Generalist · Toronto, Canada
Td Asset Management
Q3 2025 · compared with Q2 2025
Filed as Td Asset Management INC
- Software
- $11.2B
- Weight of 13F
- 9.1%
- Names
- 94
- Net bought
- −$488M
Filed 10 November 2025 · SEC filing.
1,231 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
- MicrosoftMSFT9,423,005 shares · 43.5% of their software · price +$194M$4.9BFlat
- ShopifySHOP8,528,510 shares · 11.3% of their software · price +$284M$1.3B+$13.7M
- OracleORCL2,102,591 shares · 5.3% of their software · price +$132M$591M+$263M
- AppLovinAPP446,027 shares · 2.9% of their software · price +$164M$320M+$31.6M
- Uber Technologies, Inc.UBER2,969,950 shares · 2.6% of their software · price +$13.9M$291M+$20.7M
- Automatic Data Processing, Inc.ADP741,808 shares · 1.9% of their software · price −$11.1M$218M−$3.5M
- PalantirPLTR1,145,421 shares · 1.9% of their software · price +$52.8M$209M+$13.6M
- ServiceNowNOW215,948 shares · 1.8% of their software · price −$23.3M$199M−$6.9M
- NetApp, Inc.NTAP1,594,660 shares · 1.7% of their software · price +$19.0M$189M−$23.9M
- VeriSign, Inc.VRSN630,122 shares · 1.6% of their software · price −$5.8M$176M+$10.4M
- VeriskVRSK645,330 shares · 1.4% of their software · price −$38.7M$162M−$216M
- SalesforceCRM668,489 shares · 1.4% of their software · price −$23.9M$158M−$29.2M
- SAPSAP504,678 shares · 1.2% of their software · price −$18.6M$135M−$302M
- AdobeADBE355,087 shares · 1.1% of their software · price −$12.1M$125M−$106M
- CadenceCDNS343,974 shares · 1.1% of their software · price +$14.8M$121MFlat
- IntuitINTU169,837 shares · 1.0% of their software · price −$17.8M$116M+$24.9M
- Paychex, Inc.PAYX864,676 shares · 1.0% of their software · price −$16.2M$110M−$112M
- Manhattan AssociatesMANH532,587 shares · 1.0% of their software · price +$4.0M$109M+$8.5M
- VeevaVEEV354,568 shares · 0.9% of their software · price +$3.5M$106M−$10.8M
- PTCPTC502,558 shares · 0.9% of their software · price +$15.4M$102M−$11.7M
- DescartesDSGX946,596 shares · 0.8% of their software · price −$7.0M$89.2M−$4.3M
- CrowdStrikeCRWD170,145 shares · 0.7% of their software · price −$3.2M$83.4M+$7.3M
- FortinetFTNT991,868 shares · 0.7% of their software · price −$21.5M$83.4M−$22.2M
- OpenTextOTEX2,147,997 shares · 0.7% of their software · price +$17.6M$80.3M+$6.4M
- Tyler TechnologiesTYL151,542 shares · 0.7% of their software · price −$10.6M$79.3M+$7.5M
- ZscalerZS255,200 shares · 0.7% of their software · price −$3.6M$76.5M−$5.2M
- Palo Alto NetworksPANW370,271 shares · 0.7% of their software$75.4M+$1.0M
- SynopsysSNPS145,300 shares · 0.6% of their software · price −$2.8M$71.7MFlat
- Roper Technologies, Inc.ROP107,484 shares · 0.5% of their software · price −$7.3M$53.6M+$6.3M
- AutodeskADSK145,868 shares · 0.4% of their software · price +$1.2M$46.3M+$1.5M
- PaylocityPCTY266,740 shares · 0.4% of their software · price −$5.8M$42.5M−$3.7M
- CCC Intelligent Solutions Holdings Inc.CCC4,376,532 shares · 0.4% of their software · price −$1.3M$39.9M−$521K
- WorkdayWDAY163,034 shares · 0.3% of their software$39.2M+$11.7M
- Fiserv, Inc.FISV298,469 shares · 0.3% of their software · price −$13.0M$38.5M+$3.9M
- CoStarCSGP455,430 shares · 0.3% of their software · price +$1.8M$38.4M−$18.2M
- Corpay, Inc.CPAY125,125 shares · 0.3% of their software · price −$5.5M$36.0M−$2.5M
- GoDaddyGDDY260,682 shares · 0.3% of their software · price −$11.3M$35.7M+$7.1M
- Strategy IncMSTR108,907 shares · 0.3% of their software · price −$8.9M$35.1MFlat
- Block, Inc.XYZ466,514 shares · 0.3% of their software · price +$2.0M$33.7M+$4.2M
- AtlassianTEAM203,695 shares · 0.3% of their software · price −$8.8M$32.5M−$2.0M
- DuolingoDUOL100,307 shares · 0.3% of their software · price −$8.8M$32.3M−$2.2M
- HubSpotHUBS68,765 shares · 0.3% of their software · price −$6.1M$32.2M+$2.5M
- ToastTOST853,589 shares · 0.3% of their software · price −$6.6M$31.2M−$12.2M
- SnowflakeSNOW137,533 shares · 0.3% of their software$31.0M+$13.0M
- ZoomZM358,897 shares · 0.3% of their software · price +$1.6M$29.6M−$14.7M
- The Trade DeskTTD593,488 shares · 0.3% of their software · price −$13.6M$29.1M−$9.0M
- BroadridgeBR120,009 shares · 0.3% of their software · price −$583K$28.6M−$24.0M
- Gen DigitalGEN836,522 shares · 0.2% of their software · price −$845K$23.7M−$753K
- DatadogDDOG147,536 shares · 0.2% of their software · price +$1.2M$21.0M−$2.1M
- monday.comMNDY97,501 shares · 0.2% of their software · price −$11.8M$18.9M+$3.7M
- MongoDBMDB57,941 shares · 0.2% of their software · price +$5.8M$18.0MFlat
- CloudflareNET80,473 shares · 0.2% of their software · price +$1.5M$17.3M+$711K
- Fair IsaacFICO11,252 shares · 0.2% of their software · price −$3.7M$16.8M−$43.3M
- InterDigital, Inc.IDCC42,362 shares · 0.1% of their software · price +$5.1M$14.6MNew · +$9.5M
- Sportradar Group AGSRAD542,094 shares · 0.1% of their software · price −$640K$14.6M+$12.9M
- Check PointCHKP55,282 shares · 0.1% of their software · price −$793K$11.4M+$517K
- F5, Inc.FFIV33,620 shares · 0.1% of their software · price +$971K$10.9M+$3.4M
- Amdocs LimitedDOX130,196 shares · 0.1% of their software · price −$1.2M$10.7M−$726K
- UnityU240,896 shares · 0.1% of their software · price +$3.8M$9.6MNew · +$5.8M
- TrimbleTRMB106,330 shares · 0.1% of their software · price +$603K$8.7MFlat
- BlackBerry LimitedBB1,749,000 shares · 0.1% of their software · price +$525K$8.5MFlat
- CoreWeave, Inc.CRWV50,480 shares · 0.1% of their software · price −$1.3M$6.9M+$4.8M
- SamsaraIOT182,385 shares · 0.1% of their software$6.8M−$1.3M
- FactSetFDS23,334 shares · 0.1% of their software · price −$3.8M$6.7MFlat
- PAR Technology CorporationPAR154,400 shares · 0.1% of their software · price −$4.6M$6.1M+$4.7M
- Cellebrite DI Ltd.CLBT324,241 shares · 0.1% of their software · price +$820K$6.0M+$1.8M
- SS&CSSNC62,860 shares · 0.0% of their software$5.6MFlat
- Grab Holdings LimitedGRAB872,643 shares · 0.0% of their software · price +$864K$5.3MFlat
- Netskope, Inc.NTSK220,176 shares · 0.0% of their software$5.0MNew · +$5.0M
- LightspeedLSPD380,393 shares · 0.0% of their software$4.4MFlat
- DynatraceDT84,839 shares · 0.0% of their software · price −$574K$4.1M+$2.7M
- WixWIX22,986 shares · 0.0% of their software$4.1MFlat
- BullishBLSH55,916 shares · 0.0% of their software$3.6MNew · +$3.6M
- NutanixNTNX46,341 shares · 0.0% of their software$3.4MFlat
- AkamaiAKAM41,418 shares · 0.0% of their software$3.1MFlat
- PaycomPAYC14,483 shares · 0.0% of their software$3.0MFlat
- GuidewireGWRE12,262 shares · 0.0% of their software$2.8MFlat
- TwilioTWLO28,070 shares · 0.0% of their software · price −$681K$2.8M+$1.5M
- OktaOKTA30,343 shares · 0.0% of their software$2.8M−$6.9M
- DocuSignDOCU37,516 shares · 0.0% of their software$2.7MFlat
- DropboxDBX86,100 shares · 0.0% of their software$2.6MFlat
- JFrogFROG48,576 shares · 0.0% of their software$2.3MFlat
- i3 Verticals, Inc.IIIV66,330 shares · 0.0% of their software$2.2MFlat
- WorkivaWK24,720 shares · 0.0% of their software$2.1M−$1.1M
- VaronisVRNS35,040 shares · 0.0% of their software$2.0MNew · +$1.8M
- Bentley SystemsBSY36,266 shares · 0.0% of their software$1.9M+$1.2M
- AmplitudeAMPL173,606 shares · 0.0% of their software$1.9M−$1.6M
- Clearwater AnalyticsCWAN100,426 shares · 0.0% of their software$1.8MNew
- nCinoNCNO61,870 shares · 0.0% of their software$1.7MFlat
- DoceboDCBO34,995 shares · 0.0% of their software$955KFlat
- Intapp, Inc.INTA17,576 shares · 0.0% of their software$719K−$1.2M
- Global-EGLBE19,928 shares · 0.0% of their software$713K−$1.6M
- MagniteMGNI30,740 shares · 0.0% of their software$670KNew · +$741K
- CommvaultCVLT2,700 shares · 0.0% of their software$510K−$1.2M