Generalist · Toronto Ontario, Canada
Mackenzie Financial
Q4 2023 · compared with Q3 2023
Filed as Mackenzie Financial Corp
- Software
- $6.0B
- Weight of 13F
- 9.0%
- Names
- 113
- Net bought
- +$221M
Filed 30 January 2024 · SEC filing.
1,490 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
- MicrosoftMSFT5,406,870 shares · 34.2% of their software · price +$326M$2.0B+$153M
- Roper Technologies, Inc.ROP896,909 shares · 8.2% of their software · price +$54.6M$489M+$136M
- SynopsysSNPS816,629 shares · 7.1% of their software · price +$45.7M$420M−$79.9M
- ShopifySHOP4,334,722 shares · 5.7% of their software · price +$101M$338M+$16.9M
- OpenTextOTEX7,630,393 shares · 5.4% of their software · price +$52.8M$321M−$19.3M
- OracleORCL3,007,314 shares · 5.3% of their software · price −$1.5M$317M−$17.1M
- AkamaiAKAM1,996,525 shares · 4.0% of their software · price +$23.6M$236M−$12.8M
- IntuitINTU311,775 shares · 3.3% of their software · price +$35.6M$195M+$54.5M
- CoStarCSGP2,143,281 shares · 3.1% of their software · price +$22.5M$187MFlat
- DescartesDSGX1,914,238 shares · 2.7% of their software · price +$20.4M$161M+$11.3M
- CommvaultCVLT1,835,987 shares · 2.5% of their software · price +$22.5M$147M−$5.5M
- TenableTENB3,038,152 shares · 2.4% of their software · price +$3.8M$140MFlat
- VeriskVRSK522,386 shares · 2.1% of their software · price +$1.4M$125M+$6.6M
- BroadridgeBR381,028 shares · 1.3% of their software · price +$10.2M$78.4MFlat
- ServiceNowNOW102,605 shares · 1.2% of their software · price +$15.1M$72.5M+$1.0M
- SalesforceCRM238,056 shares · 1.1% of their software · price +$14.4M$62.6M−$5.8M
- SS&CSSNC1,017,953 shares · 1.0% of their software · price +$8.7M$62.2M+$8.5M
- Fiserv, Inc.FISV459,104 shares · 1.0% of their software · price +$9.1M$61.0M−$5.6M
- WorkdayWDAY167,137 shares · 0.8% of their software · price +$10.2M$46.1M−$8.4M
- Automatic Data Processing, Inc.ADP189,441 shares · 0.7% of their software · price −$1.4M$44.1M−$11.3M
- AdobeADBE68,001 shares · 0.7% of their software · price +$5.9M$40.6M−$10.6M
- DropboxDBX882,400 shares · 0.4% of their software · price +$2.0M$26.0M−$2.0M
- CadenceCDNS93,207 shares · 0.4% of their software · price +$3.5M$25.4MFlat
- NutanixNTNX448,253 shares · 0.4% of their software · price +$5.7M$21.4M−$4.5M
- AutodeskADSK87,238 shares · 0.4% of their software · price +$3.2M$21.2M−$13.3M
- Paychex, Inc.PAYX166,470 shares · 0.3% of their software · price +$629K$19.8M+$638K
- Palo Alto NetworksPANW50,272 shares · 0.2% of their software · price +$3.0M$14.8M−$617K
- Rackspace Technology, Inc.RXT6,899,987 shares · 0.2% of their software · price −$2.4M$13.8MFlat
- Uber Technologies, Inc.UBER216,177 shares · 0.2% of their software · price +$3.4M$13.3M+$3.9M
- AtlassianTEAM53,621 shares · 0.2% of their software · price +$1.9M$12.8M−$991K
- DoceboDCBO247,916 shares · 0.2% of their software · price +$1.9M$12.0M+$7.1M
- GoDaddyGDDY106,490 shares · 0.2% of their software · price +$3.4M$11.3MFlat
- Fair IsaacFICO9,335 shares · 0.2% of their software · price +$2.8M$10.9M+$915K
- Block, Inc.XYZ139,647 shares · 0.2% of their software · price +$4.6M$10.8M+$2.8M
- CrowdStrikeCRWD39,811 shares · 0.2% of their software · price +$3.5M$10.2MFlat
- VeriSign, Inc.VRSN45,992 shares · 0.2% of their software$9.5M+$4.8M
- BoxBOX352,422 shares · 0.2% of their software$9.0MFlat
- Manhattan AssociatesMANH34,204 shares · 0.1% of their software · price +$604K$7.4M+$569K
- TeradataTDC161,550 shares · 0.1% of their software$7.0M+$680K
- FortinetFTNT118,423 shares · 0.1% of their software$6.9M−$1.7M
- WixWIX51,214 shares · 0.1% of their software · price +$1.6M$6.3M−$991K
- Amdocs LimitedDOX71,351 shares · 0.1% of their software$6.3M+$1.5M
- DoximityDOCS213,195 shares · 0.1% of their software · price +$1.5M$6.0M+$2.1M
- DocuSignDOCU91,950 shares · 0.1% of their software · price +$1.6M$5.5M+$1.8M
- NetApp, Inc.NTAP56,377 shares · 0.1% of their software · price +$692K$5.0MFlat
- SnowflakeSNOW22,790 shares · 0.1% of their software · price +$1.1M$4.5MFlat
- ZoomInfoZI236,948 shares · 0.1% of their software$4.4M—
- LightspeedLSPD180,845 shares · 0.1% of their software · price +$1.3M$3.8M−$585K
- UiPathPATH151,535 shares · 0.1% of their software · price +$1.2M$3.8MFlat
- ZscalerZS16,013 shares · 0.1% of their software · price +$1.1M$3.5M+$2.3M
- BlackBerry LimitedBB916,066 shares · 0.1% of their software · price −$1.1M$3.3M+$1.6M
- Check PointCHKP20,443 shares · 0.1% of their software$3.1M+$883K
- LiveRamp Holdings, Inc.RAMP82,157 shares · 0.1% of their software · price +$743K$3.1M+$1.4M
- RingCentralRNG75,114 shares · 0.0% of their software$2.6M+$548K
- PaycomPAYC12,111 shares · 0.0% of their software · price −$636K$2.5M+$2.0M
- FactSetFDS5,202 shares · 0.0% of their software$2.5MFlat
- AppLovinAPP59,399 shares · 0.0% of their software$2.4MNew · +$2.4M
- Gen DigitalGEN100,563 shares · 0.0% of their software · price +$517K$2.3M−$1.0M
- PalantirPLTR130,323 shares · 0.0% of their software$2.2MFlat
- MongoDBMDB5,414 shares · 0.0% of their software$2.2MFlat
- BlackbaudBLKB24,139 shares · 0.0% of their software$2.1MFlat
- DatadogDDOG16,968 shares · 0.0% of their software · price +$514K$2.1MFlat
- PegasystemsPEGA41,246 shares · 0.0% of their software$2.0MFlat
- The Trade DeskTTD27,923 shares · 0.0% of their software$2.0MFlat
- InterDigital, Inc.IDCC16,416 shares · 0.0% of their software$1.8MNew · +$1.3M
- PTCPTC9,847 shares · 0.0% of their software$1.7MFlat
- ACI WorldwideACIW55,773 shares · 0.0% of their software$1.7MFlat
- VeevaVEEV8,514 shares · 0.0% of their software$1.6MFlat
- ZoomZM20,098 shares · 0.0% of their software$1.4MFlat
- HubSpotHUBS2,375 shares · 0.0% of their software$1.4M−$952K
- Zeta GlobalZETA147,928 shares · 0.0% of their software$1.3MFlat
- CloudflareNET13,665 shares · 0.0% of their software$1.1MFlat
- Grab Holdings LimitedGRAB336,452 shares · 0.0% of their software$1.1MFlat
- Tyler TechnologiesTYL2,619 shares · 0.0% of their software$1.1MFlat
- TrimbleTRMB19,401 shares · 0.0% of their software$1.0MFlat
- OktaOKTA9,667 shares · 0.0% of their software$875KFlat
- WEX Inc.WEX4,139 shares · 0.0% of their software$805KFlat
- F5, Inc.FFIV4,492 shares · 0.0% of their software$804KFlat
- ElasticESTC6,843 shares · 0.0% of their software$771KFlat
- TwilioTWLO9,635 shares · 0.0% of their software$731KFlat
- Alarm.com Holdings, Inc.ALRM11,254 shares · 0.0% of their software$727KNew · +$688K
- ProgressPRGS11,179 shares · 0.0% of their software$607KFlat
- DuolingoDUOL2,543 shares · 0.0% of their software$577KFlat
- Clear Secure, Inc.YOU24,801 shares · 0.0% of their software$512KFlat
- N-ableNABL38,607 shares · 0.0% of their software$512KNew · Flat
- A10 Networks, Inc.ATEN38,810 shares · 0.0% of their software$511KFlat
- QualysQLYS2,368 shares · 0.0% of their software$465KFlat
- Strategy IncMSTR696 shares · 0.0% of their software$440KNew · Flat
- Rapid7RPD7,689 shares · 0.0% of their software$439KFlat
- EVERTEC, Inc.EVTC10,688 shares · 0.0% of their software$438KFlat
- PagSeguro Digital Ltd.PAGS31,579 shares · 0.0% of their software$394KFlat
- Xperi Inc.XPER35,706 shares · 0.0% of their software$393KFlat
- 8x8EGHT84,687 shares · 0.0% of their software$320K—
- StoneCo Ltd.STNE17,651 shares · 0.0% of their software$318KFlat
- VaronisVRNS6,780 shares · 0.0% of their software$307KSplit
- WorkivaWK2,970 shares · 0.0% of their software$302KFlat
- Thryv Holdings, Inc.THRY13,317 shares · 0.0% of their software$271KNew · Flat
- NetScout Systems, Inc.NTCT12,296 shares · 0.0% of their software$270K−$554K
- PagerDutyPD11,594 shares · 0.0% of their software$268KNew · Flat
- monday.comMNDY1,346 shares · 0.0% of their software$253KNew · Flat
- FreshworksFRSH10,318 shares · 0.0% of their software$242KFlat
- AppFolioAPPF1,386 shares · 0.0% of their software$240K−$1.6M
- DomoDOMO21,818 shares · 0.0% of their software$225K—
- Alight, Inc.ALIT25,305 shares · 0.0% of their software$216KFlat
- BlackLineBL3,431 shares · 0.0% of their software$214KNew · Flat
- Health CatalystHCAT18,626 shares · 0.0% of their software$172KNew · Flat
- Cognyte Software Ltd.CGNT21,986 shares · 0.0% of their software$141KFlat
- YextYEXT19,302 shares · 0.0% of their software$114KFlat
- eGain CorporationEGAN11,771 shares · 0.0% of their software$98KFlat
- Sabre CorporationSABR20,001 shares · 0.0% of their software$88KFlat
- Expensify, Inc.EXFY30,461 shares · 0.0% of their software$75KNew · Flat
- Payoneer Global Inc.PAYO13,355 shares · 0.0% of their software$70KFlat
- DHI Group, Inc.DHX12,418 shares · 0.0% of their software$32KFlat