Generalist · Montreal, Canada
National Bank of Canada
Q4 2024 · compared with Q3 2024
Filed as National Bank Of Canada /fi/
- Software
- $7.6B
- Weight of 13F
- 9.8%
- Names
- 132
- Net bought
- +$57.8M
Filed 12 February 2025 · SEC filing.
2,506 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
- MicrosoftMSFT7,545,978 shares · 42.1% of their software · price −$66.4M$3.2B−$817M
- ShopifySHOP8,701,656 shares · 12.3% of their software · price +$228M$927M+$104M
- Strategy IncMSTR1,815,993 shares · 7.0% of their software · price +$220M$526M+$303M
- SalesforceCRM1,376,358 shares · 6.1% of their software · price +$83.4M$460M+$110M
- AdobeADBE529,680 shares · 3.1% of their software · price −$38.7M$236M+$69.1M
- ServiceNowNOW146,945 shares · 2.1% of their software · price +$24.4M$156M+$42.4M
- IntuitINTU234,119 shares · 1.9% of their software · price +$1.8M$147M−$29.3M
- OracleORCL870,261 shares · 1.9% of their software · price −$3.3M$145M−$27.7M
- Roper Technologies, Inc.ROP265,194 shares · 1.8% of their software · price −$9.7M$138M+$93.0M
- Automatic Data Processing, Inc.ADP378,984 shares · 1.5% of their software · price +$6.1M$111M−$63.2M
- Fiserv, Inc.FISV534,892 shares · 1.5% of their software · price +$13.8M$110M+$91.5M
- Uber Technologies, Inc.UBER1,735,113 shares · 1.4% of their software · price −$25.7M$105M+$31.8M
- Palo Alto NetworksPANW562,496 shares · 1.4% of their software · price −$89.9M$102M+$123M
- OpenTextOTEX3,415,178 shares · 1.3% of their software · price −$16.9M$96.7M−$21.7M
- DescartesDSGX730,778 shares · 1.1% of their software · price +$7.8M$83.2M+$3.3M
- CrowdStrikeCRWD213,628 shares · 1.0% of their software · price +$13.2M$73.1M−$17.8M
- AutodeskADSK200,669 shares · 0.8% of their software · price +$4.0M$59.3M−$29.6M
- CadenceCDNS197,238 shares · 0.8% of their software · price +$5.8M$59.3M−$21.6M
- MongoDBMDB235,040 shares · 0.7% of their software · price −$8.8M$54.7M+$59.4M
- PalantirPLTR659,042 shares · 0.7% of their software · price +$25.3M$49.8M+$2.7M
- AtlassianTEAM199,741 shares · 0.6% of their software · price +$16.9M$48.6M+$31.6M
- ZoomZM540,182 shares · 0.6% of their software · price +$6.4M$44.1M+$37.6M
- FortinetFTNT463,496 shares · 0.6% of their software · price +$7.8M$43.8M−$9.9M
- SnowflakeSNOW260,697 shares · 0.5% of their software · price +$10.3M$40.3M−$55.7M
- SynopsysSNPS80,561 shares · 0.5% of their software · price −$1.7M$39.1M−$14.8M
- Paychex, Inc.PAYX272,810 shares · 0.5% of their software · price +$1.6M$38.3M+$1.9M
- WorkdayWDAY140,926 shares · 0.5% of their software · price +$1.9M$36.4M+$21.3M
- Fair IsaacFICO18,241 shares · 0.5% of their software · price +$865K$36.3M−$3.1M
- UnityU1,439,295 shares · 0.4% of their software$32.3M+$32.5M
- VeriskVRSK98,113 shares · 0.4% of their software · price +$733K$27.0M−$10.3M
- OktaOKTA297,837 shares · 0.3% of their software · price +$1.3M$23.5M+$22.1M
- NetApp, Inc.NTAP188,887 shares · 0.3% of their software · price −$1.4M$21.9M−$9.6M
- PTCPTC104,449 shares · 0.3% of their software$19.2M+$10.1M
- CoStarCSGP260,581 shares · 0.2% of their software · price −$1.0M$18.7M−$2.5M
- SAPSAP75,692 shares · 0.2% of their software · price +$1.3M$18.6M+$560K
- LightspeedLSPD1,100,881 shares · 0.2% of their software · price −$1.4M$16.8M−$994K
- AppLovinAPP47,350 shares · 0.2% of their software · price +$9.2M$15.3M+$6.1M
- BroadridgeBR67,321 shares · 0.2% of their software · price +$745K$15.2M−$1.1M
- FactSetFDS31,219 shares · 0.2% of their software · price +$638K$15.0M+$1.4M
- VeriSign, Inc.VRSN70,027 shares · 0.2% of their software · price +$1.2M$14.5M−$550K
- Lyft, Inc.LYFT1,027,628 shares · 0.2% of their software$13.3M+$10.3M
- GoDaddyGDDY65,709 shares · 0.2% of their software · price +$2.7M$13.0M−$11.7M
- Tyler TechnologiesTYL20,038 shares · 0.2% of their software$11.6M−$1.0M
- Corpay, Inc.CPAY32,637 shares · 0.1% of their software · price +$837K$11.0M+$10.1M
- SS&CSSNC133,995 shares · 0.1% of their software$10.2M+$9.6M
- MorningstarMORN28,121 shares · 0.1% of their software$9.5MFlat
- TrimbleTRMB118,300 shares · 0.1% of their software · price +$1.0M$8.4M−$697K
- The Trade DeskTTD69,948 shares · 0.1% of their software · price +$551K$8.2M−$2.6M
- Manhattan AssociatesMANH30,279 shares · 0.1% of their software$8.2M+$8.2M
- Gen DigitalGEN294,198 shares · 0.1% of their software$8.1M+$7.0M
- F5, Inc.FFIV27,170 shares · 0.1% of their software · price +$850K$6.8M+$776K
- DatadogDDOG47,622 shares · 0.1% of their software · price +$1.3M$6.8M−$18.7M
- AkamaiAKAM70,354 shares · 0.1% of their software$6.7M−$716K
- ZscalerZS35,451 shares · 0.1% of their software$6.4M−$5.9M
- PaycomPAYC27,834 shares · 0.1% of their software · price +$1.1M$5.7M−$7.0M
- BILLBILL57,300 shares · 0.1% of their software · price +$1.8M$4.9M+$1.5M
- Block, Inc.XYZ55,710 shares · 0.1% of their software · price +$995K$4.7M+$513K
- Euronet Worldwide, Inc.EEFT37,031 shares · 0.1% of their software$3.8M+$3.7M
- Bentley SystemsBSY74,893 shares · 0.0% of their software$3.5M−$558K
- ToastTOST70,465 shares · 0.0% of their software · price +$574K$2.6MNew · +$2.0M
- DoceboDCBO46,280 shares · 0.0% of their software$2.1M−$729K
- VeevaVEEV9,038 shares · 0.0% of their software$1.9MFlat
- TeradataTDC43,900 shares · 0.0% of their software$1.4MNew · +$1.3M
- DocuSignDOCU11,827 shares · 0.0% of their software$1.1MFlat
- BlackBerry LimitedBB254,032 shares · 0.0% of their software$967KFlat
- CloudflareNET8,650 shares · 0.0% of their software$932KFlat
- HubSpotHUBS926 shares · 0.0% of their software$645KFlat
- Sangoma Technologies CorporationSANG74,855 shares · 0.0% of their software$521KFlat
- GitLabGTLB6,567 shares · 0.0% of their software$370KNew · Flat
- Check PointCHKP1,979 shares · 0.0% of their software$369KFlat
- AsanaASAN13,906 shares · 0.0% of their software$282KFlat
- SoundHound AI, Inc.SOUN12,938 shares · 0.0% of their software$257KFlat
- monday.comMNDY917 shares · 0.0% of their software$216KNew · Flat
- GuidewireGWRE1,087 shares · 0.0% of their software$183KFlat
- AI Financial CorporationAIFC32,000 shares · 0.0% of their software$149KFlat
- C3.aiAI2,999 shares · 0.0% of their software$103KFlat
- TwilioTWLO665 shares · 0.0% of their software$72KFlat
- NutanixNTNX1,136 shares · 0.0% of their software$70KFlat
- DynatraceDT1,258 shares · 0.0% of their software$68KFlat
- FreshworksFRSH3,967 shares · 0.0% of their software$64KFlat
- Pagaya Technologies Ltd.PGY6,660 shares · 0.0% of their software$62KFlat
- Alarum Technologies Ltd.ALAR5,475 shares · 0.0% of their software$58KNew · Flat
- Priority Technology Holdings, Inc.PRTH4,725 shares · 0.0% of their software$56KNew · Flat
- Tucows Inc.TCX3,149 shares · 0.0% of their software$54KFlat
- BoxBOX1,564 shares · 0.0% of their software$49KFlat
- SamsaraIOT1,031 shares · 0.0% of their software$45KNew · Flat
- Sabre CorporationSABR11,462 shares · 0.0% of their software$42KFlat
- Rekor Systems, Inc.REKR25,000 shares · 0.0% of their software$39KFlat
- StoneCo Ltd.STNE3,743 shares · 0.0% of their software$30KFlat
- Sportradar Group AGSRAD1,569 shares · 0.0% of their software$27KFlat
- AvePointAVPT1,386 shares · 0.0% of their software$23KFlat
- NextNav Inc.NN1,348 shares · 0.0% of their software$21KNew · Flat
- ePlus inc.PLUS258 shares · 0.0% of their software$19KFlat
- OneSpan Inc.OSPN968 shares · 0.0% of their software$18KNew · Flat
- Payoneer Global Inc.PAYO1,690 shares · 0.0% of their software$17KNew · Flat
- GigaCloud Technology Inc.GCT900 shares · 0.0% of their software$17KFlat
- Zeta GlobalZETA677 shares · 0.0% of their software$12K−$714K
- Yalla Group LimitedYALA2,500 shares · 0.0% of their software$10KFlat
- PowerFleet, Inc.AIOT1,263 shares · 0.0% of their software$8KFlat
- DuolingoDUOL25 shares · 0.0% of their software$8KNew · Flat
- ElasticESTC70 shares · 0.0% of their software$7KFlat
- SemrushSEMR500 shares · 0.0% of their software$6KFlat
- PubMaticPUBM334 shares · 0.0% of their software$5KFlat
- AmplitudeAMPL341 shares · 0.0% of their software$4KFlat
- WeRide Inc.WRD240 shares · 0.0% of their software$3KNew · Flat
- Aeva Technologies, Inc.AEVA715 shares · 0.0% of their software$3KFlat
- YextYEXT525 shares · 0.0% of their software$3KFlat
- Kingsoft Cloud Holdings LimitedKC225 shares · 0.0% of their software$2KFlat
- DigitalOceanDOCN69 shares · 0.0% of their software$2KFlat
- DLocal LimitedDLO100 shares · 0.0% of their software$1KFlat
- AudioEye, Inc.AEYE67 shares · 0.0% of their software$1KFlat
- Materialise NVMTLS130 shares · 0.0% of their software$915Flat
- AppianAPPN20 shares · 0.0% of their software$660New · Flat
- FlywireFLYW29 shares · 0.0% of their software$598New · Flat
- Digital TurbineAPPS301 shares · 0.0% of their software$509Flat
- Mitek Systems, Inc.MITK33 shares · 0.0% of their software$367New · Flat
- A2Z Cust2Mate Solutions Corp.AZ48 shares · 0.0% of their software$318New · Flat
- Arqit Quantum Inc.ARQQ8 shares · 0.0% of their software$311Flat
- Palladyne AI Corp.PDYN25 shares · 0.0% of their software$307Flat
- JFrogFROG8 shares · 0.0% of their software$235New · Flat
- CertaraCERT12 shares · 0.0% of their software$128Flat
- PAR Technology CorporationPAR1 shares · 0.0% of their software$73New · Flat
- Intapp, Inc.INTA1 shares · 0.0% of their software$64Flat
- Smartbird, IncBIRD9 shares · 0.0% of their software$63New · Flat
- Endava plcDAVA1 shares · 0.0% of their software$31Flat
- Sprout SocialSPT1 shares · 0.0% of their software$31Flat
- Consensus Cloud Solutions, Inc.CCSI1 shares · 0.0% of their software$24Flat
- Riskified Ltd.RSKD5 shares · 0.0% of their software$24Flat
- Beamr Imaging Ltd.BMR3 shares · 0.0% of their software$15New · Flat
- PagSeguro Digital Ltd.PAGS2 shares · 0.0% of their software$13New · Flat
- Xperi Inc.XPER1 shares · 0.0% of their software$10Flat
- CourseraCOUR1 shares · 0.0% of their software$8Flat