Generalist · Toronto, Canada
Td Asset Management
Q4 2023 · compared with Q3 2023
Filed as Td Asset Management INC
- Software
- $9.4B
- Weight of 13F
- 9.3%
- Names
- 94
- Net bought
- −$244M
Filed 12 February 2024 · SEC filing.
1,385 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
- MicrosoftMSFT11,149,034 shares · 44.5% of their software · price +$672M$4.2B−$511M
- ShopifySHOP7,749,238 shares · 6.4% of their software · price +$181M$606M+$35.2M
- AdobeADBE712,490 shares · 4.5% of their software · price +$61.8M$425M+$127M
- VeriskVRSK1,342,721 shares · 3.4% of their software · price +$3.5M$321M+$99.7M
- IntuitINTU394,881 shares · 2.6% of their software · price +$45.1M$247M−$27.6M
- ServiceNowNOW333,781 shares · 2.5% of their software · price +$49.2M$236M−$211M
- SalesforceCRM789,525 shares · 2.2% of their software · price +$47.7M$208M+$39.4M
- VeevaVEEV1,044,461 shares · 2.1% of their software · price −$11.4M$201M+$45.8M
- SynopsysSNPS383,880 shares · 2.1% of their software · price +$21.5M$198M−$47.1M
- Paychex, Inc.PAYX1,386,462 shares · 1.8% of their software · price +$5.2M$165M+$88.4M
- Automatic Data Processing, Inc.ADP702,342 shares · 1.7% of their software · price −$5.3M$164M+$68.7M
- NetApp, Inc.NTAP1,698,277 shares · 1.6% of their software · price +$20.9M$150M+$72.1M
- Uber Technologies, Inc.UBER2,413,777 shares · 1.6% of their software · price +$37.6M$149M+$55.4M
- OracleORCL1,330,802 shares · 1.5% of their software · price −$652K$140M−$69.6M
- CadenceCDNS484,532 shares · 1.4% of their software · price +$18.4M$132M+$40.0M
- Manhattan AssociatesMANH549,308 shares · 1.3% of their software · price +$9.7M$118M+$76.1M
- Roper Technologies, Inc.ROP206,506 shares · 1.2% of their software · price +$12.6M$113M−$82.8M
- FortinetFTNT1,889,149 shares · 1.2% of their software$111M+$6.6M
- The Trade DeskTTD1,446,724 shares · 1.1% of their software · price −$9.0M$104M+$3.1M
- CrowdStrikeCRWD404,512 shares · 1.1% of their software · price +$35.6M$103M−$17.4M
- AutodeskADSK384,380 shares · 1.0% of their software · price +$14.1M$93.6M+$48.1M
- AtlassianTEAM332,819 shares · 0.8% of their software · price +$12.1M$79.2M−$33.9M
- PTCPTC413,271 shares · 0.8% of their software · price +$13.8M$72.3M+$2.1M
- OpenTextOTEX1,698,303 shares · 0.8% of their software · price +$11.8M$71.7M+$2.3M
- Calix, Inc.CALX1,610,885 shares · 0.7% of their software · price −$3.5M$70.4M+$61.9M
- VeriSign, Inc.VRSN330,291 shares · 0.7% of their software · price +$1.1M$68.0M+$22.7M
- DescartesDSGX772,483 shares · 0.7% of their software · price +$8.3M$65.2M+$5.4M
- Fair IsaacFICO53,043 shares · 0.7% of their software · price +$15.7M$61.7M−$2.4M
- WorkdayWDAY215,720 shares · 0.6% of their software · price +$13.2M$59.6M+$1.9M
- CoStarCSGP648,788 shares · 0.6% of their software · price +$6.8M$56.7M−$3.1M
- NICENICE266,416 shares · 0.6% of their software · price +$7.9M$53.2M+$12.3M
- Tyler TechnologiesTYL119,233 shares · 0.5% of their software · price +$3.8M$49.9M+$19.4M
- BroadridgeBR238,326 shares · 0.5% of their software · price +$6.4M$49.0MFlat
- Palo Alto NetworksPANW150,868 shares · 0.5% of their software · price +$9.1M$44.5M+$3.1M
- MongoDBMDB96,941 shares · 0.4% of their software · price +$6.1M$39.6M−$60.4M
- Fiserv, Inc.FISV294,616 shares · 0.4% of their software · price +$5.9M$39.1M−$19.5M
- PaylocityPCTY222,107 shares · 0.4% of their software · price −$3.7M$36.6M−$4.6M
- ZscalerZS137,372 shares · 0.3% of their software · price +$9.1M$30.4M−$923K
- CCC Intelligent Solutions Holdings Inc.CCC2,385,794 shares · 0.3% of their software · price −$4.7M$27.2M+$3.3M
- DatadogDDOG220,588 shares · 0.3% of their software · price +$6.7M$26.8M−$16.7M
- HubSpotHUBS42,281 shares · 0.3% of their software · price +$3.7M$24.5M−$8.3M
- GoDaddyGDDY195,824 shares · 0.2% of their software · price +$6.2M$20.8M+$12.5M
- Gen DigitalGEN845,303 shares · 0.2% of their software · price +$4.3M$19.3MFlat
- SnowflakeSNOW65,671 shares · 0.1% of their software · price +$3.0M$13.1M−$19.1M
- Amdocs LimitedDOX135,647 shares · 0.1% of their software$11.9MFlat
- Block, Inc.XYZ135,089 shares · 0.1% of their software · price +$4.5M$10.4M+$936K
- FactSetFDS21,424 shares · 0.1% of their software · price +$852K$10.2MFlat
- LightspeedLSPD361,808 shares · 0.1% of their software · price +$2.5M$7.6MFlat
- AkamaiAKAM62,068 shares · 0.1% of their software · price +$733K$7.3MFlat
- PalantirPLTR426,739 shares · 0.1% of their software$7.3M+$855K
- Clear Secure, Inc.YOU327,714 shares · 0.1% of their software · price +$528K$6.8M−$522K
- BILLBILL69,550 shares · 0.1% of their software · price −$1.9M$5.7M−$68.0M
- TrimbleTRMB103,823 shares · 0.1% of their software$5.5MFlat
- CloudflareNET65,702 shares · 0.1% of their software · price +$1.3M$5.5MFlat
- BlackBerry LimitedBB1,454,153 shares · 0.1% of their software · price −$1.7M$5.2MFlat
- PAR Technology CorporationPAR115,324 shares · 0.1% of their software · price +$577K$5.0MFlat
- DoceboDCBO94,488 shares · 0.0% of their software · price +$743K$4.6M+$3.3M
- DoubleVerifyDV123,820 shares · 0.0% of their software · price +$1.1M$4.6MFlat
- Check PointCHKP28,928 shares · 0.0% of their software · price +$564K$4.4M+$526K
- PaycomPAYC21,322 shares · 0.0% of their software · price −$1.1M$4.4MFlat
- ZoomZM60,294 shares · 0.0% of their software$4.3MFlat
- WorkivaWK35,900 shares · 0.0% of their software$3.6MFlat
- SS&CSSNC53,988 shares · 0.0% of their software$3.3MFlat
- SAPSAP20,768 shares · 0.0% of their software · price +$525K$3.2MFlat
- TwilioTWLO41,623 shares · 0.0% of their software · price +$722K$3.2MFlat
- OktaOKTA34,810 shares · 0.0% of their software$3.2M+$1.2M
- SchrödingerSDGR80,400 shares · 0.0% of their software · price +$605K$2.9M−$611K
- ProgressPRGS52,800 shares · 0.0% of their software$2.9MFlat
- F5, Inc.FFIV15,863 shares · 0.0% of their software$2.8MFlat
- Five9FIVN36,004 shares · 0.0% of their software · price +$518K$2.8M−$1.0M
- DuolingoDUOL11,822 shares · 0.0% of their software · price +$721K$2.7M−$1.4M
- EVERTEC, Inc.EVTC59,896 shares · 0.0% of their software$2.5MFlat
- ToastTOST115,148 shares · 0.0% of their software$2.1MFlat
- AmplitudeAMPL164,438 shares · 0.0% of their software$2.1MFlat
- Agilysys, Inc.AGYS23,100 shares · 0.0% of their software$2.0MFlat
- WixWIX14,913 shares · 0.0% of their software$1.8MFlat
- SPS CommerceSPSC9,200 shares · 0.0% of their software$1.8M−$768K
- Intapp, Inc.INTA45,090 shares · 0.0% of their software$1.7M+$1.3M
- UnityU39,628 shares · 0.0% of their software$1.6MFlat
- monday.comMNDY7,176 shares · 0.0% of their software$1.3MFlat
- Grab Holdings LimitedGRAB390,966 shares · 0.0% of their software$1.3MFlat
- CertaraCERT68,492 shares · 0.0% of their software$1.2MFlat
- DynatraceDT20,018 shares · 0.0% of their software$1.1MFlat
- DocuSignDOCU17,463 shares · 0.0% of their software$1.0MFlat
- Bentley SystemsBSY17,733 shares · 0.0% of their software$925KFlat
- Global-EGLBE22,926 shares · 0.0% of their software$909KFlat
- BrazeBRZE16,160 shares · 0.0% of their software$859KFlat
- InterDigital, Inc.IDCC7,300 shares · 0.0% of their software$792KFlat
- UiPathPATH30,800 shares · 0.0% of their software$765KFlat
- DropboxDBX21,634 shares · 0.0% of their software$638KFlat
- NetScout Systems, Inc.NTCT25,100 shares · 0.0% of their software$551KFlat
- ePlus inc.PLUS6,700 shares · 0.0% of their software$535KFlat
- Donnelley Financial Solutions, Inc.DFIN7,200 shares · 0.0% of their software$449KFlat
- A10 Networks, Inc.ATEN13,900 shares · 0.0% of their software$183KFlat