Generalist · Toronto, Ontario, Canada
Toronto-Dominion Bank
Q2 2025 · compared with Q1 2025
Filed as Toronto Dominion Bank
- Software
- $4.5B
- Weight of 13F
- 9.8%
- Names
- 75
- Net bought
- −$191M
Filed 14 August 2025 · SEC filing.
Call exposure on these names is $283M across 14 lines. Calls are not in the stock total.
1,350 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
- MicrosoftMSFT3,474,155 shares · 38.2% of their software · price +$424M$1.7B−$293M
- PalantirPLTR3,574,653 shares · 10.8% of their software · price +$186M$487M+$14.8M
- Uber Technologies, Inc.UBER2,890,845 shares · 6.0% of their software · price +$59.1M$270M−$18.8M
- OracleORCL1,214,780 shares · 5.9% of their software · price +$95.7M$266M+$83.2M
- ShopifySHOP1,947,781 shares · 5.0% of their software · price +$38.7M$225M+$10.1M
- IntuitINTU209,378 shares · 3.6% of their software · price +$36.4M$165M+$26.4M
- AdobeADBE419,593 shares · 3.6% of their software · price +$1.4M$162M+$23.6M
- SalesforceCRM448,713 shares · 2.7% of their software · price +$1.9M$122M−$16.7M
- ServiceNowNOW107,506 shares · 2.4% of their software · price +$24.9M$111M+$7.5M
- Automatic Data Processing, Inc.ADP272,707 shares · 1.9% of their software · price +$783K$84.1M−$136M
- Palo Alto NetworksPANW312,637 shares · 1.4% of their software · price +$10.6M$64.0M+$8.8M
- AppLovinAPP172,427 shares · 1.3% of their software · price +$14.7M$60.4M+$35.1M
- CrowdStrikeCRWD117,558 shares · 1.3% of their software · price +$18.4M$59.9M+$7.0M
- Fiserv, Inc.FISV344,586 shares · 1.3% of their software · price −$16.7M$59.4M+$40.9M
- CadenceCDNS129,962 shares · 0.9% of their software · price +$7.0M$40.0M−$2.9M
- SynopsysSNPS73,675 shares · 0.8% of their software · price +$6.2M$37.8M+$5.1M
- FortinetFTNT355,440 shares · 0.8% of their software · price +$3.4M$37.6M+$7.0M
- Grab Holdings LimitedGRAB7,445,984 shares · 0.8% of their software · price +$3.7M$37.5MFlat
- AutodeskADSK100,882 shares · 0.7% of their software · price +$4.8M$31.2M−$4.5M
- Roper Technologies, Inc.ROP52,660 shares · 0.7% of their software · price −$1.2M$29.9M−$4.7M
- Strategy IncMSTR64,064 shares · 0.6% of their software · price +$7.4M$25.9M+$5.3M
- WorkdayWDAY101,795 shares · 0.5% of their software · price +$659K$24.4M+$4.0M
- VeriskVRSK72,460 shares · 0.5% of their software · price +$1.0M$22.6M−$3.5M
- Paychex, Inc.PAYX151,332 shares · 0.5% of their software · price −$1.3M$22.0M+$3.7M
- DatadogDDOG154,532 shares · 0.5% of their software · price +$5.4M$20.8M+$1.6M
- Fair IsaacFICO10,316 shares · 0.4% of their software$18.9M+$2.5M
- MorningstarMORN50,640 shares · 0.4% of their software · price +$712K$15.9MNew · +$15.2M
- GoDaddyGDDY88,199 shares · 0.4% of their software$15.9M+$3.2M
- CoStarCSGP195,012 shares · 0.3% of their software$15.7M+$2.5M
- OpenTextOTEX529,662 shares · 0.3% of their software · price +$2.1M$15.5MFlat
- SnowflakeSNOW65,912 shares · 0.3% of their software · price +$5.1M$14.7M+$3.1M
- Core Scientific, Inc.CORZ824,432 shares · 0.3% of their software · price +$8.1M$14.1MFlat
- F5, Inc.FFIV46,360 shares · 0.3% of their software · price +$1.3M$13.6M+$6.7M
- DescartesDSGX125,701 shares · 0.3% of their software$12.8M+$675K
- Corpay, Inc.CPAY35,468 shares · 0.3% of their software · price −$599K$11.8M+$3.1M
- BroadridgeBR47,637 shares · 0.3% of their software$11.6M−$2.2M
- NetApp, Inc.NTAP107,428 shares · 0.3% of their software · price +$2.0M$11.4M−$1.3M
- CloudflareNET56,095 shares · 0.2% of their software · price +$4.7M$11.0M+$1.1M
- Tyler TechnologiesTYL18,223 shares · 0.2% of their software$10.8M−$1.9M
- VeriSign, Inc.VRSN37,121 shares · 0.2% of their software · price +$1.3M$10.7M+$679K
- Gen DigitalGEN313,245 shares · 0.2% of their software · price +$896K$9.2MFlat
- FactSetFDS19,859 shares · 0.2% of their software$8.9M+$2.2M
- PTCPTC50,764 shares · 0.2% of their software · price +$883K$8.7M+$1.0M
- AtlassianTEAM41,505 shares · 0.2% of their software$8.4M+$2.3M
- ZscalerZS25,826 shares · 0.2% of their software · price +$3.0M$8.1M+$1.3M
- VeevaVEEV28,075 shares · 0.2% of their software · price +$1.6M$8.1M+$1.1M
- TrimbleTRMB102,147 shares · 0.2% of their software · price +$1.1M$7.8M+$790K
- The Trade DeskTTD103,877 shares · 0.2% of their software · price +$1.8M$7.5M−$26.1M
- Block, Inc.XYZ103,623 shares · 0.2% of their software · price +$1.4M$7.0M+$1.0M
- AkamaiAKAM77,103 shares · 0.1% of their software$6.1M+$1.8M
- HubSpotHUBS9,010 shares · 0.1% of their software$5.0M+$932K
- PaycomPAYC20,400 shares · 0.1% of their software$4.7M+$686K
- MongoDBMDB18,577 shares · 0.1% of their software · price +$643K$3.9M+$793K
- ToastTOST81,060 shares · 0.1% of their software · price +$901K$3.6M+$689K
- ZoomZM45,630 shares · 0.1% of their software$3.6M+$533K
- NutanixNTNX46,425 shares · 0.1% of their software$3.5M+$541K
- DynatraceDT62,273 shares · 0.1% of their software · price +$502K$3.4MFlat
- OktaOKTA33,643 shares · 0.1% of their software$3.4M+$944K
- SS&CSSNC40,268 shares · 0.1% of their software$3.3M−$13.9M
- TwilioTWLO26,397 shares · 0.1% of their software · price +$698K$3.3MFlat
- DocuSignDOCU36,768 shares · 0.1% of their software$2.9M+$522K
- SamsaraIOT51,930 shares · 0.0% of their software$2.1MFlat
- Bentley SystemsBSY29,128 shares · 0.0% of their software$1.6MFlat
- SAPSAP2,217 shares · 0.0% of their software$675KFlat
- Lyft, Inc.LYFT11,598 shares · 0.0% of their software$183K−$957K
- BlackBerry LimitedBB38,337 shares · 0.0% of their software$176KFlat
- Joint Stock Company Kaspi.kzKSPI1,972 shares · 0.0% of their software$168KFlat
- UnityU4,945 shares · 0.0% of their software$120KNew · Flat
- Five9FIVN4,000 shares · 0.0% of their software$106KFlat
- GuidewireGWRE250 shares · 0.0% of their software$59KFlat
- Xunlei LimitedXNET145 shares · 0.0% of their software$587Flat
- FastlyFSLY38 shares · 0.0% of their software$268New · Flat
- Alarm.com Holdings, Inc.ALRM1 shares · 0.0% of their software$51New · Flat
- DropboxDBX1 shares · 0.0% of their software$32Flat
- Airship AI Holdings, Inc.AISP1 shares · 0.0% of their software$6New · Flat