Generalist · Montreal, Canada
National Bank of Canada
Q1 2026 · compared with Q4 2025
Filed as National Bank Of Canada /fi/
- Software
- $9.6B
- Weight of 13F
- 9.8%
- Names
- 140
- Net bought
- +$2.1B
2,619 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
- MicrosoftMSFT11,902,573 shares · 46.0% of their software · price −$1.4B$4.4B+$962M
- ShopifySHOP12,811,918 shares · 15.8% of their software · price −$543M$1.5B+$546M
- PalantirPLTR4,719,275 shares · 7.2% of their software · price −$149M$690M+$103M
- OracleORCL2,950,290 shares · 4.5% of their software · price −$141M$434M−$110M
- AdobeADBE1,404,690 shares · 3.6% of their software · price −$150M$341M+$339M
- Uber Technologies, Inc.UBER3,757,685 shares · 2.8% of their software · price −$36.8M$270M+$141M
- ServiceNowNOW2,366,262 shares · 2.6% of their software · price −$115M$247M+$239M
- CrowdStrikeCRWD549,528 shares · 2.2% of their software · price −$43.1M$215M+$86.3M
- Palo Alto NetworksPANW1,239,268 shares · 2.1% of their software · price −$29.6M$199M+$48.8M
- SynopsysSNPS404,422 shares · 1.7% of their software · price −$29.6M$160M+$105M
- IntuitINTU363,508 shares · 1.6% of their software · price −$83.6M$157M+$10.6M
- SalesforceCRM508,715 shares · 1.0% of their software · price −$39.8M$95.0M−$124M
- Automatic Data Processing, Inc.ADP431,799 shares · 0.9% of their software · price −$23.3M$87.7M−$38.3M
- AppLovinAPP199,380 shares · 0.8% of their software · price −$55.0M$79.4M+$55.2M
- CadenceCDNS262,376 shares · 0.8% of their software · price −$9.1M$72.9M−$1.4M
- OpenTextOTEX3,066,599 shares · 0.7% of their software · price −$31.7M$67.7M+$8.6M
- Strategy IncMSTR529,984 shares · 0.7% of their software · price −$14.4M$66.1M−$71.7M
- FortinetFTNT784,902 shares · 0.7% of their software · price +$1.8M$64.1M−$1.2M
- AutodeskADSK198,123 shares · 0.5% of their software · price −$11.2M$47.4M−$6.2M
- Roper Technologies, Inc.ROP113,703 shares · 0.4% of their software · price −$10.4M$40.2M−$12.0M
- WorkdayWDAY230,770 shares · 0.3% of their software · price −$19.6M$30.0M−$21.5M
- Paychex, Inc.PAYX323,975 shares · 0.3% of their software · price −$6.5M$29.8M−$11.2M
- NetApp, Inc.NTAP198,332 shares · 0.2% of their software · price −$932K$20.3M+$3.6M
- DatadogDDOG161,651 shares · 0.2% of their software · price −$2.9M$19.1M−$16.0M
- Block, Inc.XYZ313,725 shares · 0.2% of their software · price −$1.5M$18.9M−$10.4M
- VeriSign, Inc.VRSN57,381 shares · 0.1% of their software$14.3MFlat
- VeriskVRSK68,134 shares · 0.1% of their software · price −$2.3M$12.9M−$21.1M
- DescartesDSGX169,492 shares · 0.1% of their software · price −$2.7M$12.0M−$15.6M
- TrimbleTRMB162,783 shares · 0.1% of their software · price −$2.1M$10.6M−$16.8M
- Fair IsaacFICO9,412 shares · 0.1% of their software · price −$5.9M$10.0MFlat
- PTCPTC70,249 shares · 0.1% of their software · price −$2.2M$10.0M−$1.3M
- F5, Inc.FFIV30,225 shares · 0.1% of their software · price +$1.0M$8.7MFlat
- The Trade DeskTTD364,607 shares · 0.1% of their software · price −$5.6M$8.3MFlat
- SoundHound AI, Inc.SOUN1,112,100 shares · 0.1% of their software · price −$3.4M$7.6M+$11.0M
- GoDaddyGDDY91,404 shares · 0.1% of their software · price −$3.8M$7.6M−$2.0M
- DuolingoDUOL74,800 shares · 0.1% of their software · price −$5.8M$7.4M+$13.1M
- ZoomZM85,552 shares · 0.1% of their software · price −$505K$6.9M+$6.8M
- ZscalerZS43,790 shares · 0.1% of their software · price −$3.7M$6.1M−$632K
- SAPSAP34,319 shares · 0.1% of their software · price −$2.5M$5.9M+$601K
- AtlassianTEAM82,525 shares · 0.1% of their software · price −$7.7M$5.6MFlat
- Shift4 Payments, Inc.FOUR124,546 shares · 0.1% of their software · price −$2.4M$5.4MNew · +$7.8M
- BroadridgeBR32,848 shares · 0.1% of their software · price −$2.0M$5.3M−$30.3M
- Corpay, Inc.CPAY13,994 shares · 0.0% of their software$4.1M−$5.8M
- AkamaiAKAM34,817 shares · 0.0% of their software · price +$961K$4.0M−$4.9M
- Gorilla Technology Group Inc.GRRR376,300 shares · 0.0% of their software$4.0MFlat
- Tyler TechnologiesTYL11,444 shares · 0.0% of their software · price −$1.3M$3.9M−$4.7M
- Gen DigitalGEN194,715 shares · 0.0% of their software · price −$1.6M$3.7M−$6.1M
- Full Truck Alliance Co. Ltd.YMM406,044 shares · 0.0% of their software · price −$987K$3.4MNew · +$4.4M
- SnowflakeSNOW20,701 shares · 0.0% of their software · price −$1.4M$3.1M+$928K
- CloudflareNET13,642 shares · 0.0% of their software$2.8MFlat
- FactSetFDS10,143 shares · 0.0% of their software · price −$742K$2.2M−$4.7M
- Rezolve AI PLCRZLV796,500 shares · 0.0% of their software$2.0M+$2.0M
- LightspeedLSPD222,166 shares · 0.0% of their software · price −$693K$2.0MFlat
- CoStarCSGP45,497 shares · 0.0% of their software · price −$1.2M$1.8M−$20.7M
- Kingsoft Cloud Holdings LimitedKC136,800 shares · 0.0% of their software$1.8M+$1.4M
- MongoDBMDB7,392 shares · 0.0% of their software · price −$1.3M$1.8MFlat
- CoreWeave, Inc.CRWV20,712 shares · 0.0% of their software$1.6MFlat
- Fiserv, Inc.FISV23,945 shares · 0.0% of their software$1.3MFlat
- BlackBerry LimitedBB411,378 shares · 0.0% of their software$1.3M−$1.5M
- GuidewireGWRE7,238 shares · 0.0% of their software$1.1MFlat
- UiPathPATH57,112 shares · 0.0% of their software$634K+$815K
- VeevaVEEV3,448 shares · 0.0% of their software$606KFlat
- Sangoma Technologies CorporationSANG97,263 shares · 0.0% of their software$379KFlat
- TwilioTWLO2,874 shares · 0.0% of their software$362KFlat
- SS&CSSNC4,670 shares · 0.0% of their software$316KFlat
- FastlyFSLY10,419 shares · 0.0% of their software$303KFlat
- ToastTOST11,216 shares · 0.0% of their software$298KFlat
- OktaOKTA3,600 shares · 0.0% of their software$284KFlat
- HubSpotHUBS1,080 shares · 0.0% of their software$264KFlat
- monday.comMNDY3,792 shares · 0.0% of their software$262K−$969K
- Aeva Technologies, Inc.AEVA17,128 shares · 0.0% of their software$225KFlat
- DynatraceDT5,857 shares · 0.0% of their software$217KFlat
- UnityU9,851 shares · 0.0% of their software$216KFlat
- NutanixNTNX5,034 shares · 0.0% of their software$192KFlat
- DocuSignDOCU4,000 shares · 0.0% of their software$190K−$2.4M
- DoceboDCBO10,478 shares · 0.0% of their software$181KFlat
- Lyft, Inc.LYFT13,444 shares · 0.0% of their software$179KFlat
- Upbound Group, Inc.UPBD8,601 shares · 0.0% of their software$155KFlat
- Figma, Inc.FIG7,052 shares · 0.0% of their software$149KFlat
- SamsaraIOT4,323 shares · 0.0% of their software$137KFlat
- Yalla Group LimitedYALA20,500 shares · 0.0% of their software$128K−$552K
- PaycomPAYC954 shares · 0.0% of their software$116K−$3.5M
- Bentley SystemsBSY2,637 shares · 0.0% of their software$93KFlat
- Infleqtion, Inc.INFQ7,401 shares · 0.0% of their software$73KNew · Flat
- ProcorePCOR1,106 shares · 0.0% of their software$63K−$10.9M
- Quantum eMotion Corp.QNC25,007 shares · 0.0% of their software$56KNew · Flat
- Allot Ltd.ALLT7,942 shares · 0.0% of their software$53KFlat
- Yuanbao Inc.YB3,000 shares · 0.0% of their software$53KNew · Flat
- Palladyne AI Corp.PDYN7,825 shares · 0.0% of their software$47KFlat
- StoneCo Ltd.STNE3,123 shares · 0.0% of their software$44KFlat
- Five9FIVN2,582 shares · 0.0% of their software$39KNew · Flat
- WEX Inc.WEX236 shares · 0.0% of their software$37KFlat
- NICENICE302 shares · 0.0% of their software$33KFlat
- BTQ Technologies Corp.BTQ11,896 shares · 0.0% of their software$31KFlat
- Joint Stock Company Kaspi.kzKSPI381 shares · 0.0% of their software$28KFlat
- AI Financial CorporationAIFC14,877 shares · 0.0% of their software$16KFlat
- Arqit Quantum Inc.ARQQ1,093 shares · 0.0% of their software$14K−$640K
- Dave Inc.DAVE78 shares · 0.0% of their software$14KFlat
- Tucows Inc.TCX572 shares · 0.0% of their software$12KFlat
- GigaCloud Technology Inc.GCT269 shares · 0.0% of their software$12KNew · Flat
- Euronet Worldwide, Inc.EEFT171 shares · 0.0% of their software$11KFlat
- C3.aiAI1,188 shares · 0.0% of their software$10K−$11.9M
- Zeta GlobalZETA582 shares · 0.0% of their software$9KFlat
- DigitalOceanDOCN97 shares · 0.0% of their software$8KFlat
- WixWIX84 shares · 0.0% of their software$8KNew · Flat
- GitLabGTLB341 shares · 0.0% of their software$7KFlat
- Grab Holdings LimitedGRAB1,979 shares · 0.0% of their software$7KNew · Flat
- Creative Realities, Inc.CREX1,363 shares · 0.0% of their software$5KFlat
- ElasticESTC87 shares · 0.0% of their software$4KNew · Flat
- Sportradar Group AGSRAD257 shares · 0.0% of their software$4KFlat
- PowerFleet, Inc.AIOT1,276 shares · 0.0% of their software$4KFlat
- Rackspace Technology, Inc.RXT3,700 shares · 0.0% of their software$4KNew · Flat
- Sabre CorporationSABR2,358 shares · 0.0% of their software$3KFlat
- Sprout SocialSPT510 shares · 0.0% of their software$3KNew · Flat
- PubMaticPUBM325 shares · 0.0% of their software$3KFlat
- Blend Labs, Inc.BLND1,550 shares · 0.0% of their software$3KFlat
- VertexVERX218 shares · 0.0% of their software$3KNew · Flat
- AsanaASAN371 shares · 0.0% of their software$2KFlat
- PDF Solutions, Inc.PDFS69 shares · 0.0% of their software$2KNew · Flat
- YextYEXT494 shares · 0.0% of their software$2KFlat
- SchrödingerSDGR112 shares · 0.0% of their software$1KFlat
- Cerence Inc.CRNC142 shares · 0.0% of their software$894Flat
- FreshworksFRSH101 shares · 0.0% of their software$811New · Flat
- Materialise NVMTLS130 shares · 0.0% of their software$640Flat
- AudioEye, Inc.AEYE87 shares · 0.0% of their software$551Flat
- Cellebrite DI Ltd.CLBT35 shares · 0.0% of their software$482New · Flat
- AmplitudeAMPL70 shares · 0.0% of their software$477Flat
- FlywireFLYW33 shares · 0.0% of their software$384Flat
- A2Z Cust2Mate Solutions Corp.AZ48 shares · 0.0% of their software$319Flat
- AIB Data Centers Inc.AIB281 shares · 0.0% of their software$281New · Flat
- Duos Technologies Group, Inc.DUOT25 shares · 0.0% of their software$172Flat
- Via Transportation, Inc.VIA11 shares · 0.0% of their software$165New · Flat
- PagerDutyPD26 shares · 0.0% of their software$161New · Flat
- AvePointAVPT16 shares · 0.0% of their software$152Flat
- Smartbird, IncBIRD41 shares · 0.0% of their software$123New · Flat
- Exodus Movement, Inc.EXOD19 shares · 0.0% of their software$122Flat
- NextNav Inc.NN4 shares · 0.0% of their software$64Flat
- Simulations PlusSLP1 shares · 0.0% of their software$12Flat
- Beamr Imaging Ltd.BMR8 shares · 0.0% of their software$11New · Flat
- Riskified Ltd.RSKD1 shares · 0.0% of their software$4Flat