Generalist · Toronto Ontario, Canada
Mackenzie Financial
Q2 2025 · compared with Q1 2025
Filed as Mackenzie Financial Corp
- Software
- $8.2B
- Weight of 13F
- 10.7%
- Names
- 143
- Net bought
- −$23.2M
Filed 13 August 2025 · SEC filing.
1,681 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
- MicrosoftMSFT5,661,415 shares · 34.2% of their software · price +$691M$2.8B+$89.0M
- ShopifySHOP9,291,485 shares · 13.0% of their software · price +$185M$1.1B+$61.4M
- Roper Technologies, Inc.ROP1,102,032 shares · 7.6% of their software · price −$25.1M$625M−$33.1M
- Automatic Data Processing, Inc.ADP1,784,778 shares · 6.7% of their software · price +$5.1M$550M+$60.8M
- DescartesDSGX3,944,757 shares · 4.9% of their software · price +$3.2M$401M+$8.1M
- OracleORCL1,175,199 shares · 3.1% of their software · price +$92.6M$257M−$109M
- VeriskVRSK806,170 shares · 3.0% of their software · price +$11.2M$251M+$52.0M
- ServiceNowNOW200,016 shares · 2.5% of their software · price +$46.4M$206M+$36.0M
- AkamaiAKAM2,356,071 shares · 2.3% of their software · price −$1.7M$188M−$10.3M
- CadenceCDNS548,745 shares · 2.1% of their software · price +$29.5M$169M−$4.9M
- CoStarCSGP1,863,725 shares · 1.8% of their software · price +$2.2M$150M−$47.5M
- SalesforceCRM499,239 shares · 1.7% of their software · price +$2.2M$136M−$7.8M
- IntuitINTU144,740 shares · 1.4% of their software · price +$25.1M$114M+$11.3M
- Uber Technologies, Inc.UBER1,210,277 shares · 1.4% of their software · price +$24.7M$113M+$49.2M
- VeriSign, Inc.VRSN380,237 shares · 1.3% of their software · price +$13.3M$110M−$45.5M
- TenableTENB2,690,038 shares · 1.1% of their software · price −$3.2M$90.9M−$37.0M
- OpenTextOTEX2,970,895 shares · 1.1% of their software · price +$11.7M$86.9M−$73.4M
- SS&CSSNC1,042,300 shares · 1.0% of their software · price −$761K$86.3M−$5.6M
- DoubleVerifyDV5,611,246 shares · 1.0% of their software · price +$9.0M$84.0M−$1.9M
- WorkdayWDAY188,863 shares · 0.5% of their software · price +$1.2M$45.3M−$11.1M
- BroadridgeBR160,831 shares · 0.5% of their software$39.1M−$3.8M
- PalantirPLTR267,493 shares · 0.4% of their software · price +$13.9M$36.5MFlat
- PTCPTC211,197 shares · 0.4% of their software · price +$3.7M$36.4M+$30.3M
- AdobeADBE83,460 shares · 0.4% of their software$32.3M+$7.1M
- DropboxDBX1,085,556 shares · 0.4% of their software · price +$2.1M$31.0M+$1.6M
- CertaraCERT2,648,549 shares · 0.4% of their software · price +$4.8M$31.0M+$8.5M
- FortinetFTNT236,213 shares · 0.3% of their software · price +$2.2M$25.0M+$3.8M
- NutanixNTNX312,015 shares · 0.3% of their software · price +$2.1M$23.9MFlat
- Lyft, Inc.LYFT1,328,352 shares · 0.3% of their software · price +$5.2M$20.9M+$14.2M
- CrowdStrikeCRWD38,260 shares · 0.2% of their software · price +$6.0M$19.5M−$824K
- BoxBOX560,329 shares · 0.2% of their software · price +$1.9M$19.1M+$2.3M
- JFrogFROG413,180 shares · 0.2% of their software · price +$4.9M$18.1M−$31.4M
- Palo Alto NetworksPANW87,031 shares · 0.2% of their software · price +$3.0M$17.8MFlat
- Paychex, Inc.PAYX117,531 shares · 0.2% of their software · price −$1.0M$17.1M−$6.4M
- GoDaddyGDDY91,289 shares · 0.2% of their software$16.4MFlat
- NetApp, Inc.NTAP130,617 shares · 0.2% of their software · price +$2.4M$13.9M−$6.8M
- Fiserv, Inc.FISV76,056 shares · 0.2% of their software · price −$3.7M$13.1M−$47.5M
- Fair IsaacFICO6,768 shares · 0.2% of their software$12.4M−$1.5M
- AutodeskADSK37,399 shares · 0.1% of their software · price +$1.8M$11.6M+$2.2M
- SynopsysSNPS20,968 shares · 0.1% of their software · price +$1.8M$10.7MFlat
- PegasystemsPEGA198,467 shares · 0.1% of their software · price −$3.1M$10.7M+$1.7M
- Gen DigitalGEN359,142 shares · 0.1% of their software · price +$1.0M$10.6M+$2.7M
- DoceboDCBO335,017 shares · 0.1% of their software$9.7M−$1.3M
- AtlassianTEAM47,786 shares · 0.1% of their software$9.7M−$855K
- AppLovinAPP27,056 shares · 0.1% of their software · price +$2.3M$9.5M+$1.2M
- Strategy IncMSTR20,298 shares · 0.1% of their software · price +$2.4M$8.2M+$750K
- ToastTOST175,365 shares · 0.1% of their software · price +$2.0M$7.8M+$952K
- Check PointCHKP34,531 shares · 0.1% of their software$7.6M+$2.4M
- Amdocs LimitedDOX80,614 shares · 0.1% of their software$7.4M−$2.2M
- ACI WorldwideACIW149,731 shares · 0.1% of their software · price −$1.3M$6.9MFlat
- ElasticESTC77,005 shares · 0.1% of their software$6.5M+$5.9M
- RingCentralRNG224,177 shares · 0.1% of their software · price +$805K$6.4M+$773K
- SnowflakeSNOW28,296 shares · 0.1% of their software · price +$2.2M$6.3MFlat
- VeevaVEEV20,291 shares · 0.1% of their software · price +$1.1M$5.8MFlat
- ZoomZM69,279 shares · 0.1% of their software$5.4MFlat
- LiveRamp Holdings, Inc.RAMP161,632 shares · 0.1% of their software · price +$1.1M$5.3MFlat
- ZscalerZS14,780 shares · 0.1% of their software · price +$1.7M$4.6M+$1.7M
- CommvaultCVLT25,867 shares · 0.1% of their software$4.5M−$1.8M
- A10 Networks, Inc.ATEN230,511 shares · 0.1% of their software · price +$694K$4.5M+$1.6M
- VaronisVRNS84,611 shares · 0.1% of their software · price +$871K$4.3M+$2.5M
- NetScout Systems, Inc.NTCT153,041 shares · 0.0% of their software · price +$582K$3.8MFlat
- CloudflareNET19,345 shares · 0.0% of their software · price +$1.6M$3.8MFlat
- FactSetFDS8,440 shares · 0.0% of their software$3.8MFlat
- TeradataTDC160,351 shares · 0.0% of their software$3.6MFlat
- PagerDutyPD232,685 shares · 0.0% of their software · price −$696K$3.6M+$1.8M
- Adeia Inc.ADEA241,477 shares · 0.0% of their software$3.4M+$732K
- UiPathPATH257,705 shares · 0.0% of their software · price +$644K$3.3M−$882K
- Block, Inc.XYZ42,744 shares · 0.0% of their software · price +$581K$2.9MFlat
- The Trade DeskTTD40,211 shares · 0.0% of their software · price +$694K$2.9MFlat
- F5, Inc.FFIV9,813 shares · 0.0% of their software$2.9M+$1.1M
- DatadogDDOG20,989 shares · 0.0% of their software · price +$737K$2.8MFlat
- HubSpotHUBS4,842 shares · 0.0% of their software$2.7M+$856K
- CoreWeave, Inc.CRWV15,585 shares · 0.0% of their software · price +$2.0M$2.5MNew · +$578K
- Tyler TechnologiesTYL4,190 shares · 0.0% of their software$2.5M+$642K
- Bentley SystemsBSY44,516 shares · 0.0% of their software · price +$651K$2.4MNew · +$1.8M
- Corpay, Inc.CPAY7,011 shares · 0.0% of their software$2.3MFlat
- DomoDOMO153,437 shares · 0.0% of their software$2.1M—
- TrimbleTRMB27,694 shares · 0.0% of their software$2.1MFlat
- TwilioTWLO16,385 shares · 0.0% of their software$2.0MFlat
- OktaOKTA19,375 shares · 0.0% of their software$1.9M+$552K
- LightspeedLSPD156,500 shares · 0.0% of their software$1.8MFlat
- BlackBerry LimitedBB397,592 shares · 0.0% of their software$1.8MFlat
- Ooma, Inc.OOMA132,095 shares · 0.0% of their software$1.7MFlat
- Sabre CorporationSABR530,581 shares · 0.0% of their software$1.7MFlat
- YextYEXT192,651 shares · 0.0% of their software$1.6MFlat
- Remitly Global, Inc.RELY86,789 shares · 0.0% of their software$1.6MNew · +$1.8M
- FreshworksFRSH107,779 shares · 0.0% of their software$1.6M+$794K
- DocuSignDOCU20,415 shares · 0.0% of their software$1.6M+$1.4M
- Calix, Inc.CALX28,261 shares · 0.0% of their software · price +$502K$1.5MFlat
- GuidewireGWRE6,260 shares · 0.0% of their software$1.5MFlat
- WixWIX9,252 shares · 0.0% of their software$1.5MFlat
- SoundThinking, Inc.SSTI109,999 shares · 0.0% of their software$1.4MFlat
- ePlus inc.PLUS19,370 shares · 0.0% of their software$1.4MNew · +$1.2M
- DuolingoDUOL3,324 shares · 0.0% of their software$1.4MNew · +$1.0M
- InterDigital, Inc.IDCC4,850 shares · 0.0% of their software$1.1M+$541K
- MorningstarMORN3,372 shares · 0.0% of their software$1.1MFlat
- MongoDBMDB4,959 shares · 0.0% of their software$1.0MFlat
- ProgressPRGS15,099 shares · 0.0% of their software$964K−$1.2M
- Rapid7RPD40,088 shares · 0.0% of their software$927KNew · +$1.1M
- Alarm.com Holdings, Inc.ALRM16,181 shares · 0.0% of their software$915KFlat
- monday.comMNDY2,835 shares · 0.0% of their software$892KFlat
- Grab Holdings LimitedGRAB174,204 shares · 0.0% of their software$876KFlat
- Mitek Systems, Inc.MITK87,909 shares · 0.0% of their software$870KFlat
- BILLBILL18,540 shares · 0.0% of their software$858KFlat
- Cellebrite DI Ltd.CLBT52,860 shares · 0.0% of their software$846KNew · +$1.0M
- Five9FIVN31,628 shares · 0.0% of their software$838KFlat
- OneSpan Inc.OSPN47,053 shares · 0.0% of their software$785KFlat
- Blend Labs, Inc.BLND227,157 shares · 0.0% of their software$750K+$622K
- SamsaraIOT17,854 shares · 0.0% of their software$710KNew · +$684K
- Commerce.com, Inc.CMRC116,446 shares · 0.0% of their software$582KFlat
- PhreesiaPHR16,209 shares · 0.0% of their software$461KFlat
- DynatraceDT8,287 shares · 0.0% of their software$458KFlat
- Euronet Worldwide, Inc.EEFT4,396 shares · 0.0% of their software$446KFlat
- Cognyte Software Ltd.CGNT48,028 shares · 0.0% of their software$444KNew · Flat
- N-ableNABL51,351 shares · 0.0% of their software$416KFlat
- SemrushSEMR45,199 shares · 0.0% of their software$409KFlat
- Q2QTWO4,350 shares · 0.0% of their software$407KFlat
- BrazeBRZE13,517 shares · 0.0% of their software$380KNew · Flat
- Donnelley Financial Solutions, Inc.DFIN6,158 shares · 0.0% of their software$380KNew · Flat
- PaycomPAYC1,561 shares · 0.0% of their software$361KFlat
- Payoneer Global Inc.PAYO52,294 shares · 0.0% of their software$358KFlat
- QualysQLYS2,453 shares · 0.0% of their software$350KFlat
- PagSeguro Digital Ltd.PAGS35,615 shares · 0.0% of their software$343KFlat
- 8x8EGHT160,572 shares · 0.0% of their software$315KFlat
- SPS CommerceSPSC2,298 shares · 0.0% of their software$313KNew · Flat
- StoneCo Ltd.STNE18,515 shares · 0.0% of their software$297KFlat
- SentinelOneS16,183 shares · 0.0% of their software$296KNew · Flat
- PaylocityPCTY1,629 shares · 0.0% of their software$295KFlat
- EverCommerceEVCM26,372 shares · 0.0% of their software$277KFlat
- Clearwater AnalyticsCWAN11,723 shares · 0.0% of their software$257K—
- WorkivaWK3,282 shares · 0.0% of their software$225KFlat
- Consensus Cloud Solutions, Inc.CCSI9,537 shares · 0.0% of their software$220KNew · Flat
- SoundHound AI, Inc.SOUN20,131 shares · 0.0% of their software$216KFlat
- BlackLineBL3,711 shares · 0.0% of their software$210KNew · Flat
- MagniteMGNI8,590 shares · 0.0% of their software$207KNew · Flat
- WaystarWAY5,038 shares · 0.0% of their software$206KNew · Flat
- Core Scientific, Inc.CORZ11,260 shares · 0.0% of their software$192KFlat
- Zeta GlobalZETA11,635 shares · 0.0% of their software$180K−$1.1M
- Paysafe LimitedPSFE12,673 shares · 0.0% of their software$160KFlat
- Alight, Inc.ALIT26,472 shares · 0.0% of their software$150KFlat
- eGain CorporationEGAN21,984 shares · 0.0% of their software$137KFlat
- Rackspace Technology, Inc.RXT67,196 shares · 0.0% of their software$86K−$3.7M
- CS Disco, Inc.LAW13,153 shares · 0.0% of their software$57KFlat