Generalist · Jeonju-si, Jeollabuk-do, South Korea
National Pension Service
Q1 2021 · compared with Q4 2020
- Software
- $4.8B
- Weight of 13F
- 10.1%
- Names
- 46
- Net bought
- +$814M
Filed 14 May 2021 · SEC filing.
505 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
- MicrosoftMSFT8,814,499 shares · 43.3% of their software · price +$118M$2.1B+$77.4M
- AdobeADBE624,644 shares · 6.2% of their software · price −$15.5M$297M+$19.8M
- SalesforceCRM1,162,429 shares · 5.1% of their software · price −$12.4M$246M+$14.0M
- OracleORCL2,621,844 shares · 3.8% of their software · price +$14.4M$184MFlat
- IntuitINTU351,054 shares · 2.8% of their software · price +$1.1M$134M+$5.4M
- ServiceNowNOW253,854 shares · 2.6% of their software · price −$12.8M$127MNew · +$140M
- Block, Inc.XYZ519,458 shares · 2.5% of their software · price +$4.9M$118MNew · +$113M
- Automatic Data Processing, Inc.ADP588,578 shares · 2.3% of their software · price +$7.2M$111M+$3.6M
- Fiserv, Inc.FISV798,339 shares · 2.0% of their software · price +$4.1M$95.0M+$3.5M
- ZoomZM266,326 shares · 1.8% of their software · price −$4.3M$85.6M+$12.2M
- AutodeskADSK297,188 shares · 1.7% of their software · price −$8.4M$82.4M+$1.1M
- TwilioTWLO202,686 shares · 1.4% of their software$69.1MNew · +$68.6M
- Uber Technologies, Inc.UBER1,245,718 shares · 1.4% of their software · price +$4.4M$67.9M+$2.0M
- CadenceCDNS469,622 shares · 1.3% of their software$64.3M+$1.4M
- Roper Technologies, Inc.ROP153,476 shares · 1.3% of their software · price −$4.3M$61.9M+$4.1M
- WorkdayWDAY248,588 shares · 1.3% of their software · price +$2.2M$61.8MNew · +$59.6M
- SynopsysSNPS235,346 shares · 1.2% of their software · price −$2.7M$58.3M−$4.3M
- VeevaVEEV202,475 shares · 1.1% of their software · price −$2.2M$52.9M−$1.1M
- DocuSignDOCU260,938 shares · 1.1% of their software · price −$5.2M$52.8MNew · +$58.0M
- Paychex, Inc.PAYX526,099 shares · 1.1% of their software · price +$2.5M$51.6M+$1.8M
- CrowdStrikeCRWD266,865 shares · 1.0% of their software · price −$7.8M$48.7M+$13.4M
- CoStarCSGP55,743 shares · 1.0% of their software · price −$5.7M$45.8M+$893K
- Palo Alto NetworksPANW139,433 shares · 0.9% of their software · price −$4.6M$44.9MNew · +$49.6M
- VeriskVRSK224,268 shares · 0.8% of their software · price −$6.9M$39.6MFlat
- The Trade DeskTTD59,700 shares · 0.8% of their software · price −$8.9M$38.9M+$5.4M
- OktaOKTA175,213 shares · 0.8% of their software · price −$5.9M$38.6MNew · +$44.5M
- FortinetFTNT196,021 shares · 0.8% of their software · price +$7.0M$36.2M−$4.4M
- TrimbleTRMB412,983 shares · 0.7% of their software · price +$4.6M$32.1MFlat
- RingCentralRNG107,829 shares · 0.7% of their software · price −$8.7M$32.1MNew · +$40.9M
- VeriSign, Inc.VRSN160,483 shares · 0.7% of their software · price −$2.8M$31.9MFlat
- NetApp, Inc.NTAP431,463 shares · 0.7% of their software · price +$2.8M$31.4M+$939K
- HubSpotHUBS66,231 shares · 0.6% of their software · price +$3.8M$30.1MNew · +$26.3M
- BroadridgeBR193,589 shares · 0.6% of their software$29.6MFlat
- SS&CSSNC423,821 shares · 0.6% of their software · price −$1.2M$29.6M+$1.9M
- PaycomPAYC77,259 shares · 0.6% of their software · price −$6.3M$28.6M+$1.7M
- AkamaiAKAM280,301 shares · 0.6% of their software · price −$866K$28.6MNew · +$29.4M
- Tyler TechnologiesTYL65,352 shares · 0.6% of their software · price −$784K$27.7M+$774K
- PTCPTC190,636 shares · 0.5% of their software · price +$3.4M$26.2MNew · +$22.8M
- DatadogDDOG312,300 shares · 0.5% of their software · price −$4.7M$26.0M+$5.6M
- CloudflareNET355,600 shares · 0.5% of their software · price −$2.0M$25.0MNew · +$27.0M
- MongoDBMDB86,480 shares · 0.5% of their software · price −$7.9M$23.1MNew · +$31.0M
- Gen DigitalGEN229,304 shares · 0.1% of their software$4.9M+$2.0M
- F5, Inc.FFIV15,378 shares · 0.1% of their software · price +$503K$3.2M+$1.4M
- ZscalerZS8,064 shares · 0.0% of their software$1.4MNew · +$1.6M
- FactSetFDS2,722 shares · 0.0% of their software$840K−$21.9M
- Fair IsaacFICO1,400 shares · 0.0% of their software$680K−$24.3M