Generalist · Toronto, Ontario, Canada
Toronto-Dominion Bank
Q1 2022 · compared with Q4 2021
Filed as Toronto Dominion Bank
- Software
- $3.3B
- Weight of 13F
- 5.0%
- Names
- 74
- Net bought
- −$1.1B
Filed 9 May 2022 · SEC filing.
1,325 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
- MicrosoftMSFT5,895,520 shares · 55.0% of their software · price −$165M$1.8B−$274M
- ShopifySHOP294,991 shares · 6.0% of their software · price −$207M$200M−$206M
- AdobeADBE344,777 shares · 4.8% of their software · price −$38.4M$157M−$118M
- SalesforceCRM660,636 shares · 4.2% of their software · price −$27.6M$140M−$7.2M
- OracleORCL1,250,142 shares · 3.1% of their software · price −$5.6M$103M−$43.2M
- IntuitINTU180,636 shares · 2.6% of their software · price −$29.3M$86.9M−$161M
- ServiceNowNOW117,477 shares · 2.0% of their software · price −$10.8M$65.4M−$9.9M
- Automatic Data Processing, Inc.ADP275,674 shares · 1.9% of their software · price −$5.2M$62.7M−$68.0M
- OpenTextOTEX1,255,469 shares · 1.6% of their software · price −$6.4M$54.1M−$2.7M
- Fiserv, Inc.FISV333,268 shares · 1.0% of their software · price −$797K$33.8MFlat
- SynopsysSNPS98,302 shares · 1.0% of their software · price −$3.5M$32.8M−$5.2M
- AutodeskADSK141,197 shares · 0.9% of their software · price −$9.4M$30.3M−$1.8M
- Paychex, Inc.PAYX218,534 shares · 0.9% of their software$29.8M−$1.3M
- CadenceCDNS177,922 shares · 0.9% of their software · price −$3.9M$29.3M−$1.5M
- Roper Technologies, Inc.ROP60,668 shares · 0.9% of their software · price −$1.2M$28.6M−$1.7M
- FortinetFTNT72,785 shares · 0.8% of their software · price −$1.3M$24.9M−$1.5M
- TwilioTWLO147,619 shares · 0.7% of their software · price −$14.5M$24.3M+$30.0M
- F5, Inc.FFIV110,516 shares · 0.7% of their software · price −$4.0M$23.1M+$17.2M
- VeriskVRSK102,323 shares · 0.7% of their software · price −$1.4M$22.0M−$5.7M
- Sabre CorporationSABR1,500,000 shares · 0.5% of their software · price +$4.3M$17.1MNew · +$12.9M
- Block, Inc.XYZ109,487 shares · 0.4% of their software · price −$2.8M$14.8M+$5.2M
- CloudflareNET122,864 shares · 0.4% of their software · price −$1.4M$14.7M+$8.6M
- VeriSign, Inc.VRSN62,797 shares · 0.4% of their software · price −$2.0M$14.0M−$739K
- NetApp, Inc.NTAP156,420 shares · 0.4% of their software · price −$1.4M$13.0M−$4.2M
- Palo Alto NetworksPANW20,386 shares · 0.4% of their software · price +$1.3M$12.7MFlat
- CoStarCSGP186,278 shares · 0.4% of their software · price −$2.3M$12.4M+$1.4M
- AkamaiAKAM103,821 shares · 0.4% of their software$12.4M−$19.8M
- BroadridgeBR75,768 shares · 0.4% of their software · price −$2.1M$11.8M−$590K
- Tyler TechnologiesTYL26,180 shares · 0.4% of their software · price −$2.4M$11.6M−$631K
- TrimbleTRMB160,394 shares · 0.4% of their software · price −$2.4M$11.6M−$649K
- Uber Technologies, Inc.UBER315,808 shares · 0.3% of their software · price −$2.0M$11.3M+$2.1M
- PaycomPAYC31,383 shares · 0.3% of their software · price −$2.2M$10.9M+$584K
- Gen DigitalGEN394,274 shares · 0.3% of their software$10.5M−$2.3M
- SnowflakeSNOW45,107 shares · 0.3% of their software · price −$4.9M$10.3M−$54.3M
- WorkdayWDAY41,920 shares · 0.3% of their software · price −$1.4M$10.0M−$9.5M
- CrowdStrikeCRWD42,609 shares · 0.3% of their software · price +$951K$9.7M+$890K
- FactSetFDS21,102 shares · 0.3% of their software · price −$1.1M$9.2M−$3.4M
- VeevaVEEV42,696 shares · 0.3% of their software · price −$1.8M$9.1M+$3.9M
- BlackBerry LimitedBB1,138,312 shares · 0.3% of their software · price −$2.2M$8.5M+$1.3M
- DatadogDDOG47,603 shares · 0.2% of their software · price −$1.3M$7.2M−$15.1M
- ZoomZM54,040 shares · 0.2% of their software · price −$3.6M$6.3M−$10.1M
- PalantirPLTR450,565 shares · 0.2% of their software · price −$2.0M$6.2M−$6.0M
- The Trade DeskTTD88,591 shares · 0.2% of their software · price −$2.0M$6.1M+$750K
- PTCPTC56,934 shares · 0.2% of their software · price −$765K$6.1M−$1.4M
- MongoDBMDB12,103 shares · 0.2% of their software · price −$1.0M$5.4M−$5.1M
- OktaOKTA30,438 shares · 0.1% of their software · price −$2.2M$4.6M+$1.5M
- DocuSignDOCU42,717 shares · 0.1% of their software · price −$1.9M$4.6M+$850K
- ZscalerZS18,415 shares · 0.1% of their software · price −$1.5M$4.4M+$576K
- HubSpotHUBS9,114 shares · 0.1% of their software · price −$1.7M$4.3M+$554K
- RingCentralRNG35,707 shares · 0.1% of their software · price −$2.5M$4.2M−$1.8M
- SS&CSSNC55,311 shares · 0.1% of their software$4.2M+$820K
- ZoomInfoZI60,445 shares · 0.1% of their software$3.6M—
- BILLBILL15,623 shares · 0.1% of their software$3.5MNew · +$3.9M
- Grab Holdings LimitedGRAB968,538 shares · 0.1% of their software · price −$3.5M$3.4MNew · +$6.9M
- GoDaddyGDDY35,591 shares · 0.1% of their software$3.0M−$114M
- Lyft, Inc.LYFT76,074 shares · 0.1% of their software$2.9MFlat
- Fair IsaacFICO5,861 shares · 0.1% of their software$2.7M−$3.9M
- DynatraceDT51,934 shares · 0.1% of their software · price −$688K$2.4MFlat
- DescartesDSGX31,376 shares · 0.1% of their software$2.3MFlat
- UnityU22,595 shares · 0.1% of their software · price −$989K$2.2M+$1.3M
- TenableTENB32,600 shares · 0.1% of their software$1.9M+$782K
- GuidewireGWRE17,652 shares · 0.1% of their software$1.7MFlat
- SPS CommerceSPSC12,700 shares · 0.1% of their software$1.7M+$769K
- Bentley SystemsBSY37,689 shares · 0.1% of their software$1.7MFlat
- DropboxDBX66,365 shares · 0.0% of their software$1.5M−$1.1M
- Manhattan AssociatesMANH10,000 shares · 0.0% of their software$1.4M−$933K
- ACI WorldwideACIW41,600 shares · 0.0% of their software$1.3MNew · +$1.4M
- PaylocityPCTY3,000 shares · 0.0% of their software$617K−$1.7M
- AsanaASAN14,263 shares · 0.0% of their software$570KFlat
- CommvaultCVLT4,200 shares · 0.0% of their software$279KFlat
- DoceboDCBO1,964 shares · 0.0% of their software$101KFlat
- LightspeedLSPD650 shares · 0.0% of their software$20KFlat
- Tucows Inc.TCX100 shares · 0.0% of their software$7KFlat
- AppianAPPN16 shares · 0.0% of their software$1KFlat