Generalist · Toronto Ontario, Canada
Mackenzie Financial
Q1 2025 · compared with Q4 2024
Filed as Mackenzie Financial Corp
- Software
- $7.1B
- Weight of 13F
- 10.0%
- Names
- 135
- Net bought
- −$526M
Filed 7 May 2025 · SEC filing.
1,653 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
- MicrosoftMSFT5,424,255 shares · 28.8% of their software · price −$250M$2.0B−$108M
- ShopifySHOP8,648,734 shares · 11.6% of their software · price −$93.8M$823M+$152M
- Roper Technologies, Inc.ROP1,158,230 shares · 9.7% of their software · price +$80.8M$683MFlat
- Automatic Data Processing, Inc.ADP1,585,704 shares · 6.9% of their software · price +$20.3M$484M+$261M
- DescartesDSGX3,864,448 shares · 5.5% of their software · price −$49.3M$389M−$123M
- OracleORCL1,954,652 shares · 3.9% of their software · price −$52.4M$273M−$155M
- AkamaiAKAM2,483,991 shares · 2.8% of their software · price −$37.6M$200M+$5.4M
- CoStarCSGP2,463,354 shares · 2.8% of their software · price +$18.8M$195M−$33.8M
- VeriskVRSK631,593 shares · 2.7% of their software · price +$14.0M$188M−$3.7M
- OpenTextOTEX5,876,003 shares · 2.1% of their software · price −$18.0M$148M+$14.0M
- CadenceCDNS568,065 shares · 2.0% of their software · price −$26.2M$144M−$216M
- VeriSign, Inc.VRSN559,389 shares · 2.0% of their software · price +$26.2M$142M+$22.0M
- SalesforceCRM528,132 shares · 2.0% of their software · price −$34.8M$142M−$19.3M
- TenableTENB3,747,785 shares · 1.9% of their software · price −$16.5M$131M−$5.3M
- ServiceNowNOW154,860 shares · 1.7% of their software · price −$40.9M$123M−$20.2M
- SS&CSSNC1,108,979 shares · 1.3% of their software · price +$8.6M$92.6M−$7.1M
- IntuitINTU126,330 shares · 1.1% of their software · price −$1.8M$77.6M−$90.7M
- DoubleVerifyDV5,752,688 shares · 1.1% of their software · price −$33.6M$76.9M+$1.8M
- Fiserv, Inc.FISV291,375 shares · 0.9% of their software · price +$4.5M$64.3M−$21.1M
- WorkdayWDAY236,495 shares · 0.8% of their software · price −$5.8M$55.2M−$1.4M
- JFrogFROG1,394,238 shares · 0.6% of their software · price +$3.6M$44.6M−$17.7M
- BroadridgeBR176,321 shares · 0.6% of their software · price +$2.9M$42.8M−$11.2M
- Uber Technologies, Inc.UBER535,275 shares · 0.6% of their software · price +$6.7M$39.0M−$18.8M
- DropboxDBX1,024,965 shares · 0.4% of their software · price −$3.4M$27.4M−$8.8M
- AdobeADBE64,915 shares · 0.4% of their software · price −$4.0M$24.9M−$927K
- Paychex, Inc.PAYX159,158 shares · 0.3% of their software · price +$2.2M$24.6M+$588K
- PalantirPLTR265,937 shares · 0.3% of their software · price +$2.3M$22.4M+$2.3M
- NutanixNTNX306,284 shares · 0.3% of their software · price +$2.6M$21.4M−$14.1M
- FortinetFTNT197,082 shares · 0.3% of their software$19.0M+$5.5M
- NetApp, Inc.NTAP207,586 shares · 0.3% of their software · price −$5.9M$18.2M−$4.2M
- CertaraCERT1,793,327 shares · 0.3% of their software · price −$1.3M$17.8M+$1.2M
- GoDaddyGDDY92,987 shares · 0.2% of their software · price −$1.6M$16.8M−$5.6M
- BoxBOX486,433 shares · 0.2% of their software$15.0M+$4.6M
- Palo Alto NetworksPANW85,046 shares · 0.2% of their software · price −$963K$14.5MFlat
- CrowdStrikeCRWD40,598 shares · 0.2% of their software$14.3M−$6.7M
- Fair IsaacFICO7,594 shares · 0.2% of their software · price −$1.1M$14.0M−$683K
- PegasystemsPEGA173,609 shares · 0.2% of their software · price −$4.1M$12.1M+$7.6M
- AtlassianTEAM51,813 shares · 0.2% of their software · price −$1.6M$11.0M−$7.3M
- DoceboDCBO381,156 shares · 0.2% of their software · price −$6.1M$11.0M+$2.6M
- Amdocs LimitedDOX104,503 shares · 0.1% of their software · price +$665K$9.6M+$729K
- SynopsysSNPS20,900 shares · 0.1% of their software · price −$1.2M$9.0M−$15.0M
- ACI WorldwideACIW150,533 shares · 0.1% of their software$8.2M+$3.1M
- AutodeskADSK29,143 shares · 0.1% of their software · price −$984K$7.6M+$995K
- Gen DigitalGEN257,562 shares · 0.1% of their software$6.8M+$4.0M
- AppLovinAPP22,665 shares · 0.1% of their software · price −$1.3M$6.0M−$2.5M
- CommvaultCVLT37,553 shares · 0.1% of their software$5.9M−$30.9M
- Check PointCHKP24,208 shares · 0.1% of their software · price +$998K$5.5M+$649K
- ZoomZM73,878 shares · 0.1% of their software · price −$579K$5.4MFlat
- Strategy IncMSTR17,698 shares · 0.1% of their software$5.1M+$1.2M
- ToastTOST146,660 shares · 0.1% of their software$4.9MFlat
- RingCentralRNG192,958 shares · 0.1% of their software · price −$2.0M$4.8M+$2.3M
- VeevaVEEV19,221 shares · 0.1% of their software$4.5M−$2.8M
- SnowflakeSNOW26,695 shares · 0.1% of their software$3.9M+$1.0M
- Rackspace Technology, Inc.RXT2,252,017 shares · 0.1% of their software · price −$1.2M$3.8M−$2.2M
- LiveRamp Holdings, Inc.RAMP143,300 shares · 0.1% of their software · price −$606K$3.7M+$774K
- Sportradar Group AGSRAD170,176 shares · 0.1% of their software · price +$728K$3.7M+$1.7M
- UiPathPATH343,298 shares · 0.1% of their software · price −$827K$3.5M−$18.5M
- FactSetFDS7,476 shares · 0.0% of their software$3.4M+$632K
- TeradataTDC138,736 shares · 0.0% of their software · price −$1.2M$3.1MFlat
- NetScout Systems, Inc.NTCT139,643 shares · 0.0% of their software$2.9MFlat
- DatadogDDOG25,893 shares · 0.0% of their software · price −$1.1M$2.6M−$4.5M
- The Trade DeskTTD46,190 shares · 0.0% of their software · price −$2.9M$2.5M−$1.1M
- Adeia Inc.ADEA186,109 shares · 0.0% of their software$2.5M+$714K
- PagerDutyPD134,350 shares · 0.0% of their software$2.5MFlat
- PTCPTC15,691 shares · 0.0% of their software$2.4M—
- Corpay, Inc.CPAY6,782 shares · 0.0% of their software$2.4MFlat
- A10 Networks, Inc.ATEN134,265 shares · 0.0% of their software$2.2MFlat
- Block, Inc.XYZ40,355 shares · 0.0% of their software · price −$1.2M$2.2M−$1.2M
- CloudflareNET18,088 shares · 0.0% of their software$2.0MFlat
- ProgressPRGS38,112 shares · 0.0% of their software · price −$520K$2.0MFlat
- HubSpotHUBS3,344 shares · 0.0% of their software$1.9MFlat
- Tyler TechnologiesTYL3,086 shares · 0.0% of their software$1.8MNew · +$1.8M
- Ooma, Inc.OOMA128,555 shares · 0.0% of their software$1.7M+$1.1M
- TrimbleTRMB25,341 shares · 0.0% of their software$1.7M—
- Lyft, Inc.LYFT135,598 shares · 0.0% of their software$1.6M−$646K
- SoundThinking, Inc.SSTI94,362 shares · 0.0% of their software$1.6M+$673K
- F5, Inc.FFIV5,846 shares · 0.0% of their software$1.6M—
- DoximityDOCS26,281 shares · 0.0% of their software$1.5M−$5.7M
- OktaOKTA14,130 shares · 0.0% of their software$1.5MFlat
- BlackBerry LimitedBB376,884 shares · 0.0% of their software$1.4MFlat
- YextYEXT214,070 shares · 0.0% of their software$1.3M+$894K
- LightspeedLSPD149,738 shares · 0.0% of their software · price −$970K$1.3M−$3.2M
- ZscalerZS6,326 shares · 0.0% of their software$1.3MFlat
- WixWIX7,607 shares · 0.0% of their software$1.2M−$4.7M
- Zeta GlobalZETA90,767 shares · 0.0% of their software$1.2M−$1.4M
- TwilioTWLO12,531 shares · 0.0% of their software$1.2MFlat
- GuidewireGWRE6,508 shares · 0.0% of their software$1.2M−$10.7M
- Sabre CorporationSABR400,492 shares · 0.0% of their software$1.1M+$680K
- Calix, Inc.CALX29,997 shares · 0.0% of their software$1.1MFlat
- MorningstarMORN3,372 shares · 0.0% of their software$1.0MFlat
- AlkamiALKT37,246 shares · 0.0% of their software$978K—
- VaronisVRNS23,947 shares · 0.0% of their software$969K+$745K
- DomoDOMO124,433 shares · 0.0% of their software$966K—
- ElasticESTC10,663 shares · 0.0% of their software$950KFlat
- MongoDBMDB5,012 shares · 0.0% of their software$879KFlat
- Alarm.com Holdings, Inc.ALRM15,574 shares · 0.0% of their software$867KFlat
- Clear Secure, Inc.YOU33,379 shares · 0.0% of their software$865KNew · +$889K
- OneSpan Inc.OSPN51,853 shares · 0.0% of their software$791KFlat
- CourseraCOUR115,975 shares · 0.0% of their software$772KFlat
- FreshworksFRSH51,521 shares · 0.0% of their software$727K+$620K
- Manhattan AssociatesMANH4,102 shares · 0.0% of their software$710K−$21.0M
- Grab Holdings LimitedGRAB150,880 shares · 0.0% of their software$683KFlat
- Five9FIVN23,782 shares · 0.0% of their software$646KNew · +$967K
- Commerce.com, Inc.CMRC101,494 shares · 0.0% of their software$585KFlat
- monday.comMNDY2,360 shares · 0.0% of their software$574KFlat
- Mitek Systems, Inc.MITK61,260 shares · 0.0% of their software$505KNew · +$682K
- Euronet Worldwide, Inc.EEFT4,396 shares · 0.0% of their software$470KFlat
- InterDigital, Inc.IDCC2,235 shares · 0.0% of their software$462KNew · Flat
- BILLBILL9,940 shares · 0.0% of their software$456KNew · +$842K
- SemrushSEMR45,199 shares · 0.0% of their software$422K—
- PhreesiaPHR16,209 shares · 0.0% of their software$414KNew · Flat
- DynatraceDT8,287 shares · 0.0% of their software$391KNew · Flat
- Payoneer Global Inc.PAYO52,294 shares · 0.0% of their software$382KFlat
- Viant Technology Inc.DSP29,347 shares · 0.0% of their software$364KFlat
- N-ableNABL51,351 shares · 0.0% of their software$364KFlat
- PaycomPAYC1,633 shares · 0.0% of their software$357K−$1.3M
- Q2QTWO4,350 shares · 0.0% of their software$348KFlat
- PagSeguro Digital Ltd.PAGS42,224 shares · 0.0% of their software$322KFlat
- 8x8EGHT160,572 shares · 0.0% of their software$321K—
- PaylocityPCTY1,629 shares · 0.0% of their software$305KFlat
- QualysQLYS2,368 shares · 0.0% of their software$298KFlat
- DocuSignDOCU3,455 shares · 0.0% of their software$281KFlat
- Clearwater AnalyticsCWAN10,428 shares · 0.0% of their software$279K—
- EverCommerceEVCM26,372 shares · 0.0% of their software$266KFlat
- WorkivaWK3,265 shares · 0.0% of their software$248KNew · Flat
- Rimini Street, Inc.RMNI69,191 shares · 0.0% of their software$241KFlat
- Global-EGLBE6,540 shares · 0.0% of their software$233KFlat
- Paysafe LimitedPSFE13,148 shares · 0.0% of their software$206KFlat
- StoneCo Ltd.STNE18,515 shares · 0.0% of their software$194KFlat
- SoundHound AI, Inc.SOUN20,131 shares · 0.0% of their software$163KFlat
- Alight, Inc.ALIT26,472 shares · 0.0% of their software$157KFlat
- Blend Labs, Inc.BLND41,511 shares · 0.0% of their software$139KFlat
- eGain CorporationEGAN21,984 shares · 0.0% of their software$107K—
- Core Scientific, Inc.CORZ11,260 shares · 0.0% of their software$82KFlat
- CS Disco, Inc.LAW13,153 shares · 0.0% of their software$54KFlat