002 shares · 0.1% of their software · price −$842K$11.0M+$6.2M
- AutodeskADSK44,319 shares · 0.1% of their software · price −$575K$11.0M−$1.2M
- The Trade DeskTTD110,163 shares · 0.1% of their software · price +$1.1M$10.8M−$11.5M
- SynopsysSNPS17,684 shares · 0.1% of their software$10.5M−$10.8M
- FortinetFTNT165,465 shares · 0.1% of their software · price −$1.3M$10.0M+$693K
- Zeta GlobalZETA554,300 shares · 0.1% of their software · price +$3.7M$9.8MNew · +$6.1M
- GoDaddyGDDY67,500 shares · 0.1% of their software · price +$1.4M$9.4MNew · +$8.0M
- UnityU579,179 shares · 0.1% of their software · price −$6.0M$9.4M+$9.5M
- SS&CSSNC150,055 shares · 0.1% of their software$9.4M+$1.0M
- QualysQLYS63,000 shares · 0.1% of their software · price −$1.5M$9.0M+$9.2M
- Full Truck Alliance Co. Ltd.YMM1,071,710 shares · 0.1% of their software · price +$825K$8.6M−$6.2M
- UiPathPATH581,900 shares · 0.1% of their software · price −$5.8M$7.4M+$1.7M
- PagSeguro Digital Ltd.PAGS600,210 shares · 0.1% of their software · price −$1.6M$7.0MFlat
- TeradataTDC200,700 shares · 0.1% of their software · price −$825K$6.9MFlat
- NutanixNTNX118,700 shares · 0.1% of their software · price −$578K$6.7M−$7.4M
- HubSpotHUBS11,406 shares · 0.1% of their software$6.7M−$1.8M
- DropboxDBX287,300 shares · 0.1% of their software · price −$526K$6.5M+$1.1M
- FreshworksFRSH505,400 shares · 0.1% of their software · price −$2.8M$6.4M+$2.7M
- Gen DigitalGEN228,700 shares · 0.1% of their software · price +$590K$5.7MNew · +$5.1M
- InterDigital, Inc.IDCC47,300 shares · 0.1% of their software$5.5MFlat
- OktaOKTA56,200 shares · 0.1% of their software · price −$619K$5.3M+$5.1M
- BoxBOX190,000 shares · 0.1% of their software$5.0MFlat
- CadenceCDNS14,509 shares · 0.0% of their software$4.5M−$741K
- MorningstarMORN14,958 shares · 0.0% of their software$4.4MFlat
- TrimbleTRMB77,741 shares · 0.0% of their software · price −$656K$4.3M+$3.5M
- Global-EGLBE115,826 shares · 0.0% of their software$4.2MFlat
- BlackBerry LimitedBB1,673,548 shares · 0.0% of their software$4.2MFlat
- NCR Atleos CorporationNATL153,000 shares · 0.0% of their software · price +$1.1M$4.1MNew · +$3.0M
- CoStarCSGP49,492 shares · 0.0% of their software · price −$1.1M$3.7MFlat
- AppFolioAPPF14,800 shares · 0.0% of their software$3.6MFlat
- Calix, Inc.CALX100,300 shares · 0.0% of their software$3.6M+$1.7M
- Roper Technologies, Inc.ROP6,228 shares · 0.0% of their software$3.5M−$1.9M
- JFrogFROG88,069 shares · 0.0% of their software · price −$587K$3.3MFlat
- DuolingoDUOL14,500 shares · 0.0% of their software$3.0M−$11.8M
- Fair IsaacFICO2,004 shares · 0.0% of their software$3.0M−$2.0M
- ZscalerZS15,436 shares · 0.0% of their software$3.0M+$1.1M
- DoximityDOCS102,300 shares · 0.0% of their software$2.9M+$1.8M
- LightspeedLSPD206,700 shares · 0.0% of their software$2.8MFlat
- CloudflareNET32,983 shares · 0.0% of their software$2.7M+$767K
- AppLovinAPP31,400 shares · 0.0% of their software$2.6M+$602K
- StoneCo Ltd.STNE196,780 shares · 0.0% of their software · price −$909K$2.4M−$27.1M
- F5, Inc.FFIV13,400 shares · 0.0% of their software$2.3M−$1.7M
- Tyler TechnologiesTYL4,547 shares · 0.0% of their software$2.3M−$1.2M
- Clear Secure, Inc.YOU122,100 shares · 0.0% of their software$2.3MFlat
- Amdocs LimitedDOX22,600 shares · 0.0% of their software$1.8MFlat
- AsanaASAN119,300 shares · 0.0% of their software$1.7M−$3.7M
- SentinelOneS75,600 shares · 0.0% of their software$1.6MFlat
- PaylocityPCTY11,900 shares · 0.0% of their software$1.6MNew · +$2.0M
- Upbound Group, Inc.UPBD45,300 shares · 0.0% of their software$1.4MFlat
- RingCentralRNG48,288 shares · 0.0% of their software$1.4MFlat
- CommvaultCVLT9,700 shares · 0.0% of their software$1.2M−$5.9M
- ElasticESTC10,300 shares · 0.0% of their software$1.2M−$8.9M
- FactSetFDS2,808 shares · 0.0% of their software$1.1M−$1.2M
- MongoDBMDB4,277 shares · 0.0% of their software$1.1M−$792K
- Donnelley Financial Solutions, Inc.DFIN16,500 shares · 0.0% of their software$984KNew · +$1.0M
- Grab Holdings LimitedGRAB259,370 shares · 0.0% of their software$921K−$7.0M
- Five9FIVN19,900 shares · 0.0% of their software$878K−$789K
- KlaviyoKVYO30,000 shares · 0.0% of their software$747KNew · +$764K
- WixWIX3,307 shares · 0.0% of their software$526K−$8.8M
- Cellebrite DI Ltd.CLBT36,883 shares · 0.0% of their software$441KFlat
- C3.aiAI12,200 shares · 0.0% of their software$353KFlat
- Intapp, Inc.INTA6,700 shares · 0.0% of their software$246KNew · Flat
- CourseraCOUR32,300 shares · 0.0% of their software$231KFlat
- BrazeBRZE5,900 shares · 0.0% of their software$229KNew · Flat
- Sprout SocialSPT6,100 shares · 0.0% of their software$218KNew · Flat
- PagerDutyPD7,900 shares · 0.0% of their software$181KNew · Flat
- nCinoNCNO5,700 shares · 0.0% of their software$179KNew · Flat
- Clearwater AnalyticsCWAN8,500 shares · 0.0% of their software$157KNew
- TenableTENB3,600 shares · 0.0% of their software$157K−$4.2M
- BlackLineBL3,200 shares · 0.0% of their software$155KFlat
- LiveRamp Holdings, Inc.RAMP4,800 shares · 0.0% of their software$149K−$1.6M
- Rapid7RPD3,100 shares · 0.0% of their software$134K−$2.4M
- SPS CommerceSPSC700 shares · 0.0% of their software$132KNew · Flat
- ZoomInfoZI9,100 shares · 0.0% of their software$116K—
- Definitive HealthcareDH20,000 shares · 0.0% of their software$109KNew · Flat
- Alarm.com Holdings, Inc.ALRM1,700 shares · 0.0% of their software$108KNew · Flat
- AppianAPPN3,100 shares · 0.0% of their software$96KNew · Flat
- WorkivaWK1,300 shares · 0.0% of their software$95KFlat
- DynatraceDT1,900 shares · 0.0% of their software$85K−$12.1M
- AvePointAVPT8,000 shares · 0.0% of their software$83KNew · Flat
- Digital TurbineAPPS38,800 shares · 0.0% of their software$64KFlat
- YextYEXT11,600 shares · 0.0% of their software$62KNew · Flat
- GuidewireGWRE400 shares · 0.0% of their software$55KNew · Flat
- Q2QTWO800 shares · 0.0% of their software$48KFlat
- VertexVERX1,100 shares · 0.0% of their software$40KNew · Flat
- Commerce.com, Inc.CMRC4,300 shares · 0.0% of their software$35KNew · Flat
- Sabre CorporationSABR12,800 shares · 0.0% of their software$34KNew · Flat
- Check PointCHKP188 shares · 0.0% of their software$31K−$2.9M
- A10 Networks, Inc.ATEN2,100 shares · 0.0% of their software$29KNew · Flat
- ProgressPRGS500 shares · 0.0% of their software$27KNew · Flat
- SchrödingerSDGR1,400 shares · 0.0% of their software$27KFlat
- NetScout Systems, Inc.NTCT1,200 shares · 0.0% of their software$22KNew · Flat
- AmplitudeAMPL1,100 shares · 0.0% of their software$10KNew · Flat
- monday.comMNDY10 shares · 0.0% of their software$2K−$1.6M