Generalist · Toronto Ontario, Canada
Mackenzie Financial
Q4 2024 · compared with Q3 2024
Filed as Mackenzie Financial Corp
- Software
- $7.6B
- Weight of 13F
- 10.9%
- Names
- 138
- Net bought
- +$830M
Filed 14 February 2025 · SEC filing.
1,634 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
- MicrosoftMSFT5,680,071 shares · 31.8% of their software · price −$50.0M$2.4B+$220M
- ShopifySHOP7,222,328 shares · 10.7% of their software · price +$189M$818M−$14.7M
- Roper Technologies, Inc.ROP1,165,053 shares · 6.1% of their software · price −$42.6M$467M+$10.8M
- OracleORCL2,883,060 shares · 5.7% of their software · price −$10.8M$435M+$56.9M
- CadenceCDNS1,286,331 shares · 5.1% of their software · price +$37.9M$390M+$3.6M
- DescartesDSGX4,947,789 shares · 5.1% of their software · price +$52.6M$389M+$288M
- AkamaiAKAM2,427,580 shares · 2.7% of their software · price −$12.9M$203M+$8.3M
- Automatic Data Processing, Inc.ADP695,264 shares · 2.6% of their software · price +$11.1M$199M−$5.7M
- SalesforceCRM585,861 shares · 2.6% of their software · price +$35.5M$196M+$80.3M
- CoStarCSGP2,935,559 shares · 2.5% of their software · price −$11.3M$193M+$9.7M
- ServiceNowNOW173,896 shares · 2.3% of their software · price +$28.8M$177M+$36.7M
- IntuitINTU270,661 shares · 2.2% of their software · price +$2.0M$168M−$10.6M
- OpenTextOTEX5,383,106 shares · 2.2% of their software · price −$26.7M$166M−$18.1M
- VeriskVRSK644,855 shares · 1.9% of their software · price +$4.8M$142M+$26.5M
- TenableTENB3,882,967 shares · 1.7% of their software · price −$4.4M$129M−$12.0M
- DoubleVerifyDV5,661,283 shares · 1.4% of their software · price +$13.4M$109M+$16.0M
- VeriSign, Inc.VRSN452,944 shares · 1.2% of their software · price +$7.7M$93.9M−$5.0M
- SS&CSSNC1,202,399 shares · 1.2% of their software · price +$1.9M$89.8M+$3.6M
- WorkdayWDAY241,808 shares · 0.8% of their software · price +$3.3M$62.9M+$26.0M
- Fiserv, Inc.FISV394,288 shares · 0.8% of their software · price +$10.2M$62.8M+$15.0M
- JFrogFROG1,996,012 shares · 0.8% of their software · price +$739K$57.9M+$28.1M
- Uber Technologies, Inc.UBER847,313 shares · 0.6% of their software · price −$12.6M$45.5M+$23.3M
- DropboxDBX1,316,593 shares · 0.5% of their software · price +$6.1M$37.7M−$3.7M
- CommvaultCVLT242,323 shares · 0.5% of their software · price −$712K$36.0M−$69.2M
- NutanixNTNX536,834 shares · 0.4% of their software · price +$1.0M$31.7M−$3.9M
- AdobeADBE66,999 shares · 0.4% of their software · price −$4.9M$30.2M+$1.3M
- NetApp, Inc.NTAP243,504 shares · 0.4% of their software · price −$1.8M$26.7M+$23.7M
- SynopsysSNPS51,814 shares · 0.3% of their software · price −$1.1M$25.1M+$4.7M
- UiPathPATH1,797,197 shares · 0.3% of their software$23.0M−$766K
- GoDaddyGDDY121,185 shares · 0.3% of their software · price +$4.9M$22.9M+$1.7M
- CrowdStrikeCRWD60,226 shares · 0.3% of their software · price +$3.7M$21.0M+$5.3M
- BroadridgeBR225,962 shares · 0.3% of their software · price +$2.5M$20.5M−$20.9M
- AtlassianTEAM82,001 shares · 0.3% of their software · price +$6.9M$19.9M+$762K
- Paychex, Inc.PAYX154,968 shares · 0.3% of their software · price +$934K$19.2M+$677K
- PalantirPLTR235,979 shares · 0.2% of their software · price +$9.1M$18.3M+$1.9M
- Palo Alto NetworksPANW85,437 shares · 0.2% of their software · price −$13.7M$15.8MSplit
- Manhattan AssociatesMANH81,965 shares · 0.2% of their software · price −$913K$15.7M+$11.7M
- DoceboDCBO322,454 shares · 0.2% of their software$14.4M+$13.9M
- CertaraCERT1,676,238 shares · 0.2% of their software · price −$1.8M$13.7MNew · +$19.6M
- FortinetFTNT138,827 shares · 0.2% of their software · price +$2.4M$12.9M+$6.2M
- GuidewireGWRE70,155 shares · 0.2% of their software · price −$1.0M$11.7MNew · +$12.8M
- AppLovinAPP30,499 shares · 0.1% of their software · price +$5.9M$10.2M+$2.8M
- DatadogDDOG57,542 shares · 0.1% of their software · price +$1.6M$8.3M+$4.3M
- PegasystemsPEGA92,554 shares · 0.1% of their software · price +$1.9M$8.1M−$2.8M
- Amdocs LimitedDOX95,938 shares · 0.1% of their software$7.7M+$771K
- AutodeskADSK25,775 shares · 0.1% of their software · price +$518K$7.5M+$1.5M
- BoxBOX341,606 shares · 0.1% of their software$7.5M+$2.5M
- Rackspace Technology, Inc.RXT3,261,615 shares · 0.1% of their software · price −$783K$7.1M−$6.2M
- VeevaVEEV32,742 shares · 0.1% of their software$6.8M+$1.4M
- Fair IsaacFICO7,937 shares · 0.1% of their software$6.4M+$1.3M
- ZoomZM70,955 shares · 0.1% of their software · price +$842K$5.7M+$2.5M
- LightspeedLSPD360,221 shares · 0.1% of their software$5.5M+$3.6M
- ToastTOST147,553 shares · 0.1% of their software · price +$1.2M$5.4MFlat
- DoximityDOCS133,802 shares · 0.1% of their software · price +$1.3M$5.2MNew · +$5.8M
- WixWIX29,395 shares · 0.1% of their software · price +$1.4M$5.1M+$3.3M
- Block, Inc.XYZ54,068 shares · 0.1% of their software · price +$966K$4.7M−$2.6M
- The Trade DeskTTD55,648 shares · 0.1% of their software$4.6M+$2.2M
- RingCentralRNG127,406 shares · 0.1% of their software$4.5M+$1.5M
- Strategy IncMSTR13,460 shares · 0.1% of their software · price +$1.6M$4.2M+$951K
- ACI WorldwideACIW90,437 shares · 0.1% of their software$4.1M+$1.0M
- TeradataTDC128,650 shares · 0.1% of their software$3.9M+$1.1M
- Check PointCHKP20,730 shares · 0.0% of their software$3.3MFlat
- LiveRamp Holdings, Inc.RAMP117,821 shares · 0.0% of their software · price +$659K$3.1M+$901K
- Zeta GlobalZETA170,552 shares · 0.0% of their software · price −$2.0M$3.1M+$3.8M
- SnowflakeSNOW19,956 shares · 0.0% of their software · price +$789K$3.1MFlat
- FactSetFDS6,161 shares · 0.0% of their software$3.0MFlat
- A10 Networks, Inc.ATEN155,274 shares · 0.0% of their software · price +$615K$2.7M+$828K
- Lyft, Inc.LYFT185,684 shares · 0.0% of their software$2.4MNew · +$2.4M
- NetScout Systems, Inc.NTCT121,495 shares · 0.0% of their software$2.4M+$1.2M
- ProgressPRGS36,562 shares · 0.0% of their software$2.3MFlat
- PagerDutyPD111,356 shares · 0.0% of their software$1.9M+$1.7M
- HubSpotHUBS2,830 shares · 0.0% of their software$1.8MFlat
- CloudflareNET14,641 shares · 0.0% of their software$1.6MFlat
- PaycomPAYC8,121 shares · 0.0% of their software$1.6MFlat
- TwilioTWLO13,243 shares · 0.0% of their software · price +$568K$1.4MFlat
- BlackBerry LimitedBB353,306 shares · 0.0% of their software$1.3MFlat
- MongoDBMDB5,731 shares · 0.0% of their software$1.3M+$501K
- ElasticESTC13,306 shares · 0.0% of their software$1.3MFlat
- SentinelOneS55,145 shares · 0.0% of their software$1.2MFlat
- Gen DigitalGEN111,908 shares · 0.0% of their software$1.2MFlat
- Sportradar Group AGSRAD71,256 shares · 0.0% of their software$1.2MNew · +$863K
- OneSpan Inc.OSPN66,535 shares · 0.0% of their software$1.2M+$700K
- OktaOKTA13,920 shares · 0.0% of their software$1.1MFlat
- Alarm.com Holdings, Inc.ALRM20,611 shares · 0.0% of their software$1.1MFlat
- CourseraCOUR125,444 shares · 0.0% of their software$1.0MNew · +$996K
- ZscalerZS5,366 shares · 0.0% of their software$964KFlat
- Grab Holdings LimitedGRAB202,263 shares · 0.0% of their software$961KFlat
- SamsaraIOT20,248 shares · 0.0% of their software$875KFlat
- Adeia Inc.ADEA135,008 shares · 0.0% of their software$822KFlat
- Corpay, Inc.CPAY5,792 shares · 0.0% of their software$817KFlat
- PTCPTC10,868 shares · 0.0% of their software · Implied price is far from the quarter-end close$798K—
- Sabre CorporationSABR214,300 shares · 0.0% of their software$748K+$697K
- Cellebrite DI Ltd.CLBT35,217 shares · 0.0% of their software$712KNew · +$593K
- Calix, Inc.CALX23,710 shares · 0.0% of their software$709K+$565K
- TrimbleTRMB22,947 shares · 0.0% of their software · Implied price is far from the quarter-end close$647K—
- 8x8EGHT239,052 shares · 0.0% of their software$550K—
- monday.comMNDY2,430 shares · 0.0% of their software$547KFlat
- F5, Inc.FFIV5,462 shares · 0.0% of their software · Implied price is far from the quarter-end close$541K—
- Viant Technology Inc.DSP27,426 shares · 0.0% of their software$514KNew · Flat
- Commerce.com, Inc.CMRC78,796 shares · 0.0% of their software$473KNew · Flat
- SoundHound AI, Inc.SOUN20,831 shares · 0.0% of their software$465KFlat
- Payoneer Global Inc.PAYO46,915 shares · 0.0% of their software$456KFlat
- VaronisVRNS7,170 shares · 0.0% of their software$446KFlat
- PaylocityPCTY3,574 shares · 0.0% of their software$434KNew · +$590K
- Euronet Worldwide, Inc.EEFT4,396 shares · 0.0% of their software$431KFlat
- Paysafe LimitedPSFE25,253 shares · 0.0% of their software$421KNew · +$566K
- N-ableNABL46,581 shares · 0.0% of their software$396KFlat
- AlkamiALKT26,509 shares · 0.0% of their software · Implied price is far from the quarter-end close$386K—
- MorningstarMORN2,716 shares · 0.0% of their software$367KNew · +$867K
- Global-EGLBE6,740 shares · 0.0% of their software$357KFlat
- Q2QTWO3,740 shares · 0.0% of their software$355KFlat
- Rimini Street, Inc.RMNI152,660 shares · 0.0% of their software$331KFlat
- QualysQLYS2,368 shares · 0.0% of their software$315KFlat
- YextYEXT73,557 shares · 0.0% of their software$302K−$710K
- Clearwater AnalyticsCWAN10,996 shares · 0.0% of their software$294K—
- SemrushSEMR25,887 shares · 0.0% of their software$285KNew
- Ooma, Inc.OOMA47,109 shares · 0.0% of their software$284KSplit
- DocuSignDOCU3,144 shares · 0.0% of their software$283K−$3.2M
- BrazeBRZE6,613 shares · 0.0% of their software$265KFlat
- DomoDOMO76,117 shares · 0.0% of their software$238K—
- Cerence Inc.CRNC29,172 shares · 0.0% of their software$234KFlat
- EVERTEC, Inc.EVTC10,667 shares · 0.0% of their software$233KNew · Flat
- C3.aiAI6,642 shares · 0.0% of their software$232KNew · Flat
- SoundThinking, Inc.SSTI42,864 shares · 0.0% of their software$225KNew · Flat
- BlackLineBL3,711 shares · 0.0% of their software$224KFlat
- eGain CorporationEGAN90,688 shares · 0.0% of their software · Implied price is far from the quarter-end close$222K—
- Health CatalystHCAT35,094 shares · 0.0% of their software$213KNew · Flat
- Bandwidth Inc.BAND26,821 shares · 0.0% of their software$209KNew · Flat
- Remitly Global, Inc.RELY9,357 shares · 0.0% of their software$201KNew · Flat
- FreshworksFRSH13,148 shares · 0.0% of their software$199KFlat
- Alight, Inc.ALIT26,472 shares · 0.0% of their software$173KFlat
- Core Scientific, Inc.CORZ11,260 shares · 0.0% of their software$150KFlat
- StoneCo Ltd.STNE18,515 shares · 0.0% of their software$146KFlat
- Blend Labs, Inc.BLND35,067 shares · 0.0% of their software$133KFlat
- CS Disco, Inc.LAW20,635 shares · 0.0% of their software$100KNew · Flat
- PagSeguro Digital Ltd.PAGS12,513 shares · 0.0% of their software$77KFlat
- EverCommerceEVCM11,511 shares · 0.0% of their software$74KNew · Flat
- Yalla Group LimitedYALA14,382 shares · 0.0% of their software$58KFlat