Generalist · Toronto, Canada
Td Asset Management
Q4 2024 · compared with Q3 2024
Filed as Td Asset Management INC
- Software
- $10.4B
- Weight of 13F
- 9.2%
- Names
- 91
- Net bought
- +$51.4M
Filed 11 February 2025 · SEC filing.
1,241 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
- MicrosoftMSFT9,461,884 shares · 38.4% of their software · price −$83.3M$4.0B−$60.4M
- ShopifySHOP9,044,000 shares · 9.3% of their software · price +$237M$962MFlat
- VeriskVRSK1,467,042 shares · 3.9% of their software · price +$11.0M$404MFlat
- SAPSAP1,602,548 shares · 3.8% of their software · price +$27.4M$395M+$204M
- ServiceNowNOW297,404 shares · 3.0% of their software · price +$49.3M$315M+$5.4M
- Paychex, Inc.PAYX1,974,289 shares · 2.7% of their software · price +$11.9M$277M−$20.1M
- SalesforceCRM822,377 shares · 2.7% of their software · price +$49.9M$275M+$19.9M
- Automatic Data Processing, Inc.ADP790,471 shares · 2.2% of their software · price +$12.6M$231M−$10.9M
- AdobeADBE514,552 shares · 2.2% of their software · price −$37.6M$229M−$8.6M
- NetApp, Inc.NTAP1,770,226 shares · 2.0% of their software · price −$13.2M$205M−$11.8M
- The Trade DeskTTD1,581,303 shares · 1.8% of their software · price +$12.5M$186M−$6.7M
- OracleORCL835,999 shares · 1.3% of their software · price −$3.1M$139M+$2.8M
- VeriSign, Inc.VRSN669,954 shares · 1.3% of their software · price +$11.4M$139M−$14.5M
- Fair IsaacFICO66,156 shares · 1.3% of their software · price +$3.1M$132M+$3.4M
- CadenceCDNS368,347 shares · 1.1% of their software · price +$10.8M$111M+$1.2M
- FortinetFTNT1,117,638 shares · 1.0% of their software · price +$18.9M$106M+$1.3M
- DescartesDSGX899,762 shares · 1.0% of their software · price +$9.6M$102M+$2.9M
- AutodeskADSK345,182 shares · 1.0% of their software · price +$6.9M$102M−$8.1M
- Manhattan AssociatesMANH367,066 shares · 1.0% of their software · price −$4.1M$99.2M−$33.4M
- Uber Technologies, Inc.UBER1,633,786 shares · 0.9% of their software · price −$24.2M$98.5M−$20.9M
- VeevaVEEV452,553 shares · 0.9% of their software$95.1M+$5.7M
- PTCPTC512,513 shares · 0.9% of their software · price +$1.6M$94.2M+$4.7M
- IntuitINTU149,863 shares · 0.9% of their software · price +$1.1M$94.2M−$108M
- Tyler TechnologiesTYL161,007 shares · 0.9% of their software · price −$1.1M$92.8MFlat
- AppLovinAPP260,206 shares · 0.8% of their software · price +$50.3M$84.3M+$12.3M
- AtlassianTEAM317,143 shares · 0.7% of their software · price +$26.8M$77.2M−$3.8M
- Roper Technologies, Inc.ROP145,406 shares · 0.7% of their software · price −$5.3M$75.6M−$3.9M
- PalantirPLTR990,050 shares · 0.7% of their software · price +$38.0M$74.9M+$4.4M
- Palo Alto NetworksPANW365,974 shares · 0.6% of their software · price −$58.5M$66.6M+$65.4M
- SynopsysSNPS124,285 shares · 0.6% of their software · price −$2.6M$60.3M−$1.2M
- PaylocityPCTY300,498 shares · 0.6% of their software · price +$10.4M$59.9M+$1.4M
- Corpay, Inc.CPAY174,101 shares · 0.6% of their software · price +$4.5M$58.9M+$1.3M
- Fiserv, Inc.FISV277,968 shares · 0.6% of their software · price +$7.2M$57.1MFlat
- BroadridgeBR245,367 shares · 0.5% of their software · price +$2.7M$55.5M−$2.4M
- GoDaddyGDDY268,137 shares · 0.5% of their software · price +$10.9M$52.9M+$3.2M
- CCC Intelligent Solutions Holdings Inc.CCC4,444,112 shares · 0.5% of their software · price +$3.0M$52.1M+$1.9M
- WorkdayWDAY200,619 shares · 0.5% of their software · price +$2.7M$51.8MFlat
- CoStarCSGP697,440 shares · 0.5% of their software · price −$2.7M$49.9M+$8.0M
- Calix, Inc.CALX1,393,158 shares · 0.5% of their software · price −$5.5M$48.6M−$7.0M
- ZoomZM568,896 shares · 0.4% of their software · price +$6.8M$46.4M+$7.0M
- CrowdStrikeCRWD129,775 shares · 0.4% of their software · price +$8.0M$44.4M−$5.0M
- OpenTextOTEX1,515,706 shares · 0.4% of their software · price −$7.5M$42.9M+$896K
- ToastTOST1,120,941 shares · 0.4% of their software · price +$9.1M$40.9M+$2.7M
- HubSpotHUBS54,946 shares · 0.4% of their software · price +$9.1M$38.3M+$6.4M
- DuolingoDUOL95,382 shares · 0.3% of their software · price +$4.0M$30.9M+$7.9M
- SamsaraIOT613,491 shares · 0.3% of their software · price −$2.7M$26.8M−$1.4M
- Gen DigitalGEN956,967 shares · 0.3% of their software$26.2M−$1.1M
- DatadogDDOG176,397 shares · 0.2% of their software · price +$4.9M$25.2MFlat
- Block, Inc.XYZ277,274 shares · 0.2% of their software · price +$5.0M$23.6M+$9.0M
- ZscalerZS105,574 shares · 0.2% of their software · price +$1,000K$19.0M−$1.6M
- Strategy IncMSTR57,578 shares · 0.2% of their software · price +$7.0M$16.7M+$5.2M
- MongoDBMDB59,633 shares · 0.1% of their software · price −$2.2M$13.9M−$14.1M
- Amdocs LimitedDOX154,849 shares · 0.1% of their software$13.2MFlat
- SnowflakeSNOW81,082 shares · 0.1% of their software · price +$3.2M$12.5M+$593K
- monday.comMNDY48,825 shares · 0.1% of their software · price −$2.1M$11.5M−$2.1M
- FactSetFDS22,758 shares · 0.1% of their software$10.9MFlat
- LightspeedLSPD617,407 shares · 0.1% of their software · price −$778K$9.4M+$3.9M
- BrazeBRZE209,538 shares · 0.1% of their software · price +$2.0M$8.8M+$5.1M
- CloudflareNET78,576 shares · 0.1% of their software · price +$2.1M$8.5MFlat
- TrimbleTRMB110,012 shares · 0.1% of their software · price +$943K$7.8MFlat
- DoceboDCBO160,574 shares · 0.1% of their software$7.2M+$3.1M
- Check PointCHKP35,629 shares · 0.1% of their software$6.7M−$642K
- PAR Technology CorporationPAR91,056 shares · 0.1% of their software · price +$1.9M$6.6M−$2.6M
- AkamaiAKAM68,228 shares · 0.1% of their software$6.5MFlat
- BlackBerry LimitedBB1,649,328 shares · 0.1% of their software · price +$1.9M$6.3MFlat
- WorkivaWK51,086 shares · 0.1% of their software · price +$1.6M$5.6M+$537K
- Intapp, Inc.INTA75,058 shares · 0.0% of their software · price +$1.2M$4.8MFlat
- SS&CSSNC62,178 shares · 0.0% of their software$4.7MFlat
- ServiceTitanTTAN41,156 shares · 0.0% of their software$4.2MNew · +$4.2M
- F5, Inc.FFIV16,669 shares · 0.0% of their software · price +$521K$4.2MFlat
- WixWIX18,922 shares · 0.0% of their software · price +$897K$4.1MFlat
- TwilioTWLO29,257 shares · 0.0% of their software · price +$1.3M$3.2M+$933K
- AmplitudeAMPL283,286 shares · 0.0% of their software$3.0MFlat
- PaycomPAYC14,452 shares · 0.0% of their software · price +$555K$3.0MFlat
- Global-EGLBE52,700 shares · 0.0% of their software · price +$848K$2.9M+$675K
- Grab Holdings LimitedGRAB603,498 shares · 0.0% of their software · price +$555K$2.8MFlat
- NutanixNTNX43,565 shares · 0.0% of their software$2.7M+$1.4M
- CommvaultCVLT17,300 shares · 0.0% of their software$2.6MFlat
- GuidewireGWRE13,672 shares · 0.0% of their software$2.3M+$1.0M
- DoximityDOCS41,800 shares · 0.0% of their software$2.2MFlat
- VertexVERX39,174 shares · 0.0% of their software · price +$581K$2.1MFlat
- DocuSignDOCU19,190 shares · 0.0% of their software · price +$534K$1.7MFlat
- nCinoNCNO48,392 shares · 0.0% of their software$1.6MNew · +$1.5M
- JFrogFROG51,200 shares · 0.0% of their software$1.5MFlat
- ProgressPRGS22,100 shares · 0.0% of their software$1.4MFlat
- DynatraceDT25,522 shares · 0.0% of their software$1.4MFlat
- VaronisVRNS30,200 shares · 0.0% of their software$1.3MFlat
- OktaOKTA15,996 shares · 0.0% of their software$1.3M−$1.7M
- DropboxDBX28,100 shares · 0.0% of their software$844KNew · +$715K
- Bentley SystemsBSY13,774 shares · 0.0% of their software$643KFlat
- Cellebrite DI Ltd.CLBT10,529 shares · 0.0% of their software$232KFlat