Generalist · Toronto Ontario, Canada
Mackenzie Financial
Q4 2025 · compared with Q3 2025
Filed as Mackenzie Financial Corp
- Software
- $7.3B
- Weight of 13F
- 8.6%
- Names
- 141
- Net bought
- −$38.3M
Filed 18 February 2026 · SEC filing.
1,647 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
- MicrosoftMSFT5,529,671 shares · 37.0% of their software · price −$190M$2.7B−$209M
- ShopifySHOP9,961,097 shares · 22.4% of their software · price +$123M$1.6B+$123M
- Roper Technologies, Inc.ROP800,213 shares · 4.9% of their software · price −$42.9M$359M−$117M
- DescartesDSGX3,371,562 shares · 4.1% of their software · price −$22.2M$296M+$5.3M
- Automatic Data Processing, Inc.ADP616,754 shares · 2.2% of their software · price −$22.4M$160M−$258M
- AkamaiAKAM1,803,382 shares · 2.2% of their software · price +$20.7M$158M−$37.5M
- ServiceNowNOW859,039 shares · 1.8% of their software · price −$659M$132M+$614M
- Uber Technologies, Inc.UBER1,579,348 shares · 1.8% of their software · price −$25.7M$129M+$24.3M
- IntuitINTU171,587 shares · 1.6% of their software · price −$3.5M$115M+$8.5M
- CoStarCSGP1,660,715 shares · 1.5% of their software · price −$28.4M$112MFlat
- SalesforceCRM417,311 shares · 1.5% of their software · price +$11.6M$111M+$2.7M
- OracleORCL496,538 shares · 1.3% of their software · price −$42.9M$97.7M−$156M
- PalantirPLTR475,991 shares · 1.2% of their software · price −$2.2M$85.9M+$1.3M
- OpenTextOTEX2,556,252 shares · 1.2% of their software · price −$12.3M$84.2M−$5.4M
- AppLovinAPP119,595 shares · 1.1% of their software · price −$5.3M$82.8M+$15.5M
- CadenceCDNS248,335 shares · 1.1% of their software · price −$9.6M$78.2M−$3.3M
- DoubleVerifyDV5,662,133 shares · 0.9% of their software · price −$3.1M$65.0M+$887K
- SS&CSSNC698,599 shares · 0.8% of their software · price −$936K$61.7M−$2.6M
- TenableTENB2,564,595 shares · 0.8% of their software · price −$14.4M$61.0M+$1.7M
- VeriSign, Inc.VRSN176,782 shares · 0.6% of their software · price −$6.5M$43.4M−$10.8M
- ToastTOST1,060,853 shares · 0.5% of their software · price −$1.1M$38.4M+$17.7M
- Palo Alto NetworksPANW192,183 shares · 0.5% of their software · price −$3.7M$35.8M+$16.0M
- PTCPTC197,674 shares · 0.5% of their software · price −$5.7M$34.6MFlat
- AdobeADBE95,487 shares · 0.5% of their software$33.6M+$2.1M
- WorkdayWDAY139,879 shares · 0.4% of their software · price −$3.6M$30.3M+$2.3M
- AutodeskADSK91,043 shares · 0.4% of their software · price −$2.0M$27.2M+$12.0M
- CommvaultCVLT205,653 shares · 0.4% of their software · price −$13.0M$26.0M+$38.3M
- CertaraCERT2,670,540 shares · 0.3% of their software · price −$9.1M$23.6MFlat
- CrowdStrikeCRWD47,665 shares · 0.3% of their software · price −$1.0M$22.6M+$4.6M
- ElasticESTC291,536 shares · 0.3% of their software · price −$2.6M$22.3M+$2.9M
- VeriskVRSK96,166 shares · 0.3% of their software · price −$2.7M$21.5M−$155M
- BroadridgeBR95,331 shares · 0.3% of their software · price −$1.4M$21.4MFlat
- Block, Inc.XYZ286,112 shares · 0.3% of their software · price −$2.1M$18.7M+$3.5M
- FortinetFTNT227,121 shares · 0.3% of their software · price −$1.1M$18.2M+$3.3M
- DropboxDBX652,437 shares · 0.2% of their software · price −$1.6M$18.0M−$12.5M
- AtlassianTEAM103,562 shares · 0.2% of their software$16.8M+$1.8M
- SynopsysSNPS34,660 shares · 0.2% of their software · price −$820K$16.4M+$2.4M
- NutanixNTNX262,223 shares · 0.2% of their software · price −$6.0M$13.6M+$2.4M
- GoDaddyGDDY102,384 shares · 0.2% of their software · price −$1.3M$12.9MFlat
- PegasystemsPEGA197,542 shares · 0.2% of their software$12.1M+$1.3M
- Lyft, Inc.LYFT614,999 shares · 0.2% of their software · price −$1.6M$11.9M+$9.2M
- ZscalerZS50,048 shares · 0.2% of their software · price −$3.7M$11.4M+$3.5M
- Fair IsaacFICO6,378 shares · 0.2% of their software · price +$1.2M$11.1M+$1.9M
- BoxBOX345,683 shares · 0.1% of their software · price −$816K$10.5M−$973K
- DynatraceDT235,509 shares · 0.1% of their software · price −$1.2M$10.4M+$1.1M
- Amdocs LimitedDOX118,898 shares · 0.1% of their software$9.6M+$6.7M
- Check PointCHKP51,492 shares · 0.1% of their software · price −$1.1M$9.6M+$3.5M
- NetApp, Inc.NTAP70,617 shares · 0.1% of their software · price −$803K$7.6M−$2.8M
- Paychex, Inc.PAYX66,477 shares · 0.1% of their software · price −$969K$7.5M+$890K
- DatadogDDOG51,519 shares · 0.1% of their software$7.1MFlat
- Fiserv, Inc.FISV102,631 shares · 0.1% of their software · price −$6.3M$6.9M+$2.1M
- Manhattan AssociatesMANH39,014 shares · 0.1% of their software · price −$1.2M$6.8M−$539K
- SnowflakeSNOW26,825 shares · 0.1% of their software$5.9MFlat
- TeradataTDC188,697 shares · 0.1% of their software · price +$1.7M$5.8MFlat
- Bentley SystemsBSY146,743 shares · 0.1% of their software · price −$2.0M$5.7M−$651K
- ZoomZM59,329 shares · 0.1% of their software$5.1MFlat
- CloudflareNET23,381 shares · 0.1% of their software$4.7M+$572K
- TwilioTWLO31,748 shares · 0.1% of their software · price +$1.3M$4.6M+$861K
- BlackBerry LimitedBB1,199,811 shares · 0.1% of their software · price −$1.3M$4.5M+$3.9M
- LiveRamp Holdings, Inc.RAMP149,772 shares · 0.1% of their software$4.5MFlat
- RingCentralRNG151,493 shares · 0.1% of their software$4.4MFlat
- Gen DigitalGEN155,162 shares · 0.1% of their software$4.3M−$1.7M
- NetScout Systems, Inc.NTCT151,451 shares · 0.1% of their software$4.1M−$976K
- DocuSignDOCU54,030 shares · 0.1% of their software$3.7M+$2.3M
- BlackbaudBLKB58,668 shares · 0.1% of their software$3.7MFlat
- ProgressPRGS82,131 shares · 0.0% of their software$3.6M+$2.3M
- ACI WorldwideACIW73,135 shares · 0.0% of their software$3.5MFlat
- FreshworksFRSH267,277 shares · 0.0% of their software$3.3MFlat
- Strategy IncMSTR20,921 shares · 0.0% of their software · price −$3.6M$3.2M−$559K
- Calix, Inc.CALX58,057 shares · 0.0% of their software$3.1M+$1.1M
- The Trade DeskTTD71,437 shares · 0.0% of their software · price −$789K$2.7MFlat
- TrimbleTRMB33,814 shares · 0.0% of their software$2.7M+$505K
- OktaOKTA29,461 shares · 0.0% of their software$2.6M+$730K
- VeevaVEEV11,365 shares · 0.0% of their software · price −$849K$2.5M−$1.8M
- UiPathPATH150,423 shares · 0.0% of their software$2.5M−$6.1M
- MongoDBMDB5,921 shares · 0.0% of their software · price +$647K$2.5MFlat
- PagSeguro Digital Ltd.PAGS240,262 shares · 0.0% of their software$2.3M+$1.4M
- F5, Inc.FFIV8,662 shares · 0.0% of their software · price −$588K$2.2M+$820K
- Corpay, Inc.CPAY7,311 shares · 0.0% of their software$2.2MFlat
- Alarm.com Holdings, Inc.ALRM42,044 shares · 0.0% of their software$2.2M+$569K
- InterDigital, Inc.IDCC6,633 shares · 0.0% of their software$2.2M+$718K
- VaronisVRNS64,609 shares · 0.0% of their software · price −$1.6M$2.1MFlat
- Tyler TechnologiesTYL4,505 shares · 0.0% of their software$2.1MFlat
- HubSpotHUBS5,080 shares · 0.0% of their software$2.1M+$567K
- Ooma, Inc.OOMA169,937 shares · 0.0% of their software$2.0MFlat
- Cerence Inc.CRNC171,909 shares · 0.0% of their software$1.9MFlat
- LightspeedLSPD149,665 shares · 0.0% of their software$1.8MFlat
- A10 Networks, Inc.ATEN100,271 shares · 0.0% of their software$1.8MFlat
- WixWIX16,773 shares · 0.0% of their software · price −$1.2M$1.7M+$1.1M
- Clear Secure, Inc.YOU48,132 shares · 0.0% of their software$1.7M−$1.1M
- DomoDOMO197,417 shares · 0.0% of their software$1.7M—
- SoundThinking, Inc.SSTI203,411 shares · 0.0% of their software · price −$820K$1.6M+$820K
- PagerDutyPD120,391 shares · 0.0% of their software$1.6M−$776K
- Sprout SocialSPT126,143 shares · 0.0% of their software$1.4M+$1.1M
- CCC Intelligent Solutions Holdings Inc.CCC163,748 shares · 0.0% of their software$1.3MNew · +$1.5M
- Remitly Global, Inc.RELY93,121 shares · 0.0% of their software$1.3MFlat
- CoreWeave, Inc.CRWV17,102 shares · 0.0% of their software · price −$1.1M$1.3M+$666K
- Five9FIVN60,553 shares · 0.0% of their software$1.2M+$583K
- Rapid7RPD75,679 shares · 0.0% of their software$1.2MFlat
- Mitek Systems, Inc.MITK111,264 shares · 0.0% of their software$1.2MFlat
- GuidewireGWRE5,693 shares · 0.0% of their software$1.2MFlat
- AmplitudeAMPL86,730 shares · 0.0% of their software$1.0MNew · +$930K
- AppianAPPN28,222 shares · 0.0% of their software$1.0MFlat
- FactSetFDS3,334 shares · 0.0% of their software$970KFlat
- Grab Holdings LimitedGRAB181,720 shares · 0.0% of their software$920KFlat
- DoximityDOCS19,265 shares · 0.0% of their software · price −$556K$857K−$5.0M
- SamsaraIOT23,299 shares · 0.0% of their software$837KFlat
- PhreesiaPHR47,882 shares · 0.0% of their software$814K+$777K
- StoneCo Ltd.STNE44,831 shares · 0.0% of their software$674K+$559K
- MorningstarMORN2,860 shares · 0.0% of their software$622KFlat
- YextYEXT72,661 shares · 0.0% of their software$590KFlat
- Digital TurbineAPPS99,772 shares · 0.0% of their software$502KNew · +$639K
- monday.comMNDY2,823 shares · 0.0% of their software$409KFlat
- N-ableNABL51,351 shares · 0.0% of their software$386KFlat
- Clearwater AnalyticsCWAN15,466 shares · 0.0% of their software$372K—
- Paysafe LimitedPSFE44,418 shares · 0.0% of their software$352KNew · +$574K
- EVERTEC, Inc.EVTC12,089 shares · 0.0% of their software$351KNew · Flat
- OneSpan Inc.OSPN27,066 shares · 0.0% of their software$351KFlat
- Diebold Nixdorf, IncorporatedDBD5,125 shares · 0.0% of their software$351KFlat
- QualysQLYS2,291 shares · 0.0% of their software$308KFlat
- Q2QTWO3,901 shares · 0.0% of their software$286KFlat
- WorkivaWK3,151 shares · 0.0% of their software$271KFlat
- PaycomPAYC1,687 shares · 0.0% of their software$270KFlat
- DoceboDCBO11,761 shares · 0.0% of their software$262K−$7.7M
- Core Scientific, Inc.CORZ17,820 shares · 0.0% of their software$260KFlat
- Tuya Inc.TUYA118,931 shares · 0.0% of their software$254KNew · Flat
- Zeta GlobalZETA11,675 shares · 0.0% of their software$242KFlat
- Expensify, Inc.EXFY160,243 shares · 0.0% of their software$240KNew · Flat
- Donnelley Financial Solutions, Inc.DFIN4,878 shares · 0.0% of their software$230KFlat
- WaystarWAY6,864 shares · 0.0% of their software$226KFlat
- SPS CommerceSPSC2,395 shares · 0.0% of their software$217KFlat
- DigitalOceanDOCN4,286 shares · 0.0% of their software$209KNew · Flat
- 8x8EGHT95,773 shares · 0.0% of their software$190K—
- Thryv Holdings, Inc.THRY17,489 shares · 0.0% of their software$106KNew · Flat
- Payoneer Global Inc.PAYO17,450 shares · 0.0% of their software$99KFlat
- Kaltura, Inc.KLTR48,021 shares · 0.0% of their software$81KNew · Flat
- Rackspace Technology, Inc.RXT68,635 shares · 0.0% of their software$68KFlat
- Alight, Inc.ALIT26,472 shares · 0.0% of their software$52KFlat
- Blend Labs, Inc.BLND13,151 shares · 0.0% of their software$40KFlat
- Ribbon Communications Inc.RBBN10,652 shares · 0.0% of their software$31KNew · Flat
- Sabre CorporationSABR22,695 shares · 0.0% of their software$30KFlat