Generalist · Toronto, Ontario, Canada
Toronto-Dominion Bank
Q3 2024 · compared with Q2 2024
Filed as Toronto Dominion Bank
- Software
- $3.2B
- Weight of 13F
- 6.8%
- Names
- 67
- Net bought
- −$420M
Filed 14 November 2024 · SEC filing.
Call exposure on these names is $6.6M across 11 lines. Calls are not in the stock total.
900 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
- MicrosoftMSFT4,009,497 shares · 53.7% of their software · price −$66.8M$1.7B−$408M
- SalesforceCRM686,100 shares · 5.8% of their software · price +$11.4M$188M−$12.9M
- ShopifySHOP2,058,854 shares · 5.1% of their software · price +$29.0M$165M−$40.8M
- ServiceNowNOW118,913 shares · 3.3% of their software · price +$12.8M$106M−$5.2M
- IntuitINTU168,722 shares · 3.3% of their software · price −$6.1M$105M+$3.8M
- OracleORCL589,602 shares · 3.1% of their software · price +$17.2M$100M−$8.1M
- AdobeADBE168,012 shares · 2.7% of their software · price −$6.3M$87.0M−$1.2M
- Automatic Data Processing, Inc.ADP214,797 shares · 1.8% of their software · price +$8.2M$59.4M+$969K
- Uber Technologies, Inc.UBER685,964 shares · 1.6% of their software · price +$1.7M$51.6M−$6.5M
- SynopsysSNPS83,993 shares · 1.3% of their software · price −$7.4M$42.5MFlat
- Palo Alto NetworksPANW122,147 shares · 1.3% of their software$41.7M+$3.5M
- CadenceCDNS150,510 shares · 1.3% of their software · price −$5.5M$40.8MFlat
- PalantirPLTR1,073,864 shares · 1.2% of their software · price +$12.7M$39.9M+$22.5M
- Fiserv, Inc.FISV195,622 shares · 1.1% of their software · price +$6.0M$35.1M−$4.5M
- Roper Technologies, Inc.ROP60,824 shares · 1.1% of their software$33.8MFlat
- AutodeskADSK117,626 shares · 1.0% of their software · price +$3.3M$32.4MFlat
- FortinetFTNT357,634 shares · 0.9% of their software · price +$6.2M$27.7MFlat
- CrowdStrikeCRWD88,836 shares · 0.8% of their software · price −$9.1M$24.9M+$3.5M
- Grab Holdings LimitedGRAB6,172,860 shares · 0.7% of their software · price +$1.5M$23.5M+$3.7M
- VeriskVRSK83,150 shares · 0.7% of their software$22.3M+$607K
- OpenTextOTEX570,405 shares · 0.6% of their software · price +$1.8M$19.0M+$10.9M
- Fair IsaacFICO9,113 shares · 0.6% of their software · price +$4.1M$17.7M+$1.1M
- Paychex, Inc.PAYX116,195 shares · 0.5% of their software · price +$1.8M$15.6M−$6.3M
- BroadridgeBR60,381 shares · 0.4% of their software · price +$1.1M$13.0M+$2.3M
- GoDaddyGDDY74,880 shares · 0.4% of their software · price +$1.3M$11.7MFlat
- NetApp, Inc.NTAP92,240 shares · 0.4% of their software$11.4M−$4.4M
- DescartesDSGX108,889 shares · 0.3% of their software · price +$666K$11.2M+$900K
- CoStarCSGP143,575 shares · 0.3% of their software$10.8M−$4.6M
- PTCPTC59,294 shares · 0.3% of their software$10.7M+$3.4M
- Tyler TechnologiesTYL15,737 shares · 0.3% of their software · price +$1.3M$9.2M−$2.7M
- VeriSign, Inc.VRSN45,308 shares · 0.3% of their software · price +$551K$8.6M+$2.8M
- Gen DigitalGEN301,318 shares · 0.3% of their software · price +$738K$8.3M−$2.4M
- AkamaiAKAM81,491 shares · 0.3% of their software · price +$886K$8.2MFlat
- TrimbleTRMB131,256 shares · 0.3% of their software · price +$810K$8.1MFlat
- WorkdayWDAY30,390 shares · 0.2% of their software · price +$634K$7.4M+$1.7M
- Corpay, Inc.CPAY22,954 shares · 0.2% of their software · price +$1.1M$7.2M−$3.1M
- F5, Inc.FFIV31,540 shares · 0.2% of their software · price +$1.5M$6.9M+$2.0M
- The Trade DeskTTD57,391 shares · 0.2% of their software · price +$688K$6.3M+$1.2M
- FactSetFDS13,180 shares · 0.2% of their software · price +$680K$6.1M−$2.4M
- Block, Inc.XYZ76,196 shares · 0.2% of their software$5.1M+$745K
- DatadogDDOG43,740 shares · 0.2% of their software · price −$640K$5.0M+$1.8M
- SnowflakeSNOW37,226 shares · 0.1% of their software · price −$753K$4.3M+$978K
- VeevaVEEV20,180 shares · 0.1% of their software · price +$542K$4.2M+$1.0M
- PaycomPAYC24,825 shares · 0.1% of their software · price +$584K$4.1MFlat
- AtlassianTEAM23,034 shares · 0.1% of their software$3.7M+$1.0M
- Strategy IncMSTR19,809 shares · 0.1% of their software · price −$23.9M$3.3M+$24.5M
- HubSpotHUBS6,228 shares · 0.1% of their software$3.3M−$4.7M
- AppLovinAPP25,174 shares · 0.1% of their software · price +$1.2M$3.3M+$586K
- CloudflareNET37,158 shares · 0.1% of their software$3.0M+$712K
- MongoDBMDB9,462 shares · 0.1% of their software$2.6MFlat
- SS&CSSNC32,136 shares · 0.1% of their software$2.4MFlat
- DynatraceDT44,569 shares · 0.1% of their software$2.4MFlat
- ZscalerZS13,692 shares · 0.1% of their software$2.3M+$689K
- ZoomZM31,965 shares · 0.1% of their software$2.2MFlat
- Manhattan AssociatesMANH7,842 shares · 0.1% of their software$2.2MFlat
- BlackBerry LimitedBB712,514 shares · 0.1% of their software$1.9MFlat
- DocuSignDOCU26,159 shares · 0.1% of their software$1.6MFlat
- OktaOKTA20,901 shares · 0.0% of their software$1.6M+$519K
- TwilioTWLO20,787 shares · 0.0% of their software$1.4MFlat
- ToastTOST46,319 shares · 0.0% of their software$1.3MFlat
- SamsaraIOT26,536 shares · 0.0% of their software$1.3MFlat
- Bentley SystemsBSY20,188 shares · 0.0% of their software$1.0MFlat
- LightspeedLSPD17,408 shares · 0.0% of their software$287KFlat
- Joint Stock Company Kaspi.kzKSPI1,971 shares · 0.0% of their software$209KFlat
- SAPSAP706 shares · 0.0% of their software$162KNew · Flat
- GuidewireGWRE300 shares · 0.0% of their software$55KFlat
- MagniteMGNI7 shares · 0.0% of their software$97Flat
