Generalist · Toronto, Canada
Td Asset Management
Q2 2025 · compared with Q1 2025
Filed as Td Asset Management INC
- Software
- $11.1B
- Weight of 13F
- 9.5%
- Names
- 92
- Net bought
- −$191M
Filed 28 July 2025 · SEC filing.
1,190 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
- MicrosoftMSFT9,422,253 shares · 42.2% of their software · price +$1.1B$4.7B+$76.8M
- ShopifySHOP8,409,674 shares · 8.7% of their software · price +$167M$968M−$38.2M
- SAPSAP1,496,743 shares · 4.1% of their software · price +$53.4M$455M−$44.6M
- VeriskVRSK1,340,238 shares · 3.8% of their software · price +$18.6M$417M−$58.7M
- Uber Technologies, Inc.UBER2,747,812 shares · 2.3% of their software · price +$56.2M$256M+$90.5M
- AdobeADBE630,304 shares · 2.2% of their software · price +$2.1M$244M+$20.6M
- Paychex, Inc.PAYX1,631,922 shares · 2.1% of their software · price −$14.4M$237M−$46.7M
- Automatic Data Processing, Inc.ADP753,144 shares · 2.1% of their software · price +$2.2M$232M−$16.6M
- ServiceNowNOW222,622 shares · 2.1% of their software · price +$51.6M$229M−$15.5M
- SalesforceCRM775,613 shares · 1.9% of their software · price +$3.4M$212MFlat
- OracleORCL900,109 shares · 1.8% of their software · price +$70.9M$197MFlat
- NetApp, Inc.NTAP1,819,299 shares · 1.7% of their software · price +$34.0M$194M+$3.7M
- VeriSign, Inc.VRSN594,184 shares · 1.5% of their software · price +$20.8M$172M−$14.0M
- PalantirPLTR1,045,749 shares · 1.3% of their software · price +$54.3M$143M+$941K
- FortinetFTNT1,202,124 shares · 1.1% of their software · price +$11.4M$127M+$18.6M
- AppLovinAPP355,689 shares · 1.1% of their software · price +$30.3M$125M+$41.3M
- VeevaVEEV392,174 shares · 1.0% of their software · price +$22.1M$113M−$25.1M
- IntuitINTU138,213 shares · 1.0% of their software · price +$24.0M$109M−$1.5M
- CadenceCDNS342,192 shares · 0.9% of their software · price +$18.4M$105M−$4.1M
- DescartesDSGX989,224 shares · 0.9% of their software · price +$811K$100M+$7.6M
- PTCPTC570,326 shares · 0.9% of their software · price +$9.9M$98.3M+$4.3M
- Manhattan AssociatesMANH489,427 shares · 0.9% of their software · price +$12.0M$96.6M+$23.6M
- ZscalerZS271,783 shares · 0.8% of their software · price +$31.4M$85.3M−$5.1M
- Tyler TechnologiesTYL138,876 shares · 0.7% of their software · price +$1.6M$82.3M−$15.8M
- CrowdStrikeCRWD155,877 shares · 0.7% of their software · price +$24.4M$79.4MFlat
- SynopsysSNPS146,517 shares · 0.7% of their software · price +$12.3M$75.1M+$2.2M
- Palo Alto NetworksPANW365,142 shares · 0.7% of their software · price +$12.4M$74.7MFlat
- Fair IsaacFICO34,936 shares · 0.6% of their software · price −$566K$63.9M−$61.1M
- OpenTextOTEX1,930,452 shares · 0.5% of their software · price +$7.6M$56.3M+$3.5M
- CoStarCSGP682,217 shares · 0.5% of their software · price +$798K$54.9M−$2.6M
- Roper Technologies, Inc.ROP96,308 shares · 0.5% of their software · price −$2.2M$54.6M−$30.9M
- BroadridgeBR218,643 shares · 0.5% of their software$53.1M−$3.0M
- PaylocityPCTY287,064 shares · 0.5% of their software · price −$1.8M$52.0M−$2.4M
- The Trade DeskTTD718,172 shares · 0.5% of their software · price +$12.4M$51.7M−$13.0M
- ToastTOST1,129,501 shares · 0.5% of their software · price +$12.6M$50.0M−$2.4M
- Fiserv, Inc.FISV276,007 shares · 0.4% of their software · price −$13.4M$47.6M−$35.4M
- Corpay, Inc.CPAY132,724 shares · 0.4% of their software · price −$2.2M$44.0M−$8.7M
- Strategy IncMSTR107,991 shares · 0.4% of their software · price +$12.5M$43.7M+$5.6M
- AutodeskADSK140,939 shares · 0.4% of their software · price +$6.7M$43.6M+$7.6M
- AtlassianTEAM213,723 shares · 0.4% of their software · price −$1.9M$43.4M+$1.5M
- DuolingoDUOL105,744 shares · 0.4% of their software · price +$10.5M$43.4M−$552K
- ZoomZM547,553 shares · 0.4% of their software · price +$2.3M$42.7M−$1.7M
- CCC Intelligent Solutions Holdings Inc.CCC4,431,876 shares · 0.4% of their software · price +$1.7M$41.7M−$4.4M
- GoDaddyGDDY221,056 shares · 0.4% of their software$39.8M+$19.4M
- HubSpotHUBS64,337 shares · 0.3% of their software · price −$943K$35.8M+$3.6M
- Block, Inc.XYZ404,775 shares · 0.2% of their software · price +$5.5M$27.5M+$4.3M
- WorkdayWDAY114,305 shares · 0.2% of their software · price +$740K$27.4M−$18.3M
- monday.comMNDY85,606 shares · 0.2% of their software · price +$6.1M$26.9M−$549K
- Gen DigitalGEN862,151 shares · 0.2% of their software · price +$2.5M$25.3M−$1.2M
- DatadogDDOG163,292 shares · 0.2% of their software · price +$5.7M$21.9M−$891K
- SnowflakeSNOW79,250 shares · 0.2% of their software · price +$6.2M$17.7M−$514K
- CloudflareNET76,840 shares · 0.1% of their software · price +$6.4M$15.0M−$524K
- Amdocs LimitedDOX138,157 shares · 0.1% of their software$12.6M−$1.3M
- MongoDBMDB57,274 shares · 0.1% of their software · price +$2.0M$12.0MFlat
- Check PointCHKP52,945 shares · 0.1% of their software$11.7M+$3.0M
- FactSetFDS23,063 shares · 0.1% of their software$10.3MFlat
- OktaOKTA99,415 shares · 0.1% of their software · price −$522K$9.9M+$8.8M
- SamsaraIOT214,090 shares · 0.1% of their software$8.5M−$2.0M
- TrimbleTRMB107,895 shares · 0.1% of their software · price +$1.1M$8.2MFlat
- BlackBerry LimitedBB1,785,998 shares · 0.1% of their software · price +$1.4M$8.2M−$9.7M
- F5, Inc.FFIV22,057 shares · 0.1% of their software · price +$619K$6.5MFlat
- PAR Technology CorporationPAR87,146 shares · 0.1% of their software · price +$700K$6.0MFlat
- SS&CSSNC60,104 shares · 0.0% of their software$5.0MFlat
- LightspeedLSPD387,925 shares · 0.0% of their software · price +$1.1M$4.5MFlat
- SailPointSAIL194,840 shares · 0.0% of their software · price +$801K$4.5MFlat
- Grab Holdings LimitedGRAB822,204 shares · 0.0% of their software$4.1MFlat
- AmplitudeAMPL299,694 shares · 0.0% of their software · price +$662K$3.7MFlat
- NutanixNTNX46,322 shares · 0.0% of their software$3.5MFlat
- CoreWeave, Inc.CRWV21,240 shares · 0.0% of their software · price +$2.7M$3.5MNew · +$788K
- Cellebrite DI Ltd.CLBT212,236 shares · 0.0% of their software · price −$728K$3.4M+$2.1M
- AkamaiAKAM42,402 shares · 0.0% of their software$3.4M−$1.1M
- WixWIX21,218 shares · 0.0% of their software$3.4MFlat
- PaycomPAYC14,196 shares · 0.0% of their software$3.3MFlat
- GuidewireGWRE12,172 shares · 0.0% of their software · price +$585K$2.9MFlat
- WorkivaWK41,354 shares · 0.0% of their software$2.8MFlat
- DocuSignDOCU35,884 shares · 0.0% of their software$2.8M+$1.3M
- DropboxDBX83,600 shares · 0.0% of their software$2.4MFlat
- Sportradar Group AGSRAD82,094 shares · 0.0% of their software · price +$530K$2.3M+$1.4M
- Global-EGLBE67,957 shares · 0.0% of their software$2.3MFlat
- JFrogFROG47,516 shares · 0.0% of their software · price +$564K$2.1MFlat
- Intapp, Inc.INTA40,204 shares · 0.0% of their software$2.1MFlat
- DynatraceDT36,139 shares · 0.0% of their software$2.0MFlat
- TwilioTWLO15,707 shares · 0.0% of their software$2.0M−$1.3M
- nCinoNCNO69,820 shares · 0.0% of their software$2.0MFlat
- i3 Verticals, Inc.IIIV65,528 shares · 0.0% of their software$1.8MNew · +$1.6M
- CommvaultCVLT9,600 shares · 0.0% of their software$1.7M−$899K
- Shift4 Payments, Inc.FOUR12,652 shares · 0.0% of their software$1.3MNew · +$1.0M
- Bentley SystemsBSY13,646 shares · 0.0% of their software$736KFlat
- MNTN, Inc.MNTN33,406 shares · 0.0% of their software$731KNew · +$731K
- BILLBILL13,828 shares · 0.0% of their software$640KNew · +$635K
- AlkamiALKT19,126 shares · 0.0% of their software$576KNew · +$502K
- DoceboDCBO19,618 shares · 0.0% of their software$567K−$3.7M