Generalist · Toronto Ontario, Canada
Canada Pension Plan Investment Board
Q1 2025 · compared with Q4 2024
- Software
- $11.3B
- Weight of 13F
- 11.0%
- Names
- 135
- Net bought
- +$1.2B
Filed 15 May 2025 · SEC filing.
1,296 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
- MicrosoftMSFT10,189,406 shares · 33.9% of their software · price −$470M$3.8B+$506M
- Sportradar Group AGSRAD79,555,080 shares · 15.2% of their software · price +$340M$1.7BFlat
- WaystarWAY29,692,286 shares · 9.8% of their software · price +$19.6M$1.1B−$276M
- ShopifySHOP5,943,409 shares · 5.0% of their software · price −$64.5M$566M+$162M
- SalesforceCRM1,904,116 shares · 4.5% of their software · price −$126M$511M+$171M
- AdobeADBE983,686 shares · 3.3% of their software · price −$60.2M$377M+$230M
- IntuitINTU491,892 shares · 2.7% of their software · price −$7.1M$302M+$153M
- ServiceNowNOW376,701 shares · 2.7% of their software · price −$99.4M$300M+$90.0M
- GoDaddyGDDY1,503,755 shares · 2.4% of their software · price −$25.9M$271M+$23.2M
- Uber Technologies, Inc.UBER3,544,073 shares · 2.3% of their software · price +$44.4M$258M−$90.1M
- OracleORCL1,359,976 shares · 1.7% of their software · price −$36.5M$190M+$53.9M
- PalantirPLTR2,231,585 shares · 1.7% of their software · price +$19.6M$188M−$67.1M
- MongoDBMDB666,209 shares · 1.0% of their software · price −$38.2M$117M+$49.1M
- Automatic Data Processing, Inc.ADP260,375 shares · 0.7% of their software · price +$3.3M$79.6M−$116M
- AutodeskADSK251,754 shares · 0.6% of their software · price −$8.5M$65.9M+$43.9M
- ServiceTitanTTAN691,696 shares · 0.6% of their software · price −$5.4M$65.8MFlat
- CadenceCDNS238,577 shares · 0.5% of their software · price −$11.0M$60.7M+$46.9M
- VeriskVRSK188,893 shares · 0.5% of their software · price +$4.2M$56.2M+$14.2M
- VeriSign, Inc.VRSN220,285 shares · 0.5% of their software · price +$10.3M$55.9M+$24.7M
- Palo Alto NetworksPANW316,749 shares · 0.5% of their software · price −$3.6M$54.1M+$46.7M
- AtlassianTEAM249,507 shares · 0.5% of their software · price −$7.8M$52.9M+$26.1M
- SnowflakeSNOW326,224 shares · 0.4% of their software · price −$2.7M$47.7M+$8.8M
- BroadridgeBR179,468 shares · 0.4% of their software · price +$2.9M$43.5M+$12.8M
- WorkdayWDAY166,636 shares · 0.3% of their software · price −$4.1M$38.9M+$19.6M
- SamsaraIOT1,005,000 shares · 0.3% of their software · price −$5.4M$38.5M+$20.6M
- CoStarCSGP467,135 shares · 0.3% of their software · price +$3.6M$37.0M−$47.4M
- AppLovinAPP139,652 shares · 0.3% of their software · price −$8.2M$37.0M+$38.4M
- HubSpotHUBS64,053 shares · 0.3% of their software · price −$8.0M$36.6M+$10.9M
- Paychex, Inc.PAYX227,119 shares · 0.3% of their software · price +$3.2M$35.0M+$16.6M
- N-ableNABL4,837,521 shares · 0.3% of their software · price −$10.9M$34.3MFlat
- FortinetFTNT340,677 shares · 0.3% of their software · price +$606K$32.8M+$10.7M
- Fiserv, Inc.FISV147,801 shares · 0.3% of their software · price +$2.3M$32.6M+$7.2M
- OpenTextOTEX1,247,467 shares · 0.3% of their software · price −$3.8M$31.5M+$9.1M
- DropboxDBX1,112,800 shares · 0.3% of their software · price −$3.7M$29.7M+$4.9M
- Rubrik, Inc.RBRK463,419 shares · 0.3% of their software · price −$2.0M$28.3MNew · +$30.3M
- Corpay, Inc.CPAY79,681 shares · 0.2% of their software · price +$821K$27.8M+$6.9M
- DatadogDDOG275,341 shares · 0.2% of their software · price −$12.0M$27.3M+$17.1M
- VeevaVEEV106,629 shares · 0.2% of their software · price +$2.3M$24.7M−$22.1M
- CloudflareNET205,603 shares · 0.2% of their software · price +$1.0M$23.2MFlat
- SynopsysSNPS53,039 shares · 0.2% of their software · price −$3.0M$22.7M+$3.9M
- The Trade DeskTTD388,242 shares · 0.2% of their software · price −$24.4M$21.2M+$11.5M
- ZscalerZS102,714 shares · 0.2% of their software · price +$1.8M$20.4M+$10.0M
- NetApp, Inc.NTAP231,622 shares · 0.2% of their software · price −$6.5M$20.3M+$4.3M
- UiPathPATH1,809,200 shares · 0.2% of their software · price −$4.4M$18.6M+$2.6M
- Lyft, Inc.LYFT1,525,911 shares · 0.2% of their software · price −$1.6M$18.1M+$6.4M
- ZoomZM240,407 shares · 0.2% of their software · price −$1.9M$17.7M+$4.3M
- PaylocityPCTY82,500 shares · 0.1% of their software · price −$1.0M$15.5M+$4.9M
- QualysQLYS116,200 shares · 0.1% of their software · price −$1.7M$14.6M+$4.5M
- BILLBILL311,700 shares · 0.1% of their software · price −$12.1M$14.3M+$6.6M
- Fair IsaacFICO6,465 shares · 0.1% of their software · price −$949K$11.9M+$1.5M
- NutanixNTNX169,800 shares · 0.1% of their software · price +$1.5M$11.9M−$10.0M
- CrowdStrikeCRWD33,144 shares · 0.1% of their software$11.7M+$9.6M
- ToastTOST337,500 shares · 0.1% of their software · price −$1.1M$11.2M+$5.0M
- DescartesDSGX104,986 shares · 0.1% of their software · price −$1.3M$10.6M−$3.8M
- InterDigital, Inc.IDCC47,300 shares · 0.1% of their software · price +$616K$9.8MFlat
- Manhattan AssociatesMANH56,100 shares · 0.1% of their software · price −$5.5M$9.7MNew · +$15.2M
- BoxBOX305,500 shares · 0.1% of their software$9.4MFlat
- Tyler TechnologiesTYL15,870 shares · 0.1% of their software$9.2M+$2.1M
- WixWIX53,020 shares · 0.1% of their software · price −$2.7M$8.7M+$10.7M
- PTCPTC51,795 shares · 0.1% of their software · price −$1.5M$8.0M+$4.2M
- PaycomPAYC34,100 shares · 0.1% of their software$7.5M−$5.3M
- Global-EGLBE206,034 shares · 0.1% of their software · price −$3.9M$7.3M+$6.7M
- ElasticESTC81,900 shares · 0.1% of their software · price −$817K$7.3M+$6.9M
- StoneCo Ltd.STNE649,680 shares · 0.1% of their software · price +$1.6M$6.8M+$5.2M
- Clear Secure, Inc.YOU251,800 shares · 0.1% of their software$6.5M+$6.5M
- JFrogFROG196,954 shares · 0.1% of their software · price +$510K$6.3M+$2.8M
- TwilioTWLO64,302 shares · 0.1% of their software · price −$654K$6.3M−$12.0M
- SentinelOneS325,500 shares · 0.1% of their software · price −$1.3M$5.9MNew · +$7.2M
- MorningstarMORN19,400 shares · 0.1% of their software · price −$716K$5.8MNew · +$6.5M
- Block, Inc.XYZ106,859 shares · 0.1% of their software · price −$3.3M$5.8M−$18.4M
- monday.comMNDY19,266 shares · 0.0% of their software$4.7M+$4.5M
- DoubleVerifyDV342,000 shares · 0.0% of their software · price −$2.0M$4.6M+$1.6M
- Tuya Inc.TUYA1,469,600 shares · 0.0% of their software · price +$1.8M$4.5MNew · +$2.6M
- GuidewireGWRE23,300 shares · 0.0% of their software$4.4M+$2.2M
- DoximityDOCS74,100 shares · 0.0% of their software$4.3M−$2.6M
- C3.aiAI203,200 shares · 0.0% of their software · price −$2.7M$4.3M+$6.0M
- OktaOKTA39,400 shares · 0.0% of their software · price +$1.0M$4.1M−$2.1M
- Roper Technologies, Inc.ROP6,716 shares · 0.0% of their software$4.0M−$13.9M
- FreshworksFRSH265,800 shares · 0.0% of their software · price −$548K$3.8M−$1.4M
- TrimbleTRMB51,100 shares · 0.0% of their software$3.4MFlat
- ProcorePCOR50,000 shares · 0.0% of their software$3.3M−$5.0M
- Cellebrite DI Ltd.CLBT161,671 shares · 0.0% of their software$3.1M+$1.8M
- BrazeBRZE77,500 shares · 0.0% of their software$2.8M−$4.0M
- BlackLineBL49,600 shares · 0.0% of their software · price −$612K$2.4M+$693K
- F5, Inc.FFIV9,000 shares · 0.0% of their software$2.4M−$1.1M
- DynatraceDT48,200 shares · 0.0% of their software$2.3M+$1.1M
- SPS CommerceSPSC16,600 shares · 0.0% of their software · price −$851K$2.2M−$1.8M
- Grab Holdings LimitedGRAB483,070 shares · 0.0% of their software$2.2MFlat
- Calix, Inc.CALX53,500 shares · 0.0% of their software$1.9MNew · +$1.9M
- PagSeguro Digital Ltd.PAGS241,950 shares · 0.0% of their software$1.8MFlat
- UnityU91,400 shares · 0.0% of their software$1.8M+$2.0M
- A10 Networks, Inc.ATEN109,400 shares · 0.0% of their software$1.8M+$1.3M
- AppFolioAPPF7,400 shares · 0.0% of their software$1.6M−$11.3M
- AsanaASAN109,200 shares · 0.0% of their software · price −$622K$1.6MFlat
- SS&CSSNC17,100 shares · 0.0% of their software$1.4MFlat
- BlackBerry LimitedBB363,600 shares · 0.0% of their software$1.4MNew · +$1.4M
- ZoomInfoZI131,800 shares · 0.0% of their software$1.3M—
- RingCentralRNG48,288 shares · 0.0% of their software$1.2MFlat
- AvePointAVPT78,200 shares · 0.0% of their software$1.1MFlat
- Zeta GlobalZETA82,700 shares · 0.0% of their software$1.1M−$1.7M
- CommvaultCVLT7,000 shares · 0.0% of their software$1.1M−$1.6M
- LightspeedLSPD105,000 shares · 0.0% of their software · price −$680K$919KFlat
- Rapid7RPD27,600 shares · 0.0% of their software$732K−$2.5M
- VaronisVRNS15,800 shares · 0.0% of their software$639KFlat
- DuolingoDUOL1,700 shares · 0.0% of their software$528KFlat
- Amdocs LimitedDOX5,200 shares · 0.0% of their software$476K−$1.8M
- Alight, Inc.ALIT69,000 shares · 0.0% of their software$409KFlat
- PagerDutyPD20,800 shares · 0.0% of their software$380KFlat
- CourseraCOUR50,000 shares · 0.0% of their software$333KFlat
- KlaviyoKVYO8,500 shares · 0.0% of their software$257KFlat
- PAR Technology CorporationPAR3,800 shares · 0.0% of their software$233KFlat
- Five9FIVN7,800 shares · 0.0% of their software$212KFlat
- DigitalOceanDOCN6,100 shares · 0.0% of their software$204KFlat
- TenableTENB5,000 shares · 0.0% of their software$175KFlat
- GitLabGTLB3,200 shares · 0.0% of their software$150KFlat
- WorkivaWK1,900 shares · 0.0% of their software$144K−$4.7M
- SprinklrCXM16,700 shares · 0.0% of their software$139KFlat
- Check PointCHKP550 shares · 0.0% of their software$125KFlat
- FastlyFSLY18,700 shares · 0.0% of their software$118KFlat
- Alarm.com Holdings, Inc.ALRM2,100 shares · 0.0% of their software$117K−$2.4M
- ePlus inc.PLUS1,900 shares · 0.0% of their software$116KFlat
- Clearwater AnalyticsCWAN4,300 shares · 0.0% of their software$115K—
- LiveRamp Holdings, Inc.RAMP4,100 shares · 0.0% of their software$107KFlat
- AppianAPPN3,600 shares · 0.0% of their software$104KFlat
- Cerence Inc.CRNC10,700 shares · 0.0% of their software$85K−$1.5M
- NetScout Systems, Inc.NTCT2,900 shares · 0.0% of their software$61K−$1.2M
- ProgressPRGS1,000 shares · 0.0% of their software$52KFlat
- Sprout SocialSPT2,300 shares · 0.0% of their software$51KFlat
- Intapp, Inc.INTA700 shares · 0.0% of their software$41KFlat
- TeradataTDC1,500 shares · 0.0% of their software$34K−$4.2M
- Digital TurbineAPPS11,900 shares · 0.0% of their software$32KNew · Flat
- SemrushSEMR2,800 shares · 0.0% of their software$26KNew
- Adeia Inc.ADEA1,600 shares · 0.0% of their software$21KNew · Flat
- Sabre CorporationSABR6,600 shares · 0.0% of their software$19KNew · Flat
- VertexVERX400 shares · 0.0% of their software$14KNew · Flat