Generalist · Montreal, A8
National Bank Of Canada /fi/
- Software
- $8.8B
- Weight of 13F
- 6.0%
- Names
- 84
- Vs prior quarter
- −$197M
Filed 10 August 2026.
5,773 positions in the whole 13F.
Software held
- MicrosoftMSFT11,471,101 shares · 48.7% of their software$4.3B−$127M
- ShopifySHOP10,020,663 shares · 13.0% of their software$1.1B−$374M
- PalantirPLTR8,213,944 shares · 10.9% of their software$958M+$268M
- ServiceNowNOW6,234,306 shares · 7.0% of their software$619M+$372M
- OracleORCL1,931,417 shares · 3.2% of their software$283M−$151M
- Palo Alto NetworksPANW739,323 shares · 2.9% of their software$252M+$53.1M
- SynopsysSNPS371,309 shares · 1.9% of their software$166M+$5.3M
- IntuitINTU616,911 shares · 1.8% of their software$161M+$3.8M
- CrowdStrikeCRWD195,754 shares · 1.7% of their software$149M−$65.2M
- FortinetFTNT724,545 shares · 1.3% of their software$111M+$47.2M
- OpenTextOTEX3,703,717 shares · 0.9% of their software$81.5M+$13.8M
- SalesforceCRM492,295 shares · 0.9% of their software$77.1M−$17.8M