Generalist · Toronto Ontario, Canada
Canada Pension Plan Investment Board
Q3 2024 · compared with Q2 2024
- Software
- $9.6B
- Weight of 13F
- 9.1%
- Names
- 131
- Net bought
- −$102M
Filed 14 November 2024 · SEC filing.
1,317 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
- MicrosoftMSFT7,218,705 shares · 32.3% of their software · price −$120M$3.1B−$159M
- WaystarWAY37,209,454 shares · 10.8% of their software · price +$238M$1.0BFlat
- Sportradar Group AGSRAD79,555,080 shares · 10.0% of their software · price +$74.0M$963MFlat
- ServiceNowNOW756,279 shares · 7.0% of their software · price +$81.5M$676M+$94.7M
- SalesforceCRM1,999,421 shares · 5.7% of their software · price +$33.2M$547M+$22.5M
- Uber Technologies, Inc.UBER5,445,146 shares · 4.3% of their software · price +$13.5M$409M+$107M
- OracleORCL2,038,934 shares · 3.6% of their software · price +$59.5M$347M+$83.0M
- Palo Alto NetworksPANW982,203 shares · 3.5% of their software · price +$2.7M$336M−$424M
- ShopifySHOP3,997,836 shares · 3.3% of their software · price +$56.3M$321MFlat
- MongoDBMDB847,456 shares · 2.4% of their software · price +$17.3M$229M+$211M
- AdobeADBE287,537 shares · 1.5% of their software · price −$10.9M$149M−$26.2M
- Automatic Data Processing, Inc.ADP525,791 shares · 1.5% of their software · price +$20.0M$146M−$26.6M
- IntuitINTU171,882 shares · 1.1% of their software · price −$6.2M$107M−$52.3M
- GoDaddyGDDY667,137 shares · 1.1% of their software · price +$11.4M$105M+$83.8M
- Fiserv, Inc.FISV469,631 shares · 0.9% of their software · price +$14.4M$84.4M+$52.8M
- N-ableNABL4,837,521 shares · 0.7% of their software · price −$10.5M$63.2MFlat
- PalantirPLTR1,572,416 shares · 0.6% of their software · price +$18.7M$58.5M+$17.8M
- DocuSignDOCU688,163 shares · 0.4% of their software · price +$5.9M$42.7M+$8.9M
- Kingsoft Cloud Holdings LimitedKC12,468,786 shares · 0.4% of their software · price +$5.4M$36.7M−$20.7M
- AkamaiAKAM355,493 shares · 0.4% of their software · price +$3.9M$35.9M−$50.1M
- NetApp, Inc.NTAP280,458 shares · 0.4% of their software · price −$1.5M$34.6M+$17.1M
- FortinetFTNT441,765 shares · 0.4% of their software · price +$7.6M$34.3M+$16.7M
- CadenceCDNS123,417 shares · 0.3% of their software · price −$4.5M$33.4M+$33.5M
- OpenTextOTEX924,438 shares · 0.3% of their software · price +$3.0M$30.8M+$1.9M
- Block, Inc.XYZ456,895 shares · 0.3% of their software · price +$1.2M$30.7M−$12.9M
- VeriskVRSK113,087 shares · 0.3% of their software$30.3M+$4.6M
- CrowdStrikeCRWD97,134 shares · 0.3% of their software · price −$10.0M$27.2M+$7.3M
- VeevaVEEV123,457 shares · 0.3% of their software · price +$3.3M$25.9M+$6.1M
- BroadridgeBR118,899 shares · 0.3% of their software · price +$2.1M$25.6M+$1.6M
- Lyft, Inc.LYFT1,833,600 shares · 0.2% of their software · price −$2.5M$23.4M+$3.3M
- NutanixNTNX379,200 shares · 0.2% of their software · price +$910K$22.5M+$14.8M
- DropboxDBX830,200 shares · 0.2% of their software · price +$2.5M$21.1M+$12.2M
- Corpay, Inc.CPAY66,854 shares · 0.2% of their software · price +$3.1M$20.9M+$751K
- PaycomPAYC121,174 shares · 0.2% of their software · price +$2.9M$20.2M−$5.9M
- BILLBILL358,321 shares · 0.2% of their software$18.9M+$3.5M
- SnowflakeSNOW161,155 shares · 0.2% of their software · price −$3.3M$18.5M−$3.2M
- DatadogDDOG150,851 shares · 0.2% of their software · price −$2.2M$17.4M−$28.1M
- ZoomZM247,542 shares · 0.2% of their software · price +$2.6M$17.3M−$23.5M
- Manhattan AssociatesMANH61,100 shares · 0.2% of their software · price +$2.1M$17.2MFlat
- VeriSign, Inc.VRSN88,768 shares · 0.2% of their software · price +$1.1M$16.9M−$5.7M
- SamsaraIOT339,900 shares · 0.2% of their software · price +$4.9M$16.4MSplit
- HubSpotHUBS30,588 shares · 0.2% of their software · price −$1.8M$16.3M+$11.3M
- Paychex, Inc.PAYX113,354 shares · 0.2% of their software · price +$1.8M$15.2M−$1.3M
- DescartesDSGX147,551 shares · 0.2% of their software · price +$903K$15.2MFlat
- UiPathPATH1,187,500 shares · 0.2% of their software$15.2M+$7.7M
- TwilioTWLO224,602 shares · 0.2% of their software · price +$1.9M$14.6M+$1.7M
- WorkdayWDAY57,610 shares · 0.1% of their software · price +$1.2M$14.1M−$9.8M
- AtlassianTEAM78,204 shares · 0.1% of their software · price −$1.4M$12.4M−$25.6M
- AutodeskADSK43,291 shares · 0.1% of their software · price +$1.2M$11.9MFlat
- CloudflareNET134,713 shares · 0.1% of their software$10.9M+$8.4M
- QualysQLYS84,000 shares · 0.1% of their software · price −$1.2M$10.8M+$3.0M
- AppFolioAPPF42,600 shares · 0.1% of their software$10.0M+$6.8M
- SynopsysSNPS17,684 shares · 0.1% of their software · price −$1.6M$9.0MFlat
- MorningstarMORN27,958 shares · 0.1% of their software · price +$651K$8.9M+$3.8M
- Roper Technologies, Inc.ROP15,806 shares · 0.1% of their software$8.8M+$5.4M
- UnityU369,700 shares · 0.1% of their software · price +$2.4M$8.4M−$3.4M
- Fair IsaacFICO4,088 shares · 0.1% of their software · price +$1.9M$7.9M+$3.1M
- ProcorePCOR110,900 shares · 0.1% of their software · price −$509K$6.8M−$6.3M
- The Trade DeskTTD61,222 shares · 0.1% of their software · price +$733K$6.7M−$4.8M
- InterDigital, Inc.IDCC47,300 shares · 0.1% of their software · price +$1.2M$6.7MFlat
- DuolingoDUOL22,700 shares · 0.1% of their software · price +$1.7M$6.4M+$1.7M
- BoxBOX190,000 shares · 0.1% of their software · price +$1.2M$6.2MFlat
- AppLovinAPP46,527 shares · 0.1% of their software · price +$2.2M$6.1M+$1.3M
- TeradataTDC174,200 shares · 0.1% of their software · price −$735K$5.3M−$916K
- Global-EGLBE131,354 shares · 0.1% of their software$5.0M+$563K
- PagSeguro Digital Ltd.PAGS561,950 shares · 0.1% of their software · price −$1.7M$4.8MFlat
- Clear Secure, Inc.YOU124,700 shares · 0.0% of their software · price +$1.8M$4.1MFlat
- ZscalerZS22,904 shares · 0.0% of their software$3.9M+$1.4M
- CoStarCSGP49,492 shares · 0.0% of their software$3.7MFlat
- BrazeBRZE111,200 shares · 0.0% of their software · price −$723K$3.6M+$4.1M
- CommvaultCVLT23,200 shares · 0.0% of their software · price +$749K$3.6M+$1.6M
- LightspeedLSPD206,700 shares · 0.0% of their software · price +$579K$3.4MFlat
- TrimbleTRMB51,100 shares · 0.0% of their software$3.2M−$1.5M
- F5, Inc.FFIV13,400 shares · 0.0% of their software · price +$643K$3.0MFlat
- JFrogFROG100,713 shares · 0.0% of their software · price −$857K$2.9MFlat
- ACI WorldwideACIW56,700 shares · 0.0% of their software · price +$641K$2.9MNew · +$2.2M
- Rapid7RPD67,800 shares · 0.0% of their software$2.7M+$2.8M
- SPS CommerceSPSC13,800 shares · 0.0% of their software$2.7M+$2.5M
- Full Truck Alliance Co. Ltd.YMM288,110 shares · 0.0% of their software$2.6M−$6.3M
- PaylocityPCTY15,500 shares · 0.0% of their software · price +$513K$2.6MFlat
- DoubleVerifyDV151,200 shares · 0.0% of their software$2.5MNew · +$2.9M
- Tyler TechnologiesTYL4,327 shares · 0.0% of their software$2.5MFlat
- Upbound Group, Inc.UPBD69,100 shares · 0.0% of their software$2.2M+$731K
- ToastTOST75,300 shares · 0.0% of their software$2.1M−$14.6M
- Amdocs LimitedDOX22,600 shares · 0.0% of their software$2.0MFlat
- Grab Holdings LimitedGRAB483,070 shares · 0.0% of their software$1.8M+$794K
- DoximityDOCS40,700 shares · 0.0% of their software · price +$635K$1.8M−$1.7M
- RingCentralRNG48,288 shares · 0.0% of their software$1.5MFlat
- AsanaASAN119,400 shares · 0.0% of their software$1.4MFlat
- Cellebrite DI Ltd.CLBT80,479 shares · 0.0% of their software$1.4M+$521K
- GuidewireGWRE7,400 shares · 0.0% of their software$1.4M+$965K
- BlackLineBL24,100 shares · 0.0% of their software$1.3M+$1.0M
- PTCPTC7,244 shares · 0.0% of their software$1.3MNew · +$1.3M
- NetScout Systems, Inc.NTCT57,200 shares · 0.0% of their software$1.2M+$1.0M
- FreshworksFRSH94,600 shares · 0.0% of their software$1.1M−$5.2M
- OktaOKTA14,300 shares · 0.0% of their software$1.1M−$3.9M
- GitLabGTLB13,600 shares · 0.0% of their software$701K−$18.7M
- WixWIX3,307 shares · 0.0% of their software$553KFlat
- KlaviyoKVYO14,800 shares · 0.0% of their software$524KFlat
- Zeta GlobalZETA12,600 shares · 0.0% of their software$376K−$9.6M
- SS&CSSNC4,400 shares · 0.0% of their software$327K−$9.1M
- Sabre CorporationSABR85,700 shares · 0.0% of their software$315KFlat
- Intapp, Inc.INTA6,500 shares · 0.0% of their software$311KFlat
- YextYEXT37,400 shares · 0.0% of their software$259KFlat
- CourseraCOUR32,300 shares · 0.0% of their software$256KFlat
- LiveRamp Holdings, Inc.RAMP10,200 shares · 0.0% of their software$253KFlat
- C3.aiAI10,400 shares · 0.0% of their software$252KFlat
- VaronisVRNS3,600 shares · 0.0% of their software$203KNew · Flat
- DynatraceDT3,800 shares · 0.0% of their software$203KFlat
- TenableTENB5,000 shares · 0.0% of their software$203KFlat
- ElasticESTC2,600 shares · 0.0% of their software$200K−$877K
- Five9FIVN6,600 shares · 0.0% of their software$190K−$587K
- nCinoNCNO5,700 shares · 0.0% of their software$180KFlat
- Euronet Worldwide, Inc.EEFT1,800 shares · 0.0% of their software$179KNew · Flat
- Clearwater AnalyticsCWAN5,500 shares · 0.0% of their software$139K—
- PagerDutyPD7,400 shares · 0.0% of their software$137KFlat
- monday.comMNDY407 shares · 0.0% of their software$113KFlat
- Definitive HealthcareDH24,800 shares · 0.0% of their software$111KFlat
- WorkivaWK1,300 shares · 0.0% of their software$103KFlat
- Alarm.com Holdings, Inc.ALRM1,700 shares · 0.0% of their software$93KFlat
- Sprout SocialSPT2,800 shares · 0.0% of their software$81KFlat
- ZoomInfoZI6,500 shares · 0.0% of their software$67K—
- AppianAPPN1,800 shares · 0.0% of their software$61KFlat
- SprinklrCXM6,000 shares · 0.0% of their software$46KNew · Flat
- Check PointCHKP188 shares · 0.0% of their software$36KFlat
- ProgressPRGS500 shares · 0.0% of their software$34KFlat
- A10 Networks, Inc.ATEN2,100 shares · 0.0% of their software$30KFlat
- StoneCo Ltd.STNE1,978 shares · 0.0% of their software$22K−$2.3M
- AmplitudeAMPL2,000 shares · 0.0% of their software$18KFlat
- PAR Technology CorporationPAR300 shares · 0.0% of their software$16KNew · Flat
- ePlus inc.PLUS100 shares · 0.0% of their software$10KNew · Flat