Generalist · Toronto Ontario, Canada
Canada Pension Plan Investment Board
Q4 2024 · compared with Q3 2024
- Software
- $10.7B
- Weight of 13F
- 10.2%
- Names
- 139
- Net bought
- +$39.7M
Filed 13 February 2025 · SEC filing.
1,396 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
- MicrosoftMSFT8,989,302 shares · 35.3% of their software · price −$79.1M$3.8B+$762M
- Sportradar Group AGSRAD79,555,080 shares · 12.9% of their software · price +$416M$1.4BFlat
- WaystarWAY37,209,454 shares · 12.7% of their software · price +$328M$1.4BFlat
- ShopifySHOP4,420,836 shares · 4.4% of their software · price +$116M$470M+$33.9M
- SalesforceCRM1,393,447 shares · 4.3% of their software · price +$84.5M$466M−$166M
- ServiceNowNOW291,784 shares · 2.9% of their software · price +$48.4M$309M−$415M
- Uber Technologies, Inc.UBER5,037,153 shares · 2.8% of their software · price −$74.8M$304M−$30.7M
- GoDaddyGDDY1,386,137 shares · 2.6% of their software · price +$56.3M$274M+$113M
- PalantirPLTR3,119,241 shares · 2.2% of their software · price +$120M$236M+$57.5M
- AdobeADBE467,018 shares · 1.9% of their software · price −$34.1M$208M+$92.9M
- Automatic Data Processing, Inc.ADP655,850 shares · 1.8% of their software · price +$10.5M$192M+$36.0M
- OracleORCL1,036,773 shares · 1.6% of their software · price −$3.9M$173M−$171M
- IntuitINTU248,723 shares · 1.5% of their software · price +$1.9M$156M+$47.7M
- MongoDBMDB455,186 shares · 1.0% of their software · price −$17.1M$106M−$106M
- CoStarCSGP1,129,307 shares · 0.8% of their software · price −$4.3M$80.8M+$81.5M
- ServiceTitanTTAN691,696 shares · 0.7% of their software$71.2MNew · +$71.2M
- N-ableNABL4,837,521 shares · 0.4% of their software · price −$18.0M$45.2MFlat
- VeevaVEEV211,766 shares · 0.4% of their software$44.5M+$18.5M
- SnowflakeSNOW268,971 shares · 0.4% of their software · price +$10.6M$41.5M+$12.4M
- VeriskVRSK137,393 shares · 0.4% of their software · price +$1.0M$37.8M+$6.5M
- AtlassianTEAM142,236 shares · 0.3% of their software · price +$12.0M$34.6M+$10.2M
- The Trade DeskTTD290,418 shares · 0.3% of their software · price +$2.3M$34.1M+$25.1M
- HubSpotHUBS48,406 shares · 0.3% of their software · price +$8.0M$33.7M+$9.5M
- AutodeskADSK103,270 shares · 0.3% of their software · price +$2.1M$30.5M+$16.5M
- DropboxDBX950,500 shares · 0.3% of their software · price +$4.4M$28.6M+$3.1M
- BroadridgeBR123,001 shares · 0.3% of their software · price +$1.4M$27.8M+$882K
- Block, Inc.XYZ322,941 shares · 0.3% of their software · price +$5.8M$27.4M−$9.0M
- OpenTextOTEX924,438 shares · 0.2% of their software · price −$4.6M$26.1MFlat
- DLocal LimitedDLO2,229,033 shares · 0.2% of their software · price +$7.3M$25.1MNew · +$17.8M
- CadenceCDNS82,637 shares · 0.2% of their software · price +$2.4M$24.8M−$11.1M
- WorkdayWDAY90,632 shares · 0.2% of their software · price +$1.2M$23.4M+$8.1M
- SamsaraIOT533,800 shares · 0.2% of their software · price −$2.4M$23.3M+$9.3M
- Fiserv, Inc.FISV112,906 shares · 0.2% of their software · price +$2.9M$23.2M−$64.1M
- NetApp, Inc.NTAP194,266 shares · 0.2% of their software · price −$1.4M$22.6M−$10.6M
- DatadogDDOG155,961 shares · 0.2% of their software · price +$4.3M$22.3M+$588K
- CloudflareNET206,005 shares · 0.2% of their software · price +$5.5M$22.2M+$5.8M
- SynopsysSNPS44,909 shares · 0.2% of their software · price −$944K$21.8M+$13.8M
- FortinetFTNT227,569 shares · 0.2% of their software · price +$3.9M$21.5M−$16.6M
- VeriSign, Inc.VRSN100,917 shares · 0.2% of their software · price +$1.7M$20.9M+$2.3M
- NutanixNTNX333,400 shares · 0.2% of their software · price +$643K$20.4M−$2.7M
- UiPathPATH1,604,800 shares · 0.2% of their software$20.4M+$5.3M
- Corpay, Inc.CPAY59,432 shares · 0.2% of their software · price +$1.5M$20.1M−$2.3M
- BILLBILL233,300 shares · 0.2% of their software · price +$7.5M$19.8M−$6.6M
- TwilioTWLO175,502 shares · 0.2% of their software · price +$7.5M$19.0M−$3.2M
- EVERTEC, Inc.EVTC504,370 shares · 0.2% of their software$17.4MNew · +$17.1M
- Roper Technologies, Inc.ROP33,364 shares · 0.2% of their software · price −$1.2M$17.3M+$9.8M
- DescartesDSGX138,451 shares · 0.1% of their software · price +$1.5M$15.7M−$937K
- AkamaiAKAM163,225 shares · 0.1% of their software · price −$865K$15.6M−$19.4M
- ZoomZM188,194 shares · 0.1% of their software · price +$2.2M$15.4M−$4.1M
- Paychex, Inc.PAYX108,717 shares · 0.1% of their software · price +$656K$15.2M−$622K
- Lyft, Inc.LYFT1,029,100 shares · 0.1% of their software$13.3M−$10.3M
- AppFolioAPPF53,000 shares · 0.1% of their software · price +$600K$13.1M+$2.4M
- PaycomPAYC59,774 shares · 0.1% of their software · price +$2.3M$12.3M−$10.2M
- QualysQLYS84,300 shares · 0.1% of their software · price +$991K$11.8MFlat
- PaylocityPCTY57,700 shares · 0.1% of their software · price +$2.0M$11.5M+$7.0M
- Fair IsaacFICO5,736 shares · 0.1% of their software$11.4M+$3.2M
- Palo Alto NetworksPANW59,904 shares · 0.1% of their software · price −$9.6M$10.9M−$315M
- BoxBOX317,800 shares · 0.1% of their software$10.0M+$4.2M
- Core Scientific, Inc.CORZ662,000 shares · 0.1% of their software · price +$1.4M$9.3MNew · +$7.9M
- InterDigital, Inc.IDCC47,300 shares · 0.1% of their software · price +$2.5M$9.2MFlat
- ProcorePCOR117,100 shares · 0.1% of their software · price +$1.5M$8.8MFlat
- ZscalerZS47,167 shares · 0.1% of their software$8.5M+$4.1M
- ToastTOST200,900 shares · 0.1% of their software · price +$1.6M$7.3M+$3.6M
- BrazeBRZE173,700 shares · 0.1% of their software · price +$1.7M$7.3M+$2.0M
- Clearwater AnalyticsCWAN264,000 shares · 0.1% of their software$7.3M—
- Tyler TechnologiesTYL12,270 shares · 0.1% of their software$7.1M+$4.6M
- AppLovinAPP21,019 shares · 0.1% of their software · price +$4.1M$6.8MSplit
- DoximityDOCS122,000 shares · 0.1% of their software · price +$1.2M$6.5M+$3.5M
- FreshworksFRSH352,900 shares · 0.1% of their software · price +$1.7M$5.7M+$3.0M
- Gen DigitalGEN207,700 shares · 0.1% of their software$5.7MNew · +$5.7M
- PTCPTC29,199 shares · 0.1% of their software$5.4M+$4.0M
- OktaOKTA65,500 shares · 0.0% of their software$5.2M+$3.8M
- DoubleVerifyDV259,900 shares · 0.0% of their software · price +$616K$5.0M+$1.8M
- WorkivaWK44,700 shares · 0.0% of their software · price +$1.4M$4.9M+$3.4M
- SPS CommerceSPSC26,500 shares · 0.0% of their software$4.9M+$2.5M
- Global-EGLBE83,254 shares · 0.0% of their software · price +$1.3M$4.5M−$1.8M
- TeradataTDC137,700 shares · 0.0% of their software$4.3M−$1.1M
- TrimbleTRMB51,100 shares · 0.0% of their software$3.6MFlat
- Rapid7RPD89,300 shares · 0.0% of their software$3.6M+$858K
- F5, Inc.FFIV13,400 shares · 0.0% of their software$3.4MFlat
- Zeta GlobalZETA178,200 shares · 0.0% of their software · price −$2.1M$3.2M+$4.9M
- Full Truck Alliance Co. Ltd.YMM288,100 shares · 0.0% of their software · price +$521K$3.1MFlat
- Payoneer Global Inc.PAYO304,900 shares · 0.0% of their software · price +$765K$3.1MNew · +$2.3M
- JFrogFROG100,713 shares · 0.0% of their software$3.0MFlat
- Remitly Global, Inc.RELY125,200 shares · 0.0% of their software · price +$1.1M$2.8MNew · +$1.7M
- CommvaultCVLT17,500 shares · 0.0% of their software$2.6M−$877K
- Alarm.com Holdings, Inc.ALRM41,400 shares · 0.0% of their software$2.5M+$2.2M
- Dave Inc.DAVE27,300 shares · 0.0% of their software · price +$1.3M$2.4MNew · +$1.1M
- BlackLineBL38,200 shares · 0.0% of their software$2.3M+$777K
- Grab Holdings LimitedGRAB483,070 shares · 0.0% of their software$2.3MFlat
- Amdocs LimitedDOX25,900 shares · 0.0% of their software$2.2MFlat
- AsanaASAN107,100 shares · 0.0% of their software · price +$930K$2.2MFlat
- Cellebrite DI Ltd.CLBT80,479 shares · 0.0% of their software$1.8MFlat
- GuidewireGWRE10,500 shares · 0.0% of their software$1.8M+$567K
- CrowdStrikeCRWD5,059 shares · 0.0% of their software$1.7M−$25.8M
- RingCentralRNG48,288 shares · 0.0% of their software$1.7MFlat
- AvePointAVPT99,600 shares · 0.0% of their software$1.6MNew · +$1.2M
- AlkamiALKT43,800 shares · 0.0% of their software$1.6MNew · +$1.4M
- LightspeedLSPD105,000 shares · 0.0% of their software$1.6M−$1.7M
- Cerence Inc.CRNC200,900 shares · 0.0% of their software · price +$944K$1.6MNew · +$633K
- DynatraceDT28,800 shares · 0.0% of their software$1.6M+$1.3M
- PagSeguro Digital Ltd.PAGS241,950 shares · 0.0% of their software · price −$569K$1.5M−$2.8M
- SS&CSSNC19,300 shares · 0.0% of their software$1.5M+$1.1M
- NetScout Systems, Inc.NTCT58,900 shares · 0.0% of their software$1.3MFlat
- ElasticESTC12,200 shares · 0.0% of their software$1.2M+$737K
- VaronisVRNS25,800 shares · 0.0% of their software$1.1M+$1.3M
- C3.aiAI30,300 shares · 0.0% of their software$1.0MFlat
- DuolingoDUOL2,800 shares · 0.0% of their software$908K−$5.6M
- A10 Networks, Inc.ATEN41,200 shares · 0.0% of their software$758K+$565K
- WixWIX3,307 shares · 0.0% of their software$710KFlat
- Alight, Inc.ALIT74,700 shares · 0.0% of their software$517KNew · +$553K
- PagerDutyPD20,800 shares · 0.0% of their software$380KFlat
- Five9FIVN9,000 shares · 0.0% of their software$366KFlat
- CourseraCOUR41,200 shares · 0.0% of their software$350KFlat
- ProgressPRGS4,600 shares · 0.0% of their software$300KFlat
- GitLabGTLB5,300 shares · 0.0% of their software$299KFlat
- ZoomInfoZI25,000 shares · 0.0% of their software$263K—
- PAR Technology CorporationPAR3,000 shares · 0.0% of their software$218KFlat
- LiveRamp Holdings, Inc.RAMP6,900 shares · 0.0% of their software$210KFlat
- TenableTENB5,000 shares · 0.0% of their software$197KFlat
- Clear Secure, Inc.YOU7,100 shares · 0.0% of their software$189K−$3.9M
- ePlus inc.PLUS2,400 shares · 0.0% of their software$177KFlat
- Agilysys, Inc.AGYS1,100 shares · 0.0% of their software$145KNew · Flat
- DigitalOceanDOCN3,900 shares · 0.0% of their software$133KNew · Flat
- SprinklrCXM14,800 shares · 0.0% of their software$125KFlat
- Definitive HealthcareDH29,300 shares · 0.0% of their software$120KFlat
- KlaviyoKVYO2,400 shares · 0.0% of their software$99KFlat
- FastlyFSLY8,700 shares · 0.0% of their software$82KNew · Flat
- AppianAPPN2,300 shares · 0.0% of their software$76KFlat
- AmplitudeAMPL7,100 shares · 0.0% of their software$75KFlat
- Sprout SocialSPT1,500 shares · 0.0% of their software$46KFlat
- Mitek Systems, Inc.MITK3,500 shares · 0.0% of their software$39KNew · Flat
- Check PointCHKP188 shares · 0.0% of their software$35KFlat
- YextYEXT3,400 shares · 0.0% of their software$22KFlat
- Intapp, Inc.INTA300 shares · 0.0% of their software$19KFlat
- StoneCo Ltd.STNE1,978 shares · 0.0% of their software$16KFlat
- PubMaticPUBM1,000 shares · 0.0% of their software$15KNew · Flat
- UnityU200 shares · 0.0% of their software$4K−$8.4M
- monday.comMNDY10 shares · 0.0% of their software$2KFlat