Generalist · Toronto Ontario, Canada
Mackenzie Financial
Q3 2023 · compared with Q2 2023
Filed as Mackenzie Financial Corp
- Software
- $4.8B
- Weight of 13F
- 8.1%
- Names
- 106
- Net bought
- +$103M
Filed 25 October 2023 · SEC filing.
1,462 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
- MicrosoftMSFT4,921,181 shares · 32.0% of their software · price −$122M$1.5BFlat
- SynopsysSNPS990,798 shares · 9.3% of their software · price +$23.3M$447M−$38.9M
- OracleORCL3,168,969 shares · 6.9% of their software · price −$41.7M$331M+$98.3M
- Roper Technologies, Inc.ROP616,036 shares · 6.1% of their software · price +$2.1M$296M+$77.8M
- OpenTextOTEX8,181,518 shares · 5.8% of their software · price −$52.8M$279MFlat
- AkamaiAKAM2,116,586 shares · 4.6% of their software · price +$35.3M$224M+$3.4M
- ShopifySHOP4,025,182 shares · 4.3% of their software · price −$40.4M$207M−$14.3M
- CoStarCSGP2,144,071 shares · 3.3% of their software · price −$26.0M$161M−$17.8M
- TenableTENB3,021,637 shares · 2.7% of their software · price +$3.8M$132MFlat
- CommvaultCVLT1,917,009 shares · 2.7% of their software · price −$9.6M$129MFlat
- DescartesDSGX1,760,128 shares · 2.6% of their software · price −$11.8M$126M+$18.3M
- VeriskVRSK494,378 shares · 2.4% of their software · price +$5.0M$116M−$20.8M
- IntuitINTU205,080 shares · 2.2% of their software · price +$10.8M$104MFlat
- BroadridgeBR383,206 shares · 1.4% of their software · price +$5.1M$67.3MFlat
- Automatic Data Processing, Inc.ADP236,285 shares · 1.2% of their software · price +$4.9M$56.8M−$5.6M
- Fiserv, Inc.FISV508,499 shares · 1.2% of their software · price −$6.7M$56.5M−$6.7M
- ServiceNowNOW100,744 shares · 1.1% of their software$54.5M−$1.0M
- SalesforceCRM266,785 shares · 1.1% of their software · price −$2.3M$53.3M−$990K
- AdobeADBE88,800 shares · 0.9% of their software · price +$1.9M$45.0M+$3.8M
- SS&CSSNC856,788 shares · 0.9% of their software · price −$6.9M$44.2M+$557K
- WorkdayWDAY206,281 shares · 0.9% of their software · price −$2.3M$42.8M−$2.1M
- AutodeskADSK151,450 shares · 0.6% of their software$30.8M+$2.5M
- DropboxDBX954,628 shares · 0.5% of their software · price +$535K$25.6MFlat
- CadenceCDNS91,446 shares · 0.4% of their software$20.9M−$2.4M
- NutanixNTNX576,015 shares · 0.4% of their software · price +$3.9M$19.8MFlat
- Paychex, Inc.PAYX160,939 shares · 0.4% of their software · price +$557K$18.4M−$4.5M
- Rackspace Technology, Inc.RXT6,917,608 shares · 0.3% of their software · price −$2.6M$13.8MFlat
- Palo Alto NetworksPANW52,904 shares · 0.3% of their software · price −$1.1M$12.3M−$2.1M
- AtlassianTEAM58,538 shares · 0.2% of their software · price +$2.0M$11.2M−$663K
- FortinetFTNT147,644 shares · 0.2% of their software · price −$2.5M$8.5M+$5.4M
- BoxBOX337,252 shares · 0.2% of their software · price −$1.7M$8.2M+$1.4M
- GoDaddyGDDY110,615 shares · 0.2% of their software$8.2M−$6.2M
- Fair IsaacFICO8,281 shares · 0.1% of their software$6.9M−$6.1M
- TeradataTDC146,454 shares · 0.1% of their software · price −$1.2M$6.4M+$4.0M
- CrowdStrikeCRWD38,880 shares · 0.1% of their software · price +$797K$6.3M+$2.8M
- Manhattan AssociatesMANH31,324 shares · 0.1% of their software$6.1M+$1.7M
- Uber Technologies, Inc.UBER131,333 shares · 0.1% of their software$5.8M−$9.5M
- WixWIX62,004 shares · 0.1% of their software · price +$841K$5.4M+$4.1M
- Amdocs LimitedDOX53,904 shares · 0.1% of their software · price −$774K$4.5MFlat
- VeriSign, Inc.VRSN22,361 shares · 0.1% of their software · price −$524K$4.5M−$6.6M
- NetApp, Inc.NTAP56,152 shares · 0.1% of their software$4.2MFlat
- SnowflakeSNOW22,174 shares · 0.1% of their software · price −$515K$3.3M+$638K
- GuidewireGWRE37,422 shares · 0.1% of their software · price +$521K$3.3M+$685K
- Block, Inc.XYZ75,310 shares · 0.1% of their software · price −$1.7M$3.2M+$3.2M
- LightspeedLSPD222,557 shares · 0.1% of their software · price −$643K$3.0M−$3.0M
- DoceboDCBO73,879 shares · 0.1% of their software$2.8M+$2.6M
- Gen DigitalGEN159,540 shares · 0.1% of their software$2.8M−$710K
- ZoomInfoZI165,382 shares · 0.1% of their software$2.7M—
- BlackBerry LimitedBB578,634 shares · 0.1% of their software$2.5M−$2.3M
- DoximityDOCS113,596 shares · 0.1% of their software · price −$1.5M$2.4M+$3.2M
- UiPathPATH147,268 shares · 0.0% of their software$2.4MNew · +$2.4M
- FactSetFDS5,224 shares · 0.0% of their software$2.3MFlat
- The Trade DeskTTD28,471 shares · 0.0% of their software$2.2MFlat
- PegasystemsPEGA49,907 shares · 0.0% of their software$2.1MNew · +$2.5M
- HubSpotHUBS4,309 shares · 0.0% of their software$2.0M+$1.0M
- DocuSignDOCU48,209 shares · 0.0% of their software$2.0MNew · +$2.5M
- PalantirPLTR125,145 shares · 0.0% of their software$1.9MFlat
- Check PointCHKP13,818 shares · 0.0% of their software$1.8MFlat
- AppFolioAPPF9,925 shares · 0.0% of their software$1.8MFlat
- VeevaVEEV8,658 shares · 0.0% of their software$1.7MFlat
- MongoDBMDB4,966 shares · 0.0% of their software$1.6MFlat
- RingCentralRNG56,623 shares · 0.0% of their software$1.6M+$1.4M
- DatadogDDOG17,081 shares · 0.0% of their software$1.5MFlat
- ZoomZM20,561 shares · 0.0% of their software$1.4MFlat
- BlackbaudBLKB18,879 shares · 0.0% of their software$1.3MFlat
- PTCPTC8,808 shares · 0.0% of their software$1.2MFlat
- ACI WorldwideACIW56,417 shares · 0.0% of their software$1.2MFlat
- Grab Holdings LimitedGRAB347,148 shares · 0.0% of their software$1.2MFlat
- PaycomPAYC4,377 shares · 0.0% of their software$1.1MFlat
- TrimbleTRMB20,997 shares · 0.0% of their software$1.1M−$1.2M
- Zeta GlobalZETA123,655 shares · 0.0% of their software$992KFlat
- LiveRamp Holdings, Inc.RAMP34,298 shares · 0.0% of their software$985KFlat
- Tyler TechnologiesTYL2,446 shares · 0.0% of their software$932KFlat
- NetScout Systems, Inc.NTCT32,076 shares · 0.0% of their software$900KFlat
- Adeia Inc.ADEA97,104 shares · 0.0% of their software$870KFlat
- CloudflareNET14,137 shares · 0.0% of their software$826KFlat
- WEX Inc.WEX4,449 shares · 0.0% of their software$812KFlat
- F5, Inc.FFIV4,738 shares · 0.0% of their software$756KFlat
- OktaOKTA9,037 shares · 0.0% of their software$712KFlat
- Agilysys, Inc.AGYS10,395 shares · 0.0% of their software$686KFlat
- ProgressPRGS13,122 shares · 0.0% of their software$675KNew · +$762K
- YextYEXT96,834 shares · 0.0% of their software$596K+$632K
- A10 Networks, Inc.ATEN36,462 shares · 0.0% of their software$553KFlat
- Clear Secure, Inc.YOU31,031 shares · 0.0% of their software$538KNew · +$719K
- ElasticESTC6,144 shares · 0.0% of their software$489KFlat
- TwilioTWLO8,011 shares · 0.0% of their software$450KFlat
- QualysQLYS2,727 shares · 0.0% of their software$413KFlat
- EVERTEC, Inc.EVTC10,688 shares · 0.0% of their software$389KFlat
- Rapid7RPD8,157 shares · 0.0% of their software$369KFlat
- VaronisVRNS12,332 shares · 0.0% of their software$368KFlat
- Xperi Inc.XPER33,704 shares · 0.0% of their software$322KFlat
- DuolingoDUOL1,807 shares · 0.0% of their software$286KFlat
- WorkivaWK2,862 shares · 0.0% of their software$279KNew · Flat
- ZscalerZS1,345 shares · 0.0% of their software$204K−$691K
- DomoDOMO20,444 shares · 0.0% of their software$194K—
- FreshworksFRSH10,318 shares · 0.0% of their software$192KFlat
- StoneCo Ltd.STNE17,651 shares · 0.0% of their software$181KFlat
- Alight, Inc.ALIT25,305 shares · 0.0% of their software$171KFlat
- 8x8EGHT63,074 shares · 0.0% of their software$156K—
- PagSeguro Digital Ltd.PAGS14,570 shares · 0.0% of their software$118KFlat
- AvePointAVPT16,694 shares · 0.0% of their software$108KNew · Flat
- eGain CorporationEGAN15,011 shares · 0.0% of their software$91KFlat
- Payoneer Global Inc.PAYO13,355 shares · 0.0% of their software$79KFlat
- Sabre CorporationSABR20,001 shares · 0.0% of their software$79KFlat
- Cognyte Software Ltd.CGNT14,087 shares · 0.0% of their software$63KFlat
- DHI Group, Inc.DHX12,418 shares · 0.0% of their software$36KNew · Flat