Generalist · Toronto Ontario, Canada
Canada Pension Plan Investment Board
Q1 2026 · compared with Q4 2025
- Software
- $14.2B
- Weight of 13F
- 9.2%
- Names
- 156
- Net bought
- +$1.5B
1,679 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
- MicrosoftMSFT14,999,474 shares · 39.1% of their software · price −$1.7B$5.6B+$1.2B
- Sportradar Group AGSRAD68,171,745 shares · 8.0% of their software · price −$479M$1.1BFlat
- ShopifySHOP8,312,252 shares · 7.0% of their software · price −$352M$986M−$72.6M
- PalantirPLTR6,287,283 shares · 6.5% of their software · price −$198M$920M+$70.4M
- OracleORCL3,693,467 shares · 3.8% of their software · price −$177M$543M+$149M
- WaystarWAY19,025,452 shares · 3.2% of their software · price −$164M$459MFlat
- AdobeADBE1,619,635 shares · 2.8% of their software · price −$173M$394M−$38.0M
- Uber Technologies, Inc.UBER5,117,947 shares · 2.6% of their software · price −$50.1M$368M+$118M
- SalesforceCRM1,580,727 shares · 2.1% of their software · price −$124M$295M−$140M
- ServiceNowNOW2,578,310 shares · 1.9% of their software · price −$125M$270M+$88.4M
- IntuitINTU533,033 shares · 1.6% of their software · price −$123M$230M+$247M
- AppLovinAPP408,309 shares · 1.1% of their software · price −$113M$163M+$35.9M
- DatadogDDOG1,232,580 shares · 1.0% of their software · price −$22.1M$146M+$53.5M
- SynopsysSNPS362,092 shares · 1.0% of their software · price −$26.5M$144M+$71.6M
- CrowdStrikeCRWD362,456 shares · 1.0% of their software · price −$28.4M$142MFlat
- CadenceCDNS507,690 shares · 1.0% of their software · price −$17.6M$141M+$37.6M
- Automatic Data Processing, Inc.ADP626,473 shares · 0.9% of their software · price −$33.9M$127M+$15.7M
- SnowflakeSNOW816,015 shares · 0.9% of their software · price −$55.9M$123M−$25.6M
- AutodeskADSK433,346 shares · 0.7% of their software · price −$24.5M$104M−$51.6M
- FortinetFTNT1,148,578 shares · 0.7% of their software · price +$2.7M$93.9M−$13.5M
- VeevaVEEV517,332 shares · 0.6% of their software · price −$24.6M$90.9M+$47.3M
- WorkdayWDAY693,424 shares · 0.6% of their software · price −$58.8M$90.1M+$63.1M
- CoStarCSGP2,010,963 shares · 0.6% of their software · price −$54.1M$81.1M+$85.4M
- Palo Alto NetworksPANW499,505 shares · 0.6% of their software · price −$11.9M$80.1M−$87.3M
- MongoDBMDB324,050 shares · 0.6% of their software · price −$56.7M$79.3M+$10.6M
- BroadridgeBR453,829 shares · 0.5% of their software · price −$27.5M$73.7M+$54.8M
- GoDaddyGDDY817,962 shares · 0.5% of their software · price −$33.9M$67.6M−$146M
- TwilioTWLO524,100 shares · 0.5% of their software · price −$8.6M$65.9M+$19.6M
- Strategy IncMSTR521,186 shares · 0.5% of their software · price −$14.2M$65.0M+$12.5M
- ZscalerZS396,354 shares · 0.4% of their software · price −$33.5M$55.6M+$26.2M
- CoreWeave, Inc.CRWV645,208 shares · 0.4% of their software · price +$3.8M$50.0MFlat
- Fiserv, Inc.FISV836,551 shares · 0.3% of their software · price −$9.5M$46.7M−$30.3M
- Block, Inc.XYZ744,136 shares · 0.3% of their software · price −$3.7M$44.8M+$27.3M
- The Trade DeskTTD1,967,758 shares · 0.3% of their software · price −$30.0M$44.6M+$9.5M
- OktaOKTA561,100 shares · 0.3% of their software · price −$4.4M$44.2M−$22.1M
- VeriskVRSK220,102 shares · 0.3% of their software · price −$7.5M$41.8M+$10.0M
- OpenTextOTEX1,834,379 shares · 0.3% of their software · price −$19.0M$40.9MFlat
- Check PointCHKP256,104 shares · 0.3% of their software · price −$10.9M$36.6MFlat
- HubSpotHUBS141,962 shares · 0.2% of their software · price −$22.3M$34.7M+$16.2M
- NetApp, Inc.NTAP323,063 shares · 0.2% of their software · price −$1.5M$33.1M+$15.5M
- UiPathPATH2,721,800 shares · 0.2% of their software · price −$14.4M$30.2M−$8.5M
- DocuSignDOCU618,400 shares · 0.2% of their software · price −$13.0M$29.3M+$29.9M
- CloudflareNET138,441 shares · 0.2% of their software · price +$1.3M$28.6M−$80.7M
- PegasystemsPEGA667,100 shares · 0.2% of their software · price −$11.4M$28.4M+$13.7M
- AtlassianTEAM410,076 shares · 0.2% of their software · price −$38.5M$28.0M−$26.1M
- PTCPTC162,708 shares · 0.2% of their software · price −$5.2M$23.2M+$10.5M
- ToastTOST790,000 shares · 0.1% of their software · price −$7.1M$20.9M+$9.2M
- DescartesDSGX281,731 shares · 0.1% of their software · price −$4.5M$20.2M+$12.4M
- DynatraceDT514,100 shares · 0.1% of their software · price −$3.3M$19.0M+$20.7M
- DropboxDBX830,600 shares · 0.1% of their software · price −$4.2M$18.9M+$5.0M
- VeriSign, Inc.VRSN70,517 shares · 0.1% of their software$17.5M−$3.2M
- GitLabGTLB766,300 shares · 0.1% of their software · price −$12.2M$16.6M+$19.1M
- BILLBILL425,600 shares · 0.1% of their software · price −$6.9M$16.3M+$9.1M
- WixWIX169,559 shares · 0.1% of their software · price −$2.3M$15.3MFlat
- JFrogFROG315,916 shares · 0.1% of their software · price −$4.9M$14.8MFlat
- KlaviyoKVYO757,100 shares · 0.1% of their software · price −$9.8M$14.7M+$5.4M
- SamsaraIOT455,400 shares · 0.1% of their software · price −$1.7M$14.4M−$18.4M
- PaylocityPCTY132,600 shares · 0.1% of their software · price −$5.9M$14.3M+$2.8M
- InterDigital, Inc.IDCC47,300 shares · 0.1% of their software · price −$775K$14.3MFlat
- Manhattan AssociatesMANH98,300 shares · 0.1% of their software · price −$4.0M$13.1M−$6.8M
- UnityU525,574 shares · 0.1% of their software · price −$11.7M$11.5M+$2.8M
- Global-EGLBE364,840 shares · 0.1% of their software · price −$3.1M$11.3MFlat
- NutanixNTNX281,700 shares · 0.1% of their software · price −$3.9M$10.7M+$9.8M
- ElasticESTC200,700 shares · 0.1% of their software · price −$5.1M$10.0M−$717K
- CCC Intelligent Solutions Holdings Inc.CCC1,537,600 shares · 0.1% of their software · price −$3.0M$9.2M+$11.6M
- SoundHound AI, Inc.SOUN1,294,600 shares · 0.1% of their software · price −$4.0M$8.9M−$10.7M
- MorningstarMORN52,100 shares · 0.1% of their software · price −$2.5M$8.8M+$7.2M
- SPS CommerceSPSC158,160 shares · 0.1% of their software · price −$5.3M$8.8M+$6.2M
- monday.comMNDY126,424 shares · 0.1% of their software · price −$9.9M$8.7MFlat
- PaycomPAYC71,158 shares · 0.1% of their software · price −$2.7M$8.6MFlat
- Figma, Inc.FIG399,910 shares · 0.1% of their software · price −$6.5M$8.5M+$12.2M
- ServiceTitanTTAN127,000 shares · 0.1% of their software · price −$5.5M$8.1M+$2.0M
- Remitly Global, Inc.RELY508,700 shares · 0.1% of their software · price +$951K$8.0MFlat
- WorkivaWK133,600 shares · 0.1% of their software · price −$3.6M$8.0MFlat
- Q2QTWO158,300 shares · 0.1% of their software · price −$3.9M$7.5M+$794K
- VaronisVRNS346,700 shares · 0.1% of their software · price −$3.9M$7.4M+$9.8M
- FactSetFDS28,140 shares · 0.0% of their software · price −$2.1M$6.1MNew · +$8.2M
- Zeta GlobalZETA349,516 shares · 0.0% of their software · price −$1.5M$5.6M−$5.7M
- BrazeBRZE233,400 shares · 0.0% of their software · price −$2.5M$5.5M−$7.6M
- BoxBOX231,100 shares · 0.0% of their software · price −$1.4M$5.5MFlat
- Corpay, Inc.CPAY18,581 shares · 0.0% of their software$5.4M+$760K
- Alarm.com Holdings, Inc.ALRM118,200 shares · 0.0% of their software · price −$926K$5.1MFlat
- ZoomZM62,911 shares · 0.0% of their software$5.1M−$5.1M
- Cellebrite DI Ltd.CLBT364,804 shares · 0.0% of their software · price −$1.6M$5.0MFlat
- Rubrik, Inc.RBRK99,000 shares · 0.0% of their software · price −$2.7M$4.8M−$33.8M
- Paychex, Inc.PAYX49,900 shares · 0.0% of their software · price −$1.0M$4.6M−$5.0M
- Calix, Inc.CALX89,477 shares · 0.0% of their software$4.4M−$635K
- Dave Inc.DAVE24,900 shares · 0.0% of their software · price −$1.2M$4.3M−$7.6M
- AppianAPPN179,500 shares · 0.0% of their software · price −$2.0M$4.3M−$609K
- GuidewireGWRE28,400 shares · 0.0% of their software · price −$1.5M$4.2M+$2.5M
- Fair IsaacFICO3,866 shares · 0.0% of their software · price −$2.4M$4.1M−$10.5M
- DoximityDOCS143,100 shares · 0.0% of their software · price −$3.0M$3.3M+$5.3M
- PagSeguro Digital Ltd.PAGS320,000 shares · 0.0% of their software$3.2MFlat
- Grindr Inc.GRND246,000 shares · 0.0% of their software$3.0M−$1.9M
- DuolingoDUOL29,907 shares · 0.0% of their software · price −$2.3M$2.9M−$6.3M
- Sprout SocialSPT516,187 shares · 0.0% of their software · price −$2.9M$2.9MFlat
- ProcorePCOR51,600 shares · 0.0% of their software · price −$812K$2.9M+$3.7M
- QualysQLYS33,000 shares · 0.0% of their software · price −$1.5M$2.9M−$4.7M
- F5, Inc.FFIV9,890 shares · 0.0% of their software$2.9M+$2.5M
- SentinelOneS221,200 shares · 0.0% of their software$2.8MFlat
- LiveRamp Holdings, Inc.RAMP103,100 shares · 0.0% of their software$2.7MFlat
- SS&CSSNC36,800 shares · 0.0% of their software · price −$730K$2.5M+$2.9M
- FreshworksFRSH250,500 shares · 0.0% of their software · price −$1.1M$2.0M−$4.6M
- Pagaya Technologies Ltd.PGY171,802 shares · 0.0% of their software · price −$1.6M$2.0MFlat
- TrimbleTRMB29,800 shares · 0.0% of their software$1.9M+$2.0M
- A10 Networks, Inc.ATEN78,300 shares · 0.0% of their software$1.8MFlat
- PaymentusPAY59,100 shares · 0.0% of their software$1.5M−$2.3M
- FastlyFSLY36,000 shares · 0.0% of their software · price +$680K$1.0M−$533K
- CommvaultCVLT12,800 shares · 0.0% of their software · price −$608K$997K−$1.7M
- SprinklrCXM144,200 shares · 0.0% of their software$865KFlat
- Clear Secure, Inc.YOU17,800 shares · 0.0% of their software$862K−$3.2M
- DoubleVerifyDV89,892 shares · 0.0% of their software$854K−$3.6M
- WEX Inc.WEX5,200 shares · 0.0% of their software$796KFlat
- ZoomInfoZI124,300 shares · 0.0% of their software$743K—
- GigaCloud Technology Inc.GCT16,000 shares · 0.0% of their software$726KFlat
- AmplitudeAMPL102,900 shares · 0.0% of their software$702KFlat
- Lyft, Inc.LYFT52,700 shares · 0.0% of their software$701K−$20.9M
- Amdocs LimitedDOX9,600 shares · 0.0% of their software$626KFlat
- Intapp, Inc.INTA24,200 shares · 0.0% of their software$622KFlat
- BlackbaudBLKB15,900 shares · 0.0% of their software$614KFlat
- MagniteMGNI46,052 shares · 0.0% of their software$547KFlat
- AsanaASAN80,600 shares · 0.0% of their software · price −$589K$516K−$3.7M
- NetScout Systems, Inc.NTCT16,200 shares · 0.0% of their software$515KFlat
- PubMaticPUBM59,400 shares · 0.0% of their software$486KFlat
- Five9FIVN31,400 shares · 0.0% of their software$476KFlat
- TeradataTDC18,300 shares · 0.0% of their software$469KFlat
- AppFolioAPPF2,900 shares · 0.0% of their software$458K+$614K
- nCinoNCNO30,200 shares · 0.0% of their software$452KFlat
- Payoneer Global Inc.PAYO89,000 shares · 0.0% of their software$430KNew · +$500K
- EVERTEC, Inc.EVTC15,100 shares · 0.0% of their software$426KFlat
- Cerence Inc.CRNC67,000 shares · 0.0% of their software$423K+$592K
- Grab Holdings LimitedGRAB108,632 shares · 0.0% of their software$398K−$3.1M
- Mitek Systems, Inc.MITK27,500 shares · 0.0% of their software$371KFlat
- PagerDutyPD59,500 shares · 0.0% of their software$369KFlat
- Telos CorporationTLS85,700 shares · 0.0% of their software$359KFlat
- BlackBerry LimitedBB110,000 shares · 0.0% of their software$357K−$9.8M
- AvePointAVPT37,300 shares · 0.0% of their software$355K−$1.3M
- Bandwidth Inc.BAND19,800 shares · 0.0% of their software$353KFlat
- ACI WorldwideACIW8,500 shares · 0.0% of their software$349KNew · Flat
- CourseraCOUR59,300 shares · 0.0% of their software$345KFlat
- Donnelley Financial Solutions, Inc.DFIN7,300 shares · 0.0% of their software$344KFlat
- Roper Technologies, Inc.ROP909 shares · 0.0% of their software$322KFlat
- StoneCo Ltd.STNE17,618 shares · 0.0% of their software$249K−$26.1M
- Alight, Inc.ALIT400,800 shares · 0.0% of their software · price −$548K$234K+$507K
- 8x8EGHT124,800 shares · 0.0% of their software$207KFlat
- FlywireFLYW17,500 shares · 0.0% of their software$204KFlat
- PowerFleet, Inc.AIOT58,900 shares · 0.0% of their software$181KFlat
- Thryv Holdings, Inc.THRY65,800 shares · 0.0% of their software$180KFlat
- Simulations PlusSLP14,200 shares · 0.0% of their software$168KFlat
- Rapid7RPD30,300 shares · 0.0% of their software$167KFlat
- BackblazeBLZE47,200 shares · 0.0% of their software$163KFlat
- Ooma, Inc.OOMA10,600 shares · 0.0% of their software$154KFlat
- PhreesiaPHR18,200 shares · 0.0% of their software$153KNew · Flat
- YextYEXT31,300 shares · 0.0% of their software$120KFlat
- CertaraCERT10,100 shares · 0.0% of their software$58KFlat
- Ribbon Communications Inc.RBBN11,400 shares · 0.0% of their software$24KNew · Flat