Generalist · Jeonju-si, Jeollabuk-do, South Korea
National Pension Service
Q1 2026 · compared with Q4 2025
- Software
- $11.2B
- Weight of 13F
- 8.5%
- Names
- 55
- Net bought
- +$399M
562 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
- MicrosoftMSFT14,917,409 shares · 49.3% of their software · price −$1.7B$5.5B+$198M
- PalantirPLTR5,184,024 shares · 6.8% of their software · price −$163M$758M+$71.2M
- OracleORCL3,774,444 shares · 5.0% of their software · price −$180M$555M+$19.8M
- SalesforceCRM2,163,383 shares · 3.6% of their software · price −$169M$404M+$18.3M
- Palo Alto NetworksPANW2,151,333 shares · 3.1% of their software · price −$51.4M$345M+$73.2M
- Uber Technologies, Inc.UBER4,573,076 shares · 2.9% of their software · price −$44.7M$329M+$8.3M
- AdobeADBE1,159,447 shares · 2.5% of their software · price −$124M$282M+$27.3M
- IntuitINTU644,856 shares · 2.5% of their software · price −$148M$279M+$12.5M
- ServiceNowNOW2,557,773 shares · 2.4% of their software · price −$124M$267M+$5.3M
- AppLovinAPP558,327 shares · 2.0% of their software · price −$154M$222M−$97.7M
- CadenceCDNS753,960 shares · 1.9% of their software · price −$26.2M$210MFlat
- CrowdStrikeCRWD516,121 shares · 1.8% of their software · price −$40.4M$201M+$8.7M
- Automatic Data Processing, Inc.ADP979,905 shares · 1.8% of their software · price −$53.0M$199M+$17.6M
- AutodeskADSK816,428 shares · 1.7% of their software · price −$46.2M$195M+$8.1M
- CloudflareNET944,441 shares · 1.7% of their software · price +$8.7M$195MFlat
- SynopsysSNPS461,388 shares · 1.6% of their software · price −$33.8M$183M+$5.3M
- Strategy IncMSTR821,985 shares · 0.9% of their software · price −$22.3M$103M+$31.5M
- SnowflakeSNOW668,434 shares · 0.9% of their software · price −$45.8M$101M+$2.8M
- FortinetFTNT1,093,026 shares · 0.8% of their software · price +$2.5M$89.3M−$10.1M
- Roper Technologies, Inc.ROP184,247 shares · 0.6% of their software · price −$16.8M$65.2M+$1.5M
- Paychex, Inc.PAYX684,974 shares · 0.6% of their software · price −$13.7M$63.1M+$16.3M
- ZoomZM712,254 shares · 0.5% of their software · price −$4.2M$57.3M−$1.8M
- Block, Inc.XYZ948,075 shares · 0.5% of their software · price −$4.7M$57.1M+$7.5M
- Fiserv, Inc.FISV984,210 shares · 0.5% of their software · price −$11.2M$54.9MFlat
- DatadogDDOG453,426 shares · 0.5% of their software · price −$8.1M$53.5M+$1.5M
- WorkdayWDAY411,442 shares · 0.5% of their software · price −$34.9M$53.5M+$11.7M
- VeriskVRSK218,099 shares · 0.4% of their software · price −$7.4M$41.4M−$3.5M
- VeevaVEEV228,702 shares · 0.4% of their software · price −$10.9M$40.2M+$800K
- Fair IsaacFICO36,875 shares · 0.4% of their software · price −$23.0M$39.4M−$9.7M
- BroadridgeBR221,131 shares · 0.3% of their software · price −$13.4M$35.9M+$8.3M
- MongoDBMDB138,821 shares · 0.3% of their software · price −$24.3M$34.0M+$4.8M
- CoStarCSGP702,678 shares · 0.3% of their software · price −$18.9M$28.3M+$1.4M
- ZscalerZS181,905 shares · 0.2% of their software · price −$15.4M$25.5MFlat
- Tyler TechnologiesTYL70,122 shares · 0.2% of their software · price −$7.8M$24.0M+$1.2M
- NetApp, Inc.NTAP220,073 shares · 0.2% of their software · price −$1.0M$22.5M+$4.2M
- AtlassianTEAM292,681 shares · 0.2% of their software · price −$27.5M$20.0M+$1.9M
- PTCPTC30,569 shares · 0.0% of their software · price −$970K$4.4M+$2.7M
- VeriSign, Inc.VRSN15,966 shares · 0.0% of their software$4.0M−$1.1M
- F5, Inc.FFIV12,750 shares · 0.0% of their software$3.7M+$2.6M
- CoreWeave, Inc.CRWV40,540 shares · 0.0% of their software$3.1M+$903K
- GoDaddyGDDY37,078 shares · 0.0% of their software · price −$1.5M$3.1M−$6.3M
- SamsaraIOT92,404 shares · 0.0% of their software$2.9M+$2.8M
- HubSpotHUBS11,863 shares · 0.0% of their software · price −$1.9M$2.9M+$2.0M
- OktaOKTA35,636 shares · 0.0% of their software$2.8MNew · +$3.1M
- SS&CSSNC40,367 shares · 0.0% of their software · price −$801K$2.7M−$15.1M
- TwilioTWLO20,453 shares · 0.0% of their software$2.6MFlat
- ToastTOST82,113 shares · 0.0% of their software · price −$739K$2.2M+$1.8M
- The Trade DeskTTD94,863 shares · 0.0% of their software · price −$1.4M$2.2M+$566K
- Corpay, Inc.CPAY5,817 shares · 0.0% of their software$1.7M+$711K
- TrimbleTRMB22,596 shares · 0.0% of their software$1.5M−$2.7M
- Gen DigitalGEN72,752 shares · 0.0% of their software · price −$608K$1.4M−$23.4M
- Check PointCHKP7,200 shares · 0.0% of their software$1.0M−$9.7M
- StoneCo Ltd.STNE64,424 shares · 0.0% of their software$910KFlat
- Grab Holdings LimitedGRAB154,470 shares · 0.0% of their software$565KFlat
- monday.comMNDY2,856 shares · 0.0% of their software$197KNew · Flat