Generalist · Toronto, Canada
Manufacturers Life Insurance Company, The
Q4 2025 · compared with Q3 2025
- Software
- $11.8B
- Weight of 13F
- 9.8%
- Names
- 204
- Net bought
- +$1.2B
Filed 13 February 2026 · SEC filing.
2,802 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
- MicrosoftMSFT10,812,255 shares · 44.2% of their software · price −$371M$5.2B+$551M
- ShopifySHOP7,758,705 shares · 10.6% of their software · price +$95.9M$1.3B−$51.9M
- SalesforceCRM2,587,228 shares · 5.8% of their software · price +$72.2M$685M−$8.9M
- WorkdayWDAY2,772,669 shares · 5.0% of their software · price −$72.0M$596M+$28.0M
- AdobeADBE1,623,200 shares · 4.8% of their software · price −$4.5M$568M−$23.5M
- OracleORCL2,133,705 shares · 3.5% of their software · price −$184M$416M−$177M
- OpenTextOTEX10,734,420 shares · 3.0% of their software · price −$51.5M$350M+$42.0M
- PalantirPLTR1,521,011 shares · 2.3% of their software · price −$7.1M$271MFlat
- Roper Technologies, Inc.ROP435,234 shares · 1.6% of their software · price −$23.3M$194M+$87.1M
- Uber Technologies, Inc.UBER2,279,934 shares · 1.6% of their software · price −$37.1M$186M−$40.8M
- ServiceNowNOW954,479 shares · 1.2% of their software · price −$732M$147M+$708M
- AppLovinAPP180,517 shares · 1.0% of their software · price −$8.1M$122M+$13.9M
- Palo Alto NetworksPANW636,998 shares · 1.0% of their software · price −$12.4M$117M+$48.8M
- IntuitINTU173,180 shares · 1.0% of their software · price −$3.5M$115MFlat
- SAPSAP370,155 shares · 0.8% of their software · price −$9.0M$89.9M−$27.4M
- CrowdStrikeCRWD181,506 shares · 0.7% of their software · price −$3.9M$85.3M+$3.0M
- SynopsysSNPS147,727 shares · 0.6% of their software · price −$3.5M$69.6M+$1.8M
- AutodeskADSK217,191 shares · 0.5% of their software · price −$4.7M$64.3M−$3.0M
- Grab Holdings LimitedGRAB12,397,895 shares · 0.5% of their software · price −$12.8M$61.9M+$9.9M
- Automatic Data Processing, Inc.ADP233,001 shares · 0.5% of their software · price −$8.5M$59.9MFlat
- CadenceCDNS159,145 shares · 0.4% of their software · price −$6.2M$49.8M−$7.8M
- BrazeBRZE1,446,064 shares · 0.4% of their software · price +$8.5M$49.6M+$1.4M
- CommvaultCVLT382,453 shares · 0.4% of their software · price −$24.3M$47.9M+$25.6M
- Q2QTWO648,220 shares · 0.4% of their software$46.8M+$9.0M
- GoDaddyGDDY364,846 shares · 0.4% of their software · price −$4.7M$45.3M−$1.7M
- AlkamiALKT1,894,274 shares · 0.4% of their software · price −$3.4M$43.7M+$5.7M
- Adeia Inc.ADEA2,436,796 shares · 0.4% of their software · price +$1.1M$42.0M+$956K
- DescartesDSGX457,684 shares · 0.3% of their software · price −$3.0M$40.2M−$898K
- FactSetFDS137,860 shares · 0.3% of their software · price +$510K$40.0M+$32.9M
- ProgressPRGS931,070 shares · 0.3% of their software · price −$903K$40.0M+$1.1M
- TenableTENB1,594,824 shares · 0.3% of their software · price −$9.0M$37.5M+$3.6M
- DatadogDDOG225,778 shares · 0.3% of their software · price −$1.4M$30.8MFlat
- VaronisVRNS887,713 shares · 0.2% of their software · price −$21.9M$29.1M+$9.7M
- FortinetFTNT363,993 shares · 0.2% of their software · price −$1.7M$28.9M−$1.4M
- Fiserv, Inc.FISV379,350 shares · 0.2% of their software · price −$23.4M$25.5MFlat
- Fair IsaacFICO13,480 shares · 0.2% of their software · price +$2.6M$22.8M−$886K
- Paychex, Inc.PAYX200,813 shares · 0.2% of their software · price −$2.9M$22.5MFlat
- Block, Inc.XYZ317,718 shares · 0.2% of their software · price −$2.3M$20.7MFlat
- VeriskVRSK81,633 shares · 0.2% of their software · price −$2.3M$18.3MFlat
- NetApp, Inc.NTAP169,351 shares · 0.2% of their software · price −$1.9M$18.1MFlat
- Full Truck Alliance Co. Ltd.YMM1,627,148 shares · 0.1% of their software · price −$3.6M$17.5M−$7.9M
- CoStarCSGP252,217 shares · 0.1% of their software · price −$4.3M$17.0MFlat
- Xperi Inc.XPER2,531,755 shares · 0.1% of their software · price −$1.6M$14.8MFlat
- BroadridgeBR66,413 shares · 0.1% of their software · price −$996K$14.8MFlat
- YextYEXT1,747,171 shares · 0.1% of their software · price −$804K$14.1M−$15.0M
- VeevaVEEV59,931 shares · 0.1% of their software · price −$4.5M$13.5M−$6.2M
- TwilioTWLO85,314 shares · 0.1% of their software · price +$3.6M$12.1MFlat
- PTCPTC69,656 shares · 0.1% of their software · price −$2.0M$12.1MFlat
- Corpay, Inc.CPAY39,633 shares · 0.1% of their software · price +$510K$11.9MFlat
- VeriSign, Inc.VRSN47,941 shares · 0.1% of their software · price −$1.8M$11.6MFlat
- Tyler TechnologiesTYL24,468 shares · 0.1% of their software · price −$1.7M$11.1MFlat
- TrimbleTRMB135,093 shares · 0.1% of their software$10.6MFlat
- The Trade DeskTTD250,989 shares · 0.1% of their software · price −$2.8M$9.5MFlat
- GuidewireGWRE46,900 shares · 0.1% of their software · price −$1.4M$9.4MFlat
- AkamaiAKAM102,594 shares · 0.1% of their software · price +$1.2M$9.0MFlat
- Gen DigitalGEN326,435 shares · 0.1% of their software$8.9MFlat
- F5, Inc.FFIV33,203 shares · 0.1% of their software · price −$2.3M$8.5MFlat
- OktaOKTA92,726 shares · 0.1% of their software$8.0MFlat
- NutanixNTNX151,814 shares · 0.1% of their software · price −$3.4M$7.8MFlat
- DocuSignDOCU111,212 shares · 0.1% of their software$7.6MFlat
- DynatraceDT174,738 shares · 0.1% of their software · price −$893K$7.6MFlat
- Manhattan AssociatesMANH43,310 shares · 0.1% of their software · price −$1.4M$7.5MFlat
- Check PointCHKP35,172 shares · 0.1% of their software · price −$751K$6.5MFlat
- PaycomPAYC37,530 shares · 0.1% of their software · price −$1.8M$6.0MFlat
- Sportradar Group AGSRAD231,611 shares · 0.0% of their software · price −$725K$5.5MFlat
- UiPathPATH320,679 shares · 0.0% of their software · price +$965K$5.3M+$3.1M
- SnowflakeSNOW23,818 shares · 0.0% of their software$5.2MFlat
- InterDigital, Inc.IDCC15,557 shares · 0.0% of their software$5.0MFlat
- QualysQLYS35,972 shares · 0.0% of their software$4.8MFlat
- PaylocityPCTY31,070 shares · 0.0% of their software$4.7MFlat
- DuolingoDUOL26,742 shares · 0.0% of their software · price −$3.9M$4.7MFlat
- UnityU97,740 shares · 0.0% of their software$4.3MFlat
- DoximityDOCS97,680 shares · 0.0% of their software · price −$2.8M$4.3MFlat
- PegasystemsPEGA71,070 shares · 0.0% of their software$4.2MFlat
- WEX Inc.WEX27,176 shares · 0.0% of their software$4.1MFlat
- Tuya Inc.TUYA1,863,403 shares · 0.0% of their software · price −$671K$4.0MFlat
- AppFolioAPPF16,687 shares · 0.0% of their software · price −$718K$3.9MFlat
- MorningstarMORN17,784 shares · 0.0% of their software$3.9MFlat
- DropboxDBX128,544 shares · 0.0% of their software$3.6MFlat
- Clearwater AnalyticsCWAN144,445 shares · 0.0% of their software$3.5M—
- BILLBILL63,829 shares · 0.0% of their software$3.5MFlat
- Bentley SystemsBSY90,428 shares · 0.0% of their software · price −$1.2M$3.5M+$3.9M
- Rubrik, Inc.RBRK41,729 shares · 0.0% of their software$3.2M+$534K
- Shift4 Payments, Inc.FOUR49,274 shares · 0.0% of their software · price −$711K$3.1MFlat
- CloudflareNET14,669 shares · 0.0% of their software$2.9M−$562K
- WixWIX24,029 shares · 0.0% of their software · price −$1.8M$2.5M+$518K
- SamsaraIOT68,407 shares · 0.0% of their software$2.4MFlat
- ACI WorldwideACIW50,443 shares · 0.0% of their software$2.4MFlat
- monday.comMNDY15,942 shares · 0.0% of their software · price −$735K$2.4MFlat
- ProcorePCOR32,183 shares · 0.0% of their software$2.3MFlat
- BlackbaudBLKB35,781 shares · 0.0% of their software$2.3MFlat
- MongoDBMDB5,274 shares · 0.0% of their software · price +$577K$2.2MFlat
- Euronet Worldwide, Inc.EEFT28,977 shares · 0.0% of their software$2.2MFlat
- Strategy IncMSTR14,311 shares · 0.0% of their software · price −$2.4M$2.2MFlat
- WorkivaWK24,395 shares · 0.0% of their software$2.1MFlat
- Zeta GlobalZETA103,119 shares · 0.0% of their software$2.1MFlat
- BoxBOX69,483 shares · 0.0% of their software$2.1MFlat
- WaystarWAY62,671 shares · 0.0% of their software$2.1MFlat
- KlaviyoKVYO61,810 shares · 0.0% of their software$2.0MFlat
- SoundHound AI, Inc.SOUN194,029 shares · 0.0% of their software · price −$1.2M$1.9MFlat
- ZoomInfoZI189,681 shares · 0.0% of their software$1.9M—
- Lyft, Inc.LYFT97,581 shares · 0.0% of their software$1.9MFlat
- BlackBerry LimitedBB496,623 shares · 0.0% of their software · price −$541K$1.9MFlat
- StoneCo Ltd.STNE123,706 shares · 0.0% of their software · price −$510K$1.8MFlat
- ZscalerZS8,093 shares · 0.0% of their software · price −$605K$1.8MFlat
- SS&CSSNC20,581 shares · 0.0% of their software$1.8MFlat
- AvePointAVPT122,908 shares · 0.0% of their software$1.7MFlat
- SPS CommerceSPSC18,786 shares · 0.0% of their software$1.7MFlat
- ServiceTitanTTAN15,391 shares · 0.0% of their software$1.6MFlat
- HubSpotHUBS4,019 shares · 0.0% of their software$1.6M+$574K
- Life360, Inc.LIF24,831 shares · 0.0% of their software · price −$1.0M$1.6MFlat
- DigitalOceanDOCN32,521 shares · 0.0% of their software$1.6MFlat
- Calix, Inc.CALX28,925 shares · 0.0% of their software$1.5MFlat
- Agilysys, Inc.AGYS12,679 shares · 0.0% of their software$1.5MFlat
- CoreWeave, Inc.CRWV20,491 shares · 0.0% of their software · price −$1.3M$1.5MFlat
- ElasticESTC19,180 shares · 0.0% of their software$1.4MFlat
- Clear Secure, Inc.YOU40,467 shares · 0.0% of their software$1.4MFlat
- Core Scientific, Inc.CORZ95,405 shares · 0.0% of their software$1.4MFlat
- LightspeedLSPD113,662 shares · 0.0% of their software$1.4MFlat
- Intapp, Inc.INTA29,419 shares · 0.0% of their software$1.3MFlat
- GitLabGTLB35,761 shares · 0.0% of their software$1.3MFlat
- NCR Atleos CorporationNATL34,467 shares · 0.0% of their software$1.3MFlat
- BlackLineBL23,725 shares · 0.0% of their software$1.3MFlat
- ZoomZM14,759 shares · 0.0% of their software$1.3MFlat
- AtlassianTEAM7,458 shares · 0.0% of their software$1.2M+$703K
- FreshworksFRSH98,883 shares · 0.0% of their software$1.2MFlat
- Remitly Global, Inc.RELY84,634 shares · 0.0% of their software$1.2MFlat
- Dave Inc.DAVE5,050 shares · 0.0% of their software$1.1MFlat
- Alarm.com Holdings, Inc.ALRM21,745 shares · 0.0% of their software$1.1MFlat
- SentinelOneS73,947 shares · 0.0% of their software$1.1MFlat
- ePlus inc.PLUS12,439 shares · 0.0% of their software$1.1MFlat
- Amdocs LimitedDOX13,500 shares · 0.0% of their software$1.1MFlat
- MagniteMGNI65,586 shares · 0.0% of their software$1.1MFlat
- CCC Intelligent Solutions Holdings Inc.CCC133,373 shares · 0.0% of their software$1.1MFlat
- NetScout Systems, Inc.NTCT33,005 shares · 0.0% of their software$893KFlat
- ToastTOST25,145 shares · 0.0% of their software$893KFlat
- LiveRamp Holdings, Inc.RAMP29,709 shares · 0.0% of their software$873KFlat
- C3.aiAI62,125 shares · 0.0% of their software$837KFlat
- NextNav Inc.NN49,357 shares · 0.0% of their software$821KFlat
- Diebold Nixdorf, IncorporatedDBD11,440 shares · 0.0% of their software$777KFlat
- SailPointSAIL37,896 shares · 0.0% of their software$767KFlat
- Payoneer Global Inc.PAYO132,429 shares · 0.0% of their software$744KFlat
- Five9FIVN37,080 shares · 0.0% of their software$743KFlat
- FlywireFLYW52,297 shares · 0.0% of their software$741KFlat
- VertexVERX35,313 shares · 0.0% of their software$705KFlat
- EVERTEC, Inc.EVTC24,014 shares · 0.0% of their software$699KFlat
- FastlyFSLY64,554 shares · 0.0% of their software$657KFlat
- AppianAPPN18,122 shares · 0.0% of their software$642KFlat
- PAR Technology CorporationPAR17,539 shares · 0.0% of their software$636KFlat
- AsanaASAN42,155 shares · 0.0% of their software$578KFlat
- nCinoNCNO22,103 shares · 0.0% of their software$567KFlat
- Donnelley Financial Solutions, Inc.DFIN11,712 shares · 0.0% of their software$547KFlat
- A10 Networks, Inc.ATEN30,762 shares · 0.0% of their software$544KFlat
- TeradataTDC17,417 shares · 0.0% of their software$530KFlat
- AmplitudeAMPL44,556 shares · 0.0% of their software$516KFlat
- PagerDutyPD38,982 shares · 0.0% of their software$511KFlat
- PagSeguro Digital Ltd.PAGS50,089 shares · 0.0% of their software$483KFlat
- CourseraCOUR65,336 shares · 0.0% of their software$481KFlat
- SchrödingerSDGR25,098 shares · 0.0% of their software$449KFlat
- Figma, Inc.FIG11,854 shares · 0.0% of their software$443KFlat
- Rapid7RPD29,088 shares · 0.0% of their software$442KFlat
- PhreesiaPHR25,472 shares · 0.0% of their software$431KFlat
- SprinklrCXM53,294 shares · 0.0% of their software$415KFlat
- Alight, Inc.ALIT209,705 shares · 0.0% of their software$409KFlat
- Upbound Group, Inc.UPBD21,907 shares · 0.0% of their software$385KFlat
- RingCentralRNG12,504 shares · 0.0% of their software$361KFlat
- Bitdeer Technologies GroupBTDR30,990 shares · 0.0% of their software$347KFlat
- DoubleVerifyDV27,896 shares · 0.0% of their software$319KFlat
- SemrushSEMR25,770 shares · 0.0% of their software$306KFlat
- Pagaya Technologies Ltd.PGY14,360 shares · 0.0% of their software$300KFlat
- PaymentusPAY9,278 shares · 0.0% of their software$293KFlat
- Grindr Inc.GRND20,950 shares · 0.0% of their software$284KFlat
- Chime Financial, Inc.CHYM11,173 shares · 0.0% of their software$281KFlat
- PDF Solutions, Inc.PDFS9,799 shares · 0.0% of their software$280KFlat
- GigaCloud Technology Inc.GCT6,893 shares · 0.0% of their software$271KFlat
- N-ableNABL35,298 shares · 0.0% of their software$264KFlat
- Navan, Inc.NAVN14,678 shares · 0.0% of their software$251KNew · Flat
- Aeva Technologies, Inc.AEVA17,077 shares · 0.0% of their software$227KNew · Flat
- Sabre CorporationSABR166,412 shares · 0.0% of their software$226KFlat
- PowerFleet, Inc.AIOT37,362 shares · 0.0% of their software$199KFlat
- Blend Labs, Inc.BLND60,791 shares · 0.0% of their software$185KFlat
- CertaraCERT20,776 shares · 0.0% of their software$183KFlat
- Sprout SocialSPT16,095 shares · 0.0% of their software$181KFlat
- Digital TurbineAPPS32,488 shares · 0.0% of their software$162KFlat
- Mitek Systems, Inc.MITK13,726 shares · 0.0% of their software$145KFlat
- OneSpan Inc.OSPN11,006 shares · 0.0% of their software$141KFlat
- Rezolve AI PLCRZLV50,617 shares · 0.0% of their software$130KFlat
- Cerence Inc.CRNC12,075 shares · 0.0% of their software$129KFlat
- PubMaticPUBM11,956 shares · 0.0% of their software$106KFlat
- Commerce.com, Inc.CMRC22,140 shares · 0.0% of their software$91KFlat
- Ribbon Communications Inc.RBBN31,286 shares · 0.0% of their software$90KFlat
- DomoDOMO10,465 shares · 0.0% of their software$88K—
- Paysafe LimitedPSFE10,847 shares · 0.0% of their software$88KFlat
- Telos CorporationTLS16,707 shares · 0.0% of their software$85KFlat
- BackblazeBLZE17,472 shares · 0.0% of their software$81KFlat
- Repay Holdings CorporationRPAY21,881 shares · 0.0% of their software$80KFlat
- 8x8EGHT40,041 shares · 0.0% of their software$79K—
- Thryv Holdings, Inc.THRY12,049 shares · 0.0% of their software$73KFlat
- VTEXVTEX17,396 shares · 0.0% of their software$65KFlat
- Paysign, Inc.PAYS11,391 shares · 0.0% of their software$59KFlat
- Health CatalystHCAT23,586 shares · 0.0% of their software$56KFlat
- Rimini Street, Inc.RMNI14,514 shares · 0.0% of their software$56KFlat
- Blaize Holdings, Inc.BZAI24,808 shares · 0.0% of their software$48KFlat
- Kaltura, Inc.KLTR28,628 shares · 0.0% of their software$47KFlat