Generalist · Toronto, Ontario, Canada
Toronto-Dominion Bank
Q4 2024 · compared with Q3 2024
Filed as Toronto Dominion Bank
- Software
- $4.0B
- Weight of 13F
- 6.4%
- Names
- 81
- Net bought
- +$560M
Filed 14 February 2025 · SEC filing.
1,112 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
- MicrosoftMSFT4,319,487 shares · 45.2% of their software · price −$38.0M$1.8B+$133M
- PalantirPLTR3,932,955 shares · 7.4% of their software · price +$151M$297M+$106M
- ShopifySHOP2,737,238 shares · 7.2% of their software · price +$71.7M$291M+$54.4M
- SalesforceCRM616,094 shares · 5.1% of their software · price +$37.3M$206M−$19.2M
- OracleORCL679,325 shares · 2.8% of their software · price −$2.6M$113M+$15.3M
- IntuitINTU173,425 shares · 2.7% of their software · price +$1.3M$109M+$2.9M
- ServiceNowNOW101,833 shares · 2.7% of their software · price +$16.9M$108M−$15.3M
- DatadogDDOG721,974 shares · 2.6% of their software · price +$20.1M$103M+$78.0M
- Uber Technologies, Inc.UBER1,618,555 shares · 2.4% of their software · price −$24.0M$97.6M+$70.1M
- AdobeADBE160,742 shares · 1.8% of their software · price −$11.8M$71.5M−$3.8M
- Automatic Data Processing, Inc.ADP236,707 shares · 1.7% of their software · price +$3.8M$69.3M+$6.1M
- CrowdStrikeCRWD183,033 shares · 1.6% of their software · price +$11.3M$62.6M+$26.4M
- CadenceCDNS156,061 shares · 1.2% of their software · price +$4.6M$46.9M+$1.5M
- Palo Alto NetworksPANW227,913 shares · 1.0% of their software · price −$36.4M$41.5M+$36.2M
- SynopsysSNPS78,533 shares · 0.9% of their software · price −$1.7M$38.1M−$2.8M
- AutodeskADSK123,666 shares · 0.9% of their software · price +$2.5M$36.6M+$1.7M
- FortinetFTNT381,766 shares · 0.9% of their software · price +$6.5M$36.1M+$1.9M
- Roper Technologies, Inc.ROP63,565 shares · 0.8% of their software · price −$2.3M$33.0M+$1.5M
- Fiserv, Inc.FISV147,442 shares · 0.8% of their software · price +$3.8M$30.3M−$8.7M
- WorkdayWDAY113,761 shares · 0.7% of their software · price +$1.5M$29.4M+$20.4M
- Grab Holdings LimitedGRAB5,885,503 shares · 0.7% of their software · price +$5.4M$27.8M−$1.1M
- Fair IsaacFICO13,078 shares · 0.6% of their software · price +$620K$26.0M+$7.7M
- VeriskVRSK89,626 shares · 0.6% of their software · price +$670K$24.7M+$1.7M
- CoStarCSGP235,397 shares · 0.4% of their software · price −$906K$16.9M+$6.9M
- Paychex, Inc.PAYX118,140 shares · 0.4% of their software · price +$712K$16.6MFlat
- OpenTextOTEX516,330 shares · 0.4% of their software · price −$2.6M$14.6M−$1.8M
- NetApp, Inc.NTAP125,740 shares · 0.4% of their software · price −$934K$14.6M+$4.1M
- BroadridgeBR62,571 shares · 0.4% of their software · price +$692K$14.1MFlat
- Tyler TechnologiesTYL22,885 shares · 0.3% of their software$13.2M+$4.2M
- DescartesDSGX110,600 shares · 0.3% of their software · price +$1.2M$12.6MFlat
- Corpay, Inc.CPAY36,808 shares · 0.3% of their software · price +$944K$12.5M+$4.3M
- PTCPTC64,257 shares · 0.3% of their software$11.8M+$897K
- Gen DigitalGEN389,011 shares · 0.3% of their software$10.6M+$2.4M
- FactSetFDS20,732 shares · 0.2% of their software$10.0M+$3.5M
- AppLovinAPP30,705 shares · 0.2% of their software · price +$5.9M$9.9M+$722K
- TwilioTWLO91,834 shares · 0.2% of their software · price +$3.9M$9.9M+$4.6M
- DropboxDBX312,452 shares · 0.2% of their software · price +$1.4M$9.4MNew · +$7.9M
- GoDaddyGDDY47,441 shares · 0.2% of their software · price +$1.9M$9.4M−$4.3M
- VeriSign, Inc.VRSN44,937 shares · 0.2% of their software · price +$764K$9.3MFlat
- Strategy IncMSTR30,706 shares · 0.2% of their software · price +$3.7M$8.9M+$1.8M
- AkamaiAKAM80,553 shares · 0.2% of their software$7.7MFlat
- The Trade DeskTTD63,701 shares · 0.2% of their software · price +$502K$7.5M+$692K
- Block, Inc.XYZ87,971 shares · 0.2% of their software · price +$1.6M$7.5M+$790K
- AtlassianTEAM26,405 shares · 0.2% of their software · price +$2.2M$6.4M+$535K
- F5, Inc.FFIV25,051 shares · 0.2% of their software · price +$783K$6.3M−$1.4M
- SnowflakeSNOW40,655 shares · 0.2% of their software · price +$1.6M$6.3MFlat
- TrimbleTRMB82,397 shares · 0.1% of their software · price +$706K$5.8M−$3.0M
- HubSpotHUBS6,382 shares · 0.1% of their software · price +$1.1M$4.4MFlat
- CloudflareNET39,763 shares · 0.1% of their software · price +$1.1M$4.3MFlat
- VeevaVEEV20,101 shares · 0.1% of their software$4.2MFlat
- UnityU180,421 shares · 0.1% of their software$4.1MNew · +$4.1M
- PaycomPAYC16,840 shares · 0.1% of their software · price +$647K$3.5M−$1.3M
- ZoomZM33,541 shares · 0.1% of their software$2.7MFlat
- DynatraceDT49,012 shares · 0.1% of their software$2.7MFlat
- ZscalerZS13,683 shares · 0.1% of their software$2.5MFlat
- MongoDBMDB10,484 shares · 0.1% of their software$2.4MFlat
- DocuSignDOCU26,508 shares · 0.1% of their software · price +$738K$2.4MFlat
- SS&CSSNC29,736 shares · 0.1% of their software$2.3MFlat
- Manhattan AssociatesMANH8,253 shares · 0.1% of their software$2.2MFlat
- NutanixNTNX33,953 shares · 0.1% of their software$2.1MNew · +$2.0M
- ToastTOST51,300 shares · 0.0% of their software$1.9MFlat
- OktaOKTA21,246 shares · 0.0% of their software$1.7MFlat
- Rubrik, Inc.RBRK25,007 shares · 0.0% of their software · price +$830K$1.6MNew · +$804K
- Core Scientific, Inc.CORZ105,500 shares · 0.0% of their software$1.5MNew · +$1.3M
- Euronet Worldwide, Inc.EEFT14,209 shares · 0.0% of their software$1.5MNew · +$1.4M
- Zeta GlobalZETA75,100 shares · 0.0% of their software · price −$889K$1.4MNew · +$2.2M
- SamsaraIOT29,435 shares · 0.0% of their software$1.3MFlat
- Bentley SystemsBSY21,519 shares · 0.0% of their software$1.0MFlat
- FastlyFSLY100,000 shares · 0.0% of their software$944KNew · +$757K
- Gorilla Technology Group Inc.GRRR50,000 shares · 0.0% of their software · price +$689K$903KNew · Flat
- SAPSAP1,758 shares · 0.0% of their software$432KFlat
- LightspeedLSPD20,477 shares · 0.0% of their software$312KFlat
- Lyft, Inc.LYFT21,660 shares · 0.0% of their software$279KNew · Flat
- Joint Stock Company Kaspi.kzKSPI1,971 shares · 0.0% of their software$187KFlat
- Cerence Inc.CRNC20,000 shares · 0.0% of their software$157KNew · Flat
- BlackBerry LimitedBB41,143 shares · 0.0% of their software$156K−$1.8M
- GuidewireGWRE270 shares · 0.0% of their software$45KFlat
- Xunlei LimitedXNET145 shares · 0.0% of their software$288New · Flat
- DigitalOceanDOCN7 shares · 0.0% of their software$241New · Flat
- Alarm.com Holdings, Inc.ALRM2 shares · 0.0% of their software$122New · Flat
- Five9FIVN1 shares · 0.0% of their software$41New · Flat