Generalist · Toronto Ontario, Canada
Mackenzie Financial
Q1 2026 · compared with Q4 2025
Filed as Mackenzie Financial Corp
- Software
- $5.2B
- Weight of 13F
- 6.2%
- Names
- 126
- Net bought
- −$483M
1,403 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
- MicrosoftMSFT5,075,573 shares · 36.3% of their software · price −$576M$1.9B−$220M
- ShopifySHOP9,946,334 shares · 22.8% of their software · price −$421M$1.2BFlat
- DescartesDSGX2,447,147 shares · 3.4% of their software · price −$39.4M$175M−$81.0M
- AkamaiAKAM1,447,821 shares · 3.2% of their software · price +$40.0M$166M−$31.0M
- Roper Technologies, Inc.ROP359,119 shares · 2.5% of their software · price −$32.8M$127M−$196M
- Automatic Data Processing, Inc.ADP521,700 shares · 2.1% of their software · price −$28.2M$106M−$24.5M
- IntuitINTU205,141 shares · 1.7% of their software · price −$47.2M$88.7M+$22.2M
- PalantirPLTR489,240 shares · 1.4% of their software · price −$15.4M$71.6M+$2.4M
- ServiceNowNOW684,313 shares · 1.4% of their software · price −$33.3M$71.5M−$26.8M
- CoStarCSGP1,638,673 shares · 1.3% of their software · price −$44.1M$66.1M−$1.5M
- SalesforceCRM351,064 shares · 1.3% of their software · price −$27.5M$65.5M−$17.5M
- OpenTextOTEX2,697,717 shares · 1.2% of their software · price −$27.9M$60.1M+$4.6M
- OracleORCL404,001 shares · 1.1% of their software · price −$19.3M$59.4M−$18.0M
- DoubleVerifyDV5,790,370 shares · 1.1% of their software · price −$11.2M$55.0M+$1.5M
- AutodeskADSK223,582 shares · 1.0% of their software · price −$12.7M$53.5M+$39.2M
- AdobeADBE201,852 shares · 0.9% of their software · price −$21.6M$49.1M+$37.2M
- SS&CSSNC682,308 shares · 0.9% of their software · price −$13.5M$46.1M−$1.4M
- TenableTENB2,477,616 shares · 0.8% of their software · price −$16.4M$41.9M−$2.0M
- CloudflareNET194,316 shares · 0.8% of their software · price +$1.8M$40.1M+$33.7M
- Palo Alto NetworksPANW246,800 shares · 0.8% of their software · price −$5.9M$39.6M+$10.1M
- Block, Inc.XYZ637,721 shares · 0.7% of their software · price −$3.1M$38.4M+$22.9M
- CommvaultCVLT481,061 shares · 0.7% of their software · price −$22.8M$37.5M+$34.5M
- CadenceCDNS132,879 shares · 0.7% of their software · price −$4.6M$36.9M−$36.1M
- AppLovinAPP89,421 shares · 0.7% of their software · price −$24.7M$35.6M−$20.3M
- CrowdStrikeCRWD90,822 shares · 0.7% of their software · price −$7.1M$35.5M+$20.2M
- ToastTOST1,273,067 shares · 0.7% of their software · price −$11.5M$33.7M+$7.5M
- PTCPTC229,923 shares · 0.6% of their software · price −$7.3M$32.8M+$5.6M
- VeriSign, Inc.VRSN101,388 shares · 0.5% of their software · price +$549K$25.2M−$18.3M
- FortinetFTNT292,863 shares · 0.5% of their software · price +$677K$23.9M+$5.2M
- SynopsysSNPS55,421 shares · 0.4% of their software · price −$4.1M$22.0M+$9.8M
- Uber Technologies, Inc.UBER303,687 shares · 0.4% of their software · price −$3.0M$21.8M−$104M
- Tyler TechnologiesTYL62,156 shares · 0.4% of their software · price −$6.9M$21.3M+$26.2M
- WorkdayWDAY160,352 shares · 0.4% of their software · price −$13.6M$20.8M+$4.4M
- BroadridgeBR121,075 shares · 0.4% of their software · price −$7.3M$19.7M+$5.7M
- VeriskVRSK93,007 shares · 0.3% of their software · price −$3.2M$17.6M−$707K
- GoDaddyGDDY208,002 shares · 0.3% of their software · price −$8.6M$17.2M+$13.1M
- CertaraCERT2,720,040 shares · 0.3% of their software · price −$8.5M$15.5MFlat
- Bentley SystemsBSY418,875 shares · 0.3% of their software · price −$1.3M$14.7M+$10.4M
- PaymentusPAY506,803 shares · 0.2% of their software · price −$3.1M$12.9MNew · +$16.0M
- DropboxDBX507,151 shares · 0.2% of their software · price −$2.6M$11.5M−$4.0M
- NutanixNTNX295,085 shares · 0.2% of their software · price −$4.0M$11.2M+$1.7M
- ElasticESTC220,981 shares · 0.2% of their software · price −$5.6M$11.0M−$5.3M
- PegasystemsPEGA259,253 shares · 0.2% of their software · price −$4.4M$11.0M+$3.7M
- BoxBOX456,487 shares · 0.2% of their software · price −$2.9M$10.8M+$3.3M
- SnowflakeSNOW57,640 shares · 0.2% of their software · price −$4.0M$8.7M+$6.8M
- NetApp, Inc.NTAP77,320 shares · 0.2% of their software$7.9M+$718K
- MongoDBMDB30,466 shares · 0.1% of their software · price −$5.3M$7.5M+$10.3M
- Fiserv, Inc.FISV133,623 shares · 0.1% of their software · price −$1.5M$7.5M+$2.1M
- RingCentralRNG193,481 shares · 0.1% of their software · price +$1.6M$7.2M+$1.2M
- Check PointCHKP50,295 shares · 0.1% of their software · price −$2.1M$7.2MFlat
- DynatraceDT187,289 shares · 0.1% of their software · price −$1.2M$6.9M−$2.1M
- ZoomZM71,135 shares · 0.1% of their software$5.7M+$1.0M
- DocuSignDOCU112,374 shares · 0.1% of their software · price −$2.4M$5.3M+$4.0M
- Fair IsaacFICO4,712 shares · 0.1% of their software · price −$2.9M$5.0M−$2.8M
- Alarm.com Holdings, Inc.ALRM113,434 shares · 0.1% of their software · price −$888K$4.9M+$3.6M
- DatadogDDOG39,905 shares · 0.1% of their software · price −$716K$4.7M−$1.6M
- Paychex, Inc.PAYX46,635 shares · 0.1% of their software · price −$935K$4.3M−$2.2M
- Ooma, Inc.OOMA294,343 shares · 0.1% of their software · price +$830K$4.3M+$1.5M
- LiveRamp Holdings, Inc.RAMP157,445 shares · 0.1% of their software$4.2MFlat
- BlackBerry LimitedBB1,237,871 shares · 0.1% of their software · price −$681K$4.0MFlat
- PagSeguro Digital Ltd.PAGS400,042 shares · 0.1% of their software$4.0M+$1.5M
- Amdocs LimitedDOX61,090 shares · 0.1% of their software · price −$932K$4.0M−$4.7M
- TwilioTWLO30,362 shares · 0.1% of their software$3.8MFlat
- Manhattan AssociatesMANH27,929 shares · 0.1% of their software · price −$1.1M$3.7M−$1.9M
- Clear Secure, Inc.YOU74,934 shares · 0.1% of their software · price +$999K$3.6M+$940K
- NetScout Systems, Inc.NTCT113,498 shares · 0.1% of their software · price +$537K$3.6M−$1.0M
- Calix, Inc.CALX72,459 shares · 0.1% of their software$3.5M+$762K
- Paysafe LimitedPSFE519,104 shares · 0.1% of their software · price −$664K$3.5M+$3.8M
- AtlassianTEAM51,190 shares · 0.1% of their software · price −$4.8M$3.5M−$8.5M
- Cerence Inc.CRNC510,929 shares · 0.1% of their software · price −$2.2M$3.2M+$3.6M
- Strategy IncMSTR23,989 shares · 0.1% of their software · price −$651K$3.0MFlat
- TeradataTDC108,204 shares · 0.1% of their software · price −$520K$2.8M−$2.5M
- ACI WorldwideACIW64,483 shares · 0.1% of their software$2.6MFlat
- VeevaVEEV14,496 shares · 0.0% of their software · price −$690K$2.5M+$699K
- TrimbleTRMB36,110 shares · 0.0% of their software$2.4MFlat
- OktaOKTA29,637 shares · 0.0% of their software$2.3MFlat
- Corpay, Inc.CPAY7,926 shares · 0.0% of their software$2.3MFlat
- The Trade DeskTTD99,903 shares · 0.0% of their software · price −$1.5M$2.3M+$1.1M
- GigaCloud Technology Inc.GCT48,146 shares · 0.0% of their software$2.2MNew · +$1.9M
- F5, Inc.FFIV7,537 shares · 0.0% of their software$2.2MFlat
- Five9FIVN141,423 shares · 0.0% of their software · price −$690K$2.1M+$1.6M
- ZscalerZS13,454 shares · 0.0% of their software · price −$1.1M$1.9M−$8.2M
- BlackbaudBLKB43,006 shares · 0.0% of their software · price −$1.1M$1.7M−$992K
- Tuya Inc.TUYA714,827 shares · 0.0% of their software$1.7M+$1.3M
- CoreWeave, Inc.CRWV19,558 shares · 0.0% of their software$1.5MFlat
- ProgressPRGS58,298 shares · 0.0% of their software · price −$1.0M$1.5M−$1.0M
- WixWIX16,554 shares · 0.0% of their software$1.5MFlat
- HubSpotHUBS5,637 shares · 0.0% of their software · price −$886K$1.4MFlat
- LightspeedLSPD144,614 shares · 0.0% of their software$1.3MFlat
- VaronisVRNS53,310 shares · 0.0% of their software · price −$604K$1.1MFlat
- Rapid7RPD193,526 shares · 0.0% of their software · price −$1.9M$1.1M+$1.8M
- Lyft, Inc.LYFT79,720 shares · 0.0% of their software$1.1M−$10.4M
- PagerDutyPD166,736 shares · 0.0% of their software · price −$1.2M$1.0M+$608K
- A10 Networks, Inc.ATEN44,129 shares · 0.0% of their software$1.0M−$993K
- UiPathPATH89,390 shares · 0.0% of their software$992K−$1.0M
- SprinklrCXM164,889 shares · 0.0% of their software$989KNew · +$1.3M
- StoneCo Ltd.STNE62,132 shares · 0.0% of their software$877KFlat
- BlackLineBL22,421 shares · 0.0% of their software$830KNew · +$1.2M
- SamsaraIOT25,271 shares · 0.0% of their software$801KFlat
- PhreesiaPHR89,888 shares · 0.0% of their software · price −$768K$753K+$711K
- FactSetFDS3,334 shares · 0.0% of their software$723KFlat
- AsanaASAN111,316 shares · 0.0% of their software · price −$814K$712KNew · +$1.5M
- Grab Holdings LimitedGRAB189,417 shares · 0.0% of their software$693KFlat
- Digital TurbineAPPS225,216 shares · 0.0% of their software$649K+$627K
- Gen DigitalGEN31,609 shares · 0.0% of their software$595K−$3.4M
- DoximityDOCS23,485 shares · 0.0% of their software$547KFlat
- MorningstarMORN2,811 shares · 0.0% of their software$475KFlat
- Euronet Worldwide, Inc.EEFT5,133 shares · 0.0% of their software$341KNew · Flat
- Expensify, Inc.EXFY380,185 shares · 0.0% of their software$331KFlat
- Viant Technology Inc.DSP22,227 shares · 0.0% of their software$249KNew · Flat
- YextYEXT62,266 shares · 0.0% of their software$239KFlat
- EVERTEC, Inc.EVTC8,380 shares · 0.0% of their software$236KFlat
- OneSpan Inc.OSPN22,427 shares · 0.0% of their software$236KFlat
- Diebold Nixdorf, IncorporatedDBD2,912 shares · 0.0% of their software$220KFlat
- DoceboDCBO12,203 shares · 0.0% of their software$214KFlat
- monday.comMNDY2,971 shares · 0.0% of their software$205KFlat
- Sprout SocialSPT33,933 shares · 0.0% of their software$193K−$1.0M
- Payoneer Global Inc.PAYO36,268 shares · 0.0% of their software$175KFlat
- Alight, Inc.ALIT251,573 shares · 0.0% of their software$147KFlat
- 8x8EGHT87,392 shares · 0.0% of their software$145KFlat
- Rimini Street, Inc.RMNI30,392 shares · 0.0% of their software$100KNew · Flat
- Full Truck Alliance Co. Ltd.YMM11,244 shares · 0.0% of their software$93KNew · Flat
- DomoDOMO22,290 shares · 0.0% of their software$68K—
- Rackspace Technology, Inc.RXT63,397 shares · 0.0% of their software$62KFlat
- Kaltura, Inc.KLTR42,746 shares · 0.0% of their software$52KFlat
- Thryv Holdings, Inc.THRY15,159 shares · 0.0% of their software$42KFlat