Generalist · Jeonju-si, Jeollabuk-do, South Korea
National Pension Service
Q4 2022 · compared with Q3 2022
- Software
- $4.9B
- Weight of 13F
- 9.6%
- Names
- 46
- Net bought
- +$37.4M
Filed 21 February 2023 · SEC filing.
520 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
- MicrosoftMSFT9,849,879 shares · 48.2% of their software · price +$68.2M$2.4B+$48.0M
- AdobeADBE687,780 shares · 4.7% of their software · price +$42.2M$231M+$5.3M
- OracleORCL2,752,585 shares · 4.6% of their software · price +$56.9M$225M+$2.8M
- SalesforceCRM1,450,628 shares · 3.9% of their software · price −$16.3M$192M+$10.0M
- IntuitINTU408,913 shares · 3.3% of their software · price +$777K$159M+$4.4M
- Automatic Data Processing, Inc.ADP658,698 shares · 3.2% of their software · price +$8.3M$157M+$2.8M
- ServiceNowNOW317,307 shares · 2.5% of their software · price +$3.4M$123M+$4.4M
- Fiserv, Inc.FISV989,296 shares · 2.0% of their software · price +$7.4M$100.0M+$1.5M
- CadenceCDNS576,285 shares · 1.9% of their software · price −$1.6M$92.6M+$2.0M
- SynopsysSNPS283,032 shares · 1.8% of their software · price +$3.9M$90.4M+$2.5M
- Roper Technologies, Inc.ROP208,554 shares · 1.8% of their software · price +$15.1M$90.1M+$1.9M
- FortinetFTNT1,519,199 shares · 1.5% of their software$74.3M+$1.2M
- AutodeskADSK377,400 shares · 1.4% of their software$70.5M+$2.3M
- Paychex, Inc.PAYX608,570 shares · 1.4% of their software · price +$2.0M$70.3M+$2.9M
- Palo Alto NetworksPANW455,390 shares · 1.3% of their software · price −$11.0M$63.5M+$3.5M
- Uber Technologies, Inc.UBER2,296,952 shares · 1.2% of their software · price −$4.1M$56.8M+$3.4M
- Block, Inc.XYZ898,369 shares · 1.2% of their software · price +$7.1M$56.5M+$3.6M
- WorkdayWDAY324,275 shares · 1.1% of their software · price +$4.9M$54.3M+$2.0M
- SnowflakeSNOW338,920 shares · 1.0% of their software · price −$9.0M$48.6M+$3.5M
- CoStarCSGP493,226 shares · 0.8% of their software · price +$3.8M$38.1M+$677K
- CrowdStrikeCRWD361,965 shares · 0.8% of their software · price −$21.5M$38.1M+$6.6M
- VeriskVRSK197,547 shares · 0.7% of their software · price +$1.2M$34.9M+$926K
- The Trade DeskTTD698,235 shares · 0.6% of their software · price −$10.4M$31.3M+$5.5M
- VeevaVEEV193,406 shares · 0.6% of their software · price −$677K$31.2M+$2.4M
- VeriSign, Inc.VRSN145,048 shares · 0.6% of their software · price +$4.6M$29.8MFlat
- DatadogDDOG392,480 shares · 0.6% of their software · price −$6.0M$28.8M+$5.3M
- NetApp, Inc.NTAP457,970 shares · 0.6% of their software · price −$820K$27.5M+$1.1M
- BroadridgeBR195,672 shares · 0.5% of their software · price −$2.0M$26.2M+$2.2M
- Gen DigitalGEN1,203,468 shares · 0.5% of their software · price +$1.6M$25.8MNew · +$24.2M
- ZoomZM375,270 shares · 0.5% of their software · price −$2.2M$25.4M+$3.9M
- Fair IsaacFICO42,202 shares · 0.5% of their software · price +$7.9M$25.3M+$17.0M
- PaycomPAYC80,963 shares · 0.5% of their software · price −$1.6M$25.1M+$1.7M
- PTCPTC199,200 shares · 0.5% of their software · price +$3.1M$23.9MFlat
- Tyler TechnologiesTYL73,348 shares · 0.5% of their software · price −$1.8M$23.6M+$2.0M
- TrimbleTRMB466,972 shares · 0.5% of their software · price −$1.7M$23.6M+$2.2M
- AkamaiAKAM275,193 shares · 0.5% of their software · price +$1.1M$23.2M+$670K
- FactSetFDS56,621 shares · 0.5% of their software$22.7M−$684K
- MongoDBMDB114,778 shares · 0.5% of their software$22.6M+$4.5M
- HubSpotHUBS77,333 shares · 0.5% of their software · price +$1.5M$22.4M+$1.6M
- CloudflareNET455,529 shares · 0.4% of their software · price −$4.6M$20.6M+$3.7M
- F5, Inc.FFIV24,407 shares · 0.1% of their software$3.5MFlat
- SS&CSSNC60,588 shares · 0.1% of their software$3.2M−$18.6M
- DocuSignDOCU15,483 shares · 0.0% of their software$858K−$17.8M
- ZscalerZS25 shares · 0.0% of their software$3K−$23.0M
- OktaOKTA25 shares · 0.0% of their software$2K−$13.8M
- TwilioTWLO24 shares · 0.0% of their software$1K−$19.8M