Generalist · Jeonju-si, Jeollabuk-do, South Korea
National Pension Service
Q2 2021 · compared with Q1 2021
- Software
- $5.5B
- Weight of 13F
- 10.5%
- Names
- 46
- Net bought
- +$411M
Filed 17 August 2021 · SEC filing.
504 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
- MicrosoftMSFT8,935,125 shares · 43.7% of their software · price +$314M$2.4B+$28.4M
- AdobeADBE633,180 shares · 6.7% of their software · price +$69.8M$371M+$4.1M
- SalesforceCRM1,177,106 shares · 5.2% of their software · price +$38.1M$288M+$3.1M
- OracleORCL2,661,841 shares · 3.7% of their software · price +$20.4M$207M+$2.8M
- IntuitINTU355,359 shares · 3.1% of their software · price +$38.1M$174M+$1.6M
- ServiceNowNOW256,382 shares · 2.5% of their software · price +$12.7M$141MFlat
- Block, Inc.XYZ527,150 shares · 2.3% of their software · price +$8.8M$129M+$1.7M
- Automatic Data Processing, Inc.ADP595,821 shares · 2.1% of their software · price +$6.0M$118M+$1.4M
- ZoomZM269,294 shares · 1.9% of their software · price +$17.7M$104M+$954K
- AutodeskADSK299,699 shares · 1.6% of their software · price +$4.4M$87.5MFlat
- Fiserv, Inc.FISV808,332 shares · 1.6% of their software · price −$9.8M$86.4M+$1.2M
- TwilioTWLO204,845 shares · 1.5% of their software · price +$10.9M$80.7M+$736K
- DocuSignDOCU263,497 shares · 1.3% of their software · price +$20.3M$73.7MFlat
- Roper Technologies, Inc.ROP155,082 shares · 1.3% of their software · price +$10.4M$72.9M+$648K
- CrowdStrikeCRWD270,165 shares · 1.2% of their software · price +$18.6M$67.9M+$602K
- SynopsysSNPS237,526 shares · 1.2% of their software · price +$6.7M$65.5MFlat
- CadenceCDNS476,098 shares · 1.2% of their software$65.1M+$887K
- VeevaVEEV205,093 shares · 1.2% of their software · price +$10.2M$63.8M+$684K
- Uber Technologies, Inc.UBER1,250,440 shares · 1.1% of their software · price −$5.5M$62.7MFlat
- WorkdayWDAY250,088 shares · 1.1% of their software · price −$2.4M$59.7MFlat
- Paychex, Inc.PAYX532,253 shares · 1.0% of their software · price +$4.9M$57.1M+$603K
- Palo Alto NetworksPANW139,953 shares · 0.9% of their software · price +$6.9M$51.9MFlat
- FortinetFTNT196,032 shares · 0.8% of their software · price +$10.5M$46.7MFlat
- The Trade DeskTTD602,550 shares · 0.8% of their software · price −$346M$46.6M+$354M
- CoStarCSGP557,450 shares · 0.8% of their software · price −$412M$46.2MSplit
- OktaOKTA176,325 shares · 0.8% of their software · price +$4.3M$43.1MFlat
- VeriskVRSK226,114 shares · 0.7% of their software$39.5MFlat
- HubSpotHUBS66,231 shares · 0.7% of their software · price +$8.5M$38.6MFlat
- CloudflareNET357,756 shares · 0.7% of their software · price +$12.7M$37.9MFlat
- VeriSign, Inc.VRSN160,790 shares · 0.7% of their software · price +$4.7M$36.6MFlat
- NetApp, Inc.NTAP439,677 shares · 0.6% of their software · price +$4.0M$36.0M+$597K
- TrimbleTRMB416,334 shares · 0.6% of their software · price +$1.7M$34.1MFlat
- AkamaiAKAM281,909 shares · 0.6% of their software · price +$4.1M$32.9MFlat
- DatadogDDOG314,090 shares · 0.6% of their software · price +$6.5M$32.7MFlat
- BroadridgeBR194,373 shares · 0.6% of their software · price +$1.6M$31.4MFlat
- RingCentralRNG107,831 shares · 0.6% of their software · price −$787K$31.3MFlat
- MongoDBMDB86,480 shares · 0.6% of their software · price +$8.1M$31.3MFlat
- SS&CSSNC429,091 shares · 0.6% of their software · price +$940K$30.9MFlat
- Tyler TechnologiesTYL65,354 shares · 0.5% of their software · price +$1.8M$29.6MFlat
- PaycomPAYC77,259 shares · 0.5% of their software · price −$509K$28.1MFlat
- PTCPTC190,636 shares · 0.5% of their software · price +$688K$26.9MFlat
- Gen DigitalGEN260,400 shares · 0.1% of their software · price +$1.6M$7.1M+$661K
- F5, Inc.FFIV17,462 shares · 0.1% of their software$3.3MFlat
- ZscalerZS9,156 shares · 0.0% of their software$2.0MFlat
- FactSetFDS3,090 shares · 0.0% of their software$1.0MFlat
- Fair IsaacFICO1,589 shares · 0.0% of their software$799KFlat