Generalist · Toronto Ontario, Canada
Mackenzie Financial
Q3 2024 · compared with Q2 2024
Filed as Mackenzie Financial Corp
- Software
- $7.0B
- Weight of 13F
- 9.7%
- Names
- 125
- Net bought
- +$159M
Filed 13 November 2024 · SEC filing.
1,569 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
- MicrosoftMSFT5,169,251 shares · 31.8% of their software · price −$86.1M$2.2B−$80.4M
- Roper Technologies, Inc.ROP1,145,676 shares · 9.1% of their software · price −$8.3M$637M+$15.0M
- ShopifySHOP7,405,850 shares · 8.5% of their software · price +$104M$593M+$72.0M
- OracleORCL2,549,305 shares · 6.2% of their software · price +$74.4M$434M−$24.2M
- CadenceCDNS1,273,051 shares · 4.9% of their software · price −$46.7M$345M+$50.8M
- AkamaiAKAM2,345,836 shares · 3.4% of their software · price +$25.5M$237M+$10.2M
- DescartesDSGX2,147,297 shares · 3.2% of their software · price +$13.1M$221MFlat
- CoStarCSGP2,807,019 shares · 3.0% of their software · price +$3.6M$212M+$33.3M
- Automatic Data Processing, Inc.ADP715,891 shares · 2.8% of their software · price +$27.2M$198M+$17.1M
- OpenTextOTEX5,926,538 shares · 2.8% of their software · price +$19.2M$197M−$25.7M
- IntuitINTU287,741 shares · 2.6% of their software · price −$10.4M$179M−$13.0M
- TenableTENB4,178,669 shares · 2.4% of their software · price −$12.8M$169MFlat
- VeriskVRSK545,863 shares · 2.1% of their software · price −$868K$146M+$6.3M
- ServiceNowNOW132,838 shares · 1.7% of their software · price +$14.3M$119M+$26.1M
- CommvaultCVLT691,980 shares · 1.5% of their software · price +$22.3M$106M−$52.4M
- VeriSign, Inc.VRSN479,395 shares · 1.3% of their software · price +$5.8M$91.1M+$1.1M
- SS&CSSNC1,153,316 shares · 1.2% of their software · price +$13.3M$85.6MFlat
- SalesforceCRM292,570 shares · 1.1% of their software · price +$4.9M$80.1M+$16.0M
- DoubleVerifyDV4,712,754 shares · 1.1% of their software · price −$12.4M$79.4M+$38.7M
- BroadridgeBR323,358 shares · 1.0% of their software · price +$5.8M$69.5M−$11.9M
- Fiserv, Inc.FISV310,666 shares · 0.8% of their software · price +$9.5M$55.8M−$5.7M
- Uber Technologies, Inc.UBER536,935 shares · 0.6% of their software · price +$1.3M$40.4M+$22.9M
- DropboxDBX1,461,639 shares · 0.5% of their software · price +$4.3M$37.2MFlat
- NutanixNTNX603,253 shares · 0.5% of their software · price +$1.4M$35.7M−$2.5M
- AdobeADBE64,408 shares · 0.5% of their software · price −$2.4M$33.3M−$1.5M
- WorkdayWDAY135,444 shares · 0.5% of their software · price +$2.8M$33.1M+$8.3M
- JFrogFROG1,030,100 shares · 0.4% of their software · price −$8.8M$29.9M+$38.5M
- UiPathPATH1,857,027 shares · 0.3% of their software$23.8M+$18.5M
- SynopsysSNPS42,591 shares · 0.3% of their software · price −$3.8M$21.6M−$7.8M
- Paychex, Inc.PAYX149,920 shares · 0.3% of their software · price +$2.3M$20.1M−$1.2M
- GoDaddyGDDY110,394 shares · 0.2% of their software · price +$1.9M$17.3M+$4.9M
- Palo Alto NetworksPANW43,160 shares · 0.2% of their software$14.8M−$2.1M
- Rackspace Technology, Inc.RXT5,811,695 shares · 0.2% of their software · price −$3.1M$14.2M−$3.5M
- Fair IsaacFICO7,267 shares · 0.2% of their software · price +$3.3M$14.1M+$4.3M
- AtlassianTEAM77,204 shares · 0.2% of their software · price −$1.4M$12.3M+$1.2M
- CrowdStrikeCRWD41,185 shares · 0.2% of their software · price −$4.2M$11.6M−$624K
- Manhattan AssociatesMANH40,368 shares · 0.2% of their software · price +$1.4M$11.4M+$1.1M
- PegasystemsPEGA130,604 shares · 0.1% of their software · price +$1.6M$9.5M+$2.0M
- BoxBOX266,565 shares · 0.1% of their software · price +$1.7M$8.7MFlat
- Amdocs LimitedDOX87,129 shares · 0.1% of their software · price +$746K$7.6M−$3.3M
- PalantirPLTR186,098 shares · 0.1% of their software · price +$2.2M$6.9M+$2.1M
- NetApp, Inc.NTAP51,442 shares · 0.1% of their software$6.4M−$1.5M
- Block, Inc.XYZ92,960 shares · 0.1% of their software$6.2M−$701K
- AutodeskADSK20,511 shares · 0.1% of their software · price +$575K$5.7M−$3.5M
- VeevaVEEV26,275 shares · 0.1% of their software · price +$706K$5.5M+$3.0M
- FortinetFTNT58,842 shares · 0.1% of their software · price +$1.0M$4.6M−$2.7M
- ToastTOST146,728 shares · 0.1% of their software$4.2MNew · +$3.8M
- Check PointCHKP20,224 shares · 0.1% of their software · price +$562K$3.9M−$1.9M
- The Trade DeskTTD35,150 shares · 0.1% of their software$3.9M+$685K
- ACI WorldwideACIW69,878 shares · 0.1% of their software · price +$790K$3.6MFlat
- DocuSignDOCU54,028 shares · 0.0% of their software$3.4M−$792K
- TeradataTDC91,520 shares · 0.0% of their software$2.8M−$995K
- Gen DigitalGEN99,492 shares · 0.0% of their software$2.7M−$2.4M
- FactSetFDS5,881 shares · 0.0% of their software$2.7MFlat
- RingCentralRNG81,558 shares · 0.0% of their software$2.6MFlat
- SnowflakeSNOW21,894 shares · 0.0% of their software$2.5MFlat
- ZoomZM35,725 shares · 0.0% of their software$2.5MFlat
- DatadogDDOG20,582 shares · 0.0% of their software$2.4MFlat
- LightspeedLSPD140,221 shares · 0.0% of their software$2.3M−$743K
- LiveRamp Holdings, Inc.RAMP81,461 shares · 0.0% of their software · price −$502K$2.0M+$1.5M
- ProgressPRGS29,922 shares · 0.0% of their software$2.0MFlat
- TrimbleTRMB30,710 shares · 0.0% of their software$1.9M−$608K
- Corpay, Inc.CPAY6,018 shares · 0.0% of their software$1.9MFlat
- PaycomPAYC10,993 shares · 0.0% of their software$1.8M+$1.3M
- Adeia Inc.ADEA149,927 shares · 0.0% of their software$1.8M+$913K
- PTCPTC9,759 shares · 0.0% of their software$1.8MFlat
- Tyler TechnologiesTYL3,020 shares · 0.0% of their software$1.8MFlat
- WixWIX9,452 shares · 0.0% of their software$1.6MFlat
- SentinelOneS61,846 shares · 0.0% of their software$1.5MNew · +$1.3M
- A10 Networks, Inc.ATEN97,920 shares · 0.0% of their software$1.4M+$718K
- OktaOKTA18,915 shares · 0.0% of their software$1.4MFlat
- NetScout Systems, Inc.NTCT64,256 shares · 0.0% of their software$1.4MFlat
- Strategy IncMSTR7,821 shares · 0.0% of their software · price −$9.5M$1.3M+$8.4M
- HubSpotHUBS2,444 shares · 0.0% of their software$1.3MFlat
- Zeta GlobalZETA43,251 shares · 0.0% of their software · price +$527K$1.3M−$1.4M
- TwilioTWLO19,550 shares · 0.0% of their software$1.3MFlat
- SamsaraIOT26,012 shares · 0.0% of their software$1.3MNew · +$877K
- YextYEXT176,119 shares · 0.0% of their software$1.2M+$799K
- AppLovinAPP9,080 shares · 0.0% of their software$1.2MFlat
- CloudflareNET14,284 shares · 0.0% of their software$1.2MFlat
- ElasticESTC14,920 shares · 0.0% of their software · price −$554K$1.1MNew · +$1.7M
- F5, Inc.FFIV5,105 shares · 0.0% of their software$1.1MFlat
- MongoDBMDB3,877 shares · 0.0% of their software$1.0MFlat
- Alarm.com Holdings, Inc.ALRM18,188 shares · 0.0% of their software$994KFlat
- ZscalerZS5,319 shares · 0.0% of their software$909K−$733K
- BlackBerry LimitedBB340,217 shares · 0.0% of their software$896KFlat
- N-ableNABL46,961 shares · 0.0% of their software$613KFlat
- monday.comMNDY2,056 shares · 0.0% of their software$571KFlat
- Grab Holdings LimitedGRAB143,329 shares · 0.0% of their software$545KFlat
- Euronet Worldwide, Inc.EEFT4,795 shares · 0.0% of their software$476KFlat
- OneSpan Inc.OSPN24,528 shares · 0.0% of their software$409KFlat
- VaronisVRNS7,170 shares · 0.0% of their software$405KFlat
- Payoneer Global Inc.PAYO49,864 shares · 0.0% of their software$375KFlat
- PagSeguro Digital Ltd.PAGS42,062 shares · 0.0% of their software$362KFlat
- Calix, Inc.CALX9,143 shares · 0.0% of their software$355KFlat
- PagerDutyPD18,062 shares · 0.0% of their software$335KFlat
- InterDigital, Inc.IDCC2,235 shares · 0.0% of their software$317KFlat
- DoceboDCBO6,958 shares · 0.0% of their software$307KFlat
- QualysQLYS2,368 shares · 0.0% of their software$304KFlat
- Q2QTWO3,740 shares · 0.0% of their software$298KFlat
- Diebold Nixdorf, IncorporatedDBD6,447 shares · 0.0% of their software$288KNew · Flat
- Ooma, Inc.OOMA23,778 shares · 0.0% of their software$271KFlat
- WorkivaWK3,282 shares · 0.0% of their software$260KFlat
- 8x8EGHT126,232 shares · 0.0% of their software$258K—
- DomoDOMO33,536 shares · 0.0% of their software$252K—
- UnityU11,083 shares · 0.0% of their software$251KFlat
- AlkamiALKT7,686 shares · 0.0% of their software$242KNew · Flat
- Global-EGLBE6,292 shares · 0.0% of their software$242KFlat
- Clearwater AnalyticsCWAN9,036 shares · 0.0% of their software$228KNew
- BrazeBRZE7,039 shares · 0.0% of their software$228K−$697K
- BlackbaudBLKB2,657 shares · 0.0% of their software$225KFlat
- Rapid7RPD5,551 shares · 0.0% of their software$221KFlat
- StoneCo Ltd.STNE18,515 shares · 0.0% of their software$208KFlat
- BlackLineBL3,711 shares · 0.0% of their software$205KNew · Flat
- Alight, Inc.ALIT26,472 shares · 0.0% of their software$196KFlat
- FreshworksFRSH13,148 shares · 0.0% of their software$151KFlat
- Cognyte Software Ltd.CGNT20,981 shares · 0.0% of their software$142KFlat
- Core Scientific, Inc.CORZ11,260 shares · 0.0% of their software$134KNew · Flat
- eGain CorporationEGAN24,980 shares · 0.0% of their software$127KFlat
- Sabre CorporationSABR24,288 shares · 0.0% of their software$89KFlat
- SoundHound AI, Inc.SOUN18,188 shares · 0.0% of their software$85KNew · Flat
- Yalla Group LimitedYALA18,527 shares · 0.0% of their software$84KFlat
- Cerence Inc.CRNC20,899 shares · 0.0% of their software$66KNew · Flat
- Blend Labs, Inc.BLND14,611 shares · 0.0% of their software$55KNew · Flat
- Rimini Street, Inc.RMNI28,676 shares · 0.0% of their software$53KFlat