Generalist · Jeonju-si, Jeollabuk-do, South Korea
National Pension Service
Q2 2025 · compared with Q1 2025
- Software
- $14.4B
- Weight of 13F
- 12.5%
- Names
- 49
- Net bought
- +$103M
Filed 8 August 2025 · SEC filing.
534 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
- MicrosoftMSFT13,664,645 shares · 47.1% of their software · price +$1.7B$6.8BFlat
- OracleORCL3,348,663 shares · 5.1% of their software · price +$264M$732M−$9.4M
- PalantirPLTR4,367,253 shares · 4.1% of their software · price +$227M$595M−$70.8M
- SalesforceCRM2,155,698 shares · 4.1% of their software · price +$9.3M$588MFlat
- IntuitINTU655,890 shares · 3.6% of their software · price +$114M$517M+$39.6M
- ServiceNowNOW402,812 shares · 2.9% of their software · price +$93.4M$414MFlat
- Uber Technologies, Inc.UBER4,317,114 shares · 2.8% of their software · price +$88.2M$403M+$7.1M
- AdobeADBE925,463 shares · 2.5% of their software · price +$3.1M$358MFlat
- Palo Alto NetworksPANW1,686,962 shares · 2.4% of their software · price +$57.4M$345M+$46.1M
- AppLovinAPP790,271 shares · 1.9% of their software · price +$67.3M$277M+$94.4M
- Automatic Data Processing, Inc.ADP846,719 shares · 1.8% of their software · price +$2.4M$261M−$49.4M
- CrowdStrikeCRWD478,060 shares · 1.7% of their software · price +$74.9M$243M+$3.9M
- FortinetFTNT2,172,337 shares · 1.6% of their software · price +$20.6M$230M+$9.6M
- CadenceCDNS731,163 shares · 1.6% of their software · price +$39.4M$225M+$24.0M
- AutodeskADSK686,470 shares · 1.5% of their software · price +$32.8M$213M−$5.4M
- Strategy IncMSTR507,093 shares · 1.4% of their software · price +$58.8M$205M+$62.7M
- Fiserv, Inc.FISV1,186,775 shares · 1.4% of their software · price −$57.5M$205M+$29.6M
- SynopsysSNPS370,517 shares · 1.3% of their software · price +$31.1M$190M+$4.6M
- WorkdayWDAY768,453 shares · 1.3% of their software · price +$5.0M$184M+$6.5M
- Roper Technologies, Inc.ROP265,529 shares · 1.0% of their software · price −$6.0M$151MFlat
- SnowflakeSNOW616,247 shares · 1.0% of their software · price +$47.8M$138M+$27.4M
- CloudflareNET612,723 shares · 0.8% of their software · price +$50.9M$120M+$21.1M
- Check PointCHKP393,230 shares · 0.6% of their software · price −$2.6M$87.0MFlat
- VeriskVRSK222,528 shares · 0.5% of their software · price +$3.1M$69.3MFlat
- Paychex, Inc.PAYX476,082 shares · 0.5% of their software · price −$4.2M$69.3MFlat
- Fair IsaacFICO35,825 shares · 0.5% of their software · price −$580K$65.5M−$91.6M
- VeevaVEEV207,614 shares · 0.4% of their software · price +$11.7M$59.8MFlat
- DatadogDDOG417,966 shares · 0.4% of their software · price +$14.7M$56.1M−$4.2M
- ZscalerZS172,819 shares · 0.4% of their software · price +$20.0M$54.3MFlat
- The Trade DeskTTD748,724 shares · 0.4% of their software · price +$12.9M$53.9M−$41.5M
- Block, Inc.XYZ751,564 shares · 0.4% of their software · price +$10.2M$51.1M−$4.4M
- AtlassianTEAM241,800 shares · 0.3% of their software · price −$2.2M$49.1MFlat
- GoDaddyGDDY271,909 shares · 0.3% of their software$49.0MFlat
- ZoomZM621,912 shares · 0.3% of their software · price +$2.6M$48.5MFlat
- VeriSign, Inc.VRSN158,899 shares · 0.3% of their software · price +$5.6M$45.9MFlat
- CoStarCSGP541,601 shares · 0.3% of their software · price +$634K$43.5MFlat
- BroadridgeBR171,777 shares · 0.3% of their software$41.7MFlat
- HubSpotHUBS72,175 shares · 0.3% of their software · price −$1.1M$40.2MFlat
- Tyler TechnologiesTYL67,564 shares · 0.3% of their software · price +$774K$40.1MFlat
- PTCPTC217,238 shares · 0.3% of their software · price +$3.8M$37.4MFlat
- Corpay, Inc.CPAY99,943 shares · 0.2% of their software · price −$1.7M$33.2MFlat
- Gen DigitalGEN652,542 shares · 0.1% of their software · price +$1.9M$19.2MFlat
- NetApp, Inc.NTAP126,441 shares · 0.1% of their software · price +$2.4M$13.5MFlat
- SS&CSSNC146,840 shares · 0.1% of their software$12.2MFlat
- AkamaiAKAM45,869 shares · 0.0% of their software$3.7MFlat
- TrimbleTRMB23,971 shares · 0.0% of their software$1.8MFlat
- Manhattan AssociatesMANH2,342 shares · 0.0% of their software$462KFlat
- FactSetFDS603 shares · 0.0% of their software$270KFlat
- MongoDBMDB1,219 shares · 0.0% of their software$256KFlat