Generalist · Toronto, Canada
Td Asset Management
Q1 2023 · compared with Q4 2022
Filed as Td Asset Management INC
- Software
- $7.7B
- Weight of 13F
- 9.3%
- Names
- 91
- Net bought
- −$609M
Filed 10 May 2023 · SEC filing.
1,422 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
- MicrosoftMSFT13,564,741 shares · 50.9% of their software · price +$658M$3.9B−$115M
- ServiceNowNOW883,514 shares · 5.3% of their software · price +$67.5M$411M−$102M
- ShopifySHOP6,609,237 shares · 4.1% of their software · price +$87.4M$317M+$3.9M
- SynopsysSNPS670,779 shares · 3.4% of their software · price +$44.9M$259M−$24.7M
- IntuitINTU578,269 shares · 3.4% of their software · price +$32.7M$258M−$55.1M
- Roper Technologies, Inc.ROP397,846 shares · 2.3% of their software · price +$3.4M$175M−$9.6M
- FortinetFTNT2,365,451 shares · 2.0% of their software · price +$41.6M$157M−$4.4M
- VeevaVEEV720,453 shares · 1.7% of their software · price +$16.1M$132M+$5.7M
- AtlassianTEAM734,217 shares · 1.6% of their software · price +$31.2M$126M−$64.9M
- SalesforceCRM598,507 shares · 1.6% of their software · price +$40.2M$120MFlat
- AdobeADBE309,029 shares · 1.5% of their software · price +$15.1M$119M+$5.5M
- MongoDBMDB443,691 shares · 1.3% of their software · price +$16.1M$103M−$52.1M
- Automatic Data Processing, Inc.ADP441,208 shares · 1.3% of their software · price −$7.2M$98.2M+$1.7M
- CadenceCDNS461,489 shares · 1.3% of their software · price +$22.8M$97.0M+$15.0M
- The Trade DeskTTD1,349,243 shares · 1.1% of their software · price +$21.7M$82.2M−$3.0M
- Paychex, Inc.PAYX576,945 shares · 0.9% of their software · price −$560K$66.1M−$832K
- OracleORCL664,165 shares · 0.8% of their software · price +$7.4M$61.7MFlat
- VeriskVRSK319,546 shares · 0.8% of their software · price +$4.9M$61.3M+$3.1M
- CrowdStrikeCRWD442,641 shares · 0.8% of their software · price +$14.2M$60.8M−$36.8M
- Fiserv, Inc.FISV520,408 shares · 0.8% of their software · price +$6.2M$58.8M+$21.9M
- BILLBILL707,482 shares · 0.7% of their software · price −$19.7M$57.4M−$15.7M
- OpenTextOTEX1,456,533 shares · 0.7% of their software · price +$13.0M$56.1M−$8.4M
- PaylocityPCTY253,508 shares · 0.7% of their software · price +$1.1M$50.4M−$12.7M
- NICENICE219,269 shares · 0.7% of their software · price +$8.0M$50.2M−$2.2M
- NetApp, Inc.NTAP775,300 shares · 0.6% of their software · price +$2.9M$49.5M+$13.5M
- CoStarCSGP696,042 shares · 0.6% of their software · price −$5.9M$47.9M−$2.1M
- Fair IsaacFICO64,542 shares · 0.6% of their software · price +$6.7M$45.4M−$2.4M
- DescartesDSGX517,020 shares · 0.5% of their software · price +$5.7M$41.7M+$1.8M
- PTCPTC319,393 shares · 0.5% of their software · price +$2.6M$41.0M+$3.1M
- HubSpotHUBS92,552 shares · 0.5% of their software · price +$12.9M$39.7M−$51.0M
- VeriSign, Inc.VRSN172,800 shares · 0.5% of their software · price +$1.0M$36.5M+$1.6M
- WorkdayWDAY163,110 shares · 0.4% of their software · price +$6.4M$33.7M+$16.8M
- SnowflakeSNOW215,165 shares · 0.4% of their software · price +$2.3M$33.2M−$31.1M
- BroadridgeBR204,046 shares · 0.4% of their software · price +$2.5M$29.9M−$95.4M
- AutodeskADSK140,006 shares · 0.4% of their software · price +$3.0M$29.1MFlat
- Manhattan AssociatesMANH187,724 shares · 0.4% of their software · price +$6.3M$29.1M+$2.2M
- Block, Inc.XYZ417,528 shares · 0.4% of their software · price +$2.4M$28.7M−$20.4M
- Uber Technologies, Inc.UBER876,093 shares · 0.4% of their software · price +$6.1M$27.8M+$15.9M
- Palo Alto NetworksPANW126,664 shares · 0.3% of their software · price +$7.6M$25.3M+$1.0M
- PaycomPAYC79,103 shares · 0.3% of their software$24.0M−$19.6M
- DatadogDDOG310,958 shares · 0.3% of their software$22.6MFlat
- CCC Intelligent Solutions Holdings Inc.CCC2,110,970 shares · 0.2% of their software · price +$570K$18.9M−$818K
- Tyler TechnologiesTYL40,931 shares · 0.2% of their software · price +$1.3M$14.5M−$5.4M
- Gen DigitalGEN840,272 shares · 0.2% of their software · price −$3.6M$14.4M+$2.0M
- DoximityDOCS443,111 shares · 0.2% of their software · price −$523K$14.3MFlat
- Amdocs LimitedDOX135,511 shares · 0.2% of their software · price +$695K$13.0MFlat
- Calix, Inc.CALX221,603 shares · 0.2% of their software · price −$3.3M$11.9MNew · +$15.2M
- FactSetFDS25,231 shares · 0.1% of their software$10.5MFlat
- Clear Secure, Inc.YOU375,314 shares · 0.1% of their software$9.8M−$689K
- LightspeedLSPD439,087 shares · 0.1% of their software$6.7MFlat
- BlackBerry LimitedBB1,418,615 shares · 0.1% of their software · price +$1.8M$6.5MFlat
- TrimbleTRMB123,244 shares · 0.1% of their software$6.5M+$1.3M
- SS&CSSNC96,155 shares · 0.1% of their software$5.4M−$679K
- AkamaiAKAM60,221 shares · 0.1% of their software$4.7MFlat
- DoubleVerifyDV143,286 shares · 0.1% of their software · price +$1.2M$4.3MFlat
- DuolingoDUOL27,452 shares · 0.1% of their software · price +$2.0M$3.9MFlat
- ZoomZM52,393 shares · 0.1% of their software$3.9MFlat
- WorkivaWK37,500 shares · 0.0% of their software · price +$692K$3.8MFlat
- Five9FIVN51,204 shares · 0.0% of their software$3.7MFlat
- SAPSAP26,811 shares · 0.0% of their software · price +$626K$3.4MFlat
- Check PointCHKP25,967 shares · 0.0% of their software$3.4MFlat
- PAR Technology CorporationPAR96,724 shares · 0.0% of their software · price +$763K$3.3M+$824K
- CloudflareNET51,262 shares · 0.0% of their software · price +$843K$3.2MFlat
- PalantirPLTR336,572 shares · 0.0% of their software · price +$683K$2.8MFlat
- F5, Inc.FFIV18,237 shares · 0.0% of their software$2.7MFlat
- CertaraCERT109,439 shares · 0.0% of their software · price +$880K$2.6M+$784K
- ZscalerZS22,198 shares · 0.0% of their software$2.6MFlat
- Payoneer Global Inc.PAYO400,566 shares · 0.0% of their software$2.5MFlat
- BlackLineBL36,150 shares · 0.0% of their software$2.4MFlat
- Agilysys, Inc.AGYS29,064 shares · 0.0% of their software$2.4MFlat
- ToastTOST133,576 shares · 0.0% of their software$2.4M−$4.5M
- TwilioTWLO35,357 shares · 0.0% of their software · price +$625K$2.4MFlat
- GoDaddyGDDY29,525 shares · 0.0% of their software$2.3MFlat
- AmplitudeAMPL127,438 shares · 0.0% of their software$1.6M+$776K
- OktaOKTA17,673 shares · 0.0% of their software$1.5MFlat
- WixWIX14,641 shares · 0.0% of their software$1.5MFlat
- EVERTEC, Inc.EVTC42,974 shares · 0.0% of their software$1.5MFlat
- DocuSignDOCU24,487 shares · 0.0% of their software$1.4MFlat
- ZoomInfoZI54,357 shares · 0.0% of their software$1.3MFlat
- UnityU32,304 shares · 0.0% of their software$1.0MFlat
- SchrödingerSDGR32,200 shares · 0.0% of their software$848KNew · +$602K
- Grab Holdings LimitedGRAB265,720 shares · 0.0% of their software$800KFlat
- Donnelley Financial Solutions, Inc.DFIN19,500 shares · 0.0% of their software$797KFlat
- DropboxDBX33,625 shares · 0.0% of their software$727KFlat
- DoceboDCBO15,051 shares · 0.0% of their software$612KFlat
- DynatraceDT13,579 shares · 0.0% of their software$574KFlat
- Bentley SystemsBSY12,000 shares · 0.0% of their software$516KFlat
- nCinoNCNO13,410 shares · 0.0% of their software$332KFlat
- ePlus inc.PLUS6,500 shares · 0.0% of their software$319KFlat
- SPS CommerceSPSC1,500 shares · 0.0% of their software$228KNew · Flat
- Digital TurbineAPPS15,400 shares · 0.0% of their software$190KNew · Flat