Generalist · Toronto, Ontario, Canada
Toronto-Dominion Bank
Q1 2024 · compared with Q4 2023
Filed as Toronto Dominion Bank
- Software
- $3.9B
- Weight of 13F
- 6.9%
- Names
- 82
- Net bought
- +$211M
Filed 14 May 2024 · SEC filing.
Call exposure on these names is $129K across 9 lines. Calls are not in the stock total.
1,180 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
- MicrosoftMSFT5,472,778 shares · 59.4% of their software · price +$245M$2.3B+$122M
- ShopifySHOP2,907,052 shares · 5.8% of their software · price −$2.1M$224M+$154M
- SalesforceCRM634,101 shares · 4.9% of their software · price +$24.1M$191M−$1.9M
- IntuitINTU194,402 shares · 3.3% of their software · price +$4.9M$126M+$9.3M
- ServiceNowNOW144,775 shares · 2.8% of their software · price +$8.1M$110M+$10.6M
- OracleORCL801,254 shares · 2.6% of their software · price +$16.2M$101M−$29.9M
- AdobeADBE174,684 shares · 2.3% of their software · price −$16.1M$88.1M−$9.1M
- Automatic Data Processing, Inc.ADP247,474 shares · 1.6% of their software · price +$4.2M$61.8M+$991K
- Uber Technologies, Inc.UBER742,823 shares · 1.5% of their software · price +$11.5M$57.2M+$7.5M
- Fiserv, Inc.FISV346,232 shares · 1.4% of their software · price +$9.3M$55.3M+$772K
- SynopsysSNPS95,831 shares · 1.4% of their software · price +$5.4M$54.8MFlat
- CadenceCDNS171,018 shares · 1.4% of their software · price +$6.7M$53.2MFlat
- Roper Technologies, Inc.ROP68,394 shares · 1.0% of their software · price +$1.1M$38.4MFlat
- AutodeskADSK129,437 shares · 0.9% of their software · price +$2.2M$33.7M−$1.7M
- Palo Alto NetworksPANW111,779 shares · 0.8% of their software · price −$1.2M$31.8M−$2.2M
- FortinetFTNT408,998 shares · 0.7% of their software · price +$4.0M$27.9MFlat
- NetApp, Inc.NTAP249,924 shares · 0.7% of their software · price +$4.2M$26.2M+$7.8M
- Paychex, Inc.PAYX197,106 shares · 0.6% of their software · price +$727K$24.2MFlat
- VeriskVRSK94,936 shares · 0.6% of their software$22.4MFlat
- Fair IsaacFICO15,234 shares · 0.5% of their software · price +$1.3M$19.0MFlat
- BroadridgeBR71,093 shares · 0.4% of their software$14.6M+$615K
- PTCPTC73,414 shares · 0.4% of their software · price +$1.0M$13.9MFlat
- CoStarCSGP125,408 shares · 0.3% of their software · price +$1.2M$12.1M−$13.0M
- Grab Holdings LimitedGRAB3,582,012 shares · 0.3% of their software · price −$824K$11.2M+$11.7M
- Tyler TechnologiesTYL25,822 shares · 0.3% of their software$11.0MFlat
- VeriSign, Inc.VRSN54,950 shares · 0.3% of their software · price −$904K$10.4MFlat
- TrimbleTRMB159,166 shares · 0.3% of their software · price +$1.8M$10.2MFlat
- FactSetFDS22,083 shares · 0.3% of their software · price −$500K$10.0MFlat
- Gen DigitalGEN446,182 shares · 0.3% of their software$10.0MFlat
- MongoDBMDB24,047 shares · 0.2% of their software · price −$1.2M$8.6M+$5.9M
- F5, Inc.FFIV43,803 shares · 0.2% of their software$8.3MFlat
- DescartesDSGX89,569 shares · 0.2% of their software · price +$669K$8.2M−$661K
- CrowdStrikeCRWD24,064 shares · 0.2% of their software · price +$1.6M$7.7M−$2.1M
- WorkdayWDAY23,392 shares · 0.2% of their software$6.4M−$1.4M
- ElasticESTC57,663 shares · 0.1% of their software · price −$718K$5.8MNew · +$6.5M
- AkamaiAKAM52,441 shares · 0.1% of their software · price −$503K$5.7M−$4.8M
- PaycomPAYC27,792 shares · 0.1% of their software$5.5MFlat
- OpenTextOTEX141,050 shares · 0.1% of their software$5.5M−$41.5M
- Block, Inc.XYZ57,852 shares · 0.1% of their software$4.9M−$1.9M
- PalantirPLTR202,582 shares · 0.1% of their software · price +$1.2M$4.7M−$1.2M
- SnowflakeSNOW28,030 shares · 0.1% of their software · price −$1.0M$4.5M−$1.9M
- The Trade DeskTTD45,364 shares · 0.1% of their software · price +$701K$4.0M−$1.1M
- DatadogDDOG29,118 shares · 0.1% of their software$3.6M−$1.1M
- VeevaVEEV15,512 shares · 0.1% of their software · price +$608K$3.6M−$1.0M
- AtlassianTEAM16,037 shares · 0.1% of their software · price −$686K$3.1M−$1.6M
- HubSpotHUBS4,622 shares · 0.1% of their software$2.9M−$944K
- CloudflareNET28,592 shares · 0.1% of their software$2.8M−$652K
- Sangoma Technologies CorporationSANG494,110 shares · 0.1% of their software · price +$810K$2.4MFlat
- ZscalerZS10,537 shares · 0.1% of their software$2.0M−$668K
- OktaOKTA16,160 shares · 0.0% of their software$1.7MFlat
- GoDaddyGDDY13,875 shares · 0.0% of their software$1.6M−$570K
- DynatraceDT35,205 shares · 0.0% of their software$1.6MFlat
- ZoomZM24,804 shares · 0.0% of their software$1.6M−$547K
- Manhattan AssociatesMANH5,871 shares · 0.0% of their software$1.5MFlat
- SS&CSSNC21,228 shares · 0.0% of their software$1.4M−$682K
- BlackBerry LimitedBB478,108 shares · 0.0% of their software$1.3M−$1.8M
- DocuSignDOCU20,527 shares · 0.0% of their software$1.2MFlat
- AppLovinAPP17,235 shares · 0.0% of their software · price +$506K$1.2MNew · +$687K
- Bentley SystemsBSY20,627 shares · 0.0% of their software$1.1MFlat
- TwilioTWLO17,419 shares · 0.0% of their software$1.1MFlat
- UiPathPATH36,950 shares · 0.0% of their software$838KFlat
- ToastTOST32,466 shares · 0.0% of their software$809KFlat
- Strategy IncMSTR450 shares · 0.0% of their software$767KFlat
- PaylocityPCTY4,287 shares · 0.0% of their software$737KFlat
- UnityU23,531 shares · 0.0% of their software$628KFlat
- BILLBILL9,134 shares · 0.0% of their software$628KFlat
- SamsaraIOT16,418 shares · 0.0% of their software$620KNew · +$548K
- DropboxDBX24,768 shares · 0.0% of their software$602KFlat
- Joint Stock Company Kaspi.kzKSPI1,953 shares · 0.0% of their software$251KNew · Flat
- WixWIX654 shares · 0.0% of their software$90KFlat
- LightspeedLSPD3,388 shares · 0.0% of their software$48KFlat
- GuidewireGWRE300 shares · 0.0% of their software$35KFlat
- Lyft, Inc.LYFT865 shares · 0.0% of their software$17KFlat
- Tucows Inc.TCX99 shares · 0.0% of their software$2KFlat
- DoceboDCBO14 shares · 0.0% of their software$686Flat
- AppianAPPN17 shares · 0.0% of their software$679Flat
- DigitalOceanDOCN12 shares · 0.0% of their software$458New · Flat
- Calix, Inc.CALX12 shares · 0.0% of their software$398Flat
- Riskified Ltd.RSKD47 shares · 0.0% of their software$254Flat
- Xunlei LimitedXNET145 shares · 0.0% of their software$216Flat
- MagniteMGNI7 shares · 0.0% of their software$75Flat
- Cellebrite DI Ltd.CLBT6 shares · 0.0% of their software$66Flat