Generalist · Jeonju-si, Jeollabuk-do, South Korea
National Pension Service
Q3 2022 · compared with Q2 2022
- Software
- $4.8B
- Weight of 13F
- 10.0%
- Names
- 49
- Net bought
- +$273M
Filed 18 November 2022 · SEC filing.
526 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
- MicrosoftMSFT9,643,704 shares · 47.7% of their software · price −$231M$2.3B+$56.0M
- SalesforceCRM1,380,910 shares · 4.2% of their software · price −$29.3M$203M+$6.7M
- AdobeADBE668,360 shares · 3.9% of their software · price −$60.7M$186M+$4.0M
- OracleORCL2,707,189 shares · 3.5% of their software · price −$23.8M$166M+$4.4M
- IntuitINTU397,562 shares · 3.3% of their software · price +$747K$158M+$2.9M
- Automatic Data Processing, Inc.ADP646,262 shares · 3.1% of their software · price +$10.4M$147M+$1.5M
- ServiceNowNOW305,621 shares · 2.5% of their software · price −$29.9M$118M+$5.0M
- CadenceCDNS563,863 shares · 1.9% of their software · price +$7.6M$92.9M+$1.4M
- Fiserv, Inc.FISV973,096 shares · 1.9% of their software · price +$4.5M$92.3M+$3.1M
- SynopsysSNPS274,880 shares · 1.8% of their software$85.0MFlat
- Roper Technologies, Inc.ROP203,232 shares · 1.6% of their software · price −$7.1M$74.5M+$6.2M
- FortinetFTNT1,494,474 shares · 1.5% of their software · price −$11.1M$74.2M+$4.1M
- Palo Alto NetworksPANW434,232 shares · 1.5% of their software · price −$143M$71.9M+$144M
- AutodeskADSK365,263 shares · 1.4% of their software · price +$5.4M$69.2MFlat
- Paychex, Inc.PAYX582,600 shares · 1.4% of their software · price −$967K$66.1M+$888K
- Uber Technologies, Inc.UBER2,167,228 shares · 1.2% of their software · price +$13.1M$57.3MFlat
- SnowflakeSNOW318,561 shares · 1.1% of their software · price +$9.8M$54.3M+$1.3M
- CrowdStrikeCRWD322,038 shares · 1.1% of their software · price −$1.2M$53.4M+$590K
- WorkdayWDAY311,213 shares · 1.0% of their software · price +$3.9M$48.6M+$2.9M
- Block, Inc.XYZ833,710 shares · 1.0% of their software · price −$5.4M$46.6M+$2.7M
- The Trade DeskTTD606,000 shares · 0.8% of their software · price +$10.8M$36.8M−$2.4M
- CoStarCSGP483,506 shares · 0.7% of their software · price +$4.5M$34.2M−$3.7M
- VeriskVRSK192,118 shares · 0.7% of their software$33.3M−$591K
- VeevaVEEV178,626 shares · 0.6% of their software · price −$5.9M$29.4M−$3.4M
- DatadogDDOG333,202 shares · 0.6% of their software · price −$2.2M$29.1M+$785K
- NetApp, Inc.NTAP439,772 shares · 0.6% of their software · price −$1.5M$27.7MFlat
- BroadridgeBR180,452 shares · 0.6% of their software$26.5M−$2.1M
- VeriSign, Inc.VRSN146,917 shares · 0.5% of their software · price +$936K$25.9MFlat
- PaycomPAYC75,781 shares · 0.5% of their software · price +$3.8M$25.3M−$2.5M
- ZoomZM321,680 shares · 0.5% of their software · price −$11.1M$24.0M−$1.8M
- TrimbleTRMB426,541 shares · 0.5% of their software · price −$1.7M$23.6M−$1.1M
- Tyler TechnologiesTYL67,707 shares · 0.5% of their software · price +$1.0M$23.5MFlat
- ZscalerZS139,785 shares · 0.5% of their software · price +$2.1M$23.2MFlat
- FactSetFDS58,330 shares · 0.5% of their software · price +$906K$23.1M−$795K
- SS&CSSNC450,835 shares · 0.5% of their software · price −$4.7M$21.9M+$1.8M
- AkamaiAKAM266,848 shares · 0.4% of their software · price −$2.9M$21.5M+$609K
- PalantirPLTR2,657,279 shares · 0.4% of their software · price −$2.5M$21.5M+$778K
- CloudflareNET387,987 shares · 0.4% of their software · price +$4.5M$21.3MFlat
- PTCPTC201,220 shares · 0.4% of their software$21.3M+$20.3M
- BILLBILL157,079 shares · 0.4% of their software · price +$3.5M$21.2MNew · +$17.3M
- GoDaddyGDDY285,855 shares · 0.4% of their software$20.6MNew · +$19.9M
- TwilioTWLO286,326 shares · 0.4% of their software · price −$4.2M$20.2M+$3.3M
- ZoomInfoZI473,447 shares · 0.4% of their software$19.7M—
- HubSpotHUBS71,535 shares · 0.4% of their software · price −$2.2M$19.6MFlat
- DocuSignDOCU348,498 shares · 0.4% of their software · price −$1.4M$19.2MFlat
- MongoDBMDB92,262 shares · 0.4% of their software · price −$5.6M$18.0MFlat
- OktaOKTA242,033 shares · 0.3% of their software · price −$8.1M$13.7M+$2.4M
- F5, Inc.FFIV24,407 shares · 0.1% of their software$3.6MFlat
- Fair IsaacFICO921 shares · 0.0% of their software$391KFlat