Generalist · Toronto, Canada
Td Asset Management
Q1 2026 · compared with Q4 2025
Filed as Td Asset Management INC
- Software
- $7.6B
- Weight of 13F
- 6.2%
- Names
- 78
- Net bought
- −$197M
1,224 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
- MicrosoftMSFT8,755,159 shares · 42.8% of their software · price −$993M$3.2B−$286M
- ShopifySHOP9,574,621 shares · 14.9% of their software · price −$405M$1.1B+$139M
- Uber Technologies, Inc.UBER2,651,034 shares · 2.5% of their software · price −$25.9M$191M−$14.5M
- PalantirPLTR1,257,554 shares · 2.4% of their software · price −$39.6M$184M+$3.6M
- AppLovinAPP447,808 shares · 2.4% of their software · price −$124M$178M+$59.2M
- NetApp, Inc.NTAP1,602,956 shares · 2.2% of their software · price −$7.5M$164M+$12.4M
- VeriSign, Inc.VRSN654,524 shares · 2.1% of their software · price +$3.5M$163M+$11.4M
- OracleORCL1,103,810 shares · 2.1% of their software · price −$52.8M$162M−$30.1M
- VeriskVRSK754,759 shares · 1.9% of their software · price −$25.6M$143M+$16.9M
- ServiceNowNOW1,264,790 shares · 1.7% of their software · price −$61.5M$132M+$33.3M
- Automatic Data Processing, Inc.ADP646,970 shares · 1.7% of their software · price −$35.0M$131M−$18.7M
- SalesforceCRM550,201 shares · 1.4% of their software · price −$43.0M$103M−$6.7M
- Manhattan AssociatesMANH728,710 shares · 1.3% of their software · price −$29.3M$97.0MFlat
- CadenceCDNS348,045 shares · 1.3% of their software · price −$12.1M$96.7M+$5.9M
- IntuitINTU206,780 shares · 1.2% of their software · price −$47.6M$89.4M+$25.3M
- Palo Alto NetworksPANW541,434 shares · 1.1% of their software · price −$12.9M$86.8M+$26.3M
- FortinetFTNT914,020 shares · 1.0% of their software · price +$2.1M$74.7M−$3.0M
- DescartesDSGX1,014,572 shares · 1.0% of their software · price −$16.3M$72.5M+$28.9M
- AdobeADBE287,172 shares · 0.9% of their software · price −$30.7M$69.8M−$31.1M
- CrowdStrikeCRWD172,881 shares · 0.9% of their software · price −$13.5M$67.5M−$2.0M
- SAPSAP380,246 shares · 0.9% of their software · price −$27.3M$65.1M−$2.4M
- PTCPTC441,219 shares · 0.8% of their software · price −$14.0M$62.9M−$9.5M
- Roper Technologies, Inc.ROP175,762 shares · 0.8% of their software · price −$16.0M$62.2M+$8.2M
- SynopsysSNPS138,107 shares · 0.7% of their software · price −$10.1M$54.8MFlat
- OpenTextOTEX2,398,623 shares · 0.7% of their software · price −$24.8M$53.3M−$5.2M
- AutodeskADSK221,673 shares · 0.7% of their software · price −$12.5M$53.1M+$10.7M
- Tyler TechnologiesTYL154,263 shares · 0.7% of their software · price −$17.2M$52.8M+$725K
- VeevaVEEV272,222 shares · 0.6% of their software · price −$12.9M$47.8M−$4.0M
- Paychex, Inc.PAYX315,844 shares · 0.4% of their software · price −$6.3M$29.1M+$4.6M
- ZscalerZS207,241 shares · 0.4% of their software · price −$17.5M$29.1M−$11.3M
- ZoomZM355,986 shares · 0.4% of their software · price −$2.1M$28.6M−$3.8M
- DatadogDDOG237,600 shares · 0.4% of their software · price −$4.3M$28.0M−$1.6M
- PaylocityPCTY257,258 shares · 0.4% of their software · price −$11.4M$27.8MFlat
- CommvaultCVLT342,540 shares · 0.4% of their software · price −$16.3M$26.7M−$4.9M
- Block, Inc.XYZ414,357 shares · 0.3% of their software · price −$2.0M$24.9M−$1.0M
- SnowflakeSNOW140,663 shares · 0.3% of their software · price −$9.6M$21.2M−$1.1M
- InterDigital, Inc.IDCC64,978 shares · 0.3% of their software · price −$1.1M$19.6M+$4.5M
- Corpay, Inc.CPAY67,123 shares · 0.3% of their software · price −$667K$19.5M−$10.4M
- CloudflareNET89,966 shares · 0.2% of their software · price +$827K$18.6M+$1.3M
- BroadridgeBR104,783 shares · 0.2% of their software · price −$6.4M$17.0M+$1.6M
- SamsaraIOT519,851 shares · 0.2% of their software · price −$2.0M$16.5M+$11.5M
- MongoDBMDB63,478 shares · 0.2% of their software · price −$11.1M$15.5M+$2.1M
- Fiserv, Inc.FISV273,112 shares · 0.2% of their software · price −$3.1M$15.2MFlat
- WorkdayWDAY115,026 shares · 0.2% of their software · price −$9.8M$14.9M−$18.1M
- AtlassianTEAM206,838 shares · 0.2% of their software · price −$19.4M$14.1M+$2.9M
- Strategy IncMSTR112,552 shares · 0.2% of their software · price −$3.1M$14.0M+$575K
- Amdocs LimitedDOX210,209 shares · 0.2% of their software · price −$3.2M$13.7M+$3.8M
- Sportradar Group AGSRAD758,000 shares · 0.2% of their software · price −$5.3M$12.7M+$1.7M
- Gen DigitalGEN647,452 shares · 0.2% of their software · price −$5.4M$12.2M−$4.2M
- GuidewireGWRE78,366 shares · 0.2% of their software · price −$4.0M$11.7M+$13.3M
- Fair IsaacFICO8,740 shares · 0.1% of their software · price −$5.4M$9.3MFlat
- CoreWeave, Inc.CRWV119,057 shares · 0.1% of their software · price +$698K$9.2M+$946K
- CoStarCSGP212,413 shares · 0.1% of their software · price −$5.7M$8.6M−$16.5M
- Check PointCHKP58,645 shares · 0.1% of their software · price −$2.5M$8.4M+$642K
- TrimbleTRMB117,745 shares · 0.1% of their software · price −$1.5M$7.7M+$585K
- HubSpotHUBS31,284 shares · 0.1% of their software · price −$4.9M$7.6M−$13.5M
- F5, Inc.FFIV25,877 shares · 0.1% of their software · price +$882K$7.5M−$1.2M
- UnityU319,496 shares · 0.1% of their software · price −$7.1M$7.0M−$804K
- BlackBerry LimitedBB1,919,016 shares · 0.1% of their software · price −$1.1M$6.2MFlat
- GoDaddyGDDY66,509 shares · 0.1% of their software · price −$2.8M$5.5M−$12.1M
- SS&CSSNC73,347 shares · 0.1% of their software · price −$1.5M$5.0M+$657K
- The Trade DeskTTD202,729 shares · 0.1% of their software · price −$3.1M$4.6M−$8.9M
- TwilioTWLO30,549 shares · 0.1% of their software · price −$502K$3.8MFlat
- LightspeedLSPD425,892 shares · 0.1% of their software · price −$1.3M$3.8MFlat
- Grab Holdings LimitedGRAB969,842 shares · 0.0% of their software · price −$1.3M$3.5MFlat
- AkamaiAKAM25,052 shares · 0.0% of their software · price +$691K$2.9MFlat
- OktaOKTA33,659 shares · 0.0% of their software$2.6MFlat
- ToastTOST87,657 shares · 0.0% of their software · price −$789K$2.3M−$17.3M
- BullishBLSH63,678 shares · 0.0% of their software$2.3M+$552K
- Cellebrite DI Ltd.CLBT142,268 shares · 0.0% of their software · price −$605K$2.0M−$2.5M
- DropboxDBX75,600 shares · 0.0% of their software$1.7MFlat
- FactSetFDS6,344 shares · 0.0% of their software$1.4MFlat
- monday.comMNDY18,353 shares · 0.0% of their software · price −$1.4M$1.3M−$13.2M
- WixWIX12,893 shares · 0.0% of their software$1.2M−$1.0M
- DoceboDCBO44,420 shares · 0.0% of their software$776KFlat
- Global-EGLBE24,060 shares · 0.0% of their software$742KFlat
- PAR Technology CorporationPAR53,586 shares · 0.0% of their software · price −$1.2M$714K−$3.8M
- DynatraceDT15,600 shares · 0.0% of their software$577K−$4.4M