Generalist · Toronto, Canada
Manufacturers Life Insurance Company, The
Q2 2020 · compared with Q1 2020
- Software
- $7.1B
- Weight of 13F
- 7.9%
- Names
- 116
- Net bought
- −$193M
Filed 10 August 2020 · SEC filing.
2,817 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
- MicrosoftMSFT15,933,160 shares · 44.7% of their software · price +$730M$3.2B−$225M
- ShopifySHOP649,628 shares · 8.5% of their software · price +$346M$599M−$47.1M
- WorkdayWDAY2,437,158 shares · 6.4% of their software · price +$139M$454M+$102M
- Roper Technologies, Inc.ROP1,080,531 shares · 5.9% of their software · price +$82.6M$417M+$6.7M
- OracleORCL7,117,048 shares · 5.5% of their software · price +$49.4M$390MFlat
- OpenTextOTEX7,286,066 shares · 4.4% of their software · price +$55.1M$309M−$26.0M
- SalesforceCRM1,437,161 shares · 3.7% of their software · price +$62.3M$263M+$3.5M
- AdobeADBE533,837 shares · 3.2% of their software · price +$62.5M$226MFlat
- IntuitINTU473,623 shares · 1.9% of their software · price +$31.3M$136M−$54.2M
- DescartesDSGX1,500,167 shares · 1.7% of their software · price +$27.8M$117M+$8.1M
- CadenceCDNS933,257 shares · 1.2% of their software · price +$27.9M$87.8M+$40.8M
- ServiceNowNOW201,930 shares · 1.1% of their software · price +$23.9M$79.7M−$731K
- Automatic Data Processing, Inc.ADP458,162 shares · 0.9% of their software · price +$5.6M$67.1M−$1.9M
- Fiserv, Inc.FISV686,498 shares · 0.9% of their software · price +$1.8M$66.6M−$2.2M
- VeevaVEEV259,299 shares · 0.8% of their software · price +$20.2M$59.7M+$12.4M
- AutodeskADSK247,127 shares · 0.8% of their software · price +$20.5M$57.4M−$906K
- VeriskVRSK203,799 shares · 0.5% of their software · price +$6.3M$33.5M+$3.9M
- DynatraceDT808,983 shares · 0.5% of their software · price +$13.6M$32.8MNew · +$19.3M
- VeriSign, Inc.VRSN156,375 shares · 0.5% of their software · price +$4.2M$31.9M−$12.0M
- SynopsysSNPS159,812 shares · 0.4% of their software · price +$10.6M$30.3MFlat
- Paychex, Inc.PAYX347,487 shares · 0.4% of their software · price +$4.5M$25.6MFlat
- PaycomPAYC70,462 shares · 0.3% of their software · price +$7.6M$21.2M−$5.4M
- FortinetFTNT144,577 shares · 0.3% of their software · price +$5.2M$19.3M−$1.0M
- SAPSAP132,903 shares · 0.3% of their software · price +$3.9M$18.4MFlat
- AkamaiAKAM172,628 shares · 0.3% of their software · price +$2.7M$18.1MFlat
- FactSetFDS50,767 shares · 0.2% of their software · price +$3.4M$16.6M−$932K
- Fair IsaacFICO38,876 shares · 0.2% of their software · price +$4.3M$15.8M−$801K
- BroadridgeBR122,184 shares · 0.2% of their software · price +$3.8M$15.4MFlat
- WEX Inc.WEX90,544 shares · 0.2% of their software · price +$5.5M$14.7M−$2.8M
- TrimbleTRMB334,801 shares · 0.2% of their software · price +$3.8M$14.3M−$701K
- Tyler TechnologiesTYL35,130 shares · 0.2% of their software · price +$1.8M$11.9M−$6.1M
- Repay Holdings CorporationRPAY471,051 shares · 0.2% of their software · price +$4.8M$11.9MNew · +$6.8M
- Gen DigitalGEN582,312 shares · 0.2% of their software · price +$652K$11.3M−$756K
- ProgressPRGS277,886 shares · 0.2% of their software · price +$1.9M$10.8M−$834K
- CommvaultCVLT280,623 shares · 0.2% of their software$10.7M+$680K
- PTCPTC139,829 shares · 0.2% of their software · price +$2.3M$10.7M−$571K
- NetApp, Inc.NTAP236,588 shares · 0.1% of their software · price +$634K$10.4M−$571K
- VaronisVRNS110,397 shares · 0.1% of their software · price +$2.7M$9.7M+$5.8M
- EVERTEC, Inc.EVTC343,978 shares · 0.1% of their software · price +$1.8M$9.5MFlat
- Rapid7RPD184,110 shares · 0.1% of their software · price +$1.4M$9.2M+$729K
- F5, Inc.FFIV64,722 shares · 0.1% of their software · price +$2.1M$8.9MFlat
- TenableTENB298,745 shares · 0.1% of their software · price +$2.4M$8.7M−$2.1M
- BoxBOX400,247 shares · 0.1% of their software · price +$2.7M$8.1MFlat
- Manhattan AssociatesMANH85,130 shares · 0.1% of their software · price +$3.8M$8.0MFlat
- PaylocityPCTY48,588 shares · 0.1% of their software · price +$2.8M$6.8MNew · +$4.3M
- Shift4 Payments, Inc.FOUR150,000 shares · 0.1% of their software$6.5MNew · +$5.3M
- QualysQLYS64,427 shares · 0.1% of their software · price +$1.1M$6.5M+$3.7M
- WixWIX24,300 shares · 0.1% of their software · price +$3.8M$6.1MFlat
- Sabre CorporationSABR760,837 shares · 0.1% of their software · price +$1.6M$6.0M+$2.2M
- DomoDOMO15,408 shares · 0.1% of their software$6.0M—
- Check PointCHKP56,149 shares · 0.1% of their software$6.0MFlat
- ACI WorldwideACIW220,847 shares · 0.1% of their software · price +$627K$5.8MFlat
- BlackbaudBLKB94,760 shares · 0.1% of their software$5.4MFlat
- LiveRamp Holdings, Inc.RAMP125,191 shares · 0.1% of their software · price +$1.2M$5.3MFlat
- AppFolioAPPF23,336 shares · 0.1% of their software · price +$1.2M$3.7MFlat
- Simulations PlusSLP58,672 shares · 0.0% of their software · price +$1.5M$3.4M+$1.8M
- InterDigital, Inc.IDCC58,899 shares · 0.0% of their software · price +$707K$3.4MFlat
- NetScout Systems, Inc.NTCT125,978 shares · 0.0% of their software$3.2MFlat
- RingCentralRNG11,431 shares · 0.0% of their software · price +$836K$3.1MFlat
- TeradataTDC145,573 shares · 0.0% of their software$3.0MFlat
- ZoomInfoZI61,489 shares · 0.0% of their software$2.9MNew
- BlackBerry LimitedBB590,301 shares · 0.0% of their software$2.8M−$7.3M
- The Trade DeskTTD6,569 shares · 0.0% of their software · price +$1.4M$2.7MFlat
- Q2QTWO29,340 shares · 0.0% of their software · price +$784K$2.5MFlat
- BlackLineBL29,850 shares · 0.0% of their software · price +$904K$2.5MFlat
- Five9FIVN21,147 shares · 0.0% of their software · price +$723K$2.3M−$2.9M
- Palo Alto NetworksPANW9,341 shares · 0.0% of their software · price +$614K$2.1MFlat
- Alarm.com Holdings, Inc.ALRM26,940 shares · 0.0% of their software · price +$698K$1.7MFlat
- ZoomZM6,886 shares · 0.0% of their software · price +$740K$1.7MFlat
- DocuSignDOCU4,905 shares · 0.0% of their software$1.6MFlat
- SPS CommerceSPSC20,822 shares · 0.0% of their software · price +$596K$1.6MFlat
- Bandwidth Inc.BAND11,460 shares · 0.0% of their software · price +$684K$1.4MFlat
- HubSpotHUBS6,243 shares · 0.0% of their software · price +$569K$1.4MNew · +$832K
- Uber Technologies, Inc.UBER44,027 shares · 0.0% of their software$1.3MFlat
- WorkivaWK23,006 shares · 0.0% of their software$1.3MFlat
- Block, Inc.XYZ11,537 shares · 0.0% of their software · price +$606K$1.2MFlat
- AppianAPPN20,203 shares · 0.0% of their software$1.0MFlat
- YextYEXT60,493 shares · 0.0% of their software$978KFlat
- 8x8EGHT60,453 shares · 0.0% of their software$929KFlat
- Cerence Inc.CRNC21,799 shares · 0.0% of their software · price +$555K$843KNew · Flat
- Upbound Group, Inc.UPBD28,906 shares · 0.0% of their software$784KFlat
- SchrödingerSDGR7,896 shares · 0.0% of their software$679KFlat
- TwilioTWLO2,862 shares · 0.0% of their software$604KFlat
- ePlus inc.PLUS7,923 shares · 0.0% of their software$566KFlat
- Digital TurbineAPPS47,554 shares · 0.0% of their software$564KFlat
- Strategy IncMSTR4,645 shares · 0.0% of their software$550KFlat
- OneSpan Inc.OSPN20,086 shares · 0.0% of their software$542KFlat
- Health CatalystHCAT19,222 shares · 0.0% of their software$531KFlat
- CoStarCSGP763 shares · 0.0% of their software$528KFlat
- DatadogDDOG6,166 shares · 0.0% of their software$516KFlat
- OktaOKTA2,436 shares · 0.0% of their software$487KFlat
- PhreesiaPHR17,015 shares · 0.0% of their software$460KFlat
- Calix, Inc.CALX29,174 shares · 0.0% of their software$431KFlat
- CrowdStrikeCRWD4,295 shares · 0.0% of their software$421KFlat
- PDF Solutions, Inc.PDFS17,663 shares · 0.0% of their software$338KFlat
- Tucows Inc.TCX5,432 shares · 0.0% of their software$304KFlat
- SS&CSSNC5,271 shares · 0.0% of their software$292KFlat
- PAR Technology CorporationPAR9,728 shares · 0.0% of their software$288KNew · Flat
- ZscalerZS2,677 shares · 0.0% of their software$282KNew · Flat
- i3 Verticals, Inc.IIIV9,341 shares · 0.0% of their software$279KNew · Flat
- GoDaddyGDDY3,593 shares · 0.0% of their software$261KFlat
- MongoDBMDB1,175 shares · 0.0% of their software$259KNew · Flat
- A10 Networks, Inc.ATEN38,199 shares · 0.0% of their software$254KFlat
- Veritone, Inc.VERI13,812 shares · 0.0% of their software$234KNew · Flat
- Mitek Systems, Inc.MITK24,659 shares · 0.0% of their software$229KFlat
- CloudflareNET6,057 shares · 0.0% of their software$213KNew · Flat
- Agilysys, Inc.AGYS11,509 shares · 0.0% of their software$208KFlat
- Ooma, Inc.OOMA13,415 shares · 0.0% of their software$208KFlat
- Lyft, Inc.LYFT6,240 shares · 0.0% of their software$206KNew · Flat
- Paysign, Inc.PAYS19,278 shares · 0.0% of their software$182KFlat
- Ribbon Communications Inc.RBBN42,829 shares · 0.0% of their software$167KFlat
- Donnelley Financial Solutions, Inc.DFIN19,089 shares · 0.0% of their software$156KFlat
- eGain CorporationEGAN13,723 shares · 0.0% of their software$145KFlat
- Immersion CorporationIMMR13,779 shares · 0.0% of their software$88KFlat
- PowerFleet, Inc.AIOT18,317 shares · 0.0% of their software$83KNew · Flat
- Intellicheck, Inc.IDN10,351 shares · 0.0% of their software$78KNew · Flat