Generalist · Toronto, Ontario, Canada
Toronto-Dominion Bank
Q1 2026 · compared with Q4 2025
Filed as Toronto Dominion Bank
- Software
- $3.8B
- Weight of 13F
- 7.3%
- Names
- 87
- Net bought
- −$36.6M
Call exposure on these names is $213M across 15 lines. Calls are not in the stock total.
1,595 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
- MicrosoftMSFT4,200,798 shares · 41.5% of their software · price −$477M$1.6B+$192M
- PalantirPLTR2,530,731 shares · 9.9% of their software · price −$79.6M$370M−$77.3M
- ShopifySHOP3,070,686 shares · 9.7% of their software · price −$130M$364M−$22.6M
- OracleORCL1,910,198 shares · 7.5% of their software · price −$91.3M$281M+$69.6M
- AdobeADBE706,525 shares · 4.6% of their software · price −$75.5M$172M+$98.1M
- CoreWeave, Inc.CRWV1,898,780 shares · 3.9% of their software · price +$11.1M$147M+$41.6M
- AppLovinAPP178,255 shares · 1.9% of their software · price −$49.2M$70.9M−$8.7M
- SalesforceCRM363,470 shares · 1.8% of their software · price −$28.4M$67.8M−$48.8M
- Uber Technologies, Inc.UBER937,789 shares · 1.8% of their software · price −$9.2M$67.5M−$38.3M
- Palo Alto NetworksPANW260,999 shares · 1.1% of their software · price −$6.2M$41.8M−$18.6M
- IntuitINTU95,903 shares · 1.1% of their software · price −$22.1M$41.5M−$4.5M
- CloudflareNET185,450 shares · 1.0% of their software · price +$1.7M$38.3M+$26.7M
- ServiceNowNOW329,298 shares · 0.9% of their software · price −$16.0M$34.4M−$9.5M
- CrowdStrikeCRWD82,681 shares · 0.9% of their software · price −$6.5M$32.3M−$5.1M
- Grab Holdings LimitedGRAB8,552,665 shares · 0.8% of their software · price −$11.4M$31.3M−$683K
- DescartesDSGX368,298 shares · 0.7% of their software · price −$5.9M$26.4M−$2.5M
- Automatic Data Processing, Inc.ADP126,348 shares · 0.7% of their software · price −$6.8M$25.7M−$40.3M
- CadenceCDNS90,354 shares · 0.7% of their software · price −$3.1M$25.1M−$22.3M
- FortinetFTNT307,172 shares · 0.7% of their software · price +$710K$25.1M−$7.7M
- AutodeskADSK103,084 shares · 0.7% of their software · price −$5.8M$24.7M−$66.0M
- SynopsysSNPS61,654 shares · 0.7% of their software · price −$4.5M$24.4M−$32.1M
- DatadogDDOG171,932 shares · 0.5% of their software · price −$3.1M$20.3M−$4.0M
- VeriSign, Inc.VRSN72,878 shares · 0.5% of their software$18.1M+$727K
- Roper Technologies, Inc.ROP49,144 shares · 0.5% of their software · price −$4.5M$17.4M−$9.1M
- Fiserv, Inc.FISV306,479 shares · 0.5% of their software · price −$3.5M$17.1M−$6.4M
- OpenTextOTEX717,587 shares · 0.4% of their software · price −$7.4M$16.0M−$2.1M
- Block, Inc.XYZ219,788 shares · 0.4% of their software · price −$1.1M$13.2M−$1.4M
- WorkdayWDAY97,421 shares · 0.3% of their software · price −$8.3M$12.7M−$3.4M
- HubSpotHUBS43,875 shares · 0.3% of their software · price −$6.9M$10.7M+$14.4M
- VeriskVRSK49,565 shares · 0.3% of their software · price −$1.7M$9.4M−$4.5M
- Paychex, Inc.PAYX98,558 shares · 0.2% of their software · price −$2.0M$9.1M−$1.8M
- NetApp, Inc.NTAP85,500 shares · 0.2% of their software$8.8M−$656K
- Corpay, Inc.CPAY27,582 shares · 0.2% of their software$8.0M−$3.8M
- SnowflakeSNOW52,625 shares · 0.2% of their software · price −$3.6M$7.9MFlat
- Fair IsaacFICO7,384 shares · 0.2% of their software · price −$4.6M$7.9M−$1.7M
- Clearwater AnalyticsCWAN300,000 shares · 0.2% of their software$7.1M—
- SemrushSEMR562,300 shares · 0.2% of their software$6.7M—
- BroadridgeBR34,647 shares · 0.2% of their software · price −$2.1M$5.6M−$6.9M
- CoStarCSGP132,124 shares · 0.1% of their software · price −$3.6M$5.3M−$1.3M
- PTCPTC37,206 shares · 0.1% of their software · price −$1.2M$5.3M−$840K
- F5, Inc.FFIV17,959 shares · 0.1% of their software · price +$612K$5.2M−$582K
- Strategy IncMSTR41,112 shares · 0.1% of their software · price −$1.1M$5.1M−$2.7M
- GoDaddyGDDY61,804 shares · 0.1% of their software · price −$2.6M$5.1M−$2.5M
- The Trade DeskTTD217,035 shares · 0.1% of their software · price −$3.3M$4.9M−$2.0M
- TrimbleTRMB75,048 shares · 0.1% of their software · price −$985K$4.9M−$663K
- BlackBerry LimitedBB1,463,751 shares · 0.1% of their software · price −$805K$4.7M+$3.9M
- Tyler TechnologiesTYL13,422 shares · 0.1% of their software · price −$1.5M$4.6M−$803K
- Gen DigitalGEN239,656 shares · 0.1% of their software · price −$2.0M$4.5M−$1.0M
- AkamaiAKAM33,467 shares · 0.1% of their software · price +$924K$3.8MFlat
- VeevaVEEV21,013 shares · 0.1% of their software · price −$1,000K$3.7M−$879K
- ZoomZM33,898 shares · 0.1% of their software$2.7M−$587K
- MongoDBMDB10,845 shares · 0.1% of their software · price −$1.9M$2.7M−$934K
- ZscalerZS18,848 shares · 0.1% of their software · price −$1.6M$2.6MFlat
- TwilioTWLO20,174 shares · 0.1% of their software$2.5M−$616K
- Core Scientific, Inc.CORZ157,540 shares · 0.1% of their software$2.4M−$1.8M
- SS&CSSNC33,586 shares · 0.1% of their software · price −$667K$2.3MFlat
- OktaOKTA28,575 shares · 0.1% of their software$2.2MFlat
- FactSetFDS10,364 shares · 0.1% of their software · price −$759K$2.2MFlat
- AtlassianTEAM26,770 shares · 0.0% of their software · price −$2.5M$1.8M−$603K
- LightspeedLSPD185,867 shares · 0.0% of their software · price −$580K$1.7M+$1.8M
- ToastTOST61,488 shares · 0.0% of their software · price −$553K$1.6MFlat
- SamsaraIOT45,725 shares · 0.0% of their software$1.4MFlat
- SPS CommerceSPSC24,776 shares · 0.0% of their software · price −$829K$1.4MNew · +$2.2M
- BILLBILL16,162 shares · 0.0% of their software$619KFlat
- Bitdeer Technologies GroupBTDR64,200 shares · 0.0% of their software$555KNew · +$720K
- UnityU18,462 shares · 0.0% of their software$405KNew · +$815K
- PaylocityPCTY3,166 shares · 0.0% of their software$342KNew · Flat
- CertaraCERT50,352 shares · 0.0% of their software$287KFlat
- PaycomPAYC2,137 shares · 0.0% of their software$260K−$3.1M
- WorkivaWK3,186 shares · 0.0% of their software$190KNew · Flat
- Xanadu Quantum Technologies LimitedXNDU22,500 shares · 0.0% of their software$172KNew · Flat
- NutanixNTNX3,351 shares · 0.0% of their software$127K−$2.0M
- BrazeBRZE4,548 shares · 0.0% of their software$107KNew · Flat
- Quantum eMotion Corp.QNC46,674 shares · 0.0% of their software$107KNew · Flat
- SAPSAP429 shares · 0.0% of their software$74KFlat
- GuidewireGWRE465 shares · 0.0% of their software$69KFlat
- A2Z Cust2Mate Solutions Corp.AZ9,527 shares · 0.0% of their software$64KNew · Flat
- Five9FIVN4,000 shares · 0.0% of their software$61KFlat
- Kodiak AI, Inc.KDK3,817 shares · 0.0% of their software$26KNew · Flat
- AppianAPPN184 shares · 0.0% of their software$4KNew · Flat
- DropboxDBX136 shares · 0.0% of their software$3KNew · Flat
- Shift4 Payments, Inc.FOUR22 shares · 0.0% of their software$978Flat
- Xunlei LimitedXNET145 shares · 0.0% of their software$806Flat
- Lyft, Inc.LYFT29 shares · 0.0% of their software$386New · Flat
- WEX Inc.WEX1 shares · 0.0% of their software$119Flat
- Alarm.com Holdings, Inc.ALRM1 shares · 0.0% of their software$39Flat
- ProgressPRGS1 shares · 0.0% of their software$26New · Flat