Generalist · Toronto, Ontario, Canada
Toronto-Dominion Bank
Q1 2023 · compared with Q4 2022
Filed as Toronto Dominion Bank
- Software
- $3.1B
- Weight of 13F
- 5.9%
- Names
- 71
- Net bought
- −$94.7M
Filed 11 May 2023 · SEC filing.
Call exposure on these names is $3.8M across 13 lines. Calls are not in the stock total.
1,143 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
- MicrosoftMSFT6,477,225 shares · 59.7% of their software · price +$314M$1.9B+$28.3M
- AdobeADBE389,477 shares · 4.8% of their software · price +$19.0M$150M−$3.1M
- SalesforceCRM604,190 shares · 3.9% of their software · price +$40.6M$121M−$16.6M
- ServiceNowNOW220,254 shares · 3.3% of their software · price +$16.8M$102M−$11.0M
- OracleORCL1,041,865 shares · 3.1% of their software · price +$11.6M$96.8M−$8.2M
- Automatic Data Processing, Inc.ADP330,528 shares · 2.4% of their software · price −$5.4M$73.5M−$10.3M
- IntuitINTU155,817 shares · 2.2% of their software · price +$8.8M$69.4M−$21.2M
- ShopifySHOP1,150,654 shares · 1.8% of their software · price +$15.2M$55.1M−$2.3M
- OpenTextOTEX1,142,077 shares · 1.4% of their software · price +$10.2M$44.0M−$2.6M
- Uber Technologies, Inc.UBER1,083,218 shares · 1.1% of their software · price +$7.6M$34.3M+$11.6M
- SynopsysSNPS88,671 shares · 1.1% of their software · price +$5.9M$34.2M+$836K
- Fiserv, Inc.FISV296,342 shares · 1.1% of their software · price +$3.5M$33.5M−$2.2M
- CadenceCDNS150,491 shares · 1.0% of their software · price +$7.4M$31.6M−$29.8M
- Roper Technologies, Inc.ROP65,197 shares · 0.9% of their software · price +$561K$28.7M+$1.8M
- AutodeskADSK121,163 shares · 0.8% of their software · price +$2.6M$25.2M−$650K
- FortinetFTNT376,017 shares · 0.8% of their software · price +$6.6M$25.0M+$1.9M
- GoDaddyGDDY254,566 shares · 0.6% of their software · price +$738K$19.8M+$4.7M
- Paychex, Inc.PAYX163,691 shares · 0.6% of their software$18.7M−$3.7M
- VeriskVRSK94,478 shares · 0.6% of their software · price +$1.5M$18.1M−$614K
- Palo Alto NetworksPANW84,985 shares · 0.5% of their software · price +$5.1M$17.0M−$37.3M
- CoStarCSGP237,082 shares · 0.5% of their software · price −$2.0M$16.3MFlat
- Block, Inc.XYZ178,522 shares · 0.4% of their software · price +$1.0M$12.2MFlat
- SnowflakeSNOW77,538 shares · 0.4% of their software · price +$834K$12.0M+$1.9M
- WorkdayWDAY57,131 shares · 0.4% of their software · price +$2.2M$11.8M−$508K
- NetApp, Inc.NTAP179,059 shares · 0.4% of their software · price +$679K$11.4M+$1.8M
- VeriSign, Inc.VRSN51,871 shares · 0.4% of their software$11.0MFlat
- Fair IsaacFICO13,704 shares · 0.3% of their software · price +$1.4M$9.6M+$3.8M
- CrowdStrikeCRWD67,958 shares · 0.3% of their software · price +$2.2M$9.3MFlat
- PalantirPLTR1,076,386 shares · 0.3% of their software · price +$2.2M$9.1MFlat
- PaycomPAYC27,097 shares · 0.3% of their software$8.2MFlat
- Tyler TechnologiesTYL22,724 shares · 0.3% of their software · price +$732K$8.1MFlat
- BroadridgeBR53,603 shares · 0.3% of their software · price +$667K$7.9M−$1.2M
- PTCPTC59,525 shares · 0.2% of their software$7.6MFlat
- TrimbleTRMB143,760 shares · 0.2% of their software$7.5MFlat
- The Trade DeskTTD123,718 shares · 0.2% of their software · price +$2.0M$7.5MFlat
- VeevaVEEV40,407 shares · 0.2% of their software · price +$906K$7.4MFlat
- FactSetFDS17,886 shares · 0.2% of their software$7.4M−$609K
- F5, Inc.FFIV50,009 shares · 0.2% of their software$7.3M+$1.7M
- Gen DigitalGEN392,885 shares · 0.2% of their software · price −$1.7M$6.7MFlat
- AkamaiAKAM85,814 shares · 0.2% of their software · price −$515K$6.7MFlat
- HubSpotHUBS12,823 shares · 0.2% of their software · price +$1.8M$5.5MFlat
- TwilioTWLO77,043 shares · 0.2% of their software · price +$1.4M$5.1M+$951K
- ZoomZM68,860 shares · 0.2% of their software$5.1M−$549K
- DatadogDDOG69,820 shares · 0.2% of their software$5.1MFlat
- BlackBerry LimitedBB994,618 shares · 0.1% of their software · price +$1.3M$4.5MFlat
- MongoDBMDB19,095 shares · 0.1% of their software · price +$693K$4.4MFlat
- CloudflareNET71,301 shares · 0.1% of their software · price +$1.2M$4.4MFlat
- DescartesDSGX48,637 shares · 0.1% of their software · price +$533K$3.9MFlat
- SS&CSSNC69,128 shares · 0.1% of their software$3.9MFlat
- OktaOKTA43,518 shares · 0.1% of their software · price +$779K$3.8MFlat
- Lyft, Inc.LYFT362,951 shares · 0.1% of their software · price −$635K$3.4MFlat
- DocuSignDOCU57,149 shares · 0.1% of their software$3.3MFlat
- DynatraceDT69,977 shares · 0.1% of their software$3.0MFlat
- ZscalerZS23,801 shares · 0.1% of their software$2.8MFlat
- Bentley SystemsBSY53,698 shares · 0.1% of their software$2.3MFlat
- PaylocityPCTY11,583 shares · 0.1% of their software$2.3MFlat
- UnityU68,717 shares · 0.1% of their software$2.2MFlat
- BILLBILL26,454 shares · 0.1% of their software · price −$736K$2.1MFlat
- ZoomInfoZI73,032 shares · 0.1% of their software$1.8M—
- DropboxDBX76,294 shares · 0.1% of their software$1.6MFlat
- Sangoma Technologies CorporationSANG400,000 shares · 0.0% of their software$1.5MNew · +$1.9M
- ToastTOST69,573 shares · 0.0% of their software$1.2MFlat
- LightspeedLSPD78,792 shares · 0.0% of their software$1.2MFlat
- ACI WorldwideACIW12,417 shares · 0.0% of their software$335KFlat
- WixWIX1,023 shares · 0.0% of their software$101KFlat
- GuidewireGWRE847 shares · 0.0% of their software$70KFlat
- DoceboDCBO1,535 shares · 0.0% of their software$62KFlat
- Grab Holdings LimitedGRAB7,983 shares · 0.0% of their software$24KFlat
- Tucows Inc.TCX400 shares · 0.0% of their software$8KFlat
- AppianAPPN16 shares · 0.0% of their software$1KFlat
- RingCentralRNG24 shares · 0.0% of their software$1KFlat
