Generalist · Toronto, Canada
Manufacturers Life Insurance Company, The
Q1 2025 · compared with Q4 2024
- Software
- $9.7B
- Weight of 13F
- 9.3%
- Names
- 203
- Net bought
- +$486M
Filed 15 May 2025 · SEC filing.
2,842 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
- MicrosoftMSFT9,755,728 shares · 37.6% of their software · price −$450M$3.7B+$62.0M
- WorkdayWDAY3,736,609 shares · 9.0% of their software · price −$91.5M$873MFlat
- AdobeADBE1,895,642 shares · 7.5% of their software · price −$116M$727M+$365M
- SalesforceCRM2,603,607 shares · 7.2% of their software · price −$172M$699M+$61.0M
- ShopifySHOP6,167,782 shares · 6.1% of their software · price −$66.9M$590M−$106M
- OracleORCL4,126,679 shares · 5.9% of their software · price −$111M$577M+$74.6M
- Roper Technologies, Inc.ROP354,154 shares · 2.1% of their software · price +$24.7M$209MFlat
- Uber Technologies, Inc.UBER2,741,811 shares · 2.1% of their software · price +$34.4M$200M+$51.2M
- ServiceNowNOW222,593 shares · 1.8% of their software · price −$58.8M$177M+$40.1M
- AutodeskADSK609,704 shares · 1.6% of their software · price −$20.6M$160M−$7.4M
- IntuitINTU228,071 shares · 1.4% of their software · price −$3.3M$140M−$5.4M
- OpenTextOTEX4,255,015 shares · 1.1% of their software · price −$13.0M$108M−$15.5M
- PalantirPLTR1,258,906 shares · 1.1% of their software · price +$11.0M$106MFlat
- Fiserv, Inc.FISV478,427 shares · 1.1% of their software · price +$7.4M$106M−$13.6M
- Automatic Data Processing, Inc.ADP239,901 shares · 0.8% of their software · price +$3.1M$73.3M−$1.7M
- Palo Alto NetworksPANW391,965 shares · 0.7% of their software · price −$4.4M$66.9M−$1.0M
- SynopsysSNPS137,382 shares · 0.6% of their software · price −$7.8M$58.9M+$1.8M
- CrowdStrikeCRWD166,448 shares · 0.6% of their software · price +$1.7M$58.7M+$2.7M
- GoDaddyGDDY325,221 shares · 0.6% of their software · price −$5.6M$58.6M+$4.2M
- CommvaultCVLT363,868 shares · 0.6% of their software · price +$2.5M$57.4M+$9.0M
- DescartesDSGX501,705 shares · 0.5% of their software · price −$6.4M$50.8M−$7.3M
- Q2QTWO565,503 shares · 0.5% of their software · price −$11.7M$45.2M+$13.3M
- VaronisVRNS1,102,810 shares · 0.5% of their software · price −$4.4M$44.6M+$12.8M
- SAPSAP156,984 shares · 0.4% of their software · price +$3.5M$42.1M−$16.8M
- CadenceCDNS163,606 shares · 0.4% of their software · price −$7.5M$41.6M−$17.9M
- TenableTENB1,129,790 shares · 0.4% of their software · price −$5.0M$39.5M+$6.1M
- FortinetFTNT388,779 shares · 0.4% of their software · price +$692K$37.4M−$894K
- Paychex, Inc.PAYX235,993 shares · 0.4% of their software · price +$3.3M$36.4MFlat
- ProgressPRGS672,685 shares · 0.4% of their software · price −$9.2M$34.7M+$9.9M
- BrazeBRZE931,405 shares · 0.3% of their software · price −$5.4M$33.6M+$4.7M
- AlkamiALKT1,269,771 shares · 0.3% of their software · price −$13.2M$33.3M+$15.0M
- YextYEXT5,224,194 shares · 0.3% of their software · price −$1.0M$32.2M+$3.9M
- Adeia Inc.ADEA2,317,585 shares · 0.3% of their software · price −$1.8M$30.6M+$2.1M
- Fair IsaacFICO14,262 shares · 0.3% of their software · price −$2.1M$26.3M−$1.3M
- VeriskVRSK86,404 shares · 0.3% of their software · price +$1.9M$25.7MFlat
- CoStarCSGP275,800 shares · 0.2% of their software · price +$2.1M$21.9M+$1.0M
- VeevaVEEV93,918 shares · 0.2% of their software · price +$2.0M$21.8M+$4.7M
- Full Truck Alliance Co. Ltd.YMM1,498,085 shares · 0.2% of their software · price +$2.9M$19.1M+$3.3M
- Xperi Inc.XPER2,151,343 shares · 0.2% of their software · price −$5.5M$16.6M+$3.0M
- BroadridgeBR68,246 shares · 0.2% of their software · price +$1.1M$16.5MFlat
- NetApp, Inc.NTAP175,373 shares · 0.2% of their software · price −$5.0M$15.4M−$673K
- Tyler TechnologiesTYL25,341 shares · 0.2% of their software$14.7MFlat
- Corpay, Inc.CPAY41,926 shares · 0.2% of their software$14.6MFlat
- VeriSign, Inc.VRSN49,060 shares · 0.1% of their software · price +$2.3M$12.5MFlat
- FactSetFDS24,020 shares · 0.1% of their software · price −$616K$10.9MFlat
- PTCPTC69,742 shares · 0.1% of their software · price −$2.0M$10.8MFlat
- DocuSignDOCU124,810 shares · 0.1% of their software · price −$1.1M$10.2M−$4.3M
- F5, Inc.FFIV37,053 shares · 0.1% of their software · price +$548K$9.9M−$2.0M
- GuidewireGWRE51,446 shares · 0.1% of their software · price +$966K$9.6M+$5.6M
- TrimbleTRMB143,436 shares · 0.1% of their software · price −$719K$9.4M−$2.7M
- DuolingoDUOL29,729 shares · 0.1% of their software$9.2MFlat
- Gen DigitalGEN335,319 shares · 0.1% of their software$8.9MFlat
- DynatraceDT187,543 shares · 0.1% of their software · price −$1.4M$8.8M−$2.1M
- Tuya Inc.TUYA2,910,046 shares · 0.1% of their software · price +$3.6M$8.8MNew · +$5.2M
- PaycomPAYC37,570 shares · 0.1% of their software · price +$508K$8.2MFlat
- Manhattan AssociatesMANH46,425 shares · 0.1% of their software · price −$4.5M$8.0M+$1.8M
- Check PointCHKP34,042 shares · 0.1% of their software · price +$1.4M$7.8MFlat
- AkamaiAKAM87,965 shares · 0.1% of their software · price −$1.3M$7.1MFlat
- MorningstarMORN21,809 shares · 0.1% of their software · price −$805K$6.5MFlat
- PaylocityPCTY34,896 shares · 0.1% of their software$6.5MFlat
- DoximityDOCS105,936 shares · 0.1% of their software$6.1MFlat
- WEX Inc.WEX36,270 shares · 0.1% of their software · price −$664K$5.7MFlat
- QualysQLYS41,910 shares · 0.1% of their software · price −$599K$5.3MFlat
- AppLovinAPP17,999 shares · 0.0% of their software · price −$1.1M$4.8M+$910K
- DropboxDBX178,256 shares · 0.0% of their software · price −$594K$4.8MFlat
- Shift4 Payments, Inc.FOUR55,906 shares · 0.0% of their software · price −$1.2M$4.6MFlat
- Grab Holdings LimitedGRAB995,721 shares · 0.0% of their software$4.5M−$24.7M
- DatadogDDOG45,355 shares · 0.0% of their software · price −$2.0M$4.5MFlat
- AppFolioAPPF18,876 shares · 0.0% of their software · price −$506K$4.2MFlat
- Euronet Worldwide, Inc.EEFT34,255 shares · 0.0% of their software$3.7MFlat
- Strategy IncMSTR12,057 shares · 0.0% of their software$3.5M+$545K
- BILLBILL75,580 shares · 0.0% of their software · price −$2.9M$3.5M−$3.8M
- monday.comMNDY13,754 shares · 0.0% of their software$3.3MFlat
- ACI WorldwideACIW60,181 shares · 0.0% of their software$3.3MFlat
- WixWIX18,940 shares · 0.0% of their software · price −$969K$3.1MFlat
- SnowflakeSNOW21,082 shares · 0.0% of their software$3.1MFlat
- InterDigital, Inc.IDCC14,585 shares · 0.0% of their software$3.0MFlat
- Clearwater AnalyticsCWAN110,532 shares · 0.0% of their software$3.0M—
- SPS CommerceSPSC21,697 shares · 0.0% of their software · price −$1.1M$2.9MFlat
- BlackbaudBLKB43,195 shares · 0.0% of their software · price −$513K$2.7MFlat
- BoxBOX81,158 shares · 0.0% of their software$2.5MFlat
- ZoomInfoZI229,704 shares · 0.0% of their software$2.3MFlat
- WorkivaWK29,942 shares · 0.0% of their software · price −$1.0M$2.3MFlat
- SamsaraIOT58,604 shares · 0.0% of their software$2.2M+$574K
- ProcorePCOR33,713 shares · 0.0% of their software$2.2MFlat
- Block, Inc.XYZ40,223 shares · 0.0% of their software · price −$1.2M$2.2MFlat
- Intapp, Inc.INTA33,708 shares · 0.0% of their software$2.0MFlat
- Remitly Global, Inc.RELY91,559 shares · 0.0% of their software$1.9MFlat
- HubSpotHUBS3,291 shares · 0.0% of their software$1.9M−$713K
- UnityU91,276 shares · 0.0% of their software$1.8MFlat
- SS&CSSNC21,393 shares · 0.0% of their software$1.8MFlat
- GitLabGTLB37,412 shares · 0.0% of their software$1.8MFlat
- ElasticESTC19,298 shares · 0.0% of their software$1.7MFlat
- BlackBerry LimitedBB443,600 shares · 0.0% of their software$1.7MFlat
- FreshworksFRSH118,165 shares · 0.0% of their software$1.7MFlat
- Rubrik, Inc.RBRK26,808 shares · 0.0% of their software$1.6M+$933K
- CloudflareNET14,368 shares · 0.0% of their software$1.6MFlat
- ZscalerZS8,063 shares · 0.0% of their software$1.6MFlat
- TwilioTWLO16,309 shares · 0.0% of their software$1.6M−$2.3M
- SoundHound AI, Inc.SOUN195,706 shares · 0.0% of their software · price −$2.3M$1.6MFlat
- Zeta GlobalZETA112,726 shares · 0.0% of their software$1.5MFlat
- BlackLineBL31,232 shares · 0.0% of their software$1.5MFlat
- Alight, Inc.ALIT254,706 shares · 0.0% of their software$1.5MFlat
- WaystarWAY40,184 shares · 0.0% of their software$1.5M+$795K
- Bentley SystemsBSY37,919 shares · 0.0% of their software$1.5M+$1.2M
- Alarm.com Holdings, Inc.ALRM25,841 shares · 0.0% of their software$1.4MFlat
- C3.aiAI66,967 shares · 0.0% of their software · price −$896K$1.4MFlat
- SentinelOneS75,875 shares · 0.0% of their software$1.4MFlat
- Global-EGLBE36,008 shares · 0.0% of their software · price −$680K$1.3MFlat
- Clear Secure, Inc.YOU48,020 shares · 0.0% of their software$1.2MFlat
- DigitalOceanDOCN36,694 shares · 0.0% of their software$1.2MFlat
- Lyft, Inc.LYFT103,071 shares · 0.0% of their software$1.2MFlat
- UiPathPATH118,219 shares · 0.0% of their software$1.2MFlat
- StoneCo Ltd.STNE113,721 shares · 0.0% of their software$1.2MFlat
- The Trade DeskTTD21,749 shares · 0.0% of their software · price −$1.4M$1.2MFlat
- VertexVERX33,474 shares · 0.0% of their software · price −$614K$1.2MFlat
- Calix, Inc.CALX32,930 shares · 0.0% of their software$1.2MFlat
- Amdocs LimitedDOX12,549 shares · 0.0% of their software$1.1M−$31.0M
- PAR Technology CorporationPAR18,700 shares · 0.0% of their software$1.1MFlat
- Payoneer Global Inc.PAYO156,568 shares · 0.0% of their software$1.1MFlat
- CCC Intelligent Solutions Holdings Inc.CCC122,885 shares · 0.0% of their software$1.1MFlat
- ZoomZM14,406 shares · 0.0% of their software$1.1MFlat
- NCR Atleos CorporationNATL39,946 shares · 0.0% of their software$1.1MFlat
- EVERTEC, Inc.EVTC28,118 shares · 0.0% of their software$1.0MFlat
- AtlassianTEAM4,680 shares · 0.0% of their software$1.0M−$2.1M
- Agilysys, Inc.AGYS13,694 shares · 0.0% of their software · price −$810K$993KFlat
- MongoDBMDB5,595 shares · 0.0% of their software$984K−$2.2M
- AvePointAVPT67,893 shares · 0.0% of their software$980KFlat
- NutanixNTNX13,869 shares · 0.0% of their software$968K−$1.8M
- OktaOKTA8,980 shares · 0.0% of their software$945KFlat
- LiveRamp Holdings, Inc.RAMP36,065 shares · 0.0% of their software$943KFlat
- PegasystemsPEGA13,214 shares · 0.0% of their software$919KFlat
- Rapid7RPD34,143 shares · 0.0% of their software$905KFlat
- LightspeedLSPD102,434 shares · 0.0% of their software · price −$664K$901KFlat
- Core Scientific, Inc.CORZ123,501 shares · 0.0% of their software · price −$841K$894KFlat
- PagerDutyPD48,796 shares · 0.0% of their software$892KFlat
- ePlus inc.PLUS14,297 shares · 0.0% of their software$873KFlat
- MagniteMGNI73,263 shares · 0.0% of their software$836KFlat
- nCinoNCNO29,390 shares · 0.0% of their software$807KFlat
- Life360, Inc.LIF20,784 shares · 0.0% of their software$798KFlat
- ToastTOST22,477 shares · 0.0% of their software$746K−$1.8M
- NetScout Systems, Inc.NTCT34,983 shares · 0.0% of their software$735KFlat
- AsanaASAN49,954 shares · 0.0% of their software$728KFlat
- PhreesiaPHR28,024 shares · 0.0% of their software$716KFlat
- Donnelley Financial Solutions, Inc.DFIN14,002 shares · 0.0% of their software$612KFlat
- AppianAPPN21,104 shares · 0.0% of their software$608KFlat
- Upbound Group, Inc.UPBD25,223 shares · 0.0% of their software$604KFlat
- NextNav Inc.NN49,215 shares · 0.0% of their software$599KFlat
- A10 Networks, Inc.ATEN35,701 shares · 0.0% of their software$583KFlat
- FlywireFLYW59,978 shares · 0.0% of their software · price −$667K$570KFlat
- SchrödingerSDGR28,376 shares · 0.0% of their software$560KFlat
- Sprout SocialSPT25,362 shares · 0.0% of their software$558KFlat
- KlaviyoKVYO18,362 shares · 0.0% of their software$556KFlat
- Sabre CorporationSABR188,612 shares · 0.0% of their software$530KFlat
- Diebold Nixdorf, IncorporatedDBD11,897 shares · 0.0% of their software$520KFlat
- PagSeguro Digital Ltd.PAGS66,041 shares · 0.0% of their software$504KFlat
- SprinklrCXM58,674 shares · 0.0% of their software$490KFlat
- TeradataTDC21,293 shares · 0.0% of their software$479K−$1.7M
- CourseraCOUR69,825 shares · 0.0% of their software$465KFlat
- FastlyFSLY72,075 shares · 0.0% of their software$456KFlat
- Five9FIVN16,236 shares · 0.0% of their software$441KFlat
- DoubleVerifyDV31,720 shares · 0.0% of their software$424KFlat
- AmplitudeAMPL39,688 shares · 0.0% of their software$404KFlat
- Ibotta, Inc.IBTA9,362 shares · 0.0% of their software$395KFlat
- RingCentralRNG15,579 shares · 0.0% of their software$386KFlat
- Dave Inc.DAVE4,312 shares · 0.0% of their software$356KFlat
- PDF Solutions, Inc.PDFS16,039 shares · 0.0% of their software$307KFlat
- N-ableNABL42,221 shares · 0.0% of their software$299KFlat
- CertaraCERT28,592 shares · 0.0% of their software$283KFlat
- Blend Labs, Inc.BLND84,065 shares · 0.0% of their software$282KFlat
- Grindr Inc.GRND13,548 shares · 0.0% of their software$243KFlat
- ServiceTitanTTAN2,198 shares · 0.0% of their software$209KNew · Flat
- SemrushSEMR21,880 shares · 0.0% of their software$204K—
- i3 Verticals, Inc.IIIV8,217 shares · 0.0% of their software$203KNew · Flat
- OneSpan Inc.OSPN13,284 shares · 0.0% of their software$203KFlat
- PowerFleet, Inc.AIOT34,347 shares · 0.0% of their software$189KFlat
- Repay Holdings CorporationRPAY31,084 shares · 0.0% of their software$173KFlat
- Paysafe LimitedPSFE10,964 shares · 0.0% of their software$172KFlat
- Thryv Holdings, Inc.THRY12,864 shares · 0.0% of their software$165KFlat
- Commerce.com, Inc.CMRC25,779 shares · 0.0% of their software$148KFlat
- International Money Express, Inc.IMXI11,051 shares · 0.0% of their software$139KFlat
- PubMaticPUBM14,895 shares · 0.0% of their software$136KFlat
- Ribbon Communications Inc.RBBN34,406 shares · 0.0% of their software$135KFlat
- Mitek Systems, Inc.MITK16,270 shares · 0.0% of their software$134KFlat
- Pagaya Technologies Ltd.PGY12,268 shares · 0.0% of their software$129KFlat
- Cerence Inc.CRNC14,786 shares · 0.0% of their software$117KFlat
- EverCommerceEVCM10,925 shares · 0.0% of their software$110KFlat
- Health CatalystHCAT22,150 shares · 0.0% of their software$100KFlat
- DomoDOMO12,514 shares · 0.0% of their software$97K—
- Digital TurbineAPPS34,824 shares · 0.0% of their software$95KFlat
- 8x8EGHT46,411 shares · 0.0% of their software$93K—
- SmartRent, Inc.SMRT72,864 shares · 0.0% of their software$88KFlat
- Immersion CorporationIMMR10,607 shares · 0.0% of their software$80KFlat
- Rimini Street, Inc.RMNI21,789 shares · 0.0% of their software$76KNew · Flat
- Aeva Technologies, Inc.AEVA10,583 shares · 0.0% of their software$74KNew · Flat
- BackblazeBLZE14,642 shares · 0.0% of their software$71KFlat
- Definitive HealthcareDH21,955 shares · 0.0% of their software$63KFlat
- Kaltura, Inc.KLTR33,329 shares · 0.0% of their software$63KFlat
- CS Disco, Inc.LAW12,686 shares · 0.0% of their software$52KFlat
- Telos CorporationTLS21,135 shares · 0.0% of their software$50KFlat
- Rackspace Technology, Inc.RXT28,077 shares · 0.0% of their software$47KFlat
- Nerdy Inc.NRDY26,359 shares · 0.0% of their software$37KFlat
- Rekor Systems, Inc.REKR16,066 shares · 0.0% of their software$14KNew · Flat
