Generalist · Montreal, Canada
Caisse de depot et placement du Quebec
Q2 2025 · compared with Q1 2025
- Software
- $5.6B
- Weight of 13F
- 11.9%
- Names
- 59
- Net bought
- +$174M
Filed 14 August 2025 · SEC filing.
478 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
- MicrosoftMSFT4,469,388 shares · 40.0% of their software · price +$545M$2.2B+$62.0M
- LightspeedLSPD24,286,219 shares · 5.1% of their software · price +$71.9M$284MFlat
- SalesforceCRM857,028 shares · 4.2% of their software · price +$3.7M$234M−$12.6M
- AdobeADBE598,496 shares · 4.2% of their software · price +$2.0M$232M+$10.1M
- Roper Technologies, Inc.ROP352,168 shares · 3.6% of their software · price −$8.0M$200M−$16.8M
- Uber Technologies, Inc.UBER1,898,584 shares · 3.2% of their software · price +$38.8M$177M−$14.5M
- ShopifySHOP1,352,564 shares · 2.8% of their software · price +$26.9M$156MFlat
- FortinetFTNT1,341,067 shares · 2.5% of their software · price +$12.7M$142M+$18.8M
- OracleORCL608,996 shares · 2.4% of their software · price +$48.0M$133M+$26.6M
- SS&CSSNC1,595,505 shares · 2.4% of their software · price −$1.2M$132M+$93.4M
- ZoomZM1,644,594 shares · 2.3% of their software · price +$6.9M$128M+$18.1M
- GoDaddyGDDY662,348 shares · 2.1% of their software$119M+$5.1M
- IntuitINTU138,982 shares · 2.0% of their software · price +$24.1M$109M+$20.7M
- DocuSignDOCU1,336,354 shares · 1.9% of their software · price −$4.7M$104M+$16.8M
- WorkdayWDAY352,938 shares · 1.5% of their software · price +$2.3M$84.7M−$9.4M
- VeevaVEEV289,963 shares · 1.5% of their software · price +$16.3M$83.5M+$22.3M
- Automatic Data Processing, Inc.ADP257,845 shares · 1.4% of their software · price +$740K$79.5M−$32.9M
- Manhattan AssociatesMANH386,131 shares · 1.4% of their software · price +$9.4M$76.2M+$16.8M
- ServiceNowNOW65,364 shares · 1.2% of their software · price +$15.2M$67.2M−$62.5M
- AppLovinAPP154,939 shares · 1.0% of their software · price +$13.2M$54.2M+$32.8M
- F5, Inc.FFIV171,912 shares · 0.9% of their software · price +$4.8M$50.6M+$6.6M
- DatadogDDOG372,967 shares · 0.9% of their software · price +$13.1M$50.1M+$28.7M
- CommvaultCVLT275,664 shares · 0.9% of their software · price +$4.6M$48.1M−$613K
- SynopsysSNPS91,595 shares · 0.8% of their software · price +$7.7M$47.0M+$32.3M
- VeriSign, Inc.VRSN160,098 shares · 0.8% of their software · price +$5.6M$46.2M+$19.4M
- DescartesDSGX453,121 shares · 0.8% of their software$45.9MNew · +$45.7M
- Palo Alto NetworksPANW219,060 shares · 0.8% of their software · price +$7.4M$44.8M−$12.8M
- PaycomPAYC165,346 shares · 0.7% of their software · price +$2.1M$38.3M+$35.7M
- Fair IsaacFICO19,373 shares · 0.6% of their software$35.4M−$16.7M
- VeriskVRSK109,981 shares · 0.6% of their software · price +$1.5M$34.3M−$23.1M
- ToastTOST644,507 shares · 0.5% of their software · price +$7.2M$28.5M+$10.7M
- Fiserv, Inc.FISV162,465 shares · 0.5% of their software · price −$7.9M$28.0M−$30.7M
- AppFolioAPPF109,866 shares · 0.5% of their software · price +$1.1M$25.3M−$4.6M
- BroadridgeBR85,056 shares · 0.4% of their software$20.7MNew · +$20.6M
- DropboxDBX650,684 shares · 0.3% of their software · price +$1.2M$18.6M−$48.9M
- TrimbleTRMB240,200 shares · 0.3% of their software · price +$2.5M$18.3MNew · +$15.8M
- CrowdStrikeCRWD33,160 shares · 0.3% of their software · price +$5.2M$16.9M−$508K
- TwilioTWLO131,457 shares · 0.3% of their software · price +$3.5M$16.3M−$2.7M
- DynatraceDT264,860 shares · 0.3% of their software · price +$2.1M$14.6M−$14.7M
- CadenceCDNS46,662 shares · 0.3% of their software · price +$2.5M$14.4M+$4.9M
- AutodeskADSK41,351 shares · 0.2% of their software · price +$2.0M$12.8M+$3.4M
- CloudflareNET51,672 shares · 0.2% of their software · price +$4.3M$10.1MNew · +$5.8M
- PTCPTC52,415 shares · 0.2% of their software · price +$911K$9.0MNew · +$8.1M
- FactSetFDS19,344 shares · 0.2% of their software$8.7MNew · +$8.8M
- AtlassianTEAM42,543 shares · 0.2% of their software$8.6M−$5.1M
- StoneCo Ltd.STNE433,030 shares · 0.1% of their software · price +$2.4M$6.9MNew · +$4.5M
- OktaOKTA56,415 shares · 0.1% of their software$5.6MNew · +$5.9M
- DuolingoDUOL13,064 shares · 0.1% of their software · price +$1.3M$5.4M−$2.9M
- Gen DigitalGEN172,569 shares · 0.1% of their software$5.1M−$8.7M
- AlkamiALKT154,431 shares · 0.1% of their software · price +$601K$4.7M−$1.7M
- NutanixNTNX51,391 shares · 0.1% of their software$3.9M−$5.0M
- The Trade DeskTTD52,981 shares · 0.1% of their software · price +$915K$3.8MFlat
- WaystarWAY86,827 shares · 0.1% of their software$3.5M−$2.1M
- SailPointSAIL137,120 shares · 0.1% of their software · price +$564K$3.1M−$534K
- Tyler TechnologiesTYL5,159 shares · 0.1% of their software$3.1M+$2.6M
- HubSpotHUBS4,818 shares · 0.0% of their software$2.7M−$2.1M
- QualysQLYS9,942 shares · 0.0% of their software$1.4M+$636K
- Paychex, Inc.PAYX2,571 shares · 0.0% of their software$374K−$3.7M
- VTEXVTEX10,420 shares · 0.0% of their software$69KNew · Flat