Generalist · Jeonju-si, Jeollabuk-do, South Korea
National Pension Service
Q4 2021 · compared with Q3 2021
- Software
- $6.3B
- Weight of 13F
- 11.0%
- Names
- 48
- Net bought
- +$83.1M
Filed 15 February 2022 · SEC filing.
519 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
- MicrosoftMSFT8,790,395 shares · 46.8% of their software · price +$478M$3.0B−$34.0M
- AdobeADBE619,227 shares · 5.6% of their software · price −$5.4M$351M−$7.0M
- SalesforceCRM1,217,430 shares · 4.9% of their software · price −$20.8M$309M−$4.1M
- IntuitINTU358,240 shares · 3.6% of their software · price +$37.2M$230MFlat
- OracleORCL2,483,835 shares · 3.4% of their software$217M−$11.8M
- ServiceNowNOW251,905 shares · 2.6% of their software · price +$6.8M$164M−$2.4M
- Automatic Data Processing, Inc.ADP588,548 shares · 2.3% of their software · price +$27.5M$145M−$2.4M
- Fiserv, Inc.FISV867,992 shares · 1.4% of their software · price −$4.1M$90.1M+$6.2M
- SynopsysSNPS230,215 shares · 1.3% of their software · price +$15.9M$84.8M−$3.0M
- Block, Inc.XYZ524,892 shares · 1.3% of their software · price −$41.1M$84.8M+$3.2M
- CadenceCDNS452,125 shares · 1.3% of their software · price +$15.8M$84.3M−$2.8M
- AutodeskADSK296,435 shares · 1.3% of their software · price −$1.2M$83.4MFlat
- Palo Alto NetworksPANW136,149 shares · 1.2% of their software · price +$10.6M$75.8M−$3.0M
- SnowflakeSNOW220,754 shares · 1.2% of their software · price +$8.0M$74.8MNew · +$66.8M
- Paychex, Inc.PAYX528,508 shares · 1.1% of their software · price +$12.7M$72.1M−$1.5M
- WorkdayWDAY262,512 shares · 1.1% of their software · price +$6.1M$71.7M+$1.9M
- Roper Technologies, Inc.ROP143,984 shares · 1.1% of their software · price +$6.6M$70.8M−$3.2M
- FortinetFTNT186,709 shares · 1.1% of their software · price +$12.6M$67.1M−$6.5M
- Uber Technologies, Inc.UBER1,511,642 shares · 1.0% of their software · price −$4.3M$63.4M+$11.7M
- TwilioTWLO228,493 shares · 1.0% of their software · price −$12.7M$60.2M+$10.5M
- CrowdStrikeCRWD275,536 shares · 0.9% of their software · price −$11.3M$56.4M+$908K
- ZoomZM297,626 shares · 0.9% of their software · price −$23.1M$54.7M+$8.3M
- The Trade DeskTTD591,589 shares · 0.9% of their software · price +$12.6M$54.2MFlat
- VeevaVEEV189,563 shares · 0.8% of their software · price −$6.2M$48.4M−$750K
- DatadogDDOG267,961 shares · 0.8% of their software · price +$9.9M$47.7M−$7.0M
- VeriskVRSK194,433 shares · 0.7% of their software · price +$5.5M$44.5M−$2.8M
- CoStarCSGP550,033 shares · 0.7% of their software · price −$3.9M$43.5MFlat
- DocuSignDOCU276,184 shares · 0.7% of their software · price −$29.0M$42.1M+$3.5M
- MongoDBMDB76,237 shares · 0.6% of their software · price +$4.4M$40.4M−$4.4M
- CloudflareNET297,654 shares · 0.6% of their software · price +$5.6M$39.1M−$5.6M
- NetApp, Inc.NTAP423,183 shares · 0.6% of their software · price +$944K$38.9M−$1.7M
- HubSpotHUBS58,533 shares · 0.6% of their software · price −$992K$38.6M−$5.0M
- VeriSign, Inc.VRSN150,842 shares · 0.6% of their software · price +$7.4M$38.3M−$1.2M
- OktaOKTA168,721 shares · 0.6% of their software · price −$2.2M$37.8M+$782K
- ZscalerZS115,012 shares · 0.6% of their software · price +$6.8M$37.0M+$30.2M
- PalantirPLTR2,026,898 shares · 0.6% of their software · price −$11.8M$36.9MNew · +$48.7M
- TrimbleTRMB419,332 shares · 0.6% of their software · price +$2.1M$36.6MFlat
- SS&CSSNC429,397 shares · 0.6% of their software · price +$5.4M$35.2MFlat
- Tyler TechnologiesTYL64,306 shares · 0.5% of their software · price +$5.1M$34.6M−$1.1M
- BroadridgeBR188,289 shares · 0.5% of their software · price +$3.0M$34.4M−$903K
- AkamaiAKAM273,211 shares · 0.5% of their software · price +$3.4M$32.0MFlat
- PaycomPAYC74,458 shares · 0.5% of their software · price −$6.0M$30.9M−$1.0M
- FactSetFDS62,260 shares · 0.5% of their software · price +$5.7M$30.3M+$24.6M
- RingCentralRNG117,534 shares · 0.3% of their software · price −$3.5M$22.0M+$2.3M
- F5, Inc.FFIV21,296 shares · 0.1% of their software · price +$978K$5.2MFlat
- Gen DigitalGEN153,500 shares · 0.1% of their software$4.0MFlat
- PTCPTC8,911 shares · 0.0% of their software$1.1M−$22.6M
- Fair IsaacFICO804 shares · 0.0% of their software$349KFlat