Generalist · Jeonju-si, Jeollabuk-do, South Korea
National Pension Service
Q1 2018 · compared with Q4 2017
- Software
- $1.2B
- Weight of 13F
- 5.9%
- Names
- 23
- Net bought
- +$63.6M
Filed 13 April 2018 · SEC filing.
451 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 202651 names$12.1B+$243M
- Q1 202655 names$11.2B+$399M
- Q4 202559 names$14.2B+$1.8B
- Q3 202557 names$15.6B+$541M
- Q2 202549 names$14.4B+$103M
- Q1 202549 names$11.4B+$439M
- Q4 202449 names$12.1B+$269M
- Q3 202451 names$11.5B+$1.3B
- Q2 202450 names$10.1B+$338M
- Q1 202448 names$9.6B+$255M
- Q4 202346 names$8.5B+$133M
- Q3 202346 names$7.0B+$81.3M
- Q2 202345 names$7.2B+$267M
- Q1 202343 names$5.9B+$205M
- Q4 202246 names$4.9B+$37.4M
- Q3 202249 names$4.8B+$273M
- Q2 202248 names$5.0B+$765M
- Q1 202248 names$5.8B+$275M
- Q4 202148 names$6.3B+$83.1M
- Q3 202146 names$5.7B−$18.4M
- Q2 202146 names$5.5B+$411M
- Q1 202146 names$4.8B+$814M
- Q4 202033 names$4.0B+$123M
- Q3 202031 names$3.5BFlat
- Q2 202031 names$3.3B−$113M
- Q1 202033 names$2.7B+$27.9M
- Q4 201933 names$2.8B+$443M
- Q3 201923 names$2.1B+$76.0M
- Q2 201924 names$2.0B+$138M
- Q1 201921 names$1.7B+$53.3M
- Q4 201821 names$1.5B+$87.7M
- Q3 201821 names$1.5B−$74.5M
- Q2 201824 names$1.4B+$95.0M
- Q1 201823 names$1.2B+$63.6M
- Q4 201718 names$1.1B+$31.8M
- Q3 201720 names$923M+$35.1M
- Q2 201720 names$841M+$74.7M
- Q1 201720 names$718M+$36.6M
- Q4 201621 names$622M+$35.8M
- Q3 201618 names$562M+$42.8M
- Q2 201615 names$489M—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT5,885,681 shares · 45.2% of their software · price +$33.7M$537MFlat
- OracleORCL2,607,065 shares · 10.0% of their software · price −$4.0M$119M+$1.2M
- AdobeADBE415,857 shares · 7.6% of their software · price +$17.0M$89.9M−$3.0M
- SalesforceCRM599,756 shares · 5.9% of their software · price +$8.4M$69.8M+$1.4M
- Automatic Data Processing, Inc.ADP418,851 shares · 4.0% of their software · price −$1.6M$47.5M+$1.7M
- IntuitINTU229,473 shares · 3.4% of their software · price +$3.6M$39.8M−$617K
- Fiserv, Inc.FISV436,343 shares · 2.6% of their software · price −$26.1M$31.1M+$27.7M
- Roper Technologies, Inc.ROP106,625 shares · 2.5% of their software · price +$2.3M$29.9MFlat
- ServiceNowNOW177,801 shares · 2.5% of their software · price +$6.2M$29.4M+$891K
- AutodeskADSK198,473 shares · 2.1% of their software · price +$4.1M$24.9M+$569K
- Paychex, Inc.PAYX330,574 shares · 1.7% of their software · price −$2.1M$20.4M−$1.2M
- WorkdayWDAY146,236 shares · 1.6% of their software · price +$3.7M$18.6MFlat
- NetApp, Inc.NTAP293,387 shares · 1.5% of their software · price +$1.9M$18.1M−$2.0M
- Palo Alto NetworksPANW99,686 shares · 1.5% of their software · price +$3.6M$18.1M−$751K
- VeriskVRSK170,903 shares · 1.5% of their software · price +$1.4M$17.8M−$767K
- BroadridgeBR141,167 shares · 1.3% of their software · price +$2.7M$15.5MNew · +$12.8M
- CoStarCSGP42,284 shares · 1.3% of their software · price +$2.8M$15.3MNew · +$12.6M
- Block, Inc.XYZ306,761 shares · 1.3% of their software · price +$4.5M$15.1MNew · +$10.6M
- SynopsysSNPS179,162 shares · 1.3% of their software$14.9MFlat
- AkamaiAKAM206,159 shares · 1.2% of their software · price +$1.2M$14.6MNew · +$13.4M
- F5, Inc.FFIV472 shares · 0.0% of their software$68KFlat
- SS&CSSNC1,197 shares · 0.0% of their software$64KNew · Flat
- VeriSign, Inc.VRSN359 shares · 0.0% of their software$43KNew · Flat