Generalist · Toronto, Ontario, Canada
Toronto-Dominion Bank
Q3 2025 · compared with Q2 2025
Filed as Toronto Dominion Bank
- Software
- $5.3B
- Weight of 13F
- 10.4%
- Names
- 84
- Net bought
- +$437M
Filed 14 November 2025 · SEC filing.
Call exposure on these names is $620M across 20 lines. Calls are not in the stock total.
1,431 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
- MicrosoftMSFT3,745,179 shares · 36.5% of their software · price +$76.9M$1.9B+$135M
- PalantirPLTR3,644,078 shares · 12.5% of their software · price +$168M$665M+$9.5M
- ShopifySHOP2,349,656 shares · 6.6% of their software · price +$78.1M$349M+$46.4M
- OracleORCL1,159,460 shares · 6.1% of their software · price +$72.6M$326M−$12.1M
- Uber Technologies, Inc.UBER1,963,953 shares · 3.6% of their software · price +$9.2M$192M−$86.5M
- CoreWeave, Inc.CRWV1,365,776 shares · 3.5% of their software · price −$35.8M$187MNew · +$223M
- AppLovinAPP251,218 shares · 3.4% of their software · price +$92.6M$181M+$27.6M
- AdobeADBE434,595 shares · 2.9% of their software · price −$14.8M$153M+$5.8M
- IntuitINTU201,039 shares · 2.6% of their software · price −$21.1M$137M−$6.6M
- SalesforceCRM576,102 shares · 2.6% of their software · price −$20.6M$137M+$34.7M
- Automatic Data Processing, Inc.ADP292,338 shares · 1.6% of their software · price −$4.4M$85.8M+$6.1M
- Palo Alto NetworksPANW387,499 shares · 1.5% of their software$78.9M+$15.3M
- ServiceNowNOW80,312 shares · 1.4% of their software · price −$8.7M$73.9M−$28.0M
- CadenceCDNS154,006 shares · 1.0% of their software · price +$6.6M$54.1M+$7.4M
- CrowdStrikeCRWD104,775 shares · 1.0% of their software · price −$2.0M$51.4M−$6.5M
- Grab Holdings LimitedGRAB8,197,284 shares · 0.9% of their software · price +$8.1M$49.3M+$3.8M
- Fiserv, Inc.FISV375,707 shares · 0.9% of their software · price −$16.3M$48.4M+$5.4M
- SynopsysSNPS77,941 shares · 0.7% of their software · price −$1.5M$38.4M+$2.2M
- PTCPTC179,850 shares · 0.7% of their software · price +$5.5M$36.5M+$22.2M
- Roper Technologies, Inc.ROP72,931 shares · 0.7% of their software · price −$5.0M$36.4M+$11.5M
- DatadogDDOG213,348 shares · 0.6% of their software · price +$1.7M$30.4M+$7.9M
- AutodeskADSK89,454 shares · 0.5% of their software · price +$725K$28.4M−$3.5M
- WorkdayWDAY115,719 shares · 0.5% of their software$27.9M+$3.3M
- Paychex, Inc.PAYX215,932 shares · 0.5% of their software · price −$4.0M$27.4M+$9.4M
- VeriskVRSK99,505 shares · 0.5% of their software · price −$6.0M$25.0M+$8.4M
- FortinetFTNT289,376 shares · 0.5% of their software · price −$6.3M$24.3M−$7.0M
- OpenTextOTEX520,316 shares · 0.4% of their software · price +$4.3M$19.5MFlat
- CloudflareNET90,496 shares · 0.4% of their software · price +$1.7M$19.4M+$6.7M
- Block, Inc.XYZ261,566 shares · 0.4% of their software · price +$1.1M$18.9M+$10.7M
- Strategy IncMSTR61,152 shares · 0.3% of their software · price −$5.0M$18.5M−$1.2M
- BroadridgeBR71,671 shares · 0.3% of their software$17.1M+$5.8M
- CoStarCSGP173,172 shares · 0.3% of their software · price +$687K$14.6M−$1.8M
- Fair IsaacFICO9,320 shares · 0.3% of their software · price −$3.1M$13.9M−$1.8M
- SnowflakeSNOW52,102 shares · 0.2% of their software$11.8M−$3.1M
- DescartesDSGX124,273 shares · 0.2% of their software · price −$922K$11.7MFlat
- GoDaddyGDDY85,685 shares · 0.2% of their software · price −$3.7M$11.7MFlat
- NetApp, Inc.NTAP98,817 shares · 0.2% of their software · price +$1.2M$11.7M−$918K
- The Trade DeskTTD213,963 shares · 0.2% of their software · price −$4.9M$10.5M+$7.9M
- Corpay, Inc.CPAY32,833 shares · 0.2% of their software · price −$1.4M$9.5M−$874K
- VeriSign, Inc.VRSN32,436 shares · 0.2% of their software$9.1M−$1.4M
- DynatraceDT186,651 shares · 0.2% of their software · price −$1.3M$9.1M+$6.9M
- Tyler TechnologiesTYL16,628 shares · 0.2% of their software · price −$1.2M$8.7M−$946K
- Gen DigitalGEN296,509 shares · 0.2% of their software$8.5MFlat
- Core Scientific, Inc.CORZ420,600 shares · 0.1% of their software$7.5M−$6.9M
- VeevaVEEV25,271 shares · 0.1% of their software$7.5M−$807K
- TrimbleTRMB91,713 shares · 0.1% of their software · price +$520K$7.5M−$793K
- SS&CSSNC82,748 shares · 0.1% of their software$7.3M+$3.5M
- F5, Inc.FFIV22,094 shares · 0.1% of their software · price +$638K$7.1M−$7.1M
- ZoomZM85,488 shares · 0.1% of their software$7.1M+$3.1M
- ZscalerZS21,657 shares · 0.1% of their software$6.5M−$1.3M
- AtlassianTEAM33,876 shares · 0.1% of their software · price −$1.5M$5.4M−$1.5M
- FactSetFDS18,301 shares · 0.1% of their software · price −$2.9M$5.2M−$697K
- DocuSignDOCU70,027 shares · 0.1% of their software$5.0M+$2.6M
- AkamaiAKAM55,614 shares · 0.1% of their software$4.2M−$1.7M
- MongoDBMDB13,332 shares · 0.1% of their software · price +$1.3M$4.1M−$1.1M
- PaycomPAYC18,778 shares · 0.1% of their software$3.9MFlat
- HubSpotHUBS8,166 shares · 0.1% of their software · price −$725K$3.8MFlat
- DLocal LimitedDLO236,433 shares · 0.1% of their software · price +$695K$3.4MNew · +$2.7M
- NutanixNTNX41,862 shares · 0.1% of their software$3.1MFlat
- OktaOKTA31,448 shares · 0.1% of their software$2.9MFlat
- ToastTOST73,245 shares · 0.1% of their software · price −$570K$2.7MFlat
- Lyft, Inc.LYFT119,475 shares · 0.0% of their software · price +$747K$2.6M+$1.7M
- TwilioTWLO24,767 shares · 0.0% of their software · price −$601K$2.5MFlat
- SamsaraIOT46,361 shares · 0.0% of their software$1.7MFlat
- Bentley SystemsBSY26,130 shares · 0.0% of their software$1.3MFlat
- Figma, Inc.FIG25,008 shares · 0.0% of their software$1.3MNew · +$1.3M
- Remitly Global, Inc.RELY75,250 shares · 0.0% of their software$1.2MNew · +$1.4M
- BlackBerry LimitedBB246,542 shares · 0.0% of their software$1.2M+$954K
- SAPSAP2,003 shares · 0.0% of their software$529KFlat
- BILLBILL8,438 shares · 0.0% of their software$447KNew · Flat
- CertaraCERT29,262 shares · 0.0% of their software$357KNew · Flat
- A2Z Cust2Mate Solutions Corp.AZ23,513 shares · 0.0% of their software$188KNew · Flat
- Joint Stock Company Kaspi.kzKSPI1,972 shares · 0.0% of their software$161KFlat
- Five9FIVN4,000 shares · 0.0% of their software$102KFlat
- BTQ Technologies Corp.BTQ11,432 shares · 0.0% of their software$79KNew · Flat
- GuidewireGWRE250 shares · 0.0% of their software$58KFlat
- Kodiak AI, Inc.KDK1,475 shares · 0.0% of their software$10KNew · Flat
- Xunlei LimitedXNET145 shares · 0.0% of their software$1KFlat
- Dave Inc.DAVE6 shares · 0.0% of their software$1KNew · Flat
- Alarm.com Holdings, Inc.ALRM10 shares · 0.0% of their software$526Flat
- DigitalOceanDOCN12 shares · 0.0% of their software$402New · Flat
- Clearwater AnalyticsCWAN10 shares · 0.0% of their software$180New
- ProgressPRGS1 shares · 0.0% of their software$56New · Flat
- Airship AI Holdings, Inc.AISP1 shares · 0.0% of their software$5Flat