Generalist · Toronto, Canada
Manufacturers Life Insurance Company, The
Q1 2020 · compared with Q4 2019
- Software
- $5.5B
- Weight of 13F
- 7.0%
- Names
- 104
- Net bought
- +$837M
Filed 15 May 2020 · SEC filing.
2,783 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 2026205 names$9.4B−$91.9M
- Q1 2026206 names$9.4B+$714M
- Q4 2025204 names$11.8B+$1.2B
- Q3 2025205 names$12.1B+$224M
- Q2 2025204 names$11.4B−$315M
- Q1 2025203 names$9.7B+$486M
- Q4 2024199 names$10.4B+$551M
- Q3 2024198 names$9.5B−$105M
- Q2 2024197 names$9.2B+$301M
- Q1 2024190 names$9.0B−$1.1B
- Q4 2023189 names$9.3B−$552M
- Q3 2023183 names$8.4B+$168M
- Q2 2023176 names$8.7B−$649M
- Q1 2023168 names$8.2B−$286M
- Q4 2022166 names$7.1B+$438M
- Q3 2022159 names$6.4B−$237M
- Q2 2022159 names$7.1B+$4.0B
- Q1 2022150 names$8.1B+$1.0B
- Q4 2021147 names$8.4B−$1.0B
- Q3 2021155 names$9.2B−$97.4M
- Q2 2021152 names$8.9B−$628M
- Q1 2021139 names$8.5B+$117M
- Q4 2020135 names$8.2B−$131M
- Q3 2020124 names$7.7B−$232M
- Q2 2020116 names$7.1B−$193M
- Q1 2020104 names$5.5B+$837M
- Q4 2019107 names$5.1B+$69.0M
- Q3 2019103 names$4.6B+$314M
- Q2 2019100 names$4.3B−$218M
- Q1 201984 names$4.2B−$469M
- Q4 201884 names$3.9B+$239M
- Q3 201884 names$4.2B−$244M
- Q2 2018103 names$3.9B−$67.7M
- Q1 2018100 names$3.8B−$127M
- Q4 201798 names$3.7B+$519M
- Q3 201794 names$2.9B−$190M
- Q2 201793 names$2.9B−$17.5M
- Q1 201790 names$2.8B+$578M
- Q4 201689 names$2.0B−$73.8M
- Q3 201684 names$2.2B−$107M
- Q2 201684 names$2.1B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT17,357,372 shares · 49.6% of their software$2.7B+$362M
- OracleORCL7,100,226 shares · 6.2% of their software · price −$33.0M$343M+$23.1M
- Roper Technologies, Inc.ROP1,058,892 shares · 6.0% of their software · price −$44.9M$330M−$26.7M
- ShopifySHOP762,684 shares · 5.7% of their software · price +$14.8M$316M+$96.1M
- OpenTextOTEX8,030,602 shares · 5.0% of their software · price −$73.5M$278M+$104M
- WorkdayWDAY1,657,043 shares · 3.9% of their software · price −$56.7M$216M+$38.1M
- SalesforceCRM1,412,877 shares · 3.7% of their software · price −$26.4M$203M+$8.1M
- AdobeADBE536,067 shares · 3.1% of their software · price −$6.2M$171M+$7.8M
- IntuitINTU709,334 shares · 3.0% of their software · price −$22.6M$163M+$109M
- Fiserv, Inc.FISV709,244 shares · 1.2% of their software · price −$14.6M$67.4M+$12.8M
- Automatic Data Processing, Inc.ADP471,857 shares · 1.2% of their software · price −$16.0M$64.5M+$11.2M
- ServiceNowNOW204,481 shares · 1.1% of their software · price +$871K$58.6M+$8.2M
- DescartesDSGX1,264,134 shares · 0.8% of their software · price −$10.5M$43.1M+$1.5M
- VeriSign, Inc.VRSN223,184 shares · 0.7% of their software · price −$2.8M$40.2M+$11.9M
- AutodeskADSK252,931 shares · 0.7% of their software · price −$6.9M$39.5M−$14.7M
- VeevaVEEV180,115 shares · 0.5% of their software · price +$2.8M$28.2M+$18.8M
- VeriskVRSK176,014 shares · 0.4% of their software · price −$1.8M$24.5M+$3.2M
- Paychex, Inc.PAYX348,336 shares · 0.4% of their software · price −$7.7M$21.9M+$3.7M
- SynopsysSNPS162,887 shares · 0.4% of their software · price −$1.7M$21.0M+$3.2M
- CadenceCDNS315,004 shares · 0.4% of their software · price −$1.0M$20.8M+$3.8M
- PaycomPAYC97,191 shares · 0.4% of their software · price −$6.1M$19.6M+$23.9M
- Tyler TechnologiesTYL55,832 shares · 0.3% of their software$16.6MFlat
- AkamaiAKAM176,223 shares · 0.3% of their software · price +$901K$16.1M+$2.1M
- FortinetFTNT154,518 shares · 0.3% of their software · price −$864K$15.6M+$2.3M
- SAPSAP133,586 shares · 0.3% of their software · price −$3.1M$14.8M+$4.5M
- FactSetFDS54,342 shares · 0.3% of their software$14.2MFlat
- Fair IsaacFICO41,478 shares · 0.2% of their software · price −$2.8M$12.8MFlat
- WEX Inc.WEX117,543 shares · 0.2% of their software · price −$12.3M$12.3M−$5.2M
- BroadridgeBR125,024 shares · 0.2% of their software · price −$3.6M$11.9M+$2.2M
- Gen DigitalGEN622,734 shares · 0.2% of their software · price −$4.2M$11.7M+$2.3M
- TrimbleTRMB356,814 shares · 0.2% of their software · price −$3.5M$11.4MFlat
- CommvaultCVLT263,818 shares · 0.2% of their software · price −$1.1M$10.7M+$8.1M
- NetApp, Inc.NTAP250,284 shares · 0.2% of their software · price −$5.1M$10.4M+$1.5M
- ProgressPRGS303,945 shares · 0.2% of their software · price −$2.9M$9.7M+$4.7M
- BlackBerry LimitedBB2,365,943 shares · 0.2% of their software · price −$5.4M$9.6M+$6.0M
- PTCPTC149,151 shares · 0.2% of their software · price −$2.0M$9.1MFlat
- PagSeguro Digital Ltd.PAGS453,192 shares · 0.2% of their software · price −$6.7M$8.8MNew · +$15.5M
- TenableTENB393,324 shares · 0.2% of their software · price −$826K$8.6M+$1.6M
- EVERTEC, Inc.EVTC348,301 shares · 0.1% of their software · price −$3.9M$7.9M+$2.6M
- StoneCo Ltd.STNE354,850 shares · 0.1% of their software · price −$6.4M$7.7M−$10.2M
- Rapid7RPD167,276 shares · 0.1% of their software · price −$2.1M$7.2MFlat
- F5, Inc.FFIV66,664 shares · 0.1% of their software · price −$2.2M$7.1M+$925K
- Check PointCHKP60,849 shares · 0.1% of their software · price −$634K$6.1MFlat
- ACI WorldwideACIW235,396 shares · 0.1% of their software · price −$3.2M$5.7MFlat
- BlackbaudBLKB100,062 shares · 0.1% of their software · price −$2.4M$5.6MFlat
- BoxBOX366,232 shares · 0.1% of their software · price −$1.0M$5.1M−$1.6M
- Manhattan AssociatesMANH91,522 shares · 0.1% of their software · price −$2.7M$4.6MFlat
- LiveRamp Holdings, Inc.RAMP137,711 shares · 0.1% of their software · price −$2.1M$4.5MFlat
- Five9FIVN58,629 shares · 0.1% of their software · price +$638K$4.5MFlat
- TeradataTDC161,168 shares · 0.1% of their software · price −$1.0M$3.3MFlat
- NetScout Systems, Inc.NTCT137,692 shares · 0.1% of their software$3.3MFlat
- InterDigital, Inc.IDCC63,593 shares · 0.1% of their software · price −$627K$2.8MFlat
- AppFolioAPPF23,780 shares · 0.0% of their software$2.6MFlat
- RingCentralRNG11,476 shares · 0.0% of their software$2.4MFlat
- WixWIX23,400 shares · 0.0% of their software · price −$505K$2.4MFlat
- Sabre CorporationSABR392,260 shares · 0.0% of their software · price −$6.5M$2.3MFlat
- QualysQLYS21,333 shares · 0.0% of their software$1.9M−$6.4M
- Q2QTWO27,630 shares · 0.0% of their software · price −$608K$1.6MFlat
- Palo Alto NetworksPANW9,379 shares · 0.0% of their software · price −$631K$1.5MFlat
- BlackLineBL27,553 shares · 0.0% of their software$1.5M−$1.3M
- The Trade DeskTTD6,410 shares · 0.0% of their software$1.2MFlat
- VaronisVRNS18,933 shares · 0.0% of their software$1.2MFlat
- Uber Technologies, Inc.UBER40,328 shares · 0.0% of their software$1.1MFlat
- SPS CommerceSPSC22,058 shares · 0.0% of their software$1.0MFlat
- ZoomZM6,464 shares · 0.0% of their software · price +$505K$945KFlat
- Alarm.com Holdings, Inc.ALRM23,516 shares · 0.0% of their software$915KFlat
- AppianAPPN22,299 shares · 0.0% of their software$897KFlat
- 8x8EGHT60,761 shares · 0.0% of their software$842K—
- WorkivaWK23,591 shares · 0.0% of their software$763KFlat
- Bandwidth Inc.BAND10,372 shares · 0.0% of their software$698KFlat
- YextYEXT61,185 shares · 0.0% of their software$623KFlat
- Strategy IncMSTR5,168 shares · 0.0% of their software$610KFlat
- SS&CSSNC13,116 shares · 0.0% of their software$575KFlat
- Block, Inc.XYZ10,154 shares · 0.0% of their software$532K−$1.5M
- ePlus inc.PLUS8,359 shares · 0.0% of their software$523KFlat
- CoStarCSGP865 shares · 0.0% of their software$508KFlat
- Upbound Group, Inc.UPBD31,295 shares · 0.0% of their software$443KFlat
- DocuSignDOCU4,241 shares · 0.0% of their software$392KFlat
- OneSpan Inc.OSPN21,376 shares · 0.0% of their software$388KFlat
- OktaOKTA2,760 shares · 0.0% of their software$337KFlat
- SchrödingerSDGR7,280 shares · 0.0% of their software$314KNew · Flat
- PhreesiaPHR14,774 shares · 0.0% of their software$311KNew · Flat
- TwilioTWLO3,242 shares · 0.0% of their software$290KFlat
- Health CatalystHCAT10,868 shares · 0.0% of their software$284KNew · Flat
- Tucows Inc.TCX5,871 shares · 0.0% of their software$283KFlat
- Simulations PlusSLP7,777 shares · 0.0% of their software$272KFlat
- CrowdStrikeCRWD4,865 shares · 0.0% of their software$271KFlat
- DatadogDDOG6,986 shares · 0.0% of their software$251KNew · Flat
- GoDaddyGDDY4,070 shares · 0.0% of their software$232KFlat
- Agilysys, Inc.AGYS13,114 shares · 0.0% of their software$219KFlat
- PDF Solutions, Inc.PDFS18,642 shares · 0.0% of their software$218KFlat
- Calix, Inc.CALX30,488 shares · 0.0% of their software$216KFlat
- A10 Networks, Inc.ATEN33,936 shares · 0.0% of their software$211KFlat
- Digital TurbineAPPS48,346 shares · 0.0% of their software$208KFlat
- Mitek Systems, Inc.MITK25,117 shares · 0.0% of their software$198KFlat
- Ooma, Inc.OOMA13,539 shares · 0.0% of their software$162KFlat
- Ribbon Communications Inc.RBBN40,968 shares · 0.0% of their software$124KFlat
- DomoDOMO12,116 shares · 0.0% of their software$120K—
- Donnelley Financial Solutions, Inc.DFIN21,388 shares · 0.0% of their software$113KFlat
- Immersion CorporationIMMR21,103 shares · 0.0% of their software$113KFlat
- eGain CorporationEGAN14,828 shares · 0.0% of their software$109KFlat
- Paysign, Inc.PAYS20,090 shares · 0.0% of their software$104K−$940K
- International Money Express, Inc.IMXI10,989 shares · 0.0% of their software$100KNew · Flat
- DHI Group, Inc.DHX32,886 shares · 0.0% of their software$71KFlat