Generalist · Toronto, Canada
Td Asset Management
Q4 2025 · compared with Q3 2025
Filed as Td Asset Management INC
- Software
- $10.1B
- Weight of 13F
- 8.1%
- Names
- 90
- Net bought
- +$407M
Filed 10 February 2026 · SEC filing.
1,225 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
- MicrosoftMSFT9,346,429 shares · 44.9% of their software · price −$321M$4.5BFlat
- ShopifySHOP8,713,762 shares · 13.9% of their software · price +$108M$1.4B+$27.5M
- OracleORCL1,258,046 shares · 2.4% of their software · price −$109M$245M−$238M
- AppLovinAPP359,952 shares · 2.4% of their software · price −$16.1M$243M−$61.8M
- Uber Technologies, Inc.UBER2,828,289 shares · 2.3% of their software · price −$46.0M$231M−$13.9M
- PalantirPLTR1,237,372 shares · 2.2% of their software · price −$5.8M$220M+$16.8M
- Automatic Data Processing, Inc.ADP719,859 shares · 1.8% of their software · price −$26.1M$185M−$6.4M
- ServiceNowNOW1,047,549 shares · 1.6% of their software · price −$804M$160M+$765M
- NetApp, Inc.NTAP1,486,887 shares · 1.6% of their software · price −$16.9M$159M−$12.8M
- SalesforceCRM575,624 shares · 1.5% of their software · price +$16.1M$152M−$22.0M
- VeriskVRSK679,290 shares · 1.5% of their software · price −$18.9M$152M+$8.5M
- VeriSign, Inc.VRSN607,535 shares · 1.5% of their software · price −$22.2M$148M−$6.3M
- AdobeADBE375,938 shares · 1.3% of their software · price −$1.0M$132M+$7.4M
- Manhattan AssociatesMANH730,815 shares · 1.3% of their software · price −$23.1M$127M+$40.6M
- IntuitINTU168,576 shares · 1.1% of their software · price −$3.5M$112MFlat
- CadenceCDNS329,121 shares · 1.0% of their software · price −$12.7M$103M−$5.2M
- SAPSAP390,016 shares · 0.9% of their software · price −$9.5M$94.7M−$30.6M
- PTCPTC495,926 shares · 0.9% of their software · price −$14.3M$86.4M−$1.3M
- OpenTextOTEX2,559,128 shares · 0.8% of their software · price −$12.3M$83.5M+$15.4M
- CrowdStrikeCRWD177,254 shares · 0.8% of their software · price −$3.8M$83.1M+$3.5M
- FortinetFTNT951,517 shares · 0.8% of their software · price −$4.4M$75.6M−$3.4M
- Palo Alto NetworksPANW398,503 shares · 0.7% of their software · price −$7.7M$73.4M+$5.7M
- Roper Technologies, Inc.ROP157,382 shares · 0.7% of their software · price −$8.4M$70.1M+$24.9M
- Tyler TechnologiesTYL152,667 shares · 0.7% of their software · price −$10.6M$69.3MFlat
- VeevaVEEV290,183 shares · 0.6% of their software · price −$21.7M$64.8M−$19.2M
- SynopsysSNPS137,275 shares · 0.6% of their software · price −$3.2M$64.5M−$4.0M
- DescartesDSGX684,766 shares · 0.6% of their software · price −$4.5M$60.2M−$24.7M
- ZscalerZS257,428 shares · 0.6% of their software · price −$19.2M$57.9MFlat
- AutodeskADSK185,658 shares · 0.5% of their software · price −$4.0M$55.0M+$12.6M
- CommvaultCVLT381,982 shares · 0.5% of their software · price −$24.2M$47.9M+$71.6M
- WorkdayWDAY199,454 shares · 0.4% of their software · price −$5.2M$42.8M+$8.8M
- PaylocityPCTY260,058 shares · 0.4% of their software · price −$1.8M$39.7M−$1.1M
- CCC Intelligent Solutions Holdings Inc.CCC4,575,894 shares · 0.4% of their software · price −$5.3M$36.4M+$1.8M
- ZoomZM399,881 shares · 0.3% of their software · price +$1.5M$34.5M+$3.4M
- DatadogDDOG249,202 shares · 0.3% of their software · price −$1.6M$33.9M+$14.5M
- SnowflakeSNOW145,863 shares · 0.3% of their software · price −$903K$32.0M+$1.9M
- Paychex, Inc.PAYX274,562 shares · 0.3% of their software · price −$4.0M$30.8M−$74.8M
- CoStarCSGP457,565 shares · 0.3% of their software · price −$7.8M$30.8MFlat
- AtlassianTEAM188,842 shares · 0.3% of their software$30.6M−$2.4M
- Corpay, Inc.CPAY101,669 shares · 0.3% of their software · price +$1.3M$30.6M−$6.8M
- Block, Inc.XYZ430,072 shares · 0.3% of their software · price −$3.1M$28.0M−$2.6M
- HubSpotHUBS64,813 shares · 0.3% of their software · price −$4.3M$26.0M−$1.8M
- MongoDBMDB58,584 shares · 0.2% of their software · price +$6.4M$24.6MFlat
- Gen DigitalGEN803,452 shares · 0.2% of their software · price −$964K$21.8M−$939K
- BroadridgeBR97,444 shares · 0.2% of their software · price −$1.5M$21.7M−$5.4M
- ToastTOST574,916 shares · 0.2% of their software · price −$575K$20.4M−$10.2M
- GoDaddyGDDY164,292 shares · 0.2% of their software · price −$2.1M$20.4M−$13.2M
- Fiserv, Inc.FISV277,436 shares · 0.2% of their software · price −$17.1M$18.6M−$2.7M
- The Trade DeskTTD437,228 shares · 0.2% of their software · price −$4.8M$16.6M−$7.7M
- Strategy IncMSTR108,770 shares · 0.2% of their software · price −$18.5M$16.5MFlat
- CloudflareNET83,467 shares · 0.2% of their software · price −$1.5M$16.5M+$642K
- Sportradar Group AGSRAD687,908 shares · 0.2% of their software · price −$2.2M$16.4M+$3.9M
- InterDigital, Inc.IDCC50,782 shares · 0.2% of their software · price −$1.4M$16.2M+$2.9M
- monday.comMNDY107,998 shares · 0.2% of their software · price −$5.0M$15.9M+$2.0M
- UnityU337,696 shares · 0.1% of their software · price +$1.4M$14.9M+$3.9M
- Fair IsaacFICO8,723 shares · 0.1% of their software · price +$1.7M$14.7M−$3.8M
- Amdocs LimitedDOX162,587 shares · 0.1% of their software$13.1M+$2.7M
- Check PointCHKP55,187 shares · 0.1% of their software · price −$1.2M$10.2MFlat
- DuolingoDUOL53,730 shares · 0.1% of their software · price −$7.9M$9.4M−$15.0M
- TrimbleTRMB110,282 shares · 0.1% of their software$8.6MFlat
- F5, Inc.FFIV30,508 shares · 0.1% of their software · price −$2.1M$7.8M−$1.0M
- CoreWeave, Inc.CRWV105,853 shares · 0.1% of their software · price −$6.9M$7.6M+$7.6M
- SamsaraIOT196,537 shares · 0.1% of their software$7.0M+$527K
- BlackBerry LimitedBB1,809,320 shares · 0.1% of their software · price −$2.0M$6.8MFlat
- SS&CSSNC65,829 shares · 0.1% of their software$5.8MFlat
- PAR Technology CorporationPAR156,958 shares · 0.1% of their software · price −$518K$5.7MFlat
- DynatraceDT118,039 shares · 0.1% of their software · price −$603K$5.1M+$1.6M
- Cellebrite DI Ltd.CLBT281,970 shares · 0.1% of their software$5.1M−$783K
- LightspeedLSPD397,401 shares · 0.0% of their software$4.8MFlat
- Grab Holdings LimitedGRAB891,800 shares · 0.0% of their software · price −$919K$4.5MFlat
- Netskope, Inc.NTSK236,540 shares · 0.0% of their software · price −$1.2M$4.1MFlat
- TwilioTWLO28,952 shares · 0.0% of their software · price +$1.2M$4.1MFlat
- OktaOKTA31,566 shares · 0.0% of their software$2.7MFlat
- JFrogFROG43,084 shares · 0.0% of their software · price +$652K$2.7MFlat
- GuidewireGWRE12,447 shares · 0.0% of their software$2.5MFlat
- Bentley SystemsBSY64,787 shares · 0.0% of their software · price −$863K$2.5M+$1.5M
- DropboxDBX86,100 shares · 0.0% of their software$2.4MFlat
- WixWIX22,864 shares · 0.0% of their software · price −$1.7M$2.4MFlat
- NutanixNTNX45,287 shares · 0.0% of their software · price −$1.0M$2.3MFlat
- PaycomPAYC14,614 shares · 0.0% of their software · price −$713K$2.3MFlat
- AkamaiAKAM24,790 shares · 0.0% of their software$2.2M−$1.3M
- FactSetFDS6,455 shares · 0.0% of their software$1.9M−$4.8M
- BullishBLSH49,104 shares · 0.0% of their software · price −$1.3M$1.9MFlat
- i3 Verticals, Inc.IIIV68,100 shares · 0.0% of their software$1.7MFlat
- DocuSignDOCU19,439 shares · 0.0% of their software$1.3M−$1.3M
- DoceboDCBO42,590 shares · 0.0% of their software$947KFlat
- nCinoNCNO36,714 shares · 0.0% of their software$941K−$682K
- WorkivaWK10,784 shares · 0.0% of their software$930K−$1.2M
- Global-EGLBE21,327 shares · 0.0% of their software$838KFlat
- Wealthfront CorporationWLTH36,814 shares · 0.0% of their software$500KNew · +$500K