Generalist · Toronto, Ontario, Canada
Toronto-Dominion Bank
Q1 2025 · compared with Q4 2024
Filed as Toronto Dominion Bank
- Software
- $3.7B
- Weight of 13F
- 9.6%
- Names
- 75
- Net bought
- +$25.6M
Filed 15 May 2025 · SEC filing.
Call exposure on these names is $34.9M across 10 lines. Calls are not in the stock total.
1,086 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
- MicrosoftMSFT4,254,469 shares · 42.7% of their software · price −$196M$1.6B−$27.4M
- PalantirPLTR3,399,695 shares · 7.7% of their software · price +$29.8M$287M−$40.3M
- Uber Technologies, Inc.UBER3,148,989 shares · 6.1% of their software · price +$39.5M$229M+$92.3M
- Automatic Data Processing, Inc.ADP719,427 shares · 5.9% of their software · price +$9.2M$220M+$141M
- ShopifySHOP1,841,646 shares · 4.7% of their software · price −$20.0M$175M−$95.2M
- AdobeADBE358,031 shares · 3.7% of their software · price −$21.9M$137M+$87.7M
- SalesforceCRM510,781 shares · 3.7% of their software · price −$33.7M$137M−$35.2M
- IntuitINTU166,420 shares · 2.7% of their software · price −$2.4M$102M−$4.4M
- OracleORCL619,695 shares · 2.3% of their software · price −$16.6M$86.6M−$9.9M
- ServiceNowNOW98,049 shares · 2.1% of their software · price −$25.9M$78.1M−$4.0M
- Palo Alto NetworksPANW260,806 shares · 1.2% of their software · price −$3.0M$44.5M+$6.0M
- CadenceCDNS141,385 shares · 1.0% of their software · price −$6.5M$36.0M−$4.4M
- Roper Technologies, Inc.ROP60,706 shares · 1.0% of their software · price +$4.2M$35.8M−$1.5M
- Fiserv, Inc.FISV159,540 shares · 0.9% of their software · price +$2.5M$35.2M+$2.5M
- CrowdStrikeCRWD97,715 shares · 0.9% of their software · price +$1.0M$34.5M−$29.2M
- Grab Holdings LimitedGRAB7,369,889 shares · 0.9% of their software · price −$1.4M$33.4M+$7.0M
- The Trade DeskTTD579,957 shares · 0.8% of their software · price −$36.4M$31.7M+$60.7M
- AutodeskADSK117,907 shares · 0.8% of their software · price −$4.0M$30.9M−$1.7M
- FortinetFTNT282,764 shares · 0.7% of their software · price +$503K$27.2M−$9.4M
- SynopsysSNPS61,896 shares · 0.7% of their software · price −$3.5M$26.5M−$8.1M
- VeriskVRSK84,158 shares · 0.7% of their software · price +$1.9M$25.0M−$1.5M
- WorkdayWDAY84,531 shares · 0.5% of their software · price −$2.1M$19.7M−$7.5M
- Paychex, Inc.PAYX127,047 shares · 0.5% of their software · price +$1.8M$19.6M+$1.2M
- SS&CSSNC207,034 shares · 0.5% of their software · price +$1.6M$17.3M+$13.4M
- Fair IsaacFICO8,982 shares · 0.4% of their software · price −$1.3M$16.6M−$8.2M
- DatadogDDOG138,780 shares · 0.4% of their software · price −$6.1M$13.8M−$83.3M
- BroadridgeBR56,688 shares · 0.4% of their software · price +$928K$13.7M−$1.3M
- OpenTextOTEX524,240 shares · 0.4% of their software · price −$1.6M$13.2MFlat
- Strategy IncMSTR45,579 shares · 0.4% of their software$13.1M+$4.3M
- CoStarCSGP162,893 shares · 0.3% of their software · price +$1.2M$12.9M−$5.2M
- GoDaddyGDDY70,622 shares · 0.3% of their software · price −$1.2M$12.7M+$4.6M
- Tyler TechnologiesTYL21,445 shares · 0.3% of their software$12.5M−$830K
- DescartesDSGX119,004 shares · 0.3% of their software · price −$1.5M$12.0M+$955K
- NetApp, Inc.NTAP122,446 shares · 0.3% of their software · price −$3.5M$10.8MFlat
- AppLovinAPP40,071 shares · 0.3% of their software · price −$2.4M$10.6M+$3.0M
- Corpay, Inc.CPAY26,439 shares · 0.2% of their software$9.2M−$3.5M
- VeriSign, Inc.VRSN34,447 shares · 0.2% of their software · price +$1.6M$8.7M−$2.2M
- Gen DigitalGEN298,205 shares · 0.2% of their software$7.9M−$2.5M
- FactSetFDS15,094 shares · 0.2% of their software$6.9M−$2.7M
- PTCPTC44,233 shares · 0.2% of their software · price −$1.3M$6.9M−$3.7M
- AtlassianTEAM30,845 shares · 0.2% of their software · price −$961K$6.5M+$1.1M
- SnowflakeSNOW44,686 shares · 0.2% of their software$6.5M+$622K
- Core Scientific, Inc.CORZ827,907 shares · 0.2% of their software · price −$5.6M$6.0M+$10.1M
- TrimbleTRMB90,114 shares · 0.2% of their software$5.9M+$545K
- F5, Inc.FFIV21,332 shares · 0.2% of their software$5.7M−$935K
- VeevaVEEV23,182 shares · 0.1% of their software$5.4M+$648K
- CloudflareNET45,948 shares · 0.1% of their software$5.2M+$666K
- Block, Inc.XYZ85,076 shares · 0.1% of their software · price −$2.6M$4.6MFlat
- AkamaiAKAM55,227 shares · 0.1% of their software · price −$837K$4.4M−$2.4M
- HubSpotHUBS7,378 shares · 0.1% of their software · price −$926K$4.2M+$694K
- WEX Inc.WEX25,000 shares · 0.1% of their software$3.9MNew · +$4.4M
- ZscalerZS19,207 shares · 0.1% of their software$3.8M+$997K
- PaycomPAYC17,260 shares · 0.1% of their software$3.8MFlat
- ZoomZM38,409 shares · 0.1% of their software$2.8MFlat
- NutanixNTNX38,670 shares · 0.1% of their software$2.7MFlat
- OktaOKTA24,675 shares · 0.1% of their software · price +$652K$2.6MFlat
- DynatraceDT53,392 shares · 0.1% of their software$2.5MFlat
- DocuSignDOCU30,350 shares · 0.1% of their software$2.5MFlat
- MongoDBMDB14,056 shares · 0.1% of their software · price −$807K$2.5M+$832K
- TwilioTWLO21,855 shares · 0.1% of their software$2.1M−$7.6M
- ToastTOST60,286 shares · 0.1% of their software$2.0MFlat
- Manhattan AssociatesMANH9,190 shares · 0.0% of their software · price −$893K$1.6MFlat
- SamsaraIOT39,183 shares · 0.0% of their software$1.5MFlat
- Lyft, Inc.LYFT92,215 shares · 0.0% of their software$1.1M+$910K
- Bentley SystemsBSY24,028 shares · 0.0% of their software$945KFlat
- Gorilla Technology Group Inc.GRRR20,000 shares · 0.0% of their software$592K−$542K
- SAPSAP1,988 shares · 0.0% of their software$534KFlat
- NextNav Inc.NN25,000 shares · 0.0% of their software$304KNew · Flat
- Joint Stock Company Kaspi.kzKSPI1,971 shares · 0.0% of their software$183KFlat
- BlackBerry LimitedBB43,720 shares · 0.0% of their software$165KFlat
- Five9FIVN3,157 shares · 0.0% of their software$86KFlat
- GuidewireGWRE250 shares · 0.0% of their software$47KFlat
- Xunlei LimitedXNET145 shares · 0.0% of their software$651Flat
- DropboxDBX2 shares · 0.0% of their software$63−$9.4M
- AppianAPPN1 shares · 0.0% of their software$29New · Flat