Generalist · Toronto, Canada
Manufacturers Life Insurance Company, The
Q3 2025 · compared with Q2 2025
- Software
- $12.1B
- Weight of 13F
- 10.1%
- Names
- 205
- Net bought
- +$224M
Filed 14 November 2025 · SEC filing.
2,851 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
- MicrosoftMSFT9,749,172 shares · 41.6% of their software · price +$200M$5.0B+$313M
- ShopifySHOP8,108,074 shares · 9.9% of their software · price +$270M$1.2B+$302M
- OracleORCL2,761,631 shares · 6.4% of their software · price +$173M$777M−$219M
- WorkdayWDAY2,656,544 shares · 5.3% of their software · price +$1.9M$640M−$209M
- SalesforceCRM2,624,625 shares · 5.1% of their software · price −$93.7M$622M−$87.5M
- AdobeADBE1,689,699 shares · 4.9% of their software · price −$57.7M$596M−$15.2M
- OpenTextOTEX9,612,100 shares · 3.0% of their software · price +$78.6M$359M+$156M
- PalantirPLTR1,527,697 shares · 2.3% of their software · price +$70.4M$279M+$32.3M
- Uber Technologies, Inc.UBER2,696,254 shares · 2.2% of their software · price +$12.6M$264M+$26.1M
- ServiceNowNOW185,641 shares · 1.4% of their software · price −$20.0M$171M−$33.8M
- Roper Technologies, Inc.ROP260,477 shares · 1.1% of their software · price −$17.8M$130M−$43.3M
- SAPSAP472,838 shares · 1.0% of their software · price −$17.4M$126M+$99.0M
- IntuitINTU173,478 shares · 1.0% of their software · price −$18.2M$118M−$143M
- AppLovinAPP161,138 shares · 1.0% of their software · price +$59.4M$116M+$50.2M
- CrowdStrikeCRWD175,370 shares · 0.7% of their software · price −$3.3M$86.0M+$3.3M
- Palo Alto NetworksPANW397,489 shares · 0.7% of their software$80.9M+$1.9M
- AutodeskADSK226,532 shares · 0.6% of their software · price +$1.8M$72.0M−$101M
- SynopsysSNPS144,171 shares · 0.6% of their software · price −$2.8M$71.1M+$4.3M
- Automatic Data Processing, Inc.ADP234,758 shares · 0.6% of their software · price −$3.5M$68.9MFlat
- Grab Holdings LimitedGRAB10,758,935 shares · 0.5% of their software · price +$10.7M$64.8M+$42.5M
- CadenceCDNS181,458 shares · 0.5% of their software · price +$7.8M$63.7M+$6.4M
- GoDaddyGDDY377,385 shares · 0.4% of their software · price −$16.3M$51.6M+$12.1M
- Fiserv, Inc.FISV376,886 shares · 0.4% of their software · price −$16.4M$48.6M−$13.2M
- CommvaultCVLT246,670 shares · 0.4% of their software · price +$3.6M$46.6M−$11.5M
- DescartesDSGX467,210 shares · 0.4% of their software · price −$3.5M$44.0MFlat
- TenableTENB1,471,786 shares · 0.4% of their software · price −$6.8M$42.9M+$1.0M
- VaronisVRNS719,540 shares · 0.3% of their software · price +$4.8M$41.4M−$16.2M
- AlkamiALKT1,664,383 shares · 0.3% of their software · price −$8.8M$41.3M+$8.2M
- Adeia Inc.ADEA2,379,888 shares · 0.3% of their software · price +$6.3M$40.0M−$5.5M
- ProgressPRGS906,411 shares · 0.3% of their software · price −$18.0M$39.8M+$14.7M
- BrazeBRZE1,397,305 shares · 0.3% of their software$39.7M+$990K
- Q2QTWO524,412 shares · 0.3% of their software · price −$11.1M$38.0M−$2.5M
- DatadogDDOG224,994 shares · 0.3% of their software · price +$1.8M$32.0M+$23.9M
- FortinetFTNT380,900 shares · 0.3% of their software · price −$8.2M$32.0MFlat
- YextYEXT3,512,363 shares · 0.2% of their software$29.9M−$17.7M
- Full Truck Alliance Co. Ltd.YMM2,233,393 shares · 0.2% of their software · price +$2.6M$29.0M−$5.3M
- Paychex, Inc.PAYX203,593 shares · 0.2% of their software · price −$3.8M$25.8MFlat
- VeevaVEEV80,585 shares · 0.2% of their software · price +$800K$24.0M−$2.3M
- Block, Inc.XYZ321,533 shares · 0.2% of their software · price +$1.4M$23.2M+$19.3M
- CoStarCSGP255,127 shares · 0.2% of their software · price +$1.0M$21.5M−$683K
- Fair IsaacFICO14,072 shares · 0.2% of their software · price −$4.7M$21.1MFlat
- VeriskVRSK82,453 shares · 0.2% of their software · price −$4.9M$20.7MFlat
- NetApp, Inc.NTAP166,641 shares · 0.2% of their software · price +$2.0M$19.7MFlat
- Xperi Inc.XPER2,521,406 shares · 0.1% of their software · price −$3.6M$16.3MFlat
- BroadridgeBR67,118 shares · 0.1% of their software$16.0MFlat
- PTCPTC68,708 shares · 0.1% of their software · price +$2.1M$13.9MFlat
- VeriSign, Inc.VRSN48,153 shares · 0.1% of their software$13.5MFlat
- Tyler TechnologiesTYL24,906 shares · 0.1% of their software · price −$1.7M$13.0MFlat
- The Trade DeskTTD259,677 shares · 0.1% of their software · price −$6.0M$12.7M+$17.0M
- Corpay, Inc.CPAY40,186 shares · 0.1% of their software · price −$1.8M$11.6MFlat
- NutanixNTNX154,468 shares · 0.1% of their software$11.5M+$10.5M
- TrimbleTRMB139,729 shares · 0.1% of their software · price +$792K$11.4MFlat
- GuidewireGWRE48,478 shares · 0.1% of their software$11.1M−$527K
- F5, Inc.FFIV33,199 shares · 0.1% of their software · price +$958K$10.7MFlat
- Gen DigitalGEN319,982 shares · 0.1% of their software$9.1MFlat
- TwilioTWLO89,730 shares · 0.1% of their software · price −$2.2M$9.0M+$10.1M
- Manhattan AssociatesMANH43,125 shares · 0.1% of their software$8.8MFlat
- OktaOKTA95,913 shares · 0.1% of their software · price −$793K$8.8M−$561K
- DynatraceDT181,251 shares · 0.1% of their software · price −$1.2M$8.8MFlat
- DuolingoDUOL26,992 shares · 0.1% of their software · price −$2.4M$8.7M−$540K
- DocuSignDOCU116,583 shares · 0.1% of their software · price −$676K$8.4MFlat
- AkamaiAKAM108,727 shares · 0.1% of their software$8.2M+$1.8M
- PaycomPAYC38,360 shares · 0.1% of their software · price −$892K$8.0M+$633K
- Check PointCHKP35,534 shares · 0.1% of their software · price −$510K$7.4MFlat
- DoximityDOCS99,448 shares · 0.1% of their software · price +$1.2M$7.3MFlat
- FactSetFDS23,088 shares · 0.1% of their software · price −$3.7M$6.6MFlat
- Sportradar Group AGSRAD228,007 shares · 0.1% of their software$6.1MFlat
- PaylocityPCTY32,208 shares · 0.0% of their software · price −$706K$5.1MFlat
- InterDigital, Inc.IDCC14,745 shares · 0.0% of their software · price +$1.8M$5.1MFlat
- SnowflakeSNOW22,222 shares · 0.0% of their software$5.0MFlat
- QualysQLYS37,761 shares · 0.0% of their software$5.0MFlat
- AppFolioAPPF16,958 shares · 0.0% of their software · price +$770K$4.7MFlat
- Tuya Inc.TUYA1,863,403 shares · 0.0% of their software$4.6M−$1.4M
- Strategy IncMSTR13,986 shares · 0.0% of their software · price −$1.1M$4.5M−$2.1M
- MorningstarMORN18,536 shares · 0.0% of their software · price −$1.5M$4.3M−$602K
- WEX Inc.WEX26,782 shares · 0.0% of their software$4.2MFlat
- DropboxDBX137,820 shares · 0.0% of their software$4.2MFlat
- PegasystemsPEGA71,545 shares · 0.0% of their software$4.1MFlat
- Shift4 Payments, Inc.FOUR50,210 shares · 0.0% of their software · price −$1.1M$3.9MFlat
- WixWIX21,111 shares · 0.0% of their software$3.7MFlat
- CloudflareNET17,290 shares · 0.0% of their software$3.7MFlat
- BILLBILL66,735 shares · 0.0% of their software$3.5MFlat
- UnityU87,159 shares · 0.0% of their software · price +$1.4M$3.5MFlat
- monday.comMNDY16,933 shares · 0.0% of their software · price −$2.0M$3.3MFlat
- SoundHound AI, Inc.SOUN194,937 shares · 0.0% of their software · price +$1.0M$3.1MFlat
- Rubrik, Inc.RBRK35,231 shares · 0.0% of their software$2.9M+$727K
- ACI WorldwideACIW53,026 shares · 0.0% of their software$2.8MFlat
- Euronet Worldwide, Inc.EEFT29,297 shares · 0.0% of their software$2.6MFlat
- Clearwater AnalyticsCWAN140,107 shares · 0.0% of their software$2.5MFlat
- Life360, Inc.LIF23,262 shares · 0.0% of their software · price +$955K$2.5MFlat
- BlackbaudBLKB38,137 shares · 0.0% of their software$2.5MFlat
- BlackBerry LimitedBB500,215 shares · 0.0% of their software$2.4MFlat
- CoreWeave, Inc.CRWV17,201 shares · 0.0% of their software$2.4M+$2.2M
- BoxBOX72,519 shares · 0.0% of their software$2.3MFlat
- ZoomInfoZI207,854 shares · 0.0% of their software$2.3MFlat
- ProcorePCOR30,877 shares · 0.0% of their software$2.3MFlat
- WaystarWAY58,835 shares · 0.0% of their software$2.2MFlat
- WorkivaWK25,668 shares · 0.0% of their software$2.2MFlat
- SamsaraIOT59,219 shares · 0.0% of their software$2.2MFlat
- ZscalerZS7,322 shares · 0.0% of their software$2.2MFlat
- Lyft, Inc.LYFT93,588 shares · 0.0% of their software · price +$585K$2.1MFlat
- SPS CommerceSPSC19,554 shares · 0.0% of their software · price −$625K$2.0MFlat
- Zeta GlobalZETA100,519 shares · 0.0% of their software$2.0MFlat
- Core Scientific, Inc.CORZ108,051 shares · 0.0% of their software$1.9M−$747K
- StoneCo Ltd.STNE98,914 shares · 0.0% of their software$1.9MFlat
- Calix, Inc.CALX29,839 shares · 0.0% of their software$1.8MFlat
- SS&CSSNC20,084 shares · 0.0% of their software$1.8MFlat
- MongoDBMDB5,605 shares · 0.0% of their software · price +$563K$1.7MFlat
- AvePointAVPT107,542 shares · 0.0% of their software$1.6M+$739K
- GitLabGTLB34,285 shares · 0.0% of their software$1.5MFlat
- ElasticESTC18,128 shares · 0.0% of their software$1.5MFlat
- MagniteMGNI67,126 shares · 0.0% of their software$1.5MFlat
- Remitly Global, Inc.RELY87,749 shares · 0.0% of their software$1.4MFlat
- NCR Atleos CorporationNATL36,358 shares · 0.0% of their software$1.4MFlat
- Agilysys, Inc.AGYS13,430 shares · 0.0% of their software$1.4MFlat
- ServiceTitanTTAN13,874 shares · 0.0% of their software$1.4MNew · +$1.5M
- Clear Secure, Inc.YOU41,483 shares · 0.0% of their software$1.4MFlat
- BlackLineBL25,463 shares · 0.0% of their software$1.4MFlat
- LightspeedLSPD113,669 shares · 0.0% of their software$1.3MFlat
- HubSpotHUBS2,791 shares · 0.0% of their software$1.3MFlat
- SentinelOneS70,682 shares · 0.0% of their software$1.2MFlat
- UiPathPATH92,281 shares · 0.0% of their software$1.2MFlat
- Intapp, Inc.INTA30,164 shares · 0.0% of their software$1.2MFlat
- KlaviyoKVYO44,114 shares · 0.0% of their software$1.2M+$1.0M
- Alarm.com Holdings, Inc.ALRM22,902 shares · 0.0% of their software$1.2MFlat
- FreshworksFRSH102,274 shares · 0.0% of their software$1.2MFlat
- ZoomZM14,500 shares · 0.0% of their software$1.2MFlat
- Amdocs LimitedDOX14,542 shares · 0.0% of their software$1.2MFlat
- CCC Intelligent Solutions Holdings Inc.CCC129,354 shares · 0.0% of their software$1.2MFlat
- DigitalOceanDOCN33,816 shares · 0.0% of their software$1.2MFlat
- C3.aiAI63,246 shares · 0.0% of their software$1.1MFlat
- Dave Inc.DAVE5,231 shares · 0.0% of their software$1.0MFlat
- ePlus inc.PLUS13,197 shares · 0.0% of their software$937KFlat
- Five9FIVN37,635 shares · 0.0% of their software$911KFlat
- SailPointSAIL41,113 shares · 0.0% of their software$908KNew · +$940K
- NetScout Systems, Inc.NTCT34,863 shares · 0.0% of their software$901KFlat
- ToastTOST24,212 shares · 0.0% of their software$884KFlat
- VertexVERX35,647 shares · 0.0% of their software$884KFlat
- EVERTEC, Inc.EVTC25,965 shares · 0.0% of their software$877KFlat
- LiveRamp Holdings, Inc.RAMP31,794 shares · 0.0% of their software$863KFlat
- Payoneer Global Inc.PAYO140,839 shares · 0.0% of their software$852KFlat
- CourseraCOUR67,986 shares · 0.0% of their software$796KFlat
- Bentley SystemsBSY15,294 shares · 0.0% of their software$787K−$1.3M
- Alight, Inc.ALIT233,219 shares · 0.0% of their software · price −$560K$760KFlat
- FlywireFLYW56,102 shares · 0.0% of their software$760KFlat
- PAR Technology CorporationPAR19,131 shares · 0.0% of their software · price −$570K$757KFlat
- NextNav Inc.NN49,794 shares · 0.0% of their software$712KFlat
- Diebold Nixdorf, IncorporatedDBD12,414 shares · 0.0% of their software$708KFlat
- PagerDutyPD42,466 shares · 0.0% of their software$702KFlat
- Donnelley Financial Solutions, Inc.DFIN12,847 shares · 0.0% of their software$661KFlat
- PhreesiaPHR26,640 shares · 0.0% of their software$627KFlat
- A10 Networks, Inc.ATEN33,464 shares · 0.0% of their software$607KFlat
- AsanaASAN45,143 shares · 0.0% of their software$603KFlat
- AppianAPPN19,541 shares · 0.0% of their software$597KFlat
- nCinoNCNO21,566 shares · 0.0% of their software$585KFlat
- Rapid7RPD30,873 shares · 0.0% of their software$579KFlat
- FastlyFSLY66,676 shares · 0.0% of their software$570KFlat
- PagSeguro Digital Ltd.PAGS55,261 shares · 0.0% of their software$553KFlat
- Upbound Group, Inc.UPBD23,148 shares · 0.0% of their software$547KFlat
- SchrödingerSDGR26,691 shares · 0.0% of their software$535KFlat
- Bitdeer Technologies GroupBTDR30,739 shares · 0.0% of their software$525KFlat
- AtlassianTEAM3,059 shares · 0.0% of their software$489KFlat
- AmplitudeAMPL44,085 shares · 0.0% of their software$473KFlat
- Figma, Inc.FIG8,597 shares · 0.0% of their software$446KNew · Flat
- SprinklrCXM54,652 shares · 0.0% of their software$422KFlat
- Pagaya Technologies Ltd.PGY14,115 shares · 0.0% of their software$419KFlat
- RingCentralRNG13,692 shares · 0.0% of their software$388KFlat
- TeradataTDC17,323 shares · 0.0% of their software$373KFlat
- Grindr Inc.GRND23,133 shares · 0.0% of their software$347KFlat
- DoubleVerifyDV26,589 shares · 0.0% of their software$319KFlat
- Sabre CorporationSABR173,322 shares · 0.0% of their software$317KFlat
- PDF Solutions, Inc.PDFS11,338 shares · 0.0% of their software$293KFlat
- N-ableNABL37,445 shares · 0.0% of their software$292KFlat
- CertaraCERT22,043 shares · 0.0% of their software$269KFlat
- Blend Labs, Inc.BLND71,203 shares · 0.0% of their software$260KFlat
- i3 Verticals, Inc.IIIV7,940 shares · 0.0% of their software$258KFlat
- Rezolve AI PLCRZLV45,420 shares · 0.0% of their software$226KFlat
- Sprout SocialSPT17,411 shares · 0.0% of their software$225KFlat
- Chime Financial, Inc.CHYM10,987 shares · 0.0% of their software$222KNew · Flat
- PowerFleet, Inc.AIOT41,670 shares · 0.0% of their software$218KFlat
- Digital TurbineAPPS34,017 shares · 0.0% of their software$218KFlat
- PaymentusPAY7,016 shares · 0.0% of their software$215KNew · Flat
- GigaCloud Technology Inc.GCT7,385 shares · 0.0% of their software$210KNew · Flat
- Red Violet, Inc.RDVT3,948 shares · 0.0% of their software$206KFlat
- OneSpan Inc.OSPN12,000 shares · 0.0% of their software$191KFlat
- SemrushSEMR25,916 shares · 0.0% of their software$183KFlat
- DomoDOMO11,228 shares · 0.0% of their software$178K—
- BackblazeBLZE18,609 shares · 0.0% of their software$173KFlat
- Cerence Inc.CRNC12,537 shares · 0.0% of their software$156KFlat
- Thryv Holdings, Inc.THRY12,843 shares · 0.0% of their software$155KFlat
- Paysafe LimitedPSFE11,598 shares · 0.0% of their software$150KFlat
- Mitek Systems, Inc.MITK14,938 shares · 0.0% of their software$146KFlat
- Repay Holdings CorporationRPAY26,609 shares · 0.0% of their software$139KFlat
- Ribbon Communications Inc.RBBN34,032 shares · 0.0% of their software$129KFlat
- Telos CorporationTLS17,715 shares · 0.0% of their software$121KFlat
- PubMaticPUBM14,303 shares · 0.0% of their software$118KFlat
- Commerce.com, Inc.CMRC23,596 shares · 0.0% of their software$118KFlat
- 8x8EGHT42,869 shares · 0.0% of their software$91K—
- Blaize Holdings, Inc.BZAI25,190 shares · 0.0% of their software$87KNew · Flat
- VTEXVTEX19,408 shares · 0.0% of their software$85KFlat
- Paysign, Inc.PAYS12,560 shares · 0.0% of their software$79KFlat
- Rimini Street, Inc.RMNI16,161 shares · 0.0% of their software$76KFlat
- Health CatalystHCAT25,340 shares · 0.0% of their software$72KFlat
- Definitive HealthcareDH15,255 shares · 0.0% of their software$62KFlat
- Kaltura, Inc.KLTR17,230 shares · 0.0% of their software$25KFlat