Generalist · Toronto, Ontario, Canada
Toronto-Dominion Bank
Q3 2020 · compared with Q2 2020
Filed as Toronto Dominion Bank
- Software
- $2.2B
- Weight of 13F
- 5.6%
- Names
- 59
- Net bought
- +$301M
Filed 30 October 2020 · SEC filing.
Call exposure on these names is $294K across 7 lines. Calls are not in the stock total.
1,054 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 202683 names · $725M in calls, not in the total$4.3B+$368M
- Q1 202687 names · $213M in calls, not in the total$3.8B−$36.6M
- Q4 202586 names · $325M in calls, not in the total$4.9B+$321M
- Q3 202584 names · $620M in calls, not in the total$5.3B+$437M
- Q2 202575 names · $283M in calls, not in the total$4.5B−$191M
- Q1 202575 names · $34.9M in calls, not in the total$3.7B+$25.6M
- Q4 202481 names$4.0B+$560M
- Q3 202467 names · $6.6M in calls, not in the total$3.2B−$420M
- Q2 202481 names · $467K in calls, not in the total$3.6B−$329M
- Q1 202482 names · $129K in calls, not in the total$3.9B+$211M
- Q4 202380 names · $1.5M in calls, not in the total$3.3B−$34.6M
- Q3 202388 names · $2.0M in calls, not in the total$2.9B−$496M
- Q2 202374 names · $3.4M in calls, not in the total$3.5B−$117M
- Q1 202371 names · $3.8M in calls, not in the total$3.1B−$94.7M
- Q4 202270 names · $27.2M in calls, not in the total$2.7B+$462M
- Q3 202269 names · $15.3M in calls, not in the total$2.2B−$260M
- Q2 202274 names$2.7B+$1.0B
- Q1 202274 names$3.3B−$1.1B
- Q4 202178 names · $1K in calls, not in the total$4.8B+$392M
- Q3 202165 names · $1K in calls, not in the total$4.0B+$171M
- Q2 202165 names · $10K in calls, not in the total$3.7B+$773M
- Q1 202161 names · $7K in calls, not in the total$2.5B−$320M
- Q4 202062 names · $432K in calls, not in the total$2.8B+$169M
- Q3 202059 names · $294K in calls, not in the total$2.2B+$301M
- Q2 202056 names · $313 in calls, not in the total$9.2M−$189M
- Q1 202050 names · $307K in calls, not in the total$1.3B−$270M
- Q4 201949 names · $19.1M in calls, not in the total$2.9B+$263M
- Q3 201947 names · $11.1M in calls, not in the total$1.4B+$107M
- Q2 201944 names · $11.5M in calls, not in the total$1.3B−$124M
- Q1 201946 names · $41.4M in calls, not in the total$1.3B+$170M
- Q4 201844 names · $14.5M in calls, not in the total$937M−$161M
- Q3 201843 names · $14.2M in calls, not in the total$1.2B+$16.2M
- Q2 201843 names · $18.2M in calls, not in the total$1.1B+$178M
- Q1 201837 names · $11.2M in calls, not in the total$822M+$108M
- Q4 201738 names · $2.7M in calls, not in the total$680M+$71.6M
- Q3 201734 names · $2.1M in calls, not in the total$543M−$232M
- Q2 201736 names · $3.2M in calls, not in the total$743M+$162M
- Q1 201734 names · $4.5M in calls, not in the total$498M+$88.0M
- Q4 201634 names · $1.8M in calls, not in the total$372M+$124M
- Q3 201632 names · $4.3M in calls, not in the total$268M+$4.0M
- Q2 201629 names · $3.3M in calls, not in the total$229M—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT5,772,834 shares · 41.4% of their software · price +$39.4M$912M—
- ShopifySHOP451,041 shares · 20.9% of their software · price +$33.3M$461M—
- AdobeADBE334,231 shares · 5.9% of their software · price +$18.4M$129M—
- SalesforceCRM497,962 shares · 5.7% of their software · price +$31.9M$125M+$93.1M
- OracleORCL1,188,946 shares · 3.2% of their software · price +$5.3M$71.0M—
- OpenTextOTEX1,298,137 shares · 2.5% of their software$55.3M—
- ServiceNowNOW95,474 shares · 2.1% of their software · price +$7.6M$46.3M+$38.6M
- IntuitINTU134,308 shares · 2.0% of their software · price +$4.0M$43.8M—
- Automatic Data Processing, Inc.ADP222,048 shares · 1.4% of their software · price −$2.1M$31.0M—
- Fiserv, Inc.FISV282,857 shares · 1.3% of their software · price +$1.5M$29.1M—
- AutodeskADSK109,864 shares · 1.2% of their software · price −$899K$25.4M+$26.3M
- Roper Technologies, Inc.ROP60,712 shares · 1.1% of their software$24.0M—
- VeriskVRSK100,979 shares · 0.8% of their software · price +$1.5M$18.7M—
- SynopsysSNPS76,326 shares · 0.7% of their software · price +$1.4M$16.3M+$14.9M
- CadenceCDNS139,769 shares · 0.7% of their software · price +$1.5M$14.9M+$13.4M
- Paychex, Inc.PAYX171,298 shares · 0.6% of their software · price +$689K$13.7M—
- CoStarCSGP15,687 shares · 0.6% of their software · price +$2.2M$13.3M+$11.1M
- ZoomZM27,072 shares · 0.6% of their software · price +$5.9M$12.7M+$6.9M
- VeriSign, Inc.VRSN51,832 shares · 0.5% of their software$10.6M—
- Block, Inc.XYZ61,042 shares · 0.5% of their software · price +$3.5M$9.9M—
- AkamaiAKAM81,063 shares · 0.4% of their software$9.0M+$8.7M
- BroadridgeBR62,221 shares · 0.4% of their software$8.2M—
- FortinetFTNT67,504 shares · 0.4% of their software · price −$1.3M$8.0M+$9.3M
- Gen DigitalGEN374,456 shares · 0.4% of their software$7.8M+$5.7M
- PaycomPAYC24,558 shares · 0.3% of their software$7.6M+$7.6M
- BlackBerry LimitedBB1,601,837 shares · 0.3% of their software$7.4M—
- Tyler TechnologiesTYL19,987 shares · 0.3% of their software$7.0M+$6.9M
- Uber Technologies, Inc.UBER190,078 shares · 0.3% of their software · price +$1.0M$6.9M—
- DocuSignDOCU29,556 shares · 0.3% of their software · price +$1.3M$6.4M—
- WorkdayWDAY29,539 shares · 0.3% of their software · price +$820K$6.4M+$697K
- VeevaVEEV22,571 shares · 0.3% of their software · price +$1.1M$6.3M+$5.3M
- TwilioTWLO20,472 shares · 0.2% of their software · price +$566K$5.1M+$4.5M
- NetApp, Inc.NTAP110,552 shares · 0.2% of their software$4.8M+$4.9M
- OktaOKTA19,439 shares · 0.2% of their software$4.2M+$3.9M
- Palo Alto NetworksPANW16,150 shares · 0.2% of their software$4.0M+$3.7M
- F5, Inc.FFIV30,466 shares · 0.2% of their software · price −$509K$3.7M+$4.2M
- The Trade DeskTTD6,844 shares · 0.2% of their software · price +$768K$3.6M+$2.8M
- RingCentralRNG12,256 shares · 0.2% of their software$3.4M+$3.5M
- CrowdStrikeCRWD23,873 shares · 0.1% of their software · price +$884K$3.3M+$2.4M
- DescartesDSGX44,787 shares · 0.1% of their software$2.6M—
- SS&CSSNC38,650 shares · 0.1% of their software$2.3M+$2.2M
- DatadogDDOG22,094 shares · 0.1% of their software$2.3M+$1.9M
- FactSetFDS6,336 shares · 0.1% of their software$2.1M+$2.1M
- GoDaddyGDDY27,639 shares · 0.1% of their software$2.1M+$2.0M
- Fair IsaacFICO4,853 shares · 0.1% of their software$2.1M+$2.0M
- TrimbleTRMB41,793 shares · 0.1% of their software$2.0M+$1.8M
- MongoDBMDB8,052 shares · 0.1% of their software$1.9M+$1.8M
- ZscalerZS12,012 shares · 0.1% of their software$1.7MNew · +$1.3M
- PTCPTC18,393 shares · 0.1% of their software$1.5M+$1.4M
- GuidewireGWRE13,873 shares · 0.1% of their software$1.4M+$1.5M
- DynatraceDT30,552 shares · 0.1% of their software$1.3M+$1.2M
- SnowflakeSNOW4,847 shares · 0.1% of their software$1.2MNew · +$1.2M
- Lyft, Inc.LYFT38,659 shares · 0.0% of their software$1.1M+$1.3M
- DropboxDBX41,806 shares · 0.0% of their software$805K+$909K
- SAPSAP1,875 shares · 0.0% of their software$293KFlat
- Materialise NVMTLS210 shares · 0.0% of their software$8KNew · Flat
- Sabre CorporationSABR304 shares · 0.0% of their software$2KFlat
- Kingsoft Cloud Holdings LimitedKC30 shares · 0.0% of their software$1KNew · Flat
- PaylocityPCTY9 shares · 0.0% of their software$1KFlat