Generalist · Montreal, Canada
National Bank of Canada
Q1 2022 · compared with Q4 2021
Filed as National Bank Of Canada /fi/
- Software
- $1.9B
- Weight of 13F
- 7.5%
- Names
- 120
- Net bought
- +$434M
Filed 5 May 2022 · SEC filing.
2,572 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 2026162 names$9.4B−$128M
- Q1 2026140 names$9.6B+$2.1B
- Q4 2025129 names$10.4B+$1.5B
- Q3 2025129 names$10.5B+$397M
- Q2 2025139 names$9.7B−$167M
- Q1 2025129 names$7.9B+$1.3B
- Q4 2024132 names$7.6B+$57.8M
- Q3 2024125 names$7.0B+$1.6B
- Q2 2024126 names$5.5B−$33.9M
- Q1 2024123 names$5.1B−$323M
- Q4 2023119 names$5.2B+$233M
- Q3 2023123 names$4.2B+$736M
- Q2 2023122 names$3.7B+$1.1B
- Q1 2023122 names$2.1B−$17.1M
- Q4 2022119 names$1.7B+$678M
- Q3 2022111 names$950M−$156M
- Q2 2022114 names$1.3B−$102M
- Q1 2022120 names$1.9B+$434M
- Q4 2021123 names$1.9B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT3,482,318 shares · 55.8% of their software · price −$97.5M$1.1B+$118M
- ShopifySHOP258,172 shares · 9.1% of their software · price −$181M$174M+$271M
- OpenTextOTEX2,147,956 shares · 4.8% of their software · price −$10.9M$91.0M+$10.4M
- AdobeADBE179,058 shares · 4.3% of their software · price −$20.0M$81.4M+$68.0M
- SalesforceCRM291,468 shares · 3.2% of their software · price −$12.2M$61.3M−$91.8M
- OracleORCL481,973 shares · 2.0% of their software · price −$2.2M$39.1M+$28.2M
- PalantirPLTR2,649,608 shares · 1.9% of their software · price −$11.9M$36.4M+$38.3M
- LightspeedLSPD812,025 shares · 1.3% of their software · price −$8.1M$24.7M+$10.5M
- TwilioTWLO141,798 shares · 1.2% of their software · price −$14.0M$23.4M+$36.8M
- WorkdayWDAY102,170 shares · 1.2% of their software · price −$3.4M$22.5M+$27.2M
- ZoomZM185,072 shares · 1.1% of their software · price −$12.3M$21.7M+$32.9M
- Uber Technologies, Inc.UBER590,525 shares · 1.1% of their software · price −$3.7M$20.8M−$9.1M
- Automatic Data Processing, Inc.ADP72,703 shares · 1.0% of their software · price −$1.4M$19.1M+$6.9M
- CrowdStrikeCRWD82,073 shares · 1.0% of their software · price +$1.8M$18.6M−$49.3M
- FortinetFTNT48,499 shares · 0.9% of their software · price −$856K$16.5M+$5.6M
- CoStarCSGP223,556 shares · 0.8% of their software · price −$2.8M$14.9M−$726K
- AutodeskADSK69,108 shares · 0.8% of their software · price −$4.6M$14.8M−$6.1M
- Paychex, Inc.PAYX90,801 shares · 0.6% of their software$12.4M−$2.7M
- NetApp, Inc.NTAP127,976 shares · 0.6% of their software · price −$1.2M$10.6M−$3.0M
- DynatraceDT222,860 shares · 0.5% of their software · price −$3.0M$10.4M+$13.4M
- DocuSignDOCU89,781 shares · 0.5% of their software · price −$4.1M$9.6M−$12.3M
- MorningstarMORN32,185 shares · 0.5% of their software · price −$2.2M$8.8M+$6.5M
- DescartesDSGX120,547 shares · 0.4% of their software · price −$1.1M$8.6M+$4.4M
- ServiceNowNOW13,891 shares · 0.4% of their software · price −$1.3M$7.2MFlat
- Palo Alto NetworksPANW11,156 shares · 0.4% of their software · price +$734K$7.0M+$5.3M
- FactSetFDS15,279 shares · 0.3% of their software · price −$792K$6.6M+$625K
- VeriSign, Inc.VRSN27,998 shares · 0.3% of their software · price −$878K$6.1M+$5.7M
- Block, Inc.XYZ53,013 shares · 0.3% of their software · price −$1.4M$6.1M+$3.2M
- IntuitINTU10,873 shares · 0.3% of their software · price −$1.8M$5.2M+$4.9M
- Fiserv, Inc.FISV48,415 shares · 0.3% of their software$4.9MFlat
- VeriskVRSK21,042 shares · 0.2% of their software$4.6M+$2.5M
- WEX Inc.WEX25,000 shares · 0.2% of their software · price +$952K$4.5M−$2.7M
- Agora, Inc.API418,200 shares · 0.2% of their software · price −$2.6M$4.2M+$3.5M
- CadenceCDNS21,496 shares · 0.2% of their software$3.4M+$2.1M
- SynopsysSNPS11,141 shares · 0.2% of their software$3.4M+$2.9M
- Gen DigitalGEN110,782 shares · 0.2% of their software$3.4MFlat
- SAPSAP27,003 shares · 0.2% of their software · price −$787K$3.0MFlat
- PaycomPAYC9,429 shares · 0.2% of their software · price −$649K$3.0M+$3.8M
- BroadridgeBR15,746 shares · 0.1% of their software$2.5MFlat
- DoceboDCBO44,373 shares · 0.1% of their software · price −$690K$2.3MFlat
- FastlyFSLY92,900 shares · 0.1% of their software · price −$1.7M$1.6M+$3.3M
- Tyler TechnologiesTYL3,728 shares · 0.1% of their software$1.5M+$1.1M
- Check PointCHKP10,293 shares · 0.1% of their software$1.5M+$1.0M
- C3.aiAI59,598 shares · 0.1% of their software · price −$510K$1.4M+$791K
- SnowflakeSNOW6,109 shares · 0.1% of their software · price −$670K$1.3M+$950K
- Five9FIVN11,614 shares · 0.1% of their software$1.3M+$1.6M
- GoDaddyGDDY13,832 shares · 0.1% of their software$1.2M+$1.1M
- MongoDBMDB2,881 shares · 0.1% of their software$1.2M+$1.3M
- Roper Technologies, Inc.ROP2,454 shares · 0.1% of their software$1.2M−$1.9M
- AkamaiAKAM9,441 shares · 0.1% of their software$1.2M−$16.0M
- Health CatalystHCAT48,675 shares · 0.1% of their software · price −$657K$1.1MNew · +$1.9M
- Amdocs LimitedDOX12,985 shares · 0.1% of their software$1.1M−$3.9M
- BlackBerry LimitedBB146,336 shares · 0.1% of their software$1.0MFlat
- CloudflareNET8,521 shares · 0.1% of their software$1.0MFlat
- Strategy IncMSTR2,016 shares · 0.1% of their software$978KFlat
- SS&CSSNC13,239 shares · 0.1% of their software$962K+$1.0M
- DropboxDBX36,324 shares · 0.0% of their software$844KFlat
- UnityU8,342 shares · 0.0% of their software$825KFlat
- RingCentralRNG7,532 shares · 0.0% of their software · price −$528K$753K−$14.6M
- Euronet Worldwide, Inc.EEFT5,088 shares · 0.0% of their software$692K−$20.0M
- VeevaVEEV2,766 shares · 0.0% of their software$586K−$525K
- The Trade DeskTTD5,369 shares · 0.0% of their software$372KFlat
- TrimbleTRMB4,871 shares · 0.0% of their software$352KFlat
- DatadogDDOG2,241 shares · 0.0% of their software$339KFlat
- Sangoma Technologies CorporationSANG23,807 shares · 0.0% of their software$336KFlat
- ZscalerZS1,331 shares · 0.0% of their software$321K−$995K
- ElasticESTC3,551 shares · 0.0% of their software$315KFlat
- QualysQLYS1,829 shares · 0.0% of their software$260KFlat
- OktaOKTA1,595 shares · 0.0% of their software$241K−$712K
- GuidewireGWRE2,167 shares · 0.0% of their software$205KFlat
- Alarm.com Holdings, Inc.ALRM2,760 shares · 0.0% of their software$183KFlat
- SPS CommerceSPSC1,978 shares · 0.0% of their software$165KFlat
- Grab Holdings LimitedGRAB42,700 shares · 0.0% of their software$149KNew · Flat
- AsanaASAN3,460 shares · 0.0% of their software$138KFlat
- Lyft, Inc.LYFT3,428 shares · 0.0% of their software$131KFlat
- BlackLineBL1,600 shares · 0.0% of their software$117KFlat
- DigitalOceanDOCN1,747 shares · 0.0% of their software$101KFlat
- HubSpotHUBS154 shares · 0.0% of their software$73KFlat
- Sabre CorporationSABR6,350 shares · 0.0% of their software$73KFlat
- BILLBILL316 shares · 0.0% of their software$72KFlat
- PTCPTC631 shares · 0.0% of their software$68KFlat
- ZoomInfoZI1,049 shares · 0.0% of their software$63K—
- Fair IsaacFICO130 shares · 0.0% of their software$61KFlat
- F5, Inc.FFIV234 shares · 0.0% of their software$49KFlat
- UiPathPATH2,300 shares · 0.0% of their software$49K−$16.3M
- Calix, Inc.CALX1,000 shares · 0.0% of their software$43K−$851K
- Shift4 Payments, Inc.FOUR700 shares · 0.0% of their software$43KFlat
- StoneCo Ltd.STNE3,480 shares · 0.0% of their software$41KFlat
- GitLabGTLB600 shares · 0.0% of their software$33KFlat
- Rekor Systems, Inc.REKR6,519 shares · 0.0% of their software$29KFlat
- Bentley SystemsBSY637 shares · 0.0% of their software$28KFlat
- Manhattan AssociatesMANH201 shares · 0.0% of their software$28KFlat
- PaylocityPCTY124 shares · 0.0% of their software$26K−$4.8M
- Digital TurbineAPPS304 shares · 0.0% of their software$13KFlat
- Bandwidth Inc.BAND325 shares · 0.0% of their software$11KFlat
- PegasystemsPEGA129 shares · 0.0% of their software$10KFlat
- SchrödingerSDGR300 shares · 0.0% of their software$10KFlat
- BoxBOX300 shares · 0.0% of their software$9KFlat
- Commerce.com, Inc.CMRC252 shares · 0.0% of their software$6KFlat
- SemrushSEMR500 shares · 0.0% of their software$6KFlat
- WixWIX54 shares · 0.0% of their software$6K−$19.6M
- EVERTEC, Inc.EVTC126 shares · 0.0% of their software$5KFlat
- AppianAPPN67 shares · 0.0% of their software$4KFlat
- CertaraCERT200 shares · 0.0% of their software$4KFlat
- SentinelOneS95 shares · 0.0% of their software$4KFlat
- Materialise NVMTLS130 shares · 0.0% of their software$3KFlat
- PagSeguro Digital Ltd.PAGS150 shares · 0.0% of their software$3KFlat
- SamsaraIOT140 shares · 0.0% of their software$2KNew · Flat
- N-ableNABL250 shares · 0.0% of their software$2KFlat
- ProgressPRGS46 shares · 0.0% of their software$2KFlat
- Sportradar Group AGSRAD110 shares · 0.0% of their software$2KFlat
- TeradataTDC45 shares · 0.0% of their software$2KFlat
- AudioEye, Inc.AEYE87 shares · 0.0% of their software$1KFlat
- AmplitudeAMPL70 shares · 0.0% of their software$1KFlat
- AppLovinAPP15 shares · 0.0% of their software$1KFlat
- BrazeBRZE36 shares · 0.0% of their software$1KNew · Flat
- Cerence Inc.CRNC19 shares · 0.0% of their software$1KFlat
- Immersion CorporationIMMR200 shares · 0.0% of their software$1KNew · Flat
- Payoneer Global Inc.PAYO250 shares · 0.0% of their software$1KFlat
- TenableTENB25 shares · 0.0% of their software$1KFlat