Generalist · Toronto, Ontario, Canada
Toronto-Dominion Bank
Q2 2023 · compared with Q1 2023
Filed as Toronto Dominion Bank
- Software
- $3.5B
- Weight of 13F
- 6.1%
- Names
- 74
- Net bought
- −$117M
Filed 10 August 2023 · SEC filing.
Call exposure on these names is $3.4M across 20 lines. Calls are not in the stock total.
1,201 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
- MicrosoftMSFT5,993,298 shares · 58.2% of their software · price +$313M$2.0B−$140M
- AdobeADBE345,478 shares · 4.8% of their software · price +$35.8M$169M−$17.0M
- SalesforceCRM626,405 shares · 3.8% of their software · price +$7.2M$132M+$4.4M
- OracleORCL1,007,459 shares · 3.4% of their software · price +$26.4M$120M−$3.2M
- ServiceNowNOW195,744 shares · 3.1% of their software · price +$19.0M$110M−$11.4M
- Automatic Data Processing, Inc.ADP382,802 shares · 2.4% of their software · price −$1.1M$84.1M+$11.6M
- IntuitINTU166,765 shares · 2.2% of their software · price +$2.1M$76.4M+$4.9M
- ShopifySHOP1,098,173 shares · 2.0% of their software · price +$18.3M$71.0M−$2.5M
- SynopsysSNPS135,331 shares · 1.7% of their software · price +$6.7M$58.9M+$18.0M
- OpenTextOTEX1,147,990 shares · 1.4% of their software · price +$3.4M$47.7MFlat
- CadenceCDNS196,159 shares · 1.3% of their software · price +$4.8M$46.0M+$9.6M
- Fiserv, Inc.FISV320,234 shares · 1.2% of their software · price +$4.2M$40.4M+$2.7M
- Palo Alto NetworksPANW151,950 shares · 1.1% of their software · price +$8.5M$38.8M+$13.4M
- Roper Technologies, Inc.ROP68,562 shares · 0.9% of their software · price +$2.8M$32.9M+$1.5M
- FortinetFTNT388,818 shares · 0.8% of their software · price +$3.5M$29.4M+$851K
- Paychex, Inc.PAYX231,941 shares · 0.7% of their software · price −$631K$25.9M+$7.8M
- AutodeskADSK126,458 shares · 0.7% of their software$25.9M+$1.1M
- CoStarCSGP254,284 shares · 0.6% of their software · price +$5.1M$22.6M+$1.2M
- GoDaddyGDDY285,257 shares · 0.6% of their software · price −$739K$21.4M+$2.4M
- VeriskVRSK86,942 shares · 0.6% of their software · price +$3.0M$19.6M−$1.4M
- Uber Technologies, Inc.UBER451,112 shares · 0.6% of their software · price +$5.2M$19.5M−$20.0M
- NetApp, Inc.NTAP183,163 shares · 0.4% of their software · price +$2.3M$14.0MFlat
- SnowflakeSNOW77,055 shares · 0.4% of their software · price +$1.7M$13.6MFlat
- VeriSign, Inc.VRSN53,631 shares · 0.3% of their software · price +$785K$12.1MFlat
- PalantirPLTR789,603 shares · 0.3% of their software · price +$5.4M$12.1M−$2.4M
- Fair IsaacFICO14,488 shares · 0.3% of their software · price +$1.5M$11.7M+$551K
- WorkdayWDAY50,183 shares · 0.3% of their software · price +$971K$11.3M−$1.4M
- Block, Inc.XYZ161,746 shares · 0.3% of their software$10.8M−$1.2M
- PTCPTC73,885 shares · 0.3% of their software · price +$1.0M$10.5M+$1.8M
- Tyler TechnologiesTYL24,191 shares · 0.3% of their software · price +$1.5M$10.1M+$520K
- CrowdStrikeCRWD67,540 shares · 0.3% of their software · price +$649K$9.9MFlat
- F5, Inc.FFIV63,951 shares · 0.3% of their software$9.3M+$2.0M
- TrimbleTRMB176,068 shares · 0.3% of their software$9.3M+$1.7M
- PaycomPAYC28,904 shares · 0.3% of their software$9.3M+$549K
- BroadridgeBR52,319 shares · 0.2% of their software · price +$997K$8.7MFlat
- VeevaVEEV42,847 shares · 0.2% of their software · price +$597K$8.5MFlat
- The Trade DeskTTD106,947 shares · 0.2% of their software · price +$1.7M$8.3M−$1.0M
- AkamaiAKAM88,818 shares · 0.2% of their software · price +$1.0M$8.0MFlat
- FactSetFDS19,509 shares · 0.2% of their software$7.8M+$674K
- Gen DigitalGEN408,252 shares · 0.2% of their software · price +$567K$7.6MFlat
- MongoDBMDB17,129 shares · 0.2% of their software · price +$3.0M$7.0MFlat
- DescartesDSGX77,666 shares · 0.2% of their software$7.0M+$2.3M
- DatadogDDOG61,766 shares · 0.2% of their software · price +$1.6M$6.1M−$585K
- HubSpotHUBS11,307 shares · 0.2% of their software · price +$1.2M$6.0M−$650K
- BlackBerry LimitedBB995,690 shares · 0.2% of their software · price +$966K$5.5MFlat
- ZoomZM70,102 shares · 0.1% of their software$4.8MFlat
- CloudflareNET65,725 shares · 0.1% of their software$4.3MFlat
- SS&CSSNC59,265 shares · 0.1% of their software$3.6M−$557K
- DynatraceDT62,193 shares · 0.1% of their software · price +$570K$3.2MFlat
- ZscalerZS21,390 shares · 0.1% of their software · price +$630K$3.1MFlat
- TwilioTWLO48,969 shares · 0.1% of their software$3.1M−$1.9M
- Bentley SystemsBSY53,751 shares · 0.1% of their software · price +$604K$2.9MFlat
- BILLBILL23,085 shares · 0.1% of their software · price +$824K$2.7MFlat
- OktaOKTA38,001 shares · 0.1% of their software · price −$642K$2.6MFlat
- DocuSignDOCU49,540 shares · 0.1% of their software$2.5MFlat
- UnityU54,486 shares · 0.1% of their software · price +$598K$2.4MFlat
- PaylocityPCTY10,042 shares · 0.1% of their software$1.9MFlat
- Sangoma Technologies CorporationSANG476,900 shares · 0.1% of their software$1.8MFlat
- ZoomInfoZI68,203 shares · 0.0% of their software$1.7M—
- DropboxDBX62,895 shares · 0.0% of their software$1.7MFlat
- ToastTOST73,478 shares · 0.0% of their software$1.7MFlat
- UiPathPATH85,576 shares · 0.0% of their software$1.4MNew · +$1.5M
- LightspeedLSPD79,781 shares · 0.0% of their software$1.3MFlat
- Manhattan AssociatesMANH5,424 shares · 0.0% of their software$1.1MNew · +$840K
- Lyft, Inc.LYFT95,339 shares · 0.0% of their software$914K−$2.5M
- DoceboDCBO1,658 shares · 0.0% of their software$65KFlat
- WixWIX744 shares · 0.0% of their software$58KFlat
- GuidewireGWRE300 shares · 0.0% of their software$23KFlat
- Tucows Inc.TCX600 shares · 0.0% of their software$17KFlat
- Grab Holdings LimitedGRAB3,183 shares · 0.0% of their software$11KFlat
- AppianAPPN16 shares · 0.0% of their software$1KFlat
- BlackbaudBLKB8 shares · 0.0% of their software$1KNew · Flat
- DHI Group, Inc.DHX135 shares · 0.0% of their software$1KNew · Flat
- CS Disco, Inc.LAW68 shares · 0.0% of their software$1KNew · Flat