Generalist · Montreal, Canada
Caisse de depot et placement du Quebec
Q1 2025 · compared with Q4 2024
- Software
- $4.5B
- Weight of 13F
- 9.4%
- Names
- 59
- Net bought
- −$29.4M
Filed 14 May 2025 · SEC filing.
591 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 202654 names$4.7B+$569M
- Q1 202659 names$4.0B−$445M
- Q4 202551 names$5.6B+$417M
- Q3 202557 names$5.9B+$223M
- Q2 202559 names$5.6B+$174M
- Q1 202559 names$4.5B−$29.4M
- Q4 202462 names$5.1B−$361M
- Q3 202456 names$5.4B+$856M
- Q2 202449 names$4.4B+$261M
- Q1 202448 names$4.1B−$189M
- Q4 202353 names$4.1B+$331M
- Q3 202346 names$3.1B−$71.6M
- Q2 202343 names$3.4B−$181M
- Q1 202344 names$3.1B+$34.9M
- Q4 202250 names$2.6B−$461M
- Q3 202250 names$3.0B+$34.1M
- Q2 202251 names$3.4B+$255M
- Q1 202256 names$4.3B−$56.4M
- Q4 202154 names$5.1B−$52.8M
- Q3 202146 names$6.2B+$2.0B
- Q2 202142 names$3.8B+$592M
- Q1 202145 names$2.7B+$77.4M
- Q4 202046 names$2.6B+$4.1M
- Q3 202039 names$2.4B+$411M
- Q2 202040 names$1.9B−$206M
- Q1 202040 names$1.7B−$177M
- Q4 201939 names$2.1B−$136M
- Q3 201938 names$2.1B+$180M
- Q2 201935 names$1.9B−$101M
- Q1 201934 names$1.9B−$220M
- Q4 201832 names$1.8B−$192M
- Q3 201833 names$2.3B−$171M
- Q2 201827 names$2.2B−$46.6M
- Q1 201829 names$2.2B−$38.5M
- Q4 201727 names$2.2B−$33.4M
- Q3 201728 names$2.1B−$145M
- Q2 201728 names$2.2B−$131M
- Q1 201727 names$2.2B−$64.8M
- Q4 201626 names$2.1B−$45.9M
- Q3 201626 names$2.1B−$43.7M
- Q2 201627 names · $2K in calls, not in the total$2.1B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT4,304,321 shares · 36.0% of their software · price −$198M$1.6B−$94.8M
- SalesforceCRM904,129 shares · 5.4% of their software · price −$59.6M$243M+$47.9M
- Roper Technologies, Inc.ROP380,620 shares · 5.0% of their software · price +$26.5M$224M+$5.3M
- AdobeADBE572,262 shares · 4.9% of their software · price −$35.0M$219M+$54.8M
- LightspeedLSPD24,286,220 shares · 4.7% of their software · price −$157M$212MFlat
- Uber Technologies, Inc.UBER2,097,714 shares · 3.4% of their software · price +$26.3M$153M−$3.7M
- ShopifySHOP1,340,230 shares · 2.8% of their software · price −$14.5M$128M−$28.3M
- ServiceNowNOW143,843 shares · 2.6% of their software · price −$38.0M$115M+$29.6M
- GoDaddyGDDY634,267 shares · 2.5% of their software · price −$10.9M$114M−$88.4M
- Automatic Data Processing, Inc.ADP365,557 shares · 2.5% of their software · price +$4.7M$112M+$14.7M
- FortinetFTNT1,145,571 shares · 2.5% of their software · price +$2.0M$110M+$20.7M
- ZoomZM1,399,652 shares · 2.3% of their software · price −$11.0M$103M+$13.2M
- DocuSignDOCU1,129,741 shares · 2.1% of their software · price −$9.6M$92.0MFlat
- WorkdayWDAY393,148 shares · 2.0% of their software · price −$9.6M$91.8M−$20.4M
- Fiserv, Inc.FISV301,530 shares · 1.5% of their software · price +$4.6M$66.6M+$15.0M
- DropboxDBX2,482,705 shares · 1.5% of their software · price −$8.3M$66.3M+$20.6M
- IntuitINTU105,250 shares · 1.4% of their software · price −$1.5M$64.6M+$15.6M
- OracleORCL419,062 shares · 1.3% of their software · price −$11.2M$58.6M−$50.3M
- VeriskVRSK187,692 shares · 1.2% of their software · price +$4.2M$55.9M+$16.2M
- Fair IsaacFICO28,447 shares · 1.2% of their software · price −$4.2M$52.5M+$13.2M
- Palo Alto NetworksPANW294,333 shares · 1.1% of their software · price −$3.3M$50.2M−$17.0M
- Manhattan AssociatesMANH289,229 shares · 1.1% of their software · price −$28.1M$50.0M+$20.6M
- VeevaVEEV193,599 shares · 1.0% of their software · price +$4.1M$44.8M−$29.3M
- CommvaultCVLT279,547 shares · 1.0% of their software · price +$1.9M$44.1M+$11.4M
- SS&CSSNC477,922 shares · 0.9% of their software · price +$3.7M$39.9M+$23.3M
- F5, Inc.FFIV147,017 shares · 0.9% of their software · price +$2.2M$39.1M+$25.7M
- AppFolioAPPF130,737 shares · 0.6% of their software · price −$3.5M$28.7M+$25.3M
- DynatraceDT576,732 shares · 0.6% of their software · price −$4.2M$27.2M−$20.4M
- ZscalerZS108,677 shares · 0.5% of their software · price +$2.0M$21.6M+$15.9M
- VeriSign, Inc.VRSN83,717 shares · 0.5% of their software · price +$3.9M$21.3M−$2.3M
- Corpay, Inc.CPAY53,334 shares · 0.4% of their software · price +$549K$18.6M+$3.6M
- Amdocs LimitedDOX184,727 shares · 0.4% of their software · price +$1.2M$16.9MNew · +$15.7M
- NetApp, Inc.NTAP189,839 shares · 0.4% of their software · price −$5.4M$16.7M−$39.5M
- TwilioTWLO159,016 shares · 0.3% of their software · price −$1.6M$15.6M+$4.3M
- AtlassianTEAM66,731 shares · 0.3% of their software · price −$2.1M$14.2M+$7.6M
- Gen DigitalGEN500,679 shares · 0.3% of their software$13.3M−$5.0M
- CrowdStrikeCRWD34,600 shares · 0.3% of their software$12.2MNew · +$11.8M
- ToastTOST320,973 shares · 0.2% of their software · price −$1.1M$10.6M−$5.1M
- SamsaraIOT263,000 shares · 0.2% of their software · price −$1.4M$10.1M+$9.2M
- NutanixNTNX122,924 shares · 0.2% of their software · price +$1.1M$8.6M+$4.1M
- DatadogDDOG83,408 shares · 0.2% of their software · price −$3.6M$8.3M+$7.6M
- AppLovinAPP31,042 shares · 0.2% of their software · price −$1.8M$8.2M+$8.5M
- AutodeskADSK28,424 shares · 0.2% of their software · price −$960K$7.4M−$3.7M
- CadenceCDNS27,571 shares · 0.2% of their software · price −$1.3M$7.0MNew · +$8.3M
- DuolingoDUOL22,561 shares · 0.2% of their software$7.0M+$3.0M
- SynopsysSNPS16,273 shares · 0.2% of their software · price −$920K$7.0MNew · +$7.9M
- AlkamiALKT220,000 shares · 0.1% of their software · price −$2.3M$5.8M+$2.1M
- WaystarWAY144,000 shares · 0.1% of their software$5.4M−$1.0M
- SnowflakeSNOW36,234 shares · 0.1% of their software$5.3M−$1.7M
- HubSpotHUBS8,529 shares · 0.1% of their software · price −$1.1M$4.9M−$4.1M
- WixWIX27,193 shares · 0.1% of their software · price −$1.4M$4.4MNew · +$5.8M
- Paychex, Inc.PAYX26,409 shares · 0.1% of their software$4.1M+$3.3M
- The Trade DeskTTD60,000 shares · 0.1% of their software · price −$3.8M$3.3M−$13.9M
- SailPointSAIL165,600 shares · 0.1% of their software$3.1MNew · +$3.1M
- Lyft, Inc.LYFT59,433 shares · 0.0% of their software$705KNew · +$767K
- QualysQLYS4,893 shares · 0.0% of their software$616K−$7.7M
- PaycomPAYC1,933 shares · 0.0% of their software$422KNew · Flat
- Tyler TechnologiesTYL625 shares · 0.0% of their software$363K−$27.1M
- monday.comMNDY1,157 shares · 0.0% of their software$281KNew · Flat