Generalist · Toronto, Ontario, Canada
Toronto-Dominion Bank
Q3 2022 · compared with Q2 2022
Filed as Toronto Dominion Bank
- Software
- $2.2B
- Weight of 13F
- 4.4%
- Names
- 69
- Net bought
- −$260M
Filed 9 November 2022 · SEC filing.
Call exposure on these names is $15.3M across 21 lines. Calls are not in the stock total.
1,217 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
- MicrosoftMSFT5,144,295 shares · 55.1% of their software · price −$123M$1.2B−$206M
- AdobeADBE466,604 shares · 5.9% of their software · price −$42.4M$128M+$9.9M
- SalesforceCRM595,138 shares · 3.9% of their software · price −$12.6M$85.6M−$14.0M
- OracleORCL1,081,237 shares · 3.0% of their software · price −$9.5M$66.0M−$36.4M
- IntuitINTU156,137 shares · 2.8% of their software$60.5M−$15.9M
- Automatic Data Processing, Inc.ADP238,634 shares · 2.5% of their software · price +$3.9M$54.0M−$9.7M
- ServiceNowNOW109,612 shares · 1.9% of their software · price −$10.7M$41.4M−$9.6M
- OpenTextOTEX1,231,843 shares · 1.6% of their software · price −$14.0M$34.2M−$2.3M
- ShopifySHOP1,242,714 shares · 1.5% of their software · price −$5.3M$33.5M−$7.9M
- Fiserv, Inc.FISV345,743 shares · 1.5% of their software · price +$1.6M$32.3M−$1.9M
- SynopsysSNPS84,509 shares · 1.2% of their software$25.8M−$4.6M
- CadenceCDNS151,698 shares · 1.1% of their software · price +$2.0M$24.8M−$2.7M
- AutodeskADSK121,158 shares · 1.0% of their software · price +$1.8M$22.6M−$3.6M
- Roper Technologies, Inc.ROP59,898 shares · 1.0% of their software · price −$2.1M$21.5M−$4.1M
- Paychex, Inc.PAYX190,986 shares · 1.0% of their software$21.4M−$3.4M
- TwilioTWLO293,756 shares · 0.9% of their software · price −$4.3M$20.3M+$20.9M
- DocuSignDOCU344,230 shares · 0.8% of their software · price −$1.3M$18.4M+$16.3M
- FortinetFTNT363,853 shares · 0.8% of their software · price −$2.7M$17.9M−$2.8M
- CoStarCSGP229,468 shares · 0.7% of their software · price +$2.1M$16.0M+$6.0M
- F5, Inc.FFIV104,155 shares · 0.7% of their software · price −$866K$15.1M−$676K
- VeriskVRSK86,922 shares · 0.7% of their software$14.8M−$585K
- GoDaddyGDDY182,709 shares · 0.6% of their software$12.9M+$10.1M
- Palo Alto NetworksPANW64,047 shares · 0.5% of their software · price −$21.1M$10.5M+$20.9M
- SnowflakeSNOW60,009 shares · 0.5% of their software · price +$1.9M$10.2M+$1.8M
- BroadridgeBR67,612 shares · 0.4% of their software$9.8M−$1.3M
- Uber Technologies, Inc.UBER354,058 shares · 0.4% of their software · price +$2.1M$9.4M+$545K
- VeriSign, Inc.VRSN53,060 shares · 0.4% of their software$9.2M−$1.6M
- NetApp, Inc.NTAP144,224 shares · 0.4% of their software$8.9M−$1.4M
- PaycomPAYC26,970 shares · 0.4% of their software · price +$1.3M$8.9M−$1.4M
- Gen DigitalGEN420,241 shares · 0.4% of their software · price −$765K$8.5M−$1.1M
- Block, Inc.XYZ153,600 shares · 0.4% of their software · price −$994K$8.4M+$1.2M
- Tyler TechnologiesTYL22,818 shares · 0.4% of their software$7.9M−$1.3M
- TrimbleTRMB140,192 shares · 0.3% of their software · price −$555K$7.6M−$1.3M
- CrowdStrikeCRWD44,621 shares · 0.3% of their software$7.4MFlat
- AkamaiAKAM87,613 shares · 0.3% of their software · price −$965K$7.0M−$1.5M
- WorkdayWDAY43,993 shares · 0.3% of their software · price +$556K$6.7M−$4.6M
- FactSetFDS16,492 shares · 0.3% of their software$6.6M−$683K
- Fair IsaacFICO15,625 shares · 0.3% of their software$6.4MFlat
- PalantirPLTR776,174 shares · 0.3% of their software · price −$730K$6.3M+$2.1M
- PTCPTC59,259 shares · 0.3% of their software$6.2M−$1.1M
- DatadogDDOG69,002 shares · 0.3% of their software$6.1M+$1.8M
- VeevaVEEV36,375 shares · 0.3% of their software · price −$1.2M$6.0MFlat
- The Trade DeskTTD93,353 shares · 0.3% of their software · price +$1.7M$5.6MFlat
- BlackBerry LimitedBB1,030,063 shares · 0.2% of their software · price −$711K$4.8M−$704K
- ZoomZM56,894 shares · 0.2% of their software · price −$2.0M$4.2M+$1.1M
- DescartesDSGX49,299 shares · 0.1% of their software$3.1MFlat
- ZscalerZS18,774 shares · 0.1% of their software$3.1MFlat
- CloudflareNET53,456 shares · 0.1% of their software · price +$618K$3.0M−$3.1M
- MongoDBMDB14,373 shares · 0.1% of their software · price −$876K$2.9MFlat
- SS&CSSNC55,704 shares · 0.1% of their software · price −$575K$2.7MFlat
- BILLBILL19,705 shares · 0.1% of their software$2.6MFlat
- HubSpotHUBS9,581 shares · 0.1% of their software$2.6MFlat
- ZoomInfoZI56,833 shares · 0.1% of their software$2.4M—
- OktaOKTA33,465 shares · 0.1% of their software · price −$1.1M$1.9MFlat
- DynatraceDT54,012 shares · 0.1% of their software$1.9MFlat
- LightspeedLSPD92,828 shares · 0.1% of their software$1.6M+$1.8M
- DropboxDBX63,156 shares · 0.1% of their software$1.3MFlat
- Lyft, Inc.LYFT99,096 shares · 0.1% of their software$1.3MFlat
- UnityU40,443 shares · 0.1% of their software$1.3M−$922K
- Bentley SystemsBSY41,638 shares · 0.1% of their software$1.3MFlat
- GuidewireGWRE17,810 shares · 0.1% of their software$1.1MFlat
- RingCentralRNG17,396 shares · 0.0% of their software$695K−$2.3M
- AppLovinAPP25,811 shares · 0.0% of their software$503KFlat
- ACI WorldwideACIW15,536 shares · 0.0% of their software$325KFlat
- Grab Holdings LimitedGRAB80,608 shares · 0.0% of their software$212K−$946K
- WixWIX1,034 shares · 0.0% of their software$80KNew · Flat
- DoceboDCBO1,957 shares · 0.0% of their software$53KFlat
- Tucows Inc.TCX200 shares · 0.0% of their software$8KFlat
- AppianAPPN16 shares · 0.0% of their software$1KFlat
