Generalist · Toronto, Ontario, Canada
Toronto-Dominion Bank
Q4 2021 · compared with Q3 2021
Filed as Toronto Dominion Bank
- Software
- $4.8B
- Weight of 13F
- 6.5%
- Names
- 78
- Net bought
- +$392M
Filed 4 February 2022 · SEC filing.
Call exposure on these names is $1K across 1 line. Calls are not in the stock total.
1,412 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
- MicrosoftMSFT6,710,854 shares · 44.1% of their software · price +$365M$2.1B−$447M
- ShopifySHOP444,815 shares · 12.7% of their software · price +$9.6M$612M+$250M
- AdobeADBE552,147 shares · 5.9% of their software · price −$4.8M$284M+$81.6M
- IntuitINTU431,283 shares · 5.8% of their software · price +$44.7M$277M+$119M
- SalesforceCRM688,862 shares · 3.6% of their software · price −$11.8M$175M−$5.1M
- OracleORCL1,745,435 shares · 3.2% of their software$152M+$53.6M
- Automatic Data Processing, Inc.ADP551,307 shares · 2.8% of their software · price +$25.7M$136M+$51.1M
- GoDaddyGDDY1,384,311 shares · 2.4% of their software · price +$21.0M$117M+$94.8M
- ServiceNowNOW132,786 shares · 1.8% of their software · price +$3.6M$86.2M+$7.5M
- SnowflakeSNOW205,430 shares · 1.4% of their software · price +$7.5M$69.6M+$52.7M
- OpenTextOTEX1,311,799 shares · 1.3% of their software · price −$1.7M$63.3M+$3.7M
- AutodeskADSK147,575 shares · 0.9% of their software · price −$587K$41.5M+$5.4M
- SynopsysSNPS112,393 shares · 0.9% of their software · price +$7.8M$41.4M+$2.7M
- Fiserv, Inc.FISV336,824 shares · 0.7% of their software · price −$1.6M$35.0M+$2.9M
- CadenceCDNS185,927 shares · 0.7% of their software · price +$6.5M$34.6M+$2.5M
- AkamaiAKAM272,732 shares · 0.7% of their software · price +$3.4M$31.9M+$18.1M
- Roper Technologies, Inc.ROP64,112 shares · 0.7% of their software · price +$2.9M$31.5M+$3.9M
- Paychex, Inc.PAYX227,752 shares · 0.6% of their software · price +$5.5M$31.1M+$2.2M
- VeriskVRSK127,353 shares · 0.6% of their software · price +$3.6M$29.1M−$22.1M
- FortinetFTNT77,091 shares · 0.6% of their software · price +$5.2M$27.7M+$2.0M
- DatadogDDOG132,585 shares · 0.5% of their software · price +$4.9M$23.6M+$15.3M
- WorkdayWDAY76,741 shares · 0.4% of their software · price +$1.8M$21.0M+$12.4M
- ZoomZM108,860 shares · 0.4% of their software · price −$8.4M$20.0M+$19.9M
- NetApp, Inc.NTAP202,257 shares · 0.4% of their software$18.6MFlat
- VeriSign, Inc.VRSN65,707 shares · 0.3% of their software · price +$3.2M$16.7M+$992K
- Five9FIVN112,000 shares · 0.3% of their software · price −$2.5M$15.4M+$6.8M
- Tyler TechnologiesTYL27,353 shares · 0.3% of their software · price +$2.2M$14.7M+$1.1M
- TrimbleTRMB167,834 shares · 0.3% of their software · price +$829K$14.6M+$1.2M
- BroadridgeBR78,994 shares · 0.3% of their software · price +$1.3M$14.4M−$9.3M
- PalantirPLTR782,740 shares · 0.3% of their software · price −$4.6M$14.3M+$10.8M
- FactSetFDS28,071 shares · 0.3% of their software · price +$2.6M$13.6M+$9.1M
- CoStarCSGP168,794 shares · 0.3% of their software · price −$1.2M$13.3M+$4.6M
- Gen DigitalGEN482,908 shares · 0.3% of their software$12.5M+$1.2M
- PaycomPAYC29,977 shares · 0.3% of their software · price −$2.4M$12.4M+$534K
- Block, Inc.XYZ77,007 shares · 0.3% of their software · price −$6.0M$12.4M+$6.2M
- MongoDBMDB21,761 shares · 0.2% of their software · price +$1.3M$11.5M+$6.8M
- Uber Technologies, Inc.UBER266,661 shares · 0.2% of their software · price −$765K$11.2M−$4.3M
- Palo Alto NetworksPANW19,518 shares · 0.2% of their software · price +$1.5M$10.9M+$2.7M
- F5, Inc.FFIV40,307 shares · 0.2% of their software · price +$1.9M$9.9M+$1.4M
- BlackBerry LimitedBB995,412 shares · 0.2% of their software$9.3MFlat
- TwilioTWLO33,804 shares · 0.2% of their software · price −$1.9M$8.9M+$3.4M
- RingCentralRNG45,259 shares · 0.2% of their software · price −$1.4M$8.5M+$7.5M
- PTCPTC68,614 shares · 0.2% of their software$8.3M−$13.1M
- CrowdStrikeCRWD38,264 shares · 0.2% of their software · price −$1.6M$7.8M+$2.2M
- CloudflareNET57,402 shares · 0.2% of their software · price +$1.1M$7.5M−$13.8M
- The Trade DeskTTD80,409 shares · 0.2% of their software · price +$1.7M$7.4M+$1.7M
- VeevaVEEV27,240 shares · 0.1% of their software · price −$890K$7.0M+$2.2M
- Fair IsaacFICO14,890 shares · 0.1% of their software · price +$532K$6.5M+$610K
- DocuSignDOCU37,133 shares · 0.1% of their software · price −$3.9M$5.7M+$2.9M
- HubSpotHUBS8,273 shares · 0.1% of their software$5.5M+$567K
- ZscalerZS16,623 shares · 0.1% of their software · price +$983K$5.3M+$1.7M
- OktaOKTA23,598 shares · 0.1% of their software$5.3M+$1.6M
- SS&CSSNC45,308 shares · 0.1% of their software · price +$570K$3.7M+$888K
- Lyft, Inc.LYFT67,469 shares · 0.1% of their software · price −$733K$2.9M+$1.3M
- DynatraceDT47,357 shares · 0.1% of their software · price −$503K$2.9M+$884K
- ZoomInfoZI44,326 shares · 0.1% of their software$2.8MNew
- DropboxDBX110,984 shares · 0.1% of their software · price −$519K$2.7M+$1.9M
- DescartesDSGX32,307 shares · 0.1% of their software$2.7MFlat
- Manhattan AssociatesMANH16,000 shares · 0.1% of their software$2.5MNew · +$2.4M
- PaylocityPCTY10,000 shares · 0.0% of their software$2.4MNew · +$2.8M
- Rapid7RPD19,922 shares · 0.0% of their software$2.3MNew · +$2.3M
- MorningstarMORN6,000 shares · 0.0% of their software$2.1MNew · +$1.6M
- WorkivaWK15,157 shares · 0.0% of their software$2.0MNew · +$2.1M
- UnityU13,157 shares · 0.0% of their software$1.9MFlat
- VaronisVRNS37,912 shares · 0.0% of their software$1.8MNew · +$2.3M
- GuidewireGWRE16,207 shares · 0.0% of their software$1.8M+$517K
- Bentley SystemsBSY32,504 shares · 0.0% of their software$1.6MFlat
- SPS CommerceSPSC7,300 shares · 0.0% of their software$1.0MNew · +$1.2M
- BlackLineBL9,800 shares · 0.0% of their software$1.0MNew · +$1.2M
- TenableTENB18,400 shares · 0.0% of their software$1.0MNew · +$849K
- AsanaASAN13,131 shares · 0.0% of their software$979KNew · +$1.4M
- QualysQLYS6,900 shares · 0.0% of their software$947KNew · +$768K
- Sprout SocialSPT9,000 shares · 0.0% of their software$816KNew · +$1.1M
- CommvaultCVLT9,300 shares · 0.0% of their software$641KNew · +$700K
- DoceboDCBO1,820 shares · 0.0% of their software$122KFlat
- LightspeedLSPD450 shares · 0.0% of their software$18KFlat
- Tucows Inc.TCX64 shares · 0.0% of their software$5KNew · Flat
- AppianAPPN16 shares · 0.0% of their software$1KFlat