Generalist · Toronto, Ontario, Canada
Toronto-Dominion Bank
Q2 2024 · compared with Q1 2024
Filed as Toronto Dominion Bank
- Software
- $3.6B
- Weight of 13F
- 6.8%
- Names
- 81
- Net bought
- −$329M
Filed 14 August 2024 · SEC filing.
Call exposure on these names is $467K across 11 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
- MicrosoftMSFT4,922,877 shares · 60.6% of their software · price +$129M$2.2B−$231M
- SalesforceCRM736,459 shares · 5.2% of their software · price −$32.5M$189M+$30.8M
- ShopifySHOP2,677,202 shares · 4.9% of their software · price −$29.8M$177M−$17.7M
- IntuitINTU162,882 shares · 3.0% of their software · price +$1.2M$107M−$20.5M
- ServiceNowNOW125,460 shares · 2.7% of their software · price +$3.0M$98.7M−$14.7M
- AdobeADBE170,173 shares · 2.6% of their software · price +$8.7M$94.5M−$2.3M
- OracleORCL647,316 shares · 2.5% of their software · price +$10.1M$91.4M−$19.3M
- Uber Technologies, Inc.UBER775,680 shares · 1.6% of their software · price −$3.3M$56.4M+$2.5M
- Automatic Data Processing, Inc.ADP210,736 shares · 1.4% of their software · price −$2.3M$50.3M−$9.2M
- SynopsysSNPS83,769 shares · 1.4% of their software · price +$2.0M$49.8M−$6.9M
- CadenceCDNS149,381 shares · 1.3% of their software · price −$527K$46.0M−$6.7M
- Palo Alto NetworksPANW111,685 shares · 1.0% of their software · price +$6.1M$37.9MFlat
- Roper Technologies, Inc.ROP60,951 shares · 0.9% of their software$34.4M−$4.2M
- Fiserv, Inc.FISV225,677 shares · 0.9% of their software · price −$2.4M$33.6M−$19.3M
- CrowdStrikeCRWD79,722 shares · 0.8% of their software · price +$5.0M$30.5M+$17.8M
- AutodeskADSK117,004 shares · 0.8% of their software · price −$1.5M$29.0M−$3.2M
- VeriskVRSK80,897 shares · 0.6% of their software · price +$2.7M$21.8M−$3.3M
- FortinetFTNT349,865 shares · 0.6% of their software · price −$2.8M$21.1M−$4.0M
- Paychex, Inc.PAYX169,386 shares · 0.6% of their software · price −$718K$20.1M−$3.4M
- Grab Holdings LimitedGRAB5,137,591 shares · 0.5% of their software · price +$2.1M$18.2M+$4.9M
- NetApp, Inc.NTAP126,730 shares · 0.4% of their software · price +$3.0M$16.3M−$12.9M
- CoStarCSGP204,990 shares · 0.4% of their software · price −$4.6M$15.2M+$7.7M
- Fair IsaacFICO8,360 shares · 0.3% of their software · price +$2.0M$12.4M−$8.6M
- Tyler TechnologiesTYL21,102 shares · 0.3% of their software · price +$1.6M$10.6M−$2.0M
- GoDaddyGDDY75,183 shares · 0.3% of their software · price +$1.6M$10.5M+$7.3M
- Gen DigitalGEN397,848 shares · 0.3% of their software · price +$1.0M$9.9M−$1.1M
- DescartesDSGX99,599 shares · 0.3% of their software · price +$529K$9.6M+$918K
- BroadridgeBR48,697 shares · 0.3% of their software$9.6M−$4.6M
- Corpay, Inc.CPAY34,441 shares · 0.3% of their software · price −$1.5M$9.2MNew · +$10.6M
- HubSpotHUBS14,178 shares · 0.2% of their software · price −$521K$8.4M+$6.0M
- FactSetFDS19,023 shares · 0.2% of their software · price −$877K$7.8M−$1.4M
- AkamaiAKAM82,647 shares · 0.2% of their software · price −$1.5M$7.4M+$3.3M
- TrimbleTRMB132,727 shares · 0.2% of their software · price −$1.1M$7.4M−$1.7M
- PTCPTC40,581 shares · 0.2% of their software$7.4M−$6.2M
- OpenTextOTEX208,783 shares · 0.2% of their software · price −$1.8M$6.3M+$2.6M
- VeriSign, Inc.VRSN29,682 shares · 0.1% of their software$5.3M−$4.8M
- WorkdayWDAY22,828 shares · 0.1% of their software · price −$1.1M$5.1MFlat
- PalantirPLTR186,422 shares · 0.1% of their software$4.7MFlat
- The Trade DeskTTD45,112 shares · 0.1% of their software$4.4MFlat
- Block, Inc.XYZ64,637 shares · 0.1% of their software · price −$1.3M$4.2M+$574K
- SnowflakeSNOW29,987 shares · 0.1% of their software · price −$795K$4.1MFlat
- DatadogDDOG29,499 shares · 0.1% of their software$3.8MFlat
- PaycomPAYC24,256 shares · 0.1% of their software · price −$1.4M$3.5M−$704K
- F5, Inc.FFIV19,820 shares · 0.1% of their software$3.4M−$4.5M
- AtlassianTEAM17,238 shares · 0.1% of their software$3.0MFlat
- Strategy IncMSTR2,018 shares · 0.1% of their software · price −$660K$2.8M+$2.7M
- VeevaVEEV14,507 shares · 0.1% of their software · price −$706K$2.7MFlat
- Sangoma Technologies CorporationSANG500,353 shares · 0.1% of their software$2.5MFlat
- CloudflareNET28,562 shares · 0.1% of their software$2.4MFlat
- ZscalerZS10,109 shares · 0.1% of their software$1.9MFlat
- MongoDBMDB7,763 shares · 0.1% of their software · price −$844K$1.9M−$5.8M
- BlackBerry LimitedBB669,342 shares · 0.0% of their software$1.7M+$528K
- SS&CSSNC25,415 shares · 0.0% of their software$1.6MFlat
- DynatraceDT34,007 shares · 0.0% of their software$1.5MFlat
- AppLovinAPP18,135 shares · 0.0% of their software$1.5MFlat
- Manhattan AssociatesMANH5,992 shares · 0.0% of their software$1.5MFlat
- OktaOKTA15,353 shares · 0.0% of their software$1.4MFlat
- ZoomZM24,197 shares · 0.0% of their software$1.4MFlat
- DocuSignDOCU20,078 shares · 0.0% of their software$1.1MFlat
- TwilioTWLO16,910 shares · 0.0% of their software$961KFlat
- ToastTOST34,201 shares · 0.0% of their software$881KFlat
- Bentley SystemsBSY15,418 shares · 0.0% of their software$761KFlat
- SamsaraIOT19,844 shares · 0.0% of their software$669KFlat
- PaylocityPCTY4,413 shares · 0.0% of their software$582KFlat
- UiPathPATH42,654 shares · 0.0% of their software$541KFlat
- UnityU25,962 shares · 0.0% of their software$422KFlat
- Check PointCHKP1,980 shares · 0.0% of their software$327KNew · Flat
- Joint Stock Company Kaspi.kzKSPI1,971 shares · 0.0% of their software$254KFlat
- WixWIX778 shares · 0.0% of their software$124KFlat
- monday.comMNDY500 shares · 0.0% of their software$120KNew · Flat
- LightspeedLSPD6,870 shares · 0.0% of their software$94KFlat
- BoxBOX2,000 shares · 0.0% of their software$53KNew · Flat
- GuidewireGWRE300 shares · 0.0% of their software$41KFlat
- Global-EGLBE1,103 shares · 0.0% of their software$40KNew · Flat
- DoceboDCBO195 shares · 0.0% of their software$8KFlat
- AppianAPPN17 shares · 0.0% of their software$525Flat
- Riskified Ltd.RSKD47 shares · 0.0% of their software$300Flat
- Xunlei LimitedXNET145 shares · 0.0% of their software$244Flat
- DuolingoDUOL1 shares · 0.0% of their software$209New · Flat
- PegasystemsPEGA3 shares · 0.0% of their software$182New · Flat
- MagniteMGNI7 shares · 0.0% of their software$93Flat
