Canada Pension Plan Investment Board

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.

• MicrosoftMSFT+$668M$6.4B
• PalantirPLTR+$279M$945M
• WaystarWAY−$243M$721M
• Netskope, Inc.NTSK+$204M$204M
• Strategy IncMSTR+$159M$127M

Software held

• MicrosoftMSFT12,420,711 shares · 38.6% of their software · price +$255M$6.4B+$668M
• Sportradar Group AGSRAD68,171,745 shares · 11.0% of their software · price −$80.4M$1.8BFlat
• PalantirPLTR5,182,896 shares · 5.7% of their software · price +$239M$945M+$279M
• ShopifySHOP5,383,374 shares · 4.8% of their software · price +$179M$800M+$11.9M
• WaystarWAY19,025,452 shares · 4.3% of their software · price −$56.1M$721M−$243M
• OracleORCL2,206,035 shares · 3.7% of their software · price +$138M$620M+$101M
• SalesforceCRM2,054,201 shares · 2.9% of their software · price −$73.3M$487MFlat
• AdobeADBE1,358,803 shares · 2.9% of their software · price −$46.4M$479M+$80.9M
• ServiceNowNOW365,087 shares · 2.0% of their software · price −$39.4M$336M+$68.2M
• Uber Technologies, Inc.UBER3,215,905 shares · 1.9% of their software · price +$15.0M$315M−$78.9M
• IntuitINTU456,987 shares · 1.9% of their software · price −$47.9M$312M−$31.7M
• GoDaddyGDDY1,766,781 shares · 1.5% of their software · price −$76.4M$242M+$102M
• Netskope, Inc.NTSK8,960,263 shares · 1.2% of their software$204MNew · +$204M
• AppLovinAPP237,014 shares · 1.0% of their software · price +$87.3M$170M−$66.0M
• Automatic Data Processing, Inc.ADP545,373 shares · 1.0% of their software · price −$8.1M$160M+$72.0M
• Fiserv, Inc.FISV1,165,591 shares · 0.9% of their software · price −$50.7M$150M+$132M
• WorkdayWDAY583,145 shares · 0.8% of their software$140M+$64.0M
• SnowflakeSNOW583,967 shares · 0.8% of their software · price +$1.0M$132M+$16.0M
• Strategy IncMSTR393,322 shares · 0.8% of their software · price −$32.3M$127MNew · +$159M
• AtlassianTEAM708,994 shares · 0.7% of their software · price −$30.8M$113M+$51.3M
• AutodeskADSK328,214 shares · 0.6% of their software · price +$2.7M$104M+$5.3M
• CadenceCDNS240,792 shares · 0.5% of their software · price +$10.4M$84.6M−$18.2M
• Palo Alto NetworksPANW384,775 shares · 0.5% of their software$78.3M−$39.3M
• VeevaVEEV246,633 shares · 0.4% of their software · price +$2.4M$73.5M+$45.7M
• ZscalerZS239,806 shares · 0.4% of their software · price −$3.4M$71.9M+$15.6M
• VeriskVRSK279,166 shares · 0.4% of their software · price −$16.7M$70.2M+$22.1M
• DatadogDDOG469,915 shares · 0.4% of their software · price +$3.8M$66.9M−$17.0M
• SynopsysSNPS121,917 shares · 0.4% of their software · price −$2.4M$60.2M−$12.3M
• CoStarCSGP634,330 shares · 0.3% of their software · price +$2.5M$53.5M+$8.0M
• BroadridgeBR199,429 shares · 0.3% of their software · price −$969K$47.5M+$3.2M
• Roper Technologies, Inc.ROP92,232 shares · 0.3% of their software · price −$6.3M$46.0M+$43.4M
• OpenTextOTEX1,219,767 shares · 0.3% of their software · price +$10.0M$45.6M−$9.6M
• MongoDBMDB145,725 shares · 0.3% of their software · price +$14.6M$45.2M−$21.6M
• Block, Inc.XYZ575,799 shares · 0.2% of their software · price +$2.5M$41.6M+$27.8M
• NetApp, Inc.NTAP335,217 shares · 0.2% of their software · price +$4.0M$39.7M+$3.7M
• VeriSign, Inc.VRSN141,214 shares · 0.2% of their software · price −$1.3M$39.5M−$17.5M
• StoneCo Ltd.STNE2,043,063 shares · 0.2% of their software · price +$5.9M$38.6M+$22.3M
• FortinetFTNT453,415 shares · 0.2% of their software · price −$9.8M$38.1M+$14.4M
• The Trade DeskTTD754,579 shares · 0.2% of their software · price −$17.3M$37.0M−$5.3M
• Fair IsaacFICO23,362 shares · 0.2% of their software · price −$7.7M$35.0M+$20.2M
• Paychex, Inc.PAYX273,789 shares · 0.2% of their software · price −$5.1M$34.7MFlat
• UiPathPATH2,388,100 shares · 0.2% of their software · price +$1.4M$32.0M−$20.9M
• Lyft, Inc.LYFT1,435,000 shares · 0.2% of their software · price +$9.0M$31.6M−$4.0M
• HubSpotHUBS67,330 shares · 0.2% of their software · price −$6.0M$31.5M+$10.6M
• Rubrik, Inc.RBRK364,579 shares · 0.2% of their software · price −$2.7M$30.0M−$22.7M
• SamsaraIOT653,800 shares · 0.1% of their software · price −$1.7M$24.4MFlat
• Manhattan AssociatesMANH117,100 shares · 0.1% of their software · price +$879K$24.0M+$10.7M
• NutanixNTNX315,300 shares · 0.1% of their software · price −$646K$23.5M−$5.0M
• WixWIX128,415 shares · 0.1% of their software · price +$2.5M$22.8M+$8.9M
• ElasticESTC267,800 shares · 0.1% of their software$22.6M+$10.7M
• AkamaiAKAM295,010 shares · 0.1% of their software · price −$1.2M$22.3M+$22.3M
• PTCPTC106,421 shares · 0.1% of their software · price +$3.3M$21.6M−$689K
• PegasystemsPEGA359,600 shares · 0.1% of their software · price +$1.2M$20.7M+$5.7M
• PaylocityPCTY112,600 shares · 0.1% of their software · price −$2.5M$17.9M+$3.4M
• monday.comMNDY89,013 shares · 0.1% of their software · price −$10.8M$17.2M+$19.9M
• DropboxDBX561,600 shares · 0.1% of their software · price +$904K$17.0M+$5.2M
• OktaOKTA183,500 shares · 0.1% of their software · price −$1.5M$16.8M+$7.6M
• InterDigital, Inc.IDCC47,300 shares · 0.1% of their software · price +$5.7M$16.3MFlat
• TwilioTWLO157,502 shares · 0.1% of their software · price −$3.8M$15.8M+$3.6M
• CoreWeave, Inc.CRWV110,758 shares · 0.1% of their software · price −$2.9M$15.2MNew · +$18.1M
• MorningstarMORN57,600 shares · 0.1% of their software · price −$4.7M$13.4MNew · +$18.1M
• CommvaultCVLT68,800 shares · 0.1% of their software · price +$994K$13.0M+$8.8M
• SoundHound AI, Inc.SOUN807,000 shares · 0.1% of their software · price +$4.3M$13.0M+$3.3M
• QualysQLYS96,800 shares · 0.1% of their software · price −$1.0M$12.8M−$4.4M
• UnityU319,700 shares · 0.1% of their software · price +$5.1M$12.8M+$3.6M
• ZoomZM153,957 shares · 0.1% of their software · price +$696K$12.7M−$8.5M
• BrazeBRZE446,400 shares · 0.1% of their software$12.7M+$9.9M
• KlaviyoKVYO455,500 shares · 0.1% of their software · price −$2.7M$12.6M+$14.3M
• DescartesDSGX127,792 shares · 0.1% of their software · price −$948K$12.0MFlat
• SPS CommerceSPSC115,300 shares · 0.1% of their software · price −$3.7M$12.0M+$9.9M
• CloudflareNET54,445 shares · 0.1% of their software · price +$1.0M$11.7M−$29.8M
• BILLBILL213,600 shares · 0.1% of their software · price +$1.4M$11.3M−$7.6M
• DuolingoDUOL34,484 shares · 0.1% of their software · price −$3.0M$11.1M−$786K
• JFrogFROG222,006 shares · 0.1% of their software · price +$766K$10.5M+$794K
• CrowdStrikeCRWD21,190 shares · 0.1% of their software$10.4M−$28.1M
• ToastTOST273,000 shares · 0.1% of their software · price −$2.1M$10.0M−$2.4M
• BlackBerry LimitedBB1,959,000 shares · 0.1% of their software · price +$588K$9.6M+$3.6M
• Q2QTWO120,600 shares · 0.1% of their software · price −$2.6M$8.7M+$10.4M
• Global-EGLBE242,349 shares · 0.1% of their software · price +$538K$8.7M+$960K
• PaycomPAYC40,873 shares · 0.1% of their software · price −$951K$8.5M+$4.0M
• Grindr Inc.GRND491,500 shares · 0.0% of their software · price −$3.8M$7.4M+$5.5M
• BoxBOX213,200 shares · 0.0% of their software$6.9M+$1.9M
• C3.aiAI387,500 shares · 0.0% of their software · price −$2.8M$6.7MFlat
• Sprout SocialSPT493,287 shares · 0.0% of their software · price −$3.9M$6.4MFlat
• Alarm.com Holdings, Inc.ALRM114,300 shares · 0.0% of their software$6.1M+$2.8M
• FreshworksFRSH501,900 shares · 0.0% of their software · price −$1.6M$5.9M+$3.5M
• Calix, Inc.CALX86,377 shares · 0.0% of their software · price +$707K$5.3M−$3.4M
• AppianAPPN161,300 shares · 0.0% of their software$4.9M+$4.8M
• ZoomInfoZI448,800 shares · 0.0% of their software$4.9M—
• Cellebrite DI Ltd.CLBT259,613 shares · 0.0% of their software · price +$657K$4.8M+$1.3M
• Clear Secure, Inc.YOU142,400 shares · 0.0% of their software · price +$800K$4.8M+$2.7M
• Grab Holdings LimitedGRAB723,832 shares · 0.0% of their software · price +$717K$4.4MFlat
• DoubleVerifyDV359,700 shares · 0.0% of their software · price −$1.1M$4.3MFlat
• Corpay, Inc.CPAY14,255 shares · 0.0% of their software · price −$624K$4.1M−$21.1M
• SentinelOneS225,100 shares · 0.0% of their software$4.0M−$2.3M
• AsanaASAN286,100 shares · 0.0% of their software$3.8M+$2.2M
• Check PointCHKP15,643 shares · 0.0% of their software$3.2M+$1.8M
• PagSeguro Digital Ltd.PAGS320,000 shares · 0.0% of their software$3.2M−$2.3M
• VaronisVRNS50,300 shares · 0.0% of their software$2.9M+$2.1M
• Figma, Inc.FIG54,357 shares · 0.0% of their software$2.8MNew · +$2.8M
• Zeta GlobalZETA139,700 shares · 0.0% of their software · price +$612K$2.8M−$4.8M
• LiveRamp Holdings, Inc.RAMP100,900 shares · 0.0% of their software · price −$595K$2.7MFlat
• Pagaya Technologies Ltd.PGY90,477 shares · 0.0% of their software · price +$757K$2.7MNew · +$1.9M
• ServiceTitanTTAN25,200 shares · 0.0% of their software$2.5M−$71.4M
• BlackLineBL47,400 shares · 0.0% of their software$2.5MFlat
• GuidewireGWRE9,600 shares · 0.0% of their software$2.2M+$1.5M
• AvePointAVPT105,500 shares · 0.0% of their software$1.6MFlat
• DocuSignDOCU21,800 shares · 0.0% of their software$1.6M+$1.6M
• A10 Networks, Inc.ATEN85,300 shares · 0.0% of their software$1.5MFlat
• RingCentralRNG48,288 shares · 0.0% of their software$1.4MFlat
• DynatraceDT25,800 shares · 0.0% of their software$1.3M−$1.1M
• LightspeedLSPD105,000 shares · 0.0% of their software$1.2MFlat
• Dave Inc.DAVE4,900 shares · 0.0% of their software$977KNew · +$1.3M
• CourseraCOUR80,800 shares · 0.0% of their software$946KFlat
• F5, Inc.FFIV2,611 shares · 0.0% of their software$844K−$1.8M
• WorkivaWK8,400 shares · 0.0% of their software$723KFlat
• DoximityDOCS7,400 shares · 0.0% of their software$541K−$1.9M
• Rapid7RPD26,600 shares · 0.0% of their software$499KFlat
• SS&CSSNC3,600 shares · 0.0% of their software$320KFlat
• AmplitudeAMPL28,700 shares · 0.0% of their software$308KNew · Flat
• SprinklrCXM30,300 shares · 0.0% of their software$234KFlat
• PagerDutyPD11,600 shares · 0.0% of their software$192KFlat
• Tyler TechnologiesTYL311 shares · 0.0% of their software$163K−$2.5M
• FastlyFSLY18,500 shares · 0.0% of their software$158KFlat
• Five9FIVN6,100 shares · 0.0% of their software$148KFlat
• TenableTENB5,000 shares · 0.0% of their software$146KFlat
• ePlus inc.PLUS1,900 shares · 0.0% of their software$135KFlat
• Sabre CorporationSABR71,400 shares · 0.0% of their software$131KNew · Flat
• SchrödingerSDGR5,900 shares · 0.0% of their software$118KFlat
• Upbound Group, Inc.UPBD3,800 shares · 0.0% of their software$90KFlat
• AppFolioAPPF300 shares · 0.0% of their software$83KNew · Flat
• ProcorePCOR1,100 shares · 0.0% of their software$80KFlat
• N-ableNABL9,500 shares · 0.0% of their software$74KFlat
• MagniteMGNI2,800 shares · 0.0% of their software$61KNew · Flat
• SemrushSEMR6,000 shares · 0.0% of their software$42K—
• Simulations PlusSLP1,000 shares · 0.0% of their software$15KNew · Flat
• TrimbleTRMB21 shares · 0.0% of their software$2K−$5.8M