Generalist · Toronto, Canada
Td Asset Management
Q1 2025 · compared with Q4 2024
Filed as Td Asset Management INC
- Software
- $9.3B
- Weight of 13F
- 8.6%
- Names
- 90
- Net bought
- −$252M
Filed 7 May 2025 · SEC filing.
1,214 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
- MicrosoftMSFT9,217,665 shares · 37.1% of their software · price −$425M$3.5B−$103M
- ShopifySHOP8,809,783 shares · 9.0% of their software · price −$95.6M$838M−$24.9M
- VeriskVRSK1,537,613 shares · 4.9% of their software · price +$34.1M$458M+$19.4M
- SAPSAP1,662,809 shares · 4.8% of their software · price +$37.0M$446M+$14.8M
- Paychex, Inc.PAYX1,934,337 shares · 3.2% of their software · price +$27.2M$298M−$5.6M
- Automatic Data Processing, Inc.ADP807,580 shares · 2.6% of their software · price +$10.3M$247M+$5.0M
- AdobeADBE576,469 shares · 2.4% of their software · price −$35.3M$221M+$27.5M
- SalesforceCRM772,814 shares · 2.2% of their software · price −$51.0M$207M−$16.6M
- ServiceNowNOW242,097 shares · 2.1% of their software · price −$63.9M$193M−$58.6M
- VeriSign, Inc.VRSN649,175 shares · 1.8% of their software · price +$30.5M$165M−$4.3M
- NetApp, Inc.NTAP1,776,745 shares · 1.7% of their software · price −$50.2M$156MFlat
- OracleORCL897,876 shares · 1.3% of their software · price −$24.1M$126M+$10.3M
- Fair IsaacFICO68,048 shares · 1.3% of their software · price −$10.0M$125M+$3.8M
- VeevaVEEV500,646 shares · 1.2% of their software · price +$10.7M$116M+$10.1M
- Uber Technologies, Inc.UBER1,505,913 shares · 1.2% of their software · price +$18.9M$110M−$7.7M
- FortinetFTNT1,009,069 shares · 1.0% of their software · price +$1.8M$97.1M−$10.3M
- Tyler TechnologiesTYL166,110 shares · 1.0% of their software · price +$789K$96.6M+$2.9M
- Fiserv, Inc.FISV436,238 shares · 1.0% of their software · price +$6.7M$96.3M+$32.5M
- DescartesDSGX913,866 shares · 1.0% of their software · price −$11.7M$92.0M+$1.6M
- CadenceCDNS358,482 shares · 1.0% of their software · price −$16.5M$91.2M−$3.0M
- Roper Technologies, Inc.ROP148,743 shares · 0.9% of their software · price +$10.4M$87.7M+$1.7M
- PalantirPLTR1,034,596 shares · 0.9% of their software · price +$9.1M$87.3M+$3.4M
- IntuitINTU140,688 shares · 0.9% of their software · price −$2.0M$86.4M−$5.8M
- PTCPTC542,468 shares · 0.9% of their software · price −$15.7M$84.1M+$5.5M
- Palo Alto NetworksPANW365,773 shares · 0.7% of their software · price −$4.1M$62.4MFlat
- Manhattan AssociatesMANH353,306 shares · 0.7% of their software · price −$34.3M$61.1M−$3.7M
- SynopsysSNPS141,401 shares · 0.7% of their software · price −$8.0M$60.6M+$8.3M
- ZscalerZS297,500 shares · 0.6% of their software · price +$5.4M$59.0M+$34.6M
- CoStarCSGP714,581 shares · 0.6% of their software · price +$5.5M$56.6M+$1.2M
- PaylocityPCTY299,928 shares · 0.6% of their software · price −$3.6M$56.2MFlat
- BroadridgeBR231,043 shares · 0.6% of their software · price +$3.8M$56.0M−$3.2M
- CrowdStrikeCRWD156,940 shares · 0.6% of their software · price +$1.6M$55.3M+$9.3M
- Corpay, Inc.CPAY157,534 shares · 0.6% of their software · price +$1.6M$54.9M−$5.6M
- AppLovinAPP199,882 shares · 0.6% of their software · price −$11.8M$53.0M−$19.5M
- The Trade DeskTTD955,702 shares · 0.6% of their software · price −$60.0M$52.3M−$73.5M
- Calix, Inc.CALX1,313,762 shares · 0.5% of their software · price +$749K$46.6M−$2.8M
- OpenTextOTEX1,791,463 shares · 0.5% of their software · price −$5.5M$45.2M+$7.8M
- WorkdayWDAY192,689 shares · 0.5% of their software · price −$4.7M$45.0M−$2.0M
- CCC Intelligent Solutions Holdings Inc.CCC4,918,274 shares · 0.5% of their software · price −$13.3M$44.4M+$5.6M
- AtlassianTEAM206,836 shares · 0.5% of their software · price −$6.4M$43.9M−$26.8M
- ZoomZM570,316 shares · 0.5% of their software · price −$4.5M$42.1MFlat
- ToastTOST1,201,944 shares · 0.4% of their software · price −$3.9M$39.9M+$3.0M
- DuolingoDUOL107,520 shares · 0.4% of their software · price −$1.5M$33.4M+$3.9M
- HubSpotHUBS57,976 shares · 0.4% of their software · price −$7.3M$33.1M+$2.1M
- AutodeskADSK111,758 shares · 0.3% of their software · price −$3.8M$29.3M−$69.0M
- Strategy IncMSTR88,426 shares · 0.3% of their software$25.5M+$8.9M
- Gen DigitalGEN908,496 shares · 0.3% of their software · price −$763K$24.1M−$1.3M
- monday.comMNDY87,865 shares · 0.2% of their software · price +$678K$21.4M+$9.2M
- GoDaddyGDDY113,392 shares · 0.2% of their software · price −$2.0M$20.4M−$30.5M
- Block, Inc.XYZ325,878 shares · 0.2% of their software · price −$10.0M$17.7M+$4.1M
- DatadogDDOG172,273 shares · 0.2% of their software · price −$7.5M$17.1M−$589K
- BlackBerry LimitedBB4,349,647 shares · 0.2% of their software$16.4M+$10.2M
- Amdocs LimitedDOX152,221 shares · 0.1% of their software · price +$968K$13.9MFlat
- SnowflakeSNOW82,765 shares · 0.1% of their software · price −$683K$12.1MFlat
- MongoDBMDB60,052 shares · 0.1% of their software · price −$3.4M$10.5MFlat
- FactSetFDS22,732 shares · 0.1% of their software · price −$583K$10.3MFlat
- SamsaraIOT266,030 shares · 0.1% of their software · price −$1.4M$10.2M−$15.2M
- CloudflareNET81,488 shares · 0.1% of their software$9.2MFlat
- Check PointCHKP39,732 shares · 0.1% of their software · price +$1.6M$9.1M+$766K
- TrimbleTRMB112,349 shares · 0.1% of their software · price −$563K$7.4MFlat
- F5, Inc.FFIV22,261 shares · 0.1% of their software$5.9M+$1.4M
- SS&CSSNC65,872 shares · 0.1% of their software · price +$511K$5.5MFlat
- PAR Technology CorporationPAR88,932 shares · 0.1% of their software · price −$1.0M$5.5MFlat
- AkamaiAKAM56,604 shares · 0.0% of their software · price −$858K$4.6M−$1.1M
- DoceboDCBO149,326 shares · 0.0% of their software · price −$2.4M$4.3M−$504K
- ServiceTitanTTAN41,156 shares · 0.0% of their software$3.9MFlat
- SailPointSAIL194,840 shares · 0.0% of their software$3.7MNew · +$3.7M
- WorkivaWK45,974 shares · 0.0% of their software · price −$1.5M$3.5M−$560K
- WixWIX21,057 shares · 0.0% of their software · price −$1.1M$3.4MFlat
- LightspeedLSPD392,156 shares · 0.0% of their software · price −$2.5M$3.4M−$3.4M
- Grab Holdings LimitedGRAB732,730 shares · 0.0% of their software$3.3M+$610K
- NutanixNTNX45,315 shares · 0.0% of their software$3.2MFlat
- PaycomPAYC14,265 shares · 0.0% of their software$3.1MFlat
- AmplitudeAMPL299,694 shares · 0.0% of their software$3.1MFlat
- TwilioTWLO29,487 shares · 0.0% of their software$2.9MFlat
- Global-EGLBE79,837 shares · 0.0% of their software · price −$1.5M$2.8M+$1.5M
- CommvaultCVLT15,300 shares · 0.0% of their software$2.4MFlat
- GuidewireGWRE12,052 shares · 0.0% of their software$2.3MFlat
- VertexVERX61,668 shares · 0.0% of their software · price −$1.1M$2.2M+$1.2M
- Cellebrite DI Ltd.CLBT106,306 shares · 0.0% of their software$2.1M+$2.1M
- DropboxDBX75,900 shares · 0.0% of their software$2.0M+$1.4M
- nCinoNCNO69,480 shares · 0.0% of their software$1.9M+$708K
- JFrogFROG58,254 shares · 0.0% of their software$1.9MFlat
- Intapp, Inc.INTA31,854 shares · 0.0% of their software$1.9M−$2.8M
- DoximityDOCS30,110 shares · 0.0% of their software$1.7M−$624K
- OktaOKTA16,150 shares · 0.0% of their software$1.7MFlat
- DocuSignDOCU19,570 shares · 0.0% of their software$1.6MFlat
- DynatraceDT25,939 shares · 0.0% of their software$1.2MFlat
- Bentley SystemsBSY13,974 shares · 0.0% of their software$550KFlat
- Sportradar Group AGSRAD17,504 shares · 0.0% of their software$378KNew · Flat