Generalist · Toronto Ontario, Canada
Mackenzie Financial
Q1 2023 · compared with Q4 2022
Filed as Mackenzie Financial Corp
- Software
- $4.5B
- Weight of 13F
- 7.1%
- Names
- 105
- Net bought
- +$17.2M
Filed 24 April 2023 · SEC filing.
1,507 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
- MicrosoftMSFT5,307,640 shares · 33.8% of their software · price +$257M$1.5BFlat
- SynopsysSNPS1,003,425 shares · 8.6% of their software · price +$67.2M$388M+$14.5M
- OpenTextOTEX7,319,201 shares · 6.2% of their software · price +$65.2M$282M−$53.6M
- OracleORCL2,815,504 shares · 5.8% of their software · price +$31.5M$262M+$12.6M
- ShopifySHOP4,013,979 shares · 4.2% of their software · price +$53.1M$192M−$12.9M
- CoStarCSGP2,552,078 shares · 3.9% of their software · price −$21.5M$176MFlat
- Roper Technologies, Inc.ROP386,645 shares · 3.8% of their software · price +$3.3M$170M−$3.8M
- AkamaiAKAM2,100,169 shares · 3.6% of their software · price −$12.6M$164M−$9.9M
- SalesforceCRM673,885 shares · 3.0% of their software · price +$45.3M$135M+$2.0M
- TenableTENB2,762,192 shares · 2.9% of their software · price +$25.9M$131MFlat
- CommvaultCVLT2,294,717 shares · 2.9% of their software · price −$14.0M$130MFlat
- DescartesDSGX1,368,501 shares · 2.4% of their software · price +$15.0M$110M+$4.0M
- Fiserv, Inc.FISV970,840 shares · 2.4% of their software · price +$11.6M$110M−$2.6M
- VeriskVRSK479,599 shares · 2.0% of their software · price +$7.4M$92.0M+$30.8M
- VeriSign, Inc.VRSN293,726 shares · 1.4% of their software · price +$1.7M$62.1M+$1.6M
- BroadridgeBR399,538 shares · 1.3% of their software · price +$5.0M$58.6M+$3.8M
- Uber Technologies, Inc.UBER1,819,703 shares · 1.3% of their software · price +$12.7M$57.7MFlat
- SS&CSSNC851,837 shares · 1.1% of their software · price +$3.8M$48.1MFlat
- WorkdayWDAY200,165 shares · 0.9% of their software · price +$7.8M$41.3M−$2.1M
- IntuitINTU76,096 shares · 0.7% of their software · price +$4.3M$33.9M+$10.6M
- Paychex, Inc.PAYX281,965 shares · 0.7% of their software$32.3M−$661K
- Automatic Data Processing, Inc.ADP142,187 shares · 0.7% of their software · price −$2.3M$31.7M−$5.0M
- ServiceNowNOW63,493 shares · 0.7% of their software · price +$4.9M$29.5M−$2.6M
- AdobeADBE72,211 shares · 0.6% of their software · price +$3.5M$27.8M+$4.4M
- AutodeskADSK120,254 shares · 0.6% of their software · price +$2.6M$25.0M+$2.0M
- CadenceCDNS107,821 shares · 0.5% of their software · price +$5.3M$22.7M+$6.4M
- Palo Alto NetworksPANW112,539 shares · 0.5% of their software · price +$6.8M$22.5M−$4.5M
- LightspeedLSPD891,751 shares · 0.3% of their software · price +$785K$13.6M+$716K
- Rackspace Technology, Inc.RXT6,981,456 shares · 0.3% of their software · price −$7.5M$13.1MFlat
- DropboxDBX580,526 shares · 0.3% of their software$12.6M+$3.3M
- NutanixNTNX458,529 shares · 0.3% of their software$11.9M+$2.0M
- AtlassianTEAM60,729 shares · 0.2% of their software · price +$2.6M$10.4M−$2.3M
- BlackBerry LimitedBB1,700,655 shares · 0.2% of their software · price +$2.2M$7.8MFlat
- FortinetFTNT116,833 shares · 0.2% of their software · price +$2.1M$7.8M+$622K
- Fair IsaacFICO8,954 shares · 0.1% of their software · price +$932K$6.3M+$5.0M
- Amdocs LimitedDOX58,863 shares · 0.1% of their software$5.7MNew · +$5.4M
- Gen DigitalGEN255,116 shares · 0.1% of their software · price −$1.1M$4.4M−$1.3M
- HubSpotHUBS9,615 shares · 0.1% of their software · price +$1.3M$4.1MFlat
- BoxBOX151,591 shares · 0.1% of their software · price −$658K$4.1MFlat
- NetApp, Inc.NTAP61,928 shares · 0.1% of their software$4.0M+$1.6M
- Manhattan AssociatesMANH22,142 shares · 0.1% of their software · price +$741K$3.4M+$854K
- SnowflakeSNOW19,327 shares · 0.1% of their software$3.0M+$504K
- PaylocityPCTY13,639 shares · 0.1% of their software$2.7M+$903K
- CrowdStrikeCRWD19,329 shares · 0.1% of their software · price +$618K$2.7MFlat
- FactSetFDS5,990 shares · 0.1% of their software$2.5MFlat
- TeradataTDC61,326 shares · 0.1% of their software$2.5M+$729K
- TrimbleTRMB45,253 shares · 0.1% of their software$2.4MFlat
- F5, Inc.FFIV14,970 shares · 0.0% of their software$2.2M+$512K
- Block, Inc.XYZ30,612 shares · 0.0% of their software$2.1MFlat
- VeevaVEEV9,704 shares · 0.0% of their software$1.8MFlat
- GoDaddyGDDY21,300 shares · 0.0% of their software$1.7MFlat
- The Trade DeskTTD25,837 shares · 0.0% of their software$1.6MFlat
- WorkivaWK14,183 shares · 0.0% of their software$1.5M+$841K
- PaycomPAYC4,469 shares · 0.0% of their software$1.4MFlat
- MongoDBMDB5,773 shares · 0.0% of their software$1.3M+$557K
- ZoomZM17,464 shares · 0.0% of their software$1.3M−$779K
- LiveRamp Holdings, Inc.RAMP58,628 shares · 0.0% of their software$1.3M+$924K
- ZscalerZS10,458 shares · 0.0% of their software$1.2MFlat
- DatadogDDOG16,750 shares · 0.0% of their software$1.2MFlat
- PTCPTC8,804 shares · 0.0% of their software$1.1MFlat
- Adeia Inc.ADEA122,990 shares · 0.0% of their software$1.1MFlat
- Check PointCHKP8,153 shares · 0.0% of their software$1.1MNew · +$1.0M
- ProgressPRGS17,003 shares · 0.0% of their software$977KNew · +$858K
- Tyler TechnologiesTYL2,720 shares · 0.0% of their software$965KFlat
- AppFolioAPPF7,705 shares · 0.0% of their software$959KFlat
- Alarm.com Holdings, Inc.ALRM18,995 shares · 0.0% of their software$955KFlat
- YextYEXT93,036 shares · 0.0% of their software$894KFlat
- WixWIX8,497 shares · 0.0% of their software$848KNew · +$653K
- PalantirPLTR97,392 shares · 0.0% of their software$823KFlat
- CloudflareNET13,300 shares · 0.0% of their software$820KNew · +$601K
- ZoomInfoZI31,448 shares · 0.0% of their software$777K—
- WEX Inc.WEX3,945 shares · 0.0% of their software$725K−$988K
- DoximityDOCS20,343 shares · 0.0% of their software$659KFlat
- Agilysys, Inc.AGYS7,864 shares · 0.0% of their software$649KFlat
- 8x8EGHT149,788 shares · 0.0% of their software$625K—
- Grab Holdings LimitedGRAB182,615 shares · 0.0% of their software$550KNew · +$588K
- InterDigital, Inc.IDCC7,331 shares · 0.0% of their software$534KNew · Flat
- RingCentralRNG17,345 shares · 0.0% of their software$532KFlat
- DocuSignDOCU8,963 shares · 0.0% of their software$523KFlat
- QualysQLYS3,957 shares · 0.0% of their software$514K−$974K
- NetScout Systems, Inc.NTCT16,446 shares · 0.0% of their software$471KFlat
- A10 Networks, Inc.ATEN29,797 shares · 0.0% of their software$462KFlat
- Euronet Worldwide, Inc.EEFT4,100 shares · 0.0% of their software$459K−$622K
- MorningstarMORN2,253 shares · 0.0% of their software$457KFlat
- Zeta GlobalZETA40,817 shares · 0.0% of their software$442KNew · Flat
- TwilioTWLO5,261 shares · 0.0% of their software$351KFlat
- VaronisVRNS13,019 shares · 0.0% of their software$339KFlat
- EVERTEC, Inc.EVTC9,248 shares · 0.0% of their software$312KFlat
- OktaOKTA3,472 shares · 0.0% of their software$299K−$1.7M
- PDF Solutions, Inc.PDFS6,903 shares · 0.0% of their software$293KFlat
- Calix, Inc.CALX5,393 shares · 0.0% of their software$289KFlat
- StoneCo Ltd.STNE28,029 shares · 0.0% of their software$267KNew · Flat
- Intapp, Inc.INTA5,913 shares · 0.0% of their software$265KNew · Flat
- DoceboDCBO6,086 shares · 0.0% of their software$248KFlat
- Consensus Cloud Solutions, Inc.CCSI7,203 shares · 0.0% of their software$246KNew · Flat
- DomoDOMO16,649 shares · 0.0% of their software$236K—
- SPS CommerceSPSC1,547 shares · 0.0% of their software$236KFlat
- BlackLineBL3,431 shares · 0.0% of their software$230KFlat
- DuolingoDUOL1,450 shares · 0.0% of their software$207KNew · Flat
- Alight, Inc.ALIT20,948 shares · 0.0% of their software$193KFlat
- Xperi Inc.XPER14,304 shares · 0.0% of their software$156KFlat
- Cognyte Software Ltd.CGNT40,000 shares · 0.0% of their software$136KNew · Flat
- Sabre CorporationSABR20,001 shares · 0.0% of their software$86KFlat
- Payoneer Global Inc.PAYO13,355 shares · 0.0% of their software$84KFlat
- Blend Labs, Inc.BLND12,099 shares · 0.0% of their software$12KFlat