Generalist · Toronto, Ontario, Canada
Toronto-Dominion Bank
Q2 2022 · compared with Q1 2022
Filed as Toronto Dominion Bank
- Software
- $2.7B
- Weight of 13F
- 5.0%
- Names
- 74
- Net bought
- +$1.0B
Filed 11 August 2022 · SEC filing.
1,235 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
- MicrosoftMSFT5,945,868 shares · 57.1% of their software · price −$306M$1.5BFlat
- AdobeADBE439,629 shares · 6.0% of their software · price −$39.4M$161M+$43.2M
- SalesforceCRM679,702 shares · 4.2% of their software · price −$32.1M$112M+$4.0M
- OracleORCL1,602,883 shares · 4.2% of their software · price −$20.6M$112M+$29.2M
- IntuitINTU197,501 shares · 2.8% of their software · price −$18.8M$76.1M+$8.1M
- ServiceNowNOW129,846 shares · 2.3% of their software · price −$10.6M$61.7M+$6.9M
- Automatic Data Processing, Inc.ADP284,861 shares · 2.2% of their software · price −$5.0M$59.8M+$2.1M
- OpenTextOTEX1,292,230 shares · 1.9% of their software · price −$5.9M$49.7M+$1.6M
- ShopifySHOP1,494,877 shares · 1.7% of their software · price −$964M$46.7M+$811M
- Fiserv, Inc.FISV366,925 shares · 1.2% of their software · price −$4.6M$32.6M+$3.4M
- SynopsysSNPS99,605 shares · 1.1% of their software · price −$2.9M$30.2MFlat
- Roper Technologies, Inc.ROP70,197 shares · 1.0% of their software · price −$5.4M$27.7M+$4.5M
- CadenceCDNS169,498 shares · 1.0% of their software · price −$2.4M$25.4M−$1.4M
- Paychex, Inc.PAYX221,127 shares · 0.9% of their software · price −$5.0M$25.2MFlat
- AutodeskADSK142,072 shares · 0.9% of their software · price −$6.0M$24.4MFlat
- FortinetFTNT412,825 shares · 0.9% of their software · price −$118M$23.4M+$116M
- F5, Inc.FFIV108,572 shares · 0.6% of their software · price −$6.1M$16.6MFlat
- VeriskVRSK90,302 shares · 0.6% of their software · price −$3.8M$15.6M−$2.6M
- BroadridgeBR77,006 shares · 0.4% of their software · price −$1.0M$11.0MFlat
- Palo Alto NetworksPANW21,818 shares · 0.4% of their software · price −$2.8M$10.8M+$891K
- NetApp, Inc.NTAP164,982 shares · 0.4% of their software · price −$2.9M$10.8M+$711K
- WorkdayWDAY76,833 shares · 0.4% of their software · price −$7.7M$10.7M+$8.4M
- VeriSign, Inc.VRSN62,915 shares · 0.4% of their software · price −$3.5M$10.5MFlat
- Gen DigitalGEN470,912 shares · 0.4% of their software · price −$2.1M$10.3M+$2.0M
- AkamaiAKAM103,820 shares · 0.4% of their software · price −$2.9M$9.5MFlat
- TrimbleTRMB162,230 shares · 0.4% of their software · price −$2.3M$9.4MFlat
- PaycomPAYC31,857 shares · 0.3% of their software · price −$2.1M$8.9MFlat
- Tyler TechnologiesTYL26,827 shares · 0.3% of their software · price −$3.0M$8.9MFlat
- Block, Inc.XYZ134,470 shares · 0.3% of their software · price −$10.0M$8.3M+$3.4M
- CoStarCSGP129,651 shares · 0.3% of their software · price −$804K$7.8M−$3.8M
- CrowdStrikeCRWD45,004 shares · 0.3% of their software · price −$2.6M$7.6M+$544K
- PTCPTC69,482 shares · 0.3% of their software$7.4M+$1.4M
- VeevaVEEV36,522 shares · 0.3% of their software · price −$527K$7.2M−$1.3M
- FactSetFDS18,269 shares · 0.3% of their software · price −$906K$7.0M−$1.2M
- Uber Technologies, Inc.UBER327,433 shares · 0.3% of their software · price −$5.0M$6.7MFlat
- SnowflakeSNOW46,775 shares · 0.2% of their software · price −$4.2M$6.5MFlat
- Fair IsaacFICO15,869 shares · 0.2% of their software · price −$1.0M$6.4M+$4.7M
- BlackBerry LimitedBB1,160,612 shares · 0.2% of their software · price −$2.4M$6.3MFlat
- CloudflareNET124,533 shares · 0.2% of their software · price −$9.5M$5.4MFlat
- ZoomZM46,666 shares · 0.2% of their software$5.0M−$864K
- PalantirPLTR546,591 shares · 0.2% of their software · price −$2.5M$5.0M+$1.3M
- DatadogDDOG49,862 shares · 0.2% of their software · price −$2.8M$4.7MFlat
- The Trade DeskTTD96,126 shares · 0.2% of their software · price −$2.6M$4.0M+$522K
- MongoDBMDB14,569 shares · 0.1% of their software · price −$2.7M$3.8M+$1.1M
- TwilioTWLO44,506 shares · 0.1% of their software · price −$3.6M$3.7M−$17.0M
- DocuSignDOCU60,752 shares · 0.1% of their software · price −$3.0M$3.5M+$1.9M
- SS&CSSNC57,765 shares · 0.1% of their software · price −$979K$3.4MFlat
- RingCentralRNG61,879 shares · 0.1% of their software · price −$4.0M$3.2M+$3.1M
- DescartesDSGX51,907 shares · 0.1% of their software · price −$581K$3.2M+$1.5M
- OktaOKTA32,861 shares · 0.1% of their software · price −$2.0M$3.0MFlat
- HubSpotHUBS9,853 shares · 0.1% of their software · price −$1.7M$3.0MFlat
- ZscalerZS19,181 shares · 0.1% of their software · price −$1.8M$2.9MFlat
- GoDaddyGDDY37,303 shares · 0.1% of their software · price −$527K$2.6MFlat
- UnityU65,489 shares · 0.1% of their software · price −$4.1M$2.4M+$4.3M
- DynatraceDT56,883 shares · 0.1% of their software$2.2MFlat
- BILLBILL20,341 shares · 0.1% of their software · price −$2.4M$2.2M+$1.1M
- ZoomInfoZI58,499 shares · 0.1% of their software$1.9M—
- Bentley SystemsBSY42,536 shares · 0.1% of their software$1.4MFlat
- DropboxDBX64,302 shares · 0.1% of their software$1.3MFlat
- GuidewireGWRE18,362 shares · 0.0% of their software$1.3MFlat
- TenableTENB28,159 shares · 0.0% of their software$1.3MFlat
- Lyft, Inc.LYFT89,047 shares · 0.0% of their software · price −$2.2M$1.2MFlat
- Grab Holdings LimitedGRAB454,664 shares · 0.0% of their software$1.2M−$1.8M
- AppLovinAPP26,521 shares · 0.0% of their software · price −$547K$913KNew · +$1.5M
- SPS CommerceSPSC7,800 shares · 0.0% of their software$882K−$643K
- ACI WorldwideACIW31,300 shares · 0.0% of their software$810KFlat
- LightspeedLSPD14,120 shares · 0.0% of their software$315KFlat
- DoceboDCBO1,890 shares · 0.0% of their software$54KFlat
- Tucows Inc.TCX200 shares · 0.0% of their software$9KFlat
- VaronisVRNS60 shares · 0.0% of their software$2KNew · Flat
- AppianAPPN16 shares · 0.0% of their software$1KFlat
- Shift4 Payments, Inc.FOUR18 shares · 0.0% of their software$1KNew · Flat
- Global-EGLBE50 shares · 0.0% of their software$1KNew · Flat
- SentinelOneS64 shares · 0.0% of their software$1KNew · Flat