Generalist · Jeonju-si, Jeollabuk-do, South Korea
National Pension Service
Q3 2021 · compared with Q2 2021
- Software
- $5.7B
- Weight of 13F
- 10.9%
- Names
- 46
- Net bought
- −$18.4M
Filed 18 November 2021 · SEC filing.
499 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
- MicrosoftMSFT8,910,889 shares · 44.0% of their software · price +$98.2M$2.5BFlat
- AdobeADBE631,399 shares · 6.4% of their software · price −$6.3M$364MFlat
- SalesforceCRM1,232,683 shares · 5.9% of their software · price +$33.2M$334M+$13.6M
- OracleORCL2,618,931 shares · 4.0% of their software · price +$24.3M$228M−$3.3M
- IntuitINTU358,074 shares · 3.4% of their software · price +$17.7M$193MFlat
- ServiceNowNOW255,716 shares · 2.8% of their software · price +$18.6M$159MFlat
- Block, Inc.XYZ511,344 shares · 2.1% of their software · price −$2.0M$123M−$3.9M
- Automatic Data Processing, Inc.ADP600,582 shares · 2.1% of their software · price +$781K$120MFlat
- Fiserv, Inc.FISV810,851 shares · 1.5% of their software · price +$1.3M$88.0MFlat
- AutodeskADSK299,376 shares · 1.5% of their software · price −$2.0M$85.4MFlat
- SynopsysSNPS240,328 shares · 1.3% of their software · price +$5.7M$72.0M+$773K
- CadenceCDNS470,309 shares · 1.2% of their software · price +$6.9M$71.2M−$792K
- ZoomZM265,988 shares · 1.2% of their software · price −$33.4M$69.6M−$1.3M
- Palo Alto NetworksPANW142,318 shares · 1.2% of their software · price +$15.4M$68.2M+$878K
- DocuSignDOCU262,433 shares · 1.2% of their software · price −$5.8M$67.6MFlat
- Roper Technologies, Inc.ROP151,196 shares · 1.2% of their software · price −$3.6M$67.5M−$1.8M
- CrowdStrikeCRWD271,843 shares · 1.2% of their software · price −$1.5M$66.8MFlat
- WorkdayWDAY254,981 shares · 1.1% of their software · price +$2.8M$63.7M+$1.2M
- TwilioTWLO195,554 shares · 1.1% of their software · price −$14.7M$62.4M−$3.7M
- FortinetFTNT209,067 shares · 1.1% of their software · price +$11.3M$61.1M+$3.1M
- Paychex, Inc.PAYX541,436 shares · 1.1% of their software · price +$2.8M$60.9M+$985K
- Uber Technologies, Inc.UBER1,251,125 shares · 1.0% of their software · price −$6.7M$56.1MFlat
- VeevaVEEV192,165 shares · 1.0% of their software · price −$4.4M$55.4M−$4.0M
- CoStarCSGP554,375 shares · 0.8% of their software · price +$1.8M$47.7MFlat
- DatadogDDOG317,735 shares · 0.8% of their software · price +$11.8M$44.9MFlat
- HubSpotHUBS65,878 shares · 0.8% of their software · price +$6.2M$44.5MFlat
- VeriskVRSK208,657 shares · 0.7% of their software · price +$5.3M$41.8M−$3.1M
- The Trade DeskTTD585,520 shares · 0.7% of their software · price −$4.1M$41.2M−$1.3M
- MongoDBMDB85,649 shares · 0.7% of their software · price +$9.4M$40.4MFlat
- NetApp, Inc.NTAP441,730 shares · 0.7% of their software · price +$3.5M$39.7MFlat
- OktaOKTA165,426 shares · 0.7% of their software · price −$1.2M$39.3M−$2.7M
- CloudflareNET347,266 shares · 0.7% of their software · price +$2.4M$39.1M−$1.1M
- PaycomPAYC76,576 shares · 0.7% of their software · price +$10.1M$38.0MFlat
- TrimbleTRMB418,244 shares · 0.6% of their software$34.4MFlat
- BroadridgeBR193,705 shares · 0.6% of their software · price +$990K$32.3MFlat
- VeriSign, Inc.VRSN156,697 shares · 0.6% of their software · price −$3.6M$32.1M−$932K
- Tyler TechnologiesTYL66,746 shares · 0.5% of their software$30.6M+$630K
- SS&CSSNC434,122 shares · 0.5% of their software · price −$1.2M$30.1MFlat
- AkamaiAKAM270,529 shares · 0.5% of their software · price −$3.2M$28.3M−$1.3M
- PTCPTC197,714 shares · 0.4% of their software · price −$4.2M$23.7M+$1,000K
- RingCentralRNG106,783 shares · 0.4% of their software · price −$7.8M$23.2MFlat
- F5, Inc.FFIV21,296 shares · 0.1% of their software$4.2M+$716K
- Gen DigitalGEN153,500 shares · 0.1% of their software$3.9M−$2.9M
- Fair IsaacFICO804 shares · 0.0% of their software$320KFlat
- ZscalerZS22 shares · 0.0% of their software$6K−$2.0M
- FactSetFDS7 shares · 0.0% of their software$3K−$1.0M