Generalist · Toronto Ontario, Canada
Mackenzie Financial
Q3 2025 · compared with Q2 2025
Filed as Mackenzie Financial Corp
- Software
- $8.3B
- Weight of 13F
- 10.0%
- Names
- 136
- Net bought
- −$285M
Filed 13 November 2025 · SEC filing.
1,677 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
- MicrosoftMSFT5,933,741 shares · 37.1% of their software · price +$122M$3.1B+$135M
- ShopifySHOP9,133,454 shares · 16.4% of their software · price +$304M$1.4B−$18.2M
- Roper Technologies, Inc.ROP1,035,424 shares · 6.2% of their software · price −$70.6M$516M−$37.8M
- Automatic Data Processing, Inc.ADP1,495,929 shares · 5.3% of their software · price −$22.3M$439M−$89.1M
- DescartesDSGX3,315,493 shares · 3.8% of their software · price −$24.6M$312M−$64.0M
- OracleORCL1,049,530 shares · 3.6% of their software · price +$65.7M$295M−$27.5M
- VeriskVRSK711,507 shares · 2.2% of their software · price −$42.7M$179M−$29.5M
- ServiceNowNOW191,672 shares · 2.1% of their software · price −$20.7M$176M−$8.6M
- AkamaiAKAM2,298,755 shares · 2.1% of their software · price −$9.2M$174M−$4.6M
- CoStarCSGP1,645,936 shares · 1.7% of their software · price +$6.5M$139M−$17.5M
- Uber Technologies, Inc.UBER1,331,178 shares · 1.6% of their software · price +$6.2M$130M+$11.3M
- IntuitINTU159,138 shares · 1.3% of their software · price −$16.7M$109M+$11.3M
- OpenTextOTEX2,700,622 shares · 1.2% of their software · price +$22.1M$101M−$7.9M
- SalesforceCRM405,750 shares · 1.2% of their software · price −$14.5M$96.2M−$25.5M
- CadenceCDNS257,630 shares · 1.1% of their software · price +$11.1M$90.5M−$89.7M
- PalantirPLTR468,826 shares · 1.0% of their software · price +$21.6M$85.5M+$27.4M
- TenableTENB2,506,270 shares · 0.9% of their software · price −$11.6M$73.1M−$6.2M
- AppLovinAPP98,037 shares · 0.9% of their software · price +$36.1M$70.4M+$24.8M
- DoubleVerifyDV5,588,082 shares · 0.8% of their software · price −$16.7M$66.9MFlat
- SS&CSSNC727,650 shares · 0.8% of their software · price +$4.3M$64.6M−$26.1M
- VeriSign, Inc.VRSN215,278 shares · 0.7% of their software · price −$2.0M$60.2M−$47.6M
- PTCPTC195,764 shares · 0.5% of their software · price +$6.0M$39.7M−$2.7M
- CertaraCERT2,670,540 shares · 0.4% of their software · price +$1.4M$32.6MFlat
- DropboxDBX1,064,580 shares · 0.4% of their software · price +$1.7M$32.2M−$600K
- AdobeADBE89,547 shares · 0.4% of their software · price −$3.1M$31.6M+$2.4M
- WorkdayWDAY130,428 shares · 0.4% of their software$31.4M−$14.0M
- Palo Alto NetworksPANW113,458 shares · 0.3% of their software$23.1M+$5.4M
- BroadridgeBR94,339 shares · 0.3% of their software$22.5M−$16.2M
- ElasticESTC257,611 shares · 0.3% of their software$21.8M+$15.2M
- ToastTOST577,031 shares · 0.3% of their software · price −$4.5M$21.1M+$17.8M
- CrowdStrikeCRWD38,261 shares · 0.2% of their software · price −$724K$18.8MFlat
- Block, Inc.XYZ237,631 shares · 0.2% of their software · price +$1.0M$17.2M+$13.2M
- NutanixNTNX229,896 shares · 0.2% of their software$17.1M−$6.3M
- AutodeskADSK53,335 shares · 0.2% of their software$16.9M+$4.9M
- FortinetFTNT188,093 shares · 0.2% of their software · price −$4.1M$15.8M−$5.1M
- AtlassianTEAM92,314 shares · 0.2% of their software · price −$4.0M$14.7M+$9.0M
- SynopsysSNPS29,870 shares · 0.2% of their software · price −$576K$14.7M+$4.6M
- GoDaddyGDDY102,289 shares · 0.2% of their software · price −$4.4M$14.0M+$2.0M
- BoxBOX375,838 shares · 0.1% of their software · price −$714K$12.1M−$6.3M
- ZscalerZS38,416 shares · 0.1% of their software · price −$549K$11.5M+$7.4M
- NetApp, Inc.NTAP94,498 shares · 0.1% of their software · price +$1.1M$11.2M−$3.8M
- Fiserv, Inc.FISV86,248 shares · 0.1% of their software · price −$3.8M$11.1M+$1.8M
- DynatraceDT212,307 shares · 0.1% of their software · price −$1.4M$10.3M+$11.3M
- PegasystemsPEGA174,389 shares · 0.1% of their software · price +$588K$10.0M−$1.3M
- Manhattan AssociatesMANH41,645 shares · 0.1% of their software$8.5MNew · +$8.2M
- Bentley SystemsBSY159,389 shares · 0.1% of their software$8.2M+$6.2M
- UiPathPATH608,805 shares · 0.1% of their software$8.1M+$4.5M
- DoceboDCBO293,092 shares · 0.1% of their software$8.0M−$1.2M
- Fair IsaacFICO5,093 shares · 0.1% of their software · price −$1.7M$7.6M−$3.1M
- Paychex, Inc.PAYX59,453 shares · 0.1% of their software · price −$1.1M$7.5M−$8.4M
- Strategy IncMSTR22,655 shares · 0.1% of their software · price −$1.9M$7.3M+$953K
- DatadogDDOG50,272 shares · 0.1% of their software$7.2M+$3.9M
- Check PointCHKP34,521 shares · 0.1% of their software$7.1MFlat
- DoximityDOCS87,608 shares · 0.1% of their software · price +$1.0M$6.4MNew · +$5.4M
- SnowflakeSNOW27,199 shares · 0.1% of their software$6.1MFlat
- Gen DigitalGEN215,664 shares · 0.1% of their software$6.1M−$4.2M
- ZoomZM63,597 shares · 0.1% of their software$5.2MFlat
- VeevaVEEV17,423 shares · 0.1% of their software$5.2M−$826K
- NetScout Systems, Inc.NTCT189,231 shares · 0.1% of their software$4.9M+$898K
- RingCentralRNG164,466 shares · 0.1% of their software$4.7M−$1.7M
- CloudflareNET20,714 shares · 0.1% of their software$4.4MFlat
- Lyft, Inc.LYFT195,191 shares · 0.1% of their software · price +$1.2M$4.3M−$17.9M
- TeradataTDC194,681 shares · 0.1% of their software$4.2M+$766K
- ACI WorldwideACIW79,292 shares · 0.1% of their software · price +$544K$4.2M−$3.2M
- BlackbaudBLKB60,670 shares · 0.0% of their software$3.9MNew · +$3.9M
- VaronisVRNS65,507 shares · 0.0% of their software$3.8M−$970K
- LiveRamp Holdings, Inc.RAMP135,746 shares · 0.0% of their software · price −$801K$3.7M−$855K
- The Trade DeskTTD62,927 shares · 0.0% of their software · price −$1.4M$3.1M+$1.6M
- Amdocs LimitedDOX37,394 shares · 0.0% of their software$3.1M−$3.9M
- Rubrik, Inc.RBRK34,658 shares · 0.0% of their software$2.9MNew · +$3.1M
- PagerDutyPD167,375 shares · 0.0% of their software$2.8M−$998K
- FreshworksFRSH234,363 shares · 0.0% of their software · price −$736K$2.8M+$1.9M
- Clear Secure, Inc.YOU80,810 shares · 0.0% of their software$2.7MNew · +$2.2M
- Adeia Inc.ADEA154,399 shares · 0.0% of their software$2.6M−$1.2M
- Calix, Inc.CALX39,973 shares · 0.0% of their software$2.5M+$623K
- TwilioTWLO23,145 shares · 0.0% of their software · price −$562K$2.3M+$841K
- Tyler TechnologiesTYL4,318 shares · 0.0% of their software$2.3MFlat
- TrimbleTRMB27,623 shares · 0.0% of their software$2.3MFlat
- Corpay, Inc.CPAY7,265 shares · 0.0% of their software$2.1MFlat
- DomoDOMO129,410 shares · 0.0% of their software$2.0M—
- F5, Inc.FFIV6,124 shares · 0.0% of their software$2.0M−$1.1M
- OktaOKTA21,497 shares · 0.0% of their software$2.0MFlat
- BlackBerry LimitedBB401,841 shares · 0.0% of their software$2.0MFlat
- A10 Networks, Inc.ATEN102,676 shares · 0.0% of their software$1.9M−$2.5M
- WixWIX10,407 shares · 0.0% of their software$1.8MFlat
- Cerence Inc.CRNC146,495 shares · 0.0% of their software$1.8MNew · +$1.5M
- HubSpotHUBS3,867 shares · 0.0% of their software$1.8M−$543K
- Remitly Global, Inc.RELY107,778 shares · 0.0% of their software$1.8MFlat
- Ooma, Inc.OOMA141,541 shares · 0.0% of their software$1.7MFlat
- CoreWeave, Inc.CRWV12,237 shares · 0.0% of their software$1.7M−$546K
- Alarm.com Holdings, Inc.ALRM31,317 shares · 0.0% of their software$1.7M+$856K
- MongoDBMDB5,288 shares · 0.0% of their software · price +$531K$1.6MFlat
- SoundThinking, Inc.SSTI135,430 shares · 0.0% of their software$1.6MFlat
- DocuSignDOCU22,596 shares · 0.0% of their software$1.6MFlat
- InterDigital, Inc.IDCC4,554 shares · 0.0% of their software · price +$551K$1.6MFlat
- LightspeedLSPD125,575 shares · 0.0% of their software$1.4MFlat
- ProgressPRGS29,939 shares · 0.0% of their software · price −$596K$1.3M+$947K
- FactSetFDS4,499 shares · 0.0% of their software · price −$723K$1.3M−$1.8M
- Rapid7RPD67,937 shares · 0.0% of their software$1.3M+$644K
- GuidewireGWRE5,235 shares · 0.0% of their software$1.2MFlat
- Grab Holdings LimitedGRAB180,616 shares · 0.0% of their software$1.1MFlat
- PagSeguro Digital Ltd.PAGS99,398 shares · 0.0% of their software$994K+$615K
- AppianAPPN29,603 shares · 0.0% of their software$905KNew · +$884K
- Five9FIVN36,477 shares · 0.0% of their software$883KFlat
- ePlus inc.PLUS12,418 shares · 0.0% of their software$882K−$501K
- Mitek Systems, Inc.MITK87,909 shares · 0.0% of their software$859KFlat
- MorningstarMORN3,502 shares · 0.0% of their software$812KFlat
- SamsaraIOT18,824 shares · 0.0% of their software$701KFlat
- YextYEXT76,292 shares · 0.0% of their software$650K−$989K
- monday.comMNDY2,811 shares · 0.0% of their software$544KFlat
- CommvaultCVLT2,805 shares · 0.0% of their software$530K−$4.0M
- Donnelley Financial Solutions, Inc.DFIN10,283 shares · 0.0% of their software$529KFlat
- Sprout SocialSPT38,709 shares · 0.0% of their software$500KNew · +$809K
- OneSpan Inc.OSPN27,393 shares · 0.0% of their software$435KFlat
- DuolingoDUOL1,294 shares · 0.0% of their software$416K−$832K
- N-ableNABL51,351 shares · 0.0% of their software$401KFlat
- Payoneer Global Inc.PAYO59,896 shares · 0.0% of their software$362KFlat
- PhreesiaPHR14,861 shares · 0.0% of their software$350KFlat
- PaycomPAYC1,624 shares · 0.0% of their software$338KFlat
- Q2QTWO4,630 shares · 0.0% of their software$335KFlat
- Core Scientific, Inc.CORZ17,497 shares · 0.0% of their software$314KFlat
- QualysQLYS2,317 shares · 0.0% of their software$307KFlat
- SemrushSEMR42,496 shares · 0.0% of their software$301K—
- StoneCo Ltd.STNE15,253 shares · 0.0% of their software$288KFlat
- WorkivaWK3,282 shares · 0.0% of their software$283KFlat
- Clearwater AnalyticsCWAN14,921 shares · 0.0% of their software$269K—
- WaystarWAY6,864 shares · 0.0% of their software$260KFlat
- SPS CommerceSPSC2,336 shares · 0.0% of their software$243KFlat
- Zeta GlobalZETA12,195 shares · 0.0% of their software$242KFlat
- 8x8EGHT113,663 shares · 0.0% of their software$241K—
- Diebold Nixdorf, IncorporatedDBD3,630 shares · 0.0% of their software$207KNew · Flat
- eGain CorporationEGAN15,652 shares · 0.0% of their software$136KFlat
- Sabre CorporationSABR67,739 shares · 0.0% of their software$124K−$1.5M
- Rackspace Technology, Inc.RXT67,196 shares · 0.0% of their software$95KFlat
- Alight, Inc.ALIT26,472 shares · 0.0% of their software$86KFlat
- Blend Labs, Inc.BLND14,611 shares · 0.0% of their software$53K−$701K