Generalist · Jeonju-si, Jeollabuk-do, South Korea
National Pension Service
Q1 2023 · compared with Q4 2022
- Software
- $5.9B
- Weight of 13F
- 10.8%
- Names
- 43
- Net bought
- +$205M
Filed 12 May 2023 · SEC filing.
514 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
- MicrosoftMSFT10,113,611 shares · 48.5% of their software · price +$490M$2.9B+$63.2M
- SalesforceCRM1,625,899 shares · 5.4% of their software · price +$109M$320M+$23.2M
- AdobeADBE714,557 shares · 4.6% of their software · price +$34.9M$273M+$9.0M
- OracleORCL2,478,897 shares · 3.8% of their software · price +$27.7M$224M−$22.4M
- IntuitINTU414,691 shares · 3.1% of their software · price +$23.5M$183M+$2.2M
- Automatic Data Processing, Inc.ADP661,498 shares · 2.5% of their software · price −$10.7M$145MFlat
- ServiceNowNOW302,837 shares · 2.2% of their software · price +$23.2M$133M−$5.6M
- Fiserv, Inc.FISV1,061,769 shares · 2.0% of their software · price +$12.7M$120M+$7.3M
- Palo Alto NetworksPANW614,853 shares · 2.0% of their software · price +$37.0M$119M+$22.3M
- CadenceCDNS538,541 shares · 1.9% of their software · price +$26.6M$111M−$6.1M
- FortinetFTNT1,684,244 shares · 1.9% of their software · price +$29.6M$111M+$8.1M
- SynopsysSNPS290,838 shares · 1.8% of their software · price +$19.5M$109M+$2.5M
- Roper Technologies, Inc.ROP219,300 shares · 1.6% of their software · price +$1.9M$95.8M+$4.6M
- WorkdayWDAY455,688 shares · 1.5% of their software · price +$17.9M$91.2M+$22.0M
- Paychex, Inc.PAYX734,693 shares · 1.4% of their software · price −$713K$83.4M+$14.6M
- Block, Inc.XYZ1,157,634 shares · 1.3% of their software · price +$6.7M$79.3M+$16.3M
- AutodeskADSK387,148 shares · 1.3% of their software · price +$8.2M$78.1M+$1.8M
- Uber Technologies, Inc.UBER2,151,772 shares · 1.1% of their software · price +$15.0M$67.1M−$3.6M
- SnowflakeSNOW466,842 shares · 1.1% of their software · price +$5.0M$66.3M+$18.4M
- CoStarCSGP868,983 shares · 1.0% of their software · price −$7.3M$59.2M+$29.0M
- The Trade DeskTTD658,412 shares · 0.7% of their software · price +$10.6M$39.6M−$1.8M
- VeriskVRSK199,376 shares · 0.6% of their software · price +$3.1M$38.1MFlat
- CrowdStrikeCRWD282,674 shares · 0.6% of their software · price +$9.0M$37.2M−$8.3M
- Fair IsaacFICO50,125 shares · 0.6% of their software · price +$5.2M$34.9M+$4.7M
- VeevaVEEV190,594 shares · 0.6% of their software · price +$4.3M$34.1MFlat
- HubSpotHUBS77,010 shares · 0.5% of their software · price +$10.8M$32.1MFlat
- VeriSign, Inc.VRSN153,613 shares · 0.5% of their software · price +$905K$31.7M+$1.8M
- BroadridgeBR201,205 shares · 0.5% of their software · price +$2.5M$29.2M+$742K
- NetApp, Inc.NTAP464,967 shares · 0.5% of their software · price +$1.8M$29.1MFlat
- ZoomZM377,984 shares · 0.5% of their software · price +$2.3M$27.2MFlat
- CloudflareNET443,156 shares · 0.4% of their software · price +$7.3M$26.1M−$559K
- MongoDBMDB114,778 shares · 0.4% of their software · price +$4.2M$25.1MFlat
- DatadogDDOG367,910 shares · 0.4% of their software$25.0M−$1.8M
- AkamaiAKAM321,477 shares · 0.4% of their software · price −$1.9M$24.6M+$3.9M
- PTCPTC195,784 shares · 0.4% of their software · price +$1.6M$24.6MFlat
- Tyler TechnologiesTYL71,027 shares · 0.4% of their software · price +$2.3M$24.4M−$748K
- PaycomPAYC80,896 shares · 0.4% of their software · price −$510K$24.0MFlat
- FactSetFDS56,613 shares · 0.4% of their software · price +$786K$23.2MFlat
- TrimbleTRMB449,573 shares · 0.4% of their software · price +$836K$23.1M−$880K
- Gen DigitalGEN1,324,190 shares · 0.4% of their software · price −$5.7M$22.2M+$2.6M
- SS&CSSNC104,012 shares · 0.1% of their software$5.8M+$2.3M
- F5, Inc.FFIV83 shares · 0.0% of their software$12K−$3.5M
- DocuSignDOCU53 shares · 0.0% of their software$3K−$855K