Generalist · Toronto, Canada
Td Asset Management
Q2 2022 · compared with Q1 2022
Filed as Td Asset Management INC
- Software
- $7.9B
- Weight of 13F
- 9.1%
- Names
- 97
- Net bought
- +$5.9B
Filed 4 August 2022 · SEC filing.
1,454 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 202682 names$7.0B−$1.0B
- Q1 202678 names$7.6B−$197M
- Q4 202590 names$10.1B+$407M
- Q3 202594 names$11.2B−$488M
- Q2 202592 names$11.1B−$191M
- Q1 202590 names$9.3B−$252M
- Q4 202491 names$10.4B+$51.4M
- Q3 202499 names$9.8B−$137M
- Q2 2024101 names$9.8B−$268M
- Q1 202496 names$9.9B−$240M
- Q4 202394 names$9.4B−$244M
- Q3 202395 names$8.3B−$330M
- Q2 202395 names$9.1B+$45.4M
- Q1 202391 names$7.7B−$609M
- Q4 202289 names$7.1B−$79.1M
- Q3 202296 names$7.2B−$139M
- Q2 202297 names$7.9B+$5.9B
- Q1 2022101 names$10.1B−$90.1M
- Q4 2021100 names$12.2B+$3.4B
- Q3 202196 names$8.1B+$114M
- Q2 202192 names$8.2B+$1.3B
- Q1 202184 names$6.3B+$242M
- Q4 202084 names$6.0B+$150M
- Q3 202075 names$5.4B−$21.2M
- Q2 202069 names$5.0B−$551K
- Q1 202063 names$3.7B+$224M
- Q4 201962 names$3.7B+$12.4M
- Q3 201954 names$3.3B+$97.3M
- Q2 201950 names$3.2B+$6.9M
- Q1 201951 names$3.0B+$49.3M
- Q4 201852 names$2.4B+$78.4M
- Q3 201852 names$2.7B−$27.7M
- Q2 201853 names$2.4B−$151M
- Q1 201847 names$2.4B−$66.8M
- Q4 201742 names$2.4B−$75.7M
- Q3 201742 names$2.2B−$32.7M
- Q2 201744 names$2.2B−$27.7M
- Q1 201746 names$2.1B+$247M
- Q4 201644 names$1.8B−$80.7M
- Q3 201643 names$1.8B−$20.1M
- Q2 201643 names$1.8B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT14,531,657 shares · 47.5% of their software · price −$748M$3.7BFlat
- ServiceNowNOW1,220,276 shares · 7.4% of their software · price −$99.3M$580MFlat
- IntuitINTU759,102 shares · 3.7% of their software · price −$72.4M$293M−$14.4M
- SynopsysSNPS895,330 shares · 3.5% of their software · price −$26.5M$272M+$25.6M
- ShopifySHOP7,997,620 shares · 3.2% of their software · price −$5.2B$250M+$4.8B
- FortinetFTNT4,013,684 shares · 2.9% of their software · price −$1.1B$227M+$1.1B
- SalesforceCRM1,144,145 shares · 2.4% of their software · price −$54.1M$189M+$85.3M
- MongoDBMDB669,986 shares · 2.2% of their software · price −$123M$174M+$21.6M
- VeevaVEEV711,687 shares · 1.8% of their software · price −$10.3M$141M+$3.8M
- Roper Technologies, Inc.ROP336,857 shares · 1.7% of their software · price −$26.1M$133M−$2.0M
- BILLBILL1,083,569 shares · 1.5% of their software · price −$127M$119MFlat
- HubSpotHUBS390,052 shares · 1.5% of their software · price −$68.0M$117M−$21.8M
- SnowflakeSNOW735,637 shares · 1.3% of their software · price −$66.3M$102M+$22.5M
- AdobeADBE276,408 shares · 1.3% of their software · price −$24.8M$101M−$3.0M
- Automatic Data Processing, Inc.ADP442,596 shares · 1.2% of their software · price −$7.7M$93.0M−$6.5M
- CrowdStrikeCRWD519,524 shares · 1.1% of their software · price −$30.4M$87.6M+$20.1M
- OpenTextOTEX2,079,148 shares · 1.0% of their software · price −$9.5M$78.5M−$14.0M
- Paychex, Inc.PAYX571,444 shares · 0.8% of their software · price −$12.9M$65.1M−$2.6M
- OracleORCL896,191 shares · 0.8% of their software · price −$11.5M$62.6M−$8.6M
- PaylocityPCTY350,168 shares · 0.8% of their software · price −$11.0M$61.1M+$15.1M
- VeriskVRSK307,740 shares · 0.7% of their software · price −$12.8M$53.3M+$4.4M
- NICENICE271,631 shares · 0.7% of their software · price −$7.2M$52.3M−$8.2M
- The Trade DeskTTD1,203,703 shares · 0.6% of their software · price −$32.9M$50.4M+$28.9M
- CadenceCDNS335,308 shares · 0.6% of their software · price −$4.8M$50.3M+$3.9M
- PaycomPAYC177,427 shares · 0.6% of their software · price −$11.8M$49.7MFlat
- Block, Inc.XYZ794,028 shares · 0.6% of their software · price −$58.9M$48.8M−$3.4M
- CoStarCSGP714,934 shares · 0.5% of their software · price −$4.4M$43.2M−$1.4M
- OktaOKTA459,466 shares · 0.5% of their software · price −$27.8M$41.5M−$71.0M
- DatadogDDOG430,750 shares · 0.5% of their software · price −$24.2M$41.0MFlat
- ZoomZM361,960 shares · 0.5% of their software · price −$3.4M$39.1M−$11.9M
- Five9FIVN425,092 shares · 0.5% of their software · price −$8.2M$38.7M+$2.1M
- PTCPTC295,421 shares · 0.4% of their software$31.4M−$2.1M
- DescartesDSGX493,445 shares · 0.4% of their software · price −$5.5M$30.6MFlat
- VeriSign, Inc.VRSN177,202 shares · 0.4% of their software · price −$9.8M$29.7M−$5.3M
- Fiserv, Inc.FISV279,076 shares · 0.3% of their software · price −$3.5M$24.8M−$554K
- AutodeskADSK134,037 shares · 0.3% of their software · price −$5.7M$23.0M+$8.2M
- CCC Intelligent Solutions Holdings Inc.CCC2,186,570 shares · 0.3% of their software · price −$4.0M$20.1M+$9.3M
- NetApp, Inc.NTAP307,999 shares · 0.3% of their software · price −$5.5M$20.1M+$10.9M
- BroadridgeBR137,468 shares · 0.2% of their software · price −$1.8M$19.6MFlat
- Amdocs LimitedDOX220,568 shares · 0.2% of their software$18.4M−$1.8M
- Manhattan AssociatesMANH147,627 shares · 0.2% of their software · price −$3.6M$16.9M+$502K
- FactSetFDS43,191 shares · 0.2% of their software · price −$2.1M$16.6M+$5.3M
- DoximityDOCS465,302 shares · 0.2% of their software · price −$8.0M$16.2MFlat
- DocuSignDOCU276,635 shares · 0.2% of their software · price −$13.8M$15.9M−$40.6M
- Fair IsaacFICO36,676 shares · 0.2% of their software · price −$2.4M$14.7M+$16.3M
- Gen DigitalGEN655,748 shares · 0.2% of their software · price −$3.0M$14.4M+$523K
- Palo Alto NetworksPANW25,905 shares · 0.2% of their software · price −$3.3M$12.8M−$617K
- TwilioTWLO128,676 shares · 0.1% of their software · price −$10.4M$10.8M−$41.7M
- WorkdayWDAY61,198 shares · 0.1% of their software · price −$6.1M$8.5M+$1.3M
- QualysQLYS66,733 shares · 0.1% of their software · price −$1.1M$8.4M−$3.4M
- SentinelOneS355,130 shares · 0.1% of their software · price −$5.5M$8.3M+$3.8M
- Tyler TechnologiesTYL24,455 shares · 0.1% of their software · price −$2.7M$8.1M+$5.0M
- LightspeedLSPD364,261 shares · 0.1% of their software · price −$3.0M$8.1M−$4.5M
- BlackBerry LimitedBB1,430,318 shares · 0.1% of their software · price −$3.0M$7.7M−$570K
- SS&CSSNC124,064 shares · 0.1% of their software · price −$2.1M$7.2MFlat
- nCinoNCNO213,090 shares · 0.1% of their software · price −$2.1M$6.6M+$729K
- TrimbleTRMB100,250 shares · 0.1% of their software · price −$1.4M$5.8MFlat
- AkamaiAKAM60,912 shares · 0.1% of their software · price −$1.7M$5.6MFlat
- Clear Secure, Inc.YOU273,572 shares · 0.1% of their software · price −$1.9M$5.5M+$1.4M
- ToastTOST422,456 shares · 0.1% of their software · price −$3.7M$5.5M−$3.4M
- Uber Technologies, Inc.UBER238,918 shares · 0.1% of their software · price −$3.6M$4.9M+$610K
- ZscalerZS26,619 shares · 0.1% of their software · price −$2.4M$4.0M+$769K
- Check PointCHKP28,881 shares · 0.0% of their software$3.5MFlat
- PalantirPLTR353,745 shares · 0.0% of their software · price −$1.6M$3.2MFlat
- F5, Inc.FFIV18,559 shares · 0.0% of their software · price −$1.0M$2.8MFlat
- PAR Technology CorporationPAR68,804 shares · 0.0% of their software$2.6MFlat
- BrazeBRZE69,680 shares · 0.0% of their software$2.5MFlat
- WorkivaWK36,566 shares · 0.0% of their software · price −$1.9M$2.4M+$1.1M
- DuolingoDUOL27,350 shares · 0.0% of their software$2.4MNew · +$2.6M
- DoubleVerifyDV98,762 shares · 0.0% of their software$2.2M+$799K
- CloudflareNET50,842 shares · 0.0% of their software · price −$3.9M$2.2MFlat
- SAPSAP23,640 shares · 0.0% of their software$2.1MFlat
- ZoomInfoZI61,289 shares · 0.0% of their software$2.0M—
- CertaraCERT80,358 shares · 0.0% of their software$1.7MFlat
- UnityU45,006 shares · 0.0% of their software · price −$2.8M$1.7M+$1.6M
- GoDaddyGDDY19,777 shares · 0.0% of their software$1.4MFlat
- BlackLineBL20,326 shares · 0.0% of their software$1.4M+$1.1M
- GuidewireGWRE17,888 shares · 0.0% of their software$1.3MFlat
- WixWIX15,863 shares · 0.0% of their software · price −$617K$1.0MFlat
- Payoneer Global Inc.PAYO246,668 shares · 0.0% of their software$967KFlat
- AmplitudeAMPL55,638 shares · 0.0% of their software$795KFlat
- PhreesiaPHR29,157 shares · 0.0% of their software$729K−$1.9M
- Definitive HealthcareDH29,740 shares · 0.0% of their software$682KFlat
- Repay Holdings CorporationRPAY49,776 shares · 0.0% of their software$640KFlat
- Grab Holdings LimitedGRAB237,800 shares · 0.0% of their software$602KFlat
- RingCentralRNG10,145 shares · 0.0% of their software · price −$659K$530K−$779K
- DynatraceDT12,979 shares · 0.0% of their software$512KFlat
- EVERTEC, Inc.EVTC13,678 shares · 0.0% of their software$504KFlat
- AppLovinAPP13,808 shares · 0.0% of their software$476KSplit
- DoceboDCBO15,782 shares · 0.0% of their software$452K−$1.2M
- Bentley SystemsBSY12,893 shares · 0.0% of their software$429KFlat
- DropboxDBX19,408 shares · 0.0% of their software$407KFlat
- Shift4 Payments, Inc.FOUR11,724 shares · 0.0% of their software$388K−$1.4M
- Clearwater AnalyticsCWAN31,460 shares · 0.0% of their software$379K—
- UiPathPATH18,389 shares · 0.0% of their software$334K−$23.0M
- Lyft, Inc.LYFT19,286 shares · 0.0% of their software$256K−$760K
- ePlus inc.PLUS4,700 shares · 0.0% of their software$250KFlat