Generalist · Montreal, Canada
Caisse de depot et placement du Quebec
Q1 2026 · compared with Q4 2025
- Software
- $4.0B
- Weight of 13F
- 6.4%
- Names
- 59
- Net bought
- −$445M
684 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
- MicrosoftMSFT4,974,037 shares · 46.0% of their software · price −$564M$1.8B−$70.4M
- LightspeedLSPD24,286,219 shares · 5.4% of their software · price −$75.8M$216MFlat
- AdobeADBE734,181 shares · 4.5% of their software · price −$78.5M$178M−$26.0M
- SalesforceCRM919,672 shares · 4.3% of their software · price −$72.0M$172M−$76.3M
- ShopifySHOP1,392,886 shares · 4.1% of their software · price −$59.0M$165M−$3.0M
- Uber Technologies, Inc.UBER2,188,826 shares · 3.9% of their software · price −$21.4M$157M−$88.1M
- ZoomZM1,948,263 shares · 3.9% of their software · price −$11.5M$157M+$6.3M
- Roper Technologies, Inc.ROP327,565 shares · 2.9% of their software · price −$29.9M$116M+$51.2M
- VeriSign, Inc.VRSN403,989 shares · 2.5% of their software · price +$2.2M$100M+$9.0M
- CadenceCDNS334,452 shares · 2.3% of their software · price −$11.6M$92.9M+$38.7M
- IntuitINTU184,994 shares · 2.0% of their software · price −$42.6M$80.0M−$29.3M
- VeevaVEEV425,082 shares · 1.9% of their software · price −$20.2M$74.7M+$23.0M
- F5, Inc.FFIV235,783 shares · 1.7% of their software · price +$8.0M$68.2M−$4.4M
- SynopsysSNPS167,262 shares · 1.7% of their software · price −$12.3M$66.3M−$1.9M
- NetApp, Inc.NTAP532,212 shares · 1.4% of their software · price −$2.5M$54.5M+$11.4M
- AutodeskADSK204,654 shares · 1.2% of their software · price −$11.6M$49.0M−$24.6M
- Palo Alto NetworksPANW289,533 shares · 1.2% of their software · price −$6.9M$46.4M+$4.1M
- Manhattan AssociatesMANH306,303 shares · 1.0% of their software · price −$12.3M$40.8M+$8.0M
- DatadogDDOG277,281 shares · 0.8% of their software · price −$5.0M$32.7M+$2.5M
- PTCPTC192,782 shares · 0.7% of their software · price −$6.1M$27.5M−$28.7M
- ToastTOST984,913 shares · 0.7% of their software · price −$8.9M$26.1M−$1.4M
- AppFolioAPPF152,587 shares · 0.6% of their software · price −$11.4M$24.1M+$3.0M
- GoDaddyGDDY286,609 shares · 0.6% of their software · price −$11.9M$23.7M−$3.6M
- SS&CSSNC245,178 shares · 0.4% of their software · price −$4.9M$16.6MFlat
- FortinetFTNT192,761 shares · 0.4% of their software$15.8M−$25.0M
- TwilioTWLO109,511 shares · 0.3% of their software · price −$1.8M$13.8M−$7.2M
- Lyft, Inc.LYFT1,025,864 shares · 0.3% of their software · price −$6.2M$13.6M+$19.4M
- DescartesDSGX169,089 shares · 0.3% of their software · price −$2.7M$12.1M−$8.9M
- Automatic Data Processing, Inc.ADP58,572 shares · 0.3% of their software · price −$3.2M$11.9M−$12.2M
- DocuSignDOCU216,659 shares · 0.3% of their software · price −$4.5M$10.3M−$7.0M
- Rubrik, Inc.RBRK194,800 shares · 0.2% of their software · price −$5.4M$9.5M+$13.0M
- MongoDBMDB38,064 shares · 0.2% of their software · price −$6.7M$9.3MNew · +$16.0M
- AppLovinAPP23,324 shares · 0.2% of their software · price −$6.4M$9.3M−$90.5M
- DigitalOceanDOCN102,931 shares · 0.2% of their software · price +$3.9M$8.8MNew · +$5.0M
- Euronet Worldwide, Inc.EEFT119,178 shares · 0.2% of their software · price −$1.2M$7.9MNew · +$9.1M
- ServiceNowNOW64,097 shares · 0.2% of their software · price −$3.1M$6.7M−$64.6M
- HubSpotHUBS24,122 shares · 0.1% of their software · price −$3.8M$5.9M+$5.0M
- PaylocityPCTY50,561 shares · 0.1% of their software · price −$2.2M$5.5MNew · +$7.7M
- The Trade DeskTTD232,899 shares · 0.1% of their software · price −$3.6M$5.3M+$7.3M
- Five9FIVN317,303 shares · 0.1% of their software · price −$1.5M$4.8MNew · +$6.4M
- SPS CommerceSPSC58,529 shares · 0.1% of their software · price −$2.0M$3.3MNew · +$5.2M
- StoneCo Ltd.STNE182,655 shares · 0.1% of their software$2.6M−$1.1M
- QualysQLYS28,910 shares · 0.1% of their software · price −$1.3M$2.5M+$2.2M
- VeriskVRSK11,338 shares · 0.1% of their software$2.2MFlat
- BroadridgeBR13,023 shares · 0.1% of their software · price −$790K$2.1M+$1.8M
- Fair IsaacFICO1,524 shares · 0.0% of their software · price −$950K$1.6M−$6.1M
- AtlassianTEAM17,529 shares · 0.0% of their software · price −$1.6M$1.2M−$4.4M
- BlackbaudBLKB27,939 shares · 0.0% of their software · price −$690K$1.1MNew · +$1.8M
- TeradataTDC41,800 shares · 0.0% of their software$1.1MFlat
- FactSetFDS4,920 shares · 0.0% of their software$1.1MNew · +$1.4M
- FreshworksFRSH111,000 shares · 0.0% of their software$891KNew · +$1.4M
- DuolingoDUOL7,480 shares · 0.0% of their software · price −$575K$737KFlat
- WorkdayWDAY3,205 shares · 0.0% of their software$416K−$12.3M
- UnityU18,100 shares · 0.0% of their software$397KNew · +$799K
- OktaOKTA4,950 shares · 0.0% of their software$390KNew · Flat
- CommvaultCVLT4,500 shares · 0.0% of their software$351KNew · +$564K
- DynatraceDT9,200 shares · 0.0% of their software$340K−$23.0M
- MorningstarMORN1,600 shares · 0.0% of their software$270KNew · Flat
- UiPathPATH14,400 shares · 0.0% of their software$160KNew · Flat