Generalist · Toronto, Ontario, Canada
Toronto-Dominion Bank
Q4 2025 · compared with Q3 2025
Filed as Toronto Dominion Bank
- Software
- $4.9B
- Weight of 13F
- 8.7%
- Names
- 86
- Net bought
- +$321M
Filed 17 February 2026 · SEC filing.
Call exposure on these names is $325M across 18 lines. Calls are not in the stock total.
1,559 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
- MicrosoftMSFT3,804,210 shares · 37.7% of their software · price −$131M$1.8B+$30.6M
- PalantirPLTR2,965,392 shares · 10.8% of their software · price −$13.8M$527M−$124M
- ShopifySHOP3,211,014 shares · 10.6% of their software · price +$39.7M$517M+$128M
- OracleORCL1,553,056 shares · 6.2% of their software · price −$134M$303M+$111M
- AdobeADBE426,325 shares · 3.1% of their software · price −$1.2M$149M−$2.9M
- SalesforceCRM547,728 shares · 3.0% of their software · price +$15.3M$145M−$6.7M
- AppLovinAPP191,175 shares · 2.6% of their software · price −$8.5M$129M−$43.1M
- Uber Technologies, Inc.UBER1,406,117 shares · 2.4% of their software · price −$22.9M$115M−$54.7M
- AutodeskADSK326,028 shares · 2.0% of their software · price −$7.1M$96.5M+$75.2M
- CoreWeave, Inc.CRWV1,318,206 shares · 1.9% of their software · price −$86.0M$94.4M−$6.5M
- Automatic Data Processing, Inc.ADP282,901 shares · 1.5% of their software · price −$10.3M$72.8M−$2.8M
- IntuitINTU102,661 shares · 1.4% of their software · price −$2.1M$68.0M−$67.2M
- Palo Alto NetworksPANW361,980 shares · 1.4% of their software · price −$7.0M$66.7M−$5.2M
- SynopsysSNPS129,951 shares · 1.3% of their software · price −$3.1M$61.0M+$25.7M
- ServiceNowNOW391,057 shares · 1.2% of their software · price −$300M$59.9M+$286M
- CadenceCDNS161,687 shares · 1.0% of their software · price −$6.3M$50.5M+$2.7M
- CrowdStrikeCRWD93,659 shares · 0.9% of their software · price −$2.0M$43.9M−$5.5M
- Grab Holdings LimitedGRAB8,689,627 shares · 0.9% of their software · price −$9.0M$43.4M+$3.0M
- DescartesDSGX396,689 shares · 0.7% of their software · price −$2.6M$34.8M+$25.7M
- FortinetFTNT404,167 shares · 0.7% of their software · price −$1.9M$32.1M+$9.7M
- Roper Technologies, Inc.ROP69,501 shares · 0.6% of their software · price −$3.7M$30.9M−$1.7M
- DatadogDDOG201,408 shares · 0.6% of their software · price −$1.3M$27.4M−$1.7M
- Fiserv, Inc.FISV401,964 shares · 0.6% of their software · price −$24.8M$27.0M+$3.4M
- OpenTextOTEX782,461 shares · 0.5% of their software · price −$3.8M$25.5M+$9.8M
- WorkdayWDAY113,182 shares · 0.5% of their software · price −$2.9M$24.3M−$611K
- VeriSign, Inc.VRSN69,886 shares · 0.3% of their software · price −$2.6M$17.0M+$10.5M
- Block, Inc.XYZ241,770 shares · 0.3% of their software · price −$1.7M$15.7M−$1.4M
- VeriskVRSK69,774 shares · 0.3% of their software · price −$1.9M$15.6M−$7.5M
- BroadridgeBR65,580 shares · 0.3% of their software · price −$984K$14.6M−$1.5M
- Fair IsaacFICO8,362 shares · 0.3% of their software · price +$1.6M$14.1M−$1.4M
- Paychex, Inc.PAYX114,291 shares · 0.3% of their software · price −$1.7M$12.8M−$12.9M
- Corpay, Inc.CPAY40,321 shares · 0.2% of their software · price +$519K$12.1M+$2.2M
- SnowflakeSNOW52,243 shares · 0.2% of their software$11.5MFlat
- The Trade DeskTTD270,991 shares · 0.2% of their software · price −$3.0M$10.3M+$2.8M
- CoStarCSGP152,163 shares · 0.2% of their software · price −$2.6M$10.2M−$1.8M
- GoDaddyGDDY82,278 shares · 0.2% of their software · price −$1.0M$10.2MFlat
- CloudflareNET50,136 shares · 0.2% of their software · price −$874K$9.9M−$8.7M
- NetApp, Inc.NTAP91,623 shares · 0.2% of their software · price −$1.0M$9.8M−$852K
- Strategy IncMSTR58,946 shares · 0.2% of their software · price −$10.0M$9.0M−$711K
- DuolingoDUOL45,867 shares · 0.2% of their software · price −$6.7M$8.0MNew · +$14.8M
- Gen DigitalGEN276,636 shares · 0.2% of their software$7.5M−$564K
- PTCPTC42,029 shares · 0.2% of their software · price −$1.2M$7.3M−$28.0M
- Tyler TechnologiesTYL15,191 shares · 0.1% of their software · price −$1.1M$6.9M−$752K
- TrimbleTRMB83,514 shares · 0.1% of their software$6.5M−$669K
- VeevaVEEV24,952 shares · 0.1% of their software · price −$1.9M$5.6MFlat
- MongoDBMDB13,071 shares · 0.1% of their software · price +$1.4M$5.5MFlat
- F5, Inc.FFIV20,238 shares · 0.1% of their software · price −$1.4M$5.2M−$600K
- AtlassianTEAM30,490 shares · 0.1% of their software$4.9M−$541K
- SemrushSEMR410,200 shares · 0.1% of their software$4.9MNew
- Clearwater AnalyticsCWAN200,000 shares · 0.1% of their software$4.8M—
- ZscalerZS19,178 shares · 0.1% of their software · price −$1.4M$4.3M−$743K
- Core Scientific, Inc.CORZ280,650 shares · 0.1% of their software · price −$949K$4.1M−$2.5M
- ZoomZM40,696 shares · 0.1% of their software$3.5M−$3.7M
- TwilioTWLO24,506 shares · 0.1% of their software · price +$1.0M$3.5MFlat
- PaycomPAYC21,865 shares · 0.1% of their software · price −$1.1M$3.5M+$643K
- FactSetFDS11,235 shares · 0.1% of their software$3.3M−$2.0M
- HubSpotHUBS8,032 shares · 0.1% of their software · price −$534K$3.2MFlat
- SS&CSSNC35,226 shares · 0.1% of their software$3.1M−$4.2M
- DocuSignDOCU42,103 shares · 0.1% of their software$2.9M−$2.0M
- OktaOKTA32,673 shares · 0.1% of their software$2.8MFlat
- ToastTOST73,792 shares · 0.1% of their software$2.6MFlat
- AkamaiAKAM28,161 shares · 0.1% of their software$2.5M−$2.1M
- DynatraceDT56,249 shares · 0.1% of their software$2.4M−$6.3M
- NutanixNTNX41,341 shares · 0.0% of their software · price −$938K$2.1MFlat
- SamsaraIOT55,612 shares · 0.0% of their software$2.0MFlat
- BlackBerry LimitedBB437,216 shares · 0.0% of their software$1.7M+$930K
- Bentley SystemsBSY25,750 shares · 0.0% of their software$983KFlat
- Figma, Inc.FIG25,000 shares · 0.0% of their software$934KFlat
- CertaraCERT83,939 shares · 0.0% of their software$739K+$668K
- BILLBILL11,589 shares · 0.0% of their software$632KFlat
- LightspeedLSPD33,754 shares · 0.0% of their software$407KNew · Flat
- SAPSAP779 shares · 0.0% of their software$189KFlat
- Five9FIVN4,000 shares · 0.0% of their software$80KFlat
- BoxBOX2,001 shares · 0.0% of their software$60KNew · Flat
- GuidewireGWRE254 shares · 0.0% of their software$51KFlat
- Euronet Worldwide, Inc.EEFT227 shares · 0.0% of their software$17KNew · Flat
- Manhattan AssociatesMANH73 shares · 0.0% of their software$13KNew · Flat
- Shift4 Payments, Inc.FOUR18 shares · 0.0% of their software$1KNew · Flat
- AppFolioAPPF5 shares · 0.0% of their software$1KNew · Flat
- RingCentralRNG39 shares · 0.0% of their software$1KNew · Flat
- Xunlei LimitedXNET145 shares · 0.0% of their software$1KFlat
- DoximityDOCS21 shares · 0.0% of their software$939New · Flat
- QualysQLYS1 shares · 0.0% of their software$168New · Flat
- WEX Inc.WEX1 shares · 0.0% of their software$116New · Flat
- PegasystemsPEGA1 shares · 0.0% of their software$63New · Flat
- Alarm.com Holdings, Inc.ALRM1 shares · 0.0% of their software$46Flat