Generalist · Toronto, Canada
Manufacturers Life Insurance Company, The
Q4 2022 · compared with Q3 2022
- Software
- $7.1B
- Weight of 13F
- 7.8%
- Names
- 166
- Net bought
- +$438M
Filed 13 February 2023 · SEC filing.
2,923 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
- MicrosoftMSFT10,626,276 shares · 35.8% of their software · price +$73.5M$2.5B+$367M
- SalesforceCRM5,068,242 shares · 9.4% of their software · price −$57.0M$672M+$68.5M
- WorkdayWDAY3,971,772 shares · 9.3% of their software · price +$60.0M$665M+$110M
- OracleORCL7,201,167 shares · 8.3% of their software · price +$149M$589M+$157M
- Roper Technologies, Inc.ROP1,276,502 shares · 7.7% of their software · price +$92.5M$552M−$48.0M
- CadenceCDNS2,428,099 shares · 5.5% of their software · price −$6.8M$390MFlat
- IntuitINTU717,820 shares · 3.9% of their software · price +$1.4M$280M+$7.5M
- ShopifySHOP4,762,025 shares · 2.3% of their software · price +$37.0M$165MFlat
- AdobeADBE357,269 shares · 1.7% of their software · price +$21.9M$120M−$120M
- ServiceNowNOW246,885 shares · 1.3% of their software · price +$2.6M$96.0MFlat
- AutodeskADSK507,290 shares · 1.3% of their software$94.8M+$1.0M
- Fiserv, Inc.FISV769,095 shares · 1.1% of their software · price +$5.8M$77.7M−$2.1M
- Automatic Data Processing, Inc.ADP298,094 shares · 1.0% of their software · price +$3.8M$71.2M−$841K
- DescartesDSGX911,496 shares · 0.9% of their software · price +$5.6M$63.5M−$8.8M
- SynopsysSNPS171,062 shares · 0.8% of their software · price +$2.4M$54.8M−$5.1M
- OpenTextOTEX1,110,806 shares · 0.5% of their software · price +$3.6M$32.9M−$38.2M
- Paychex, Inc.PAYX256,009 shares · 0.4% of their software · price +$858K$29.6M+$842K
- CommvaultCVLT467,777 shares · 0.4% of their software · price +$4.6M$29.4M−$6.5M
- VeevaVEEV176,727 shares · 0.4% of their software · price −$619K$28.8M+$867K
- SAPSAP277,627 shares · 0.4% of their software · price +$6.1M$28.6MFlat
- TenableTENB744,425 shares · 0.4% of their software · price +$2.5M$28.4M+$1.0M
- VaronisVRNS1,081,996 shares · 0.4% of their software · price −$2.8M$25.9M+$1.5M
- ProgressPRGS511,767 shares · 0.4% of their software · price +$4.0M$25.8M−$3.9M
- FortinetFTNT521,767 shares · 0.4% of their software$25.5M−$2.5M
- PAR Technology CorporationPAR955,355 shares · 0.3% of their software · price −$3.3M$24.9MFlat
- CoStarCSGP294,898 shares · 0.3% of their software · price +$2.3M$22.8MFlat
- Adeia Inc.ADEA2,129,921 shares · 0.3% of their software · price +$7.1M$20.2M+$3.2M
- VeriskVRSK114,334 shares · 0.3% of their software · price +$673K$20.2M−$928K
- VeriSign, Inc.VRSN67,092 shares · 0.2% of their software · price +$2.1M$13.8MFlat
- LightspeedLSPD944,509 shares · 0.2% of their software · price −$3.1M$13.5M+$5.6M
- PaycomPAYC40,565 shares · 0.2% of their software · price −$798K$12.6MFlat
- Xperi Inc.XPER1,443,558 shares · 0.2% of their software · price −$25.1M$12.4MNew · +$37.5M
- Fair IsaacFICO20,289 shares · 0.2% of their software · price +$3.8M$12.1MFlat
- Sabre CorporationSABR1,938,649 shares · 0.2% of their software · price +$2.0M$12.0M−$1.3M
- BroadridgeBR86,636 shares · 0.2% of their software · price −$883K$11.6MFlat
- FactSetFDS27,513 shares · 0.2% of their software$11.0MFlat
- NetApp, Inc.NTAP176,182 shares · 0.1% of their software$10.6MFlat
- Gen DigitalGEN448,251 shares · 0.1% of their software · price +$578K$9.6MFlat
- AkamaiAKAM113,609 shares · 0.1% of their software$9.6MFlat
- Tyler TechnologiesTYL29,321 shares · 0.1% of their software · price −$736K$9.5MFlat
- Amdocs LimitedDOX103,000 shares · 0.1% of their software · price +$1.2M$9.4MNew · +$8.2M
- PTCPTC74,808 shares · 0.1% of their software · price +$1.2M$9.0MFlat
- TrimbleTRMB174,037 shares · 0.1% of their software · price −$646K$8.8MFlat
- MongoDBMDB42,038 shares · 0.1% of their software$8.4MFlat
- FlywireFLYW325,480 shares · 0.1% of their software$8.0M+$2.8M
- Grab Holdings LimitedGRAB2,451,932 shares · 0.1% of their software · price +$1.4M$7.9M+$4.1M
- Block, Inc.XYZ119,581 shares · 0.1% of their software · price +$939K$7.5MFlat
- BILLBILL66,503 shares · 0.1% of their software · price −$1.6M$7.2M−$891K
- AtlassianTEAM53,768 shares · 0.1% of their software · price −$4.4M$7.0MNew · +$11.3M
- F5, Inc.FFIV47,240 shares · 0.1% of their software$6.8MFlat
- PaylocityPCTY33,587 shares · 0.1% of their software · price −$1.6M$6.5MFlat
- DoceboDCBO195,824 shares · 0.1% of their software · price +$1.2M$6.5MFlat
- WEX Inc.WEX38,684 shares · 0.1% of their software · price +$1.4M$6.3MFlat
- DynatraceDT165,058 shares · 0.1% of their software · price +$576K$6.3MFlat
- Manhattan AssociatesMANH50,421 shares · 0.1% of their software · price −$586K$6.1MFlat
- Check PointCHKP41,635 shares · 0.1% of their software · price +$589K$5.3MFlat
- SnowflakeSNOW35,409 shares · 0.1% of their software · price −$936K$5.1MFlat
- QualysQLYS42,126 shares · 0.1% of their software · price −$1.1M$4.7MFlat
- Calix, Inc.CALX67,182 shares · 0.1% of their software$4.6MFlat
- ProcorePCOR83,537 shares · 0.1% of their software$3.9MFlat
- Euronet Worldwide, Inc.EEFT38,262 shares · 0.1% of their software · price +$712K$3.6MFlat
- DatadogDDOG47,153 shares · 0.0% of their software · price −$720K$3.5MFlat
- BlackbaudBLKB53,031 shares · 0.0% of their software · price +$785K$3.1MFlat
- ACI WorldwideACIW132,155 shares · 0.0% of their software$3.0MFlat
- DoximityDOCS88,186 shares · 0.0% of their software$3.0MFlat
- CrowdStrikeCRWD28,336 shares · 0.0% of their software · price −$1.7M$3.0MFlat
- TeradataTDC82,407 shares · 0.0% of their software$2.8MFlat
- Sangoma Technologies CorporationSANG433,136 shares · 0.0% of their software$2.0MFlat
- SPS CommerceSPSC14,504 shares · 0.0% of their software$1.9MFlat
- WixWIX23,375 shares · 0.0% of their software$1.8MFlat
- BoxBOX56,470 shares · 0.0% of their software$1.8MFlat
- BlackBerry LimitedBB503,868 shares · 0.0% of their software · price −$726K$1.6MFlat
- WorkivaWK19,122 shares · 0.0% of their software$1.6MFlat
- BlackLineBL22,359 shares · 0.0% of their software$1.5MFlat
- Palo Alto NetworksPANW10,662 shares · 0.0% of their software$1.5MFlat
- Uber Technologies, Inc.UBER47,607 shares · 0.0% of their software$1.2MFlat
- ZoomInfoZI38,688 shares · 0.0% of their software$1.2M—
- Alight, Inc.ALIT138,658 shares · 0.0% of their software$1.2MFlat
- ZoomZM16,627 shares · 0.0% of their software$1.1MFlat
- Sprout SocialSPT18,585 shares · 0.0% of their software$1.0MFlat
- StoneCo Ltd.STNE104,757 shares · 0.0% of their software$989KFlat
- Alarm.com Holdings, Inc.ALRM19,372 shares · 0.0% of their software$959KFlat
- CertaraCERT56,640 shares · 0.0% of their software$915KFlat
- PagerDutyPD34,383 shares · 0.0% of their software$913KFlat
- NetScout Systems, Inc.NTCT27,417 shares · 0.0% of their software$891KFlat
- GoDaddyGDDY10,904 shares · 0.0% of their software$816KFlat
- AppFolioAPPF7,695 shares · 0.0% of their software$811KFlat
- Rapid7RPD23,825 shares · 0.0% of their software$810KFlat
- HubSpotHUBS2,685 shares · 0.0% of their software$779KFlat
- DigitalOceanDOCN30,272 shares · 0.0% of their software$771KFlat
- EVERTEC, Inc.EVTC23,068 shares · 0.0% of their software$747KFlat
- Clear Secure, Inc.YOU25,204 shares · 0.0% of their software$691KFlat
- DuolingoDUOL9,667 shares · 0.0% of their software$688KFlat
- PhreesiaPHR19,794 shares · 0.0% of their software$641KFlat
- Agilysys, Inc.AGYS8,089 shares · 0.0% of their software$640KFlat
- LiveRamp Holdings, Inc.RAMP26,746 shares · 0.0% of their software$627KFlat
- Q2QTWO22,596 shares · 0.0% of their software$607KFlat
- InterDigital, Inc.IDCC12,001 shares · 0.0% of their software$594KFlat
- Digital TurbineAPPS37,472 shares · 0.0% of their software$571KFlat
- CourseraCOUR46,140 shares · 0.0% of their software$546KFlat
- MagniteMGNI50,971 shares · 0.0% of their software$540KFlat
- Strategy IncMSTR3,747 shares · 0.0% of their software$530KFlat
- AppianAPPN16,098 shares · 0.0% of their software$524KFlat
- GuidewireGWRE7,910 shares · 0.0% of their software$495KFlat
- Payoneer Global Inc.PAYO89,400 shares · 0.0% of their software$489KFlat
- The Trade DeskTTD10,659 shares · 0.0% of their software$478KFlat
- Remitly Global, Inc.RELY41,673 shares · 0.0% of their software$477KFlat
- ePlus inc.PLUS10,433 shares · 0.0% of their software$462KFlat
- Upbound Group, Inc.UPBD20,347 shares · 0.0% of their software$459KFlat
- Bentley SystemsBSY11,932 shares · 0.0% of their software$441KFlat
- A10 Networks, Inc.ATEN25,354 shares · 0.0% of their software$422KFlat
- AsanaASAN30,540 shares · 0.0% of their software$421KFlat
- SchrödingerSDGR21,934 shares · 0.0% of their software$410KFlat
- SS&CSSNC7,583 shares · 0.0% of their software$395KFlat
- Donnelley Financial Solutions, Inc.DFIN10,072 shares · 0.0% of their software$389KFlat
- OktaOKTA5,659 shares · 0.0% of their software$387KFlat
- FastlyFSLY45,524 shares · 0.0% of their software$373KFlat
- Consensus Cloud Solutions, Inc.CCSI6,677 shares · 0.0% of their software$359KFlat
- Zeta GlobalZETA43,695 shares · 0.0% of their software$357KNew · Flat
- ZscalerZS3,147 shares · 0.0% of their software$352KFlat
- PDF Solutions, Inc.PDFS11,924 shares · 0.0% of their software$340KFlat
- UnityU11,593 shares · 0.0% of their software$331KFlat
- Five9FIVN4,624 shares · 0.0% of their software$314KFlat
- PalantirPLTR47,238 shares · 0.0% of their software$303KFlat
- CloudflareNET6,661 shares · 0.0% of their software$301KFlat
- N-ableNABL29,291 shares · 0.0% of their software$301KFlat
- C3.aiAI26,607 shares · 0.0% of their software$298KFlat
- International Money Express, Inc.IMXI12,197 shares · 0.0% of their software$297KFlat
- YextYEXT45,224 shares · 0.0% of their software$295KFlat
- Cerence Inc.CRNC15,504 shares · 0.0% of their software$287KFlat
- MorningstarMORN1,302 shares · 0.0% of their software$282KFlat
- Repay Holdings CorporationRPAY34,097 shares · 0.0% of their software$274KFlat
- DocuSignDOCU4,947 shares · 0.0% of their software$274K−$105M
- AmplitudeAMPL22,540 shares · 0.0% of their software$272KFlat
- DropboxDBX11,457 shares · 0.0% of their software$256KFlat
- Health CatalystHCAT22,016 shares · 0.0% of their software$234KFlat
- Simulations PlusSLP6,345 shares · 0.0% of their software$232KFlat
- ToastTOST12,835 shares · 0.0% of their software$231KFlat
- AlkamiALKT15,582 shares · 0.0% of their software$227KFlat
- Commerce.com, Inc.CMRC25,684 shares · 0.0% of their software$224KFlat
- Bandwidth Inc.BAND9,528 shares · 0.0% of their software$219KNew · Flat
- PubMaticPUBM16,748 shares · 0.0% of their software$215KFlat
- AvePointAVPT51,512 shares · 0.0% of their software$212KFlat
- i3 Verticals, Inc.IIIV8,694 shares · 0.0% of their software$212KNew · Flat
- TwilioTWLO4,256 shares · 0.0% of their software$208KFlat
- 8x8EGHT45,598 shares · 0.0% of their software$197K—
- UiPathPATH14,855 shares · 0.0% of their software$189KFlat
- OneSpan Inc.OSPN15,736 shares · 0.0% of their software$176KFlat
- DomoDOMO12,147 shares · 0.0% of their software$173KFlat
- Mitek Systems, Inc.MITK17,045 shares · 0.0% of their software$165KFlat
- SentinelOneS11,102 shares · 0.0% of their software$162KFlat
- Paysafe LimitedPSFE11,236 shares · 0.0% of their software$156KNew · Flat
- Lyft, Inc.LYFT11,865 shares · 0.0% of their software$131KFlat
- CCC Intelligent Solutions Holdings Inc.CCC14,286 shares · 0.0% of their software$124KFlat
- SmartRent, Inc.SMRT50,963 shares · 0.0% of their software$124KFlat
- Blend Labs, Inc.BLND78,481 shares · 0.0% of their software$113KFlat
- Telos CorporationTLS21,352 shares · 0.0% of their software$109KFlat
- EverCommerceEVCM13,134 shares · 0.0% of their software$98KFlat
- Ribbon Communications Inc.RBBN33,030 shares · 0.0% of their software$92KFlat
- DHI Group, Inc.DHX16,158 shares · 0.0% of their software$85KFlat
- Rackspace Technology, Inc.RXT28,541 shares · 0.0% of their software$84KFlat
- NextNav Inc.NN27,586 shares · 0.0% of their software$81KNew · Flat
- Rimini Street, Inc.RMNI20,682 shares · 0.0% of their software$79KFlat
- Veritone, Inc.VERI13,189 shares · 0.0% of their software$70KFlat
- CS Disco, Inc.LAW10,234 shares · 0.0% of their software$65KNew · Flat
- Nerdy Inc.NRDY24,432 shares · 0.0% of their software$55KFlat