Generalist · Toronto Ontario, Canada
Canada Pension Plan Investment Board
Q2 2025 · compared with Q1 2025
- Software
- $14.7B
- Weight of 13F
- 12.6%
- Names
- 137
- Net bought
- +$534M
Filed 14 August 2025 · SEC filing.
1,344 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
- MicrosoftMSFT11,078,049 shares · 37.5% of their software · price +$1.4B$5.5B+$334M
- Sportradar Group AGSRAD68,171,745 shares · 13.0% of their software · price +$440M$1.9B−$246M
- WaystarWAY24,964,225 shares · 7.0% of their software · price +$87.6M$1.0B−$177M
- ShopifySHOP5,280,409 shares · 4.2% of their software · price +$105M$609M−$63.3M
- SalesforceCRM2,054,201 shares · 3.8% of their software · price +$8.9M$560M+$40.3M
- AdobeADBE1,149,788 shares · 3.0% of their software · price +$3.9M$445M+$63.7M
- PalantirPLTR3,139,480 shares · 2.9% of their software · price +$163M$428M+$76.6M
- IntuitINTU497,226 shares · 2.7% of their software · price +$86.3M$392M+$3.3M
- OracleORCL1,744,226 shares · 2.6% of their software · price +$137M$381M+$53.7M
- Uber Technologies, Inc.UBER4,061,161 shares · 2.6% of their software · price +$83.0M$379M+$37.7M
- ServiceNowNOW298,718 shares · 2.1% of their software · price +$69.3M$307M−$62.1M
- GoDaddyGDDY1,201,966 shares · 1.5% of their software$216M−$54.4M
- AppLovinAPP425,622 shares · 1.0% of their software · price +$36.2M$149M+$75.8M
- Palo Alto NetworksPANW576,800 shares · 0.8% of their software · price +$19.6M$118M+$44.4M
- SnowflakeSNOW512,595 shares · 0.8% of their software · price +$39.8M$115M+$27.2M
- AutodeskADSK311,232 shares · 0.7% of their software · price +$14.9M$96.3M+$15.6M
- Automatic Data Processing, Inc.ADP312,046 shares · 0.7% of their software · price +$896K$96.2M+$15.8M
- AtlassianTEAM456,219 shares · 0.6% of their software · price −$4.2M$92.7M+$43.9M
- CadenceCDNS299,830 shares · 0.6% of their software · price +$16.1M$92.4M+$15.6M
- DatadogDDOG596,115 shares · 0.5% of their software · price +$20.9M$80.1M+$31.8M
- WorkdayWDAY316,584 shares · 0.5% of their software · price +$2.0M$76.0M+$35.0M
- SynopsysSNPS145,922 shares · 0.5% of their software · price +$12.2M$74.8M+$39.8M
- ServiceTitanTTAN691,696 shares · 0.5% of their software · price +$8.3M$74.1MFlat
- Fiserv, Inc.FISV401,114 shares · 0.5% of their software · price −$19.4M$69.2M+$55.9M
- VeriskVRSK208,336 shares · 0.4% of their software · price +$2.9M$64.9M+$5.8M
- ZscalerZS190,154 shares · 0.4% of their software · price +$22.0M$59.7M+$17.3M
- The Trade DeskTTD827,779 shares · 0.4% of their software · price +$14.3M$59.6M+$24.1M
- VeriSign, Inc.VRSN201,952 shares · 0.4% of their software · price +$7.1M$58.3M−$4.7M
- Rubrik, Inc.RBRK617,519 shares · 0.4% of their software · price +$17.7M$55.3M+$9.4M
- MongoDBMDB248,645 shares · 0.4% of their software · price +$8.6M$52.2M−$73.2M
- UiPathPATH4,021,200 shares · 0.4% of their software · price +$10.1M$51.5M+$22.8M
- BroadridgeBR186,290 shares · 0.3% of their software$45.3M+$1.7M
- OpenTextOTEX1,547,467 shares · 0.3% of their software · price +$6.1M$45.2M+$7.6M
- CoStarCSGP534,498 shares · 0.3% of their software · price +$625K$43.0M+$5.3M
- CloudflareNET206,420 shares · 0.3% of their software · price +$17.2M$40.4MFlat
- Paychex, Inc.PAYX270,482 shares · 0.3% of their software · price −$2.4M$39.3M+$6.7M
- CrowdStrikeCRWD76,354 shares · 0.3% of their software · price +$12.0M$38.9M+$15.2M
- FortinetFTNT317,218 shares · 0.2% of their software · price +$3.0M$33.5M−$2.3M
- Full Truck Alliance Co. Ltd.YMM2,732,300 shares · 0.2% of their software · price −$2.6M$32.3MNew · +$34.9M
- NetApp, Inc.NTAP300,751 shares · 0.2% of their software · price +$5.6M$32.0M+$6.1M
- NutanixNTNX381,200 shares · 0.2% of their software · price +$2.5M$29.1M+$14.8M
- HubSpotHUBS48,234 shares · 0.2% of their software · price −$707K$26.8M−$9.0M
- Lyft, Inc.LYFT1,688,200 shares · 0.2% of their software · price +$6.6M$26.6M+$1.9M
- SamsaraIOT652,100 shares · 0.2% of their software · price +$946K$25.9M−$13.5M
- Corpay, Inc.CPAY77,951 shares · 0.2% of their software · price −$1.3M$25.9M−$603K
- VeevaVEEV87,856 shares · 0.2% of their software · price +$5.0M$25.3M−$4.3M
- Fair IsaacFICO12,323 shares · 0.2% of their software$22.5M+$10.8M
- ZoomZM262,429 shares · 0.1% of their software · price +$1.1M$20.5M+$1.6M
- PTCPTC110,418 shares · 0.1% of their software · price +$1.9M$19.0M+$9.1M
- QualysQLYS127,600 shares · 0.1% of their software · price +$2.2M$18.2M+$1.4M
- BILLBILL378,000 shares · 0.1% of their software$17.5M+$3.0M
- PaylocityPCTY93,900 shares · 0.1% of their software · price −$577K$17.0M+$2.1M
- TwilioTWLO128,502 shares · 0.1% of their software · price +$3.4M$16.0M+$6.3M
- DuolingoDUOL36,400 shares · 0.1% of their software · price +$3.6M$14.9M+$10.8M
- ToastTOST327,100 shares · 0.1% of their software · price +$3.6M$14.5MFlat
- PegasystemsPEGA254,700 shares · 0.1% of their software · price −$3.9M$13.8MNew · +$17.7M
- DescartesDSGX129,225 shares · 0.1% of their software$13.1M+$2.4M
- Manhattan AssociatesMANH62,800 shares · 0.1% of their software · price +$1.5M$12.4M+$1.2M
- ElasticESTC140,700 shares · 0.1% of their software · price −$671K$11.9M+$5.2M
- WixWIX72,102 shares · 0.1% of their software$11.4M+$3.1M
- Block, Inc.XYZ166,404 shares · 0.1% of their software · price +$2.3M$11.3M+$3.2M
- DropboxDBX379,400 shares · 0.1% of their software · price +$717K$10.9M−$19.6M
- OktaOKTA107,600 shares · 0.1% of their software · price −$565K$10.8M+$7.2M
- InterDigital, Inc.IDCC47,300 shares · 0.1% of their software · price +$827K$10.6MFlat
- StoneCo Ltd.STNE649,680 shares · 0.1% of their software · price +$3.6M$10.4MFlat
- Sprout SocialSPT471,087 shares · 0.1% of their software · price −$509K$9.9M+$10.3M
- C3.aiAI371,300 shares · 0.1% of their software · price +$1.3M$9.1M+$3.5M
- JFrogFROG203,913 shares · 0.1% of their software · price +$2.4M$8.9MFlat
- Roper Technologies, Inc.ROP15,602 shares · 0.1% of their software$8.8M+$5.2M
- monday.comMNDY25,787 shares · 0.1% of their software · price +$1.8M$8.1M+$1.6M
- Calix, Inc.CALX151,100 shares · 0.1% of their software · price +$2.7M$8.0M+$3.5M
- Global-EGLBE213,718 shares · 0.0% of their software$7.2MFlat
- Zeta GlobalZETA447,400 shares · 0.0% of their software · price +$863K$6.9M+$4.9M
- SentinelOneS350,100 shares · 0.0% of their software$6.4MFlat
- Clearwater AnalyticsCWAN286,800 shares · 0.0% of their software$6.3M—
- TrimbleTRMB76,013 shares · 0.0% of their software · price +$785K$5.8M+$1.6M
- SPS CommerceSPSC42,300 shares · 0.0% of their software$5.8M+$3.4M
- Grindr Inc.GRND248,000 shares · 0.0% of their software · price +$1.2M$5.6MNew · +$4.4M
- PaycomPAYC23,573 shares · 0.0% of their software$5.5M−$2.3M
- PagSeguro Digital Ltd.PAGS561,950 shares · 0.0% of their software · price +$1.1M$5.4M+$2.4M
- DoubleVerifyDV361,400 shares · 0.0% of their software · price +$578K$5.4MFlat
- BoxBOX157,600 shares · 0.0% of their software · price +$522K$5.4M−$4.6M
- BlackBerry LimitedBB1,169,500 shares · 0.0% of their software · price +$947K$5.4M+$3.0M
- SoundHound AI, Inc.SOUN495,100 shares · 0.0% of their software · price +$1.3M$5.3MNew · +$4.0M
- UnityU172,800 shares · 0.0% of their software · price +$797K$4.2M+$1.6M
- FreshworksFRSH267,900 shares · 0.0% of their software$4.0MFlat
- Alarm.com Holdings, Inc.ALRM64,600 shares · 0.0% of their software$3.7M+$3.5M
- Grab Holdings LimitedGRAB723,832 shares · 0.0% of their software$3.6M+$1.1M
- Tuya Inc.TUYA1,469,600 shares · 0.0% of their software · price −$1.1M$3.4MFlat
- LiveRamp Holdings, Inc.RAMP100,900 shares · 0.0% of their software · price +$696K$3.3M+$2.5M
- CommvaultCVLT18,400 shares · 0.0% of their software$3.2M+$1.8M
- Cellebrite DI Ltd.CLBT177,111 shares · 0.0% of their software · price −$607K$2.8MFlat
- BlackLineBL47,700 shares · 0.0% of their software$2.7MFlat
- Tyler TechnologiesTYL4,538 shares · 0.0% of their software$2.7M−$6.6M
- BrazeBRZE93,500 shares · 0.0% of their software · price −$746K$2.6M+$577K
- F5, Inc.FFIV8,643 shares · 0.0% of their software$2.5MFlat
- DynatraceDT45,500 shares · 0.0% of their software$2.5MFlat
- Yalla Group LimitedYALA359,700 shares · 0.0% of their software · price +$547K$2.4MNew · +$1.9M
- DoximityDOCS38,200 shares · 0.0% of their software$2.3M−$2.1M
- A10 Networks, Inc.ATEN98,500 shares · 0.0% of their software$1.9MFlat
- AvePointAVPT89,600 shares · 0.0% of their software$1.7MFlat
- AsanaASAN122,400 shares · 0.0% of their software$1.7MFlat
- Check PointCHKP7,321 shares · 0.0% of their software$1.6M+$1.5M
- RingCentralRNG48,288 shares · 0.0% of their software$1.4MFlat
- Clear Secure, Inc.YOU45,000 shares · 0.0% of their software$1.2M−$5.4M
- LightspeedLSPD105,000 shares · 0.0% of their software$1.2MFlat
- ZoomInfoZI121,800 shares · 0.0% of their software$1.2M—
- AkamaiAKAM15,227 shares · 0.0% of their software$1.2MNew · +$1.2M
- KlaviyoKVYO30,500 shares · 0.0% of their software$1.0M+$666K
- Q2QTWO9,600 shares · 0.0% of their software$898KNew · +$768K
- GuidewireGWRE3,400 shares · 0.0% of their software$801K−$3.7M
- Rapid7RPD31,300 shares · 0.0% of their software$724KFlat
- CourseraCOUR58,800 shares · 0.0% of their software$515KFlat
- VaronisVRNS8,700 shares · 0.0% of their software$442KFlat
- WorkivaWK5,500 shares · 0.0% of their software$376KFlat
- PagerDutyPD20,800 shares · 0.0% of their software$318KFlat
- SS&CSSNC3,700 shares · 0.0% of their software$306K−$1.1M
- FastlyFSLY31,000 shares · 0.0% of their software$219KFlat
- SprinklrCXM25,400 shares · 0.0% of their software$215KFlat
- Intapp, Inc.INTA3,700 shares · 0.0% of their software$191KFlat
- TenableTENB5,000 shares · 0.0% of their software$169KFlat
- Five9FIVN6,100 shares · 0.0% of their software$162KFlat
- SchrödingerSDGR7,100 shares · 0.0% of their software$143KNew · Flat
- ePlus inc.PLUS1,900 shares · 0.0% of their software$137KFlat
- DocuSignDOCU1,600 shares · 0.0% of their software$125KNew · Flat
- AlkamiALKT3,300 shares · 0.0% of their software$99KNew · Flat
- Upbound Group, Inc.UPBD3,800 shares · 0.0% of their software$95KNew · Flat
- CertaraCERT7,100 shares · 0.0% of their software$83KNew · Flat
- DigitalOceanDOCN2,800 shares · 0.0% of their software$80KFlat
- N-ableNABL9,500 shares · 0.0% of their software$77K−$34.2M
- NetScout Systems, Inc.NTCT2,900 shares · 0.0% of their software$72KFlat
- PAR Technology CorporationPAR900 shares · 0.0% of their software$62KFlat
- SemrushSEMR5,500 shares · 0.0% of their software$50K—
- ProcorePCOR500 shares · 0.0% of their software$34K−$3.3M
- TeradataTDC1,500 shares · 0.0% of their software$33KFlat
- Cerence Inc.CRNC2,500 shares · 0.0% of their software$26KFlat
- AppianAPPN400 shares · 0.0% of their software$12KFlat
