Generalist · Toronto Ontario, Canada
Mackenzie Financial
Q4 2020 · compared with Q3 2020
Filed as Mackenzie Financial Corp
- Software
- $3.5B
- Weight of 13F
- 7.6%
- Names
- 69
- Net bought
- +$90.1M
Filed 10 February 2021 · SEC filing.
1,030 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 2026123 names$4.4B+$149M
- Q1 2026126 names$5.2B−$483M
- Q4 2025141 names$7.3B−$38.3M
- Q3 2025136 names$8.3B−$285M
- Q2 2025143 names$8.2B−$23.2M
- Q1 2025135 names$7.1B−$526M
- Q4 2024138 names$7.6B+$830M
- Q3 2024125 names$7.0B+$159M
- Q2 2024122 names$6.7B+$403M
- Q1 2024119 names$6.4B−$25.1M
- Q4 2023113 names$6.0B+$221M
- Q3 2023106 names$4.8B+$103M
- Q2 2023105 names$5.0B−$174M
- Q1 2023105 names$4.5B+$17.2M
- Q4 202297 names$3.9B−$103M
- Q3 202296 names$3.8B+$36.5M
- Q2 202290 names$4.2B+$2.6B
- Q1 202289 names$5.3B−$220M
- Q4 202196 names$6.3B+$227M
- Q3 202197 names$5.7B+$203M
- Q2 202177 names$5.4B−$159M
- Q1 202164 names$5.0B+$1.4B
- Q4 202069 names$3.5B+$90.1M
- Q3 202062 names$3.2B−$14.9M
- Q2 202061 names$3.0B−$149M
- Q1 202053 names$2.5B+$351M
- Q4 201950 names$2.4B+$151M
- Q3 201948 names$2.1B−$60.5M
- Q2 201952 names$2.1B−$310M
- Q1 201951 names$2.3B−$144M
- Q4 201846 names$2.1B+$397M
- Q3 201836 names$2.0B+$3.8M
- Q2 201832 names$1.8B−$137M
- Q1 201829 names$1.9B−$120M
- Q4 201729 names$1.9B+$748M
- Q3 201717 names$1.1B−$43.8M
- Q2 201717 names$1.2B−$2.2M
- Q1 201717 names$1.0B+$152M
- Q4 201623 names$830M+$123M
- Q3 201625 names$729M+$28.7M
- Q2 201635 names$679M—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT5,259,852 shares · 33.2% of their software · price +$63.6M$1.2BFlat
- OracleORCL4,843,412 shares · 8.9% of their software · price +$24.2M$313M−$18.2M
- OpenTextOTEX6,863,227 shares · 8.8% of their software · price +$22.1M$311M−$9.6M
- ShopifySHOP203,904 shares · 6.5% of their software · price +$22.2M$230M+$37.6M
- Roper Technologies, Inc.ROP514,405 shares · 6.3% of their software · price +$18.5M$222M+$103M
- AkamaiAKAM1,566,103 shares · 4.7% of their software · price −$8.7M$164M+$166M
- TenableTENB2,997,018 shares · 4.4% of their software · price +$43.5M$157M−$50.0M
- CommvaultCVLT2,100,013 shares · 3.3% of their software · price +$30.6M$116MFlat
- AdobeADBE227,547 shares · 3.2% of their software · price +$2.2M$114M−$14.2M
- Fiserv, Inc.FISV945,548 shares · 3.1% of their software · price +$10.2M$108M−$4.2M
- SalesforceCRM470,099 shares · 3.0% of their software · price −$13.5M$105M−$21.6M
- SynopsysSNPS312,395 shares · 2.3% of their software · price +$14.1M$81.0M−$127M
- Automatic Data Processing, Inc.ADP406,225 shares · 2.0% of their software · price +$14.9M$71.6MFlat
- VeriSign, Inc.VRSN322,765 shares · 2.0% of their software · price +$3.7M$69.8M+$7.5M
- DescartesDSGX1,062,962 shares · 1.8% of their software · price +$1.6M$62.0M+$7.8M
- VeriskVRSK280,832 shares · 1.7% of their software · price +$6.3M$58.3M+$3.9M
- Paychex, Inc.PAYX183,072 shares · 0.5% of their software · price +$2.5M$17.1M+$623K
- BroadridgeBR90,093 shares · 0.4% of their software · price +$1.9M$13.8M+$6.7M
- NetApp, Inc.NTAP208,124 shares · 0.4% of their software · price +$4.7M$13.8M−$685K
- IntuitINTU28,586 shares · 0.3% of their software · price +$1.5M$10.9M+$618K
- FortinetFTNT55,853 shares · 0.2% of their software · price +$1.7M$8.3M+$636K
- BlackBerry LimitedBB1,222,893 shares · 0.2% of their software · price +$2.5M$8.1M−$2.7M
- ZoomZM23,742 shares · 0.2% of their software · price −$3.2M$8.0M+$4.3M
- AutodeskADSK25,538 shares · 0.2% of their software · price +$1.9M$7.8MFlat
- ServiceNowNOW14,114 shares · 0.2% of their software · price +$923K$7.8M+$723K
- GoDaddyGDDY68,270 shares · 0.2% of their software$5.7M+$1.7M
- DocuSignDOCU25,347 shares · 0.2% of their software$5.6M−$893K
- Check PointCHKP38,844 shares · 0.1% of their software$5.2MFlat
- F5, Inc.FFIV23,847 shares · 0.1% of their software · price +$1.3M$4.2MFlat
- ZscalerZS18,419 shares · 0.1% of their software · price +$1.1M$3.7M+$775K
- Block, Inc.XYZ15,713 shares · 0.1% of their software · price +$866K$3.4MFlat
- VeevaVEEV12,101 shares · 0.1% of their software$3.3MFlat
- CadenceCDNS21,418 shares · 0.1% of their software · price +$638K$2.9M−$775K
- PaycomPAYC6,394 shares · 0.1% of their software · price +$901K$2.9MFlat
- Gen DigitalGEN123,962 shares · 0.1% of their software$2.6MFlat
- PaylocityPCTY11,470 shares · 0.1% of their software · price +$510K$2.4MFlat
- CoStarCSGP2,358 shares · 0.1% of their software$2.2M+$918K
- Amdocs LimitedDOX30,244 shares · 0.1% of their software$2.1MFlat
- The Trade DeskTTD2,621 shares · 0.1% of their software · price +$740K$2.1M+$651K
- RingCentralRNG5,531 shares · 0.1% of their software · price +$577K$2.1MFlat
- TwilioTWLO5,945 shares · 0.1% of their software · price +$543K$2.0MFlat
- StoneCo Ltd.STNE20,096 shares · 0.0% of their software · price +$624K$1.7MFlat
- CrowdStrikeCRWD7,366 shares · 0.0% of their software · price +$549K$1.6M+$677K
- TrimbleTRMB21,604 shares · 0.0% of their software$1.4MFlat
- Uber Technologies, Inc.UBER27,041 shares · 0.0% of their software$1.4MFlat
- Fair IsaacFICO2,658 shares · 0.0% of their software$1.4MFlat
- Tyler TechnologiesTYL3,004 shares · 0.0% of their software$1.3M+$512K
- WorkdayWDAY5,363 shares · 0.0% of their software$1.3MFlat
- CloudflareNET15,885 shares · 0.0% of their software · price +$555K$1.2MNew · +$652K
- FastlyFSLY12,964 shares · 0.0% of their software$1.1MFlat
- WixWIX4,207 shares · 0.0% of their software$1.1MNew · +$1.1M
- OktaOKTA4,030 shares · 0.0% of their software$1.0M−$505K
- Palo Alto NetworksPANW2,751 shares · 0.0% of their software$978K−$798K
- Euronet Worldwide, Inc.EEFT4,582 shares · 0.0% of their software$664KFlat
- DatadogDDOG6,452 shares · 0.0% of their software$635KNew · +$659K
- A10 Networks, Inc.ATEN63,985 shares · 0.0% of their software$631KFlat
- MongoDBMDB1,751 shares · 0.0% of their software$629KNew · Flat
- Calix, Inc.CALX18,581 shares · 0.0% of their software$553KSplit
- OneSpan Inc.OSPN26,000 shares · 0.0% of their software$538KNew · +$545K
- DropboxDBX23,150 shares · 0.0% of their software$514KFlat
- eGain CorporationEGAN40,000 shares · 0.0% of their software$472KFlat
- Ribbon Communications Inc.RBBN64,440 shares · 0.0% of their software$423KNew · Flat
- Five9FIVN2,234 shares · 0.0% of their software$390KNew · Flat
- HubSpotHUBS899 shares · 0.0% of their software$356KNew · Flat
- Radware Ltd.RDWR12,400 shares · 0.0% of their software$344KFlat
- SS&CSSNC4,719 shares · 0.0% of their software$343KFlat
- FactSetFDS787 shares · 0.0% of their software$262KFlat
- Rimini Street, Inc.RMNI14,565 shares · 0.0% of their software$65KFlat
- DHI Group, Inc.DHX28,900 shares · 0.0% of their software$64KFlat