Generalist · Toronto, Ontario, Canada
Toronto-Dominion Bank
Q4 2022 · compared with Q3 2022
Filed as Toronto Dominion Bank
- Software
- $2.7B
- Weight of 13F
- 4.7%
- Names
- 70
- Net bought
- +$462M
Filed 7 February 2023 · SEC filing.
Call exposure on these names is $27.2M across 28 lines. Calls are not in the stock total.
1,174 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
- MicrosoftMSFT6,359,054 shares · 55.9% of their software · price +$44.0M$1.5B+$283M
- AdobeADBE398,659 shares · 4.9% of their software · price +$24.4M$134M−$18.7M
- SalesforceCRM729,637 shares · 3.5% of their software · price −$8.2M$96.7M+$19.3M
- ServiceNowNOW248,575 shares · 3.5% of their software · price +$2.6M$96.5M+$52.5M
- OracleORCL1,142,333 shares · 3.4% of their software · price +$23.6M$93.3M+$3.7M
- Automatic Data Processing, Inc.ADP373,706 shares · 3.3% of their software · price +$4.7M$89.2M+$30.6M
- IntuitINTU210,228 shares · 3.0% of their software$81.8M+$21.0M
- CadenceCDNS335,732 shares · 2.0% of their software · price −$937K$53.9M+$30.1M
- Palo Alto NetworksPANW352,603 shares · 1.8% of their software · price −$8.6M$49.2M+$47.3M
- ShopifySHOP1,216,406 shares · 1.5% of their software · price +$9.5M$42.2M−$709K
- OpenTextOTEX1,229,421 shares · 1.4% of their software · price +$3.9M$36.9MFlat
- Fiserv, Inc.FISV317,723 shares · 1.2% of their software · price +$2.4M$32.1M−$2.6M
- SynopsysSNPS86,052 shares · 1.0% of their software · price +$1.2M$27.5MFlat
- Roper Technologies, Inc.ROP61,044 shares · 1.0% of their software · price +$4.4M$26.4MFlat
- AutodeskADSK124,640 shares · 0.9% of their software$23.3M+$650K
- Paychex, Inc.PAYX195,420 shares · 0.8% of their software · price +$655K$22.6MFlat
- CoStarCSGP240,238 shares · 0.7% of their software · price +$1.8M$18.6M+$750K
- VeriskVRSK97,960 shares · 0.6% of their software · price +$577K$17.3M+$1.9M
- FortinetFTNT337,537 shares · 0.6% of their software$16.5M−$1.3M
- Uber Technologies, Inc.UBER613,042 shares · 0.6% of their software · price −$1.1M$15.2M+$6.9M
- GoDaddyGDDY192,328 shares · 0.5% of their software · price +$758K$14.4M+$682K
- Block, Inc.XYZ184,242 shares · 0.4% of their software · price +$1.4M$11.6M+$1.7M
- VeriSign, Inc.VRSN53,719 shares · 0.4% of their software · price +$1.7M$11.0MFlat
- WorkdayWDAY60,166 shares · 0.4% of their software · price +$909K$10.1M+$2.5M
- SnowflakeSNOW64,554 shares · 0.3% of their software · price −$1.7M$9.3M+$772K
- NetApp, Inc.NTAP149,121 shares · 0.3% of their software$9.0MFlat
- PaycomPAYC27,929 shares · 0.3% of their software · price −$550K$8.7MFlat
- Gen DigitalGEN403,547 shares · 0.3% of their software · price +$521K$8.6MFlat
- BroadridgeBR62,911 shares · 0.3% of their software · price −$641K$8.4M−$678K
- FactSetFDS19,404 shares · 0.3% of their software$7.8M+$1.2M
- Tyler TechnologiesTYL23,293 shares · 0.3% of their software · price −$584K$7.5MFlat
- TrimbleTRMB147,541 shares · 0.3% of their software · price −$547K$7.5MFlat
- CrowdStrikeCRWD69,561 shares · 0.3% of their software · price −$4.1M$7.3M+$4.1M
- PTCPTC60,916 shares · 0.3% of their software · price +$941K$7.3MFlat
- VeevaVEEV42,408 shares · 0.3% of their software$6.8M+$995K
- AkamaiAKAM80,278 shares · 0.2% of their software$6.8M−$589K
- PalantirPLTR1,024,424 shares · 0.2% of their software · price −$1.8M$6.6M+$2.0M
- The Trade DeskTTD128,715 shares · 0.2% of their software · price −$1.9M$5.8M+$2.1M
- F5, Inc.FFIV38,024 shares · 0.2% of their software$5.5M−$9.6M
- DatadogDDOG73,290 shares · 0.2% of their software · price −$1.1M$5.4MFlat
- ZoomZM76,968 shares · 0.2% of their software$5.2M+$1.5M
- Fair IsaacFICO7,408 shares · 0.2% of their software · price +$1.4M$4.4M−$3.4M
- MongoDBMDB20,351 shares · 0.1% of their software$4.0M+$1.2M
- HubSpotHUBS13,376 shares · 0.1% of their software$3.9M+$1.0M
- SS&CSSNC72,478 shares · 0.1% of their software$3.8M+$801K
- Lyft, Inc.LYFT325,677 shares · 0.1% of their software · price −$700K$3.6M+$3.0M
- CloudflareNET74,744 shares · 0.1% of their software · price −$755K$3.4M+$1.2M
- DocuSignDOCU59,944 shares · 0.1% of their software$3.3M−$15.2M
- BlackBerry LimitedBB992,937 shares · 0.1% of their software · price −$1.4M$3.2MFlat
- OktaOKTA45,939 shares · 0.1% of their software · price +$526K$3.1M+$709K
- DescartesDSGX44,032 shares · 0.1% of their software$3.1MFlat
- BILLBILL27,382 shares · 0.1% of their software · price −$641K$3.0M+$1.0M
- ZscalerZS25,368 shares · 0.1% of their software · price −$1.3M$2.8M+$1.1M
- TwilioTWLO57,610 shares · 0.1% of their software · price −$1.2M$2.8M−$16.3M
- DynatraceDT69,519 shares · 0.1% of their software$2.7M+$540K
- PaylocityPCTY12,120 shares · 0.1% of their software · price −$574K$2.4MNew · +$2.9M
- ZoomInfoZI76,962 shares · 0.1% of their software$2.3M—
- Bentley SystemsBSY56,630 shares · 0.1% of their software$2.1MFlat
- UnityU71,542 shares · 0.1% of their software$2.0M+$991K
- DropboxDBX80,459 shares · 0.1% of their software$1.8MFlat
- ToastTOST69,275 shares · 0.0% of their software$1.2MNew · +$1.2M
- LightspeedLSPD81,402 shares · 0.0% of their software$1.2MFlat
- ACI WorldwideACIW15,536 shares · 0.0% of their software$357KFlat
- Grab Holdings LimitedGRAB73,256 shares · 0.0% of their software$236KFlat
- DoceboDCBO3,543 shares · 0.0% of their software$117KFlat
- WixWIX978 shares · 0.0% of their software$75KFlat
- GuidewireGWRE847 shares · 0.0% of their software$53K−$1.0M
- Tucows Inc.TCX442 shares · 0.0% of their software$15KFlat
- AppianAPPN16 shares · 0.0% of their software$1KFlat
- RingCentralRNG24 shares · 0.0% of their software$1K−$694K