Generalist · Montreal, Canada
National Bank of Canada
Q1 2025 · compared with Q4 2024
Filed as National Bank Of Canada /fi/
- Software
- $7.9B
- Weight of 13F
- 9.3%
- Names
- 129
- Net bought
- +$1.3B
Filed 12 May 2025 · SEC filing.
2,482 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
- MicrosoftMSFT10,404,769 shares · 49.1% of their software · price −$480M$3.9B+$1.2B
- ShopifySHOP9,180,345 shares · 10.9% of their software · price −$99.6M$870M+$50.9M
- SalesforceCRM2,184,827 shares · 7.4% of their software · price −$144M$586M+$270M
- IntuitINTU409,005 shares · 3.2% of their software · price −$5.9M$251M+$110M
- OracleORCL1,586,824 shares · 2.8% of their software · price −$42.6M$222M+$119M
- Strategy IncMSTR744,688 shares · 2.7% of their software · price −$1.0M$215M−$310M
- Automatic Data Processing, Inc.ADP464,739 shares · 1.8% of their software · price +$5.9M$142M+$25.1M
- ServiceNowNOW146,724 shares · 1.5% of their software · price −$38.7M$117MFlat
- AdobeADBE303,291 shares · 1.5% of their software · price −$18.5M$116M−$101M
- PalantirPLTR1,352,788 shares · 1.4% of their software · price +$11.9M$114M+$52.5M
- Uber Technologies, Inc.UBER1,533,112 shares · 1.4% of their software · price +$19.2M$112M−$12.2M
- Fiserv, Inc.FISV441,734 shares · 1.2% of their software · price +$6.8M$97.5M−$19.1M
- GoDaddyGDDY538,514 shares · 1.2% of their software · price −$9.3M$97.0M+$93.3M
- OpenTextOTEX3,465,470 shares · 1.1% of their software · price −$10.6M$86.7M+$1.4M
- DescartesDSGX822,168 shares · 1.0% of their software · price −$10.5M$82.7M+$10.4M
- Palo Alto NetworksPANW438,472 shares · 0.9% of their software · price −$5.0M$74.8M−$22.6M
- CrowdStrikeCRWD199,373 shares · 0.9% of their software · price +$2.1M$70.3M−$4.9M
- CadenceCDNS273,556 shares · 0.9% of their software · price −$12.6M$69.6M+$22.9M
- FortinetFTNT625,215 shares · 0.8% of their software · price +$1.1M$60.2M+$15.3M
- Roper Technologies, Inc.ROP99,983 shares · 0.7% of their software · price +$7.0M$58.9M−$85.9M
- Paychex, Inc.PAYX354,312 shares · 0.7% of their software · price +$5.0M$54.7M+$11.4M
- AutodeskADSK171,088 shares · 0.6% of their software · price −$5.8M$44.8M−$8.7M
- VeriskVRSK136,734 shares · 0.5% of their software · price +$3.0M$40.7M+$10.6M
- WorkdayWDAY172,915 shares · 0.5% of their software · price −$4.2M$40.4M+$8.3M
- SynopsysSNPS90,275 shares · 0.5% of their software · price −$5.1M$38.7M+$4.7M
- CoStarCSGP342,341 shares · 0.3% of their software · price +$2.6M$27.1M+$5.9M
- AkamaiAKAM324,761 shares · 0.3% of their software · price −$4.9M$26.1M+$24.3M
- ToastTOST755,076 shares · 0.3% of their software · price −$2.5M$25.0M+$25.0M
- Fair IsaacFICO13,245 shares · 0.3% of their software · price −$1.9M$24.4M−$9.9M
- BroadridgeBR100,290 shares · 0.3% of their software · price +$1.6M$24.3M+$7.5M
- The Trade DeskTTD400,346 shares · 0.3% of their software · price −$25.1M$21.9M+$38.8M
- Tyler TechnologiesTYL32,294 shares · 0.2% of their software$18.8M+$7.1M
- NetApp, Inc.NTAP185,001 shares · 0.2% of their software · price −$5.2M$16.3MFlat
- Corpay, Inc.CPAY45,192 shares · 0.2% of their software$15.8M+$4.2M
- VeriSign, Inc.VRSN61,982 shares · 0.2% of their software · price +$2.9M$15.7M−$1.7M
- Lyft, Inc.LYFT1,300,282 shares · 0.2% of their software · price −$1.3M$15.4M+$3.5M
- SAPSAP55,743 shares · 0.2% of their software · price +$1.2M$15.0M−$4.9M
- PTCPTC92,289 shares · 0.2% of their software · price −$2.7M$14.3M−$2.2M
- FactSetFDS28,364 shares · 0.2% of their software · price −$727K$12.9M−$1.4M
- TrimbleTRMB189,488 shares · 0.2% of their software · price −$949K$12.4M+$5.0M
- F5, Inc.FFIV43,918 shares · 0.1% of their software · price +$650K$11.7M+$4.2M
- MongoDBMDB59,585 shares · 0.1% of their software · price −$3.4M$10.5M−$40.8M
- LightspeedLSPD1,029,359 shares · 0.1% of their software · price −$6.7M$9.0M−$1.1M
- Gen DigitalGEN315,621 shares · 0.1% of their software$8.4M+$587K
- InterDigital, Inc.IDCC31,941 shares · 0.1% of their software$6.6MNew · +$6.2M
- PaycomPAYC28,370 shares · 0.1% of their software$6.2MFlat
- ZscalerZS27,647 shares · 0.1% of their software$5.5M−$1.4M
- AtlassianTEAM21,631 shares · 0.1% of their software · price −$674K$4.6M−$43.3M
- MorningstarMORN15,120 shares · 0.1% of their software · price −$558K$4.5M−$4.4M
- DatadogDDOG41,696 shares · 0.1% of their software · price −$1.8M$4.1M−$847K
- Gorilla Technology Group Inc.GRRR131,001 shares · 0.0% of their software · price +$1.5M$3.9MNew · +$2.4M
- SoundHound AI, Inc.SOUN433,583 shares · 0.0% of their software · price −$5.1M$3.5M+$8.3M
- SnowflakeSNOW20,869 shares · 0.0% of their software$3.0M−$37.0M
- VeevaVEEV7,942 shares · 0.0% of their software$1.8MFlat
- Block, Inc.XYZ24,645 shares · 0.0% of their software · price −$756K$1.3M−$2.6M
- DuolingoDUOL4,300 shares · 0.0% of their software$1.3M+$1.4M
- CloudflareNET11,200 shares · 0.0% of their software$1.3MFlat
- DoceboDCBO44,587 shares · 0.0% of their software · price −$716K$1.3MFlat
- TeradataTDC43,900 shares · 0.0% of their software$987KFlat
- DocuSignDOCU11,335 shares · 0.0% of their software$923KFlat
- BlackBerry LimitedBB237,746 shares · 0.0% of their software$895KFlat
- HubSpotHUBS798 shares · 0.0% of their software$455KFlat
- Check PointCHKP1,923 shares · 0.0% of their software$437KFlat
- Sangoma Technologies CorporationSANG87,982 shares · 0.0% of their software$388KFlat
- DynatraceDT8,054 shares · 0.0% of their software$380KFlat
- monday.comMNDY1,560 shares · 0.0% of their software$379KFlat
- Full Truck Alliance Co. Ltd.YMM27,457 shares · 0.0% of their software$351KNew · Flat
- AppLovinAPP1,305 shares · 0.0% of their software$346K−$14.9M
- Euronet Worldwide, Inc.EEFT2,287 shares · 0.0% of their software$245K−$3.6M
- SS&CSSNC2,553 shares · 0.0% of their software$213K−$10.0M
- AsanaASAN13,346 shares · 0.0% of their software$194KFlat
- Blaize Holdings, Inc.BZAI85,500 shares · 0.0% of their software · price −$1.1M$173KNew · +$1.3M
- GuidewireGWRE736 shares · 0.0% of their software$138KFlat
- AI Financial CorporationAIFC31,977 shares · 0.0% of their software$124KFlat
- SamsaraIOT2,929 shares · 0.0% of their software$114KFlat
- ZoomZM1,547 shares · 0.0% of their software$114K−$44.0M
- TwilioTWLO1,010 shares · 0.0% of their software$99KFlat
- OktaOKTA830 shares · 0.0% of their software$87K−$23.4M
- NutanixNTNX1,123 shares · 0.0% of their software$78KFlat
- UnityU3,724 shares · 0.0% of their software$73K−$32.3M
- UiPathPATH6,966 shares · 0.0% of their software$72KNew · Flat
- Pagaya Technologies Ltd.PGY6,728 shares · 0.0% of their software$71KFlat
- C3.aiAI2,466 shares · 0.0% of their software$52KFlat
- Manhattan AssociatesMANH276 shares · 0.0% of their software$48K−$8.1M
- StoneCo Ltd.STNE3,723 shares · 0.0% of their software$39KFlat
- Alarum Technologies Ltd.ALAR5,475 shares · 0.0% of their software$34KFlat
- DoximityDOCS576 shares · 0.0% of their software$33KNew · Flat
- Bentley SystemsBSY708 shares · 0.0% of their software$28K−$3.5M
- 8x8EGHT13,160 shares · 0.0% of their software$26KNew
- Palladyne AI Corp.PDYN4,125 shares · 0.0% of their software$24KFlat
- Zeta GlobalZETA1,775 shares · 0.0% of their software$24KFlat
- AvePointAVPT1,337 shares · 0.0% of their software$19KFlat
- ePlus inc.PLUS243 shares · 0.0% of their software$15KFlat
- Tucows Inc.TCX791 shares · 0.0% of their software$13KFlat
- OneSpan Inc.OSPN684 shares · 0.0% of their software$10KFlat
- Grab Holdings LimitedGRAB2,158 shares · 0.0% of their software$10KNew · Flat
- WeRide Inc.WRD638 shares · 0.0% of their software$9KFlat
- Sportradar Group AGSRAD380 shares · 0.0% of their software$8KFlat
- Cellebrite DI Ltd.CLBT329 shares · 0.0% of their software$6KNew · Flat
- DigitalOceanDOCN167 shares · 0.0% of their software$6KFlat
- PowerFleet, Inc.AIOT952 shares · 0.0% of their software$5KFlat
- SemrushSEMR500 shares · 0.0% of their software$5KFlat
- Aeva Technologies, Inc.AEVA635 shares · 0.0% of their software$4KFlat
- Rekor Systems, Inc.REKR5,000 shares · 0.0% of their software$4KFlat
- Global-EGLBE98 shares · 0.0% of their software$3KNew · Flat
- YextYEXT525 shares · 0.0% of their software$3KFlat
- Kingsoft Cloud Holdings LimitedKC225 shares · 0.0% of their software$3KFlat
- PubMaticPUBM332 shares · 0.0% of their software$3KFlat
- Q2QTWO22 shares · 0.0% of their software$2KNew · Flat
- GigaCloud Technology Inc.GCT103 shares · 0.0% of their software$1KFlat
- AudioEye, Inc.AEYE87 shares · 0.0% of their software$966Flat
- Paysafe LimitedPSFE60 shares · 0.0% of their software$940New · Flat
- CommvaultCVLT6 shares · 0.0% of their software$923New · Flat
- DLocal LimitedDLO100 shares · 0.0% of their software$833Flat
- MagniteMGNI69 shares · 0.0% of their software$783New · Flat
- Exodus Movement, Inc.EXOD17 shares · 0.0% of their software$719New · Flat
- AmplitudeAMPL70 shares · 0.0% of their software$713Flat
- Materialise NVMTLS130 shares · 0.0% of their software$636Flat
- AppianAPPN20 shares · 0.0% of their software$576Flat
- Sabre CorporationSABR137 shares · 0.0% of their software$374Flat
- A2Z Cust2Mate Solutions Corp.AZ48 shares · 0.0% of their software$331Flat
- Simulations PlusSLP12 shares · 0.0% of their software$294New · Flat
- FlywireFLYW29 shares · 0.0% of their software$275Flat
- SchrödingerSDGR4 shares · 0.0% of their software$65New · Flat
- Riskified Ltd.RSKD5 shares · 0.0% of their software$23Flat
- Sprout SocialSPT1 shares · 0.0% of their software$22Flat
- Endava plcDAVA1 shares · 0.0% of their software$19Flat
- Xperi Inc.XPER1 shares · 0.0% of their software$8Flat
- CourseraCOUR1 shares · 0.0% of their software$7Flat